United States
                             Environmental Protection
                             Agency
     Office of Water
     (4204)
     Washington, DC 20460
EPA832-F-99-001
June 1999
                             Funding Decentralized Wastewater Systems
                             Using the Clean Water State Revolving Fund
       Clean  Water State Revolving Fund is a low
 JL interest or no interest source of funding  for the
 installation or repair and upgrading of "decentralized"
 waste-water systems in small-town, rural, and suburban
 areas.   "Decentralized" wastewater systems include:
 onsite  disposal systems such as septic sj/stems with
 drainfields,  alternative  systems  such as  mounds and
 cluster systems. Cluster systems are designed^to treat the
 wastewater from two or more dwellings or businesses,
 but not entire communities. The 1990 U. S. Government
 Census indicates  that 25   million  households  use
 decentralized systems. In 1995, according to the Census
 Bureau, two-and-one-half million systems malfunctioned.
 This estimate is probably conservative. It is anticipated
 that as our communities continue to expand into suburban
 and rural areas, that the number of decentralized systems
 and associated system failures will increase.
                  Background
  Inthe 1970s and 1980s, large federal investments in the
  construction of wastewater facilities focused primarily
on large, centralized collection and treatment systems.
This effort did not recognize the benefits of properly
managed decentralized wastewater systems in achieving
the goals of the Clean Water and Safe Drinking Water
Acts.
                 Source: National Small Flows Clearinghouse
       Benefits of Properly-Managed
     Decentralized Treatment Systems
     Properly-managed decentralized wastewater
     systems are viable, long-term alternatives to
  centralized wastewater facilities, particularly in
  small and rural communities.

  Why install a decentralized system?
   Because they
  *  protect public health and the
     environment.
     Properly managed decentralized systems can
     provide the treatment necessary to protect
     public health and the environment. They can
     be  sited,  sized,  designed,  installed  and
     operated to meet all federal, state, and local
     water quality requirements.

  »•  are appropriate for low density
     communities.
     Decentralized  systems are usually the most
     appropriate technology and most cost-effective
     option for rural areas and much of the urban
     outskirts.

  *•  are appropriate for varying site conditions.
     Decentralized  systems can be designed for a
     variety of site and soil conditions, including
     shallow water tables, bedrock and small lot
     sizes.
  Problems Associated With Decentralized
             Wastewater Systems
  In many existing communities, the initial decision to
  install  a particular  system  (i.e., to hookup  to  a
centralized system or to use a decentralized system) is
primarily made in the private sector by the developer of
a property, based on affordability, profitability, and
availability of a  central sewer  system.   In  small
communities with limited or no  centralized system,
developers typically  choose   the most   common,
affordable and easily installed onsite  systems. Once
installed, these conventional onsite systems are often not
inspected or maintained except in emergency situations

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                               up into homes and backyards.
                                                                 Capacity oftkeCWSRjF
        disco
                        systems can  cause contamination  of
              dwater and	nearby surface waters. Many state and
              	iiiiiiiiiiiiiiiiiiniiiiiiiiiiiiiiiiiiiiiiniiiiiiiip
                gulatory codes  have not  been  updated  to
ge or eliminate inade^uatepractices and/or allow
  of
                                                    •N
                                                    •ationally, the CWSRF has in excess of $27 billion
                                                    in assets and has issued $23 billion in loans since
                                                 988
                                                                          currently is
                                                     billion  worth  of water  quality  projects  annually.
                                                     Clearly,  the  cwSRF  can ge a powerful  financial
           formance. As a result, small communities may incur     resource for funding decentralized systems projects-
        significanteconomic   burdens  where  alternative
              vater systems are not considered or permitted.
                                                                    Who May Qualify
         ilticjjwide	data show mat conventional Qnsite	system
                     ! attributed to the following:

                                                         CWSRF  to  fund point source (§212),  nonpoint
                                                    	sourc^^§31^)^^nd"	estuary1	""	7§320)	^rejects""
                                                             	IlilllllH^^
                                                                   system projects that  are  solutions to

                             and/or site evaluation
                          ienTIelection and design
                                                     nonpoint source problems may be eligible as a §319 or
                         ation practices
               aSofncient opefatipjiand	maintenance	
                                                     §320 project. Included in a long list of eligible CWSRF
                                                     loan recipients  for  NFS and estuary projects  are
                                                     community groups, individuals, conservation districts,
                                                             profit organizations.  Since the program is
                                                                managed by the states, project funding varies according
 tie Clean  Water State Revolving Fund (CWSRF)
   Dgrams  in each state and Puerto Rico operate like
     federal and state contriputions are  used
Ililize or set up the programs.  These assets!, in turn,
    I to make low or no-interest loans for important
                                                                to the priorities, policies, and laws within each state.
                                                                Eligible applicants also vary by state.
                                                                   iiiiiiiniiiiiiiiiiiiiiiiiiiiiviiiiii!iiiiiniiiiiiiii!iiniiiFiiFiiiiiiiiiiiiFiiiiiiPiiiiiiiiiiiiiiiiiiiiiH                       iiii*iii"iiiiiiii|iiniiiin"iiiiiil"iiiiii!iiiiiiniiiiiiiiiiiiiiiiiiiniiiiiniiiiiiin
                                                                    Given that each state administers its own CWSRF
                                                                    program differently, your first step in  seeking a
               uality projects.  Funds are then  repaid to the
           'SRFs over terms as long as twenty years. Repaid
                                                     CWSRF  loan  is  to  contact  your  state  CWSRF
                                                     representative. The list of CWSRF state representatives
              to
                                      wter
                                   projects.    can be found on our website (www.epa.gov/owm). Here
Illlllllllllllll
1IIIIIIIIB
              ; can help supplement the limited
  jsources currently available for decentralized
    terns.  Projects  mat may be eligible for
                                                               are some suggested questions to ask your representative:
                                                     1. Has the State committed to funding decentralized
      iinding include
            •Jew
            	Ill
              fern!
               iem
         tern  installation  (single  and  clustered
                                                  systems in its CWSRF Intended Use Plan (IUP)?
                                                       •	whsLSfBjjg JQ, Jejp get these systems listec
                                                  on the"	ffjpT
          to correct  an existing  nonpoint source
                                               3. Can an individual or private entity receive a CWSRF
                                               	'	I'c	"	"""	'	'	"	1""""	
     acement, upgrade, or modification of inadequate     4. If not, can  I receive a
                                                                                                  joan through my
                  ig systems
                                                       county?
                            gement  entity*
                                ablis
                                .lEIlllll	
                                (permitting
                fees, etc.)
                                               Your CWSRF state representative will be able to guide
                                               you through the proper channels. In addition, you can
              3rtaj associated.. wift __ centralized _ gajiagement
                  isle.:
                                                    refer to the Ohio case study under the "Success Stories"
              , trucks, storage buildings, spare parts,     section to obtain further details on a popular approach
                                                                   implementing a CWSRF/decentralized systems state

                     2e the.	eslablishment or designation of a
                             -for" "all ..... decentralized  projects.
                                                              Sources of Loan Repayment
                                                    T"' ach state must approve a source of loan repayment
                ibe management entities include cities and
               as, special governmental units (sanitary districts,    JL_/as part of the application process. Though finding
               ' service districts,tetcO, public or private utilities,    a source of repayment may prove challenging, it does

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 have demonstrated a high level of creativity in developing
 sources of repayment. The source of repayment need not
 come from the project itself.
 Some potential repayment sources include

     4  property owner's ability to pay  (determined
        during loan application)
     4  fees paid by developers
     4  recreational fees (fishing licenses, entrance fees)
     4  dedicated portions of local, county, or state taxes
        or fees
     4  donations or dues made to nonprofit groups
     4  stormwater management fees
     4  wastewater user charges

                 Success Stories
 Tn August 1997, the Ohio EPA and the Mahoning
 JL County General Health District  entered into an
   agreement to create a linked deposit program to make
 low-interest loans available to individual homeowners in
 need of upgrading or replacing their  home sewage
 disposal systems.

 The process for obtaining a CWSRF  loan is as follows:
 1. The homeowner obtains a permit, which contains
   specifications on the proper installations, operation,
   and maintenance of the onsite  system, from the
   county.
 2. The homeowner is then issued a certificate which he
   or she can take to any bank that participates in the
   Linked Deposit Program.
 3. The lending institution, using its own criteria, decides
   whether or not to offer the applicant a loan and at
   what interest rate and term.            j
 4. The lending institution then notifies the Ohio EPA.
   The Agency then deposits the loan  amount in the
   institution at a reduced interest rate.
 5. Savings from the reduced interest rate are lthen passed
   on to the loan applicant.
Thus far, there have been 10 loans made to individuals
totaling $53,335. Over the nextthree years, Ohio's EPA
Water Pollution Control Loan Fund will make $ 1,425,000
available for use in this program. A similar program is
being  launched  in Cuyahoga County, Ohio with
$1,950,000 earmarked for the first three years of the
program.
 In June  1995,  the  Maine Municipal Bond Bank
 (MMBB) and the Maine State Housing Authority
 (MSHA) entered into a Memorandum of Understanding
 (MOU) to make low interest loans to finance septic
 systems  for owner-occupied, single-family residences
 through the MSHA loan programs. The funds are used
 for the rehabilitation or replacement of septic systems.
 The interest rate is set at 1% with a maximum term of
 20 years.  The MSHA remits to the MMBB on a
 monthly basis any repayments for loans received during
 the prior month,  which  are put back in the CWSRF.
 Through November 1998,294 loans have been made to
 individuals totaling $ 1,277,152.

 In 1994, Pennsylvania instituted a program to fund on-
 lot  sewage  disposal  systems  for  the  individual
 homeowner using their  CWSRF.   The Pennsylvania
 Infrastructure Investment Authority, the Pennsylvania
 Housing  Finance Agency, and the Pennsylvania
 Department of Environmental Protection collaborated
 on the development  of this special funding program,
 which allows a homeowner to borrow up to $25,000 at
 an interest rate of 1% per  annum to fund  the
 rehabilitation, improvement, repair, or replacement of an
 existing  on-site  treatment system.   These loans are
 processed  through  participating  local   lending
 institutions. To date, this program has provided loans
 totaling $1.8 million to 230 property owners across the
 state.

 In  1995,  Minnesota created  several  sub-programs
 within its CWSRF to address nonpoint source pollution.
 Once such program  is the Tourism Loan Program,
 administered  through the Department of Trade and
 Economic Development,  which loans CWSRF funds to
 private owners of small lake resorts for replacement or
 upgrade of onsite treatment systems.  The loans are
 made in participation with a local bank, with the state
 financing 50% of the costs at 2% interest and the bank
 financing the remaining  50% at a market rate.  The
 program  has  lent $368,401 for 28  projects.   The
 Department also administered the Small Cities Loan
 Program, which provided CWSRF loans at 0% to small,
 unsewered communities to upgrade or replace all failing
 onsite systems. In 1997, the program lent $1.2 million
to six. communities. The Small Cities program has since
been replaced by other funding mechanisms for small,
unsewered areas.

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               lengesAi
                                                      USDA
    tie tPA encourages states to open their CWSRFs to
     5 widest variety of water quality projects while still
            eir  highest  priority  projects.    Those
                                                  Water and Waste Disposal Loans and  Grants  are
                                                  available to develop water and waste disposal (including
                                                  solid waste disposal and storm  drainage) systems in
lllHjEESilH

 i^^
         plenienimg or upgrading an decentralized
      tern should seek out their CWSRF program,
                                                      rural areas and towns with a population not in excess of
                                                      10,000. The funds are available to public entities such
     ibw their state program works, and participate in
   annual process that determines which  projects are
                                                  as municipalities,  counties, special-purpose districts,
                                                  Indian tribes, and nonprofit organizations. Grant funds
 nded.

                                                 	are,.availableto_reduce water and waste disposal costs to
                                                                   DT_.rural users,	Grants may be made


      are  information about the  Clean Water State
Igvolving Fund, or for a program representative in your
      ant
                                       j • I''T . V / I'•
                                                 for ,up to 75 percent of eligible project costs in some
                                                 cases. RUS ajso guarantees water and waste disposal
                                                               banks and other eligible lenders.  The
        lean Water State Revolving Fund Branch
        IlilU
        . S. Environmental Protection Agency
                                                 borrower/grantee.   Financed  decentralized systems
                                                 would have to be owned and managed by the RUS

                        ilcode4202)
                                                      borrower/grantee.


                260-7359Fax:(202)26
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