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 | General Information/Authorization - Submit an original form for all applications and/or amendments. | Word | N/A | |
| IFA Schedule #2 Application and Amendment Form | 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 | Debt Description - Submit this form with details of the debt applicable to a specific allotment for each application and/or amendment. | Word | N/A | |
| IFA Schedule #4B Application and Amendment Form | 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. The reported costs must correspond to information used in Schedule 4C. | Word | N/A | |
| IFA Schedule #4C Application Form | 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 adjustments for ineligible (refunded debt not included in the specific allotment) or nonqualified debt (as reported in Schedule 4B). | 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 if the refinancing instrument is a multipurpose issue or partially refinances the approved debt. | N/A | Excel | |
| IFA Schedule #4D Application and Amendment Form | Calculation of Weighted Average Maturity - Submit this form at initial application and again for the first amendment to reflect final debt information. | N/A | Excel | |
| IFA Schedule #4E Amendment Form for Partial and Multipurpose Refinancing | Refunding Bond Requirements and Calculations - Submit this form to demonstrate present value savings for any refinancing, whether a multipurpose issue or a partial refinance issue, of IFA approved debt. | N/A | Excel | |
| IFA Schedule #6A Application and Amendment Form | Provisions and Assurances (Required) - Submit this form to confirm acceptance of all requirements described on this schedule. | Word | N/A |
Contact Information
For additional information, contact:
Wendell McBride
wendell.mcbride@tea.texas.gov
Bruno Maples
bruno.maples@tea.texas.gov