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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.

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IFA Application/Form

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Descriptions

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Word Link

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Excel Link

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PDF Link
IFA Schedule #1 Application and Amendment FormÌý General Information/Authorization - Submit an original form for all applications and/or amendments.Ìý Word Ìý PDF
IFA Schedule #2 Application and Amendment FormÌý Certification for Projects by More Than One District - Submit this form when a project is being proposed by multiple districts. Word Ìý PDF
IFA Schedule #4A Application and Amendment FormÌý Debt Description - Submit this form with detailsÌýof theÌýdebt applicable to a specific allotment for each application and/or amendment.Ìý Word Ìý PDF
IFA Schedule #4B Application and Amendment FormÌý 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.ÌýThe reported costsÌýmust correspond to information used in Schedule 4C.Ìý Word Ìý PDF
IFA Schedule #4C Application FormÌý 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 showÌýadjustments for ineligible (refunded debt not included in the specific allotment) or nonqualified debt (as reported in Schedule 4B).Ìý Ìý Excel PDF
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 formÌý if the refinancing instrument is a multipurpose issue or partially refinances the approved debt.Ìý Ìý Excel PDF
IFA Schedule #4D Application and Amendment FormÌý Calculation of Weighted Average Maturity - Submit this form at initial application and again for the first amendment to reflect final debt information.Ìý Ìý Excel PDF
IFA Schedule #4E Amendment Form for Partial and Multipurpose RefinancingÌý Refunding Bond Requirements and Calculations - Submit thisÌýform to demonstrateÌýpresent value savings for any refinancing,Ìýwhether a multipurpose issue or a partial refinance issue, of IFAÌýapproved debt.Ìý Ìý Excel PDFÌý
IFA Schedule #6A Application and Amendment FormÌý Provisions and Assurances (Required) -ÌýSubmit this form to confirmÌýacceptance of all requirements described on this schedule.Ìý Word Ìý PDF

For additional information, contact:

Division of State Funding
Wendell McBrideÌý Ìý(512) 463-7298, wendell.mcbride@tea.texas.gov


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