1. Dr. Andrew Sawyers, Director Office of Wastewater Management
U.S. Environmental Protection Agency
Washington, DC • April 19, 2017

2. Clean Water State Revolving Fund
Investing for the Future: Leading the Charge
CWSRF programs have a major role in supporting waste water infrastructure investments that are important to state and local competitiveness and quality of life.
CWSRF programs supports job creation and good paying opportunities.
CWSRF is critical in responding to infrastructure challenges and advancing technology and innovations.
Important tool in expanding funding opportunities.
CWSRF continues to pursue flexibilities to support program expansion and implementation ease.

3. Clean Water State Revolving Fund
Investing for the Future: Leading the Charge
Over the past 30 years, the 51 CWSRF programs have made major investments in financing wastewater infrastructure, addressing critical water quality and public health needs.
The CWSRF programs have evolved. From traditional activities to broader eligibilities and greater financing variabilities.
Reduce infrastructure gap – financial and operational.
Support the creation of efficient markets.
Platform and foundation for leveraging and innovation.
Enhance and promote sustainable revenue models.

4. Clean Water State Revolving Fund 2016 Performance Highlights
In 2016, the CWSRF programs provided 1,360 assistance agreements, funding $7.6 billion for high priority projects.
Since their inception, the CWSRF programs have provided over $118.7 billion in affordable financing.
For every federal dollar that was awarded through a capitalization grant, approximately $2.90 has been committed to eligible recipients.
In 2016, the national average CWSRF interest rate was 1.6%.

5. Clean Water State Revolving Fund 2016 Performance Highlights

6. Clean Water State Revolving Fund
Investing for the Future: Leading the Charge
Policy adjustments to support funding expansion to assist in reducing the infrastructure gap
Streamlining and Enhancing the CWSRF Programs
Developing Guidance, Best Practices, and Technical Documents
Engaging in Effective Marketing and Outreach

7. Streamlining and Enhancing the CWSRF Programs
Extended Term Financing
Promoting Use of Expansive Project Eligibilities
Green Project Reserve (GPR)

8. Streamlining and Enhancing the CWSRF Programs Extended Term Financing
In addition to loans, the Clean Water Act allows CWSRF programs to buy or refinance debt obligations.
This form of assistance can go beyond 30 years.
EPA recently approved an Ohio proposal to use this assistance option to provide financing for up to 45 years or the useful life of the project.

9. Streamlining and Enhancing the CWSRF Programs
Promoting Use of Expansive Project Eligibilities
EPA is conducting an ongoing webinar series that features professionals from around the country sharing their expertise on innovative practices of the CWSRF.
Recent webinars include:
The Clean Water State Revolving Fund: Flexible Funding for the Urban Tree Canopy
Sponsorship: A Unique Tool for Funding Land Conservation projects with the CWSRF
webinars

10. Streamlining and Enhancing the CWSRF Programs
Green Project Reserve (GPR)
Eliminating the need to provide business cases for non- categorically eligible projects.
Continuing to provide guidance and other outreach materials that promote the funding of GPR projects.
Financing Green Infrastructure: A Best Practices Guide for the Clean Water State Revolving Fund
Project Videos
Project Reports

11. Streamlining and Enhancing the CWSRF Programs
Next Steps
EPA will work with the State/EPA workgroup to explore opportunities for further streamlining.
For example, identifying ways for streamlining Davis Bacon compliance.

12. Guidance, Best Practices, and Technical Documents
The CWSRF continues to produce guidance, best practices, and technical documents, including:
Overview of Clean Water State Revolving Fund Eligibilities
Fact Sheets and Activity Reports
Protecting Public Health and Water Quality
Funding Disadvantaged Communities
Funding Resilient Infrastructure
Funding Decentralized Wastewater Treatment Systems
Funding Stormwater Management

13. Guidance, Best Practices, and Technical Documents
Financing Options for Nontraditional Eligibilities
Technical document showing how varied types of financial assistance available to the CWSRF programs can be deployed to fund nontraditional projects.
Intended to complement the May 2016 “Overview of Clean Water State Revolving Fund Eligibilities” paper.
Available soon!

14. Guidance, Best Practices, and Technical Documents
Updated SRF Fund Management Handbook
Released in 2001, the Handbook covers a wide range of CW and DW fiscal management issues.
Current update will include a more detailed discussion of risk management and strategic planning.
Updated indicators, tools, and state examples are also being added.
Available soon!

15. Guidance, Best Practices, and Technical Documents
2016 CWSRF Annual Report
Summarizes CWSRF
Performance Highlights
Financial Overview
PISCES Recognition Program
Success Stories

16. Guidance, Best Practices, and Technical Documents
2016 CWSRF Annual Report: Success Stories
Region 9
Region 6

17. Guidance, Best Practices, and Technical Documents
2016 CWSRF Annual Report Success Stories: Region 6
North Fort Bend Water Authority, TX
The Texas CWSRF is providing funding to The North Fort Bend Water Authority for the construction of the Grand Lakes Reclaimed Water System.
The reuse system will treat effluent to:
Help to maintain amenity lake levels and irrigate green spaces.
Supply over half a million gallons of reuse water.

18. Guidance, Best Practices, and Technical Documents
2016 CWSRF Annual Report Success Stories: Region 9
Sacramento, CA: EchoWater
With nearly $1.6 billion in CWSRF funding, one of the largest public works projects in Sacramento’s history.
Infrastructure upgrades will reduce ammonia discharged to local waters by 95%.
Favorable loan terms will save rate payers over half a billion dollars in interest payments.
EchoWater December 2016

19. Engaging in Effective Marketing and Outreach
Overview
SRF Model Marketing Plan
PISCES program
Focus groups and surveys

20. Engaging in Effective Marketing and Outreach
Overview
Provides tools for evaluating current program performance
Identifies challenges and hurdles
How to implement successful outreach
Assistance
Recipients
Infrastructure
Community

21. Engaging in Effective Marketing and Outreach SRF Model Marketing Plan
A guide that state programs can use to start up or augment an existent SRF marketing program.
Step-by-step worksheets help states achieve their goals for connecting to former or new assistance recipients.

22. Engaging in Effective Marketing and Outreach
PISCES: CWSRF Recognition Program
Resurrecting the PISCES program to recognize exceptional CWSRF projects from around the country.
All nominations will be published in a nationally distributed annual compendium.
Projects will be showcased in detail during the 2017 Fall CIFA conference.

23. Engaging in Effective Marketing and Outreach Surveys and Focus Groups
Work one-on-one with several state programs to:
help identify new markets
gather feedback from communities on streamlining the SRF application process
learn about what potential recipients look for in obtaining an assistance agreement
work through challenges

24. Clean Water State Revolving Fund
Investing for the Future: Leading the Charge
Over the past 30 years, the 51 CWSRF programs have made major investments in our communities.
The CWSRF programs have evolved. From traditional activities to broader eligibilities and greater financing variabilities.
Continue to evolve though various policy adjustments.
Reduce infrastructure gap – financial and operational.
Support the creation of efficient markets.
Platform and foundation for leveraging and innovation.
Enhance and promote sustainable revenue models. 24

25. Clean Water State Revolving Fund
= 50!
Celebrating
Combined Years of
Over $150 Billion in
SRF Assistance Provided!
Indianapolis, IN • Fall 2017
By the Clean Water and Drinking Water State Revolving Fund Programs

26. www.epa.gov/cwsrf Clean Water State Revolving Fund
Investing for the Future: Leading the Charge