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Helpful Instructions for viewing the Demo


 

As you view the demonstration it is very important to remember that it is a scaled down version of what we do. If we work with you, the on-line system will have the look and feel of your paper system AND be as robust as you would like! There are buttons near the top of the page including Public Services, Single Family and Multifamily programs and projects as well as various features including a CDBG spreadsheet, IDIS submission and mapping feature for housing projects.

The demonstration page defaults on the "Public Service" side where you will see a list of the programs managed by the CDBG Manager of our hypothetical city, Springfield. Click on the Bricksnmortar program listed on the left, it will open up to the program's "Contract" page. There are buttons for "Administration" information and "Report" information. You can click on these to view each page. The "Report" page has samples of the types of reports we have built for some of our clients. Please feel free to put information in the various fields and play with it a bit. Back at the program management page near the center top, you can link to Excel spreadsheets that contain program information and "Board Evaluations" as well as a "CDBG" Report. These are simplified examples of some of the data management CDS can assist with.

The important, and unique, thing about this system is that it is tailored to create an on-line version of what you and your recipients are accustomed to viewing on paper. We take the forms and reports you already use (applications, application assessments, periodic reports, contracts, requests for reimbursement, compliance, and monitoring) and build electronic versions of them. Forms on our system come up pre-populated with program information, reducing the amount of time spent entering duplicate information. As sub-recipients enter their data, percentages and totals are calculated through the program, eliminating math errors and forcing reports to be filled out "correctly".

Once we have data collected, through various forms, (applications, contract documents or quarterly reports), and uploaded documents, we can then produce any type of summary or compilation report that you need in Excel or any format you use. The data for federally funded programs/projects are reported directly to IDIS on any schedule that you prefer. At the end of the year CDS's system can also assist with the CAPER.

We know that a high percentage of your sub-recipients provide services over a period of several years. Once their information is in the system it can populate future applications and reports yet be modified to provide the most current information. Doing it this way reduces training time for your sub-recipients and eases the transition from a paper-driven system they are accustomed to, to an on-line system which is much faster, more efficient, more accurate and saves everyone time and money.

City Data Services - San Mateo, CA
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