Tips for Updating IDIS Activities

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Updating IDIS activities throughout the year will lessen the time needed to carry out end-of-year reporting and ensure that required data is accurate. Use the following tips to keep information current:

• Verify that the activity description on the C04MA10 screen is up-to-date and reflects the scope and nature of the activity.
• Check to see that the HUD Matrix Code on the C04MA03 screen most accurately reflects the type of activity being carried out.
• Make sure that the activity status code on the C04MA04 screen reflects the status of the activity as of the last day of the program year to be covered by the report.
• Confirm that the type of accomplishment data selected on the C04MA04 screen reflects what is actually being accomplished by the activity.
• If the activity is not complete by the end of the reporting period, include in the accomplishment narrative on the C04MA04 screen the percentage of work completed as of the end of the program year.
• If the activity was underway during more than one program year, include the amount available at the beginning of the program year being reported within the accomplishments narrative.
• For multiple-year activities, be careful to use the F11 key to insert a new screen for each new program year and ensure that the year indicated in the "Report Year" field matches the program year being reported upon.
• Remember to complete program-specific beneficiary information. On the "Money Screen" you must place an X next to the program(s) funding the activity. For CDBG activities, you will then have to select the correct National Objective code to access the appropriate IDIS beneficiary reporting screens. For HOME and HOPWA activities, you must place an X next to the appropriate activity type to access the appropriate IDIS beneficiary screens.
• Indicate the amount of funds budgeted but not drawn for Public Services and Administration activities in the "Unliquidated Obligations" field on the C04MC51 screen.
• When drawing funds for expenses actually incurred during a prior program year, be sure to select the "Prior Year" flag on the C04MD11 screen. (The prior year flag will only be available within 90 days of the end of the reporting period.)
• Print and review a draft copy of the Financial Summary Form to determine whether other financial information needs editing in IDIS.