Applications, Guidance, & Documents
APPLICATIONS
SRF LOAN PROGRAM GUIDANCE AND DOCUMENTS
The SRF Loan Program uses many of the following guidance documents and forms. Once a community has applied to the SRF Loan Program, a project pre-planning meeting will be arranged to discuss the SRF Loan Program Process.
- The SRF Process
- General Program Guidance Documents
- Preliminary Engineering Report (PER) Guidance and Documents
- Environmental Guidance and Documents
- Financing Guidance and Documents
- Compliance - Bidding and Contracts - Documents Required for Disbursement, Construction and to Obtain Federal Funding
- Disadvantaged Business Enterprise (DBE) Rule, Guidance and Documents - formerly MBE/WBE
- Request for Disbursement - for Word version click here. For Excel version click here.
- Request for Disbursement Instructions
- Davis-Bacon Wage Requirements
- Green Project Reserve (GPR) Sustainability Incentive
General Program Guidance Documents
- WWSRF Program Guidance -updated March 2011
- DWSRF Program Guidance -updated March 2011
Preliminary Engineering Report (PER) Guidance and Documents
- WWSRF PER Guidance - updated November 2010
- WWSRF Preliminary Design Summary Form
- DWSRF PER Guidance - updated November 2010
- Public Notice Guidance for WWSRF Projects | DWSRF Projects
- Signatory Authorization Resolution
- PER Acceptance Resolution
- Land Acquisition Guidance
Environmental Guidance and Documents
- Environmental Discussion Guidance- updated February 2011
- Environmental Graphics Guidance - updated May 2012
- Samples of Acceptable Graphics
- Farmland Conversion Impact Rating Form Guidance
- U.S. Dept. of Agriculture Farmland Conversion Impact Rating Form - U.S. DOA Form NRCS-CPA-106
- U.S. Dept. of Agriculture Farmland Conversion Impact Rating Form and Guidelines - U.S. DOA Form AD-1006
- Farmland Protection Policy Act (FPPA)
Financing Guidance and Documents
- SRF Financing
- Current SRF Program Interest Rates
- Due Diligence Instructions
- Required Due Diligence Checklist | Word Version
- Due Diligence Form
- U.S. EPA Guidance: Building Support for Increasing User Fees
- Facsimile-Email Instructions Authorization - Blank
- Incumbency Certificate - Blank
Compliance - Bidding and Contracts
General Bidding Guidance
Compliance Forms
- U.S. EPA Pre-award Compliance Review Report Form - U.S. EPA Form 4700-4
- SRF Compliance Form and Addenda-updated April 2011
Front-End Document Certification and Addenda Forms
- Front End Document Certification Form for Traditional SRF Loans - Updated July 2011
- Attachment A: Form WH-347
- Attachment B: Required Provisions Related to Davis-Bacon Act and Related Acts
- Attachment C: Required Contract Provisions Related to Wage-Fringe Benefit Certification
- Attachment D: IFA Wage-Fringe Benefit Certification Form
- Attachment E: Required Contract Provision Related to Suspension and Debarment
- Attachment F: Required Bid Instruction Related to GPR Components
- Attachment G: Required GPR Bid Breakdown
- Attachment H: Required Final Bid Summary
*Where applicable, each Attachment must be submitted to and/or reviewed by SRF as a condition of loan closing.
Disadvantaged Business Enterprise (DBE) Rule
Forms and Contract Provisions
- Sample Letter regarding Semi-Annual DBE Reporting
- MBE/WBE Good Faith Effort's Worksheet-Updated February 9, 2012
- Bidder's List-Updated March 1, 2011
- DBE Packet-Updated February 10, 2012
DBE Reporting
- U.S. EPA DBE Utilization Under Federal Grants, Cooperative Agreements and Interagency Agreements Form and Instructions - U.S. EPA Form 5700-52A
- Reporting Schedule
-
Davis-Bacon Wage Determinations information for the State of Indiana
Green Project Reserve (GPR) Sustainability Incentive
- U.S. EPA GPR Guidance for Determining Project Eligibility for Drinking Water and Wastewater Projects
- U.S.EPA GPR Quick Reference Guide Examples Summary for Drinking Water | Wastewater Projects
- GPR Sustainability Incentive Checklists for Drinking Water | Wastewater Projects
- GPR Sustainability Incentive Certificate of Completion
Online Services
Top FAQs I Want To...
- Obtain a low-interest loan for a drinking water project.
- Obtain a low-interest loan for a wastewater project.
- Learn about how to save on my interest rate with a Nonpoint Source project.
- Obtain a Special Appropriation for a project in my community.
- See SRF's current interest rates.
- Obtain a grant to remediate Arsenic from my system's drinking water.
