amis cdfi login

For any questions regarding compliance or performance reporting, please contact the CDFI Fund Help Desk directly via an AMIS Service Request, Alternatively, you may contact us at AMIS@cdfi.treas.gov or (202) 653-0422 . 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 Discussion Posts; Community Resources; CDFI Connect Blog; CDFI Consumer Marketing Library; Search; Participate. Community Development Financial Institutions Fund United States Department of the Treasury 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. 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 data submitted by CDFIs include an organizational profile, financial position, portfolio information, community impacts, development services, other products and services, and compliance measures. 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. • 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. Please refer to the AE101: Getting Started – Navigating AMIS (for CDFI Fund External Users) training manual on how to set up an account. To submit an application online, that entity must have an AMIS account. 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. 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 ... PUBLIC AMIS. Name, telephone number and email address of the Person Responsible for Completing the Survey. AMIS Compliance Reporting Guidance – Capital Magnet Fund . (AMIS). 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. These are for informational purposes only. All Awards . You can register a new organization by visiting amis.cdfifund.gov, selecting the LOGIN tab, then selecting “Join our Community”. A. AMIS@cdfi.treas.gov or Community Development Financial Institutions Fund 0:12:55 NACA Eligibility (also see pg. *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) The CDFI Fund will not respond to any applicant questions about the FY 2020 application round after 5:00 p.m. Start a Discussion; Share a File; Join a Community; Help. The CDFI Fund is providing compliance and reporting instruction manuals and upload templates, as 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. Provide the board-approved mission statement of your CDFI. AMIS Service Request (as a General Inquiry Select “AMIS-Technical Problem”). The deadline for creating an organizational account in AMIS is 11:59 pm ET on July 2, 2020. 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. 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. A. AMIS . The CDFI Fund strongly encourages all materials to be submitted at least three days before each corresponding deadline for Grants.gov and AMIS. The target reflects projected 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. A. The latest reporting templates must accessed and downloaded from your organization’s account within AMIS. 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. 2. AE101: Getting Started – Navigating AMIS (for External Users) is a pre-requisite for this training manual. CDFI Industry Consultants; CDFI Consumer Marketing Library; Browse. United States Department of the Treasury, USA.gov|Grants.gov|Regulations.gov|OIG|Treasury.gov|Small & Disadvantaged Businesses|No Fear Act. 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. Therefore, your organization must be registered in AMIS to complete and submit the application. The CDFI Fund's Awards Management Information System (AMIS) is now available! Please note that personally identifiable information of borrowers and investees is not collected. 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. 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. CDFI TLR – CSV Upload TemplatesThe following files are only available to download through your AMIS is a modern, cloud-based platform that will eventually support all CDFI Fund programs through each phase of the Response: N/A. 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. B. ET on April 17, 2020. (202) 653-0422. 2. Please note that the reporting templates cited below are for reference purposes only. 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. AMIS account: New Consumer Loan Table.csv (For Banks and Credit Unions only), XML Vendor Guidance – CDFI - Forthcoming (September 2020). Authority. 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. Provide information about the types of products your CDFI provides in the communities you serve. The assigned scorecards will be displayed. to provide authority to the Secretary of the Treasury (Secretary) to establish and administer the CDFI Bond Guarantee Program. The recordings of the AMIS webinars will be posted to the CDFI Fund’s website a few days after they are conducted. A. AMIS Service Request (as a General Inquiry Select “AMIS-Technical Problem”) AMIS@cdfi.treas.gov (202) 653-0422. However, the CDFI Fund does not manage SAM.gov or Grants.gov, and processes for these systems may have changed since then. The CDFI Fund strongly encourages all materials to be submitted through Grants.gov at least three days before the deadline. The CDFI Fund will stop taking questions about the … 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. - September 2020, QEI Closeout Report Guidance - September 2020, Sub-CDE Dissolution Guidance - September 2020, Allocation and QEI Tracking Guidance - September 2020. 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 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. The CDFI Fund's vision is an America in which all people have access to affordable credit, capital, and financial services. 2.1 Organization vs. Award Specific Reports . 5 . The CDFI … Below are links to all of the available supporting instructional documents for how to report in AMIS. The CDFI Bond Guarantee Program was authorized by the Small Business Jobs Act of 2010 (Pub. Navigate to the Scorecards tab; If no scorecards appear, click on the dropdown list and select “My Open Scorecards”, then click “Go”. Section 1134 of the Act amended the Riegle Community Development and Regulatory Improvement Act of 1994 (12 U.S.C. AMIS will launch the correct application type based on the information on your organization’s detail page. Bond Issue size; Amount of Guarantee authority.In FY 2020, the Secretary may guarantee Bond Issue… L. 111-240; 12 U.S.C. 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 strongly encourages all materials to be submitted at least three days before each corresponding deadline for Grants.gov and AMIS. Please turn on JavaScript and try again. 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. 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. 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 … 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. Login to the AMIS Portal and review the Tasks assigned on the Home tab. The CDFI Fund will stop taking questions about the application at 5:00 PM ET on July 23, 2020. Allocatee TLR – CSV Upload TemplatesThe following files are only available to download through your CDFI Program and NACA Program applications must be submitted electronically through AMIS before 11:59 p.m. Summary financial ratios calculated by AMIS. 4713a) (the Act). 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. 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. Transmits transaction-level data on all community loan fund accounts 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…”. AMIS is an enterprise-wide business system that will replace the myCDFIFund portal. 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. Response: 500 character limit . 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. CDFI. 27 of the AMIS Training Manual) 0:13:53 Launching a Financial Assistance Application 0:15:46 CDFI/NACA FA … The FY 2019 application is available in AMIS as of April 4, 2019. FAQs & Video Tutorials; Getting Started 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. Vendor Testing Opportunities: The CDFI Fund welcomes CDFIs, CDEs, and software developers to test their software against AMIS requirements. 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. ET on June 6, 2019. CDFIs and CDEs with custom-designed software are invited to contact the CDFI Fund AMIS Help Desk (contact information above) for testing opportunities. data entry responses: Yes. Narrative. Only New or In Progress Scorecards will appear in this view. 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… The CDFI Program made its first awards in 1996 and the Native American CDFI Assistance (NACA) Program made its first awards in 2002. 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 Data collected solely for internal CDFI Fund purposes. AMIS account: XML Vendor Guidance - NMTC  - Forthcoming (September 2020), CDFI TLR Data Point Guidance - September 2020. Please refer to the AE101: Getting Started – Navigating AMIS (for CDFI Fund External Users) 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 will launch the correct application type based on the Home tab of Guarantee authority.In FY 2020, the Fund. 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