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SRF Applicant Guide
SRF Applicant Guide
State Revolving Fund loan applicant process guide
This is intended to serve as a guide for applicants to provide a general overview of the loan process for the Clean Water State Revolving Fund (CWSRF), Strategic Water Quality Initiatives Fund (SWQIF), and the Drinking Water State Revolving Fund (DWSRF). All mentioned forms and guidance documents are available from the SRF Forms and Guidance webpage. If you have specific questions, contact your assigned EGLE SRF Project Manager.
Project Planning
Submit draft project planning document to EGLE for review, recommended at least 60 days prior to submission of final document.
Helpful Resources:
- CWSRF Eligibility Guidance
- DWSRF Eligibility Guidance
- SWQIF Eligibility Guidance
- CWSRF Project Planning Guidance
- DWSRF Project Planning Guidance
- CWSRF Nonpoint Source Project Plan Preparation Guidance
- Equivalency Project Planning
- Tribal Contact List
- SRF Overburdened Communities website
- SRF Scoring Criteria website
May 1 (CWSRF)
June 1 (DWSRF)
Submit an Overburdened Community Status Determination form
Visit the Affordability Criteria webpage to learn moreMay 1 (CWSRF)
June 1 (DWSRF)
Final Project Planning Document Submittal
June 1
October 1
Project Priority List (PPL) scoring, Annual Intended Use Plan (IUP), and Public Hearing
EGLE will score and rank projects to establish the fundable range. Draft documents are published in summer with public hearings in scheduled in September. A final IUP for both programs will be published by October.
Milestone Schedule
Based on selected financing quarter EGLE will draft a milestone schedule (project schedule), and contact applicant for review and signature.
Per project schedule
Environmental Assessment (EA) and Finding of No Significant Impact (FNSI)
This document is issued by EGLE. Once published, applicants should share with residents and other interested stakeholders.
Per project schedule
Submit draft and final Plans and Specifications (P&S) to EGLE for review and approval
Per project schedule
Submit Part I Application (financial information)
Helpful Resources:
Per project schedule
Submit Part II Loan Application (cost documentation)
Per project schedule
Publish Bid Advertisement
Publish bid advertisement in a state-wide source.
Per project schedule
Open Bids
Open bids 30 days after bid ad publication.
Per project schedule
Submit Part III Application (bid information).
Helpful Resources:
- CWSRF/SWQIF Loan Application Part III
- DWSRF Loan Application Part III
- Fiscal Sustainability Plan (FSP) Guidance (CWSRF only)
- QBS Certification Form (CWSRF Equivalency Only)
Per project schedule
Order of Approval (OOA) and Loan Closing
EGLE issues OOA to establish loan amount. Applicant attends conference call with Treasury and signs loan documents.
within 60 days
Construction Contract Award
Issue Notice to Proceed and execute contract(s). Submit both to EGLE.
1st within 90 Days
Then quarterly
Disbursement Requests (DR)
Submit eligible costs to EGLE for reimbursement (up to two DRs can be processed per month).
Helpful Resources:
Administrative Completion
Final verification of costs with EGLE, and submit final disbursement request.
Helpful Resources: