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Environmental Loans Notice of Intent to Apply (ITA) &
Priority Evaluation and Ranking Formula (PERF)

Each municipality that plans to apply for financial assistance for their water infrastructure project, from either the Clean Water Fund Program (CWFP) or the Safe Drinking Water Loan Program (SDWLP), is required to complete and submit online an Intent to Apply (ITA) & Priority Evaluation and Ranking Formula (PERF) by the October 31st deadline for the following state fiscal year (SFY) funding cycle. The ITA/PERF is the first step for a municipality to be eligible to submit a financial assistance application.

All ITAs/PERFs must:

  • be submitted online (with required documentation),
  • be submitted annually (they are only valid for one SFY), and
  • be submitted by October 31 for the project to be eligible for funding the following SFY.
    • EXAMPLE: ITA/PERFs submitted by October 31, 2019 are eligible for funding in SFY 2021, which begins July 1, 2020 and ends June 30, 2021.

Submit does not mean commit

Submitting an ITA/PERF does not commit a municipality to apply for financial assistance from the CWFP or SDWLP. If eligible, a valid ITA/PERF simply ensures the project is listed on the Project Priority List (PPL) for that SFY, which makes the municipality eligible to submit an application for funding, if that is their desire.

Re-Submit if your project doesn't move forward

If you're not sure when your project will need funding, submit an ITA/PERF early in the planning process. If your project doesn't move forward, you can resubmit your ITA/PERF for the following SFY funding cycle.

In the online system, municipalities can view lists of all their previously submitted ITAs. When viewing the details of an ITA, municipalities can copy a previous ITA to create a new one. An existing ITA's information may be updated and reused for future project entries.

  • If you're going to reuse an ITA, remember to update the project costs for each year.
  • Be sure to describe the project scope in detail. Your application's project scope must match that of your ITA's to be eligible for funding.

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Don't be late!

If an ITA/PERF is submitted after the deadline, the municipality will not be able to submit a financial assistance application for two years.

EXAMPLE: If a municipality is seeking SFY 2021 funding, they must submit their SDWLP ITA/PERF by the 10/31/2019 deadline. If they miss that deadline, they must submit the ITA/PERF by the 10/31/2020 deadline, then the SDWLP Application by the 6/30/2021 deadline to be eligible for SFY 2022 funding.

Submit separately

For a project with both a CWFP and SDWLP component (for example, replacing sewer and water mains) a municipality needs to submit a separate CWFP and SDWLP ITA/PERF to be eligible to apply for funding for both costs.

For CWFP projects, if the municipality is seeking funding for both a wastewater treatment plant project and a collection system project, each need to be submitted as separate ITA/PERFs; wastewater treatment plant projects and collection system projects each have unique scoring criteria.

For SDWLP projects, a municipality also needs to be sure to submit an ITA/PERF for each distinct project for which they are planning to submit an application. For example, if a municipality is planning on upgrading their SCADA system as well as providing additional treatment to their water system, each of those distinct activities needs a separate ITA/PERF. Because funding is more limited in the SDWLP, the department is careful to score each distinct project separately in case there are insufficient funds for the applications submitted any given year. The department priority score reflects the human health and environmental impacts each distinct project will address.

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Submit details

In order for the department to determine whether a municipality is requesting assistance for more than one project and for scoring purposes, the project scope description on the ITA/PERF must be detailed.

Detailed Project Scope Description:

  • Explain the reason for the project, including the problem to be solved.
  • Describe the overall scope of the project and the proposed solution to the problem.
    • EXAMPLE: State whether you will construct treatment or dig a new well to solve a problem with high radium levels in an existing well.
  • Describe in detail all significant portions of the project's proposed solution, including:
    • Any new construction or installation of structures, equipment, or processes;
    • Any upgrade, repair, replacement, or modifications of existing equipment or facilities;
    • Any modifications to existing processes; and
    • Include project location(s), street location(s), street names, names of water bodies, and other useful information.

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Project Priority List (PPL)

DNR publishes an annual Project Priority List (PPL) for the CWFP and the SDWLP. A PPL includes projects for which municipalities submitted ITA & PERF information by the October 31st deadline for the following state fiscal year funding cycle. The PPL identifies, in priority score order, the projects for which municipalities may submit a financial assistance application for either the CWFP or SDWLP for the corresponding state fiscal year.

The information provided in the PERF reflects the human health and environmental impacts the project will address, and determines its priority score. The principal forgiveness (PF) allocation methodology is structured to allocate PF funds to projects with the highest priority scores in municipalities with the greatest financial need.

Contact information
For information about CWFP projects or ITA/PERFs, contact:
Lisa Bushby
Clean Water Fund Program (CWFP) coordinator
For information about SDWLP projects or ITA/PERFs, contact:
Nicole (Mathews) Fuentes
Safe Drinking Water Loan Program (SDWLP) coordinator

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Last revised: Thursday June 20 2019