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Allocation Tracking System

Notice Published Requesting Comments on the Release of Data Provided by NMTC Program Allocatees

  • Press Release
  • Federal Register Notice
  • Draft Privacy Protocol for CDE TLR and ATS Data
  • Draft FY 2004 CDE TLR and ATS Data Release Sample
  • FY 2004 CDE Transaction Level Report Instructions
  • ATS Instructions Manual
  •  Overview

    Through ATS, an allocatee of the NMTC Program can report to the CDFI Fund timely information regarding the issuance of its Qualified Equity Investments by itself or any of its subsidiary CDEs to which the allocatee transfers its allocation award (i.e., sub-allocatees).

    Furthermore, ATS also allows the CDFI Fund to collect data to monitor an allocatee’s compliance with its Allocation Agreement and provides it with basic investor data, which may be aggregated and analyzed in connection with NMTC Program evaluation efforts.

     Accessing ATS
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