Financial Assistance Programs - Grants and Loans

STATE REVOLVING FUND FORMS

Forms needed by agencies during the State Revolving Fund (SRF) Loan Program process are shown in approximate chronological order.

• Water Treatment Facility Construction Projects
• SRF Expanded Use Projects

Water Treatment Facility Construction Projects

1. SRF Initial Review Check List (Word or PDF) - Used by Public Agencies and CWP to determine the initial screening of potential projects for later SRF Loan Program funding.
   
   
2. SRF Loan Application (Word or PDF) - Filed by Public Agency with CWP to apply for SRF Loan Program funding.
   
   
3. SRF Loan Application Instructions (Word or PDF) - Instructions to complete and file the SRF Loan Application.
   
   
4. Sample Draft Revenue Program Cover Letter from Public Entity (Word or PDF) - Used by Public Agencies to transmit the Draft Revenue Program with CWP.
   
   
5. Sample Authorized Representative Resolution (Word or PDF) - A required attachment to the SRF Loan Application.
   
   
6. Sample Local Match Resolution (Word or PDF) - Public Agency submits if requesting a 0% interest SRF loan.
   
   
7. SRF Minority Business Enterprise/Women Business Enterprise Guidelines and associated
   forms (Word or PDF)
   
   
8. Construction Contract Checklist (Word or PDF) - Public Agency submits with the 100% Plans and Specifications.
   
   
9. SRF Approval to Award-ATA (Word or PDF)
   
   
10. Plant Classification (Word or PDF)
    
    
11. Initiation of Operation (Word or PDF)
    
    
12. Performance Certification (Word or PDF) - Public Agency submits at end of the 1 year performance period (after construction completion)
    

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SRF Expanded Use Projects

1. SRF Loan Application and Instructins for Expanded Use Projects (Word or PDF)

For questions about the content on this web page,
please contact:

Christopher Stevens, Chief
Project Development Section 3
(916) 341-5698
cstevens@waterboards.ca.gov

( updated 5/3/07 )