2015DevCo Online Application Registration Quick Guide

Ohio Housing ConferenceNovember 2014

I. Registering Affiliated Organizations

Step One: Fill out the DevCo Online Application Registration Form

The first step in the process is to register all members of your development team in the DevCo system, so that they may be associated with the Developer of your project(s).

The registration form will be used by OHFA staff to register all organizations so they can be included in your application. Complete one form for each of the following organizations that are part of your development team (only one form is needed for an organization that fills multiple roles or will be involved in more than one application submission):

Owner (Limited Partnership or LLC) General Partner (all general partner entities must register) Developer Co-Developer (if applicable) Development Consultant HDAP Recipient (if applicable) General Contractor Management Company Attorney Accountant Architect Capital Needs Assessment Firm Environmental Review Consultant Federal Syndicator Historic Federal Syndicator (if seeking Historic Rehabilitation Tax Credit) Historic State Syndicator (if seeking Ohio Historic Preservation Tax Credit) Bond Counsel (if applicable) Bond Enhancer (if applicable) Bond Underwriter (if applicable) Bond Issuer (if applicable)

Complete the following information on each form:

Organization Name Address 1: Provide the street address in this field. Address 2: Complete if necessary for a P.O. Box, suite number, etc. City County State Zip Code Primary Phone Primary Fax Federal Tax Identification Number (FTIN)

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Parent Organization: Enter the parent organization for each General Partner entity and for other organizations as necessary.

Organization Type: Select For Profit, Non-Profit or Government. Organization Role(s): Check all roles that apply to this particular organization.

You must also enter at least one contact person for each organization. Multiple contacts may be entered if necessary. Complete the following information for each contact person:

Name Title Address City State Zip Code Phone Email Primary Contact: Check the box if this is the primary contact person for the organization. Contact Role: Select the contact person’s role with this particular organization.

A list of organization and contact roles with their definitions is enclosed for your reference.

Please return all completed forms to the DevCo Online Application Mailbox at DevCoApplication@ohiohome.org no later than December 19, 2014. We will then enter all information and confirm that you are ready to enter your online application.

The attached information will be entered into DevCo by the assigned OHFA analyst. Once entered, you will receive an Organization Code back for each Organization you listed.

The Code will be needed to link each Organization to your application This information is very important and needed for a completed application Once you receive the organization codes; you can proceed to Section III- Affiliating

Organizations

II. Setting up an account within DevCo If you already have an account, log in and skip to Section III- Affiliating Organizations If you don’t have an account, proceed below:

Step 1: Enter DevCo Online Management Systemhttps://devco.ohiohome.org/AuthorityOnline/Default.aspx

Notice: the various Browsers that support the Online Systemo Chrome does not support DevCo

Select: New User? Register here

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Step 2: If you know your Organization Code (a code that is generated in DevCo) Enter the Code and Select: Load Organization information will auto populate from DevCo. If you Do Not have the Organization Code

o Check the box: “My organization is not registered”o Manually add the Organization information below it

Step 3: Fill in the Profile Information Name Email- your username defaults to your email address. You can change this to whatever you prefer. Password

Step 4: Select the appropriate Access Types for Adding an Application: A check mark will appear in the box next to the access you are selecting. Online Application Access for Developers Only-allows application information to be entered online. Manage your Organizations Information and Users – allows management of organization

information such as contact information, users, partnerships and affiliated organizations.

The following access types do not affect the application, but are part of the choices: Annual Owner Certification and 8609 Access for Rental Housing - this will allow you to manage

information about projects/ developments you are affiliated with; for example, the completion of Annual Certifications and Tenant Income Certifications.

Claim Management Access- allows Awardee to submit claims online for payment. Currently not supported in DevCo Online.

Manage Organization MOUs- this category is not supported in DevCo Online.

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Manually Complete

(If no Org. Code)

**Passwords must be at least 7 characters and contain one number

Step 5: Select Next

Step 6: Complete the Manage your Organization Information Screen(Appears after clicking on Manage your Organization Information)

Use dropdown to pick Organization Role: Applicant Select: Applicant Select: Add

Step 7: Enter ALL roles your organization will have on the applying project Repeat Step 6 for each Role

- Every organization that is applying for tax credits needs to have an Applicant Role.- Every organization needs to have an Owner Role.- Everyone that registers for an organization-access needs to have a role within the organization.

Step 8: Select: NextStep 9: Select: Submit

A message will appear stating you may have to wait 3 business days for approval. An email will be sent to the same email account you log in with, denying or approving your request for

access.Note: all of the organization roles are shown on the Registration Summary

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The following appears once you have pressed submit:

Step 10: Check your email for access informationThe online system will send an email similar to the examples below whenever access is approved or denied:

Granting access to your Organization as an Administrator

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Step 11: Log into DevCo Online

Step 12: Read and select “I agree” or the process will not move past this screen A message will appear once you login. If you click on “I Disagree” it will take you to the log-in screen shown above.

After Selecting: I agree; the Programs Screen will appear similar to the screen below

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Compliance Monitoring

Not currently supported

Application entering

Project Affiliating

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III. Affiliating Organizations This is a very important part of the application.

Important: Every Organization you affiliate in this step will appear as options to choose in the application

The Projects you affiliate in this screen will be the same projects that will appear: o Partnerships

General Partners General Partner Principal Limited Partner

o Online Application- Project Contacts Construction Contractor Management Consultant Attorney Accountant Architect Title Company Surveyor Physical Needs Firm Environmental

Bond Counsel Bond Issuer Bond Enhancer Bond Underwriter Syndicator Contacts State Syndicator Historic Federal Syndicator Historic State Syndicator

Step 1: Select My Profile

Step 2: Select Affliated Organization from the left hand panel

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Step 3: From the list of Organziation Codes provided by OHFA enter one at a time under Organization Lookup

Step 4: Select: Find

Step 5: Select: Add

The organization will appear in the list once you choose Add. All of the contacts affiliated with that organization will show as well.

Important: The option to remove the organization appears once you add it.

Step 6: Repeat for each Organization Code you recieved

Step 7: Make sure all of the organizations needed appear under the Affiliated Organization Header

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IV. Adding Partnerships

Step 1: Select My Profile

Step 2: Select Partnerships

The following screen will appear:

New Organization is to add any organizations you were not able to affiliate. The Affiliated Organizations dropdown is all of the organizations you have affiliated plus any that you

added.

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Step 3: Create your partnerships

From the Drop Down choose the affiliated organization.

Choose the Partnership role: Limited Partner, General Partner, or General Partner Principal.

Add in the Percent of ownership Select: Add New Partnership

The partnership appears under Partnerships

These will now appear in the Owner Information Screen of the Online Application.

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DevCo Roles and Definitions

Label DefinitionAccountant Organization that provides accounting and auditing services.Architect Organization that provides architectural services.Attorney Organization that provides legal services.Bond Counsel Organization that provides legal services related to the issuance of bonds to finance a project.Bond Enhancer Organization that provides credit enhancement for the issuance of bonds to finance a project.Bond Issuer Government body that issues bonds to finance a project. Bond Underwriter Organization that purchases an entire issue of bonds, then sells the bonds to investors.Capital Needs Assessment Firm Organization that provides capital needs assessment reports about existing buildings.Co-Developer Secondary Organization that acts as the developer of a project.Developer Organization responsible for all facets of real estate development.Development Consultant Organization that provides expert advice on development of a project.Environmental Review Consultant Organization that provides consulting services to ensure compliance with environmental regulations.Federal Historic Syndicator Syndicator of federal Historic Tax Credits. Role on application only.Federal Syndicator Syndicator of federal Housing Tax Credits. Role on application only.General Contractor Organization responsible for day-to-day oversight of the construction site.General Partner Organization that is a managing partner of a Limited Partnership (LP).Management Company Organization that provides property management services.Owner Entity that owns a project, typically a Limited Partnership (LP) or Limited Liability Company (LLC).Recipient Organization that is awarded HDAP funding for a Project.State Historic Syndicator Syndicator of state Historic Tax Credits. Role on application only.State Syndicator Syndicator of state Housing Tax Credits. Role on application only.Syndicator Organization that acts on behalf of the investors in a Housing Tax Credit or Historic Tax Credit project.

Label DefinitionAccountant Person who provides accounting and auditing servicesOnline Administrator Person who has full permissions and acts on behalf of a project in the online DevCo system.Applicant Person who enters the Online Application in DevCoArchitect Person that provides architectural services.Asset Manager Person who monitors and maintains the value of a property.Attorney Person that provides legal services.Bond Counsel Person that provides legal services related to the issuance of bonds to finance a project.Clerk of City/Village Council Official who performs administrative duties for the council of a city or village. Role on application only.Clerk of County Commissioners Official who performs administrative duties for a board of county commissioners. Role on application only.Clerk of Township Trustees Official who performs administrative duties for a board of township trustees. Role on application only.Co-Developer Person that acts on behalf of the secondary developer of a project.Developer Person responsible for all facets of real estate development.Development Consultant Person that provides expert advice on development of a project.General Contractor Primary contractor responsible for day-to-day oversight of the construction site.General Partner Principal Person who acts on behalf of a General Partner entity.Key Principal Person who acts on behalf of a Developer or General Partner.Loan Officer Person responsible for originating mortgage loans for a lending institution.

Manager Additional contact(s) at the management company. This may include any Regional Managers, Compliance Directors and any other management staff except the Primary and On Site Manager.

Mayor/ Chief Executive Officer Highest-ranking officer in the municipal government of a city or village. Role on application only.On Site Manager Person responsible for the daily management of a project. Their name merges to the online Property Details Screen.Owner Additional contact(s) who represent the entity that owns a project, typically a Limited Partnership (LP) or Limited Liability Company (LLC).

Primary Manager Primary contact at the management company to recive all Compliance inquiries and correspondence. Their name and address merges into letters, online Annual Certification, online Propery Details Page within DevCo.

Primary Org Contact CEO, President, Senior officer or key decision maker of the Organization

Primary Owner Primary contact for the owner to receive all Compliance inquiries and correspondence. Their name and address merges into the letters, online Annual Certification, online Propery Details Page within DevCo.

Signatory Person who executes documents on behalf of an Owner, Developer or General Partner.State Representative Elected official who represents a district in the Ohio House of Representatives. Role on application only.State Senator Elected official who represents a district in the Ohio Senate. Role on application only.Syndicator Person that acts on behalf of the investors in a Housing Tax Credit or Historic Tax Credit project.

CONTACT ROLES

ORGANIZATION ROLES

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