U.S. USDA Form usda-rd-2033-33 1 2 3 4 5 6 7 8 9 10 11 WWD 12 CF RBEG WS RC&D REC TYPE OF ASSISTANCE ENTITY NAME ______________________________ ST/CNTY __________________ ( ) ( ) ( ) ( ) ______________________________ ID NUMBER ______________________ APPL/BORR TYPE ( ) CODE FIPS STATE CODE FACIL ID PURPOSE OF FUNDS FND RQST NO GR NO SECURITY (CODE) PRIORITY WT NQ. PROJ. MERGED ________________ NAME ___________________________________ MEDIAN INCOME POPULATION SERVED FIPS COUNTY CODE ________________ NAME ___________________________________ SOURCE OF FUNDS FIPS PLACE CODE LN NO FUND AUTHORIZATION ________________ NAME ___________________________________ ENVIRONMENTAL IMPACT: CODE YR. DATE PROJECT SUMMARY SENT TO N.O. EST. VALUE OF EXISTING FACILTIES FACILITY LOCATION_______________ FIPS PLACE CODE ______________________ ST. INTERGOV’T CONSULTATION ID NO. _________________________________ COUNTY OFFICE DISTRICT OFFICE CODE APPLICANT BUSINESS OFFICE OFFICERS APPLICANT CONTACT (Name/Title) LOCAL ATTORNEY FUNDING DATA (OBLG) (CLOS.) LOAN AMT ...................... $ . _____________ TYPE OF INT:____________ _______________ GRANT AMT ......................... _____________ INT. RATE: BOR. FND .............................. _____________ MATURITY .............................. _______________ ____________ _______________ PRIVATE/COMM. FND. ....... _____________ TOTAL DEOBLG. EPA FUNDS ........................... _____________ LOAN $_____________ REASON_____________ REG. COMM. FND ............... _____________ GRANT $____________ REASON_____________ ST/CNTY FND ...................... _____________ TOTAL DEOBLG. SFY OTHER FUNDS ..................... _____________ LOAN $_____________ REASON_____________ (SOURCES) ( GRANT $____________ REASON_____________ ) ( ) ( ) TOTAL FACILITY COST $ ______________ WW SUBSIDIARY FACILITIES MANAGER BOND COUNSEL (COLLECTION) (90) ENGINEER/ARCHITECT (TREATMENT) (91) LOAN AMT ...................... $ . _____________ LOAN AMT......................$ . _________________ GRANT AMT ......................... _____________ GRANT AMT........................_________________ BOR. FND .............................. _____________ BOR. FND .............................. _________________ PRIVATE/COMM. FND. ....... _____________ PRIVATE/COMM. FND. ....... _________________ EPA FUNDS ........................... _____________ EPA FUNDS ........................... _________________ REG. COMM. FND ............... _____________ REG. COMM. FND ............... _________________ ST/CNTY FND ...................... _____________ ST/CNTY FND ...................... _________________ OTHER FUNDS ..................... _____________ OTHER FUNDS ..................... _________________ ........................................................................................................................................... (FOLD ON DOTTED LINE) .................................................................................................................................................... CONTRACTOR NAME, CONTRACT NO. DESCRIPTION OF WORK & AMOUNT COMPLETION DATES DATE OF PREFINAL INSPECTION _________________ DATE OF SUBSTANTIAL COMPLETION ________________ DATE OF PREFINAL INSPECTION _________________ DATE OF SUBSTANTIAL COMPLETION ________________ DATE OF PREFINAL CURRENT LOAN STATUS GRANT TRACKING INFO. DATE AMOUNT DATE DATE AMOUNT LN. AMT. GR. AMT. PREAPPL. REC’D .................... ____________ ____________ ____________ ____________ AD-622 ISSUED ...................... ____________ ____________ ____________ ____________ APPL. REC’D ........................... ____________ ____________ ____________ ____________ OBLIGATED ............................ ____________ ____________ ____________ ____________ INTERIM FINAN. .................... ____________ ____________ ____________ ____________ AGENCY CLOSED .................. ____________ ____________ ____________ ____________ OPERATIONAL ....................... ____________ ____________ ____________ ____________ COMMENTS: INSPECTION _________________ JOBS: HEALTH CARE: CREATED PROJECTED DAYS CARE PROJECTED OUTPATIENT VISIT TOTAL TYPE _______ _______ _______ TOTAL SQUARE FEET SIC __________ __________ __________ NBR ______ ______ ______ UNIT-CD __________ __________ __________ SYS TEM SAVED APPEAL IND. FEES AND COSTS COMPLETION ________________ APPEAL FY DEVELOPMENT EQUIPMENT LAND AND RIGHTS CONTINGENCIES LEGAL SERVICES REFINANCING ARCH/ENG R/FEES INITIAL O&M CAPITAL INTEREST INITIAL RESERVE ID DATE OF SUBSTANTIAL WATER SYSTEM WASTE SYSTEM SOLID WASTE CF SUBSIDIARY TRACKING BEFORE AFTER __________________ ____________________ __________________ ____________________ __________________ ____________________ RURAL DEVELOPMENT __________________________ __________________________ __________________________ USDA Form RD 2033-33 (Rev. 2-99) MANAGEMENT SYSTEM CARD - COMMUNITY PROGRAMS AMOUNT _______________________ _______________________ _______________________ AMORTIZED LOAN INST ALLMENT SCHEDULE INT. RATE DATE AMOUNT OF NOTE/BOND NOTE/BOND REPAY. PERIOD AMOUNT DATE MONTHLY/ AN’L/SEMITYPE AN’L INSTALL SECURITY WHITE RACE/ NAT’L ORIGIN (User Families) PAYMENT INSTALLMENTS LOAN CODE NAT. HAW. /OTHER PAC. ISL. BLACK /AFRICAN AMER. HISPANIC /LATINO ASIAN AMER. IND./ALASKAN NAT. UNIT TRACKED: UNIT TYPE CODE______ RESIDENTIAL NON RESI­ DENTIAL UNITS FIXED PRINCIPAL INSTALLMENT SCHEDULE LOAN CODE AMOUNT DATE OF BOND TYPE INT. RATE LOAN CODE AMOUNT DATE OF BOND TYPE INT. RATE USERS BEFORE ........ _______ _______ _______ USERS AGENCY ....... _______ _______ _______ ACTUAL (After) ......... _______ _______ _______ NO. OF NO. OF TOTAL NO. OF NO. OF TOTA; GRANT YEARS BONDS AMOUNT YEARS (Excludes Int.) YEARS BONDS AMOUNT YEARS (Excludes Int.) BENEFITTING ........... _______ _______ _______ USER VERIFICATION : DATE .............................. _____________________ RESIDENTIAL ............... _____________________ NON-RESIDENTIAL ..... _____________________ GRANT BENEFIT .......... _____________________ NON-BENEFITTED ....... _____________________ SERVICINGUSER CONSIDERA TION MIN. BILL (mo.) ......... _________ AVG. BILL (mo.) ........ _________ REG. AVG. INCOME .................... AN’L O&M EXP. .......................... WATER SOLD ............................... WATER PROD. .............................. WATER PURCHASED .................. SERVICING AND MANAGEMENT ASSIST ANCE SECTION EXPIRATION AND DUE DATES DUE DATE ITEM WATER (Gallons) _____________ _____________ _____________ _____________ _____________ _____________ _____________ (BORROWER FISCAL YEAR: ENDING__________________) FOLLOWUP DATE ACTIONS PLANNED DATE RESERVE REQUIREMENTS: COMPLETED MO./QRTLY./AN’L ............... _____________________________ SECURITY AGREEMENT NO. TOTAL REQUIRED ............. _____________________________ AMT. ON HAND .................. _____________________________ AS OF ________________________________ MEETINGS (Governing Body) GRADUATION INFORMATION TAXES FINANCING STATEMENT NO. FS# REGULAR DATE INITIAL SCREEN FOR GRAD .................... ______________ ANNUAL MANAGEMENT AND ANALYSIS RPTS. 442-2 (Statement of Budget) Quarterly Rpts. Due: 1____2____3____ 442-3 THOROUGH REVIEW FOR GRADUATION ..... ______________ 442-4 (District Director) GRADUATION REQUESTED ................ ______________ QUARTERLY REPORT GRADUATION $_______________ ANNUAL REPORT DISPOSITION ANNUAL AUDIT ______________ TYPE ________________ TYPE: A-GRAD IN PROCESS B-GRAD REL-FIN DETER C-GRAD REL-OTHER DETER X-ACCELERATED ACCOUNT POSITIVE ACTION PLAN TO STATE OFF. SECURITY INSPECTION COMPLIANCE REVIEW GRADUATION REVIEW AMT. REFINANCED _______________ AMT. PAID OFF CONSTRUCTION INSPECTION $_______________ $_______________ FINAL INSPECTION WARRANTY INSPECTION CASE # TRANS FROM: __________________ CASE # TRANS TO: __________________ RETURN PLANS & SPECS. TO BORROWER REAL SERVICING INFORMA TION LIABILITY $ INSURANCE PUBLIC LIABILITY $ MALPRACTICE $ TRANS/ASSUMPTION (T-TRANS. M-MERG) OTHER SRVCG ACTION 1 $ LEGAL ACTION 2 $ 3 $ PROPERTY DAMAGE $ DEBT SETTLEMENT CODE DATE $ LOAN AMOUNT E/I _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ _________________________ _________________________ _________________________ _________________________ _________________________ _________________________ _________________________ _________________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ (E-Eligible/I-Ineligible)