CRA Program Template

This package includes all the forms, policies and procedures you need for a professional CRA program. In addition to a CRA Policy template, you get Data Entry forms, Management Reports forms, Internal Audit Checklist and sampling forms, a Data Entry Guide and a Systems and Procedures Narrative.

CRA Program Template

• CRA Policy
• CRA Procedures
• CRA Data Entry Guide
• Community Development
• Internal Audit Review

Forms

• Form 1: Data Entry Worksheet: Community Development Loans
• Form 2: Data Entry Worksheet: Community Development Investments
• Form 3: Data Entry Worksheet: Community Service
• Form 4: Management Report: Community Development Loans
• Form 5: Management Report: Community Development Investments
• Form 6: Management Report: Community Development Service
• Form 7: Self‐Assessment Form: KPB Comparison
• Form 8: Community Reinvestment Act Committee Agenda
• Form 9: CRA Exam Preparation Checklist
• Form 10: Self‐Assessment: CRA Performance Comparison‐Demographic Parameters Forms 11‐01 through 11‐04B: Summary Lending Tests
• Form 12: Data Entry Worksheet: Small Business Loans
• Form 13: Internal Audit Review: CRA MicroData Credit File Comparison

Below are a few excerpts from the books listed above. To view the entire CRA Program Template Package contact us today.