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Revolving Loan Fund Reference Guide





About the Revolving Loan Fund Reference Guide


The Revolving Loan Fund Reference Guide offers an in-depth look at RLF program development, implementation and management. This guide demonstrates how a RLF program can complement economic development strategies, encourage investment and assist traditionally underserved businesses. With seven case studies of proven RLF programs and over twenty sample documents, policies, and applications, this guide covers the essential elements of operating a successful RLF program.


The Revolving Loan Fund Reference Guide is the primary curriculum for CDFA's Intro Revolving Loan Fund Course.

Chapter 1: RLF Basics

Covering: Critical Elements, RLF Markets, Financial Sustainability, Profit Center, Performance Investment

Chapter 2: Designing the RLF Program

Covering: Capitalizing a RLF, Capitalization Application Process, Assembling a RLF Committee

Chapter 3: Marketing the RLF Program

Covering: Engaging Financial Institutions, Business & Industry Engagement , Web Sites & Collateral Material

Chapter 4: Analyzing the Loan Application

Covering: Program Analysis, Financial Analysis, Trends in Financial Performance, Ratio Analysis, Working Capital Turns

Chapter 5: Making the Loan Determination

Covering:The Five C’s, Making the Loan Decision, Loan Presentation

Chapter 6: Pre-Closing Activities and the Loan Closing

Covering: Declination Decision, Affirmative Decision, Loan Closing Considerations

Chapter 7: Post-Closing Follow-Up

Covering: Important steps to consider after the loan closes

Chapter 8: Loan Servicing and Reporting

Covering: Ongoing reporting and monitoring of active loans

Chapter 9: When a Deal Goes Bad

Covering: Guidance for dealing with problem loans

Case Studies

Seven case studies of proven RLF programs throughout the country

Exhibits

More than 20 exhibits with sample documents, policies, and applications

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CDFA National Sponsors

  • Alliant Insurance Services, Inc.
  • 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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