| Notice of Intent, exempt issuers | Exempt state issuers | No set deadline; the agenda posting date picks the meeting | 34 TAC 181.2, 181.9 | Online, or Word form by email |
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| Notice of Intent, non-exempt issuers | State issuers over $250,000 or five years | 12 business days before the planning session | 34 TAC 181.2 | Online, or Microsoft Forms |
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| Lease Purchase Application | Lease-purchase applicants | 10 business days before the planning session | 34 TAC 181.3 | Online, or a signed electronic copy |
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| ESPC Application | Applicants with an energy savings contract | With the main application | 34 TAC 181.3 | Online, with the main application |
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| State Debt Application | State issuers over $250,000 or five years | 10 business days before the planning session | 34 TAC 181.3 | Online, or a signed electronic copy |
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| Derivatives Program Summary | Issuers with a swap or other derivative | With the main application | 34 TAC 181.3(d)(10) | Online, with the main application |
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| Final Report, debt issue | State debt issuers | Within 60 days of closing | 34 TAC 181.5 | Online, or Excel form by email |
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| Final Report, lease purchase | State issuers of lease purchases | Within 90 days after signing (rule) | 34 TAC 181.5 | Online, or Excel form by email |
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| CEP Reporting Exemption Form | Agencies with no qualifying projects | No separate date | SB 1, Art. IX, Sec. 11.03 | Online, or Word form by email |
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| CEP data | Agencies and universities with appropriations | Ran about 4/28/2026 to 7/1/2026 (2028-29 plan) | SB 1, Art. IX, Sec. 11.03 | THECB's web system |
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| CEP project data | Agencies and universities with appropriations | One per project, after the plan | SB 1, Art. IX, Sec. 11.03 | THECB ICPS; online demonstration |
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| Semi-annual issuer report | State debt issuers | 3/15 and 9/15 | 34 TAC 181.10 | Online, or electronic or original (rule) |
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| Swap and variable-rate event notice | State issuers with swaps or variable-rate debt | 10 business days after the event | 34 TAC 181.10 | Online, or electronic or original (rule) |
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| State lending and credit support report | Issuers 34 TAC 181.11 covers | 9/15, even-numbered years | 34 TAC 181.11 | Online, or electronic as the Board directs (rule) |