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State Revolving Fund - Overburdened Community Definition and Scoring Criteria

The FY24 Overburdened Determination Worksheet below must be filled out and submitted by any FY24 State Revolving Fund project applicant wishing to have an Overburdened Determination done. The FY24 Overburdened Determination Calculation Template is not required but allows the applicant to complete a preliminary determination themselves.

Contact

Water Infrastructure Funding & Financing Section
EGLE-WIFFS@Michigan.gov
517-284-5433

Overburdened Determination Worksheet Deadlines

To have an overburdened calculation completed for FY24 projects the FY24 Overburdened Determination Worksheet must be emailed by:

  • CWSRF – May 1st
  • DWSRF – June 1st

If EGLE has not received a worksheet by these dates the overburdened points will be illustrated as 0 on the project priority list.

For communities working on completing an income survey:

Submit an Overburdened Determination Worksheet with the current census numbers by the May/June dates listed above and indicate you are working on completing an income survey. The income survey must be complete and reviewed by EGLE prior to the dates below to be used for FY24 projects.

  • CWSRF – June 1st
  • DWSRF – July 1st

The table below will be used to complete all FY24 determinations; use it to complete the Overburdened Determination Worksheet and Overburdened Determination Calculation Template.

 

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  • (1) “Overburdened community” means a municipality in which all of the following conditions are met:

    (a) Users within the area served by a proposed drinking water project, sewage treatment works project, or stormwater treatment project are directly assessed for the costs of construction.

    (b) The median household income of the area served by a proposed drinking water, sewage treatment works project or stormwater treatment project does not exceed 100% of the statewide median annual household income for this state.

    (c) The municipality demonstrates at least one of the following:

    (i) The taxable value per capita of the area served by a project falls into the communities representing the lowest 20% of Michigan’s population within that category. For FY24, the value is $22,920 per capita.

    (ii) The annual user costs for the corresponding portion of the water system (sewage and stormwater treatment or drinking water) exceed 1% of the median annual household income of the area served by the proposed project. 

    (2) A community which qualifies as a significantly overburdened community would also be considered an overburdened community. However, any potential benefits may only be applied under one designation or the other. 

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      (3) “Significantly overburdened community” means a municipality in which all of the following conditions are met:

      (a) Users within the area served by a proposed drinking water project, sewage treatment works project, or stormwater treatment project are directly assessed for the costs of construction.

      (b) The municipality demonstrates at least one of the following:

      (i) The median annual household income of the area served by a proposed project is less than 125% of the federal poverty guidelines for a family of four in the 48 contiguous United States. In determining the median annual household income of the area served by the proposed sewage treatment works project or stormwater treatment project under this sub-paragraph, the municipality shall utilize the most recently published statistics from the United States Census Bureau, updated to reflect current dollars, for the community that most closely approximates the area being served by the project. As used in this sub-paragraph, “federal poverty guidelines” means the poverty guidelines published annually in the Federal Register by the United States Department of Health and Human Services under its authority to revise the poverty line under 42 U.S.C. 9902. For FY24, the 125% level would be an annual household income of less than $37,500.

      (ii) The taxable value per capita of the area served by a project falls into the communities representing the lowest 10% of Michigan’s population within that category. For FY24, that value is less than $15,170 per capita.  

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