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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: Development Finance Toolbox
Displaying 1 - 50 of 148 Previous | Next | New Search
Finance for Resilience: An Overview of Risk Mitigation in Agricultural Systems for Farms, Lenders, and GovernmentsMembers only Login
This report, developed by the Croatan Institute in collaboration with the Meridian Institute, explores major on-farm, off-farm, and systemic risks that the agricultural industry faces and how finance can increase the resilience of those systems...
Announcing Active Lending Through the CDFA Equitable Capital Loan Guarantee Program
The Council of Development Finance Agencies (CDFA) is excited to announce that the Tucson Industrial Development Authority and the Development Finance Agency of Summit County, have begun active lending within the CDFA Equitable Capital Loan...
SSBCI Technical Assistance Grant Program Reporting GuidelinesMembers only Login
The U.S. Department of the Treasury released the State Small Business Credit Initiative (SSBCI) Technical Assistance (TA) Grant Program Reporting Guidelines. This guidance details the reporting and document-retention requirements for jurisdictions...
State Small Business Credit Initiative Fact SheetMembers only Login
The U.S. Department of the Treasury updated the Fact Sheet for the State Small Business Credit Initiative (SSBCI). The updated sheet includes information about program design, implementation status, and capital program spotlights.
CDFA Food Systems Finance Best Practices Guidebook
Linking development finance and food systems can be a daunting undertaking for any community. Research on the current ecosystem of food systems finance has positioned CDFA to identify key strategies for the path ahead in this work. The Food Systems...
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. 
CDFA-Bricker PACE Webinar Series: How PACE Gets Utilized Across All Market Segments
Each market segment has its own view of why PACE is valuable and this workshop provided insights and details into each.
Community Serving Infrastructure: A Playbook for a New Infrastructure PartnershipMembers only Login
The New Partnership on Infrastructure seeks to advance national policies driven by local innovation, with cities serving as testbeds for experimentation and transferable solutions. This document champions that idea. It is a summation of local...
CDFA-Bricker PACE Webinar Series: Retroactive PACE
During this installment of the 2021 CDFA-Bricker PACE Webinar Series: Retroactive PACE, we explored the in-depth consideration for making Retroactive PACE a reality for an eligible property owner.
CDFA-Bricker PACE Webinar Series: PACE Program Capitalization
This is the fifth webinar of the 2020 CDFA-Bricker PACE Webinar Series: PACE Program Capitalization. Speakers included: Colin Kalvas, Associate Attorney, Bricker & Eckler LLP; Lain Gutierrez, CEO, CleanFund; Michael Linder, Loan Officer, Saint Paul...
CDFA-Bricker PACE Webinar Series: Policy and the Future of PACE
This is the fourth webinar of the 2020 CDFA-Bricker PACE Webinar Series: Policy and the Future of PACE. Speakers included: Jason Tiemeier, Associate, Bricker & Eckler LLP; Clifton Kellogg, Executive Director, C-PACE Alliance; Elyssa Rothe, Director...
CDFA–Bricker PACE Webinar Series: Focusing on Sustainability Using PACE
This is the third webinar of the 2020 CDFA-Bricker PACE Webinar Series: Focusing on Sustainability Using PACE. Speakers included: Brooke A. Mangiarelli with Bricker & Eckler LLP, Eric Alini with Counterpointe Real Estate Solutions, Mayor Ben Kessler...
CDFA–Bricker PACE Webinar Series: PACE Program Efficiency - Managing An Effective PACE Program
This is the second webinar of the 2020 CDFA-Bricker PACE Webinar Series: PACE Program Efficiency - Managing An Effective PACE Program. Speakers included: Chris Jones with Bricker & Eckler LLP, Josh Campbell with Missouri Energy Initiative, Jeremy...
CDFA–Bricker PACE Webinar Series: PACE 101 - The Basics of PACE Financing
This is the first webinar of the 2020 CDFA-Bricker PACE Webinar Series: PACE 101 - The Basics of PACE Financing. Speakers included: Caleb Bell with Bricker & Eckler, Norma Horwitz with Northeast Ohio Public Energy Council, John Costlow with...
CDFA – Bricker PACE Webinars: C-PACE Program Design: How Statutes, Programs, and Markets Come Together
This is the third webinar of the CDFA-Bricker PACE Webinar Series: C-PACE Program Design: How Statutes, Programs, and Markets Come Together moderated by Chris Jones from Bricker & Eckler LLP. Speakers included: Clifton Kellogg with C-PACE Alliance,...
Public Banking in the Northeast and Midwest States Members only Login
This report, authored by the Northeast-Midwest Institute, lays out the major models of public banking around the world and in the United States and examines their various advantages, obstacles, and feasibility of implementation. This report...
CDFA – Bricker PACE Webinars: C-PACE Transactions from Start to Finish
This is the second webinar of the CDFA-Bricker PACE Webinar Series: C-PACE Transactions from Start to Finish. Speakers included: Caleb Bell with Bricker & Eckler, Jeremy Druhot with Columbus-Franklin County Finance Authority, Josh Hertzer with Ohio...
CDFA – Bricker PACE Webinars: PACE 101: The Basics of PACE Financing
This is the first webinar of the CDFA-Bricker PACE Webinar Series: PACE 101: The Basics of PACE Financing. Speakers included: Colin Kalvas with Bricker & Eckler, Colin Bishopp with PACENation, Dustin Reilich with Renovate America, and Andrew Zech...
Opportunity Zones Fundamentals & the Latest Updates in Illinois - Jay Augustyn & Steve MeierMembers only Login
Jay Augustyn from Ice Miller and Steve Meier from Seyfarth Shaw discuss Opportunity Zones Fundamentals & the Latest Updates in Illinois.
Where are Opportunity Zones? Perspectives from State & Local Agencies - Tim FisherMembers only Login
Tim Fisher discusses the CDFA developing a local Opportunity Zones strategy and the OZ Playbook.
Using Opportunity Fund Capital with Bonds - FramptonMembers only Login
Rich Frampton from Illinois Finance Authority sets the stage to discuss using Opportunity Fund capital with Bonds in Illinois.
Using Opportunity Fund Capital with Bonds - Chris KaneMembers only Login
Chris Kane from Hannon Armstrong Sustainable Real Estate discusses C-PACE with Opportunity Zone Equity in Illinois.
Understanding the Risks and Rewards of P3sMembers only Login
This resource helps readers grasp the basics of public-private partnerships, risk management, risk allocation, and the role of policymakers in P3s. It first appeared in the Governing Guide to Financial Literacy, Volume 3.
CDFA PFM Capital Markets Webinar Series: Effects of the Tax Cuts and Jobs Act One Year LaterMembers only Login
During this webinar, Daniel Kozloff with PFM, Jeffrey Pearsall with PFM, and Jay Bartlett with Citigroup Global Markets Inc. featured the pros and cons and the questions that remained twelve months into the new tax law.
The Latest on Bond Financing across FloridaMembers only Login
Maik focuses on how bonds can be used today to provide a significant portion of a project's capital stack with a special focus on bond financing programs in Florida.
The Latest in Bond Financing across FloridaMembers only Login
Steve Eikenberry walks through bond deals and explores strategies for maximizing the tool throughout the state. He also discusses the current state of Private Activity Bonds structures.
Financing for Attainable HousingMembers only Login
Jim Carras discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.
Financing for Attainable HousingMembers only Login
Mitch Rosenstein discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.
New Market Tax Credits and BrownfieldsMembers only Login
Inez Long discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...
New Market Tax Credits and BrownfieldsMembers only Login
Kurt Peterson discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...
Financial Solutions that Lead to Community SuccessMembers only Login
Jim Walker discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...
Financing Disaster Recovery and ResiliencyMembers only Login
Keren Bolter discusses the science behind some of the natural disasters in Florida, then she explores the financing programs and structures for disaster resiliency, partnerships and collaborative efforts to identify financing solutions, and lessons...
Public Private Partnerships: The Fundamentals You Need to KnowMembers only Login
As budgets are stretched and new rules are created, it can be difficult to pull together funding for necessary infrastructure improvements and community facilities. Leigh Powers from the Commonwealth of Kentucky explores the fundamentals of P3s in...
Kentucky Programs and Economic Development OverviewMembers only Login
Sarah Butler from the Commonwealth of Kentucky discusses the latest matters related to economic development in Kentucky, along with a variety of financing programs available from the state. This material explores the economic development finance...
Infrastructure Finance in New York & New Jersey - KeyBanc Capital MarketsMembers only Login
Just as infrastructure development acts as a catalyst for economic growth, it is also changing the landscape for potential investors and the expanding field of infrastructure finance. Infrastructure systems for transportation, utilities, and public...
Developing a Strategic Financing PlanMembers only Login
Strategic planning for development finance agencies drives organizational alignment, provides a sense of direction, and outlines measurable goals. Actively engaging in the process helps to align a DFA’s financing capacity with the needs of a...
Multi-Phase Projects in Ohio - Pro Football Hall of FameMembers only Login
While some development finance projects in Ohio are completed simply and quickly, many projects require a longer timeline. These complex, largescale projects often require a creative financing approach in order to reach completion. Irene MacDougal...
Non-CIF WTAD Funded ProjectsMembers only Login
Tax Allocation Districts (TADs) are established to propel investment by financing redevelopment in blighted areas. In Georgia, these districts have catalyzed innovative growth and groundbreaking projects throughout the state. Jennifer Fine with...
The Use of TIF in IllinoisMembers only Login
One of the most popular topics at the Illinois Financing Roundtable is how tax increment financing is used to finance projects across the state. We'll feature that topic again this year, but with a twist. Herb Klein with Jacob & Klein explores the...
Utilizing a Diverse Capital Stack - An OverviewMembers only Login
Combining multiple incentives successfully requires attention to detail and often some creative structuring. Identifying program requirements and balancing the applicable incentives are steps that must be established early on for any potential...
The ICA GreenRise CenterMembers only Login
Combining multiple incentives successfully requires attention to detail and often some creative structuring. Identifying program requirements and balancing the applicable incentives are steps that must be established early on for any potential...
Public and Private Sources of CapitalMembers only Login
Combining multiple incentives successfully requires attention to detail and often some creative structuring. Identifying program requirements and balancing the applicable incentives are steps that must be established early on for any potential...
State Programs and Legislative Update - Advantage IllinoisMembers only Login
Industry experts from around the state will discuss the latest development finance legislation and their potential effects on the economic development industry. Stan Luboff with Illinois Department of Commerce & Economic Opportunity discusses...
Combining Financing Tools for Missouri Development - City of SpringfieldMembers only Login
Combining multiple incentives successfully requires attention to detail and often some creative structuring. Identifying program requirements and balancing the applicable incentives are steps that must be established early on for any potential...
Displaying 1 - 50 of 148 Previous | Next | New Search

CDFA National Sponsors

  • BNY Mellon
  • Bricker Graydon LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • Frost Brown Todd LLP
  • Grow America | Formerly NDC
  • Hawes Hill and Associates LLP
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • Raza Development Fund
  • SB Friedman Development Advisors
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
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