Does it matter what naming convention is used for creating a Target Market in CIMS and AMIS?

Yes. The Target Market Calculator’s logic depends on consistent naming between AMIS and CIMS.

In AMIS: The relevant data field is the “Market Name” data field on the “CDFI Certification Market” object. There are two aspects that build the CDFI Certification Market naming convention— Target Market type and number. Both aspects of the record name should be separated by a _ . This is the written structure of the naming convention: Target Market type_ # .

Let’s cover each of the naming convention aspects separately.

1. Target Market type: The relevant Target Market type that represents a component of the CDFI Applicant’s proposed CDFI Certification Target Market (e.g., LITP, pre-qualified IA, customized IA, Other OTP - Native American, etc.). This can be represented by an abbreviation.
2. Number: The number represents the sequence in which a market component is submitted:
   • “1” for the initial submission,
   • “2” for a resubmission due to a market amendment,
   • “3” for a subsequent submission, and so on.

Examples: LITP_1, CIA_2

• Use the following abbreviations when indicating the Target Market type:
• Investment Area – Prequalified → IAPreq
• Investment Area – Customized → CIA
• Investment Area – Non-Metro Customized → NM-CIA
• Investment Area – Non-Metro Counties/Parishes → NMCP-CIA
• Low-Income Targeted Population → LITP
• Other Targeted Population – African American → OTP-AA
• Other Targeted Population – Hispanic → OTP-H
• Other Targeted Population – Native American → OTP-NA
• Other Targeted Population – Native Alaskan → OTP-NAK
• Other Targeted Population – Native Hawaiian → OTP-NHI
• Other Targeted Population – Other Pacific Islander → OTP-OPI
• Other Targeted Population – Filipino → OTP-F
• Other Targeted Population – Vietnamese → OTP-V
• Other Targeted Population – Persons with Disabilities → OTP-PWD
• Other Targeted Population – Certified CDFIs → OTP-CDFI

Special Cases for CDFI Certification Market Record Naming

1. Multiple Customized Investment Areas – If an Applicant proposed more than one Customized Investment Area or Non-Metro Customized Investment Area, each distinct geography must have a separate AMIS record. Add a lowercase letter after the “Number” element of the AMIS record name to distinguish geographies (Example: CIA_1a, CIA_1b).
2. Collective Review Markets – If an organization is participating as an Affiliate in a collective review, include “(CR)” before the Target Market type (Example: (CR) LITP_1).”

In CIMS: The “Map Name” for each map must match the corresponding “Market Name” in AMIS—exactly. The relevant data field is the “Map Name” data field for each map created. For the Target Market Calculator to work correctly when analyzing Target Market activity in any type of customized Investment Area, the name of each customized Investment Area map created in CIMS must match the name of the “Market Name” data field entered in the CDFI Certification Market record in AMIS. If the names do not match exactly and an Applicant has more than one type of customized Investment Area or multiples of the same type, then the Target Market Calculator may not correctly calculate Target Market activity—which affects whether a CDFI Certification Application can be submitted.

Example: If Organization ABC creates a market record named “NM-CIA_1” in AMIS for its non-metro customized Investment Area, the same name—“NM-CIA_1”—must be used as the map name in CIMS.