P|Normal|Great Lakes Regional Capital CDE, LLC
P|Normal|Contact: Dana Okonkwo | dokonkwo@greatlakesregional.example.org | 216-555-0142
P|Normal|CONFIDENTIAL — Prepared for CDFI Fund Review Only | Do Not Distribute Without CDE Authorization
P|Heading 1|Executive Summary
P|Normal|Great Lakes Regional Capital CDE, LLC requests $70.0 million in New Markets Tax Credit allocation for CY2025. Our 8-project pipeline spans 4 states, with 85% of QEI committed to deep and severely distressed census tracts.
P|Heading 2|Key Metrics
P|Heading 2|Application Readiness Assessment
P|Heading 1|Section A: Business Strategy
P|Heading 2|Investment Thesis and Strategy
P|Normal|Great Lakes Regional Capital CDE, LLC will deploy $70.0 million in NMTC allocation across 8 projects in 4 states — targeting 85% of QEI in deep and severely distressed census tracts. The pipeline's largest sector concentration is affordable housing.
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Target Markets — Geographic and Demographic
P|Normal|Primary geographic targets: MI, NY, OH, PA.
P|Normal|Great Lakes Regional Capital CDE, LLC's stated mission is: "Deploy New Markets Tax Credit capital into severely distressed census tracts across the eastern Great Lakes, with a standing preference for operating businesses that hire locally."
P|Normal|Per the persistent-poverty flags supplied in this CDE's own pipeline submission, the pipeline places 25% of QEI in tracts declared as persistent-poverty counties. 13% of QEI is in tracts recorded as High Migration Rural. This share is NOT solely the CDE's declaration: the high_migration_rural column of the pipeline submission is overwritten wherever nmtc-mapper returned a determination for the tract, so where the two disagree the figure above is the tool's, not the CDE's. Check it against your own submission before relying on it, and state which governs.
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Pipeline Overview
P|Heading 2|QEI Deployment Strategy and Timeline
P|Normal|Great Lakes Regional Capital CDE, LLC targets a CY2025 award.
P|Normal|[CDE TO COMPLETE: State your deployment timeline and the diligence status of each project — when you expect to close the first tranche, how the rest are sequenced, and how far each project has actually progressed through your underwriting. This tool holds neither: your pipeline submission records project economics and locations, not diligence milestones or target closing dates. Do not assert that a project has cleared underwriting review unless it has.]
P|Normal|QEI deployment strategy: 85% of QEI committed to deep/severe distress tracts. (This tool's own internal scoring band is ≥75%; it is not a CDFI Fund threshold.)
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Competitive Differentiation
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 1|Section B: Community Outcomes
P|Heading 2|Aggregate Community Impact Projections
P|Normal|The 8 projects in Great Lakes Regional Capital CDE, LLC's pipeline will produce the following direct community impacts upon project completion:
P|Normal|• 532 permanent full-time-equivalent jobs created
  • 198 existing jobs retained
  • 142 affordable or mixed-income housing units developed
  • 662,900 sq ft of community facility / commercial space
  • 6.0 jobs per $1MM of QEI deployed
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Distress Level Commitments
P|Heading 2|Community Need Documentation
P|Normal|[CDE TO COMPLETE: Document unmet capital need in the markets this pipeline serves. Supply the underlying evidence and cite each source by name, publisher and vintage — for example credit-access or lending data for your tracts, unemployment and poverty measures, business closures or disinvestment history, and community input gathered by your CDE. nmtc-application-builder does not compute, retrieve or verify community-need statistics of any kind, and supplies no figure for this subsection. No number may be entered here without a citation the CDE controls and can defend to the CDFI Fund.]
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Per-Project Impact Detail
P|Normal|(See Attachment: Impact Projections Table)
P|Heading 2|Long-Term Community Impact Strategy
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 1|Section C: Management Capacity
P|Heading 2|CDE History and Certification
P|Normal|Great Lakes Regional Capital CDE, LLC was certified as a Community Development Entity by the CDFI Fund on 2016-04-11. Since certification, the organization has received 3 NMTC allocation awards totaling $160,000,000, of which 2 are recorded as fully deployed.
P|Normal|Per this CDE's own profile declaration, no prior NMTC reporting issues have been recorded.
P|Normal|[CDE TO COMPLETE: State the CDE's full compliance and performance history over its prior allocations — recapture or reduction events, defaults, cures, and material findings. The profile field above covers reporting issues only and is not by itself a representation about defaults or compliance violations.]
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Governance and Organizational Structure
P|Heading 2|Track Record — Prior NMTC Deployments
P|Normal|(See Attachment: Track Record Table)
P|Heading 2|Underwriting Process and Internal Controls
P|Normal|[CDE TO COMPLETE: Describe your CDE's underwriting process end to end — initial screening and how eligibility is established, impact assessment, financial underwriting and credit criteria, your investment committee's composition and approval threshold, and your compliance-monitoring practice over the seven-year period. This tool holds none of these: your CDE profile records a board headcount, which is not an approval rule, and nothing in it describes a control you actually operate.]
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Key Personnel and Qualifications
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 1|Section D: Capitalization Strategy
P|Heading 2|Deal Economics Summary
P|Heading 2|Investor Strategy and Relationships
P|Normal|[CDE TO COMPLETE: Describe your actual investor relationships and their current status — named institutions where you have them, whether each is a term sheet, a letter of intent, a prior-round investor or a prospect, and who is expected to lead. This tool has no investor data for your CDE and cannot attest to any relationship, to investor motivation, or to how many investors will participate.]
P|Normal|Modelled on $88.5MM of pipeline QEI at an assumed credit price of $0.83/NMTC credit, the structure implies $28.6MM of investor equity. The credit price is a market assumption of this model, not a quoted or committed price.
P|Normal|Pipeline footprint: 4 states.
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Leverage Structure
P|Normal|Each transaction will utilize a standard leveraged NMTC structure:
P|Normal|1. Leverage Lender provides senior debt (approx. $59.9MM total)
  2. Tax Credit Investor contributes equity ($28.6MM)
  3. Combined proceeds flow through the CDE as QLICI loans. 4 of 8 projects are declared below-market-rate in this CDE's own pipeline submission; the terms of the remainder are not recorded here.
  4. QEI less CDE fees: $86.3MM. This is not the QALICB's retained benefit — the $59.9MM leverage loan inside it is repaid or refinanced after the 7-year period.
P|Normal|Assumed CDE fee rate: 2.5% of QEI ($2.2MM) — a market assumption of this model, not a CDFI Fund parameter. Fees cover origination, compliance monitoring, and asset management over the 7-year compliance period.
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 2|Investor Commitments
P|Normal|[CDE TO COMPLETE: This table is a blank form. nmtc-application-builder holds no investor data for your CDE and supplies no figure in it — not a name, a type, a CRA obligation, a commitment amount, a credit price or a status, and not the number of rows. Add one row per investor you can name and defend to the CDFI Fund, and delete any row you cannot.]

(See Attachment: Investor Commitments Table)
P|Heading 2|Leverage Loan Sources
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 1|Section E: Prior Awards — Deployment History
P|Heading 2|Prior Allocation Summary
P|Normal|Great Lakes Regional Capital CDE, LLC has 3 prior NMTC allocation awards totaling $160,000,000, of which 2 are recorded in the CDE profile as fully deployed.
P|Normal|Per this CDE's own profile declaration, no prior NMTC reporting issues have been recorded.
P|Normal|[CDE TO COMPLETE: State the CDE's full compliance and performance history over its prior allocations — recapture or reduction events, defaults, cures, and material findings. The profile field above covers reporting issues only and is not by itself a representation about defaults or compliance violations.]
P|Normal|The deployment history table below lists each prior award's year, amount and deployment status. It does NOT record states served or sectors financed: neither is collected by this tool's CDE profile scaffold, so no value for them exists to print. [CDE TO COMPLETE: Add the states served and sectors financed for each prior award directly to the table below. The CDFI Fund's Section E asks for both and this tool does not hold them.]
P|Heading 2|Award-by-Award Deployment History
P|List Bullet|**Award 1 (FY2019):** $45,000,000 — Fully Deployed. States: [CDE TO COMPLETE — not collected by this tool]. Sectors: [CDE TO COMPLETE — not collected by this tool].
P|List Bullet|**Award 2 (FY2021):** $60,000,000 — Fully Deployed. States: [CDE TO COMPLETE — not collected by this tool]. Sectors: [CDE TO COMPLETE — not collected by this tool].
P|List Bullet|**Award 3 (FY2023):** $55,000,000 — Partially Deployed. States: [CDE TO COMPLETE — not collected by this tool]. Sectors: [CDE TO COMPLETE — not collected by this tool].
P|Heading 2|Compliance and Monitoring
P|Normal|(See Attachment: Track Record Table)
P|Heading 2|Outcomes and Impact Achieved
P|Normal|Outcomes across all 3 prior awards:
P|Normal|[NARRATIVE PLACEHOLDER — Replace this text with your CDE's specific information. CDFI Fund reviewers score on specificity, evidence, and alignment with community need. Length is governed by the limit printed on the published application form for this question, which this tool does not encode — check the form, not this draft.]
P|Heading 1|Appendix A: Pipeline Detail
P|Normal|Full 33-column pipeline detail (deal economics, QLICI structure, timeline) is provided in the accompanying Excel workbook, Pipeline Detail tab. The landscape pages below contain key pipeline fields for reference.
P|Heading 2|Appendix A (continued): Pipeline Detail — Full View
P|Heading 1|Appendix B: Distress Documentation
P|Heading 1|Appendix C: Geographic Targeting
P|Heading 1|Appendix D: Impact Projections
P|Normal|Full impact detail (units, square footage, OZ/HMR flags) is provided in the accompanying Excel workbook, Impact Projections tab.
P|Heading 2|Section D: Investor Commitments
P|Normal|[CDE TO COMPLETE: This table is a blank form. nmtc-application-builder holds no investor data for your CDE and supplies no figure in it — not a name, a type, a CRA obligation, a commitment amount, a credit price or a status, and not the number of rows. Add one row per investor you can name and defend to the CDFI Fund, and delete any row you cannot.]
P|Heading 1|Appendix E: CDE Track Record
P|Heading 1|Appendix F: Methodology
P|Normal|Generated by nmtc-application-builder v<VERSION> on <RUNDATE>.

ELIGIBILITY: CDFI Fund NMTC Eligibility Table using 2016–2020 ACS 5-Year Estimates. Tract eligibility determined by Low Income Community (LIC) criteria per IRC §45D.

DISTRESS LEVELS (quoted from the CDFI Fund NMTC LIC Eligibility workbook, 2016–2020 ACS, columns O and P — the file this tool loads to classify every tract; the criteria are the workbook's own, with spacing normalised for legibility): Severe distress = LIC AND (Poverty>30%; MFI<=60%; Unemployment>=1.5). Deep distress = LIC AND (Poverty>40%; MFI<=40%; Unemployment>=2.5). The semicolons are ORs; both tiers additionally require the tract to be a Low-Income Community. NMTC rounds are announced by a NOAA — Notice of Allocation Availability — and the CY 2026 NOAA is not yet published.

DEAL ECONOMICS: computed using the nmtc-calc library, standard leveraged NMTC structure. Statutory credit rate 39% of QEI over 7 years (IRC §45D(a)(2): 5% of the QEI on each of the first three credit allowance dates and 6% on each of the remaining four). Assumed credit price $0.83/credit and CDE fee 2.5% of QEI are market assumptions of this model, not CDFI Fund parameters. The leverage loan is the residual of QEI less investor equity, so leverage plus equity equals QEI in every surface of this document.

IMPACT SCREENING BANDS: THIS TOOL'S OWN BANDS (5 / 12 / 20 FTE per $1MM QEI). The CDFI Fund publishes no jobs-per-QEI benchmark in any denominator: it reports job counts and dollar counts separately and never divides them, and it publishes no distribution, so no band here is a percentile. These are not a federal figure and must not be cited as one.

READINESS SCORE: An UNSOURCED HOUSE HEURISTIC of this tool (eligibility 25%, distress concentration 25%, geographic diversity 15%, impact metrics 20%, validation 10%, completeness 5%). The weights are this tool's own judgement; they are not calibrated against award data, the CDFI Fund publishes no such weighting, and the score does not predict an award outcome.
T0|R0|NEW MARKETS TAX CREDIT\nALLOCATION APPLICATION
T1|R0|
T2|R0|Application Round:|CY2025
T2|R1|Requested NMTC Allocation:|$70,000,000
T2|R2|Preparation Date:|<RUNDATE>
T2|R3|Readiness Assessment:|Grade B — 84.9/100
T3|R0|Metric|Value
T3|R1|Total Pipeline QEI|$88,500,000
T3|R2|Total Project Cost|$125,450,000
T3|R3|States Represented|4
T3|R4|Deep/Severe Distress Concentration|85%
T3|R5|NMTC Eligibility Rate|100%
T3|R6|Jobs to Be Created|532
T3|R7|Affordable Units to Be Built|142
T3|R8|Jobs per $1MM QEI|6.0
T4|R0|Grade\nB|Overall Score: 84.9/100\n  Eligibility Quality: 100/100\n  Distress Concentration: 100/100\n  Geographic Diversity: 89/100\n  Impact Metrics: 33/100\n  Validation Pass Rate: 100/100\n  Completeness: 100/100
T5|R0|Item|Value
T5|R1|Total Projects in Pipeline|8
T5|R2|Total Pipeline QEI ($)|$88,500,000
T5|R3|States Represented|4
T5|R4|% QEI in Deep/Severe Distress|85%
T5|R5|Dominant Sector|Affordable Housing
T5|R6|Total Jobs to Be Created|532
T5|R7|Sector Diversity Score|93.8/100
T6|R0|Item|Value
T6|R1|QEI in Deep Distress Tracts (a share of QEI, not of QLICIs — see the basis note below)|52.2%
T6|R2|QEI in Severely Distressed Tracts, Deep Distress included (a share of QEI, not of QLICIs — see the basis note below)|85.3%
T6|R3|— of which severely distressed but not also deep|33.1%
T6|R4|QEI in LIC (Standard Eligible) Tracts|14.7%
T6|R5|QEI in NMTC Native Areas (CDE-declared, not verified by this tool)|5.9%
T6|R6|QEI in High Migration Rural (HMR) Tracts|12.7%
T6|R7|BASIS NOTE — the CDFI Fund's two distress commitments are measured on QLICIs, not on QEI|The CY 2024-2025 NMTC Program Review Process (Targeting Areas of Higher Distress, Question 25) states two commitments, and both are measured on QLICIs: at least 85% of QLICIs in specified areas of severe distress and/or areas characterized by multiple indicia of distress, and at least 20% of QLICIs to 'Deep Distress' areas. Every share in this table is a share of QEI. nmtc-application-builder computes neither QLICI-denominated figure — it reads this pipeline's QLICI amounts only to print them in Appendix A and to check that each is no larger than its QEI — so no figure above answers either commitment, and none may be presented to the CDFI Fund as doing so. Two further gaps in the higher-distress commitment: it covers severe distress OR MULTIPLE INDICIA of distress, and this package computes no multi-indicia measure at all, so even the QLICI-denominated severe-distress share would be incomplete against it; and Deep Distress is a strict subset of severe distress, so the second row above already includes the first. The CDE must compute both QLICI-denominated shares from its own QLICI amounts before stating either commitment. (The CY 2026 NOAA is not yet published.)
T7|R0|Item|Value
T7|R1|Board Members|11
T7|R2|Community Representatives|5
T7|R3|Independent Directors|N/A
T7|R4|Board Meeting Frequency|Bi-monthly
T7|R5|CDE Certification Date|2016-04-11
T7|R6|Prior Allocations Received|3
T7|R7|Total Prior Allocation ($)|$160,000,000
T7|R8|Rounds Fully Deployed|2
T8|R0|Item|Value
T8|R1|Allocation Requested ($)|$70,000,000
T8|R2|Total Pipeline QEI ($)|$88,500,000
T8|R3|Total NMTCs Generated ($)|$34,515,000
T8|R4|Estimated Investor Equity ($)|$28,647,450
T8|R5|Assumed Credit Price ($/NMTC)|$0.83 (market assumption, not a CDFI Fund parameter)
T8|R6|Total Leverage Loans ($)|$59,852,550
T8|R7|CDE Fee Income ($)|$2,212,500
T8|R8|Assumed CDE Fee Rate|2.5% of QEI (market assumption, not a CDFI Fund parameter)
T8|R9|QEI Less CDE Fees ($)|$86,287,500 (not the QALICB's retained benefit — the $59.9MM leverage loan inside this figure is repaid or refinanced)
T8|R10|Compliance Period|7 years (IRC §45D)
T9|R0|Project ID|Project Name|State|Distress Level|QEI Request ($)|Total Project Cost ($)
T9|R1|PRJ-D01|Erie Shoreline Health Pavilion|PA|Deep Distress|$13,000,000|$18,400,000
T9|R2|PRJ-D02|Toledo Advanced Components Plant|OH|Severely Distressed|$17,500,000|$24,750,000
T9|R3|PRJ-D03|Buffalo East Side Grocery Anchor|NY|Severely Distressed|$6,600,000|$9,300,000
T9|R4|PRJ-D04|Flint Riverfront Mixed-Income Lofts|MI|Deep Distress|$22,000,000|$31,200,000
T9|R5|PRJ-D05|Youngstown Workforce Training Institute|OH|Low Income Community|$8,900,000|$12,650,000
T9|R6|PRJ-D06|Saginaw Community Wellness Center|MI|Severely Distressed|$5,200,000|$7,450,000
T9|R7|PRJ-D07|Scranton Solar Manufacturing Line|PA|Deep Distress|$11,200,000|$15,900,000
T9|R8|PRJ-D08|Rochester Main Street Small Business ...|NY|Low Income Community|$4,100,000|$5,800,000
T9|R9|TOTALS|8 projects|||$88,500,000|$125,450,000
T10|R0|Project ID|Project Name|City|State|Distress Level|NMTC Eligible (Y/N)|NMTC Native Area (CDE-declared, Y/N)|QEI Request ($)|Total Project Cost ($)|Jobs Created|Jobs Retained|Sector (as supplied)
T10|R1|PRJ-D01|Erie Shoreline Health Pavilion|Erie|PA|Deep Distress|Y|N|$13,000,000|$18,400,000|96|34|Healthcare
T10|R2|PRJ-D02|Toledo Advanced Components Plant|Toledo|OH|Severely Distressed|Y|N|$17,500,000|$24,750,000|143|61|Small Business
T10|R3|PRJ-D03|Buffalo East Side Grocery Anchor|Buffalo|NY|Severely Distressed|Y|N|$6,600,000|$9,300,000|52|18|Other
T10|R4|PRJ-D04|Flint Riverfront Mixed-Income Lofts|Flint|MI|Deep Distress|Y|N|$22,000,000|$31,200,000|27|6|Affordable Housing
T10|R5|PRJ-D05|Youngstown Workforce Training Institute|Youngstown|OH|Low Income Community|Y|N|$8,900,000|$12,650,000|41|15|Education
T10|R6|PRJ-D06|Saginaw Community Wellness Center|Saginaw|MI|Severely Distressed|Y|Y|$5,200,000|$7,450,000|33|11|Community Facility
T10|R7|PRJ-D07|Scranton Solar Manufacturing Line|Scranton|PA|Deep Distress|Y|N|$11,200,000|$15,900,000|78|29|Clean Energy
T10|R8|PRJ-D08|Rochester Main Street Small Business Fund|Rochester|NY|Low Income Community|Y|N|$4,100,000|$5,800,000|62|24|Small Business
T10|R9|TOTALS|TOTAL (8 projects)||||||$88,500,000|$125,450,000|532|198|
T11|R0|Project ID|Project Name|City, State|Census Tract (GEOID)|NMTC Eligible|Distress Level|Severely Distressed Flag|NMTC Native Area (CDE-declared)|High Migration Rural (HMR)|Opportunity Zone|Poverty Rate (%)|Median Family Income|Unemployment Rate (%)|Data Source|ACS Vintage
T11|R1|PRJ-D01|Erie Shoreline Health Pavilion|Erie, PA|42049000300|Yes|Deep Distress|Yes|No|No|Yes|See ACS|See ACS|See ACS|CDFI Fund NMTC Eligibility Table (2016–2020 ACS)|2016–2020 ACS 5-Year Estimates
T11|R2|PRJ-D02|Toledo Advanced Components Plant|Toledo, OH|39095002400|Yes|Severely Distressed|Yes|No|No|No|See ACS|See ACS|See ACS|CDFI Fund NMTC Eligibility Table (2016–2020 ACS)|2016–2020 ACS 5-Year Estimates
T11|R3|PRJ-D03|Buffalo East Side Grocery Anchor|Buffalo, NY|36029006702|Yes|Severely Distressed|Yes|No|No|No|See ACS|See ACS|See ACS|CDFI Fund NMTC Eligibility Table (2016–2020 ACS)|2016–2020 ACS 5-Year Estimates
T11|R4|PRJ-D04|Flint Riverfront Mixed-Income Lofts|Flint, MI|26049000900|Yes|Deep Distress|Yes|No|No|Yes|See ACS|See ACS|See ACS|CDFI Fund NMTC Eligibility Table (2016–2020 ACS)|2016–2020 ACS 5-Year Estimates
T11|R5|PRJ-D05|Youngstown Workforce Training Institute|Youngstown, OH|39099810900|Yes|Low Income Community|No|No|No|No|See ACS|See ACS|See ACS|CDFI Fund NMTC Eligibility Table (2016–2020 ACS)|2016–2020 ACS 5-Year Estimates
T11|R6|PRJ-D06|Saginaw Community Wellness Center|Saginaw, MI|26145000200|Yes|Severely Distressed|Yes|Yes|No|No|See ACS|See ACS|See ACS|CDFI Fund NMTC Eligibility Table (2016–2020 ACS)|2016–2020 ACS 5-Year Estimates
T11|R7|PRJ-D07|Scranton Solar Manufacturing Line|Scranton, PA|42069100900|Yes|Deep Distress|Yes|No|Yes|Yes|See ACS|See ACS|See ACS|CDFI Fund NMTC Eligibility Table (2016–2020 ACS)|2016–2020 ACS 5-Year Estimates
T11|R8|PRJ-D08|Rochester Main Street Small Business Fund|Rochester, NY|36055004400|Yes|Low Income Community|No|No|No|No|See ACS|See ACS|See ACS|CDFI Fund NMTC Eligibility Table (2016–2020 ACS)|2016–2020 ACS 5-Year Estimates
T11|R9|SUMMARY|8 total projects|||8/8||6/8 (75%)|1/8|||||||
T12|R0|State|Project Count|QEI ($)|QEI (% of Total)|Deep/Severe Projects|Native Area Projects (CDE-declared)|HMR Projects|OZ Projects
T12|R1|MI|2|$27,200,000|30.7%|2|1|0|1
T12|R2|NY|2|$10,700,000|12.1%|1|0|0|0
T12|R3|OH|2|$26,400,000|29.8%|1|0|0|0
T12|R4|PA|2|$24,200,000|27.3%|2|0|1|2
T12|R5|TOTAL|8|$88,500,000|100.0%|6|1|1|3
T13|R0|Project Name|State|Sector|Jobs Created|QEI ($)|Cost per Job ($)|Distress Level
T13|R1|Erie Shoreline Health Pavilion|PA|Healthcare|96|$13,000,000|$191,667|Deep Distress
T13|R2|Toledo Advanced Components Plant|OH|Small Business|143|$17,500,000|$173,077|Severely Distressed
T13|R3|Buffalo East Side Grocery Anchor|NY|Other|52|$6,600,000|$178,846|Severely Distressed
T13|R4|Flint Riverfront Mixed-Income Lofts|MI|Affordable Housing|27|$22,000,000|$1,155,556|Deep Distress
T13|R5|Youngstown Workforce Training In...|OH|Education|41|$8,900,000|$308,537|Low Income Community
T13|R6|Saginaw Community Wellness Center|MI|Community Facility|33|$5,200,000|$225,758|Severely Distressed
T13|R7|Scranton Solar Manufacturing Line|PA|Clean Energy|78|$11,200,000|$203,846|Deep Distress
T13|R8|Rochester Main Street Small Busi...|NY|Small Business|62|$4,100,000|$93,548|Low Income Community
T13|R9|TOTALS (8 projects)|||532|$88,500,000|$166,353|
T14|R0|Investor Name|Investor Type|CRA Obligation|Commitment Status
T14|R1|[CDE TO COMPLETE: investor name]|[CDE TO COMPLETE]|[CDE TO COMPLETE]|[CDE TO COMPLETE]
T14|R2|[CDE TO COMPLETE: investor name]|[CDE TO COMPLETE]|[CDE TO COMPLETE]|[CDE TO COMPLETE]
T15|R0|Investor Name|Commitment Amount ($)|NMTCs Allocated ($)|Credit Price ($/credit)|Notes
T15|R1|[CDE TO COMPLETE: investor name]|[CDE TO COMPLETE]|[CDE TO COMPLETE]|[CDE TO COMPLETE]|[CDE TO COMPLETE]
T15|R2|[CDE TO COMPLETE: investor name]|[CDE TO COMPLETE]|[CDE TO COMPLETE]|[CDE TO COMPLETE]|[CDE TO COMPLETE]
T15|R3|TOTALS|[CDE TO COMPLETE]|[CDE TO COMPLETE]||[CDE TO COMPLETE: This table is a blank form. nmtc-application-builder holds no investor data for your CDE and supplies no figure in it — not a name, a type, a CRA obligation, a commitment amount, a credit price or a status, and not the number of rows. Add one row per investor you can name and defend to the CDFI Fund, and delete any row you cannot.]
T16|R0|Award Year|Allocation ($)|Deployment Status|States Deployed|Sectors|Notes
T16|R1|2019|$45,000,000|Fully Deployed|||
T16|R2|2021|$60,000,000|Fully Deployed|||
T16|R3|2023|$55,000,000|Partially Deployed|||
T16|R4|TOTALS|$160,000,000|2 rounds fully deployed|0 states||$160,000,000 total prior allocation
FTR|  |  Great Lakes Regional Capital CDE, LLC — NMTC CY2025 Application  |  CONFIDENTIAL
FTR|  |  Great Lakes Regional Capital CDE, LLC — NMTC CY2025 Application  |  CONFIDENTIAL
FTR|  |  Great Lakes Regional Capital CDE, LLC — NMTC CY2025 Application  |  CONFIDENTIAL
FTR|  |  Great Lakes Regional Capital CDE, LLC — NMTC CY2025 Application  |  CONFIDENTIAL
FTR|  |  Great Lakes Regional Capital CDE, LLC — NMTC CY2025 Application  |  CONFIDENTIAL
