ahp application instructions - fhlbi · ahp application instructions sarah beth warycha, avp...
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AHP Application Instructions
Sarah Beth Warycha, AVP Community Investment Operations ManagerMike Recker, Compliance and Production Manager
A G E N D A
• AHP Secure Portal – Getting access
– Folder structure– How to submit documents
• AHP Application Submittal Instructions
AHP Application Instructions
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D E S I G N AT E D S E C U R I T Y C O O R D I N ATO R
Signature Requirements Member forms must be signed
by an individual on the FHLBank Indianapolis Corporate Resolution
Sponsor forms must be signed by a board officer identified in the resolution to submit the AHP application
Forms can be found on https://www.fhlbi.com/secureportal
AHP Secure Portal
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U S E R A C C E S S R E Q U E S T F O R M
• The new user completes top half and signs– Security Coordinator signs
at the bottom• Also used for changing
information of a user or removing their access
AHP Secure Portal
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Forms can be found on https://www.fhlbi.com/secureportal
C O N S U LTA N T S / C O - S P O N S O R S / D E V E L O P E R S
• Third party users such as consultants and co-sponsors are allowed access to the portal
• They will need to complete a User Access Request Form– List projects access is
needed• Have the form signed by the
Sponsor’s Security Coordinator
AHP Secure Portal
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G E T T I N G A C C E S S
Secure Portal Access• Login button on fhlbi.com• https://fhlbi.moveitcloud.com
AHP Secure Portal
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Use Google Chrome as your Browser
R E Q U E S T A PA S S W O R D C H A N G E
Username Email from FHLBank
Indianapolis Service DeskPassword From the Secure Portal login
page select “Request a Password Change.”
AHP Secure Portal
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M U LT I - FA C TO R A U T H E N T I C AT I O N S I G N O N
• After entering credentials, you will need to enter a 6 digit code every time you sign in.
• Two Options:– Email– Google Authenticator App
AHP Secure Portal
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F O L D E R S T R U C T U R EAHP Secure Portal
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Stage 1: Applying for AHP
Stage 2: Receiving Award and Disbursements
Stage 3: Completing Your Project
Stage 4: Long Term Monitoring
F O L D E R S T R U C T U R E
Download Folder• FHLBank Indianapolis will upload files that can be downloaded for
your use• An email notification will be sent when FHLBank Indianapolis has
placed files in this folder• All users associated with this project will have read only abilities
AHP Secure Portal
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F O L D E R S T R U C T U R E
Submit Folder• Only members will have the ability to upload files in this folder• All users associated with this project will receive email notification
when a file is placed in this folder
AHP Secure Portal
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F O L D E R S T R U C T U R E
Working Folder• Tool used to share information between all users associated with the
project • All project affiliates will have ability to upload, download, and delete
files• Files will be automatically deleted 60 days after upload• Files in this folder are not considered submitted to FHLBank
Indianapolis
AHP Secure Portal
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F O L D E R S T R U C T U R E
Getting Started Folder• Access and Security Coordinator Forms• FAQ• Quick Start Guide
AHP Secure Portal
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F O L D E R S T R U C T U R E
• Reference Documents Folder– 2019 Implementation Plan– 2019 Final Application Instructions
AHP Secure Portal
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Q U E S T I O N S ?
System Navigation Issues
Contact the Community Investment Department for questions regarding
navigating the system.
800-688-6697
AHP Secure Portal
Account Administration Issues
Contact the FHLBank Indianapolis Service Desk for account issues.
800-442-2568
DATE: PRESENTED BY:
2019 AHPApplication Submittal
A f f o r d a b l e H o u s i n g P r o g r a m
AHP Compliance Team
F I N A L - A P P L I C AT I O N
• Includes links to application specific training webinars• Excel formatting instructions
• Multi-tab Workbook with macros enabled• System settings instructions
• Project type requirements specific to development budget detailed• Supportive Housing developments• Mixed use – commercial component
• File type for specific type of development• Contact to get help/support with macros/excel file• Do not import data, select from drop lists where
provided
Excel Application File Instructions
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F I N A L - A P P L I C AT I O N
Assembling the Paper Application File
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• Single side printing - use color ink, 8.5x11 white paper• Use a brightly colored paper to print the “Exhibits” tab in
the workbook• Include only the relevant exhibits for the project• Do not bind or clip – but secure the contents of the folder
during shipment to prevent shipping• Do use an 8.5x12 accordion style file folder labeled with
project name and application number labeled on front• Wet ink, original signatures are not required
• Authorized Signatures from Member and Sponsor are required• Electronic signature formats are not acceptable.
F I N A L - A P P L I C AT I O N Formatting Adobe Files
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• Adobe files should NOT be formatted as image only
• Files should be formatted as Optical Character Recognition (OCR). This allows the file to be searchable and is referred to as an image+text PDF
• Many newer model printers/scanners use OCR formatting – check equipment settings
• Naming Electronic Files:– Excel Application Workbook should be named as follows: Project
Name – Application number (assigned by FHLBank Indianapolis –PreApplication).xls
– DO NOT SAVE THE EXCEL APPLICATION FORM FILE AS A PDF FILE
• Exhibit document files should be named as detailed in the app instructions and should be a single file for each exhibit
F I N A L - A P P L I C AT I O N
• Upload the same documents that are in the paper file
• Exceptions may be:• Appraisals• Market study materials• Land environmental/engineering reports
• Coordinate a date/time with Member to deliver paper file to sign and electronic files for upload/review
• The paper application file must be received in hand and electronic files fully uploaded to the AHP Secure Portal by 5:00 p.m. August 14.
Submission - Electronic Files
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AFFORDABLE HOUSING PROGRAM STAFF
VP, AHP Portfolio ManagerTrish Lewis - [email protected]
AHP Production ManagerMike Recker - [email protected]
Senior Compliance AnalystDevin Day - [email protected]
Senior Compliance AnalystErica Petty-Saunders -
Compliance Analyst IIAshlen Nisley - [email protected]
Federal Home Loan Bank of IndianapolisQ U E S T I O N S ?
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