Tax-Exempt Bond Case Study

Project Submission Form

Tax-exempt Industrial Development Bonds are currently under attack on many fronts. To save this valuable tool for the expansion of small manufacturers, CDFA must defend the value of these bonds to Congressional leaders. CDFA is collecting case studies of successful IDB projects in support of manufacturing jobs from member organizations to strengthen its defense of these valuable development resources. By submitting a case study, you can help CDFA advocate for Congressional support of Industrial Development Bonds.

This 11-item project submission form requires ready access to the project details (e.g., financing amounts, firms involved, jobs created) and should be completed by individuals with extensive knowledge of each IDB deal. Issuers, underwriters, bond counsels and others are encouraged to submit project case studies and are welcome to submit multiple entries. For questions concerning this form or CDFA's bond finance research, contact Catherine Feerick at cfeerick@cdfa.net. Thank you for participating.

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* 1. Please provide contact information so that CDFA can contact you for clarification or further information concerning this case study. Format information as follows: Name, Title, Organization, Email Address, Phone Number. This information will not be published.

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* 2. What is the name of the finance agency or issuer?

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* 3. In which state did the project take place?

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* 4. Please provide the city and/or county in which the project occurred.

City:

County:

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* 5. What is the name and year of the project?

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* 6. Provide a brief description of the project. Please include the economic importance of this project to the community.

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* 7. What was the project financing amount?

$ Tax-exempt portion only:

$ non-Tax-exempt portion:

$ Financing total:

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* 8. What other financing tools (e.g., tax credit, taxable bond, loan, etc.) were used in the project, if any? Please list all that apply.

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* 9. Please list all underwriting firms involved in the project:

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* 10. Please name all bond counsel firms involved in the project:

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* 11. How many jobs were created or retained through the project? This is a very important factor to Congressional consideration.

Number created:

Number retained:

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* 1. Please provide contact information so that CDFA can contact you for clarification or further information concerning this case study. Format information as follows: Name, Title, Organization, Email Address, Phone Number. This information will not be published.

Question Title

* 2. What is the name of the finance agency or issuer?

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* 3. In which state did the project take place?

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* 4. Please provide the city and/or county in which the project occurred.

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* 5. What is the name and year of the project?

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* 6. Provide a brief description of the project. Please include the economic importance of this project to the community.

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* 7. What was the project financing amount?

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* 8. What other financing tools (e.g., tax credit, taxable bond, loan, etc.) were used in the project, if any? Please list all that apply.

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* 9. Please list all underwriting firms involved in the project:

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* 10. Please name all bond counsel firms involved in the project:

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* 11. How many jobs were created or retained through the project? This is a very important factor to Congressional consideration.

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* 12. Is there any other information that would be useful to understand this tax-exempt bond project?