The Community Development Financial Institutions Fund (CDFI Fund) will be conducting a Question and Answer (Q&A) webinar session on the full-length Transaction Level Report (TLR) in the Awards Management Information System (AMIS). During this session, entities will have the opportunity to ask any TLR-related questions ahead of the June 30, 2024 submission deadline.

The full-length TLR collects compliance and performance data from Financial Assistance (FA) Award Recipients under the Community Development Financial Institutions Program (CDFI Program) and Native American CDFI Assistance Program (NACA Program), as well as CDFI Rapid Response Program (CDFI RRP) Award Recipients and soon to be for CDFI Equitable Recovery Program (CDFI ERP). The full-length TLR captures transaction level data on all new loans and investments originated during the reporting period including loan rates and terms, underwriting criteria, project costs and characteristics, geography, and borrower characteristics. CDFI, NACA, CDFI RRP, and CDFI ERP Award Recipients are required to submit a TLR annually, and it is typically due to the CDFI Fund six months after the Award Recipient’s fiscal year end.

To access the webinar, click here.