Instructional Facilities Allotment Application Forms & Schedules
The Instructional Facilities Allotment (IFA) program provides assistance to school districts in making debt service payments on qualifying bonds or lease-purchase agreements. Bond or lease-purchase proceeds must be used for the construction or renovation of an instructional facility. The program was enacted by House Bill 1 of the 75th Legislature.
For more information, see the IFA main page.
| IFA Application/Form | Descriptions | Word Link | Excel Link | PDF Link |
|---|---|---|---|---|
| IFA Schedule #1 Application and Amendment Form聽 | General Information/Authorization - Submit an original form for all applications and/or amendments.聽 | Word | N/A | |
| IFA Schedule #2 Application and Amendment Form聽 | Certification for Projects by More Than One District - Submit this form when a project is being proposed by multiple districts. | Word | N/A | |
| IFA Schedule #4A Application and Amendment Form聽 | Debt Description - Submit this form with details聽of the聽debt applicable to a specific allotment for each application and/or amendment.聽 | Word | N/A | |
| IFA Schedule #4B Application and Amendment Form聽 | Project Descriptions - Submit this form with project details and the corresponding estimated or final costs. The total reported costs must equal or exceed the amount of new debt issued in the original application.聽The reported costs聽must correspond to information used in Schedule 4C.聽 | Word | N/A | |
| IFA Schedule #4C Application Form聽 | Allocation of Debt Service - Submit this form to report annual debt service information related to the IFA that corresponds to the final official documents. Use this form to show聽adjustments for ineligible (refunded debt not included in the specific allotment) or nonqualified debt (as reported in Schedule 4B).聽 | N/A | Excel | |
| IFA Schedule #4C Amendment Form for Partial or Multipurpose Refinancing | Allocation of Debt Service - Submit this spreadsheet for first refinancing as well as second or subsequent refinancing. Use this form聽 if the refinancing instrument is a multipurpose issue or partially refinances the approved debt.聽 | N/A | Excel | |
| IFA Schedule #4D Application and Amendment Form聽 | Calculation of Weighted Average Maturity - Submit this form at initial application and again for the first amendment to reflect final debt information.聽 | N/A | Excel | |
| IFA Schedule #4E Amendment Form for Partial and Multipurpose Refinancing聽 | Refunding Bond Requirements and Calculations - Submit this聽form to demonstrate聽present value savings for any refinancing,聽whether a multipurpose issue or a partial refinance issue, of IFA聽approved debt.聽 | N/A | Excel | 笔顿贵听 |
| IFA Schedule #6A Application and Amendment Form聽 | Provisions and Assurances (Required) -聽Submit this form to confirm聽acceptance of all requirements described on this schedule.聽 | Word | N/A |
Contact Information
For additional information, contact:
Wendell McBride
wendell.mcbride@tea.texas.gov
Bruno Maples
bruno.maples@tea.texas.gov