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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: U.S. Dept. of Treasury
Displaying 1 - 50 of 1313 Previous | Next | New Search
Made in America Tax Plan Report
The Made in America Tax Plan Report describes President Biden’s Made in America tax plan, part of the newly announced American Jobs Plan. Importantly, this tax plan would generate new funding to pay for a sustained increase in investments in...
Public Data for NMTC Program for Fiscal Years 2003 - 2019Members only Login
This excel sheet from the CDFI Fund contains transaction-level data collected on New Markets Tax Credit (NMTC) investments across the nation from fiscal years (FY) 2003 - 2019.
National SSBCI 2.0 Call - March 26, 2021
SSBCI was signed into law as part of the American Rescue Plan Act of 2021. CDFA hosted this National SSBCI 2.0 Call serving as an interface between Treasury and stakeholders during the rulemaking process. On March 26, 2021, we discussed insights and...
IRS Publication 4079 - Tax-Exempt Governmental BondsMembers only Login
This publication provides an overview of the federal tax law rules that apply to municipal financing arrangements commonly known as “governmental bonds.” It is intended to help issuers meet federal tax law requirements to ensure that interest...
National SSBCI 2.0 Call - March 11, 2021
SSBCI was signed into law as part of the American Rescue Plan Act of 2021. CDFA hosted this National SSBCI 2.0 Call with interested stakeholders on March 11, 2021, to discuss SSBCI 2.0. We discussed key SSBCI 2.0 questions and timelines. We also...
FY2020 Capital Magnet Fund Award Book
Organizations received $175.35 million from the FY2020 round of the Capital Magnet Fund. Awardees plan to develop nearly 23,000 Affordable Housing Units, including more than 20,300 Rental Units and more than 2,600 Homeownership Units. Combined, 97%...
Legislative Briefing - February 2021
This CDFA Legislative Briefing took place on February 17, 2021. Topics discussed included re-introducing the Modernizing Agricultural and Manufacturing Bonds Act (MAMBA) and the State Small Business Credit Initiative (SSBCI) along with the latest...
State Small Business Credit Initiative - Interactive Tool
This interactive data tool from the Federal Reserve Bank of St. Louis shows total SSBCI investments, percent of investments in LMI and rural areas, investments by MSA, investments by loan programs, CDFIs, and more.
How States Can Direct Economic Development to Places and People in NeedMembers only Login
To address local disparities and help struggling areas thrive, governments at all levels have spent billions of dollars on a range of geographically targeted, or "place-based," economic development programs — mostly in the form of financial...
SSBCI: Implementation and Funding IssuesMembers only Login
This CRS report examines the SSBCI program and its implementation, including Treasury’s response to initial program audits conducted by the U.S. Government Accountability Office and Treasury’s Office of Inspector General. These initial audits...
The Municipal Liquidity Facility: How It WorksMembers only Login
The Municipal Liquidity Facility is a Federal Reserve program created in April as a new financing source for state and local governments. This MLF factsheet was produced by the Pew Charitable Trusts in October 2020.
Update on the Federal Reserve's Lending Facilities - November 23, 2020Members only Login
This report provides an update as of November 23, 2020 on all of the Federal Reserve's outstanding lending facilities. These include the Primary Dealer Credit Facility (PDCF), the Commercial Paper Funding Facility (CPFF), the Municipal Liquidity...
IRS Revenue Procedure 2020-45: 2021 Housing Credit and Housing Bond Volume Caps
IRS Revenue Procedure 2020-45 sets out the 2021 Low-Income Housing Tax Credit and Bond Volume Caps.
COVID-19’s Concentrated Health and Wealth Effects in Black CommunitiesMembers only Login
The COVID-19 pandemic has exposed acute and deep-rooted connections between physical and economic health. Many of the same places hit hardest by the pandemic are reeling concurrently from the health crisis, business closures, and job losses. These...
Big Ideas for Small Business
This report provides a five-step roadmap towards a more inclusive, dynamic, and productive small-business sector. The report breaks down the five steps into ten major policy recommendations with detailed policy proposals. It was authored by the...
Update on the Economic Well-Being of U.S. Households: July 2020 Results
The findings in this report primarily reflect the financial circumstances of families in the United States in late 2019, prior to the onset of COVID-19 and the associated financial disruptions. This survey contains updated information from follow-up...
New Markets Tax Credits: A Flexible Capital Source and a Change Agent
The New Markets Tax Credit program, created to spark investment in disadvantaged communities, has become a valuable source of flexible capital for healthcare providers and health systems to tackle the immediate needs of both their organizations and...
CDFA // BNY Mellon Development Finance Webcast Series: Understanding The Municipal Liquidity FacilityMembers only Login
During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, finance experts discussed the Municipal Liquidity Facility's requirements, market trends since the MLF's launch, and what can be done to make the MLF an attractive...
Coronavirus Relief Fund FAQs Related to Reporting & Recordkeeping - Treasury Office of Inspector GeneralMembers only Login
The Department of the Treasury Office of Inspector General (OIG) is responsible for monitoring and oversight of the receipt, disbursement, and use of Coronavirus Relief Fund (CRF) payments. Treasury OIG was also assigned authority to recover funds...
NMTC Program Award Book CY2019
The CDFI Fund has released its calendar year 2019 awards for the New Markets Tax Credit (NMTC) program. The round of funding awarded over $3.5 billion in NMTC allocation to 76 community development entities.
Paycheck Protection Program Loan DataMembers only Login
The SBA, in consultation with the Treasury Department, released detailed loan-level data regarding the loans made under the Paycheck Protection Program (PPP). This disclosure covers each of the 4.9 million PPP loans that have been made through July...
NMTC Progress Report 2020Members only Login
This is the 2020 edition of NMTC Coalition’s annual report on the loans, investments, and community impact of the New Markets Tax Credit.
CDFA - PFM Capital Markets Webinar Series: Impact of COVID-19 on the Bond MarketsMembers only Login
During the first installment of the CDFA-PFM Capital Markets Webinar Series, we focused on the market impacts of COVID-19 through the start of June and what can be expected going forward.
CARES Act Suggestions for State, Local, Tribal, and Territorial Elected OfficialsMembers only Login
The National League of Cities, National Low Income Housing Coalition, and National Alliance to End Homelessness, and Mayors & CEOs for U.S. Housing Investments prepared this guide for elected officials to help maximize federal resources made...
Report on the Economic Well-Being of U.S. Households in 2019, Featuring Supplemental Data from April 2020Members only Login
The findings in this report primarily reflect the financial circumstances of families in the United States in late 2019, prior to the onset of COVID-19 and the associated financial disruptions. The survey also explored long-run financial...
Municipal Liquidity Facility Term Sheet - May 11, 2020
This is a term sheet for the Federal Reserve Bank's Municipal Liquidity Facility. It was updated on May 11, 2020.
IRS Regulations for Opportunity Zones & Brownfields RedevelopmentMembers only Login
This document provides an overview of information on Internal Revenue Service (IRS) regulations with respect to brownfields investment in Opportunity Zones. Learn more about how Opportunity Zones can help local governments meet goals for sustainable...
COVID-19 Weekly Briefing - Latest Movements in the Capital Markets
During the April 17, 2020 Weekly COVID-19 Development Finance Briefing, panelists discussed the latest movements in the capital markets. Speakers included Mike Decker with the Bond Dealers of America, Eric Kazatsky with Bloomberg Intelligence, Tom...
Report to Congress on the Federal Reserve's Municipal Liquidity Facility
This report to Congress examines the Board of Governors of the Federal Reserve's establishment of the Municipal Liquidity Facility (MLF) to help facilitate access to credit and liquidity so that state, city, and county governments are better able to...
Report to Congress on the Federal Reserve's Main Street New Loan Facility (MSNLF)
This report to Congress examines the Board of Governors of the Federal Reserve's establishment of the Main Street New Loan Facility (MSNLF). The MSNLF is intended to facilitate lending to small and medium-sized businesses by eligible lenders.
Report to Congress on the Federal Reserve's Main Street Expanded Loan Facility (MSELF)
This report to Congress examines the Board of Governors of the Federal Reserve's establishment of the Main Street Expanded Loan Facility (MSELF). The MSELF is intended to facilitate lending to small and medium-sized businesses by eligible lenders.
COVID-19 Rebirth Using Proven Tools
This white paper looks at how 5 successful programs can be used to finance the recovery from COVID-19. The 5 programs are C-PACE and R-PACE, State Historic Tax Credits, State Opportunity Zones Programs, State New Markets Tax Credits, and Solar and...
Legislative Briefing - April 2020
During this Legislative Briefing, we discussed the latest information about the next stimulus act (Phase 4) from Congress and the urgent actions development finance agencies should take. We examined legislative reactions to the CARES Act, what we...
Understanding Whom the LIHTC Serves - Data on Tenants in LIHTC UnitsMembers only Login
As mandated through the Housing and Economic Recovery Act of 2008, state agencies administering the Program are required to submit demographic and economic data on LIHTC tenants to HUD. While not inclusive of all tenants served by the LIHTC, the...
Internal Revenue Bulletin: 2020-10
IRS Notice 2020-10 provides population figures to calculate calendar-year 2020 limits for private activity bonds (PABs) and low-income housing tax credit (LIHTC) for all 50 states, Washington, D.C., and Puerto Rico. The PAB cap is the greater of the...
Hawkins Advisory: Revised IRS Form 8038-CPMembers only Login
Please be advised that on Tuesday, January 21, 2020, the Internal Revenue Service released a revised Form 8038-CP, Return for Credit Payments to Issuers of Qualified Bonds (“IRS Form 8038-CP”).
Historic Tax Credits - Community Development Fact Sheet
This Community Developments Fact Sheet summarizes certain aspects of the Historic Tax Credit (HTC) program for national banks and federal savings associations (collectively, banks) and explains how HTCs may be used to support a bank’s affordable...
The Low Income Housing Tax Credit: How It Works and Who It Serves
The Low-Income Housing Tax Credit (LIHTC) is a complex but crucial tool for the production and preservation of affordable rental housing. In this report, the Urban Institute outlines the basics of the LIHTC program, including how it works, the...
Final Opportunity Zones Regulations
This document contains final regulations governing the extent to which taxpayers may elect the Federal income tax benefits provided by section 1400Z-2 of the Internal Revenue Code (Code) with respect to certain equity interests in a qualified...
Notice of Proposed Rulemaking Community Reinvestment Act
On December 13, 2019, the Federal Deposit Insurance Corporation (FDIC) and the Office of the Comptroller of the Currency (OCC) announced a proposal to modernize the agencies’ regulations under the Community Reinvestment Act (CRA) that have not been...
Regulatory Comments Stress Safe Harbors in Libor TransitionMembers only Login
The establishment of safe harbors is one of the key issues raised by public finance industry groups in their comments to the U.S. Treasury, Internal Revenue Service and the Governmental Accounting Standards Board on their proposed guidance for...
New Markets Tax Credit Summary Report - FY 2003 to FY 2017Members only Login
The CDFI Fund requires all CDEs that have been awarded NMTC allocations to submit an annual report detailing how they invested Qualified Equity Investment (QEI) proceeds in low-income communities. The Summary Report categorizes all CDE investments...
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