CDFI Fund Certification Central

Our Services

    • Evaluate readiness for certification based on updated guidelines.

    • Deliverable: a report card that verifies the requirements the organization meets/does not meet for certification, and actions for remediation.

    • Includes the MyFund Workbook, required application documents, new policy templates, and five hours of consultation.

    • With the assessment and required documents, the client can prepare the application on their own or get help from F|A.

    • Prepares the full application, including data and narrative.

    • Provides end-to-end project management.

    • Creates any required maps in the CIMS system.

    • Reviews TLR for accuracy.

    • Enters the application in AMIS for client submission (accuracy ensured through MyFund).

    • Deliverable: Successful submission of an application that unequivocably demonstrates the organization meets all certification requirements.

  • F|A created the MyFund to streamline and accelerate the complicated preparation of CDFI certification and grant applications, red flag potential problems, ensure quality control before entering into AMIS, and more!

    MyFund is included in the fee for the Certification Readiness Assessment or can be purchased separately.

Why Choose F|A to Prepare Your
CDFI Fund Certification Application?

  • Superior Experience and Results: F|A excels in preparing successful CDFI Certification and program applications, navigating the CDFI Fund’s AMIS, and related compliance and reporting requirements.

  • Customer-Centric Solutions: F|A developed MyFund to help CDFIs create highly competitive grant applications. MyFund simplifies and speeds up the application preparation process, identifies potential issues, ensures quality control before submission to AMIS, and generates financial health and performance data to support your case.

  • Trusted Advisor: F|A was a subcontractor in 2019-20 to review, assess, and rewrite the CDFI Fund’s internal standard operating procedures for its Certification, Compliance, Monitoring, and Evaluation (CCME) division.

And Now a Word From Our Clients!

  • F|A's CDFI Recertification assessment produced a crystal clear picture of our eligibility under the new application and identified the changes we need to make. I feel confident in our ability to recertify with ease thanks to their easy-to-follow and customized roadmap.

    Brian Depew, Executive Director Center for Rural Affairs CFDI

  • The Friedman team’s rigorous CDFI Recertification assessment process gave us confidence that we are on the right track. As a long-term client, we believe their comprehensive approach is well worth the cost and time investment.

    Brett Doney, President & CEO, Great Falls Montana Development Alliance

  • Friedman’s assistance on CDFI Recertification was incredible! Their assessment was extremely thorough, and saved us a tremendous amount of time and resources. More importantly, they gave us peace of mind, and we highly recommend securing their services!

    Lonnie Smith, President. On the Road Lending

Let’s Talk!