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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: Bond Finance\Bond Volume Cap
Displaying 1 - 50 of 121 Previous | Next | New Search
IRS Revenue Procedure 2021-45: Calendar Year 2022 Housing Credit and Bond Volume Caps
IRS Revenue Procedure 2021-45 sets out the calendar year 2022 Low-Income Housing Tax Credit and Bond Volume Caps.
CDFA 2019-2020 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
The CDFA Annual Volume Cap Report provides an overview of volume cap trends and how private activity bonds (PABs) were used from state to state. The 2019-2020 Annual Volume Cap Report is the most comprehensive analysis of PAB volume cap trends and...
State Housing Finance Agency Digital History Book - NCSHA
For 50 years, the nation’s state housing finance agencies (HFAs) and their partners have convened at the annual conference of the National Council of State Housing Agencies (NCSHA). In 2021, NCSHA marks a half-century of state HFA collaboration,...
Analyzing the Impact of Lowering the 50% Test for 4% Tax-Exempt Bond Financed PropertiesMembers only Login
Novogradac conducted an analysis of the private activity bond (PAB) financed by test for low-income housing tax credits (LIHTCs). The analysis determined that lowering the financed by test for PAB test from the current law threshold of 50 percent to...
California 2020 Report on Allocation of Qualified Private Activity BondsMembers only Login
This report from the California Debt Limit Allocation Committee (CDLAC) analyzes the allocation of the state’s annual debt ceiling in 2020 and allocation of private activity bonds. Until recently, the state's debt ceiling wasn’t reached. In 2020,...
STAR Bonds Financing Program - August 2021 Evaluation and AuditMembers only Login
This report evaluates Kansas' STAR bonds financing program’s economic and fiscal impact by answering two questions: 1) Do current STAR bond attractions satisfy the Department of Commerce’s tourism-related goals; and 2) How long will it take the...
IRS Revenue Procedure 2020-45: Calendar Year 2021 Housing Credit and Bond Volume Caps
IRS Revenue Procedure 2020-45 sets out the calendar year 2021 Low-Income Housing Tax Credit and Bond Volume Caps.
Washington Bond Cap Allocation Program: 2020 Biennial Policy Report and Activity SummaryMembers only Login
The Washington State Department of Commerce authors this biennial report on its Bond Cap Allocation Program for the state's legislature. This is the report for 2020.
Private Activity Bonds: Comparing How the Structure and Use of These Bonds in Kansas Compares to Other StatesMembers only Login
The Kansas Legislative Division of Post Audit examined how Kansas and other states used private activity bonds in calendar years 2016 through 2018. In this audit, they used data from CDFA and other states to determine how states used private...
IRS Revenue Procedure 2019-44: Calendar Year 2020 Housing Credit and Bond Volume Caps
IRS Revenue Procedure 2019-44 sets out the calendar year 2020 Low-Income Housing Tax Credit amounts, Bond Volume Cap, loan limits on agricultural bonds, arbitrage rebate rules, and other important amounts.
More States Facing Shortage in Private Activity Bonds for Rental HousingMembers only Login
Another affordable rental housing funding crisis is brewing–a crisis in the supply of private activity bonds (PABs). PABs are a big part of the answer to the affordable rental housing crisis, but are subject to the annual state volume cap, in...
CDFA 2018 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
In 2018, the 50 states and the District of Columbia received $37.1 billion in new volume cap allocation, an increase of nearly $1.8 billion from 2017. Total private activity bond issuance slightly decreased from $24.86 billion in 2017 to $24.14...
CDFA // BNY Mellon Webcast Series: Analysis of the 2018 CDFA Volume Cap Report and Capital Markets ReviewMembers only Login
The annual CDFA Volume Cap report is an essential outline of national private activity bond issuance trends and is used by issuers, researchers, trade groups, and political offices to understand the private activity bond landscape. During this...
IRS Provides Guidance on Refinancings of Tribal Economic Development BondsMembers only Login
The Internal Revenue Service (IRS) on May 22, 2019, issued much awaited guidance in Notice 2019-39. This Notice allows for refinancings or refundings by Native American tribal governments of Tribal Economic Development bonds and loans (TEDs) without...
IRS Publication 4078: Private Activity BondsMembers only Login
This IRS Publication 4078, Tax-Exempt Private Activity Bonds, provides a revised overview of the general federal tax law rules that apply to qualified private activity bonds.
Washington Bond Cap Allocation Program: 2018 Biennial Policy Report and Activity SummaryMembers only Login
The Washington State Department of Commerce authors this biennial report on its Bond Cap Allocation Program for the state's legislature. This is the report for 2018.
IRS Revenue Procedure 2018-57: Calendar Year 2019 Housing Credit and Bond Volume Caps
IRS Revenue Procedure 2018-57 set the volume cap on Private Activity Bonds for calendar year 2019, Loan Limits on Agricultural Bonds, and amounts used to calculate the low-income housing tax credit (LIHTC) for the calendar year 2019.
CDFA 2017 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
In 2017, the 50 states and the District of Columbia received $35.3 billion in new volume cap allocation, an increase of $205.3 million from 2016. Even though total volume cap capacity was lower in 2017, total private activity bond issuance increased...
IRS Publication 5005- Your Responsibilities as a Conduit Issuer of Tax-Exempt BondsMembers only Login
The IRS Publication 5005 provides an overview for state and local governments of the responsibilities of the conduit issuer with respect to the tax compliance in municipal financing arrangements commonly known as conduit financings.
Private Activity Bonds: An IntroductionMembers only Login
An Introduction to Private Activity Bonds from the Congressional Research Service.
CDFA 2016 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
In 2016, the 50 states and the District of Columbia received $35.14 billion in new volume cap allocation, an increase of $263 million from 2015. Total private activity bond issuance in 2016 increased from 2015, climbing from $12.98 billion to $20.38...
2017 CDFA Michigan Financing Roundtable WebinarMembers only Login
The 2017 CDFA Michigan Financing Roundtable Webinar discusses the latest and greatest in Development Finance across the state. The webinar includes two sessions: Development Finance Current Events Review and The Michigan Bond Market. Experts, Craig...
CDFA 2015 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
New volume cap allocation in 2015 totaled nearly $34.88 billion for the 50 states and District of Columbia, an increase of one percent over the previous year. Combined with more than $58.48 in existing carryforward allocation, the total accessible...
WA 2016 Bond Cap AllocationMembers only Login
The State of Washington released its allocation of private activity bond volume cap for 2016.
New Clean Renewable Energy BondsMembers only Login
This Notice under § 54C(a) of the Internal Revenue Code provides related guidance on the following: (1) application requirements for requests for volume cap allocations; and (2) the method that the Department of the Treasury and the IRS will use to...
Opportunities in Debt and Capital Financing MarketsMembers only Login
Teveia Barnes from IBank gives a brief overview of IBank's various financial programs.
Tax-Exempt Financing for ManufacturersMembers only Login
Victor Napolitano, Senior VP at Alliance Bank of Arizona, discusses methods for Tax-Exempt Financing for Manufacturers.
CDFA 2014 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
In 2014, the 50 states and the District of Columbia received more than $34.5 billion in new volume cap allocation, an increase of 5.5 percent from 2013. This was in addition to more than $59.1 billion in existing carryforward allocation, making the...
Oklahoma State Bond Advisor 2014 Annual ReportMembers only Login
The Council of Bond Oversight for the State of Oklahoma provides a report detailing the state's bond usage for FY 2014.
A County Perspective on Changing the Tax-Exempt Status of MunisMembers only Login
The goal of National Association of Counties' analysis is to provide a county perspective on the municipal bond market and to estimate the impact of possible changes to the tax-exempt status of municipal bond interest on counties.
Public-Private Partnerships: Understanding the Difference Between Procurement and FinanceMembers only Login
This paper from the Center for American Progress concludes that P3s are a useful alternative form of procurement, allowing project sponsors to balance multiple goals against various delivery methods. They are not, however, an affordable method for...
Illinois Guidelines and Procedures for the Allocation of Private Activity Bonding AuthorityMembers only Login
These Guidelines are provided by the Governor’s Office to assist issuers in understanding how the Volume Cap allocation formula will be administered for 2015.
WA 2014 Bond Cap AllocationMembers only Login
The State of Washington used more than $1 billion of carryforward from Bond Cap Allocation for previous years that had gone unused because of continuing recessionary impacts. The carryforward was entirely for housing projects, as activity remained...
Mixed-Use and Economic Development Financing Structures and OptionsMembers only Login
Strafford's shows special districts can provide a win-win-win situation for the local jurisdiction, the developer, and the ultimate owners of the benefited properties. Lending institutions, which advance credit to borrowers on properties located in...
VT Private Activity Bond Advisory Committee Annual Report 2014Members only Login
Vermont's Private Activity Bond Advisory Committee provides recommendations the Emergency Board on the allocation of Vermont's private activity bond ceiling for 2015 and to the Governor regarding reallocations of 2014 bond ceiling.
Creative Bond Financing Strategies - Part 2Members only Login
John Haines, Mercy Corps Northwest; Carol McCoog, Hawkins Delafield & Wood LLP; Michael E. Schrader, Orrick, Herrington & Sutcliffe LP; and Geoff Urbina, KeyBanc Capital Markets discussed the outlook for bonds in the Oregon and consider creative...
Creative Bond Financing Strategies - Part IMembers only Login
John Haines, Mercy Corps Northwest; Carol McCoog, Hawkins Delafield & Wood LLP; Michael E. Schrader, Orrick, Herrington & Sutcliffe LP; and Geoff Urbina, KeyBanc Capital Markets discussed the outlook for bonds in the Oregon and consider creative...
WHEFA 35th Annual Report 2014Members only Login
Wisconsin Health & Educational Facilities Authority (WHEFA) highlights their 35th year, serving as conduit issuer in 24 financings totaling more than $794.6M. Bond financing benefitted 22 different borrowers in 17 counties, comprised of multi-site...
Financing Economic Development: Best Practices and Steadfast ProgramsMembers only Login
Sam Balisy with Kutak Rock LLP gives a brief overview of bonds. More specifically, topics include market activity, case studies, and general requirements for tax-exempt bonds.
IRS Municipal Bond Report 2011Members only Login
In 2014, the IRS released this report on information for tax-exempt and direct payment bonds issued in 2011. The first section provides an overview of the market by State. The next section discusses direct payment bond programs and presents data for...
Issuing BondsMembers only Login
Ben Barker of the California Municipal Finance Authority describes the many rules governing the issuance of tax-exempt bonds including the private business use test, use of proceeds, TEFRA hearings, compliance issues, and more.
Types of Tax-Exempt BondsMembers only Login
Information on tax-exempt bonds and differences with taxable bonds is detailed by Dan Bronfman of Growth Capital Associates, Inc.
CDFA 2013 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
The year 2013 marked the third straight year of decline for total issuance, from a recent high point of more than $14.5 billion in 2010 to a low point of $8.8 billion in 2013. The 50 states and the District of Columbia received $32.7 billion in new...
CDFA 2012 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
In 2012, the 50 states and the District of Columbia received $30.87 billion in new volume cap allocation, a decrease of nearly $400 million compared to 2011. Total private activity bond issuance slightly decreased from $12.76 billion in 2011 to...
Louisiana State Bond Commission Application - Bonds Private Activity Volume Cap
Louisiana State Bond Commission Application for Private Activity Volume Cap
Financing with Private Activity Bonds in ArizonaMembers only Login
The Arizona Department of Commerce created this document to help businesses understand the advantages and process of accessing tax-exempt financing and applying for volume cap.
Colorado's 2013 Private Activity Bond Annual ReportMembers only Login
In this report, the State of Colorado details the distribution and use of the Private Activity Bond allocations in 2013.
The Ohio Development Services Agency - Building Strong CommunitiesMembers only Login
Sadicka White along with head officials with Ohio Development Services Agency (ODSA) provide substantial insight on the various financing programs offered by ODSA including local government financing programs, energy loan funds, the state historic...
ODSA Office of Energy Technical and Financial ResourcesMembers only Login
Chad Smith with Ohio Development Services Agency discusses the State's energy policy, goals and resources. Smith shares detailed information about the Energy Loan Fund and provides a couple case studies that have successfully made use of the program.
UMA Policy Brief: Industrial Revenue Bond ProgramMembers only Login
Urban Manufacturing Alliance takes an in-depth look at the Industrial Revenue Bond Program and makes a number of key findings and recommendations. This brief also examines other popular tools being paired with IRBs, state volume cap, and urban...
Displaying 1 - 50 of 121 Previous | Next | New Search

CDFA National Sponsors

  • Baker Tilly
  • BNY Mellon
  • Bricker & Eckler LLP
  • Brownfield Superfund Advisory, Inc
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Frost Brown Todd LLC
  • gener8tor
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
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