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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.
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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.

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

2023 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
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.

Multipurpose Loan Questionnaire Title V 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

Additional Resources

Open file,  Resources for Borrowers
Open file,  Massachusetts Clean Water Trust - Employee Directory
Open file,  The Massachusetts Clean Water Trust

Contact   for Borrower Documents, Reports and Publications

Online

Email Massachusetts Clean Water Trust at MassWaterTrust@tre.state.ma.us

Phone

Main Number Call Massachusetts Clean Water Trust, Main Number at (617) 367-9333 x515

Fax

857-453-2666

Address

1 Center Plaza, Suite 430, Boston, MA 02108
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