SBA Form 1253 - Certified Development Company Annual Report Guide and SBA Form 1253A Job Opportunity Analysis Template

Summary

An SBA Information Notice, Control No. 5000-869194, effective June 18, 2025, addressed to all SBA employees and Certified Development Companies, announcing the renewal of the CDC Annual Report Guide (SBA Form 1253) and the supplemental Job Opportunity Analysis Template (SBA Form 1253A). CDCs with a fiscal year-end on or after its publication must use the updated form, which they file to report operational activities under 13 CFR §§ 120.826 and 120.830. Updates include a redesigned format with hyperlinks, an Economic Development Report simplified to four tables, an updated Report on Compensation and a renamed Job Opportunity Analysis Report. CDCs must submit a complete Annual Report within 180 days of their fiscal year end through CDC Online or by email to the Office of Credit Risk Management. It is signed by Susan Streich, Director, Office of Credit Risk Management.

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Full text

SBA Information Notice

TO: All SBA Employees and Certified CONTROL NO.: 5000-869194
Development Companies

SUBJECT: SBA Form 1253 - Certified EFFECTIVE: June 18, 2025
Development Company Annual Report Guide and
SBA Form 1253A Job Opportunity Analysis
Template

The purpose of this Notice is to announce the renewal of the Certified Development Company
(CDC) Annual Report Guide (SBA Form 1253) and supplemental Job Opportunity Analysis
Template (SBA Form 1253A), effective immediately. CDCs with a fiscal year-end on or after the
publication of this Notice must utilize the updated SBA Form 1253. CDCs with a fiscal year-end
prior to the publication of this Notice may elect to use the previous version of SBA Form 1253
for the current reporting period only. This form remains a critical tool for CDCs to report their
operational activities as required under 13 CFR §§ 120.826 and 120.830. The renewed SBA
Form 1253 ensures continued alignment with SBA’s Loan Program Requirements, as outlined in
SOP 50 10, and provides updated guidance for CDCs to maintain compliance while fostering
economic development through the 504 Loan Program.

Purpose and Updates:
SBA Form 1253 standardizes the annual reporting process for CDCs, enabling the SBA to
monitor operational performance, job creation, and adherence to program standards. The
renewed guide reflects a comprehensive revision of its predecessor, designed to streamline CDC
reporting by enhancing utility, refining data collection, and improving accuracy through
standardized formats.

Key updates include:
i. A fully redesigned format, featuring hyperlinks to resources such as the Electronic Code
of Federal Regulations (e-CFR) and relevant guidance documents, alongside additional
guidance and user-friendly templates and tables for enhanced utility;
ii. A completely revised Economic Development Report simplified to four tables as
applicable;
iii. Minor refinements of the Financial Report to improve clarity and consistency;

PAGE 1 of 2 EXPIRES: 6-1-26
SBA Form 1353.3 (4-93) MS Word Edition; previous editions obsolete
Must be accompanied by SBA Form 58

Federal Recycling Program Printed on Recycled Paper
iv. Adjustments to the Operational Report, incorporating revisions to reporting elements
such as Board, Committee, and Staff reporting, Affiliations, and Legal Certifications;
v. An updated Report on Compensation clarifying “Total Compensation” with an
accompanying table;
vi. A renamed and updated “Job Opportunity Analysis Report” capturing job opportunity
data for loans eligible under 13 CFR 120.862, accompanied by a revised SBA Form
1253A;
vii. Clarifications and modifications to submission procedures and delegated authority
renewal processes; and
viii. Updated Corporate Governance Repository “CDC Online” tags to align with the updated
1253.

Submission Requirements:

CDCs must submit a complete Annual Report within 180 days of their fiscal year end via one of
the following two methods:

CDC Online (Recommended): The Annual Report should be submitted through the
Corporate Governance Repository, which is located on the Capital Access Financial
System under the CDC Online function. The Corporate Governance Repository does not
have email size limitations and documents submitted are accessible by multiple SBA
Offices.

Email: The Annual Report may also be submitted by emailing the Office of Credit Risk
Management at cdcannualreports@sba.gov. CDCs may need to separate the electronic
file into multiple attachments to avoid SBA email size limitations.

Support and Inquiries:
CDCs are encouraged to consult the updated SBA Form 1253 and SOP 50 10 for detailed
instructions. For questions or assistance please email CDCAnnualReports@sba.gov.

The SBA remains committed to supporting CDCs in their mission to drive small business growth
and job creation. Thank you for your continued partnership.

Susan Streich
Director
Office of Credit Risk Management

PAGE 2 of 2 EXPIRES: 6-1-26
SBA Form 1353.3 (4-93) MS Word Edition; previous editions obsolete
Must be accompanied by SBA Form 58

Federal Recyling Program Printed on Recycled Paper

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Our copy: 2025-06_5000-869194.pdf
Original: www.sba.gov