​​​​​​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 21, 20192019 Amended NOGA Released
March 12, 2019Las Day the CDFI Fund Will Answer Questions About the Applications
March 19, 20192019 Qualified Issuer Application Deadline
​March 26, 20192019 Guarantee Application Deadline​

Application Workshop

The CDFI Fund held one (1) two-day workshop for potential applicants. The workshop was co-sponsored with the Office of the Comptroller of the Currency and was held in their facilities in Washington, D.C. on February 25 & 26, 2019.

Please click here to learn more.

For interested parties unable to attend the in-person application workshops, the presentation materials are available below.


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

FY 2019 CDFI Bond Guarantee Program Amended Notice of Guarantee Availability (Amended NOGA)
Updated - February 21, 2019

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