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Summary of Key Terms - State Revolving Fund Dashboard

What is the State Revolving Fund Dashboard?

The State Revolving Fund (SRF) Dashboard provides a view of all projects submitted for funding by the SRF in one single view with powerful filters such as population served, project value, fiscal year, project description, state, fund, EPA id, and more. The dashboard will allow your team to quickly identify clean water and drinking water projects that states are prioritized.

Key Terms

Document

Documents are published by the state for each fund type for each fiscal year.

Fund Type

This is either Clean Water State Revolving Fund (CWSRF) or Drinking Water State Revolving Fund (DWSRF).

Fiscal Year

This is the fiscal year of the document. If State Fiscal Year and Federal Fiscal Year are both given in the report title, the dashboard reports the State Fiscal Year. If the type of fiscal year is not given, the fiscal year in the report title is reported in dashboard. If the fiscal year is given as two years, such as 2023-2024, the dashboard will report 2024 as the fiscal year.

Applicant

The applicant is the entity that will benefit from the project. These are most frequently public water systems for the drinking water funds and permitted emitting facilities for the clean water funds.

Project

The project is the description of the project extracted from the document.

Document Type

Documents are either PPLs (Project Priority Lists) or IUPs (Intended Use Plans). PPLs are documents that list projects based on their priority, which generally include a project description and either a requested loan amount of a total estimated project spend. IUPs are documents that include more general information about the fund with a subsection that contains the PPL.

Markets

The market of the project. Project keywords are used to group the projects into different market categories.

Population

Population covered by the applicant. This is included only if it is given in the document.

Priority Points

Priority Points are a value that the state assigns to the project. These points are based on factors such as the existence of other sources of funding, size of system, and more.

Priority Rank

The Priority Rank is the ranking of the project based on the Priority Points.

Page Number

The page number where the project is located in the pdf.

Project Cost

This is the estimated project cost if given.

Requested Funding

This is the size of the loan requested if given.

EPD ID

This is the permit number (NPDES) of emitting facilities for the Clean Water Fund documents and the public water system (PWS) id for the Drinking Water Fund.

Delivery Quarter

This is the quarter that the project was added to the SRF Dashboard by Citylitics

Archive Status

The most recent document for fund and state is “Most Recent” and any older documents are “Archived.”

Dashboard Features

Project Keyword Search

Entering text into any of the keyword boxes will filter the dashboard by searching for string matches within the project field. Only projects with matching character strings will be returned.

Keyword Search

Regex Search

For more advanced project filtering, regular expression queries can be entered into the Regex Search to filter the dashboard based on matching values contained in the Project Title, Project Description, Project Justification, & Project Industry fields. Please only use lowercase when using the Regex Search. When crafting customized regular expression queries, feel free to reach out to the Citylitics team or check out our summary page on the use of regular expressions here How to use Regex search your State Revolving Fund Dashboard.

Regex

SRF Projects Data Table

All the extracted SRF projects & associated details can be found in this table. Each row corresponds to an individual project.

 project table

SRF Projects Data Table Download

Select the three-dot icon in the download button found at the top right of the dashboard. Next, select the export option provided in the dropdown to extract the projects data in CSV format.download

Project Count Map

Provides a visual breakdown of the number of projects across different states and provinces. Darker shades of blue indicate greater quantities of projects. The chart is interactive and States can be quickly selected and unselected when clicked.

project map

Project by Fund Chart

Provides a visual breakdown of the number of projects across the Clean Water State Revolving Fund (CWSRF) and the Drinking Water State Revolving Fund (DWSRF). Darker shades of blue indicate greater quantities of projects. The chart is interactive and funds can be quickly selected and unselected when clicked.

project funds

Projects by Market Chart

Provides a visual breakdown of the number of projects across markets. Longer bars indicate greater quantities of projects. The chart is interactive and markets can be quickly selected and unselected when clicked.

projects markets