Working with Action Plans & Quarterly Reports

1. Working with Action Plans & Quarterly Reports

2. Steps for Action Plans & Performance Reports • Carry out citizen participation requirements for published Action Plans/ Amendments

3. Develop programs, award activities, identify funding/performance goals

4. Enter project/activity profiles into DRGR Action Plans once determined

5. Enter project / activity status, accomplishments, obligations, expenditures, and draws into DRGR Quarterly Performance Reports

6. Submitted – Await for Review DRAFT REJECT Rejected – Await for Modification Original in Progress SUBMIT SUBMIT / EDIT APPROVE Modified – Resubmit When Ready Reviewed and Approved DRAFT REJECT Rejected – Await for Modification Original in Progress / EDIT APPROVE Modified – Resubmit When Ready Submitted – Await for Review Reviewed and Approved DRGR ACTION PLAN / REPORTING PROCESS Grantee HUD Action Plan Q P R

7. May 17 Oct 30 1st QPR due 30 days after 1st full quarter following grant agreement execution

10. ADMIN – USER AUTHORIZATION

11. ACTION PLAN – LIST OF GRANTS

14. ACTION PLAN NARRATIVES

16. ADD ACTIVITY

19. Performance measures are specific to activity type

21. ACTION PLAN – ACTIVITY LEVEL REPT

22. Q P R – LIST OF GRANTS

23. Q P R – LIST OF REPORTS

26. Q P R – ACTIVITY LEVEL

28. Q P R – REPORT OUTPUT

31. HUD QPR LIST SCREEN

32. HUD QPR VIEW

33. HUD QPR OVERALL PROGRESS COMMENT

34. HUD QPR ACTIVITY SCREEN

35. HUD QPR ACTIVITY COMMENT

36. System Rules for APs and QPRs Budget and performance goal changes are made in ACTION PLANS. Obligations, expenditures and accomplishments are made in QPRs. New QPRs may be submitted without the approval of prior QPRs, but may not be submitted if changes have been made to the Action Plan such as adding projects, changing budgets, or changing performance goals.  Action Plan changes should be submitted at least a month in advance of QPR due dates to allow review of Action Plan changes.  This would be the same as the end date for the quarter. HUD staff will try to review these within two weeks if possible. If Action Plans are in approved status, grantees can continue to add and submit QPRs for approval regardless of the status of prior QPRs.  However, HUD staff must approve QPRs in order since the data is cumulative based on prior QPRs.

37. Target Dates for APs and QPRs

38. For more information, call (202) 708-3857 or email DRGR_Help@hud.gov. You can also find more information on the Disaster Recover CDBG program at http://www.hud.gov/offices/cpd/communitydevelopment/programs/drsi