CMF Annual Report

Capital Magnet Fund Application and Annual Report Forms

1559-0036 CMF Performance Report Data Points 2021.xlsx

CMF Annual Report - Private Sector and Nonprofit Recipients

OMB: 1559-0036

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Overview

Guide to Data Points
Final CMF Annual Report Fields
Initially Deleted Fields
Fields Deleted After Comment


Sheet 1: Guide to Data Points

This spreadsheet contains the data points, also known as data fields, for the Capital Magnet Fund (CMF) Performance Report. The CMF Performance Report is an online form in the CDFI Fund's Award Management Information System (AMIS). This spreadsheet contains four tabs: Guide to Data Points, CMF Annual Report Fields, Initially Deleted Fields, and Fields Deleted After Comment. Commenters should review all tabs in this spreadsheet and are encouraged to reference field numbers when providing comments. Note: Proposed new data points appear in BOLD print and are highlighted blue in the CMF Performance Report Fields tab. Data points initially proposed for deletion from the current CMF Performance Report are in the Initially Deleted Fields tab, and the Fields Deleted After Comment tab contains additional fields proposed for deletion from the revised Annual Report based on the comments received during the 60 day PRA notice.
The information below explains how to interpret the information for each field in the CMF Performance Report Fields tab. The fields in this tab represent the proposed data collection from CMF Recipients for purposes of monitoring performance and compliance with Assistance Agreements under the CMF Program. Capitalized terms not defined in this document (other than titles) have meanings set forth in the CMF Interim Rule (12 C.F.R. 1807) or the CMF Assistance Agreement. The CMF Interim Rule and a template for the most recent Assistance Agreement are available on the CDFI Fund’s website: www.cdfifund.gov/cmf.
·         Field Number – Field Number provided for ease of identification.
·         Category – General category of data.
·         Field Name – Name of the Field as it will appear in AMIS. Note, field names often contain abbreviated words due to AMIS limitations.
·         Instruction – Brief instruction for the data to be entered.
·         Record Type - Indication of the record type where the data point appears in AMIS. A Project Record generally contains information entered only one time for each Project. An Annual Project Report Record supplements the Project Record and contains milestone dates and similar data points and data that may change from year to year, such as occupancy data. Data entered on an Annual Project Report record can be "cloned" after the first time the data is entered to reduce the requirement for data re-entry in subsequent years. Annual Project Report Records can be created through a .csv file format upload or individually. A Project Location record is a record type used to record location information for rental projects. Homeownership Program records are a type of record in which the user creates a Homeownership Program to which individual Homeownership properties can then be linked. The Performance Scorecard summarized Recipient performance against performance goals. It only requires Recipient input when noncompliance occurs.
·         Input Type – Type of data input.
·         Options for Input – Options for data input, if applicable.
·         Mandatory/Conditionally Required/Optional? - Data points may be mandatory, conditionally required based on circumstances (e.g. a completion date is required only if the project has met the conditions for Project Completion).
·         Applies to Direct Administrative Expense – “Yes” indicates that this field applies to a Direct Administrative Expense entry.
·         Applies to Economic Development Activities – “Yes” indicates that this field applies to an Economic Development Activities entry.
·         Applies to Rental Projects – “Yes” indicates that this field applies to a Rental Projects entry.
·         Applies to Homeownership – “Yes” indicates that this field applies to a Homeownership entry.

Sheet 2: Final CMF Annual Report Fields

Field # Category Field Name Instruction Record Type Input type Options for Input Mandatory/ Conditionally Required/ Optional? Applies to Direct Admin. Expenses Applies to Econ. Dev. Activities Applies to Rental Projects Applies to Home-ownership
1 Administrative Date Funds Committed Enter the date the Recipient issued a Commitment to the Project. Annual Project Report Record Date field N/A Conditionally required yes yes yes yes
2 Administrative Date of First Disbursement Enter the date the Recipient issued its first disbursement of the CMF Award or Program Income to the Project. Annual Project Report Record Date field N/A Conditionally required no yes yes yes
3 Administrative Date of Full Disbursement Enter the date the Recipient issued its final and full disbursement of the CMF Award or Program Income to the Project. Annual Project Report Record Date field N/A Conditionally required no yes yes yes
4 Administrative Project Completion Date Enter the date the Project was completed and ready for occupancy. Annual Project Report Record Date field N/A Conditionally required no yes yes yes
5 Administrative Initial Occupancy Date Enter the date the Project was Initially Occupied. Annual Project Report Record Date field N/A Conditionally required no yes yes yes
6 Administrative Placed into Service Date Enter the date the Project was Placed into Service. Annual Project Report Record Date field N/A Conditionally required no yes yes yes
7 Administrative Termination Date Enter the date the Project no longer was being considered for CMF financing or no longer met CMF Program affordability requirements, after being occupied. Annual Project Report Record Date field N/A Conditionally required no yes yes yes
8 Administrative Housing Program Commitment Date Enter the date the Recipient issued a Commitment to the Homeownership Program. Homeownership Program Record Date field N/A Conditionally required no no no yes
9 Administrative Eligible Activity Enter the activity type for the CMF investment. Project Record Drop-down menu EDA (Economic Development Activity), Loan Loss Reserve, Loan Guarantee, Risk-sharing Loans Mandatory no yes yes yes
10 Administrative Project Name Enter a user defined Project name for identification purposes. Project Record Text Field N/A Mandatory for indicated project record types. yes yes yes yes
11 Administrative Site Name Enter a user defined Project location name for identification purposes. Project Location Text Field N/A Mandatory no no yes no
12 Administrative Housing Program Associate each home with a Homeownership Housing Program, if applicable. Project Record Picklist Options based on creation of Homeownership Programs. Conditionally required if home is financed under a home-ownership program no no no yes
13 Administrative Housing Project Replaced Enter the name of the home that this home is replacing in the case of a replacement of a home during the Homeownership Affordability Period. Project Record Picklist Options based on prior Homeownership records created. Conditionally required if a home is replaced under a resale or recoupment policy. Needed for tracking the affordability period. no no no yes
14 Administrative Investment or Affordability Period at FY End Enter the development stage as of the last day of the reporting period. Annual Project Report Record Drop-down menu Affordability, Investment Mandatory no yes yes yes
15 Administrative Project Status at Fiscal Year End Enter the status of the Project as of the last day of the reporting period. Annual Project Report Record Drop-down menu Committed, Partially complete, Complete, Incomplete - Terminated, Replaced Unit Mandatory no yes yes yes
16 CMF Award $ Commitment Amount Enter the amount of the CMF Award Committed to the Project. Project Record Numeric N/A Mandatory for indicated project record types. yes yes yes yes
17 CMF Award $ Housing Program Commitment Amount Enter the total amount of the CMF Award Committed to a Homeownership Program. Homeownership Program Record Numeric N/A Mandatory for each housing program. no no no yes
18 CMF Award $ Total CMF Disbursement Amount Through FYE Enter the total amount of the CMF Award disbursed to each Project through the last day of the performance year. Annual Project Report Record Numeric N/A Mandatory yes yes yes yes
19 Financing Characteristics Sale Price Enter the sale price or the value of the home at time of financing or post rehab value, as applicable. Project Record Numeric N/A Mandatory no no no yes
20 Financing Characteristics 95% Median Sale Price Limit Enter the 95% of median home value as defined by the Department of Housing and Urban Development in the HOME Program. The sale price limits and effective dates can be found here: https://www.hudexchange.info/resource/2312/home-maximum-purchase-price-after-rehab-value/ Project Record Numeric N/A Mandatory no no no yes
22 Financing Characteristics Origination Fee For Homeownership, Rental or Economic Development Activity (EDA) Projects enter the Origination Fee on the loan financed and/or supported by the CMF Award. Annual Project Report Record Numeric N/A Conditionally required if Type of Disbursement = debt or multiple no yes yes yes
23 Financing Characteristics Federal Sources Funding Source Enter the names of any other federal grant or loan programs financing the Project. Project Record Text field N/A Conditionally required no yes yes yes
24 Financing Characteristics Federal Sources Funding Amount Enter the total amount of funding sources from other federal grant or loan programs. Project Record Text field N/A Conditionally required no yes yes yes
25 Financing Characteristics Other CDFI Fund Program Funds Used Indicate whether the Project has financing via another CDFI Fund program. Project Record Drop-down menu yes, no Mandatory no yes yes yes
26 Financing Characteristics Use of Federal Low Income Housing Tax Credits Indicate if the Project is also financed with federal Low Income Housing Tax Credits. Project Record Drop-down menu yes, no Mandatory no no yes no
27 Financing Characteristics Primary Financing Type Enter the financing type. Project Record Drop-down menu Acquisition, Predevelopment financing, Site Acquisition, Bridge loans and similar short-term financing, Construction financing, Permanent financing (1st lien), Permanent financing (2nd lien or lower), Refinancing, Loan Guarantees Mandatory no yes yes yes
28 Financing Characteristics Project Type Enter each financing type used in each Project. Project Record Drop-down menu SF (Single Family) - New Development, SF - Rehab, SF - Preservation without Rehab, SF -Preservation with Rehab, Purchase - Mortgage Finance, Purchase - Down Payment, MF (Multi-Family) - New Development, MF - Rehab, MF - Preservation without Rehab, MF -Preservation with Rehab Mandatory for rental and Homeownership Projects no no yes yes
29 Financing Characteristics Project Type - 2016 Only Enter each financing type used in each Project. Project Record Drop-down menu SF - New Development, SF - Rehab, SF - Preservation without Rehab, SF -Preservation with Rehab Mandatory for 2016 awards for homeownership only no no no yes
30 Financing Characteristics Type of Disbursement Enter the primary disbursement type. Annual Project Report Record Drop-down menu grant, debt, equity, multiple Conditionally required if disbursement > $0 no yes yes yes
31 Locational $ CMF Award + PI at Location Enter the total amount of the CMF Award invested in the Project at each location. Project Location Numeric N/A Mandatory no no yes no
32 Locational 2018 Disaster Area Check the box if the Project is located in a 2018 Disaster Area. Project Record Checkbox Check or leave blank. Conditionally required no yes yes yes
33 Locational Project Address Enter street address of the Project (or site for multi-site rental projects). Project Record Text Field N/A Mandatory no yes yes yes
34 Locational Project City Enter city where the Project is located (or site for multi-site rental projects). Project Record Text Field N/A Mandatory no yes yes yes
35 Locational Project State Enter state where the Project is located (or site for multi-site rental projects). Project Record Drop-down menu State Abbreviations Mandatory no yes yes yes
36 Locational Project Zip Code Enter zip code of the Project (or site for multi-site rental projects). Project Record Text Field N/A Mandatory no yes yes yes
37 Locational Related Project Address Enter street address of at least one related affordable housing location served by the EDA Activity. Project Record Text Field N/A Mandatory no yes no no
38 Locational Related Project City Enter city for the related affordable housing location served by the EDA Activity. Project Record Text Field N/A Mandatory no yes no no
39 Locational Related Project State Enter state of at least one related affordable housing location served by the EDA Activity. Project Record Drop-down menu State Abbreviations Mandatory no yes no no
40 Locational Related Project Zip Code Enter zip code of at least one related affordable housing location served by the EDA Activity. Project Record Text Field N/A Mandatory no yes no no
41 Program Income Commit. of PI – equity/loan/recoveries Enter the amount of the CMF Award Committed to the Project from Program Income (PI) that was from return of equity, principal repayment, or recoveries (e.g. principal repayments from a CMF loan are the source of funds made to use the subsequent investment). Project Record Numeric N/A Conditionally required yes yes yes yes
42 Program Income Commitment of PI – Interest Income Enter the amount of the CMF Award Committed to the Project from Program Income that was from return on equity, principal repayment, or any other form of Program Income (e.g., interest payments on a CMF loan are the source of funds made to use a subsequent disbursement). Project Record Numeric N/A Optional yes yes yes yes
43 Program Income Disbursement of PI - Interest Income Enter the total amount of the CMF Award disbursed to the Project from Program Income that was from return on equity, principal repayment, or any other form of Program Income (e.g., interest payments on a CMF loan are the source of funds made to use a subsequent disbursement). Annual Project Report Record Numeric N/A Optional yes yes yes yes
44 Program Income Disbursement of PI -equity/loan/recoveries Enter the total amount of the CMF Award Disbursed to the Project from Program Income that was from return of equity, principal repayment, or recoveries. (e.g. Principal repayments from a CMF loan are the source of funds made to use the subsequent investment.) Annual Project Report Record Numeric N/A Conditionally required if the Recipient disburses Program Income from this source. yes yes yes yes
45 Program Income PI earned - equity & loan principal repayment plus any recoveries Enter the total amount of Program Income through the last day of the reporting year from equity and loan repayments or recoveries. Annual Project Report Record Numeric N/A Conditionally required no yes yes yes
46 Program Income PI earned - Interest Income Enter the total amount of Program Income through the last day of the reporting year from interest and any other form of Program Income, except equity and loan repayments or recoveries. Annual Project Report Record Numeric N/A Optional no yes yes yes
47 Project Costs Projected EPC: Private Investment ($) Enter the total projected Eligible Project Costs that will be financed with private leverage for this Project. Project Record Numeric N/A Conditionally Required for project types other than Homeownership-Purchase. no yes yes yes
48 Project Costs Projected EPC: Public Investment ($) Enter the total projected Eligible Project Costs that will be financed with public leverage for this Project. Project Record Numeric N/A Conditionally Required for project types other than Homeownership-Purchase. no yes yes yes
49 Project Costs EPC: Private Investment ($) Enter the total private leverage invested in the Project through the end of the last performance year. Annual Project Report Record Numeric N/A Mandatory no yes yes yes
50 Project Costs EPC: Public Investment ($) Enter the total amount of the CMF award plus any other public investments in the Project through the end of the last performance year. Annual Project Report Record Numeric N/A Mandatory no yes yes yes
51 Project Costs Non Eligible Project Costs in Year Enter the total actual non-Eligible Project Costs invested in the Project through the end of the last performance year. Annual Project Report Record Numeric N/A Mandatory no yes yes yes
52 Project Costs Very Low-Income Families -Projected EPC Enter the total projected Eligible Project Costs for units restricted to this income category. Project Record Numeric N/A Mandatory no no yes no
53 Project Costs Low-Income Families -Projected EPC Enter the total projected Eligible Project Costs for units restricted to this income category. Project Record Numeric N/A Mandatory no no yes no
54 Project Costs Other Eligible-Income Families -Projected EPC Enter the total projected Eligible Project Costs for units restricted to this income category. Project Record Numeric N/A Mandatory no no yes no
55 Project Costs Non Eligible Families -Projected EPC Enter the total projected non-Eligible Project Costs for unrestricted units or other non-eligible costs. Project Record Numeric N/A Mandatory no no yes no
56 Project Costs Very Low-Income Families (EPC) Enter the total Eligible Project Costs for units restricted to this income category through the end of the last performance year. Annual Project Report Record Numeric N/A Mandatory no no yes no
57 Project Costs Low-Income Families (EPC) Enter the total actual Eligible Project Costs for units restricted to this income category through the end of the last performance year. Annual Project Report Record Numeric N/A Mandatory no no yes no
58 Project Costs Other Eligible Families (EPC) Enter the total actual Eligible Project Costs for units restricted to this income category through the end of the last performance year. Annual Project Report Record Numeric N/A Mandatory no no yes no
59 Project Costs Non Eligible Families (Project costs that are not EPCs) Enter the total non-Eligible Project Costs for unrestricted units or other non-eligible costs. Annual Project Report Record Numeric N/A Mandatory no no yes no
60 Project Costs Projected Enterprise-level Capital Enter the total amount of projected Enterprise-level capital to be invested in the Project. Project Record Numeric N/A Mandatory for awards starting with FY 2019 no yes yes yes
61 Project Costs Enterprise-level Capital Enter the total amount of Enterprise-level capital invested in the Project. Annual Project Report Record Numeric N/A Mandatory for awards starting with FY 2019 no yes yes yes
62 Project Costs EPC: Projected Recipient - Level Leverage $ Enter the projected Recipient-level leverage to be invested in the Project. Annual Project Report Record Numeric N/A Mandatory for FY 2016-2018 only no yes yes yes
63 Project Costs EPC: Recipient - Level Leverage $ Enter the Recipient-level leverage invested in the Project through the end of the last performance year. Annual Project Report Record Numeric N/A Mandatory for FY 2016-2018 only no yes yes yes
64 Property Characteristics Extremely Low-Income Families -Projected Units Enter the total projected rental units to be completed for this income category. Project Record Numeric N/A Mandatory no no yes no
65 Property Characteristics Very Low-Income Families -Projected Enter the total projected rental units to be completed for this income category. Project Record Numeric N/A Mandatory no no yes no
66 Property Characteristics Low-Income Families -Projected Units Enter the total projected rental units to be completed for this income category. Project Record Numeric N/A Mandatory no no yes no
67 Property Characteristics Other Eligible-Income Families -Projected Units Enter the total projected rental units to be completed for this income category. Project Record Numeric N/A Mandatory no no yes no
68 Property Characteristics Non Eligible Families -Projected Units Enter the total projected rental units that are not restricted by income. Project Record Numeric N/A Mandatory no no yes no
69 Property Characteristics Extremely Low-Income Families (Units) Enter the total actual number units completed in the indicated income category by the end of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
70 Property Characteristics Very Low-Income Families (Units) Enter the total actual number of units completed in the indicated income category by the end of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
71 Property Characteristics Low-Income Families (Units) Enter the total actual number units completed in the indicated income category by the end of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
72 Property Characteristics Other Eligible Families (Units) Enter the total actual number units completed in the indicated income category by the end of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
73 Property Characteristics Non Eligible Families (Units) Enter the total actual number units completed in the indicated income category by the end of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
74 Property Characteristics Number of Units Enter the total number of CMF-financed eligible units at each location. Project Location Numeric N/A Mandatory no no yes no
75 Family Characteristics Extremely Low-Income Families (Occupancy) Enter the occupancy by income category as of the last day of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
76 Family Characteristics Very Low-Income Families (Occupancy) Enter the occupancy by income category as of the last day of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
77 Family Characteristics Low-Income Families (Occupancy) Enter the occupancy by income category as of the last day of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
78 Family Characteristics Other Eligible Families (Occupancy) Enter the occupancy by income category as of the last day of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
79 Family Characteristics Non Eligible Families (Occupancy) Enter the occupancy by income category as of the last day of the last performance year. Annual Project Report Record Numeric N/A Conditionally Required no no yes no
80 Property Characteristics Out of Service Units Indicate the number of units out of service for Rehabilitation or repair for the Recipient's most recent Fiscal Year. Annual Project Report Record Numeric N/A Conditionally required no no yes no
81 Family Characteristics Homebuyer Income Category Enter the income category of the homeowner/purchaser. Project Record Drop-down menu Extremely Low- Income, Very Low- Income, Low Income, Eligible Income, Non Eligible Mandatory no no no yes
82 Family Characteristics Homeowner - Race Indicate the race of the homeowner if available from the homeowner. Project Record Drop-down menu American Indian, Alaskan Native, Asian, Black or African American, Native Hawaiian, Other Pacific Islander, White, Other, Not Available Optional no no no yes
83 Family Characteristics Homeowner - Hispanic Indicate if the homeowner is of Hispanic origin. Project Record Drop-down menu Yes, No, Not Available Optional no no no yes
86 Impact - Improved financial strength and stability First-Time Homebuyer Indicate if the homeowner is a first time homeowner. Project Record Drop-down menu yes, no Mandatory no no no yes
96 Impact - EDA EDA type Enter the primary use of the EDA facility. Project Record Drop-down menu Business, Arts/Culture, Childcare, Education, Healthcare, Multi-service/Other Mandatory for EDA Projects no yes no no
97 Impact - EDA Square footage Enter the square footage if EDA is a commercial property (e.g. grocery store, retail). Project Record Numeric N/A Conditionally required for EDA projects that are business facilities no yes no no
98 Impact Impact narrative Provide a brief narrative describing the Project, its impacts and outcomes. This information may be shared publicly and should not contain any personally identifiable information. Project Record Text Field Narrative Optional no yes yes yes
Added Based on 60 Day Notice Comments Impact Impact narrative Provide a brief narrative describing the Project, its impacts and outcomes. This information may be shared publicly and should not contain any personally identifiable information. Homeownership Program Record Text Field Narrative Optional no no no yes
99 Impact Project image Optionally, upload an image of the Project. This information may be shared publicly and should not contain any personally identifiable information. Project Record Image upload N/A Optional no yes yes yes
100 Administrative Housing Program Name Enter the name of each Homeownership program used in association with this CMF Award. Homeownership Program Record Text Field N/A Mandatory for each housing program. no no no yes
101 Administrative Project Record type Select the type of Project type to begin creation of a Project record. Project Record Drop-down menu Drop-down menu - Direct Administrative Expenses, Economic Development Activities, Homeownership Housing, Rental Housing Mandatory yes yes yes yes
102 Administrative No Additional EPCs to Report Check the box to indicate that the Project has achieved Project Completion, is initially occupied, and there will be no additional Eligible Project Costs to report in the following year. This will simplify the annual project report display in the following year. Annual Project Report Record Checkbox N/A Optional no no yes no
Performance Scorecard










103
Why did you fail to meet this PG&M? Provide a narrative response to the question. PG&M means Performance Goal & Measure. Performance Scorecard Text Field N/A Conditionally required yes yes yes yes
104
What actions will you take to meet PG&M? Provide a narrative response to the question. Performance Scorecard Text Field N/A Conditionally required yes yes yes yes
105
Will you meet this PG&M next FYE? Select yes or no. FYE means fiscal year end. Performance Scorecard Drop-down menu yes, no Conditionally required yes yes yes yes
106
Why will you not meet PG&M by FYE? Provide a narrative response to the question. Performance Scorecard Text Field N/A Conditionally required yes yes yes yes

Sheet 3: Initially Deleted Fields

Category Field Name Reason for deletion
Administrative Disbursement Status This information can be derived from entry of dates regarding first and full disbursement.
Administrative Stage of Investment This information can be derived from entry of dates and program income information.
Program Income PI earned - Recoveries Field can be consolidated into Program Income (PI) in the form of equity, principal repayment, and recoveries. It isn't necessary to track the data separately.
Project Costs Projected EPC: Related Private Dollars There is not a strong rationale for continuing collection of "related" Eligible Project Costs (EPCs). Simplified to collection only public and private projected and actual EPCs.
Project Costs EPC: Related Private Dollars There is not a strong rationale for continuing collection of "related" Eligible Project Costs (EPCs). Simplified to collection only public and private projected and actual EPCs.
Project Costs Projected EPC: Related Public Dollars There is not a strong rationale for continuing collection of "related" Eligible Project Costs (EPCs). Simplified to collection only public and private projected and actual EPCs.
Project Costs EPC: Related Public Dollars There is not a strong rationale for continuing collection of "related" Eligible Project Costs (EPCs). Simplified to collection only public and private projected and actual EPCs.
Project Costs Extremely Low Income Families- Projected EPC Tracking Extremely-Low Income (ELI) unit projected expenses is not required for compliance purposes. Data will be combined and included in the Very-Low Income (VLI) data point.
Project Costs Extremely Low Income Families (EPC) Tracking Extremely-Low Income (ELI) unit actual expenses is not required for compliance purposes. Data will be combined and included in the Very-Low Income (VLI) data point.

Sheet 4: Fields Deleted After Comment

Field # Category Field Name Instruction Record Type Input type Options for Input Mandatory/ Conditionally Required/ Optional? Applies to Direct Admin. Expenses Applies to Econ. Dev. Activities Applies to Rental Projects Applies to Home-ownership
21 Financing Characteristics Amortization schedule Indicate the amortization schedule for the loan that financed/or supported with a CMF Award. Speckhals, Paul: Annual Report Project Record Numeric N/A Conditionally required if Type of Disbursement = debt or multiple no yes yes yes
84 Property Characteristics Rental Housing Waiting List? Indicate the number of families on the waiting list for available units at the end of the reporting period, if available. Annual Project Report Record Numeric N/A Mandatory no no yes no
85 Impact - Improved financial strength and stability Average Retention Rate in Years Provide the average tenancy length from the date of first occupancy for current tenants at the start of the Affordability Period, at the end of Year 5 of the Affordability Period, and at the end of the 10th year of the Affordability Period. Annual Project Report Record Numeric N/A Mandatory for Affordability years 1, 5, and 10 no no yes no
87 Impact - Improved health outcomes # units rehab - improved health condition Enter the number of units Rehabilitated to improve health conditions (e.g. improved ventilation; removal of lead paint or lead pipes; radon mitigation, improved accessibility, improved plumbing and heating, removal of asbestos or mold, etc.) Project Record Numeric N/A Mandatory for rental and homeownership no no yes yes
88 Impact - Improved health outcomes # new units - improved health condition Enter the number of new units developed with healthy features. (This may include both physical aspects of the building such as universal design, low emission materials, as well as locations which promote health such as walkability, proximity to healthy food choices, parks and recreation facilities). Project Record Numeric N/A Mandatory for rental and homeownership no no yes yes
89 Impact - Improved health outcomes # of Families with access to health services Enter the number of Families with access to health services (e.g. community health center, dental clinic, service-enriched housing) because of this Project. Project Record Numeric N/A Mandatory for rental no no yes no
90 Impact - Avoid dislocation # of preserved units Indicate if the CMF investment resulted in Preservation of existing affordable units that would otherwise be lost within the 10-year period from the date of initial occupancy but for the CMF investment in the Project. Project Record Checkbox N/A Conditionally required if Preservation no no yes no
91 Impact - Sustainability and disaster recovery # of units in disaster areas Enter the number of affordable units replaced, rehabilitated or rebuilt in areas declared federally-designated disaster areas not later than five years prior to the Project commitment date. Project Record Numeric N/A Mandatory no no yes yes
92 Impact - Sustainability and disaster recovery # of units - disaster prevention Enter the number of new or rehabilitated affordable units with disaster-prevention or disaster-resistant design developed (e.g. increased level of resistance to damage; replacement of affordable housing that was in a flood plain that will be relocated). Project Record Numeric N/A Mandatory no no yes yes
93 Impact - EDA # of clients/students served Enter the number of clients served by the educational, healthcare, or social service provider in the last fiscal year at the facility financed and/or supported by the CMF Award. Annual Project Report Record Numeric N/A Conditionally required if EDA type is healthcare, educational, arts, childcare, or other social service no yes no no
94 Impact - EDA Estimated number of customers served Enter the estimated annual number of customers served in the last fiscal year by the commercial tenants/owners located at the commercial facility financed and/or assisted by the CMF Award. Annual Project Report Record Numeric N/A Conditionally required if EDA type is commercial no yes no no
95 Impact - EDA # Construction Jobs Created Enter the number of construction jobs created. Project Record Numeric N/A Mandatory no yes yes yes
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