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
Georgia's SSBCI ProgramsMembers only Login
This document from the Georgia Dept. of Community Affairs overviews how the state is using the Treasury's State Small Business Credit Initiative funding. Programs include a capital access program, credit guarantee, and funding for CDFIs.
CESA Finance 101Members only Login
Lise Dondy and Rob Sanders with Clean Energy States Alliance(CESA) share a powerpoint from a Finance 101 webinar covering advantages and disadvantages of difference clean energy fund programs.
Access to Capital in CaliforniaMembers only Login
This handbook from the California Financial Opportunities Roundtable covers a wide range of access to capital-related programs and services available throughout the state, including loan programs, bonds, innovation finance.
Nuts and Bolts of NMTCs and HTCs: Should Bond Lawyers Care?
This presentation covers financing structures for NMTC or HTC and tax-exempt bond projects. The authors are Mary Nash Rusher of Hunton & Williams, Peter Duffley of Womble Carlyle Sandridge & Rice, Dick Helde of Dorsey & Whitney, Marshall Philiips of...
Georgia SSBCI PresentationMembers only Login
The Georgia Department of Community Affairs created this presentation on the state's capital access support programs funded through the Treasury's State Small Business Credit Initiative.
CDFI Industry Analysis Summary ReportMembers only Login
This report by Michael Swack, Jack Northrup, and Eric Hangen of the U.S. Dept. of Treasury CDFI Fund and the Carsey Institute covers the performance of Community Development Financial Institutions (CDFIs) and opportunities for growth in the industry.
New Markets Tax Credits Fact SheetMembers only Login
This fact sheet from the Office of the Comptroller of the Currency covers the New Markets Tax Credit program from the banking perspective. The document describes benefits to banks and common financial structures for the program.
Tax Credit Finance Reference Guide
Written in conjunction with Ice Miller LLP, the Tax Credit Finance Reference Guide examines how to effectively apply tax credits to development opportunities, and explains the basics of tax credits and the fundamentals of using these tools. In...
MT SSBCI Loan ApplicationMembers only Login
This is the application for new loans under Montana's loan participation program, which received funding from the State Small Business Credit Initiative. The detailed application covers lender analysis, job creation, loan purpose, and more.
MT SSBCI Program Flow ChartMembers only Login
This flow chart portrays the loan review and funding process for Montana's loan participation program, which received funding from the State Small Business Credit Initiative. The chart shows steps involving the business, financial institutions, and...
Federal Financing Reference Guide
The Council of Development Finance Agencies released the Federal Financing Reference Guide with generous sponsorship support from Stifel Nicolaus and additional support from Business Oregon and the City of Minneapolis. The Federal Financing...
MT SSBCI Loan PolicyMembers only Login
This policy document describes the rules and criteria governing Montana's loan participation program, which received funding from the State Small Business Credit Initiative. Under the program, small businesses can receive lower interest rates,...