RD Apply Automated Intake Application System for Water and Environmental Programs December 2015

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1 RD Apply Automated Intake Application System for Water and Environmental Programs December 2015

2 Michele J. Cardwell, Acting State Director and Community Programs Director Jane Patchin, Rural Development State Office Specialist 1835 Assembly Street, Suite 1007, Columbia, SC

3 RD Apply provides ability for customers to apply online for several Rural Development, Rural Utilities Service programs. Currently Water and Environmental, Electric, and Telecommunications programs Benefits and features are listed below: Centralized repository for portfolio reporting on all programs (e.g. All Electric, Telecom, and WEP loans applications in strike force counties.) Pre-population of data (Import from BDMS or CPAP of some customer data Event notification (e.g. Notify customers and users about changes with the application status) Responsive Design (e.g. Crafting sites to provide an optimal viewing experience easy reading and navigation with a minimum of resizing, panning, and scrolling across a wide range of devices (from mobile phones to desktop computer monitors).) Device independent access for customer via Internet GIS mapping features (e.g. Draw and save service area maps and automatically generate census data.) Tool Tips Configurable to allow for different program requirements Online Application Entry Data presentation by program selection Integration with existing systems reducing data entry (Export to CPAP and BAIL) Nonlinear application entry (e.g. Enter data as it becomes available) Edit checks and balances Application progress at a glance (e.g. Visible application checklist) Paper Reduction Electronic Customer File (ECF) Digital Signature Role based and allows customers to manage who can access and help complete their applications 02/24/2016 3

4 Below is the Water & Environmental Program s public web page 02/24/2016 4

5 Below is the public web site available to customers. It has four tabs with various information. 02/24/2016 5

6 Below is the public web site available to customers. It has four tabs with various information. 02/24/2016 6

7 More information given to the customer with links to RD Apply and to obtain a Level 2 eauth ID. 02/24/2016 7

8 More information given to the customer with links to RD Apply and to obtain a Level 2 eauth ID. 02/24/2016 8

9 Below are some sample screen shots of Online Identity proofing the customer can use to obtain a Level 2 Eauth ID without going to a local office. **see appendix A for more detail 02/24/2016 9

10 Below are some sample screen shots of Online Identity proofing the customer can use to obtain a Level 2 Eauth ID without going to a local office. **see appendix A for more detail 02/24/

11 Below is the Home page for RD Apply. The Customer will see all the applications they are working on or have submitted. They can add a new application or request to become an authorized representative for a company. They will also be able to see all notifications generated by the system. 02/24/

12 RD Apply Obtaining a Level 2 eauth Account - October 2015 Appendix A 12

13 RDApply eauth Accessing RDApply requires a Level 2 eauth account. eauth is the Security System that RDApply and many of the USDA Public applications utilize for access. Applicants can access via the RDApply Program Page by clicking Register ( or by going directly to RDApply at 13

14 RDApply eauth The USDA eauth Login Screen is presented. To obtain an eauth account, click REGISTER Button. 14

15 RDApply eauth Registration The Applicant will need to select Register for a Level 1 Account. 15

16 RDApply eauth Registration The Applicant will need to enter the required fields. 16

17 RDApply eauth Registration Once the Level 1 Account is created, the Applicant will receive an to Enable the Account. The Applicant will need to click the ACTIVATE MY ACCOUNT link in the 17

18 RDApply eauth Registration Once the Level 1 Account is activated, the Applicant will be taken to the following page. (Their information will be displayed in the middle section.) 18

19 RDApply eauth Level 2 Once the applicant has enabled the Account, they will need to login to RDApply ( The system will ask them to update their eauth Profile. 19

20 RDApply eauth Registration The applicant will be required to provide the data requested and submit the form. 20

21 RDApply eauth Level 2 After updating their eauth Profile and logging back into RDApply ( the system will automatically take the applicant through the Online-Identity Proofing process to complete their eauth Level 2 verification. 21

22 RDApply Online Identity Proofing Electing to verify online will present the following page asking for their SSN Number. PLEASE NOTE: The Applicant must enter their SSN, NOT the Organization s TIN. 22

23 RDApply Online Identity Proofing The Applicant will then respond to a series of identification questions. 23

24 RDApply Online Identity Proofing After the Applicant answers the questions, the system process the response, and if successfully the account is Upgraded to Level 2 If it was not successful, the Applicant will be allowed to try again with a different set of 24 identifying questions.

25 RDApply Accessing the System Once the Applicant has a Level 2 Account, accessing RD Apply with their new eauth ID and Password will take them to the RD Apply Landing Page. ( 25

26 Customers can request to be an authorized representative for their company and can be granted Administrator privileges, which will allow them to grant other people access to their application. Different roles can be assigned including signing/certifying, update, update certain areas only or viewing only. 02/24/

27 Water & Environmental Customer Roles available in Application Authorization Security Management (AASM). 02/24/

28 Below is a screen shot of the Application Authorization Security Management (AASM) system the employee access to grant Administrator role to the customer. Once the customer has Administrator privileges they will go here to assign roles to their employees or consultants. 02/24/

29 Customers can request to be an authorized representative for their company and can be granted Administrator privileges, which will allow them to grant other people access to their application. Different roles can be assigned including signing/certifying, update, update certain areas only or viewing only. 02/24/

30 02/24/ Sample Interview Questions

31 Interview Recap: Customers will be able to view all interview questions and answers as well as modify their responses. 02/24/

32 Once Interview questions are completed the applicant is taken to the Customer tab. Based on the Interview questions, the applicable program screens are rendered. 02/24/

33 Below is the Summary/Submit tab. The customer will be able to go to this tab at any time and see how they are progressing. If all required information for a certain section has been completed the customer will see a green check. If they have not met all of the requirements they will see a red X. The customer will not be able to submit the application until all sections have a green check mark. Messages will also be shown on the page to help customer know what is required and still outstanding. 02/24/

34 Features: Customer will receive helpful messages while using the system. Blue messages are informational, Yellow messages are warnings, Red messages signify errors that must be addressed before the application can be submitted. 02/24/

35 Features: Customers can add a new row of data, delete a row, save the screen, or print the screen. 02/24/

36 Features: Helpful Tool Tips and Easy Data Views (Hover over the field to view the associated help or display tips.) 02/24/

37 Features: Drop Down List for Easy Selection and Calendar Date Picker 02/24/

38 Facilities Tab Will show different screens depending on interview. Below are screen shots of sample screens. 02/24/

39 Facilities Tab Will show different screens depending on interview. Below are screen shots of sample screens. 02/24/

40 Volume Flow Screens 02/24/

41 Volume Flow Screens 02/24/

42 Project Cost Tab 02/24/

43 Financial Tab Screen Shots 02/24/

44 Financial Tab Screen Shots 02/24/

45 Financial Screens 02/24/

46 Financial Screens 02/24/

47 Financial Screens 02/24/

48 Financial Screens 02/24/

49 Financial Screen 02/24/

50 Customer will draw or upload their service area map. Census details will be shown for each service area. 02/24/

51 Documents Tab Attachments -- Customers will be able to upload attachments from their computer. 02/24/

52 Customers will be able to electronically sign all certifications. 02/24/

53 Customers will be able to electronically sign all certifications. 02/24/

54 Once a customer receives all green check marks, the Submit button will be enabled. After submission the customer will receive an notification with a Confirmation Number. 02/24/

55 Once a customer receives all green check marks, the Submit button will be enabled. After submission the customer will receive an notification with a Confirmation Number. 02/24/

56 After Submitting the Application, the Customer s application and attachments will be consolidated into two PDF s for easy review and access for their Personal Records. The Documents may take a few minutes to generate. 02/24/

57 After Submitting the Application, the Customer s application and attachments will be consolidated into two PDF s for easy review and access for their Personal Records. The Documents may take a few minutes to generate. 02/24/

58 After Submitting the Application, if USDA finds any issues with the Application, it may be Returned to the Customer for Updates as needed. The Customer will be Notified of this. The Application will be in a Returned Status, and the Customer is allowed to make the needed changes to their application and resubmit. 02/24/

59 After Submitting the Application, if USDA finds any issues with the Application, it may be Returned to the Customer for Updates as needed. The Customer will be Notified of this. The Application will be in a Returned Status, and the Customer is allowed to make the needed changes to their application and resubmit. 02/24/

60 We encourage you all to apply for RD Funds Through the RD-Apply System I have a Customer guidance hand-out I would like to share with you all if you will provide your address to me I will be happy to share the slides and the Customer guidance with you. Please provide your name, organization, and address on the sheets that were passed out if you would like a copy of the information. 02/24/

61 Michele J. Cardwell, Acting State Director and Community Programs Director Jane Patchin, Rural Development State Office Specialist 1835 Assembly Street, Suite 1007, Columbia, SC

62 2015 Funding In FY 2015 Rural Development Funded 16 loans in the amount of $49,236,066 and 14 grants in the amount of $12,691, % of our initial allocations of $32,765,000 and obligated 142% of our initial grant allocations of $8,930,000 We requested nearly $18,000,000 additional dollars from the end of the year National Office Reserves - in 2015 we served 82,491 of SC population 02/24/

63 2015 Funding In 2015 we obligated 35% of the loan and grant funds in Persistent Poverty, Strike Force or Promises Zone Counties. We obligated funds is 15 counties and 6 Congressional areas here in South Carolina. From we have obligated 118 loans in the amount of $334,406, and we obligated 88 grants in the amount of $152,934, for a total of $487,340, Nearly a half of Billion 02/24/

64 2016 Allocations Current loan allocation for SC is $30,500,000 Current grant allocation for SC is $8,500,000 SC is showing approximately $100,000,000 in preapplications and or applications at this time We encourage you to get your applications in as soon as possible to be considered for RD Funding 02/24/

65 2016 Allocations We look forward to a good year for 2016 and we look forward to using the new application system. It should benefit all of us and cut down on paper files and it will streamline the application system. Big thank you to Jill Miller and the Water Association folks for including Rural Development in this conference. We appreciate the opportunity to introduce the RD-Apply Application System to all of you THANK YOU 02/24/

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