SRF Guidance

Guidance Documents

CWSRF PER Guidance Document * Updated 6/2022
DWSRF PER Guidance Document * Updated 6/2022
Guide to Projects with a 20- and 30-yr Debt Service Terms * Updated 6/2022
Permit Guide for CWSRF and DWSRF Projects - Equivalency * Updated 2/2023
Permit Guide for CWSRF and DWSRF Projects - General * Updated 11/2022
Methods of Bidding  
Guide to Bidding and Award of Construction Contracts - Equivalency * Updated 1/2024
Guide to Bidding and Award of Construction Contracts - General * Updated 12/2022
Guide to SRF Request for Proposals (RFP)  * Updated 11/2022
Guide to SRF Prequalification of Construction Bidders (RFQ) * Updated 10/2022
Guide to Direct Purchase of Equipment and Materials - Equivalency * Updated 1/2024
Guide to Direct Purchase of Equipment and Materials - General * Updated 12/2022
Guide to Federal Requirements - Equivalency * Updated 3/2023
Guide to Federal Requirements - General * Updated 1/2023
Guide for Study-Only SRF Projects * Updated 3/2024
Guide for Engineering-Services-Only SRF Projects * Updated 3/2024
Guide for Lead Service Line Replacement Projects * Updated 3/2024
Preconstruction Conference Report (without BABA)  * Updated 3/2024
Preconstruction Conference Report (with BABA)  * Updated 3/2024
Disbursement Package for Loan Projects * Updated 8/2023
Disbursement Package for APF Projects * Updated 9/2023
Guide to Green Project Reserve Eligible Projects  
Guide to CWSRF Cost and Effectiveness Analysis * Updated 10/2022
Signage Guide - Base Equivalency * Updated 1/2023
Signage Guide - BIL Projects * Updated 4/2023
EPA's SRF American Iron and Steel Requirement  
EPA's SRF Build America, Buy America Requirement