Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Investment Management System (IMS) Guidance Technical Guide to Processing Social Homebuy 06 Schemes
Author Issue Date of Issue Status
Judi McPherson 1.0 8 June 2006 Final
Processing Social Homebuy 2006 schemes
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Icons / Buttons
The following are the standard icons that appear in every IMS screen. Any non-standard icons will be explained in the guidance for the particular task screen they appear in. Save Saves data in the task screen
Exit Takes you back to the Task List
Cut Cuts and removes highlighted information
Copy Copies selected data
Paste Pastes copied and cut data
Delete This icon only appears after a task screen is saved. Select this icon to delete the data and reset the task screen
Print Prints the data in the screen
Left Arrow Takes you back to the previous task screen
Right Arrow Takes you forward to the next task screen
Processing Social Homebuy 2006 schemes
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
SCHEME PROCESSING FOR SOCIAL HOMEBUY
Within IMS, Social Homebuy schemes are made up of Events and Tasks. Events Each scheme has a number of Events, to be completed in order, which mark the various stages in the life of a scheme. Each completed Event has a start date and an end date. Incomplete Events have a start date only. Grant Confirmation is always the first Scheme Event and when this is completed the remainder of the Events for that scheme will appear in the Scheme Event List. The screen below shows a Scheme Event List:
Screen 1
To enter a new scheme, click on Scheme in the selection of headings as displayed in the diagram above. The page below will then appear. The icons have the following functions:
To return to Scheme Manager
Add Event Icon, displays an ‘Available Events Screen’ as shown below
Deletes a selected Event The Payment Events are clearly identified by the word Payment and do not have tasks within them. All other Events relate to Scheme processing. Select an Event by double-clicking in the line of that Event. You will be presented with a Task List for that particular Event, as shown below:
Processing Social Homebuy 2006 schemes
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Screen 2
Tasks Each Event is made up of a number of Tasks (except for Payment Events, which are clearly identified by the word Payment and do not have tasks within them). Each Task equates to a screen which contains information about the scheme, except for SHMG revenue schemes, some of which contain several screens per task. Each screen represents a part of the relevant Housing Corporation form previously completed and submitted by the RSL. Each Task must be completed in order. As each task is started and completed the current date is displayed. To exit the Task List screen click on the icon. click on it. Available Events List The screen displayed below is the Available Events List screen. Select the Add Event icon to display this screen. This facility is used to add events such as Revised Approval, Final Cost and Termination. IMS will indicate which of the Events you are able to add to a scheme at any particular time. Open Scheme File (IMOPEN01.APP) This screen is owned by the RSL. HC and LA users can only view this screen. The Open Scheme screen is accessed from the Scheme Manager screen by selecting the ‘Schemes’ drop down menu and then: For new schemes selecting the ‘New Scheme’ option. For existing schemes selecting the ‘Scheme List’ option. To access a task highlight it and double-
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Screen 3
The Open Scheme screen is used to record the basic scheme details. A unique scheme number will be generated when the data is saved. After the scheme is opened and saved, you can advance to the Development Details screen to continue inputting information relating to the scheme. Alternatively, you can exit this screen via the exit icon to return to the Scheme Manager screen.
a b c
d
e
f
Screen 4
a. Scheme Class – Select menu
from the drop down
b. Scheme route – Select ‘Traditional’ or ‘Partnering Prog Approach’ (will always be the former for SHB) c. Scheme Address – Enter address of property being purchased Page 5
Processing Social Homebuy 2006 schemes
Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
d. Authority Details – Enter details of sponsoring and location LAs e. HC Contact – Enter details of Housing Corporation contact f. Expenditure Programme Details – If the scheme class is Social HomeBuy (see a) then these fields will automatically populate with the headings indicated in the diagram above.
A message will appear giving Once all the required fields have been entered, select save. you the new IMS Scheme Number. This should be recorded by the RSL. Once you have saved the RSL & LA details will automatically be updated. Use the keys to go forward/backward between screens.
Applicant Details (IMAPPL06.APP)
a
b
Screen 5
a. Name & Current Address of Lead Applicant – These details will be copied across from the address details in the previous screen as the property being purchased/current address will be the same for this programme. b. Household Type – Enter number of occupants Save
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Details of Property to be Purchased (IMPROP07.APP)
a
e f
b
g
c h d
Screen 6
a. Address – The name and address will be copied across from the address details in the previous screen as the property being purchased/current address will be the same for this programme. b. Date – Enter date that confirms Applicant’s eligibility c. LA Area – This code will copy over from a previous screen
d. Ordnance Survey Co-ordinates – These can be found on www.multimap.co.uk – enter the coordinates for the LA area in which the property is located e. Property Type – Select property type from the drop-down menu f. Tenure – Select type of tenure from the drop-down menu
g. Property size – Enter number of bedrooms and people occupying the property h. Purchases contribution – Enter the amount of the applicant’s mortgage and deposit
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Purchase Details & Disposal Proceeds Fund (IMPURC01.APP) a
i ii iii iv viii v vi vii
b
i)
v) vi)
ii) vii) iii) iv) viii
c
Screen 7
a. Purchase details: i) ii) Date of exchange of contract – the date here must be later than, or equal to, the ‘Date RSL confirms applicants eligibility’ Date of completion of Sale – the date entered here must be later than the ‘The Date of Exchange of Contract’
iii) Previous Public Sector Discount or Cash Incentive – Enter amount if applicant has previously had any public sector discount. If no previous subsidy enter 0 iv) Purchase Price – The full purchase price of the property v) % Share Purchased – enter % of equity share occupant has purchased in the property vi) Max Discount Allowed – This field is automatically populated by the max amount which is based on the LA (entered in screen 4) and the RTA TCI maximum limits vii) Discount Allowed – This field is automatically calculated as ‘% share purchased’ multiplied by ‘purchase price’, minus ‘Previous public sector discount or cash incentive’ viii) Price of Share Purchased - This field is automatically calculated as ‘% share purchased’ multiplied by ‘purchase price’, minus ‘Discount amount’ plus ‘Previous public sector discount or cash incentive’
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Note: The ‘Price of Share purchase’ must equal the mortgage amount plus deposit amount indicate in screen 4, if not the following error message will appear, “The price of the share purchased does not equal the mortgage amount plus deposit amount plus discount amount, please check these figures.”
b. Disposal Proceeds Fund (See screen 5) i) ii) Value of Property – Enter the value of the Social HomeBuy Property Historic Cost – Enter amount, if there is no historic cost, enter 0
iii) HAG/SHG/Other Public Subsidy previously paid – Enter amount, if there is no previous subsidy, enter 0 iv) Notional Loan – This field will auto-populate with the difference between ii) and iii) [It is not displayed on the screen if LSVT option selected.] v) Allowable Expenses – Enter an amount (see Capital Funding Guide). This amount cannot exceed the Social Homebuy Administrative Expenses vi) Social HomeBuy Administrative Expenses – This will always be fixed at £1,576 vii) Allowable Expenses on Aborted Cases – Enter amount, if no expenses, enter 0 viii) Amount for Disposal Proceeds Fund – This field will auto-populate once the other fields have been filled in with the relevant data
c.
Rent Details (See screen 5) i) ii) Total Rent per annum – The amount entered here cannot exceed 3% of the unsold equity Rent as % of unsold equity – This field is automatically populated as [‘Total rent per annum’ divided by (100% minus % share purchased) multiplied by ‘purchase price’%. This cannot be more than 3%
iii) HomeBuy Agent Eligible Service Charge per annum – Enter amount, if no Service Charges, enter 0 iv) Non Eligible Service Charge per annum - Enter amount, if no Service Charges, enter 0
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Allocation Matching (IMALOC03.APP) Before allocation matching can take place, it will be necessary to Submission Schedule the scheme/unit. Please refer to the Submission Scheduling Guidance if necessary. Once Submission Scheduling has taken place it will be necessary to allocation match the entry you have just created. When the Allocation Matching screen appears, the Scheme Details section will auto-populate with the relevant LA details and programme headings. The Allocation Details section will not contain any information as the unit/scheme will need to be matched with the details that have been input in Submission Scheduling. The only field that will hold any information is Match Status and “Not Matched” will be displayed.
Screen 8
a. Click on the match stick
and the following screen will appear.
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Screen 9
The relevant line will need to be selected to find the unit/scheme to allocation match (make sure it’s the line with the appropriate LA code). Once the relevant line has been selected, the following screen will appear.
Screen 10
Select the line that needs to be matched (check the grant amount in order to be sure that the appropriate line is being matched) and once the line has been matched the following message will be displayed.
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
Once the details have been matched the Allocation Details section will be populated with all the necessary information.
Screen 11
IMS Scheme Development Codes (IMALOC05.APP)
Screen 12
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
The ethnic codes will require updating as the number of units will display the number of units that were originally input at bid stage. The codes/units will need to be updated to reflect 1 unit.
Screen 13
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
RSL Submission (IMRSLS01.APP) Once all the scheme processing has been done, you will be required to Submit the scheme for Approval. You must click the button in order to submit the scheme.
Screen 14
The following declaration will then appear:
Screen 15 Processing Social Homebuy 2006 schemes
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Technical Guide to Processing Social Homebuy 2006 schemes Version 1.0 8 June 2006
If all the information submitted is correct, click confirm and the scheme will then be submitted for Housing Corporation approval.
Approval (IMAPRV05.APP) Once the scheme has been submitted by the RSL, the HC Officer will be required to check the agreed scheme details. If they are acceptable, the HC user can Approve the scheme.
You must click the
button in order to approve the scheme.
Screen 16
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