FASTLANE NEXT GENERATION User Guide
Total Page:16
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Developed by TEI Software Development for Louisiana Economic Development 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 FASTLANE User Guide Version 1, Updated July 2018 1 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 FASTLANE User Guide Version 1, Updated July 2018 2 Developed by TEI Software Development for Louisiana Economic Development Project Contacts .............................................................................................................................. 47 Payments ......................................................................................................................................... 47 Related Projects .............................................................................................................................. 48 Additional Options Menu ................................................................................................................ 48 Contract Signatures – Adobe Sign 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