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Run: CRA Community Development Activity Log

Track CRA community development loans, qualified investments, and qualified services in one log with the fields examiners expect. Use it to capture qualifica...

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Submission Notice

Activity summary

Submitter name

Optional unless your process requires attribution for the audit trail.

Submitter department

Optional internal reference for routing and review.

Activity Classification

Activity type (required)

Community development purpose (required)

Qualification basis (required)

Explain why the activity qualifies as CRA community development. Reference the applicable internal policy, CRA guidance, or supporting facts.

Related CRA assessment area or broader statewide/regional area

Use only if relevant to your CRA reporting process.

Loan or Investment Details

Counterparty or investee name

Collect only if needed for internal tracking and permitted by policy.

Transaction date (required)

Commitment or principal amount (required)

Enter the dollar amount associated with the loan or investment.

Currency (required)

Maturity or term

Optional if relevant to the activity type.

Qualified Service Details

Service date (required)

Hours contributed (required)

Service description (required)

Describe the service performed and the community development benefit.

Organization served

Optional if needed for the audit trail.

Geography and Beneficiary Profile

Activity location (required)

City, state, or other relevant geography.

Primary beneficiary group

Is the activity targeted to low- or moderate-income individuals or geographies? (required)

Documentation and Audit Trail

Supporting documents

Examples: term sheet, approval memo, service record, project summary, or other qualification evidence.

Documentation notes

Summarize what the attachment proves and any missing evidence.

Internal reference ID

Optional system or file reference for audit trail linkage.

Get your results

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Email (required)

Your name (optional)

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