Save the Date: Financial Assistance & RRP TLR Webinar

The Community Development Financial Institutions Fund (CDFI Fund) will be conducting a Q&A webinar session on how to complete and submit Transaction Level Reports (TLRs) 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, 2023 submission deadline.

The 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. CDFI Program and NACA Program Technical Assistance Award Recipients are not required to submit a TLR. The TLR captures transaction level data on all new loans and investments originated during the reporting period by a CDFI, NACA, or RRP Award Recipient including loan rates and terms, underwriting criteria, project costs and characteristics, geography, and borrower characteristics. CDFI, NACA, and RRP Award Recipients are required to submit a TLR annually, and it is due to the CDFI Fund six months after the Award Recipient’s fiscal year end.

The webinar will be held on Thursday, June 1, 2023 from 11:00 am to 1:00 pm Eastern Time (ET). Advance registration is not required to participate in the webinar. You can access the webinar using the link provided below, at least five minutes prior to the beginning of the webinar. Requests for reasonable accommodations under section 504 of the Rehabilitation Act should be directed to Jay Santiago at the CDFI Fund at 202-653-0300.

Viewing this webinar requires the use of WebEx. To download the WebEx Meetings Desktop Application, please see the instructions on the WebEx Downloads webpage.

Date: Thursday, June 1, 2023

Time: 11:00 am to 1:00 pm ET

Access Details:

Call-In: 1-888-989-9856

Webinar Access:

Conference Number: PWXW3099095

Audience Passcode: 8003933

To learn more about the CDFI Program, visit More information about the NACA Program can be found at Further information on the RRP Program is available at


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