User Guide - UK Debt Management Office
Contents
1. Je http 192 168 51 45 8000 Account Logon ReturnUrl 2F A r h JF Live search Pie File Edit View Favorites Tools Help Sue Favorites 533 Free Hotmail Web Slice Gallery logon th gt o a Pages Safety United Kingdom Debt Public Works Loan Board Housing Self Financing Management Office Log On You must change your password New passwords are required to be a minimum of 8 characters in length Current password aT New password SSS Confirm new password Crown Copyright 2011 Done a E Local intranet Fa v 100 7 Above is the screen that will be displayed the first time that you log on to the SF website Before you can access the SF website you must have a valid user name and password These will be sent to the email address of authorised users as provided by your Local Authority If you have not received or misplace your login details and or password please contact SF Technical Support on 0845 357 6646 The first time that you login to SF you must change your password The following rules apply to the characters that can be used for passwords e minimum of 8 characters e cannot contain the user name e must contain atleast 3 of the following 4 character groups English upper case A through Z English lower case a through 2 Numeric 0 through 9 Non alphanumeric characters i e Before creating modifying submitting loan applications you must also accept the2. 0 or 6 is valid for Half Yearly The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 22 of 23 UNCLASSIFIED Repayment Method Fixed rate loans are repayable by one of three methods ANNUITY OR EQUAL REPAYMENT ER These are fixed half yearly repayments including principal and interest EQUAL INSTALMENTS OF PRINCIPAL EIP Equal half yearly instalments of principal together with interest on the balance outstanding at the time MATURITY MAT Half yearly payments of interest only with a single repayment of principal at end of the term Enter ER EIP or MAT Variable rate loans are repayable by one of two methods EQUAL INSTALMENTS OF PRINCIPAL EIP Equal monthly quarterly or half yearly instalments of principal together with interest on the balance outstanding at the time MATURITY MAT Monthly quarterly or half yearly payments of interest only with a single repayment of principal at end of the term Enter EIP or MAT The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 23 of 23
3. United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 16 of 23 10 VIEW EXISTING LOAN APPLICATIONS Existing Self Financing Loan Applications Windows Internet Explorer provided by UK Debt Management Office NPE Co y E http 192 168 51 45 3000 Loan File Edit View Favorites Tools Help iy Favorites 53 Free Hotmail Web Slice Gallery gt Existing Self Financing Loan Applications J tm Page gt Safety Toos eda aly Public Works Loan Board M t z Office S Housing Self Financing Home Existing Self Financing Loan Applications New SF Loan Self Financing Limit 57 345 000 Draft SF Loans Self Financing Remaining Amount 55 345 000 Existing SF Loans Previous loan applications are listed below Interest Rates System Availability Loan Application Loan Loan Repayment Payment Date Of Final Interest Date Amount Type Method Frequency Payment Rate Fees Download User Guide Fane Conditions 06 Dec 2011 2000 000 Fixed Maturity Half Yearly 08 Dec 2036 3 34 700 00 Ek Contact Us Change Password Logout Crown Copyright 2011 hhttp 192 168 51 45 8000 Rates Tf Local intranet Ya gt 100 gt This screen shows all SF loan applications that have been submitted by your Local Authority 11 EMAIL CONFIRMATION OF RECEIPT OF LOAN APPLICATION The submission of each SF loan application will be confirmed via email once it has been r
4. of principal together with interest on the balance outstanding at the time MATURITY MAT Half yearly payments of interest only with a single repayment of principal at end of the term Variable rate loans are repayable by one of two methods EQUAL INSTALMENTS OF PRINCIPAL EIP Equal monthly quarterly or half yearly instalments of principal together with interest on the balance outstanding at the time MATURITY MAT Monthly quarterly or half yearly payments of interest only with a single repayment of principal at end of the term Enter EIP or MAT Payment Frequency Every 1 3 or 6 months for variable rate 6 monthly for fixed rate 6 months Set by Loan Period or Set By Date of Final Payment Select whether to set the period of the loan by specifying the loan period or by specifying the final date of payment The selection chosen will then determine which of the following fields needs to be completed n a Period Years For use when Set by Loan Period is chosen Specify number of whole years the period of loan should be for Period Months For use when Set by Loan Period is chosen Specify number of additional months the period of loan should be for ie on top of the number of years Date of Final Payment For use when Set By Date of Final Payment is chosen Specify the actual date of the final payment by using the calendar pop up window 1 Dec 2032 Payment Schedul
5. outstanding loans Enter amount in Loan Amount The amount of the loan that you are applying for This amount entered cannot exceed the Self Financing Remaining Amount Enter amount in Loan Type There two types of loan FIXED and VARIABLE FIXED loans have a rate of interest which is fixed for the life of the loan and interest is payable at half yearly intervals VARIABLE loans have a rate of interest which is variable The interest rates are revised at one three or six monthly intervals when scheduled repayments will also fall due The interval is at the choice of the borrower but once chosen remains the same for the life of the loan Enter either Fixed or Variable Legal Borrowing Limit As set by your Local Authority under s3 Local Government Act 2003 Enter amount in Period Years For Fixed Rate loans Minimum loan period is 1 year for Maturity loans otherwise 2 years for other loan types Maximum period is 50 years for all loan types If a figure is entered the Date of Final Payment is system generated For Variable Rate loans Minimum loan period is 1 year for Maturity loans and 2 years for EIP loans Maximum period is 10 years for all loan types Period Months For Fixed Rate loans Only 0 or 6 are valid For Variable Rate loans Figures are dependent on selection made for Payment Frequency 0 1 2 3 4 5 6 7 8 9 10 or 11 are valid for Monthly payments 0 3 6 or 9 are valid for Quarterly payments and
6. website s Terms amp Conditions which will be displayed when logging in for the first time or if the Terms and Conditions change The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 5 of 23 Terms and Conditions Windows Internet Explorer provided by UK Debt Management Office NPE Go gt https iwww selffinancing dmo gov uk Terms il live search PI File Edit view Favorites Tools Help We Be 35 terms and conditions x crystal Management Console eh Page Toos oo Public Works Loan Board Management Office Housing Self Financing Home Terms and Conditions New SF Loan Draft SF Loans e The UK Debt Management Office DMO has provided this website to enable local authorities to transact with the Public Works a Loan Board PWLB for the purposes of the Housing Self Financing Transaction the Transaction The website should be used Existing SF Loans in conjunction with the Circulars and letters setting out the terms of PWLB s involvement in the Transaction Loan applications interest Rates submitted via the website on 26th March 2012 will be processed by PWLB on 28th March 2012 e This is a protected UK Government website You must not attempt to gain unauthorised access to the site the server on which System Availability the site is stored or any server computer or database connected to the site Unauthorised access and unauthoris
7. Authority Draft applications may be deleted by clicking on the red cross X to the right hand side of the loan details Clicking on the Populate Loan Screen button will transfer all the draft SF applications to the Create Loan Screen where they can be viewed modified and submitted Please Note Transferring the draft SF applications will lock all of the SF applications to prevent other staff from your Local Authority attempting to modify submit these applications To remove the lock you must either submit the application exit from the Create Loan Screen via one of the functions on the left hand side of the screen or log out Please note that if you exit any other The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 13 of 23 way the draft SF loan applications will remain locked and no other users will be able to access them 9 3 STEP 3 COMPLETE LOAN APPLICATION DETAILS 26 MARCH Get Rates Windows Internet Explorer provided by UK Debt Management Office NPE elx Ele Edt View Favorites Tools Help a Om O A dO mee sere 2S Be Address http vapptest03 8000 Loan Application X Go Links gt gt United Kingdom Debt Public Works Loan Board Management A i Office Housing Self Financing Home Self Financing Limit 999 999 999 New SF Loan Self Financing Remaining Amount 999 999 999 Draft SF Loans Get Rates Existing SF Loans Interest
8. Rates Dealer Name TEST USER2 System Availability Local Authority DMO TEST COUNCIL Download User Guide Legal Borrowing Limit 1000000000 Terms amp Conditions Headroom 1000000000 Contact Us Statutory Questions Is your authority complying with the appropriate requirements of the board s current circulars I Change Password Is this application within the relevant legislation and your council s borrowing powers I Logout You must either save as draft or submit the loans before navigating off this page or you will lose your data Loans are submittable between 09 30 and 16 15 on the 26th March 2012 only Loan Loan Repayment Payment Period Period Date of Payment Interest Fase Amount Type Method Frequency Years Months FinalPmt Schedule Rate 12 000 000 Fixed Maturity Half Yearly 10 0 20 12 2021 20 Dec 20 4 200 00 Ex Jun Add New Loan Save as Draft Records Ect interest Rates 7 Fees nit Applicat Clear List Crown Copyright 2011 20 Dee 20 Jun x E tem remaining Downloading picture http vapptest03 8000 Content calendar GiF E Ra Local intranet This screen shows the results of using the Get Interest Rate Fees function circled above This function will only be available on 26 March 2012 from 09 30 to 16 15 Loan applications can also be modified or deleted by selecting the appropriate icon in the right hand column When modifying individual loan applications users should check all relevant fields as cha
9. United Kingdom Debt Management Office Public Works Loan Board Housing Self Financing Loan Application Website amp Associated Processes User Guide March 2012 Version 1 2 The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 1 of 23 Contents 1 DRAINING iorra A a nid aa a A E A dda aara aa 3 2 System Availabilty esset rte nerag aE SA ESTen S E E aaar ates 3 3 General InformatiOM sssr e a a 4 4 Accessing the Website szcccercnescvepedssossctasctegerasas lane tlaaetetonuneecenetaetenerentedecuaoietes 5 5 Subsequent System LOGINS cccccecscceeeeseeeeeeeeseeeeeeeeeeeeeeeeeaeeeeeeeaaeeeeessaaeeees 7 6 ONERE RNS E E EEEE ext ace au E a TT 8 7 Co tact US iniesta E E EE 8 8 System Availability Screen 0 ecccceesccceeeeeeeceeeeeeeeeeeeeesaeeeseeaeaeeeesneaaeeeeseaaaaees 9 9 Creating and Submitting Loan Applications cccceecceeeeeeeeeeeeeeeeseeeeeeteeees 10 9 1 STEP 1 CREATE DRAFT LOAN BY 23 MARCH c cecceeeteeeteeeees 10 9 2 STEP 2 POPULATE LOAN SCREEN 26 MARCH ceceeseeeeeeeees 13 9 3 STEP 3 COMPLETE LOAN APPLICATION DETAILS 26 MARCH 14 9 4 STEP 4 SUBMIT LOAN APPLICATION ccccccecteeeseeeeeeteeeeeeeeeenaees 15 10 View Existing Loan ApplicationS cceesseecceeceeeeeeeeeeenaaeeeeeeeeeeeesssnneeeeeeeees 17 11 Email Confirmation of Receipt of Loan Application cccceeecseeeeeeeeeeeeeees 17 12 P
10. United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 19 of 23 Blank Page The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 20 of 23 14 APPENDIX 1 EMAIL CONFIRMATION OF RECEIPT OF LOAN APPLICATION To Anywhere District Council From PWLB dmo gsi gov uk Housing Self Financing Confirmation of Receipt of Loan Application Details of Loan Application s Loan Type Amount Repayment Dates Period Final Payment Rate Number Y M 498869 Fixed Annuity 400 000 00 10 February 10 August 40 0 10 August 2051 4 85 Loan application submitted at 13 10 on 26 March 2012 by Fred Bloggs 020 7444 7777 498871 Variable Maturity 250 000 00 22 February 22 August 8 0 22 February 2019 Loan application submitted at 14 55 on 26 March 2012 by Julie Smith 020 7444 7777 Loan s to be credited to HSBC Bank Sort Code 40 12 35 Account no xxxx2233 The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 21 of 23 UNCLASSIFIED 15 APPENDIX 2 GLOSSARY OF LOAN DETAILS Date of Final Payment The calendar date of the Final Payment This is system generated for Variable Rate Loans depending on the period selected If a figure is supplied for Fixed Rate Loans then this will result in the system generating figures for Period Years and Period Months non working days are allowable Headroom Your Local Authority s Legal Borrowing Limit minus current
11. ans Interest Rates Support System Availability Support will be available during normal hours only Monday Friday 09 00 17 00 excluding public holidays Technical support for password resets etc will be available on 0845 357 6634 or 020 7862 6634 or via email to SVCITSM DMO GSI_GOV UK Business Download User Guides ynort will be available on 0845 357 6610 or via email to PWLE DMO GSI GOV UK Terms amp Conditions ContactUs Loan Submission EETA You will be able actually to apply for loans at the specially reduced rates on Monday 26 March 2012 only 09 30 16 15 Logout Unscheduled Maintenance It may be necessary exceptionally and from time to time to take the system off line for essential maintenance http 192 168 51 45 8000 Loan ff ff ff tocal intranet R10 4 The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 9 of 23 9 CREATING AND SUBMITTING LOAN APPLICATIONS The application process follows below It covers 4 main steps Step 1 Create draft loan applications 23 March 2012 Step 2 Populate Loan Screen 26 March 2012 Step 3 Complete Loan Applications including rates and fees 26 March 2012 Step 4 Submit the set of loan applications 26 March 2012 9 1 STEP 1 CREATE DRAFT LOAN BY 23 MARCH F Create Loan Windows Internet Explorer provided by UK Debt Management Office NPE Ble gdt vew Favorites Tools Help QO O x A O search iz Fa
12. ayment of Loan Advance wiciusicde decd his hited eee de eee 17 13 Support and Contingency Arrangement cccccccceeeeeeeeeeeeeeeeeeeteeeneeeeeeeneees 18 14 Appendix 1 Email Confirmation of Receipt of Loan Application 0 21 15 Appendix 2 Glossary of Loan Details 0 cceeecceeeeeesneeeeeeeeeeeeeeessseeeeeeeaees 22 The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 2 of 23 The Self Financing SF Loan Application website has been developed for Local Authorities to create and submit loan applications to the Public Works Loan Board PWLB in support of the Self Financing transaction on 28 March 2012 The SF website has been designed to be easy to use and allow users quickly and accurately to create and submit SF Loan Applications The SF website will run on Internet Explorer versions 7 8 and 9 and the latest versions of Chrome Firefox and Safari The website can be found at www selffinancing dmo gov uk It can also be accessed via a link on the PWLB s Self Financing page on the DMO website at http Awww dmo gov uk index aspx page PWLB PWLB selffinancing If you have any questions regarding the content of this User Guide please contact SF Business Support on 0845 357 6610 1 TRAINING The website has been designed to be as user friendly and as intuitive as possible Consequently completing loan applications is a straightforward process but with the loan submission
13. being conducted on a single day on 26 March 2012 it is important that everyone is familiar with the functionality and how to complete the relevant screens PWLB will therefore be publishing a presentation or webinar during February 2012 which will provide a demonstration and advice on the use of the website The presentation will be made available for download from the PWLB Self Financing page on the DMO s website Users will also be given an opportunity in February to use a training version of the website allowing them to create modify and submit applications in preparation for the key dates on 23 and 26 March 2012 Further information on the arrangements and timing of this will be announced in due course 2 SYSTEM AVAILABILITY The system will be available for use from 5 March 2012 until 28 March 2012 However full functionality to submit loans to PWLB will only be available on one day Monday 26 March 2012 from 09 30 to 16 15 During the rest of the period the interest rates get rates and submit functions will be unavailable Prior to 26 March 2012 users will only be able to make preparations by completing and saving draft loans and after this date users will only be able to see details of the submitted loan applications The Board s rates for PWLB fixed rate loans are usually set twice a day published at 09 30 and 12 30 However in order to minimise the operational impact on 26 March 2012 there will be no sche
14. bmitted The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 10 of 23 F Create Loan Windows Internet Explorer provided by UK Debt Management Office NPE Ele gdt yew Favorites Tools Help R OQ O x A A On fers O Z i A ad Address http vapptesto3 6000 Loan Application AE i United Kingdom Debt Management Office Home New SF Loan Drant SF Loans Existing SF Loans Interest Rates System Availability Download User Guide Terms amp Conditions Contact Us Change Password Logout Self Financing Limit 999 999 999 Self Financing Remaining Amount 999 999 999 Create Loan Dealer Name TEST USER2 Local Authority DMO TEST COUNCIL Legal Borrowing Limit Headroom amp _ J Statutory Questions Is your authority complying with the appropriate requirements of the board s current circulars I Is this application within the relevant legislation and your council s borrowing powers I Loan Loan Repayment Payment Period Period Date of Payment Interest Fees Amount Type Method Frequency Years Months Final Pmt Schedule Rate Loan Amount Set By Loan Period Set By Date of Final Pymnt Loan Type Fixed X Period Years 1 Fa Repayment Method Maturity X Period Months 0 X Date of Final Payment ponza Payment Frequency Half Yearly X Payment Schedule 20 Dec 20 Jun b Update List Cancel Update N Add New Loan p Cro
15. duled re determination of self financing rates at 12 30 instead the rates set at 09 30 will apply throughout the day However in line with the usual practice the DMO reserves the right to make unscheduled intra daily re determinations of rates as may be deemed necessary PWLB s fixed rates for loans not related to SF will continue to be subject to an intra day rate change in the usual way and available only by the usual phone based service Should an emergency intraday rate change be necessary the interest rates get rates and submit functions will be unavailable for approximately 15 minutes while the changes are applied If the system remains unavailable for a longer period of time than this please contact SF Technical Support on 0845 357 6646 Local Authorities are asked to complete and save their final draft applications by 17 00 on Friday 23 March This will reduce the amount of time required to submit applications on The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 3 of 23 26 March mitigating operational risk for both Local Authorities and PWLB It will also enable PWLB to use the draft loan applications as a contingency measure in the unlikely event that the website is unavailable for the entire day on 26 March Please see the section on Support and Contingency for further details of these arrangements The SF website must only be accessed from a secure environment which has cu
16. e Select from the drop down list the dates on which interest payments will be made 1 Jun 1 Dec The United Kingdom Debt Management Office is an Executive Agency of HM Treasury aS Page 12 of 23 9 2 STEP 2 POPULATE LOAN SCREEN 26 MARCH Draft Self Financing Loan Applications Windows Internet Explorer provided by UK Debt Management Office NPE BEE Go j Je http 192 168 51 45 8000 Loan Draft File Edit Yiew Favorites Tools Help iy Favorites 53 Free Hotmail Web Slice Gallery Draft Self Financing Loan Applications J ey Pager Safetyv Toos v a E Public Works Loan Board M t 5 A S Office Housing Self Financing Home Self Financing Limit 57 345 000 Self Financing Remaining Amount 57 345 000 New SF Loan Draft Self Financing Loan Applications Existing SF Loans Draft records can be used for populating the New SF Application Loan screen if not in use locked by other users Interest Rates System Availability Loan Loan Repayment Payment Period Period Date OfFinal Payment Locked Locked eea Amount Type Method Frequency Years Months Payment Schedule By At Terms amp Conditions 2 000 000 Fixed Maturity Half Yearly 25 0 x outa ue Populate Loan Screen p Change Password Logout Crown Copyright 2011 H Done m E Locel intranet Mar A0 7 This screen above shows all draft SF loan applications that have been created by your Local
17. eceived by PWLB Emails will be sent to all email addresses that have been provided for your Local Authority Each email confirmation will contain details of a maximum of 50 SF loan applications Where a Local Authority has applied for more than 50 SF loans then multiple emails confirming receipt of the applications will be sent The email confirming receipt of the application will be sent on 27 March 2012 ie day after the loan applications have been submitted See Appendix 1 for an example of a confirmation email 12 PAYMENT OF LOAN ADVANCE All successfully submitted and processed SF loan applications will be paid net of fees in a single payment to cover all submitted SF loan applications and cleared funds will be available in the Local Authority s designated bank account on 28 March 2012 The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 17 of 23 13 SUPPORT AND CONTINGENCY ARRANGEMENTS This section describes the contingency arrangements should the website be unavailable at any time Website unavailable before 23 March 2012 If you are experiencing difficulties accessing the website prior to 23 March please contact SF Technical Support on 0845 357 6646 If there is a known problem we will provide information using a recorded message which will explain what the expected resolution time will be and or whether any alternative arrangements are being planned If your problems are local to your env
18. ed modification are offences under the Computer Misuse Act 1990 it is unlawful therefore to cause damage to it intentionally or to any DMO Download User Guide S k E electronic facility or data through the knowing transmission of any program information code or command Terms amp Conditions e Users who have been issued with a user identification code password or any other piece of information as part of security procedures must protect such information Where DMO reasonably believes that such procedures have been breached it reserves Contact Us the right at its sole discretion to disable any user identification code or password as it deems appropriate All user identification Change Password codes and passwords issued in respect of this website remain the property of the DMO Logout e The DMO and the UK Government are not liable for any cost claim expense damages or other liability whether direct or indirect including without limitation of profit business data opportunity or customers caused by use of this website or for any interruption or delay in service or by a computer virus e The PWLB will process the information in respect of your authority in good faith and the success of the Transaction depends on the accuracy of the data submitted By using this site you warrant that all data provided in respect of your authority by you is accurate You agreed to these Terms and Conditions on 29 02 2012 H T T Ga
19. ironment we will try and help establish the possible cause but in many cases it may be necessary to contact your own IT support to assist with any local problems e g general problems with accessing the internet Please let us know if you believe any localised technical problems are likely to persist and risk you being able to create draft loans on 23 March and or submit applications on 26 March Website unavailable on Friday 23 March 2012 Friday 23 March is an important date for contingency purposes Local Authorities are asked to complete their draft loans by this date so PWLB has this information in the event of the website being unavailable for any reason on Monday 26 March In these exceptional circumstances the draft loans will enable PWLB to process applications on behalf of Local Authorities on Monday 26 March If you are experiencing problems accessing the website on 23 March in order to create your draft loans please contact SF Technical Support line on 0845 357 6646 If there is a general technical problem with the website information will be provided on recorded message explaining the proposed resolution and or alternative arrangements for submitting applications In the event of known technical problems which are likely to make the website unavailable on Monday 26 March PWLB will email all registered users with an Excel spreadsheet and instructions for submitting draft loan applications prior to 26 March The spreadsheet will p
20. it considers the website unlikely to be available in time for users to submit their applications These arrangements have been designed to limit the operational risk of any such failure affecting the ability of PWLB to make loan advances in a timely manner on Wednesday 28 March In the circumstances Local Authorities are strongly advised to prepare their draft loan applications on the basis it could be these details that are used for contingency purposes in preparing the loan advance To facilitate this contingency measure there may be limited scope to revise draft applications after close of business on 23 March but in normal circumstances Local Authorities will still be able to modify the draft details when submitting the loan applications on 26 March However in the event of extreme market conditions PWLB may at its own discretion permit certain revisions to the draft loans as long as PWLB are notified by email of such revisions by 12 noon on 26 March This concession would not extend to revisions in the aggregate value of the advance PWLB would make any such revisions on a best endeavours basis and if necessary some adjustments to fees may be required which may not be able to be applied before the advance is made on Wednesday 28 March Equally revisions may not be reflected in the automatic confirmation of receipt of applications sent to Local Authorities on 27 March but instead will be confirmed in a separate communication The
21. meme Roos 7 These Terms amp Conditions should be read in conjunction with the Lending Arrangements issued by PWLB The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 6 of 23 5 SUBSEQUENT SYSTEM LOGINS go Je http 192 168 51 45 8000 Account Logon Returnuri 2fHome E rlx E tive search P Ele Edit view Favorites Tools Help Gly Favorites 933 Free Hotmail Web Slice Gallery Logon B o me Pager Safety Toos United Kingdom Debt Public Works Loan Board Housing Self Financing Management Office Log On Please enter your user name and password Username Password yae Refresh symbols Please input symbols displayed above Reset Password Crown Copyright 2011 Done E E n E E Local intranet Fa gt 100 This is the screen that will be displayed for subsequent logins You must enter your user name password and input the characters displayed this is a security feature to reduce the potential for unauthorised or robot users attempting to access the website If the characters displayed are unclear then they can be changed by clicking on the refresh symbols link on the screen If you are unsure of any of the characters it is worth refreshing rather than making an assumption as you ll be required to enter login information again if unsuccessful Refreshing these symbols can be done any number of time
22. nging one field may change the default setting in another Before a loan can be submitted the user must complete the following steps 1 Complete the Legal Borrowing Limit and Headroom fields 2 Agree to and tick the 2 statutory questions a Is your authority complying with the appropriate requirements of the Board s current circulars and b Is this application within the relevant legislation and your council s borrowing powers 3 Populate the applicable interest rates and fee values by clicking on Get Interest Rates Fees button Note SF loan advances as for all PWLB loans are made net of fees The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 14 of 23 9 4 STEP 4 SUBMIT LOAN APPLICATION Get Rates Windows Internet Explorer provided by UK Debt Management Office NPE a x Go v E http ihsfweb01 Loan Application Fie Edit view Favorites Tools Help S Favorites lt 5 Free Hotmail Web Slice Gallery v O Get Rates United Kingdom Debt Management Office Public Works Loan Board Housing Self Financing Home Self Financing Limit 186 199 000 New SF Loan Self Financing Remaining Amount 180 199 000 Draft SF Loans Existing SF Loans Get Rates Interest Rates Dealer Name TEST USER2 System Availabili Svea Arslan Local Authority DMO TEST COUNCIL Download User Guide Legal Bo
23. om 09 30 to 16 15 The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 15 of 23 Submit Loans Windows Internet Explorer provided by UK Debt Management Office NPE BEE Ge J Jie hito 192 1668 51 45 an a l E tive Search Pe File Edit View Favorites Tools Help cle Favorites 933 Free Hotmail Web Slice Gallery n A deb v Page gt Safety Tools Submit Loans United Kingdom Debt Management Office Public Works Loan Board Housing Self Financing Home Submission Success New SF Loan You loan application has been successfully submitted Draft SF Loans Existing SF Loans You can see these items on the Existing SF Loans page or Enter a new Loan Interest Rates System Availability Download User Guide Terms amp Conditions Contact Us E Password Logout Crown Copyright 2011 i Done Local intranet Ya 100 A This is the screen that is displayed when the Submit Application function has been successful When the loan application has been confirmed as successfully submitted your application is complete you cannot make any further changes and you cannot cancel the loan application From this screen users can navigate directly to Existing SF Loans page to view submitted loan applications or to Enter a new Loan to continue submitting additional loan applications The
24. rites Tools Help We eB contact us a gt B eR x hea e Ge tools United Kingdom 7 Debt ae Public Works Loan Board Management P Office Housing Self Financing Home Contact Us New SF Loan Draft SF Loans Address PWLB Eastcheap Court Existing SF Loans 11 Philpot Lane Interest Rates London EC3M 8UD System Availability United Kingdom Download User Guide Telephone Technical Support 0845 357 6634 or 020 7862 6634 eee A Business Support 0845 357 6610 Contact Us Fax 0845 357 6509 Change Password E mail Technical Support SVCITSM DMO GSI_GOV UK Logout Business Support PWLB LGOV UK Crown Copyright 2011 Poff ff i tecalintranet iow 7 The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 8 of 23 8 SYSTEM AVAILABILITY SCREEN The screen below displays the times the system is available System Availability Windows Internet Explorer provided by UK Debt Management Office NPE go http 192 168 51 45 8000 Availability ajll esen ek File Edit View Favorites Tools Help M Bly ee page G Tos Ve SPB system Availability Sante Public Works Loan Board M t 3 oftica Housing Self Financing Home System Availability New SF Loan Draft SF Loans General System Availability The system will be available 24 hours a day seven days a week to allow you to make and review draft loan applications Existing SF Lo
25. rovide a template for users to complete the application details for their required loans PWLB will then use the information provided in the spreadsheet as the source of application details as contingency in the event the website continues to be unavailable on Monday 26 March 2012 Website unavailable on Monday 26 March 2012 If there are known technical problems on 26 March PWLB intends to notify everyone by email providing information on the issue and likely time to resolve the problem If you are experiencing technical problems on 26 March and have not received any notification from PWLB please contact the SF Technical Support on 0845 357 6646 As Local Authorities will have prepared loan application details in advance of this date only a small amount of time should be required on the website to complete the application process on 26 March However if any unavailability is likely to be for a prolonged period that makes it difficult for users to submit their applications PWLB may consider at its own discretion extending the deadline for applications beyond 16 15 on 26 March The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 18 of 23 In the unlikely event that the website is unavailable for most or all of 26 March PWLB will process the applications provided in draft on 23 March Local Authorities will be notified of the intention to use draft loans as the final submission for draft loans as soon
26. rrent anti virus software installed Do not access the SF website from other locations such as internet cafes home PCs or public domains libraries etc 3 GENERAL INFORMATION Please be aware that for security reasons if a user is logged in but remains inactive for a period of 15 minutes then the session will be timed out and the user logged out Any data that has been entered but not saved will be lost Each Local Authority has its own PWLB assigned reference or borrower number which can be found in correspondence with the Board You must provide this number should you forget your password and need to have it re set by the PWLB Do not use the BACK button provided on the internet browser as this can result in Loan Applications being locked Instead use the buttons provided to navigate between screens When finished using the SF website users should log out using the Log Out function The left hand side of the screen lists each function that is available within the SF website It is possible to access any of the listed functions by clicking on the name of the desired function Appendix 2 has a list of all the different items of data that are required to be entered together with a description of each item The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 4 of 23 4 ACCESSING THE WEBSITE Log On Windows Internet Explorer provided by UK Debt Management Office NPE ex
27. rrowing Limit 100000000 Terms amp Conditions Headroom f 25000000 Contact Us Gite Statutory Questions Is your authority complying with the appropriate requirements of the board s current circulars 7 ea ls this application within the relevant legislation and your council s borrowing powers I You must either save as draft or submit the loans before navigating off this page or you will lose your data Rates and Loan Submission are available between 09 30 and 16 15 on the 26th March 2012 only Loan Loan Repayment Payment Period Period Date of Payment Interest Amount Type Method Frequency Years Months FinalPmt Schedule Rate Fees 20 000 000 Fixed Maturity Half Yearly 1 0 01 02 2013 1 Feb 1 0 39 7 000 00 Ex X Aug Add New Loan Save as Draft Records Get Interest Rates Fee Submit Application Clear List Se Crown Copyright 2011 g IN 1 item remaining Downloading picture http hsfweb01 Content calendar Gif cy Local intranet fa R10 4 A start Get Rates Windows Fle 15 32 Once interest rate and fee value fields have been populated the Submit Application button becomes active To complete the application click on this button and as a safeguard a message will be displayed asking the user to confirm submission The Self Financing Remaining Amount will be adjusted once loan applications have been submitted NOTE this function will only be available on one day 26 March 2012 fr
28. s and does not count as an unsuccessful login attempt The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 7 of 23 6 HOME SCREEN The screen below displays news and information about the Self Financing system and provides a hyperlink to the screen showing submitted loan applications ne Windows Internet Explorer provided by UK Debt Management Office NPE Ele Edt View Favorkes Toots Toe Seat Sees Se eS OSS TESS Lees SSeS ess Ow O x 2 P LO sah eraot A 3 Address http vapptest03 8000 Home aa a z z o as age gt poe Public Works Loan Board a Management A z Office Housing Self Financing Home SS Home New SF Loan Draft SF Loans Welcome TEST USER2 of DMO TEST COUNCIL Existing SF Loans This service is only to be used by Self Financing borrowers Interest Rates Please ensure that bank details are correct and up to date System Availability ey Gear Guldell Details and status of all previous loan applications can be seen here Terms amp Conditions ContactUs Change Password Logout Crown Copyright 2011 E O E E ioca intranet 7 CONTACT US The screen below displays the email addresses and telephone numbers to be used in case you need to contact us Contact Us Windows Internet Explorer provided by UK Debt Management Office NPE J E hetp s 192 168 51 45 8000 Contact Ed 2 five search e Ele Edit View Favo
29. vorites OIZ Lad Address hetn s vapptestos 6000 Loan Application E amp AE in gt pet e Aa Public Works Loan Board M t 7 z P office Housing Self Financing Self Financing Limit 999 999 999 New SF Loay Self Financing Remaining Amount 999 999 999 Draft SF Loans Create Loan Existing SF Loans interest Rates Dealer Name TEST USER2 System Availability Local Authority DMO TEST COUNCIL Download User Guide Legal Borrowing Limit Terms amp Conditions Headroom 8 _ Contact Us Statutory Questions Is your authority complying with the appropriate requirements of the board s current circulars I Change Password Is this application within the relevant legislation and your council s borrowing powers I Logout Loan Loan Repayment Payment Period Period Date of Payment Interest Face Amount Type Method Frequency Years Months Final Pmt Schedule Rate Add New Loan Crown Copyright 2011 en 20 Dec 20 Jun X Bi het f vanptestos 8000 Loan Appication Wd Local intranet To create a draft loan application complete the following steps 1 Click on New SF Loar link from menu options on left hand side of screen 2 Click on Add New Loan button to bring up the loan parameters to enable completion of the loan details Please_note the Self Financing Remaining Amount does not reduce by creating draft loan applications The amount only gets revised when loan applications are su
30. wn Copyright 2011 EC item remaining Downloading picture http vapatest03 8000 Conkent calendar GF E Local intranet The draft loan details can then be completed using the fields shown in the above screenshot The table below shows the information that must be provided Field Name Description Example Loan Amount The amount of the loan that you are applying for This amount or the total amount of separate loans cannot exceed the Self Financing Remaining Amount Enter amount in 10000000 Loan Type There two types of loan FIXED and VARIABLE FIXED loans have a rate of interest which is fixed for the life of the loan and interest is payable at half yearly intervals VARIABLE loans have a rate of interest which is variable The interest rates are revised at one three or six monthly intervals when scheduled repayments will also fall due The interval is at the choice of the borrower but once chosen remains the same for the life of the loan Enter either Fixed or Variable Fixed or Variable Repayment Method Fixed rate loans are repayable by one of three methods ANNUITY OR EQUAL REPAYMENT ER These are fixed half yearly repayments including principal and interest EQUAL INSTALMENTS OF PRINCIPAL Enter ER EIP or MAT The United Kingdom Debt Management Office is an Executive Agency of HM Treasury Page 11 of 23 EIP Equal half yearly instalments
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