STATE OF GEORGIA CLEAN WATER STATE REVOLVING LOAN FUND
PROGRAM 2006 ANNUAL REPORT
Prepared by the GEORGIA ENVIRONMENTAL FACILITIES AUTHORITY
For the U.S. ENVIRONMENTAL PROTECTION AGENCY, REGION IV
September 28,2006
CLEAN WATER SRF ANNUAL REPORT TABLE OF CONTENTS FY 2006
INTRODUCTION .......................................................................................I....
EXECUTIVE SUMMARY ..........................................................................1....
MEETING IUP GOALS AND OBJECTIVES .................................................2..
PROJECT PERFORMANCE MEASURES ....................................................3..
CLEAN WATER STATE REVOLVING FUND LOANS .................................3. <
City ofAtlanta (CWSRF 04-003 Effrngharn County (CWSRF 03Henry County Water and Se
3 4 .............................................................. 4
LAND CONSERVATION PROGRAM ........................................................5..
PROGRAM ADMINISTRATION (4%).........................................................5...
CWSRF LOAN DISBURSEMENTS ............................................................6....
CWSRF STATE MATCH ............................................................................6....
CWSRF LOAN REPAYMENT ....................................................................7....
LIST OF ATTACHMENTS
ATTACHMEN1T: SOURCEOSF FUNDSBY QUARTER ..............................................................................................................
8
ATTACHMENT 2: CWSRF REPAYMENATCCOUNT.S.................. . ...................................................................................8.....
ATTACHMENT 3: COMMUNITIREESCEIVINCGWSRF FINANCIAALSSISTANC..E...............................................................9.......
ATTACHMEN4T:BINDINCGOMMITMENBTYSCATEGORYPO, PULATIO&NDOLLARVALUE..............................................1.0
ATTACHMEN5T: PERFORMANCRESULTOSF CWSRF PROJECTS FUNDE.D........................................................................ 11
ATTACHMENT 6:PERFORMANRCEESULTSOF CWSRF PROJECIBFUNDED (FY 2003 - FY 2006)...............
.......12
ATTACHMEN7T: CWSRF BENEFIT"SONE-PAGER" ................................... ... ............................................................1.3......
ATTACHMEN8T: ADMINISTRATEIVXEPENSEBSY CATEGOR.Y...................... . ................................................................... 15
ATTACHMEN9T: MBEiWBE UTILIZATION
.................... . ............1. 6
ATTACHMEN1T0: DISBURSE MEN'^ OF CWSRF FUNDSBY QUARTE.R.................. . .......................................................1..7
ATTACHMENT 11: COMPARISOONF PROJECTEDVERSUSACTUALDISBURSEME..N...T..S.................................................... 18
ATTACHMEN1T2:PROJECTSINITIATINGOPERATION ........................................................................................................1..9..
STATE OF GEORGIA CLEAN WATER STATE REVOLVING LOAN FUND
FY 2006 ANNUAL REPORT
INTRODUCTION
As required by Chapter 40 of the Code of Federal Register, Part 31.3165,SubpartK, Section 606(d), and Chapter 6 of the Clean Water State Revolving Fund (CWSRF) Management Manual of December 1988,the GeorgiaEnvironmental FacilitiesAuthority (GEFA) submitsthis Annual Report for the Fiscal Year ending June 30,2006. This report provides detailed information concerningthe management and fiscal integrity of this program along with any changes to the program, or updates to the program's goals and objectives in relation to the 2005 Intended Use Plan (IUP) submitted in June 2005 and awarded September 2005.
The Georgia Environmental FacilitiesAuthority(GEFA)was created by the GeorgiaGeneral Assembly in 1986 as the successor agency to the Georgia Development Authority Environmental Facilities Program. GEFA serves as the central State component for assisting local governments in financing the construction, extension, rehabilitation and replacement and securitization of public works facilities. The Governorof Georgia appoints eight members to the GEFA Board of Directors and three ex-officio members are designated by the Authority's enabling legislation. Through an interagency agreement with the Georgia Environmental Protection Division (EPD) certain constructionmanagement and professional services are provided by EPD to administerthe CWSRF Program. These services include: project reviews and approvals; planning; project development; information tracking; updating files; informationgathering and development of the National Needs Survey; project ranking; issuing Notices of No Significant Impacts (NONSI); assistance with the completion of the CWSRF "one-pager;" construction management; Disadvantaged Business Enterprises requirements; project inspections; and assistance with the National Information Management System (NIMS).
EXECUTIVE SUMMARY
Fiscal Year 2006 is the 13'~year that the GEFA has been the recipient of CWSRF funds, and the 19Ihyear that the CWSRF Program has operated in the State of Georgia. Funds received to date by Georgia's CWSRF Program from the United States Environmental Protection Agency (EPA) including Hardship Grant funds total $470,444,447. Georgia's required state match to date totals $93,804,492 for a grand total of $564,248,939.
In addition to this direct Federal grant source, Attachment 1 displays total repayments sources of funds by quarter during FY 2006 such as repayments from direct Federal loans, repayments from state match loans, repayments from repayment stream loans and repayments from Hardship grant loans and the interest earnings generated from these accounts. Attachment 2 displays the balances within these accounts.
FY 2006 CWSRF Annual Report
1
The CWSRF Program executed two new loans and one loan increase for a total of $56,300,000 during FY 2006. Attachment 3 provides detail on each project funded includingproject number, permit number, zip code, assistance amount, binding commitment date, construction start date, projected initiation of operation date, community population and loan terms. Attachment 4 displays the projects that received assistance in a format that is consistent with the National Information Management System (NIMS). Please note that only new projects are listed in Attachment 4 so as not to double count projects from previous years.
MEETING IUP GOALS AND OBJECTIVES
The first objective listed within the 2005 IUP was the continuation of funding projects for the city of Atlanta. On December 23,2003, the Governor announced that GEFA would make available $500,000,000 in low-cost financing to the city of Atlanta for water quality and water supply infrastructureimprovementsover a ten year period. During FY 2006 the CWSRFProgram executed its first contract with the city for $31,000,000. The remaining $19,000,000 one this commitment was provided to the city through GEFA's state-funded GA Fund Program. Also in FY 2006, the GEFA Board of Directors approved a second $31,000,000 for the City, and this contract is slated to be executed in FY 2007. GEFA and EPD are collectively providing project oversight for the entire $3.9 billion city project. During FY 2006 EPD spent $489,280 in non-program income for the oversight of this effort. This figure is displayed in Attachment 8 under the 4% non-program income section for EPD.
The second goal within the 2005 IUP was to put forth an effort to increase the CWSRF
Program's pace indicators in comparisonto the national level via the National InformationManagement System (NIMS). During FY 2006, program staff worked diligently to more closely manage program commitmentsand disbursementsin order to increase those percentages. Georgia is happyto report that these pace percentages increased during FY 2006 with "Assistance as a % of Funds Available" increasing from a cumulative 79% in FY 2005 to 80% in FY 2006. Also, "Disbursements as a % of Funds Available" increased from a cumulative 61% in FY 2005 to 63% in FY 2006. GEFA will continue to work to increase these percentages for FY 2007. Already in FY 2007, GEFA has seen a marked increase in the "Disbursements as a % of Funds Available" percentage with a $27.5 disbursement to the city of Atlanta in August 2006.
Another goal of the program was the closure of any old CWSRF loans that continue to draw funds. It was the goal of the CWSRF Program to close many of these old loans which remain open and negatively affect the program's pace figures. The CWSRF Program closed and initiated operation on five loans during FY 2006. These loan closures will prove to have a positive impact on the program's financial pace indicators within the NIMS database. The program hopes to continue this effort in FY 2007 and close other old loans still open and drawing funds. Additionally, in FY 2007, GEFA hopes to close the 2003 and 2004 CWSRF capitalization grants as both grants have a zero balance remaining.
FY 2006 CWSRE Annual Report
PROJECT PERFORMANCE MEASURES
During FY 2006 Georgia continued collecting information on project benefits via a statespecific Project Performance Worksheet which collects project results. The results of those projects funded in FY 2006 are reported in Attachment 5. This attachment shows that one of the two new projects funded will help to eliminate a consent order with the construction of 10 million gallons of underground CSO storage. The other new project funded with CWSRF funds will add 29,706 customers to the Henry County sewer system with the installation of 40,080 linear feet of sewer lines. Attachment 6 graphically shows performance trends from FY 2003-2006.
Georgia's commitment to the completion of the CWSRF Environmental Benefits Form can be seen in Attachment 7 which shows two completed EPA "one-pagers" for the two new projects funded in FY 2006. Georgia committed to and delivered project information via the "one-pager" for all projects funded from July 1, 1999 through December 31, 2004. Georgia continues to participate in this collection effort with the completion of this form for all projects funded in FY 2006. Each project funded in FY 2006 has been entered into the CWSRF Benefits Reporting (CBR) database. The submission of this information will help to add to the results provided within the Project Performance Worksheets and provide outcomes within the CWSRF Benefits Reporting (CBR) database. This database will help to determine the full environmental benefit of the CWSRF Program. Georgia's commitment to this data collection satisfies EPA's Grant Administrative Order surrounding grant outcomes.
CLEAN WATER STATE REVOLVING FUND LOANS
Listed below is a narrative describing the projects that received CWSRF funding within FY 2006. Each project funded was either on the Comprehensive List or Fundable List of Anticipated Loan Recipients. If the project was not the highest priority project at the time, it bypassed those higher priority projects which had not received approval. A lower priority project can bypass a higher priority project if the lower priority project has received EPD approval signifying that the project is ready to proceed, along with meeting GEFA debt servicerequirements. All commitments were made to qualified local governments or water and sewerage authorities according to the requirements of the Georgia Department of Community Affairs (DCA) and all possess a verified Service Delivery Strategy approved by DCA. Additionally, all loan recipients have the technical, managerial, and financial capability to operate a sewer system. Each of the three projects was reviewed for compliance with Federal cross-cutting authorities through the Georgia State Clearinghouse and was issued a Notice of No Significant Impact (NONSI). Each project also completed a 4700-4 Certification Form and subsequently had that form approved by EPA. A description of each project funded is given below.
City of Atlanta (CWSRF 04-003)
The city of Atlanta in Fulton County received the first of ten proposed loans from the CWSRF Program to address a Consent Decree. According to the Atlanta Environmental Review and Planning Document, in 1996 a lawsuit was filed against the city of Atlanta by the Upper
FY 2006 CWSRF A M U R~eport
3
ChattahoocheeRiverkeeper and a downstream plaintiff. This lawsuit, laterjoined by EPA and Georgia EPD, was settled by Consent Decree in 1998. The U.S. Department of Justice found that Atlanta's Combined Sewer Overflows (CSOs) were violating water quality standards. The Consent Decree settlement required the City to develop and implement a long-term CSO control plan to remediate the overflows from its combined sewer system. The control plan must be in place by November 2007. At present, whenever there is a heavy rainfall, overflows from the combined sewer system bypass treatment at the WWTPs and are discharged into the Chattahoochee River. This entire combined sewer control plan consists of 8 major projects, totaling $516,897,000. The two projects funded with this first $31,000,000 CWSRF loan include the Intrenchment Creek CSO Plant ($24,016,000), and the Custer Avenue Storage and Dechlorination facility ($16,060,000). The Intrenchment Creek project will entail a variety of operational upgrades that are necessary to maintain the Water Reclamation Center in good operating order and bring the facility into permit compliance, while the Custer Avenue facility will add an additional 10million gallons of underground storageand Dechlorinationfacilitiesin the Custer Avenue basin. Based on a financial analysis, Atlanta was eligible for a $31,000,OOQ. loan at 3% interest. Atlanta will be charged a 2% closing fee of $620,000. As of the end of FY 2006, Atlanta has not drawn any of the contracted amount.
Effingham County (CWSRF 03-003)
On February 15,2006 Effingham County signed a contract modification adding $800,000 to an existing $16,000,000 project. This project consists of the construction of a new 1.0 MGD wastewater collection and treatment system in south Effingham County. The project is necessary in order to serve the anticipated population growth in the area. The project also has the potential to supply reuse water to the community. The project proposes a discharge of
- treated wastewater to the Ogeechee River when reuse customers cannot use the water. The
proposed treatment plant utilizes conventional activated-sludgetechnology with filtration and disinfectionto produce an effluentthat meets reuse standardsand is protective of water ~uality. Based on a financial review, Effingham County was eligible for an $800,000 loan increase at 3% interest and will be charged a total 2% closing fee $336,000 based on a $16,800,000 loan. As of the end of FY 2006, Effingham County has drawn $15,807,138.78 (94%) of the contracted amount.
Henry County Water and Sewerage Authority (CWSRF 04-009)
The Henry County Water and Sewerage Authority signed a $24,500,000 contract on March 8, 2006. The project involves extending the wastewater collection and transportation system along the 1-75 corridor northwest of McDonough with the Upper Walnut Creek
Interceptor - Phase 11, Birch Creek Interceptor, and Upper Walnut Creek Pump Station and
Force Mains. This project will collect and transport sewer from five developments known as the South Point Development (SR 20), the Crown Properties Development (Mt. Carmel Road), the Kelly Plantation (Kelly Road), Hamilton Pointe Development and the Hamilton Springs Development. Based on a financial review, Henry County Water and Sewerage Authority was eligible for a $24,500,000 loan at 3% interest. Henry County Water and Sewerage Authority will be charged a 2% closing fee of $490,000. As of the end of FY 2006, Henry County Water and SewerageAuthority has drawn $3,239,412.98 (13%)of the contracted amount.
FY 2006 CWSRF A ~ l u aRl eport
4
LAND CONSERVATION PROGRAM
On April 14,2005 House Bill 98 was signed by the Governor designatinga $100million pool of funds for Georgia's local governments and the State for land acquisition purchases. This law establishes both the Land Conservation Revolving Fund, to be managed by GEFA, and the Land Conservation Trust Fund, to be managed outside of GEFA. The Land ConservationRevolving Fund was established with $55 million in CWSRF repayment hnds designated for the Program. The Land Conservation Trust Fund includes $45 million from monies outside of the CWSRF Program. The Land Conservation Bill identifies ten eligible uses of the monies, of which only the first five activities listed below are CWSRF eligible:
1. Water quality protection for rivers, streams, and lakes; 2. Flood protection; 3. Wetlands protection; 4. Reduction of erosion through protection of steep slopes, areas with erodible soils, and stream,
banks; 5. Protection of riparian buffers and other areas that serve as natural habitat and corridors for
native plant and animal species; 6 . Protection of prime agricultural and forestry lands; 7. Protection of cultural sites, heritage corridors, and archaeological and historic resources; 8. Scenic protection; 9. Provision of recreation in the form of boating, hiking, camping, fishing, hunting, running,
jogging, biking, walking, and similar outdoor activities; and, 10. Connection of existing or planned areas contributing to the goals set out in this paragraph.
Local governments may purchase land within Georgiawhich assists in the implementation of eligible activitiesresulting in the improvementof water quality. In a letter from Mr. James Giattina, dated September 15,2005, EPA stated, "EPA recognizes and supports EPD's efforts to utilize the CWSRF funding as a valuable tool to address water quality impacts created by land activities. Some of the land acquisition activities that may be funded through the CWSRF include the acquisition of: conservation easements, riparian buffers, wetland areas, unique habitats, and sourcewater protection areas that include groundwater recharge areas." A 3% interest rate will be charged on each loan with a 2% closing fee and all principal and interest must be repaid to the CWSRF Program within 20 years of project completion or land acquisition. Funds used for these projects will be disbursed from the CWSRF repayment stream rather than from direct CWSRF capitalization funds.
As of June 30, 2006 there have been no binding commitments made from the Land ConservationRevolvingFund. To date, the by-laws, rules and regulations, policies and procedures, interest rate and loan terms and application process have been established for the Land Conservation Revolving Fund Program. The program is in receipt of several applications and hopes to provide its first loan toward the end of calendar year 2006.
PROGRAM ADMINISTRATION (4%)
In FY 2006 GEFA spent $809,396.66 and EPD spent $472,239 on program administration
FY 2006 CWSRF Annual Report
5
paid from inside the CWSRF Program. Additionally, EPD spent $489,280 on construction monitoring activities associated with oversight task force responsibilities for the city of Atlanta's Capital Improvement Plan. This $489,280 was paid Erom outside the CWSRF fund and paid from the 2% closing fee account generated as non-program income. Attachment 8 displays expenditures associated with program administration broken down by object category. Administrative and programmatic servicesprovided by EPD include:project reviews, planning, developing and updating needs surveys, project ranking, issuing Notices ofNo SignificantImpactsstatements, assistancewith the completion of the CWSRF "one-pager," project construction management and project inspections. During FY 2006, the Construction Management Unit (CMU) of EPD processed 87 CWSRF project draw requests, performed 159 CWSRF project inspections and coordinated 28 Minority Business Enterprise (MBE), Women Business Enterprise (WBE) and Equal Employment Opportunity (EEO) contract approvals. Additionally,this group performed 62 project inspectionsvia the city of Atlanta oversight task force.
As a part of GEFA's loan agreement, all loan recipients are required to encourage the participation of small, minority and women owned businesses in all project subcontracts. The State's CWSRF Program percentage goal for Minority Business Enterprises (MBE) is 4.6% and 2.7% for Women Business Enterprises (WBE). The FY 2006 MBE and WBE participation percentage was 66.1% and 35.72%, respectively. Both of these percentages greatly exceeded Georgia's MBEIWBEgoal. These percentagesare calculatedby dividingthe total hnds disbursed to MBEIWBE contractors by the total funds disbursed to all contractors. A summary of the quarterly MBEIWBE participation percentages for both SRF Programs during FY 2006 is displayed in Attachment 9.
CWSRF LOAN DISBURSEMENTS
The CWSRF Program disbursed funds to 14activeprojects during FY 2006. Attachment 10 shows those projects which received funds by quarter as Federal, state match, hardship grant and repayment stream projects. The CWSRF Program disbursed a total of $46,221,988.33 in FY 2006. Attachment 11 compares the projected disbursement schedules indicated within the 2003 and 2004 IUPs for FY 2006 to the actual disbursements made in FY 2006. The CWSRF Program disbursed 85% of what it projected within FY 2006.
CWSRF STATE MATCH
Within the 2005 EPA review ofthe CWSRF program, EPA stated, "The State should ensure its Statematch loans have adequate funds for the match or find another sourceof non-federal hnds for this purpose." This comment was made due to the CWSRF Program's low level of state match during FY 2005. Within FY 2006, Georgia moved to a proportional split for each project-related disbursement which includes a Federal disbursement amount along with a state disbursement amount to ensure the proper state match percentage. During FY 2006, when this new structure was implemented, Georgia identified an under matched amount of $6,275,222.25. On June 30,2006, exactly $6,275,222.25 in funds was re-classified as revenue within the CWSRF program. According to the State Match Options
FY 2006 CWSRF Amual Report
6
for the State Revolving Fund Program published in February 1997, "The interest portion of the repayment from loans transferred in from pre-existing state funded programs and made alter March 7, 1985 must be deposited in the SRF and may be used for matching requirements only as they are received." Exactly $6,275,222.25 in interest collected on those state loans made alter March 7. 1985 will now be classified as revenue to the CWSRF program and will be used for match. Also, in wbrking with EPA headquartersstaff, Georgia was able to make corrections to the FY 2005 NIMS databasewith respect to the actual state match funds disbursed through June 30,2005. Georgia considers this matter rectified and with the gravitation toward this new disbursement structure, Georgia is guaranteed the appropriatematch percentage for the program. Attachment 10displaysall ofthe disbursementsmade to CWSRF project in FY 2006 and as you can see, many of the projects received 80% Federal disbursements and 20% state match disbursement.
CWSRF LOAN REPAYMENT
d
Five projects completed the construction phase and initiated operation during FY 2006 (Attachment 12). The total dollar value awarded to these five projects equaled $23,570,670 ofwhich $23,314,096, or 99%, was spent. The total amount of repaymints credited to the CWSRF fund from all sources was $52,027,967.16 and can be found within Attachment 1. These sources of repayment include principal and interest payments, closing fee payments, late fee payments and any interest earnings. To maintain the self-perpetuating nature of the CWSRF fund, all repaymentsincludingthe principal and interest are credited to the CWSRF Program.
The annual audit of the CWSRF Program is in final draft form. This audit is performed by a professional independent auditing firm and complies with generally accepted governmental accounting standards and reveals the fiscal integrity of the CWSRF Program. The FY 2006 audit, which details the fiscal position (assets, liabilities, revenues, expenses and fund balances), will be sent under separate cover to US EPA Headquarters and Regional 4 staff within the next 30 days.
FY 2006 CWSRF Annual Report
ATTACHMENT 1 SOURCES OF FUNDS BY QUARTER CLEAN WATER STATE REVOLVING LOAN FUND
-FY 2006
July 1,2005 June 30,2006
llnvestment Earnlngs (Short & Long-term)
-'-.-7F Federal Repayment Fund
898,595.38
!-Match Repayment Fund
650,676.22
1
Total $ 12,158,536.87 $
*Includes 2% closing fee collections
I
1,708.- -
I
1 10,200,273.22 $
.-.--
I
4 nn.,
/ 10,099,040.89 $ 19,570,116.18 ( !
ATTACHMENT 2 CWSRF REPAYMENT ACCOUNTS CLEAN WATER STATE REVOLVING LOAN FUND
- Account
I CWSRF FeuP GIam a\rpayatlnar au CWSRF State-Match Repayment Fund
"Balance as of 613012006
FY 2006
- - July 1,2005 -June 30,2006 Balance* m ru~,776,.!lrvzum.S3
-- Investment
Earnings
-Expected Uses of Funds
a,oou,a I8.28 -1 r ~ u ~ eFcUtIlullly
94,221,668.05
3,424,260.32 Project Funding
Total 296,998,136.58 $ 9,304,578.60
PI2006 CWSRF Annual Report
ATTACHMENT 3 COMMUNITIES RECEIVING CWSRF FINANCIAL ASSISTANCE
CLEAN WATER STATE REVOLVING LOAN FUND
Communitv
Permit Pmlart Namhr Number
Attanla
ICWSRF 04-003 1~~0037168
HenlyCounty WSA ~CWSRF04-009 IGA1510001
Effingham Countp
lCWsRF 03-003 IGA01564 Total
'EfIingharn Cwnty was an increaseio an existing mmmitments.
tip Code
FY 2006 July 1,2005 -June 30,2006
".......
PJ~lstance
Binding
Amntunt
30303 30253 31329
31,000,000
24.500.000 800,000
S56,300,000.00
814RW5 2/15/2006 3/8/2006
Constnrctlon Pmjected Initiate
2/1/2005 3M/2006 3l23i2004
3112008 12/1/2007 6/30mO5
Interest Date Loan
416.474 119.341 37.535
3.0% 3.0% 3.0%
5/1/2028 12/1/2027 7/1/2026
FY 2006 CWSRF Annual Report
ATTACHMENT 4 BINDING COMMITMENTS BY CATEGORY, POPULATION & DOLLAR VALUE
CLEAN WATER STATE REVOLVING LOAN FUND ASSISTANCE
-
Advanced Treatment (Categoj II) Infiltration/lnflow (Category IIIA) Sewer System Rehab. (Category 1118) New Collector Sewers (Category IVA)
New Interceptors (Category IVB) CSO Correction (Category V) Storm Sewers (Category VI)
Number of Assistance Agreements*
I 1
FY 2006 July 1,2005 -June 30,2006
Value
Population Size
Value ($)
--. .--....--.-.".."-
AgreementslCommunity - . ?d*
'
' 3,500 to 9,999:
0
10,000 to 99,999:
800,000
1000,000& above:
55,500,000
. Total
$ 56,300,000
24,500,0001 - -
- 0 0 2 2
31,000,000
- -
0 RecycledWater Distribution(Category X)
800,000
Total
2
*Only "new" projects are included within these calculations so as not to double count projects from previous years.
FY 2006 CWSRF Annual Report
ATTACHMENT 5 PERFORMANCE RESULTS OF CWSRF PROJECTS FUNDED*
CLEAN WATER STATE REVOLVING LOAN FUND
FY 2006
July 1,2005 -June 30,2006
CSO. Gallons Of
>.
.
Atlanta
ICWSRFW-003
X
10
Henly County WSA
ICWSRFW-OM)
Total
1
10 Mllllon Gallons
'Only "new"projects funded in FY 2006. Does not include increases to existing projects.
- . . uneartern a near Sewe.r Line
40,080
40,080 LF
MUmDeIm osw
-.
29,706
29,706
FY 2006 CWSRF Annual Report
Attachment 6
- Performance Results of CWSRF Projects Funded (FY 2003 FY 2006)
Numberof New Sewer CustomersAdded to the Sewer System
(CWsw)
31101
am
im
Em
t0; lm
u I lam
m
0
2W3
2W4
2W5
2x6
Linear Feetof New Sewer Line Constructed(CWSRF)
CWSRF Benefits Reporting
Loan: GA4 Borrower:
Atlanta
Loan Execution Date: 08/04/2005 Tracking #: CWSRF04-003 Other #:24-294
Assistance Type:
Loan
Loan Amount $:
$31,000.000.00
13 Final Amount
Total from ail Projects $:
31,000,000.00
Loan Interest Rate: 3.00% Reypayment Period: 20 %Funded by CWSRF:
Incremental Funding: Y Phase #: 0
I Original Tracking #:
I Same Environmental Results:
Multiple nonpoint source projects with similar Environmental Results
Total NPS Projects: 0
Project: 1 of 1 Project Description: Facility Name:
West Area Treatment Plant 85 MGD capacity
#of NPS Projects: 0
Population Sewed (Current):
by the Project: by the Facility:
103.000 103.000
Wastewater Volume (Design Flow)
by the Project: by the Facility:
85.0000mgb 85.0000mgd
Volume EliminatedIConsewed
0.OOOOmgd
Needs Categories:
V CSO Correction Discharge Information:
Ocean Outfail OtherlReuse Permit Type Permit Number: Affected Waterbodies:
Primary Impacted : Other Impacted :
$31,000.000.00 100 %
EstuarylCoastal Bay [7 Wetland
Surface Water
Groundwater
Eliminates Discharge
No Change 1 No Discharge
NEP Study
NPDES Permit GA0038644
Waterbodv Name
Waterbodv ID
State Waterbodv ID
Chanahoochee River
03130001
Land Application Seasonal Discharge
Recelvina Waterbody
Project ImprovementlMaintenance of Water Quality:
a. Contributes to water quality
Improvement.
b. Allows the system to c. Affected waterbody Is
Achieve Compliance. impaired.
d. Allows the System to address......... Existing TMDL
Projected TMDL [7 Watershed Management Plan
Designated Surface Water Uses (Selected): Drinking Water Supplies Reaeation Fishing
Protection: Primary
Primary
Restoration:
Other Uses and Outcomes (Selected): RegionaiizationlConsolidation Water ReuselRecydinglConse~ation Groundwater Protection
Protection: Primary
Primary
Restoration: Primary
Comments:
Page 1 of 1
9/27/2006
CWSRF Benefits Reporting
Loan: GA47 Borrower:
[7 Entry Complete
Henry County Water and
Loan Execution Date: 03/08/2006
Tracking #: CWSRF04-009 Other #: EPLM25-532
Assistance Type:
Loan
Loan interest Rate: 3.00%
Incremental Funding: N Phase #: 0
Loan Amount $:
$24,500.000.00
Reypayment Period: 20
Original Tracking #:
[7 Final Amount
% Funded by CWSRF: 100.00% Same Environmental Results:
Total from all Projects $:
24.500,000.00 Multiple nonpoint source projects with similar Environmental Results
Total NPS projects: o
Project: 1 of I Project Description: Facility Name:
#of NPS Projects: 0
Wastewater transportation system consisting of the Upper Walnut Creek Interceptor,Phase II. Birch Creek interceptor and \ I G j a y ~ t y a ~ e ~ &Pr u~mepkStation and force main.
Population Sewed (Current) :
by the Project:
0
by the Facility:
167,000
Wastewater Volume (Design Flow)
by the Project: by the Facility:
0.0000mgb 0.0000mgd
Volume EliminatedlConserved
0.0000mgd
Needs Categories:
iV-B New Interceptors
$24,500.000.00 100 %
Discharge Information:
Ocean Outfall Other/Reuse Permit Type Permit Number: Affected Waterbodies:
Estuary/Coastal Bay Eliminates Discharge
LAS
Waterbodv Name
Wetland
Sutface Water
NO Change 1 NO Discharge
Groundwater NEP Study
Waterbodv ID
State Waterbodv ID
Primary Impacted : Other Impacted :
Land Application Seasonal ascharge
Receivina W a t e r b m
Project Improvement/Maintenance of Water Quality:
a. Contributes to water quality
Maintenance.
b. Allows the system to
Maintain Compliance.
c. Affected waterbody is
Not Applicable
d. Allows the system to address......... Existing TMDL
Projected TMDL
Watershed Management Plan
Comments:
Page 1 of 1
9/27/2006
ATTACHMENT 8 ADMINISTRATIVE EXPENSES BY CATEGORY CLEAN WATER STATE REVOLVING LOAN FUND
FY 2006 July 1,2005 -June 30,2006
--
- 4% GEFA
- 4% EPD
- 4% EPD
-
Total
FY 2006 CWSRF Annual Report
ATTACHMENT 9 MBENBE UTILIZATION
FY 2006 July 1,2005 - J u n e 30,2006
Quarter
FY
. . . - - 4 t l "cur., .r, ,"U,)r
SFY
, - u repmr . uu,LW.Wa.,.,
- 1stQuarter (Oct.1 Dec. 31.2005)
- 2nd Quarter (Jan. I March 31,2006)
- 3rd Quarter (April 1 Jun 30,2006)
TOTAL
PERCENTAGE GOAL
PERCENTAGE ACTUAL*
MBE ($)
.,VL,-, l u
6,984,186 12,738,711 10,465,310 $30,550,623 4.60% 66.10%
. WEE ($) . I ,UUU..t l U 3,681.999 5,605,308 5,617,665 $16,511.388
2.70% 35.72%
. 1 .. TOTAL($) I ,JUO,oaL 10,666,185 18,344.01 9 16,082,975 $47,062.01 1 7.30% 218.78%
^PercentageActual is calculated by dividing the MBE or WBE funds disbursed by the total CWSRF funds disbursed.
Quarter
FY
SFY
- ~ suiua~ter\wm. I ver - 2nd Quarter (Jan. 1 Ma
----. - _ _ 3rd Quarter (April 1 Jur. _-, __, IUlHL PERCENTAGE GOAL PERCENTAGEACTUAL*
Quarterly Summaries
WBE ( 8 )
8)
I I
I
4.60%
I
2.70%
I
7.30%
I
I
^PercentageActual is calculated by dividing the MBE or WBE funds disbursed by the total CWSRF and DWSRFfunds disbursed.
FY 2006 CWSRF Annual Report
ATTACHMENT 10 DISBURSEMENT OF CWSRF FUNDS BY QUARTER CLEAN WATER STATE REVOLVING LOAN FUND
FY 2006 July 1,2005 -June 30,2006
-Qtr 1
17105 9105\
-Qtr2
11 0105 12105l
-Qtr 3
11106 3106\
-Qtr 4
(4106 6/06)
Total
FY 2006 CWSRF Annual Report
ATTACHMENT 11 COMPARISON OF PROJECTED VERSUS ACTUAL DISBURSEMENTS
CLEAN WATER STATE REVOLVING LOAN FUND
FY 2006 July 1,2005 -June 30,2006
I
I
Actual FY 2006 CWSRF Disbursements
/$13,930,070.93 I $
I
I
t
I
Percent Disbursedof Projected(
I
279% I
I
I
9,543,789.401$ 11,476,497.54/$ 11,271,630.461 $
I
I
I
105%1
60% 1
54% 1
46,221,988.33 85%
PI2006 CWSRF Annual Report
ATTACHMENT 12 PROJECTS INITIATING OPERATION CLEAN WATER STATE REVOLVING LOAN FUND
FY 2006 July I,2005 -June 30,2006
CWSRF Assistance
Assistance Amount
Binding Percentage Commitment
Initiate
Loan Interest
P( 2006 CWSRF Annual Report