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
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. 3
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 4
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 5
Use rs • There are no new rules about when a CNA is required or how a CNA must be conducted • The way to access access the new version of the e-Tool has changed • CNA e-Tool is now intended for use by: Lenders HUD Lenders HUD –OAMPO/Recap/Prod OAMPO/Recap/Prod Assessors PHAs (for RAD only) Assessors PHAs (for RAD only) PAEs USDA PAEs USDA 6
OBTAINING ACCESS OBTAINING ACCESS CREDENTIALS CREDENTIALS 7
HUD Se cure Syste m s Pla tform 8
Acce ss Proce ss Re giste r in Multifamily Partner Organizations/Firms APPS Obta in M-ID Users 9
Orga niza tiona l Type s • FHA FHA-approved Lenders approved Lenders • Multifamily Business Partners Multifamily Business Partners – Needs Assessors – PAEs – USDA • PHAs PHAs 10
Vid e o – Obta ining a n M-ID 11
COORDINATORS COORDINATORS 12
Coord ina tor Role s 13
Vid e o – Coord ina tor Re sp onsib ilit ie s Access the video here: https://www.youtube.com/watch?v=xxXHV1d_7as 14
Que stions ? ?? 15
CNA USER ROLES AND CN CNA USER ROLES AND CNA A TYPES TYPES 16
Ve rsion 3.0 Archite cture Needs Assessors Role: Enter Data PREPARERS Lenders + SUBMITTERS System Recognizes PHAs Users by Role: Initiate CNA, work with Needs Assessors, Access IDs Submit to HUD HUD Role: Review and AGENCY approve CNAs 17
Preparers Enter Most of the Data for the CNA Submitters 3 User Types First initiate and eventually submit CNAs Approving Agency Reviews for compliance 18
Preparers Enter Most of the Data for the CNA & Submitters Lenders Lenders PHAs PHAs First initiate and eventually submit CNAs CNA Submitters Approving Agency Reviews for compliance 19
Preparers Needs Assessor Needs Assessor Enter Most of the Data for the CNA CNA Preparers Submitters First initiate and eventually submit CNAs Approving Agency Reviews for compliance 20
Preparers Enter Most of the Data for the CNA Approving Submitters Agencies First initiate and eventually submit CNAs Approving Agency HUD Employee or Contractor HUD Employee or Contractor Reviews for compliance 21
Asset Development Asset Management 3 CNA Types. Asset Recapitalization 22
Se le ct the corre ct Type of CNA a nd Progra m Start New Assessment 23
CNA Type s a nd Progra m s [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 RAD - PH Rehab 223(f) Refi-Acq Rent Increase/HAP amendment 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 24
Le ga cy Subm ission EXCEL Assessment Needs Assessor Needs Assessor Submitters Submitters Tool SUBMIT Approving Agency Approving Agency 25
V 3.0 Ste p 1 Initiate CNA SEND PREPARERS PREPARERS SUBMITTERS SUBMITTERS APPROVING AGENCY APPROVING AGENCY WEB-APP CNA 26
V 3.0 Ste p 2 Prepare CNA SEND Initiate CNA APPROVING AGENCY APPROVING AGENCY PREPARERS PREPARERS SUBMITTERS SUBMITTERS WEB-APP CNA 27
V 3.0 Ste p 3 Submit CNA SUBMIT Prepare CNA SUBMITTERS SUBMITTERS APPROVING AGENCY APPROVING AGENCY PREPARERS PREPARERS WEB-APP CNA 28 28
V 3.0 Ste p 4 Approve CNA Submit CNA Prepare CNA SUBMITTERS SUBMITTERS APPROVING AGENCY APPROVING AGENCY PREPARERS PREPARERS RETURN + SUBMIT x WEB-APP CNA 29
Initiate/Submit Approve CNA Prepare CNA SUBMITTERS SUBMITTERS APPROVING AGENCY APPROVING AGENCY PREPARERS PREPARERS 30
Initiate/Submit Approve CNA Prepare CNA SUBMITTERS SUBMITTERS APPROVING AGENCY APPROVING AGENCY PREPARERS PREPARERS 31
V 3.0 Pa th Submitters Submitters SUBMIT SEND Preparers Preparers Approving Approving Agency Agency WEB-APP CNA 32
V 3.0 Pa th PRACs HAP Renewal RAD - MF Rent Increase/HAP RAD - PRAC amendment Post-M2M Change of Ownership Other Asset Recapitalization Uninsured Other Asset Management SUBMIT PREPARE Needs Assessors Approving Agency WEB-APP Prepare & Submit Review & Approve CNA 33
TRANSFERRING DATA FROM TRANSFERRING DATA FROM THE LEGACY TOOL TO 3.0 THE LEGACY TOOL TO 3.0 34
Tra nsfe rring Da ta from the Le ga cy Tool - Tim e line August 21 August 21- August 24 August 24 Blackout Period August 24 August 24 July 27 July 27- August 20 August 20 NEW NEW CNA e-Tool goes Data Transfer Period live! 35
Vid e o – Tra nsfe rring Da ta 36
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. 37
RESOURCES RESOURCES 38
FHA Conne ction Support 39
Se cure Syste m s Support https://www.hud.gov/program_offices/public_indi an_housing/reac/support/tac 40
The Ask A Question (AAQ) Re source – Still Ava ila ble Link on CNA e-Tool homepage HUDExchange.info > Program Support > Ask A Question 41
Othe r CNA e -Tool v. 3.0 Re source s 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 42
Que stions ? ?? 43
Tha nk You 4 4
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