Residential Builder Portal User Manual
Contents
1. Application ID Status Application Date Draft Builder Information Builder Name User Name Phone Builder 1 v master builder 780 123 4567 Email masterbuilder mailinator com Building Information Building Id Project Name Building Name Construction Type Building Type Building Sub type New Construction Single Family Detached Site Built Municipality v This building is a condominium or part of a condominium development Enter Building Information as needed a Building ID will be blank and uneditable for a new registration A Building ID will be generated by the system and be uneditable by the user when the registration is saved as a draft or submitted b Enter a Project Name if applicable Giving the same Project Name for all buildings in a development will enable users to search the system for all buildings associated with that project JMbertam Government RB Training Guide NHBPS 03 16 15 c Enter a Building Name if applicable If a building is part of a project we recommend giving each building a name that is unique within that project d Select a Construction Type Choose Reconstruction only if the building meets the NHBO s specified threshold for reconstruction designation e Select the appropriate Building Type Note that a single family residence with a secondary suite that will not be owned under a separate land title should be given the Single Family Detached type f Select the appropriate Building Sub2. with 6 If the logged in user is an account administrator for more than one builder account in the NHBPS the Organization dropdown list will contain a list of all builder accounts for which the user is an administrator Select the builder account to which the new user will be added 7 Select the appropriate User Role for the new user Builder accounts can have no more than two account administrators 8 Click the Submit for Approval button to send the request to the NHBPO or click Cancel to close the form without submitting the request the data will not be saved 9 An email notification will be sent once the request has been processed up a 4 3 Adding an Existing User to an Existing Builder Account The following process will submit a request for the creation of a new user who will be associated with an existing builder account designated by the account administrator This request type is used to associate a user with multiple organizations In order to submit this type of request the logged in user must be an account administrator for the builder account to which the user will be added and an account administrator for at least one organization with which the user is already associated To add an existing user to an existing builder account 1 Log into the NHBPS as residential builder account administrator 2 Click on Account Administration in the primary navigation menu 3 Clickthe Add Existing User button 24 8 Mbertam
3. Builder dropdown list before clicking the Request Validation button 22 JMbertam Government RB Training Guide NHBPS 03 16 15 3 3 Creating an New Home Registration On the New Home Registration form the Builder Name field in the Builder Information section of the form will be either a read only field that cannot be changed or a dropdown list If the logged in user is associated with only one builder account in the NHBPS Builder Name will be a read only text field pre populated with that builder if the logged in user is associated with more than one builder account in the NHBPS Builder Name will be a dropdown list containing all of the builders with which the user is associated When a logged in user associated with more than one builder account in the NHBPS opens a blank new home registration form the Builder Name dropdown will be automatically set to whatever builder was selected in the Working as Builder dropdown list when the form was opened To associate the registration with a particular builder select the appropriate builder from the Builder Name dropdown list Once Builder Name has been selected on the form changing the selection in the Working as Builder dropdown list will not affect Builder Name on the registration form The Builder Name dropdown is disabled and the selection locked after the new home registration has been paid 4 Account Administration The tools found in the Account Administration section of the Residential Bui
4. Government RB Training Guide NHBPS 03 16 15 4 The Organization dropdown list will display all builder accounts for which the logged in user is an account administrator Select the builder account to which the user will be added The User dropdown list will display existing users who are not already associated with the selected builder account This will prevent the submission of requests to add users to accounts to which they already belong Select the user to be added to the selected builder account Select the appropriate User Role for the new user Builder accounts can have no more than two account administrators Click the Submit for Approval button to send the request to the NHBPO or click Cancel to close the form without submitting the request the data will not be saved An email notification will be sent once the request has been processed 4 4 Remove an Existing User from an Existing Builder Account The following process will submit a request for to remove an existing user from an existing builder account To remove an existing user from an existing builder account wN O 0 N D n SE Log into the NHBPS as residential builder account administrator Click on Account Administration in the primary navigation menu The Organization dropdown list will display all builder accounts for which the logged in user is an account administrator Select the builder account from which the user will be removed The Organization User List wi
5. Location the only functional difference is that the copy feature does not appear in the Unit Location tool To enter Location information Or U ete ho S N 10 11 12 13 Click on the appropriate Location button i e Building or Unit To add an address select the appropriate Address Type Civic or Rural Click the Add Address button A set of blank data entry fields will be displayed Enter the information as needed Additional addresses can be entered by clicking the Add Address button again To add Lot Block Plan click the Add Lot Block Plan button A set of blank data entry fields will be displayed Enter the information as needed Additional Lot Block Plan entries can be provided by clicking the Add Lot Block Plan button again To add a legal description select the appropriate Legal Description Type ATS Standard or ATS Non Standard Click the Add ATS button A set of blank data entry fields will be displayed Enter the information as needed Additional legal descriptions can be entered by clicking the Add Legal ATS button again Click the Save button to save your changes or click the Cancel button to close the location tool without saving your changes To delete location information punt Click on the appropriate Location button i e Building or Unit The Location tool will open displaying all previously entered location information Click the Delete icon an X in the location entry you want to
6. MAConnect login credentials for an administrative user who will manage the account Access requests for additional users and the creation of additional builder accounts will be done from within the new builder account once it has been created not through this form For information on how to create account for additional companies and submit requests for additional user access see section Sbertom Government RB Training Guide NHBPS 03 16 15 2 2 Primary Navigation Menu The primary navigation menu for the Residential Builder Portal of the NHBPS is a series of links arranged in a row in the upper portion of the page below the NHBPS banner Home Clicking on the Home menu item takes the user to the Residential Builder Console where access is provided to the tools for carrying out the primary activities of residential builders in the NHBPS These include submitting builder validation requests creating and editing new home registrations creating and editing rental exemption applications payment processing and entry of policy commencement dates Application Search Links to an advanced search form providing comprehensive search options for finding registrations owner builder authorizations and rental exemptions Builder Profile Links to the Builder Profile for the organization to which the logged in user belongs if the user belongs to more than one organization this will link to the profile for the organization selected in th
7. d Legal Description ATS Standard or ATS Non Standard When all of the available location information has been provided click the Part 3 Verification tab A summary of the information entered in the application will be displayed Missing information required to submit the application will be identified To enter missing information or modify the application before submission click on the appropriate tab and make the necessary changes or additions When all information has been provided and verified click the Submit button The application will be moved to Awaiting Payment status in the NHBPS workflow The Rental Exemption application will not be processed by the NHBPO until payment has been made Payment may be made online through the Payments tab of the Residential Builder Portal or by cheque money order or bank draft For information about the online payment process see section 2 9 2 13 Entering Occupancy Dates The NHBPS provides builders with the ability to provide occupancy dates of rental properties for which they have submitted rental exemptions in the system New Home Buyer Protection staff has the ability to enter occupancy dates into the system on behalf of builders and to modify occupancy dates if necessary Only one occupancy date is required regardless of the actual number of units in the building the date provided should be the date the first unit was occupied To enter or modify occupancy dates 1 2 Click
8. delete You will be prompted to confirm the deletion The location entry will be no longer be visible but the deletion will not be complete until the Save button is clicked Click the Save button to save your changes or click the Cancel button to close the location tool without saving your changes To copy information from building location to unit location 1 P Ensure that the Unit Location tool for all units to which location information is to be copied are blank Building location information will only be copied to units with completely blank location fields Click on the Building Location button in the Building Information section of the registration form The Building Location tool will open Ensure that the Copy Location to Units checkbox is checked Enter all building location information that will be copied to unit location 13 JMbertam Government RB Training Guide NHBPS 03 16 15 6 Click Save to copy the location information to the units 7 As needed location information for any unit can be modified by clicking the Unit Location button and making the necessary changes Note If the Copy Location to Units checkbox is checked information deleted in the Building Location tool will also be deleted from any units to which that information was copied 2 9 Online Payment Online payment can be made on New Home Registrations and Rental Exemption Applications that have a status of Awaiting Paym
9. generated date will be provided when the application is submitted Enter Builder Information as needed a Builder Name will be prepopulated and uneditable If the logged in user is associated with more than one builder account in the system a dropdown list will be provided for selection of the appropriate builder be sure to verify that the appropriate builder has been selected User Name will be prepopulated and uneditable c Phone will be prepopulated and uneditable Abertam Government RB Training Guide NHBPS 03 16 15 d Email will be prepopulated and uneditable Note At any time during the process of creating a new home registration if you need to stop working on the registration but do not want to lose the progress you have made you can save the incomplete registration as a draft and come back to it later To save a registration in progress click the Save As Draft button located below the Units list New home registrations can be saved as drafts without a warranty provider selected which enables builders to enter registrations into the NHBPS while waiting for their warranty provider to complete their builder validation request Figure 1 Residential Builder New Home Registration screen upper half 5 New Home Buyer Protection System Current User master builder Home Application Search Builder Profile Organization Administration Working as Builder Builder 1 New Home Registration Application Information
10. on the information available Figure 6 Search Registrations screen Advanced Search Search by Street Address M Street Address St dress Rural Plan cription ATS Legal Description Non ATS Street Suffix Street Type Street Direction Postal Code Registration Form ID Registration Unit ID All Any v All Any v All Any Registration Status Project Registration ID amp Project Status Municipality amp Location B To search the registry Click on Application Search in the primary navigation menu Use the Search for dropdown menu to select the application type s to search Use the Search by dropdown menu to select a search method Enter the appropriate information in the fields provided When all available information has been entered click the Search button The results screen will show all entries matching the selection criteria GR NR When searching by Status a dropdown list containing all of the available status options will be provided Information on the meaning and use of each status is provided in Table 1 Registration Status options 20 Abertam Government Figure 7 Registration Status options Advanced Search Search by Registration Status Registration Status Registration Status AIL Any RB Training Guide NHBPS 03 16 15 Warranty Rejected P Project amp Status amp Municipality amp Location Draft Validation Pending Approve
11. 5 Enter the Application ID in the Search tool located above the list of registrations and click the Search button You can also use the data grid filtering tools to find the appropriate application To open the Warranty Commencement tool click on the Commence Warranty icon a house on a light blue background in the Actions column for the appropriate registration To enter or modify the common property policy commencement date click on the calendar icon to the right of the Commencement Date field in the Common Property section of the tool Select the correct Month and Year then click on the correct day in the displayed calendar page To enter or modify unit policy commencement dates click on the Set Commencement Date icon a pencil in the Actions column for the appropriate unit The Warranty Commencement tool will open Click on the calendar icon to the right of the Date field Select the correct Month and Year then click on the correct day in the displayed calendar page Click the Save button to save the entered dates or click the Cancel button to exit the Warranty Commencement tool without saving your changes 2 12 Rental Exemption Applications Purpose built rental housing is exempt from the requirement for warranty coverage under the NHBPA Builders must register purpose built rental projects with the NHBPO a Registrar s Certificate will be issued verifying the exemption and the property will appear in the Public Registry Rental proj
12. JMbertam Government RB Training Guide NHBPS 03 16 15 Residential Builders User Manual for the New Home Buyer Protection System v2 0 Prepared by New Home Buyer Protection Office Alberta Municipal Affairs Moore Government RB Training Guide NHBPS 03 16 15 Contents 1 I rOdUeton arrene 3 2 Using the Residential Builder Portal of the NHBPS ccccsesssccccceesesessaeceeecssseseseaeeeeeeesseseaeaeeeeeens 3 2 1 NHBPS Account Creation through MACONN GCE cccseesesseceeececeseenaeceeecesesseseaeeesecsssesesnsaeeeeeens 3 2 2 Primary Navigation Menu esesevvvvvvvvvvvvvevvvvvvrnvernsnsnsnsnsnsnsnsesnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnsnseser 4 2 3 Residential Builder Console rrnrrennvonnnnvnovnnvnrnvevnnannnnnnnnnvnavenurneennennnnnnnrnreeenneennnnnnvnavernreseaneeennnnee 4 2 4 Working with Data Grid cc cccccccceseessesseecccececeessees AR cossssasecsecececsesscanceseceeaesesscanecseceeeess 4 2 4 1 LoT Io gt Ne KE EE 4 2 4 2 DE sc ateceeeessessnssceseeneassessnerecseeeeaesesenars 5 2 4 3 ON Ta EEE E 6 2 5 Editing a Builder Profile csccceeecnssessnencececeseess MG MDDpes sonsscarecsecesessssscanseseeneaess 6 2 6 Builder Validation Requests ccccsssscccececsssesssseeeeecessesenaesecececessesasaeeeseesedesesssaeseeecsssesecaaaeeeesens 7 2 7 Creating a New Home ReiStration ccccccceceeteeesencececeeeceseeaaaeeeeeeeeeeeeaaaeeeeeedenseeaeaeeeeeee
13. Location Submit Registration Save As Draft Go Back 6 When the registration form is complete and you have verified the accuracy of all of the data click the Submit button The registration will be submitted to the selected warranty provider for confirmation of coverage When a new home registration is submitted to the NHBPS workflow it will be routed to the selected warranty provider for confirmation of warranty coverage regardless of whether payment has been made Online payment of the registration fee will not be possible until the warranty provider has completed warranty confirmation on the registration The warranty confirmation process gives both the warranty provider and the builder the opportunity to verify that the building information entered on the registration form is accurate Information such as Building Sub Type and Number of Units is used to calculate the fee for the registration Requiring warranty confirmation before online payment is enabled will reduce the likelihood of payment being made on an incorrect registration The opportunity for this verification is critical because Building Sub Type and Number of Units cannot be altered on a registration once the fee has been paid After the fee payment for a registration has been successfully processed the registration will be routed to the NHBPO for approval The approval process will not be completed for registrations which are awaiting payment Approved registrations will be d
14. Type Different sub type options will be provided for single family detached homes and multi family homes For most multi family sub types the system will generate the appropriate number of units e g three units will be generated for a triplex For the Rowhouse Townhouse and Apartment Style Stacked subtypes the user will be able to specify the number of units this number will not be editable once the registration fee has been paid g Select the appropriate Municipality from the dropdown list If a specific municipality does not appear on the list the user should contact the permit issuer to determine if there is an appropriate alternative that should be selected if there is no appropriate alternative the user should contact the NHBPO to request that the municipality be added to the list h Use the checkbox to indicate whether or not the building is a condominium or part of a condominium development i Use the checkbox to indicate whether or not the building will have an additional 2 years of building envelope coverage j Select the appropriate Warranty Provider from the dropdown list The registration will be routed to the selected warranty provider when the Submit button is clicked If the appropriate warranty provider does not appear on the list or if no warranty providers appear on the list the user must submit a Builder Validation Request to the appropriate warranty provider For detailed information on submitting a Buil
15. able users to search the system for all buildings associated with that project c Enter a Building Name if applicable If a building is part of a project we recommend giving each building a name that is unique within that project d Construction Type will be set to New Construction and cannot be changed 18 10 11 12 JMbertam Government RB Training Guide NHBPS 03 16 15 e Building Type will be set to Multi Family and cannot be changed Rental exemptions cannot be submitted for single family buildings f Select the appropriate Building Sub Type For most multi family sub types the system will generate the appropriate number of units e g three units will be generated for a triplex For the Rowhouse Townhouse and Apartment Style Stacked subtypes the user will be able to specify the number of units this number will not be editable once the registration fee has been paid g Select the appropriate Municipality from the dropdown list If a specific municipality does not appear on the list the user should contact the permit issuer to determine if there is an appropriate alternative that should be selected if there is no appropriate alternative the user should contact the NHBPO to request that the municipality be added to the list Enter building location information as required Unit location information is not collected on Rental Exemption applications a LINC number b Civic Rural Address c Lot Block Plan
16. button to reset the form to its original state without saving your changes 2 6 Builder Validation Requests New Home Registrations created in the NHBPS must be sent to a warranty provider for confirmation of commitment to provide warranty coverage before the registration is approved by the NHBPO To submit a new home registration to a warranty provider for confirmation the builder must select the appropriate warranty provider from a dropdown list on the New Home Registration form When a builder account is created in the NHBPS no warranty providers will appear in the dropdown list on the New Home Registration form To add a warranty provider to the dropdown list a builder must submit a Builder Validation Request to the warranty provider When the warranty provider validates the builder the warranty provider will appear in the dropdown list on New Home Registration forms for that builder To submit a Builder Validation Request 1 If the logged in user is associated with more than one builder account in the NHBPS ensure that the appropriate builder is selected in the Working as Builder dropdown list in the primary navigation bar 2 On the All Applications tab click the Request Validation button this button can also be found on the New Home Registration form 3 The Builder Validation Request window will open 4 Select the appropriate Warranty Provider from the dropdown list This list will contain all warranty providers registered in
17. creen will be displayed Required fields are marked with an asterisk 4 The Builder Profile will be pre populated with the information entered in the NHBPS Access Request Form If the logged in user is associated with more than one builder account in the NHBPS selecting a different builder in the Working as Builder dropdown list will change the builder whose information is displayed in the profile 5 The Details and Addresses tab contains information describing the organization as well as physical and mailing addresses This information is pre populated from the NHBPS Access Request form 6 Legal Name and Builder Type will be prepopulated based on the MA Connect account information and cannot be edited or changed within the NHBPS 7 Physical Address and Mailing Address are editable 8 The Primary Contact tab contains the information entered in the Primary Contact section of the NHBPS Access Request form and is editable w JMbertam Government RB Training Guide NHBPS 03 16 15 9 The Other Contacts tab contains the information entered in the Persons in Control and Person of Authority sections section of the NHBPS Access Request form Persons in Control information is editable Person of Authority is read only as it is a record of who authorized the submission of the original NHBPS Access Request form for the account 10 Modify the information on each tab as needed 11 Click the Save button to update the profile or click the Cancel
18. d Denied Awaiting Approval Table 1 Registration Status options Status Explanation Approved The registration has been approved by the NHBPO Awaiting Approval The file has been sent to NHBPO staff for manual approval 1 Awaiting Compliance Assessment The registration has been approved and is awaiting a scheduled assessment by a NHBPO Compliance Officer Awaiting Warranty Confirmation The registration is waiting for the warranty provider to confirm the commitment to provide coverage Awaiting Payment The registration fee has not yet been paid Cancelled The registration form was cancelled by the Builder De Enrolled The warranty provider has withdrawn the conditional warranty coverage on the unit Denied This applies to Owner Authorizations that have been denied by the NHBPO Draft This applies to incomplete registrations that have not been submitted into the approval workflow Validation Pending Registration is waiting for validation by warranty provider Warranty Rejected The registration has been rejected by the warranty provider 3 Using the Multi Organization Feature Once a builder s initial account setup has been completed in the NHBPS including the creation of the administrative user for the account additional company accounts can be created by that administrative user These additional accounts are created through the tools found in the Orga
19. der Validation Request see section 2 6 k Enter Location information for the building if available Location information can be entered for the building as well as each unit in the building i Fora Single Family Detached home use the Building Location tool to enter location information Unit Location data entry will be disabled ii For Multi Family homes use the Building Location tool to enter location information that is the same for all units For detailed information on entering Building Location see section 2 8 I Enter Location information for each unit in the building this information can be entered manually for each unit or can be automatically populated by using the Building Location tool For each unit in the building one of the following must be provided i Lot Block Plan ii Legal Description ATS Standard or ATS Non Standard iii LINC number 10 Abertam Government Figure 2 Residential Builder New Home Registration screen lower half RB Training Guide NHBPS 03 16 15 Construction Type Building Type Building Sub type New Construction v Multi Family v Duplex Municipality This building is a condominium or part of a condominium development Warranty Warranty Provider This building will have an additional 2 years building envelope coverage Request Validation Building Location Building Location Units Unit Number Location Linc Policy Number Registration Unit ID 1 Unit Location Unit
20. e Working as Builder dropdown list The Builder Profile will be editable only if the logged in user is an administrative user for the organization Organization Administration Links to administration tools that allow administrative users to request access for new users change organizations and or roles of existing users and create new accounts for additional companies 2 3 Residential Builder Console The Residential Builder Console uses a tabbed interface to provide access to the tools used by builders to carry out various activities within the system These include creating and editing new home registrations creating and editing rental exemption applications payment processing and entry of policy commencement dates Each tab provides access to a specific task with the exception of the first tab All Applications which provides access to all tasks the builder needs to perform 2 4 Working with Data Grids On each tab in the Residential Builder Console items that require builder action are displayed in a data grid Although the items listed columns of information and available actions may differ from tab to tab the tabs contain a common set of features for sorting filtering and browsing the data 2 4 1 Sorting Sorting retains all of the rows of information displayed in the grid but changes the order in which they are displayed The data in the grid can be sorted by a particular column by clicking on the column label in the top row o
21. e payment form 7 After verifying that the payment information provided is accurate click the Submit Payment button to complete the transaction 8 If your payment is successfully processed the Payment Confirmation screen will be displayed The Payment Confirmation screen will show the payment status along with a receipt for the transaction To download a printable PDF of the receipt click the Print button at the bottom of the screen 14 Sibertom Government RB Training Guide NHBPS 03 16 15 Figure 3 Online payment form Account GovernmentofAlbertal is in test mode Please complete all highlighted fields Name Slava 2424 Bourik Phone Number Address Line 1 Address Line 2 City Province Alberta v Postal Code Country Canada v Email slava bourik ca fujitsu com Payment Information poly Invoice Order Number 13RF1122472 Amount 95 00 CAD Name on card Credit Card Type VISA v Credit Card Number o Expiration Date 01 vw 2013 Comments Back Submit Payment Note The online payment component is a secure third party system external to the NHBPS Your credit card information is never stored in the NHBPS 15 Mbuban Government RB Training Guide NHBPS 03 16 15 Figure 4 Payment Confirmation screen Registration Payment Confirmation Payment for Registration Form s 15RF1112132 was successful Registration Invoice Transaction ID Description of Service 10102299 Registrati
22. ects registered in the NHBPS may be subject to compliance assessments by NHBPO compliance officers in order to ensure that the project complies with the NHBPA e g a rental building converted to a condominium will lose its exempt status and be subject to the warranty coverage requirements To create a rental exemption application 1 2 Ul Log in to the Residential Builder Portal of the NHBPS Click the Create Rental Exemption button on the All Registrations tab of the Residential Builder Console On the Applicants tab provide information about the owners of the rental project i e individuals who hold title to the property Primary Applicant will be pre populated with the logged in user s information this information can be changed as needed Additional owners can be added by clicking the Add Co Applicant button Provide current Physical Address and Mailing Address information for each applicant Ensure that the Terms amp Conditions checkboxes are checked for each applicant as appropriate When all of the available owner information has been provided click the Part 2 New Building tab Enter information about the rental building as required a Building ID will be blank and uneditable A Building ID will be generated by the system and be uneditable by the user when the application is saved as a draft or submitted b Enter a Project Name if applicable Giving the same Project Name for all buildings in a development will en
23. eeeaaa 8 2 8 Entering Location Informatio nika oeae MP so aseecececessesscaseecccesassenssassececessessassasseees 12 2 9 Online Payment 22222020n083 BR kr BR oateeceessacsesscarsececeseaseasrerseceeeseassnans 14 2 10 Verifying Warranty Coverage Status for a Building Permit c cccesccesssecseeecsseeesseessnseesees 16 2 11 Entering Warranty Commencement Dates sccccececeeeteeenecececeeeeeeeeaaeaeceeeeeeeeeeaaeaeeeeeeeeeeeeaa 17 2 12 Rental Exemption Applications ccccccccsscnececssececesseeeeceeseeeececeeeeeceeseeeecscseeeececseeaeessseeaeeseeeeaeess 18 2 13 _ EntegiingsOccupancyQDa Siem 0 MMMM sssessecsccscessssssssorscescessesssanoesecscetsersnenonseesseesensaees 19 2 14 Application Seaneh a MMMM sosrossesecoesesscsossececsassesscsassesecsassecscsassesecsaesessesaasenes 20 3 Using the Multi Organization Feature cccccccccssccccssssececeesneeecscnaeeeeseaeeeeseaeeeeseaeeeeseueeseseaeeessenaes 21 3 1 Managing Residential Builder Profiles csccccsscssssecsssceessecseeecseesessaeeessuecseeeesseeseesseeseaaeeees 22 3 2 Builder V lidation REQUGSIS ss sccesssrsccssssrseccsssrseccesanseceessnseceesssseccessnseceenseseceessnseceasseneccananaes 22 3 3 Creating an New Home Registration anrnrnnnnnnnnonnnnrnnnnnnnnanennnnrennnnnnrenennnnrnnnnensvennnnrnrsnnnesevennnnrnen 23 4 Account Administrat AP mo nennnnnnnnnnnrnnnn annan rrnn venn nvenmvenn venn nn nn
24. ent The fee for a Rental Exemption Application can be paid online as soon as the application is submitted the fee for a New Home Registration cannot be paid online until warranty confirmation for the registration has been completed by the selected warranty provider A data grid containing all registrations and applications in Awaiting Payment status can be found on the Awaiting Payment tab of the Residential Builder Console To pay an application fee online 1 Click Home in the primary navigation menu 2 Click the Awaiting Payment tab 3 There are three options for making online payments a To pay fora single new home registration or rental exemption application click on the Pay Now icon a dollar sign in the Actions column for the registration or application b To pay for more than one item click on the checkbox in the selection column for each item to be included in the payment transaction Click the Pay Selected button c To pay forall items in the shopping cart click on the checkbox at the top of the selection column this will select all items in the grid Click the Pay Selected button 4 An invoice will be displayed containing a summary of all items selection for the transaction including the total payment required To download a printable PDF of the invoice click the Print button at the bottom of the invoice 5 Click the Pay Now button to open the online payment tool 6 Enter the required information in the onlin
25. f the grid e Clicking once will sort the data in descending order a downward pointing triangle will appear next to the label e Clicking again will sort the data in ascending order an upward pointing triangle will appear next to the label JMbertam Government RB Training Guide NHBPS 03 16 15 e Clicking a third time will restore the data grid to its default sort order the triangle will disappear 2 4 2 Filtering Filtering displays all rows of information in the grid that meet the filtering criteria and removes all rows that do not meet the filtering criteria The data in the grid can be filtered by a particular column by clicking on the filtering icon which looks like a funnel in a circle that appears at the right of the label for that column When the icon is clicked the filtering tool opens To filter the data grid 1 Click on the filtering icon in the appropriate column The filtering tool will open 2 Select the appropriate filtering rule e g Starts with Is equal to Is not equal to Contains 3 Enter the constraining data that completes the rule For some columns data will be entered in a text field for others data will be entered by making a selection from a dropdown list 4 Click the Filter button to apply the filter to the data grid To remove a filter from a single column 1 Click on the filtering icon in the column containing the applied filter The filtering tool will open C
26. hould the need arise e g to announce system updates scheduled maintenance and other administrative matters 7 Person in Control is an individual who is legally in control of the company i e Owner President CEO Board Member This form collects information for one Person in Control additional persons in control can be added through the Builder Profile after the account is created 8 Person of Authority is the individual authorizing this request 9 NHBPS user information is not collected through this form the administrative user who submits the form will be designated as the account administrator the new account 10 Click the Submit for Approval button to send the request to the NHBPO or click Cancel to close the form without submitting the request the data will not be saved 11 An email notification will be sent once the request has been processed 4 2 Adding a New User to an Existing Builder Account The following process will submit a request for the creation of a new user who will be associated with an existing builder account designated by the account administrator To add a new user to an existing builder account Log into the NHBPS as residential builder account administrator Click on Account Administration in the primary navigation menu Click the Request New User button A blank new user request form will be displayed Fill out the form with the appropriate information for the new user Required fields are marked
27. ing the unit location information will automatically be used as the building location The Building Location button in the Building Location section of the form will be disabled for buildings with the Single Family Detached Building Type For buildings given the Multi Family Building Type the location entry tools are enabled in both the Building Information and Unit Information sections of the form Unit Location is required as described above and can be provided by entering the information one unit at a time However the Building Location tool can streamline the process of entering Unit Location particularly if the information is the same for all units The Copy Location to Units feature in the Building Location tool will copy building location information into any blank units on the form Information that is common to all units in a multi family building can be entered once as building location and copied to all units The unit location information can then be modified as needed if any of the information is unique for each unit Location information that has been entered in the Unit Location tool will not be overwritten by the copy feature of the Building Location tool building location information can only be copied into a unit if the location fields are all blank 12 JMbertam Government RB Training Guide NHBPS 03 16 15 The individual components of the location entry tool work the same for both Building Location and Unit
28. ipal Affairs website The purpose of this guide is to provide instruction for the use of the Residential Portal of the New Home Buyer Protection System NHBPS including creating and editing new home registrations managing payments searching registrations and managing builder accounts This guide is not a resource for interpretation of the legislation Interpretive bulletins and other resources will be made available as needed Contact the New Home Buyer Protection Office NHBPO for more information See Table 2 New Home Buyer Protection Office Contact Information 2 Using the Residential Builder Portal of the NHBPS 2 1 NHBPS Account Creation through MAConnect The New Home Buyer Protection System is accessed through MAConnect the secure portal that enables users external to the Government of Alberta to enter certain online applications run by Municipal Affairs MA Connect is not a part of the NHBPS but is used to gain access to the system In order to enter applications i e new home registrations rental exemptions into the NHBPS for processing each residential building company must have its own account in the NHBPS As well at least one user must be created and associated with that account Initial account set up and user creation is done through the NHBPS Access Request Form The NHBPS Access Request Form enables first time users of the New Home Buyer Protection System to create their first builder account in the system and obtain
29. isplayed on the Public Search Registry http homewarranty alberta ca public registry 11 JMbertam Government RB Training Guide NHBPS 03 16 15 IMPORTANT Verifying that your registration information is accurate before proceeding to payment is critical After you have paid for a registration information on the registration that affects the payment calculation such as number of buildings or units cannot be changed Refunds will not be issued for amounts of 500 00 or less 2 8 Entering Location Information The NHBPS requires that location information be provided at the unit level for on every new home registration At least one of the following must be provided for each unit in a building e Lot Block Plan e Legal Description ATS Standard or ATS Non Standard e LINC Number Civic and rural address information is not required however if provided it can be helpful to warranty providers and NHBPO staff when processing applications As well civic and rural address information can make finding a home on the NHBPS Public Registry easier Tools for entering location information into a registration form can be found in both the Building Information and Unit Information sections of the form For buildings given the Single Family Detached Building Type location information must be entered through the Unit Location tool in the Units section of the form As there is only one unit associated with a Single Family Detached build
30. lder Portal enable users designated as account administrators to perform the following tasks e Request the creation of additional builder accounts i e new residential builder organizations e Request the addition of new users to existing builder accounts e Add an existing user to an existing builder account e Remove an existing user s access to an existing builder account e Designate an existing user as Account Administrator for an existing builder account or take away the Account Administrator role from an existing user The following sections explain how to carry out these tasks 4 1 Creating a New Builder Account The following process will submit a request for a new builder account in the NHBPS and designate the requesting user as the account administrator for the new builder account To create a new builder account Log into the NHBPS as residential builder account administrator Click on Account Administration in the primary navigation menu Click the New Builder button A blank new builder account creation request form will be displayed This is a single screen presentation of the NHBPS Access Request form without user information collection fields 5 Fill out the form with the appropriate information for the new builder account Required fields are marked with PwWNP 23 JMberam Government RB Training Guide NHBPS 03 16 15 6 Primary Contact is the individual who will be the preferred contact for the NHBPO s
31. lick the Clear button 3 When the filtering tool is closed the filter will no longer be applied to the grid and any removed data will be restored bd To remove all filters and restore all data to the grid 1 Click on Reset Filter button 2 All filters will be cleared and the data grid will be restored to its default state Filtering examples To find all registrations with a status of Awaiting Confirmation click the filter icon in the Status column select Is as the filtering rule and select Awaiting Confirmation as the constraining data To find all registrations submitted by builder ABC Inc click the filter icon in the Builder column select Is equal to as the filtering rule and enter ABC Inc as the constraining data To find all registrations submitted by builders whose company name starts with ABC click the filter icon in the Builder column select Starts with as the filtering rule and enter ABC as the constraining data To find all registrations submitted in 2015 click the filter icon in the Registration ID column select Starts With as the filtering rule and enter 15RF as the constraining data Mbertam Government RB Training Guide NHBPS 03 16 15 2 4 3 Browsing Data grids containing more than ten rows of information are split into pages containing a maximum of ten rows per page Page browsing controls can be found at the bott
32. ll display all existing users for the selected builder account Click the Remove icon an X in the Options column for the user to be removed The Remove Organization Access window will open Verify that the correct user has been selected Enter the reason for requesting the user s removal Click the Submit for Approval button to complete the request or click Cancel to close the window without submitting the request 10 An email notification will be sent once the request has been processed 4 5 Changing an Existing User s role The following process will submit a request for to change an existing user s role in the owner builder account To change an existing user s role An PwWN bP Log into the NHBPS as residential builder account administrator Click on Account Administration in the primary navigation menu The Organization User List will display all existing users for the owner builder account Click the Modify icon a pencil in the Options column for the user to be removed The Request Application Role Change form will be displayed Select the appropriate User Role for the user a Builder accounts must have at least one account administrator b Builder accounts can have no more than two account administrators Click the Submit for Approval button to complete the request or click Cancel to close the window without submitting the request An email notification will be sent once the request has been processed 25 Mbuban G
33. ments ofthe Act Property Information Property 1 Property Type Single Detached Home Total Number of Units 1 Warrantable Common Property No Additional Warranty on Building Envelope No To download a Registrar s certificate Log in to the Residential Builder Portal of the NHBPS Click on the Home item in the primary navigation bar Click on the Approved tab on the Residential Builder Console screen Enter the Application ID in the Search tool located above the list of approved registrations and click the Search button You can also use the data grid filtering tools to find the appropriate application 5 Click on the Download Certificate icon a printer on a dark blue background in the Actions column for the appropriate application 6 Print a copy of the certificate to present to your permit issuer or save the file to your computer to print later PWNP 2 11 Entering Warranty Commencement Dates The NHBPS provides builders with the ability to provide commencement dates for common property policies and unit policies for new home registrations they have entered into the system Warranty providers and New Home Buyer Protection staff have the ability to enter commencement dates into the system on behalf of builders and to modify commencement dates if necessary To enter or modify commencement dates 1 Click on the Commencement tab on the Residential Builder Console 17 JMbertam Government RB Training Guide NHBPS 03 16 1
34. nization Administration JMbertam Government RB Training Guide NHBPS 03 16 15 section of the Residential Builder portal of the NHBPS These tools are only accessible to adminsitrative users When an administrative user creates a new builder account in the system that user will automatically be designated as the administrative user for the new account as well An administrative user can add new or existing users to the accounts they administer Logged in users who are associated with more than one builder account will be presented with options to choose the builder for which they will perform certain tasks 3 1 Managing Residential Builder Profiles The Working as Builder dropdown list located at the right of the primary navigation bar is used when the user wants to view or edit a specific builder profile Selecting a builder from this dropdown will affect the data displayed on the builder profile screen this selection will not affect any of the data grids or the new home registration form To view or edit a builder profile Select the appropriate builder in the Working as Builder dropdown list Click on Builder Profile in the primary navigation bar The Builder Profile for the builder currently selected in the dropdown will be displayed If you make any changes to the displayed profile and want to save those changes click the Save button to commit those changes to the database PR acl ae a Note If you navigate away from the Reside
35. nnnnnm vanen uvenn nnnnnnennennnnennnnnsnnnene 23 4 1 Creating a New Builder ACCOUNT rrrannnnnnrnvvrnrrnannnnnnrnvvnnssnsnnnnnnnnnnrnssrannnnnnrnnnssssrnnnnnnnrnnnssssnnnnnnnnnn 23 4 2 Adding a New User to an Existing Builder Account arersrnrnnsnnnnnnrnrvnnrnnsnnnnnnrnrsnnssnsnnnnnnrnnsrnssnsnnn 24 4 3 Adding an Existing User to an Existing Builder ACCOUNT rrrrrnnnnnrnrvnnrrrsnrnnnnvnnvnnsrnsnrnnnnrsnnrnssnnnnnn 24 4 4 Remove an Existing User from an Existing Builder ACCOUNT ccessscccececessesenneeeeeeseessessaaeens 25 4 5 Changing an Existing User s role ccccccssssscecececeesesaceecececeseesenaeeeeeessessesauaeceeeesseesessaeseseesseesaea 25 5 Leam Mores koks s seske a davies hs ev aiedd Andie Ba esse deed nase lust ugitt 26 Sibertom Government RB Training Guide NHBPS 03 16 15 Figures Figure 1 Residential Builder New Home Registration screen upper half rrrrrannrnrnnvvrrnnvrrnnvvrrnnvnrrnnrnrn 9 Figure 2 Residential Builder New Home Registration screen lower half mmsrnrnransvvvrrannrrererrsrresern 11 Figure 3 Onlin p ym nt Tonkens nnee saree rE renee Se 00 i E anaE a E eE EE EE E EERS 15 Figure 4 Payment Confirmation SCr N ccccsscecssscessecsescecseesecsaecssauecsseeeceaeeesaueesesaesseeseseaeesssaeesenaeesaes 16 Figure 5 Sample Registrar s Certificate ccccccecesssscecessececeeseeeececenttececseeeecscseeeecscseeeececeeeaeceseeeaeeeseenaeess 17 Figure 6 Sea
36. ntial Builder Profile screen or select a different builder from the dropdown in the MAConnect header without clicking the Save button any changes you made to the displayed profile will be lost 5 If you need to view or edit another profile select the appropriate builder from the Working as Builder dropdown list in the primary navigation bar Be sure to save any changes made to the currently displayed profile before switching to another 6 The Builder Profile will be reloaded with the profile for the selected builder 7 If you make any changes to the displayed profile click the Save button to commit those changes to the database IMPORTANT Do not try to use the Working as Builder dropdown list to filter data grids or select a builder on a new home registration this dropdown does not affect those features 3 2 Builder Validation Requests The Request Validation button appears at the top of each tab in the Residential Builder Console to the right of the application creation buttons Clicking on this button opens the Request Validation tool The Warranty Provider list that is displayed in the tool will be filtered based on the builder selected in the Working as Builder dropdown list in the primary navigation bar The list will include only those warranty providers who have not yet validated the selected builder This prevents the submission of duplicate validation requests Be sure that the correct builder is selected in the Working as
37. om left of the data grid The controls provide the ability to jump to any page as well as move forward and backward through the pages of the grid The total number of items in the grid as well as the numerical range of items you are viewing can be found in the bottom right of the data grid e To move to any page in a data grid click on the number of the page in the browsing controls e To move ahead one page in the grid click on icon to the right of the numbered links in the browsing controls a right facing triangle e To move to the last page in the grid click on icon furthest to the right in the browsing controls a right facing triangle with a vertical line e To move back one page in the grid click on icon to the left of the numbered links in the browsing controls a left facing triangle e To move to the first page in the grid click on icon furthest to the left in the browsing controls a left facing triangle with a vertical line 2 5 Editing a Builder Profile Builder Profiles created after an MAConnect account creation request is completed can be edited in the NHBPS by the Administrative User for that builder To edit a Builder Profile 1 Ifthe logged in user is associated with more than one builder account in the NHBPS ensure that the appropriate builder is selected in the Working as Builder dropdown list in the primary navigation bar 2 Click on Builder Profile in the primary navigation menu The Builder Profile s
38. on Fee Date Paid Authorization Code 3 17 2015 12 28 59 PM MST TEST Builder Name True Build Org Registration 15RF1112132 Project Warranty Provider UAT Project Blanket Home Warranty Number of Units Amount Paid 1 95 00 amp Print Receipt 4 Back to Task List Note Most new home registrations for which warranty coverage has been confirmed will be auto approved by the system immediately after payment is successfully processed One percent of all registrations will be subject to manual approval by the NHBPO before appearing on the Public Search Registry 2 10 Verifying Warranty Coverage Status for a Building Permit Under the New Home Buyer Protection Act a building permit cannot be issued unless appropriate warranty coverage as defined in the legislation or an authorization for exemption from the coverage requirement is in place on the property A number of options for verifying warranty coverage or exemption are available to permit issuers They can request that the builder provide a printed copy of the Registrar s proof of coverage or exemption they can use the New Home Buyer Protection Public Registry search online or they can combine both options After a registration has been approved by the NHBPO it will become visible on the Public Search Registry As well builders will be able to download a certificate of approval bearing the Registrar s signature and seal this certificate can be presented to permit issuers a
39. on the Occupancy tab on the Residential Builder Console Enter the Application ID in the Search tool located above the list of registrations and click the Search button You can also use the data grid filtering tools to find the appropriate application To open the Occupancy tool click on the Occupancy icon a house on a dark blue background in the Actions column for the appropriate registration To enter or modify the occupancy date click on the Set Occupancy Date icon a pencil in the Actions column for the appropriate unit The Unit Occupancy tool will open 19 Sbertom Government RB Training Guide NHBPS 03 16 15 5 Only one occupancy date is required regardless of the actual number of units in the building the date provided should be the date the first unit in the building was occupied 6 Click on the calendar icon to the right of the Date field Select the correct Month and Year then click on the correct day in the displayed calendar page 7 Click the Save button to save the entered dates or click the Cancel button to exit the Occupancy tool without saving your changes 2 14 Application Search The Application Search tool provides a variety of options for searching for a registration form or a rental exemption Builders can search by Street Address Legal Land Description Lot Block Plan Registration Form ID Registration Unit ID Status Project or Policy Number Builders may use whatever search option is most convenient based
40. overnment RB Training Guide NHBPS 03 16 15 5 Learn More For more information about MA Connect and the New Home Buyer Protection System contact the New Home Buyer Protection Office Table 2 New Home Buyer Protection Office Contact Information Website www HomeWarranty alberta ca Information Line 1 866 421 6929 Email HomeWarranty inquiries gov ab ca 26
41. rch Registrations SCrECN ccsssscccccecessessnecesecscessecnaaeeeeeesseesesaeaeceeeceseesnsaeaeeeeecessesesaeaaeeesens 20 Figure 7 Registration Status OptiOnS rrwrvrvrvrvrvrvrsrvrsrvrsrvrsrnrbesvsrsssnsrsrsrsrsrsnsrsrsrsrsnsnsesesrsrsnsnsrsnsnsnsnsnsnsnses 21 Tables Table 1 Registration Status options ccccccessssseceeseeteceeseececeeseecececseeeeceeseesecesseetecsesuaseceeseneecseseaaecesseeaeess 21 Table 2 New Home Buyer Protection Office Contact INformation cccesccesssecseseecseceecsseeesseessseeeeees 26 JMbertam Government RB Training Guide NHBPS 03 16 15 1 Introduction The New Home Buyer Protection Act establishes minimum requirements for warranty coverage on new residential construction in Alberta Under the Act a building permit cannot be issued unless appropriate warranty coverage as defined in the legislation or an authorization for exemption from the coverage requirement is in place on the property The New Home Buyer Protection Act applies to all new homes built where the building permit is applied for after February 1 2014 In addition to new homes as defined in the Act the legislation also applies to substantial reconstruction as well as manufactured homes includes modular ready to move etc More information on reconstruction and manufactured homes can be found in the Registrar s Bulletins page http municipalaffairs alberta ca 1922 cfm of the Home Warranties section of the Munic
42. s verification of warranty coverage Builders should contact their permit issuer before applying for a building permit in order to find out the preferred method of verification As a best practice we recommend always downloading and printing the Registrar s certificate when a new home registration is approved Only the builder of a 16 Mbuban Government RB Training Guide NHBPS 03 16 15 property can download and the Registrar s certificate permit issuers and your warranty provider do not have access to the certificate Figure 5 Sample Registrar s certificate Mberka n Government Approved New Home Registration Registration Unit ID Civic Address T Legal Description LINC Nom Hams Guyer Protection Olite 14RU0111733 123 45th Street NW Edmonton Lot 2 Block 27 Alberta T6G 174 Plan 717HW New Home Buyer Protection Approved on February 6 2014 Registration Form ID 14RF0111426 Status Approved Registration Approval Date 2014 02 06 Builder Cavanaugh Homes Ltd Address 5807 149 Ave Edmonton AB T5A 0E1 Phone Number 780 476 0000 C Website www cavanaugh ca Registrar Warranty Provider The Alberta New Home Warranty Program Phone 1 800 321 7654 z tance or non compliance with provisions of the New Home Buyers Protection Act Website www anhwp com and Regulations Pursuant fo he New Home Buyers Protection Act the Owner Builder and or the Residential Builder are responsible for meeting the require
43. the NHBPS who have not validated the builder appearing in the Working as Builder dropdown list in the primary navigation bar If your warranty provider does not appear in the list contact the NHBPO 5 Click the Submit button The Builder Validation Request will be sent to the selected warranty provider 6 The user who submitted the request will receive an email notification when the warranty provider validates or rejects the builder a If the warranty provider validates the builder the warranty provider will appear in the dropdown list on the New Home Registration form for that builder b If a builder is rejected by a warranty provider the builder should contact the warranty provider to discuss the reason for the rejection The builder can then send a new request to that warranty provider or submit a request to a different warranty provider as appropriate JMbertam Government RB Training Guide NHBPS 03 16 15 Note New home registrations can be saved as drafts without a warranty provider selected which enables builders to enter registrations into the NHBPS while waiting for their warranty provider to complete their builder validation request 2 7 Creating a New Home Registration The Residential Builder Portal is used to create and edit new home registrations We recommend the following best practices when creating new registrations 1 Establish a relationship with a warranty provider before creating the registration as the s
44. ystem will require that you are validated i e identified as a client by a warranty provider before you can submit the registration to that warranty provider for confirmation of warranty coverage For more information about builder validation see section 2 6 Please provide location for each unit in the building Be sure to verify that online payments for new registrations are processed successfully by the payment system Until payment has been processed successfully new home registrations cannot be approved by the Registrar or published in the Public Registry Note The following process applies to new home registrations created by residential builders as well as owner builders who choose to build with warranty coverage This is not the procedure for applying for an owner builder authorization i e authorization to build without warranty coverage To create a new home registration On the All Applications tab click the Create Application button The New Home Registration screen will be displayed Required fields are marked with an asterisk The fields in the Application Information section will be uneditable a Application ID will initially be blank a system generated ID will be provided when the application is saved as a draft or submitted b Status will initially be set to Draft and will be uypdated automatically as the application moves through the workflow c Application Date will initially be blank a system
Download Pdf Manuals
Related Search