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Federally Supported Water Supply and Wastewater Treatment Programs

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Order Code RL30478 CRS Report for Congress Received through the CRS Web Federally Supported Water Supply and Wastewater Treatment Programs Updated March 25, 2003 Betsy A. Cody, Claudia Copeland, Mary Tiemann, and Jeffrey Zinn 14, 2005 Resources, Science, and Industry Division Congressional Research Service ˜ The Library of Congress Federally Supported Water Supply and Wastewater Treatment Programs Summary Although the federal government has played a significant role in developing water quality regulations and standards for municipal and industrial (M&I) water use, it historically has provided a relatively small percentage of the funding for construction of water supply and treatment facilities for M&I uses. Yet, several programs exist to assist communities with development of water supply and treatment projects, and it appears that Congress is more frequently being asked to authorize direct financial and technical assistance for developing or treating water supplies for M&I use. This report provides background information on the types of water supply and wastewater treatment projects traditionally funded by the federal government and the several existing programs to assist communities with water supply and wastewater recycling and treatment. These projects and programs are found primarily within the Department of Agriculture (USDA), Department of Commerce, Department of Defense (DOD), Department of Housing and Urban Development (HUD), Department of the Interior (DOI), and the Environmental Protection Agency (EPA). The focus of some programs has been enlarged over the years. The Department of the Interior’s Bureau of Reclamation was established to implement the Reclamation Act of 1902, which authorized the construction of water works to provide water for irrigation in arid western states. Congress subsequently authorized other uses of project water, including M&I use. Even so, the emphasis of the Bureau’s operations was to provide water for irrigation. Similarly, the U.S. Army Corps of Engineers (Department of Defense) constructed large reservoirs primarily for flood control, but was authorized in 1958 to allocate water for M&I purposes. Over the past 30-plus years, Congress has authorized and refined several programs to to assist local communities in addressing other water supply and wastewater problems. These programs serve generally different purposes and have different financing financing mechanisms; however, there is some overlap. Funding for the programs and projects discussed in this report varies greatly. For example, Congress appropriated $845843 million for FY2003FY2005 for grants to states under EPA’s State Revolving Loan Fund (SRF) Programloan program for drinking water facilities and $1.341 billion for EPA’s SRF program for wastewater facilities; funds appropriated appropriated for the USDA’s rural water and waste disposal grant and loan programs are $719 598 million for FY2003FY2005; HUD Community Development Block Grant (CDBG) funds (used partly but not exclusively for water and wastewater projects) are $4.3 billion for FY2003, $1.3 billion of which is available to smaller communities under its state programs1 billion for FY2005. In contrast, the Bureau of Reclamation’s Title 16 program received a total of $30.6 total of $23 million for FY2003FY2005. For each of the projects and programs discussed, this report describes project or program purposes, financing mechanisms, eligibility requirements, recent funding, and the Administration’s FY2004FY2006 budget request. The report will be updated. Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Department of the Interior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Bureau of Reclamation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Traditional Multi-purpose and Rural Water Supply Projects . . . . . . . . 76 Title 16 Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Department of Defense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Army Corps of Engineers (Civil Works Program) . . . . . . . . . . . . . . . . . . . . 9 Water Supply Act Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Department of Agriculture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Rural Utilities Service (Water and Waste Disposal Programs) . . . . . . . . . . 12 Natural Resources Conservation Service (Small Watershed Program) . . . . 15 Environmental Protection Agency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Clean Water State Revolving Fund Loan Program . . . . . . . . . . . . . . . . . . . 19 Drinking Water State Revolving Fund Loan Loan Fund Program . . . . . . . . . . . . . . . . . 2122 Department of Housing and Urban Development . . . . . . . . . . . . . . . . . . . . . . . . 2324 Community Development Block Grants . . . . . . . . . . . . . . . . . . . . . . . . . . . 2324 Department of Commerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2425 Economic Development Administration (Public Works and Development Development Facilities Program) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2425 List of Tables Table 1. Federal Water Supply Program/Project Financing . . . . . . . . . . . . . . . . . 4 Federally Supported Water Supply and Wastewater Treatment Programs Introduction Although the federal government has played a significant role in developing water quality regulations and standards for municipal and industrial (M&I) water use, it historically has provided a relatively small percentage of the funding for construction of water supply and treatment facilities for M&I uses. Yet, several programs exist to assist communities with development of water supply and treatment projects, and it appears that Congress is being asked more frequently to authorize direct financial and technical assistance for developing or treating water supplies for M&I use. Recent proposals include “rural water supply projects” to be built and funded by the Bureau of Reclamation in the Department of the Interior (hereafter referred to as the Bureau), water recycling projects built and partially funded by the Bureau, and programs for water supply and wastewater treatment projects to be largely funded by the U.S. Army Corps of Engineers (Corps). There has alsoInterest also has been growing interest in expanding the size and scope of the State Revolving Fund Fund loan programs under the Clean Water Act and the Safe Drinking Water Act, as well well as support for individual wastewater and drinking water projects through congressionally earmarked grants in appropriations legislation. This report provides background information on the types of water supply and wastewater treatment projects traditionally funded by the federal government and the several existing programs to assist communities with water supply and wastewater recycling and treatment. Projects developed by the Bureau and the Corps typically require direct, individual project authorizations from Congress. In contrast, projects funded by other agencies are funded through standing program authorizations. These programs programs are found primarily within the Department of Agriculture (USDA), Department of Commerce, Department of Housing and Urban Development (HUD), and the Environmental Protection Agency (EPA). The key practical difference is that with with the individual project authorizations there is no predictable assistance, or even guarantee of funding after a project is authorized, because funding must be secured each year in the congressional appropriations process. The programs, on the other hand, have set program criteria, are generally funded from year to year, and provide a process under which project sponsors compete for funding. For each of the projects and programs discussed, this report describes purposes, financing mechanisms, eligibility requirements, and recent funding. The report does not address special projects and programs aimed specifically at assisting Indian CRS-2 Tribes, Alaskan Native Villages, and Colonias,1 or other regional programs such as those associated with the Appalachian Region or U.S. Territories. Background The federal government has built hundreds of water projects over the years, primarily dams and reservoirs for irrigation development and flood control, with M&I use as an incidental, self-financed, project purpose. Most of the nation’s public municipal water systems have been built by local communities under prevailing state water laws. The Bureau of Reclamation (Bureau) was established to implement the Reclamation Act of 1902, which authorized the construction of water works to provide water for irrigation in arid western states. Congress subsequently authorized other uses of project water, including M&I use. Even so, the emphasis of the Bureau’s operations was to provide water for irrigation. This emphasis is evidenced in part in the different payment mechanisms that evolved to finance projects (described below). Similarly, the U.S. Army Corps of Engineers (Corps) constructed large reservoirs primarily for flood control, but was authorized in 1958 (Water Supply Act of 1958, 72 Stat. 320; 43 USC § 390b) to allocate water for M&I purposes. In this Actact, Congress emphasized the primacy of non-federal interests: It is declared to be the policy of the Congress to recognize the primary responsibilities of the States and local interests in developing water supplies for domestic, municipal, industrial, and other purposes and that the Federal Government should participate and cooperate with States and local interests in developing such water supplies in connection with the construction, maintenance, and operation of Federal navigation, flood control, irrigation, or multiple purpose projects. (43 USC § 390(b)) Over the past 30-plus years, Congress has authorized and refined several programs programs to assist local communities in addressing other water supply and wastewater wastewater problems. The agencies that administer these programs differ in scope and mission. For example, the primary responsibilities of the Corps of Engineers are to maintain inland navigation and provide for flood control, while EPA’s mission relates to protecting public health and safeguarding the national environment. Others, such as HUD and the Department of Commerce, focus on community and economic economic development. Likewise, the specific programs discussed in this reportwhile all address water supply and wastewater treatmentdiffer in important respects. Some are national in scope (those of USDA, EPA, and the Department of Commerce, for example), while others are regionally focused (the Bureau’s programs and projects). Some focus primarily on urban areas (HUD), others on rural areas (USDA), and others do not distinguish based on community size (EPA, the Bureau, the Corps). In addition, these programs serve generally different purposes and have different 1 Colonias typically are rural, unincorporated communities or housing developments near the U.S.-Mexico border that lack some or all basic infrastructure, including plumbing and public water and sewer. CRS-3 different financing mechanisms (some provide grants, others authorize loans); however, there is some overlap. For example, the rural water and waste disposal program of the USDA typically authorizes “water delivery” assistance to improve community water systems and water quality, while EPA’s drinking water infrastructure program is driven primarily by “end of the pipe” water quality requirements of the Safe Drinking Water Act (SDWA), first authorized in 1974. Similarly, while the Clean Water Act sets performance standards for discharges of municipal sewage treatment, it also municipally treated sewage, it also provides financial assistance to municipalities for constructing and improving treatment facilities in order to comply with the law. Funding for the programs and projects discussed in this report varies greatly. For example, for FY20032FY2005,2 Congress appropriated $845843 million for grants to states under EPA’s State Revolving Loan Fund (SRF) loan program for drinking water facilities and $1.341 billion for EPA’s SRF program for wastewater treatment facilities; funds appropriated for the USDA’s rural water and waste disposal grant and loan programs are $719total $598 million for FY2003FY2005; HUD Community Development Block Grant funds (used partly but not exclusively for water and wastewater projects) are $4.3 billion for FY2003, $1.3 billion of which is available to smaller communities under the CDBG state program1 billion for FY2005. In contrast, the Bureau’s Title 16 reclamation/recycling program program received approximately $30.623 million for FY2003 –FY2005 — funding for the entire agency was slightly more than $900 $965 million for FY2003FY2005. Collectively, congressional funding for these programs has remained fairly level in recent years, despite the continuing pressure from stakeholders and others for increased funding.3 It is also important to note that state and local contributions are a significant source of total funds available to local communities for drinking water and wastewater wastewater improvements. For example, from FY1991 through FY2000, states contributed contributed about $10.1 billion to match EPA’s$18 billion in EPA capitalization grants for drinking water and wastewater SRFs and made about $13.5 billion available for these activities under state-sponsored grant and loan programs and by selling general obligation and revenue bonds.43 The following table summarizes financial and other key elements of the projects and program activities discussed in this report. 2 FY2003FY2005 appropriations for programs and projects described in this report were provided in P.L. 108-7, the Consolidated Appropriations Resolution for FY2003. That act included a general 0.65% reduction of amounts specified in the legislation. Throughout this report, discussion of FY2003 funding levels reflects the reduction from the congressionally specified level. For example, the appropriated amount for drinking water SRF grants was $850 million, but was reduced to $844.5 million by the 0.65% limitation. 3 For additional information on budgetary trends for the natural resources and environment activities of the federal budget, which include many of the water supply and wastewater treatment programs discussed in this report, see CRS Report RS21154, The Natural Resources and Environment Function of the FY2003 Federal Budget: An Overview of Programs and Funding. 4 U.S. General Accounting Office. Water Infrastructure: Information on Federal and State Financial Assistance. November 2001. GAO-02-134: 18. Hereafter, GAO Water the Consolidated Appropriations Act for FY2005, P.L. 108-447. Division J, Title I, Section 122 of this act included a general 0.80% reduction to be applied proportionately to each discretionary account and each item of budget authority, and within each program, project, and activity in the law. Throughout this report, discussion of FY2005 funding reflects the required reduction from the congressionally specified level. For example, the appropriated amount for drinking water SRF grants was $850 million, but was reduced to $843 million by the 0.80% rescission. 3 U.S. General Accounting Office (now Government Accountability Office). Water Infrastructure: Information on Federal and State Financial Assistance, November 2001, GAO-02-134: 18. Hereafter, GAO Water Infrastructure. CRS-4 Table 1. Federal Water Supply Program/Project Financing Agency and Projects or Program Project/ Program Purposes Type of Financial Assistance Federal/ Non-Federal Cost Share** Share Average Amount of Assistance FY2005 Funding FY2006 Funding Request (Total agency approps. request is $943 million) USDOI Bureau Multi-purpose De facto loan 0%/100%, with Not applicable interest for of Reclamation projects, M&I uses** which may include M&I* Not readily available USDOI Bureau Wastewater of Reclamation reclamation (Title 16 of and reuse* P.L. 102-575) De facto grant (see discussion on pages 6-9) Up to 25%/75%; dollar limits may apply $23 million $10.2 million USDOI Bureau Non-Indian of Reclamation “rural water supply”* De facto grant (see discussion on pages 6-9), plus loan $10.4 million Average of (FY2005 64%/26% approps.) (range from 15% repayment to 80% — some grants) $72.6 million $49.1 million Not readily available Not readily available (Total agency approps. are $5.0 billion) (Total agency approps. request is $4.3 billion) $1.3 million (FY2005 approps.) (Total agency approps.are $965 million) US Army Corps of Engineers (general) Multi-purpose Loans water projects, which may include M&I* 0%/100%, with Not applicable interest** US Army Corps of Engineers (multiple sections of WRDAs and annual Energy and Water Development Approps. acts0%/100%, with interest for M&I uses Not applicable FY2003 Funding USDOI Bureau of Reclamation Multipurpose water projects, which may include M&I* Loan USDOI Bureau of Reclamation (Title 16 of P.L. 102575) Wastewater reclamation and reuse* De facto grant (see discussion on page 8) Up to 25%/75%; dollar limits may apply $1.5 million (FY2003 approps.) $30.6 million $12.6 million USDOI Bureau of Reclamation Non-Indian “rural water supply”* De facto grant (see discussion on page 8), plus loan Average of 64%/26% (range from 15% repayment to 80% – some grants) $14.9 million (FY2003 approps.) $89.4 million $18 million US Army Corps of Engineers (general) Multipurpose water projects, which may include M&I* Loans 0%/100%, with interest Not applicable Not readily available Not readily available (Total agency approps. are $4.57 billion) (Total agency approps. request is $4.2 billion) US Army Corps of Engineers (Section 219 projects) “Environmental infrastructure”* Technical/ planning and design services 75%/25% Authorizations Not readily range from $0.5 $0.5 available million to $25 million Not readily available million None U.S. Army Corps of Engineers (multiple sections of WRDA 1992, 1996, 1999, P.L. 108-7WRDAs and annual Energy and Water Development Approps. acts) “Environmental infrastructure”* Design and construction grants 75%/25% Authorizations range from $200,000 to $180 million Not readily available None Not readily available (Total agency approps.are $917.3 million) FY2004 Funding Request (Total agency approps. request is $878 million) CRS-5 Agency and Projects or Program Project Purposes Not readily range from $0.2 available million to $180 million None USDA Rural Utilities Service, Water and Water and Waste Disposal Program Municipal water supply and waste disposal Loans and grants USDA Small Watershed Program Multiple activities, but generally must include flood control measures EPA, Clean Water State Revolving Loan Fund (SRF) Program EPA, Drinking Water State Revolving Loan Fund (SRF) Program supply and waste disposal Loans and grants 0%/100% for loans Grants: $711,048 Direct loans: $915,527 (FY2003) $446 million Up to 75%/25% for grants $598 million CRS-5 Agency and Projects or Program Project/ Program Purposes Type of Financial Assistance Federal/ Non-Federal Cost Share** Share Average Amount of Assistance FY2003 Funding 0%/100% for loans Average loan: $854,285 $719 million $381 million Up to 75%/25% for grants Average grant: $657,339 (FY2001) Project grants and technical advisory services 0%/100% $650,000 $138 million total (construction, $108.3 million; rehabilitation, $29.8 million) $40 million totalFY2005 Funding FY2006 Funding Request $650,000 $352 million total ($102 million, ongoing programs; $250 million, emergency work) $15 million total, all for rehabilitation projects $1.091 billion $730 million $843 million $850 million $4.11 billion Zero USDA Small Watershed Program Multiple activities, but generally must include flood control measures Project grants 0%/100% and technical advisory Varies services according to purpose of improvement activity EPA, Clean Water State Revolving Fund (SRF) Loan Program Municipal wastewater treatment, nonpoint pollution management, National Estuary Program implement ationimplementation Grants to states to capitalize loan funds 80%/20% for grants to states to states to capitalize SRFs Average capitalization grant to state: $30 million $1.34 billion $850 million Public water supply: projects needed to meet federal drinking water standards and to address serious health risks Grants to states to capitalize loan funds $844.5 million $850 million SRF loans to local project sponsors SRF loans to local project sponsors Varies according to purpose of improvement activity20.99 million (FY2005) SRF loans to local project sponsors 0%/100% (Project loans are repaid 100%) FY2004 Funding Request to states) Average assistance provided from SRF: $3.2 million 80%/20% for grants to states to 1 million (FY2004) Public water supply: projects needed to meet federal drinking water standards and to address serious health risks Grants to states to capitalize loan funds 80%/20% for grants to states to capitalize SRFs Average capitalization grant to state: $15.6 million (FY2002) 0%/100% (Project loans are repaid 100%) Average assistance provided from SRF: $2.1 million CRS-6 Agency and Projects or Program Project Purposes Type of Financial Assistance Federal/ Non-Federal Cost Share** HUD, Community Development Block Grant Program MultipurposeFY2004) SRF loans to local project sponsors 0%/100% (Project loans are repaid 100%) Multi-purpose community development projects, which may include water and water and waste disposal Grants, 70% of which are reserved for urban areas 100%/0% EDA, Public Works and Development Facilities Program Multipurpose economic development projects, which include non-rural, nonresidential water and sewer Grants Generally 50%/50%; however, may range to 80%/20% for non-Indian projects Average Amount of Assistance FY2003 Funding FY2004 Funding Request Not readily available $4.3 billion total; includes about $1.3 billion available for non-urban areas $4.4 billion Average grant $1,010,844 (FY2001) $204 million $232 million EPA, Drinking Water State Revolving Fund (SRF) Loan Program HUD, Community Development Block Grant Program Average assistance provided from SRF: $2.5 million (FY2004) Not readily available Average grant $65.6 million Zero Multi-purpose Project grants Generally 50%/50%; $1,313.432 economic however, may (FY2003) development range to projects, 80%/20% for which include non-Indian non-rural, nonprojects residential water and sewer * These projects generally must be authorized by Congress prior to construction. ** Although the ultimate federal cost-share may be 0%, unless otherwise stated, the federal government may provide 100% of initial construction costs allocated to M&I use, to be repaid over the life of the loan or repayment contract (typically 40-50 years). EDA, Public Works and Development Facilities Program CRS-6 Department of the Interior Bureau of Reclamation The Bureau of Reclamation was established to implement the Reclamation Act of 1902, which authorized the construction of water works to provide water for irrigation in arid western states. The Bureau generally manages numerous municipal and and industrial water supply facilities as part of larger, multi-purpose reclamation projects projects serving irrigation, flood control, power supply, and recreation purposes. Overall, these facilities serve approximately 31 million people, delivering a total of approximately 28.5 million acre feet of water (an acre foot is enough to cover one acre of land one foot deep, or 325,851 gallons). Bureau-funded municipal and industrial water deliveries total approximately 2.8 million acre feet and have more than doubled since 1970. The Bureau is authorized to construct projects only in the 17 western states, unless otherwise directed by Congress. CRS-7 Bureau M&I water deliveries are generally incidental to larger project purposes. However, since 1980, Congress has authorized 8 "rural water supply" projects and 26construction of 10 non-Indian “rural water supply” projects and 31 reclamation wastewater and reuse /recycling projects. The latter, discussed below, are known as Title 16 projects because they were first authorized in 1992 under Title 16 of P.L. 102-575. Title 16, the Reclamation Wastewater and Groundwater Studies and Facilities Act, also authorized the Bureau to undertake specific and general feasibility studies for reclamation wastewater and reuse projects and to research, construct, and operate demonstration projects. Historically, the Bureau constructed projects with federal funds, then established a repayment schedule based on the amount of total construction costs allocated to specific project purposes. Bureau project authorizations typically require 100% repayment, with interest, for M&I water supply facilities; however, on some occasions Congress has authorized other reimbursement terms. For example, for the non-Indian portion of some Bureau "rural water supply" projects, Congress has authorized 15%- 25% repayment levels (85% and 75% federal cost-share, respectively) and in at least one case, Perkins County Rural Water Supply System, a grant of 75% of total project costs. The federal share of costs for Title 16 projects is generally much higher as it is limited to a maximum of 25% of total project costs costs or, for projects authorized since 1996, a maximum of $20 million. In most cases, the federal share for Title 16 projects is non-reimbursable, resulting in a de facto grant to local project sponsors. Traditional Multi-purpose and Rural Water Supply Projects. Unlike many other programs described in this report, the Bureau undertakes projects largely at the explicit direction of Congress. Local project sponsors may approach the Bureau or the Congress with proposals for project construction and funding; however, a project must be authorized by Congress before construction may begin. Because there is no "program"“program” per se, there are no clear and concise eligibility or program criteria. An exception to this generality is the statutory authority for the Title 16 projects (see discussion below), which outlines items to be considered during development of feasibility studies. Yet, even for these projects, Congress must authorize construction before it is to begin. CRS-7 Project Purposes. Individual authorization statutes establish project purposes. Generally, M&I projects are part of larger, multi-purpose projects such as those built for irrigation water supply, flood control, and hydro power. This is not necessarily so for rural water supply projects, although nearly half of the rural water supply projects authorized to date are somehow connected to previously authorized irrigation facilities under the Pick-Sloan Missouri Basin Program (PSMBP), or otherwise related to water service anticipated but not received under earlier PSMBP authorizations. Financing Mechanism. Projects are financed and constructed up front by the federal government, and costs for M&I portions of such projects are generally repaid 100%, with interest, via "repayment contracts." Congress has on occasiongenerally has authorized more favorable repayment terms, such as for several "rural water supply" for several “rural water supply” projects. The federal cost-share for these projects has averaged 64%, but ranges from 15% to 80% for non-Indian rural water supply projects. Eligibility Requirements. Generally, local governments and organizations such as irrigation, water, or conservation districts, may approach the Bureau and /or Congress for project support. All construction project funding must be appropriated by Congress. As noted earlier, the Bureau only works on projects located in the 17 western states (32 Stat. 388), unless specifically authorized. CRS-8 Funding. Funding information for the M&I portions of multi-purpose projects is not readily available. The total BureauFY2006 appropriations request for FY2004 is $878the Bureau is $943 million. Appropriations for FY2003 are $917.3 million (P.L. 108-7FY2005 are $964.9 million, including underfinancing and the across-the-board rescission of 0.8% contained in P.L. 108447. Funding for rural water supply projects in FY2005 is $72.6 million. The Administration has requested $49.1 million for FY2006. The average amount of project assistance appropriated by Congress in FY2005 is $10.4 million. Statutory and Regulatory Authority. The Bureau carries out its water supply activities in 17 western states as authorized by the Reclamation Act of 1902, as amended (32 Stat. 388). Title 16 Projects. Title 16 of P.L. 102-575 directs the Secretary of the Interior to develop a program to "investigate and identify" opportunities to reclaim and reuse wastewater and naturally impaired ground and surface water. The original Act authorized construction of 5 reclamation wastewater projects and 6 wastewater and groundwater recycling/reclamation studies. The Actact was amended in 1996 (P.L. 104-266) to authorize another 18 construction projects and an additional study, in 1998 (P.L. 105-321) and 2000 (P.L. 106-554, Division B, section 106) to authorize two more construction projects, and again in 2002 (P.L. 108-7) to authorize a 26th projectand has been amended several times since, resulting in a total of 31 projects authorized for construction. Water reclaimed via Title 16 projects may be used for M&I water supply supply (non-potable purposes only), irrigation supply, groundwater recharge, fish and wildlife enhancement, or outdoor recreation. Project Purposes. The general purpose of Title 16 projects is to provide supplemental water supplies by recycling/reusing agricultural drainage water, wastewater, brackish surface and groundwater, and other sources of contaminated water. Projects may be permanent or for demonstration purposes. CRS-8 Financing Mechanism. Partial grants. Project construction costs are shared by the federal government and a local project sponsor or sponsors and the federal government. The federal share is generally limited to a maximum of 25% of total project costs and in most cases the the federal share is non-reimbursable, resulting in a de facto grant to the local project sponsor(s). In 1996, Congress limited the federal share of individual projects to $20 million million in 1996 dollars (P.L. 104-266). The federal share of feasibility studies is limited to 50% of the total, except in cases of "financial hardship"; however, the federal share must be reimbursed. The Secretary may also accept in-kind services that are determined to positively contribute to the study. Eligibility Requirements. The Bureau's water reclamation and wastewater recycling program is limited to projects and studies in the carries out its water supply activities in 17 western states as authorized inby the Reclamation Act of 1902, as amended (32 Stat. 388), unless specifically authorized by Congress.. Hence, the water reclamation and wastewater recycling program is limited to projects and studies in the 17 western states, unless otherwise specifically authorized by Congress.4 Authorized recipients of program assistance include " include “legally organized non-federal entities" (e.g., irrigation districts, water districts, and municipalities). Construction funding is generally limited to projects where: 1) an where (1) an appraisal investigation and feasibility study have been completed and approved by the Secretary; (2) the Secretary has determined the project sponsor is capable of funding the non-federal share of project costs; and (3) the local sponsor has entered into a cost-share agreement committing to funding its sharewith the Bureau. The Bureau notes in its FY2004FY2006 budget justifications document, as it did in FY2005, that it will mainly focus on projects that have been supported in the President’s budget requests in prior years. The justifications document also notes, as it , as it has for several years, that itthe Bureau will focus on projects that are: "(1) “(1) economically justified and environmentally acceptable in a watershed context, (2) not eligible for funding under another Federal program, and (3) directly address Administration priorities for the Reclamation program such as providing instream flows for federally endangered or threatened species, meeting the needs of Native American communities, and meeting international commitments." Unlike other water supply or wastewater treatment programs runadministered by the EPA, USDA, or HUD, the Bureau's Title 16 projects are CRS-9 statutorily authorized projects. While the Bureau has the authority to undertake general appraisal investigations and feasibility studies, it has interpreted the Title 16 language as requiring specific congressional authorization for the construction of new projects. Funding. The total program appropriation for FY2003 is $30.6 million. The FY2002 appropriation was $36.0 million, the FY2001 appropriation was $30.6 million, the FY2000 appropriation was $33.4 million, the FY1999 appropriation was $35.5 million and the FY1998 appropriation was $47.2 million. Projects authorized prior to the 1996 projects. Funding. The Administration’s FY2006 request for the Title 16 program is $10.2 million. The total program appropriation for FY2005 is approximately $23 million. Prior year program funding ranged from a low of $30.6 million for FY2001 to a high of $47.2 million for FY1998. Projects authorized prior to the 1996 amendments ranged in size from $152 million ($38 million for the Bureau' Bureau’s share), to $690 million ($172 million for the Bureau's share). Post-1996 projects have been much smaller in size, ranging in size from $10 million ($2 million for the Bureau's share) to $280 million ($20 million for the Bureau's share). The Bureau has stated in the past that its main budget focus will be on projects that have been supported in prior years. The Senate Committee on Appropriations noted, in report language accompanying FY1998 Energy and Water Development ’s share). The Senate Committee on Appropriations noted, in report language accompanying FY1998 Energy and Water 4 For example, P.L. 106-566 authorizes the Secretary of the Interior to conduct general planning and research activities in the State of Hawaii. CRS-9 Development Appropriations, its concern about the potential costs of this program and noted that local sponsors who proceed on their own prior to a federal commitment to the project "do so at their own risk" (S. RptRept. 105-44). The Committee committee also noted its support of the Bureau's efforts to develop criteria to prioritize the authorized projects currently awaiting funding. Funding for the projects has been somewhat controversial recently. The Administration has proposed $12.6 million in funding for FY2004, which is 65% less ’s request of $10.2 million for FY2006 is 55% less than enacted for FY2002 and 59 FY2005 and 67% less than enacted for FY2003FY2004. According to the Office of Management and Budget, in years past the funding has been scaled back because the "program serves a function that is a local responsibility." Statutory and Regulatory Authority. The statutory authority for the reclamation wastewater and reuse program is the Reclamation Wastewater and Groundwater Study and Facilities Act, Title 16 of P.L. 102-575, as amended (43 U.S.C. 390h et. seq.); the Reclamation Recycling and Water Conservation Act of 1996 (P.L. 104-266); the Oregon Public Land Transfer and Protection Act of 1998 (P.L. 105-321); the 1999 Water Resources Development Act (P.L. 106-53, Section 595); the Consolidated Appropriations Act for FY2001 (P.L. 106-554, Division B, section 106); a bill amending the Reclamation Wastewater and Groundwater Study and Facilities Act (P.L. 107-344); and the Consolidated Appropriations Act for FY2003 (P.L. 108-7, Division D, section 211). The Bureau published (P.L. 108-7, Division D, section 211); the Emergency Wartime Supplementals Act of 2003 (P.L. 108-11); the Irvine Basin Surface and Groundwater Improvement Act of 2003 (P.L. 108-233); and a bill amending the Reclamation Wastewater and Groundwater Study and Facilities Act (P.L. 108-316). The Bureau published program guidelines in December 1998; formal regulations have not been promulgated. For information, see [http://www.usbr.gov/main/programs/index.html] or [http://aspe.os.dhhs.gov/cfda/p15504.htm].pmts/writing/guidelines/] or [http://12.46.245.173/cfda/cfda.html (see code 15.04 under Department of the Interior). [This section prepared by Betsy A. Cody, Specialist in Natural Resources Policy, Resources, Science, and Industry Division (707-7229).] Department of Defense Army Corps of Engineers (Civil Works Program) Under its civil works program, the U.S. Army Corps of Engineers (Department of Defense) operates hundreds of flood control, navigation, and multipurpose projects throughout the country. Although federally constructed water reservoirs operated by CRS-10 the Corps supply a great deal of water for municipal and industrial uses, the agency has only been given a limited, secondary role in planning for that function among its primary responsibilities for inland navigation and flood control. The Water Supply Act of 1958 (Title 3 of Public Law 85-500) first authorized the Army Corps of Engineers (Corps) to recommend economically justified municipal and industrial storage space in new or existing reservoirs. The Corps’ authority under the Water Supply Act of 1958 is a function arising from multipurpose projects that were initially justified on the basis of transportation, flood control, hydropower, recreation, or fish and wildlife benefits. Although it is possible to retrofit previously constructed projects to supply M&I users, the planning for such needs is not an explicit responsibility of the Corps. In its policy manual (Engineer Publication 1165-2-1), the agency states that it “recognizes a significant but declining federal interest in the long range management of water supplies and assigns the financial burden of supply to users.” Nonetheless, at last report, more than 112 Corps reservoirs stored 9.3 million acre-feet of municipal and industrial (M&I) water under repayment contracts with local, non-federal users. Congress has also authorized the Corps to assist specific local communities with municipal water supply and treatment needs not necessarily associated with other Corps projects. Section 219 of the Water Resources Development Act of 1992 (WRDA, P.L. 102-580), and the subsequent expansion of the authorizations under this section in the Water Resources Development Act of 1999 (P.L. 106-53), authorized the Corps to assist local interests with technical planning and design assistance for "environmental infrastructure and resource protection" projects, which include an array of water supply, storage, distribution, and treatment facilities. Out of 43 specific §219 projects described in §502 of WRDA 1999, 15 were to "eliminate or control combined sewer overflows" and six were for water and wastewater infrastructure. Beginning with Section 313 of WRDA 1992, there have also been a number of projects and programs that have received authorizations for design and construction assistance for environmental infrastructure, including wastewater treatment and water supply facilities and surface water resource protection and development. In WRDA 1996 (P.L. 104-303), four new local infrastructure programs were authorized, including watershed protection efforts to benefit the Chesapeake Bay and the drinking water sources supplying New York City. The WRDA of 1999 authorized seven new project areas – including statewide eligibility for Alaska, Mississippi, Ohio, and Montana, while raising the funding ceilings and availability of direct grants for most of the previous designations. A similar pattern emerged during consideration of the WRDA 2000 bill; however, most of the new authorizations were stripped from the final bill and were included instead in the FY2001 Consolidated Appropriations Act (P.L. 106-554, Division B, section 108). No WRDA was enacted by the 107th Congress; however, the omnibus appropriations bill for FY2003 (P.L.108-7) included some environmental infrastructure provisions. For example, the authorization for municipal water infrastructure projects in rural Nevada was increased from $25 million to $100 million, and a $25 million authorization for Idaho was added. The omnibus appropriations bill also included appropriations for some environmental infrastructure projects, such as $10 million for rural Nevada and $1 million for rural Montana. The Bush Administration's budget request for the Corps CRS-11 for FY2004 provided no funds for studies or construction of local environmental infrastructure facilities. Overall, appropriations have not kept pace with the hundreds of WRDA provisions enacted during the 1990s; however, the original “pilot/demonstration” recipients – notably a large number of counties in Pennsylvania and West Virginia with total authorized ceilings of $180 million and $40 million respectively and perhaps reflecting some economically distressed conditions – have received sizable amounts of earmarked funds (in a mix of grants and/or reimbursements). As with the rural water supply and Title 16 projects of the Bureau, the future implementation of authorized local infrastructure projects has the potential to create an altogether new (and perhaps competing) mission to the Corps' traditional emphasis on navigation and flood control and its newer environmental restoration mission. Because the project authorizations are generally site-specific and are funded individually through congressional appropriations and are not part of a Corps program per se, there are no Corps, Department of Defense) operates water resources projects throughout the country to meet the agency’s navigation, flood damage reduction, and environmental missions. In many cases, this infrastructure provides multi-purpose benefits, including benefits for fish and wildlife, recreation, and municipal and industrial (M&I) water supply. More than 112 Corps reservoirs store 9.3 million acre-feet of M&I water. The Corps has been given only limited authority for M&I water supply. M&I water supplied from Corps reservoirs is incidental to the infrastructure’s primary purposes. The provision of M&I water is subject to availability, and the associated costs are 100% a local, nonfederal responsibility. CRS-10 The Water Supply Act of 1958 (Title 3 of P.L. 85-500) authorized the Corps to recommend economically justified M&I water supply storage space in new or existing reservoirs. Although it is possible to retrofit previously constructed projects to supply M&I users, the planning for such needs is not an explicit Corps responsibility. In its policy manual (Engineer Publication 1165-2-1), the agency states that it “recognizes a significant but declining federal interest in the long range management of water supplies and assigns the financial burden of supply to users.” Environmental Infrastructure. While federal policy generally remains that community water supply is largely a local responsibility, communities, particularly rural and small communities, increasingly have come to Congress for assistance with water infrastructure. Since 1992, Congress has authorized the Corps to assist local communities with municipal water supply and treatment needs not necessarily associated with other Corps projects; these authorizations have been either for a project in a specific location, or for a program for a defined geographic area. These projects for municipal water supply and wastewater (including treatment, and distribution/collection facilities) or surface water resource protection and development are called “environmental infrastructure” at the Corps. The Corps’ involvement varies according to the specifics of the authorization. Sometimes the Corps is responsible for performing the work; under other authorizations, the Corps uses appropriated funds to reimburse the nonfederal sponsor for its work. Before 1992, the Corps generally was not involved with environmental infrastructure projects; since 1992, Congress has authorized more than 220 environmental infrastructure projects. Appropriations, however, have not kept pace with authorizations; only a subset of authorized Corps environmental infrastructure projects have received appropriations. The Clinton and Bush Administrations generally left environmental infrastructure projects out of their Corps budget requests. The Bush Administration’s FY2006 request continued this trend by seeking no funds for studies or construction of environmental infrastructure projects. Congress has added funds for environmental infrastructure activities. For example, the Energy and Water Development Appropriations Act of FY2005 (P.L. 108-447) included at least $44 million in appropriations for environmental infrastructure projects. Water Resources Development Act (WRDA) is the typical legislative vehicle for Corps authorizations. Beginning with Section 219 of the WRDA 1992 (P.L. 102-580), Congress has authorized the Corps to assist local interests with technical planning and design assistance for environmental infrastructure projects. Beginning with §313 of WRDA 1992, Congress also has authorized design and construction assistance for environmental infrastructure. WRDA 1996 (P.L. 104-303) and WRDA 1999 (P.L. 106-53) authorized new environmental infrastructure projects, and raised the funding ceilings and availability of direct grants for many of the projects previously authorized. Although neither the 107th Congress nor the 108th Congress enacted a WRDA, these Congresses authorized Corps environmental infrastructure activities in appropriations legislation. As with the rural water supply and Title 16 projects of the Bureau, the future implementation of authorized local infrastructure projects has the potential to create a new, and perhaps competing, mission to the Corps’ traditional navigation, flood CRS-11 control and environmental missions. Because the environmental infrastructure authorizations are generally specific to a geographic region, are funded individually through congressional appropriations, and are not part of a national Corps program per se, there are no clear and/or consistent project or program criteria. Water Supply Act Projects. The following describes projects carried out under the Water Supply Act of 1958. Project Purposes. To allow use of multi-purpose Corps reservoirs to allocate “excess” supplies of stored water to local governments or organizations for municipal and industrial use. Financing Mechanism. Projects are financed up front by the federal government, and costs for M&I project purposes are repaid 100%, with interest, via long-term (typically 30-50 year) repayment contracts. Eligibility Requirements. The Water Supply Act, as amended in 1986, requires that: (1) water supply benefits and costs be equitably allocated among multiple purposes; (2) repayment by state or local interests be agreed to before construction; (3) the water supply allocation for anticipated demand at any project not exceed 30% of the total estimated cost; (4) repayment shall be either during construction (without interest), or over 30 years (with adjustable interest rates); and (5) users reimburse the Corps annually for all operation and maintenance or replacement costs. Those required conditions reflect changes adopted in the Water Resources Development Act of 1986, which reaffirmed a 100% non-federal cost share for water supply projects with the up front agreement; limited assistance for “future” storage to 30%; reduced the repayment period from 50 to 30 years; and added the yearly operation and maintenance reimbursement. Occasional exceptions--albeit increasingly frequent--to the Corps’ general authority have been enacted by the Congress to provide individual instances of relief in hardship circumstances and to target federal financial or technical assistance to demonstration projects defined by environmental restoration or water conservation objectives. Otherwise, the Corps’ general direct involvement in providing water supplies is limited to emergency/disaster relief, including drought conditions. (Some short-term sales of “surplus” storage, as well as seasonal water storage (conservation) can be made adjunct to normal project operating procedures.) CRS-12 Funding. The Corps’ general water supply contribution is considered to be totally self-supported, based on repayments, and is not published in budget documents. Statutory and Regulatory Authority. Water Supply Act of 1958 (Title III of P.L. 85-500, as amended, 72 Stat. 320; 43 U.S.C. § 390b). For information on the Corps’ civil works program, see: [http://www.usace.army.mil/public.html#Civil]. [This section prepared by Nicole T. Carter, Analyst in Environmental Policy, Resources, Science and Industry Division (707-0854).] CRS-12 Department of Agriculture Rural Utilities Service (Water and Waste Disposal Programs) The USDA also administers grant and loan programs for water and wastewater projects. Funds are, with eligibility limited to communities of 10,000 or less. USDA prefers making making loans to finance water and waste disposal projects; grants are made only when when necessary to reduce average annual charges to a reasonable level for the area. These programs are administered at the national level by the Rural Utilities Service (RUS) at USDA. RUS allocates program funds to the Rural Economic and Community Development (RECD) state offices through an allocation formula based on rural population, poverty, and unemployment. District RECD offices actually administer the programs locally. In recent years, approximately 65% of loan funds and 57% of grant funds have been obligated to water projects; the remainder have been obligated to waste disposal projects. RUS also administers USDA’s “Water 2000 Initiative” to bring safe, affordable drinking water to all rural areas by the year 2000. Funding for Water 2000 comes from the core water and waste disposal program. There is heavy demand for water and waste disposal funds. In January 2000, RUS had a backlog of approximately $23.3 billion in loan applications and $1 billion in grant grant and loan applications for its water and waste disposal assistance programs.5 In addition to this, EPA’s 2001 Drinking Water Infrastructure Needs Survey EPA’s 2001 drinking water infrastructure needs survey showed over $31 billion needed by small water systems serving 3,300 or fewer people over the next 20 years to install, upgrade, or replace infrastructure to ensure safe drinking water. The 1996 EPA Wastewater Needs Survey2000 EPA wastewater needs survey reported that small communities with a population under under 10,000 need to spend $13.8 billion by the year 201616 billion for their wastewater facilities to be in compliance with the Clean Water Act. Program Purpose. The purpose of these programs is to provide basic human amenities, alleviate health hazards, and promote the orderly growth of the nation’s rural areas by meeting the need for new and improved rural water and waste disposal 5 U.S. Department of Agriculture. 2001 Budget. Explanatory Notes for the Committee on Appropriations. Vol. 2: 22-22, 22-23. The 2002 farm bill (P.L. 107-171) authorized USDA to use $360 million in Commodity Credit Corporation monies for a one-time reduction in the backlog of qualified, pending grant and loan applications for water systems and waste disposal systems. CRS-13 facilities. Funds may be used for installation, repair, improvement, or expansion of rural water facilities, including costs of distribution lines and well-pumping facilities. Financing Mechanism. USDA provides grants and loans for water and waste disposal projects. There is no statutory distribution formula. Funds are allocated to states based upon rural population, number of households in poverty, and unemployment. There are no matching requirements. Water and Waste Disposal Loans. The Rural Development Act of 1972 authorized establishment of the Rural Development Insurance Fund under the Consolidated Farm and Rural Development Act. Among other activities, this fund is used for loans (direct and guaranteed) to develop storage, treatment, purification, or distribution of water or collection, treatment, or disposal of waste in low-income 5 U.S. Department of Agriculture. 2001 Budget. Explanatory Notes for the Committee on Appropriations. Vol. 2: 22-22, 22-23. The 2002 farm bill (P.L. 107-171) authorized USDA to use $360 million in Commodity Credit Corporation monies for a one-time reduction in the backlog of qualified, pending grant and loan applications for water systems and waste disposal systems. CRS-13 rural areas. Loans are repayable in not more than 40 years or the useful life of the facilities, whichever is less. USDA makes either direct loans to applicants or guarantees up to 8090% of loans made by third-party lenders such as banks and savings and loan associations. Loan interest rates are based on the community’s economic and health environment and are designated poverty, market, or intermediate. The poverty interest rate currently is 4.5%, and suchPoverty interest rate loans are made in areas where the median household income (MHI) falls below the higher of 80% of the statewide nonurban MHI or the poverty level and the project is needed to meet health or sanitary standards. The market rate is adjusted quarterly and is set using the average of a specified 11-bond index. It applies to loans to applicants where the MHI of the service area exceeds the statewide nonurban MHI. The intermediate rate is the poverty rate plus one-half of the difference between the poverty rate and the market rate for municipal bonds, not to exceed 7%. This rate The intermediate rate applies to loans that do not meet the criteria for the poverty rate and which do not have to pay the market rate. As of January 2005, all three interest rates are 4.5%. Water and Waste Disposal Grants. Grants for the development costs of water supply and waste disposal projects in rural areas also are authorized under the Consolidated Farm and Rural Development Act. Only communities with poverty and intermediate rate incomes qualify for USDA grants. An eligible project must serve a rural area which is not likely to decline in population below that for which the project was designed and constructed so that adequate capacity will or can be made available to serve the reasonably foreseeable growth needs of the area. Grant funds may be available for up to 75% of the development cost of a project to reduce user costs to a reasonable level. Grants may be used to supplement other funds borrowed or furnished by applicants for project costs, and may be combined with loans when the applicant is able to repay part, but not all, of the project costs. Emergency and Imminent Community Water Assistance Grants. RUS also is authorized to help rural residents where a significant decline in quantity or quality of drinking water exists or is imminent and funds are needed to obtain adequate quantities of water that meet standards of the Safe Drinking Water Act or the Clean Water Act. Grants, ranging from $10,000 to a maximum of $500,000, are provided for projects to serve a rural area with a population of 10,000 or less that has a median household income not in excess of the statewide nonmetropolitan median household income. Grants for repairs, partial replacement, or significant CRS-14 maintenance of an established system cannot exceed $150,000. Communities use the funds for new systems, waterline extensions, construction of water sources and treatment facilities, and repairs or renovation of existing systems and may be made for 100% of project cost. Applicants compete on a national basis for available funding. Amounts provided through this program have been quite variable over time. In FY2002, emergency grants totaling $2.96 million were made by RUS to projects in six states. In FY2001, grants totaling $20 million (one-half for projects related to natural disasters) were made, while one grant was made in FY2000 for $200,000. The 2002 farm bill (Farm Security and Rural Investment Act of 2002, P.L. 107-171) authorized $35 million per year through FY2007 for this program and made funding for it mandatory through reservation of 3 to 5% of appropriated water and waste disposal grant funds.The 2002 farm bill (Farm Security and Rural Investment Act of 2002, P.L. 107-171) authorized $35 million per year through FY2007 for this program and made funding for it mandatory through reservation of 3 to 5% of appropriated water and waste disposal grant funds. Amounts provided through this program have been quite variable over time. In FY2002, emergency grants totaling $2.96 million were made by RUS to projects in six states; in FY2003, $16.6 million was distributed for 63 projects in 24 states; and in FY2004, $15.2 million was distributed for 64 projects in 21 states. CRS-14 Eligibility Requirements. Eligible entities are municipalities, counties, and other political subdivisions of a state; associations, cooperatives,6 and organizations operated on a not-for-profit basis; Indian tribes on federal and state reservations; and other federally recognized tribes are eligible to apply for assistance. USDA’s loan and grant programs are limited to community service areas (including areas in cities or towns) with population of 10,000 or less. To be eligible for assistance, communities must have been denied credit through normal commercial channels. Also, communities must be below certain income levels. Loans and grants are made for projects needed to meet health or sanitary standards, including clean water standardsClean Water Act and Safe Drinking Water Act requirements. The standards and requirements. Section 6012 of the 2002 farm bill (P.L. 107171) 107-171) authorized $10 million per year through FY2007 for USDA to make grants to private private nonprofit organizations for the purpose of providing loans to eligible individuals for construction, refurbishing, and servicing of individualindividually owned household water well systems owned by the eligible individuals water well systems. Loans are limited to $8,000 per water- well system. It alsoSection 6002 of P.L. 107-171 authorized $30 million annually through FY2007 in grants to nonprofit organizations to capitalize revolving loans for water and waste disposal facilities. Funding. From FY1991 to FY2000, USDA provided about $12.5 billion under its rural water and waste disposal loan and grant programs.7 Prior to enactment of the 1996 farm bill (P.L. 104-127), these grants and loans, as well as other USDA rural development assistance, were authorized as separate programs. In P.L. 104127, Congress consolidated 14 existing grant and loan programs into three categories for better coordination and greater local involvement. The newThis program is called the Rural Community Advancement Program (RCAP). The three components are the Rural Utilities Service, Rural Community Facilities, and Rural Business and Cooperative Development programs.8 Beginning with USDA’s FY1996 appropriation (P.L. 104-37), Congress consolidated the water and waste disposal grant and loan appropriations in a single Rural Community Assistance Program. Funds appropriated for water and waste disposal grants and loans in RCAP for FY2003 and FY2004 were, respectively, $719 million and $601 million. For FY2005, the Bush Administration requested $436 million for these programs. In P.L. 108-447, the Consolidated Appropriations Act, FY2005 (P.L. 108-447, Division A), Congress provided $548 million for water and waste disposal grants and loans under the Rural Community Assistance Program. Out of that amount, Congress reserved $499,600 for grants to capitalize revolving loan funds for water and wastewater projects, $992,000 for grants to nonprofit 6 Rural electric cooperatives are private entities that build and manage rural utility systems. The 1990 farm bill (P.L. 101-624) authorized rural coops to expand from their traditional electricity and telephone services. An estimated 80 to 90 rural electric coops (less than 10% of the total number of coops nationwide) currently are involved in some aspect of drinking water or wastewater management, with the majority dealing with drinking water management. 7 8 GAO Water Infrastructure: 10-11. RCAP is designed to give RECD state offices flexibility in targeting financial assistance to community and regional needs. Thus, within the three components of RCAP, up to 25% of funds can be transferred between programs within any state, as long as transfers do not result in changes in the national funding stream of more than 10%. CRS-15 organizations to finance construction and servicing of individually owned household water well systems, and $22.9 million for emergency and imminent community water assistance grants. Separately, in P.L. 108-324, Congress appropriated an additional $50 million in emergency supplemental funds for water and waste disposal grants and loans to serve communities affected by tropical storms and hurricanes during 2003 and 2004, for total FY2005 funding of $598 million. For FY2006, the President’s budget requests $446 million in appropriations for these programs, including a $67 million reduction for grants and an $8 million increase for direct loans (below levels enacted in P.L. 108-447, not counting the emergency supplemental appropriation). According to the budget justification, substantially the same program level as in FY2005 can be maintained ($1.45 billion), providing 570,000 rural households with new or improved service facilities, because of flexibility in RCAP to transfer funding among programs. Also, with the relatively low interest rate on loans, more rural communities are able to afford to repay loans, so that the overall program should be able to operate at a much higher loan-to-grant GAO Water Infrastructure: 10-11. CRS-15 Rural Utilities, Rural Community Facilities, and Rural Business and Cooperative Development programs.8 Beginning with USDA’s FY1996 appropriation (P.L. 104-37), Congress consolidated the water and waste disposal grant and loan appropriations in a single Rural Community Assistance Program. Funds appropriated for the Rural Community Assistance Program for FY2001 and FY2002 were, respectively, $713 million (including $70 million in emergency supplemental funding) and $647 million. For FY2003, the Bush Administration requested $679 million for the water and waste disposal grants and loans of the Rural Utilities program. In P.L. 108-7, the FY2003 omnibus appropriations act, Congress provided $719 million for rural utilities programs, including the water and waste disposal grant and loan programs under the Rural Community Assistance Program. For FY2004, the President’s budget requests $381.1 million in appropriations for the water and waste disposal programs. According to the budget justification, substantially the same program level can be maintained because, with the relatively low interest rate on loans, more projects should be feasible with loans than grants, and the overall program should be able to operate at a much higher loan-to-grant ratio and thus a lower federal subsidy.9 Statutory and Regulatory Authority. Statutory authority for the water and waste disposal loan and grant programs is the Consolidated Farm and Rural Development Act, as amended, Section 306, 7 U.S.C. 1926. Regulations for boththese programs are locatedcodified at 7 CFR Part Parts 1778-1780. For additional information on RUS water water and environmental programs, see: [http://www.usda.gov/rus/water/index.htm]. [This section prepared by Claudia Copeland, Specialist in Resources and Environmental Policy, Resources, Science and Industry Division (707-7227).] Natural Resources Conservation Service (Small Watershed Program) The United States Department of Agriculture (USDA) Watershed and Flood Prevention Operations Program (often referred to as the Small Watershed Program) authorizes activities under severalfour closely-related authorities that are administered by the Natural Resources Conservation Service (NRCS). Two of these authorities, known as P.L. 566 and P.L. 534, authorize NRCS to provides technical and financial assistance to state and local organizations to plan and install measures to prevent erosion, sedimentation, and flood damage and to conserve, develop, and utilize land and water resources. The other authorities are an emergency programprogram10 and a newnewer rehabilitation authority, enacted in 2000, that is discussed at the end of this section. 9 U.S. Department of Agriculture, USDA Budget Summary 2006 — Rural Development. 10 The Emergency Watershed Protection Program component is used to restore the natural functions of a watershed after a natural disaster has occurred, and to minimize the risks to property and life posed by floods by purchasing easements on floodplains. Appropriations vary widely from year to year, and activity levels can vary widely both from year to year and place to place. Spending is usually authorized in emergency supplemental legislation. In FY2005, for example, $250 million was authorized, with the largest amount, $120 million, going to Florida to respond to damage caused by four hurricanes that made landfall there during the fall of 2004. CRS-16 This set of activities is often referred to as the Small Watershed Program because the vast majority of the projects have been built under the authority of P.L. 566, the Watershed Prevention and Flood Protection Act of 1954. This act that are discussed briefly below. This set of activities is often referred to as the Small Watershed Program because the vast majority of the projects have been built under the authority of P.L. 566, the Watershed Protection and Flood Prevention Act of 1954. This Act 8 RCAP is designed to give RECD state offices flexibility in targeting financial assistance to community and regional needs. Thus, within the three components of RCAP, up to 25% of funds can be transferred between programs within any state, as long as transfers do not result in changes in the national funding stream of more than 10%. 9 U.S. Department of Agriculture. 2004 Budget. Explanatory Notes for the Committee on Appropriations. Vol. 2: 22-28. CRS-16 encourages smaller projects which are authorized by the Chief of the NRCS. Larger projects must be approved by Congress. The Senate and House Agriculture Committees must approve projects that need an estimated federal contribution of more than $5 million for construction andor include a storage structure with a capacity in excess of 2,500 acre feet; and if the storage structure has a capacity in excess of 4,000 acre feet, approval is also required from the Senate Environment and Public Works Committee and the House Transportation and Infrastructure Committee. Under P.L. 566, approximately 1,7321,755 projects had been authorized through FY2002 FY2004. Of that total, 965987 have been completed, while 549546 others are active. Also, 159 155 were subsequently deauthorized, 1925 are inactive, and 4041 have reached the end of their their project life. The number of projects continues to grow, but slowly. In FY2002, 8 FY2004, five new projects were authorized for funding, with. These five projects had a total federal cost of just under $30 of almost $15 million and local cost of almost $178 million. AlmostMost all the P.L. 566 projects (1704 of 17321,436 of 1,755) are designed to provide flood control benefits. About half the projects provide multiple benefits. Other benefits include watershed protection (465 projects), drainage (307), recreation (297), municipal water(192), irrigation (99drainage (316 projects), recreation (296), erosion (290), water quality (30), and rural water (17). Projects supporting municipal water supply are located in at least 31 states. States with at least 10 such projects include Georgia (22), Oklahoma (14), Virginia (14), Arkansas (10), Kansas (10), and Kentucky (10). Projects are authorized in every state, but relatively few are located in the 17 western states. An NRCS representative indicated that municipal 224), public water supply (204), fish and wildlife (150), and water conservation (42). Among the overall benefits that NRCS identifies are 27,644 domestic water supplies and almost 48 million people. An NRCS representative indicated that municipal water supply was more popular in earlier years, and that project sponsors have not been proposing this as a purpose as frequently in recent years. Each P.L. 566 project is initiated by a local project sponsor. Project sponsors provide assistance in preparing plans and installing whatever measures are needed to implement those plans. The NRCSNatural Resources Conservation Service (NRCS) in USDA works with the project sponsor to develop the plan, provides the necessary technical assistance, and may assist in all aspects of planning and construction. Either NRCS or the local organization may administer construction contracts. The 11 projects that were specifically authorized under P.L. 534 are each much larger and more expensive thanthen P.L. 566 projects. These projects, which encompass a total of more than 35.4 million acres, about the same size as Iowa, are divided into component projects in sub- watersheds. NRCS reports that 319 work plans for subwatershedssub watersheds encompassing more than 24 million acres have been completed. This is about 74% of the estimated total planning work load. With the exception of the two smallest projectprojects, the estimated federal costs for each of these projects range from $18 million ranges from more than $40 million to more than $330 million. Two of the projects have been completed, and work on the remainder continues in one or more sub- watersheds. Both laws have similar objectives and are implemented following similar procedures. Both programs fund land treatment, and nonstructural and structural facilities for flood prevention, erosion reduction, agricultural water management, public recreation development, fish and wildlife habitat development, and municipal or industrial water supplies. Structural measures can include dams, levees, canals, pumping plants, and the like. Local sponsors agree to operate and maintain CRS-17 completed projects. USDA estimates that benefits to the country totaled almost $1.5 billion in FY2004. Projects with municipal water supply benefits were grouped within non-agricultural benefits, which totaled almost $547 million$1.75 billion in FY2002, but data are not presented at a level of detail that allows identification of a single type of benefit, such as municipal water supply. As a part of its lending responsibilities, the Rural Utilities Service (RUS) at USDA (see discussion above) can make loans to local organizations to finance the local share of the cost of installing, repairing, or improving facilities, purchasing sites and rights-of-way, and related costs for projects authorized under both laws. Loans are limited to $10 million. No loan can be made before a plan of work has been agreed to by NRCS and the local organization. Loans must be repaid within 50 years. Currently, 102 borrowers are holding loans with a total value approaching $29 million, but there has been no new loan activity for many years. Available data do not show how many loans, or what value of loans, have been applied to water supply purposes. Some of the oldest projects that have exceeded their design life (the design life is 50 years, and dams were constructed starting in 1948) will need rehabilitation work to to continue to protect public health and safety by reducing any possibility of dam failure, and to meet changing resource needs. In 2004 alone, 264 dams will reach the conclusion of their design life. That number will continue to grow each year, and by 2015 will total more than 3,800. In response to that concern, Congress passed a new rehabilitation program in section 313 of the Grain Standards and Warehouse Warehouse Improvement Act of 2000 (P.L. 106-472) as an amendment to the 1954 law. It authorized appropriations of $5 million in FY2001, increasing each year to $35 million in FY2005, to make structural improvements to meet safety and performance performance standards and extend the life of the project. It requiresrequired the federal government to pay 65% of the total rehabilitation costs but no more than 100% of the original actual construction cost, and prohibitsprohibited spending for operations and maintenance. Rehabilitation projects also provide an opportunity to modify projects to provide additional benefits, including municipal water supplies. This rehabilitation program has allocated almost $24 million since FY2000 to 80 projects in 20 states. Almost half these projects are in 4 states where the program was initially implemented on a pilot bases – Mississippi, New Mexico, Ohio, and Wisconsin. By the end of FY2002, 6 projects had been completed; all of them are located in the 4 pilot states. Also during 2002, Congress amended this program in section 2505 of the 2002 farm bill (P.L. 107-171) to provide higher and increasing levels of discretionary funding through FY2007, and also mandatory funding for the first time. The mandatory funding level would gradually rise to $65 million in FY2007 then drop to $0 in FY2008, while the discretionary funding level would also gradually rise to $85 million in FY2007. Project Purposes. The purpose of the programCongress has appropriated more than $85 million since FY2000, and these funds have been allocated in every state. The largest recipients have been Oklahoma ($14.2 million) and Texas ($11.9 million). By September 30, 2004, 37 dams had been completely rehabilitated. In addition, rehabilitation had been authorized for 66 dams in 13 states, and planning continues on the rehabilitation of an additional 53 dams. Furthermore, 240 assessments were completed during FY2004 alone. NRCS calculated the benefits of the 37 completed projects to include over $2 million in reduced monetary losses, and identified more than 24,000 individuals and almost 2,500 homes and businesses that benefit in some way from the projects. Congress amended this program in section 2505 of the 2002 farm bill (P.L. 107-171) to provide higher and increasing levels of discretionary funding through FY2007, and also mandatory funding for the first time. The mandatory funding level would gradually rise to $65 million in FY2007 then drop to $0 in FY2008, while the discretionary funding level would also gradually rise to $85 million in FY2007. Program Purpose. The purpose of the programs is to provide technical and financial assistance to states and local organizations to plan for, install, and rehabilitate watershed projects. Project purposes may include watershed protection, flood prevention and control, water quality improvements, soil erosion reduction, CRS-18 rural municipal and industrial water supply, fish and wildlife habitat enhancement, and water conservation. As described above, almostAlmost all projects address flood prevention and control. CRS-18 Financing Mechanism. Partial project grants, plus provision of technical advisory services. Federal financingFinancing for water projects under the small watershed program program varies depending on project purposes. The federal government pays all costs related to construction for flood control purposes only, but pays up to 50% of agricultural water management, public recreation and fish and wildlife purposes and none of the costs for certain other nonagricultural water management purposes. . Costs for non-agricultural water supply must be repaid by local organizations; however, up to 50% of costs for land, easements, and rights-of-way allocated to public fish and wildlife and recreational developments may be paid with program funds. In additionAdditionally, sponsors may apply for USDA Rural Utilities Service (RUS) Water and Waste Program loans to finance the local share of project costs. Participating state and local organizations pay all operating and maintenance costs. Eligibility Requirements. State agencies and qualified local organizations can apply to participate in this program and to sponsor or cosponsor an application. Qualified organizations include soil and water conservation districts; municipalities; counties; watershed, flood-control, conservancy, drainage, irrigation, or other special purpose districts; Indian tribal organizations, irrigation and reservoir companies, water users associations, or similar organizations not operated for profit. Other organizations can endorse project applications. To be eligible for funding, a proposed project must meet several criteria, including: (1) havehaving an approved watershed plan, (2) havehaving environmental, economic, and social benefits that exceed project costs; and (3) havehaving no critical environmental issues. There are no population or community income-level limits on applications for the Small Watershed Program; however all projects must have flood control as one of their purposes and must be located within small watersheds (250,000 acres or less). Funding. The budget request for FY2003 did not seek any funding for watershed protection and flood prevention operations. Instead, it included a request for $110 million for Emergency Watershed Protection, so that the funds would be available to respond to emergency situations. Congress rejected this proposal in the agriculture title of the Consolidated Appropriations Resolution, 2003 (P.L. 108-7). Instead, it provided $108.3 million for Watershed and Flood Prevention Operations, $29.8 million for Watershed Rehabilitation (and in section 740 of the general provisions, prohibited any mandatory funding that had been authorized for this program in the 2002 farm bill), and no funding for Emergency Watershed Protection or loan activity. As in previous years, it included numerous earmarksFY2006 includes the following: $0 for the P.L. 566 projects, a decline of $65.1 million from the FY2005 appropriation; $0 for the P.L. 534 projects, which were funded at $9.9 million in FY2005; and $12.2 million for the rehabilitation program, a reduction of $15.1 million from the $27.3 million provided in FY2004. As in previous years, the FY2005 appropriations (in P.L. 108-447, Division A) included numerous earmarks in the conference report; NRCS identifies 90 earmarks with a total cost of almost $68 million. Limits placed on Watershed and Flood Prevention Operations funding included no more than $4535 million for technical assistance and, no more than $1 million to carry out activities related related to the Endangered Species Act. For FY2004, the Administration is requesting a total of $40 million. Historically, , and none of these funds can be used to pay for technical assistance that supports implementation of conservation programs receiving mandatory funding through the Commodity Credit Corporation. Historically, overall watershed funding has varied a great deal from year to year. In the late 1980s and early 1990s, annual appropriations averaged around $160 million. Much of this variation is the result of appropriations for the emergency component, which varies widely from year to year. Some consider this program to be a public works effort which supports local employment and economic development, while others consider it to be a "pork barrel"“pork barrel” program which provides support to projects that are frequently of limited merit. In most years recently, the CRS-19 Administration (regardless of which party has CRS-19 controlledcontrols the White House) has requested significant funding reductions that Congress has rejected. Because the primary purpose of the program is flood control, it has often received emergency supplemental funding. For example, in the FY2000 Consolidated Appropriations Act (P.L. 106-113), Congress provided an additional $80 million for the Emergency Watershed Protection Program established to respond to emergencies created by natural disasterswhich Congress has rejected, although FY2006 is the first time, at least in many years, that an Administration has called for no funding. Past history strongly suggests that Congress will not support this request for FY2006. Statutory and Regulatory Authorities. The Flood Control Act of 1944, P.L. 78-534, as amended, 58 Stat. 907 (33 U.S.C. 701b-1); Watershed Protection and Flood Prevention Act of 1954, P.L. 83-566, as amended, 68 Stat. 666 (16 U.S.C. 1001-1006). Regulations are locatedcodified at 7 CFR Part 622. For additional information, see [http://aspe.os.dhhs.gov/cfda/p10904.htm].12.46.245.173/pls/portal30/SYSTEM.PROGRAM_TEXT_RPT.SHOW?p _arg_names=prog_nbr&p_arg_values=10.904]. [This section prepared by Jeffrey Zinn, Specialist in Natural Resources Policy, Resources, Science and Industry Division (707-7257).] Environmental Protection Agency Clean Water State Revolving Fund Loan Program The Clean Water Act prescribes performance levels to be attained by municipal sewage treatment plants in order to prevent the discharge of harmful wastes into surface waters. The Actact also provides financial assistance, so that communities can construct treatment facilities in compliance with the law, which has the overall objective of restoring and maintaining the chemical, physical, and biological integrity of the nation’s waters. In historic terms, funding under the Clean Water Act has been the largest federal program for wastewater treatment assistance. Since 1973, Congress has appropriated $73 billionmore than $75 billion in program grants. Funds are distributed to states under a statutory allocation formula and are used to assist qualified projects on a priority list that is determined by individual states. These funds are used to assist states and localities in meeting wastewater infrastructure needs most recently estimated by EPA and states at $137 billion nationally, through the year 2016181 billion nationally for all categories of projects eligible for federal assistance under the law. In 1987 Congress amended the Clean Water Act (P.L. 100-4) and initiated a new program to support throughof federal capitalization grants to support State Water Pollution Control Revolving Funds (SRFs). Prior to 1989 (when the SRF program became effective), states used their allotments to make grants to cities and other eligible recipients. Since 1989, federal funds (federal grants of appropriated funds) have been used to capitalize capitalize state loan programs, or SRFs, with states providing matching funds equal to 20% of the federal funds to capitalize the SRF. All 50 states, plus Puerto Rico, participate in the clean water SRF program. Over the long term, the loan programs are intended to be sustained through repayment of loans to states, thus creating a continuing source of assistance for other communities. Rural and non-rural communities compete for funding; rural areas and other small communities have no special priority, nor are states required to reserve any specific percentage for projects in rural areas. Nevertheless, rural areas are not shut out of the program. EPA data indicate CRS-20 that since 1989, nationally, 55% 63% of all loans madeand other assistance (comprising 23% of total funds loaned) have gone to assist communities with 10,000 people or fewer. CRS-20 Program Purpose. The clean water SRF program is intended to provide assistance in constructing publicly owned municipal wastewater treatment plants, implementing nonpoint pollution management programs, and developing and implementing management plans under the National Estuary Program. Financing Mechanism. Clean water SRFs may provide seven general types of financial assistance: making loans; buying or refinancing existing local debt obligations; guaranteeing or purchasing insurance for local debt obligations; guaranteeing SRF debt obligations (i.e., to be used as security for leveraging the assets in the SRF); providing loan guarantees for sub-state revolving funds; earning interest on fund accounts; and supporting reasonable costs of administering the SRF. States may not provide grants from an SRF. Loans are made at or below market interest rates, including zero interest loans, as determined by the state in negotiation with the applicant. All principal and interest payments on loans must be credited directly to the SRF. Eligibility Requirements. Eligible loan recipients are any municipality, intermunicipal, interstate, or state agency. Projects or activities eligible for funding are, initially, those needed for constructing or upgrading publicly owned municipal wastewater treatment plans. As defined in Clean Water Act section 212, devices and systems used in the storage, treatment, recycling, and reclamation of municipal sewage are eligible. These include construction or upgrading of secondary or advanced treatment plants; construction of new collector sewers, interceptor sewers or storm sewers; and projects to correct existing problems of sewer system rehabilitation, infiltration/inflow of sewer lines, and combined sewer overflows. Operation and maintenance is not an eligible activity. All funds in the clean water SRF resulting from federal capitalization grants are first to be used to assure maintenance of progress toward compliance with enforceable deadlines, goals, and requirements of the Actact, including municipal compliance. Following compliance with the “first use” requirement, funds may be used for implementing nonpoint source management programs and estuary activities in approved State Nonpoint Management Programs and estuarine Comprehensive Conservation and Management Plans, respectively. Since the clean water SRF programs were established in 1989, $1.84 billion has been used to assist nonpoint management projects; none has gone to estuary plan activities. Hardship Grants Program for Rural Communities. EPA also administers a small grant program to help small, disadvantaged rural communities with fewer than 3,000 people address their wastewater treatment needs. A community can qualify for hardship assistance if it meets certain criteria: it lacks access to centralized wastewater treatment or collection systems or needs improvements to on-site treatment systems; a proposed project will improve public health or reduce environmental risk; the community’s per capita income is less than 80% of the national average; and its unemployment rate exceeds the national average by 1 percentage point or more. The hardship grants program is intended to complement the clean water SRF program, because states assist eligible rural CRS-21 communities by supplementing an SRF loan with hardship grant assistance. States have flexibility in how they manage the hardship grants program and are responsible for selecting projects. For example, in addition to construction projects, states may use hardship assistance to provide training, technical assistance, and education programs on the operation and maintenance of wastewater treatment systems. The CRS-21 program began with a $50 million appropriation in FY1996 (P.L. 104-134), and funds remain available until expended. Through June 2001, $41.4 million in hardship grants hadIn total, $50.8 million in EPA rural hardship grants has been awarded to 79111 projects nationwide. Many communities that receive hardship grants use the funds in Nearly three-quarters of the communities that have received rural hardship grants have used the funds in combination with SRF loan assistance. “Wet Weather” Projects. In 2000, Congress authorized separate Clean Water Act grant funding for projects to address overflows from municipal combined sewer systems and from municipal separate sanitary sewers. Overflows from these portions of municipal sewerage systems can occur especially during rainfall or other wet weather events and can result in discharges of untreated sewage into local waterways. This program, contained in the FY2001 Consolidated Appropriations Act Act (P.L. 106-554, Division B, section 112), authorized $750 million per year in FY2002 FY2002 and FY2003. The funds would only be available for appropriation if Congress also appropriated at least $1.35 billion in each of the years for the clean water SRF program. Under the program, grants to a municipality or municipal entity could be used for planning, design, and construction of treatment works to intercept, transport, control, or treat municipal combined and separate sewer overflows. However, no funds were appropriated for this program either in FY2002 or FY2003; thus, wet weather projects continue to compete with other water infrastructure projects for available Clean Water Act funds. In the 108th Congress, legislation to reauthorize this grant program was introduced (H.R. 784/S. 567), but was not enacted. Funding. Since the first congressional appropriations for the clean water SRF program in FY1989, Congress has provided $20.4 billion in grants to capitalize SRFs. Most recently, Congress appropriated $1.35 billion annually for fiscal years 2000 through 2002 and $1.34 billion for FY2003 (P.L. 108-7). For FY2004, the President’s budget requests $850 million for the clean water SRF program. Through June 200123.7 billion in grants to capitalize SRFs. Through June 2004, federal funds, together with state matching contributions and repaid loans, had have been used for $34.347.9 billion in SRF assistance to support 10,919 15,286 SRF loans and debt refinance activity. Since 1989, 55% of all loans made (comprising 24% of total funds loaned) have gone to assist communities with populations of 10,000 or less debt refinance activity. Most recently, Congress appropriated $1.09 billion for FY2005 (P.L. 108-447, Division I), $231 million less than in FY2004. For FY2006, the President’s budget requests $730 million for the clean water SRF program, 33% less than was appropriated for FY2005 and 46% less than the FY2004 funding level. Statutory and Regulatory Authority. Statutory authority for the clean water SRF program is the Clean Water Act, as amended, Sections 601-607, 33 U.S.C. 1381-1387. Regulations are locatedcodified at 40 CFR §35.3100. For additional information, see [http://www.epa.gov/owm/finan.htm]. Drinking Water State Revolving Loan Fundcwfinance/cwsrf/index.htm]. [This section prepared by Claudia Copeland, Specialist in Resources and Environmental Policy, Resources, Science and Industry Division (707-7227).] CRS-22 Drinking Water State Revolving Fund Loan Program The Safe Drinking Water Act (SDWA) requires public water systems to comply with federal drinking water regulations promulgated by EPA. Through these regulations, EPA has set standards to control the levels of approximately 90 contaminants in drinking water, and more regulations are under development. To help help communities meet these federal mandates, Congress amended the SDWA in 1996 to establish a drinking water state revolving loan fund (DWSRF) loan program. The program program is patterned closely after the clean water SRF, and authorizes EPA to make grants to states to capitalize drinking water state revolving loan funds. States use their DWSRFs to provide assistance to public water systems for drinking water projects. CRS-22 States must match 20% of the federal capitalization grant and develop annual intended use plans that indicate how allotted funds will be used (including a project priority list). The law generally directs states to give funding priority to projects that: (1) address the most serous health risks; (2) are needed to ensure compliance with SDWA regulations; and (3) assist systems most in need on a per household basis, according to state affordability criteria. Additionally, states must make available at least 15% of their annual allotment to public water systems that serve 10,000 or fewer persons (to the extent the funds can be obligated to eligible projects). In FY2002FY2003, roughly 71% of DWSRF loans and 33assistance agreements and 42% of funds went to small such systems. GrantsCapitalization grants are allotted among the states according to the results of the most recent quadrennial survey of the capital improvements needs of eligible water systems. Needs surveys are prepared by EPA and the states, and the most recent survey (2001) estimated that public water systems need to invest a minimum of $150.9 billion over the next 20 years the 20-year period from 1999 through 2018 to ensure the provision of safe drinking water. Program purposePurpose. This state-administered program provides assistance for infrastructure projects and other expenditures that facilitate compliance with federal drinking water regulations or that promote public health protection or source water protection. Financing Mechanism. States may use the DWSRF to make low- or zero-interest loans to public water systems, and loan recipients generally must repay the entire loan plus any interest. DWSRFs may also be used to buy or refinance local local debt obligations, to guarantee or purchase insurance for a local obligation, as a source of revenue or security for payment of principal and interest on state revenue or or general obligation bonds if the proceeds of the sale of the bonds are deposited into the DWSRF, and to earn interest on DWSRF accounts. States also may use up to 30% of their annual DWSRF grant to provide additional subsidies (e.g., principal forgiveness and negative interest rate loans) to help economically disadvantaged communities of any size. (A disadvantaged community is one in which the service area of a public water system meets affordability criteria established by the state.) Eligibility Requirements. Drinking water systems that are eligible to receive DWSRF assistance include community water systems, whether publicly or privately CRS-23 owned, and not-for-profit noncommunity water systems. Federally-owned systems are not eligible to receive assistance from this program. Projects eligible for DWSRF assistance include: (1) capital investments to upgrade or replace infrastructure in order to continue providing the public with safe drinking water; (2) projects needed to address violations of SDWA regulations; and (3) projects to replace aging infrastructure (e.g., source water improvement projects and treatment facilities, storage facilities, transmission and distribution pipes, and consolidation with other systems). Assistance may also be available for land acquisition, project design and planning, and implementing security measuresfor a range of security measures, including vulnerability assessments and infrastructure improvements. Projects and activities not eligible for funding include projects primarily intended to serve future growth or to provide fire protection, construction of dams or reservoirs (except reservoirs for finished (treated) water), monitoring, and operation and maintenance. Ineligible systems include those that lack the financial, technical CRS-23 or managerial capacity to maintain SDWA compliance and systems in significant noncompliance with any SDWA regulation (unless the project is likely to ensure compliance). Funding. The Actact authorized appropriations for DWSRF capitalization grants at a level of $599 million for FY1994 and $1 billion annually for FY1995 through FY2003, for a total appropriations authority of $9.6 billion. Since the program was first funded in FY1997, Congress has appropriated $6.17.8 billion, including $844.5843 million for FY2003FY2005. The President has requested $850 million for FY2004FY2006. Through June 2002, states had received $4.42004, EPA had awarded more than $5.7 billion in capitalization grants. This amount, , that when combined with the 20% state match, bond proceeds, and other funds, provided a total of $6.7interest payments and other funds, amounted to $9.64 billion in DWSRF funds available for providing loans and other assistance. Through June 30, 2002, states had made more than 2,400 loans totaling $5.1 billion Total assistance provided by the program, through June 30, 2004, reached $7.97 billion, and the states had provided support to 6,884 projects. Statutory and Regulatory Authority. The statutory authority for the SRF DWSRF program is the Safe Drinking Water Act Amendments of 1996 (P.L. 104-182, Section 1452, 42 U.S.C. 300j-12). EPA promulgated an interim final rule for the program on August 7, 2000 (65 FR 48285), and adopted it as final on January 12, 2001 (66 FR 2823). Regulations are locatedcodified at 40 CRF CFR §35.3500. The regulation and DWSRF program facts facts and figures are available at [http://www.epa.gov/ safewater/dwsrf.html]. For more program information and contacts, see [http://aspe.os.dhhs.gov/cfda/p66468.htm].12.46. 245.173/pls/portal30/SYSTEM.PROGRAM_TEXT_RPT.SHOW?p_arg_names= prog_nbr&p_arg_values=66.468]. [This section prepared by Mary E. Tiemann, Specialist in Environmental Policy, Resources, Science and Industry Division (707-5937).] CRS-24 Department of Housing and Urban Development Community Development Block Grants The Department of Housing and Urban Development (HUD) administers assistance primarily under the Community Development Block Grant (CDBG) program. CDBG funds are used by localities for a broad range of activities intended to result in decent housing in a suitable living environment. Water and waste disposal needs compete with many other public activities for this assistance, including historic preservation, energy conservation, housing construction, leadbased paint abatement, urban renewal projects, recreation facilities, home ownership assistance, and others. Program policy requires that at least 70% of funds must benefit low/moderate-income persons. Currently, funds go to 1, 160 grantees in 944 cities, 165 counties, and the 50 states, plus Puerto Rico. After subtracting amounts specified in appropriations acts for special-purpose activities, 70% of CDBG funds are allocated by formula to entitlement communities, approximately 1,100 entitlement communities nationwide, defined as central cities of metropolitan areas, metropolitan cities with populations of 50,000 or more, and statutorily defined urban counties (the entitlement program). Thus, these funds are not available for projects in rural communities. The remaining 30% of CDBG funds (approximately $1.3 billion in recent years) is allocated by formula to the states for distribution to nonentitlement, smaller communities (the state program) state program) for use in areas that are not part of a metropolitan city or urban county, and these funds may be available for rural community water projects. The 70/30 split and allocation formulas are provided for in law. According to 1997 data from HUD, among states, public facilities projects accounted for the largest expenditure of funds (58.1%), followed by housing (19.6%) and economic development (16.7%). Public facilities cover a range of projects including water and CRS-24 sewer facilities, streets, and neighborhood centers. According to the General Accounting to the Government Accountability Office, from FY1991 through FY2000, HUD provided over $4 billion in block grants, plus $39.9 million for projects specified in appropriations laws, for drinking water and wastewater projects.1011 Program Purpose. The primary goal of this program is the development of viable communities by providing decent housing, a suitable living environment, and expanding economic opportunities, principally for low and moderate income persons. Financing Mechanism. In the CDBG program for smaller communities, grants are distributed to units of general local government which implement approved activities. States may retain a percentage of funds to cover the costs of administering the program and providing technical assistance to local governments and nonprofit organizations. Eligibility Requirements. Eligibility is determined by the entity which actually makes grants awards, not by federal law or regulations. Under the state program which assists smaller communities, states develop their own programs and 11 GAO Water Infrastructure, pp. 11-13. CRS-25 funding priorities and have considerable latitude to define community eligibility and criteria, within general criteria in law and regulations. State grantees must ensure that each activity meets one of the program’s three national objectives: benefitting low- and moderate-income persons (the primary objective), aid in the prevention or elimination of slums or blight, or assisting other community development needs that present a serious and immediate threat to the health or welfare of the community. Funding. For FY2003FY2005 (P.L. 108-447, Division I), Congress provided $4.3 11 billion for CDBG funds (the same as FY2002 funding$220 million less than in FY2004), of which approximately $1.32 billion is available for smaller communities under the state program. For FY2004 FY2006, the President’s budget requests $4.4 billion for the CDBG program requests no funding for the CDBG program. Instead, the budget proposes to consolidate the CDBG and 17 other community development programs of HUD and the Departments of Commerce, Agriculture, Treasury, and Health and Human Services into a new economic development program to be administered by the Department of Commerce. The FY2006 budget requests $3.7 billion in funding for this new consolidated grant program, compared with $5.3 billion in budget authority for the 18 individual programs in FY2005. Administration budget documents state that, although the intent of these programs is to help communities in distress, many relatively well-off communities receive funding, and many of the existing individual grant programs have been found to be duplicative or ineffective. Statutory and Regulatory Authority. Statutory authority for the CDBG program is Title I of the Housing and Community Development Act of 1974 (42 U.S.C. 5301 et seq.). Regulations are locatedcodified at 24 CFR Part 570. Regulations covering the CDBG state program are locatedcodified at 24 CFR Part 570, Subpart I (§570.480). For more program information and contacts, see Internet website: [http://aspe.os.dhhs.gov/cfda/p14228.htm]. Department of Commerce Economic Development Administration (Public Works and for the CDBG entitlements grants, see [http://12.46.245.173/pls/portal30/SYSTEM.PROGRAM_TEXT_RPT. SHOW?p_arg_names=prog_nbr&p_arg_values=14.218]. For information on the CDBG state program, see [http://12.46.245.173/pls/portal30/SYSTEM.PROGRAM_ TEXT_RPT.SHOW?p_arg_names=prog_nbr&p_arg_values=14.228]. [This section prepared by Claudia Copeland, Specialist in Resources and Environmental Policy, Resources, Science and Industry Division. For additional CDBG program information, contact Eugene Boyd, Government and Finance Division (707-8689).] Department of Commerce Economic Development Administration (Public Works and Development Facilities Program) The Economic Development Administration (EDA), Department of Commerce, is authorized to provide development assistance to areas experiencing substantial 10 GAO Water Infrastructure: 11-13. CRS-25 economic distress. Economic development grants for community water and sewer projects are available through the Public Works and Development Facilities Program. CRS-26 Under this federally administered program, public works grants are made to eligible applicants to build or expand facilities needed to attract new industry, encourage business expansion, and generate or retain long-term jobs in the private sector. Economic development grants may be used for a wide range of purposes, but frequently have a sewer or water supply element. Types of projects funded include industrial parks, and water and wastewater facilities primarily serving industry and commerce. According to GAO, from FY1991 through FY2000, EDA provided $1.1 billion in grants to local communities for drinking water and wastewater projects.1112 Federal law requires that units of government retain ownership of EDA-funded projects. Because EDA grants must directly encourage employment generation, these grants generally are not available for rural residential sewer and water supply development. Program Purpose. ToThe purpose of the program is to promote long-term economic development and assist in the construction of public works and development facilities needed to initiate and support the creation or retention of permanent jobs in the private sector in areas experiencing substantial economic distress. Financing Mechanism. EDA provides grants directly to approved applicants. Grants generally may not exceed 50% of project costs, although severely depressed areas may receive supplementary grants, bringing the total federal share up to 80% of costs. Projects located within designated Economic Development Districts may receive an additional 10% bonus grant for public works projects, and certain Indian tribes may receive 100% grants. On average, EDA grants fund 50% of project costs. Credit may be given toward the non-federal share for in-kind contributions, including contributions of space, equipment, and services. No minimum or maximum project amount is specified in law. Eligibility Requirements. Public works grants may be made to states, cities, counties, an institution of higher education or a consortium of such institutions, and other political subdivisions, Indian Tribes, the Federated States of Micronesia, the Marshall Islands, Commonwealths and Territories of the United States, and private or public not-for-profit private organizations acting in cooperation with officials of a a political subdivision of a state or Indian Tribe. Qualified projects must fill a pressing need of the area and: (1) be intended to improve the opportunities for the successful establishment of businesses, (2) assist in the creation of additional long-term employment, and (3) benefit long-term unemployed or underemployed persons and low-income families. Projects must also fulfill a pressing need and be consistent with the comprehensive economic development plan for the area, and have an adequate share of local funds. In addition, eligible projects must be located in areas that meet at least one of the following criteria: low per-capita income, unemployment above the national average;, or an actual or anticipated abrupt rise in unemployment. 1112 GAO Water Infrastructure: 13-14. CRS-2627 Funding. For FY2003FY2005, Congress appropriated $203.7165.6 million for EDA’s Public Works and Development Facilities Program (P.L. 108-7), $131 447, Division B), $35.5 million less than in FY2002FY2004. The average grant in FY2001FY2003 was $1,010,844, and .3 million, and the program supported 283159 new public works projects. The President’s FY2004 budget requests $232 million for this programFor FY2006, the President’s budget requests no funding for EDA public works and economic development programs. Instead, the budget proposes to consolidate it and 17 other community development programs of the departments of Housing and Urban Development, Agriculture, Treasury, and Health and Human Services into a new economic development program to be administered by the Department of Commerce. The FY2006 budget requests $3.7 billion in funding for this new consolidated grant program, compared with $5.3 billion in budget authority for the 18 individual programs in FY2005. Administration budget documents state that, although the intent of these programs is to help communities in distress, many relatively well-off communities receive funding, and many of the existing individual grant programs have been found to be duplicative or ineffective. Statutory and Regulatory Authority. The statutory authority for the Public Works and Development Facilities Program is the Public Works and Economic Development Act of 1965, as amended, P.L. 89-136 (42 U.S.C. 3131, 3132, 3135, 3171), and Title II, P.L. 105-393 (42 U.S.C. 3211). Regulations are locatedcodified at 13 CFR Chapter III, Part 302, 305, 316, and 317. For more program information, see Internet website: [http://aspe.os.dhhs.gov/cfda/p11300.htm]. [http://12.46.245.173/ pl s / port al30/SYSTEM. PROGRAM_TEXT_RPT.SHOW?p_arg_names=prog_nbr&p_arg_values=11.300]. [This section prepared by Claudia Copeland, Specialist in Resources and Environmental Policy, Resources, Science and Industry Division. For additional EDA program information, contact Bruce Mulock, Government and Finance Division (707-7775).]