WEBVTT

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>> Welcome to the project
information form webinar.

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Today we will be presenting a walkthrough
of the project information form

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in the online application system.

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The online application or OLA, project
information form, PIF, is a document issued

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by the Water Development Board to capture
information about an entity's proposed project

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and it's used for clean water and
drinking water state revolving funds.

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There are two methods to submit a PIF.

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Through a Word document or
the online application.

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Today we are covering the online version.

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Once your PIF is submitted, it will be
reviewed by staff to verify eligibility.

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Staff will rate, rank, and add your
project to the project priority list.

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The rating and ranking will capture
any principal loan forgiveness

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which you indicate you're
eligible for and you will be added

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to the selected state fiscal year you
opted for in the dropdown window below

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which is indicated by the arrow at the bottom.

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You may submit a PIF anytime
throughout the year.

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If this is the first time using the online
application, then you will need to register.

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Registration is quite easy.

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Username is your email address.

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All PIF's and applications created under
that email address will stay assigned.

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Your password requirements are listed here.

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Please make sure you enter the
contact information as requested.

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For your convenience, we do provide a link to
the Water Development Board's funding program

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as well as to our paper applications
which could be illustrated

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by the arrows on the left-hand side.

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You will also see the link to the OLA.

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This is the OLA dashboard.

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When you first register and log
in, your dashboard will be blank.

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Once you initiate a PIF, your dashboard will
populate with the PIF's you are working on

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and it will show your application
for what you have an assigned role.

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You will notice that the project
information form is located on top

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and the applications are located in the bottom.

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The PIF allows for three assigned roles, the
applicant, the contributor, and the viewer.

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The applicant is in control of the PIF and
can add or delete a contributor and a viewer.

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As indicated here, if an
applicant wishes to add a new user,

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an email address [inaudible] must be entered.

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The applicant decides whether they want to grant
the contributor permission to submit a PIF.

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This table provides details on specific
actions each participant can take.

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As you can see, the applicant has absolute
control and is able to create, edit, assign,

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view, submit and un-submit a PIF, view status,
audit, assign one or more users to the PIF,

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grant submit privileges, save
in PDF format, and roll forward.

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Some of you may not be familiar
with the term roll forward.

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This is the ability to move the PIF from one
state fiscal year to the next state fiscal year.

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Your PIF must be in the intended use
plan in order for you to do that.

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The contributor can edit and assign
PIFs, view the PIF, and its status,

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submit a given permission,
audit, and save as PDF.

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And the viewers only function is
viewing the PIF and viewing the status.

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We do recommend that you
coordinate the data entry.

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In order to save your data, please make sure
only one person is working on it at a time,

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otherwise some of your information
might not be saved.

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If you require assistance in assigning roles,
board staff is available to provide guidance.

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Here we have a side by side
comparison for clean water

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and drinking water SRF, which
are the two program types.

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To date, we're not covering the third selection,

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the State Water Implementation
Fund for Texas, also known as SWIF.

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We do have a webinar available on our website
if you are interested in that program.

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It will show you how to fill
out that application.

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The program selection type is based on your
proposed project which was mentioned in the PIF.

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Once you have a program type,
then you select a category.

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For the clean water SRF, your categories
include publicly owned statement works,

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non-point source pollution
control, and estuary management.

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For drinking water SRF, your categories are
public water system and source water protection.

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On the clean water SRF site,
you have an additional question.

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What type of entity is your
water and or wastewater system?

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You are given four options.

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Political subdivisions of the state which are
municipalities, counties, or special districts,

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a non-profit organization which include
water supply or source service corporation,

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a private service provider or other.

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When you complete your selections, questions
will be generated based on the program type,

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category, and type of entity, and certain
fields will be automatically populated

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with required data for that
specific program and category.

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A warning message will appear any time you
attempt to change the program type or category.

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If you do, then all the data you
previously entered will be erased.

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General information requires
the name of the entity.

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A dropdown menu appears.

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Please select the entity if it
shows up in the dropdown menu.

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If one does not appear, enter
under new entity column.

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A dropdown menu appears for the county as well.

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If you are submitting a drinking water PIF,
you enter the PWS ID number and the certificate

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of convenience and necessity
number also known as CCM.

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If you are an entity that has
access or programs in the past,

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when you assign the entity it will autofill
for both your entity and your engineer contact.

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If not, then enter the required
information for both.

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The engineers listed should be
the ones associated with your PIF.

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At the bottom, you have a make changes button.

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Clicking this button will allow you to
change information on contacts; however,

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it will delete any prior
information that was previously saved.

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A map of the service area is
required and can be uploaded here.

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Population figures are obtained
from the US Census

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through the American communities
surveyed by the year estimate.

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You will notice that the ACS is underlined.

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If you click, you will be directed
to the US Census data page.

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It is located at the upper right-hand
corner of your screen with an arrow.

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Notice that the incorporated
entities, you enter a population

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within your service area both
residential and non-residential; however,

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for your unincorporated areas, you must provide
a map that shows a population within each block.

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As indicated here, you can get examples online.

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The map of the population
is overlaid the census data.

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Make sure you enter both the population
served and total household connections.

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That is illustrated by the double
arrows at the bottom of your screen.

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If you're seeking financing for construction,

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we need to know if you previously received
a commitment for planning, acquisition,

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and or design within the last five years
from an SRF or [inaudible] of a PIF due date,

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and if other requirements were met.

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The requirements are as follows.

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The entity has completed and received
board completion approval for all

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of the PAD activities and is ready
to proceed to the construction phase.

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The board has released from
escrow at least 80% of the PAD

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and the project has not previously
received any board funding for construction.

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Moving onto project description.

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Enter your project name.

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This is the name you will call your
project and it will not change.

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Here you see we ask for two descriptions.

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One is short which is two to three sentences,
and then we ask for a longer description.

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In the longer description, you
will provide a lot more details

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to describe what your proposed project
is and what you wish to accomplish.

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You will need to tell us an address,

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the items in the rating criteria
sections that have a yes response.

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We do realize that sometimes entities experience
issues related to violations and enforcements

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and these sometimes have
health compliance challenges.

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We ask that you submit any
documentation associated with violations

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and enforcement actions as well as any
documented health compliance issues.

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Make sure you answer if you
are seeking emergency relief.

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And the proposed project is
the result of a disaster.

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Describe any public health
or water quality problems.

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Because of the disaster that will be
addressed, excuse me, by your proposed project.

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If you have a drinking water SRF PIF,

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you are required to indicate cost
categories associated with your project.

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The selection of cost categories
will impact the availability

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of choices on the estimated costs table.

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These categories include transmission
and distribution, source, storage,

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purchase of system, restricting, land
acquisition, source protection, and other.

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If applicable, make sure you answer
the urgent need question at the bottom.

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This is a snapshot example of
POTW under the Clean Water SRF

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which is one of the project categories.

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The rating criteria sections and
questions are based on your selection

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of the program type, category,
and type of entity.

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Please review your questions
and answer accordingly.

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Make sure you attach any required documentation
in PDF format to support your answer.

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These rating criteria questions are used
for the rating of the intended use plan

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for the project information form.

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Here is a snapshot example of
Drinking Water SRF criteria.

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Once again, the rating criteria sections
and questions are based on your selection

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of the program type and category.

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Please review your questions
and answer accordingly.

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Make sure you attach any required documentation
in PDF format to support your answer.

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These rating criteria questions are
used for rating on the intended use plan

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for the project information form.

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If your proposed project benefits
any other public water system,

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you need to complete this section.

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You will then be taken to a
consolidation project screen.

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If you have multiple systems, you
must enter each one separately.

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You will also need to provide a
written agreement with each PWS

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that the entity proposes to serve.

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The consolidation project PWS requires
you to enter a population served,

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number of connections, and what percentage of
the system's water does the entity provide?

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That is indicated on the top portion
of your screen with an arrow.

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The consolidation checklist has 11
questions with yes or no responses.

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Additional rating requirements or
rating criteria questions are pertinent

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to those entities that are
submitting a PIF for Clean Water SRF.

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Will the majority of the funds be requested
from the SRF for the project be used

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to implement innovative approaches
to manage, reuse, treat,

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or recapture stormwater, or
subsurface drainage water?

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And will they be used to
reuse or recycle wastewater,

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stormwater, or subsurface drainage water?

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Effective management is considered
for all projects.

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I want to highlight the note in this
section which states that the information

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that is not submitted as
requested will not be considered,

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and that is noted on the top portion
of your screen with an arrow.

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I recommend you submit all information
and documents requested for your project.

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The first question relates to asset management.

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If your entity has one, it must
meet the five year timeframe

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and it must address the incorporation of
an inventory that includes all your assets,

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assessment of the condition of the assets,
capital project priority needs, and a budget.

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Once again, you will see a note indicating

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that a capital improvement plan does not
constitute an assessment management plan.

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If you've had an asset management
training plan for your entity

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and its employees, please indicate so.

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If you have not done a plan and you are
seeking assistance, the Texas Commission

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on Environmental Quality provides
help through its financial,

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managerial, and technical contractors.

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You will find TCEQ's contact telephone and email
here for additional information and it is noted

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through the arrow in the
midsection of your screen.

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Moving along with effective management.

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Will your proposed project identify
and address goals, measures,

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or targets in a water conservation
or drought contingency plan

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that has been adopted by your entity?

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The plan must meet the five-year timeframe.

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If you need additional assistance
or have questions,

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our water conservation team
will be glad to assist.

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You will see an email address and
link associated with our team,

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and if you are seeking information
regarding drought contingency plans,

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you can click on the TCQ link provided here.

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Both are illustrated by the
arrows in the middle of the page.

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If your project is seeking
funding above 500,000,

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you will have to submit a water conservation
plan during the application phase.

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Moving along to energy efficiency.

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Reclaim water.

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Does the proposed project
involve a user reclaim water?

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That question is associated
only for Drinking Water SRF.

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Energy efficiency.

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Does the proposed project address
a specific goal in a statewide

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or plant-wide energy assessment
audit or optimization study

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that has been conducted within
the past three years?

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This question applies to both
Drinking Water and Clean Water SRF.

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The next question relates to
implementation of water plan.

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If your project incorporates any
of the following plans, mark yes.

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As indicated here, the various plans
are state or regional water plan,

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water shed production plan, integrated
water resource management plan,

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regional facility plan, regionalization
or consolidation plan,

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finalized economically distressed
areas program facility plan,

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or a total maximum daily
loads implementation plan.

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If you have green component to
your project, please indicate here.

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We do provide green project reserve guide that
is very useful and can assist you and is noted

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on the arrow on the upper right-hand corner.

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You can access the guide by
clicking on the TWDB-1061.

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If your project is green, click yes.

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You will need to enter an estimated cost

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and justify the green elements
of your proposed project.

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As many of you know, we offer refinancing.

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We can refinance existing debt from any other
funding source if it is related to this project;

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however, the board cannot refinance
existing debt service associated

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with any other board financial assistance.

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If you answer yes, you will get an upload box
that require documentation eligibility criteria.

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The board funds several phases of
a project which include planning,

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acquisition, design, and construction.

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There are entities that by the time you submit
a PIF, they're ready to move to construction.

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For permitting questions, please let us
know if you have all the indicated permits.

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If your PIF is for clean water
SRF, then you must verify

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that you have a wastewater discharge permit
for a wastewater treatment plan construction

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or wastewater reuse authorization.

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You will also need to have all the land
acquisition and easements required.

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For the design questions, please let us
know where you're at in the design phase.

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For your convenience, we indicate what documents
are needed for a completed preliminary study.

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That is indicated with an
arrow in the midsection.

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We will also need to know if TCEQ has approved
plans and specifications for your project.

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Since the state revolving
fund is federally funded,

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certain environmental requirements must be met.

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In this section, you are given
four environmental review options.

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Select the options that applies to your project.

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You're only allowed one selection.

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You will notice that we provide links to the
Texas Administrative Code for your convenience,

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and those are noticed by the double
arrow in the midsection of your screen.

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Moving onto the construction phase.

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If you're ready to move onto construction,

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give us an estimated start
date and a completion date.

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If your entity is ready to start
construction, will you be ready to advertise

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and bid out your project once we award funds?

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Also, if you seek reimbursement for
eligible planning and or design,

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you must comply with federal
regulations known as cost cutters.

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Here we mention procurement following
the disadvantaged business enterprise.

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For information, you can click on the
underlying DBE which is noted by the arrow

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on the midsection to the left side, and
also, tell us how many months will it take

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to close your loan once the
board has committed funds.

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Estimated costs are associated with
your program type and category.

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Make sure you click the selected checkbox
that is associated with your project

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and carefully review each category and complete
what is applicable in terms of planning,

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acquisition, design, construction,
and total cost for each.

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And those boxes are highlighted with the
arrow on the top lefthand side of your screen.

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If the cost category is not enabled,
but you believe it should be,

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please return to the project
description to enable it.

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For anticipated commitment,
select the one time commitment.

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A stamp and signature are
required in estimated budget.

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You are able to download and
upload statement documents.

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As indicated in the PIF guidelines, if the grand
total of this project is greater than 100,000,

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ensure that the seal and signature of
the registered professional engineer

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who prepared the cost estimates
are included with the signature

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of the entity's authorized representative.

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If you are seeking disadvantaged community,

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you must submit all the required
information in order to be considered.

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As indicated, eligibility is based
on the information you provide

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and is subject to final review by staff.

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The eligibility criteria is as follows.

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An entity's entire portion of service
area, AMHI, annual median household income,

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must be less than or equal to
75% of the state's AMHI according

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to the most recently available
ACS five-year survey.

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An entity's household cost factor
must be greater than or equal to 1.0%

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if the service area is charged
for water or shore services.

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If any entity charges for
both water and shore service,

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the ACF must be equal to or greater than 2%.

21:30.646 --> 21:34.856
If your entity is seeking disadvantaged
community eligibility, answer yes.

21:35.166 --> 21:40.736
If not, then you will be directed to the
review section of the project information form.

21:43.876 --> 21:45.726
You will be required to upload a map

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of the service area whether it's
an entire area or a portion.

21:50.336 --> 21:53.576
There are two ways of submitting
disadvantaged community information.

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You assess this data which will
auto-generate within the OLA application,

21:58.836 --> 22:02.116
or providing a social economic data survey.

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Entities must request permission from the
board to perform a social economic data survey.

22:10.466 --> 22:17.786
We provide a link to the board
survey guidelines noted here.

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If you are using the survey, make sure
to review the guidelines for compliance.

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With the upcoming March due date, if you need
to conduct a survey please contact us as soon

22:27.856 --> 22:33.816
as possible as our timeline will be very tight
and the surveys must be submitted with your PIF.

22:37.616 --> 22:40.636
If you are using the survey, you
will need to complete this section.

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Again, you must use a board approved survey and
follow the social economic survey guidelines.

22:47.346 --> 22:52.896
For information, if you click on the underlying
words, you will be directed to the guide,

22:52.896 --> 22:56.836
and that is illustrated by the arrow on
the top righthand corner of your screen.

22:59.346 --> 23:01.866
Next, enter geographic boundary.

23:02.086 --> 23:08.176
If your source for social economic data is the
census, you will be prompted to this section.

23:08.726 --> 23:13.246
On this screen, geographic
boundaries will auto populate similar

23:13.246 --> 23:16.006
to cities on entity contact screen.

23:16.836 --> 23:22.416
Once that has been entered, you will
see auto populations done for AMHI,

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average household size for a
population and unemployment rate.

23:28.106 --> 23:33.456
Remember, enter the number of household
connections for your geographic area.

23:35.186 --> 23:40.326
When you enter your geographic area, the online
application will automatically let you know

23:40.326 --> 23:45.126
if your household income meets
or is over the 75% threshold.

23:46.146 --> 23:53.216
Now if your AMHI exceeds the
threshold, you will get this message,

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and the message says the service
area's AMHI exceeds the threshold

23:58.666 --> 24:01.546
of 75% of the state's AMHI.

24:02.426 --> 24:05.866
The entity does not qualify for
disadvantaged community funding.

24:09.836 --> 24:13.946
Water and sewer rates are
captured, or rather, entered here.

24:14.046 --> 24:18.556
If these do not apply to you, there
is an N/A button you can select.

24:19.016 --> 24:20.646
This is just an example of water.

24:21.096 --> 24:23.366
The same information is captured
for [inaudible].

24:24.076 --> 24:27.546
When you enter rate data, make sure
you enter the most recent rates.

24:27.546 --> 24:33.656
You will see that the average monthly
balance per user, average household size,

24:34.246 --> 24:38.766
and average monthly water flow per
household are auto populations based

24:39.206 --> 24:41.006
on information you provided.

24:41.096 --> 24:48.876
Like the water rate information, you will
enter applicable sewer rate information.

24:48.916 --> 24:52.376
If not, click the NA button and move forward.

24:55.056 --> 25:00.436
The estimated eligible amounts of principal loan
forgiveness are auto calculated for each entry

25:01.096 --> 25:06.206
which include annual cost, annual
loan cost per customer, unemployment

25:06.206 --> 25:12.366
and population adjustments, household cost
factor, household cost factor difference

25:12.366 --> 25:14.426
and estimated principal forgiveness.

25:14.426 --> 25:16.806
An important notification here.

25:17.546 --> 25:24.036
All the disadvantage calculations are subject
to final review and correction by board staff.

25:24.036 --> 25:28.026
And final determination will be
provided where the project is listed

25:28.026 --> 25:32.296
in the intended use plans,
project priority list.

25:35.536 --> 25:37.426
If you have additional documents and

25:37.426 --> 25:40.676
or attachments you need to
upload, you may do them here.

25:41.476 --> 25:45.176
Provide all supporting documentation in
reference to the scope of the project.

25:45.646 --> 25:48.846
As a reminder, only PDF's are allowed.

25:48.846 --> 25:53.946
In closing, this is the PIF review screen.

25:54.666 --> 25:58.536
Any information or questions not
answered, you will see this prompt screen.

25:59.246 --> 26:02.166
Clicking on any prompt will
take you directly to that page.

26:02.746 --> 26:06.806
It is very important to remember to
upload all required supporting documents.

26:07.676 --> 26:13.746
Also, to submit this documentation or any
documentation in the required PDF format.

26:17.816 --> 26:19.446
We do have plenty of staff available

26:19.446 --> 26:24.636
to help answer any questions you may have during
the [inaudible] process including ones related

26:24.636 --> 26:26.536
to filling out the PIF.

26:26.536 --> 26:29.176
On the lefthand side of your
screen, you will see contact names.

26:30.086 --> 26:32.706
Clean Water SRF contact Issa McDaniel.

26:33.226 --> 26:37.476
Drinking Water SRF contact, Caaren Skrobarczyk.

26:38.406 --> 26:41.416
State programs, Alyssa Azari.

26:42.016 --> 26:46.326
Statewide outreach team, Lee
Huntoon and Enriqueta Caballero.

26:46.326 --> 26:51.396
Our regional teams are set up to
help you from the application phase

26:51.396 --> 26:53.706
through the life of the project
and the closeout.

26:53.706 --> 26:59.606
You will also see that we provide a map of
the region that are divided geographically.

26:59.906 --> 27:01.046
We have seven teams.

27:02.116 --> 27:05.636
The seventh is statewide and the
others are geographically assigned.

27:06.176 --> 27:08.026
Within the teams, you have a team lead,

27:08.026 --> 27:11.276
and we provided a team lead
name and a contact phone number.

27:15.276 --> 27:17.276
Once again, thank you for joining us today.

27:18.016 --> 27:18.596
Have a good day.

27:18.596 --> 27:19.000
[ Silence ]
