Receipt
2027 Application for Allocation of Private Activity Bonds
Sample receipt — fictional filing. These fixed example answers were never filed. Return to the start page.
Application number 27-001
Portal reference DEMO-2026-000001
Quote application number 27-001 when contacting the Texas Bond Review Board.
Received
- Amount requested
- $12,500,000
- Fee due
- $500.00
- Payment deadline
The fee must reach the Comptroller between September 30, 2026 and October 8, 2026. If the fee arrives after October 8, 2026, the filing is incomplete (34 TAC 190.5(a)).
Pay by check sent by overnight mail or messenger to the Comptroller of Public Accounts, Item Processing – Lock Box Section, 208 E. 10th Street, Austin, TX 78701, payable to the Texas Bond Review Board, or use the Comptroller's ACH transfer portal. The Texas Bond Review Board does not accept fees.
What happens next
Received before the lottery deadline (October 20, 2026, 5:00 PM Central Time). It enters the lottery once staff find it complete; the lottery is tentatively set for November 1, 2026 to November 15, 2026.
Where your filing is
As of 10/7/2026
-
Received
Done
· Avery Morgan
Application 27-001 in the order received for the 2027 program year. A real application is listed on the PAB status page.
- Under review Not yet
- Complete or returned Not yet
- Reservation Not yet
The PAB Administrator reviews the filing. If anything is missing it is returned to you with a note. Questions: Program Administrator, (512) 463-1741, brbpab@brb.texas.gov.
What you filed
Submitted 10/7/2026
Step 1 · Project and issuerHomebuyer Program 2027 · Example Housing Finance Corporation
Project
- Project name
- Homebuyer Program 2027
- Number of facilities (or residential rental projects) in this application
- 1
1. Issuer information
- Issuer name
- Example Housing Finance Corporation
- Issuer's mailing address
- 100 Main Street, Suite 400
Example, TX 78000 - Contact name
- Avery Morgan
- Contact phone
- 512-555-0170
- Date of incorporation
- 3/12/1984
2. Government unit(s) information
- Government unit name
- City of Example, Texas
- Government unit's mailing address
- 100 Main Street
Example, TX 78000 - Contact name
- Jordan Rivera
- Contact phone
- 512-555-0142
3. Borrower/User information
- Borrower name
- Eligible first-time homebuyers
- Borrower's mailing address
- c/o Example Housing Finance Corporation
100 Main Street, Suite 400, Example, TX 78000 - Contact name
- Avery Morgan
- Contact phone
- 512-555-0170
- Corporate structure
- Individual homebuyers; no corporate borrower
- Date of incorporation or formation of partnership
- Not reported
4. Bond counsel information
- Name of firm
- Example & Partners LLP
- Bond counsel's mailing address
- 200 Example Avenue, Suite 1200
Example, TX 78001 - Contact name
- Casey Nguyen
- Contact phone
- 512-555-0188
- Contact's assistant name
- Riley Brooks
- Contact's assistant phone
- 512-555-0189
Step 2 · Location and amountExample County · ZIP 78000 · $12,500,000
5. Project information
- Describe the proposed project
- A single family mortgage revenue bond program for first-time homebuyers of low and moderate income in the City of Example: below-market, 30-year fixed-rate mortgage loans with down payment assistance. The 2027 program is expected to finance about 50 loans.
6. Project location
- Street address (must include zip code and county; will not process without zip code and county)
- Citywide program, City of Example
Example County, TX 78000 - County
- Example County
- Zip code
- 78000
- Legal description (for multi-family projects)
- Not reported
- If project is for single family mortgage loans, all zip codes in the lending area must be disclosed below
- 78000, 78001, 78002, 78003, 78004, 78005, 78006, 78007
7. Requested amount
- Indicate amount of reservation requested
- $12,500,000
8. Reservation and bond information
- Qualified bond type
- b. Qualified Mortgage Bond
- Number of jobs to be created
- Not reported
- Number of jobs to be retained
- Not reported
- Federal provision for a nonqualified bond
- Not reported
- Is this a state-voted issue?
- No
- Previous application – does an application remain in-line or reserved for the same project during this calendar year?
- No
- Sufficient carryforward for the same purpose in a prior year?
- No
- Unexpended proceeds for the same purpose from an earlier issue?
- No
- Are the bonds for the same stated purpose as an ongoing MCC program?
- No
Step 3 · Certificate distributionElectronic (Certificates will be sent via email)
9. Distribution instructions for certificates of reservation/allocation
- Please indicate who should receive the certificates
- Bond Counsel
- Name of firm
- Example & Partners LLP
- Contact name and phone number
- Casey Nguyen
- Street address
- 200 Example Avenue, Suite 1200
Example, TX 78001 - Preferred certificate delivery method
- Electronic (Certificates will be sent via email)
- Account number
- Not reported
- Other carrier (specify)
- Not reported
10. Email distribution
Recipient 1
- Name
- Avery Morgan
- Email address
- avery@example.gov
Recipient 2
- Name
- Casey Nguyen
- Email address
- casey@example.gov
Recipient 3
- Name
- Jordan Rivera
- Email address
- finance@example.gov
Step 4 · Application attachments7 files attached
11. Application attachments (Mark all that apply and attach applicable items)
- Attachments to include (mark all that apply)
- D. Trustee or Mortgage Servicer statement
F. Legal Counsel Opinion regarding the state's ceiling
G. Issuer's Articles of Incorporation and Bylaws
H. Issuer's Certificate of Continued Existence
L. Government Unit Resolutions - Certification regarding fees & check copy, on the form prescribed by the board
ehfc-2027-fee-certification.pdf · 182 KB · Fictional file metadata; no file was uploaded
SHA-256
db8e840e9be7b4a3da0a8169dbd772fdeaae849fbdc63efaffed0cbbd1489001- Inducement resolution or preliminary action
ehfc-inducement-resolution-2026-14.pdf · 403 KB · Fictional file metadata; no file was uploaded
SHA-256
123937d78d39095177d07be6cf6c83c50c79ab8736f5c6132523e78577692c66- Statement by trustee, and if necessary, statement by mortgage servicer of issuer (amount of unexpended proceeds, exclude recycled)
trustee-statement-unexpended-proceeds.pdf · 96 KB · Fictional file metadata; no file was uploaded
SHA-256
12063fe7bc4c9b97640e935b761a4e0acb84ea46af4a198a9e696fda891304f1- Legal counsel opinion (state's ceiling)
bond-counsel-opinion-state-ceiling.pdf · 151 KB · Fictional file metadata; no file was uploaded
SHA-256
d5fe4e8bd179bdbf7e991f770ec08a5e2207c9f489c7bf4c1aafe99acf56010e- Issuer's certified articles of incorporation and bylaws (or update letter if on file)
ehfc-articles-bylaws-update-letter.pdf · 70 KB · Fictional file metadata; no file was uploaded
SHA-256
7a37e15895a26f3281096fdf4368f952d023c2e4ccc70a266e96ad3e70d3c89e- Issuer's certificate of continued existence
ehfc-certificate-continued-existence.pdf · 64 KB · Fictional file metadata; no file was uploaded
SHA-256
f12b87601d83a8222d490b09548d9fb3478bc871eb2e6437e7d1a6311a3e63eb- Government unit resolutions required by Gov't Code 1372.026 (MRB & MCC issues only)
city-of-example-resolution-2026-118.pdf · 228 KB · Fictional file metadata; no file was uploaded
SHA-256
40d948b846f1a5e37f2010d0dddd2b9533481c771dc0de2c6f6677458b340d0e- Other attachment (specify)
- Not reported
12. Authorized representative
- Authorized representative (individual)
- Casey Nguyen, Example & Partners LLP
Step 5 · Mortgage bond attachmentCity of Example, Texas
Qualified Mortgage Bond Attachment (MUST be completed for all single family housing applications!)
- Government units on whose behalf the issuer was created
- City of Example, Texas
- Local government units with overlapping mortgage bond authority
- Example County, Texas
- Units that assigned mortgage bond authority for 2027
- None
- Population used for the reservation request
- 152,400
- Population source
- U.S. Census Bureau, 2020 Decennial Census
- Maximum application amount
- $28,192,000
smaller of ($24,000,000 + ((152,400 − 100,000) × $80)) and larger of $50,000,000 and (4,280,825,835 × $0.017) = $28,192,000
- Exchange bond authority for mortgage credit certificates?
- No
- If yes, how much authority will be exchanged? (please provide an amount.)
- Not reported
- Has the issuer ever received a reservation for mortgage revenue bonds or mortgage credit certificates?
- Yes
- If yes, what was the most recent date of reservation?
- 1/15/2025
- State the government unit(s) for which the local population was based for the above reservation
- City of Example, Texas
- State the most recent closing date of qualified MRBs or MCCs by the issuer
- 6/12/2025
- State the government unit(s) for which the local population was based for the issuance of bonds
- City of Example, Texas
- Most recent MRB or MCC closing available to the issuer’s population
- 6/12/2025
- Most recent closing through another housing finance corporation
- Not reported
- MRB program size
- $12,000,000
- MRB mortgage rate (%)
- 5.875%
- MRB loans made
- 41
- Total value of MRB loans
- $8,760,000
- Unoriginated MRB amount
- $1,240,000
- Was the MRB program refunded or redeemed?
- No
- If refunded, when?
- Not reported
- New MRB mortgage rate (%)
- Not reported
- MRB loans from refunding
- Not reported
- Value of MRB loans from refunding
- Not reported
- Current unexpended proceeds available to the issuer
- $1,240,000
- MCC program size
- Not reported
- MCC certificates issued
- Not reported
- Total MCC amount
- Not reported
- Uncommitted MCC amount
- Not reported
- MCC program end date
- Not reported
- Reason for origination below 80% in the last program
- Not reported
- How will outcomes/results be different if you establish a 2027 program?
- 41 first-time homebuyer loans totaling $8,760,000 were originated in the 2025 program.
Step 6 · Utilization worksheetUtilization 87.6% · applicable 100%
M. Qualified Mortgage Bond Utilization Percentage Calculation Worksheet (MUST be completed for all single-family housing applications submitted on or before July 14 of the program year!)
- Date of last PAB allocation
- 1/15/2025
- New allocation received in the last allocated round
- $10,000,000
- Total bond proceeds associated with the last allocation
- $12,000,000
- Bond proceeds deposited into a debt service reserve fund
- $0
- Proceeds from taxable bonds
- $1,000,000
- Tax-exempt proceeds from outside the last allocation
- $1,000,000
- Proceeds available for new mortgage loans
- $10,000,000
((($12,000,000 − $0) − $1,000,000) − $1,000,000) = $10,000,000
- Last allocation funds spent on mortgage loans or mortgage-backed securities
- $7,850,000
- Principal of originated loans not yet purchased or pooled
- $910,000
- Last allocation amount reserved for mortgage credit certificates
- Not reported
- Originated-loan principal utilized for mortgage credit certificates
- Not reported
- Utilization percentage
- 87.6%
(((($7,850,000 + $910,000) + $0) ÷ ($10,000,000 + $0)) × 100) = 87.6%
- Applicable utilization percentage
- 100%
100% because utilization percentage is 87.6%, at least 80%
Step 7 · Residential rental attachmentNot needed
K. Residential Rental Attachment (MUST be completed for all residential rental applications)
Not needed
Step 8 · Rental partnersNot needed
K. Residential Rental Attachment — Partners
Not needed
Step 9 · Rental related entitiesNot needed
K. Residential Rental Attachment — Related entities
Not needed
Step 10 · Fee certificationApplication fee · $500.00 · Check
Fee certification
- Payment method
- Check by overnight mail
- Date the payment was sent or submitted
- 10/6/2026
- Fee type
- Application fee
- Amount sent
- $500.00
- Typed name of bond counsel
- Casey Nguyen, Example & Partners LLP
- Name of issuer
- Example Housing Finance Corporation
- Name of user
- Eligible first-time homebuyers
- Project
- Homebuyer Program 2027
- Copy of the check or payment confirmation
check-copy-4471.pdf · 118 KB · Fictional file metadata; no file was uploaded
SHA-256
1d90f72d0a3ec47b964a4526cb0cca6feee3c9606e6ddc6dfd8e71aba72a70d1
Fee due
| Fee | Amount | Citation |
|---|---|---|
| Application fee | $500.00 | Gov't Code 1372.006(a)(1) |
| Total fee due | $500.00 |
Application fee: 1 x $500.00 = $500.00
This is a demonstration. Nothing entered here reaches BRB. Do not enter real personal information: everything entered on this site's forms is deleted every night.
Filing details
- Portal reference
- DEMO-2026-000001
- Application number
- 27-001
- Submitted
- 10/7/2026, 2:14 PM Central Time
- Submitted by
- Avery Morgan, President
- For
- Example Housing Finance Corporation
- Status
- Received
About this receipt
This is MuniPro's demonstration; BRB has no copy of this filing, and it is deleted tonight.
Certification
The undersigned, being the duly authorized officer or member of the Issuer, hereby certifies that the information contained in this Application for Reservation and related attachments is understood to be true and correct to the best knowledge and belief of the undersigned. The undersigned certifies that he/she is familiar with the provisions of Chapter 1372, Texas Government Code, and the Texas Bond Review Board’s related rules.
Certified by Avery Morgan, President, as the Authorized Officer/Member of Issuer (not the authorized representative unless also an officer or member).
