“Water Finance Exchange is helping us take a more integrated, regional approach to our water infrastructure that includes pipes, pumps, jobs, economic development, and green infrastructure. The current windfall of federal funding is a once-in-a-lifetime opportunity to build readiness and resiliency into our communities in preparation for the challenges we know are coming. And, if we do it right, we can actually improve our standard of living while intelligently managing the natural systems that sustain us.”
Trey Gerfers, Chair, Presidio County Underground Water Conservation District

The vision of WFX is to develop, implement, and demonstrate governance structures and funding solutions exist to enable communities to develop sustainable and safe drinking water and wastewater systems. WFX aims to increase investment in water infrastructure and address the funding gap for small, rural, and underserved communities.

WFX defines success by effectively connecting small, rural, and underserved communities to ideas, expertise, and financing which yield successful water infrastructure deals. WFX supports communities as a trusted advisor, demystifying funding and financing processes, addressing regulatory barriers, and building sustainable solutions.

The WFX Approach: Three Pillars

Community Engagement
and Partnerships

Identifying and engaging community leaders that seek to implement sustainable water infrastructure solutions. WFX serves as a trusted and neutral intermediary to develop solutions from the ground-up with community partners

Technical Assistance

Supporting communities implement governance models, capital financing management, operations and maintenance analysis, affordability strategies, regulatory compliance, integration with regional watershed approaches and sustainability, and long-term economic resiliency

Pre-Development Fund

Providing pre-development financing and bridge loans to catalyze project success or mitigate short-term barriers that impede project completion

The WFX Process

WFX aims to increase investment in water infrastructure and address the funding gap for small, rural, and underserved communities.

Build a

Studies existing publicly available data on communities and investment needs, while engaging local communities through partner relationships.

Accelerate Project Development

Providing project development loans with a revolving loan fund and facilitating technical assistance with staffing expertise and support.

Invest in

Invest risking capital bringing new partners to the table and supporting communities to access to new funding and financing structures.

WFX Community Priorities

Community Leadership

Recognition of need and commitment to solve challenges, project champion(s), community support, and ability to effectively collaborate with project partners.

Project Need

Public health and environmental challenges, strong candidate for a funding support, clear path to sustainable success.

Financing Capacity

Debt-service capacity, financial need, dedicated source of repayment, and rate structures.

WFX’s activities are supported by philanthropic donations.
The organization defrays the cost of its activities with small success fees on successfully funded projects.

G‐17 Notice:The Water Finance Exchange is acting as a technical assistance provider and not as a municipal advisor, financial advisor or fiduciary to the Issuer or any other person or entity in connection with the issuance of municipal securities by the Issuer. The information provided is not intended to be and should not be construed as “advice” within the meaning of Section 15B of the Securities Exchange Act of 1934. The Issuer should consult with its own financial and/or municipal, legal, accounting, tax and other advisors, as applicable, to the extent it deems appropriate. If the Issuer would like a municipal advisor that has legal fiduciary duties to the Issuer, then the Issuer is free to engage a municipal advisor to serve in that capacity.