Transcript Slide 1

Affordable Housing Program (AHP)
Application Form
Overview & Demonstration of the Affordable Housing
Program Application Form (AHP/APP-001)
© 2014FEDERAL
FEDERALHOME
HOMELOAN
LOANBANK
BANKOF
OFNEW
NEWYORK
YORK • 101 PARK AVENUE • NEW YORK, NY 10178 • WWW.FHLBNY.COM
Overview & System Requirements
» Customized Microsoft Excel 2007 Workbook to capture AHP Application
Data for both Rental and Owner-Occupied Project Submissions; replaces
former PDF applications utilized in prior AHP rounds
» Requires Microsoft Excel 2007, or later, in a Windows environment to be
installed on the User’s machine
» Utilizes standard Excel functionality to ensure maximum compatibility
across all prospective Users; any PC running Windows with Microsoft Excel
2007 (or later) installed should be able to complete and save an AHP
Application
» The AHP Application template can be downloaded directly from the
FHLBNY’s public Website; once downloaded, the User can begin filling out
the AHP Application
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Starting an AHP Application
»
Opening a new Application will automatically direct the user to the Application Type
Selection Screen
»
To start an AHP Application, simply select the desired project application type and
click the green Start Project Application button to begin
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Layout and Basic Navigation
»
The entire Application Form is displayed as a single, continuous screen
»
There are several ways to navigate through the Application, such as:
Using
Usingthe
theavailable
scroll bar,hyperlinks
mouse wheel
located
or arrow
in the
Table
keys to
ofscroll
Contents
up orand
down
throughout
through the
Application to jump
Application.
to a specific location.
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Hyperlink Navigation
»
Hyperlinks are located throughout the Application to ease navigation between the
various sections
Each section title in the Table of Contents
also functions as a hyperlink to that section.
Clicking any “Back to Top” link or simply
clicking the FHLBNY Logo will navigate back
to the top of the Application.
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Filling Out the Application
»
Now that we’ve covered navigation, let’s start filling out the Application
Let’s giveInput
ourNavigate
project
athose
name
by typing
intopopulated
thesection via
fields –Required
can
be
to
thewhich
Project
Location
fields
must
be
populated in order to
Name
Project
field.
with data
byof
the
User
--are
always
styled
with
the
hyperlink
in
the
Table
of
Contents.
complete the Application. Required
fields are
a yellow
background
for
easy
identification.
Input fields
without
an
exclamation
point
icon
denoted with a small, yellow exclamation point
As a result of entering
next
valid
to data
theminto
are
optional
Project
(notright
required).
iconthe
just
to the
of the field.
Name field, the section
status
now
reflects
that
Some fields utilize a drop-down list of acceptable
we’re 17% done with
thisfrom
section
while
overall
values
which
thethe
user
must make a selection.
Application progress reflects that we’re now 2%
Simply click the down arrow to
done with the entire Application.
pull
up the
of possible
Select
thelist
desired
state
from to the right of the
A green
checkmark
icon
appears
values.
the
list
to
populate
the
field.
input field once a valid value has been entered.
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Read Only Fields
»
Some fields cannot be edited and are displayed for informational purposes only
Navigate to the Scoring Criteria section via
the hyperlink in the table of contents and
Read
Only
can alsotable.
be used to reflect
scroll
down
to fields
the targeting
Read
fields
a calculated
“Yes”Only
or “No”
forcannot
some be edited, and are
displayed
with a white background.
questionsalways
within the
Application
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Conditional Read Only Fields
» Conditional Read Only Fields can be either read only or valid input fields
depending on data entered in other fields
Navigate to the First Home Club (FHC) Funds
The
conditional
fields Read-Only
areTable
now unlocked
anddisplayed
Conditional
are
viaquestion
the hyperlink
of fields
Contents.
Selecting “Yes” tosection
the first
in thisin the
available
for
editing.
a gray background when they’re in a
section will “unlock” the conditionalwith
read-only
read-only state.
fields.
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Data Validation
» Data entered by the User is instantly validated by the Application
The resulting error displayed
message is an example
ToA illustrate
valid value
softofvalidation,
100 has already
let’s
The type
Table
Section
been
inofa status
Contents
indicator
will also
willreflect
always
a
of
Tosoft
illustrate
of hard
validation.
validation
hard validation,
Thewhere
valuelet’s
the
entered
user
type–is
in101
an
entered
numericand
value
accepted
into theinto
AHP-Assisted
the
reflect
status
Total
a Project
status
of
Units
“Data
of “Data
Error(s)”
Error(s)”
next to
when
eachone
improperly
–
prohibited
is in the correct
from
formatted
even
format,
value
entering
though
intoan
the
it’s
invalid
AHPnot
field
Units
which
field,
is as
greater
reflected
thansection
with
theor
number
a more
green
where
validation
ofone or more
errorsvalidation
exist in the
errors
value
validinto
in relation
the
Assisted
field.
to Let’s
the
Units
Total
hitfield.
cancel
ProjecttoUnits
revert
checkmark
Total Project
icon just
Units
to already
the rightentered.
of the field. section.
exist.
value previously
the entry.entered.
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Eligibility Warnings
» Eligibility warnings are displayed when certain ineligibility conditions exist
within the Application
The Table of Contents will also reflect a yellow
warning flag icon next to each section where one or
more eligibility warnings exist. Likewise, a banner
showing the count of all eligibility warnings
Application-wide will also be shown at the top of the
Navigate
to
the
Eligibility
Threshold
Requirements
The
Answering
eligibility“No”
warning
to allmessage
three questions
is shown
below
directly
willin Application.
sectionraise
via
in the
thethe
field
an hyperlink
eligibility
group title
warning.
bar.Table of Contents.
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Application Progress
» Application progress is updated and displayed in real-time as data is
entered into the Application
Each
The overall
section’s
Application
progress progress
is displayed
indicator
withinisthe
always
Table
displayed in theofheader
Contents.
of the Application.
Progress of each section is also displayed within each
section’s title bar.
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Saving the Application
» The Application can be saved at any time via the standard Save
functionality available in Microsoft Excel
Once
The
To save
User
saved,
the
willthe
application
return
application
to the
at same
any
cantime,
be
location
safely
simply
where
closed
clickthey
the
andlast
saved
Save
thebutton
document
all data
in thewill
when
Microsoft
bereopening
retained.
Excelthe
titleApplication.
bar.
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Advancing Housing and Community Growth
Questions?
Please e-mail us at [email protected]
The information provided by the Federal Home Loan Bank of New York (FHLBNY) in this communications is set forth for informational purposes only. The
information should not be construed as an opinion, recommendation or solicitation regarding the use of any financial strategy and/or the purchase or sale of
any financial instrument. All customers are advised to conduct their own independent due diligence before making any financial decisions. Please note that the
past performance of any FHLBNY service or product should not be viewed as a guarantee of future results. Also, the information presented here and/or the
services or products provided by the FHLBNY may change at any time without notice.
101BANK
PARKOF
AVENUE
• NEW YORK, NY 10178 • WWW.FHLBNY.COM
FEDERAL HOME LOAN
NEW YORK