Application Forms

Agreement Form

  • Form 50-826 Texas Economic Development Act Agreement (2016) (PDF)
    To be used by the applicant and school district as a template for a value limitation agreement. The school district submits a draft agreement to the Comptroller for review and approval. Applies to agreements executed on or after January 24, 2016.

Reporting Forms

The Comptroller's office has postponed the 2018 deadline for the Job Creation Compliance Report. All companies are now requested to submit Form 50-825 by August 15, 2018 (instead of June 15, 2018 as in previous years).

The Comptroller’s office proposed changes to Form 50-773A Biennial Progress Report and Form 50-827 Biennial School District Cost Data Request and TAC §9.1052 ("Forms") in the January 12, 2018 Texas Register. Two versions of each type of form were proposed. Following a public comment period ending February 11, 2018, the Comptroller’s office announced adoption of new TAC §9.1052 in the March 16, 2018 Texas Register. Final versions of the forms – effective March 22, 2018 – are below.

Chapter 313 reporting requirements for this year are as follows – all companies with agreements executed before June 1, 2018 are required to submit annual and biennial reporting forms.

The Comptroller's office has postponed the 2018 deadline for the Annual Eligibility Report (Form 50-772A). All companies with agreements executed before June 1, 2018 are now requested to submit Form 50-772A to the school district by June 15, 2018 (instead of May 15, 2018 as in previous years). School districts are required to ensure the completeness and accuracy of the information in Form 50-772A and to forward Form 50-772A to the Comptroller's office by August 15, 2018 (instead of June 15, 2018 as in the previous years).

  • Form 50-772A Annual Eligibility Report (PDF) (Updated 03-06-2018)
    To be filled out by agreement holders and submitted by an authorized representative of each company to the school district by June 15, 2018 using information from the previous tax (calendar) year (2017). School districts should review the submitted forms, retain the original and submit pdf scans of the completed and signed forms and any attachments to the Comptroller's office by August 15, 2018.
  • Form 50-825 Job Creation Compliance Report (PDF)
    To be filled out by agreement holders and submitted by an authorized representative of each company directly to the Comptroller's office annually. An agreement holder completes the report only if the company is required to create jobs in the year covered by the report according to Schedule C of the agreement holder's application. The Comptroller's office requests that companies complete this form, submitting both an electronic version and a signed hard copy version -- with any attachments -- to the Comptroller by August 15, 2018. Only applies to agreements resulting from applications determined to be complete after January 1, 2014. (Updated April 18, 2018)
    Excel version of Form 50-825 (XLS)

  • Forms 50-773A and 50-773B - Biennial Progress Report Form.
    [Revised Forms]

    To be filled out by agreement holders and submitted by an authorized representative of each company to the school district each even-numbered year. The Comptroller has set June 15, 2018 as the due date for this form in 2018. The school districts must forward the form to the Comptroller’s office by August 15, 2018. New Form 50-773A will collect information for projects with applications deemed complete prior to January 1, 2014 ("three-digit projects"), and Form 50-773B will collect information for projects with applications deemed complete after that date ("four-digit projects"). The forms are now electronic-only spreadsheets. Hard copy paper Forms 50-773A or 50-773B will no longer be accepted. Copies of final 2018 Form 50-773A and Form 50-773B are posted below. School districts will use data from these forms to complete the "CDR" form they are required to submit to the Comptroller's office (see below).

    Copy of 2018 Three-Digit Form 50-773A — Biennial Progress Report Form (XLSX)
    Copy of 2018 Four-Digit Form 50-773B — Biennial Progress Report Form (XLSX)

  • Form 50-827A and Form 50-827B - Biennial School District Cost Data Request ("CDR").
    [Revised Forms]

    In 2018, school districts will be required to submit Biennial School District Cost Data Request Forms to the Comptroller's office by August 15, 2018. Consistent with the proposed Form 50-773A and Form 50-773B, two new versions of the Form 50-827 were adopted for three-digit projects and four-digit projects. In this year’s collection cycle (Summer 2018), school districts will submit completed Form 50-827A or Form 50-827B, as applicable. The forms are now electronic-only spreadsheets. Hard-copy paper Forms 50-827A or 50-827B will no longer be accepted. Copies of final Form 50-827A and Form 50-827B are posted below.

    Copy of 2018 Three Digit Form 50-827A — Biennial School District Cost Data Request (XLSX)
    Copy of 2018 Four Digit Form 50-827B — Biennial School District Cost Data Request (XLSX)
Disclaimer

This information should not be construed as, and is not a substitute for, legal advice.

Property owners and school districts are urged to consult the Attorney General's Economic Development Handbook and their own legal counsel for any questions or interpretations of economic development laws.