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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 51 - 98 of 98 Previous | Next | New Search
Stifel: Bonds as the Bedrock of Development FinanceMembers only Login
Cheryl Strickland of Stifel, Nicolaus & Company, Inc. presents information on market and economic trends in Georgia as well as the national municipal bond market and the role that bonds play in development finance.
Peck Shaffer: Bonds as the Bedrock of Development FinanceMembers only Login
Blake Sharpton of Peck, Shaffer & Williams LLP provides an overview of bonds, tax allocation districts (TADs), and special district finance. Sharpton also describes the importance of repayment revenue sources and the bond financing process.
Ohio Office of Energy Volume Cap ProgramMembers only Login
Chadwick Smith with Ohio Development Services Agency walks through the essential pieces of Ohio's Bond Volume Cap. Smith covers regulation, application, eligibility and allocation.
Water and Wastewater Projects - Financing with Tax-Exempt BondsMembers only Login
Orrick, Herrington & Sutcliffe published this guidebook for general informational purposes concerning water and wastewater utilities. The purpose of the guidebook is to provide an overview of issues relating to the financing of these projects, more...
Clean Energy Finance and Investment AuthorityMembers only Login
Bert Hunter with Connecticut's Clean Energy Finance and Investment Authority shared information about the Authority including strategy, state impact, national clean energy financing trends, deal structures, and more.
California Energy & Bond Financing ProgramsMembers only Login
Michael Paparian with California Pollution Control Financing Authority shares financing innovations CPCFA has in place to incorporate as many tools as possible in order to maximize clean energy investments throughout California.
Green Initiatives, Recovery Financing and Secondary Markets SecuritizationMembers only Login
Jeff Pitkin with New York State Energy Research and Development Authority discussed New York's ongoing efforts to support clean energy investment. Pitkin also describes the organization's approach when using different finance tools.
Accelerating the Payment of PACE AssessmentsMembers only Login
This Clean Energy Financing Policy Brief from Lawrence Berkeley National Laboratory is a short and simple document that addresses various complex issues such as bond default, how property assessment acceleration works, protecting mortgage holders,...
Clean Energy Bond Finance Model: Morris Model
The Clean Energy + Bond Finance Initiative created this recommended financing model factsheet for clean energy development. The 'Morris Model' leverages bond finance and other tools to achieve relatively low-cost capital for renewable energy...
Task Force on Clean Energy Bond Finance: Sustainability FinanceMembers only Login
Baird Brown with DrinkerBiddle presents to the Task Force on Clean Energy Bond Finance explaining bond financing mechanics for sustainable energy projects.
Industrial Revenue Bonds - Playing to Our StrengthsMembers only Login
An underwriter's perspective on industrial development bonds is provided here by Kristi Eberhardt of PNC Capital Markets.
Columbus-Franklin County Finance AuthorityMembers only Login
Ohio's development finance authorities granted to local ports are profiled by Jean Carter Ryan of the Columbus-Franklin County Port Authority.
Municipal Bond Fundamentals: General Obligation Bonds v. Essential Service Revenue BondsMembers only Login
Nuveen Asset Management explains the structure of general obligation bonds, essential service revenue bonds, and double-barrel bonds in this topic brief.
Bank Lenders in Public-Private Partnership Finance ModelsMembers only Login
Jose Herrera of KeyBanc Capital Markets discusses the market for bank participation and the role banks play in P3 deals.
Economic Recovery through Bond FinanceMembers only Login
John Wooten of Wells Fargo and Lee McCormick of Community Development Associates provide a thorough discussion of tax-exempt bond finance structures and categories.
How an Effective Financial Advisor Can Make a DifferenceMembers only Login
Kevin Quinn of Wye River Group discusses the importance of a public financial advisor for bond finance projects.
Rating Methodology: Public Sector Pool FinancingsMembers only Login
This ratings methodology from Moody's Investor Service reviews the firm's approach to evaluating the credit of pool financings and addresses a number of related considerations.
Use of State Development Finance Agency Tools to Support Renewable EnergyMembers only Login
Rob Sanders of the Clean Energy Group discusses the use of bonds for clean energy projects, including the benefits of bonds over traditional financing and several case studies.
Municipal Auction Rate Securities and Variable Rate Demand Obligations: Interest Rate and Trading TrendsMembers only Login
This report from the Municipal Securities Rulemaking Board summarizes market activity and interest rate resets for ARS and VRDOs from 2009-early 2012.
MSRB Notice: Duties of Underwriters to State and Local Government IssuersMembers only Login
The Municipal Securities Rulemaking Board published this notice regarding the interpretation of rules relating to the duties of underwriters to public issuers.
NREL Factsheet on Financing Solar PV Projects on Government SitesMembers only Login
This factsheet created by the National Renewable Energy Laboratory describes an innovative financial model for installing and operating solar PV power on government sites that was pioneered in New Jersey.
Renewable Energy Project ComponentsMembers only Login
Keith Goldstein of Lavelle & Finn LLP addresses risk elements for communities to consider before engaging in a renewable energy finance project.
Structuring AlternativesMembers only Login
Kristi Eberhardt of PNC Debt Capital Markets presented these structuring alternatives for bond financing projects.
How Bonds are Structured and SoldMembers only Login
This presentation by Lawrence Tonomura of Bank of America Merrill Lynch covers how bonds are structured and sold. Several different structures are presented through case studies of actual bond finance deals.
Bank Purchased Tax-Exempt Bonds & the Oregon Express Bond ProgramMembers only Login
This presentation by Kendall Hansen of Key Government Finance, Inc. discusses bank purchased bond finance deals. Particular attention is given to the Oregon Express Bond Program.
CDFA Bond Finance Resource Center
The CDFA Bond Finance Resource Center is a one-stop hub for all of the resources, reports, headlines, and projects that CDFA collects and publishes related to bond finance. Find links to resource tags, market reports, original research, upcoming...
Bond Buying Post-StimulusMembers only Login
This presentation by John Wooten reviews alternatives to traditional fixed rate debt, including bank purchased bonds and Variable Rate Demand Bonds.
Advanced Bond Finance Reference Guide
The Advanced Bond Finance Reference Guide is written for professionals who already have an understanding of tax-exempt financing and seek detailed instruction on complex financing techniques, including the application of financial derivatives,...
CDFA - BNY Mellon Webcast Series: Proposed SEC Ruling: Volunteer Board Members as Registered Financial Advisors?Members only Login
The U.S. Securities and Exchange Commission issued proposed rules that would require appointed board members of municipal entities to register with both the SEC and the Municipal Securities Rulemaking Board (MSRB) if they advise on the issuance of...
General Review of For-Profit Entities Tax-Exempt Debt Credit Structures
In this document you will find a general review of for-profit entities tax-exempt debt credit structures. This review covers methods whereby for-profit entities such as airlines, investor-owned utilities, or energy sector corporations can issue...
Reimbursement Agreement Between 2400 Company, LLC and City National Bank, National Banking Association
The California Enterprise Development Authority uses the following reimbursement agreement to outline the terms and conditions of the letter of credit; reimbursement and interest payments; issuance of the letter of credit; disbursement; and much...
Municipal Issuers and Borrowers Bidding on Their Own Action Rate Securities
Nixon Peabody's newsletter addresses why many municipal issuers and 501(c)(3) and other conduit borrowers have sought to submit bids in auctions for their own Auction Rate Securities (ARSs). The following sets forth the guidelines when this type of...
Structuring and Marketing a Negotiated Bond Issue
Tina Neal's presentation discusses fixed and variable rate debt issuances and the advantages and disadvantages of each. The presentation also examines how bonds are structured and sized. Neal also discusses the cost of issuance and how a bond deal...
Direct Purchase Private Placement Bonds
Stephen Crawford, Vice President with GE Government Finance, presents about direct purchase and private placement of bonds from the perspective of a direct purchaser.
How Bonds are Structured and Sold
Mike Davis, Senior Vice President with Morgan Keegan & Company, Inc. discusses how bonds are structured and sold. The presentation discusses both public offering and direct purchase of qualified IDBs as well as fixed rate and variable rate interest...
How IDBs are Structured & PlacedMembers only Login
Tina Neal, of Ferris, Baker Watts, Inc., discusses traditional debt offerings and how their are structured and sold. The presentation also discusses the differences between taxable and tax-exempt offerings, understanding the role of the...
Structuring & Sizing Bond Issues
Christoph Muelbert, of Lehman Brothers, presentation gives an update of the bond market, fixed versus variable rate debt options, and how to structure and size a bond issuance. Muelbert also discusses bringing a negotiated bond sale to market.
Financial Solutions: Non-Rated and Unenhanced Debt Offerings - Tina Neal CDFA Presentation
Presentation by Tina Neal from Ferris, Baker, Watts on Financial Solutions using Non-Rated and Unenhanced Debt Offerings for bond sales.
Structural Approaches
This is a presentation by Kip Walhers of Calfee, Halter & Griswold LLP about pooled bond fund structures.
Evaluation Competitive vs. Negotiated Sale Methods
Presentation by Steven Davidson from The Bond Market Association (TBMA) covering the evaluation in using the competitive vs. negotiated sales approach in bond financing. This file is very large and may take a few minutes to open and/or download.
The Bond Sale Debate - Competitive vs. NegotiatedMembers only Login
Presentation by Kim Edwards from the Texas Public Finance Authority covering the pros and cons of both the competitive vs. negotiated sale method for bond financing. This file is very large and may take a few minutes to open and/or download.
Competitive versus Negotiated Sale of Debt Issue Brief
Most bond industry professionals would agree that neither the competitive sale nor the negotiated method of sale is ideal for all bond issues. The appropriate method of sale should be determined on a case-by-case basis after evaluating a number of...
CDFA Spotlight: IRS Audits Increase Interest Rates
This article covers the market effects of municipal bond tax audit disclosures. This subject has become of greater interest over the past decade as the IRS has increased the number of audits. The article rests on research by Lori Trawinski,...
CDFA Spotlight: Bank Pricing of Non-Qualified Bonds
This article present material from the Banker's Guide of the St. Louis County Economic Council prepared by Rick Palank, Vice President and a CDFA board member. The focus of this article is some guidance on how banks that purchase Small Issue bonds...
Non-Rated and Unenhanced Debt OfferingsMembers only Login
Tina Neal from Ferris Baker Watts, Inc. provides a financial solutions program for Non-Rated and Unenhanced Debt Offerings as presented during the 2005 CDFA Annual Conference.
IFA Enhanced Use Lease Bond Transactions for Federal AgenciesMembers only Login
Townsend Albright with the Illinois Finance Authority provides an overview of IFA's Enhanced Use Lease Bond Transactions for Federal Agencies as presented during the 2005 CDFA Annual Conference.
Displaying 51 - 98 of 98 Previous | Next | New Search

CDFA National Sponsors

  • Alliant Insurance Services, Inc.
  • BNY Mellon
  • Bricker Graydon 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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