cna etool v 3.0: getting started · webinar logistics • participants on mute • ask questions...
TRANSCRIPT
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CNA e Tool v 3.0 :Ge t t ing St a rt e d
Office of Multifamily Housing Programs
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We b ina r Log is t ic s
• Participants on mute
• Ask questions via the WebEx Q&A box
• If technical issues related to WebEx, insert them in theChat Box
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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 b ina r Foc u s
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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We b ina r Goa lsParticipants 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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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 the new vers ion of the e-Tool has changed
• CNA e-Tool is now intended for use by:
Lenders HUD –OAMPO/Recap/Prod Assessors PHAs (for RAD only)PAEs USDA
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OBTAINING ACCESS CREDENTIALS
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HUD Se c u re Sys t e m s Pla t fo rm
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Ac c e ss Proc e ss
Re g is t e r in APPS
Multifamily Partner Organizations/Firms
Ob t a in M-IDUsers
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Org a n iza t iona l Typ e s
• FHA-approved Lenders
• Multifamily Business Partners – Needs Assessors – PAEs – USDA
• PHAs
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Vid e o – Ob t a in ing a n M-ID
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COORDINATORS
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Coord ina t or Role s
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Vid e o – Coord ina t or Re sp ons ib ilit ie s
Acces s the video here: https :/ /www.youtube.com/watch?v=xxXHV1d_7as
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Qu e s t ions
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???
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CNA USER ROLES AND CNA TYPES
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Needs As s es s orsRole: Enter Data
Lenders
PHAsRole: Initiate CNA, work with Needs Assessors , Submit to HUD
HUDRole: Review and approve CNAs
PREPARERS
SUBMITTERS
AGENCY
System Recognizes Users by
Access IDs
+
Ve rs ion 3.0 Arc h it e c t u re
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3 User Types
PreparersEnter Most of the Data for the CNA
SubmittersFirst initiate and eventually submit CNAs
Approving AgencyReviews for compliance
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PHAs
&Lenders
PreparersEnter Most of the Data for the CNA
SubmittersFirst initiate and eventually submit CNAs
Approving AgencyReviews for compliance
CNA Submitters
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PreparersEnter Most of the Data for the CNA
SubmittersFirs t initiate and eventually submit CNAs
Approving AgencyReviews for compliance
CNA Preparers
Needs Assessor
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HUD Employee or Contractor
PreparersEnter Most of the Data for the CNA
SubmittersFirst initiate and eventually submit CNAs
Approving AgencyReviews for compliance
ApprovingAgencies
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Asset Development
Asset Management
Asset Recapitalization
3 CNA Types.
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Se le c t t he c orre c t Typ e of CNA a nd Prog ra m
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Start New Assessment
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CNA Typ e s a nd Prog ra m s
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[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 amendmentRAD - 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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EXCELAssessment
Tool SubmittersNeeds Assessor
SUBMIT
Approving Agency
Le g a c y Su b m iss ion
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V 3.0 St e p 1
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Initiate CNA
WEB-APP CNA
APPROVING AGENCYSUBMITTERSPREPARERS
SEND
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V 3.0 St e p 2
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SUBMITTERS
Initiate CNAPrepare CNA
APPROVING AGENCYPREPARERS
WEB-APP CNA
SEND
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V 3.0 St e p 3
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WEB-APP CNA
APPROVING AGENCYPREPARERS
Prepare CNASubmit CNA
SUBMITTERS
SUBMIT
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V 3.0 St e p 4
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PREPARERS
Prepare CNA
SUBMITTERS
Submit CNA
WEB-APP CNA
APPROVING AGENCY
RETURN + SUBMIT x
Approve CNA
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Initiate/Submit
APPROVING AGENCYSUBMITTERS
PREPARERS
Prepare CNA Approve CNA
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Initiate/Submit
APPROVING AGENCYSUBMITTERS
PREPARERS
Prepare CNA Approve CNA
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V 3.0 Pa t h
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SEND SUBMIT
Submitters
ApprovingAgency
Preparers
WEB-APP CNA
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V 3.0 Pa t h
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PREPARE SUBMIT
Needs Asses sorsPrepare & Submit
Approving AgencyReview & ApproveWEB-APP
CNA
RAD - MFRAD - PRACPost-M2MOther Asset Recapitalization
PRACsHAP RenewalRent Increase/HAP amendmentChange of Ownership UninsuredOther Asset Management
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TRANSFERRING DATA FROM THE LEGACY TOOL TO 3.0
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July 27- August 20Data Transfer Period
August 21- August 24Blackout Period
August 24NEW CNA e -Tool goe s
live !
Tra nsfe rring Da t a from t he Le g a c y Tool - Tim e line
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Vid e o – Tra nsfe rring Da t a
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Im p ort a n t Po in t s – Da t a Tra nsfe r
• The CNA must be validated by your lender; you cannot do it yourself ;
• The validation mus t be performed in the Submission portal , and NOT the public validation portal; and
• The CNA mus t be validated within the 4-week period, from July 27 to August 20.
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RESOURCES
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FHA Conne c t ion Su p p ort
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Se c u re Sys t e m s Su p p ort
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https :/ /www.hud.gov/program_offices /public_indian_hous ing/reac/support/ tac
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The Ask A Question (AAQ) Re sou rc e – St ill Ava ila b le
Link on CNA e-Tool homepageHUDExchange.info > Program Support > Ask A Ques tion
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Ot he r CNA e -Tool v. 3.0 Re sou rc e s
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All resources acces s ible from the CNA e-Tool homepage on the HUD webs ite at: https :/ /www.hud.gov/program_offices /hous ing/mfh/cna
• CNA e-Tool User Guide• User Acces s Guide• CNA e-Tool Web-Based Training Modules• Upcoming Webinar – User Bas ics for v. 3.0
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Qu e s t ions
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???
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Tha nk You