2015

DevCo Online Application Registration Quick Guide

Ohio Housing Conference

November 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)
  • 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 o 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 System

  • Notice: the various Browsers that support the Online System
  • Chrome does not support DevCo
  • Select: New User? Register here

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
  • Check the box: “My organization is not registered”
  • 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 informationsuch 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.

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 ALLroles yourorganization 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: Next

Step 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

The following appears once you have pressed submit:

Step 10: Check your email for access information

The 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

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

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:

  • Partnerships
  • General Partners
  • General Partner Principal
  • Limited Partner
  • 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

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

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.

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.

DevCo Roles and Definitions

1