Guidance

Investment Management System: guidance documents and training

Guidance on how to submit bids and offers and schedule offers in Homes England's Investment Management System.

Investment Management System (IMS) Training

YouTube training videos for Affordable Housing and Shared Ownership Affordable Housing Programmes

YouTube training videos for Help to Buy

Hands on Affordable Housing and Shared Ownership Affordable Housing Programmes training course information and bookings

Security guidance

IMS security module accessibility statement (MS Word Document, 865KB)

Security enhancements (PDF, 29.9KB, 1 page)

Guidance on resetting your password (PDF, 183KB, 12 pages)

Help to Buy programme management tool

Details on how to logon and use the system are provided in this guidance

Guidance on how to access the Help to Buy programme management tool (MS Word Document, 585KB)

2016 to 2021 guidance

Now including Acquisition tranche payments

IMS bidding guidance 2016 to 2021 - version 1.6 (PDF, 2.08MB, 74 pages)

Amending profiles and scheme processing in IMS for 2016 to 2021 - version 1.2 (PDF, 2.46MB, 59 pages)

2015 to 2018 guidance

Guidance note for submitting supporting statements in IMS for 2015 to 2018 bidding (PDF, 195KB, 10 pages)

Submitting 2015 to 2018 affordable housing offers in IMS v.1.3 CME (PDF, 2.06MB, 76 pages)

Amending Profiles and Scheme Processing in IMS (PDF, 1.72MB, 54 pages)

Programme Delivery Reports in IMS (PDF, 489KB, 10 pages)

2011 to 2015 guidance

2012 to 2015 Empty Homes scheme processing v1.1 (PDF, 1.5MB, 48 pages)

Scheme processing in IMS v1.2 (PDF, 2.48MB, 49 pages)

Offer summary reports guidance (PDF, 710KB, 13 pages)

Offer scheduling in IMS v1.0 (PDF, 1.06MB, 35 pages)

Care and Support Specialised Housing Fund 2013 to 2018

Care and Support Specialised Housing Fund - guidance for bidding on IMS (PDF, 716KB, 22 pages)

Homelessness Change and Platform for Life funds 2015 to 2017

Homelessness Change and Platform for Life funds 2015 to 2017 guidance for IMS (PDF, 1.12MB, 40 pages)

Other guidance

Compliance audit module

Recycled Capital Grant Fund guide for providers (PDF, 599KB, 29 pages)

Disposal Proceeds Fund Guide for Providers (PDF, 414KB, 20 pages)

Explanatory note of changes applied to Recycled Capital Grant Fund and Disposal Proceeds Fund end of year returns for 2016 to 2017 (PDF, 19.6KB, 2 pages)

Right to Acquire schemes guidance (PDF, 325KB, 13 pages)

Social Sector ACM Cladding Remediation Fund (PDF, 960KB, 22 pages)

Guidance Document for Voluntary Right to Buy (PDF, 1.56MB, 45 pages)

Previous IMS guidance

The National Archives hold previous guidance documents.

Published 9 October 2014
Last updated 25 September 2018 + show all updates
  1. Latest version of Guidance Document for Voluntary Right to Buy
  2. Added guidance document for Voluntary Right to Buy
  3. We have uploaded a new version of 'Social Sector ACM Cladding Remediation Fund' under 'Other Guidance' We have added a workflow so users understand the process of their application and also we have added some permissions they need to assign to their user profile to allow them to submit an application.
  4. We have added 'Social Sector ACM Cladding Remediation Fund' Document.
  5. Updated documents: IMS bidding guidance 2016 to 2021 - version 1.6 Amending profiles and scheme processing in IMS for 2016 to 2021 - version 1.2
  6. Amended 2016 to 2021 guidance which features Acquisition tranche payments details.
  7. Amended two documents under the 2016 to 2021 guidance.
  8. Added Right to Acquire guidance.
  9. Added new training resources.
  10. Added revised bidding document.
  11. Added explanatory note of changes applied to Recycled Capital Grant Fund and Disposal Proceeds Fund end of year returns for 2015 to 2016.
  12. Amended the 2014/ to 2015 RCGF and DPF to current version.
  13. Added 2016 to 2021 guidance
  14. Out of date guidance documents removed.
  15. Updated guidance: Submitting 2015 to 2018 affordable housing offers and Amending Profiles and Scheme processing.
  16. Replaced two documents with newer versions.
  17. Programme delivery reports guidance added to 2015 to 2018 section.
  18. Amending Profiles and Scheme Processing - version 1.3 published.
  19. Homelessness Change and Platform for Life Funds 2015 to 2017 IMS guidance added
  20. End of year guidance for DPF and RCGF added
  21. CaSSH fund IMS guidance updated.
  22. Amending profiles guidance updated.
  23. 2013-18 Care and Support Specialised Housing Fund IMS guidance added.
  24. Amending Profiles and Scheme Processing document updated
  25. Removed Accelerated Starts guidance as no longer relevant
  26. First published.