Form CDFI 0030 CDFI 0030 Project Profiles Web Form

Help Us Tell Your Story!
The CDFI Fund often needs real-life stories of how the organizations it has awarded in
the past are making a difference in the communities they serve. To gather these examples,
the CDFI Fund has created the following form to capture the stories behind the numbers.
These examples may be featured in the CDFI Fund’s newsletters, annual reports, website
or speeches its Director may make. The submitted profiles may be used to determine
where the CDFI Fund will hold its next event, either for its Director or for other Treasury
Department or Federal Officials. Or they may be used as a tool to identify projects when
reporters call and want to write a story.
So, we encourage you to spend some time telling us how your innovative approaches and
best practices are revitalizing the communities you serve.
If you are a member of the general public who is looking for a loan, perhaps to refinance
your home or to start your own business, please click here.
» Click here for more detailed Guidance on the following Project Profile form
Award Program (check all that apply):
o CDFI o NMTC o BEA o NACA o CMF o FEC
Total Project Amount:
$ _______________

Amount Financed by Awardee/Allocatee:
$ _______________

Other Financing Partners:

Financing Type (Check all that apply):
o Term Loan
o Line of Credit
o Equity
o Debt with Equity
o Grants
o Other - Enter Other Financing Type Here: _______________

OMB Approval No. 1559-0031
CDFI Fund 0030
Paperwork Reduction Act Notice:
Respondents are not required to respond to this collection of information unless it displays a currently valid OMB control number. The
estimated average burden associated with this collection of information is 2.5 hours per respondent. Comments concerning the
accuracy of this burden estimate and suggestions for reducing this burden should be directed to the Legislative and External Affairs
Office, Community Development Financial Institutions Fund, 601 13th Street, NW, Suite 200 South, Washington, DC 20005.

Purpose of Financing (check all that apply):
o Consumer
o Business
o Microenterprise
o Home Purchase Mortgage or Home Improvement Loan
o Residential Real Estate
o Predevelopment/Construction
o Rehabilitation/Acquisition
o Multi-Family
o Single-Family
o Rental
o For-Sale
o Commercial Real Estate
o Predevelopment/Construction/Permanent/Acquisition
o Rehabilitation
o Office
o Retail
o Manufacturing
o Community Facility or Economic Development Facility
o Financial Education and Counseling
o Other - Enter Other Purpose Here: _______________
Geographic Area (check all that apply):
o Major Urban
o Minor Urban
o Rural
o Native
Location of the organization/project featured in your success story:
Address 1: _______________
Address 2: _______________
City: _______________
State: _______________
Zip+4: _______________
Census Tract: _______________
Description of Project/Borrower Financed
What was the project? What was the target market of the project? How did the project
meet the needs of lower income and underserved communities?
(Please limit response to 5,000 characters including spaces):

Benefits to Borrower, Investee, Program Participant or Community
How did the project make a difference? Who did it help and how?
(Please limit response to 2,500 characters including spaces):

What Value-Added Effect did the CDFI Fund’s Award have on the
Awardee/Alocatee’s ability to serve its Target Market?
(Please limit response to 2,500 characters including spaces):

Are you reporting on a project for its:
o Innovation (Please answer question 5)
o Impact (Please answer question 6)
o Both (Please answer questions 5 and 6)
Innovation
Describe the innovation. Did you create an innovative development service, or are you
reaching your target market in a new innovative way? How did this innovation change
your organization or the community you serve?
(Please limit response to 5,000 characters including spaces):

Impact
What has been the impact of this project or initiative on lower-income families and/or
communities? What information or data does your organization track and analyze to
determine this impact?
(Please limit response to 5,000 characters including spaces):

Supplemental Comments About the Project
(Please limit response to 2,500 characters including spaces):

Awardee/Allocatee Information:
* ALL HIGHLIGHTED FIELDS IN THIS SECTION ARE REQUIRED!
Awardee/Allocatee Name: _______________
Awardee/Allocatee Address 1: _______________
Awardee/Allocatee Address 2: _______________
Awardee/Allocatee City: _______________
Awardee/Allocatee State: _______________
Awardee/Allocatee Zip+4: _______________
Contact Person Name: _______________
Contact Person Title: _______________
Contact Person Phone: (XXX-XXX-XXXX)
Contact Person Email: _______________
NOTE: Awardees/Allocatees are encouraged to email photo(s) of project to
[email protected]
DISCLAIMER: By submitting this CDFI Project Profile Web Form (Form), the Awardee
or Allocatee certifies that all information submitted is true and accurate to the best of the
Awardee’s or Allocatee’s knowledge. The Awardee or Allocatee acknowledges that
information provided in this Form may be made available to the public through CDFI
Fund publications, website and other formats. The CDFI Fund reserves the right to edit
submissions for length and content.