STATE ASSET MANAGEMENT INITIATIVES

JANUARY 2024


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Office of Water (4606M)
EPA 800-K-24-001
January 2024


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Table of Contents

Introduction	1

Background	1

Purpose and Approach	2

Findings	3

Conclusion	4

State Asset Management Initiatives Matrix	5

State Asset Management Initiatives Descriptions	7

Funding Activities	7

Provides State Revolving Fund (SRF) Priority Points for Asset Management	7

Funding for Asset Management Planning	8

Utilizes DWSRF Set-Asides for Asset Management Training/Technical Assistance	10

Asset Management as a Condition of Loan Agreement and Forgiveness Programs	11

Regulatory Activities	14

State Statutes or Codes for Asset Management Requirements	14

Asset Management Training Requirement	15

Additional Business or Financial Planning Requirements	15

Asset Management Questions within Sanitary Survey	16

Asset Management and the Infrastructure Needs Assessment	19

Assistance Activities	20

Asset Management Training	20

Asset Management Outreach	24

Asset Management Technical Assistance	27

Asset Management Guidance Document	31

Asset Management Questions in Capacity Assessments	33

Internal Activities	35

Asset Management Training for State Staff	35

Considering Incentives for Asset Management in SRF Program	35

Considering an Asset Management Regulatory Requirement	35

Other Future Implementations for Asset Management	36

Appendix A. State Asset Management Resources	37


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List of Tables

Table 1: Comparison of State Activities in each Category in 2012, 2018, and 2024	3

Table 2: Top Asset Management Activities in Each Category	3

Table 3: Asset Management State Initiatives Matrix	5

Table 4: Asset Management Funding Activities	7

Table 5: Asset Management Regulatory Activities	14

Table 6: Asset Management Assistance Activities	20

Table 7: Asset Management Internal Activities	35

Table 8: State Asset Management Resources	37


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Introduction

The 2024 State Asset Management Initiatives document summarizes the asset management
initiatives taken by states as described directly in their revised capacity development strategies.
With these initiatives, public water systems (PWSs) can improve their financial health and
reliability to provide safe drinking water, as well as address infrastructure needs in an efficient
and cost-effective manner. The asset management activities were organized according to
categories: regulatory, assistance, funding, and internal activities.

Background

Section 1420 of the Safe Drinking Water Act, as amended by America's Water Infrastructure Act
of 2018 (AWIA), requires state drinking water programs to consider, solicit public comment on,
and include as appropriate asset management into their state capacity development strategies.
The amended Act specifically requires the state programs to include in its capacity development
strategy a description of how the state: 1) encourages PWSs to develop an asset management
plan that includes best practices and 2) assists PWSs in training operators or other persons in
implementing their asset management plans. The AWIA also requires the states to include a
description of how they promote asset management in their triennial Capacity Development
Program Report to the Governor. In 2019, the U.S. Environmental Protection Agency (EPA)
developed guidance- to assist states in implementing the AWIA requirements by walking
through the asset management framework and emphasized the value of asset management
planning for PWSs with limited financial resources to address aging water infrastructure. In June
2023, EPA completed approving the revised state capacity development strategies from all fifty
states and Puerto Rico. The activities included in the revised state capacity development
strategies utilizes asset management as a key tool to build water systems' technical,
managerial, and financial (TMF) capacity. Asset management activities can lead to numerous
benefits for a PWS, including, but not limited to prolonging asset life, identifying sustainable
rates, facilitating more efficient system operations, institutionalizing budget planning, and
meeting regulatory requirements. With the historic infrastructure investments of the Bipartisan
Infrastructure Law (BIL). an asset management plan documents actual needs of a system, and
the knowledge of current standings and anticipated future financial needs can lead to a
stronger justification when applying for financial and technical assistance.

1 EPA's Memorandum, the Implementation of Capacity Development Program - Related Safe Drinking Water Act
Amendments in the America's Water Infrastructure Act is available at: https://www.epa.gov/sites/default/
files/2019- 12/documents/awia sec 2012 reflections memo 508.pdf. Date accessed 12/27/2023.

1


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In 2010, a State-EPA workgroup was formed after the National Capacity Development and
Operator Certification Workshop to evaluate and report best practices in building and
evaluating managerial capacity. Part of the workgroup's efforts included assessing how states
were utilizing asset management practices. The workgroup conducted detailed state surveys to
assess how the 50 states and Puerto Rico utilize asset management practices to help strengthen
TMF capacity in PWSs. Survey results were shared in a 2012 State Asset Management Initiatives
Document.2 EPA then released an updated version of the document in 20183 for states to
reference as they incorporated new asset management activities into their capacity
development strategies to meet the 2018 AWIA requirements. This 2024 document builds upon
previous information by describing states' asset management initiatives found in the revised
state capacity development strategies.

Purpose and Approach

The purpose of this document is for state agencies to learn about the various initiatives that
other states are undertaking to promote asset management. States can use this document to
enhance the promotion of asset management planning across their state and encourage
collaborations with technical assistance providers and to develop and provide resources that
guide future asset management assistance for PWSs. Data was collected from states' revised
capacity development strategies from 2021-2023. The reported initiatives are grouped into the
following categories:

•	Funding Activities - These activities pertain to the ways in which asset management is
funded or awarded funding, including through state grant programs, the utilization of
Drinking Water State Revolving Fund (DWSRF) set-asides, or part of loan conditions and
forgiveness.

•	Regulatory Activities - These include how asset management is integrated into state
requirements, such as within state statutes or codes, sanitary survey reviews, or training
requirements.

•	Assistance Activities-These are efforts to encourage asset management, including
training, outreach, guidance documents, and technical assistance activities.

•	Internal Activities - These are activities at the agency level to further promote asset
management, such as training for state staff and consideration of new asset
management requirements.

2	EPA's 2012 State Asset Management Initiatives Document is available at:
https://www.epa.gov/sites/default/files/2020-

03/documents/2012 state asset management initiatives pdf O.pdf. Date accessed 12/27/2023.

3	EPA's 2018 State Asset Management Initiatives Document (EPA 800-F-19-002) is available at:
https://www.epa.gov/sites/default/files/2019-03/documents/asset management initiatives document 508.pdf.
Date accessed 12/27/2023.

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Findings

Table 1 is a comparison of the number of states that undertook activities in each category in
2012, 2018, and 2024. As shown, states are increasingly investing more technical and financial
resources to promote asset management to PWSs. Since the release of the 2012 State Asset
Management Initiatives document, the types of asset management activities being
implemented have changed. States have previously reported on participating in a state/EPA
asset management workgroup and promoting EPA's Check-Up Program for Small Systems
(CUPSS) software program, but now both programs have been disbanded. And in more recent
years, states have begun to incorporate asset management planning requirements in state
statutes and codes.

Table 1: Comparison of State Activities in each Category in 2012, 2018, and 2024.

Report Year

Funding

Regulatory

Assistance

Internal

2012

21

20

34

34a

2018

41

33

44b

33

2024

47

42c'd

51d

21c

a Internal activities for 2012 included "Participates in State/EPA Asset Management (AM) Workgroup." Internal activities
for 2018 and 2024 did not include this subcategory.

b Assistance activities for 2018 included "CUPSS Support". The 2012 and 2024 analyses did not include this subcategory.
c Regulatory and Internal Activities for 2024 included "State Statutes or Codes for AM Planning" and "Other Future
Implementation", respectively. The 2012 and 2018 analyses did not include this subcategory.

dThe subcategories of "Capacity Development Strategies" and "State Specific Workgroup Meetings" were not included in
the 2024 analysis.

Breaking down the findings from the revised capacity development strategies, Table 2 is a
ranking of the most common asset management activities. Training and technical assistance are
the most common practices states are undertaking to promote asset management. Although
most states are leveraging their financial and regulatory authority, a handful of states have
described how they are internally considering new regulations and developing additional
financial assistance to build up their asset management program.

Table 2: Top Asset Management Activities in Each Category

Rank

Funding

Regulatory

Assistance

Internal

1

Loan Condition
and Forgiveness

Sanitary Survey

Training

Future
Implementation
(11 states)

1

Programs
(25 states)

(32 states)

(50 states)

3


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Rank

Funding

Regulatory

Assistance

Internal





State Statutes or





2

SRF Priority Points
(23 states)

Codes for Asset
Management
Planning
(13 states)



State Staff
Training
(8 states)

3

Funding for Asset
Management

Additional
Business or
Financial Planning
Requirements
(13 states)

Outreach

Considering
Regulatory

o

Planning
(22 states)

(35 states)

Requirements
(5 states)

The remainder of the report's findings is broken into three different sections, which can be
accessed by clicking each of the boxes below.

Matrix	Descriptions	Resources

The Matrix shows a snapshot of each state's activities, while the Description section details the
identified activities within a category. Readers can refer to the Resources to access the states'
asset management initiatives including links to regulatory language, training materials, and
financial resources. For more information, please contact the state capacity development
program coordinators.

Conclusion

Data collected from states' revised capacity development strategies showcase what funding,
regulatory, assistance, and internal activities are being undertaken to promote best practices in
asset management. With the use of this document, states can enhance their asset management
program and collaborate with technical assistance providers as needed to develop and improve
resources that guide future implementation.

As EPA and the states implement the historic water infrastructure investment from the
Bipartisan Infrastructure Law, states can build TMF capacity of PWSs through these asset
management initiatives to create asset inventories, develop long-term capital improvement
plans, and provide a level of service which will continuously provide safe drinking water for
Americans.

For additional asset management and capacity development resources, please visit
www.epa.gov/dwcapacity.

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State Asset Management Initiatives Matrix

Table 3: Asset Management State Initiatives Matrix



Funding Activities

Regulatory Activities

Assistance Activities

Internal Activities

SRF Priority Points

Funding for AM
Planning

Utilizes DWSRF Set-
Asides

Loan Condition and
Forgiveness Programs

State Statutes or Codes
for AM Planning

Training Requirements

Additional Business or
Financial Planning
Requirements

Sanitary Survey

Needs Assessment

Training

Outreach

Technical Assistance

Guidance Document

Questions in Capacity
Assessments

Training for State Staff

Considering Incentives
in SRF Program

Considering a Regulatory
Requirement

Other Future
Implementation

Alabama

X







X









X

















Alaska







X







X



X

X

X

X

X



X



X

Arizona















X



X

X















Arkansas

X



X



X









X

















California













X

X



X

X

X



X



X



X

Colorado







X







X

X

X

X

X

X











Connecticut

X





X

X





X



X





X

X









Delaware



X



X







X



X

X

X



X









Florida





X

X











X

X

X













Georgia





X









X



X



X













Hawaii

X







X



X

X











X









Idaho

X



X









X



X

X

X











X

Illinois

X







X





X



X

X



X

X

X



X



Indiana







X





X

X



X



X













Iowa















X



X

X

X





X

X



X

Kansas

X

















X



X

X











Kentucky

X













X



X

X

X













Louisiana











X







X

X

X

X

X









Maine



X



X











X



X











X

Maryland















X



X



X

X











Massachusetts



X

X







X

X



X

X

X

X

X









Michigan



X





X









X

X

X

X











Minnesota





X









X



X



X

X











Mississippi

X



X





X

X

X



X

X

X



X





X



5


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Funding Activities

Regulatory Activities

Assistance Activities

Internal Activities

SRF Priority Points

Funding for AM
Planning

Utilizes DWSRF Set-
Asides

Loan Condition and
Forgiveness Programs

State Statutes or Codes
for AM Planning

Training Requirements

Additional Business or
Financial Planning
Requirements

Sanitary Survey

Needs Assessment

Training

Outreach

Technical Assistance

Guidance Document

Questions in Capacity
Assessments

Training for State Staff

Considering Incentives
in SRF Program

Considering a Regulatory
Requirement

Other Future
Implementation

Missouri

X

X



X

X





X



X

X

X





X







Montana



X











X



X

X

X

X

X

X







Nebraska





X









X



X

X



X

X

X





X

Nevada

X





X

X





X



X



X

X

X









New Hampshire

X

X

X

X





X

X



X

X

X











X

New Jersey

X

X



X

X









X

X

X

X



X







New Mexico







X











X



X













New York



X



X







X



X

X

X

X

X









North Carolina

X

X















X



X

X











North Dakota

X

















X

X

X



X









Ohio



X

X

X

X





X



X

X

X

X









X

Oklahoma







X











X

X

X



X









Oregon







X







X



X

X

X

X

X





X



Pennsylvania

X

X



X





X

X



X

X

X











X

Puerto Rico



X















X

X

X

X







X

X

Rhode Island





X

X





X





X



X













South Carolina



X



X







X



X

X

X













South Dakota





X

X







X



X

X

X

X

X









Tennessee

X

X











X



X

X

X









X



Texas

X

X















X

X

X

X











Utah

X

X

X

X

X



X

X

X

X

X

X

X

X









Vermont

X

X

X









X



X

X



X

X









Virginia

X

X

X

X





X





X

X

X





X





X

Washington

X

X

X



X



X





X

X

X

X











West Virginia



X



X





X





X



X

X











Wisconsin

X

X

X

X







X



X

X

X

X



X







Wyoming







X

X



X





X



X

X

X









6


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State Asset Management Initiatives Descriptions

Funding Activities

Table 4: Asset Management Funding Activities

State

Description

Provides State Revolving Fund (SRF) Priority Points for Asset Management

Alabama

Systems completing asset management plans can receive additional points for the DWSRF
project priority ranking system.

Arkansas

Arkansas Department of Health (ADH) offers 10 bonus points using the priority criteria of the
DWSRF for water systems with up-to-date asset management plans.

Connecticut

PWSs with existing asset management plans are provided additional priority points.

Hawaii

The Safe Drinking Water Branch (SDWB) of Hawaii State Department of Health DWSRF has a
priority point system for ranking disadvantaged water systems for a range of investments,
including the development of water system asset management planning.

Idaho

A water system can receive five points on a drinking water loan and/or planning grant rating if
they have implemented, or plan to implement, a formal asset management plan. Points are
awarded if the water system has already implemented a formal asset management plan or will
develop one as part of the proposed planning effort.

Illinois

The state can assign priority points to DWSRF loan applicants that are either developing or
currently implementing an asset management plan (35 Illinois Administrative Code
662.345(g)).

Kansas

Additional points can be added to a State Revolving Loan Fund (SRF) application if the system
has an asset management plan. Kansas Applicants may receive up to 10 points in the loan
ranking system if they are developing and/or implementing an asset management plan.

Kentucky

The state awards additional prioritization points for utilities seeking DWSRF loans for systems
implementing an asset management program.

Mississippi

Systems that have an asset management plan are given additional ranking points for their
application.

Missouri

Funding priority points are awarded for systems with asset management plans.

Nevada

Systems with developed asset management programs are awarded additional points on the
DWSRF priority list.

New Hampshire

Loan pre-applicants demonstrating that their systems have asset management program
components in place are assigned additional priority ranking points.

New Jersey

PWSs with existing asset management plans are provided additional priority points.

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State

Description

North Carolina

PWSs that develop and implement a Capital Improvement Plan (CIP) are eligible for two
priority points, while systems that develop and implement a full asset management plan can
earn ten priority points on their DWSRF applications.

North Dakota

Existing water systems can earn priority points on their applications if identified as in need of
immediate or future assistance to develop an asset management plan.

Pennsylvania

Systems with an actively implemented asset management plan can be assigned up to five
priority ranking points.

Tennessee

Priority checklists for SRF include language that the PWS must have a Capacity Development
Plan, which includes an asset management plan.

Texas

Funding agencies, including the Texas Water Development Board, give priority ranking to
projects from systems with existing asset management plans.

Utah

The Utah Division of Drinking Water (DDW) is incorporating asset management into their
ranking system to evaluate water utility compliance with state capacity development program.
Eligible water systems are prioritized based on plans to improve technical, managerial, and
financial capacity, including developing and implementing asset management programs.

Vermont

SRF applicants with an approved asset management plan receive additional priority points.

Virginia

DWSRF applicants can receive priority points for engineering planning, distribution system
leakage reporting, and AM.

Washington

DWSRF bonus points for a completed asset inventory or for attending an asset management
training.

Wisconsin

All first-time submittals of asset management plans for Wisconsin Department of Natural
Resources (DNR) approval can earn 20 Priority Evaluation and Ranking Formula (PERF) points
on loan program applications. Applicants who have an existing and approved asset
management plan from previous years can earn 15 PERF points for submitting an updated and
revised asset management plan. Additionally, Wisconsin DNR also offers an additional 10 PERF
points for utility boards that have at minimum 50 percent of their members take asset
management trainings.

Funding for Asset Management Planning

Delaware

The Delaware asset management Incentive Program provides grants for PWSs to conduct asset
management planning if the sanitary surveys or DWSRF loan application information identifies
that a system does not yet have one in place.

Maine

The Capacity Development Grant, a funding apparatus in which systems can receive grants for
the preparation of documents that will assist them in the maintenance or enhancement, may
be used for asset management planning.

Massachusetts

Massachusetts Department of Environmental Protection (MADEP) offers an asset management
Planning Grant Program, and asset management planning can be financed through the DWSRF
program. Grant-eligible activities include asset inventory, asset management software and
training, asset management program plan, and asset management report.

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State

Description

Michigan

DWSRF loans are available for systems looking to fund the costs of asset management plan
activities.

Missouri

Funding is available for promoting operator training focused on utility asset management
software and for incorporating asset management into training with PWSs about the Missouri
Water Safety and Security Act. Funding is available for identifying opportunities to increase
public outreach and engagement for asset management and for developing and administering
an asset management Training and Technical Assistance Contract.

Montana

An additional TMF contract through the state's DWSRF program will now include asset
management assistance and will be managed by the PWS Capacity Development Coordinator.

New Hampshire

Water System Sustainability Grants (WSSGs) have been established to financially incentivize
community water systems (CWSs) to gain a better understanding of the assets they own and
the condition of those assets. One of the initiatives under the WSSG is the asset management
grants. Since its startup in 2013, asset management grants have been awarded to 90
communities.

New Jersey

The DWSRF program can finance asset management plan development as long as these
activities result in a capital improvement project.

New York

New York State Department of Health (NYSDOH) currently offers reimbursement for asset
management planning through the DWSRF capital funds. Through the DWSRF program, the
NYSDOH will continue to encourage communities that apply for financing to prepare and
submit an asset management plan for their project.

North Carolina

The state offers the Asset Inventory and Assessment Grants available from the Viable Utility
Reserve specifically for water systems to create asset inventories and to assess the condition
of their assets. Water systems are eligible to receive these grants every three years.

Ohio

The state's Water Supply Revolving Loan Account (WSRLA) can fund AM-related projects.

Pennsylvania

Pennsylvania Infrastructure Investment Authority provides up to $25,000 toward the
development of an asset management plan.

Puerto Rico

The DWSRF program can provide technical assistance to PWSs on how to develop asset
management plans.

South Carolina

DWSRF funds are used to provide direct technical assistance to small public systems to assist
with preparing asset management plans.

Tennessee

Tennessee Department of Environment and Conservation (TDEC) intends to release asset
management plan-specific grants with SRF money, effectively improving the funding assistance
for systems to complete their asset management plan.

Texas

The Texas Water Development Board asset management Program for Small Systems program
contracts with engineering firms and others to fund the development of asset management
plans for small systems.

Utah

Financial assistance is available for planning or construction of infrastructure improvement
projects including the preparation of asset management plans.

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State

Description

Vermont

Grants and planning loans funded by the DWSRF support the development of asset
management plans.

Virginia

AM planning is a fundable activity through the Planning and Design Grants and Small Project
Engineering Services program.

Washington

The state provides funding for asset management program development as part of the DWSRF
preconstruction and construction loans as part of a larger infrastructure improvement project.
The Small Communities Initiative also helps drinking water jurisdictions secure funding for
asset management projects.

West Virginia

Funding is available to water systems to secure the services of engineering firms to assist with
the development of asset management plans.

Wisconsin

Wisconsin DNR encourages asset management via Safe Drinking Water Loan Program (SDWLP)
funding, principal forgiveness, and, where possible, grants or similar opportunities.

Utilizes DWSRF Set-Asides for Asset Management Training/Technical Assistance

Arkansas

ADH utilizes set-asides from the DWSRF for small systems technical assistance, with areas of
assistance including asset management plans.

Florida

The Florida Department of Environmental Protection's contract with the Florida Rural Water
Association (FRWA) to prepare asset management plans was expanded to add drinking water
systems using set-aside funding.

Georgia

Georgia uses set-aside funds to promote asset management plan development and
implementation training.

Idaho

DWSRF set-asides can be used for asset management planning grants.

Massachusetts

DWSRF set-asides can be used to fund technical assistance providers that assist in leak
detection and other asset management activities.

Minnesota

Minnesota Department of Health (MDH) provides financial resources to the Minnesota Rural
Water Association (MRWA) utilizing DWSRF funding set-asides to assist PWSs with creation of
asset management plans.

Mississippi

Funding for asset management training has been provided through the Small System Technical
Assistance Set-Aside.

Nebraska

DWSRF set-asides can be used to develop a grant program and/or contract for asset
management training and assistance for asset management plan development and
implementation. Nebraska Rural Water Association and Midwest Assistance Program also have
partnerships with the state to use set-asides to assist small systems with asset management
planning and implementation costs.

New Hampshire

DWSRF set-asides are used to hire professional leak detection firms and provide other
resources that support reducing water loss and energy costs for AM.

Ohio

Ohio uses set-asides to provide technical assistance in developing and maintaining asset
management programs for systems.

10


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State

Description

Rhode Island

Rhode Island directs DWSRF set-asides to asset management programs such as Facilities
Improvement Plans (FIPs) for small community and non-transient, non-community water
systems (NTNCWSs). Creating a FIP includes capital projects, upgrades, and preventative
maintenance, and has proven to be an effective way to encourage AM.

South Dakota

DWSRF set-aside funding can be used to develop technical assistance programs which will
provide a continuous feedback loop between the assistance and training for AM.

Utah

DDW technical assistance program will use DWSRF set-asides to provide training on the five
asset management core elements and promote and encourage asset management for all the
state's PWSs.

Vermont

DWSRF set-asides are used to assist systems with asset management activities, such as water
loss control programs, valve location and condition assessment efforts, and stand-by power
evaluations. Set-asides are also used to fund grants and planning loans to support the
development of asset management plans.

Virginia

DWSRF set-aside funds are used to develop and implement aspects of technical assistance to
waterworks related to asset management plans.

Washington

Washington uses set-asides to fund a technical assistance contract with the Rural Community
Assistance Corporation (RCAC) which provides direct assistance for creating asset management
programs for individual systems as well as frequent training around the state.

Wisconsin

Wisconsin DNR promotes instruction on the topic of asset management in both its Municipal
Waterworks and Small Water System operator continuing education courses, which are funded
with set-asides.

Asset Management as a Condition of Loan Agreement and Forgiveness Programs

Alaska

Up to $75,000 in loan principal forgiveness is offered to disadvantaged communities to
implement Sustainable Infrastructure Planning Projects including the development of asset
management plans.

Colorado

Every three years, systems requesting assistance are required (as a condition of assistance) to
complete a TMF assessment to identify capacity deficiencies (including AM) to provide a
capacity score for the system.

Connecticut

Rural Community Assistance Partnership (RCAP) Solutions performs a comprehensive
assessment of water and/or wastewater equipment and infrastructure, including includes
analysis of a system's AM. The data collected is often required when applying for a grant or a
loan. The DWSRF program also provides incentives for small PWSs to implement asset
management plans by offering subsidization towards project(s) if systems had existing asset
management plans or would undertake asset management planning as part of the project(s).

Delaware

PWSs that apply for a DWSRF loan must complete a Revised Capacity Development document
as part of the loan application, which includes questions on AM.

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State

Description

Florida

Florida's DWSRF rule, Chapter 62-552, F.A.C., incentivizes asset management by allowing the
development of asset management plans (planning, design, or construction phases) as loan-
eligible costs. These provisions allow for an interest rate reduction of 0.1 percent for loan
recipients that have implemented an asset management plan. If the asset management plan is
still being used, the rate reduction also applies to future loans.

Indiana

SRF loan grant recipients are required to "demonstrate that it has developed or is in the
process of developing an asset management program as defined in the guidelines of its
authority." Beginning in October of 2023, utilities must certify having completed and
implemented an asset management program as an application requirement for submitting a
project for funding consideration.

Maine

Both system staff and trustees must attend an 8-hour asset management training to receive
principal forgiveness. In cases where the system gets principal forgiveness more than once,
they are required to go to training each time they receive principal forgiveness.

Missouri

One requirement of receiving DWSRF funds is to demonstrate TMF capacity and develop an
asset management plan, including the development of asset inventories, replacement
schedules, and operation and maintenance plans for DWSRF-funded equipment and
infrastructure. Failure to demonstrate the efficacy of the state strategy (including asset
management requirements) can result in up to a 20 percent withholding.

Nevada

Nevada requires a fiscal sustainability plan, which is similar to an asset management plan, as a
DWSRF loan condition for PWSs that will receive principal forgiveness.

New Hampshire

DWSRF funding recipients are required to complete an asset management plan or a business
plan for the funded asset(s).

New Jersey

Under DWSRF, all borrowers are required to develop an asset management plan that
categorizes and prioritizes system assets and includes a financial plan describing the methods,
scheduling, and financing for the strategic upkeep and replacement of the assets.

New Mexico

New Mexico requires water systems seeking grant funds to complete a CIP. Information from
the CIP can be utilized to create an asset management plan that meets the systems' needs.

New York

NYSDOH may require an asset management plan for any project applicant that has shown
deficiencies with respect to technical, financial, and managerial capacity.

Ohio

Eligibility for the WSRLA loan requires submittal and subsequent review of a system asset
management program. Loan applicants must participate in an asset management screening at
least 90 days before the loan award.

Oklahoma

AM is required as a part of DWSRF project funding.

Oregon

Through the DWSRF, planning activities that promote sustainable water infrastructure can
receive 100 percent forgivable loan funding up to $20,000 for asset management planning.

Pennsylvania

Questions related to asset management are included in the Capability Approval evaluations for
all drinking water loan applicants.

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State

Description

Rhode Island

A third-party contractor employed by the state works with PWSs to provide asset management
training to systems in receiving principal forgiveness or below-market interest rates, which
helps PWSs strengthen their financial and managerial knowledge before closing on a DWSRF-
funded loan.

South Carolina

The state DWSRF program provides principal forgiveness funding for small and disadvantaged
systems to prepare asset management plans.

South Dakota

Any system applying for a DWSRF loan is required to complete the Capacity Assessment
Worksheets which include asset management components.

Utah

Utah DDW has implemented a policy that requires PWSs requesting financial assistance
through the DWSRF Program to provide a copy of their asset management plan to DDW for
review and approval.

Virginia

Technical defaults on the terms of DWSRF loans can be leveraged to require capacity-building
activities. The state provides systems that develop an asset management plan of up to $15,000
in principal forgiveness as part of its funding program. Asset management plans are required
as part of DWSRF construction projects if a system does not already have one, or if the current
asset management plan is older than five years.

West Virginia

Systems will be required to create and implement an approved asset management plan to
receive Drinking Water Treatment Revolving Fund monies if one is not already in place.

Wisconsin

Wisconsin DNR incentivizes principal forgiveness points on SDWLP applications for
municipalities that submitted asset management plans.

Wyoming

All loan recipients are required to respond to a Capacity Development Self-Assessment
Questionnaire that includes asset management questions.

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Regulatory Activities

Table 5: Asset Management Regulatory Activities

State

Description

State Statutes or Codes for Asset Management Requirements

Alabama

Water supply permitting regulations require new systems and those experience compliance
issues to submit an asset management plan that includes an asset inventory, the required
sustainable level-of-service, determination of critical assets, determination of the lowest life-
cycle cost options for providing the highest level-of-service over time, and long-term financing
strategy (Alabama Department of Environmental Management Admin Code r. 335-7-4-.04 and
335-7-4-.07).

Arkansas

The state's Oversight of Retail Water Providers, Act 605 of 2021, requires retail water providers
to complete a rate study which includes an inventory of essential assets every five years or
before major updates to their system. Section VII. 1. of the state rules pertaining to PWSs require
systems to have a written Long-Range Plan covering a period of at least 10 years. ADH recently
updated its long-range plan to include an asset management plan requirement. The plan must
be updated at least every five years and address several core components of an asset
management plan, including a description of the current state of the water system's assets,
required sustainable level-of-service, critical assets, and an operation and management plan and
operating budget.

Connecticut

Connecticut Department of Public Health (CT DPH) has passed statutes to ensure that existing
PWSs are employing asset management (Connecticut General Statutes (CGS) §19a-37e, 25-32
and Public Act 21-121). For example, small CWSs serving less than 1,000 year-round residents
are required to prepare a fiscal and asset management plan for their systems' assets.

Hawaii

SDWB will require PWSs to submit documents utilizing the five core components to modernize
Hawaii's Capacity Development strategy and bring asset management to its PWSs. All new
community and NTNC systems must submit for SDWB's review and approval a Capacity
Evaluation of New Water Systems form, which is designed as an asset management plan for
small systems.

Indiana

Indiana Code 13-18-26 requires systems who are applying for a construction permit, that would
increase system capacity, to certify to the agency the completion and implementation of an
asset management plan.

Michigan

Under the Michigan Safe Drinking Water Act, 1976 PA 399, as amended (Act 399) Rule 1606, as
of January 1, 2018, all CWSs with a population greater than 1,000 are required to have an asset
management plan. The rule defines the general requirements of an asset management plan,
including an asset inventory and a summary of the criticality of assets, and requires these plans
to be updated at least every five years.

Missouri

The Missouri Water Safety and Security Act requires each PWS in the state that serves less than
50,000 customers to create an asset management plan (Sections 640.141-640.147).

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State

Description

Nevada

State code requires that new water systems incorporate asset management program reviews.
These reviews are also required during five-year updates conducted at PWSs (NAC 445A.5922
and NAC 445A.5923).

New Jersey

The Water Quality Accountability Act, P.L. 2017, c. 133 (WQAA), enacted on July 21, 2017,
requires public CWSs with more than 500 service connections to routinely perform certain best
management practices, including developing asset management plans. Purveyors must create
and implement an asset management plan designed to inspect, maintain, repair, and renew its
infrastructure, consistent with standards established by the American Water Works Association
(AWWA). Additionally, the WQAA requires annual certification from the highest-ranking official
at the water system that an asset management plan has been developed and is being followed.

Ohio

The Ohio Revised Codes (ORC) and Ohio Administrative Codes (OAC) require systems to develop
an asset management program (ORC §6109.24). Guidance outlining the minimum requirements
for an asset management program is also included in the state codes (OAC Chapter 3745-87).

Utah

Utah House Bill 269 Capital Assets Related to Water requires existing water providers to develop
and implement a capital asset management plan before they can receive financial assistance
from either state or federal funds.

Washington

All noncommunity water systems (NCWSs) and CWSs not required to complete a water system
plan under Washington Administrative Code (WAC) 246-290-100(2) are required to develop and
implement a Small Water System Management Program under WAC 246-290-105(2). The Small
Water System Management Program requires a component inventory and assessment, a list of
planned improvements, and a budget. In accordance, with state code, the majority of CWSs and
NTCWSs must complete and submit for review a water system plan to the state.

Wyoming

Wyoming Water Quality Rules (WQR) Chapter 22 requires all new or modified community and
non-community non-transient water systems to demonstrate capacity development which
includes the submittal of the self-assessment worksheets that include asset management
questions.

Asset Management Training Requirement

Louisiana

All decision-makers (board members, managers) of new systems are required to attend a state-
approved Management Training course that promotes asset management (Louisiana
Administrative Codes 48: V.7717.C).

Mississippi

State law requires training of water system boards and boards of alderman (Section 41-26-101,
Mississippi Code of 1972), with asset management to be a key component of the training
curriculum.

Additional Business or Financial Planning Requirements

California

Senate Bill 200 (SB 200) requires PWSs to submit a technical report to the state board as part of
the permit application and may include physical description and capacity of the proposed system
assets.

Hawaii

Systems are required to submit Water System Business plans with asset management
components, and asset management plans must include a long-term funding strategy.

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State

Description

Indiana

Indiana Department of Environmental Management (IDEM) requires new community and NTNC
systems to complete a water system management plan that includes asset management
components.

Massachusetts

Regulations require all new PWSs, and those which are being modified, to submit a business plan
that demonstrates adequate capacity, including AM-related components (310 Code of
Massachusetts Regulations 22.04).

Mississippi

Each applicant for a new community or non-transient non-community PWS must submit an
operation and maintenance plan which includes asset management aspects (Title 15 -
Mississippi State Department of Health: Part 20: Bureau of Public Water Supply Subpart 72:
Public Water Supply).

New Hampshire

All new systems must submit a Water System Business Plan, designed as an asset management
plan for small systems, for review and approval New Hampshire Department of Environmental
Services (NHDES).

Pennsylvania

State code requires that all new CWSs develop a business plan as part of the permitting process
and requires all CWSs to develop an operations and maintenance (O&M) plan, and requires
systems to prepare a system map to support the asset management planning process (25 Pa.
Code §109.503(3)) and §109.706).

Rhode Island

PWSs that produce over 50 million gallons of water per year are required to prepare a Water
Supply System Management Plan which covers asset management principles.

Utah

Proposed new systems must submit a capacity development business plan, defined in R309-800-
6(1), to Utah DDW for review and approval before it may serve drinking water to the public. The
capacity development business plan requirement has been updated to require proposed systems
include an asset management plan.

Virginia

Current state codes require new systems to develop a comprehensive business plan detailing
asset management-related planning (12VA AC5-590-200 A5).

Washington

There is a requirement to include asset management in all water systems planning documents.
The state also prevents any system expansion without asset management in the system's water
system plan.

West Virginia

Any system with an approved asset management plan will be required to update its asset
management plan annually and submit it to the state for approval. Systems are required to
submit these annual updates for a minimum of five years.

Wyoming

Construction permits under WQR Chapter 3 require an approved operations and maintenance
manual for each new or modified treatment or pumping facility prior to facility start-up.
Applicants are encouraged to include and reference their asset management plan in developing
their operation and maintenance manual.

Asset Management Questions within Sanitary Survey

Alaska

Sanitary survey inspections are used to identify potential infrastructure concerns that may be
addressed with an asset management plan.

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State

Description

Arizona

Questions on how the asset management program is being used and maintained are included
during routine sanitary surveys.

California

Technical assistance providers will be asked to train and assist PWSs to prepare their own asset
management plans by encouraging asset management in sanitary surveys. Information on the
major components of asset management is collected during sanitary surveys and through the
Electronic Annual Report. Deficiencies in these areas are identified and PWSs are directed to
implement solutions to ensure long-term sustainability.

Colorado

Sanitary survey findings are used to identify and offer targeted assistance to water systems to
improve their asset management capacity.

Connecticut

CT DPH has a Sanitary Survey Capacity Questionnaire which assesses problems with or changes
to the systems' assets.

Delaware

AM plans are reviewed as part of the sanitary survey. For PWSs that do not have an asset
management plan, a recommendation to develop one is included in the sanitary survey report.

Georgia

Georgia includes asset management in sanitary surveys. Sanitary surveys are performed every
three years, and AM-related questions are revisited in each sanitary survey.

Hawaii

The state is requiring systems to develop a Water System Business plan which include asset
management components and are implementing this while sanitary surveys are completed.

Idaho

Questions on sanitary surveys address capacity including asset management plans. Also, the
Idaho Department of Environmental Quality (IDEQ) maintains an inventory of water system
assets in the Safe Drinking Water System. The asset inventory is verified during the sanitary
survey inspection.

Illinois

Illinois Department of Public Health (IDPH) will add an asset management section to their
sanitary survey checklist. If the technical, managerial, and financial pre-screening survey finds
that the PWS does not have an asset management plan that incorporates all components of the
five-core-question framework, then a recommendation will be added to the sanitary service
inspection letter advising that the system address this deficiency.

Indiana

IDEM is implementing a series of asset management questions for inclusion with the sanitary
survey. These questions will serve as an initial capacity review and will help ascertain if each
utility currently is implementing components of AM.

Iowa

AM concepts are indirectly addressed during the electronic sanitary survey process.

Kentucky

The sanitary survey contains questions regarding the development and implementation of asset
management planning.

Maryland

The state will promote asset management during sanitary surveys. Currently, the sanitary survey
covers preventative maintenance, an aspect of AM.

Massachusetts

AM planning is an integral component of the sanitary survey review as the review can result in
recommendations that the PWS develop an asset management plan if one does not exist,
establish an inventory of existing equipment, identify the replacement costs, or attend training
in AM.

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State

Description

Minnesota

MDH district engineers discuss asset management efforts during sanitary surveys.

Mississippi

Reviews of the asset management plans are conducted during the system's annual
inspection/sanitary survey.

Missouri

AM is incorporated into sanitary surveys, which also help show trends in AM.

Montana

Self-assessment forms, which now include questions on AM, will be provided to systems through
sanitary surveys and other interactions with the systems. For systems that have unresolved
significant deficiencies, sanitary survey inspectors will verify if the system has an asset
management plan, provide a hard copy or access to the self-assessment form, and reference
capacity development resources in the final sanitary survey letter.

Nebraska

Capacity and AM-relevant questions are included in the sanitary survey.

Nevada

Technical assistance providers provide asset management plan preparation training to water
systems that have identified sanitary survey deficiencies.

New Hampshire

Questions related to capacity development and asset management are included in sanitary
surveys.

New York

During routine sanitary surveys, systems may also be assigned a significant deficiency if asset
management related issues are discovered during the scorecard assessment, even if the issue
does not also contribute to a violation being issued to the system.

Ohio

AM requirements and review are incorporated into the sanitary survey process, and systems can
be identified during a sanitary survey as needing an asset management screening.

Oregon

Oregon will be evaluating the potential to revise its sanitary survey forms to include the
identification of asset management plans during surveys.

Pennsylvania

Questions regarding asset management are included in the state's Sanitary Survey Checklist.

South Carolina

South Carolina Department of Health and Environmental Control uses the drinking water system
sanitary survey process, which includes a system visit, to gather information about a system's
status regarding asset management planning.

South Dakota

South Dakota includes asset management questions in the sanitary survey. PWSs will be
encouraged to develop an asset management plan utilizing available templates and
spreadsheets when identified as a recommendation on their sanitary survey report.

Tennessee

TDEC plans the inclusion of asset management as an item to be addressed in the Sanitary Survey
inspections.

Utah

Sanitary surveys allow Utah DDW to assess a system's technical capacity based on
infrastructure/asset condition at the time of the site visit. Systems that exhibit inadequate or
aging infrastructure may require additional training on technical capacity and asset management
to encourage them to improve compliance with Safe Drinking Water Act (SDWA) and Utah's
drinking water rules.

Vermont

Questions related to asset management topics are asked during sanitary surveys for each PWS.

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State

Description

Wisconsin

Wisconsin DNR will continue to encourage asset management via information given to systems
by field staff during sanitary surveys and annual inspections.

Asset Management and the Infrastructure Needs Assessment

Colorado

The state's needs assessment has a special focus on asset management planning and capital
needs.

Utah

Systems that are, or may soon be, ranked "corrective action" or "not approved" or that are
approaching an Enforcement Targeting Tool (ETT) score of 11 will be targeted as high priority to
receive the self-assessment worksheets.

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Assistance Activities

Table 6: Asset Management Assistance Activities

State

Description

Asset Management Training

Alabama

Alabama Rural Water Association and Communities Unlimited (CU) conduct training sessions
annually in different regions of the state focusing on elements of asset management and
resources available to water systems to develop an asset management plan. CU provides a
board member training course that has previously included a discussion of the state's asset
management rules.

Alaska

The state supports several introductions to asset management workshops that are presented at
the annual Alaska Section of the American Water Resources Association and Alaska Water
Wastewater Management events. Asset management training are also listed on the State of
Alaska Department of Environmental Conservation's (ADEC) annual training calendar webpage
as they become available.

Arizona

Arizona Department of Environmental Quality offers in-person and virtual training for
operators, owners, and managers that includes the use of EPA's Asset Management Handbook
for Small Public Water Systems.

Arkansas

CU provides education and training for governing boards and staff on duties and
responsibilities of system operation and maintenance, including those related to AM.

California

Technical assistance providers will be asked to train and assist PWSs to prepare their own asset
management plans through general workshops and training.

Colorado

The state provides one-on-one water system training through its local assistance unit's capacity
coaching and training team, other Safe Drinking Water Program groups, and providers.
Resources that are currently available include training slide decks, activities completed during
group training, and training for asset management tools such as planning goals generators and
level of service evaluation templates.

Connecticut

CT DHP partners with RCAP Solutions to provide tools and training for community/system
needs to manage their assets and avoid infrastructure failures.

Delaware

AM training courses are offered by the state and its technical assistance providers to PWS staff
through the Delaware Office of Drinking Water's trainer educator and Delaware's technical
assistance providers Delaware Rural Water Association (DRWA), Southeast Rural Community
Assistance Project, Inc. (SERCAP), and Delaware Technical and Community College. The training
includes how to develop and implement an asset management plan and the benefits of doing
so.

Florida

FRWA conducts asset management training sessions that include the use of mapping software.
SERCAP provides water systems with comprehensive training on asset management and
assistance in creating and implementing asset management plans.

Georgia

The state is contracting with Georgia Rural Water Association to expand its services to assist
water systems with training personnel in implementing asset management plans.

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State

Description

Idaho

IDEQ collaborates with the Environmental Finance Center, RCAC, and the Idaho Rural Water
Association to provide asset management training.

Illinois

Illinois works with Great Lakes RCAP and Environmental Finance Center (EFC) to develop free
asset management training programs for small PWS operators and managers in the state. RCAP
provided a virtual training session on asset management in December of 2022 that was free to
PWSs and RCAP and EFC plan to provide further virtual training sessions in 2023.

Indiana

Indiana has technical assistance providers who encourage and train utilities in asset
management principals and program development. The Alliance of Indiana Rural Water
provides both in-person training across the state and offers online courses in asset
management for utilities.

Iowa

The state supports in-person and virtual asset management training specifically concentrating
on the small systems that typically do not have resources to develop, implement, and maintain
an asset management plan. Asset management concepts are also incorporated in new operator
training.

Kansas

KanWork provides training to Kansas public water supply systems through contractual
agreements and includes training focused on AM.

Kentucky

State staff are collaborating with stakeholders, including the Kentucky Rural Water Association,
and RCAP, to provide asset management training to water system staff. DOW staff also provide
online training courses for water system operators and management which include topics such
as developing an asset inventory and assessing and rating infrastructure assets.

Louisiana

PWSs selected to participate in a capacity assessment have the option to attend a
presentation/training session/workshop on asset management that encourage systems to
develop and implement asset management plans. The presentations/workshops are offered by
Drinking Water Revolving Loan Fund (DWRLF) staff, Louisiana Rural Water Association (LRWA),
and/or other State-approved contractors such as Southwest Environmental Finance Center
(SWEFC).

Maine

RCAP Solutions helps systems conduct asset management training and provides board training
and stakeholder communications to explain AM. Maine Water Utilities Association, Maine
Drinking Water Program, Maine Rural Water Association, and the Environmental Finance
Center Network also provide training related to AM.

Maryland

The state meets periodically with training and technical assistance organizations to plan and
provide assistance and training. Applicable training or webinars on asset management are
shared with operators and system administrators.

Massachusetts

MADEP Drinking Water Program provides numerous in-person and virtual training courses,
several of which annually have an asset management component.

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State

Description

Michigan

The state has developed training and engaged with technical assistance providers to give
training to help educate water suppliers on the five core principles of asset management and
asset management planning requirements. Asset management training with a specific focus on
small systems is provided by the Michigan Department of Environment, Great Lakes, and
Energy (EGLE) and other technical assistance providers

Minnesota

MRWA staff conduct routine asset management training to water system staff and train water
systems on their asset management templates.

Mississippi

Mississippi Rural Water Association's AM-specific training includes a curriculum covering all
topics in EPA's Asset Management: A Best Practice Guide and that helps systems begin to
create their asset management plans. Training is held over two full days and in various
geographic areas within the state. Since these training began in 2019, 25 two-day training have
been held geographically throughout the state.

Missouri

The state promotes operator training focused on utility asset management and incorporates
asset management into training with systems. There is free training and assistance to PWS
personnel regarding the benefits of AM.

Montana

Creation of an asset management plan is emphasized in training events around the state. The
Operator Certification Program is expanded to include facility-based asset management
centered training through approved providers. Technical assistance providers are encouraged
to develop asset management knowledge through additional formal training. Technical
assistance providers completing additional formal asset management courses will be
considered a preferred technical assistance provider for facility-based asset management
training.

Nebraska

AM training is included in water operator training classes via in-person and virtual
workshops/webinars.

Nevada

Technical assistance providers deliver training for operators and managers on resource
consolidation and asset management improvement activities.

New Hampshire

Capacity Development training is provided by NHDES staff or by staff under contract, including
training on asset management and the benefits of implementation.

New Jersey

New Jersey Department of Environmental Protection (NJ DEP) is prioritizing training of drinking
water systems on asset management and the requirements of the WQAA.

New Mexico

Water systems are offered a variety of asset management training that includes asset
inventory, system mapping, asset management software, best practices, and an overview of
asset management information.

New York

Various agencies throughout the state offer training on AM.

North Carolina

Division of Water Infrastructure provides training on how to apply for funding, including for the
AIA grants for asset management. Partner organizations, such as the North Carolina Rural
Water Association and the University of North Carolina School of Government's EFC, provide
training that emphasizes the basics and benefits of AM.

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State

Description

North Dakota

The department has and will continue to offer training to PWSs on how to prepare an asset
inventory. Training can be delivered by in-house staff or contracted out to technical assistance
providers. Training can also be held independently or in conjunction with operator certification
training or conferences. Other asset management training that is also offered to PWSs includes
guidance on how to evaluate asset criticality and how to develop CIPs and O&M strategies.

Ohio

Ohio provides training through set-asides to operators and system officials on the importance
of, development of, and implementation of asset management plans.

Oklahoma

There is annual training for systems focused on the five core components of asset management
and asset management is included in training offered for operator certification.

Oregon

Oregon will provide training on the benefits and methods of asset management planning for
PWS managers, administrators, and board members. Training will include the importance of
implementing asset management policies to inform budget decisions.

Pennsylvania

AM training includes the Environmental Finance Center's one-day asset management
Workshop and the Pennsylvania Department of Environmental Protection's (PA DEP) two-hour
web-based training course on EarthWise Academy, Leadership and Decision Making for
Sustainable Water and Wastewater Infrastructure.

Puerto Rico

The Puerto Rico Department of Health is in the process of coordinating training, workshops,
and more to promote the use or implementation of the asset management plans.

Rhode Island

The state's Center for Drinking Water Quality collaborates with New England Water Works
Association to offer a semiannual asset management training course to drinking water
operators in the state. This course assists operators with starting an asset management
planning process. The state works with a third-party contractor also provides training on
financial and managerial capacity.

South Carolina

South Carolina Department of Health and Environmental Control provides asset management
training workshops for small public wastewater and drinking water systems that include all
aspects of asset management planning.

South Dakota

The state provides training on asset management that is available to all systems in South
Dakota. Asset management training examples in the state include education for board
members, trainings provided by technical assistance providers about asset management
planning, and Operator Training and Certification Program classes that emphasize the
importance of asset management plans.

Tennessee

TDEC utilized a contract with the Tennessee Association of Utility Districts (TAUD) to develop a
framework for asset management plans and to conduct training sessions, specifically for small
and disadvantaged systems, in different regions of the state during 2022. Training included
sessions on requirements of the five core elements of and resources available to water systems
to develop an asset management plan.

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State

Description

Texas

Texas Commission on Environmental Quality (TCEQ) conducts training through its assistance
providers to help systems develop and implement asset management plans. Virtual training on
asset management is offered by a variety of providers including the SWEFC asset management
Switchboard.

Utah

Utah DDW works closely with technical assistance providers to develop asset management
training courses and provide asset management training to the state's water utilities. Utah
DWW will provide training to encourage the state's systems to develop and implement capacity
assessment and asset management programs.

Vermont

The state offers asset management training workshops to encourage the development of asset
management plans. During these workshops, participants learn how to develop the
components of an asset management plan.

Virginia

Virginia's Office of Drinking Water provides an all-day asset management planning training
course to waterworks personnel as funding allows. The state also contracts with Virginia Tech,
Mountain Empire Community College, and the Virginia Section of the American Water Works
Association to provide training sessions for waterworks operators that relate to AM.

Washington

The state provides water system personnel training on asset management topics through
technical assistance and passive interventions. Also, Evergreen Rural Water of Washington
provides asset management training and technical assistance within the state using various
funding mechanisms.

West Virginia

Training on asset management is provided at events attended by water system personnel, as
well as that information/resources on asset management plan development are provided at all
Child Development Associate training performed.

Wisconsin

Wisconsin DNR has partnered with technical assistance providers on multiple asset
management trainings and classes around the state, with specific emphasis on small drinking
water systems Wisconsin DNR partnered with Moraine Park Technical College to develop four
online training modules focusing on local governing bodies, with topics including AM.
Wisconsin DNR incentivizes certified operators to take these training modules by offering
continuing-education credits, one per module completed.

Wyoming

Wyoming Department of Environmental Quality (WDEQ) will encourage all PWSs to develop
asset management plans by providing training programs and events.

Asset Management Outreach

Alaska

AM information will be incorporated into a range of existing resources such as conferences and
educational and support materials. Content describing the benefits and specifics of asset
management is being integrated into existing outreach efforts such as Operator Welcome
Packets, Training Calendars, and Operator Certification training curricula.

Arizona

AM information is shared on the departmental website, during on-site technical assistance and
sanitary surveys, and through quarterly Rural Water Infrastructure Committee meetings.

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State

Description

California

The State Water Board solicited public feedback on how best to incorporate asset management
into the revised Strategy. Stakeholders were given the opportunity to suggest data and metrics
that could be collected in the future to better help the State identify asset management
resource needs and better track the successful implementation of asset management
strategies by PWSs overtime.

Colorado

AM efforts are summarized and distributed via the Triennial Capacity Development Report to
the Governor.

Delaware

The Capacity Development Program's drinking water email blast regularly communicates new
regulations and other emerging topics in drinking water, which can relate to AM, to reach small
PWS owners and operators that previously had limited means of obtaining current information.

Florida

The state is implementing regular outreach-related technical assistance such as board training,
rate studies, operator/staff training, and community workshops that can be held in conjunction
with the asset management process. These activities will be managed by SERCAP.

Idaho

The state plans to encourage the development of asset management plans through various
outreach and education efforts.

Illinois

Illinois Environmental Protection Agency's (IEPA) website includes information on AM,
including a discussion of the five-core-question framework and links to guides and tools
developed by US EPA and others on developing asset management plans.

Iowa

Iowa Department of Natural Resources (IDNR) will submit a report to the State's Governor
including efforts of the state to encourage asset management plans and to assist PWSs in
training relevant and appropriate persons in implementing such asset management plans. The
department posts this report on a public website and advertises when it is posted.

Kentucky

The state conducts outreach with stakeholders to identify potential statutory, regulatory,
programmatic, and funding gaps to inform AM.

Louisiana

The System Improvement Plan Acceptance Letter associated with the receipt and use of
DWRLF monies provides outreach to systems and directly encourages them to prepare an asset
management plan in accordance with EPA's "Five Core Questions."

Massachusetts

An online training calendar is maintained that lists external training, including asset
management training when offered.

Michigan

As part of the asset management plan rule adoption, significant effort was made to inform
water suppliers about AM. Training and one-on-one assistance for utilities is provided by EGLE
and technical assistance providers. Additional resources specific to small water systems are
made available on EGLE's dedicated asset management plan website. A frequent activity for
both EGLE staff and technical assistance providers is to teach local board/council members
about asset management plans and water supply operations to receive their support for
budgeting capacity improvement projects.

Mississippi

The triennial report to the Office of the Governor will discuss and publicize key metrics around
AM.

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State

Description

Missouri

Starting in 2023, the triennial Capacity Development Report to the Governor's Office will
include information on Missouri's asset management efforts. The state will also use its website
and social media channels to promote AM.

Montana

The Montana Department of Environmental Quality (MDEQ) Public Water Supply staff,
approved technical assistance providers, and private consultants will present capacity
development and asset management content annually at conferences to provide assistance to
systems, solicit public input, and keep Montana's capacity development strategy current.

Nebraska

The state's Capacity Development webpages promote asset management and is discussed
when the state hosts booths at activities related to drinking water and groundwater.

New Hampshire

The state provides outreach via its Capacity Development webpage with updated materials and
resources about AM.

New Jersey

NJ DEP is prioritizing outreach to drinking water systems on asset management and the
requirements of the WQAA. A dedicated webpage about asset management has been
developed to provide a central hub for drinking water systems to access more information.

New York

NYSDOH convened a diverse group of stakeholders to discuss asset management for PWSs in
New York, and information from these outreach efforts contributed to an update of the
capacity development strategy.

North Dakota

The state has hosted multiple public comment periods to reach out for public input on asset
management and other capacity needs and concerns.

Ohio

AM program requirements are communicated in web materials, and during sanitary surveys
and enforcement actions.

Oklahoma

AM is promoted to systems through access to a free software tool and associated one-on-one
assistance in using the tool. Trends in asset management plan development are also published
in the capacity development section of the state's annual report.

Oregon

Oregon Health Authority is developing an educational handout specifically targeted at a
broader understanding of the five-core-question framework for AM.

Pennsylvania

The Operator Outreach Assistance Program, providing one-on-one on-site assistance to help
water systems develop an asset management plan, is advertised through PA DEP's library and
shared during PA DEP inspections, technical conferences, consultation meetings, and through
email and paper mailings. Pennsylvania also created a TMF self-assessment tool with multiple
questions related to AM.

Puerto Rico

The Puerto Rico Department of Health is to promote the use of asset management by
explaining the benefits that the system will receive through the use of their Technical
Assistance Support. The department plans to detail the technical assistance that is available to
systems through the use of letters, flyers, brochures, examples of asset management plans,
and other forms of written communication. The department plans public outreach to also help
customers become more aware of the asset management issues that their water system is
encountering and what is been done to address these issues.

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State

Description

South Carolina

The sanitary survey system visit will be used as an opportunity to provide information about
the benefits of asset management planning and share information about available resources
such as upcoming asset management training opportunities and the funding available for
preparing asset management plans.

South Dakota

The state has developed public education materials to address issues such as how technical,
managerial, and financial capacity, including asset management, can be used to ensure
compliance with water quality standards.

Tennessee

TDEC is developing a website and plans to host asset management plan workshops if
warranted to address low understanding of asset management plans across the state.

Texas

Outreach is conducted via in-person and webinar-based workshops and presentations about
asset management at conferences and seminars including the annual TCEQ Public Drinking
Water Conference. Additionally, technical assistance providers conduct pilot projects that
promote asset management through mentor programs and system-to-system training to
expand outreach and trainers.

Utah

Utah DDW includes asset management resources on its website and will work with technical
assistance providers to ensure the most helpful, up-to-date information resources (including
web links, guidebooks and reference documents, spreadsheets, etc.) are included on the
website.

Vermont

Communication and outreach are conducted in collaboration with water systems, technical
assistance providers, and other stakeholders, and include information regarding the state's
asset management program.

Virginia

Virginia Department of Health, Office of Drinking Water (VDH-ODW) will seek out opportunities
to present asset management training to operators and waterworks staff at conferences,
seminars, webinars, and through other means.

Washington

Washington has developed several publications that encourage and assist in AM.

Wisconsin

Wisconsin DNR staff have presented on asset management at various drinking water
conferences, increasing interest and communication in the public sector in developing asset
management plans. Wisconsin DNR developed and created an asset management webpage for
public access, which includes tools, resources, guides, trainings, FAQs, and a broad introduction
to the practice and benefits of asset management for drinking water systems.

Asset Management Technical Assistance

Alaska

AM information is to be incorporated into in-person assistance by the Remote Maintenance
Work program.

California

Technical assistance providers will be asked to train and assist PWSs to prepare their own asset
management plans.

Colorado

Various technical assistance resources and asset management tools are shared with technical
assistance partners. Asset management reviews are conducted for all new water systems.
Delivery of assistance prioritizes systems with deficiencies in AM.

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State

Description

Delaware

Technical assistance providers (i.e., DRWA and SERCAP) are available to help all PWSs create
and implement asset management plans.

Florida

DWSRF has contracted with FRWA to provide small communities with asset management
planning assistance. FRWA creates several asset management plans every year, mostly for
smaller drinking water systems. Asset management plans have been produced and
implemented for more than 40 PWSs in Florida since the program's inception.

Georgia

The state has a contract with Georgia Rural Water Association to assist water systems in
preparing business plans that is expanding to assist water systems in preparing asset
management plans.

Idaho

Technical assistance with asset management is planning provided to water systems as part of
a sanitary survey and engineering reviews.

Indiana

Systems identified as having capacity issues as a result of the sanitary survey will be contacted
by Capacity Development staff to schedule in-person meetings to discuss capacity building,
including the development of an asset management plan. RCAP technical assistance providers
guide small systems step-by-step through the process of asset management planning, resulting
in a resource for future decision-making that meets funding and regulatory requirements.

Iowa

IDNR will, as appropriate, encourage the development by public water supplies of asset
management plans and assist through the provision of technical assistance.

Kansas

Onsite technical assistance is provided focusing on the five core components using AM.

Kentucky

The state connects systems with partner organizations to provide technical assistance based on
needs identified via sanitary surveys, including building asset management plans.

Louisiana

DWRLF has partnered with SWEFC and LRWA to help provide individual and group assistance to
systems for developing and implementing an asset management plan.

Maine

EFC network offers remote assistance with mapping and asset inventory data collection.

Maryland

Water systems will be referred to technical assistance providers such as SERCAP for specific
guidance on asset management program development. Field staff will assess whether a system
must develop one or benefit from having an asset management program. Field staff also
review asset management plans to examine how detailed the plans are and provide general
input.

Massachusetts

On-site technical assistance, such as leak-detection services, is available for small systems, and
similar types of assistance to small systems related to overall asset management are in
development.

Michigan

The state promotes asset management plan development for small water systems (1,000
people or less) through training and one-on-one assistance provided by EGLE and technical
assistance providers. Such technical assistance can include assisting water systems create an
asset management plan or educating water system staff and stakeholders about AM.

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State

Description

Minnesota

MRWA staff can conduct on-site, in-depth asset management activities of systems most in
need of assistance each year. Assistance includes development of a map of the system's assets
using geographic information system.

Mississippi

Many of the state's technical assistance providers are familiar with asset management and will
continue to assist PWSs at either their request or at the request of the state.

Missouri

Assistance is provided in the development of asset management plans and the development of
an asset management and technical assistance contract.

Montana

Technical assistance providers are encouraged to promote system specific asset management
plans through field visits and annual training events. The MDEQ Public Water Supply field staff
discuss capacity development and asset management with the system representative(s) and
refer them to the Capacity Development Coordinator for further assistance.

Nevada

Technical assistance providers are available to prepare asset management programs for many
systems at no cost using Bipartisan Infrastructure Law funds.

New Hampshire

AM plans are strongly encouraged for all water system assets and technical assistance is
available to support their development. Targeted technical assistance is provided every year to
small systems to create their business plan, including a detailed asset inventory, budget review,
and discussion on water rates.

New Jersey

Technical assistance will be provided to assess the system's asset management planning
activities, identify deficiencies, and recommend improvements, as needed. The Capacity
Development Program will also recommend that medium to large-size community water
systems which do not already employ asset management tools identify and begin utilizing an
asset management program suitable for their needs.

New Mexico

The state utilizes contracts with technical assistance providers to deliver assistance to systems
regarding various aspects of AM.

New York

The state offers technical assistance, including assistance with asset management planning.
Asset management planning technical assistance is provided by the state and through partners
such as New York Rural Water Association and RCAP.

North Carolina

North Carolina Rural Water Association's Circuit Riders program provides individual assistance
for developing and implementing asset management plans.

North Dakota

Assistance to acquire and maintain capacity or develop an asset management plan will be
available from many sources like engineering firms, technical assistance providers, the
department, other water system operators, and other State agencies.

Ohio

Ohio provides technical assistance in developing and maintaining asset management programs.

Oklahoma

Oklahoma Department of Environmental Quality contracts annually to provide technical
assistance to water systems and the Oklahoma Water Resources Board has contracts
specifically on asset management and long-range sustainability planning.

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State

Description

Oregon

The state will provide asset management planning and onsite implementation assistance as
one of the technical assistance activities that the contracted circuit rider can provide to eligible
water systems.

Pennsylvania

The Outreach Assistance Provider Program provides on-site operational services to both
publicly- and privately-owned facilities which includes assistance to help water systems
develop an asset management plan.

Puerto Rico

Puerto Rico and the DWSRF program can provide technical assistance to the systems on how to
develop asset management plans. The Puerto Rico Department of Health is in the process of
coordinating field visits to promote the use or implementation of the asset management plans.
Technical assistance support regarding asset management promotion is also available through
the Circuit Riders Program.

Rhode Island

AM plans are encouraged by assisting PWSs with technical assistance.

South Carolina

The technical assistance contractor can provide direct assistance to small systems for activities
that can support asset management planning such as mapping system assets, leak detection
testing to identify assets in need of repair, rate setting, and identifying user-friendly and
reasonably priced asset management tools (e.g., asset management software).

South Dakota

The state provides asset management assistance during technical assistance visits. Technical
assistance providers will use the EPA's Asset Management: Best Practices Guide when working
with water systems on creating asset management plans. Technical assistance providers will
also be utilized to help the systems complete the Capacity Assessment Worksheets when
needed.

Tennessee

TDEC will continue to partner with TAUD to provide direct technical assistance on asset
management plans.

Texas

TCEQ provides free on-site technical assistance to develop and implement asset management
plans via state assistance contracts and the Small Business and Local Government Assistance
program.

Utah

The Utah Water Quality Alliance members may provide technical assistance to smaller systems
which will now include assistance with AM.

Virginia

Technical assistance providers may perform on-site activities for waterworks to assist with
asset management planning. Additionally, four Capacity Development Program Coordinators
(i.e., Sustainability Coordinators), are on staff to conduct on-site technical assistance to small
systems. Additionally, VDH-ODW is continuing to work with SERCAP and Virginia Rural Water
Association regarding technical assistance, including AM.

Washington

Much of the work the state does for asset management falls under technical intervention, such
as focused technical assistance provided as webinars through contracts with third-party
technical assistance providers, individualized technical assistance in reviewing plans, and group
technical assistance.

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State

Description

West Virginia

Technical assistance offered to water systems includes assistance in the creation,
implementation, and updating of an asset management program utilizing various technical
providers including RCAP and West Virginia Rural Water Association.

Wisconsin

Wisconsin DNR encourages asset management by providing technical assistance from both
department staff, including their Capacity Development Coordinator, and the state's technical
assistance partners. Both Great Lakes Community Action Partnership of Wisconsin and
Wisconsin Rural Water Association receive EPA grants for technical assistance, and Wisconsin
DNR, as the primacy agency, includes asset management as one of its core areas of suggested
technical assistance to be carried out using a portion of these grant funds.

Wyoming

WDEQ works with PWSs and technical assistance providers to assist water systems in
completing the Capacity Development Self-Assessment Questionnaire, completing the asset
management plan spreadsheets, and implementing their asset management plan.

Asset Management Guidance Document

Alaska

ADEC is developing asset management guidance documents that utilize EPA's five-core-
question framework.

Colorado

Available guidance includes asset inventory templates, CIP templates, O&M planning
templates, regulatory guidance, and FAQ documents.

Connecticut

Guidance documents are available to help PWS to meet the requirements of the asset
management statute.

Illinois

Illinois is utilizing existing templates and guidance documents on asset management created by
US EPA and other states for its own asset management guidance. Additionally, Illinois
developed minimum criteria for small system asset management plans.

Kansas

The KanWork Manual, developed by the Southwest Environmental Finance Center under a
contractual agreement, guides asset management plan development.

Louisiana

The state has created an Asset Management Guidance Document and an asset management
Plan Workbook which are available online.

Maryland

The 2006 Maryland Department of the Environment Capacity Management Guidelines
Maryland published guidance for public drinking water systems on developing capacity
management plans, which includes aspects of AM.

Massachusetts

Guidance related to the asset management planning grant program is available on MADEP's
webpage.

Michigan

Guidance on the submission of an asset management plan was developed and made available
to CWSs in August of 2017. An asset management dedicated website has been developed and
retains the available tools, resources, guidance, and training materials. Guidance materials
include FAQs, guidance documents catered to water systems, and a review checklist.

Minnesota

MRWA staff have developed and maintain Excel based asset management templates for small
water systems.

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State

Description

Montana

MDEQ is in the process of developing a capacity development resource webpage that
emphasizes asset management tools for the creation and maintenance of asset management
plans. A drop-box will be available for systems to share their asset management plans and
obtain a professional review and guidance.

Nebraska

The Nebraska Department of Environment and Energy's Capacity Development webpage
includes guidance documentation, resources, and tools for AM.

Nevada

Guidance materials detailing the benefits of asset management programs are shared with all
PWSs.

New Jersey

Several resources have been developed and are available on webpages, including guidance on
asset management plan development, FAQ documents, best management practices, and an
asset management program checklist.

New York

The state offers a variety of templates, guidance documents, and standard operating
procedures related to AM.

North Carolina

Guidance documents including Asset Inventory and Assessment Grant Priority Rating System
Guidance and Public Water System Capacity Development Guidance Document are available on
the state's PWS section website.

Ohio

An asset management program template is available for non-CWSs as guidance. Guidance
outlining the minimum requirements for an asset management program is also included in the
state codes (OAC Chapter 3745-87).

Oregon

The state provides an asset management handout for guidance, a customized asset
management tool/template that PWSs can use to develop an asset management plan, and
specific guidance for small PWSs on AM.

Puerto Rico

Puerto Rico's Capacity Development Manual is a tool to assist and guide systems in
understanding and attaining capacity, in which asset management is planned to be introduced.

South Dakota

The new Water System Planning Manual includes information about managing assets.

Texas

Guidance on the state's website includes free templates, managing small water systems
guidance documents, outlines, and other asset management planning tools and resources for
water systems, such as the Small Business and Local Government Assistance Asset
Management Worksheet.

Utah

Utah DDW updates information resources related to asset management (including guidebooks
and reference documents, spreadsheets, etc.) to be included on their website.

Vermont

Guidance documents, including asset management and future planning resources, are available
online.

Washington

The state partners with the Departments of Commerce and Ecology, and the Utilities and
Transportation Commission to provide financing and financial literacy guidance on topics such
as asset management and rate setting. The state also provides RCAC's asset inventory
worksheet that allows a water system to document its full asset inventory and address the
condition of each asset.

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State

Description

West Virginia

Guidance documents have been created for use by systems during the creation of an asset
management plan. These documents, collectively known as the Basic Submission Documents
for Asset Management are a collection of spreadsheets and tracking tools that are instrumental
to a system's ability to plan for future operations.

Wisconsin

The Wisconsin DNR asset management webpage includes tools, resources, and guides on AM.
The Environmental Loans webpage also includes guidance on asset management plans and
how to create an asset inventory that will qualify the system for principal forgiveness points.

Wyoming

WDEQ has online spreadsheets with guidance on how to create an asset management plan.

Asset Management Questions in Capacity Assessments

Alaska

Content describing the benefits and specifics of asset management is being integrated into
ADEC Statewide Capacity Development Survey.

California

The state Capacity Assessment incorporates four of EPA's five core questions of an asset
management plan.

Connecticut

A Capacity Assessment Tool is available to help identify asset-related infrastructure deficiencies
such as corroded and rusted assets and water losses.

Delaware

Delaware's Capacity Development Program reviews whether there is an asset management
plan. The Capacity Development program will encourage PWSs to create and implement an
asset management plan as determined.

Hawaii

All new community and NTNC systems must submit for SDWB's review and approval a Capacity
Evaluation of New Water Systems form, which is designed as an asset management plan for
small systems.

Illinois

An asset management section will be added to the TMF capacity pre-screening survey that is
currently implemented in lEPA's engineering evaluations by May 31, 2023.

Louisiana

Each quarter, at least twenty existing PWSs are selected for capacity assessments, which
include a question asking if an asset management plan is in place.

Massachusetts

The Capacity Development Program developed and distributed an online Capacity Survey to
PWSs which includes questions about asset management plans.

Mississippi

Starting in 2024, new capacity assessments will incorporate questions regarding the
development of asset management plans.

Montana

AM questions have been incorporated into the capacity development self-assessment form.
Self-assessment forms will be provided to systems through sanitary surveys, technical
assistance visits, engineering review, rules management, and training events. The self-
assessment form will be provided to systems with an ETT score greater than 10 when
appropriate.

Nebraska

The PWS Capacity Survey includes additional questions related to asset management and its
five core elements.

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State

Description

Nevada

Questions about the development of asset management programs and the public outreach on
their use are included within capacity surveys.

New York

NYSDOH integrated the five-core asset management questions into their capacity assessment
scorecard. The Department will analyze data to assess PWS needs for each core question.
When following up with systems after completion of the capacity assessment scorecard, the
state also encourages systems to implement asset management measures.

North Dakota

The state's self-evaluation capacity assessment/questionnaire form includes questions on AM.

Oklahoma

The Capacity Development Baseline Project surveys all water systems in the state serving
10,000 or fewer customers once every three years, including regarding the development and
implementation of asset management plans.

Oregon

The state is updating the current DWSRF Capacity Assessment Report Form and New Water
System Capacity Requirements Checklist to include questions on AM.

South Dakota

South Dakota's Capacity Assessment Worksheets address all areas of capacity, including asset
management questions.

Utah

The Capacity Assessment Worksheets have been updated to include questions regarding
AM. High priority systems are sent self-assessment worksheets which include five core
components of asset management and references to Utah DDW's website for additional asset
management information.

Vermont

All CWSs are asked to complete a Capacity Survey including components related to AM.

Wyoming

WDEQ has included asset management related questions in their Capacity Development Self-
Assessment Questionnaire.

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Internal Activities

Table 7; Asset Management Internal Activities

State

Description

Asset Management Training for State Staff

Illinois

Illinois EPA drinking water staff will receive training via the U.S. EPA's asset management training
modules.

Iowa

IDNR staff, operators, city administrators, and the public are provided training on the importance
of AM. Asset management concepts are also incorporated into board training presentations.

Missouri

Funding is available for implementing asset management training for Missouri Department of
Natural Resources team members in addition to PWSs.

Montana

The state is implementing and supporting the training of a designated Capacity Development
Coordinator position in the MDEQ Public Water Supply. The long-term goals of this position will
direct capacity development efforts with emphasis on AM.

Nebraska

Nebraska Department of Environment and Energy staff are trained on the basics of AM.

New Jersey

NJ DEP staff need regular and ongoing training to provide technical assistance. Training topics
must cover Federal and State SDWA regulations, asset management planning requirements and
more.

Virginia

VDH-ODW, SERCAP, and Virginia Rural Water Association have attended a "Train the Trainer"
course conducted by a third-party engineering firm and participated in an offshoot small
workgroup to collaborate on asset management plans and training.

Wisconsin

Wisconsin DNR staff have and continue to attend asset management trainings and engage in a
variety of workshops, discussions, and other communications regarding AM.

Considering Incentives for Asset Management in SRF Program

Alaska

Starting in 2024, the state's SRF plans to incorporate asset management into the project
evaluation and scoring process to further incentivize the development and implementation of
asset management plans.

California

Special conditions may be added to the funding agreements to require funding recipients to
undertake feasible and appropriate changes to enhance their capacity, such as creation of an
asset management plan.

Iowa

The Strategic Planning Advisory Board is considering developing incentives for PWSs who
developed an asset management plan and follow through with implementation.

Considering an Asset Management Regulatory Requirement

Illinois

In the future, the Illinois EPA plans to explore the possibility of requiring asset management plans
for DWSRF loan applicants as well as for systems applying for a construction permit to increase
capacity by greater than 20 percent.

Mississippi

Through a revision to its water supply statute and/or regulations, Mississippi State Department of
Health intends to require new PWSs to develop an asset management plan.

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State

Description

Oregon

The state has plans to later apply its Capacity Development Program review to evaluate whether
regulatory legislative change is necessary for a water system to use AM.

Puerto Rico

Puerto Rico is considering installing asset management requirements.

Tennessee

TDEC plans to modify rule 0400-45-01-.04(6) to ensure the definition of the Capacity
Development Plan includes an asset management plan component.

Other Future Implementations for Asset Management

Alaska

ADEC has procured a contractor to conduct a statewide survey of stakeholders and partners to
gather insight into the capacity-building needs of systems statewide. The survey will include asset
management questions.

California

The State Water Board plans to collect asset inventory (sources, treatment, and distribution),
planning, and resiliency data from water systems.

Idaho

IDEQ's Drinking Water Bureau is developing a new electronic document management system that
will track and report which PWSs are missing asset management plans, among other documents.

Iowa

The Strategic Planning Advisory board is considering several future initiatives, funding programs
that support AM, implementing marketing on the value of AM, and conducting a follow-up survey
about the asset management plan.

Maine

The state is considering the development of a grant program for asset management planning.

Nebraska

The state is developing asset management training/mentoring for new operators at very small
water systems.

New Hampshire

NHDES is considering new grant opportunities for implementing asset management for very small
systems serving less than 500 people.

Ohio

The state plans to track and analyze annual metrics reports to further plan out state asset
management approaches and measure improvements to capacity.

Pennsylvania

PA DEP's plans include developing a statewide list of all systems needing an asset management
plan. After developing this list, it could be used to target water systems for attending asset
management plan training, webinars, and technical assistance.

Puerto Rico

Puerto Rico is considering revising its priority ranking system to include criteria related to AM,
planning a train-the-trainer session for personnel about asset management techniques, and
utilizing sanitary surveys to examine parameters related to AM.

Virginia

The state is seeking future opportunities to present asset management training to operators and
waterworks staff at conferences, seminars, webinars, and more.

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Appendix A. State Asset Management Resources

Table 8: State Asset Management Resources

State

Resources

Alabama

Department of Environmental Management Asset Management Presentation:
https://adem.alabama.gov/misc/swconf2022/AssetManagement.pdf
Alabama Rural Water Association Asset Management Service:
https://www.alruralwater.com/WEB/services/member/mem-asset-mgmt.php
Alabama Environmental Regulations and Laws - Water Supply Program:
https://adem.alabama.gov/alEnviroReglaws/files/Division7.pdf

Alaska

ADEC Training Calendar:

https://dec.alaska.gov/water/operator-certification/training-calendar/

Arizona

Department of Environmental Quality Asset Management webpage:
https://azdea.gov/asset-management

Arkansas

Arkansas Capacity Development Strategy For Existing PWSs:

https://www.healthv.arkansas.gov/images/uploads/pdf/CapacitvDevelopmentStrategvExistingSvste
ms.pdf

Oversight of Retail Water Providers Act:

https://www.agriculture.arkansas.gov/natural-resources/divisions/water-development/oversight-of-



retail-water-providers/

California

California Capacity Development Strategy for PWSs:

https://www.waterboards.ca.gov/drinking water/certlic/drinkingwater/docs/2022/2022-capdev-
strategv-v2.pdf

Sustainable Groundwater Management Act:

https://water.ca.gov/programs/groundwater-management/sgma-groundwater-management

Colorado

Colorado Water Quality Regulations, Policies, and Guidance:
https://cdphe.colorado.gov/water-qualitv-regulations-policies-and-guidance

Connecticut

Capacity Development for Small PWSs:

https://portal.ct.gov/DPH/Drinking-Water/DWS/Capacitv-Development—Main-Page

Connecticut General Statutes:

https://www.cga.ct.gov/2021/pub/titles.htm

Delaware

Department of Natural Resources and Environmental Control Asset Management Incentive Program:
https://dnrec.alpha.delaware.gov/environmental-finance/asset-management/

Florida

Funding Assistance for Water Projects in Florida:
https://floridadep.gov/sites/default/files/Funding Florida DWRA.pdf.

Florida Water Management Inventory Details:

https://www.floridahealth.gov/environmental-health/drinking-water/flwmi/details.html

Georgia

Asset Management Plans for Public Water:

https://epd.georgia.gov/document/document/appendix-c-asset-management-draft-sept-
2022pdf/download

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State

Resources

Hawaii

Report to the Governor on the Effectiveness of the Capacity Development Strategic Plan to Improve
PWSs in the State of Hawaii:

https://health.hawaii.gov/sdwb/files/2019/09/2019-Report-to-Gov.FINAL .pdf

Idaho

Capacity Development - Idaho Department of Environmental Quality:
https://www.dea.idaho.gov/water-aualitv/drinking-water/public-water-svstem-

switchboard/capacitv-development/

Illinois

Illinois Environmental Protection Agency Capacity Development:

https://epa.illinois.gov/topics/drinking-water/field-operations/capacitv-development.html

Illinois Environmental Protection Agency Asset Management:

https://epa.illinois.gov/topics/drinking-water/field-operations/asset-management.html

Indiana

Indiana Department of Environmental Management Drinking Water Capacity Development, Operator
Certification, Permits, and Backflow Prevention and Cross Connection Control Program:
https://www.in.gov/idem/cleanwater/drinking-water/drinking-water-operator-certification/

Asset Management Program Guidance for the Indiana State Revolving Fund Loan Program:
https://www.in.gov/ifa/srf/files/AMP-Guidance-Packet-update-9-17-2019.pdf

Iowa

Drinking Water Compliance- IDNR:

https://www.iowadnr.gov/Environmental-Protection/Water-Qualitv/Drinking-Water-Compliance

Kansas

AM Kan Work- An Asset Management and Energy Efficiency Manual sponsored by the Kansas
Department of Health and Environment:

https://swefcamswitchboard.unm.edu/am/go/am-kan-work-an-asset-management-and-energv-

efficiencv-manual/

Kentucky

Drinking Water Planning - Kentucky Energy and Environment:

https://eec.kv.gov/Environmental-Protection/Water/Drinking/DWProfessionals/Pages/Drinking-

Water-Planning.aspx

Louisiana

Department of Health Capacity Development Program:
https://ldh.la.gov/page/433

Louisiana Administration Code- PWS Capacity Development:
https://www.doa.la.gov/media/52pfpizc/48v2.pdf

Maine

Maine DWSRF page:

https://www.maine.gov/dhhs/mecdc/environmental-health/dwp/pws/srf.shtml

Maryland

Capacity Development for Maryland Public Drinking Water:

https://mde.marvland.gov/programs/water/water supplv/Documents/MD2017CapacitvDevelopme

ntReport.pdf

Capacity Management Guidelines:

https://mde.marvland.gov/programs/ResearchCenter/eMDE/Pages/vol2no4/guidelines.aspx

Massachusetts

Asset Management Planning Grant Program:

https://www.mass.gov/service-details/asset-management-planning-grant-program

Massachusetts Drinking Water Regulations:

https://www.mass.gov/regulations/310-CMR-22-the-massachusetts-drinking-water-regulations

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State

Resources

Michigan

Michigan Capacity Development:

https://www.michigan.gov/egle/about/organization/drinking-water-and-environmental-

health/communitv-water-supplv/capacitv-development

Michigan Asset Management:

https://www.michigan.gov/egle/about/organization/Drinking-Water-and-Environmental-
Health/communitv-water-supplv/asset-management

Minnesota

Minnesota Department of Health 2020 Drinking Water Capacity Development Report to the
Governor:

https://www.health.state.mn.us/communities/environment/water/docs/2020govdevreport.pdf
Minnesota Rural Water Association's Asset Management Guidance for Water and Wastewater
Systems:

https://www.mrwa.com/tools/asset-management/

Mississippi

Water Supply - Mississippi State Department of Health:
https://msdh.ms.gov/page/30,0,76.html

Missouri

Missouri Water Safety and Security Act:

https://www.senate.mo.gov/19info/BTS Web/Bill.aspx?SessionTvpe=R&BilllD=42.

Montana

Montana Capacity Development:
https://dea.mt.gov/Water/Programs/dw-capacitv
State of Montana Capacity Development Strategy:

https://deq.mt.gov/files/Water/capacitv-development/MT%202022%20CD%20Strategv%20Final.pdf





Nebraska

Department of Environment and Energy Capacity Development webpage:
http://dee.ne.gov/NDEQProg.nsf/OnWeb/DWCDR

Department of Environment and Energy Asset Inventory Guide for Very Small Systems and Asset
Management Guide:

http://dee.ne.gov/NDEQProg.nsf/OnWeb/PWS

Nevada

Division of Environmental Protection Capacity Development webpage:
https://ndep.nv.gov/water/financing-infrastructure/capacitv-development
Nevada Regulations - Water Controls:
https://www.leg.state.nv.us/nac/nac-445a.html

New

Hampshire

Department of Environmental Services Drinking Water-Related Grants:
https://www.des.nh.gov/business-and-communitv/loans-and-grants/drinking-water

New Jersey

New Jersey Capacity Development Program:

https://www.state.ni.us/dep/watersupplv/dws loans capdev.html
New Jersey Asset Management Policy Program:
https://www.ni.gov/dep/assetmanagement/

Asset Management Technical Guidance Document:

https://www.ni.gov/dep/assetmanagement/pdf/asset-management-plan-guidance.pdf

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State

Resources

New Mexico

State of New Mexico Capacity Development Program Triennial Report to the Governor State Fiscal
Years 2018-2020:

https://www.env.nm.gov/drinking water/wp-content/uploads/sites/5/2017/08/NM-SFY-2018-2020-

Cap-Dev-Triennial-Gov-Report-2020-09-30.pdf

New Mexico Environment Department Capacity Assistance Contracts:
https://WWW.ENV.NM.GOV/DRINKING WATER/CAPACITY-CONTRACTS/

Southwest EFC Asset Management Switchboard:
https://swefcamswitchboard.unm.edu/am/

New York

New York State Asset Management for Publicly Owned Treatment Works:
https://www.dec.nv.gov/chemical/101412.html

New York State Capacity Development Program:
https://www.health.nv.gov/environmental/water/drinking/capacitv/

North Carolina

Department of Environmental Quality Asset Inventory and Assessment grants:
https://dea.nc.gov/about/divisions/water-infrastructure/i-need-funding/asset-and-inventorv-

assessment-grants

North Carolina General Assembly Legislation - Water Infrastructure:
https://www.ncleg.gov/enactedlegislation/statutes/html/bvchapter/chapter 159g.html

PWS Capacity Development Guidance Document: https://deq.nc.gov/about/divisions/water-
resources/drinking-water/capacitv-development

North Dakota

Existing Water System Capacity Strategy:

https://dea.nd.gov/Publications/MF/ExistingWaterSvstemCapacitv.pdf?v=2

Ohio

Ohio Environmental Protection Agency Asset Management webpage:

https://epa.ohio.gov/divisions-and-offices/drinking-and-ground-waters/public-water-svstems/asset-

management

Ohio Administration Code - Contents of Asset Management Program:
https://codes.ohio.gov/ohio-administrative-code/rule-3745-87-03

Oklahoma

Department of Environmental Quality Asset Management webpage:

https://www.dea.ok.gov/water-aualitv-division/operator-certification/online-training-catalog/asset-

management/

Capacity Development and Technical Assistance:

https://www.dea.ok.gov/water-aualitv-division/public-water-supplv/capacitv-development/

Oregon

Oregon Health Authority: Capacity Development Tools and Resources:

https://www.oregon.gov/oha/PH/HEALTHYENVIRONMENTS/DRINKINGWATER/OPERATIONS/CAPACI

TY/Pages/financial-resources.aspx

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State

Resources

Pennsylvania

Department of Environmental Protection Asset Management webpage:

https://www.dep.pa.gov/Business/Water/BureauSafeDrinkingWater/CapabilitvEnhancement/Pages/

AssetManagement.aspx

Pennsylvania Infrastructure Investment Authority:
https://www.pennvest.pa.gov/Pages/default.aspx
Wastewater Technical Assistance Program:

https://www.dep.pa.gov/Business/Water/CleanWater/WastewaterOps/Pages/Operator-Outreach-

Program.aspx

Pennsylvania Code - Safe Drinking Water:

http://www.pacodeandbulletin.gov/secure/pacode/data/025/chapterl09/025 0109.pdf

Puerto Rico

Check List Capacity Development Program New Drinking Water System Capacity Assurance Plan:
http://www.salud.pr.gov/CMS/DOWNLOAD/7434

Rhode Island

Public Drinking Water Program Department of Health:
https://health.ri.gov/programs/detail.phpPpgm id=158

South Carolina

Capacity Development Strategy for PWSs:

https://scdhec.gov/bureau-water/capacitv-development-strategv-Public-water-svstems

Training Resources - South Carolina Rural Infrastructure Authority:
https://ria.sc.gov/utilitv-viabilitv/viabilitv-toolkit/training/

South Dakota

Capacity Assurance and DWSRF Loans:

https://danr.sd.gov/OfficeOfWater/DrinkingWater/CapacitvDevelopment.aspx

Drinking Water Requirements for New Systems:

https://danr.sd.gov/OfficeOfWater/DrinkingWater/DrinkingWaterRequirementsForNewSvstems.aspx

Tennessee

Rules of TDEC Division of Water Resources:

https://publications.tnsosfiles.com/rules/0400/0400-45/0400-45-01.20190217.pdf

Texas

Asset Management Program for Small Systems:
https://www.twdb.texas.gov/financial/programs/ampss/index.asp

Regulatory Guidance Managing Small PWSs, Asset Management:
https://www.tceq.texas.gov/downloads/assistance/publications/rg-501a.pdf

Utah

Capacity Development Division of Drinking Water:

https://deq.utah.gov/drinking-water/capacitv-development-division-drinking-water

Utah Admin. Code Section R309-700-5 - Implementing an Asset Management Program:
https://casetext.com/regulation/utah-administrative-code/environmental-qualitv/title-r309-

drinking-water/rule-r309-700-financial-assistance-state-drinking-water-state-revolving-fund-srf-loan-

program/section-r309-700-5-implementing-an-asset-management-program

Vermont

Department of Environmental Conservation Asset Management Program:
https://dec.vermont.gov/water/drinking-water/capacitv-dev/asset-management

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State

Resources

Virginia

Department of Health Asset Management:

https://www.vdh.virginia.gov/drinking-water/capacitv-development/asset-management/

Virginia Waterworks Regulations:

https://www.vdh.virginia.gov/content/uploads/sites/14/2021/10/WW-Regs-effective-June-2021-

l.pdf

Planning & Design Fund Application & Information:

https://www.vdh.virginia.gov/drinking-water/capacitv-development/planning-and-design-fund/

Washington

Water System Capacity Development - Washington State Department of Health:
https://doh.wa.gov/communitv-and-environment/drinking-water/water-svstem-assistance/capacitv-

development

West Virginia

West Virginia Asset Management Guidance:

https://oehs.wvdhhr.org/eed/infrastructure-capacitv-development/asset-management-for-vour-

water-svstem/

Wisconsin

Wisconsin Department of Natural Resources Environmental Loans:
https://dnr.wisconsin.gov/aid/EIF.html

Wisconsin Department of Natural Resources Asset Management:
https://dnr.wisconsin.gov/topic/DrinkingWater/AssetManagement.html

Wisconsin's Capacity Development Program:

https://dnr.wisconsin.gov/topic/DrinkingWater/CapacitvDevelopment.html

Wyoming

Wyoming Department of Environmental Quality State Revolving Loan Fund:
https://dea.wvoming.gov/water-aualitv/water-wastewater/state-revolving-loan-fund/



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