ahp application instructions - fhlbi · ahp application instructions sarah beth warycha, avp...

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

2

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

3

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

4

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

5

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

6

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

7

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

8

F O L D E R S T R U C T U R EAHP Secure Portal

9

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

10

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

11

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

12

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

13

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

14

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

ahpcompliance@fhlbi.com

AHP Secure Portal

Account Administration Issues

Contact the FHLBank Indianapolis Service Desk for account issues.

800-442-2568

Service_desk@fhlbi.com

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

17

F I N A L - A P P L I C AT I O N

Assembling the Paper Application File

18

• 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

19

• 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

20

AFFORDABLE HOUSING PROGRAM STAFF

VP, AHP Portfolio ManagerTrish Lewis - plewis@fhlbi.com

AHP Production ManagerMike Recker - mrecker@fhlbi.com

Senior Compliance AnalystDevin Day - dday@fhlbi.com

Senior Compliance AnalystErica Petty-Saunders -

epsaunders@fhlbi.com

Compliance Analyst IIAshlen Nisley - anisley@fhlbi.com

Federal Home Loan Bank of IndianapolisQ U E S T I O N S ?

21

22