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FASTLANE NEXT GENERATION User Guide
Contents About FASTLANE Next Generation ...... 4 Available Incentive Programs...... 4 FASTLANE Next Generation Features ...... 4 How to Use FASTLANE Next Generation ...... 5 Account Registration ...... 5 Login after new Registration ...... 7 Log in with an account created in Old FASTLANE ...... 8 Forgot Password ...... 10 Search Advance Data ...... 12 Search Project Data ...... 13 Add a New Project ...... 14 Request Project Access ...... 16 Project List...... 18 Features of the Project List ...... 18 Keyword Search ...... 18 Filters ...... 19 Sortable Column Headers ...... 19 Copy, Export, or Print Project List ...... 20 Link to Project Summary ...... 20 Add and Edit Forms ...... 20 Forms ...... 21 Common features in every form ...... 21 Project Information ...... 21 Document Checklist ...... 22 Project Contacts ...... 22 Attachments ...... 24 Contract Signatory ...... 24 Electronic Signatures...... 25
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Account Holder is Business Signatory ...... 25 Account Holder is not the Business Signatory ...... 26 Unlock Form in “Pending Signature” Status for Editing ...... 28 Resend for Signature ...... 29 Payment using the Third Party Payment Portal ...... 30 Creating/Adding Forms ...... 32 Add an Advance Notification ...... 32 Add an Application ...... 33 Add Compliance Forms ...... 34 Add an Enterprise Zone (EZ) Program Compliance Form ...... 34 Add an Industrial Tax Exemption (ITE) Program Compliance Form ...... 34 Add a Quality Jobs (QJ) Program Compliance Form ...... 35 Add a Restoration Tax Abatement (RTA) Program Compliance Form ...... 36 Add a Renewal Application ...... 37 Add Contract Change Forms ...... 38 Add an Enterprise Zone (EZ) Program Contract Change form ...... 38 Add an Industrial Tax Exemption (ITE) Program Contract Change form ...... 38 Add a Quality Jobs (QJ) Program Contract Change form ...... 39 Add a Restoration Tax Abatement (RTA) Program Contract Change form ...... 40 Add a Partial Transfer or Full Transfer form ...... 41 Add a Project Phase ...... 41 Edit Saved Forms ...... 43 Project Summary ...... 43 Common components and features of the Project Summary ...... 44 Project Information ...... 44 Important Dates ...... 45 Forms ...... 45 Attachments ...... 45 Project Duration ...... 46 Advance Data ...... 46 Application ...... 46 External Review Processing ...... 47 Board Processing ...... 47
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Project Contacts ...... 47 Payments ...... 47 Related Projects ...... 48 Additional Options Menu ...... 48 Contract Signatures – Adobe Sign ...... 52 Account Settings ...... 54 Log Out ...... 56 Additional Incentive Information ...... 56 FASTLANE Glossary ...... 57 A-D ...... 57 Business Contact ...... 57 Business Signatory ...... 57 Compliance/Contract Compliance ...... 57 Consultant Contact ...... 57 Contact Type ...... 57 Contract Signatory ...... 57 E-H ...... 57 External Review Status ...... 57 FASTLANE Next Generation ...... 57 Forms ...... 57 Form Status ...... 57 I-L...... 58 Legislation Rule ...... 58 M-P ...... 58 Old FASTLANE...... 58 Project ID ...... 58 Project List ...... 59 Project Status ...... 59 Public Reports ...... 59 Project Summary ...... 59
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About FASTLANE Next Generation FASTLANE Next Generation (FASTLANE) is the web-based system that manages Louisiana’s business incentive programs that are approved by the Board of Commerce and Industry. The FASTLANE website is a secure online interface that allows applicants to electronically send data directly to Louisiana Economic Development. It is designed for individual applicants managing one company or consultants who manage multiple companies’ data. Available Incentive Programs The first phase of FASTLANE Next Generation will process the following business incentives:
Quality Jobs (QJ) Enterprise Zone (EZ) Restoration Tax Abatement (RTA) Industrial Tax Exemption (ITE)
To file for the Motion Picture Industry Development Tax Credit (Film) or Digital Interactive Media and Software Development Incentive (Digital) incentives, please go to https://fastlane.louisianaeconomicdevelopment.com/entertainmentlogin.aspx. FASTLANE Next Generation Features Ability to register as an applicant to manage multiple projects for various incentive programs. Publically available reports of submitted project data A Document Checklist of documents and attachments needed with each form submission Create, submit, and pay for all project forms online. o Advance Notifications o Applications o Contract Compliance Forms (i.e., Affidavit of Final Cost (AFC), Project Completion Reports (PCR), Employee Certification Reports (ECR), Annual Certification Reports (ACR), etc.) o Renewal Applications o Contract Changes (i.e., Change of Project Location, Change of Company Name, Full Transfer, Partial Transfer, Change of Owners and Affiliates, etc.) Applicant ability to save partial data and finish entry at a later time Applicant control over guest electronic signature or payment Applicant ability to track the status and activity of all projects and forms Review the history of past and current projects and forms Automatic email notifications for submittal confirmation, manager review decisions on each form submission, certification notices, board notices, and board decisions Integration with Adobe Sign for electronic contract signature processing Applicants can requests access to manage existing projects with required proof of authorization Board of Commerce and Industry members have online access to projects for each board meeting External Reviewers, such as Assessors, Department of Revenue, Department of Labor, and Local Governing Authorities, have review access to designated projects
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How to Use FASTLANE Next Generation Account Registration To register for a FASTLANE account, click either the “Register” option on the left-hand navigation menu or click the “Create an account” button, located under the log in area.
Complete the required fields (fields marked with red) on the “Applicant User Registration” page.
First Name
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Last Name Email o The email address entered must be a valid email. New registrants will be required to validate this email address during the registration process. Phone Password o When creating a password for the account, the system will provide clues and instruction to ensure a secure password is created.
When the required fields are complete, and a secure password has been created, click “Register.”
Once the account is created, an alert message will display saying, “Your user account has been created successfully. You will receive an email to validate the account before being able to log in.”
Search your inbox for the subject line - “LED FASTLANE – User Account Email Verification.” Open the email and then click the hyperlink in this email to verify the email address entered upon account creation.
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The hyperlink will direct you back to FASTLANE, and the system will verify the user account.
Click “Continue” and proceed to log in. Login after new Registration Enter the email and password for the desired account and click “Log In.”
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Log in with an account created in Old FASTLANE If you created (and were using) a user account in the old version of FASTLANE, the email address associated with that account and any projects within that account have been migrated to this new system.
There are no usernames in the new system. Instead, the email address associated with the account should be used to log in.
Reset the password by clicking the “Forgot password?” feature.
Enter the email address associated with the account and click “Send Reset Link.”
A temporary link will be sent to your inbox. It is important that you use the link to reset the password immediately. The link will expire, and you will have to request another password reset link. After three attempts, your account will be locked for twenty-four hours.
If you do not receive the “Password Reset Request” email or the email address used on the account is no longer valid, please call the LED support line for assistance at 225-342-3000.
Follow the instructions provided in the “Password Reset Request” email.
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Click the hyperlink to log into FASTLANE.
When creating a new password for the account, the system will provide clues and instruction to guarantee a secure password is created.
Click the “Reset” button once a secure password has been created. A system alert will display saying that the password reset was successful. Click “OK,” and you will be redirected to the Log In screen.
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Forgot Password Reset the password by clicking the “Forgot password?” feature.
Enter the email address associated with the account and click “Send Reset Link.”
A temporary link will be sent to your inbox. It is important that you use the link to reset the password immediately. The link will expire, and you will have to request another password reset link. After three attempts, your account will be locked for twenty-four hours.
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If you do not receive the “Password Reset Request” email or the email address used on the account is no longer valid, please call the LED support line for assistance at 225-342-3000.
Follow the instructions provided in the “Password Reset Request” email.
Click the hyperlink to log into FASTLANE.
When creating a new password for the account, the system will provide clues and instruction to guarantee a secure password is created.
Click the “Reset” button once a secure password has been created. A system alert will display saying that the password reset was successful. Click “OK,” and you will be redirected to the Log In screen.
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Search Advance Data To search publically available Advance data, click the “Public Reports” option from the left-hand navigation menu.
Once in the “Public Reports” area, click “Advance Report” under the Report column.
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This link will download a CSV file (open with Microsoft Excel) of all the Advance Notification data submitted in FASTLANE. Search Project Data To search publically available Project data, click the “Public Reports” option from the left-hand navigation menu.
Once in the “Public Reports” area, there are several options. Publically available project information is separated by the Incentive Program.
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To view all Enterprise Zone (EZ) Projects, click on the “Enterprise Zone Projects Report” link.
To view all Industrial Tax Exemption (ITE) Projects, click the “Industrial Tax Exemption Projects Report” link.
To view all Quality Jobs (QJ) Projects, click on the “Quality Jobs Projects Report” link.
To view all Restoration Tax Abatement (RTA) Projects, click on the “Restoration Tax Abatement Projects Report” link.
Each link will download a CSV file (open with Microsoft Excel) of the specific program’s project data. Add a New Project Log into your FASTLANE account. On the left-hand navigation, once logged in, click “Add New Project.”
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In the “Create a Project” window, complete the following required information:
Select the desired incentive program or programs. o Note: Enterprise Zone (EZ) and Quality Jobs (QJ) cannot be applied for at the same time. Complete the project information: o Company Name o Project Name o Project Location o And select whether or not the project resides inside the city limits.
Click “Save,” and you will return to the “Project List” and green alert messages will display in the top right-hand corner of the screen saying that the new projects were created for each selected incentive program.
The projects will then populate in the “Project List.”
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The projects have now been created, but please note that the Advance Notification must still be filed. Click here to learn how to create an Advance Notification. Request Project Access If a project is missing from the “Project List” in the account and you, as the applicant or the consultant filing on behalf of the applicant, have permission to access the project you will need to request access to view/manage the project.
To request access, click the “Request Project Access” option on the left-hand navigation menu.
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Provide the Project ID. If the Project ID is incorrect, the system will display a “Please enter a valid Project ID” message. If the Project ID is correct, the system will say “Project Found.”
If the Project ID is valid, the form will expand with some additional elements, such as “Consultant Information” and “Attachments.”
If needed, please provide an explanation as to why your account needs access to a particular project the “Comments” box.
If you are a Third Party Consultant managing the project on behalf of a business, you will need to upload a signed Disclosure Authorization.
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Complete the rest of the form and click “Request Access.” The system will display a notification once the request is submitted successfully. LED staff will be notified of the request; if the request is approved, the project will be added to the Project List. Project List The “Project List” serves as the hub for an applicant account. All projects associated with the account will display in this easily sortable and searchable list.
Features of the Project List Keyword Search To search based on keywords, use the “Search” box.
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Filters Click the “Filter” button at the top of the screen, and the “Project List” filters will drop into view.
The “Project List” can be filtered by Incentive Program and Parish. Sortable Column Headers To sort column headers, click on the sort icon in the column header. This will sort each selected column in either ascending or descending order, depending on if you click the icon once or twice.
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Copy, Export, or Print Project List To copy the “Project List”, click the “Copy” button.
To export the “Project List” to either CSV, Excel or a PDF, click the respective buttons.
And to print the “Project List”, click the “Print” button.
Link to Project Summary For every project listed on the “Project List”, click the Project ID to view the “Project Summary.”
Add and Edit Forms To add new forms and edit saved forms, click the icon.
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Forms Forms are defined as any incentive program document(s) that must be filed, paid for and submitted to Louisiana Economic Development (LED) through FASTLANE. These forms include:
Advance Notifications Applications Renewal Applications Contract Compliance Forms (i.e., Affidavit of Final Cost (AFC), Project Completion Reports (PCR), Employee Certification Reports (ECR), Annual Certification Reports (ACR), etc.) Renewal Applications Contract Changes (i.e., Change of Project Location, Change of Company Name, Full Transfer, Partial Transfer, Change of Owners and Affiliates, etc.)
Common features in every form Project Information The relevant project information will appear at the top of every form in the FASTLANE system. This information is entered at project creation and can be edited through the “Project Summary” until the Application form has been marked “Review Complete.”
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Document Checklist In each form, the Document Checklist outlines the documents/attachments that are needed to complete each form. The example below shows the Document Checklist for an ITE Application.
Any item in blue is a link to a document or an excel template that must be downloaded, completed and then uploaded with the respective form.
Those documents/attachments which are required will be noted as required.
The general Document Checklist for all programs can also be viewed on the left-hand navigation menu. Project Contacts There are three Contact Types in the FASTLANE system: Business, Consultant, and Business Signatory.
The Business Contact is a representative of the applicant company who has permission to complete the necessary forms to file for an incentive program. This contact CANNOT sign project forms; they may only prepare the form and send it for an official signature.
The Business Signatory must have the legal authority to sign project forms. The Business Signatory contact will be required to electronically sign various forms throughout the course of the project. Please note that the Business Signatory contact CANNOT sign contract documents unless they are designated as the Contract Signatory.
The Consultant Contact can file on behalf of an applicant company and act as company representative for the project, providing they have legal consent. They have permission to complete the necessary forms to file for an incentive program. This contact CANNOT sign project forms; they may only prepare the form and send it for an official signature.
To add a project contact while submitting a form, scroll to the “Project Contacts” section.
If there are no forms submitted for this project, there will be no contacts records for this project and two red “bouncing” exclamation icons will display. These icons are reminders that (1) you need to add yourself as a project contact and (2) your project needs a business signatory.
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The account holder must be a project contact, regardless of Contact Type. The email address on the account must be an exact match to a project contact.
A Business Signatory is a required Contact Type. This is necessary because this contact is required to electronically sign various forms throughout the course of the project.
Click the icon in the top right corner and the “Add Project Contact” window will display.
Complete the required contact fields and click “Add.” You can add as many Business Contacts as necessary. However, there must be one Business Signatory contact with a valid email assigned to the project.
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Project Contacts can be updated on each form before submission and on the “Project Summary.”
Attachments Either drag a file or click in the assigned area and search for the desired file. The progress bar will display the upload process. Once uploaded, the attachment will populate the data grid below the upload area. Make sure to select the Document Type.
Contract Signatory As mentioned in the Project Contacts section, the Business Signatory contact CANNOT sign any Contract documents unless they are designated as the Contract Signatory. The contract Signatory must have the legal authority to sign all contract and contract related documents.
To assign a Contract Signatory while submitting a form, scroll to the “Contract Signatory” section.
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Enter the First Name, Last Name, Title and Email Address for the Contract Signatory. The email address entered must be a valid working email address. All contracts will be sent through an electronic signature process, and should the email not be valid; the contracts cannot be signed.
When you save the form, the Contract Signatory will save to the project. If the designated Contract Signatory changes, it can be updated on each form and also in the “Project Summary.”
Electronic Signatures
Account Holder is Business Signatory When completing a form, if the account holder is the Business Signatory, they will be required to check the “Certification Statement” and sign the form electronically. Once the certification has been checked and the signature has been made, click “Sign” and it will lock in the signature and navigate to a read-only view of the form.
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Account Holder is not the Business Signatory If the account holder is not the Business Signatory, click the “Request-Signature” button at the bottom of the form.
This button will trigger a notification.
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Click “OK” and then answer the question on the next notification. “Will the signee also pay for this form?” This question wants to know if the Business Signatory will pay for the form or if you, the account holder, will complete payment after signature. If the signee will pay, click “Yes.” If you, the account holder, wants to pay, click “No.”
An email will then be sent to the Business Signatory contact requesting signature.
The Business Signatory will then click the hyperlink provided in the email and they will be brought to a read-only view of the form for signature. There, they will check the Certification Statement, sign and click the “Sign” button.
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NOTE: If the Business Signatory does not want to sign, they have the option to click “No Sign.” This will alert the account holder via email that the Business Signatory declined to sign.
If the account holder has designated the signee to pay for the form, after the signature is saved, a “Pay” button will display at the bottom of the form. Click “Pay” to pay and complete submission of the form.
If the account holder elected to pay for the form after signature, and email will be sent to the account holder. The account holder will click the link provided in the email, which will bring them to the signed form. From there, click “Pay” and complete submission of the form.
Unlock Form in “Pending Signature” Status for Editing If a signature request is sent, and an error is noticed on the form, the form must be unlocked in order to be edited. Scroll to the bottom of the form and click the “Unlock” button. This will unlock the form from its “Signature Pending” status and allow the form to be edited.
Correct the form as needed and then resend for signature.
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Resend for Signature If the signature request email is sent, but the signature does not occur in a timely manner, the signature request can be resent.
To resend a form for signature, search for the Project ID on the “Project List” and click the icon. On the “Manage Project Forms” page, select the form name which is in “Pending Signature” status.
Scroll to the bottom and click the “Request-Signature” button again and the email will resend to the Business Signatory.
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Payment using the Third Party Payment Portal After the “Pay” button has been clicked a notification will display:
If the form is ready for payment, click “Yes.” At this point, FASTLANE will send the project information to the Third Party Payment Portal.
Select the desired method of payment – either Electronic Check or Credit Card.
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Electronic Check Credit Card
Enter payment information and click “Next.”
If the information entered is correct, click “Pay Now.”
When the payment is submitted successfully a notification will display. Click “OK.”
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IMPORTANT NOTE: A form is NOT in Received status until this notification has displayed.
After clicking “OK,” the form can then be printed if desired. To close the form, either click “Close” at the bottom of the form or click “Project List” on the left-hand navigation menu. Creating/Adding Forms
Add an Advance Notification To add an Advance Notification for a project, search for the Project ID on the “Project List” and click the icon.
The icon will take you to the “Manage Project Forms” page. Select “Advance” from the Form Type drop-down and click “Add.”
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The “Add” button will create the Advance form.
Add an Application To add an Application for a project, search for the Project ID on the “Project List” and click the icon.
The icon will take you to the “Manage Project Forms” page. Select “Application” from the Form Type drop-down and click “Add.”
The “Add” button will create the Application form.
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Add Compliance Forms
Add an Enterprise Zone (EZ) Program Compliance Form The following compliance forms are required for the Enterprise Zone (EZ) Program:
Affidavit of Final Cost (AFC) Employee Certification Report (ECR) Project Completion Report (PCR)
To add an EZ compliance form, click the icon on the EZ project in the “Project List.” Select the compliance form from the Form Type dropdown and click the “Add” button.
Note: Compliance forms will not display until there is a saved or submitted Application form.
Add an Industrial Tax Exemption (ITE) Program Compliance Form The following compliance forms are required for the Industrial Tax Exemption (ITE) Program:
Affidavit of Final Cost (AFC) Project Completion Report (PCR)
To add an ITE compliance form, click the icon on the ITE project in the “Project List.” Select the compliance form from the Form Type dropdown and click the “Add” button.
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Note: Compliance forms will not display until there is a saved or submitted Application form.
Add a Quality Jobs (QJ) Program Compliance Form The following compliance forms are required for the Quality Jobs (QJ) Program:
Affidavit of Final Cost (AFC) Employee Certification Report (ECR) Annual Certification Report (ACR) Project Completion Report (PCR)
To add a QJ compliance form, click the icon on the QJ project in the “Project List.” Select the compliance form from the Form Type dropdown and click the “Add” button.
Note: Compliance forms will not display until there is a saved or submitted Application form.
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Add a Restoration Tax Abatement (RTA) Program Compliance Form The following compliance forms are required for the Restoration Tax Abatement (RTA) Program:
Affidavit of Final Cost (AFC) Project Completion Report (PCR)
To add an RTA compliance form, click the icon on the RTA project in the “Project List.” Select the compliance form from the Form Type dropdown and click the “Add” button.
Note: Compliance forms will not display until there is a saved or submitted Application form.
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Add a Renewal Application Renewal Application forms can be filed for Quality Jobs (QJ), Industrial Tax Exemption (ITE), and the Restoration Tax Abatement (RTA) programs.
To add a Renewal Application form, click the icon on the project in the “Project List.” Select the Renewal Application form from the Form Type drop-down and click the “Add” button.
Note: Renewal Application forms will not display until there is a submitted Affidavit of Final Cost (AFC).
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Add Contract Change Forms The following forms are considered changes to the contract and are therefore called Contract Change forms.
Change of Company Name Only Change of Project Physical Location Change of Affiliates/Owners Add an Enterprise Zone (EZ) Program Contract Change form The following Contract Change forms are available Enterprise Zone (EZ) Program:
Change of Company Name Only Change of Affiliates/Owners
To add an EZ Contract Change form, click the icon on the EZ project in the “Project List.” Select the Contract Change form from the Form Type drop-down and click the “Add” button.
Add an Industrial Tax Exemption (ITE) Program Cont ract Change form The following Contract Change forms are available Industrial Tax Exemption (ITE) Program:
Change of Company Name Only Change of Project Physical Location
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To add an ITE Contract Change form, click the icon on the ITE project in the “Project List.” Select the Contract Change form from the Form Type drop-down and click the “Add” button.
Add a Quality Jobs (QJ) Program Contract Change form The following Contract Change forms are available Quality Jobs (QJ) Program:
Change of Company Name Only Change of Project Physical Location Change of Affiliates/Owners
To add a QJ Contract Change form, click the icon on the QJ project in the “Project List.” Select the Contract Change form from the Form Type drop-down and click the “Add” button.
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Add a Restoration Tax Abatement (RTA) Program Contract Change form The following Contract Change forms are available Industrial Restoration Tax Abatement (RTA) Program:
Change of Company Name Only
To add an RTA Contract Change form, click the icon on the RTA project in the “Project List.” Select the Contract Change form from the Form Type drop-down and click the “Add” button.
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Add a Partial Transfer or Full Transfer form To add a Partial Transfer or Full Transfer form, click the icon on the project in the “Project List.” Select either the “Partial Transfer of Ownership to New Company” or the “Full Transfer of Ownership to New Company” form from the Form Type dropdown and click the “Add” button.
Add a Project Phase To add a Project Phase, or Phase Application, click on the icon on the “Project List.“
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On the “Manage Project Forms” page, click the button (also called a “hamburger menu.”) This will display a drop-down menu, select the “Add Project Phase” option.
The “Create New Phase” page will display showing all relevant applications for the project. If there are no existing phases, the new phase will be A. If there are existing phases, the corresponding letter for the new phase will display.
Click “Create Phase,” and the system will redirect to the “Project List” and display the newly created Project Phase.
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Edit Saved Forms To edit a saved form, click the icon on the project in the “Project List.”
On the “Manage Project Forms” page, any form that has a status of “Pending” can be edited. Click the Form Name with the Form Status of “Pending” and the system will bring you to the form to edit and/or submit the form.
Project Summary The “Project Summary” is a running, up-to-date, summary of the project in its entirety. The “Project Summary” tracks the following:
Project Information Important Dates Forms Attachments Project Duration Advance Data Application Data External Review Processing Board Processing
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Project Contacts Payments Related Projects
To access the “Project Summary”, click the Project ID of the project on the “Project List.“
The “Project Summary” will then display. The header will identify the project by the Project ID, Legislation Rule, and the overall Project Status.
Common components and features of the Project Summary Project Information The Project Information section of the “Project Summary” displays the Company Name, Project Name, Project Location and Parish of the project.
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Important Dates The Important Dates section of the “Project Summary” displays all important project dates, including:
Advanced Received Date Application Received Date Contract Effective Date Contract Executed Date Contract Expiration Date Renewal Effective Date Renewal Expiration Date Inspection Date Parent Project Advance Received Date (Used for project phases) Forms The Forms section of the “Project Summary” displays all forms created and submitted for the project, as well as any comments made on the form by the LED Incentive Program Manager.
Attachments The Attachments section of the “Project Summary” will show all attachments uploaded to the project either through the project itself or through the forms.
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Project Duration The Project Duration section of the “Project Summary” will show the Project Start and End Dates (Project Duration Date) reported on the Advance, Application and the Project Completion Report. It will also display the Effective Use date if available.
Advance Data The Advance section of the “Project Summary” will display the important data collected on the Advance such as the: Investments, Jobs, and Payroll.
Application The Application section of the “Project Summary” will display the important data collected on the Application such as the: Investments, Jobs, Payroll, and Benefits.
The information icon in the Benefits section will display the benefit calculation.
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External Review Processing The External Review Processing section of the “Project Summary” will show the External Review Status of forms sent to external agencies (agencies other than LED) for review prior to Board processing.
Board Processing The Board Processing section of the “Project Summary” will show the Board Status of all forms brought before the Board of Commerce & Industry for review and approval.
Project Contacts The Project Contacts section of the “Project Summary” will show all current Project Contacts for the project.
Payments The Payments section of the “Project Summary” shows all payments made on the project by Fee Type.
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Related Projects Related projects are created when multiple programs are selected at project setup. To view these related projects, click the Project ID to view their “Project Summary.”
Additional Options Menu
The “hamburger menu” on the top right-hand corner of the “Project Summary” is a common menu that will be visible across several screens in FASTLANE (i.e., Manage Project Forms.) This allows for additional navigation to the following:
View Project Summary Manage Forms Update Project General Information Update Project Contacts Manage Attachments Generate Consultant Disclosure Authorization
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Add Project Phase
The additional options are explained below.
View Project Summary If viewing the Additional Options Menu and you are not on the “Project Summary,” click this link to view the “Project Summary.”
Manage Forms Create, Edit and View forms. Functions are explained in the Creating/Adding Forms, and the Edit Saved Forms section.
Update Project General Information To edit the Project Information entered upon project creation, click “Update Project General Information.”
The Project Information will become editable. Change the desired fields and click “Save.”
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IMPORTANT NOTE: Once an Advance is received, the Company Name cannot be changed. Once an Application is Received, the project information can no longer be edited. If project information needs to be edited prior to Contract Execution, contact the LED Incentive Program Manager.
Update Project Contacts To update the Project Contacts, click “Update Project Contacts.”
Here, you can either (1) Add a new contact and (2) edit and/or replace an existing contact.
Please note that the same rules for Project Contacts as mentioned here.
Manage Attachments To add attachments to the Project, click “Manage Attachments.”
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Either drag or click in the assigned area and search for the desired attachment. The progress bar will display the upload process. Once uploaded, the attachment will populate the data grid below the upload area. Select the Document Type and click “Save.”
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Generate Consultant Disclosure Authorization A consultant disclosure is required for any Third Party Consultant filing on behalf of a company. To generate a disclosure authorization, click “Generate Consultant Disclosure Authorization.”
Once the disclosure generates, click “Print” and have the form signed and upload the signed copy where necessary.
Add Project Phase Adding a Project Phase is explained here. Contract Signatures – Adobe Sign FASTLANE is now interfacing with Adobe Sign for all contract signatures. Adobe Sign is an e-signature service that replaces paper and ink signature processes with fully automated electronic signature workflows.
As explained in the Contract Signatory section above, the Contract Signatory must have the legal authority to sign all contract and contract related documents. When a Contract, Renewal Contract or Contract Change document is sent for signature, the Contract Signatory will receive an email from FASTLANE/Adobe Sign.
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Follow the instructions provided in the email and click the link to sign.
Read and verify the document, if everything is acceptable, sign where indicated and click the “Click to Sign” button.
If the document is incorrect and cannot be signed, click the arrow next to the “Alternative Actions” option on the top left-hand corner of the Adobe Sign screen. Select, “I will not e-sign” and a pop-up window will display.
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Enter the reason why you cannot sign the document and click “Decline.” A message will then display notifying you that an email has been sent to LED of your signature refusal.
Account Settings To edit the Account Settings, click the icon at the top-right of the screen.
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A box will display showing the account holder email address and the “Account Settings” and “Log Out” options.
Click “Account Settings.”
In order to update, you must enter the current password.
To change the password, click “Change Password?” and the “New Password” field will display.
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If any changes are made, make sure to click the “Update” button. Log Out To Log Out of FASTLANE click the icon at the top-right of the screen.
Click “Log Out,” and you will be logged out of the system. Additional Incentive Information For additional information on the rules of Louisiana’s Business Incentives visit: https://www.opportunitylouisiana.com/business-incentives and select the desired incentive program.
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FASTLANE Glossary A-D Business Contact – is a representative of the applicant company who has permission to complete the necessary forms to file for an incentive program. This contact CANNOT sign project forms; they may only prepare the form and send it for an official signature.
Business Signatory – must have the legal authority to sign project forms. The Business Signatory contact will be required to electronically sign various forms throughout the course of the project. The Business Signatory contact CANNOT sign contract documents unless they are designated as the Contract Signatory
Compliance/Contract Compliance – the necessary documents needed to stay in compliance with specific incentive program rules.
Consultant Contact – A third party that can file on behalf of an applicant company and act as company representative for the project, providing they have legal consent
Contact Type – One of three contacts for a project: Business Contact, Business Signatory or Consultant Contact.
Contract Signatory – this contact will be responsible for signing all contract documentation including Contract Changes (Amendments), Contracts and Renewal Contracts. E-H External Review Status – The status given to forms by agencies other than LED, such as Louisiana Department of Revenue and the Louisiana Workforce Commission, who must review forms prior to Board Processing. The statuses are as follows:
No Objection Objection Objection Lifted
FASTLANE Next Generation – The fully renovated and redesigned FASTLANE user interface with new and improved incentive application tools.
Forms – Any incentive program document(s) that must be filed, paid for and submitted to Louisiana Economic Development (LED) through FASTLANE. These forms include:
Advance Notification Applications Renewal Applications Contract Compliance Forms (i.e., Affidavit of Final Cost (AFC), Project Completion Reports (PCR), Employee Certification Reports (ECR), Annual Certification Reports (ACR), etc.) Renewal Applications Contract Changes (i.e., Change of Project Location, Change of Company Name, Full Transfer, Partial Transfer, Change of Owners and Affiliates, etc.)
Form Status – All forms in the system have a status for where they are in the form submission process.
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Pending – form is saved but not submitted. Can be edited. Pending Signature – form is saved and awaiting signature, but not submitted. Cannot be edited unless account holder unlocks form. Pending Payment – form is saved and awaiting payment, but not submitted. Cannot be edited. Received – form is received by Louisiana Economic Development. Information Required – form was received by Louisiana Economic Development and reviewed, but further information is required in order to process the form. Review Complete – for is received and review has been completed. On Hold – form has been placed on hold and will not be reviewed. Cancelled – form has been cancelled and cannot be processed. I-L Legislation Rule –A series of rules and requirements for the project based on government legislation. The current legislation rules are as follows:
Enterprise Zone (EZ) Program
Pre Act 423 – Advances received prior to 6/21/2013 Post Act 423 – Advances received between 6/21/2013 – 7/1/2015 Post Act 423 & Act 126, 2015 Session – Advances received on or after 7/1/2015 – 3/31/2016 Post Act 18 – Advances received on or after 4/1/2016
Industrial Tax Exemption (ITE) Program
Pre Executive Order – Advance received prior to 6/24/2016 or no advance Post Executive Order 2016 – Advances received on or after 6/2/2016 Post Executive Order 2018 – Advances received on or after 4/25/2018
Quality Jobs (QJ) Program
Pre Act 387 – Advances received prior to 7/1/2007 Act 387 – Advances received 7/1/2007 – 6/30/2015 Act 126, 2015 Session – Advances received on or after 7/1/2015 – 6/30/2017 Act 126 & Act 386, 2017 Session – Advances received on or after 7/1/2017
Restoration Tax Abatement (RTA) Program
Const 7 21 M-P Old FASTLANE – The legacy FASTLANE system.
Project ID – This number is the year the advance was submitted to LED followed by four numbers ending in the hyphenated incentive program abbreviation. Project Phases will have a hyphenated phase letter designation before the incentive program. Partial Transfers will have "-PT" before the incentive program. This number is equivalent to the Advance Number, Application Number and Contract Number terminology used in Old FASTLANE.
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Project List – The list of all projects created in a user’s account.
Project Status – statuses used to track the progress of an overall project. Project Statuses are as follows:
Project Pending – Created projects with no forms submitted Project in Review – Projects that are not yet Board Approved Project Withdrawn – Projects that have had an Advance or Application Cancelled Contract Pending – Board Approved projects waiting on Executed Contracts Contract Active – Projects with active Executed Contracts Contract Complete – Projects with Completed Contracts Contract Cancelled – Projects with Cancelled Contracts Renewal Contract Pending – Renewal Board Approved projects waiting on Executed Renewal Contracts Renewal Contract Active – Projects with active Executed Renewal Contracts Renewal Contract Complete – Projects with Completed Renewal Contracts Renewal Contract Cancelled – Projects with Cancelled Renewal Contracts
Public Reports – Publically accessible incentive data available on the FASTLANE portal.
Project Summary – running summary view of the project in its entirety. The Project Summary tracks the following:
Project Information Important Dates Forms Attachments Project Duration Advance Data Application Data External Review Processing Board Processing Project Contacts Payments Related Projects
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