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Instructional Facilities Allotment (IFA) Application Forms/Schedules

 

IFA Application/Form

Description

Word Link

Excel Link

PDF Link

IFA Schedule #1 Application and Amendment Form  General Information/Authorization - Original signed copy required for all applications and/or amendments.  Word   PDF
IFA Schedule #2 Application and Amendment Form  Certification for Projects by More Than One District - This form is for use when a project is being proposed by multiple districts. Word   PDF
IFA Schedule #4A Application and Amendment Form  Debt Description - Details regarding debt applicable to a specific allotment are required for each application and/or amendment.  Word   PDF
IFA Schedule #4B Application and Amendment Form  Project Descriptions - Districts must detail applicable projects as well as corresponding estimated or final costs. The total reported costs must equal or exceed the amount of new debt issued in the original application and also must correspond to information used in Schedule 4C.  Word   PDF
IFA Schedule #4C Application Form  Allocation of Debt Service - This form is used for reporting annual debt service information that corresponds to final official documents as the information relates to IFA. Adjustments for ineligible (refunded debt not included in the specific allotment) or nonqualified debt (as reported in Schedule 4B) must be reflected in this form.    Excel PDF
IFA Schedule #4C Amendment Form for Partial or Multipurpose Refinancing Allocation of Debt Service (same as above) - This form is in a spreadsheet format, with options for first refinancing and second or subsequent refinancing. This form is used at refinancing if the refinancing instrument is a multipurpose issue or partially refinances the approved debt.    Excel PDF
IFA Schedule #4D Application and Amendment Form  Calculation of Weighted Average Maturity - This form is required at initial application and again at first amendment to reflect final debt information.    Excel PDF
IFA Schedule #4E Amendment Form  Refunding Bond Requirements and Calculations - This form is required for demonstrating savings and present value savings. For amended applications, this Schedule #4E should be submitted for full refundings only.    Excel PDF
IFA Schedule #4E Amendment Form for Partial and Multipurpose Refinancing  Refunding Bond Requirements and Calculations (same as above) - This form is in a spreadsheet format, with options for first refinancing and second or subsequent refinancing. This form is used at refinancing if the refinancing instrument is a multipurpose issue or partially refinances the approved debt.    Excel PDF
IFA Schedule #6A Application and Amendment Form  Provisions and Assurances - Required - This form is used to indicate acceptance of all requirements described on this schedule.  Word   PDF

For additional information, contact:

Office of School Finance
Jacquie Pree
(512) 475-1217
jacqueline.pree@tea.state.tx.us  

Page last modified on 3/6/2013 01:26:51 PM.