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
Wisconsin State Housing Tax CreditMembers only
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The changes and trends in the affordable housing industry have a large impact on Wisconsin communities. Continuing to provide an adequate number of homes affordable to low and moderate income households is increasingly difficult. Luckily, there are...
IRS Revenue Procedure for Opportunity Zones
This revenue procedure provides guidance to the Chief Executive Officers of any State, any possession of the United States, and the District of Columbia regarding the procedure for designating population census tracts as Qualified Opportunity Zones.
Financing for Attainable HousingMembers only
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Jim Carras discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.
Financing for Attainable HousingMembers only
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Mitch Rosenstein discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.
Financing for Workforce HousingMembers only
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Brian Swanton discusses the workforce housing movement in Arizona, presents different financing tools for that can be assembled to address the gap needed to make workforce housing available, and presents some completed workforce housing case studies.
Financing for Workforce HousingMembers only
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Marcos Ysmael discusses the workforce housing movement in Arizona, presents different financing tools for that can be assembled to address the gap needed to make workforce housing available, and presents some completed workforce housing case studies.
Financing for Workforce HousingMembers only
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Corky Poster discusses the workforce housing movement in Arizona, presents different financing tools for that can be assembled to address the gap needed to make workforce housing available, and presents some completed workforce housing case studies.
Arbitrage Compliance Guide for IssuersMembers only
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This publication is a basic guide to the yield restriction and rebate requirements from the IRS. Understanding the arbitrage requirements can help issuers and conduit borrowers comply with their obligations and prevent violations of the arbitrage...
SC Financing for Workforce/Affordable Housing Members only
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Ivory Mathews discusses how important contributor's to a community's workforce are in need of affordable housing close to their jobs. Workforce housing produces a more sustainable local economy which allows workers to afford to live near their place...
Primer On Monitoring Post-Issuance ComplianceMembers only
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This audio cast from the IRS covers the importance of implementing post-issuance compliance procedures and regularly monitoring those procedures to preserve the status of tax-advantaged bonds over the entire life of the bonds. Tax-advantaged bonds,...
Conduit Issuer ResponsibilitiesMembers only
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This is part two, Conduit Issuer Responsibilities, of a three-part series for conduit issuers of tax-exempt financing This module focuses on some of the responsibilities conduit issuers have in ensuring, compliance necessary to retain the...
Advanced Topics in ArbitrageMembers only
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This lesson from the IRS reviews the elements of the different derivative and hedge products used in the municipal market. Derivative structures often involve credit enhancement in various forms. This lesson also reviews the requirements and...
IRS Publication 4077: 501(c)(3) BondsMembers only
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This publication from the IRS describes rules that apply to a particular type of qualified private activity bonds: qualified 501(c)(3) bonds. This Publication also addresses practices and steps an issuer or 501(c)(3) organization can take to protect...
New Clean Renewable Energy BondsMembers only
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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...