​​​​​​Step 2: Application Process

 

The documents related to the application review and underwriting processes for Eligible CDFIs and Qualified Issuers for the CDFI Bond Guarantee Program are below. Please direct any questions to the CDFI Fund’s Help Desk at 202-653-0421, option 5, or bgp@cdfi.treas.gov.

Timeline

DateDescription
November 5, 20182019 NOGA Released
February 19, 20192019 Qualified Issuer Application Deadline
​February 26, 20192019 Guarantee Application Deadline​

FY 2019 Round Applicant Q&A Conference Calls

The CDFI Fund will conduct two one-hour conference calls to answer application questions. No presentations will be given during the calls; only questions from potential applicants will be addressed. The conference calls will be held on:

  • Tuesday, December 11, 2018 from 3:00 to 4:00 p.m. ET

  • Thursday, December 13, 2018 from 10:00 to 11:00 a.m. ET

The dial-in number and passcodes are the same for both calls. The dial-in number is 1-866-556-1099 and the pass code is 2598147. No prior registration is necessary. Requests for reasonable accommodations under section 504 of the Rehabilitation Act should be directed to Jay Santiago at 202-653-0300 no later than 48 hours before the conference calls begin.

Past Application Workshops and Webinars

Application Materials


Beginning with the FY 2019 round, the Guarantee Application and Qualified Issuer Application will be accessed and submitted through AMIS. These applications and supporting AMIS instructions and guidance materials are now available below.

Please note that there have been no significant changes to the application materials, aside from updating deadlines, since the FY 2018 round.


FY 2019 CDFI Bond Guarantee Program Guarantee Application (Reference Copy)
Updated – November 19, 2018

FY 2019 CDFI Bond Guarantee Program Qualified Issuer Application (Reference Copy)
Updated – November 19, 2018

FY 2019 CDFI Bond Guarantee Program AMIS Applications User Guide
Updated – November 19, 2018

FY 2019 CDFI Bond Guarantee Program Notice of Guarantee Availability (NOGA)
Updated – November 5, 2018

Standard Form 424
Updated - November 5, 2018

FY 2019 Application Appendix: Notice Designating a Qualified Issuer
Updated - November 5, 2018

FY 2019 Application Appendix: Certification Regarding Material Changes to the Qualified Issuer Application
Updated - November 5, 2018

FY 2019 Application Appendix: CDFI Bond Guarantee Program Guarantee Application Charts and Templates
Updated - November 5, 2018

FY 2019 Application Appendix: Assurances and Certifications for Qualified Issuer and Guarantee Applications
Updated - November 5, 2018

FY 2019 Application Appendix: Alternative Financial Structure Term Sheet
Updated - November 5, 2018

FY 2019 Application Appendix: Regular Financial Structure Term Sheet
Updated - November 5, 2018