Online Loan Application - PowerPoint Presentation

Online Loan ApplicationCWSRF/DWSRFProject Information Form&SWIFT Abridged ApplicationQuick Reference Guide 1 Welcome

Welcome NoteDear Customer(s),Welcome to the Online Loan Application Project Information Form Quick Reference Guide. We are excited about your interest in utilizing the Online Loan Application system, and hope you find the system to be convenient and user-friendly.This Reference Guide will assist users in becoming familiar with the design and layout of the Online Loan Application system, and the many features the system has to offer to ensure a satisfactory user experience. We appreciate your interest in the Financial Assistance programs offered by the Texas Water Development Board, and look forward to continuing to identify ways to make our programs more accessible. Sincerely, Texas Water Development Board Staff 2

Table of ContentTopicSlidesWelcome Note2Housekeeping4Features5-12Registration13PIF Intro14Assign Roles 15-16PIF Type 17 Clean Water/Drinking Water SRF Project Information Form Reference 18-38SWIFT Abridged Application Reference 39 -48 Contact49 3

Housekeepinghttps://ola.twdb.texas.govCompatible with most commonly used browsers (i.e., Internet Explorer, Google Chrome, Mozilla Firefox)Note: Be sure to update your browserwith the latest security enhancements4

FeaturesAutomatic SaveInformation entered into all data fields will automatically be saved5

FeaturesHelp ButtonsHelp buttons provide more detailed instruction for specific questions6

Features Data Entry HelpersProvides quick data entry for specific fields7

Features AttachmentsNote: All attachments must be in PDF formatFree PDF converters may be found online8

FeaturesStatus UpdatesStatus of your record can be conveniently found on the users DashboardThe system notifies, by e-mail, all users listed as applicant, and the entities contact of status updates throughout the Project Information Form’s “Life Cycle”.9

FeaturesProject Information Form ReviewThe system will automatically list all known issues with the form prior to submittalUser may quickly identify missing information by clicking the associated link(s)10

Features Auto-CalculationsEmbedded formulas to perform Disadvantaged CalculationsCensus source data stored in system to eliminate errors11

FeaturesAuto Log OutThe Online Loan Application system will automatically log you outafter 30 minutes of inactivity12

RegistrationUsername is your email addressPassword must be: 8 charactersinclude 1 numeric character, and 1 special characterPassword is case sensitiveForgotten Password features13

PIF IntroSelect Appropriate State Fiscal Year 14

Assign RolesOnly Applicant can Assign User RolesApplicant may add and delete users on specific records15

Functionality of User Roles16FunctionApplicantContributorViewer Create PIF X X Edit an Assigned PIF X X View PIF X X X Submit X Un-Submit X View PIF Status X X X Audit X X Assign one or more users to a PIF X Grant Submit Privileges X Save as PDF X X Roll-Forward X

PIF TYPESelect the Appropriate Funding Program17

18Clean Water (CWSRF) &Drinking Water (DWSRF)State Revolving Fund Project Information Form

SRF Program Type19Clean WaterSRF Drinking Water SRF OR

General InformationEnsure correct PWS I.D. OLA generates Contact Info from TWDB database based on EntityUpdate contact information as necessary20

Service Area InformationPopulation should be confirmed by most recent ACS 5-year Estimates21

Project DescriptionName of Project should be unique:Please include in Name of Project “Emergency –” or “Urgent Need –” , if applicable. Short Description – Should briefly describe project need and solutionLong Description – Should detail proposed projectProposed Project Need (in blue) - Include references to notices from EPA and/or TCEQ22

Cost Category (DWSRF)The Drinking Water State Revolving Fund Project Information Form requires applicants to indicate the cost categories associated with the proposed project.Selection of Cost Categories will impact the availability of choices on the Estimated Costs table.23

Rating CriteriaThe rating criteria automatically guides the user based on Project Information Form type.Additional questions may be generated based upon the user’s answers.24

Consolidation (DWSRF)Ensure correct PWS I.D. is utilized25

Green Project Information Indicate estimated green costsProvide justification for green costs26

Refinancing Ensure appropriate documentation is attached and meets refinancing eligibility.27

Readiness to Proceed SectionsThe Readiness to Proceed sections are required to be updated annually for consideration during the next funding cycle. 28

Estimated CostsSelect the appropriate phases requested for fundingInclude all project costs by categoryFor Drinking Water projects, Cost Categories selected on the Project Description page will determine available fields for cost entries.29

Estimated CostsAuthorized SignatureSignature of Entity’s Authorized Individual is required to be attached with Estimated Costs.For projects with costs over $100,000, a professional engineers signature and seal is required to be attached.30

Disadvantaged CommunitySelect appropriate Disadvantaged Community review (Survey/Census; Entire/Portion)Upload Service Area Map31

Disadvantaged Community SurveyAttach survey documentationRecord Survey Data in appropriate fields32

Disadvantaged CommunityCensusSelect geographic boundaries of service areaIf multiple boundaries, manually enter Household connections per boundary33

Disadvantaged CommunityWater/Sewer RatesReview and record water/sewer rates34

Disadvantaged CommunitySummary PageProvides customer with summary of estimated Disadvantaged calculation results35

Additional AttachmentsEntity may add additional information relevant to the project for consideration36

ReviewThe system automatically reviews the Project Information Form before submittal.37

Project Information Form SubmittalThe form must be electronically signed by the Entity’s Authorized Representative.Only an Applicant or user that has been assigned submittal capabilities may submit the form for review. 38

39State Water Implementation Fund of Texas (SWIFT)Abridged Application

Abridged Application Type40Select SWIFT under “Program Type”

General InformationEntity name appears after first few lettersIf entity is not in the database, use “New Entity Name”Return to this screen to update contact information as necessary41

Service AreaReport population served when fully operationalIf different from projections used for Regional Water Plan, provide an explanation in the “Additional Attachments” section.42

Project DescriptionProvide the name and location of project information in Regional Water PlanDescribe the projectIdentify the Regional Water Planning area where the project will take placeIndicate phase(s) for which assistance is requestedIdentify emergency characteristics43

Project Description, Cont’dAg Efficiency – provide amount and explanation if “Yes”Household Cost Factor information (for entire service area)Will the project produce or conserve water? (Provide amount in acre-feet per year)44

Readiness to ProceedDocument the project’s readiness to proceed (select all that apply)45

Estimated CostsProvide amount requested for each type of assistance, plus local & other funding sources.Provide anticipated commitment schedule if requesting multi-year46

Additional AttachmentsProvide additional information relevant to the project47

ReviewThe system automatically reviews the Project Information Form before submittal.48

Contact InformationTelephone (512) 463-0991Email:Financial_Assistance@twdb.texas.gov49