Applications Guidance & Documents
APPLICATIONS
- Wastewater SRF Application
- Drinking Water SRF Application
- Disadvantaged Communities Guidance SFY25
- Drinking Water Scoring and Ranking Worksheet
- Clean Water Scoring and Ranking Worksheet
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
- Asset Management Program Guidance and Documents
- General Program Guidance Documents
- Preliminary Engineering Report (PER) 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.
- Request for Disbursement Instructions
- Davis-Bacon Wage Requirements
- Green Project Reserve (GPR) Sustainability Incentive
- American Iron and Steel Requirements (AIS)
Asset Management Program (AMP)
- IFA Asset Management Program Update August 2022
- AMP Guidance September 2019
- AMP Checklist September 2021
- AMP Certification November 2021
- AMP Guidelines September 2021
General Program Guidelines Documents
- CWSRF Program Guidelines May 2023
- DWSRF Program Guidelines May 2023
Preliminary Engineering Report (PER) Guidance and Documents
- Preliminary Engineering Report Guidance CWSRF/DWSRF
- PER Checklist CWSRF/DWSRF
- Financial Information Form CWSRF/DWSRF
- Public Notice Guidance for CWSRF Projects |DWSRF Projects
- Signatory Authorization Resolution
- PER Acceptance Resolution
- Cost and Effectiveness Certificate
- Land Acquisition Guidance
- 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 & Due Diligence
- Current SRF Program Interest Rates
- SRF Clean Water Useful Life Worksheet
- SRF Drinking Water Useful Life Worksheet
Compliance - Bidding and Contracts
General Bidding Guidance
Compliance Forms
- Front-End Document Certification Form (updated 12/2023)
- Front-End Document Certification Form (updated 12/2023) Word Document
- Attachment A: Required Contract Provisions Related to Nondiscrimination and Equal Opportunity Employment
- Attachment B: Required Contract Provisions Related to Davis-Bacon Act and Related Acts
- Attachment C: Required Contract Provisions Related to Wage-Fringe Benefit Certification
- Attachment D: Required Contract Provisions Related to Disadvantaged Business Enterprise (DBE) Efforts
- Attachment E: Contract Provisions Related to Suspension and Debarment
- Attachment F: Required Bid Instruction Related to GPR Components
- Attachment G: GPR Bid Breakdown
- Attachment H: GPR Final Bid Summary
- Attachment I: Required Contract Provisions Related to American Iron and Steel
- Attachment J: Required Certification From Contractor Related to American Iron and Steel
- Attachment K: Useful Life Certification Wastewater / Drinking Water
- Attachment L: Required Contract Provisions Related to Certain Telecommunication and Video Surveillance Services and Equipment
- Attachment M: Required Contract Provisions Related to Build America, Buy America Act (BABA)
- Attachment N: Required Certification from Contractor Related to the Build America Buy America Act
*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
- MBE/WBE Good Faith Effort's Worksheet
- Bidder's List
- DBE Packet
- OEE 1
- OEE 2
- For application for Disadvantage Business Enterprise classification go to http://water.epa.gov/.
DBE Reporting
- DBE Reporting is required of Equivalency projects on an annual basis.
- U.S. EPA DBE Utilization Under Federal Grants, Cooperative Agreements and Interagency Agreements Form and Instructions - U.S. EPA Form 5700-52A
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