Borrower Documents, Reports and Publications

The State Revolving Fund is an intergovernmental partnership between the Massachusetts Clean Water Trust, Department of Environmental Protection, Project Development and Management, Local Project Manager, Local Treasurer, and Administration and Loan Management. Below you will find additional resources for borrowers.

Best Management Practices

Below you will find best management practices of full cost pricing, leak mitigation, asset management, inter-municipal agreements and enterprise funds. These guides are for owners, managers, and operators of water, sewer, and stormwater systems, local officials, technical assistance providers and state personnel. The primary focus of this guidance is for Massachusetts' water, sewer and stormwater systems.

Best Management Practices
Asset Management	Enterprise Funds	Full Cost Pricing
Inter-Municipal Agreement	Leak Mitigation

Loan Repayment Schedules

Under the link below you will be able to find amortization schedules for your town.

Loan Repayment Schedules

Borrower Presentation and the SRF Loan Process

Borrower Presentation and SRF Loan Process
2024 IUP Borrower Presentation
2016 SRF Program Updates (MassDEP)

Intended Use Plans

The list of projects proposed for funding under the Clean Water and Drinking Water State Revolving Fund programs by year.

Year	Clean Water	Drinking Water
2025	CW-IUP	DW-IUP
2024	CW-IUP	DW-IUP
2023	CW-IUP	DW-IUP
2022	CW-IUP	DW-IUP
2021	CW-IUP	DW-IUP
2020	CW-IUP	DW-IUP
2019	CW-IUP	DW-IUP
2018	CW-IUP	DW-IUP
2017	CW-IUP	DW-IUP
2016	CW-IUP	DW-IUP
2015	CW-IUP	DW-IUP

Loan Documents

Below you will find documents pertaining to the SRF application process.

Loan Documents
Title V Loan Questionnaire
Multipurpose Loan Questionnaire
Multipurpose Financing Agreement
Financing Agreement Terms & Conditions - January 2024
Financing Agreement Terms & Conditions- January 2024 (Showing changes from June 2023)
Financing Agreement Terms & Conditions - June 2023
Financing Agreement Terms & Conditions - April 2021
Financing Agreement Terms & Conditions — March 31, 2020
Financing Agreement Terms & Conditions — March 3, 2015
Financing Agreement Terms & Conditions — July 2, 2014
Financing Agreement Terms & Conditions — November 14, 2013
Financing Agreement Terms & Conditions — January 9, 2013

Massachusetts Clean Water Trust W-9

Massachusetts Clean Water Trust W-9 Form