CNA e Tool v 3.0: Ge tting Sta rte d Office of Multifamily Housing - - PowerPoint PPT Presentation

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CNA e Tool v 3.0: Ge tting Sta rte d Office of Multifamily Housing - - PowerPoint PPT Presentation

CNA e Tool v 3.0: Ge tting Sta rte d Office of Multifamily Housing Programs We bina r Logistics Participants on mute Ask questions via the WebEx Q&A box If technical issues related to WebEx, insert them in the Chat Box 2


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CNA e Tool v 3.0: Ge tting Sta rte d

Office of Multifamily Housing Programs

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SLIDE 2

We bina r Logistics

  • Participants on mute
  • Ask questions via

the WebEx Q&A box

  • If technical issues

related to WebEx, insert them in the Chat Box

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SLIDE 3

CNA eTool is changing.

The time has come. CNA eTool will undergo a significant transformation with the release of version 3.0. The new and improved CNA eTool will feature improved user interface, ease of data entry, enhanced review screens and fast built-in validation at a click of a button. Say good-bye to all the mysterious SQL insertion errors. The new eTool will guide the users to enter the right data along the path. The new is here.

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We bina r Focus

Prepare users to use the new CNA e

  • Tool,
  • v. 3.0
  • Learn how to obtain access to the new e
  • Tool
  • Learn the conversion process from the legacy

Assessment Tool to the new CNA e

  • Tool

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SLIDE 5

We bina r Goa ls

Participants will understand:

  • How individuals obtain access to HUD Secure Systems

and obtain log-in credentials (M-IDs) to access the CNA e

  • Tool
  • Role of organizational

coordinators

  • Different CNA e
  • Tool user paths
  • Process of transferring data from legacy CNA e
  • Tools

to version 3.0

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SLIDE 6

Use rs

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  • There are no new rules about when a CNA is required or

how a CNA must be conducted

  • The way to access

accessthe new version of the e-Tool has changed

  • CNA e-Tool is now intended for use by:

Lenders

Lenders

HUD

HUD –OAMPO/Recap/Prod OAMPO/Recap/Prod

Assessors

Assessors

PHAs (for RAD only)

PHAs (for RAD only)

PAEs

PAEs

USDA

USDA

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OBTAINING ACCESS OBTAINING ACCESS CREDENTIALS CREDENTIALS

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HUD Se cure Syste m s Pla tform

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Acce ss Proce ss

Re giste r in APPS

Multifamily Partner Organizations/Firms

Obta in M-ID

Users

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Orga niza tiona l Type s

  • FHA

FHA-approved Lenders approved Lenders

  • Multifamily Business Partners

Multifamily Business Partners – Needs Assessors – PAEs – USDA

  • PHAs

PHAs

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Vid e o – Obta ining a n M-ID

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COORDINATORS COORDINATORS

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Coord ina tor Role s

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Vid e o – Coord ina tor Re sp onsib ilit ie s

Access the video here: https://www.youtube.com/watch?v=xxXHV1d_7as

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Que stions

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???

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SLIDE 16

CNA USER ROLES AND CN CNA USER ROLES AND CNA A TYPES TYPES

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Needs Assessors Role: Enter Data Lenders PHAs Role: Initiate CNA, work with Needs Assessors, Submit to HUD HUD Role: Review and approve CNAs

PREPARERS SUBMITTERS AGENCY

System Recognizes Users by Access IDs

+

Ve rsion 3.0 Archite cture

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3 User Types

Preparers

Enter Most of the Data for the CNA

Submitters

First initiate and eventually submit CNAs

Approving Agency

Reviews for compliance

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PHAs PHAs

&

Lenders Lenders Preparers

Enter Most of the Data for the CNA

Submitters

First initiate and eventually submit CNAs

Approving Agency

Reviews for compliance

CNA Submitters

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SLIDE 20

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Preparers

Enter Most of the Data for the CNA

Submitters

First initiate and eventually submit CNAs

Approving Agency

Reviews for compliance

CNA Preparers

Needs Assessor Needs Assessor

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HUD Employee or Contractor HUD Employee or Contractor

Preparers

Enter Most of the Data for the CNA

Submitters

First initiate and eventually submit CNAs

Approving Agency

Reviews for compliance

Approving Agencies

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Asset Development Asset Management Asset Recapitalization

3 CNA Types.

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Se le ct the corre ct Type of CNA a nd Progra m

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Start New Assessment

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CNA Type s a nd Progra m s

24 [HUD] Asset Development [HUD] Asset Management [HUD] Asset Recapitalization 213 Cooperative 10 yr update, insured mtg RAD - MF 220-Redevelopment PPC/Loan Mod, insured mtg RAD - PRAC 221(d)(4) TPA, assumption of insured mtg Post-M2M LIHTC 221 (d)(4) Pilot PRACs Other Asset Recapitalization 223(a)(7) Limited Refi HAP Renewal M2M 223(f) Refi-Acq Rent Increase/HAP amendment RAD - PH Rehab 223(f) refi of 202 Change of Ownership Uninsured RAD-PH New Construction 231 Elderly Other Asset Management RAD-PH Sub Rehab 241(a) Supplemental

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EXCEL Assessment Tool

Submitters Submitters Needs Assessor Needs Assessor

SUBMIT

Approving Agency Approving Agency

Le ga cy Subm ission

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V 3.0 Ste p 1

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Initiate CNA

WEB-APP CNA APPROVING AGENCY APPROVING AGENCY

SUBMITTERS SUBMITTERS PREPARERS PREPARERS

SEND

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V 3.0 Ste p 2

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SUBMITTERS SUBMITTERS

Initiate CNA Prepare CNA

APPROVING AGENCY APPROVING AGENCY

PREPARERS PREPARERS

WEB-APP CNA

SEND

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V 3.0 Ste p 3

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WEB-APP CNA APPROVING AGENCY APPROVING AGENCY

PREPARERS PREPARERS

Prepare CNA Submit CNA

SUBMITTERS SUBMITTERS

SUBMIT
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V 3.0 Ste p 4

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PREPARERS PREPARERS

Prepare CNA

SUBMITTERS SUBMITTERS

Submit CNA

WEB-APP CNA APPROVING AGENCY APPROVING AGENCY

RETURN + SUBMIT x

Approve CNA

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Initiate/Submit

APPROVING AGENCY APPROVING AGENCY SUBMITTERS SUBMITTERS PREPARERS PREPARERS

Prepare CNA Approve CNA

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Initiate/Submit

APPROVING AGENCY APPROVING AGENCY SUBMITTERS SUBMITTERS PREPARERS PREPARERS

Prepare CNA Approve CNA

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V 3.0 Pa th

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SEND SUBMIT Submitters Submitters Approving Approving Agency Agency Preparers Preparers WEB-APP CNA

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V 3.0 Pa th

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PREPARE SUBMIT Needs Assessors

Prepare & Submit

Approving Agency

Review & Approve

WEB-APP CNA

RAD - MF RAD - PRAC Post-M2M Other Asset Recapitalization PRACs HAP Renewal Rent Increase/HAP amendment Change of Ownership Uninsured Other Asset Management

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TRANSFERRING DATA FROM TRANSFERRING DATA FROM THE LEGACY TOOL TO 3.0 THE LEGACY TOOL TO 3.0

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July 27 July 27- August 20 August 20

Data Transfer Period

August 21 August 21- August 24 August 24

Blackout Period

August 24 August 24

NEW NEW CNA e-Tool goes live!

Tra nsfe rring Da ta from the Le ga cy Tool - Tim e line

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Vid e o – Tra nsfe rring Da ta

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Im porta nt Points – Da ta Tra nsfe r

  • The CNA

must be must be validated by your lender; you by your lender; you cannot do it cannot do it yourself yourself ;

  • The validation must be performed in the

in the Submission portal Submission portal , and NOT NOT the public validation portal; and

  • The

The CNA must be validated within within the 4-week period, from July 27 to August 20. July 27 to August 20.

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RESOURCES RESOURCES

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SLIDE 39

FHA Conne ction Support

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Se cure Syste m s Support

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https://www.hud.gov/program_offices/public_indi an_housing/reac/support/tac

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The Ask A Question (AAQ) Re source – Still Ava ila ble

Link on CNA e-Tool homepage HUDExchange.info > Program Support > Ask A Question

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Othe r CNA e -Tool v. 3.0 Re source s

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All resources accessible from the CNA e-Tool homepage on the HUD website at: https://www.hud.gov/program_offices/housing/mfh /cna

  • CNA e-Tool User Guide
  • User Access Guide
  • CNA e-Tool Web-Based Training Modules
  • Upcoming Webinar – User Basics for v. 3.0
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Que stions

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???

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SLIDE 44

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Tha nk You