At a Gla

24-P-0028
March 14, 2024

The EPA Should Improve Annual Reviews to Protect Infrastructure
Investment and Jobs Act Grants to Clean Water State Revolving Funds

Why We Did This Audit

To accomplish this objective:

The U.S. Environmental Protection
Agency Office of Inspector General
conducted this audit to determine
whether the EPA is prepared to
oversee, through its annual review
process, the Infrastructure Investment
and Jobs Act funds invested in the
Clean Water State Revolving
Fund Program.

Since its inception in 1987, this
program has provided more than
$172 billion to states to help improve
water quality. And in 2021, as part of
the Infrastructure Investment and Jobs
Act, Congress provided supplemental
appropriations of about $12.7 billion for
the program. Congress appropriated
these funds from fiscal year 2022
through 2026, and the money is
available until expended.

The Clean Water Act, as amended,
requires the EPA to conduct an annual
oversight review of each state's Clean
Water State Revolving Fund. EPA
regional offices perform these reviews
under the guidance of the Office
of Water.

To support this EPA mission-related
effort:

•	Ensuring clean and safe water.

To address this top EPA
management challenge:

•	Managing grants, contracts, and
data systems.

Address inquiries to our public
affairs office at (202) 566-2391 or
OIG.PublicAffairs@epa.gov.

List of OIG reports.

What We Found

The EPA's Office of Water has not always ensured the EPA regional offices adhered to the
Clean Water State Revolving Fund, or CWSRF, annual review guidance. For example,
EPA regions did not always answer review checklist questions completely or support their
recommendations in their checklists. The Office of Water also does not consistently monitor
annual reviews performed by the regional offices. Region 6, for example, identified a
growing $98.7 million balance of loan origination fees in the Texas CWSRF in state fiscal
year 2021. While the region recommended that the state spend the fees annually, the
Office of Water did not follow up or provide additional guidance regarding the funds.

Additionally, the Office of Water's annual review guidance on CWSRF audit requirements is
inconsistent with program regulations at 40 C.F.R. § 35.3165(d), which implement the
Clean Water Act audit requirements, codified at 33 U.S.C. § 1386(b). Those regulations
require an annual audit of the CWSRF's financial statements and its compliance with state
revolving fund program requirements. The Office of Water's existing annual review
guidance advises regional staff that a state can substitute a statewide audit for an audit of
the CWSRF; however, a statewide audit does not always include testing of or reporting on
the CWSRF's financial statements or compliance with CWSRF program requirements.

During fiscal year 2022 through 2026, the EPA will receive about
$12.7 billion in Infrastructure Investment and Jobs Act funds for CWSRF
grants, in addition to an estimated $4.2 billion in regular annual
appropriations. Without proper oversight of the annual review process,
these funds will be more susceptible to fraud, waste, and abuse, and the
success of the CWSRF Program may be at risk.

Recommendations and Planned Agency Corrective Actions

To improve annual reviews, we recommend that the Office of Water implement procedures
to ensure consistent oversight, including creating a system for tracking the resultant
recommendations. We recommend that the Office of Water update the annual review
guidance regarding fees and audits. We also recommend that the assistant administrator
for Water, in coordination with the associate administrator for Policy, update the EPA's
regulations implementing the CWSRF audit requirement at 33 U.S.C. § 1386(b) to ensure
that they clearly articulate the requirements and the EPA's expectations regarding audits of
state revolving funds. The Office of Water agreed with our recommendations and provided
acceptable corrective actions and estimated completion dates. We consider the
recommendations resolved with corrective actions pending.

Noteworthy Achievements

As a result of our audit, the Office of Water took immediate action to implement processes
for improving oversight, including reviewing all program evaluation reports and tracking and
monitoring required action items year to year. The Office of Water also informed us that it is
in the process of updating the CWSRF regulations to ensure that they are reflective of
oversight needs.


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