Impact Fund: 
Manual and Household Demographic Form Updates

Revised Procedural Manual
Recent updates to the Impact Fund Procedural Manual clarify and standardize definitions of several terms.
The updated manual is available on the Impact Fund web page and is effective for all Impact Fund loans originated on or after December 15, 2015.
Updated Household Demographic/Project Information Form
To help standardize and simplify data collection and entry, we released a new version of the Household Demographic/Project Information form. This new version is effective immediately and old versions should no longer be used. 
1. Save the form to your computer before you open it. 
  • Access the Household Demographic/Project Information form in the “Forms and Income Limits” section of the Impact Fund web page under "Reporting".
  • Follow the directions to save the file to your computer as an Excel Macro-Enabled Template (.xltm).
  • You will not be able to save or print the form once you open it until certain required fields (Administrator's Name, Agreement ID number, Borrower Name, Household Income, Number of Residents, Property Address, Closing Date, and all sources of Value Gap and Affordability Gap) have been completed.
2. Complete the form.
  • Each time you complete a project through an Impact Fund award, complete a Household Demographic/Project Information form.
  • If you've previously submitted a form and need to update information, submit a revised form including notes about the revision.
3. Submit the form securely.
  • Submit as an Excel document using the Single Family Secure File Exchange or other secure email. Review these instructions for more information about the Secure File Exchange. This is the best way to send private data to us.
  • You can no longer fax or mail the Household Demographic/Project Information form.
Questions? Contact Nick Boettcher at or 651.296.9567.
New Links in Document Submittal Method Guide
Our Impact Fund Document Submittal Method Guide now includes links to the Single Family Secure File Exchange. Please review this guide for up-to-date acceptable document submittal methods.
eNews Archive
Wondering if you’ve missed an eNews, or looking for information sent months or years ago? Check out our eNews Archive. You can find the archive in the “Quick Links” on the left side of any Lenders and Homeownership Partners page of our website.
Contact the Impact Fund team:
400 Sibley Street, Suite 300 | Saint Paul, MN 55101 US
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