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Online Resource Database

Most resources in the ORD are available to CDFA members only. CDFA members should login with their CDFA Account at the top of the page to access the full set of resources. Non-members are encouraged to join CDFA today to gain access to the entire database.

Search Results: All
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Issuing Bonds - The Rules
John Stoecker from California Municipal Finance Authority and Lauren Mack from Reyes Kurson, Ltd present on the rules of issuing bonds.
Private Activity Bond Case Studies
Brandon Lewis from Public Financial Management presents on private activity bond case studies.
CDFA EDA Revolving Loan Fund Webinar Series: Maximizing Revolving Loan Fund Impact
Revolving Loan Funds (RLFs) are finance tools that can be used to help grow small and mid-sized businesses. A RLF is a funding pool that replenishes itself through repayments of principal and grows through the payment of interest. While the majority...
The Role of Trustee
Greg Jordan from U.S. Bank presents on the role of the trustee in bond transactions.
Why Bonds?
Toby Rittner from CDFA presents on using bonds in public finance.
The Role of the Municipal Advisor
Thomas Shuster from the Blue Rose Capital Advisors presents on the role of the municipal advisor in bond transactions.
Closing the Deal
Dan Massiello from Kosmont Transactions Services presents on the process of closing a bond deal.
Basics of Bond Finance
James Hamill from the California Statewide Communities Development Authority presents on the basics of bond financing.
City of Pensacola - Maritime Park Marina
As part of the Brownfields Technical Assistance Program, this report from CDFA staff and technical advisors provides redevelopment recommendations for the City of Pensacola's Maritime Park Marina in Pensacola, FL.
Structuring the Deal - Part II
Brian Cooper of Umbaugh presents on structuring bond deals.
CDFA // BNY Mellon Development Webcast Series: Transforming the Motor City: Redevelopment in the Rust Belt
The effects of deindustrialization have been felt strongly throughout the rust belt, and Detroit is at the heart of this region. However, new development strategies have offered a way out of urban decline and decay and the Motor City has begun a...
The Partners Involved: The Issuer
David Weiss of Business Oregon discusses the role of the issuer in bond financing.
The Partners Involved: The Bond Counsel
Heather James, Partner at Ice Miller LLP, discusses the role of the bond cousel in bond financing.
The Partners Involved: The Creditor
Richard Raphael of Verify Financial discusses the role of the creditor in bond financing.
The Partners Involved: The Role of the Underwriter
Jeff Freese, Managing Director with KeyBanc Capital Markets Inc. discusses the role of the underwriter in bond financing.
Types of Tax Exempt Bonds
Lynda Templen and Dan Gentges, both Partners at Husch Blackwell LLP, discuss the various types of tax exempt bonds.
Structuring The Deal: Sizing A Bond Issue
Tina Neal, Principal at Perseverance Capital Advisors LLC, discusses the financial feasibilities of potential bond projects.
Bond Financing - Case Studies
Chris Burnham, President of the Development Finance Authority of Summit County discusses some pertinent case studies in bond financing,
Funding Agricultural Best Management Practices with the Clean Water State Revolving Fund
This report, produced by the Environmental Protection Agency (EPA), discusses the Clean Water State Revolving Fund program and provides best practices for funding agriculture projects.
State Revolving Funds: Financing Drought Resilient Water Infrastructure Projects
This report was developed by the Environmental Protection Agency (EPA) to highlight how 13 western states have used the Clean Water State Revolving Fund (“CWSRF”), Drinking Water State Revolving Fund (“DWSRF”), and other complementary state funds to...
A Wet Weather Case Study of Incorporating Community Interests into Effective Infrastructure Decision-Making
This case study describes the ways in which the Camden County Municipal Utility Authority (CCMUA), together with the U.S. EPA Office of Wastewater Management (OWM) and representatives from the community-based Camden SMART Initiative, used an...
CY 2017 NMTC Awardees
This report contains information on the calendar year 2017 New Markets Tax Credit allocatees. $3.5 billion in New Markets Tax Credits have been awarded nationally this year.
A Primer on the New Federal Qualified Opportunity Zone Provisions
This report of the Investing in Opportunity Act, produced by Butler Snow LLP, dives further in the nuances of Opportunity Funds as well as the functionality of the deferments of capital gains.
IRS Revenue Procedure for Opportunity Zones
This revenue procedure provides guidance to the Chief Executive Officers of any State, any possession of the United States, and the District of Columbia regarding the procedure for designating population census tracts as Qualified Opportunity Zones.
CDFI Fund QOZ Information Resource
The CDFI Fund has produced this Opportunity Zones Information Resource, with sortable lists by State of all census tracts eligible for designation as a Qualified Opportunity Zone (QOZ).
South Florida Regional Council EDA RLF Plan
This RLF plan, produced by the South Florida Regional Council, was approved in 2016.
City of Richmond, CA EDA RLF Plan
This RLF plan, produced by the City of Richmond, CA was adopted in 2013.
Kerr-Tar Regional Council of Governments EDA RLF Plan
This RLF plan, produced by the Kerr-Tar Regional Council of Governments, was adopted in 2014.
Georgia Mountains Regional Commission EDA RLF Plan
This RLF plan, produced by the Georgia Mountains Regional Commission, was adopted in 2016.
City of Flagstaff, AZ EDA RLF Plan
This RLF plan, produced by the City of Flagstaff, AZ, was adopted in 2014.
City of Berkeley, CA EDA RLF Plan
This RLF plan was produced by the City of Berkeley, CA.
Public-Private Partnerships in the USMembers only Login
This report, produced by PricewaterhouseCoopers, examines the state of the P3 market at the end of 2016. The report examines the amount of investment needed to improve and repair American infrastructure as well as innovative financing models that...
Policy Focus: Opportunity Zones ProgramMembers only Login
This report, produced by Enterprise Community Partners, provides an early overview of the Investing in Opportunity Act as well as what lies ahead for the program.
Investing in Opportunity Act LegislationMembers only Login
The final Investing in Opportunity Act legislation can be found on page 398 of the Tax Cuts and Jobs Act conference report.
City of Long Beach EDA Revolving Loan Fund Application
This application is for the City of Long Beach EDA Revolving Loan Fund.
A Guide to Public Sector Business Loan Funds
This report, produced by the National Association of Development Organizations (NADO) Research Foundation and the Development District Association of Appalachia, examines the role of public sector loan funds and includes discussions on best...
Establishing a Revolving Loan Fund
This fact sheet, produced by the Ohio State University Extension, discusses how to establish a loan fund to encourage small business development in a community. Included in this fact sheet is a discussion on the role of Revolving Loan Funds and the...
Administering a Revolving Loan Fund
This fact sheet, produced by the Ohio State University Extension, discusses the basics of administering a Revolving Loan Fund. The fact sheet includes advice from application through loan servicing.
A Kresge Foundation Report: Rising to the Challenge, TogetherMembers only Login
This new report entitled, Rising to the Challenge, Together; A Review and Critical Assessment of the State of the US Climate Adaptation Field, was prepared for The Kresge Foundation.
Southeastern Utah Economic Development District EDA Revolving Loan Fund Application
This application is for the Southeastern Utah Economic Development District EDA Revolving Loan Fund.
Southern Alleghenies Planning and Development Commission EDA Revolving Loan Fund Application
This application is for the Southern Alleghenies Planning and Development Commission EDA Revolving Loan Fund.
Southern Mississippi Planning and Development District EDA Revolving Loan Fund Application
This application is for the Southern Mississippi Planning and Development District EDA Revolving Loan Fund.
Three Rivers Mississippi Planning and Development District EDA Revolving Loan Fund Application
This application is for the Three Rivers Mississippi Planning and Development District EDA Revolving Loan Fund.
Tri County Economic Development District EDA Revolving Loan Fund Application
This application is for the Tri County Economic Development District EDA Revolving Loan Fund.
Tri-County Council for Western Maryland EDA Revolving Loan Fund Application
This application is for the Tri-County Council for Western Maryland EDA Revolving Loan Fund.
Upper Minnesota Valley Regional Development Commission EDA Revolving Loan Fund Application
This application is for the Upper Minnesota Valley Regional Development Commission EDA Revolving Loan Fund.
Upper Explorerland Regional Planning Commission EDA Revolving Loan Fund Application
This application is for the Upper Explorerland Regional Planning Commission EDA Revolving Loan Fund.
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CDFA National Sponsors

  • Alaska Industrial Development and Export Authority
  • Baker Tilly Virchow Krause
  • Ballard Spahr LLP
  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Frost Brown Todd, LLC
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • MB Financial Bank, NA
  • McCarter & English, LLP
  • McGuireWoods
  • Miles & Stockbridge P.C.
  • NW Financial Group, LLC
  • SB Friedman Development Advisors
  • Squire Patton Boggs
  • Stern Brothers & Co.
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Wilmington Trust
  • Z. The Bond Buyer
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