CDFI Equitable Recovery Program Technical Assistance Workshops

The U.S. Department of the Treasury’s Community Development Financial Institutions Fund (CDFI Fund) will be conducting a series of regional workshops to provide technical assistance to CDFI Equitable Recovery Program (CDFI ERP) Award Recipients. 

The in-person workshops will consist of interactive sessions structured around CDFI ERP requirements and Recipient needs. The goal of the workshops is to ensure that CDFI ERP Recipients are successful in the implementation of their Awards and in compliance with their CDFI ERP Assistance Agreements. 

CDFI ERP Recipients are highly encouraged to attend a workshop. Currently, the CDFI Fund anticipates holding the first of several workshops in: 1) late October 2024 in Los Angeles; 2) January 2025 in Puerto Rico; and 3) April 2025 on the East Coast. Information for additional workshop locations in the South, Central and Midwest regions will follow. Details regarding specific dates and locations will be released as soon as they become available. Information regarding scholarships for staff attendance, which will be available on a limited basis, will also be forthcoming.

CDFI ERP Compliance Materials

CDFI ERP Compliance Materials are available on the CDFI ERP page. Below are links to recently updated materials: 

• Completing the CDFI ERP Uses of Award and Performance Progress Reports - Webinar Recording 
• CDFI ERP Demographic Data Guidance Update
• CDFI ERP Compliance Monitoring Frequently Asked Questions (FAQs)
• AMIS Training Manual: SF-425 Federal Financial Report      
• SF-425 Tutorial   
• How to Complete a Financial Statement Audit Report in AMIS Lightning 
• How to Submit a Material Event Form – Video Tutorial  
• Material Form Instructions 
• Certification of Material Events Form 

Questions 

All questions should be directed to the Office of Compliance Monitoring and Evaluation via an AMIS Service Request.