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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\Case Studies
Displaying 151 - 200 of 208 Previous | Next | New Search
Model Recovery Zone Declaration Ordinance: Summit County, OhioMembers only Login
The first step in utilizing the $25 billion of Recovery Zone Bonds created by ARRA is for counties and large cities to declare their "Recovery Zone." This ordinance recently passed by Summit County, OH declares the entire county as a Recovery Zone...
2009 Study on Maine’s Moral Obligation DebtMembers only Login
The purpose of this 2009 study is to assess levels and components of outstanding State of Maine moral obligation bond debt.
Washington, D.C. Revenue Bond ProgramMembers only Login
William Liggins gives an overview of the the District of Columbia's Revenue Bond Program, which serves as a conduit bond issuer for many Washington, D.C. non-profits.
Financing Economic DevelopmentMembers only Login
This presentation by Gary Smith of the Chester County Economic Development Council gives an overview of the organization and a summary of their bond finance activities.
Allegheny County Economic Development and Its AuthoritiesMembers only Login
Darnell Moses, Authorities Manager with Allegheny County Economic Development, discusses the different bond programs they offer and the overall structure of the agency.
Ohio Port Authorities: Columbus-Franklin County Finance AuthorityMembers only Login
Jean Carter Ryan of the Columbus-Franklin County Finance Authority discusses the basics of what port authorities are permitted to do in Ohio and describes how Columbus-Franklin County's bond fund program works.
Ohio Port Authorities: Port of Great Cincinnati Development AuthorityMembers only Login
Susan Thomas of the Port of Great Cincinnati Development Authority gives on overview of the Port's mission and offers several case studies of successful deals the Port has completed.
Ohio Port Authorities: Summit County Port AuthorityMembers only Login
This presentation by Chris Burnham of the Summit County Port Authority gives an overview of the Port's programs and presents the Lockheed Martin Airdock project as a case study.
California Industrial Development Financing Advisory Commission: Use of FHLB LOCMembers only Login
Eileen Marxen of the California Industrial Development Financing Advisory Commission gave this case study presentation of how CIDFAC was able to utilize a FHLB letter of credit on an industrial development bond deal.
Getting the Deal Done in the Current Economic CrisisMembers only Login
Tim Long of Robert W. Baird gave this presentation discussing the current challenges of getting deals done. The use of port authorities as financing vehicle is also examined with a case study example of Summit County (OH) Port Authority.
Allegheny County Economic Development and its AuthoritiesMembers only Login
This presentation examines the organization and setup of Allegheny County Economic Development and its six authorities.
Creating an Industrial Development Corporation as a Bond IssuerMembers only Login
Bart Fowler prepared this presentation dealing with how to setup and use an Industrial Development Corporation in Texas in order to act as a conduit bond issuer.
Summit County Port Authority 2008 Annual ReportMembers only Login
This summary of the Summit County Port Authority 2008 Annual Report lists projects the port undertook in 2008 and a summary of the organization's revenue and expenditures.
Best Practices in Bond Finance: Summit County Port Authority
Looking for ways to maximize your bond finance capacity? Take a lesson from one Ohio Financing Roundtable member, the Summit County Port Authority. The Authority’s online project descriptions webpage features innovative and proactive financing...
Minneapolis Common Bond Fund - A Limited Tax Supported Credit Enhancement Bond Program
Bob Lind from the city of Minneapolis demonstrates their Common Bond Fund in this presentation. Minneapolis has built layers of security into the fund, and it is now one of the central pieces of the city's economic development strategy.
Asian Food Maker Ramar Finds Room, Cash To Grow
This industrial development bond deal from California is another example of a business that was able to use tax-exempt IDB financing because of CDFA's legislative efforts to increase the capital expenditure limit in 2006.
CDFA Spotlight: California Deal Makes Use of FHLB Letter of Credit for IDB Issuance - First of Its Kind Deal to Utilize CDFA Supported Legislation
The California Enterprise Development Authority (CEDA) and California Industrial Development Financing Advisory Commission (CIDFAC) have closed on the first industrial development bond (IDB) deal to utilize a new provision that allows Federal Home...
Loan Agreement: California Enterprise Development Authority and 2400 Company, LLC
The California Enterprise Development Authority uses the following loan agreement to outline the terms and conditions of the loan between CEDA and 2400 Company, LLC.
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...
Official Statement: California Enterprise Development Authority
The following is the Official Statement used by the California Enterprise Development Authority for issuance of bonds for the Pocino Foods Company Project.
Washington Economic Development Finance Authority (WEDFA) Bond ApplicationMembers only Login
The Washington Economic Development Finance Authority (WEDFA) uses the following application to explain and evaluate potential candidates for the state's bond program.
Minneapolis Economic Development Revenue Bond ProgramMembers only Login
The Minneapolis Department of Community Planning and Economic Development along with the Hennepin County Housing, Community Works and Transit Department released this fact sheet that explains the Common Bond Fund Revenue Bond Program, its benefits,...
Examples of IDB Deals in CA Completed Due to CDFA’s Capital Expenditure Legislation
Three examples of IDB deals from California completed in 2007 following passage of the capital expenditure increase from $10 to $20 million.
IRBs and Operating Leases: Borrower's PerspectiveMembers only Login
David Bovee, Vice President of Business Development with Zenith Assets, Inc. discusses IRBs and operating leases from the perspective of a borrower. The presentation provides basic definitions of key terms, an overview of operating leases, IRB...
Bond Cap Allocation: Authorizing Tax-Exempt Private Activity Bonds in Washington StateMembers only Login
Liz Green-Taylor presents about the how Washington State's bond allocation program. The presentation looks at the basic structure, initial allocation, set-aside timelines, procedures, applications and trends. The presentation also addresses the...
Student Housing Projects as Urban RedevelopmentMembers only Login
Rich Frampton with the Illinois Finance Authority's presentation discusses the use of bond financing and the role it can play in financing student housing. The presentation looks at both private and public colleges/universities in the Chicago area...
Arkansas Development Finance AuthorityMembers only Login
Gene Eagle with the Arkansas Development Finance Authority (ADFA) presents about the financing programs available through ADFA and how these programs have been successful.
Innovative Community Lending Programs: Charter School Financing PartnershipMembers only Login
Mary Tingerthal with the Housing Partnership Network discusses a unique financing program where tax exempt bonds are used to help finance charter schools.
Marketing an IDB Program SupplementMembers only Login
Bod Lind with the Community Planning and Economic Development Department at the city of Minneapolis provides a list of resources for communities looking to market their IDB program.
City of El Paso, TX: Industrial Revenue BondMembers only Login
The city of El Paso, TX has put together a marketing piece to highlight its Industrial Revenue Bond Program. The fact sheet describes the program, its benefits, eligibility criteria and procedures.
CDFA Spotlight: Marketing an IDB Program
CDFA Fact Sheet covering strategies for successfully marketing an Industrial Development Bond program with case study examples from 5 issuers.
Pairing New Markets Tax Credits (NMTCs) and Tax-Exempt Bonds for Optimal ExecutionMembers only Login
Tina Neal, Senior Vice President at Ferris, Baker Watts, Inc. presents a case study example of how New Markets Tax Credits were paired with tax-exempt bond financing for the construction of a hotel in Norfolk, Virginia.
Small Issue Case Studies: Maryland Industrial Development AuthorityMembers only Login
D. Gregory Cole of the Maryland Industrial Development Authority presents a case study about how MIDA was able to help finance the purchase of a brick manufacturer and save 50 jobs. The presentation discusses the complicated financing package.
Small Issue Case Studies: District of Columbia
William Liggins, from the District of Columbia, presents a case study approach to using revenue bonds to support a bakery in an economically challenged neighborhood in the District of Columbia.
CDFA Recommended Practices: Effective Industrial Development Bond Program Management
As a pillar of the development finance industry, Industrial Development Bond (IDB) programs can drive investment in the manufacturing sector and build the local economy while retaining and creating valuable jobs. However, a successful IDB programs...
CDFA Spotlight: Golf Opportunity Zone Bonds
The Gulf Coast region of the U.S. was hit hard in 2005 by several hurricanes including Katrina, Rita and Wilma. In response to the record devastation, the U.S. government passed the Gulf Opportunity Zone Act of 2005 (GO Zone Act). This legislation...
Presentation Regarding Structured Bond Opportunities
Jane Lah presented case studies on bond deals including projects for the City of Reno, NV, The Electric Municipality and the Minneapolis Airport.
TIF Case Study - City of South San Francisco Capital ImprovementMembers only Login
This case study looks at the city of South San Francisco and the issue of using TIF for redevelopment. The case study goes into detail about the bond and deal structure.
TIF Case Study - Residential Development in Malta, Illinois
The case study looks at how TIF was used to create a 512-single family homes in Malta, Illinois.
TIF Case Study - Retail Power Center Branson Hills, MissouriMembers only Login
Branson Hills, Missouri is the home of a retail power center that includes Target and Home Depot. The creation of the shopping center was feasible using tax increment financing. TIF bonds financed a broad range of costs including land acquisition,...
TIF Case Study - Gravois BluffsMembers only Login
The case study is an interesting example of using a balanced distribution system and TIF rating and structuring expertise. The financing is for an existing TIF district, with construction complete, tenant operating history and approximately 1.4x...
TIF Case Study - Chicago Premium Outlet Mall, City of Aurora, Illinois
Chicago Premium Outlet Mall is an upscale, fashion-oriented outlet center located at the northwest quadrant of Interstate 88 and North Farnsworth Avenue, in Aurora, Illinois. The case study explains the financing structure for the project and...
TIF Case Study - Easton Town Center
The case study looks at the TIF financing tool that was used to create the Easton Town Center shopping district in Columbus, Ohio.
TIF Case Study - Forest Lakes Project
The city of Caseyville, Illinois approved the creation of a redevelopment area within the city, however developers struggled with the how to overcome the difficulties. A new developer came in with a plan that required changing the original planning...
TIF Case Study - Chesterfield Valley, Missouri
This case study looks at the Chesterfield Valley TIF District. The purpose of the TIF District is two-fold: first to capture incremental property taxes to fund needed infrastructure improvements including the 100-year levee, and secondly, to...
TIF Case Study - Aurora Hollywood CasinoMembers only Login
Aurora, Illinois sold bonds to finance improvements within the city's downtown TIF project area. The land will be used for the Hollywood Casino project in the city's TIF area. The project is located along the Fox River and is a dockside gaming...
TIF Case Study - 909 Walnut ProjectMembers only Login
Kansas City, Missouri sold bonds to finance the creation of a parking structure in a Tax Increment Finance redevelopment area within the city. The case study outline the bond financing process.
Serving Expanding Manufacturers Through the Use of Industrial Development Bonds (IDBs) - Stern Brothers & Co.
Case study example of Industrial Development Bonds (IDBs) at work serving an expanding manufacturer in Missouri. Provided by the Stern Brothers & Co.
Indiana Finance Authority Swap Policy
The master swap policy from the Indiana Finance Authority.
Composite Bonds - Florida's Development Finance Enterprise Bond ProgramMembers only Login
Presentation covering the State of Florida's Development Finance Enterprise Bond Program which uses a composite bond approach to delivering success.
Displaying 151 - 200 of 208 Previous | Next | New Search

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