PWSs

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Overview

Introduction
Template Instructions_Systems
Template Instructions_State
Classifying SLs
PWS Information
Inventory Methods
Inventory Summary
Detailed Inventory
Public Accessibility Doc.
State Checklist

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Sheet 1: Introduction

	Service Line Inventory Template, V.3.1
	Date last updated: July 20, 2022
What is the purpose of this template? The purpose of this draft template is to help water systems and states comply with the service line inventory requirements of the January 15, 2021 Lead and Copper Rule Revisions (LCRR). This template supplements the draft EPA document, Guidance for Developing and Maintaining a Service Line Inventory (2022) by providing fillable forms and tables that water systems can use to document their methods, organize their inventory, submit the initial inventory and inventory updates to the state, and document how they are making the inventory publicly available. This template also provides a checklist for state review. Note that EPA does NOT require systems use this template for their inventory. Refer to EPA's 2022 Inventory Guidance for minimum inventory requirements and recommendations.
How is the template organized?
The worksheets in this template are color coded: Yellow sheets are instructions and background. Dark blue sheets are templates for systems. The dark green sheet is a template for states. See the table below for a description of each worksheet.		The cells in this template are also color coded: Gray cells are background or instructions. Light blue cells are fillable cells for systems. Aqua cells are the required fields in the Detailed Inventory worksheet. Light green cells are fillable cells for states.
Template Organization
Worksheet Type	Worksheet Name	Description
Background	Template Instructions_System	Contains detailed instructions for systems.
	Template Instructions_States	Contains detailed instructions for states.
	Classifying SLs	Summarizes requirements for classifying the entire service line when ownership is split (i.e., when the system owns a portion and the customer owns a portion).
Templates for Water Systems	PWS Information	For systems to document basic system information.
	Inventory Methods	For systems to document the methods and resources they used to develop and update their inventory.
	Inventory Summary	For systems to provide a summary of their service line inventory, including information on ownership, inventory format, and the number of service lines for each of the four required materials classifications. Systems can enter the totals into this worksheet or automatically generate totals based on information in the Detailed Inventory worksheet.
	Detailed Inventory	Provides a customizable format water systems can use to track materials for each service line in their distribution system. Each row equals one service line connecting the water main to the customer's plumbing. Separate columns track locational information, the system-owned portion, the customer-owned portion, other possible sources of lead, information for assigning a tap sample tiering classification, and information for lead service line replacement (LSLR). Systems can customize the worksheet by adding or deleting columns.
	Public Accessibility Doc.	For systems to provide documentation to states on how they met the public accessibility requirements of the LCRR.
Templates for States	State Checklist	Provides a checklist that states can use to to determine and document if water systems met all of the January 15, 2021 LCRR requirements for their Initial Inventory including timely submission, required elements, use of information sources, public accessibility, and public notification of service line materials.
Note: Hidden rows below are for drop down lists. Do not modify or delete.

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Sheet 2: Template Instructions_Systems

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Sheet 3: Template Instructions_State

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Sheet 4: Classifying SLs

Classifying the Entire Service Line When Ownership Is Split
Purpose of this worksheet: To summarize EPA's requirements for classifying the entire service line when ownership is split.
Introduction
In many cases, service line ownership is split meaning that the system owns a portion and the customer owns a portion of the service line. Exhibit 1 below is a diagram of a possible division in service line ownership between the water system and customer. The LCRR requires systems to classify the service line material for each portion separately. However, a single classification per service line is needed by states to report initial inventory data to EPA and supports the lead service line (LSLR) and tap sampling requirements under the existing Lead and Copper Rule (LCR) and potential revised requirements under the Lead and Copper Rule Improvements (LCRI). Table 1 below indicates how to classify the material for the entire service line when ownership is split between the water system and customer. For more information, see EPA's, Guidance for Developing and Maintaining a Service Line Inventory (2022).
Exhibit 1. Example of Service Line Ownership Distinction between the Water System and Customer
Source: Exhibit 2-2 of Guidance for Developing and Maintaining a Lead Service Line Inventory (USEPA, 2022).
Table 1: Classification of Entire Service Line When Ownership is Split
System-Owned Portion	Customer-Owned Portion	Classification for Entire Service Line
Lead	Lead	Lead
Lead	Galvanized Requiring Replacement	Lead
Lead	Non-lead	Lead
Lead	Lead Status Unknown	Lead
Non-lead	Lead	Lead
Non-lead and never previously lead	Non-lead, specifically galvanized pipe material	Non-lead
Non-lead	Non-lead, material other than galvanized	Non-lead
Non-lead	Lead Status Unknown	Lead Status Unknown
Non-lead, but system is unable to demonstrate it was not previously Lead	Galvanized Requiring Replacement	Galvanized Requiring Replacement
Lead Status Unknown	Lead	Lead
Lead Status Unknown	Galvanized Requiring Replacement	Galvanized Requiring Replacement
Lead Status Unknown	Non-lead	Lead Status Unknown
Lead Status Unknown	Lead Status Unknown	Lead Status Unknown
Source: Exhibit 2-2 of Guidance for Developing and Maintaining a Service Line Inventory (USEPA, 2022).

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Sheet 5: PWS Information

PWS Information
Purpose of this worksheet: For water systems to document basic system information.
Facility Information
Water System Name:
Sunny View Water System
PWSID:	Population Served (number of people):	Number of Service Connections:	PWS Type:
XX0000001			CWS NTNCWS
If you are a CWS, do multi-family residences comprise at least 20% of the structures you serve?			Select "Yes" or "No"
Mailing Address
Street or P.O. Box:
City or Town:		State:	Zip Code:
System Contact Person
Name:		Title:
Telephone:		Email:
Person Who Prepared Inventory (if different from above)
Name:		Title/Affiliation:
Telephone:		Email:

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Sheet 6: Inventory Methods

Inventory Methodology
PWS Name: Sunny View Water System
PWSID: XX0000001
Enter Date Last Updated:
Purpose of this worksheet: For water systems to document the methods and resources they used to develop and update their inventory.
Part 1: Historical Records Review
Type of Record	Describe the Records Reviewed for Your Inventory and Indicate Your Level of Confidence (e.g., Low, Medium, or High)
1. Previous Materials Evaluation Example: Locations of Tier 1 lead tap sampling locations that are served by a lead service line.
2. Construction Records and Plumbing Codes Examples: Local ordinance adopting an international plumbing code. Permits for replacing lead service lines.
3. Water System Records Examples: Capital improvement plans. Standard operating procedures. Engineering standards.
4. Distribution System Inspections and Records Examples: Distribution system maps. Tap cards. Service line repair/replacement records. Inspection records. Meter installation records.
5. Additional Records Required by Your State
6. Other Records
Part 2: Identifying Service Line Material During Normal Operations
1. During which normal operating activities are you collecting information on service line material? Check all that apply.
Water meter reading	Water main repair or replacement
Water meter repair or replacement	Backflow prevention device inspection
Service line repair or replacement	Other
If "Other", please explain:
2. Did you develop or revise standard operating procedures to collect service line material information during normal operation?		Select "Yes" or "No"
If "Yes", please describe:
Part 3: Service Line Investigations
1. Identify the service line investigation methods your system used to prepare the inventory (check all that apply). If a water system chooses an investigation method not specified by the state under 40 CFR §141.84(a)(3)(iv), state approval is required. Note that investigations are not required by the LCRR but can be used by systems to assess accuracy of historical records and gather information when service line material is unknown.
Visual Inspection at the Meter Pit	Water Quality Sampling - Other
Customer Self-Identification	Mechanical Excavation
CCTV Inspection at Curb Box - External	Vacuum Excavation
CCTV Inspection at Curb Box - Internal	Predictive Modeling
Water Quality Sampling - Targeted	Other
Water Quality Sampling - Flushed
Water Quality sampling - Sequential
If "Other", please explain:
2. If "Predictive Modeling", please briefly describe the model and inputs used:
3. How did you prioritize locations for service line materials investigations? For example, did you consider environmental justice and/or sensitive populations, did you use predictive modeling, and/or did you target areas with high number of unknowns?

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Sheet 7: Inventory Summary

Inventory Summary
PWS Name: Sunny View Water System
PWSID: XX0000001
Enter Date Last Updated:
Purpose of this worksheet: For water systems to provide a summary of their service line inventory, including information on ownership, inventory format, and the number of service lines for each of the four required materials classifications.
Part 1. General Information
1. Is this the Initial Inventory or an Inventory Update?		Select One
2a. Who owns the service lines in your system? If other, please explain below.		Select Ownership Type
2b. Is there documentation that defines service line ownership in your system, such as a local ordinance? If yes, please describe below and explain where ownership is split (e.g., property line, curb stop).		Select "Yes" or "No"
3a. Describe when lead service lines were generally installed in your system.
3b. When were lead service lines banned in your system? Reference the state or local ordinance that banned the use of lead in your system.
4. Do you have lead goosenecks, pigtails or connectors in your system?		Select "Yes" or "No" or "Don't Know"
5. What is your overall level of confidence in the inventory (i.e., "Low", "Medium", or "High.") Please explain your rationale below.
Part 2. Inventory Format
Describe your inventory format in the space provided below (e.g., the Detailed Inventory worksheet, custom spreadsheet, GIS map). Provide the filename and/or web address if applicable. Note that the state may require you to submit your detailed inventory of each service line in your distribution system.
Part 3. Inventory Summary Table 1
If you are using the Detailed Inventory worksheet, the classifications you select in the Column "Entire Service Line Material Classification" (Column X) will be used to calculate the total number of service lines for each of the four material classifications below. Otherwise, enter the number of service lines in the aqua-colored cells. Remember this is the classification for the entire service line.
Service Line Material Classification	Definition		Total Number of Service Lines (REQUIRED to be reported under the LCRR)
Lead	Any portion of the service line is known to be made of lead.2		1
Galvanized Requiring Replacement (GRR)	The service line is not made of lead, but a portion is galvanized and the system is unable to demonstrate that the galvanized line was never downstream of a lead service line.		3
Non-Lead	All portions of the service line are known NOT to be lead or GRR through an evidence-based record, method, or technique.		2
Lead Status Unknown	The service line material is not known to be lead or GRR. For the entire service line or a portion of it (in cases of split ownership), there is not enough evidence to support material classification.		2
TOTAL			8
Notes
1 This summary table is for reporting material for the entire service line connecting the water main to the customer's plumbing. See the Classifying SLs worksheet for additional guidance on assigning a materials classification to the entire service line when ownership is split. Remember that systems must track the system-owned and customer-owned portions separately in their inventory.
2 EPA recommends including lead-lined galvanized pipe as lead in the inventory because potential lead exposure is similar to that of a lead service line. Do NOT, however, count non-lead service lines with a lead gooseneck or pigtail as lead service lines unless required by your state.

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Sheet 8: Detailed Inventory

Detailed Inventory

PWS Name: Sunny View Water System

PWSID: XX0000001

Date Last Updated:

Purpose of this worksheet: To provide a customizable format water systems can use to track materials for each service line in their distribution system. General Instructions: Each row in this worksheet represents one service line connecting the water main to the customer's plumbing. The worksheet includes required and recommended elements; the columns with the aqua shading are required by the LCRR. Systems can customize by adding or deleting columns. Important notes for each column are in Row 12; also see the Template Instructions worksheet for detailed instructions. Note that users can freeze panes to enable them to see the headings and notes when entering data. The worksheet includes examples in rows 13 - 20 and is formatted for approx 10,000 entries.

Location Information

System-Owned Portion

Customer-Owned Portion

Entire Service Line Material Classification

Other Potential Sources of Lead

Additional Information to Assign Tap Monitoring Tiering

Lead Service Line Replacement (LSLR)

Unique Service Line ID

Location Identifier

Sensitive Population? (Yes/No)

Disadvantaged Neighborhood? (Yes/No)

System-Owned Portion Service Line Material Classification

If Non-Lead in Column G, Was Material Ever Previously Lead?

Service Line Installation Date

Service Line Size

Basis of Material Classification

Was the Service Line Material Field Verified?

If "Yes" Service Line Material Was Field Verified:

Notes

Customer-Owned Portion Service Line Material Classification

Service Line Installation Date

Service Line Size

Basis of Material Classification

Was the Service Line Material Field Verified?

If "Yes" Service Line Material Was Field Verified:

Notes

Is there a Lead Connector?

Is there Lead Solder in the Service Line?

Describe Other Fittings and Equipment Connected to the Service Line that Contain Lead

Building Type Connected to Service Line

Point-of-Entry or Point-of-Use Treatment Present?

Does the Interior Building Plumbing Contain Copper Pipes with Lead Solder Installed Before Your State's Lead Ban (Generally 1986 - 1988)?

Current LCR Sampling Site?

Date of System-owned LSLR

Date of Customer-owned LSLR

Street Address

Other Location Identifier

Describe the Field Verification Method

Enter the Date of Field Verification

Describe the Field Verification Method

Enter the Date of Field Verification

A Unique ID is recommended for each service line.

Water systems must track addresses of all service lines in their internal inventory. For the publicly accessible version, location identifiers are required for lead and galvanized requiring replacement. If the system does not use addresses for their location identifier, other options could include GPS coordinates, landmark, intersection, block, or other details to specify service line locations.

Select Yes if sensitive subpopulation, e.g., day care, school, multifamily home. If Yes-Other, describe in the Notes field.

Does location meet state affordability guidelines or other measures?

Dropdown list includes recommended subclassifications. If "Non-Lead Other", describe in Notes field

Select Yes, No, or Don't know. Important for determining if downstream/ customer-owned galvanized service line requires replacement

Date, year, or estimated date range when the service line was installed or replaced

Diameter in inches

Select option from drop down list. If "Other," describe in the Notes field

Select Yes or No

Select option from drop down list. If "Other," describe in the Notes field

Enter approximate date of field verification or date that the record was updated

Can use this field for documenting additional relevant information, including when classification changes.

Dropdown list includes recommended subclassifications. If non-lead other, describe in Notes field.

Date, year, or estimated date range when the service line was installed or replaced

Diameter in inches

Select option from drop down list. If "Other," describe in the Notes field

Select Yes or No

Select option from drop down list. If "Other," describe in the Notes field

Enter approximate date of field verification or date that record was updated

Can use this field for documenting additional relevant information, including when classification changes.

Dropdown list includes four required service line classifications of Lead, Non-lead, Galvanized Requiring Replacement, or Unknown

For example, lead gooseneck or pigtail where the water main is connected to the service line

Select Yes, No, or Don't Know

For example, backflow preventer or meter containing lead

Note: This information may be helpful for identifying lead tap monitoring locations.

Example 1

1234 Test St., City, State, Zip Code

Intersection of Test and Elm St.

No

No

Non-Lead - Plastic

Yes

1997

2

Installation date after lead ban

Yes

Visual inspection at the meter pit

5/1/2019

Non-Lead - Plastic

2012

2

Installation date after lead ban

No

Non-Lead

No

No

Single Family Residence

Yes

No

No

Example 2

4321 Test St., City, State, Zip Code

Intersection of Test and Main St.

No

No

Non-Lead - Plastic

No

Fall 1980

2

Installation record (e.g., tap card)

Yes

Mechanical excavation at one location

9/10/2020

Galvanized

Fall 1980

2

Installation record (e.g., tap card)

Yes

Mechanical excavation at one location

9/10/2020

Non-Lead

No

No

Single Family Residence

No

No

No

Example 3

16 Capital St., City, State, Zip Code

No

No

Non-Lead - Copper

Don't know

1985

1 1/2

Service line repair or replacement record

No

Galvanized

1908

1 1/2

Installation record (e.g., tap card)

No

Galvanized Requiring Replacement

Don't Know

Don't Know

Other

Unknown

Unknown

No

Example 4

1 Water Avenue, City, State, Zip Code

No

No

Unknown - Likely Lead

1940's

2

No

Galvanized

1940's

2

Yes

Customer self-identification

8/8/2020

Galvanized Requiring Replacement

Don't Know

Yes

Single Family Residence

No

Unknown

Yes

Example 5

67 Children's Place, City, State, Zip Code

Yes - Day Care

No

Unknown - Material Unknown

1950-1960

3/4

No

Unknown - Material Unknown

1950-1960

3/4

No

Unknown

Don't Know

Yes

Single Family Residence

No

Yes

No

Example 6

30 Price Street, City, State, Zip Code

No

No

Lead-lined galvanized

1955

2

Installation record (e.g., tap card)

Yes

CCTV investigation at curb stop - internal

8/8/2020

Lead-lined galvanized

1955

2

Installation record (e.g., tap card)

No

Lead

Yes

No

Single Family Residence

No

Yes

Yes

Example 7

123 System Ave., City, State, Zip Code

Building A

No

Yes

Non-Lead - Copper

Yes

2015

2

Service line repair or replacement record

No

Galvanized

1950 - 1955

2

Installation record (e.g., tap card)

Yes

Customer self-identification

1/15/2020

Galvanized Requiring Replacement

No

Don't Know

Backflow preventer

Single Family Residence

No

Unknown

No

Example 8

123 System Ave., City, State, Zip Code

Building B

No

No

Non-Lead - Copper

Don't know

2015

2

Service line repair or replacement record

No

Unknown - Material Unknown

1940's

2

No

Unknown

No

Yes

Single Family Residence

No

Unknown

No

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Sheet 9: Public Accessibility Doc.

Public Accessibility Documentation
PWS Name: Sunny View Water System
PWSID: XX0000001
Enter Date Last Updated:
Purpose of this worksheet: For systems to provide documentation to states on how they met the public accessibility requirements of the LCRR.
1. Select the location identifiers that you use for your service line inventory. Check all that apply.
Address
Street
Block
Intersection
Landmark
GPS Coordinates
Other
If "Other", please describe:
2. Does every service line have a location identifier?		Select "Yes" or "No"
If "No", explain. Remember that location identifiers are required for service lines that are lead and galvanized requiring replacement.
3. How are you making your inventory publicly accessible? Check all that apply. Remember that if your system serves > 50,000 people, you must provide the inventory online.
Interactive online map
Static online map
Online spreadsheet
Printed service line map
Printed tabular data
Information on water utility mailings or newsletter
Hard copy information available in water system office
Other
If "Other", please describe:

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Sheet 10: State Checklist

	State Checklist for Initial Inventory Submittal
	PWS Name: Sunny View Water System
	PWSID: XX0000001
	Enter Date Last Updated:
	Purpose of this worksheet: For states to determine and document if water systems met all of the January 15, 2021 Lead and Copper Rule (LCRR) requirements for their Initial Inventory including timely submission, required elements, use of information sources, public accessibility, and public notification of service line materials.
	Part 1: Person Completing This Checklist
	Name:		Title:
	Telephone:		Email:
	Part 2: Review for Timely Submission
	1. Was the initial inventory submitted by the deadline of October 16, 2024?			Select "Yes" or "No"
	Consider post-mark or date sent via email or reported into a state data system.
	Part 3: Review for Required Elements
	1. Does the inventory include all service lines connected to the distribution system?			Select "Yes" or "No"
	Consider if the total number of service lines in the Inventory Summary worksheet, Part 3, matches sanitary survey and monitoring data in the state’s database (e.g., SDWIS/State) based on population served, number of service connections (including those for non-potable use), number of accounts, census data, or other information.
	2. Does the inventory include portions owned by the water system and the customer?			Select "Yes" or "No"
	Check the service line ownership type selected in the Inventory Summary worksheet, Part 1, Question 2a. If the system selected "Ownership is Split" check that their inventory includes information for both the system-owned and customer-owned portions.
	3. Did the system classify all service lines as either Lead, Galvanized Requiring Replacement (GRR), Non-Lead, or Lead Status Unknown?			Select "Yes" or "No"
	Consider if the system completed each row of the inventory summary table in the Inventory Summary worksheet, Part 3. Some rows may be zero.
	4. In the space below, provide additional comments/documentation related to required elements of the system's initial inventory.
	Part 4: Review for Information Sources
	1. Did the system use the following historical records to prepare their initial inventory: previous materials evaluation, construction and plumbing codes/records, water system records, distribution system inspections and records.			Select "Yes" or "No"
	Consider if the system identified historical records in each row of the Inventory Methods worksheet, Part 1, Rows 1 through 4. Consider if the system completed Row 5 if additional records are required in your state.
	2. Is the system collecting service line material information during normal operations?			Select "Yes" or "No"
	Consider if the system checked one or more normal operations activities in the Inventory Methods worksheet, Part 2. Consider asking the systems to submit updated or new standard operating procedures documenting service line material information collection.
	3. Has the system conducted investigations to verify service line material?			Select "Yes" or "No"
	This is not required by the LCRR but recommended by EPA to verify historical records and gather information where records do not exist to reduce the number of unknowns in the system as quickly as possible. Consider: • If the system checked one or more of the investigative methods on the Inventory Methods worksheet, Part 3. • If in their inventory, the system indicated that the materials classification was based on investigations. • The number of unknowns - EPA strongly discourages systems from submitting inventories with all unknowns. If all service line materials are lead status unknown, consider asking the water system to conduct investigations.
	4. In the space below, provide additional comments related to information sources used to develop the system's initial inventory.
	Part 5: Review for Public Accessibility
	1. Does the inventory include locational identifiers for each service line that is lead or galvanized requiring replacement?			Select "Yes" or "No"
	Consider checking the inventory for location identifiers and reviewing the system's answers in the Public Accessibility Doc. worksheet, Questions 1 and 2.
	2. Did the system make its inventory publicly accessible?			Select "Yes" or "No"
	Consider reviewing the method by which the water system is making its inventory publicly accessible as identified in the Public Accessibility Doc. worksheet, Question 3. Check that systems serving more than 50,000 people have posted their service line inventories online.
	3. In the space below, provide additional comments/documentation related to public accessibility of the system's initial inventory.
	Part 6: Review of Customer Notification of Service Line Material
	1. Does the water system's inventory consist of all Non-Lead Service lines?			Select "Yes" or "No"
	If No, complete questions 2 through 5. If Yes, stop here.
	2. Did the water system deliver the notification to people served by a lead service line (LSL), GRR, or lead status unknown service line within 30 days of completing the initial inventory?			Select "Yes" or "No"
	3. Did the water system demonstrate that they delivered the notification and provide a copy of the notification to the state by July 1 for the previous calendar year?			Select "Yes" or "No"
	4. Did the notification include the required content?
	a. For confirmed LSLs, does the notification include:			Select "Yes", "No", or "N/A"
	· A statement that the service line material is lead,
	· Information on lead health effects including mandatory health effects language of §141.85(a)(ii),
	· Steps to minimize exposure to lead in drinking water,
	· Opportunities for service line replacement,
	· Available financing programs, and
	· A statement that the system must replace its portion if the property owners notify the system that
	they are replacing their portion?
	b. For GRRs, does the notification include:			Select "Yes", "No", or "N/A"
	· A statement that the service line material is GRR,
	· Information on lead health effects including mandatory health effects language of §141.85(a)(ii),
	· Steps to minimize exposure to lead in drinking water, and
	· Opportunities for service line replacement?
	c. For Unknowns, does the notification include:			Select "Yes", "No", or "N/A"
	· A statement that the service line material is lead status unknown,
	· Information on lead health effects including mandatory health effects language of §141.85(a)(ii),
	· Steps to minimize exposure to lead in drinking water, and
	· Opportunities to verify the service line material?
	5. In the space below, provide additional comments/documentation related to customer notification for people served by an LSL, GRR, or lead status unknown service line.