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Forms and Guidance

State Revolving Fund (SRF) Loan Application

Loan application requirements differ slightly between the Clean and Drinking Water programs. All loan applications need to be submitted online and have the following items. A completed loan application packet is required prior to executing agreement.
Loan Application - Please visit Water OASys

Alaska Clean Water Fund

EPA CW Eligibility Handbook
SRF CW Webinars

Cost and Effectiveness Certification Form (PDF) must be provided by loan recipient before proceeding with final design and/or construction.
NRDC - Recommended Guidance for Assessing the Cost and Effectiveness of Efficiency, Reuse, and Recapture Projects (PDF)


As part of Water Resources Reform and Development Act (WRRDA) of 2014, all publicly owned treatment works projects funded with a Clean Water State Revolving Fund (CWSRF) loan require the borrower to have a Fiscal Sustainability Plan (FSP). Borrowers submit a FSP Certification Form (PDF) with a loan application. The
Fiscal Sustainability Plan Guidance (PDF) can also be a helpful resource.

Alaska Drinking Water Fund

EPA DW Eligibility Handbook

Capacity Assessment Worksheet (PDF)
This information provides us the technical, financial and managerial capabilities of the water system, for assessing a systems long-term operation capabilities.

Loan Management

Once a loan agreement is in place and eligible costs have been incurred, a disbursement request can be completed online. For contract work to be eligible, several federal requirements need to be included in the bidding and contract documents. The topics are summarized below with helpful links.


  • Disbursement Requests are submitted via OASys. Blank Reimbursement Request (PDF) for reference only - hard copy requests are not accepted.
  • When submitting a request, please provide invoices and related back-up to support the costs such as:
    • Receipts
    • Contracts and amendments
    • Approvals to Construct and Operate
Force Account Construction Projects (Optional - required only for force account construction projects)


  • AIS - American Iron and Steel
    Since 2014, all iron and steel components of projects funded with any SRF funds need to be compliant with the American Iron and Steel requirements. Additional resources and documents for American Iron and Steel Policy and Documentation

Equivalency Requirements

  • Architecture and Engineering (A/E) Procurement
    • All contracts need to be awarded through a competative, qualifications-based bidding process where at least 3 responsive bidders are reviewed.

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