Open Forum Q&A: Using HEROS

ROLL OUT WEBINAR SERIES 2015

PresentersPresenters: Lauren McNamara, Liz Zepeda and Lauren Hayes (HUD OEE)

Moderator: Ben Sturm (Cloudburst)

Presentation is in Listen-only mode

Q & A session at end of presentation

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Q&A Format Webinar will last approximately 90 minutes and is

being recorded

Use Q&A Pod to submit questions at any time

during the webinar

Submit unanswered questions: https://www.hudexchange.info/ask-a-question

Use Q&A Pod to request assistance with technical

difficulties

Feedback survey link and instructions to get credit will be emailed

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Q&A Format At certain points in today’s presentation, we may

be demonstrating a website and sharing our

computer screen.

To see this most clearly, you may want to use the

“Full Screen” button in the upper right of the Adobe

Connect window.

To submit a question, you will need to click the “Full

Screen” button again to resume normal view.

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ObjectivesTo update HEROS Users on system features, resource tools, and potential issues.

To provide an opportunity to address specific questions about using HUD Environmental Review Online System (HEROS).

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AgendaOverview of HEROS

Tools and Resources

Common Areas of Confusion

Q&A by Category: User Access

User Roles

Navigation

Setting up a Review

Open Forum

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Overview of HEROS

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What is HEROS?HEROS is a comprehensive online system that replaces HUD’s paper-based environmental review process.

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What is HEROS?

When fully operational HEROS can be used by all Responsible Entities (REs), non-RE recipients (non-profits, Public Housing Authorities, etc.), and consultants that prepare HUD environmental reviews.

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What is HEROS?HEROS takes users through the environmental review process from beginning to end, including compliance with related laws and authorities.

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Define the Project

Determine the Level of Review

Perform the Analysis

Finalize Review

Post-review Considerations

Ma

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(ER

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Purpose of HEROSStreamlines the environmental review process

Provides policy guidance and instructions

Increases transparencyhttps://www.hudexchange.info/environmental-review/

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HEROS and IDIS

NOTE: The HEROS team is working with DRGR staff to link to that system as well.

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Tools and Resources

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Tools and ResourcesHEROS User Guide

https://www.hudexchange.info/resource/3150/heros-user-guide

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Tools and ResourcesHEROS e-Tutorials

https://www.hudexchange.info/resource/3848/heros-e-tutorials/

Topic Areas:

Introduction to HEROS

Performing an Environmental Review in HEROS

Performing a Tiered Environmental Review in HEROS

HEROS Administration and Special User Rules

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Tools and ResourcesHUD Exchange ‘Ask A Question’

https://www.hudexchange.info/get-assistance/my-question/

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Tools and Resources HEROS Frequently Asked Questions

https://www.hudexchange.info/heros/faqs

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Common Areas of Confusion

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The Fine Print Using HEROS does not guarantee that a

project is in compliance with all laws and authorities

HEROS does not create any new obligations on HUD staff to review environmental review records prior to completing the AUGF

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Common Areas of Confusion

Edit compliance determinations as necessary

Only upload documents as needed

When to use Tiering

Make sure you’re marking reviews “complete”

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Editing Compliance Determinations

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Uploading Documents Upload each document just one time per review.

For documents that you refer to on many or all reviews, you may choose to refer to attachments on other archived reviews. • All documents must be updated and uploaded a minimum of

once per year.

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When to use Tiering There is a separate dashboard for tiered reviews.

◦ The tiered review track should only be used for new broad-level (tier 1) reviews.

◦ If the broad-level review was created outside of HEROS, continue performing the site-specific reviews outside the system as well.

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Bug AlertA small percentage of the time, a review that is initiated as a standard, non-tiered review converts to tiered after it is created.

◦ When completing the Project Summary screen for non-tiered reviews, check to confirm that the title of the screen is 1125 – Project Summary not 1210 – Tiered Review: Project Summary

If you run into this bug, please report it to AAQ and reference your review name.

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Completing Exempt and CENST Reviews

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Completing Exempt and CENST Reviews

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Completing CEST and EA Reviews

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Bug AlertUploading documents sometimes causes other features on the screen to malfunction.

To avoid this problem, make uploading documents the last step you do on each screen.

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Q&A by Category Use Q&A pod to submit questions at any

t ime during the webinar

Submit unanswered questions: https://www.hudexchange.info/ask-a-question

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Q&A: User AccessEveryone in this webinar should have access.

Problems with HEROS access:

HITS National Help Desk at 1-888-297-8689 for HEROS production

AAQ for the HEROS practice environment.

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Q&A: User RolesEveryone in this webinar should have the RE User role

When HEROS is fully operational, the RE Administrator will be able to add on other User roles:

Non-RE Recipients (e.g. nonprofits, PHAs)

Consultants

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Q&A: NavigationAll reviews have a side menu.

Use the Information Buttons for more information on certain questions.

Do not use your internet browser’s back buttons.

Due to HUD IT System protocols, if you are inactive in HEROS for 20 minutes you will be logged out of the system.

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Q&A: Setting up a Review

On the Initial Screen, enter ALL of the required

information to start the review in the system.

Use the different Save buttons often.

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Q&A: Other Questions

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HUD Exchange

User Guide

E-Tutorials

https://www.hudexchange.info/environmental-review/heros

Ask a Question

https://www.hudexchange.info/get-assistance/my-question/

HEROS https://heros.hud.gov

Additional Information

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Evaluations

Feedback survey link and instructions to get credit in LMS will be emailed to you

Summary

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Thank you for your participation!

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