Technical Assistance


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: Federal
Displaying 51 - 100 of 1378 Previous | Next | New Search
State & Federal Financing ProgramsMembers only Login
While most development finance programs are available throughout the nation, there are several unique financing programs available at the state level as well. Bob Isaacson (MN DEED) discusses the past, present, and future of economic and community...
New Markets Tax Credit Public Data Release: 2003-2014 Summary ReportMembers only Login
The CDFI Fund released data collected on New Markets Tax Credit (NMTC) investments across the nation through fiscal year 2013. The CDFI Fund requires all Community Development Entities (CDEs) that have been awarded NMTC allocations to submit an...
Green Striping Bond FinanceMembers only Login
Diversity in the environmental asset class is suffering from high minimum issuance sizes and monitoring costs. Green striping could be the solution.
SSBCI: Summary of States Quarterly ReportsMembers only Login
The US Department of Treasury has released its first 2016 quarterly report on state deployments of SSBCI funds.
Breaking the Binary: Policy Guide to Scaling Social InnovationMembers only Login
"Breaking the Binary" outlines a set of 12 case studies in 10 different countries in which policies have been enacted to support the development of social enterprise and related impact investments (also referred to as social investment).
Sparking a Movement to Accelerate the Growth of Green Energy
Bryan Garcia, President & CEO of the Connecticut Green Bank, discusses green bank model and the programs and products of the Connecticut Green Bank.
Recent Trends in Tax-Exempt Bond FinanceMembers only Login
Chris Burnham of the Development Finance Authority of Summit County in Ohio shares some recent trends in bond issuances that the agency has experienced.
Energy Investment Partnerships Guide: How State and Local Governments Are Engaging Private Capital to Drive Clean Energy Investment
The United States Department of Energy released the Energy Investment Partnerships Guide, a technical document authored by the Council of Development Finance Agencies that examines how state and local governments can leverage private capital to...
Building & Utilizing the Development Finance ToolboxMembers only Login
Toby Rittner of CDFA teaches the development finance toolbox approach for the Fundamentals Course including bedrock tools, targeted tools, investment tools, access to capital lending tools, federal support tools, and how to implement these...
Federal Loan Programs OverviewMembers only Login
The SBA 7(a), SBA 504, and USDA Business & Industry (B&I) loan programs are compared in this presentation prepared by Sherwood Robbins of South Eastern Economic Development Company of Pennsylvania.
New Clean Renewable Energy BondsMembers only Login
This Notice under § 54C(a) of the Internal Revenue Code provides related guidance on the following: (1) application requirements for requests for volume cap allocations; and (2) the method that the Department of the Treasury and the IRS will use to...
Post-Issuance Compliance and the SECMembers only Login
Alexandra MacLennan gives a deep dive on the critical components of post-issuance compliance and the role of the SEC.
Success in Post-Issuance Compliance ProgramsMembers only Login
Debbie Todd discusses three keys to success for post-issuance compliance programs.
Best Practices Post-Issuance Compliance Members only Login
Lisa Danka from the Arizona Department of Transportation goes over best practices in post-issuance compliance.
The Role of Tax Exemption in Post-Issuance ComplianceMembers only Login
Todd Cooper from Squire Patton Boggs examines the power the IRS has to mandate post issuance compliance, and their ability to remove an entity's tax-exempt status.
Commonly Used Tax Credits in South CarolinaMembers only Login
George Strobel of State Tax Credit Exchange overviews the commonly used tax credits in South Carolina.
New Markets Tax Credits FinancingMembers only Login
Pete Byford of Tax Advantage Groups discusses New Market Tax Credits in depth, touching on definitions, qualifications, applicability, and what states are underserved.
Financing Tools for Brownfields RedevelopmentMembers only Login
Mike Pehur of Duane Morris Government Strategies presents financial tools for brownfields redevelopment, specifically focusing on how projects are enhanced with tax increment financing.
Brownfields Legal and Regulatory LandscapeMembers only Login
Sarah Lynn of Ice Miller teaches about the various environmental and tax laws governing brownfields clean-up, as well as the role that federal, state, and local governments play in the regulatory process.
Treasury Letter to Rep. PriceMembers only Login
The U.S. Dept. of Treasury wrote this letter in response to a request from Rep. Price (D-NC) seeking information on how a new bill - or the appropriations process - could be used to extend the State Small Business Credit Initiative.
2015 Midyear Outlook
LPL Financial Research gives a report on the municipal market of 2015, illustrating the many influencing factors.
Quick Reference to SBA Loan Guaranty Programs
In this comparison chart by the Small Business Administration, learn about the differences between the various loan guaranty programs offered by the federal government.
Combining and Leveraging TIFMembers only Login
Andrew Z. Murray of PGAV details a handful of MO case studies that involve TIF combined with other various financing methods.
Issuing Bonds - The RulesMembers only Login
Linda Schakel of Ballard Spahr LLP and Jeff Demonbrun of Gates Capital detail the various rules and items to monitor during issuance of tax exempt bonds.
Florida SSBCI Audit ReportMembers only Login
In this revised audit by the Office of the Inspector General, Florida's SSBCI programs are examined. As of December 31, 2012, the state had obligated $52 million.
SSBCI North Dakota Audit ReportMembers only Login
In this revised report by the Office of Inspector General, North Dakota's SSBCI program, Mandan Consortium is audited. The audit finds that Mandan obligated approximately $8.9 million through a loan participation program.
SSBCI: A Summary of State's 2014 Annual ReportsMembers only Login
In the Department of Treasury's annual SSBCI Report, data and success stories are reported. Between 2011 and 2014, the program created or saved more than 140,000 jobs.
CDFA // BNY Mellon Webcast Series: Mastering Disclosure in a Post-MCDC WorldMembers only Login
In this CDFA // BNY Mellon Development Finance Webcast, representatives from Katten Muchin Rosenman LLP and BLX Group covered hot topics in regulations and enforcement.
The New Markets Tax Credit Progress Report 2015Members only Login
New Markets Tax Credit Coalition's report highlights results from the NMTC Coalition’s annual survey of community development entities (CDEs) with NMTC allocations. The survey collected data from CDEs raising capital and making loans and investments...
The Community Development & Infrastructure Bipartisan Tax Working Group ReportMembers only Login
Submitted by the Working Group Co-Chairs, this report describes a funding alternative for the Highway Trust Fund. The second part, describes background and present law of four specific areas (Highway Trust Fund energy, community tax incentives, and...
SSBCI Audit Report - WashingtonMembers only Login
The Office of the Inspector General examines Washington's SSBCI programs in this audit report. The report finds that, as of June 30, 2012, Washington had expended $7.1 million.
SSBCI Audit Report - KansasMembers only Login
In this audit report by the Office of the Inspector General, Kansas' use of SSBCI funds are examined. The audit finds that Kansas disbursed the majority of its first tranche.
Qualified Energy Conservation Bonds - 2014
In this report by the Energy Programs Consortium, an update is given on Qualified Energy Conservation Bonds (QECBs) including utilization trends.
What Cities Should Do: A Guide to Resilient Power PlanningMembers only Login
In this paper by the Clean Energy Group, program and policy information, finance tools, and best practices are explored concerning resilient power and disaster planning.
MSRB Rules and ResourcesMembers only Login
Justin Pica with the Municipal Securities Rulemaking Board (MSRB) provides an overview of the MSRB, update on MSRB regulatory initiatives, understanding and complying with financial disclosure obligations, and the EMMA website.
Historic Tax Credits: Bringing New Life to Older CommunitiesMembers only Login
This Insights report describes how this tax credit program operates, outlines the risks and regulatory considerations of participation in the program, and discusses how investments in these tax credit transactions by national banks and federal...
Public-Private Clean Energy FinanceMembers only Login
Jason Rittenberg of CDFA introduces several energy financing programs from around the country giving an idea of the spectrum of tools available for economic development organizations involved in clean energy finance.
Partnering with EB-5 Regional CentersMembers only Login
Peter Englander with Portland Development Commission shares EB-5 case studies and explores the benefits and opportunities EB-5 presents to public partners.
EB-5 Case StudiesMembers only Login
Peter Joseph of IIUSA presents several case studies on EB-5 financing, including both positive and problematic projects, and the lessons learned throughout.
Quadrennial Energy Review: Energy Transmission, Storage, And Distribution InfrastructureMembers only Login
In this detailed report, the Quadrennial Energy Review examines how to improve the U.S.'s energy transmission, storage, and distribution (TS&D).
NMTC Qualified Equity Investment Issuance Report - April 2015Members only Login
This Report provides information on each entity that has not finalized all of its NMTC allocations. Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on the QEI Issuance Report.
The Effectiveness of the Community Reinvestment Act Members only Login
This report from Congressional Research Service informs the congressional debate concerning the CRA’s effectiveness in incentivizing bank lending and investment activity to LMI borrowers.
Healthy Food Financing Initiative & the CDFI FundMembers only Login
Mark Kudlowitz, Associate Program Manager at the U.S. Department of the Treasury's CDFI Fund, gives insight into the agency's numerous funding opportunities for local and regional food systems.
SSBCI: A Summary of States' Quarterly Reports (Q4 2014)Members only Login
The SSBCI Quarterly Report for the fourth quarter of 2014 summarizes and organizes the funds allocated and percentage of disbursements by state. According to the report, disbursements and funds deployed exceeded $1 billion.
CDFIs Stepping into the Breach: An Impact Evaluation—Summary Report Members only Login
In this report by the U.S. Department of Treasury, the impact of Community Development Financial Institutions (CDFI) are examined. The report includes structured interviews, a detailed analysis of data, and the impact of CDFIs in neighborhoods.
IMCP Program - Application Strategy Session PresentationsMembers only Login
Launched in 2013, IMCP is a national competition that designates up to 12 manufacturing communities. In addition to national recognition, communities receive a federal liaison, promotion, and the potential for targeted investments from 11 federal...
MSRB 2014 Fact BookMembers only Login
The Municipal Securities Rulemaking Board's (MSRB) 2014 Factbook includes comprehensive and historical statistics on the municipal market. Data includes quarterly and yearly aggregate information from 2010 to 2014.
Displaying 51 - 100 of 1378 Previous | Next | New Search

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