Program Materials Archive

2011 Application Materials (Round 9)

2011 NMTC Online Application Instructions 2011 NMTC Program - Application 2011 NMTC Program - Application Q&A 2011 NMTC Program - Application Webinar 2011 NMTC Program - Application Webinar Materials 2011 NOAA

2010 Application Materials (Round 8)

2010 NOAA 2010 NMTC Program - Application 2010 NMTC Online Application Instructions 2010 NMTC Program - Application Q&A 2010 NMTC Program- Application Webcast Materials 2010 NMTC Program Application Webcast

2009 Application Materials (Round 7)

2009 NOAA (.pdf) 2009 NOAA Amendment (.pdf) 2009 NMTC Program - Application (.pdf) 2009 NMTC Online Application Instructions (.pdf) 2009 NMTC Program - Application Q&A (.pdf) 2009 NMTC Program - Application Workshop Materials (.ppt) 2009 NMTC Program Application Webcast

2008 Application Materials (Round 6)

2008 NOAA (.pdf) 2008 NMTC Program - Application (.pdf) 2008 Allocation Application Instructions (.pdf) 2008 NMTC Program - Application Q&A (revised 2-5-08)(.pdf) 2008 NMTC Program - Application Workshop Materials (.pdf)

2007 Application Materials (Round 5)

2007 - NOAA 2007 NMTC Program - Application (PDF) 2007 - Online Allocation Application Instructions 2007 NMTC Program - Application Q&A 2007 NMTC Program - Request to Submit a Paper Application Form 2007 NMTC Program - Application Workshop Materials 2007 NMTC Allocation Application System Re-Opened and Deadline Extended

2006 Application Materials (Round 4)

2006 NMTC Program - NOAA 2006 NMTC Program - Application (PDF) 2006 NMTC Program - Frequently Asked Questions 2006 NMTC Program - Electronic Application 2006 NMTC Program - Request for Paper Submission 2006 NMTC Program - Notice of Certain Deadline Extensions

2005 Application Materials (Round 3)

2005 Letter from the Director 2005 NMTC Notice of Allocation Availability 2005 NMTC Allocation Application (read only version) 2005 NMTC Allocation Q&A Document (revised Sept. 2004) 2005 NMTC Electronic Application

2003-2004 Application Materials (Round 2)

2003 NMTC NOAA 2003 NMTC Allocation Application (Read-Only Version) NMTC Allocation Application Q&A (Updated 9/08/03) Letter from the Director (NMTC Allocation) Accessing the Electronic Application for the 2003 NMTC Allocation Application 2004 Letter from the Director 2004 Request for Paper Submission

2002 Application Materials (Round 1)

2002 Letter from the Director (Application Allocation) 2002 NMTC NOAA 2002 NMTC Allocation Application 2002 NMTC Allocation Application Q&A (Updated 8/5/2002) 2002 Instructions for Applicants in Electronic Handbooks NMTC Paper Application Submission Form Federal Register Notice: Change of Certain NMTC Deadlines

2012 Historical QEI Investment Reports

QEI Issuance Report (August 2012) QEI Issuance Report (July 2012) QEI Issuance Report (June 2012) QEI Issuance Report (May 2012) QEI Issuance Report (April 2012) QEI Issuance Report (March 2012) QEI Issuance Report (February 2012) QEI Issuance Report (January 2012)

2011 Historical QEI Investment Reports

QEI Investment Report (January 2011) QEI Issuance Report (December 2011) QEI Issuance Report (November 2011) QEI Issuance Report (October 2011) QEI Issuance Report (September 2011) QEI Issuance Report (August 2011) QEI Issuance Report (July 2011) QEI Issuance Report (June 2011) QEI Investment Report (May 2011) QEI Investment Report (April 2011) QEI Investment Report (March 2011) QEI Investment Report (February 2011) QEI Investment Report (January 2011)

2010 Historical QEI Investment Reports

QEI Investment Report (December 2010) QEI Investment Report (November 2010) QEI Investment Report (October 2010) QEI Investment Report (September 2010) QEI Investment Report (August 2010) QEI Investment Report (July 2010) QEI Investment Report (June 2010) QEI Investment Report (May 2010) QEI Investment Report (April 2010) QEI Investment Report (March 2010) QEI Investment Report (February 2010) QEI Investment Report (January 2010)

2009 Historical QEI Investment Reports

QEI Investment Report (December 2009) QEI Investment Report (November 2009) QEI Investment Report (October 2009) QEI Investment Report (September 2009) QEI Investment Report (August 2009) QEI Investment Report (July 2009) QEI Investment Report (June 2009) QEI Investment Report (May 2009) QEI Investment Report (April 2009) QEI Investment Report (February 2009) QEI Investment Report (January 2009)

2008 Historical QEI Investment Reports

QEI Investment Report (December 2008) QEI Investment Report (November 2008) QEI Investment Report (October 2008) QEI Investment Report (September 2008) QEI Investment Report (August 2008) QEI Investment Report (July 2008) QEI Investment Report (June 2008) QEI Investment Report (May 2008) QEI Investment Report (April 2008) QEI Investment Report (March 2008) QEI Investment Report (February 2008) QEI Investment Report (January 2008)

2007 Historical QEI Investment Reports

QEI Investment Report (December 2007) QEI Investment Report (November 2007) QEI Investment Report (October 2007) QEI Investment Report (September 2007) QEI Investment Report (August 2007) QEI Investment Report (July 2007) QEI Investment Report (June 2007) QEI Investment Report (May 2007) QEI Investment Report (April 2007) QEI Investment Report (March 2007)

Past Low-Income Communities and Targeted Populations

CDFI Fund Mapping System (CIMS)

CDE Certification Application Materials

2002 CDE Certification Application Online registration for CDFIs & SSBICs Letter from the Director CDE Accountability Chart (Updated May 2003)

Past Training and Outreach Materials

New Markets Tax Credit Brochure Workshop Presentation July 2002 August 24, 2004 Workshop - handouts from the workshop August 6, 2003 Workshop - handouts from the workshop August 4, 2005 Informational Workshop - Agenda 2006 NMTC Program - Application Workshop Handout View NMTC Satellite Broadcast Training, 12/19/06

Supplemental Resources; Reports, Research and Data

NMTC Program Projects Financed in 2005 NMTC Program: Activities Financed Through 2006 Maps of NMTC allocatees and QALICBs Financed (As of October 19, 2006) Working Paper: Addressing the Prevalence of Real Estate Investments in the NMTC Program NMTC Program: Promoting Investment in Distressed Communities (NMTC Program Data Through 2007) GAO Report on the NMTC Program (January 2004) GAO Report on the NMTC Program (January 2007) GAO Report on the NMTC Program (January 2009) GAO Report on the NMTC Program (January 2010)

Supplemental Resources; Press Releases

Important Information for 2012 NMTC Program Applicants Affected by Hurricane Isaac Important Update for 2012 New Markets Tax Credit Program Applicants 2012 NMTC Program Round Update CDFI Fund Seeks Public Comment on CDE Certification Application CDFI Fund Opens 2012 Competition Round of New Markets Tax Credit Program CDFI Fund Seeks Public Comment on New Markets Tax Credit Allocation Tracking System CDFI Fund Releases Updated NMTC Program Eligibility Criteria Based Upon the 2006-2010 American Community Survey CDFI Fund Plans to Update Program Eligibility Criteria Based on 2006-2010 American Community Survey Census Bureau Data Demand Up 26 Percent for New Markets Tax Credits Electronic Application for 2011 Round of the New Markets Tax Credit Program Now Available Demand for New Markets Tax Credits Remains Strong Proposed Changes Announced to New Markets Tax Credit Program to Promote Greater Investment in Operating Businesses 2011 Competition for New Markets Tax Credit Round Opens New Markets Tax Credit Named Among Top 25 Programs In The "Innovations In American Government Award" Competition CDFI Fund Press Release Harvard Kennedy School Press Release Treasury Announces $3.5 Billion in Awards For Economic Development and Community Revitalization Treasury Announces $3.6 Billion in New Markets Tax Credit Awards to Revitalize Low-Income and Distressed Communities Treasury Secretary Geithner Announces Proposals To Extend and Enhance The New Markets Tax Credit Treasury Press Release Treasury Fact Sheet Updated New Markets Tax Credit Compliance and Monitoring Frequently Asked Questions available on the CDFI Fund Website CDFI Fund Announces Opening of 2010 New Markets Tax Credit Round; Tax Credits Available for Investments to Help Low-Income Communities CDFI Fund Director Donna Gambrell to Join Congressman Elijah Cummings to Announce $3.5 Billion in National Awards for Economic Development and Community Revitalization 2010 New Markets Tax Credit Electronic Allocation Application Now Available CDFI Fund Seeks Application Reviewers for the NMTC 2010 Allocation Round 2003 NMTC Program Opens - Press Release

Supplemental Resources; Past Allocation Agreements and Information

New Markets Tax Credit Allocation Agreement Template (2010) FY 2009 Allocation Agreement (NMTC Program) FY 2008 Allocation Agreement (NMTC Program) Draft CY 2005 Allocation Agreement 2003 NMTC Allocation Agreement NMTC Allocation Agreement Q&A (Jan 2005) - Please note this is superseded by subsequent CME FAQs

Supplemental Resources; Public Notices and Requests for Comment

CDFI Fund Seeks Public Comment on New Markets Tax Credit Program (November 4, 2011) NMTC General Guidance (May 1, 2001) Federal Register Notice on NMTC Allocation Tracking System (May 30, 2003) Allocation Agreement Sections for Comment (July 16, 2003) Request for Public Comment: NMTC Allocation Application (December 28, 2005) Advanced Notice of Proposed Rulemaking: Targeted Populations (May 24, 2005) Comments Received on NMTC General Guidance (July 2, 2001) 2003 NMTC Program Opens - Press Release Request for Comment: NMTC Allocation Application (August 25, 2010) Request for Comment: NMTC Allocation Application (August 3, 2009)

IRS Materials

2002 IRS Notice of Proposed Rulemaking and Public Hearing 2002 IRS Temporary Regulation Amendment (Notice 2003-9) IRS Notice 2002-64 IRS Notice 2003-56 IRS Notice 2003-64 IRS Notice 2003-68 IRS Notice on Targeted Populations IRS Temporary Regulations Full text of revised IRS Temporary Regulations (March 11, 2004) Federal Register notice outlining key changes in Temporary Regulations (March 11, 2004) IRS Temporary Regulations (December 26, 2001) IRS - Technical Corrections to NMTC Program Income Tax Regulations (January 2005): Preamble Regulatory Text IRS Proposed Regulations for Targeted Populations (2008) IRS Notice 2006-60 on Targeted Populations

Past Awards; 2010 Award Materials

2010 NMTC Program Allocatee Profiles 2010 NMTC Program Allocatee States Served 2010 NMTC Program Award Booklet 2010 NMTC Program Award List 2010 NMTC Program Highlights

Past Awards; 2009 Awards Materials (including $1.5 Billion in ARRA Authority)

2009 NMTC Program - Announcement Press Release 2009 NMTC Program - Award Book, Includes All Materials 2009 NMTC Program - List of Allocations 2009 NMTC Program - Overview of Allocations 2009 NMTC Program - Profiles of Allocatees 2009 NMTC Program - States Served

Past Awards; 2008 ARRA Supplemental Award Materials

2008 NMTC Program - Additional Recovery Act Awards Press Release 2008 NMTC Program - Recovery Act List of Allocations 2008 NMTC Program - Recovery Act Overview of Allocations 2008 NMTC Program - Recovery Act Profiles of Allocatees 2008 NMTC Program - Recovery Act States Served

Past Awards; 2008 Award Materials

2008 NMTC Program - Announcement Press Release 2008 NMTC Program - Overview of Allocations 2008 NMTC Program - List of Allocations 2008 NMTC Program - States Served 2008 NMTC Program - Profiles of Allocatees 2008 NMTC Program - Award Book, Includes All Materials

Past Awards; 2007 Award Materials (Round 5)

2007 NMTC Program - List of Awards 2007 NMTC Program - Fifth Round Highlights 2007 NMTC Program - States Served Document 2007 NMTC Program - Profiles of Allocatees, Alphabetical by Organization 2007 NMTC Program - Profiles of Allocatees, Gulf Opportunity (GO) Zone 2007 NMTC Program - Template Allocation Agreement

Past Awards; 2006 Award Materials (Round 4)

2006 NMTC Program - Press Release 2006 NMTC Program - List of Awards 2006 NMTC Program - Overview of Awards 2006 NMTC Program - Profiles of Awards by Organization Name 2006 NMTC Program - Profiles of Awards by State of Organization 2006 NMTC Program - Listing of States Served by Awards

Past Awards; 2005 Award Materials (Round 3)

Press Release CDFI Director Art Garcia's Remarks 2005 NMTC Program - Allocations Highlights 2005 NMTC Program - Allocation List 2005 NMTC Program - Allocation Profiles (Alphabetical) 2005 NMTC Program - Allocatee Profiles (by State) 2005 NMTC Program - States Served by 2005 Allocatees

Past Awards; 2003-2004 Award Materials (Round 2)

Press Release NMTC Allocations General Information List of 2003-2004 Allocation Recipients 2003-2004 Allocatee Profies (Alphabetical) 2003-2004 Allocatee Profiles (State) States Served by 2003-2004 Recipients

Past Awards; 2002 Award Materials (Round 1)

Press Release NMTC Allocations General Information List of 2002 Allocation Recipients 2002 Allocatee Profiles (Alphabetical) 2002 Allocatee Profiles (State) List of States Served by 2002 Recipients