Technical Assistance


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: Access to Capital
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SSBCI FAQs as of 09-21-2022
On September 21, 2022, the U.S. Department of the Treasury issued this updated FAQ documents for the State Small Business Credit Initiative (SSBCI).
Business Oregon to Offer Free SSBCI WebinarsMembers only Login
Business Oregon is offering several free webinars about the State Small Business Credit Initiative (SSBCI) program in September. See Business Oregon's website for descriptions of the webinar content, registration information, and additional details...
Maryland Governor Hogan Announces State's SSBCI Programs Now OpenMembers only Login
Maryland Governor Larry Hogan announced Maryland programs funded by the State Small Business Credit Initiative are open. Up to $198M in federal small business relief is being administered by the Maryland Department of Housing and Community...
Treasury Approves Four Additional State Plans Through the SSBCIMembers only Login
The U.S. Department of Treasury announced approval of state plans for Colorado, Oregon, New York, and Montana under the State Small Business Credit Initiative for up to $750M in funds to expand access to capital for small businesses. 
Business Oregon's Statement on SSBCI State Plan ApprovalMembers only Login
“We’re grateful for the opportunity to invest in a diverse set of entrepreneurs and businesses in our most promising industries throughout the state. We know that an innovative economy provides higher wages and more business resilience in times of...
Cannabis Administration And Opportunity ActMembers only Login
The comprehensive legislation would end federal cannabis prohibition by removing cannabis from the Controlled Substances Act; empower states to create their own cannabis laws; ensure federal regulation protects public health and safety; and...
Advancing Equity through Workforce Partnerships Members only Login
This FOA supports the administration goals laid out above by supporting the development of workforce programs and partnerships that will facilitate the continued deployment of solar energy technologies, while supporting an inclusive workforce with...
Low-Income Community Solar Subscription Platform RFIMembers only Login
This request for information (RFI) is intended to inform the U.S. Department of Energy (DOE) Solar Energy Technologies Office (SETO), in partnership with the U.S. Department of Health and Human Services (HHS), on the development of a new platform to...
Treasury SSBCI FAQs Updated 07-25-2022
This document outlines the U.S. Department of the Treasury's State Small Business Credit Initiative (SSBCI) Frequently Asked Questions which were updated on July 25, 2022.
Investing in Regenerative Agriculture Infrastructure Across Value ChainsMembers only Login
Regenerative farms rely on small-to-mid scale, aligned infrastructure to process, transport, and market their products. These middle infrastructure businesses help to improve farm income and bolster regional food economies while providing...
Assessing the Small-Business Landscape in Metropolitan Kansas CityMembers only Login
The Kansas City region (Metro KC) has a rich set of support resources for its entrepreneurial community. However, the region still has ample room to develop in terms of connecting entrepreneurs to the capital and support they need to launch and grow...
Treasury Approves Nine Additional State Plans Through the SSBCI
The U.S. Department of Treasury announced an additional group of nine state plans approved under the State Small Business Credit Initiative (SSBCI). Treasury has approved more than $1.5 billion in funding to promote small business growth through...
Denver Economic Development & Opportunity: Cannabis Social Equity Technical Assistance Program
This program is specifically designed to boost ownership among individuals disproportionately impacted by marijuana prohibition and enforcement. Funded by $500,000 of the city's cannabis sales tax revenues, the program seeks to train and elevate...
Making Local Economies Prosperous and Resilient: The Case for a Modern Economic Development AdministrationMembers only Login
The urgency and importance of congressional attention cannot be overstated. America’s global economic standing is under threat as digital disruption, the race for talent, and widening inequality both within and across regions challenge the nation’s...
Treasury SSBCI FAQs Updated 06-22-2022
This document outlines the U.S. Department of the Treasury's State Small Business Credit Initiative (SSBCI) Frequently Asked Questions which were updated on June 22, 2022. Some of the questions answered in this document include the upcoming SSBCI...
Food Innovation: Investing to Feed Our FutureMembers only Login
The Franklin Templeton Institute, a global investment management organization, released its latest insights paper, “Food innovation: Investing to feed our future,” focusing on the innovation and investments needed to feed a growing global population...
We Need Flexibility to Address Joblessness at Both the Neighborhood and Metro LevelsMembers only Login
Subsidizing business investment in distressed neighborhoods, by itself, is a subsidy for gentrification, not a way to get residents into good jobs. What neighborhood residents need is help in accessing jobs throughout the local economy, inside and...
Stronger Together - Federal Funding and Planning Strategies for Rural AmericaMembers only Login
U.S. Department of Agriculture (USDA) Rural Development and U.S. Economic Development Administration (EDA) launched a joint resource guide to help community organizations access USDA and EDA resources to build strategies to boost economic...
U.S. Department of Treasury SSBCI State Program Contact List
This table presents the SSBCI programs that States, the District of Columbia, and territories have proposed to Treasury. Treasury is currently reviewing applications and all data presented is subject to change.
SSBCI Briefing on the Technical Assistance Grant Program Guidelines Q&A
The questions in this document were asked by participants during CDFA’s May 26, 2022 SSBCI Briefing on the Technical Assistance Grant Program Guidelines.
Defining Distress: Lessons from the Federally Chartered Regional CommissionsMembers only Login
Widening geographic inequality in the United States has shifted federal policymakers' attention to investing in "places" as well as "people." Given the large proportion of rural places in the Appalachian Regional Commission, Delta Regional...
Mobilizing Money & Movements: Creative Finance for Food Systems TransformationMembers only Login
The Global Alliance for the Future of Food and Transformational Investing in Food Systems Initiative (TIFS) released a comprehensive new report that gives investors a roadmap of creative finance strategies that support entrepreneurs, farmers,...
Building Excellent Schools Today (BEST) Program
The BEST competitive grant program provides money for construction of new schools as well as general construction and renovation of existing school facilities. Marijuana tax revenue is one of four funding sources for the Capital Construction...
CDFA's Analysis of SSBCI Guidelines for the Technical Assistance Grant Program
CDFA's analysis of the TA Grant Program Guidelines highlights key provisions and is not comprehensive of all program requirements. View Treasury’s dedicated SSBCI webpage and CDFA’s SSBCI Resource Center for additional program information, updates,...
SSBCI Program Application Deadline for TA Grant Program Extended for States, the District of Columbia, and Territories
The U.S. Department of the Treasury is extending the deadline for States, the District of Columbia, and territories to submit their SSBCI Technical Assistance (TA) Grant Program applications to September 1, 2022, at 11:59 p.m. EST. Treasury...
Treasury Announces First SSBCI Awards to Support Underserved Entrepreneurs
The U.S. Department of the Treasury announced the first group of plans approved under the new round of the State Small Business Credit Initiative (SSBCI). The American Rescue Plan reauthorized and expanded SSBCI, which was originally established in...
Cannabis Based Municipal Bonds: Maximizing Value in the Nation’s Fastest Growing IndustryMembers only Login
This white paper examines: CMB Basics, CMBs in a theoretical historical context, a theoretical example of CMBs in Colorado, a second example of how CMBs could work in Minnesota, CMB legal considerations, CMBs and COVID-19, best markets for CMBs, and...
Social Equity Cannabis Loan Program
DCEO established the Social Equity Cannabis Loan Program for the purposes of providing financial assistance to social equity licensees to assist with the expenses of starting and operating a cannabis business establishment.
SEED Grant FundMembers only Login
Launched in 2016, SEED Initiatives is supported by an ongoing $1 million in cannabis tax revenue allocation and is a vehicle for single-source monitoring, measuring, and reporting on the city’s cannabis tax revenue. The SEED Grant Fund supports...
California Community Reinvestment Grants ProgramMembers only Login
The mission of the CalCRG program is to advance health, wellness, and economic justice for populations and communities harmed by the WoD. Local Health Departments and Community-based Nonprofit Organizations may apply for grants from the CalCRG...
Treasury SSBCI Capital Program Reporting Guidance
This Capital Program Reporting Guidance details the reporting and document retention requirements for jurisdictions that receive SSBCI funding. Treasury will create an online portal that participating jurisdictions must use to submit reporting data....
How Digital Has Forever Changed the Career Landscape in Banking and SBA Lending
This white paper from SPARK discusses how digital has changed the career landscape in banking and SBA lending.
Ohio's Food Industry: The Future of Food Processing, Manufacturing, and DistributionMembers only Login
Co-sponsored by the Center for Innovative Food Technology and JobsOhio, “Ohio’s Food Industry,” a series of four new white papers highlight that Ohio has been a leader in research and innovation in the food industry, which is a primary economic...
Ohio's Food Industry: The State of the IndustryMembers only Login
A critical review of the current and future realities of Ohio's food industry.
Ohio's Food Industry: Why the Food Industry MattersMembers only Login
A report on the high value of Ohio's food and agribusiness industry as a key economic driver.
Ohio's Food Industry: Disruptive Technologies Facing the Food Industry SectorMembers only Login
An informative report on the technologies transforming Ohio's food and agribusiness industry.
The Opportunity Zones Transparency, Extension, and Improvement ActMembers only Login
U.S. Senators Cory Booker (D-NJ) and Tim Scott (R-SC) and U.S. Representatives Ron Kind (D-WI) and Mike Kelly (R-PA) introduced a bipartisan, bicameral bill reforming Opportunity Zones, the tax incentive for individuals who reinvest unrealized...
The Opportunity Zones Transparency, Extension, and Improvement Act One PagerMembers only Login
Senators Booker and Scott and Representatives Kind and Kelly, along with Senators Warner, Young, and Van Hollen, and Representatives Sewell, Walorski, and Kildee, propose a series of improvements to the Opportunity Zones policy to further their...
The Opportunity Zones Transparency, Extension, and Improvement Act Section-by-Section SummaryMembers only Login
This resource offers a section-by-section summary of the bipartisan, bicameral bill to reform opportunity zones introduced by Senators Booker, Scott, and Kelly. This legislation would reinstating and expanding the reporting requirements, ending...
Sign-on! Letter to the U.S. Department of the Treasury Issued by CDFA and the SSBCI Coalition
The Council of Development Finance Agencies (CDFA) and the national State Small Business Credit Initiative (SSBCI) Coalition call on the U.S. Department of the Treasury to fully implement the SSBCI program, and immediately deploy capital to Eligible...
Community Development Finance Letter for Pillar II
More than two dozen advocates for low-income housing and community investment are sounding the alarm over the global tax deal agreed to by the U.S. and dozens of other countries. The advocates specifically are worried about proposed rules for a...
Growing Opportunity: A Guide to USDA Sustainable Farming ProgramsMembers only Login
The U.S. Department of Agriculture (USDA) is partnering with farmer-serving organizations, such as the National Sustainable Agriculture Coalition, and its members to better reach and serve an increasingly diverse farmer and rancher constituency for...
SSBCI for Tribal Governments
CDFA and guest speakers from The Choctaw Nation and gener8tor held this webinar on March 11, 2022 for a discussion on how Tribal Governments can utilize the State Small Business Credit Initiative (SSBCI) program. During this webinar, CDFA provided...
Treasury SSBCI SEDI Incentive Funding TableMembers only Login
This table provides helpful information regarding the incentive funding related to business enterprises owned and controlled by socially and economically disadvantaged individuals (SEDI). The columns contain the initial eligible amounts of the SEDI...
State Small Business Credit Initiative; Demographics-Related Reporting Requirements: Interim Final Rule (IFR)Members only Login
The Secretary of the Treasury is issuing this interim final rule to institute the reporting requirements related to demographics of those who own or control small businesses that receive a loan, investment, other credit or equity support, or...
Treasury Launches Historic Equity Measurements for American Rescue Plan Small Business Investments ProgramMembers only Login
The U.S. Department of the Treasury launched a historic demographic information collection effort to measure equity outcomes for small businesses supported by the SSBCI program. The information collected by Treasury will support the program’s...
Equitable Pathways to Small Business Recovery: An All-Hands Approach
LISC partnered with Next City to develop a playbook for equitable small business recovery that is tailored to government audiences in different kinds of economic and regional contexts both urban and rural. Drawing on original research and diverse...
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