CDFI Bond Guarantee Program

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

Date Description
March 18, 2020 2020 NOGA Released
April 6, 2020 CDFI Certification Application Deadline
May 4, 2020 Last Day the CDFI Fund Will Answer Questions About the Applications
May 11, 2020 2020 Qualified Issuer Application Deadline
May 18, 2020 2020 Guarantee Application Deadline_
September 30, 2020 2020 Guarantee Approval Announced

 

Application Workshop


Pursuant to guidance issued by the Office of Personnel Management regarding domestic travel for Federal staff, the CDFI Fund cancelled the CDFI Bond Guarantee Program Application Workshop planned for March 26th and 27th at the Federal Reserve Bank of Chicago.


To ensure applicants have the information they need to consider whether to apply to the CDFI Bond Guarantee Program in this year’s upcoming application round or in future rounds, the CDFI Fund will hold two consecutive, two-hour webinars on March 26th and March 27th from 1:00 to 3:00 p.m. Eastern Time (ET). Participants are asked to review the CDFI Bond Guarantee Program 101 Webinar presentation and are encouraged to come prepared with questions, as the last 30 minutes of each webinar is reserved for Q&A. No registration is needed
 
Viewing these webinars requires the use of WebEx. To download the WebEx Event Manager, see the instructions on the Verizon's WebEx Downloads page
 

  Data and Time Conference Line Access Link
Webinar 1 March 26, 2020
1:00:00-3:00 PM EST_
Call:
1-888-324-0239
Passcode:
4349543
Access Webinar
Conference number:
PWXW1005091
Passcode:
4349543
Webinar 2 March 27, 2020
1:00:00-3:00 PM EST
Call:
1-888-324-0239
Passcode:
4349543
Access Webinar
Conference number:
PWXW1005099
Passcode:
4349543

 

Conference calls


The CDFI Fund also plans to hold two conference calls to answer any questions that may arise after the webinars. There will be one conference call for potential Qualified Issuer applicants and one call for potential Guarantee applicants. 
 

  • Thursday, April 2, 2020 at 1:00 pm ET – Qualified Issuer Applicants

 

  • Friday, April 3, 2020 at 1:00 pm ET – Guarantee Applicants


The dial-in number and passcodes are the same for both calls. The dial-in number is 1-888-324-0239 and the pass code is 4349543. No prior registration is necessary.
 
Requests for reasonable accommodations under section 504 of the Rehabilitation Act for either the webinars or conference calls should be directed to Jay Santiago at 202-653-0300 no later than 48 hours before the conference calls begin.

Application Materials*

The Guarantee Application and Qualified Issuer Application will be submitted through AMIS. These applications and supporting AMIS instructions and guidance materials are available below.

FY 2020 CDFI Bond Guarantee Program Guarantee Application (Reference Copy)
Updated – March 18, 2020

FY 2020 CDFI Bond Guarantee Program Qualified Issuer Application (Reference Copy)
Updated – March 18, 2020

FY 2020 CDFI Bond Guarantee Program AMIS Applications User Guide
Updated – March 18, 2020

FY 2020 CDFI Bond Guarantee Program Notice of Guarantee Availability (NOGA)
Updated – March 18, 2020

Standard Form 424
Updated - March 18, 2020

FY 2020 Application Appendix: Notice Designating a Qualified Issuer
Updated - March 18, 2020

FY 2020 Application Appendix: Certification Regarding Material Changes to the Qualified Issuer Application
Updated - March 18, 2020

FY 2020 Application Appendix: CDFI Bond Guarantee Program Guarantee Application Charts and Templates
Updated - March 18, 2020

FY 2020 Application Appendix: Assurances and Certifications for Qualified Issuer and Guarantee Applications
Updated - March 18, 2020

FY 2020 Application Appendix: Alternative Financial Structure Term Sheet
Updated - March 18, 2020

FY 2020 Application Appendix: Regular Financial Structure Term Sheet
Updated - March 18, 2020

FY 2020 Application Appendix: AFE CDFI-Financing Entity (Owner-Occupied Home Mortgages) Term Sheet
Updated - March 18, 2020

FY 2020 Application Appendix: AFE CDFI-Financing Entity (Owner-Occupied Home Mortgages) Term Sheet
Updated - March 18, 2020

 

Questions?

Questions regarding CDFI Bond Guarantee Program may be directed to the CDFI Fund by e-mail to bgp@cdfi.treas.gov; or by phone to (202) 653-0421. Please note this is not a toll free number.