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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 Deal Structuring
Displaying 1 - 50 of 98 Previous | Next | New Search
The Municipal Liquidity Facility: How It WorksMembers only Login
The Municipal Liquidity Facility is a Federal Reserve program created in April as a new financing source for state and local governments. This MLF factsheet was produced by the Pew Charitable Trusts in October 2020.
Update on the Federal Reserve's Lending Facilities - November 23, 2020Members only Login
This report provides an update as of November 23, 2020 on all of the Federal Reserve's outstanding lending facilities. These include the Primary Dealer Credit Facility (PDCF), the Commercial Paper Funding Facility (CPFF), the Municipal Liquidity...
Frequently Asked Questions - Advance Refunding of Municipal Bonds
The Public Finance Network, a coalition of bipartisan organizations, released a new report, the Advance Refunding Myth Buster. The report aims to educate and inform partners on advance refunding municipal bonds, a crucial infrastructure financing...
CDFA // BNY Mellon Development Finance Webcast Series: Understanding The Municipal Liquidity Facility
During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, finance experts discussed the Municipal Liquidity Facility's requirements, market trends since the MLF's launch, and what can be done to make the MLF an attractive...
CDFA - PFM Capital Markets Webinar Series: What Worries Your Municipal AdvisorMembers only Login
What should issuers, underwriters, and advisors know about working with their team of professionals to complete a bond deal during times of crisis? This interview-style discussion featured a round-robin of advisors divulging the capital markets...
The Quest for Better Pricing: Human + MachineMembers only Login
PricingDirect, a wholly-owned subsidiary of JPMorgan Chase & Co, recently joined the list of companies that deploy these innovative techniques, specifically Machine Learning (ML). Leveraging J.P. Morgan’s strengths in the application of ML within...
ICMA's Sustainability Standards and Labels for Green Bond Market Participants UpdatedMembers only Login
This document from the International Capital Market Association provides an overview for green bond market participants to consider when they are assessing the relevance, strengths, and weaknesses of various sustainability standards or labels as a...
CDFA - PFM Capital Markets Webinar Series: Impact of COVID-19 on the Bond MarketsMembers only Login
During the first installment of the CDFA-PFM Capital Markets Webinar Series, we focused on the market impacts of COVID-19 through the start of June and what can be expected going forward.
Hawkins Advisory: Revised IRS Form 8038-CPMembers only Login
Please be advised that on Tuesday, January 21, 2020, the Internal Revenue Service released a revised Form 8038-CP, Return for Credit Payments to Issuers of Qualified Bonds (“IRS Form 8038-CP”).
Managing the Data Revolution in the Municipal MarketMembers only Login
While digital technology has transformed virtually every industry, in certain respects the muni bond market continues to operate in ways that date back to its origins more than 200 years ago. In this Bond Buyer white paper, find out how new...
CDFA Conduit Bond Fee Study
The CDFA Conduit Bond Fee Study evaluates the landscape of current conduit bond fees in order to share best practices and common structures employed by conduit bond issuers across the country. The CDFA Conduit Bond Fee Study only looks at fees...
CDFA // BNY Mellon Webcast Series: Conduit Bond Fees - A Look Behind the NumbersMembers only Login
As the bond market changes, bond issuers must work diligently to keep their fee structures up to date. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, we looked beyond the fee structures and broke down the...
CDFA - PFM Capital Markets Webinar Series: What Your Bond Finance Team Worries AboutMembers only Login
During this webinar, Bethany Pugh, Managing Director at PFM, Todd Fraizer, Managing Director at PFM, Austin McGuan, Director, Stifel Nicolaus & Company, Matthew Eisel, Managing Director at PFM, and Robert McCarthy, Partner with Bricker & Eckler LLP...
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 KentuckyMembers only Login
Bond financing remains the bedrock development finance tool for economic development. This session will focus on the Kentucky Bond Development Corporation and their investment in projects across the Commonwealth. Joe Lakofka from Ross, Sinclaire &...
Kentucky Bond Development Finance Corporation (KBDC) Members only Login
Bond financing remains the bedrock development finance tool for economic development. This material focuses on the Kentucky Bond Development Corporation and their investment in projects across the Commonwealth. Roger Peterman from Dinsmore & Shohl...
Option Redemption EnhancementMembers only Login
El Paso County this month completed a $50 million bond sale with an option redemption enhancement, the first such transaction in the Lone Star State. Ramirez & Co., which introduced the feature in January, says the option redemption enhancement, or...
Florida's City of Venice Issues $15.4M Green Muni BondMembers only Login
The City of Venice, Florida, has issued a $15.4M green muni bond. It has 18 tranches with maturities ranging from 2016-2035 and coupons between 2-5%. The bond is rated AA, Aa2 and AA by S&P, Moody's and Fitch respectively.
Prepayment Comparison: Fixed Rate Loans Vs. Interest Rate SwapsMembers only Login
While low Treasury yields are a dream from some, they are a nightmare for others. KPM Financial explains in this whitepaper how fixed rate loan prepayment penalties and interest rate swap terminations require very different calculations.
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...
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...
Southeast Overtown/Park West TIF Bonds Official StatementMembers only Login
This official statement for the Southeast Overtown/Park West Community Redevelopment Agency Tax Increment Revenue bonds provides a wealth of information on the TIF and bond structure for the BBB+ rated, $55.9M project.
Southeast Overtown/Park West TIF Bonds Official StatementMembers only Login
This official statement for the Southeast Overtown/Park West Community Redevelopment Agency Tax Increment Revenue bonds provides a wealth of information on the TIF and bond structure for the BBB+ rated, $55.9M project.
Bonds, Bond Documents and Financing StructuresMembers only Login
Arthur Cohen of Hawkins Delafield & Wood LLP provides an in-depth analysis of bond finance.
Financing a Disaster: Strategies for Local Governments and School DistrictsMembers only Login
Lauren Trialonas of Squire Patton Boggs LLP presents a variety of financing strategies for local governments and school districts after a disaster, while also providing several accompanying examples in New York State.
Bond BasicsMembers only Login
David Weprin of Stern Brothers & Co. discusses the basics behind bonds, as well as the players, process, and structuring considerations.
Role of a Bond IssuerMembers only Login
The bond issuer plays an important role in bond financing which is presented by Tony Sertich of the California Housing Finance Agency.
Structuring the DealMembers only Login
Russell Goings of Hutchinson, Shockey, Erley & Co. illustrates how to structure bond deals touching on various topics including repayment sources, security features, credit enhancements, and other tools.
The Municipal Advisor Rule: Receiving Advice from Your Broker-Dealer Regarding InvestmentsMembers only Login
This paper from the Bond Dealers of America is intended to assist state and local governments in understanding the impact that the Municipal Advisor Rule of the SEC has on their sales and purchases of securities through brokerdealers.
CDFA // BNY Mellon Webcast Series: Understanding the Role of Municipal and Financial AdvisorsMembers only Login
During this webcast, Lynette Kelly of the MSRB, Leo Karwejna from Public Financial Management and John McNally of Hawkins Delafield & Wood LLP explained the role of the MA and discussed the proposed draft Rule G-42.
Clean Energy for Resilient Communities: Expanding Solar Generation in Baltimore's Low-Income NeighborhoodsMembers only Login
Robert Sanders and Lewis Milford with the Clean Energy Group make a number of innovative recommendations for expanding the use of solar generation for community development, specifically in low-income neighborhoods in Baltimore, Maryland.
Green Bond Principles: Guidelines for Issuing Green BondsMembers only Login
Citigroup and JPMorgan Chase helped publish a guide to bond finance for clean energy and climate projects after a record year for the market in 2013. The document includes guidance for: use of proceeds, process for project evaluation, management of...
Municipal Bond Insurance: Past, Present, and FutureMembers only Login
Natalie Cohen with Wells Fargo Securities explores municipal bond insurance from its inception to the recent decline. Cohen covers influential historic trends and looks at the renewed focus and opportunities offered by rising interest rates.
Bonds as the Bedrock of Development FinanceMembers only Login
Caren Franzini discusses the benefits of tax-exempt bond finance and explores varied case studies to illustrate their structures.
Special Report: Completion Risk in Project FinanceMembers only Login
Fitch Ratings says that it is possible for the ratings of an infrastructure project under construction to exceed that of the contractor building it up by two categories. Projects using established technology, where the base cost budget and schedule...
Accessing the U.S. Capital MarketsMembers only Login
Sidley Austin produced this excellent primer for entities interested in accessing the U.S. capital markets. This resource provides an overview of securities regulations and laws, the offering process, compliance obligations, exempt offerings, a...
Anatomy of the Deal: CE+BFI Examines Innovative NYSERDA Bond Deal
The Clean Energy + Bond Finance Initiative crafted an 'Anatomy of the Deal' document to highlight the main aspects of the NYSERDA Energy Efficiency Bond project and provide a comprehensive list of resources.
Paying the Way: Financing Transit Expansion in the 21st Century
This proposal from a team of Canadian researchers outlines a framework to fill a massive infrastructure funding gap that governments are dealing with across the globe. Based on the general P3 financing model, the proposal offers a variety of public...
TIF & Tax Credit Strategies for Sustainable Smart GrowthMembers only Login
Price Finley with Bricker & Eckler discusses a variety of case studies where TIF and tax credits were used to finance sustainable, smart growth developments.
CEFIA - Clean Energy Incentive ProgramsMembers only Login
Brian Farnen with Clean Energy Finance and Investment Authority (CEFIA) discusses the organization's clean energy inventive programs. Farnen demonstrates the array of programs the green bank is able to offer, that are rare within the traditional...
A Tale of Two States: Mechanisms for Pooled Energy FinanceMembers only Login
Steven Klein with First Infrastructure highlights how states with similar goals and different approaches were able to provide lower cost finance for energy loans. Klein explores the steps taken by both Alaska and New York and the unique obstacles...
Ehlers - Engaging Independent Financial AdvisorsMembers only Login
Steve Apfelbacher with Ehlers demonstrates the essential functions financial advisors play during structuring development finance projects. Apfelbacher explores regulations, TIF analysis, competitive bond sale factors, negotiated offerings, and...
Clean Energy Finance Progress and ProspectsMembers only Login
Michael Paparian with California State Treasurer's Office reports on the state of energy financing, specifically with emerging or nontraditional financing models for clean energy investment at the state level. Paparian discusses financing sources...
Rikers Island: The Nation's First Social Impact BondMembers only Login
In August 2012, Goldman Sachs Bank’s Urban Investment Group (UIG) announced the first social impact bond (SIB) in the United States, a $9.6M loan it would make to support the delivery of therapeutic services to teenagers incarcerated on Rikers...
Reduce Risk, Increase Clean Energy: How States & Cities Are Using Old Finance Tools To Scale Up A New Industry
The Clean Energy + Bond Finance Initiative released this report detailing how states and cities are using bonds and other existing tools to finance clean energy development. The report explores state and city examples of new financial structures,...
Bond Deal Structuring in GA - Making Good Things HappenMembers only Login
Maceo Rogers from the Development Authority of Fulton County discusses how bonds have been utilized in Fulton County, Georgia to address the sharp decline of the real estate market.
Displaying 1 - 50 of 98 Previous | Next | New Search

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