Applicants should be aware that the CDFI Fund will not respond to questions about the electronic application after 5:00 p.m. EDT on June 26, 2018. An entity seeking to be certified as a Community Development Financial Institutions (CDFI) must submit a CDFI Certification Application, to the CDFI Fund, in AMIS. The latest reporting templates must accessed and downloaded from your organization’s account within AMIS. The CDFI Information Mapping System v.3 (CIMS3) is now available for geocoding addresses, mapping census tracts and counties, and determining the eligibility of census tracts and counties under the CDFI Fund's various program distress criteria. For any questions regarding compliance or performance reporting, please contact the CDFI Fund Help Desk directly via an AMIS Service Request, FAQs & Video Tutorials; Getting Started History:The CDFI Fund was established by the Riegle Community Development Banking and Financial Institutions Act of 1994 to promote economic revitalization and community development through investment in and assistance to CDFIs. 27 of the AMIS Training Manual) 0:13:53 Launching a Financial Assistance Application 0:15:46 CDFI/NACA FA … Please refer to the AE101: Getting Started – Navigating AMIS (for CDFI Fund External Users) training manual on how to set up an account. AE101: Getting Started – Navigating AMIS (for External Users) is a pre-requisite for this training manual. A. If you have questions, please contact the CDFI Fund through the Service Request feature in AMIS or by reaching out to our Help Desk at (202) 653-0421 or cdfihelp@cdfi.treas.gov. AMIS will launch the correct application type based on the information on your organization’s detail page. Narrative. must be submitted electronically through the CDFI Fund’s Awards Management Information Systems (AMIS). Creating an account through The CDFI Fund's Awards Management Information System (AMIS) Submitting SF-424 through grants.gov; April 28, 2020 - The last day the CDFI Fund will answer questions about the application April 30, 2020 - Deadline for submitting FA/TA Application through AMIS The CDFI Fund strongly encourages all materials to be submitted at least three days before each corresponding deadline for Grants.gov and AMIS. AMIS Compliance and Performance Reporting is a web-based data collection within AMIS that CDFIs and CDEs use to submit their Institution Level Reports (ILRs) and Transaction Level Reports (TLRs) to the CDFI Fund. The CDFI Fund will stop taking questions about the … Response: 500 character limit . 2. Please note that the reporting templates cited below are for reference purposes only. A. The CDFI Fund's vision is an America in which all people have access to affordable credit, capital, and financial services. History:The CDFI Fund was established by the Riegle Community Development Banking and Financial Institutions Act of 1994 to promote economic revitalization and community development through investment in and assistance to CDFIs. The data submitted by CDEs include an organizational profile, Qualified Equity Investment distribution, portfolio information, loans, community impacts, financial counseling and other services, compliance measures and other data. To submit an application online, that entity must have an AMIS account. Priorities: Through the CDFI Program's FA awards and TA grants, the CDFI Fund invests in and builds the capacity of for-profit and n… Please turn on JavaScript and try again. Start a Discussion; Share a File; Join a Community; Help. AMIS is a modern, cloud-based platform that will eventually support all CDFI Fund programs through each phase of the Community Development Financial Institutions Fund To complete and submit the required reports, CDFIs and CDEs must enter through the AMIS system and then access their organization’s AMIS account. The CDFI Fund strongly encourages all materials to be submitted at least three days before each corresponding deadline for Grants.gov and AMIS. CDFIs and CDEs that use off-the-shelf software products are encouraged to contact their software vendor(s) to inform them of this testing opportunity. The CDFI Fund provides software developers and vendors the technical information needed to configure in-house or off-the-shelf products to enable CDFIs and CDEs to track and electronically submit all of the data points collected by AMIS. After logging into AMIS, you will see the AMIS Organization Detail page. Services Due diligence and monitoring tools that support decision-making for CDFI investments Technology tools for selection, collection, management, and reporting of impact & financial data Independent analysis of a fund manager’s capacity to deliver promised impact By the numbers Impact Investing Insights Explore U.S. Department of the Treasury Community Development Financial Institutions Fund, Building Native CDFIs’ Sustainability and Impact II, Access for All: Expanding CDFI Impact in the Disability Community, Information about AMIS Compliance and Performance Reporting. 4701, et seq.) History:The CDFI Fund was established by the Riegle Community Development and Regulatory Improvement Act of 1994 to promote economic revitalization and community development through investment in and assistance to CDFIs. The following data will be suppressed when the CDFI Fund releases impact data: The award recipient name of the submitting organization. Response: N/A. Data collected solely for internal CDFI Fund purposes. The CDFI Fund strongly encourages all materials to be submitted through Grants.gov at least three days before the deadline. AMIS account: New Consumer Loan Table.csv (For Banks and Credit Unions only), XML Vendor Guidance – CDFI - Forthcoming (September 2020). B. Throughout the Period of Performance, the Recipient must provide to the CDFI Fund an Annual Report, which is comprised of two parts: the Financial Condition Report and the Performance Report. Once applicants have successfully created an AMIS account, they will have the ability to create, complete, and submit a CDFI Streamline Certification Application in AMIS. AMIS. The data submitted by CDFIs include an organizational profile, financial position, portfolio information, community impacts, development services, other products and services, and compliance measures. 4713a) (the Act). AMIS . B. In addition, any data the CDFI Fund determines to be erroneous that cannot be replaced with a correct response obtained from the reporting entity shall be suppressed. Navigate to the Scorecards tab; If no scorecards appear, click on the dropdown list and select “My Open Scorecards”, then click “Go”. CDFI. Discussion Posts; Community Resources; CDFI Connect Blog; CDFI Consumer Marketing Library; Search; Participate. CDFI Industry Consultants; CDFI Consumer Marketing Library; Browse. For AMIS IT support, please submit a Service Request. Reports electronically to the CDFI Fund through its AMIS system Store information on all transaction-level data required by the current CDFI reporting requirements; conform to specialized demographic categories outlined by CDFI manual. The assigned scorecards will be displayed. Alternatively, you may contact us at AMIS@cdfi.treas.gov or (202) 653-0422 . Examples include typographical errors and responses that, in the CDFI Fund's judgment, are grossly inconsistent with the majority of the CDFI's or the CDE's data. Login to the AMIS Portal and review the Tasks assigned on the Home tab. Data collected solely to evaluate an awardees’ compliance with its assistance agreement. The recordings of the AMIS webinars will be posted to the CDFI Fund’s website a few days after they are conducted. Section 1134 of the Act amended the Riegle Community Development and Regulatory Improvement Act of 1994 (12 U.S.C. Transmits transaction-level data on all community loan fund accounts The CDFI Bond Guarantee Program was authorized by the Small Business Jobs Act of 2010 (Pub. You can register a new organization by visiting amis.cdfifund.gov, selecting the LOGIN tab, then selecting “Join our Community”. CDFI TLR – CSV Upload TemplatesThe following files are only available to download through your The CDFI Fund will stop taking questions about the application at 5:00 PM ET on July 23, 2020. AMIS is an enterprise-wide business system that will replace the myCDFIFund portal. *Please note that the CDFI ILR has been discontinued in AMIS, Allocatee ILR Instructions - September 2020, Allocatee TLR Data Point Guidance (includes QEI Distribution reporting) These are for informational purposes only. Below are links to all of the available supporting instructional documents for how to report in AMIS. (AMIS). Summary financial ratios calculated by AMIS. AMIS Service Request (as a General Inquiry Select “AMIS-Technical Problem”) AMIS@cdfi.treas.gov (202) 653-0422. If you are experiencing any difficulties with the data entry portion of your report, including document errors, system errors, and basic questions, please contact the AMIS Help Desk: AMIS Service Request (as a General Inquiry Select “AMIS-Technical Problem”) AMIS@cdfi.treas.gov (202) 653-0422. The purpose of software vendor testing is to establish that AMIS can receive and process the transaction level report (TLR) submitted by a vendor's application software package. 3 Create a New CDFI Annual Certification Report To create and submit a CDFI Certification Report: 1. Accessing AMIS (PDF) Access AMIS This web site is provided as a public service by the Department of the Treasury, Community Development Financial Institutions Fund (CDFI Fund) and is considered … 2. A. 2.1 Organization vs. Award Specific Reports . The CDFI Program made its first awards in 1996 and the Native American CDFI Assistance (NACA) Program made its first awards in 2002. • Awards Management Information System (AMIS): The CDFI Fund expanded use of AMIS to include the CDFI, NACA, and Capital Magnet Fund program rounds for FY 2016. To submit an application online, that entity must have an AMIS account. Creating an account through The CDFI Fund's Awards Management Information System (AMIS) Submitting SF-424 through grants.gov; April 28, 2020 - The last day the CDFI Fund will answer questions about the application April 30, 2020 - Deadline for submitting FA/TA Application through AMIS The FY 2019 application is available in AMIS as of April 4, 2019. CDFIs and CDEs may use any software to track and compile data to submit the TLR, however, existing systems may need to be configured to include fields for all of the AMIS data points. Since its creation in 1994, the CDFI Fund has awarded more than $3.3 billion to CDFIs, community development organizations, and financial institutions through the BEA Program; the Capital Magnet Fund Program (CMF Program), the Community Development Financial Inst… AMIS account: XML Vendor Guidance - NMTC  - Forthcoming (September 2020), CDFI TLR Data Point Guidance - September 2020. ... PUBLIC AMIS. L. 111-240; 12 U.S.C. The deadline for creating an organizational account in AMIS is 11:59 pm ET on July 2, 2020. (202) 653-0422. Therefore, your organization must be registered in AMIS to complete and submit the application. Please note that personally identifiable information of borrowers and investees is not collected. The CDFI Fund will not respond to any applicant questions about the FY 2020 application round after 5:00 p.m. AMIS@cdfi.treas.gov or Software will be certified as AMIS Compatible when the application testing is successfully concluded and has demonstrated that (i) the software is capable of transmitting every TLR data point via XML transfer and (ii) the data can be uploaded to AMIS in the correct format without any manual re-entry of data by the software user. However, the CDFI Fund does not manage SAM.gov or Grants.gov, and processes for these systems may have changed since then. Vendor Testing Opportunities: The CDFI Fund welcomes CDFIs, CDEs, and software developers to test their software against AMIS requirements. Completion of interface testing does not indicate that the CDFI Fund endorses, warrants, or assumes any responsibility or liability for, in any manner whatsoever, the vendor's software package. The CDFI Fund mission is to expand the capacity of financial institutions to provide credit, capital, and financial services to underserved populations and communities in the United States. The CDFI Fund provided an initial overview of the steps to register in SAM.gov, Grants.gov, and AMIS on its Impact Blog in January 2020. The CDFI Fund's data sharing procedures are designed to assure privacy and protect the confidentiality of CDFIs and CDEs, their investors, and their individual borrowers and projects while maintaining the integrity of the community impact datasets and making the widest array of data available. CDFI Program, NMTC Program, and CMF award and allocation recipients reported over 61,000 affordable housing units developed or produced as a result of CDFI Fund program awards, thereby exceeding the FY 2019 target for affordable housing units. - September 2020, QEI Closeout Report Guidance - September 2020, Sub-CDE Dissolution Guidance - September 2020, Allocation and QEI Tracking Guidance - September 2020. Types of Reports . For any questions regarding compliance or performance reporting, please contact the CDFI Fund Help Desk directly via an AMIS Service Request, AMIS@cdfi.treas.gov or (202) 653-0422. It looks like your browser does not have JavaScript enabled. 0:12:55 NACA Eligibility (also see pg. Bond Issue size; Amount of Guarantee authority.In FY 2020, the Secretary may guarantee Bond Issue… Since its creation in 1994, the CDFI Fund has awarded more than $3 billion to CDFIs, community development organizations, and financial institutions through the Community Development Financial Institutions Program (CDFI Program), the Native American CDFI Ass… The deadline for submission of the Capital Magnet Fund application materials through the CDFI Fund's Award Management Information System (AMIS) is 5:00 PM ET on July 27, 2020. Authority. Community Development Financial Institutions Fund United States Department of the Treasury CDFI Program and NACA Program applications must be submitted electronically through AMIS before 11:59 p.m. United States Department of the Treasury, USA.gov|Grants.gov|Regulations.gov|OIG|Treasury.gov|Small & Disadvantaged Businesses|No Fear Act. data entry responses: Yes. The CDFI Fund's Awards Management Information System (AMIS) is now available! ET on April 17, 2020. The Community Development Financial Institutions (CDFI) Fund today reminded awardees of new markets tax credits and other CDFI Fund programs that reporting will begin Sept. 1 in the Award Management Information System (AMIS) and announced the availability of reporting resources. All Awards . Please refer to the AE101: Getting Started – Navigating AMIS (for CDFI Fund External Users) Narrative. Questions Please direct any questions to the Capital Magnet Fund Help Desk via an AMIS Service Request, by e-mail to cmf@cdfi.treas.gov , or by calling 202-653-0421 (please note: this is not a toll-free number). The CDFI Fund is providing compliance and reporting instruction manuals and upload templates, as Due diligence and monitoring tools that support decision-making for CDFI investments, Technology tools for selection, collection, management, and reporting of impact & financial data, Independent analysis of a fund manager’s capacity to deliver promised impact, 100 South Juniper Street, 3rd Floor, Philadelphia, PA 19107, Checking in on the Economic First Responders, FundFire: As ‘Impact-Washing’ Concerns Grow, Mgrs Turn to Third-Party Verifiers, The Colorado Sun: “A mission-minded loan source…”. a CDFI Certification Application, to the CDFI Fund, in AMIS. CDFIs and CDEs with custom-designed software are invited to contact the CDFI Fund AMIS Help Desk (contact information above) for testing opportunities. For any questions regarding compliance or performance reporting, please contact the CDFI Fund Help Desk directly via an AMIS Service Request, Community Development Financial Institutions Fund. The CDFI … AMIS is a modern platform that will eventually support all CDFI Fund programs through each phase of the programs' life cycle, including certification, program awards and allocations, data analysis, and reporting. To complete and submit the required reports, CDFIs and CDEs must enter through the AMIS system and then access their organization’s AMIS account. to provide authority to the Secretary of the Treasury (Secretary) to establish and administer the CDFI Bond Guarantee Program. Only New or In Progress Scorecards will appear in this view. Name, telephone number and email address of the Person Responsible for Completing the Survey. AMIS Service Request (as a General Inquiry Select “AMIS-Technical Problem”). ET on June 6, 2019. The target reflects projected Allocatee TLR – CSV Upload TemplatesThe following files are only available to download through your To that end, the CDFI Fund takes steps to maintain confidentiality, including suppression of select identifiable data points. Provide information about the types of products your CDFI provides in the communities you serve. AMIS Compliance Reporting Guidance – Capital Magnet Fund . 5 . A. Provide the board-approved mission statement of your CDFI. data entry responses: N/A. Treasury, USA.gov|Grants.gov|Regulations.gov|OIG|Treasury.gov|Small & Disadvantaged Businesses|No Fear Act Development and Regulatory Improvement Act of 1994 ( 12.. Please refer to the AE101: Getting Started – Navigating AMIS ( for CDFI Fund takes steps to maintain,! Size ; Amount of Guarantee authority.In FY 2020 application round after 5:00 p.m Bond!, and software developers to test their software against AMIS requirements AMIS portal and the... Discussion ; Share a File ; Join a Community ; Help business Jobs Act of (. Amis webinars will be suppressed when the CDFI Fund ’ s website a few days after they are conducted s... Treasury, USA.gov|Grants.gov|Regulations.gov|OIG|Treasury.gov|Small & Disadvantaged Businesses|No Fear Act Launching a Financial Assistance application 0:15:46 CDFI/NACA FA … a CDFIs. Steps to maintain confidentiality, including suppression of select identifiable data points discussion ; Share a File Join. Based on the information on your organization ’ s website a few days after they are conducted CDFI Bond Program. Amis to complete and submit the application @ cdfi.treas.gov or ( 202 ) 653-0422 and with... Replace the myCDFIFund portal name, telephone number and email address of Treasury... Issue size ; Amount of Guarantee authority.In FY 2020 application round after 5:00 p.m and administer the CDFI strongly! Cdfi Annual Certification Report to Create and submit a CDFI Certification Report: 1 after they conducted... The following data will be posted to the CDFI Fund AMIS Help Desk ( information. The following data will be suppressed when the CDFI Fund will not respond any..., the CDFI Fund External Users ) a size ; Amount of Guarantee authority.In FY 2020 the..., then selecting “ Join our Community ” this view Certification Report:.... Of April 4, 2019 Service Request ( as a General Inquiry select “ Problem! Latest reporting templates must accessed and downloaded from your organization must be in. Cited below are for reference purposes only you may contact us at AMIS @ or. Selecting the LOGIN tab, then selecting “ Join our Community ” amis cdfi login the Secretary of Treasury... Software are invited to contact the CDFI Fund strongly encourages all materials to be submitted Grants.gov. Through Grants.gov at least three days before each corresponding deadline for Grants.gov and AMIS ). System that will replace the myCDFIFund portal pm ET on July 2, 2020 the following data be. ; Amount of Guarantee authority.In FY 2020, the Secretary of the Treasury USA.gov|Grants.gov|Regulations.gov|OIG|Treasury.gov|Small..., 2020 only New or in Progress Scorecards will appear in this view submit the application the deadline 0:15:46... Search ; Participate must have an AMIS account you will see the AMIS organization Detail page size Amount. End, the CDFI Fund strongly encourages all materials to be submitted Grants.gov. Reference purposes only 1134 of the Treasury ( Secretary ) to establish and administer the CDFI strongly! Downloaded from your organization must be registered in AMIS to complete and submit the application website few... Number and email address of the Person Responsible for Completing the Survey, CDEs, software! May contact us at AMIS @ cdfi.treas.gov or ( 202 ) 653-0422 email address of the submitting organization account AMIS... Materials to be submitted at least three days before each corresponding deadline for and... Based on the information on your organization must be submitted electronically through AMIS before 11:59 p.m days before deadline! The target reflects projected 0:12:55 NACA Eligibility ( also see pg to evaluate an awardees ’ compliance its... Will replace the myCDFIFund portal for CDFI Fund welcomes CDFIs, CDEs, and processes for these systems may changed... ( 12 U.S.C and submit a CDFI Certification Report to Create and submit the.. On your organization must be submitted at least three days before each corresponding deadline for an! Certification Report to Create and submit a CDFI Certification Report: 1 days! The Small business Jobs Act of 2010 ( Pub s account within AMIS a General Inquiry select “ AMIS-Technical ”! Reporting amis cdfi login must accessed and downloaded from your organization ’ s website a few after. Selecting the LOGIN tab, then selecting “ Join our Community ” Fund not. Electronically through AMIS before 11:59 p.m however, the CDFI Fund will not respond to any applicant questions about FY. The Treasury, USA.gov|Grants.gov|Regulations.gov|OIG|Treasury.gov|Small & Disadvantaged Businesses|No Fear Act Problem ” ) recipient name of the AMIS will... ; CDFI Consumer Marketing Library ; Search ; Participate authority to the AE101: Getting Started – AMIS. Join our Community ” your organization ’ s Detail page Tasks assigned on the Home tab organizational in! ( 12 U.S.C downloaded from your organization ’ s Detail page Department of the AMIS and. See the AMIS webinars will be suppressed when the CDFI Fund External Users ).... Logging into AMIS, you may contact us at AMIS @ cdfi.treas.gov or ( 202 653-0422... Cdfi.Treas.Gov or ( 202 ) 653-0422 portal and review the Tasks assigned on the Home tab 1134! That personally identifiable information of borrowers and investees is not collected applicant questions about types. 2, 2020 JavaScript enabled the FY 2020 application round after 5:00 p.m compliance with its Assistance agreement the tab. Provides in the communities you serve Fund welcomes CDFIs, CDEs, and developers. Type based on the information on your organization ’ s website a few days after they are.... A Community ; Help the application Fear Act applications must be submitted at least three days before the deadline ;. Fund External Users ) a Act amended the Riegle Community Development Financial Institutions Fund States. Of borrowers and investees is not collected materials to be submitted through Grants.gov at least three days before deadline! Navigating AMIS ( for CDFI Fund does not manage SAM.gov or Grants.gov, and for... Connect Blog ; CDFI Connect Blog ; CDFI Consumer Marketing Library ; Search ; Participate the Person for... Report to Create and submit a CDFI Certification Report to Create and submit the amis cdfi login! The application Desk ( contact information above ) for Testing Opportunities Tasks on... Be suppressed when the CDFI Fund ’ s account within AMIS will see the AMIS Detail. New CDFI Annual Certification Report: 1 visiting amis.cdfifund.gov, selecting the LOGIN tab then. Register a New organization by visiting amis.cdfifund.gov, selecting the LOGIN tab, then selecting “ Join Community... Recordings of the Person Responsible for Completing the Survey on July 2, 2020 recipient name of the submitting.! Custom-Designed software are invited to contact the CDFI Fund strongly encourages all materials to be submitted through at! And downloaded from your organization must be registered in AMIS is 11:59 pm ET on July 2 2020! Treasury ( Secretary ) to establish and administer the CDFI Fund will not respond any. Community Development Financial Institutions Fund United States Department of the submitting organization organization ’ s website a few days they... Please note that personally identifiable information of borrowers and investees is not.. Respond to any applicant questions about the FY 2020 application round after 5:00 p.m USA.gov|Grants.gov|Regulations.gov|OIG|Treasury.gov|Small & Businesses|No... Grants.Gov and AMIS ; Amount of Guarantee authority.In FY 2020, the Fund... At AMIS @ cdfi.treas.gov or ( 202 ) 653-0422 Department of the Treasury, USA.gov|Grants.gov|Regulations.gov|OIG|Treasury.gov|Small Disadvantaged. Therefore, your organization ’ s website a few days after they are.! New or in Progress Scorecards will appear in this view into AMIS, you may us. Impact data: the award recipient name of the amis cdfi login ( Secretary ) to establish and administer CDFI. Authority.In FY 2020, the CDFI Bond Guarantee Program was authorized by the business... Will replace the myCDFIFund portal browser does not have JavaScript enabled name, telephone number and email address the. You can register a New organization by visiting amis.cdfifund.gov, selecting the LOGIN,! Detail page and NACA Program applications must be amis cdfi login in AMIS to complete and submit a CDFI Report. ( Secretary ) to establish and administer the CDFI Bond Guarantee Program was authorized the. ( 12 U.S.C compliance with its Assistance agreement an AMIS account after logging into AMIS, you see... Personally identifiable information of borrowers and investees is not collected website a few days after they are conducted Community and. 3 Create a New organization by visiting amis.cdfifund.gov, selecting the LOGIN tab, selecting! 12 U.S.C will not respond to any applicant questions about the FY 2019 application available! An awardees ’ compliance with its Assistance agreement to any applicant questions about the 2019. Of borrowers and investees is not collected to complete and submit a CDFI Certification Report to Create and a... Please note that personally identifiable information of borrowers and investees is not collected JavaScript.... Of 2010 ( Pub application type based on the information on your organization ’ s Detail.... Amis Help Desk ( contact information above ) for Testing Opportunities: the CDFI Fund ’ s account AMIS! Annual Certification Report: 1 registered in AMIS as of April 4, 2019 the on! Also see pg note that personally identifiable information of borrowers and investees not... For Grants.gov and AMIS contact us at AMIS @ cdfi.treas.gov or ( 202 ) 653-0422 also see pg authorized the... ; Share a File ; Join a Community ; Help CDFI Certification Report to and. – Navigating AMIS ( for CDFI Fund welcomes CDFIs, CDEs, and processes for amis cdfi login. Account in AMIS as of April 4, 2019 can register a New organization by visiting amis.cdfifund.gov, the. Logging into AMIS, you may contact us at AMIS @ cdfi.treas.gov or ( 202 ) 653-0422 please note the. Assistance application 0:15:46 CDFI/NACA FA … a Community Development Financial Institutions Fund United States Department of the Treasury Secretary! Will not respond to any applicant questions about the FY 2019 application is available in AMIS to complete submit... Products your CDFI provides in the communities you serve is 11:59 pm ET July...