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.

Applies to England

If you experience any issues, please contact the Homes England Service Desk on 01908 353604 or by sending an email to servicedesk@homesengland.gov.uk.

Investment Management System (IMS) Training

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

For YouTube training videos see individual programme guidance.

2021 to 2026 guidance

YouTube training videos for new IMS users looking to bid for/claim 2021 to 2026 funding

YouTube training videos for existing IMS users looking to bid for/claim 2021 to 2026 funding

Affordable Homes Programme 2021 to 2026: submitting bids in IMS (PDF, 6.52 MB, 76 pages)

2016 to 2021 guidance

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

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

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

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

2015 to 2018 guidance

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

2011 to 2015 guidance

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

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

Rough Sleeping Accommodation Programme 2021 to 2024

Rough Sleepers Accommodation Programme (RSAP) in IMS

Single Homelessness Accommodation Programme

Single Homelessness Accommodation Programme (SHAP) bidding guidance (PDF, 1.3 MB, 11 pages)

Care and Support Specialised Housing Fund 2013 to 2018

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

Homelessness Change and Platform for Life funds

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

Move On Fund

Move On Fund - Bidding Guidance (PDF, 500 KB, 9 pages)

Move On Fund - Revenue Scheme Processing in IMS (PDF, 883 KB, 9 pages)

Next Steps Accommodation Programme

NSAP Offer & Offer Line submission guidance (PDF, 702 KB, 8 pages)

Recycled Capital Grant Fund

Recycled Capital Grant Fund – annual return for 20212022 to 20222023 (PDF, 1.081.11 MB, 2726 pages)

Other guidance

Compliance audit module

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

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

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

Submitting HRA offers for 2015 to 2016 and 2016 to 2017 in IMS (PDF, 1.69 MB, 68 pages)

IMS guidance before 2014

The National Archives hold a record of previous guidance.

Published 9 October 2014
Last updated 1326 JanuaryMay 2023 + show all updates
  1. Added updated guidance: Recycled Capital Grant Fund annual return for 2022 to 2023.

  2. Added PDF: 'Submitting Single Homelessness Accommodation Programme Bids in IMS'.

  3. Replaced 'Recycled Capital Grant Fund - annual return for 2020 to 2021' and 'Recycled Capital Grant Fund - annual return for 2019 to 2020' with 'Recycled Capital Grant Fund - annual return for 2021 to 2022'.

  4. Guidance added under the heading '2021 to 2026 guidance' for submitting bids in IMS for the Affordable Homes Programme 2021 to 2026.

  5. Added the Recycled Capital Grant Fund annual return for 2020 to 2021.

  6. Added a link to a guidance video for the Rough Sleepers Accommodation Programme (RSAP) in IMS.

  7. We have updated the documents 'Recycled Capital Grant Fund (RCGF) Annual Return' and 'Disposal Proceeds Fund Guide for Providers'

  8. We have added infromation about IMS reopening

  9. We have added info about the IMS extended hours and closure arrangements for March - April 2020.

  10. We have changed information about the IMS opening hours in March 2020

  11. We have added a link to more information about the changes to hours of operation for the IMS in December 2019 - January 2020.

  12. We have added the Move On Fund - Revenue Scheme Processing in IMS document

  13. The is “Disposal Proceeds Fund Guide for Providers” has been updated.

  14. We have added the Recycled Capital Grant Fund (RCGF) Annual Return for Year End 31 March 2019 document in 'Other guidance'

  15. We have added bidding guidance for the Move On Fund

  16. Latest version of Guidance Document for Voluntary Right to Buy

  17. Added guidance document for Voluntary Right to Buy

  18. 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.

  19. We have added 'Social Sector ACM Cladding Remediation Fund' Document.

  20. 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

  21. Amended 2016 to 2021 guidance which features Acquisition tranche payments details.

  22. Amended two documents under the 2016 to 2021 guidance.

  23. Added Right to Acquire guidance.

  24. Added new training resources.

  25. Added revised bidding document.

  26. Added explanatory note of changes applied to Recycled Capital Grant Fund and Disposal Proceeds Fund end of year returns for 2015 to 2016.

  27. Amended the 2014/ to 2015 RCGF and DPF to current version.

  28. Added 2016 to 2021 guidance

  29. Out of date guidance documents removed.

  30. Updated guidance: Submitting 2015 to 2018 affordable housing offers and Amending Profiles and Scheme processing.

  31. Replaced two documents with newer versions.

  32. Programme delivery reports guidance added to 2015 to 2018 section.

  33. Amending Profiles and Scheme Processing - version 1.3 published.

  34. Homelessness Change and Platform for Life Funds 2015 to 2017 IMS guidance added

  35. End of year guidance for DPF and RCGF added

  36. CaSSH fund IMS guidance updated.

  37. Amending profiles guidance updated.

  38. 2013-18 Care and Support Specialised Housing Fund IMS guidance added.

  39. Amending Profiles and Scheme Processing document updated

  40. Removed Accelerated Starts guidance as no longer relevant

  41. First published.