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: Recommended Practices
Displaying 1 - 50 of 73 Previous | Next | New Search
Effective Use of Property Tax Incentives - Lincoln InstituteMembers only Login
This study was published by the Lincoln Institute. The authors examine how to make property-tax incentives for business more effective. They find that governments should not approve every incentive request, target use of incentives, avoid incentive...
How States Are Improving Tax Incentives for Jobs and GrowthMembers only Login
Building on earlier research by The Pew Charitable Trusts, this report identifies best practices for effectively evaluating tax incentives. Specifically, Pew recommends that states take three steps: make a plan, measure the impact, and inform policy...
MN 2017 Tax Increment Financing Legislative ReportMembers only Login
This audit, produced by Minnesota State Auditor Rebecca Otto, details the impacts of Tax Increment Financing (TIF) in the State of Minnesota during the 2017 calendar year.
Measuring The Success of Public-Private Partnership Projects - A Conceptual FrameworkMembers only Login
Zayyanu Muhammad uses the Structural Equation Modelling (SEM) approach to develop a conceptual framework for assessing the success of Public-Private Partnership (PPP) projects. The authors contend that the proposed framework should assist PPP...
Post-Issuance Compliance ChecklistMembers only Login
The National Association of Bond Lawyers (NABL) and the Government Finance Officers Association (GFOA) have jointly developed the following checklist to assist bond counsel in discussing with issuers and conduit borrowers, as applicable, post...
Administration Transition Paper: Unlocking Development Finance Capital in the United States to Create Jobs & Increase Private Investment
With the 2016 Presidential election finalized, the development finance industry is excited to move forward with recommendations and innovative strategies for unlocking access to capital. The ideas offered in this transition paper provide a roadmap...
DOE Best Practice SlidesMembers only Login
Eleni Pelican of the DOE presented an updated version of the original DOE “Guidelines for Pilot PACE Financing Programs.”
State Energy Offices and PACEMembers only Login
Sandy Fazeli of NASEO discusses how state energy offices and DFAs can collaborate to advance R-PACE and C-PACE.
Infographic: Managing Incentives for Transparency & AccountabilityMembers only Login
This infographic from Smart Incentives illustrates how states can manage incentives for transparency and accountability. Administering incentive programs is not easy. Determining and reporting on results is harder. Smart Incentives breaks down each...
2015 EPA Brownfield Grant Application Samples
A list from KSU TAB of successful EPA cleanup, assessment, and area-wide planning grant proposals.
CDFA Brownfields Financing Webinar Series: New Investments with NMTC
As part of the CDFA Brownfields Technical Assistance Program, this third installment of the Brownfields Financing Webinar Series focuses on the recent allocation of $3.5 billion in New Markets Tax Credit awards by the U.S. Treasury Department’s CDFI...
Brownfields Redevelopment: A Compendium of Case Studies, Volume 1
This report from the US Conference of Mayors provides several success stories in brownfield redevelopment from cities that have demonstrated their ability to utilize a variety of private and public resources.
Atlantic Station: A Sustainable Brownfield Revitalization Best Practice
This case study from the University of Illinois at Chicago's Institute for Environmental Science and Policy highlights the Atlantic Station project in Atlanta Georgia and is an example of brownfield redevelopment that manages growth sustainably.
Exploring Best Practices for Brownfield RedevelopmentMembers only Login
Dan Grogan of Amec Foster Wheeler highlights some of the best practices for brownfield redevelopment and examines case studies located in Georgia.
An Overview of the Atlanta BeltlineMembers only Login
Courtney Knight of Invest Atlanta provides an overview of the Atlanta Beltline and some of the key elements that help support the project.
CDFA Brownfields Technical Assistance Program Fact Sheet
This helpful fact sheet provides communities looking to finance the redevelopment of their brownfield sites an overview of the tools available through CDFA's Brownfield Technical Assistance Program.
SC Economic Development HandbookMembers only Login
The South Carolina Economic Developers' Association published the Economic Development Handbook. This handbook discusses the economic development process in South Carolina including, incentives, marketing, business retention and expansion, and much...
2013 Tribal Brownfields and Response Programs
This report highlights how tribes are using U.S. Environmental Protection Agency (EPA) Brownfields Program funding to address contaminated land in Indian country and other tribal lands. It also provides a historic overview of EPA’s Brownfields...
CDFA // BNY Mellon Webcast Series: Making Microloans for Big Economic ReturnsMembers only Login
During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, Shufina English and Susan Brown of the California Association for Micro Enterprise Opportunity discussed capitalization options, management tips, and creative...
Green Retrofit Case Study: Pittsburgh OperaMembers only Login
This case study, published by the Urban Redevelopment Authority of Pittsburgh, summarizes the redevelopment of the Pittsburgh Opera, including its financing package, energy-saving strategies and results.
Wind and Solar Energy Policy Recommendations for Rural DevelopmentMembers only Login
The National Agricultural & Rural Development Policy Center provides recommendations that promote development of renewable energy at both the utility scale and smaller scales.
SSBCI Venture Capital Program Best PracticesMembers only Login
This guidebook from SSBCI offers best practices for State Venture Capital Programs to stimulate and support private investment over time. Included are recommendations for program design and implementation.
State Clean Energy Finance Initiative
The Clean Energy + Bond Finance Initiative proposes a new policy initiative intended to leverage private capital into clean energy development projects at the state level.
Guidance on Georgia's Building Energy CodeMembers only Login
This report, while focusing on Savannah and Chatham County, is designed to illustrate how code departments can operate and enforce the energy code, finance operations, incorporate new changes to the energy code inspection process in the future, and...
City of Southfield - PACE Program ReportMembers only Login
The City of Southfield established the City of Southfield Property Assessed Clean Energy Program pursuant to Act 270 of 2010 by joining Lean & Green Michigan™. The PACE Program has identified specific sources of commercial funding to finance the...
CDFA-Stifel Nicolaus Innovative Deals: Transit Presentation
Transit oriented development brings together the tenets of smart growth and sustainability, looking at how public transportation, real estate, housing, and retail development interconnect. Cities large and small and many metro regions across the...
Public Infrastructure Report Card PlanMembers only Login
Autodesk & CGLA Infrastructure released a report on solving our national infrastructure crisis. This report lays out a six-point plan for regaining America’s infrastructure leadership.
NJEDA SSBCI Applicant Eligibility ChecklistMembers only Login
This SSBCI lending program applicant eligibility criteria checklist was implemented by the New Jersey Economic Development Authority and has been recognized by the U.S. Dept. of Treasury as a recommended practice.
Idaho Collateral Support Program PresentationMembers only Login
The Idaho Collateral Support Program is covered here, including case studies, by Cory Phelps of the Idaho Housing and Finance Association.
Incubation Success: Best Practices that Lead to Successful New VenturesMembers only Login
This report, written by David A. Lewis, Elsie Harper-Anderson, and Lawrence A. Molnar on behalf of the U.S. Economic Development Administration, reviews recommended practices in business incubators. The report discusses different types of incubators...
Optimizing a Loan Guarantee ProgramMembers only Login
John Saris of Business Oregon provides an overview of the organization's business finance programs and discusses recommended practices in optimizing lending programs.
A Guide to Wisconsin's Tax Increment LawMembers only Login
This guide from the Wisconsin Dept. of Revenue walks through the tax increment finance statute and process in the state. Topics include boundary and duration determination, notification and hearing requirements, financing options, and more.
Tax Incremental District Creation/Amendment FormsMembers only Login
This Excel file from the Wisconsin Dept. of Revenue contains all of the forms required for creating or amending a tax increment district in the state. Specific forms include property lists, statement of assessment, and base year valuation.
Business Oregon 2011 Annual ReportMembers only Login
This annual report from Business Oregon discusses accomplishments and challenges during 2011. Entrepreneurs who received assistance from Business Oregon in 2011 were able to create 1957 jobs and Oregon's overall GDP grew by 3.4%.
Pittsburgh Business Growth Fund Program SummaryMembers only Login
The Urban Redevelopment Authority of Pittsburgh (URA) operates the Pittsburgh Business Growth Fund in order to provide gap financing for small businesses seeking working capital. Loan amounts range from $10,000 to $150,000.
Michigan Business Growth Fund Collateral Support ProgramMembers only Login
This factsheet describes the Collateral Support Program operated by the Michigan Economic Development Corporation. This program uses federal SSBCI funds.
IIUSA-Suggested Best Practices when Dealing with Investor RecruitersMembers only Login
This best practices document created by the Association to Invest in the USA (IIUSA) provides a list of topics that regional centers should cover when dealing with EB-5 investor recruiters.
Washington State Brownfield Policy RecommendationsMembers only Login
This report, prepared for the Washington State Department of Ecology, provides a thorough review of the state's brownfields policies and programs, and how they can be improved. Key topics include development challenges, policy recommendations, and...
CDFA's Development Finance Perspectives - Issue 3
This issue of CDFA's magazine, Development Finance Perspectives, includes features on best practices in tax increment finance and emerging state and local energy financing models. Other topics include federal innovation finance, maximizing revolving...
Follow the Leaders: Improving Large Customer Self-Direct Programs
This is a report by the American Council for Energy-Efficiency which compares various state programs that provide industrial and large-scale commercial users of state energy efficiency financing mechanisms alternatives to standard repayment schemes....
Underwriting Standards for Small Business Loans Under the SBLF
The federal banking agencies issued this guidance on underwriting standards for loans conducted through the Small Business Lending Fund (SBLF). Included is a list of factors lenders should consider when making lending decisions.
Program Profile: Loan Participation ProgramMembers only Login
The U.S. Dept. of Treasury created this program profile for loan participation programs. Although created for the State Small Business Credit Initiative, the structuring description can be broadly useful for state or local program guidance.
Program Profile: Venture Capital ProgramMembers only Login
The U.S. Dept. of the Treasury created this program profile to review the structure of a state sponsored venture capital program. Although the document was created with the State Small Business Credit Initiative in mind, the structural discussion is...
Compendium of Best Practices in Energy Efficiency & RenewablesMembers only Login
This report covers the best energy policies, including a lengthy section on financing programs, from many states and cities. Each program type is illustrated by at least one case study. The report was produced by the Renewable Energy & Energy...
Proper Creation and Use of Tax Incremental Districts
Tax increment financing is defined, district creation practices are recommended, and district management is discussed in this presentation from Joe Gromacki of Madison, WI.
Program Profile: Loan Guarantee ProgramsMembers only Login
This program profile was created by the U.S. Dept. of the Treasury to describe capital access program parameters. The publication is intended for use with the SSBCI, but the detailed description and program highlights make the information useful for...
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