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CDFI Fund Updates CDFI TLR Data Point Guidance

The Community Development Financial Institutions (CDFI) Fund has updated its CDFI transactional level report (TLR) data point guidance, revising select provisions from the September 2020 guidance. The specific revisions relate to CDFI loan participations, which no longer preclude loan participations made on different dates. The CDFI Fund updated the guidance, based on the possibility that the “same date” instruction could lead to confusion. The TLR instructions now say “for loan participations, report only your portion of the loan participation.” The change is applicable to TLRs due June 30, 2021, or later.

Access the CDFI TLR Data Point Guidance here>>>