Preliminary Engineering Reports

Preliminary Engineering Reports

As of April 2013, HUD, USDA, and USEPA have adopted a jointly accepted Preliminary Engineering Report (PER) format. This format needs to be used on all FED funded Preliminary Engineering Reports, aka Facilities Plans. The PER outline and guidance are available in PDF or in MSWord. Use of this format will keep projects eligible for funding from CWSRF and if applicable, USDA RD and ACCD.

Life Cycle Cost Analyses

The PER format requires a life cycle cost analysis for each alternative. This calculation requires the use of a discount rate. A link to the discount rate is included in the PER directions. NOTE: EPA no longer uses a separate discount rate as of 2016.

Additionally, Vermont Environmental Protection Rule Chapter 2, allows for the use of long term life cycle cost analysis, which encourages the lender to examine the alternative selection through more than one loan term.

Cost and Effectiveness Analysis

For CWSRF Projects,WRRDA requires that each project have a "Cost and Effectiveness" Analysis performed. For Vermont SRF staff have elected to use a certification form for this requirement.

Fiscal Sustainability Plans

For CWSRF Projects,WRRDA requires that each project have a Fiscal Sustainability Plan. In Vermont we ask that this plan is developed as part of the the PER document for the preferred project. Templates are available on the FSP page.