Capital Needs Assessment Training Curriculum

The Capital Needs Assessment (CNA) e-Tool automates and standardizes the preparation, submission, and review of a capital needs assessment.

This page contains training for CNA e-Tool v.3.0.

HUD will announce a date certain for deployment of CNA e-Tool v.3.0, most likely in early fall 2020. The Data Transfer period is extended also to a date HUD will announce consistent with a revised date of deployment.


CNA e-Tool v.3.0 Training

CNA e-Tool, v.3.0: Data Transfer Tutorial

Describes the process of transferring data from legacy Excel files to the CNA e-Tool, v.3.0, as well as the data transfer timeline

Recording | Transcript

CNA e-Tool, v.3.0: Obtaining an M-ID Tutorial

Describes the process of obtaining access to HUD Secure Systems, in general, and to the CNA e-Tool, v. 3.0, in particular for different types of users, including: lenders, Public Housing Agencies (PHAs), Needs Assessors, Participating Administrative Entities (PAEs)

Recording | Transcript

CNA e-Tool, v.3.0: Company Coordinator’s Role Tutorial

Describes the role of the Company Coordinator for a HUD Multifamily Housing Partner organization, how Coordinators obtain access to HUD Secure Systems and the CNA e-Tool, and how they facilitate obtaining access for others within their organizations

Recording | Transcript

CNA e-Tool, v.3.0: User Basics Tutorial

Describes the process of creating and completing a CNA, including how to: initiate the CNA, send the CNA to a partner, prepare the CNA, submit the CNA, and agency approval of the CNA

Recording | Transcript

CNA e-Tool, v.3.0: Getting Started Webinar

Assists users in getting ready to use the CNA e-Tool, v.3.0, including: how to obtain access to the CNA e-Tool, v.3.0, user types and roles, and the conversion process from the legacy Assessment Tool Excel files to the CNA e-Tool, v.3.0

Recording | Transcript | Compiled Q&A

CNA e-Tool, v.3.0: User Basics Webinar

Describes the basics of using the CNA e-Tool, v.3.0, to ensure that users understand the functions of the User Dashboard as well as how to navigate through the e-Tool and submit a CNA

Recording | Transcript

Find Trainings by Category

Dashboard

3 minTutorial: Dashboard Overview

Time: 7 min

Date Published: August 10, 2020

Data Entry

3 minTutorial: Entering Data, Validation, Flags, and Reports

Time: 3 min

Date Published: August 10, 2020

2 minTutorial: Component Legend for Posting Data

Time: 2 min

Date Published: August 10, 2020

e-Tool Functions

2 minTutorial: Import Features

Time: 2 min

Date Published: August 10, 2020

9 minTutorial: Narratives Copy & Paste

Time: 9 min

Date Published: August 10, 2020

13 minTutorial: Copy and Paste: Overview, Sites and Components

Time: 13 min

Date Published: August 10, 2020

2 minTutorial: Copy and Paste Alternatives

Time: 2 min

Date Published: August 10, 2020

2 minTutorial: Copy and Paste Sites and Buildings

Time: 3 min

Date Published: August 10, 2020

HUD Review Process

5 minTutorial: View CNA Tab Overview for HUD Staff

Time: 5 min

Date Published: September 10, 2020

5 minTutorial: Overview for Reviewing Flag Notes

Time: 5 min

Date Published: September 10, 2020

10 minTutorial: Reviewing an Example CNA

Time: 10 min

Date Published: September 10, 2020

3 minTutorial: Dashboard Overview for HUD Stuff

Time: 3 min

Date Published: September 10, 2020