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Local Debt Additional Transcript Requirements (ATR) Form

The data form required before closing on certain local government debt, and the related Attorney General Section 1202.008 form.

What the form is

BRB calls it the Local Debt Additional Transcript Requirements (ATR) Form.

It is the local debt issuance data form required before the closing on certain local government debt obligations. Bond counsel complete it and send it with the transcript to the Attorney General's Public Finance Division, which sends the data to BRB (Texas Government Code 1202.008).

Why BRB asks for it

BRB gets bond transcript information from the Public Finance Division of the Attorney General's Office and from the Comptroller of Public Accounts.

BRB also requires various data on bonds and other debt obligations that local governments issue, under Texas Government Code Section 1202.008.

Texas Government Code 1202.008: The Attorney General may collect the terms of the securities, debt service and other items in the form the Bond Review Board requires. The Attorney General sends the data to BRB.

The Section 1202.008 form

The same workbook is the Office of the Attorney General - Public Finance Division - Texas Government Code §1202.008 Form.

If your software prompts you, click "Enable Editing" to view the full form.

Questions BRB answers about the form

This is a competitive issue and doesn’t have an underwriter?

The initial purchaser is acting as the underwriter for this transaction.

Do all the firm names need to be provided along with each cost of issuance fee?

Yes, when completing the cost of issuance section of the form, please provide all fees and firm names associated with each fee. For example, if a transaction has a printing fee, please provide the firm to whom that fee was paid.

What should I do if a firm waives their fee on the transaction?

Put NONE in the fee section next to the firm name.

Where should the private placement fee be placed on the Additional Transcript Requirement sheet?

A row for the private placement fee was added to section 31 of the form in May 2015. Prior to the release of the new form, the private placement fee was to be included under section 31 on the row labeled Misc. Cost of Issuance labeled as Placement fee ($000.00).

How do I enter Misc Cost of Issuance?

If the Misc COI is over $5,000 further breakout of the costs is required. Add an additional line for each Misc Cost. underneath the Misc Cost of Issuance row in the Excel file.

In section 31, how should the Underwriting Spread be completed?

For a negotiated sale the underwriting spread should be broken out into the following categories, as applicable: Takedown; Management Fee; Underwriter Counsel; Spread Expenses. For a competitive sale the underwriting fee should be broken out between the takedown and spread expenses as well as any applicable management fees.

Is the Bond Insurance included in the underwriting spread?

No, Bond Insurance should only be put in the Bond Insurance Section of the form.

Where do I put the Permanent School Fund fee?

The Permanent School Fund is considered Bond Insurance, and the fee should be placed in the Bond Insurance section of the form. Please indicate that the fee paid is for the Permanent School Fund Bond Guarantee Program.

Questions

Send questions to Local Debt Analysts.

Sources

Content from BRB's pages, captured 10/3/2026: BRB: Local Government Services; BRB: Local Forms