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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 Volume Cap
Displaying 51 - 100 of 121 Previous | Next | New Search
Ohio Volume Cap Program Fact Sheet 2013Members only Login
Ohio Development Services Agency created a Volume Cap Program fact sheet for 2013 to help interested parties understand tax-exempt bonds, private activity bonds, and volume cap. This document is informative and concise, providing details relating to...
Present Law and Background Information Related to Federal Taxation and State and Local Government FinanceMembers only Login
This document, prepared by the Joint Committee on Taxation, summarizes the provisions and discusses economic issues of allowing a deduction for certain State and local taxes, tax-exempt and tax-credit bond provisions, income tax, and the treatment...
Internal Revenue Code Provisions to PAB Volume CapMembers only Login
Robert Labes with Squire Sanders shared the provisions relating to private activity bond volume cap he referenced during his presentation. The provisions can be found in the referenced sections of the Internal Revenue Code.
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.
Tax-Subsidized Financing Options for Energy Projects and ProgramsMembers only Login
This guide from Orrick, Harrington & Sutcliffe LLP review bond finance tools supporting clean energy, including PABs, CREBS, and QECBs.
2013 Initial Bond Cap AllocationsMembers only Login
The State of Washington released its allocation of private activity bond volume cap for 2013.
Development Finance Perspectives, Issue 3 I 2012
The CDFA & CEG's New Clean Energy + Bond Finance Initiative, Excellence in Development Finance Awards, Reshored Manufacturing, Tax-Exempt Bonds to Drive Restoration Post-Sandy, P3 Financing Model, American Manufacturing Bond Finance Act legislation,...
QECB Issuance Trends and Data PowerpointMembers only Login
Powerpoint by Elizabeth Bellis at Energy Programs Consortium discusses QECB data and trends.
Oklahoma State Bond Advisor 2011 Annual ReportMembers only Login
Oklahoma State Bond Advisor released their 2011 annual report with detailed information about bond rating, performance, and projects.
GAO Report: Gulf Opportunity ZoneMembers only Login
This report from the Government Accountability Office covers the use of Gulf Opportunity Zone bonds through June 2008.
CDFA - BNY Mellon Webcast Series: Reforming Private Activity Bonds & Volume CapMembers only Login
Issuance of private activity bonds (PABs) for industrial development, multi-family housing, solid waste disposal facilities, and other projects must fit under the volume cap limit set by the federal government. With significant variations among...
CDFA 2011 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
The total dollar amount of private activity bonds issued throughout the U.S. in 2011 decreased compared to 2010. In 2011, $12.8 billion of PABs were issued. This is a $1.8 billion, or 13%, decrease from the $14.6 billion issued in 2010. The $12.8...
AZ Private Activity Bonds Program SummaryMembers only Login
This factsheet from the Arizona Commerce Authority provides information on the use of private activity bonds in the state.
Private Activity Bonds in VermontMembers only Login
This presentation by the Vermont Private Activity Bond Advisory Committee reviews the use of private activity bonds and the state's volume cap allocation.
Alaska Conduit Revenue Bond Program Administrative CodeMembers only Login
The State of Alaska Administrative Code for the Alaska Industrial Development and Export Authority provides detailed information on the process and fees required for conduit revenue bond issuance through the authority.
Bond Cap Allocation ProgramMembers only Login
This overview from the Washington Dept. of Commerce describes the state's bond cap allocation program, which helps to identify projects eligible for categories of private activity bonds subject to volume cap.
Relief from Allocation and Accounting Errors for Certain Issuers of Tax-Exempt Student Loan BondsMembers only Login
This guidance from the IRS covers the voluntary closing agreement program as it relates to issuers of Qualified Student Loan Bonds.
PA Volume Cap Allocation BulletinMembers only Login
The Pennsylvania Dept. of Community & Economic Development published this bulletin revealing the state's 2012 tax-exempt bond allocation for small issues, agriculture, exempt facilities, education, and housing.
PA 2011 Year End Allocation ReportMembers only Login
The Pennsylvania Dept. of Community & Economic Development produced this year-end report covering private activity bonds subject to volume cap in the state. Issuance and carryforward are reported for industrial development, exempt facilities,...
Ohio Volume Cap Program: Fact SheetMembers only Login
This fact sheet gives an overview of the state of Ohio's private activity bond volume cap program, which is administered by the Ohio Department of Development.
Summary of 2011 CDLAC Program ActivityMembers only Login
This report from the California Debt Limit Allocation Committee (CDLAC) summarizes Private Activity Bond and Qualified Energy Conservation Bond in the state during 2011.
Built by Bonds
This unique publication from CDFA provides the definitive argument for tax-exempt bond finance, which is a critical tool for American economic development and job creation. Using both qualitative and quantitative analysis, Built by Bonds...
Hawkins Advisory: Volume Cap & Timing of Issuing Bonds
This advisory from Hawkins Delafield & Wood LLP discusses IRS Notice 2011-63, which provided guidance on how to determine when bonds are considered "issued" for purposes of volume cap limitations.
National Volume Cap Map
CDFA’s National Volume Cap Map features volume cap data, which is updated through 2010 and made available through an interactive map that allows users to view data on a state-by-state basis. A search function allows for comparison of multiple states...
CDFA 2010 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
National private-activity bond issuance increase by approximately 16% in 2010, according to the CDFA 2010 National Volume Cap Report. States reported carrying $41.6 billion of volume cap from previous years (2007, 2008, and 2009) into 2010. This...
Perspectives Issue 2: Original Research Focus
This column covering all things related to development finance research was written by CDFA Research & Resources Coordinator Jason Rittenberg for Issue 2 of Development Finance Perspectives. Read the article for information about past, present, and...
Hawkins Advisory: Revised IRS Form 8038
This Advisory from Hawkins, Delafield & Wood LLP addresses the revised version of IRS Form 8038, which covers tax exempt private activity bond issues. The Advisory provides guidance on seven major changes to the form.
CDFA Legislative HistoryMembers only Login
This presentation by Bob Lind discusses CDFA's efforts to improve tax-exempt bond legislation and reviews the Council's legislative history.
UT Recovery Zone Bonds Allocation and Issuance Final ReportMembers only Login
This one-page report from the State of Utah details the allocation and issuance of Recovery Zone economic Development and Facility Bonds. Between the two programs, nearly $178M worth of bonds were issued for 19 projects.
2010 CA Debt Limit Allocation Committee ActivityMembers only Login
This memo from Sean L. Spear of CDLAC summarizes California's bond activity in 2010. Qualified residential rental projects, single family housing, industrial development, and exempt facilities bonds are all covered, as well as ARRA-related Recovery...
Development Bond Finance Reference Guide
The Development Bond Finance Reference Guide provides practitioners with a solid foundation for understanding the use of tax-exempt bonds, with an emphasis on small issue industrial development bonds and 501(C)(3) bonds. With numerous examples of...
2010 Volume Cap Survey
Each year, CDFA compiles the individual and aggregated volume cap figures for all 50 states and Washington, D.C. and makes these numbers available to the industry through the National Volume Cap Resource Center. Please complete this survey if you...
IRS Releases Revenue Procedure Outlining 2011 PAB Volume CapsMembers only Login
The amount used under to calculate the state ceiling for the volume cap for private activity bonds in 2011, as announced in this IRS Revenue Procedure release, is the greater of $95 multiplied by the state population or $277.820 million. In 2010,...
Prioritization in Private Activity Bond Volume Cap Allocation
Stephan Whitaker with the Federal Reserve Bank of Cleveland analyzes the manner in which states make allocations of their private activity bond volume caps in this draft report, including what categories receive top priority and the manner in which...
CDFA 2009 Annual Volume Cap Report: An Analysis of Private Activity Bond & Volume Cap Trends
Overall, 2009 saw a decrease in the total dollar amount of private-activity bonds issued. In 2009, $11.92 billion of PABs were issued, a $1.74 billion decrease over issuance in 2008. This represents a 12.7% decrease from 2008. Issuances of IDBs...
2010 Colorado Report on Use of the Private Activity Bond Volume CapMembers only Login
This report by the Colorado Department of Local Affairs summarizes the state's use of private activity bond volume cap in 2009.
Missouri Private Activity Bond AllocationMembers only Login
This document from the Missouri Department of Economic Development gives an overview of private activity bond financing and how the process works in Missouri.
Kansas Application for Private Activity Bond AllocationMembers only Login
This is the required application to be filed with the Kansas Department of Commerce when requesting a private activity bond volume cap allocation.
2010 Kansas Private Activity Bond Volume Cap Fee ScheduleMembers only Login
This file summarizes the fee schedule for applying and issuing private activity bonds through Kansas' volume cap program.
Indiana Application for Volume CapMembers only Login
This document is the application for volume cap allocation for manufacturers and exempt facilities in the State of Indiana. It emphasizes the number of jobs created and wages of the created jobs.
Private Activity Bond Authority General Program Information
This packet describes the private activity bond and IDB process in Utah. The state emphasizes that IDB allocation approval will be based on the creation of new jobs and the creation/retention of higher wage jobs.
Utah Private Activity Bond Authority
This website from Utah Housing & Community Development provides all of the required resources for utilizing the state's private activity bond volume cap. It includes resources to understand the process, the different applications for each category...
Texas Private Activity Bond Program Year 2010 Application Materials
This site contains the documents required to apply for and utilize a private activity bond volume cap allocation in the State of Texas.
IRS Form 8328: Carryforward Election of Unused Private Activity Bond Volume Cap
Issuing authorities of private activity bonds should use Form 8328 to elect to carry forward its unused volume cap for one or more carryforward purposes.
Iowa Private Activity Bond Volume Cap ApplicationMembers only Login
This document is required when applying for volume cap allocation from the Iowa Finance Authority.
New Mexico Private Activity Bond Volume Cap Application ProceduresMembers only Login
This document contains the process for applying for volume cap in the state of New Mexico. It describes the information required and fees to apply for volume cap.
Georgia Bond Allocation Program
The Georgia Department of Community Affairs is responsible for administering the state's volume cap program. This website contains a variety of information and resources. It includes sample legal opinions, financial commitment letters and other...
Executive Order Number Seventeen - Allocation And Sub-Allocation Of State Private Activity Bond Volume Cap For Calendar Year 2010 And Reallocation Of State Private Activity Bond Volume Cap For Calendar Year 2009
This executive order signed by Delaware Governor Jack Markell establishes the allocations and sub-allocations that state agencies and local municipalities receive of 2010 volume cap. It also reallocates volume cap from 2009.
Tax-Exempt Private Activity Bonds Compliance Guide
This publication by the Internal Revenue Service covers the federal tax rules and filing requirements applicable to qualified private activity bonds
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