### Table of Contents (click on an item) NAVIGATION

LOAN INFORMATION Borrower Assistance Type Agreement History % Funded by CWSRF CWSRF Total from all Projects $ Effective Interest Rate Repayment Period Tracking # Other # Incremental Funding Loan funds one or more NPS Projects Assign Assistance to Federal Grant(s)

PROJECT INFORMATION CW Needs Survey Number Project Description WastewaterVo lume Discharge Affected Permit Information Affected Waterbodies Project Location Project Improvement/Maintenance of Water Quality Contribution to Protection or Restora tion of the Waterbody and Other Uses

REPORTS Reporting for Specific Project Types Required versus optional fields

_______________________________________________________________ Highlight Required Fields To see highlighting on the required fields for NIMS, FFATA, or Grant Requirements Reporting, choose the reporting category from the dropdown list and click the "Highlight" button. Click "Clear Highlight" to remove the highlighting.
Filling in the highlighted NIMS fields completely will assist you in running accurate NIMS reports from the reporting file. While a field may be highlighte d, it is only required if the value is applicable (ex: Green Project Reserve funding).

NAVIGATION [Return to Top] Page 1 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmLoan Selection Select a loan from the Loan Selection second-tier tab under the Loan Inform ation tab. Highlight a row and click the Loan and Project Details tab, or double click the row. List Filtering Use the available filters to narrow your loan sear ch. To clear filters, click Clear All Filters.
A dd or Delete a Loan se these buttons to enter or remove loan and project records. Create a new record or delete a selected record from the Other Actionssection of the Loan Selection tab. Copy From Another Project Click on this button to bring up a pop-up windowthat will let you import the project data from another project under this loan or any other loan. This is a one-ti me copy. Changes to the source project will not be reflected in the current projec t after you copy in the source data. This feature saves time if much of the information for the curre nt project is the same as the information for a project already in the system. [ To print ] the current reporting screen, key CTRL+P. C lick on the “Preferences” button, then the

“ Layout” tab and select landscape un der the orientation option. Click OK to print. To print a pdf report of the current project, click on the print icon and open the pdf file.
SaveThis application times out after 30 minutes of inactivity. To save the information you enter, click Saveat the top of the loan, or navigate to an y other tab within CBR.Always click the Save button before checking the Record Complete checkb ox. Refrain from use of the Internet Explorer browser's Back, Forward, Refres h, and other navigation button s. Using these or closing the browser without logging out can result in a loss of entered data. Record Complete

“ SAVE first, then check to mark ascomplete." If this ch eckbox is checked, a user must uncheck the box to edit the record. When the project inform ation to be entered is complete, please check this box. If required loan information is not entered (Borrower Name, a non-zero CWSRF Assistance Amount, Loan Executio n Date, Interest Rate, % Funded by CWSRF, and Loan Tracking Number), a pop-up will appear st ating which information is not entered and you will not be able to check off this box. In the future , more project information may be re quired to be able to check this box.
Note: This checkbox denotes that the loan and project record are complete, not that the loan or project itself is complete. It is a useful tool to signify and make sure all necessary loan information is entered.

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ENTER LOAN INFORMATION [Return to Top] Data entry is organized first by lo an, then by details for one or moreprojects that are financed by the loan. In the top portion of the page, enter information on individual CWSRF loans. Enter detailed information on individual projec ts financed by the loan and the environmental benefits of these projects in the second portion of the page, entitled ENTER PROJECT INFORMATION

. Project activities financed by the same loan may differ in terms of their on-the-ground results and environmental impacts. Report differ ent activities as separate projects where it makes sense to do so

. Add multi p le p roj ect records b yclickin g the Add a Pro ject button

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3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmBorrower When creating a new loan you must select a borro wer. If the borrower already has an existing loan, then 1) choose a borrower from the dropdo wn list. These borrowers are pre-populated from the existing loans for your state. I f the borrower is not on the li st, then 2) add a new borrower by following the steps listed below.
Add/Edit/View Borro wer Information 1) Add a Borrower : Adding a borrower should only occur when the borrower for the new loan is not listed within the borrower dropdown list. To a dd a borrower, choose “Add” and this will bring up a popup to enter the new bo rrower information. Click "Save an d Close" when you complete your entries or "Cancel" to not create a new borrower. Once the new borrower is created you can then choose the entry from the borrower dropdown list. 2) Edit/View a Borrower : To edit or view a borrower, click “Edit/View” and this will bring up a popup to edit/view the borrower information. When you are finished viewing or editing the borrower information, click “Close”.

Assistance Type If CWSRF assistance does not take the form of a loan (the default entry), select one of the following choices from the dropdown menu: Loan (default value) Refinance Short-term Debt Refinance Long-term Debt Guarantee/Purchase Insurance Sub-state Revolving Fund.

AGREEMENT HISTORY Agreement History Summary Displays Initial Agreement and Current Action da tes, Assistance Provided, and any Additional Subsidy, if provided. Data is entered on the Agreement History page by clicking the ‘Edit/View Agreement History’ button within the Summary. Edit/View Agreement History (button/popup) Popup window displays all Agreement History acti ons that have been adde d for this project(s). Agreement actions must be entered in chronological order. Able to A dd, Edit, or Delete Agreement Actions from this popup. A Binding Commitment Action is not counted towards the Agreement Action Totals. Agreement History Details Accessible from the "Add Action" or "Edi t Action" buttons on Agreement History
Select an Action Type Add Action: Select the agreement action. Once an Agreement History record is created with the selected Action Type, the Action Type cannot bechanged. Action Types must be entered in the following order: 1) Initial Agreement must be en tered before any subseque nt action (Amendment, Final Agreement, Other). If entering an optional Binding Commitment, the Binding Commitment must be entered prior to the Initial Agreement. 2) Amendment, Final Agre ement, or Other actions may be entered in any order befi tting of the actual chronological funding history of the loan. Binding Commitment Optional entry. An actual CWSRF binding commitment for a project is defined as the legal obligation by the State to a local assistance re cipient that defines the terms and timing for assistance through the CWSRF. If the date of a Bindin g Commitment and Initial A g reement are the same, only enter an Initial Page 3 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmAgreement. The Initial Agreement will serve asthe Binding Commitment (see below regarding NIMS).

The amount of assistance , when entered as a Binding Commitmen t, is not recognized in CBR for reporting purposes until there is an Initial Agre ement entered. A Binding Commitment action will not display in the Agreement History Summary or on the Loan List, but can be viewed in Agreement History popup (list of Agreement History actions).
Reporting Binding Commitments to NIMS - When a Binding Commitments Action is entered to CBR, that Binding Commitment date and amount will be counted towards NIMS Binding Commitments. When a Binding Commitment Action is not entered, Initial Agreement will serve as the date and assistance amount for NIMS Bind ing Commitments. Thus, if the date of a Binding Commitment and Initial Agreement are the same, only enter an In itial Agreement. For Binding Commitment Actions entered, the Initial Agreement AND any subsequent Actions (Amendment, Final Agreement, or Other) will serve as net changes to the Binding Commitment amount reported to NIMS. When Binding Commitment Actions are not entered, the In itial Agreement serves as the original Binding Commitment, then any subsequent Actions (Amendme nt, Final Agreement, or Other) will serve as net changes to the Binding Commitment amount reported to NIMS. I

nitial Agreemen t An executed CWSRF Assistance Co ntract/Agreement. An Initial Agreement must be entered prior to an Amendment, Final Agreement, or Other action. If your stat e considers a Binding Commitment and an Initial Agreement one in the same, or if Binding Commitment and Initial Agreement have the same date and amount, enter your first Agreement Action as an Initial Agreement.
If the project design is not fully determined when the loan is executed or when the borrower issues a bond to the state CWSRF program, you can wait fo r the final design before updating or filling in the rest of the Loan and Project Details record A mendmen t An action is considered an Amendment if it is 1) a true Amendment to the Initial Loan Agreement or 2) An additional/supplemental Loan Agreement funding the same project where the terms of the loan are not different than the Initial Agreement. (If an additional Loan Agreement is funding a distinct additional phase of the pr oject, or the loan terms are different, Add a New Loan from Loan List and mark the record as"Incremental Funding.")
Final Agreement An action is considered a Final Agreement if there is a true Final Agreemen t associated with this loan. Otherwise, a Final Agreement Action is not required if the last action entered (Initial Agreement or Amendment) captured the final To tal Amount of Assistan ce disbursed to the Borrower.

Other Any other action that is not an Amendment or Final Agreement (as defined), but is a distinct change or update to the Loan Agreement's A ssistance, Subsidy, or GPR amount (i.e. Final disbursed amount). Use the Notes field to document the type of agreement.
Agreement Action Date The date of the CWSRF Initial Agreement, Amen dment, Final Agreement, or Other executed agreement action. Actual Dates only (n o future dates). Format as M/D/YYYY.
Assistance Amount $ Actual Amount of Assistance Prov ided (including any Additional Subsidy and/or GPR provided). If the project is funded by multiple sources, only enter the amount of SRF funding.
Subsidy Additional p rinci p al subsid y p rovided. Page 4 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmGrant $ Enter the dollar amount of fundin g that will be provided to the bo rrower in the form of a grant at the time of disbursement. Do not double count grant amounts with negative interest subsidy or principal forgiven.
Negative Interest $ Enter the dollar amount of negative interest subsidy that will be provided over the entire life of the loan. Do not double count negat ive interest subsidy with grant amounts of principal forgiven.
Principal Forgiveness $ Enter the dollar amount of principal that you plan to forgive over the entire life of the loan. Do not double count principal forgiven with nega tive interest subsid y or grant amounts.
# of Sub-agreements For states providing pass-through or linked-deposit SRF loans, enter the number of loans made to sub-recipients by the in termediary (Borrower).
Population Served [Return to Top] Report CURRENT population numbers for Initial Agreement; i.e. the population that will be served at project completion. (NOT the po tential number of people thatthe project could serve in 20 years.) In the unlikely event that a population changes during the life of the pr oject, you may enter the change in population on an Amendmen t, Final Agreement, or Other Action.

For “ Project ,” enter the number of people that the project serves directly. (This information is often but not always available.) See the examples for clarification.

For “ System ,” enter the number of people connected to the discrete, perm itted facility or system that the CWSRF funded project affects.
If you are reporting on a nonpoint source and cannot estimate the number of people being served by the project or system directly, enter 1.
Example 1 : A project simply extends sewer li nes to a neighborhood that was formerly on septic. Only report the population of that neighborh ood as served directly in the Projectfield. Enter the entire population connected to the facility in the System field.
Example 2 : I&I improvements throughout the system allow th e treatment plant to maintain capacity for the newly connected neighborhood. Here, report the en tire population connected to that facility as served directly in the Projectfield. Enter the entire population connected to the facility in the System field. Thus, in this case, please enter the entire population connected to the facility in both fields.
Example 3 : An interceptor rehab and replacem ent project minimizes SSO dischar ge. Despite the fact that the discharge may not involve the wastewater treatmen t plant, the whole system and all of its users are served by reducing SSO events. Enter the enti re population connected to the facility in the Projectand the System fields.
If at all possible, convert the equivalents of rate payer numbers to actual population. If this is not possible, enter the po pulation equivalent or ratepayer numbers

. T hen make a note in the Proj ect Page 5 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmCommentsfield.
If this information has not been updated on the pe rmit recently, the applicant should be able to provide it easily.
Green Project Reserve (GPR) Enter the total amounts of GPR funding for the applicable classification(s) for this project:
Green Infrastructure $ Energy Efficiency $ Water Efficiency $ Environmentally Innovative $
Total GPR Funding Entered The total amount of dollars that you have ente red for one or more classifications. The dollar amount reported cannot exceed the Total Assistance Amount. Subsidy used to fund GPRAmount of Additiona l Subsidy Provided used to fund this GPR activity Amount of additional subsidy provided used to fund this GPR activity. If there is additional subsidy provided for this project, enter the dollar amount of additional subsidy provided that is being used towards GPR activity. The dollar amount reported cannot exceed the total amount of Additional Subsidy Provided (including Grant Amount, Nega tive Interest, and Principal Forgiveness) and cannot exceed the total amount of GPR funding.
Needs Categories -CWSRF Funded Amount link to Needs Survey Categories [Return to Top] Select the Needs Survey category(i es) that applies to this project detail entry and then report the dollar amount of CWSRF assistance provided to fund this portion of the loan. As you would do for NIMS reporting, distribute bond issuance costs, planning costs, and other such costs among the project needs categories. (Feel free to note other so urces of funding, or simply an all-inclusive cost figure, in the Agreement Note s.) This is the simplest way to describe a project.
When project costs ( CWSRF Funded Amounts ) are not broken out by needs category, use one of the following options for reporting. Try option one if you think you can get good estimates. Option 1: Estimate what proportion of project co sts to assign to each needs category. You may want to quickly call the consulting engineer for the project. Option 2: Assign ALL costs to the needs category that receives most of th e funding. List the other needs categories and enter zero s for their funded amounts.

Because costs-by-needs-category information isso useful, consider changing the borrower application process to request it.

The needs categories are divided between Wastew ater Treatment Works (CWA Section 212) and Nonpoint Source (CWA Section 319) categories. Note: Most if not all estuary (CWA Section 320) projects ac tually entail 212 or 319 defined activities that are specified in the 320 estuary management plan . For those projects, select the needs categories that describe th e 212 and/or 319 activities. Then, in addition to the designated uses and/or other uses selected, write in the pr oject comments section an Other Use of "Estuary" or something similar.

Wastewater Treatment Works Categories [Return to Top] Page 6 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmCategory I - Secondary Treatment and best prac ticable wastewater treatment technology. Report replacement or installation of individual or communi ty septic systems or other decentralized treatment approaches in Category VII-L, Individual/Decentralized Sewage Treatment.
Category II - Advanced Treatment Category IIIA - Infiltration/inflow correction. Category IIIB - Sewer System Rehabilitation - Replacement and/or major rehabilitation of existing sewer systems. Category IVA - New Collector Sewers and appurtenances. In cludes construction of a collector sewer to replace failing individual or decentralized sewage treatment sy stems with centralized treatment. Report construction of a collector sewer to transport wastes to a cluster septic system or other decentralized facility in Category VII-L, Individual/Decentralized Sewage Treatment.
Category IVB - New Interceptor sewer systems and appurtenances.
Category V - CSO Correction correct ion of combined sewer overflows.
Category VI - Storm Sewers (i.e., activities to pl an and implement municipal storm water management programs pursuant to NPDES permits). Report storm sewers associated with storm water management in areas not covered by applicable phase I or II stor m water NPDES permits in Category VII-D, Urban. Category X - Recycled Water Distribution - Conveyance of recycled water (i.e., wate r reuse) from wastewater facility to end user (e.g., drinking water facility) and enduser equipment to use the recycled water (if publicly owned, e.g., public golf course and gray water system for municipal building).
Nonpoint Source Categories Category VII-A - Agricultural Cropland nonpoint source pollution control activities related to agricultural activities such as plowing, pesticide spraying, irriga tion, fertilizing, planting, an d harvesting. Examples of BMPs include conservation tillage, nutrient management, and irrigation water management.
Category VII-B - Agricultural Animals nonpoint source pollution control activities related to agricultural activities associated with animal production, such as co nfined animal facilities and grazing. Examples of BMPs include animal waste storage facilities, animal waste nutrient management, composting facilities, and planned grazing. Category VII-C - Silviculture nonpoint source pollution co ntrol activities related to forestry activities, such as removal of streamside vegetation, ro ad construction and use, timber harvesting, and mechanical preparation for the planting of trees. Examples of BMPs includ e preharvest planning, streamside buffers, road management, and revegetation of disturbed areas.
Category VII-D - Urban (excludes decentralized systems) nonpoint source pollution control activities related to new or existing development in urban or rural settings, such as erosion, sedimentation, and discharge of pollutants (e.g., inadequately treated wastewater, oil, grease, road salts, and toxic chemicals) into water resources from construction sites, roads, bridges, pa rking lots, and buildings. Exam ples of BMPs include wet ponds, construction site erosion and sediment controls, sa nd filters, and detention basin retrofit. This category includes only those runoff projects in communities wi thout phase I or phase II storm water permits. This category does not include the rehabilitation or replacem ent of individual sewage disposal systems with new individual sewage disposal systems or other decentralized sewage disposal technologies. Report these systems under a separate nonpoint source category--Category VII-L, Individual/Decentralized Sewage Treatment.
Category VII-E - Ground Water - Unknown Source - nonpoint source pollution control activities related to ground water protection such as wellhead and recharge area protection activities. Report any activity that can be attributed to a specific cause of ground water pollut ion, such as leaking storage tanks, soil contamination in a brownfield, or leachate from a sanitary landfill in that more specific category.
Category VII-F - Marinas nonpoint source pollution control activities related to boating and marinas, such as p oorl yflushed waterwa y s , boat maintenance activities , dischar g e of sewa g e from boats , and the p h y sical Page 7 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmalteration of shoreline, wetlands, and aquatic habita t during the construction and operation of marinas. Examples of BMPs include pumpout systems and oil containment booms. Category VII-G - Resource Extraction - nonpoint source pollution control activities related to mining and quarrying activities. Examples of BMPs includ e detention berms and se eding or revegetation. Category VII-H - Brownfields nonpoint source pollution control activities related to abandoned, idle, and underused industrial sites. Report all pollution control activities at these sites in this category, regardless of the activity. Examples of BMPs include ground water moni toring wells, in situ treatment of contaminated soils and ground water, capping to prevent storm water inf iltration, and storage tank activities at brownfields.
Category VII-I - Storage Tanks - nonpoint source pollution control activities related to tanks designed to hold gasoline or other petroleum products or chemicals. Th e tanks may be located either above or below ground level. Examples of BMPs in clude spill containment systems, in situ treatment of contaminated soils and ground water, and upgrade, rehabilitation, or removal of petroleum/chemical st orage tanks. Report facilities or measures that are part of nonpoint source pollution control activities at abandoned, idle and underused industrial sites (brownfields) in Category VII-H, Brownfields. Category VII-J - Sanitary Landfills - nonpoint source pollution control activities related to sanitary landfills. Examples of BMPs include leachate collection or on-sit e treatment, gas collection and control, and capping and closure. Category VII-K - Hydromodification - nonpoint source po llution control activities related to channelization and channel modification, dams, streambank and shoreline erosion, and wetland or riparian area protection or restoration. Examples of BMPs include conservation easeme nts, swales or filter strips, shore erosion control, wetland development and restoration, and bank and channel (grade) stabilization. Category VII-L - Individual/Decentralized Sewage Trea tment - nonpoint source pollution control activities related to rehabilitation or replacement of individual or community sewage disposal systems. Includes construction of collector sewers to transport wastes to a cluster septic tank or other decentralized facilities. Report collection sewers and expansion of existing or construction of new centralized treatment facilities that replace individual or community sewage disposal systems in Category IV-A, New Collector Sewers, and Category I, Secondary Tr eatment, respectively.
Planning and Design Costs If the loan is for Planning and Design purposes, enter the amount of assistance that is being used. Entering a P&D amount will denote that project information may not yet be known for this loan. If no project information is known, disreg ard the rest of the project information fields. However, if project information is known for th e loan, enter as much information as possible.
WWT (§212) Costs Solvin g NPS (§319) Problems If one or more Wastewater/§212 Needs Categories have been reported, enter the amount of §212 assistance reported that wa s used to solve nonpoint source pollution problems, such as to replace individual or community sewage disposal systems (decentralized systems) with centralized treatment system s. Must not exceed the amount of assistance reported to §212 Needs Categories.
WWT (§212) Costs Impacting Estuaries If one or more Wastewater/§212 Needs Categories have been reported, enter the amount of assistance that will benefit estuaries. Mustnot exceed the amount of assistance reported to §212 Needs Categories.
NPS (§319) Costs Impacting Estuaries If one or more Nonpoint Source/§319 Needs Categories have been reported, enter the amount of assistance that will benefit estuaries. Mustnot exceed the amount of assistance reported to §319 Needs Categories.
Estuary (§320) Assistance Enter assistance provided for the developm ent and implementation of the 28 estuary Page 8 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmconservation and management plans estab lished under CWA, §320. Only activities unique to §320 are included in this cate gory (e.g. fisheries/ oyster bed/shellfish restocking/restoration, fish ladders, reju venation of submerged aquatic vegetation). Point source and nonpoint source pollution control activities related to development and implementation of estuary plans are report ed under those resp ective categories.

LOAN INFORMATION Based on the state’s criteria, the borrowe r could afford the project without the Additional Subsidy Provided Check if the borrower could afford the project wi thout additional subsidy provided, which includes grants, negative interest, and principal forgiven . This box will only be enabled when the subsidy option is selected above.

% Funded by CWSRF Enter the percentage of total funding that the CWSR F, as opposed to another source of financing, provides for the projects financed. Use the Project Commentsfield to list the other sources of funding. [Return to Top]
CWSRF Total from all Projects $ The form automatically sums the Funded Amountsyou will enter in each of the project records under this loan. When all projects are reported, this total should equal the Assistance Amount $ above. This should still hold true for phased projects. If this total does not match the Assistance Amount total, please check the n eeds category Funded Amounts. Th ey should always total to be the same.

Loan Interest Rate Enter the final interest rate (annualized) charged fo r this loan. This loan interest rate does not include the fee rate (reported separately). EPA will use the interest rate , repayment period , and market data to compute estima ted borrower savings due to the CWSRF interest rate subsidy. Enter the rate as a percentage; e.g., if the interest rate is 3.515% , enter it as 3.515, not .035.

Note: The default for this field is a null value. T hus, if you are unsure of the interest rate, please leave the null value until you can acquire the correctinterest rate. Please check older entries (for which the interest rate was/is not known) to make sure that the inte rest rate lists a null value. Leaving this field as a zero value, when the actual interest rate is not zero, will inflate subsidy calculations.

Fee Rate Enter the fee rate (annualized) charged for this loan. This fee rate is in addition to the loan interest rate (reported se parately). EPA will use the interest rate , fee rate, repayment period , and market data to compute estimated borrower sa vings due to the CWSRF interest rate subsidy. Enter the rate as a percentage; e.g., if th e fee rate is 1.515%, enter it as 1.515, not .015.

Note: The default for this field is a null value. T hus, if you are unsure of the fee rate, please leave the null value until you can acquire the correct intere st rate. Please check older entries (for which the interest rate was/is not known) to make sure that the interest rate lists a null value. Leaving this field as a zero value, when the actual interest rate is not zero, will inflate subsidy calculations.

Repayment Period Page 9 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmEnter the repayment period for this loan in years.
Tracking # Enter the number used to track the loan in your state CWSRF system. If th ere is no unique state tracking number, please place a general number or text to identify the loan.

Other # Optional. Enter any other number used to track this loan.
Incremental Funding? [Return to Top] Check the box if this loan continues funding (is an additional “phase” of funding) for a previous project. Then enter the funding Phase # of the current loan; i.e., this is loan X of X. Finally, choose the [ Linked to ] OriginalTracking # of the original loan from the dropdown of entered loans to link the financing phases in the data base. If the current phase of the project has the Same Environmental Resultsinformation as the project(s) un der the original loan, check that box to automatically import the project information that corresponds to the Original Tracking #

. Like the Copy From Another Project button, this is a one-time copy. Changes to the original project will not be reflected in the curre nt project after you copy in the data. The “original loan” is the first loan for a phase of this project that is entered in the CWSRF Benefits System . It is recommended that the true original loan, the first one for this project, be entered into the system. The “original loan” should not be checked as Incremental Funding ; “1” is not available in the Phase # dropdown. Example below.

This field is to be used to docu ment significant changes/additions to project funding, not simply to document amendments that adjust the assistance amount to accoun t for routine changes in project cost. The goal here is to prevent double counti ng of the environmental results when additional funding (usually a subsequent lo an or a major change in the lo an amount) goes to continue a project. Selecting Same Environmental Resultswill ensure that the environmental results are not double counted when reporting occurs for a ti me period (e.g. 1990-1997) th at includes multiple phases (e.g. phase 2 in 1992 and phas e 3 in 1995) of the same project.
Example for Phase 2 : If you are entering phase 2, enter th e original loan (phase “1”) as the Original Tracking # . If the phase “1” loan is not entered in the benefits system , still enter the new loan as phase 2, but leave the Original Tracking # field blank. Periodically review a list of the entered loans (download the data, then sort by borrowe r and date to make this easy) to s ee if phase “1” has been entered and should thus be entered as the Original Tracking # for phase 2.
Example for Phase 3 : If you are entering phase 3, enter th e original loan (phase “1”) as the Original Tracking # . If the phase “1” loan is not entered in the benefits sy stem, but the phase 2 loan is, you can enter the phase 2 loan as the Original Tracking # . If neither phase “1” nor phas e 2 is entered, still enter the new loan as phase 3, but leave the Original Tracking # field blank. Periodically review a list of the entered loans (sort by bo rrower and date to make this easy) to see if phase “1” or 2 has been entered and should thus be entered as the Original Tracking # for phase 3.

L oan funds one or more NPS Projects [Return to Top] First, check the box if the entered loan amount re presents assistance to mu ltiple nonpoint source projects. You can report this way when the st ate makes a loan to a conduit lender (bank, municipality, state agency, etc) that then provides assist ance for multiple projects.
Note that the grouping approach still requires complete financial information. This is strai g htforward when a sin g le loan is made to another a g enc ythat then distributes the assistance, Page 1 0 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmbut more complicated for a linked-deposit progra m. For the Loan Execution Date, use the end of the funding period (e.g., fiscal year) or the date of the last funding agreement in that reporting period. Compute weighted averages for the in terest rate and repayment period using the assistance amount to weight the numbers.

Next, you have the option to group the individual projects by 1) activity OR by 2) watershed. One state loan may cover nonpoint source projects in mu ltiple needs categories, di stinct activity types, or several watersheds; split them into appropriat e groups. Report each group in a single project record. If the projects are groundwater-focused or have the same water quality benefits across multiple watersheds, grouping by activity and repo rting by lat/longs may be more appropriate than watershed-based grouping. If the projects are given loans that are distribute d by an area (e.g. a county or even a watershed), grouping the projec ts by watershed is probably the better method.
Of course, reporting can also be more specific. Each NPS project co uld be reported separately. This would be a good approach if much of the information is already en tered into an existing database and can be uploaded easily. If information is availa ble that shows the benefit of a single project for a specific waterbody or waterbodies, it would be us eful to report that project separately. However, also keep in mind the large number of projects and (usually) smaller dollar amounts. For example, if you plan on reporting each NPS project sepa rately for 3000 NPS proj ects that only total $2,000,000, these projects should probably be groupe d so as not to distort the number of projects and dollar amounts in the database.
When you have decided which grou ping method is the better option, enter the number of NPS projects in the group in the # of NPS projectsfield in the ENTER PROJECT INFORMATION

. The form will automatically sum the number of NPS projects from all of the project records/groups financed by the loan and show it in the Total NPS projectsdisplay field.
1) If the individual projects are grouped by watershed

... We can reasonably report similar pr ojects in the same place (smaller or larger watershed) as single activities and thus summarize their on-the-ground results and environmental impacts. For each project record/group, fill out the ENTER PROJECT INFORMATION section of the form to reflect the overall anticipated environmental result of the multiple NPS projects in the group. Some fields, like facility wastewater volume , will not make sense to fill in. Other fields may be the same for each of the project records/groups. The ha rdest fields to fill in as a summary result will likely be those that as k about a single waterbody when you are reporting on the watershed level. Waterbodies within a single watershed may be al ternatively impaired and meeting standards and will often have different designated uses. Try toreport inclusively. (Impaired + Meeting Standards
z Not Applicable.) Use your best judgmen t when reporting the different benefits.
To identify the watershed, enter the nati onal hydrologic unit code (HUC) in the Waterbody ID field. This number should have at least 8 digits– more digits (up to the 14 digit NHD reach code) signify a more detailed location. Note that a projec t record representing multiple nonpoint source projects should only ha ve one watershed entered.
[Return to Top]
2) If the individual projects are grouped by activity

... If the projects are groundwater-focused or have the same water quality benefits across multiple watersheds, lat/long reporting ma y be more appropriate than wa tershed-based grouping.This may be the method if latitude/longitudedata is known for each individual project. This option should not interfere with summary reporting of on-the-ground results and environmental impacts. Make Page 1 1 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmsure that (a) the projects represent a similar activity (e.g., animal waste storage facilities or drip irrigation equipment), thus having a similar impa ct on water quality and that (b) the projects’ impacts on water quality and design ated uses are similar across a ll of the watersheds where they occur. As with projects grouped by watershed, for each project record/group, fill out the ENTER PROJECT INFORMATION section of the form to reflect the overa ll anticipated environmental result of the multiple NPS projects in the group. Some fields, like facility wastewater volume , will not make sense to fill in. Other fields may be the same fo r each of the project re cords/groups. The hardest fields to fill in as a summary result will likely be those that ask about a single waterbody when you are reporting on the activity level for many waterbodies. Waterbodies within these multiple projects may be alternatively impaired an d meeting standards and wi ll often have different designated uses. Try to report inclusively. (Impaired + Meeting Standards z Not Applicable.)
When you group by activity, you take the option to enter latitude/longitude numbers for individual nonpoint source projects within the proj ect record/group. The "Project Locations" pop-up allows for entry of multiple decimal degree lat/long pairs, each with a label . Thus the database can store precise locations for projects scattered across a larg e watershed. Lat/longs can place CWSRF projects in political subdivisions, groundwater recharge areas, etc. See Latitude, Longitude , and Radiusbelow for additional detail.
Example : A loan to the state agriculture agency is used to give ranchers low-interestloans to reduce runoff. Of 75 projects financed one year, 30 of the farm s are in the Red River watershed, 10 are in the Young River watershed, and 35 are in the Big GulpCreek watershed. Group the projects into three project records under the single loan record, one for each waters hed. Enter the 8-digit HUC for the appropriate watershed in the Waterbody ID field of each project record. If available, enter the lat/long pairs for the individual projects.
Choose VII-B Agricultural Animals as the needs category for all three project records/groups. The project description will likely be the same, too. Facility name, population, wastewater volume treated, and permit in formation may not be applicable. (Note: if any of the project improvement/maintenance fields are not applicable, please choose "not applicable." Do not leave the field empty.) Also, be sure to choose the discharge affected information and the designated/other uses. Ch oose all that apply. Furthermore, does the watershed or parts of it have a TMDL and what uses dothese projects help to protect and/or restore?
Hardship Assistance Check if hardship assistance is provided for this loan.
ARRA Funding/ARRA Project Information Check if ARRA funding is provided for this loan. Press the ARRA Project Information button to access this loan’s ARRA data entry page.

IUP Year Enter the Intended Use Plan (IUP) year for this loan.

[Return to Top]

GRANT REQUIREMENTS must be met for all Federal Grantswith appropriation year 2010 and later. Grant Requirements must only be fulfilled by projects with execut ed SRF loan agreements that include Additional Subsidy, Green Project Reserve (GPR), or both. Grant Requirements follow an equivalency approach; therefore Additional Subsidy and/or GPR are eligible to fulfill any Federal Grant’s Grant Requirements, regard less of actual SRF funding source for the project. (Ex: A loan Page 12 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmwith Subsidy and GPR that is fu nded with a blend of recycled SRF funds and 2012 Federal Grant funds is eligible to meet any grant’s Gr ant Requirements, not just the 2012 grant.)
Fundamental Reporting Change: Total Assistance of a project us ed to be assigned, translating into an Additional Subsidy and GPR assignment on Grant Requir ements reports. You will now be assigning the actual am ounts of Subsidy and GPR to meet Grant Requirements. The amounts you assign will be the actual amounts displayed on Gr ant Requirements reports.
How to assign Additional Subsidy and/or GPR to meet Grant Requirements: - Assignment Selection dropdown w ill enable once Additional Subsidy and/or GPR is added to the loan record.

- Assignment Selection 1: Assign all Su bsidy and/or all GPR to cap grant(s) (Most common selection) Use this option to assign the full amount of Subsidy and/or the full amount of GPR. Use the assignment table to the right of the Assignment Selection dropdown to allocate Subsidy/GPR to a grant. Flexible Reporting: If assigning both Subsidy and GPR, you may assign to meet Grant Requirements for the same or different grants.

- Assignment Selection 2: Assign custom Subsidy and/or GPR amount to cap grant (s) (Uncommon) The “Edit/View Custom Assi gnments” popup button will en able. Use this option to fully customize the Subsidy and/or GPR assignment(s). CSTM: If you have used this option to makeone or more assignments, the Grant Selection dropdown in the assignment ta ble (Loan Information page) will display “CSTM” instead of a Grant year to indicate it is a customized assignment which may be for multiple years. The amount displayed as Amount Assigned will be a sum of all customized assignments. Grant Requirements Assignment Tips: TIP 1 : Eligible loans are typically executed in 2010 or later. TIP 2 : It is common to assign the full amount of Additional Subsidy and/or GPR using Assignment Selection 1. The ty pical exception is when the amount will complete and exceed the amount required to meet a grant’s Grant Requirements. In this case, the amount may be split and assigned to two grants using Assignment Selection 2 (Custom). Grant Reporting: Tracking/Reporting Tips: TIP 1 : Run the ‘Grant RequirementsProgress Report’ for your st ate and restrict assistance to a particular Cap Grant to view prog ress towards meeting that Grant’s Grant Requirements. TIP 2 : Run the Project List: ‘Additional Subsidy and GPR’ Report for your state and restrict assistance to a particular Cap Grant to view a detailed list of loans assigned to meet that Grant’s Grant Requirements.

FFATA REPORTING must be done for all Fede ral Grants with award date10/1/10 and later. This typically includes all Federal Grants with Approp riation Year 2010 and later. FFATA reporting must only be fulfilled by the Initial Assistance amounts from executed loan agreements. Actual FFATA Reporting should be done on the fsrs.gov website
. CBR may be used to track which loans intend to be or have been reported to fsrs.gov , but FFATA data entry to CBR is optional. FFATA Reporting for a particular loan must be done bythe last day of the month following the loan execution date (Ex: A loan with agreement date in Ap ril must be reported to fsrs.gov by last day of May).
Similar to Grant Requirements, FFATA Reporting foll ows an equivalency approach; therefore eligible Initial Assistance may be assigned to fulfill an y Federal Grant’s FFATA Reporting, regardless of Page 1 3 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmactual SRF funding source for the project.
How to assign Initial Assistance for FFATA Reporting purposes:
-Assignment Selection dropdown will enable once an Agreement Date and Initial Assistance amount have been entered.

- Assignment Selection 1: Assign all Assistance to one cap grant (Most common selection) Use this option to assign the full amount of Initial Assistance . Use the assignment table to the right of the Assignment Selection dropdown to allocate Initial Assistance to one grant.

- Assignment Selection 2: Assign custom Subsidy and/or GPR amount to cap grant (s) (Uncommon) The “Edit/View Custom Assi gnments” popup button will en able. Use this option to fully customize the Initial Assistance assignment(s). CSTM: If you have used this option to makeone or more assignments, the Grant Selection dropdown in the assignment ta ble (Loan Information page) will display “CSTM” instead of a Grant year to indicate it is a customized assignment which may be for multiple years. The amount displayed as Amount Assigned will be a sum of all customized assignments. FFATA Reporting: Tracking/Reporting Tips: TIP 1 : FFATA Reporting popup ( GRANT INFORMATION tab): Prior to entry to this popup, choose a Federal Grant Year at the top of the GRANT INFORMATION tab. The popup will list all assignments made unde r this chosen grant. To change the grant year, close the popup, select a different Federal Grant Year, then reopen the popup. TIP 2: FFATA-based reports are available wi thin the CBR Database, which can be downloaded from the REPORTStab (Requires MS Access 2010 or later).

NAVIGATING CUSTOM ASSIGNMENT PO PUPS: Grant Requirements/FFATA The custom assignments popups are very simi lar for both Grant Requirements and FFATA Reporting. The primary actions that can be taken within these popups are defined below.
Add (button) Click to open the Add popup form. Add a new assignment and click “Save’ to create the assignment, or ‘Cancel’ to return to the ma in popup without addi ng a new assignment. For Grant Requirements: Assign all or part of th e available Additional Subsidy and/or GPR to a Federal Grant. For FFATA Reporting: Assign all or part of th is project’s Assistance to a Federal Grant. Edit an Assignment (button) Grant Requirements/FFATA Custom Assignments: Select which grant you want to edit. Click the

‘ Edit’ button to open the Edit popup form. Make edits as necessary and click ‘Save’ to save the edits or ‘Cancel’ to return to the ma in popup without making any changes.
Delete (button) Grant Requirements/FFATA Custom Assignments: Select which grant assignment you want to delete. Click ‘Delete’ to remo ve the chosen assignment.

________________________________________________________________________

ENTER PROJECT INFORMATION [Return to Top] Page 14 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmIn the second portion of the screen, enter detaile d information on each individual project financed by the loan and its en vironmental benefits. Project activities financed by the same loan may differ in terms of their on-the-ground results and environmental impacts. Report differ ent activities as separate projects where it makes sense to do so. You can add multiple proj ect records by clicking the Add Project button.
If the loan is for Planning and Design purposes, check the “Pla nning and Design Project” checkbox. This will denote that project informat ion may not yet be known for this loan. If no project information is known, disregard the restof the project information fields. However, if project information is known for the loan, enter asmuch information as po ssible. Regardless if the CWSRF did not fund the construction portion of the loan and only funded the Planning and Design portion of the loan, the loan will still be included in CW Benefits Reporting.
CW Needs Survey Number If available, report the Clean Water Needs Su rvey Identification Number for this project. Project Name Enter a brief but descriptive name for this project. Project Description [Return to Top] What does the project do? Expand and upgrade a treatment plant? Correct CSOs? Extend sewer lines to eliminate 70 septic tanks and a wildcat sewer? Enter a project description of your choice: a name, municipality/service area other than the borrower, nonpoint source project action, etc. This field will only save up to 255 characters. If you would like to copy in more text from anot her source (e.g. an IUP) place it in the Project Commentsfield. If the project affects part of a tr eatment system, specify the treatment FacilityName affected. If multiple treatment facilities are affected, pleaseenter multiple names separated by semicolons. # of NPS projects See above under Multiple Nonpoint Source Projects with Similar Environmental Results.

Project Dates Construction/Project Start Date Enter the date when the CWSRF funded project be gins construction on the project. The start of construction is defined as the date of issuan ce to a contractor of a notice to proceed for the initial CWSRF funded contract or, if a noti ce to proceed is not required or the project includes planning and design, the date of execution of the intial CWSRF funded contract awarded for the project. Includes only the portion financed with CWSRF funds. For refinance projects, report constr uction start amounts either in the year in which the CWSRF assistance agreement for the project is signed or int he year in which construction started - whichever is later - even if the construction be gan prior to the date of the CWSRF assistance agreement. Refinance projects are those wh ere non-CWSRF financing was initially used, and CWSRF funding was subsequently provided to pay off the non-CWSRF financing. For NIMS Reporting purposes: If there is more than one project, the earliest Construction Start date entered will be used. Initiation of Operations/P roject Completion Date Enter the date when the CWSRF funded project comes into operation or becomes capable of operation for the purposes for which it was planned, designed , and built. Includes only the portion financed with CWSRF funds. If the project is for planning and design only, enter the date planning and design was completed. For refinance projects, report initiation of operation as the date the CWSRF assistance agre ement for the project is signed or the date in which operations are initiated, whichever is later, even if initiation of operations began prior to the date of the CWSRF assistance agreement. Refinance projects are those where non-CWSRF financing was initially used, and CWSRF funding was subsequently provided to Page 1 5 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmpay off the non-CWSRF financing. For NIMS Reporting purposes: If there is more than one project, the latest IOO date entered will be used.

Wastewater Volume: > treated/processed and elim inated/conserved/reused

[Return to Top] For the project , enter the flow that it directly affects. This figure could be equivalent to the flow for the system , the design flow obtained from the engineering plans or updated permit for the facility. Use average daily flow figures or the closest available.
For CSO, SSO, conservation, reuse, and similar projects, flow figures will not be comparable to those for treatment facilities. Use the Volume Eliminated/Conserved /Reused field to record the estimated amount of overflow, trea tment, or effluent discharge avoided. Note: When flow cannot be accura tely calculated for each phase of a phased project, please use your best professional judgment and explain your estimate. Use the ProjectCommentsfield.
Example 1 : A CWSRF loan funds rehabilitation of two pump stat ions, each of which proc esses 8% of total flow to the treatment facility. Enter 16% of the total flow for the project and enter the total design flow for the facility

. Example 2 : A CWSRF loan funds I&I repair designed to only af fect 5% of flow but is designed to reduce wet weather flow by 12%. Because this project is notpredominantly a wet weather project, we would count the 5%. (If is was a wet weather project, we would count the 12%.) Enter the total design flow for the facility. Report the design flow, NOT the peak flow, which will exist at project completion. Do not report a range. For consistency, use a 20-year design hori zon when reporting flow numbers. Make a note in the comment field if the only numbers ar e derived using a differe nt design horizon. If a project simply expands a facility, on ly enter the added flow capacity in the Projectfield. If a project also upgrades a facility, report the total design flow at project completion in the Project field. In both cases, report the total design flow at project completion in the System field.
Example 1 : For a project that expands a treatment plant’s ca pacity from 3.4mgd to 5. 4mgd, report 2mgd in the Projectfield and 5. 4mgd in the System field.
Example 2 : For a project that expands a treatment plant’s ca pacity from 3.4mgd to 5.4mgd and upgrades the plant, report 5.4mgd in the Projectfield and 5.4mgd in the System field.

_____________________________________________________________________ Discharge Affected [Return to Top] Select the type(s) of waterbody(ies) that the project affects the discharge to. At least one box must be checked. If this section is not applicab le to the project, plea se choose no change/no discharge.

Ocean Outfall Estuary/Coastal Bay Wetland Surface Water (Stream, River, Lake) Groundwater Land Application Page 1 6 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmOther/Reuse Eliminates Discharge No Change/No Discharge Choose the “Eliminates Discharge” option when the project removes a dischar ge from the receiving waterbody; e.g., rerouting flow to another treatment facility. This allows us to focus on the environmental benefit to the waterb ody even when the facility no lo nger actually discharges to it. Of course, if a regionaliz ation/consolidation project decommissions a smaller, older plant on a river and sends its discharge to a ne wer, cleaner plant on the sameriver, the result is really just improved treatment. In this case , select “Surface Water” and ente r the permit number for the new plant now discharging the effluent. If the older plant had been discharging to a di fferent waterbody segment and eliminating that discharge has a specific environmental impact on th at segment, this could be the primary result of the project. In this case, also select “Eliminates Discharge” but still enter the permit number for the new plant now discharging the effluent.

National Estuary Program (NEP) Study Area If the project is located within an NEP Study area, check this box. For a list and maps of the National Estuary Programs and their study areas, go to www.epa.gov/owow/ estuaries/sheds.htm

. (This question is irrespective of the Discharge Affected list.)
Seasonal Discharge Check this box if the wastewater discharge is se asonal. Note: Seasonal discharge can be checked along with the othe r, above choices.

Permit Information In this section, enter the discharge permit number(s ) for the project. If the project facility has an NPDES number, click on the "Enter NPDES Number" button. This will bring up a popup form that will allow you to choose from a list of EPA main tained NPDES numbers. You can choose by number or facility name. If the NPDES number for the fac ility is not on the list, check the "NPDES Number Not on List" check box and enter Number in the text box provided. Once the number is selected or entered, click on the "Close and Save" button.
As a convenience to the user, when the NPDES number is chosen from the list and its location is in the EPA database, a link to view the facility on Enviro Mapper will appear on the popup form.
If no NPDES permit number applies, check the “No NPDES Permit Number” box. If a different permit applies (other than NPDES), enter the perm it type in the other Permit Type field and the permit number in the other Permit Number field. If no other permit applies, leave the other Permit Type and other Permit Number fields blank. If more than one highly relevant NPDES or other ty pe of discharge permits apply, note the permit types in the other permit type box and enter th e corresponding additional permits in the other permit number box separating the entries with a comma. The intent is to capture the most relevant discharge permit numbers and not every possible permit th at applies to the project.

Affected Waterbodies [Return to Top] Select/Enter a Waterbody Name and Waterbody ID number for the Primary Impacted Waterbody and, if applicable, for the Othe r Impacted Waterbody. Whenever po ssible, a 14 digit waterbody ID (NHD reach code) should be entered for a project. If a 14 digit reach code is not available or does not apply, check the box indicating that one is not available and enter an 8 digit HUC code if a pp licable. Page 1 7 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmClick on the "Enter Waterbody ID" button to ente r a Primary or Other Waterbody ID. A popup with valid Region, Basin, HUC, and Re ach codes for your state are disp layed. You’re your selection by choosing the Region, Basin, HUC, and then Reach code in orde r. Once you make your selection to the Reach (14 digit) level, or HUC level if appropriate, click on the "Save Selection as Primary Waterbody ID" button or "Save Selection as Other Waterbody ID" to save the selections.

If an NPDES number has been selected from the list of NPDES numbers provided (see above) and the HUC for that Facility is known, the Region, Basin, and HUC codes will be pre-populated in the form and the user will only need to select the Reach Code. However, if the pre-populated information is not correct, the user can still revise the selections as appropriate.
Based on the choices made, a link to view the Faci lity/HUC on Enviro Mapper appears to assist the user in locating a facility and Reach code. Enviro Mapper can also be reached at: www.epa.gov/waters/enviromapper

To find the NHD Reach Code in Envi ro Mapper, follow these basic steps. 

### 1. On the right-hand side, choose a Ge ographic location to zoom to. 

### 2. On the lefthand side, be sure that "Surface Water" is checked off. 

### 3. As you zoom closer into your designated area, use the "i" info key to choose a specific body of water to click on and identify. A Reach Code will only appear in the Identification Results once you have zoomed in close enough to th e location. This may mean you are zooming to under a 10 mile scale. 

### 4. The NHD "Reach Code" should ap pear under a section labeled "Water Body" or "Flow Lines." If you do not see these, it is because you ha ve not zoomed in far enough. You also should take care in clicking directly on a body of wa ter when using the "i" info key, otherwise the Identification Results will not include water bodies. If you locate a reach code in Enviro Mapper you must then select that Reach code in the popup form and click to save it as th e Primary or Other Waterbody ID. Once the Waterbody ID is selected, check off wh ether the waterbody is the receiving waterbody from the facility discharge. Please keep in mind that the affected waterbody is not always the Receiving Waterbody . In many cases, a downstream stream segment, river, lake, or reservoir has strict pollutant limits that drive projects on upst ream tributaries. Also, a septic elimination project may occur to protect local groundwater, not to im prove water quality in the receiving stream for the treatment plant.
You may also enter any State waterbody iden tifiers in the optional State Waterbody ID field. If you are reporting a project with a category of III, IV, V, VI, or a group of NPS projects, the waterbody ID is not required, but is encouraged if it is available. Note that a project record representing multiple nonpoint source projects should only have one watershed (or waterbody) entered. If more than one is entered, we cannot locate any of the project benefits. Page 18 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmAs an alternative to Wate rbody ID, you may enter a latitude/longitudepair that corresponds to the affected waterbody. Be sure this location represents, for example, the outfall (not the plant or utility office) and that the receiving waterbody is actually the primary affected waterbody. See the latitude/longitude section below.

Project Location [Return to Top] The physical location of the primary place of pe rformance for the funded activity. If the project location spans a large geographic area, such as an interceptor or collection system project, enter a street address that best represents the location of the center of the projec t. Do not enter multiple cities, states, counties, or congressional districts.

Address Line 1 Enter the primarystreet address of the project.

Address Line 2 Enter any secondary street address information for the primarystreet address of the project (e.g.: Suite 2; P.O. Box 123).
City Enter the primarycity/other political jurisdiction of the project location. (Example: "Rockville")

State Your state's abbreviation is automatically populated in this field.
Zip Code+4 Enter the primaryzip code (zip+4) of the project (e.g.: 12345-6789)
Congressional District(s) (add primary first) To add a district, select the di strict from the drop-down listand press the “Add” button. If the project falls in more than on e district, select additional di stricts from the drop-down list and press the “Add” button. Choose the primarycongressional district first. To remove any incorrectly identified di stricts, select from the drop-down list and press the “Delete” button. All districts are coded with the state abbreviation and th en a 2-digit district code.

________________________________________________________________________ Project Improvement/Maintenance of Water Quality [Return to Top] To contribute to water quality “improvement,” a project must re duce pollutant loading to the receiving waterbody. A project that simply sustains the treatment capacity of a facility counts for water quality “maintenance.”
Complete the statements below to best describe this project in te rms of improving or maintaining water quality. Note: If any of the statements donot apply the the project, please select "not applicable."
a. Contributes to water quality... 

### 1. Select "improvement" when a pr oject reduces pollutant loading to the affected waterbody. 

### 2. Select "maintenance" when a project simply sustains the trea tment capacity of a facility. 

### 3. Select "not applicable" when the project in creases loadings to the affected waterbody.

This information can be found in the engineering and/ or environmental review documents for a project. Information on pre-project pollutant load ings should be confirme d with the most recent Dischar g e Monitorin g Reports (DMRs). Page 19 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmb. Allows the system to... 

### 1. Select "Achieves Compliance" when the faci lity/system was out of compliance before the project and will be in compliance at project completion. 

### 2. Select "Maintain Compliance" when the facility/s ystem was in compliance before the project and has a lower risk of falling out of compliance after the project.
Use the engineering and en vironmental review documents, the DMRs, and the permit (most likely a NPDES permit, but also possibly a reuse, recharge, or land disc harge permit), along with any administrative, consent, or court orders.

Strictly speaking, these options do not give credit to projects that move the facility/system toward compliance but that do not “Achieve Compliance” a t project completion, such as an SSO project:



### 1. If a project is a significant factor in a system/facility achieving compliance, accomplishing a specific group of items on a consent order or eliminating CSO’s for a large section of the sewer system, go ahead and se lect “Achieve Compliance.” 

### 2. If a project simply addresses a few I/I proble ms that generally affect SSOs, select “Not Applicable.” 

### 3. If a project occurs under the threat of noncompliance – i.e. it allows the system/facility to meet an ticipated permit limits – w e suggest selecting “Achieve Compliance” instead of “Maintain Compliance.”
c. Affected waterbody is... “meeting standards,” “impaired,” “threatened,” or “not assessed .” Look it up on the 303(d) impaired waters list, or on a state groundwaters list.
d. Allows the system to address... "existing TMDL," "Projected TMDL," or "Watershed Managment Plan ." Does the project reduce the pollutants specified in the TMDL or watershed management plan (WMP) for the affected waterbody?
First, contact the appropriate st ate environmental agency office(s ) to find out if the affected waterbody has a TMDL or watershed manageme nt plan. (Watershed management plan is a general term; lingo will differ between stat es.) Check your projec t's engineering and environmental documents to see if it will reduce the pollutants specified in the TMDL or management plan. TMDL information may alread y be attached to the permit. Projects on impaired waters do NOT automatically address a TMDL. Information about projected TMDLs may appear on a state schedule.
Example : On a nutrient impaired stream, a new wastewater treatment plant replaces a smaller early - 1980s POTW and the aging septic tanks of a few subdivi sions. In the next few years, its up-to-date treatment processes will improve pollutant remova l efficiency. Since state or local planning has targeted the area for development the plant is designed and permitted for a higher level of loadings to the stream than the existing POTW. Average effluent lo adings over the lifetime of the plant will be significantly greater than those from the old POTW.

a. Select "Not Applicable". The project will have no effect on maintaining or improving water quality. b. Select "achieves compliance", since the proj ect will comply with stricter permit limits

. Page 2 0 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmc. The receiving waterbody is impaired. d. Although a TMDL has been submitted to EPA for the stream, the permit does not contain any allocations. The TMDL program offi ce, however, quotes a projected allocation figure for nutrients that the new facility does meet. S elect projected TMDL allocation.

________________________________________________________________________

Contribution to Protection or Restora tion of the Waterbody and Other Uses

[Return to Top] Identify both the Designated Surface Water Uses and Other Uses and Outcomesthat this project helps to protect or restore. If the project maintains or improves water quality, or if it increases effluent loadings but meets its permit, itcontributes to protection of the uses you find when matching pollutants. If the project reduces loadings of a pollutant that is impairing a designated use (303(d) list), the project contributes to restoration of that use. Note: Choices from both Designated Surface Wa ter Uses and Other Uses and Outcomes may be selected. However, if the Designated Surface Water Uses section does not apply to the project, an Other Use or Outcome must bechosen (and vice versa).

Each state chose a list of Designated Surface Water Usesfrom its state water quality standards. This list appears in the dropdown on the reporting form and in the pop-up window linked to the form (for read-only users). The following list is the summary list used for national reporting and serves as an example list here. Drinking Water Aquatic Life & Wildlife Primary Contact Recreation Secondary Contact Recreation Fish Consumption Shellfish Consumption Agricultural Water Supply Industrial Water Supply/Navigation Aesthetic Value Exceptional & Outstanding Significance Other Other Uses and Outcomesselections allow reporting of additi onal project outcomes that may not affect pollutant di scharge into a surface waterbody with designated uses. For example, it is expected that many CWSRF projec ts will have the outcome of “I nfrastructure Improvement.” The

‘ protection’ and ‘restoration’ labels may not apply as well to the Other Uses and Outcomes , so use your best judgment. It is likely, however, that some of these uses and outcomes will be primary ones for the project. Mark them as such. (See the examples.) The Other Uses and Outcomes list is fixed: Infrastructure Improvement Regionaliz ation/Consolidation Water Reuse/Recycling/Conservation Groundwater Protection Drinking Water Supply (e.g., groundwater source) Other Public Health/Pathogen Reduction Wetland Restoration Security Industrial Other Page 2 1 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmSelecting uses

– matching pollutants While some project benefits are better described as infrastructure improvement, we should make an effort to link project benefits to the waterb ody that the facility/system affects. Please do not simply select all of the uses listed for the waterbody in your state water quality standards or 305 (b) report. First, identify the pollutants that the project removes from the influent sewage (design and environmental review documents) and that also show up in the water quality criteria for the receiving waterbody’s uses (water quality standards database) and outcomes. Next, mark only those uses/outcomes that are explicitly addressed or strongly inferred by the planning and design documentation. The project design objectives indica te which pollutants are targeted and often mention uses/outcomes that drive the project. If these documents do not specify uses/outcomes, mark those thatthe project significantly affects. Page 22 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmPrimary and secondary uses Specify as primary those affected uses that drive a large portion of project financing. Often, a primary use will correspond to the largest pollutantreduction. In most case s, one and possibly two uses will qualify as primary. Specify secondary for other uses. If no use qualifies as primary, specify secondary for all applicable uses. A project can have multiple primary uses and may even have an Other Use or Outcome as its sole primary use or one of its primary uses. Thus, a project can be reported, fo r example, as primarily resulting in “Groundwater Protection” but also in restoring the use of “Pri mary Contact Recreation” in a nearby stream. Use your ju dgment where the option to ch oose protection or restoration doesn’t necessarily make sense for an Other Us e or Outcome like “Groundwater Protection.” [Return to Top] View a step-by-step/decision tree approach to reporting Designated Surface Water Uses

. Example 1 : A project renovates a POTW and installs post-sec ondary chemical phosph orus removal equipment to comply with new TMDL allocations. The recei ving waterbody is temperature impaired for its designated use as a cold water fi shery and is also bacteria-impaired for its use of primary contact recreation. The project reduces effluent loadings of BOD, TSS, ammonia, and phosphorus. Because these pollutants are listed in the criteria for the receiving waterbody’s two Designated Surface Water Uses, the project protects both uses. Because th e TSS reduction will affect the listed bacteria impairment, the project contributes to restorat ion of the primary contact recreation use. But because the project did not change effluent temperature, it will not be credited with restoring the cold water fishery use. Nonetheless, the cold wate r fishery is the primary use for this waterbody because its more stringent water quality criteria drive efforts to reduce loadings. Do not mark additional Designated Surface Wate r Uses that are not explicitly addressed or strongly inferred in the planning/design documentation, even if projec t improvements incidenta lly protect these uses (e.g. agriculture). As for Other Uses and Outcomes , Infrastructure Improvement is likely a primary benefit of this project. Example 2: A treatment project is designed to remove am monia and phosphorus from the effluent. The affected lake is designated for use as a warm water fishery, a pr imary contact recreation area, and a source of irrigation water. The warm water fi shery use dictates the standards/criteria for ammonia and phosphorus, so defini tely select it. The swimming use dictates lower criteria for phosphorus, so select that too. Since the agri culture use does not have criteria for these pollutants, do not select it.
Example 3: These are the preferred reporting options for two cases where a proj ect simply replaces interceptors: Case 1: If the project had not occurre d, loadings to the receiving waterbody would have increased. In this case, the project prevents increased load ings, maintaining water quality. Choose Protection for those uses that are affect ed by these loadings. Under Other Uses & Outcomesmake

“ Infrastructure Improvement” primary under protection. Case 2: Without the project, a collection system failure would result in sewage spills that would pollute groundwater and perhaps threaten public health. Under Other Uses & Outcomes , make

“ Groundwater protection” , “Other Public Health/Pathogen Reduction” , and “Infrastructure Improvement” primary under protection.
Additional important comments It is important to take every reasonable step to accurately link loan dollars spent for a project to the uses/outcomes that the p roj ect benefits

. We can rarel ymeasure p rotection or restoration o f Page 2 3 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmfishing or recreational uses on the scale of a single CWSRF project and the associated affected waterbody. State assigned designat ed uses and accompanying water quality criteria allow us to link the loading reductions from a CWSRF projec t to fishing, swimming, and other uses of and outcomes for affected waterbodies.
A step

- by

- step/decision tree approach to reporting Designated Surface Water Uses

. The following decision tree provides a methodic al approach to determ ining which designated surface waterbody uses a project helps to protec t or restore. This page accompanies the online

‘ Help’ file, where you can read through illust rative examples of use determinations.
1.) Does the project: Improve water quality; i.e. reduce pollutant loadings.*

--- Æ Go to (2.b.)

. Maintain water quality; i.e. maintain pollutant loading levels.*

--- Æ Go to (2.b.)

. Increase loadings but keep the facility in compliance with its permit.* J

--- Æ Go to (2.a.), but go to (2.b.) if the waterbody is meeting standards for all uses. None of the above.

--- Æ Bypass the Designated Surfac e Water Uses section and select the Other Uses and Outcomes that apply. See (4.) to distin guish between “Prima ry” and “Secondary” selections. 2.) Make a list of the designated uses for the affected waterbody. If a use is threatened or impaired by a pollutan t that the project will increase loadings of, cross out that use. Skip this step if the waterbody is meeting standards for all uses.
--- Æ Go to (2.b.)

. Cross out those uses that the project, wastew ater or nonpoint source, has no chance of affecting (e.g., navigation).
--- Æ Go to (3.)

. 3.) Consider whether the project’s impact on loadings , to reduce and/or maintain pollutant levels, affects the uses that remain on the list. If the pollutant criteria for each use are availa ble (Ask water quality se ction colleagues.), you can easily note which pollutants affect which uses. If the project does affect a designated use, and the waterbody is meetin g that designated use, then record “Secondary” i n the Protection column. For projects that only maintain water quality; i.e. maintain pollutant loading levels, go to (4.). If (i) the project does affect a designated use, and (ii) the waterbody only partially meets or DOES NOT meet that use, check to see if (iii) the project reducesloadings of the pollutant that is causing the impairment. ( See the ‘Help’ file for examples.)

- If yes to i, ii, and iii, record “Secondary” in the Restoration column.

- If yes to i & ii but no to iiii, record “Secondary” in the Protection column.

--- Æ Go to (4.). 4.) If protection or restoration of one or many uses represents the primary environmental benefit of the project, change “Secondary” to “Primary” ( Rarely for more than one or two uses.) Note: The project design objectives ofte n indicate which pollutants are targeted for (the greatest) loading reductions and often mention uses/outcomes that drive the project.

* See the above question on the form: “a. Contributes to water quality...___________________.” J Also see the above question on the form : “b. Allows the system to...___________________.” Page 24 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htm________________________________________________________________________ Reports Database Download [Return to Top] Contains current CBR Program Reports as well as program graphs and ARRA, NIMS, and FFATA reports. Downloading the Reports Da tabase captures a “snapshot” of data from all states, even if you are logged in under a specific state or region. If information isupdated since the last download of the Reports Database, it will need to be re-downloaded to capture the new data. It is recommended that you save this file to a known location on your computer or network. Requires Access 2003 or later.
Downloading To download, click the “Downloa d” button once; do not refresh or navigate away from the page. It may take several minutes for the fileto generate and do wnload, depending on your Internet speed.
Downloading as a .zip file You may choose to download the file as a .zip file by clicking the checkbox labeled “download as .zip file” before clicking the “Dow nload” button. Opting to obtain the .zip file may shorten the length of time spent downlo ading, depending on your Internet speed (This option is not available for In ternet Explorer Beta 9 Users).
OMB 1512 Reporting Template Excel template from FedReporting.gov that is used with the Reports Database Download to generate quarterly ARRA reports. Must save the template to the same location as the Reports Database. Requires Excel 2000 or later.
Populating the OMB 1512 Reporting Template 1. Download and save both the template and the Reports Database Download to the same location on your computer or network (same folder). 2. Open the Reports Database Download and navigate to the ARRA Reports tab. 1. Select “Populate OMB FederalReporting.gov Reporting File in Excel” (Step 1) and select your state (Step 2). 2. Click “Run Report” (Step 5). This will create a copy of the template, with the state data populated to it. The new file is saved to the same location on your computer or network where you originally saved the template an d Reports Database Download. You should receive a message that says “FederalRepo rtingTemplate File Created and Saved.”
Web Reports – Program Reports Run current CBR Program Reports right from the we b. These reports are identical to reports run from the Reports Database Downlo ad. Reports are generated as .PDF files (Requires Adobe Reader or equivalent Adobe program). To save the file, choose “S ave” when the report is generated. If you have already opened the file, save it by going to “File” Æ “Save As.”

Raw Data Download Contains tables with raw state and project information. Not to be used with the Reports Database Download. To download, click the “Download” button once; do not refresh or navigate away from the page. It may take a few moments for the file to generate and downlo ad, depending on your Internet speed. RequiresAccess 2000 or later.



### ________________________________________________________________________ Reporting for Specific Project Types [Return to Top] Planning and design loans While planning and design do not directly improve water quality, they are important parts of the p rocess and should be ente red in the CWSRF Benefits Re p ortin g effort

. T reat them like an yother Page 2 5 of 2 6 CWBenefits Help

3/28/201 6 https://owsrf.epa.gov/C WBenefits/Help/Help.htmproject if data are available. Information on th e water quality impact of a project may not be available if a loan does not also fund projec t implementation. The most appropriate use or outcome to select is “Inf rastructure Improvement.” If the CWSRF also fund s construction, use the Incremental Funding fields to link the construction and planning and design loans.

Nonpoint source projects Nonpoint source (NPS) projects that occur as partof conduit lending prog rams may be grouped for reporting. See Multiple Nonpoint Source Projects w ith Similar Environmental Results above. The approach to reporting other nonpoint source projects should be similar to that for any other project. Because the form was designed primarily fo r point source projects, however, a few fields should be treated differently. For most nonpoint source projects, it is hard to quantify population served and wastewater volume. Except for decent ralized treatment projec ts and perhaps septic projects, it is doubtful that these fields apply. The Facility Name field is rarely relevant. The permit and compliance fields may apply for landfills, but not for most NPS projects. Because NPS projects may be difficult to link to a sp ecific waterbody, it may be necessary to report at a summary level: a small watershed instead of a specific waterbody reach. Best management practices on a large farm may affect multiple st reams and rivers. If you cannot identify a primary affected waterbody, enter a latitude/longitudeor the NHD reach code for a representative waterbody or for a small watershed (not a hu ge 8-digit HUC). In either case, review the impairment and designated use in formation for the affected waterb odies to complete the benefits reporting. Older projects: water quality information This reporting system anticipates project benefits . This requires knowledge of the project’s impact vis-à-vis water quality conditions at the time of reporting: loan execution. We want to use impairment, compliance, and use in formation from the same year asthe loan. This time-sensitive information may be more difficult to obtain for ol der projects. If you cannot find it, enter current information and make a note in the Project Comments

.

________________________________________________________________________ Required versus optional fields [Return to Top] Almost all fields are required when relevant, provided that the information is available.
Data elements that may be more difficult to find are: Project population Project wastewater volume Volume Eliminated/Conserved Waterbody name and ID The existence of a projected TMDL or a watershed management plan The optional fields are: CW Needs Survey Number Other # State Waterbody ID Latitude/Lon g itude under Proj ect Location Page 2 6 of 2 6 CWBenefits Help

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