CDFI 0031 NMTC Recovery Act Allocatee Quarterly Report

NMTC Recovery Act Allocatee

Quarterly Report

I. ORGANIZATIONAL INFORMATION

A. Basic Information:

Name of Allocatee: ______________________________

Control Number of NMTC Recovery Act Allocation (e.g., 00NMAxxxxxx): _____________

1. Person Responsible for Completing the Report: __________________

2. Telephone Number of Person Responsible (including Extension if applicable):__________________

3. E-mail Address of Person Responsible: __________________________________

4. Organization’s web address (if available): ___________________________

B. Human Resources Dedicated to the Allocatee's NMTC Program:

5. Number of new FTEs hired by Allocatee due to Recovery Act Allocation _____________________

6. Number of consultant/contractor FTEs (if any) included in Q. 5. _______

C. Qualified Equity Investments:

7. Has your organization issued any Qualified Equity Investments (QEIs) relating to its NMTC Recovery Act allocation award? ___Yes ___ No. If yes, complete the tables below.

II. FINANCING

8. Loans/Investments Originated Table

III. COMMUNITY DEVELOPMENT IMPACTS

9. Community Development Benefits Table

NMTC Recovery Act Quarterly Report

8. Loans/Investments Closed Table

Project Number

Date Closed

Purpose

Original QLICI Amount ($)

Total Project Cost

Total Project Cost -Public Sources

Total Project Cost –Affiliates & Related

Project Street Address

Project City

Project State

Project Zip Code

Project FIPS Code

Project type

NAICS Code

9. Community Development Benefit Table (measured at closing)

Business Description	QALICB FTE created	QALICB FTE retained	Construction FTE	Sq. Ft of Facility Developed

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