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Edit an Entity - AMIS Tab

The AMIS tab on the Edit Entity screen is displayed only for entities that have a primary role of QALICB or Sub-CDE.

AIM-Entity-CIIS.png

Fields that are required for AMIS reporting display the red icon AIM-CIIS-Required-icon.png. Fields that are conditionally required display the yellow icon AIM-CIIS-Conditional-icon.png.

Tip

For more information about the Awards Management Information System (AMIS), see https://amis.cdfifund.gov/AMISHome.

Table 1. AMIS Tab

Field

Description

AMIS Attributes

Investee Type

AMIS required field. If the entity is a Sub-CDE, then select CDE. If the entity is a QALICB, then select BUS.

Client ID

AMIS required field. The field can contain up to 20 characters. This should be a unique identifier and should not contain names, social security numbers, or any other person-identifyng information.

QLICI Type

AMIS required field.Determines whether the QLICI is an investment in another CDE or QALICB.

Entity Structure (Profit Status)

Conditionally required if the Date Originated is after 12/31/2010. Displays the value from Profit Status on the Main tab.

CDE Certification Number

Conditionally required if the QLICI Type is CDE.

Tax ID Number

Conditionally required when the QLICI Type is CDE. Displays the value from the Main tab (masked to show only the last four digits or characters).

NAICS

Conditionally required when the QLICI Type is QALICB. This is a six-digit North American Industry Classification code of the QALICB.

NMTC Program Criteria

QALICB

Conditionally required when the QLICI Type is QALICB.

Related Entity

AMIS required field. Reports whether the investee is a related entity.