United States
       Environmental Protection
       Agency
            Office of Emergency and
            Remedial Response
            Washington, DC 2'0460
OSWER 9378.0-12
EPA/540-R-98-002
PB98-963203
May 1998
EPA
Meeting Summaries from
the EPA/ICMA Relocation
Stakeholder Forums

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                                  Contents
Preface	  	               v




Meeting with Industry - March 27,1997	.. 1




Meeting with Local Government Representatives - April17,1997	........... 21




Meeting with State Government Representatives - April 18,1997  	37




Meeting with Environmental and Public Health Organizations - May 1,1997 ...... 49




Meeting with Other Federal Agencies - September 4,1997  .....	;	69




Meeting with Environmental Justice Representatives - October 18,1997		83




Meeting with Native Peoples and Tribal Representative:; - October 22-23,1997	99
Appendix A: Attendees List
A-l
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                                        PREFACE
        In 1995, a subcommittee of the National Environmental Justice Advisory Council (NEJAC)
requested that the U.S. Environmental Protection Agency (EPA) look into developing a national policy for
relocating residents affected by Superfund sites.  Elliott Laws, then Assistant Administrator for EPA's
Office of Solid Waste and Emergency Response (OSWER), followed up by issuing a memorandum in May
of 1995 announcing the Agency's intention to develop such a policy. A Relocation Roundtable was held in
May 1996 to provide an opportunity for citizen and community input regarding relocation issues and
concerns.  Proceedings from this Roundtable are available through the Superfund Docket by calling (703)
603-9232 (ask for Proceedings: Superfund Relocation Roundtable Meeting, publication number EPA 540-
-K-96-010).      '   • '

        In 1997, EPA, in conjunction with the International City/County Management Association
(ICMA), held a series of seven stakeholder forums on Superfund relocation provided additional
opportunities for stakeholders to offer information and raise issues for consideration in the development of
the relocation policy and corresponding guidance.  From March to October of 1997, meetings were
conducted with  representatives of industry, state governments, local governments, environmental and    ,
public health organizations, tribes, and environmental justice groups. The summaries of these seven
meetings comprise this document.

        The summaries capture the major issues raised during the forums as participants discussed
specific issues related to the relocation policy and shared their experiences with the relocation process both
within and outside of the Superfund program.  Key discussion topics included criteria and triggers  for
relocation, timeframes for relocation, community involvement,  cooperation among stakeholders, and
special circumstances, such as low-income or minority communities and relocations on tribal lands.

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                        Superfund Relocation Discussion with Industry
                                        March 27,1997
                                              ICMA
                                     777 North Capitol Street, NE
 Introduction, Welcomes, and Purpose of Discussion

        Barbara Yuhas of the International City/County Management Association (ICMA) began the
 morning session. Under a cooperative agreement with EPA, ICMA is working with the Office of
 Emergency and Remedial Response's Community Involvement and Outreach Center in coordinating a
 series of discussions with a broad range of stakeholder groups (industry, state and local officials, public
 health organizations, environmental groups, tribal representatives, and environmental justice  '
 organizations) on the issue of Superfund relocations.  ICMA is a professional and educational association
 of chief appointed administrators and assistant administrators serving cities, counties, regional councils,
 and other forms of local government.

        Elaine Davies, Acting Deputy Director of EPA's Office of Emergency and Remedial Response
 (OERR), welcomed the participants and observers to the forum.  She then outlined the history of the
 Superfund Relocation issue as context for this forum with industry representatives.  In 1995, a
 subcommittee of the National Environmental Justice Advisory Committee (NEJAC) requested that EPA
 look into developing a national policy for relocating residents affected by Superfund sites. Elliott Laws,
 then Assistant Administrator for OSWER, followed up by issuing a memorandum in May of 1995
 announcing the Agency's  intention to develop such a policy. A Relocation Roundtable was held in May
 1996 to provide an opportunity for citizen and community input regarding relocation issues and concerns.
 The current series of forums on relocation provides additional opportunities for industry representatives
 and other stakeholders to offer information and raise issues for consideration in EPA's development of .the
 relocation policy and corresponding guidance.  Ms. Davies added that the Agency does not have specific
 preconceptions of what should be included in the policy.

       Ms. Davies next presented some background information on Superfund relocations.  The use of
 permanent relocations at Superfund sites has been limited, with only 16 cases in the history of the
 program. However, many temporary relocations have been implemented as part of both removal and
 remedial actions. Relocations are conducted within the context of EPA's two main goals at Superfund
 sites:  (1) to protect human health and the environment; and (2) to make the land available for productive
 use. Generally, permanent relocations have been authorized in the past for two reasons:  engineering
 and/or human health.  She noted that the Agency takes the decision to relocate residents  seriously,
understanding that the decisions involved and the moving process are very stressful events forresidents.

       Regarding the purpose of the discussion, Ms. Davies stated that the Agency is specifically seeking
input  on the process  of deciding whether or not to relocate, as well as how to conduct the relocation.  This
includes looking for other authorities and resources available for use in relocations. The feedback from the
stakeholder forums will help to clarify how relocation fits in with Che overall site management strategy.
Ms. Davies expects a draft policy will be issued as a Federal Register notice in the summer or fall of this
year.  As part of that effort, the Agency will prepare a responsiveness summary. A public comment period
and a public meeting will occur following this publication.  A final policy is possible in 1998.

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                        Mary Skelton Roberts, the discussion facilitator, began by identifying overlapping interests for all
                stakeholders in relocations. These interests include the community, federal regulations, and land use.
                Local issues are also important for stakeholders directly involved in specific sites.
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                        Ms. Skelton Roberts then listed the objectives for the discussion:
                                                                                      la :,
                        •       Assist ICMA in informing their constituents about the issues associated with relocation;
                        •       Gain insight and gather information from industry representatives on the important
                                considerations regarding relocation issues; and
                        •       Share experiences of current industry relocation practices and discuss the lessons learned
                                from those experiences.

                        Each participant and observer then introduced themselves and stated his or her expectations for the
                gay (a list of attendees is attached). Common expectations included sharing perspectives and concerns,
                lilliliEgto other's perspectives, sharing experiences/best practices with relocation, and gaining ideas to
                Ijpng back to companies and communities. At the conclusion, Ms. Skelton Roberts reviewed the ground
                rQles for the discussion.
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               :Sr- ..... ;::;;!',;-IoA!lgrGripth, of EPA,,, provided an overview of EPA's experience with relocation.  She began
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                            r guperfund), which grants EPA the authority to clean up sites to protect human health and
               .^^YJJPpSJSSBli	13,4	Sl£	§aii0,n,aJ,	£°H$i,nge,ncy P,lan (NCP,)? which sets forth regulations to implement
               CjiRCLA Pr°Y'si°ns-  Two types of response actions are identified in CERCLA: 1) removal actions are
               l||ed when immediate action is required; and.2) remedial actions are used in longer-term, non-time-critical
        	events.
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                       Ms. Griffith explained how relocations fit within the context of CERCLA and the NCP -
               relocations are one type of response action under these authorities. Temporary relocations may be
               conducted during removal and remedial actions, while permanent relocations are considered only under
               EPA's remedial authority.
               the
                       MS. Grriffith next outlined the remedial response decision process and where relocation comes into
                   decision on a site. The first step is a remedial investigation to characterize site contamination. Next, a
                       .....    ......            ..... II ...... anffiiiS ..... d,^te.FmJne- if ffiy ^^ er ac*!P.nJ§ ...... He,c,e,s_sary at tne site-  Then a
                       bll ..... 5Bi§v, °!,,£— — HP ^^o115 ^s conducted, if necessary. In the feasibility study, relocation may be
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                   iMlIl  ...... || ...... |1 ..... ggtipn. ........... During the feasibility study, a comparative analy sis of options is conducted in
                   pfj gigg^gp^ a^>nS various clean-up activities are examined. i In^this^analysis, EPA uses the nine
                   &3D££&2R ...... i|s,l|,9£ ..... IS ..... SSPJP316 various clean-up options and select an alternative that is protective  of the
                   and ..... satisfjesstatujory ..... requirements. ..... The ...... nine ..... remedy selection ..... criteria listed in ...... the NCP are:  ........................................
                                 i , ' •         '   "         -      '  il, • •      '.••'•   ,  ••• i, ! '•,:-  '      .      :  • •'
                                Overall protection of human health and the environment;
                                Compliance with applicable or relevant and appropriate standards (ARARs);
                                Long-term	effg'cg veness;	
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                   Reduction of toxicity, mobility, or volume through treatment;
            •      Short-term effectiveness;   :   .    -  .      .
            •      Implementability;          ;  '   -                                .
            •      Cost;
            •      State acceptance; and
            •      Community acceptance.
    
     Remedy .selection also must follow CERCLA provisions requiring that the selected remedy be protective
     of human health and the environment, comply with ARARs, utilize permanent solutions to the maximum
     extent practicable, satisfy the preference for alternative treatments, and be cost effective. Ms. Griffith
     clarified that cost effectiveness involves evaluating overall tradeoffs between alternatives and cost. The
     evaluation of cleanup alternatives appears in the Record of Decision (ROD) for the site and public
     comment is solicited on the selection of a remedy.
    
            Ms. Griffith then explained that EPA cannot simply buy out affected areas rather than clean them
     up, because CERCLA requires the Agency to select remedies that are protective of human health and the
     environment.
    
            EPA has selected permanent relocation as part of the remedy in 16 Superfund cases.  The two
     primary rationales behind this selection are health considerations (risks exist that could not be otherwise
     addressed in a timely manner without reloczition) and engineering considerations (homes require
     demolition to properly implement the clean-up).  Temporary relocations have been selected in many cases
     due to immediate or acute risk to human health or potential risk or danger during clean-up implementation
     (e.g. emissions, heavy equipment, concerns about liability for potential injury).  Most temporary
     relocations are short-term, but some cases have eventually resulted in permanent relocations.
    
            Regulations for implementing relocations are found in the Uniform Relocation Assistance and
     Real Property Acquisition Policies Act (URA), developed and overseen by the Department of
     Transportation. The purpose of these regulations is to ensure that people are treated fairly and equitably in
     cases of relocation.  The URA covers property acquisition procedures and relocation benefits that are to be
     offered to residents. Ms. Griffith noted that the U.S. Army Corps of Engineers and the Bureau of
     Reclamation perform relocations for EPA.
    
           Michael Lythcott asked how the URA approach to treating relocated individuals compares with
     the Federal Government's own employee relocation policy.  Several EPA personnel responded that they
     were not familiar with the government's policy for comparison, but they indicated that this issue would be
     investigated.
    Escambia Pilot Project
    
           John Cunningham of EPA briefed participants on how the decision to relocate was made for the
    Relocation Pilot Project at the Escambia Woods Superfund site in Pensacola, Florida.  He began by noting
    that CERCLA places certain restrictions on the use of permanent relocation as part of a remedy, adding
    that in drafting the law, Congress meant for this type of relocation to be uncommon. Both removal and
    remedial authorities were in use at the Escannbia site.  He also stated that neither a Remedial
    Investigation/Feasibility Study (RI/FS) nor a baseline risk assessment was completed at Escambia before
    the decision to relocate was made. However, the analysis did provide sufficient data to decide on
    

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    ' jlljliiviiilini'tf'iiinajifi::ii!ii|iH!iiiiPiijijijiiih• ..minf\v? iiiiinmwpi sinil11! <<*KMK jinir .' < w;,iniiif mi:n uiliiiiiiiinjiii • mif Mtf^\ \w^"i' • n >'Wtf\ AAva ,">.:,I-Mi:.. '.IIT; ii,,iy MI:„:i:,i •.7nii,1:"<'ii„„!!;, r;•,,,i»,„ j,, .,,,1 !»;i. •,, i: L;; if!;*,ii;!;!]1;,,;tv';:.; ^: >,|.•::niuj11:• .,,| <'>-' '> -T*1' "actions at Escambia. Much of the RJ/FS will be i completed. The Agency did have
    
                                             ^?n asked whe^e3;,^|g.^rJBsHJt.t;Q,^,gide who should and should not be
    
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         'I liii;. ",:\'.t:,';. ijjir^i;; ^ii^'l^;, s^ijiliiiiiiy;. "kuLa,,	£°™™yn.ity across the street from the initial area was added to the
                      :i::;::':: "* '.^'::;;"' ^S,;' relocation.	,	
                                   ...'.,.  7"   "    ."^IKJjgte^^^^feiJity °f alternative housing was considered in the
               'WI-. ^^'^^'^^^•^^On' addin§tnat one must have ,c:omPassion and not just give money to people who
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                                                   *  f£f£P^^,/^£.(^1^*.^/W|^^coKcem, especially with those living in
                                   Subsidized housing. EPA is working with U.S. Department of Housing and Urban
                                 -  Development on this issue.
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     Case Studies
    
            Del Amo, California - Larry Bone. Dow Chemical
    
            Larry Bone began his case study presentation with background information on the Del Amo
     Superfund site. The site, located in South Los Angeles, housed a closed synthetic rubber plant that had
     operated until the 1970's. It is located next to the Mdntrose Superfund site.  The Del Amo site consists of
     six styrene tar pits and evaporation ponds.
    
            The contamination around the site v/as discovered after an Agency for toxic Substances and
     Disease Registry (ATSDR) preliminary health assessment.  Sampling in yards near the site revealed
     contamination by^DDT. A temporary relocation was recommended after this finding. Despite extensive
     further sampling that showed the area was safe, the families demanded to be moved. Thirty families have
     been temporarily relocated for three years.
    
            The remedy selected for the pits was placement of a cap; the ROD assumes that the property
     immediately adjacent to the pit site will be permanently closed.
    
            A relocation agreement was developed among the PRPs at the site: Shell, Dow, and the U.S.
     Department of Justice (the U.S.  Government had operated the rubber facility during World War II).  The
     parties negotiated the purchase of 65 properties and the relocation of all residents immediately adjacent to
     the pits.  As part of this process, Dow (at the request of the community) hired Michael Lythcott, an
     independent relocation consultant, to work for the community.  Mr. Bone emphasized the "win/win"
     decision at this site: the most protective remedy is implemented, the long-term temporary relocation is
     ended, the relocated residents are made financially whole, and the remaining community has a better place
     to live.  He noted that there were no real health reasons for the residents to permanently move and that
     they did so on a voluntary basis.
    
            Mr. Bone emphasized two key points about the Del Amo relocation to be applied to a general
     approach for industry-led relocations. First, the relocation boundary and the reason for it must be firm.
     Second, a guiding principle for a policy must be to make people whole, starting from the beginning of the
     relocation proces,s.
    
           He then discussed the property appraisal process for the relocation. Mutually acceptable
     appraisers for the company and the residents were used. The appraisals were based on a comparable
     standard to similar properties rather than a direct assessment of the value of the property. This approach
     reduces the problems of residents not being able to afford a new residence, value deflation due to
     environmental factors, and the possible liability issues for the company in calculating lost property value
     due to property damage. Renters were offered a differential sum based on the rent currently paid and the
     length of time lived in that residence to account for the lesser increase normally experienced by long-term
    renters. The company set up a relocation center in an empty house in the community. Benefits provided
    to affected persons included rent loss to landlords, moving allowances, closing costs, property  tax
    differential, and both a community and personal consulting allowance to hire legal or technical experts.
    For residents that did not relocate, the company provided funds for a panel to discuss future land use,
    funds to build a park in the area, and below market rate home improvement loans for the remaining
    properties.
    

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            Michael Lythcott
    
            Mr. Lythcott discussed his overall experiences and recommendations for conducting effective
    relocations. One important factor is establishing credibility with the community. This includes gaining
    their trust and developing fluency between communities and corporations.  He stated that industrial plants
    usually have a good community affairs program, but often have different attitudes towards the fence-line
    residents versus the general community. The plant's knowledge about these residents is poor, while the
    community views'the plant's public affairs efforts as designed to protect the plant. The individual chosen
    to reach out to the community is,important in the relationship.
                                                                                                   "* •
            These fence-line communities often share similar characteristics, such as poor and/or minority
    residents with marginal employment. Many of these areas started as residences for plant employees, but
    with the passage of time, these individuals move to the suburbs and the properties are then rented out to
    poorer families. Residents often feel trapped as well as resentful and fearful towards the company. The
    situation of these individuals may attract national environmental groups or lawyers, but the intentions and
    agenda of these outsiders is sometimes divergent from the community's needs and interests. To help
    remedy this problem, plants need to change their perceptions of those living on the fence-line.
    
            Mr. Lythcott listed common reasons for relocation: release scenarios; remediation activities;
    response to community requests; and expansion of plant property.  He noted that relocations allow the
    plant to develop altered relations with the new fence-line community. He also stated that communities
    would rather avoid litigation and work out relocation issues without lawyers.
    
            Triggers for the community's-desire to relocate may be fear of toxic exposure or uncertainty about
    what is  happening, so they blame the facility. Mr. Lythcott related the needs of the residents to Maslow's
    Pyramid, a hierarchy of human needs. While most individuals are focused on simply maintaining their
    current  status, those conducting the relocation must understand that these residents are operating at the
    level of basic human needs:  immediate safety and security. This understanding helps in communicating
    with these residents.  It must also be recognized that these communities are likely experiencing economic
    decline and even destruction of an economic base due to the association with a Superfund site.
    
            Mr. Lythcott then recommended that the design of a relocation policy should rely on two guiding
    principles:  separate community demands into what they must have and what they would like to have; and
    conduct the relocation in a manner that makes residents financially and socially whole. Other suggestions
    included:
    
            •       Realize that relocation is a family-centered activity with real estate issues;
            •       Use the company's employee relocation policy as a basis for the community relocation
                   policy;
            •       Gain intelligence about the community and credibility with residents;
            •       Create a context for relations beyond the polluter versus victim relationship  (e.g., allow
                   residents to see corporate officers as family people and homeowers); and
            •       Use a facilitator who has credibility in both worlds.
    
            Overall, a community-oriented policy that is based on the actual needs of people leads to a
    win/win outcome. This can be achieved by supporting consultants and local activists and including the
    community in the decision-making process. A community-oriented approach has significant benefits for
    

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                  those conducting the relocation, including reduced consulting and legal fees, reduced mediation time, and
                  reduced relocation expenses.
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                  Questions and comments to Mr. Lythcott:
                                     •;:'•:•. ":r :; ,::,".'•.'; ........ : " ..... " ," ,; r : ; ...... ;. "  ':;:"  ;;,: ±"; ;,;;:;" r-, ",:" :;;:";; :T: ..... > ........ : ....... "• ..... ................... r.
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                         •       Elaine Davies asked Mr. Lythcott whether the timing for bringing in a consultant is
                                 important.
                                " Mr. Lythcott answered that the timing is critical.  The_ relocation process must be
                                 examined before a consultant is introduced to the community. Early involvement is a
                   *            critical factor in  the success of a relocation program.
                         •       Larry Bone commented that it is a challenge in that a third party can never be neutral.
                         •       Jocelyn White added that there is no correct answer for the timing question. It is
                                 situ^iPrn:sPeciric and will be successful when the community asks for a consultant, rather
                                 than having one forced upon it.
                                 Sue Briggum asked what advice Mr. Lythcott would have for EPA.
                                 Mr. Lythcott responded that 'the Agency should look at the definition of health and welfare
                                 Gndfindaway [to bolster •these definitions, study the cost comparison of temporary versus
                                Perma^ent Ie)°9ati9ns> a^d make t.he Army Corps of Engineers compete more for
                                 relocation business.
                         •      Alexandra Dunn  asked what are some thresholds  for when to relocate.
                                Mr. Lythcott answered that health is important, especially genetic marker research.
                                However, the threshold is always changing.  A rigid line may offend some  communities,
                                so the thresholds should be softened.
                         •       Roxanna Mero asked how outsiders can break .down the : barrier of being viewed as the
                       '1'          .......... ............................. '  ................................................ ...........................
    '((MfifC'f	{•:
                    Mr. Lythcott suggested to identify influential people and talk to them; look at what you
                    do; and know how to enter the community.
    '•; ,  iaa!j|::; I1 ."I";:     ' 1	1	          	           "                ,     "I I'       '   <       '           "
             Pom     Lakes. New Jersey - Bernie Reillv and Frances Gaines
    
        1    M& Illly of Dupont began the case study by discussing the background of the Pompton Lakes
    ;• s'6«in New Jersey.  The site is a closed explosive manufacturing facility that had been operating since the
     ^IJy 190°'s- A site-wide clean up order was issued in 1988, which led to the discovery of contamination
     '",SS^XE^flEJ1!3]vaix!s-  I* was d5!erm,in£d that the migration of lead and mercury had occurred
       !?u?  ^P6^^ %°dini ,°ji^ !^e ^^^"'^l3!?3 fr01?1 a n,earby stream. A temporary relocation was
    in^uted yhile140 yards of contaminated soil was removed. No immediate health risks were identified.
    1 ilillljlii'lllliii1 I'1!'",,!!]'"!:! "Illil1 'i R, Tf
                      i  , ,.,,,,, .,.   .
                      f ^u?°n| hired I PHH as a consultaiit |Q plan the relocation of affected residents. Ms. Gaines of PHH
                     discus,sed general practices for conducting relocations. She began by comparing the Pompton Lakes
                     °, A&SSJSK gifeil? SRSteter, New York, where 200 homes w,ere affected by methyl chloride detected
                 in. jhe ground water. She noted common outrage by the residential communities at both sites even though
                .'.^ilbST.SL^^jlSIS WS§ Jife-tnreatening. A major challenge in relocations is addressing neighborhoods' and
                 l-edents' immediate concerns.
       i'ip1 a*1!1; i1 ..... wit
                        Ms. Gaines |hen outlined steps for planning the relocation. The first step is to listen, analyze, and
                formulate a plan. The next step is to communicate with stakeholders, the community, and the press. The
               - '.fill!,, step is implementation of the plan.
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            She then presented principles to build into every step of the plan. They are:
    
            •        Stabilize the situation;                                   -                   '
            •     '   Restore the community character as much as possible;
            •        Protect the community character;                          '
            •        Promote freedom of choice; and                                               •
            •        Be aware of setting precedents - be prepared to offer benefits to communities before and
                    after the current relocation.
    
     ,  .     PHH established, a tiered program for relocation activities based on standardized criteria that set
    definite boundaries for who is and who is not eligible for certain benefits. The first tier consisted of
    residents whose properties would be bought out, the second tier consisted of allowances for residents not -
    directly affected by contamination, and the third tier was made up of other residents who would be part of
    a Community Advisory Panel. The program covered both homeowners and renters.  In addition, the
    program was oriented toward encouraging residents to stay in their homes.
    
            Success in relocations involves building community relations through earned trust, open
    communication, and addressing heath concerns. Success is not total avoidance of lawsuits. Other
    important elements include consideration of neighbor's needs and keeping promises.
    
            Ms. Gaines identified common issues that arise with relocations based on her experience.  These
    include indirectly affected parties wanting to be included and some people seeing the opportunity  for
    windfall profits. Another common issue is that perception often becomes reality for residents. She noted
    that the perception is what really  matters. Those conducting relocations should also expect the
    unexpected. Specific advice to EPA focused on earning trust.  Elements of this goal include:
    
            •       Appoint a high level person to be directly responsible for relocation activities;
            •       Have an adequate budget;
            •       Maintain a continual presence in the community;
            •       The on-scene agency representative must be a good communicator;
            •       Have a clear vision of the project;
            •       Get things done on time; and
            •       Remember that the community is a stakeholder.
    
    Questions and comments to the presenters:
    
            •       Suzanne Wells asked how the relocation was weighted towards having residents stay.
                   Ms. Gaines responded that the company offered benefits such as home improvement
                   allowances and mortgage subsidies to encourage residents to stay.   •
            •       Michael Lythcott noted that stabilizing property values is very important.
           •       Elaine Davies askedjwhat criteria were used to distinguish between the need for
                   temporary and permanent relocations.
                   Ms. Gaines answered that if the lawns had to be dug up, full benefits were offered.  Those
                   residents across the street from these properties were given an allowance.
           •  .     Leonard Shen commented that toxic tort suits are common, but EPA may influence
                   lawsuits by the way it conducts itself. Secondly., communities are not monoliths;  upper
                   classes may get undue advantage  in litigation.
    

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    niil	
    	I	!
                                 Ms. Gaines responded that in its communication, EPA may undermine what the
                                 corporation is trying to achieve. Therefore, communication between EPA and'the
                                 company is important".   ,""'.",'  ,'    ',-	,.,'".'„'".  '".„','., "',',  ,',''.", ,!,!   ,"	",','.'   '.,	 ,. ',
                                 John Mitchell commented that perception often outweighs reality.  Guidelines should be
                                 developed for the real estate process, including appraisers and bankers. Lenders
                                 sometimes "red line" the community due to appraisals with environmental concerns and
                                 hazards. He asked whether appraisers were educated as to the company's intentions.
                                 Mr. Reilly responded that meetings were held to inform appraisers of the intent of the
                                 process. The company also indemnified lenders to secure loans for residents.
                                 Michael Lythcott commented that EPA's role shpujd be as a champion for the community
                                 It is important to have an early and sustained community involvement effort. If the
                                 community feels that it can turn to EPA, litigation will be reduced.
                  Large Group Discussion
    
                         Following the case studies, the participants discussed a number of issues as a precursor to the
                  more focused break-out groups.
    
                         The Role of EPA
    
                         John Oldham opened a discussion of EPA's role in relocations by commenting that the anxiety
                  that exists in the community is reinforced by PRP's and EPA acting together during the investigation. This
                  rcsults in a "black hole" that attracts lawyers and activists, as well as residents blowing the problem out of
                  proportion. EPA's job should be to educate the community and to explain the steps of the process,
                  including schedules and deadlines.
    
                        John Rhodes added that the Agency needs to acknowledge and apply the existing DOT
                 regulations in innovative ways that focus on people.
                  ii i     'iii ,'m; !' «»	iii,iiilii;i|i< i, iri'uiiii; "»! i '• •,:, ii,'.n	,,,:••,i	«•  i, MI   	  r,i	IT., , ,,4 ,,, , ,s ,„  „ ,   	,	 „ ,	„  ,	,, ,,
    
                        Jocelyn White emphasized that community relations are very important. It should be recognized
                 that EPA is limited in  what it can dp,.  Therefore, the Agency should focus on how to do the best job it
                 within its limitations.
    can
                        Sue Briggum suggested several other components of EPA's role, including facilitating the
                 relocation agreement, providing information in a way that is constructive to the process, building trust, and
                 communicating directly with fence-line residents.
    
                        Michael Lythcott noted that communities are not monolithic.  Diversity exists in language, home
                 ownership versus renting, and personalities.  Solutions are found through focusing on common problems,
                 which helps in negotiating agreements. He also suggested using insurance companies as a resource to help
                 solve problems.
    
                                                                              	:lr... I1!!!!!!!1'!:";„!,
                                                about the Agency's threshold for performing relocations: what kind of
                S1|?f qualify and are health considerations always the main factor?  Bernie Reilly responded that who is
                spending the money is the real issue.
    i ii id  i  i
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            Larry Bone commented that EPA's role is not to be the community's advocate. He believes the
     Agency should be sensitive to the community's needs, but remain above the fray. He also noted that lack
     of responsiveness and communication from Agency personnel during relocations is a large problem.
    
            Thresholds for Relocation
    
            The discussion then moved to factors in the Escambia relocation, beginning with Kelly Stynes'
     comment regarding criteria for permanent relocations when the message from Escambia seems to be that
     fear, rather than health risk, was the deciding factor. EPA staff responded that because Escambia was a
     pilot project, some flexibility was available in the decision to relocate. Michael Lythcott added that in
     addition to property damage, other factors v/ere explored in the pilot, such as economic and social effects
     on families as well as stress effects.                                    .                     -
    
            Kevin Cahill raised the issues of risk communication and timing as significant problems in
     relocations. EPA deals with matters associated with the company, while in the meantime the community
     concern rises. EPA must seriously consider how to communicate risk because people do not understand
     the nature and effects of the contamination.
    
            Dave Mentall asked about the success of other federal government relocation activities and how .
     they compare with industry-led efforts.  Suzanne Wells responded that the Department of Energy has had
     successful relocation projects working with its Center for Excellence. She added that EPA could learn
     from these projects. Sue Briggum commented that at sites such as Hipps road (which involved waste from
     the Navy), it is often difficult to get Federal Agencies involved. The government needs to find a way to
     operate in these situations with less contentiousness. Ms. White discussed a Department of Defense clean-
     up that resulted in the temporary relocation of residents in her own neighborhood in Washington D.C.
     She noted that the relocation was successful because it was done quickly and efficiently and  the treatment
     of the community was very good.
    
            Examining specific thresholds for relocations, Alexandra  Dunn offered health risk and fear as two
     potential criteria.  She also noted the need to distinguish among these factors for temporary versus
     permanent relocations. John Rhodes added that land use and zoning should be included in a relocation
     strategy, using the Brownfields concept as an example.  Larry Bone commented that in establishing these
     criteria, distinct boundaries based on health and risk need to be established for when relocation is
     necessary.  Mr. Rhodes offered two main categories for criteria are health and engineering, or the ability to
     produce viable property.  Bernie Reilly added emotional factors as a consideration when making
     relocation decisions, but only after credible, science-based risks are established.  Kelly Stynes questioned
     how emotional issues could be fairly defined to a PRP, noting that activists and lawyers often create fear
     among residents.  Jocelyn White stated that emotional issues and communityxoutrage need to be separated,
     as this outrage will influence the decision and the relocation strategy.
    
           Leonard Shen then commented on liability issues in relocations. The Agency must keep in mind
    how relocation decisions fit within the liability provisions of CERCLA.  If relocation costs are intangible
    (e.g., emotional factors, stress), fairness to PRPs may need to be examined.  The liability system may need
    to be re-evaluated to weigh in other factors. Michael Lythcott provided an example of this situation in
    which the New York Supreme Court found that a utility was liable when homeowners' property values
    were affected by the perception of risk posed by electrical transmission lines, despite a lack of clear health
    effects.                                                                      ,
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    iiii i
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    1	
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    i	
                          Scope of EPA's Relocation Policy
    
                          Alexandra Dunn moved to a discussion of the scope of the relocation policy by seeking
                  clarification on what sites are included, such as NPL sites, state sites, or Superfund sites. EPA personnel
                  clarified (hat this, policy applied to Superfund sites only, but several participants commented that the
                  policy will have ramifications for any type of clean-up action, as well as on rton-Superfund issues.
    
                  Break-out Groups
                         The participants were divided into three small groups and asked to discuss several issues in detail.
                  Each group was given a policy-and a guidance-related topic related to relocation and asked to address this
                  issue in the context of two major questions:
                         0)
                         (2)
                                                                                   ,*
                    Under what circumstances should permanent relocation be use as a part of a remedy? and
                    What policies or guidelines should be followed to accomplish a fair and reasonable
                    relocation?
     The approach to this assignment taken by each of the three groups varied.  A summary of each groups'
     discussion and conclusions is provided below.
    
            Group 1 - Risk Communication/Real Estate Issues
                                                                      /       "!	„	',":"  ".'..'.'  "•••'•'••'
            Risk Communication
                      w                                                                             f
                                                                i  i
            The group began by acknowledging that no matter who says it or what is said, residents never
     believe there is no risk. The Agency needs to understand how to properly communicate risk. Jocelyn
     White noted that regional differences exist in acceptance of risk in the United States, with residents in the
     Nort^ea§Jjn;Qjg.toJgriEHit;,in general. Keys to risk communication suggested by several participants are
     working early in the process and working closely with the community.
            t, ,"!!„, ,' " .ni'^ji . I;:.l;i,pjn|l1, ,,.	™	I ',,„ 	 H,,,,,  	,		 , ,, „ ,, ,. ,„,,	A,1 	p,,,!,!,,	 	I	».. „!,',! 	-	,  ,	 ,	lf. ,, ! J
    
            Participants noted that risk communication should build upon  existing community relations and be
     directed to the fence:line residents, lyls, SkejtQn Roberts offered a model of collaboration that represents
     information-sharing among various groups. A primary group consists of those making and implementing
     the decision. This, group is made up of actors  who can support or thwart the process.  A secondary group
     consists of nearby  residents, while the tertiary group is composed of those in other communities.  Ms.
     Skelton stressed that each group should be feeding information to all other groups through publications
     and the media in order to keep information flowing.
            The break-put group indicated EPA has difficulty in helping all residents, both those relocating
    and those remaining.  Participants suggested that a tiered program offering different benefits based on
    proximity to the site would better satisfy the community.
    
            When communicating risk to residents, important considerations include choosing the right words
    to help residents understand and accept the information. Knowing and preparing for the audience as well
    as keepingi aware^of Bone's own behavior are other key strategies.  EPA should coordinate with the PRP and
    a third party to develop and implement a communications strategy, agreeing on the message to the
    community well before the start of the relocation process. EPA should also continually articulate its role
    tii
                                                                12
    

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     and limitations to residents to clarify expectations: Timing of communication is also important; EPA
     needs to communicate the information first and engage in.a partnership immediately.
                                                                                            X'
            In summary, the group identified several factors in determining when relocation should be used as
     part of a remedy, including immediate health effects, cost effectiveness, and disposition of property to be
     acquired. Several participants emphasized that decisions on when and how to communicate risk should be
     data-driven. The framework for this decision  should be based on proper communication, sampling data,
     and the use of science in a way that is comfortable for residents.          -
    
            Real Estate
    
            In response to the second question, the group focused on real estate issues. Participants
     commented that the appraisers selected should  have a high level of certification and experience with
     relocation.  This aids in his or her ability to interact with residents who are being relocated.  Appraisers
     should be considered and selected based on bedside manner and cultural factors. In addition, appraisers
     with the appropriate certification for residential properties should be used. Another suggestion was getting
     two appraisals (letting the community pick one appraiser and the government pick the other) to reduce the
     feeling of victimization among residents, as well as to ensure the inclusion of data from owners that affects
     the value of the home.
    
            The appraiser should also be properly instructed. Some in the group felt it is better to give few
     instructions and integrate any necessary adjustments into the whole relocation program, rather than
     including adjustments for special circumstances in the appraisal itself. The appraisal  method could be
     built into the policy to allow compensation to be put in where necessary.  The special circumstances to be
     considered in appraising these properties center on acknowledging these properties are not for resale and
     the appraisal will not have an effect on other property values.  Factors such as appraising as if no
     contamination were present and taking into account stoppage of maintenance on homes (once owners
     realize that resale is unlikely) were identified.
    
            The appraisal policy at a specific site should be customized to consider the amount of available
     alternative housing and local economic conditions, including understanding of the real estate market.
     These steps help to protect the integrity of the appraisal process.
    
            Group 2 - Public Welfare/Safety Nets
    
            Public Welfare Impacts
    
            The discussion began with a question on how the issue of welfare currently fits into the statutory
    framework for relocation. Although welfare is mentioned in CERCLA section 104, it is not considered
    later; furthermore, health effects are considered a separate issue.  Much study has been done on defining
    health effects, but not as much thought has been given to the idea of public welfare. It is hard to compare
    the two ideas because welfare has not been adequately defined in the statute. Mr. Lythcott mentioned his
    company's approach to thinking of public welfare. At each site, they discuss and "brainstorm" the nom
    health related impacts on the community.
    
            There does not appear to be a lot of flexibility in the statute to define welfare because the criteria
    for permanent relocation are so narrow; does there need to be a change to the statute to give EPA the
    authority to consider welfare more broadly? It  was determined mat there needs to  be a legislative effort to
    
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      define welfare more clearly. Defining it will also eliminate welfare as a loophole currently being used by
      environmental activists.                   '                                                 '„
             I    nun    ii i   .""i i ."''•„ •','/' ,.ii, '1,,'ni nil; "I",1 iiii; 'i,  , ',, ,"  ' " "• , .. .i,, :i!,i ir,1 ,„ • "„ • - '  •;• " . M", i',i IP • . /' 'i "!;«ii: i:  A'lipii,!. ', .,.•• ,: .ir. ,», ', mil ..... 11, ",J. .' ,11 LI* ':'. w !«..;.„!•.  ." • , i"    i
    
             A major issue raised was the current authority under the statute to use "welfare" to authorize
      relocation. It was discussed whether welfare should be a part of the relocation policy at all. The group
      decided to set aside the question of whether welfare should be included in the statute. Assuming that
      Welfare is appropriate to guide relocation, the group decided to concentrate on how it should be
      incorporated into the policy and what principles should guide it.
    
             Mr. Lythcott felt that, much like ATSDR, a team of sociologists should review the members of the
     community to characterize their social health and pathologies. A bright line could be established between
     those people with i or without mental welfare concerns. The need for legitimacy in determining actual
     Stress was ngtgdv  There will be discrepancies in people's emotions due to outside pressures from people
     who are not paying for the relocation, such as environmental groups. People often "feel" stress when
     presented with the possibility of obtaining compensation if they have stress. However, the issue was
     raised that the  science was not there to legally evaluate psychological effects. An additional concern was
     how to make a national policy based on the specific concerns of a community.
                                                                      '
                        raised the issue that you cannot base a policy on people's fears;  everyone has
     different fears. Community members do need to be protected; therefore, health-based investigations are
     done. If real risks are •found, tfien rfiloqatipn should M               felt that relocation should be an
     individual infoniied decision, npt a decision made for individuals. He stressed the need to give people
     their options and let them address their fears by making their own choice:  give the community members
     the option to stay or leave. People who are willing to stay should be compensated with something like a
     home improyement loan or property  value guarantee. The homes left behind will be sold, but it shouldn't
     become a low-income community. The home should be priced at a fair market price with subsidy
     compensations: a property value protection program. People who are less concerned about the risk will
     move into these neighborhoods to replace those who decide to leave. Being a Superfund site does not
     necessarily mean property value loss; it depends on the PRP response.
                       I                  „ ,
                                       .......        M           i      ii inn    i  i   1 1     ii          i i ii
            The question was raised of how to incorporate into the policy this idea of allowing people to make
     personal decisions. Mr. Oldham remarked on his company's site in Mississippi.  They have worked with
     the community to create solutions other than litigation to please activists and all involved parties.  The
     members of the community did not trust the local government.  They trusted the company to clean up and
     redevelop the site based on community input.  It was expressed that relocation should be the very  last
     resort; the money should go into rehabilitating the community instead.
            Mr. Shen raised the issue of whether this was the right statute under which EPA should make
    these welfare decisions. Assuming that welfare is incorporated into the Superfund relocation program,  it
    should be defined jg a broad vpy given societal trade-offs.  He raised the issue of retroactive joint and
    several liability. As an example, he noted that there is a difference in a knowing polluter from eight years
    ago who should be liable versus a polluter from eighty years ago who was following the law. Should the
    original PRP be liable now for any issues other than health or environmental threat, such as fear? EPA's
    discretion to apply welfare standards should be applied narrowly so as not affect a company in that
    situation. The status of the PRP should be included in welfare decisions. Thus, welfare issues should be
    tailored to the, gquities of the situation.
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            It was discussed that relocation should be triggered by economic harm to the homeowner, such as
     property value diminution. However, there is an equity issue involved -- who arrived first, the plant or
     the members of the community? Did property values decrease as a plant began operations in an existing
     community or did people move around an existing plant site? Often neighborhoods were built around the
     plant. Mr. Oldham noted that real estate always goes in cycles. Even these fence-line homes will have
     varying values.
    
            Mr. Shen noted how common law has guided property value diminution claims. Non-statutory
     causes of action should not be forgotten as  a means to help guide CERCLA  in creating equitable
     standards. Specifically, tort law has contributory negligence issues. Under tort theory, full liability would
     not be assigned to a company that polluted 100 years ago if three years ago another developer knowingly
     converted the land to homes and sold it without telling the buyers. In this situation, all of the relocation
     costs should not go to the original polluter. The idea of welfare ties into this concept of loss of property
     value purchased under false pretenses.
    
            The group considered whether relocation could be triggered by welfare that is just defined by loss
     of property value.  There are many reasons for loss of property values, such as building a stadium, so why
     are property value decreases being discussed for Superfund, which is a statute to protect health and the
     environment.  Why should it cover property values?  Is the welfare issue just associated with loss of
     property value?  It was decided that welfare should not be the sole trigger. It needs to be considered, and
     diminution of property value is just one part of that issue. It becomes a question of how much weight to
     give property value in evaluating public welfare.
    
            It was pointed out that industry would be concerned by how welfare is defined or applied because
     it is a different issue than health effects and is very political.  The entire relocation issue is very political
     and requires negotiations with the PRP and the community.
    
            Safety Nets                                                   .
    
            Mr. Lythcott explained how his company provided independent, minimum appraisal values to
     assist community residents adjacent to a site in Louisiana. Another safety net was rent loss protection for .
     landlords. This was a payment to landlords who have stopped renting their property for fear of
     contamination, or have had to reduce their rent to keep tenants. A rent differential was provided based on
     length of residence. A sweat equity safety net was also provided. This approach provides compensation
     to homeowners who have remodeled their property, thus increasing its value. Equity position protection
     puts homeowners in the same equity position in a comparable property with compensation for interest
     rates if they increase.  The PRP should encourage banks to invest in the families moving to comparable
     homes.  It must also be determined if the homeowner was responsible for any negative environmental
     effects to the property. If so, there should be a reduction in their benefits. A question was raised as to how
     to deal with relocated families who move to comparable housing, but have their property taxes increase.
     Mr. Lythcott explained that his company paid closing costs on the old and new properties.  They also paid
     the difference in the tax bills for three years. It was suggested that the local government should handle this
    tax differential issue. He also mentioned a consulting allowance safety net to help compensate for divorce
    expenses or family counseling, which is often needed at these relocation sites.
    
           Another issue raised is that people living in homes that were not decent, safe, and sanitary would
    be moving to homes that met this standard;  improving their surroundings is a type of safety net.
                                                   15
    

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                  I	
             P.i$PV'^iQILthein,fQcused.,iqn.;nandatory versus voluntary relocation, the latter of which is much
     more flexible. A vpluntary clean-up could utilize community input more effectively to create a better
     Situation. Putting all decisions in the hands of EPA reduces the flexibility to come up with creative
     solutions. It is harder to negotiate a fair settlement with the community.  With voluntary relocation,
     decisions can be made on a community-specific basis, addressing their particular concerns.
    
            . It was noted that a relocation guidance document should provide a high level of flexibility.
     However, there should be a consistent structure that can be used natipnally. An important consistency
     feature is to start any relocation effort on the premise that information at the community level is needed,
     such as speaking with people dpor-tp-dpor. It was recommended that a proactive approach be used to
     provide fair treatment to everybody involved.
             Group 3 -threshold Criteria/Stakeholder Skills Issues
            Threshold Criteria
            Elizabeth Zeller noted at the beginning of the discussion that CERCLA sets specific criteria for the
     selection of permanent relocation as part of the overall remedy. Under section 101(24), the definition of
     "remedy" or "remedial action" includes the costs of permanent relocation of residents and businesses
     where the President determines that relocation is more.cost-effective than and environmentally preferable
     to ^e tr^P?PS—tio,2; ^l^^r.fr^^fPt'.^^S^^PPj.PE secure disposition off-site of hazardous substances,
     or may otherwise be necessary to protect the public health or welfare.
    
            Th;e IrouP beg3" by addressing the threshold issue (i.e., how should EPA determine a threshold
     that must be met for a permanent relocation to take place).  First, the group recommended that EPA set
     criteria that must be.metbefore a permanent relocation can take place. The criteria should be rigid and
     easily measurable so that EPA can make a definitive decisipn pn whether a permanent relocation should or
     can take place. After the criteria are met, the group agreed that the location is a candidate for relocation
     and the stakeholders should consider other factors in determining the scope and size of the relocation.
               ' group agreed that the criterion or trigger for determining whether a permanent relocation can
    take place must be health or risk based. Fear is not easily measured and should not determine whether a
    relocation takes place. The group agreed that early and comprehensive communication with the
    community willminimizeinstances, of unsubstantiated fear.  Further, the group noted that EPA should
    focus on citizens who are genuinely at risk.  Although economic issues such as property values should be
    addressed, economic issues should not trigger a permanent relocation. Before economic issues are
    addressed, EPA should determine whether a site has valid health risks based on a baseline risk
    assessment.               	  " "	'	'"
    
            The group discussed the problem of how long it takes to determine whether there are valid health
    risks. For example, it may take one year to determine the health risks in a community.  The group
    su||ested EPA use less time-intensive methods to determine whether a site meets the threshold for
    becoming a relocation candidate. A test like EPA's soil screening levels could provide a faster response on
    whether a relocation is appropriate. However, a baseline risk assessment is the preferable tool for
    deiejminipg health risks.  The group agreed that there is no reason baseline risk assessments must take so
    long. EPA should use baseline risk assessments to determine whether a site is a candidate for permanent
    relocation and should work with industry to ensure that the baseline risk assessment process is expedited.
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            If health risks are identified, EPA should only move residents in homes that are directly
     contaminated.  For example, if a development has 130.homes of which three yards are directly
     contaminated, EPA should only require that the residents of the three homes be relocated. However,
     emotional and economic issues for neighbors that occur as a result.of the directly contaminated properties
     should also be addressed. The group noted chat EPA should not require that residents be relocated based
     on economic and emotional issues.  The company or the PRP should determine along with the residents
     whether residents of properties other than those directly contaminated 'should be relocated. Further,
     engineering issues may arise that make it preferable to relocate residents of homes that are not directly
     contaminated.
    
            The group agreed that EPA. should establish a rigid, measurable, health-based threshold upon
     which it can require a permanent relocation. If the threshold criteria are not met, the site is not a candidate
     for relocation. However, if the threshold criteria are met, directly contaminated properties should be
     relocated. Further, EPA, the PRP, the community and other key players should work together'to address
     economic, emotional, and engineering issues for other properties. Finally, the threshold criteria should be
     based on a baseline risk assessment. EPA and industry should commit to conducting and  evaluating the
     baseline risk assessment in a timely manner.
    
            Stakeholder Skills and Roles
    
            The group discussed EPA's unique role in the relocation process and identified skills that EPA
     staff should possess.  Foremost, the group agreed that EPA must provide staff who are empowered to
     make decisions.  Further, EPA representatives should have community relations experience. The group
     noted that sending staff who do not possess these skills and  authority will cause distrust in the community.
     Further, EPA should avoid waffling on issues, which will also cause distrust in the community.
    
            The group agreed that EPA has the unique role of enforcing and implementing the law. Further,
     EPA communicates raw data to the community and is the "keeper of the science."  EPA should also be the
     arbiter over conflicting data. EPA sets the standards under which a permanent relocation can occur. EPA
     staff should also provide technical support in the relocation process and get involved with the community.
     Finally, EPA acts as a facilitator to help bring the stakeholders together.  The group also agreed that EPA
     should coordinate its efforts with other stakeholders  in the relocation process.
    
            The group agreed that industry's unique role,in the relocation process is to conduct community
     relations, participate in community outreach efforts,  and provide monetary resources for the relocation.
     The  community's unique role in the relocation process is to communicate its values and concerns
     associated with the relocation and to select leadership.  The community should also participate on a
     Community Advisory Panel or Group (CAP or CAG).  The group noted  that a third party should organize
    the CAP to ensure that a cross-section of community views are represented on the panel. The group noted
    that the third party should not be a member of the community or from industry. The third  party should be
    a person or group that the community trusts.
    
          '.. Local government's unique role in the relocation process is potentially as a facilitator and a source
    for identifying land use issues.
                                                   17
    

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                  Report-out to Large Group
                  ill I T        111IV   I 11 I
                  Group 1 Recommendations:
    
                  Question 1 - Relocation Decision
                                 Based on data (e.g., sampling).
                                 Immediate health effects to the community.
                                 Cost-effectiveness.
                  Question 2 - Conducting Relocations
                                 EPA should get involved in all parties (company, community, etc.).
                         •       Develop a team within EPA based on skills.                              '
                         •       Start early.
                         •      -Establish personal relationships.
                         •       Know the language of the affected community.
                         •       Use appropriate language (not technical).
                         •       Define EPA's roje before going to the community.
    
                  Group 2 Recommendations
    
                  Question 1 - Role of Welfare
    
                         •      Question over whether the statute even allows welfare to be considered.
                         •      Assuming that it is legal:"
                                a) concerns over how to define welfare versus healtf^n virpnment.
                                b) loss of property value.
                                c) many factors affect property value.
                         •  ,    Welfare is more political/social than health/environmental; equities should be especially
                                important in deciding who gets how much of relocation benefits.
                         •       Look to culpability on who pays and who is paid.
                         •       Flexible guidance/community-specific analysis needed — may not apply "welfare"
                                nationally.
                         *       %!oc;ati°n shouJd, b? a choice for individual to decide and/or have relocation covered by
                 ..:,;!: ;„;'•;	     common law rather than CERCLA.  	,	\  .,..,,  ,	
    
                 Question 2 - Fair and Reasonable Relocation
                                                                      • •  . •       '".'.;
                         •       "Decent, safe, and sanitary" conditions safety net.
                         •       Use orphan share funding to reduce  inequity of applying liability, especially if intervening
                                non-environmental factors lead to relocation costs.
                         •       Minimum appraisal values.
                         •       "Sweat equity."
                         •       Rent loss protection to landlord.
                         •       Rent protection.
                        •       Consider equities, culpability, and intervening factors besides pollution.
                                                                18
    i I
    

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    Other
                   Have local governments contribute by handling property taxes and rezoning.
                   Relocation should be a last resort since it discourages rehabilitation of neighborhood.
                   EPA should distinguish between mandatory and voluntary relocation, consider guidance
                   for diverse situations.
    Group 3 Recommendations:
    
    Question 1 - Threshold for Permanent Relocation
                                            i             '                •••....•
           •       Rigid, measurable, health-based thresholds should be established to determine whether a
                   site is a candidate for permanent relocation.
           •       Thresholds can be determined using soil screening type data or preferably using an
                   expedited baseline risk assessment.                                 ,
           •       Industry should only be required to relocate residents with directly contaminated
                   properties.
           •       After the threshold is met, stakeholders should determine the extent of the relocation
                   based on economic, emotional, and engineering issues.
    
    Question 2 - Skills and Roles of Key Players in Relocation Process
    
           •       EPA should act as a judge and the arbiter of conflicting data.               -..-..
           •       EPA should set standards under which a relocation can occur.
           •       EPA may also act as a facilitator to bring all stakeholders together.
           •       EPA staff should be empowered to make decisions and experienced with community
                   relations.
           •       Industry should participate in community outreach and provide monetary resources for the
                   relocation process.         ;
           •   .    The community should communicate its values and issues surrounding the relocation and
                   select its leadership.                             .
           •       A third party should organize the CAP or CAG to ensure that a cross-section of
                   community views are represented.
           •       Local governments can act as the facilitator and should be consulted for land use issues.
    
    Large Group Discussion
    
           Recommendations were given on triggers for relocation.  During the pre-remedy selection phase,
    triggers should be evaluated by staff with decision-making authority.  It was also noted that legal notices
    alone are not effective.  During the RI/FS process, the community should not be left out. Triggers used
    during remedy selection should take public welfare into account.  Currently, the criteria is unclear and
    inconsistently applied. During the public comment period,  public feedback needs to be obtained sooner.
    Triggers need to take into account proximity to the site during the remedy selection, ROD, and post-ROD
    period.
    
           Recommendations for policy were also given.  During the pre-remedy selection phase, an
    empowered team should be established based on skills.  The RI/FS process should be data driven, be
    expedited, and involve the community.  During the remedy selection process, EPA should consider the
    
                                                   19
    

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    (IK  :i	If'uiJ!
    ;ii> >• ,>.'' i •.•••"
     IIIIIU ,  i,;1!1/ iSI' i,	„
      same factors noted for triggers.  Furthermore, "Gore factors" (as specified by the Vice President) need to
      bc cons!dereck ai!lsoil screen!n§ information should be used. It was noted that EPA should establish and
      adhere to criteria, por the proposed planning stage, the process should be expedited, and should take into
      account the site's proximity to its neighbors.  The public needs to give input as partners. During the
      remedy selection, ROD, and post-ROD period, the policy should address decent, safe, and sanitary living
      conditions and safety nets such as rent loss protection.
    
             Finally, the discussion group gave recommendations to EPA on forming partnerships. During the
     pre-remedy selection phase, skill sets should be developed across different agencies.  A diverse
     stakeholder process would allow for input and advice. Partnerships should be formed with local
     governments to handle taxes during the remedy selection, ROD, and post-ROD phase.
     Conclusion and Next Steps
     II           III    I |  I  '", i'1 • R
                    Elaine Davies discussed next steps in taking the information from the forum and drafting
     the relocation policy. The first step will be for the workgroup to craft a draft policy.  Suzanne Wells
     asked the industry representatives opinion on their willingness to participate further in the process,
     Possibly throu§h .*?. inYolvement of representatives from each forum in collaborating to draft the policy.
     The policy could possibly then  be sent back to the full groups for review and comment. The facilitator
     reminded the group that stakeholders were not monolithic.  It was decided that the stakeholders would
     probably not reach consensus on issues, and that EPA would take all of the ideas into consideration in
     making the final decisions. The stakeholders would serve more of an advisory position. Anyone
     interested in volunteering as an advisor signed a paper.  It was noted that EPA staff worldng on the policy
     should be diverse. EPA explained that the policy would undergo public comment.
    
            Suggestions in moving forward include gathering a group of empowered staff at EPA with
     authori&and the appropriate skills for policy development, including legal, enforcement, risk assessment,
     311(3 SuPerfuEdrem.?dv sPeciaIists- Il: was suggested that issue-specific meetings with multi-stakeholder
     groups be held. However, challenges with multi-stakeholder groups must be recognized beforehand.
    
            Several industry participants cautioned against collapsing different views and ideas within
     stakeholder groups, noting that these groups are not monolithic. It was also asked that EPA not distribute
     information from this meeting to other forums so that the perspectives of other stakeholders will not be
     influenced by previous discussions.
          : ,Ms. Skelton Roberts reviewed the meeting with a brief summary of the major issues of the day,
    including establishing criteria for relocation, consistency in application, communication
    strategy/community relations, factoring perceived risk into risk communication, as well as sharing and
    learning from past experiences and learning from the case studies. Barbara Yuhas then thanked
    participant5 fo? taking the time to attend the forum, share their experiences, and provide input to the
    relocation policy.
     HIT
                                                   20
    

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                Superfund Relocation Discussion with Local Government Representatives
                                              April 17, 1997
                                               .    ICMA
                                          777 North Capitol Street, ME                    '             .
    
    
      Introduction, Welcomes, and Purpose of Discussion
    
             Barbara Yuhas of the International City/County Management Association (ICMA) began the
      morning session. ICMA is a professional and educational association of chief appointed administrators
      and assistant administrators serving cities, counties, regional councils, and other forms of local
      government. Under a cooperative agreement with EPA, ICMA is working with the Office of Emergency
      and Remedial Response's Community Involvement and Outreach Center in coordinating a series of
      discussions with a broad range of stakeholder groups (industry, State and local officials, public health
      orgamzations, environmental groups, tribal representatives, and environmental justice organizations) on
      the issue of Superfund relocations.                                     .               ,
     r™^      DaViCS' Acdng °epUty Direct0r °f EPA'S Office °f Emergency and Remedial Response
     (OERR), welcomed the participants and observers to the forum. She then outlined the history of the
     buperfund Relocation issue as context for this forum with industry representatives  In 1995 a
     subcommittee of the National Environmental Justice Advisory Committee (NEJAC) requested that EPA
     look into developing a national policy for relocating residents affected by Superfund sites.  Elliott Laws
     then Assistant Administrator for OSWER, followed up by issuing a memorandum in May of 1995
     announcing the Agency's intention to develop such a policy. A Relocation Roundtable was held in May
     1996 to provide an opportunity for citizen and community input regarding relocation issues and concerns
     The current series of forums on relocation provides additional opportunities for industry representatives '
     and other stakeholders to offer information and raise issues for consideration in EPA's development of the
     relocation policy and corresponding guidance. Ms. Davies added that the Agency does not have specific
     preconceptions of what should be included in the policy.
    
            Ms. Davies next presented some background information on Superfund relocations. The use of
     permanent relocations at Superfund sites has been limited, with only 16 cases in the history of the
     program. However, many temporary relocations have been implemented as part of both removal and
     remedial actions. Relocations are conducted within the context of EPA's two main goals at Superfund
     sites: (1 ) to protect human health and the environment and (2) to make the land available for productive
     use  Generally, permanent relocations have been authorized in the past for two reasons: engineering
     and/or human health. She noted that the Agency takes the decision, to relocate residents seriously
     understanding that the decisions involved and the moving process are very stressful events for residents.
    
            Regarding the purpose of the discussion, Ms. Davies stated that the Agency is specifically seeking
     input on making the decision whether or not to relocate, as well as how to conduct the relocation  This
     includes looking for other authorities and resources available for use in relocations. The feedback from the
     stakeholder forums will help to clarify how relocation fits in with the overall site management strategy
    Ms. Davies expects a draft policy will be issued as  a Federal Register notice in the summer or fall of this
    year.  As part of that effort, the Agency will prepare a responsiveness summary. A public comment period
    and a public meeting will occur following this publication. A final policy is possible in 1998.
                                                  21
    

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    "FJiUlfr1!,! i,	; ,
      folvin  °f AgCnda and Gr°Und Rules ~
                                                              Skelton-Roberts, Program for Community Problem
                               Skelton Roberts, the discussion facilitator, began by identifying overlapping interests for all
                  stakeholders in relocations. These interests include the community, Federal regulations, and land use
                  Local issues are also important for stakeholders directly involved with specific sites.
    
                         Ms. Skelton Roberts then listed the objecti ves for the discussion:
    
                                To assist ICMA and EPA in engaging and informing local and State government officials
                                and their communities in understanding the issues associated with relocation-
                                To gain insight and gather information from local government representative's on the
                                important considerations associated with relocation; and
                                To share the experiences of local government representatives who have dealt with
                                relocation issues and discuss how the lessons learned may be applied to the Superfund
                                guidance.
                                   ;,.:•.;'•; •-•',;' i ..... .;• .";;•  ' ; '•    ":- ';i •;.'.; '•• •; ;'  '"',  | ';;' ' > - •;* •  K:I-:  ,;•'   i;;,, f^;: .':::. '.::'::::
    
                        The participants and observers then introduced themselves and stated their expectations for the
                 day. A list of attendees is attached. Common expectations included;
    I	r'i.	I hi Ir1 if!' ••   ' fl	i'li!!'
                                 government coordination;
               ,              , ideas from other attendpes;
                   Sh|ring ideas ; with other attendees;
                   Assisting EPA in developing community protocols;
                   StEssing health asPects of relocation and how it relates to children and the elderly
                   Communicating with people around or near relocated communities;
                .:•-: Enc;°uraging honesty and openness in discussion;
            *      Providing the local perspective;
            '      Hearing local needs, resources, and concerns;
                   Gaining an understanding of how the law is interpreted; and
                   Recognizing existing regulations.
    
    A|;;lhq COOclu:5!Sn' Ms" Skelton Roberts reviewed the ground rules for the discussion!
    
    Background on Superfund  Relocations
                              Gnffith of EPA provided an overview of EPA's experience with relocation.  She began
                                     the Comprehensive Environmental Response, Compensation, and Liability let
    
                                    n }'M      K"* EPA ^ anth°dty l° dean Up SiteS tO Protect human "^ and
                               and the National Contingency Plan (NCP), which sets forth regulations to implement
               nSn   h  Provisions, Two types of response actions are identified in CERCLA: 1) removal actions are
                   . Jhen imn*d'*e action is required; and 2) remedial actions are used in longer-term, non-time-critical
                   t
                       Ms- Griffith explained how relocations fit within the context of CERCLA and. the NCP-
               relocations are one type of response action under these authorities. Temporary relocations may be
                                                              22
    

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            Ms. Griffith next outlined the remedial response decision process and when relocation comes into
     the decision on a site. The first step is a remedial investigation to characterize site contamination.  Next, a
     baseline risk assessment is done to determine if any further action is necessary at the site; next, a feasibility
     study of clean-up options is conducted, if necessary. In the feasibility study, relocation may be considered
     as an option.  During the feasibility study, a comparative analysis of options is conducted in which
     tradeoffs among various clean-up activities aire examined.  In this analysis, EPA uses the nine  criteria from
     the NCP to compare various clean-up options and select an alternative that is protective of the site and
     satisfies statutory requirements. The nine remedy selection criteria listed in the NCP are:
    
            •      Overall protection of human health and the environment;
            •      Compliance with applicable or relevant and appropriate standards (ARARs);
            •      Long-term effectiveness;
            •      Reduction of toxicity, mobility, or volume through treatment;
            •      Short-term effectiveness;
            •      Implementability;
            •      Cost;    .
            •      State acceptance; and
            •      Community acceptance.
    
     Remedy selection also must follow CERCLA provisions requiring that the selected remedy be protective
     of human health and the environment, comply with ARARs, utilize permanent solutions to the maximum
     extent practicable, satisfy the preference for alternative treatments, and be cost effective. Ms. Griffith
     clarified that cost effectiveness involves evaluating overall tradeoffs between alternatives and cost. The
     evaluation  of clean-up alternatives appears in the Record of Decision (ROD) for the site and public
     comment is solicited on the selection of a remedy.
    
            Ms. Griffith then explained that EPA. cannot simply buy out affected areas rather than clean them
     up; because CERCLA requires the Agency to select remedies that are  protective of human health and the
     environment.
    
            EPA has selected permanent relocation as part of the remedy in 16 Superfund cases.  The two
     primary rationales behind this selection are health considerations  (risks exist that could not be otherwise
     addressed in a timely manner without relocation) and engineering considerations (homes require
     demolition to properly implement the clean-op). Temporary relocations have been selected in  many cases
     due to immediate  or acute risk to human health or potential risk or danger during clean-up implementation
     (e.g. emissions, heavy equipment, concerns about liability for potential injury). Most temporary
     relocations are short-term, but some cases have eventually resulted in permanent relocations.
    
            Regulations for implementing relocations are found in the Uniform Relocation Assistance and
    Real Property Acquisition Policies Act (URA), developed and overseen by the Department of
    Transportation. The purpose of these regulations is to ensure that people are treated fairly and equitably in
    cases of relocation.  The URA covers property acquisition procedures  and relocation benefits that are to be
    offered to residents. Ms. Griffith noted that the U.S. Army Corps of Engineers and the Bureau of
    Reclamation perform relocations for EPA.
                                                   23
    

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      Case Studies
    
             Three case studies were presented by forum participants who have extensive relocation
      experience.  The first two case studies focused on Superfund relocation.  The third case study focused on
      flood relocation,
    
     Escambia Pilot Project - Al Coby. City Manager for Pensacola. Florida
     in i          11ni n  mi inn ^          i  I,"	a,"' ;', i;1'1 .i1".;,1,,:1!!,'"!.!1 n> ',, > '".'y: „ i jyv;1!/ 'ik'1'^1','1,'.'nniL1', ii'ii,*! ''' ' ','',' '.!J i/i'i ii ii':.;,  ': '*i i	iiiii'j,!'.''. "	 *'. f ,i,'••',	n'ii1:1
             Al Coby, City Manager for Pensacola, Florida, began by providing some background on the
     kscambia Treating Company (ETC) Site.  The  ETC site was first operated in 1942 as a manufacturing
     facility for the treatment of wood products with creosote, which was replaced by No. 6 diesel fuel treated
     with PCP in 1963. Contaminated wastewater and runoff from the former treatment area were the primary
     ffiastes managed at the facility. In the early years of operation, all wastewater was sent to an unlined
     impoundment located in the northeastern part of the site.
            Th? EJCsite is located approximately seven miles from the Pensacola Bay and one-half mile
     from Agricp,another Superfund site; the plume from Escambia is currently moving towards Agrico. The
     Rosewood Terrace subdivision, the Escambia Arms apartments, the Oak Park subdivision, and the
     Goulding subdivision are residential complexes located on the fenceline of the ETC that house
     approximately 358 households.
    
            In 1980, for the first time, the facility was required to report on its processes and file a notice of its
     hazardous waste activity. Before this submittal and the passage of the Resource Conservation and
     Recovery Act (RCRA), little available documentation was generated regarding compliance and non-
     compliance with Federal, State, and county rules and regulations. In 1985, EPA issued a warning letter to
     ETC regarding violation of the RCRA financial requirements. The warning letter was followed by a
     Notice o*f Violation in September 1985, resulting from the facility's failure to respond to the warning letter.
    
    
            From1985 to 1989"various violations were noted at the facility, and enforcement actions were
     taken by EPA and the Florida Department of Environmental Protection, In 1991, the owners of Escambia
     completed bankruptcy proceedings and abandoned the site. The Environmental Response Team was
     activated to perform a preliminary assessment of the site.  The information obtained during this
     investigation indicated that a removal action was needed to address cpntamina):ipn .at the site.  Therefore,
     in October |9|l,gPA began a removal action to excavate all materials of concern apd to estimate the
     amount of ma|eria] to be dealt with in future phases. The  removal action was completed in 1992. The
     excavated ma|eriai (225,000 cubic yards) is currently stockpiled under secure cover on-site. Original
     removal funding was $1 million; however,  in 1992, EPA Region IV requested that authorized funding be
     increased to $4,436,000.  In 1994, the Escambia site was listed on the NPL.
     I     :Jn JHS? l§953 EPA nominated the Escambia site as a. part of a National Relocation Evaluation
    Pilot. In addition to providing for early consideration of relocation at the Escambia site, the pilot efforts
    were intended to assist EPA in its development of a national relocation policy.
    
            Mr. Coby stated that throughout the clean-up and relocation process, contention between EPA and
    the cqmrnunity surrounding the ETC site grew. In part, this was due to the fact that EPA continually
    waffled on the necessary relocation actions. Initially, it was decided that residents of Rosewood Terrace
    would not be permanently relocated. However, the decision was changed when it was determined that the
    
     "	""'	' '  r '"'   ; .I111*'1,  """I;   ' •  ." •   '!;	;„  ',- 	•  ,';	,!  0/1           " 	        '	''
     11' '' '    '''  '    ''" 		     '  "   	  '  ','  '   „ ^ ., i  i ^"T
    

    -------
     area required additional removal actions, including excavation.  It was then determined that residents of
     Oak Park, Goulding, and Escambia Arms would also have to be permanently relocated;  Furthermore, the
     majority of residents within a one-mile radius of the  site were minority. Additionally, 30-70 percent of the
     residents did not possess a high school degree. As a result, most of the residents were not prepared to
     tackle this battle or understand the highly technical data provided by EPA. In response, those affected by
     the ETC joined with those from Agrico to form Citizens Against Toxic Exposure (CATE).  GATE works
     to express and resolve community concerns such as health problems that may have resulted from removal
     activities, loss of property value, relocation of residents, and disposal of excavated soil. CATE
     successfully petitioned the Pensacola City Council for total relocation of Escambia Arms, Oak Park,
     Rosewood Terrace, and the Goulding subdivision.
    
     Questions to Mr. Coby:                   ;            ,
    
            Suzanne Wells asked if Mr. Coby could identify what EPA did right or wrong.
            Mr. Coby stated that EPA significantly underestimated the magnitude of the situation  (e.g., size
            and cost of the project) and corresponding actions necessary to clean up the site. As a result,
            EPA continually changed its position regarding relocation; first stating no relocation was
            necessary, then partial relocation, and finally full relocation. This created contradictory
            expectations between EPA and the residents/public, as well as a lack of trust towards EPA and its
            efforts. Mr. Coby  also stated that EPA attempted to communicate with the residents by
            assembling a Community Working Group at the ETC site.  The goals for this working  group were
            to improve communication and build trust between EPA and the community, as well as provide
            the community with a meaningful role in EPA's decision-making process at the site. Additionally,
            informational newsletters/fact sheets were published and distributed to interested parties to keep'
            residents and the public informed of response activities.  However, despite these efforts, no bond
            was developed with the residents and EPA; therefore, the residents never gained any substantial
            trust in the efforts being undertaken by EPA.  Mr. Coby also stated that it would have been very
            beneficial to have more involvement from the local officials.  However, Mr. Coby stated that, in
            response to the lack of trust, EPA brought in a doctor from the Agency of Toxic Substances
            Disease Registry who was readily accepted by the community. Additionally, the Community
            Action/Working Groups were successful in providing information to the residents. Finally, EPA
            did make an effort  to be aware of the cultural/racial issues involved within the community and'
            attempted to address them.
    
    •       Mr. Erdman asked  for further explanation regarding why EPA-developed teams were not
            successful.                                                         ,       .
            Mr. Coby stated that by the time the working groups/teams became involved, the residents had
            reached a heightened frustration level Although they were receptive to the information provided,
            they had already determined that the ETC site posed a significant hazard and they needed to
            relocate.
    
           Nancy Skinner questioned whether there have been any offers to build at the site.
           Mr. Coby stated that the city has been approached by numerous developers; however, most have .
           been interested in obtaining financial assistance for their development projects.
                                                  25
    

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                  Texarkana. Texas - Dave Hall
    
                         Mr. ff all stated that Texarkana is a community of approximately 60,000 residents located on the
                  extreme northeast corner of Texas where it borders with Arkansas.  Texarkana has three Superfund sites,
                  one of which is Carver Terrace.  Carver Terrace is a middle-incomecommunity composed of 78 homes
                  and 300 residents, all of whom are African American. Additionally, the property of Carver Terrace is
                  located on a 100-year flood plain that creates concerns regarding the movement of hazardous waste into
                  the neighborhood.  Mr. Hall stated that Carver Terrace is unique in  that it is the only buy-out mandated by
                  Congress. Mr. Hall provided the chronology of Carver Terrace leading up to the relocation of its
                  residents, as follows:
                                1910-1938:
    
                                1961:
                                1964:
    
                                1967:
                                1972:
                                1978:
                               ,1979:
    
                                1981:
                                1984:
                                1987:
                                1988:
                               1990:
    
                               1992:
                               I
    
                               1993:
     Koppers Texarkana site operated as a natural lumber treating plant using
     creosote in its processes.
     Site closed.                                             •
     Carver Terrace Inc. purchased the property and began construction of a
     housing complex.
    T First, residents .moved into Carver Terrace,
     Children began forming rashes and respiratory problems, such as asthma.
     Three dogs died on the site for unknown reasons.
     Koppers Texarkana Superfund site received an inquiry from the State
     regarding the sand/gravel site.
     EPA becarne involved.
     Site added totheNPL.	\  '.,.'.,,"[,'„. l^'. 	',.'..".,'..'.,,'   '.'.[	,	',.,.'.',
     Several residents filed a lawsuit against Koppers and were defeated.
     Be;azers purchased Koppers. Shortly following, residents formed an
     action group, which joined with other environmental groups. The group
     traveledto Dallas to picket and EPA refused to meet with representatives
     or answer any questions.
     Congressman Chapman visited the site and subsequently signed an
     appropriations bills mandating the buy-out of Carver Terrace.
     Funding was released and the U.S. Army Corps of Engineers became
     involved.
     Buy-out was completed.
                        Mr. Hall explained that because the community was located in a flood plain it flooded frequently,
                producing water that contained a sheen. Additionally, creosote and vapors bubbled out of the ground on
                seyeral occasion5- 10 response, EPA denied any risk of danger yet installed a dirt barrier around the homes
                f°£Pro!ection ?J},d w,?re protective clotning when performing actions on site.  As a result, fear and distrust
                of EPA grew. Furthermore, there were environmental justice issues involved. The minority population
                felt that no one was listening to their concerns and, therefore, appealed to the city council. Additionally,
                % fruityhada. Se5ps of four site managers, which made the residents feel as if they had no point of
                contact. However, in 1989, Ursula Lennox was appointed .as the sole site manager. The residents were
                also provided extremely technical data from EPA,  which was difficult to understand.
    
                       To improve the coordination between the residents and local government, a liaison was appointed
                be|ween the city and the community. As a result, the community had a point of contact to answer their
                questions and a rapport was developed. Media coverage was also a large problem.  As the community
                groups held more local meetings, the situation became a, media event, producing many unanswerable
    
                                   I    ...•.<:,:	' •  ",-  •" '"  '. if  .I 26
    II	
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     questions.  As a result, the media decided something was being covered up. Beyond the; EPA Region VI
     Regional Director, who was often unavailable, there was no point of contact at EPA; as a result, a bad
     relationship developed between EPA and the media.
    
            Mr. Hall summarized the lessons learned:                      ;
    
                   •      Determine what the land use of the site is intended to be in the future;
                   •      Designate a.community liaison with the city;
                   •      Designate a media coordinator;
                   •      Select one project manager who remains the point of contact through resolution.
                          This person should visit the community and attempt to understand their concerns;
                   •      If relocation is decided as the course of action, develop a contingency plan;
                   •      Address property maintenance concerns;
                   •      Establish a good repository for information provided by EPA (e.g., at the local
                          library);
                   •      Develop community action groups; and
                   •••      Address environmental justice issues.
    
     Questions to Mr. Hall:
    
     •       Nancy Skinner asked where the residents relocated to.
            Mr. Hall responded that most of residents stayed within the city limits. However, following the
            relocation, many filed a lawsuit against EPA claiming they were not provided the resources
            needed to relocate (e.g., moving expenses).
    
     •       Elaine Davies questioned if there was anything already established within the community that
            could have served as a community action group.
            Mr. Hall stated that the issue was never discussed. However, in retrospect, there were groups that
            could have served that purpose.
    
     •       Linda  Wilson questioned whether there is anything that requires EPA to participate with the city
            government.
            Ms. Griffith stated that the NCP identifies the State role. However, there is no statutory provision
            to address how EPA must interact with local governments. She noted that the State and local
            governments should act as partners and the State government should not bypass the local
            government. However, State and Federal governments often underestimate the abilities of the ,
            local government and,  therefore,  do not request their input or assistance.
    
    Nancy Skinner - Daybreak International
    
            Ms. Skinner presented  how, following the Great Flood of '93, a group of professionals assembled
    to help communities rebuilding from disaster take advantage of the unique opportunity to use the Federal
    and State funding provided to redevelop their towns in a sustainable manner. Sustainable development is
     "development that meets the needs of present generations without jeopardizing the needs of future
    generations." It is an innovative framework of thinking that includes: economic considerations;
    environmental  factors, and; social/quality of life aspects to produce an outcome that benefits all three
    aspects of community life.
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    Hill
    
    I	
                         Forty national experts in sustainable development gathered to design a process to assist the flood-
                 stricken communities in the Midwest rebuild in ,aii.sustainable:jfashic>nv The resulting recommendation was
                 that, to facilitate significant value-based change and the adoption of new technologies and design
                 techniques, communities would need a facilitated participatory process. Through this approach, a multi-
                 disciplinary team would help them to identify their core values and vision for the future, introduce
                 sustainable technologies and design techniques, and help local planning and design professionals
                 incorporate the ideas the community wished to pursue into the planning process. To begin the initiative, a
                 sustainable redevelopment team was formed consisting of three sectors:  1) a Federal government
                 Interagency Task Force, consisting of representatives from EPA, DOE, DOI, HUD, and other Federal
                 Agencies; 2) A State Task Force, composed of State agencies; and 3) Local citizens committees each of
                 which pursued a different issue. Ms. Skinner noted that the local citizens committees were extremely
                 empowering because the residents were the decision-makers. Each segment communicated often and
                 received input from other levels of the team. Several issues were dealt with by the sustainable
                 redevelopment team, including land use, pedestrian friendly neighborhoods, preserving a wildlife corridor,
                 infrastructure, energy sources, increasing resource use, and economic development. As a result, Ms.
                 Skinner stated that the residents forgot they were flood victims because they became integrated in
                 designing their new community.
            Several innovative ideas were presented to the residents as alternative approaches (e.g., solar
     energy options, street layout, wind breaks, alternative roofing materials) for achieving a sustainable
     community.  The residents were extremely concerned with preserving the sense of community that existed
     in their former town.  Ms. Skinner stated that those towns who refused to relocate did so because they
     thought the sense of community would be lost. Those towns who agreed to the process were convinced
     that this could be preserved through planning (e.g., narrow streets, homes positioned close to the road).
    
            Pattonsburg, Missouri, was the first community that the team was able to work with from the
     beginning of its planning process, and was, therefore, an excellent pilot for the experiment. The team
     conducted a series of three community-wide workshops:  a workshop with the children of the town, and
     follow-up sessions with community leaders and the town's local planning and design professionals. The
     first; workshop was a visioning workshop, in which residents were led through a facilitated process to
     identify the "treasures" within the town and the community's hopes and interest for its future. Design team
     members also made several presentations  to the community about alternatives to conventional
     ill                 up ,  ," r» 	   i,	   	 •*         „          ,.           ,     ,
     development schemes. The second workshop, called a design charrette, allowed community members to
     interact directly with designers and specialists during the process of designing a plan for the community
     over the three day period.  The final plan was based on the residents' ideas and vision generated in the first
     workshop, and integrated many of the sustainable development ideas that the community wished to
     pursue.
    
           Among those who attended the conference was the mayor of Valmeyer, Illinois, the first
     community in the Midwest to decide formally to relocate out of the floodplain and rebuild on higher
     ground. Also in attendance at the conference was the Energy Director for the Illinois Department of
     Energy and Natural Resources (IL ENR).ILENR committed its support to assisting Valmeyer to rebuild
    using sustainable development principles and technologies.  A Design Assistance Team was assembled to
    help solve local design problems.  The Team conducted a series of workshops to assist residents to
    understand the concepts and help their planning officials implement them. The workshops created
    tremendous excitement among the citizens, but by the time the Design Team arrived, Valmeyer had
    already made several crucial decisions. Ms.  Skinner stated that the project taught a crucial lesson: for
    maximum benefit, sustainable development must be considered early in the planning process.
      In          i    i     •'  <;"i;  "./::;: 'i   /• ',  •;• •'•:'• W 'i    i
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            Ms. Skinner then provided brief excerpts of a video that showed the residents of Valmeyer, as
    well as the government representatives involved in the process of designing the new sustainable
    community. Following the video, the group discussed lessons learned from the case studies and listed
    principles that the lessons learned apply, including:
    
            •       Providing flexibility at the local level;                                ...
            •       Implementing at the level closest to the,community;
            •       Considering land use;
            •       Providing available and consistent contact people;
            •       Stabilizing the housing market;
            •       Opening lines of communication;
            •       Empowering the residents; and
            •       EPA/local governments playing facilitator role.
    
    Questions to Ms. Skinner:
    
    •       Mr. Coby asked whether there was any mandate requiring relocation or did the residents have a
            choice and were there any negative economic implications to relocating?
            Ms. Skinner stated that the relocation was 100 percent voluntary; however, almost 100 percent of
            each community chose to relocate; there was one household in each town that chose not to
            relocate. Additionally, the residents benefit because they received Federal funding to rebuild a
            better community.         .
                                             I              •
    
    •       Ms. Frey asked Ms. Skinner to provide more detail regarding the households that chose not to
            relocate.
            Ms. Skinner stated that the residents are still located in their respective communities; however, the
            homes located on the old site were demolished. Ms. Skinner explained that this situation creates a
            problem for the utility companies, who are then required to maintain dual utilities in two
            communities.                                                     .
    
    •       Ms. Wells asked Ms. Skinner if any consideration was given to the fact that, because the two case
            studies provided were minority communities, moving the residents together to another lopation
            could continue to promote segregation.
            Ms. Skinner noted that the residents of each community chose to relocate together as a whole
            community; additionally, a priority for their new neighborhood was preserving the same sense of
            community that existed prior to the relocation.
    
    Break-out Groups
    
            The participants were divided into two small groups and asked to develop a set of
    recommendations articulating how the lessons learned can be applied to the Superfund guidance.
    Additionally, the following questions were explored:
    
    1)      What criteria should be developed if we are to meet the principles set forth in the earlier
            discussion? How should these criteria factor into the decision between temporary versus
            permanent relocation?
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    Kili-i1' j !i4:i>iK''1 i:
                   2)      How can local government, State government, and EPA work together in addressing relocation
                          implementation issues? What kind of Federal/State/localflexibility should be considered in the
                          policy?                                              .
    
                   The approach to this assignment taken by the two groups varied.  A summary of each group's discussion
                   and conclusions is provided below.
    
                   Group 1 - Small Group Discussion
    
                         The group was asked to consider the different approaches taken by EPA, State government, local
                   government, and the community when addressing relocation. Approaches that have worked in the past
                   were addressed, followed by a discussion of areas in the relocation process that need to be changed and
                   principles of collaboration that should be adhered to in the future.
    
                         What Works
    
                         The group began by stating that approaches that work for one state may not work for another;
                   therefore, a national checklist will be difficult to create. The facilitator agreed, but asked that all group
                  participants use what they have in common to discuss the relocation issue. Mandatory guidelines should
                  §ncomPass ^l differences in State approaches, while maintaining a uniform principle of collaboration.
                         Community Action Groups (CAGs) were identified as beneficial in the relocation process because
                  they address issues of communication and collaboration among stakeholders. Those who were familiar
                  with CAGs informed the group that these small group meetings of stakeholders did not slow the process
                  down, but accelerated it by producing open lines of communication. Stakeholders perceive their role as an
                  active one in the decision-iriaking process when participating in small groups, which generally speeds up
                  t^e relocation process.  Consensus is reached fairly quickly on issues such as land use when the
                  community feels it is playing an active role in determining the future of the site.  Many times CAGs
                  Produce threei £jtelnatives with associated price tags, which force stakeholders to consider all aspects of
                  the relocation with a certain sense of reality.
    
                         Another group participant stated that CAGs present a certain degree of difficulty during the
                  selection process, for they must remain small to be effective.  An appropriate size is thought to be no
                  greater than 25 participants, which could be difficult if many stakeholders are involved.  Therefore, criteria
                  On who should participate in a CAG is essential to the selection process and the group's eventual success.
                  State Emergency Response Commissions (SERCs) and Local Emergency Planning Committees (LEPCs)
                  f^ It^**t'on?d ^Possible resources' butisome participants argued that SERCs and LEPCs address issues
                  within the framework of developing emergency responses. Many times, Supeifund relocations are not
                  considered emergencies, and therefore SERCs and LEPCs would not be appropriate as CAG members.
    
                         Providing stakeholders with a range of options during the relocation process was recognized as
                  another process that currently works. All group participants agreed that the relocation process moves
                  more quickly and easily when stakeholders feel that they are making the decisions. Allowing stakeholders
                  *° prioritize issues, and eventually choose what they feel is the best option, accelerates decision-making
                  and resolution.
                         Group participants stressed open lines of communication as being essential in the relocation
                 process. In instances where EPA has involved locals from the very beginning, the process has proceeded
                                                                 30
    

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     more smoothly. It is important for EPA to continue these open lines of communication throughout the
     process.                                                                               ,
    
            Risk needs to be accurately and openly communicated from the start to avoid misunderstanding or
     misconception among stakeholders.  Relocation is a much smoother process if stakeholders are aware of
     the risk involved and have been educated and informed on the important'issues.  This also allows
     stakeholders to make better decisions throughout the process.
    
            The political issues associated with Superfund relocations must be addressed head on. Public
     employees who are updated throughout the process are better equipped to answer the community's
     questions and address the media. Public employees should know how to answer questions, or know to
     whom citizens should be referred. When public employees offer guidance, but not opinions, the relocation
     process is smoother.  One participant stressed that there is. never one "correct" solution to a problem in
     relocation situations. Therefore, a process outlining specific people to contact and questions to ask is
     essential to correctly informing public employees. Within a large bureaucracy, it is often difficult to know
     who to contact or where resources may lie. Relationships between different levels of government that are
     well established allow public employees to be well informed and better equipped to address the
     community and the media. Another participant indicated that it is often beneficial to have the local
     government acting as an advocate, as opposed to a neutral participant. In this way, there can be a point
     person involved in the relocation who has a relationship with the local community. Participants all agreed
     that involving the media from the very beginning is beneficial to the process.  Being open and honest with
     the media allows them to accurately inform the community.  One group participant indicated that having a
     member of the media on a CAG is very effective in achieving this- goal.
    
            In summary, the group identified several approaches that have worked in the past, and should
     continue to be utilized in Superfund relocations.  Open lines of communication, whether among all
     stakeholders, between EPA and local government, between citizens and public employees, or between
     government and the media, was emphasized by all participants as an essential part of the relocation
     process.
                                            i
    
            Areas for Change
     f                  "                                                                       ,
            The group concentrated on four major issues when asked what areas of Superfund relocation
     needed to be changed. All agreed that while much change needs to be accomplished, these were the
     important areas that should be focussed, on initially.
    
            One of the problems associated with relocation is the lack of a streamlined process or set of rules
     for the community. One participant stated that in a previous relocation effort, different members of the
     community were permitted to do different things with their property arid personal items. To avoid citizen \
     frustration or misconception, it is important to create a list of rules for community members at the
    beginning of the relocation process. In this way, all community members will be following the same set
     of rules from the start.
    
           While communication was mentioned during the "What Works" part of the discussion, it was also
    focussed on here. Participants indicated that the local government's expectations of EPA should be
    outlined at the beginning of the process. In this way, there will be no misconceptions throughout the
    process as to what is to be accomplished. Maintaining the same site manager throughout the process also
    facilitates open communication, while maintaining a certain level of expertise at the site.
    
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              Gr°"P participants stressed that an open-minded approach must always be used in a relocation
      process. Community perceptions of risk and land-use issues need to be approached with multiple options
      that allow all stakeholders to voice.an. opinion.  EPA also needs to be more open-minded about potential
      options. This will make every relocation process faster and easier.
              Group participants believe that proper education of all stakeholders regarding expectations, risk
      levels, and possible options creates an open process of decision-making. Education also eliminates the
      "fear factor," which oftentimes creates problems during a Superfund relocation.
    
              In summary, group participants stressed streamlining the relocation process, improving lines of
      communication between all stakeholders, taking an open-minded approach, and educating all stakeholders
      as productive changes for the Superfund relocation program.
             Principles of Collaboration
             The facilitator asked group participants to think about principles of collaboration that should guide
      the relocation process in the future.  Participants agreed that all stakeholders should be part of the
      collaboration process, including Federal government, State government, local government, citizen's
      groups, and the community. To improve this collaboration process, the participant's suggested a number of
      improvements.
    
             Again, communication was stressed as being essential to a successful relocation effort
     Communication is important to eliminate the common thread  of miscommunication that can run through
     all levels. Good communication includes sharing ideas, being open-minded, and educating early in the
     Process.  An stakeholders need £0 discuss roles, expectations,  and responsibilities at the beginning of the
     process.  Issues of zoning and land use should be addressed early on.  With EPA and all other stakeholders
     acting as partners  from the start of the process, all stakeholders will be equally informed of the issues and
     activities regarding the site.
            -ParticiPants believe *at there is a need for indemnities by EPA to potentially responsible parties
           * in addBonl° indemnities on a local level,  [Note:  A clarification of the indemnity issue needs to
     be added]. Additionally, liability issues need to be equal for all stakeholders. Education and guidance on
      i6  Ca' —vel :;§rea*?s m understanding of liability issues across the board.
    
            AJ! group participants agreed that the pace of Superfund clean up needs to be improved  The
     process currently takes too long, making it especially difficult in cases where relocation is an option  If
     feKS8? ,w£2 ,%ster, citizens would not wait so long for a remedy to be selected, or be removed from
     thf!r hom!2s £°L91{faP:£P-  One participant stated that speeding up the risk assessment process would
     greatly improve the entire process. Participants agreed that all stakeholders need to work together to
     d|Sn? PPNic welfare and h°w it should be considered in the relocation process. Joint discussions about
     what constitutes public welfare should be held in the beginning  of the relocation process.
    
            The deXeloprnent of adequate emergency planning programs was mentioned as a necessary ,
     improvement. In this way, SERCs would understand their roles and responsibilities in a relocation effort
     If emergency programs address relocation issues that are within their parameter of responsibility, there will
    be no confusion over who should dp what. Group participants mentioned outside resources that could be
    helpful in a relocation effort and should be utilized whenever possible.  Some suggestions included the
    Red Cross, industry, and voluntary private buy-outs.
        H         i                              i                 ,i
                                                                   i                        *  .
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     Group 2 - Small Group Discussion
    
            •Group 2 was tasked to discuss how to ensure that the principles decided upon by the large group
     (see above) are incorporated into the National Relocation Policy guidance.
    
            Principle: Communication at the Local Level
    
            The group began by discussing how best to facilitate communication among EPA and local
     governments through the relocation process. It was noted that there are various levels of responsibility at
     the local level for each issue involved (e.g., land use issues).  The group agreed that EPA should first
     relate/communicate at the administrative levels within the local government. In other words, the first point
     of contact should not necessarily be political appointees or appointed officials, such as the mayor, but
     rather the city/county managers or administrators who gather and collect available information for
     distribution to the political representatives and the community.  It was also noted that the local health
     officials are often the first to be notified of a potential situation; it is important that this information is
     relayed to EPA, and that communication continues to flow in both directions.  It was suggested  that EPA
     develop and provide training or guidance to clarify the appropriate points of contact and information flow.
    
            The group agreed that communication between the Federal and local governments should be
     institutionalized in the guidance. It was noted that, currently the laws establish communication  routes
     between the Federal government and the State governments, but not with local governments.  As a result,
     and because of the large number of localities within a State, information is often not communicated from
     the Federal level to the local level. EPA,  CDC, ATSDR, and others, have established additional
     relationships with States through various contracts, such as cooperative agreements and grants, which have
     proven very successful.  Therefore, the group agreed that similar relationships between EPA and
     city/county levels should be explored and initiated.
    
            Principle:  Considering Land Use
    
            It was noted that EPA often makes land use assumptions for NPL sites without consulting the
     local community or considering its interests. Therefore, the group agreed that it is important to
     institutionalize the local community's involvement in defining optimal land use, which should be driven
     by their interest and not necessarily EPA's anticipated future land use. It was suggested that all remedy
     options, from the most restrictive to the least restrictive, should be presented to the community/local
     government as a realm of possibilities.  This preliminary list of options should be generated prior to the
    .application of the nine criteria.  Therefore, if a local community has an interest in a particular piece of
     property that is listed on the NPL, its  use, whether it be a less restrictive use or a more restrictive use,
     would be provided to EPA. EPA could then use the information in their risk assessment to incorporate the
     local interest into the potential technical solutions.
    
            The group agreed that communities are not monolithic and often solutions that are acceptable to
     one community are unacceptable to another. Therefore, there must be'a set of criteria that defines the
     thresholds and limits as to what is acceptable for all communities.  The criteria should incorporate health
     effects, especially as they relate to sensitive populations.  Additionally,  if a community disagrees among
     with itself or among the political bodies of the community regarding what is acceptable, a process for
     dispute resolution must be established and included in the guidance to facilitate consensus and allow EPA
     to conduct the necessary technical assessments.
    
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    Ill 111 (I I  III
                        Principle: Stabilizing the Housing Market
                                                    ,  ,,'•••' „• I!'': ,'!!'!,  '',',",:":     '  I       "   i
                        The group also discussed how to stabilize a community and land values following a relocation.
                 The group agreed that relevant economic factors should be reviewed to determine their role in the
                 decision-making process.  It was noted that not all factors will be relevant.  For example, stabilizing land
                 values may not be an important issue in communities where there is an excess of land available.  However,
                 where land is limited and expensive, stabilizing the land value may be a critical factor to consider.
                 Additionally,  it was noted that in areas that are not remediated or remediated to a lesser degree than other
                 areas, the residents often feel slighted.  Therefore, the group agreed that incentives should be provided to
                 cl^en?,remainjngin such a community. Suggestions from the group included below market loans to
                 residents from the responsible party to do home repair,  funding to build  parks, household exemptions, and
                 funding for lead removals.
                        In summary, the group stressed the need for local community involvement in the entire relocation
                process. If allowed, local governments have valuable information and guidance that will expedite the
                process and benefit everyone involved. In order to ensure this, the group stressed the need for good
                communication between the Federal and local governments.
    
                Report-out to Large Group
    
                Each small group had a member report out on their discussions:
    
                Group 1 Discussion
                What Works
                             ilUtiiizjng Community Action Groups (CAGs).
                               Presenting the community with a range of options.
                               Communicating openly from the start.
                               Avoiding inaccurate risk perception.
                               Addressing political issues.
                               Involving the media.
                                                                                                          ,!:, f  .j	HAS. 'Slit!!'
                Areas of Change
                               EPA should streamline the relocation process.
                               All stakeholders need to be committed to open lines of communication.
                               The process needs to involve an open-minded approach.
                               Ed,uca|i9n of community members needs to occur early.
                Principles of Collaboration
                              Open lines of communication should be stressed from the start of the process.
                              Liability issues need to be openly discussed.
                              The pace of clean up needs to be made as rapid and efficient as possible.
                              Public welfare issues should be considered and addressed.
                              Emergency planning should be considered as an  appropriate resource.
                                                               34
    

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            •      Any available outside resources should be used to facilitate the relocation process.
    
     Group 2 Discussion
    
     Principle: Communication at the Local Level
    
            •      Start at the administrative/managerial level (e.g., mayor or city manager).
            •    .  Clarify information flow.
            •      Institutionalize local government (city and county) involvement in the national policy.
            •      Explore local involvement through EPA's collaborative agreements with States.
    
     Principle: Considering Land Use                                                    •       •
    
            •      EPA makes land use assumptions and cleans up to anticipated land use.    »•••
            •      Institutionalize local community's involvement in defining optimal land use .
            •      Focus on satisfying conditions to remove from NPL site.
            •   .   Lay out least to most restrictive options for communities.
            •      Provide options prior to applying nine criteria.
            •      EPA must/should maintain some final decision-making authority.
            •      Communities are not monolithic.
            •      Develop criteria (environmental, industry, health) through workgroups/community
                   groups:
            •      Include dispute resolution process in national policy to address conflicts.
    
    Principle: Stabilizing the Housirie Market
    
            •      Review economics.                                                    '
            •      Involve community realtors, public officials, and other leaders.
            •      Provide incentives to remaining citizens.
                          Low market rate loans.
                          Home repair funding.
                          Funding to build parks.
                          Letters to realtors articulating clean-up and stating land has been cleaned.
                          Homestead exemptions.
    
    Conclusion and Next Steps
    
           Ms. Davies thanked the attendees for their participation and outlined the next steps in the
    development of the National Policy. Following completion of all stakeholder forums, the information
    received will be incorporated into the document, which will then be published in the Federal Register.
    After public comments are addressed, the document will be finalized and available for distribution to all
    interested parties.
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    98
    

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                       Superfund Relocation Discussion with State Government
                                             April 18,1997
                                                 ICMA
                                        777 North Capitol Street, ME      '  -    '..
    Introduction, Welcomes, and Purpose of Discussion
    
           Barbara Yuhas of the International City/County Management Association (ICMA) began the
    morning session.. ICMA is a professional and educational association of chief appointed administrators
    and assistant administrators serving cities, counties, regional councils, and other forms of local
    government.  Under a cooperative agreement with EPA, ICMA is working with the Office of Emergency
    and Remedial Response's Community Involvement and Outreach Center in coordinating a series of
    discussions with a broad range of stakeholder groups (industry, state and local officials, public health
    organizations, environmental groups, tribal representatives, and environmental justice organizations) on
    the issue of Superfund relocations.                              .      '
    
           Elaine Davies, Acting Deputy Director of EPA's Office of Emergency and Remedial Response
    (OERJR), welcomed the participants and observers to the forum. She then outlined the history of the
    Superfund Relocation issue as context for this forum with industry representatives. In 1995, a
    subcommittee of the National Environmental Justice Advisory Committee (NEJAC) requested that EPA
    look into developing a national policy for relocating residents affected by Superfund sites. Elliott Laws,
    then Assistant Administrator for OSWER, followed up by issuing a memorandum in May of 1995
    announcing the  Agency's intention to develop such  a policy. A Relocation Roundtable was held in May
    1996 to provide an opportunity for citizen arid community input regarding relocation issues and concerns.
    The current series of forums on relocation provides additional opportunities for industry representatives
    and other stakeholders to offer information alnd raise issues for consideration in EPA's development of the
    relocation policy and corresponding guidance. Ms. Davies  added that the Agency does not have specific
    preconceptions  of what should be included in the policy.
    
           Ms. Davies next presented some background information on Superfund relocations. The use of
    permanent relocations at Superfund sites has been limited, with only 16 cases in the history of the
    program. However, many temporary relocations have been implemented as part of both removal and
    remedial actions. Relocations are conducted within the context of EPA's two, main goals at Superfund
    sites: (1) to protect human health and the environment; and (2) to make the land available for productive
    use.  Generally, permanent relocations have been authorized in the past for two reasons: engineering
    and/or human health. She noted that the Agency takes  the decision to relocate residents seriously,
    understanding that the decisions  involved and the moving process are very stressful events for residents.
    
           Regarding the purpose of the discussion, Ms. Davies stated that the Agency is specifically seeking
    input on the process of deciding  whether or not to relocate,  as well as how to conduct the relocation. This
    includes looking for other authorities and resources available for use in relocations. The feedback from
    the stakeholder  forums will help to clarify how relocation fits within the overall site management strategy.
    Ms. Davies expects a draft policy will be issued as a Federal Register notice in the summer or fall of this
    year. As part of that effort, the Agency will prepare a responsiveness summary. A public comment period
    and a public meeting will occur following this publication.  A final policy may be available in 1998.
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                                                                                                                   iinniln i mini
    	I
    
    Will
                  fe:iew;ii,qf Agenda and Ground Rules - Mary Skelton Roberts, Program for Community Problem
                  Solving
                               ^k?!!on R°berts'the discussi°n facilitator, began by identifying overlapping interests for all
                  stakeholders Jg rejgcations.  These interests include the community, federal regulations, and land use.
                  Local issues are also important for stakeholders directly involved in specific sites.
                               I I   I I |                 ' '^'''.',,', :h    II                I  ii h       I
                         Ms. Skelton Roberts then listed the objectives for the discussion:
    
                         '       Assist ICMA in informing their constituents about the issues associated with relocation;
                         '       Gain insight and gather information from industry representatives.on the important
                 ,'•;,•;"!      ^y^^coiisicler.^!^^ regarding relocation issues; and
                         •       SJJPV experiences of current industry relocation practices and discuss the lessons learned
                        .,:,': ™: from those experiences.                                      .           '
                  |!>'H,: S, li  ' , ,i. ' ,* MI rHIlSJ'ML!  , I,Hi "lit, I . " . ,"  •' ,,i  I1.'1 , '.i. ,.  i..' if  ."I; .. !  •'  •,' ' I1 •.. "•, - ,„ •:' ' ,hi' •!• ,  .•". Mi i|, , ,  ' . ':'i,,	 , n " "I.. ' ' iiilMi! '",i' J' '" "'"! • '. il. "i*."1 .' ,:!",• ,:r , ,' „  I  • ,'[ ,,"l" .   ' ." '.I?,
                         Pa9hi participant and observer then introduced themselves and stated their expectations for the day
                 ^ *'st.of attendees .Is attacned)-	Common expectations included sharing perspectives and concerns,
                 listening to other's perspectives, sharing experiences/best practices with relocation, and gaining ideas to
                 bring back to companies and communities. At the conclusion, Ms. Skelton Roberts reviewed the ground
                 rules  for the discussion.
    
                 Overview of CERCLA and URA
                             'ii-Miltlli1 MlillSI
                         Sharon Frey of EPA provided an overview/introduction to Superfund and Superfund relocations.
                 M?: Frey explained that Superfund is another name for the Comprehensive Environmental Response,
                 Compensation, and Liability Act (CERCLA), which is the law that grants EPA the authority to address
                 hazardous waste sites. The regulations that EPA follows when implementing CERCLA are found in the
                 National Contingency Plan (NCP). Two types of response authorities are provided under CERCLA:
                         1 .) Reinova] authority, which includes quick responses to a release or threat of release (e.g.,
                         leaking drums); and
    
                         2) Remedial authority, which involves clean-ups that are more long-term in nature (e.g., ground-
                         water pumping and treatment, large-scale soil clean-ups).
                                                                                                               on
            Ms- Frey stated that the National Priorities List (NPL) is a list of potentially contaminated sites
    needing further evaluation; currently, there are approximately 1,200 sites on the NPL.  Sites are placed
    the NPL after they have undergone a preliminary assessment/site investigation (PA/SI). Preliminary
    assessment is the first phase of investigation whereby existing information is reviewed. Site investigation
    is thevsecond Phase involving some sampling to determine the substance(s) at the site.  The Hazard
    Ra^ng System uses PA/SI information to score a site for possible inclusion on the NPL. Once a site has
    136611 Placed onJ16 NPL? a ^medial investigation (RI) is begun. The purpose of the RI is to characterize
    *S^e.by..^en™Wn§,y/hat.M.9°Ptaniinated, what substances are at tfie site, and the extent of
    c°°*aSin,at»on,:  P16, resu.fe °f % RI then feed into the baseline risk assessment, which is a quantitative
    '"ffe1:5 P^Sedu!2e;s^mat6 ri,S!fs Posed  by the site. The baseline risk assessment identifies both current
    ^ Potential risks, who is being exposed, how they are being exposed, what they are being exposed to,
    and the non-cancer/cancer risks resulting from those exposures. The results of the baseline risk assessment
    allow EPA to determine if further action is  necessary at the site.
    
     ''i;L ;  '',•';•  ":;;  -^	'. ;:"	:" .".•':'.  ..  ",; :': 38
                  	I	
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            A feasibility study is then conducted to identify potential clean-up alternatives to address current
    and potential risks identified in the baseline risk assessment. Following the feasibility study, a
    comparative analysis is initiated using the NCP's "nine criteria" to compare advantages and disadvantages
    among the alternatives. The nine remedy selection criteria listed in the NCP are:
    
            •       Overall protection of human health and the environment;  •               '
            •       Compliance with ARARs;             •
            •       Long-term effectiveness and permanence;
            •       Reduction of toxicity, mobility, and volume through treatment;
            •       Short-term effectiveness;
            •       Implementability;
            •       Cost;
            •       State acceptance; and
            •       Community acceptance.
    
    Ms. Frey explained that the first two criteria are "threshold criteria" that every remedy must meet.
    Additionally, all remedies are required to be cost effective under CERCLA, which means selecting the
    best overall remedy (e.g, protectiveness  provided) for the money spent, not the least expensive.
    
            EPA's clean-up decision is then  outlined in a proposed plan that compares EPA's preferred .
    alternative with other alternatives based  on the "nine criteria".  Public comments must be considered and
    the final remedy decision is issued in the Record of Decision (ROD). The remedy must meet CERCLA
    section  121 requirements, which include: protection of human health and the environment, compliance
    with ARARs; utilization of permanent solutions and  alternative treatment technologies to the maximum
    extent practicable; satisfying the preference for treatment; and cost-effectiveness.
    
            Ms. Frey explained that relocation is an alternative that may be evaluated during the feasibility
    study using the remedy selection criteria. Generally, relocation cannot take the place of a clean-up.
    Relocation, in lieu of clean up, does not  ensure the remedy is protective, nor would it necessarily be a
    permanent solution to the contamination problem. EPA has selected permanent relocation at 16 sites,
    which is approximately one percent of all sites on the NPL. Relocation has been chosen when risks could
    not otherwise be addressed in a timely manner and/or when implementation of clean-up required homes to
    be demolished. Generally, EPA has used temporary  relocation in response to acute health risk from
    uncontrolled exposure and/or potential risk or danger during clean-up.
    
            In conclusion, Ms. Frey noted that regulations for implementing relocations are found in the
    Uniform Relocation Assistance and Real Property Acquisition Policies Act (URA), developed and
    maintained by the Department of Transportation. The purpose of these regulations is to ensure that people
    are treated fairly and equitably in cases, of relocation. The URA covers property acquisition procedures
    and relocation benefits that are to be offered to residents. Ms. Frey noted that the U.S. Army Corps of
    Engineers performs relocations for EPA.
    
            Following this presentation, several issues were discussed by the stakeholders:
    
            •       The Department of Health should play a key role in helping to provide information.
            •       EPA can begin relocation actions by asking state public health officials about the structure
                  .of communities and local contacts and finding the communities' "natural leaders."
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             •      Community Coordinators and other liaisons' experience iri communicating with the public
                    varies; some will be more skilje,4 than ^ others, Trftiijing could be provided.
             •      Community members go through a process, beginning with anger and distrust, when they
                    first learn of a relocation. An advisory committee can serve as a liaison.
    
    •'Case Studies ...........   ... '    ,    '.'...'              ,.......,    ,,,,,,
    
             Florida DEP-Don Harris. Escambia Treating Company Site
      ........ ''  '   '  '   "' ...........  '"' ............ , ' ' '    ''   ..... , ''  ' '    '  '"  .........     ,'''!'•'   ' '","' '' ''''"! ..... •   ' !  '  '''"'   ........ '' ''" ' '    '     , ' '
             Don I??nis stated tnat he nas been involved with the Relocation Pilot Project at the Escambia site
     from its beginning.  He explained that the press has always described the site as an.example of a regulatory
     failure. Mr, Harris discussed the history of the Escambia Treating Company Site, located in Pensacola,
     Florida, which was a wood preserving facility that began operations in 1942.  Contaminated wastewater
     and runoff were the primary wastes managed, with dioxin being the contaminant of greatest concern.  In
     the early years of operation, wastewater was sent to an unlined impoundment.  The nearby property is also
     a Superfund site, and earlier investigations there led to Escambia being discovered.
    
            In 1988, a RCRA Facility Assessment was performed. A site excavation was started in 1991.  The
     excavation was based on only a visual inspection, therefore, the extent of contamination was severely
     underestimated. During this excavation, the residents of the community were not informed of the reason
     for the disruption. It was not until March 1992 that the first public meeting was held. By that point,
     citizens were confused, distraught, and angry. Citizens blamed the site for their health problems and for
     % fortv deatn! tnat occurred in tne  community since the excavation began. (No direct correlations have
     been proven.) The construction mound was referred to as  "Mount Diqxin," EPA continued to receive
     XgW negative gress. In March,  GATE (Citizens Against Toxic Exposure)  was formed.  The second and
     third public meetings were held that year as well
    
       [    During the next two years, public resentment grew.  The citizens declined to participate in any
           studies Pr°P°sed by EI>A. believing that the studies were inherently inconclusive and would be used
         ?A to avoid talking action at the site.  GATE became a stronger citizens movement, and by June
     1924. Escambia became a significant environmental justice site. Many community members wanted to
     re!ocate-. !t waf not until November 1 994 that the first meeting was held by a Community Working Group
     to establish meaningful relationships and communication with the citizens. Mr. Harris noted that this
     meeting, held three years after excavation began, was far too late to be useful.
              r- ¥arris ?ontmued the site history by explaining that in November 1995, sampling was
    conducted and EPA established clean-up levels.  On an interim action, sixty-six of the three hundred and
    fifty- eight households near Escambia were selected for relocation.  In May 1996, a Relocation Roundtable
    was conducted, where GATE expressed its belief that every citizen (all 358 homes) should be relocated.
    In August 1996, an addendum to the earlier April Proposed Plan was issued, stating that 101 households
    would be relocated. An additional thirty-ficee added due to welfare reasons. By October, EPA stated that
    ^toreehundred anj fifty-eight homes would be relocated. A public meeting was held informing the
    community members that it would take three years to conduct the relocation. In February 1997, the
    Interim Action ROD was signed.
      ...... ?:''•••  '  ' ':'"•'!*:'  !:p  :' "   •>••••  '„••' \  •  ••" ,' '•  •  ••••"}.  •  ••' -  •,-."•."• y-[:;, . ..... JV -•:•• ',',•.-.<• v" •,„;•.."•. •   ^  <• '- :,  :
    
           In conclusion, Mr. Harris noted the following problems presented at the Escambia site:
     , !!!,'""', "! „   , ' .,  ? ' ....... ,!, '  i 'Bil!1 1 , '" :|i .....  ,1,.'"    ,"''••  '    ,r'   ,. ill ' " \   ' ,''' ' '  ,„  " "  "' ',: j1! . ,• , 'Uli1 '.', " . " 'I11'1" • ! , "'' ,' .  " '! '; i,,  ,' .....  '   ', •;.: " -i1 I"
                   The community's "us against them" attitude;
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            •       Poor EPA public relations planning;
            •       Public meeting should not have moved from the school to a church; and
            •'      With no agenda for the public meetings, EPA lost control to GATE.
    
            Questions to Mr. Harris:
    
            •       Virginia Wood asked if EPA relocated the entire town based, on welfare issues.
                   Mr, Harris responded that welfare was the reason.
            •  '     Anita Gabalski inquired about the citizens who did not want to relocate.
                   Mr. Harris explained that 99 percent of the community wanted to relocate.
            •       Ms. Gabalski raised the issue of citizens'personal belongings.
                   Mr. Harris answered that the issue has not come up yet.
            •       Mr. Anderson asked about a PRP.
                   Mr. Harris explained that the company filed for bankruptcy.
            •       Ed Putman inquired about the construction dirt.
                   Mr. Harris responded that the dirt is stockpiled on site.
            •       Ms. Wood asked what caused the citizens stress.
                   Mr. Harris explained that stress was primarily due to citizens' lack of knowledge
                   about the situation and perceived connection of the site to their diseases.
            •       Lavern Ajanaku asked if air monitoring was conducted.
                   Mr. Harris responded that it was but the validity is questionable.
    
    Nancy Skinner - Daybreak International
    
            Nancy Skinner described how, following the Great Flood of 1993, a group of professionals
    assembled to help rebuilding communities take advantage of the unique opportunity to use the federal and
    state funding provided to redevelop their towns in a sustainable manner. Sustainable development can be
    defined as "development that meets the needs of present generations without jeopardizing the needs of
    future generations." It is an innovative framework of thinking that includes: economic considerations;
    environmental factors; and social/quality of life aspects to produce an outcome that provides benefits
    under all three considerations.
    
        -   To begin the initiative, forty national experts in sustainable development gathered at the'
    Wingspread Conference to design a process to assist the flood-stricken communities rebuild in a
    sustainable fashion. The resulting recommendation was that, to facilitate significant value-based change
    and the adoption of new technologies and design techniques, communities would need a facilitated
    participatory process.  Through this approach, a multi-disciplinary team would help them to identify their
    core values and vision for the future, introduce sustainable technologies and design techniques, and help
    local planning and design professionals incorporate the ideas the community wished to pursue into the
    planning process.  Therefore, a sustainable redevelopment team was formed consisting of three segments:
    1) a Federal government Interagency Task Force, consisting of representatives from EPA, DOE, DOI,
    HUD, etc.; 2) a State Task Force, composed  of state agencies; and 3) local citizens committees, each of
    which pursued a different issue. Ms. Skinner noted that the local citizens committees were extremely
    empowering because the residents were the decision-makers. Each segment communicated often and
    received input from other levels of the team. Several issues were dealt with by the sustainable
    redevelopment team, including land use, pedestrian-friendly neighborhoods, preserving a wildlife corridor,
    infrastructure, energy sources, increasing resource use, and economic development.  As a result, Ms.
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                  Skinner stated that the residents forgot they were flood victims because they became integrated in the
                  process of designing their new community.
    
                         The city of Valmeyer, Illinois, agreed to be a pilot project. A Design Assistance Team was
                  assembled and a series of workshops was conducted. First, the workshops conducted a "visioning
                  PI00655" in wl?!cn I*16 residents Designed their new community (e.g., things they wanted to keep and things
                  they wanted to eliminate). The second workshop involved a design charrette, which investigated land use
                  °Ptions and aPy additional factors involved with creating a new town.  Several innovative ideas were
                  PIesented to.*.? r?sjdents as alternative approaches (e.g., solar energy options, constructed wetlands,
                  a!ternat've ro°fing materials) for achieving a sustainable community. Residents conducted inventories that
                  would set the sjancjards for their new community; inventories included energy, economic development,
                  •Waiity of life, and a physical characteristics inventory.  Then the residents were presented  with a plan to
                  rgview and critique.
    
                         Ms. Skinner described several lessons learned at the Valmeyer project.  She explained that
                 communities are interested in sustainable development.  Also, Design Assistance Teams are very  helpful
                 in guiding community members and providing early assistance.  Ms. Skinner also explained how  the
                 multi-disciplinary approach is integral to the process. She noted that remaining issues include having an
                 RI/FS conducted, Corking out liability issues,  and meeting adequate housing issues.
    
                        In conclusion, Ms. Skinner explained the following transferable principles from flood relocations
                 to Superfund relocations:
                                                                               !   .   ,
                        •      Turn negative situations into positive ones;
                        •      Organize effectively;
                        •      Utilize a visioning process;
                        *      Accomplish multiple policy objectives (e.g., energy, environ
                        •      Use monies in a positive way and obtaining positive press.
                 Questions to Ms. Skinner:
                               Ms. Roberts asked if local planning agencies were involved.
                               MS. Skinner answered yes, they were involved early in the process.
                               Larry Bryant asked about the population and if this process would be effective for a larger
                               community.
                               Ms. Skinner noted that the pilot project town has a population of WOO. She noted that
                               sustainable development ideas could benefit any size population.
                               Andres Carlson remarked that flopd scenarios are different from Superfund relocations
                               because there is a definitive starting point.  Furthermore, Superfund does not have the
                               same resources available that flood victims do.
                               Ms. Skinner responded that the Superfund relocations need to look to multiple
                               government agencies for resources.                              .    •          '
                               Mr* AndersonBasked how the land for th^;new siteis selected.
                                  . Skinner answered that soils, winds, and agricultural sites were considered.
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          .   NY Department of Health-Anita Gabalski and Andres Carlson. Forest Glen. New York
    
             Andres Carlson gave a background description of the New York Department of Health. It has a
     staff of 35 with a case load of 900 inactive sites. They have a cooperative agreement with the New York
     Department of Environmental Conservation, and many investigations are performed through contractors.
     The Department of Health primarily samples drinking water. Anita Gabalski described her Community
     Outreach program. It is not a public relations center. Ms. Gabalski's program teaches public interaction
     skills to people with more technical experience. The program teaches the following principles:
    
             •       Recognize the human connection - every action affects someone;
             •       Communicate effectively;                        .                        .
            '••       Remain flexible; .'.-,.•
            •       Involve the community;
            •       Consider welfare issues and psychological impacts; and
            •       Utilize health studies.
    
            Mr. Carlson described the history of the Forest Glen site in Niagara Falls, New York.  It is an
     older community of trailer parks on a twenty-one acre  subdivision. There are fifty-one trailers and two
     permanent homes sited on top of a filled-in wetland. During the 1980's, sitings of hazardous waste were
     reported. Samples taken were inconsistent and not definitive. Hie problem stemmed from the fact that,
     although there was obvious contamination, it could not be defined and:the solutions were not clear.
     Forest Glen became a Class 3 site because the data did not prove overwhelming evidence of
     contamination. The County Health Department objected, and the site was listed as a higher priority Class
     2. At this point, funding was provided and samples were taken.  Tentatively identified compounds (TICs)
     connected the contamination to the rubber industry.  A sampling survey showed that residents living in the
     northern section of the site experienced more illness. In July 1989, a preliminary risk assessment was
     conducted by ATSDR. In November of that year, Forest Glen was listed on the NPL and a temporary
     relocation started.
    
            Ms. Gabalski then described the community living at Forest Glen. She sought to provide a
     resolution to community members' psychological impacts, and mentioned how ASTDR staff also noted
     community stress.  Their stress had been compounded because the Forest Glen site is located just three
     miles from Love Canal. Many organizations that had been involved in Love Canal bombarded the
     residents of Forest Glen, adding to their  stress.  When even these citizens' groups lost credibility, the
     residents felt alienated. Ms. Gabalski described one individual who did aid the residents and became their
     spokesperson. She described how a FEMA representative had become trusted by going door-to-door, but
     he left when remediation started; the new FEMA representatives were not trusted. Residents were
     frightened when they were told not to grow gardens or let their children play in the yard. She discussed
     negative counseling and housing issues caused by FEMA. As a result, Ms. Gabalski recommended that,
     when approaching residents, there is a need for honesty, good listeners, and immediate information.
     Additionally, Ms. Gabalski explained the stress felt by those, like herself, who worked there. Everyone
    had to organize to fight feelings of change, isolation, social rejection, misinformation, and lack of
    communication.  Forest Glen's first struggle was internal, with debate over leadership and power. The
    second struggle was against the negative media attention.
                                                    I
    Questions for Ms. Gabalski and Mr. Carlson:
    
           •       Mr. Anderson asked how the Forest Glen site was concluded.
                                                                  , • • •             i
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    [''iiflipisi"!	ii'iini wii"!'1'
                                 Ms. Gabalski responded that it had intended to serve as a model, but was not.  The
                                 site became involved in a capacity assurance plan that caused many problems.
    
                  Large Group Discussion
    
                         Community Relations
    
                         T^?||ciJi||tpr began the large group discussion by asking participants what the case studies had
                  taught them about the relocation process.  A key point raised is that EPA and all other stakeholders need to
                  be involved early in the process. Consistency is important, especially among different government
                  entities.  Discussion also focused on the community involvement people; they are essential to relocation,
                  and should be given more credit and power throughout the process. Community involvement people
                  should also work directly with remedial project managers. Stakeholders must not lose sight of the fact that
                  relocation involves a "community in crisis."
                         Stakeholders discussed how trust and credibility should be strived for from the start in order to
                  establish the foundation for teamwork among stakeholders. Communication among all stakeholders is
                  essential. Interdisciplinary teams that report back to one another could increase communication across all
                  levels.  Creative methods of communication with the involved community need to be utilized as well,  such
                  as small groups or availability sessions in lieu of general public meetings.  An important point is that the
                  community's concerns should never be overlooked or forgotten.
    
                         Participants agreed that state and local entities should develop a living community relations plan
                  *a,t is used in vision and implementation. These plans are currently unread and unhelpful in the relocation
                  Pl^ess. The process needs to be humanized. It was  also noted that approachability is important;
                  government entities need to be trustworthy and honest, especially when entering in at the middle of a
                  relocation process. It was suggested that the state cost share provisions in CERCLA Section 104 must be
                  changed to eliminate cost share for relocation costs. Also, redefining the Section 104 of the law
                  (Acquisition of Property) to read "State or political subdivision" would allow local entities to become
                  actively involved.  However, this removal or transfer to local entities could prove to be problematic with
                  respect to the cost share option, because Superfund would have to be reauthorized to achieve this change.
    
                         Permanent Versus Temporary Relocation
    
                         The group then moved on to discuss what criteria would result in a temporary relocation
                 Becoming a permanent one. An important criteria noted is when the actual level of contamination is
                 greater than  originally thought (i.e., constituent concentrations are higher than risk-based numbers). Also,
                 sensitive populations would require a permanent relocation.
    
                         A further criterion was when the time frame for a temporary relocation becomes longer than
                 originally planned, or is estimated to be unreasonable. One participant said that: a temporary relocation
                 ^^l1116?,^?.0,^??.!!!?16? lt continues Pne day longer than what the residents were originally told. Social
                 considerations oftentimes make a temporary relocation too long. Another issue to advocate a permanent
                 ^location is  when the cost of a temporary relocation is unreasonably high,  making a permanent relocation
                 an economically better option, or if the land on-site is needed in the remediation process.
    
                        At this time Larry Bryant shared his experience of a temporary relocation situation that became
                 permanent.  Continual postponement of certain clean-up measures had continued to delay final clean-up at
    
                              	  •         ..    .              44	    ''.  .      .
    

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     the site.. Ambient air quality monitoring was not adequate enough, and after six months residents were
     still out of their homes. Finally, it was decided that permanent relocation would be a more timely option.
     The community was permanently relocated and the apartment building on the site was demolished.  The
     daytime relocation option had been considered in this case, so that residents would be away from their
     homes while clean-up activities occurred. However, the media were involved in this case and the fear
     factor among residents was too great.  In addition, there were too many children in the area to feasibly
     allow daytime relocation.
    
            This led the group into a discussion of safety issues, such as how to secure a site during clean-up
     activities.  Many mentioned that barriers and 24-hour security are necessities during clean-up procedures.
     Alarm systems were also mentioned as possible security measures at a site.
                                                           f              •            -'-        '
            Threshold Criteria
    
            The facilitator then asked the group to think about what the threshold criteria should be for a
     relocation. The group suggested a number of criteria that should spark the relocation process:
    
            •       Physical safety.  Potential danger and fear must be eliminated. This criteria will be very
                   site-specific;  therefore, flexibility is essential when responding to the events at the site.
            •       Human Health. Data on human health risk and the contamination at the site need to be
                   thoroughly evaluated. These data can then be backed up by other criteria, such as
                   personal emotional welfare or community stress level.
            •       Noise.                               ,            ;             *
            •       Physical proximity to contamination. When contamination exists within the actual
                   residence, relocation is a must.
            •       Length of clean-up. If the length of clean-up is estimated to exceed a certain amount of
                   time, temporary relocation is necessary. Most participants agreed that a temporary
                   relocation that exceeds six months should become a permanent one.
            •       Quality of life. When relocation would be a smaller burden than remaining on-site during
                   clean-up, it is clearly a better option.
                                              /               .                                 •
            Quality of life, and how it should be defined, was then discussed by participants. First,
    participants discussed holistic health and how it could define an aspect of quality of life.  Virginia Evans
    defined holistic health as any area that would negatively impact the physical, psychological, and social
    lifestyle of an individual to the extent that health would be jeopardized. Holistic health would be
    measured by beginning with definitives such as urine sampling and air sampling to prove the existence of
    a health issue. Ms. Evans stated that there is documented evidence that emotional responses are just as
    important as existing contamination when evaluating quality of life. Many of the "hard scientists" found
    this entire idea problematic. Bill Perry stated that if a foundation is laid with health science and hard
    scientific evidence, this type of holistic health evaluation could work. However, it is important to be
    careful not to set a precedent that would allow communities to relocate simply because they do not like
    where they are living. Escambia was mentioned as an example of how relocation can end up being too
    inclusive.
    
            Stress was considered another important aspect in the evaluation of quality of life. Participants
    agreed that stress is not specifically identified under risk within the definition of a Superfund response, but
    instead can be included as part of welfare. All participants agreed that stress should indeed fall under
    public welfare.  Stress was thought to encompass three areas:  stress of the contamination at the site;
    
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      economic stress; and social stress. When addressing stress, it is important to consider all these areas of
      possible stress.  One participant reminded the group that community members are much less stressed about
      relocation when they are alone; when the community meets as a whole they feed off of each other to
      escalate the situation.  Ways to avoid this situation should be determined as well.  Another participant
      mentioned community stress counseling. ATSDR has done this sort of counseling in the past through a
      collaborative: effort with local clinics. One-on-one counseling is not covered by the Fund, but local
      occupational environmental clinics that are affiliated with nearby universities are another possible
      resource. Funding for this is usually through individual community members' insurance policies.
      Graduate students and the Red Cross were also mentioned as  possible resources for stress reduction
      activities. But whatever the method employed, empowering the community as a whole from the
      beginning of the relocation process is a preventative approach to reducing stress.
    
             Natural  Versus Social Sciences
    
             The.SF9uP.*en discussed the differences between natural science and psychiatry.  One participant
     stated that EPA and many State Department of Health programs do not have the experience or expertise to
     evaluate things like quality of life. In addition, once data such as this is measured, how should the results
     be compared with natural science data? A participant suggested that utilizing parameters in psycho-social
     assessments to back up hard science would indeed improve the community's quality of life.  Using work-
     related stress and behavioral response documentation from natural disasters would aid in the study of this
     issue. Because a Superfund site is a lightning rod for all other socio-economic Issues, all these issues tend
     to be expressed at once. Relocation needs to be based on hard science and issues such as quality of life
     that are a part of the; political arena that the site is jn.
            Participants expressed concern over placing too much weight on community welfare and quality
     of life, for citizens will never respond in an identical fashion to Superfund issues, and some people lack
     the capacity to handle anything well. In cases such as these it is difficult to determine whether the
     presence of a Superfund site is causing specific behaviors, or whether they existed all along.  One
     participant mentioned that at some point EPA must also take responsibility for the health and
     psychological effects caused by its own negligence.  EPA staff should be trained to better handle
     relocation problems and better respond to community members.
    
            Some participants did not see psychological or sociological evidence of distress within a
     community as adequate justification for a relocation. These participants argued that while "soft science"
     can piggy back onto hard scientific evidence, the "hard science" is obligatory. Other participants believed
     that if the psychological or sociological evidence of distress within a community was strong enough, this
     should be adequate reason to support a relocation. The group came to no conclusion on this issue, except
     that "hard and soft sciences" would continue to be a universal point of disagreement.
    
           The facilitator then asked the group what a successful relocation "toolbox" would contain. The
    following items were suggested:
    
                   Creation of realistic expectations before interacting with the community;
                   9n:Scene coordinators who are well-informed and able to interact with'the community;
           •      «'Adequate funding;
                   Co:mmunication among all stakeholders, but especially between EPA and the community;
           :*,•:.     PtiHzation of outside resources when the clean-up involves non-CERCLA hazardous
                   substances;
                 ; ,/,!"!,  ijT'R  ,.'    ' •.,'.'..	      ',   , !r i • i  .,'. v '.  i1 ,i" ,.'.'. '.'.'.'l.'l '.ill* I,1',  ,!'. I "•'::'', '  '•••   •.. '• •  . ' ••• ;  i.'	', i
    
                   *'  ":".  : '    : •   '  ,  :    '    .     46         "    '": :	
    

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            •       Stress reduction efforts for all stakeholders;
            •       Collaboration between EPA and state and local governments;
            ,•       Crisis intervention training for community involvement specialists;
            •       Multi-agency group training and team building in order to better coordinate when sharing
                    funding, people, information, and resources;
            •       Utilization of local resources, including community members;
            •       Definition of each stakeholder's role in the process before it begins; and
            •       Communication of successes to other regions through guidance documents or models.
                    (However, participants agreed this would be problematic since there is little consistency
                    across regions and little time to study  other regions' activities).
    
            Recommendations           ~
    
            At this time, the group reviewed all they had discussed, and concluded with four basic
    recommendations:
    
            •       TRAINING.  EPA staff as well as all other stakeholders need training so that stressful
                    situations can be approached using normal communication  and helpful forms of
                    interaction.
            •       CONGRESS. A recommendation has to be made to Congress regarding the nine criteria,
                    and community involvement should be more heavily weighted. If possible, the cost share
                    option should be removed from CERCLA.
                    START EARLY AND LEAVE QUICKLY.  The process should begin at the site as soon
                    as possible, and all efforts should be made to come to a resolution as soon .as possible.
                   Realistic expectations and schedules should be followed, but ambiguity should be avoided
                   at all cost.
            •       COMMUNICATION. At all points in the process and among all stakeholders,  '
                 •  opencommunication is essential.
    
    Conclusion and Next Steps
    
            Suzanne Wells discussed next steps in taking the information from the forum and drafting the
    relocation policy. The first step will be for the workgroup to craft a draft policy. She asked the state
    government representatives' opinion on their willingness to participate further in the process, possibly
    through the involvement of representatives from each forum in collaborating to draft the policy. It was
    suggested that the state and local government representatives meet to work out issues specific to them, and
    many of the stakeholders agreed that would be a positive step. A  state and local government
    representatives forum would also allow issues other than relocation to be addressed, benefiting the Agency
    overall. Finally, Shannon Flanagan explained that the next meeting would include public health officials.
    She asked for suggestions on people who should be invited to attend and indicated that anyone who has a
    suggestion should contact her.
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    ' f  III: II .ii'   ,   '    i'!!::,!1" Ill,
                                                                                                                    48
    

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        Superfund Relocation Discussion with Environmental and Public Health Representatives
                                                May 1,1997
                                                   ICMA
                                        ,.  777 North Capitol Street, NE
      Introduction, Welcomes, and Purpose of Discussion
    
              Barbara Yuhas of the International City/County Management Association (ICMA) began the
      morning session. ICMA is a professional and educational association of chief appointed administrators
      and assistant administrators serving cities, counties, regional councils, and other forms of local
      government. Under a cooperative agreement with EPA, ICMA is working with the Office of Emergency
      and Remedial Response's Community Involvement and Outreach Center in coordinating a series of
      discussions with a broad range of stakeholder groups (industry, state and local officials, public health
      organizations, environmental groups, tribal representatives, and environmental justice organizations) on
      the issues of Superfund relocations.
    
             Suzanne Wells, Director of the Superfund Community Involvement and Outreach Center,
      welcomed the participants and observers to the forum. She first outlined the history of the Superfund
      Relocation issue as a context for this forum. In 1995, a subcommittee of the National Environmental
      Justice Advisory Committee (NEJAC) requested that EPA look into developing a national policy for
      relocating residents affected by Superfund sites.  Elliott Laws, then Assistant Administrator for OSWER,
      followed up by issuing a memorandum in May of 1995 announcing the Agency's intention to develop
      such a policy. A Relocation Roundtable was held in May 1996 to provide an opportunity for citizen and
      community input regarding relocation issues and concerns.  The current series of forums on relocation
      provides additional opportunities for different groups of stakeholders to offer information and raise issues
    '  for consideration in EPA's development of the relocation policy and corresponding guidance. Forums for
      industry, state government, and local government representatives have already taken place and two
      additional meetings for environmental justice and tribal representatives are in the planning process. The
      Agency is seeking a national perspective from the forums to apply while drafting the relocation policy.
    
            Ms. Wells next presented some background information on Superfund relocations. The use of
      permanent relocations at Superfund sites has been limited, with only 16 cases in the history of the
      program. However, many temporary relocations have been implemented as part of both removal and
      remedial actions. Permanent  relocations have been authorized in the past for two reasons: engineering
      and/or human health. The goal in cleaning up the sites is to restore the land to its intended use, therefore
      the Agency tries to restore residential property to residential clean-up standards.
    
            Currently,' 1300 sites are listed on the National Priorities list (NPL), many of which are near
     residential areas. Ms. Wells explained that permanent relocation is not feasible for all sites for a variety of
     reasons: relocation is a serious event that is disruptive and can destroy the social fabric of a community,
     and temporary relocations can be used with successful clean-ups where residents are able to return to their
     homes. Relocation is a last resort option. However, permanent relocations may be considered in cases
     .when it is more cost effective to clean up the area to industrial standards and relocate the residents or when
     citizens express the strong desire to be permanently relocated.
                                                    49
    

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    ll 111
    
    II 111
            Ms. Wells concluded by noting that relocation is a very visible issue for the Agency, making
    stakeholder input critical to policy formulation.  She then outlined the Agency's plan for developing the
    relocation policy, emphasizing that the Agency has no preconceived notion of its content. A draft policy
    will be developed based on the input from this series of forums.  A group of stakeholder representatives
    will be convened to engage in a dialogue about difficult issues that arise during this process. A draft
    policy will be published as a Federal Register notice and a public meeting will occur following this
    publication.
                   Review pf Agenda and Ground Rules - Mary Skelton Roberts., Program for Community Problem
                   Solving
                                                                                      "1 ; I'1 '„! '• '"!'!>
                          Mary Skelton Roberts, the discussion facilitator, began by identifying overlapping interests for all
                   stakeholders in relocations. These interests include the community, federal regulations, and land use.
                   Local issues are also important for-stakeholders directly involved in specific sites.
                          "  IM  ...... i       .........    ......  '             *                                    '
                          j ...... i, *,i1iiil:i!ii,'i;:1.
                          Ms, Roberts then listed some of the objectives for the discussion, including getting input from
                   stakeholders early in the policy development process, learning what is important from a variety of
                   perspectives, and bringing expertise.  She added that the focus of the discussion should apply to criteria
                   and factors in deciding whether to conduct a relocation.  Finally, the ground rules for the forum were then
                   reviewed [see attachment].
    
                          The participants and observers then introduced themselves and stated their expectations for the
                   day.  [the attendee list will be attached]. Common expectations included listening to others' perspectives,
                   sharing experiences and insight, and addressing public health considerations, such as sociological and
                   psychological affects.
                   Overview of CERCLA and the URA
    
                          JoAnn Griffith of EPA provided an overview of EPA's experience with relocation. She began
                   with an introduction to the Comprehensive Emergency Response, Compensation, and Liability Act
                   (CERCLA), which grants EPA the authority to clean up sites to protect human health and the
                   environment, and the National Contingency Plan (NCP), which sets forth regulations to implement
                   CERCLA provisions.  Two types of response actions are identified in CERCLA:  i) removal actions are
                   used when immediate action is required; and 2) remedial actions are used in longer-term, non-time-critical
                   events.        	"   "     . .  '..  "  '   :'  " .,' .  	 ,  	:	,'!	'',	,"	'	'.' '   	,"„	"	
    
                          Ms. Griffith explained how relocations fit within the context of CERCLA and the NCP:
                   relocations are one type of response action under these authorities. Temporary relocations may be
                   conducted during removal and remedial actions, while permanent relocations are considered only under
                   EPA's remedial authority.
    
                          Sites that may require these actions are first listed on the National Priorities List (NPL), a list of
                   potentially contaminated sites. A site is placed on the NPL after a preliminary assessment, site
                   investigation, and hazard ranking classification are conducted that demonstrates the potential pathways
                   and types of contamination. A governor's letter is also required for a site to be put on the NPL.
                                                                 50
    

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             Once a site is placed on the NPL, the remedial response decision process begins.  It is at this point
     when relocation comes into the decision-making process on a site. The first step is a remedial
     investigation to characterize site contamination and determine any long-term threats. Next, a baseline risk
     assessment and a feasibility study of clean-up options (if the risk is unacceptable) are conducted. The
     baseline risk assessment is a quantitative analysis of both current and future risks to determine cancer
     risks. During the feasibility study, a comparative analysis of options is conducted in which tradeoffs
     among various clean-up activities are examined.  Relocation may be considered as an option at this point.
     In this analysis, EPA uses a set of nine criteria to compare various clean-up options and select alternatives
     that are protective of the site and satisfy cost considerations.  The nine remedy selection criteria listed in
     theNCPare:
    
             •       Overall protection of human health and the environment;
             •       Compliance with ARARs;
             •       Long-term effectiveness;
             •       Reduction of toxicity, mobility, or volume through treatment;
             •       Short-term effectiveness;
             •       Implementability;
             •       Cost;
             •       State acceptance; and
             •       Community acceptance.
    
     Ms. Griffith noted that implementability factors are carefully considered in relocation, including
     availability of housing.
    
            After the initial assessment of clean-up alternatives, a proposed plan is released and community
     comment on the selected alternative is solicited. The evaluation of clean-up alternatives appears in the
     Record of Decision (ROD) for the site.  Remedy selection also must follow CERCLA provisions requiring
     that the selected remedy be protective of human health and the environment, comply with ARARs, utilize
     permanent solutions to the maximum extent practicable, satisfy the preference for alternative treatments,
     and be cost effective.  Ms. Griffith clarified that cost effectiveness involves evaluating overall tradeoffs in
     cost versus additional benefits associate with higher costs.
    
            EPA has selected permanent relocation as part of the remedy in 16 Superfund cases.  The two
     primary rationales behind this selection are health considerations (risks exist that could not be otherwise
     addressed in a timely manner without relocation) and engineering considerations (homes require
     demolition to properly implement the clean-up). Temporary relocations have been selected in many cases
     due to immediate or acute risk to human health or potential risk or danger during clean up implementation
     (e.g. emissions, heavy equipment, concerns about liability for potential injury). Most temporary
     relocations are short-term, but some cases have resulted in permanent relocations.  Examples of successful
     clean-ups and temporary relocations include Lorraine County, OH; Glen Ridge, NJ; United Creosote in
     Texas; and Ralph Grey Trucking in California.
    
           Regulations for implementing relocations under the Uniform Relocation Assistance and Real
    Property Acquisition Policies Act (URA) have been developed by the Department of Transportation. The
    purpose of these regulations is to ensure that people are treated fairly and equitably in cases of relocation.
    The URA covers property acquisition procedures and relocation benefits that are to be offered to residents.
    Ms. Griffith noted that the U.S. Army Corps of Engineers performs relocations for EPA.
                                                   51
    

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                 Questions:
    ...!;",!!;.! t" s,|	"
                        Dr. Couch asked what kind of data are used in the bj^elin>
                        The data includes the extent of contamination, calculations based on soil concentrations and
                       .length of exposure to determine the potential increase in cancer risk. Actual health data is not
                        used. ATSDR health assessments are more, qualitative and involve sensitivity considerations and
                        site-specific factors. The ideal assessment would mesh these two methods.
    
                        Another participant asked what happens after EPA makes the decision to relocate.
                        The Army Corps of Engineers implements the relocation through an Inter-Agency Agreement
                        because EPA does not have property acquisition authority. EPA does maintain control, but the
                        exact roles of each agency are determined on a site-specific basis. The Bureau of Reclamation is
                        also involved in conducting relocations in the Western U.S.
                Case Studies
                                                                                       •  j    '     ,          .
                        Dr. Stephen Couch - Centralia. PA
    
                        Dr. Stephen Couch of Penn State University presented a case study of the Centralia, PA, coal mine
                fire. His presentation focused on his research on community response to Chronic Technology Disaster
                (CTD). In some cases of disaster, such as in Centralia, a break-down of the community occurs as opposed
                To cbmmumg ^members supporting each other in dealing with the incident. He emphasized that
                understanding trie general characteristics of a community's response to contamination is important to
                consider in relocation decisions.
            Dr. Couch first presented several quotes from affected individuals to illustrate the differences in
    helpful behavior and animosity among community members following a disaster/He then outlined the key
    characteristics of Chronic Technical Disasters;
    
    •       Long-lasting.
    |       Bi|h level of human/technical disasters.
    »       Environmental contamination that involves changes individuals' relationship with nature.
    jlilik!          I III l  I  II                         I                    III
    Examples of CTD include chemical contamination, radiation leaks, and coal mine fires.
    
            Dr. Couch then gave a history of the Centralia community and the mine fire. The coal mine fire
    1M discovered in J 962 and was thought to have started from an illegal garbage dump in the mine outside
    ||e town.  Tjie fire spread underground, moving under one-third of the town by the early 1980's.  At that
    time, steam and dead vegetation brought the problem to citizens' attention and complaints were raised. A
    citizens' group, organized in 1981, pushed for government involvement and relocation.  Conflict then
    developed between this group and those who did not want relocation.  Eventually, seven grassroots groups
    developed among the 1000 citizens of Centralia. Severe conflict arose among the different groups, up to
    the point of physical violence and threats.  In 1983, a government-sponsored study was released that stated
    the fire would eventually bum under the whole town and pose a danger to the health and safety of the
    residents.  Government action was undertaken that year in the form of a voluntary relocation plan and
    Congress authorized $42 million for the relocation of 1000 citizens and some businesses. The relocation
    Was made mandatpry in  1992 by the State of Pennsylvania. The relocation is still ongoing, with fifty
    families remaining in the town, although the State now owns the property.
                                                              52
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             Dr. Couch stated that, in general, communities affected by CTDs share several characteristics.
     These communities are more likely to consist of low socio-economic status, racial or ethnic minorities, and
     be located in-rural areas.  Centralia, for example, is a working-class coal mining community.
    
             He stressed that physical effects of CTDs are often ambiguous, leading to different interpretations
     of the severity. The effects can be invisible as well. Examples of ambiguous evidence are the Escambia,
     Three Mile Island, and Kennedy Heights sites. He added that Centralia is an example of invisible effects'
     because evidence changes depending on the weather. He also noted that in comparison to natural disasters
     in which human/biospheric relations are not changed, these relations are damaged in CTD.
    
             Social effects of CTDs includer(l) Reality dysfunction in which differences in perceptions of
     reality make communication difficult; (2) Chronic instability in the community caused by the domination
     of new social patterns; and (3) Social conflict within the community and among communities. It can be a
     major accomplishment to  simply get citizens to gather and discuss issues due to these effects. Dr. Couch
     added that the social effects transcend cultures, as they can be seen in a variety of communities throughout
     the world.                                                     '.
    
             Dr. Couch then described the "culture of distress" that grows out of a disaster. This culture leads
     to the breakdown of the community and a loss of social support.  Factors of this culture include:
    
     •       Severe uncertainty.
     •       Feelings of powerle'ssness.
     •       Pervasive fear.
     •       Constant vigilance (everything is linked to contamination).
     •       Stigmas on individuals and the community.
     •       Social isolation.
     •       Disillusionment with the system.
     •    •   Anomia (norms by which they live do not get people what they want).
     •       Alienation from neighbors, government, and institutions.
     •       Anger.
     •       Blame.
     •       Mistrust.                            ,
     •       Social conflict.
     •       Pre-occupation with contamination.
     •       Change in perception of "home."
     •       Problem seems endless.                  .                         '           '          ''.
    
     Psychological effects include:
    
    .•      Increased anxiety.
     •      Increased physical (somatic) complaints.       •
    •      Intrusion/hypervigilence.
    •      Avoidance/denial,
    •      Depression.
    
           Next, Dr. Couch presented a model of the stages of natural disasters and CTDs. He noted that
    with natural disasters, communities tend to move though several stages from warning to recovery, while
                                                   53
    

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                   with CTDs, cpmmunities do not move beyond the initial stages of warning, threat, and impact to get to the
                   recovery stage. He suggests that this is due to disagreement from ambiguous evidence.
                         1 !;,  ':!,'!',:!!!!::;!  :!',!::::!, "!  ,: ", "j:  ' ",i:,1 I!!1':	; ''I!",,1'1' ,,  '  ',''; ', ' "  -:1' ' '' !'„ V1: '!'", ";,'!; I11:",:11"'; 'I11!11;!'!1';1,1',11	!	 '",:' ' !; I"!!'•'! ':''i1'  ";i'!'"!':l
    
                          He described the outcomes of CTDs as a continuum between a technological solution (e.g.,
                   remediation) and relocation. Usually the outcome is a combination of both.  He also noted that with
                   Superfund, the technical solution must be completed when relocation occurs.  Problems with technical
                   solutions may result because, with ambiguous evidence and the resulting mistrust, not everyone is
                   convinced that the problem is solved. In addition, relocation may lead to the community "dying."  In
                   Centralia, most of the community was moved and their homes torn down, but the government promised to
                   continue to support the community.  After several efforts to maintain the area, wildflowers were planted
                   where the nouses used to stand.
                   Questions to Dr. Couch:
                  •       What was the value of the homes in Centralia?
                          They were estimated at $20,000 to $50,000
                  * "     How much money were the residents given to relocate?
                          Their homes were assessed affair replacement value without depreciation for the mine fire, and
                          relocation costs were covered. The support was good for most people. Most of the residents
                          moved to adjacent towns or a new development in the area.
                  •       Where did the money come from?
                          Congress authorized the money, which was distributed through the County Redevelopment
                          Authority.
                  5       Was conflict between the hypervigilence and denial of individuals the cause for the social
                          disorder?  _	    '.    ,    	    '   	\	 :  	' \	  ;   ..  .   ./	,,.'	'
                          It tends to be correlated, but it is not the only cause. Some people did not fall in either category.
    
                  Dr. Couch then presented "Ten Things Not to Do" in a relocation:
    
                  10)     Have different agencies give out conflicting information.
                  9)      Make the relocation decision and then change the decision.
                  8)      Change the relocation policy after some have been relocated (e.g., property value assessment).
                  7)      Develop a policy that is too rigid or too flexible.
                  J>)      Commit too little or top much money.
                  J>)      Do a health study to help determine the relocation decision after the decision has been made.
                  if)      Send inappropriate experts to community meetings who are  not prepared to deal with their issues.
                  3)      Ask the community what they want, and then ignore what they said.
                  25      Change the action based on the community's wishes when the wishes did not change.
                  1)      Tell the community you will do what they want, then tell then they made the wrong decision.
    
                  In reference to number 5, Suzanne Wells commented that the community is sometimes unwilling to let a
                  study be conducted because they are afraid it will jeopardize their position. Dr. Couch responded that, in
                  Centralia, political infighting occurred among agencies over whether to do a health study.
                         Dr. Couch next presented lessons learned in the relocation decision process. Lessons include: (1)
                  Involve the community early on and seriously in the process; (2) How the decision is made is very
                  important; (3) Build trust through being honest and forthright; (4) Recognize social justice issues; and (5)
                  Consider whether the community can recover.
                                                                 54
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      Questions:
    
             Terri Johnson asked where the Bbphal, India, incident falls in the disaster models.
             The incident had both acute and chronic characteristics, evolving into a CTD overtime. This
             event is similar to Three Mile Island and Chernobyl.
             Randy Merchant asked what signs are visible when a community is falling apart.
             Signs can be found by going to meetings of different groups; informants, and talking to both
             official and unofficial leaders.
             Shannon Flanagan asked how the perspectives of different factions or groups are balanced in
             research.
             The people are told that the researchers do not represent a position and that it is their goal to see
             the community healed.  In the Centralia case, one researcher moved into the community while one
             remained outside to balance the research.                                      .
             Suzanne Wells thanked Dr. Couch for his insight on the progression of a disaster model as well as
             the list of things not to do.. She commented, however, that often not much information is known
             about sites, so how is #9 (avoiding changing the relocation decision) avoided as more data are
             gathered over time?
             Involve the community early on and do not say more than is known. Also, make it clear to the
             community that decisions may change over time based on further information.
             Barbara Yuhas asked whether communities can fully recover and commented that this is a good
             question to ask during the decision-making process.
             It should be more centrally considered in the process.  If it cannot recover, the community lives
             with a fractured community.  If residents are not relocated, this can lead to hatred and animosity.
     •       Is age of residents of the conimunity a factor in community reactions?
             Yes, age is important.  In Centralia, a correlation existed between residents' age and their desire
             to stay or relocate.  Older residents were more likely to want to stay than younger residents.
    
            Dr. Deborah White - Red Wing Carriers Site
    
            Dr. Deborah White of ATSDR presented a case study of the relocation of 160 apartment residents
     near the Red Wing Carriers Site in Alabama.  The area was the site of a Red Wing Carriers truck depot
     from 1961 to 1971, where wastewater from washing the trucks seeped into the soil. The HUD-subsidized
     apartment complex was built near the site in 1973.  Dr. White characterized the residents, mostly single
     mothers, as a very close community. In 1977 a tar-like substance began percolating to the surface of the
     soil.  From 1977 to 1995, local, state, and federal response actions were initiated to address potential
     exposures to contaminants in the tar-like substance.  These included investigations, ATSDR public health
     assessments, and public meetings. During this time, exposure to the substance was limited due to the fact
     that the tar-like seeps were picked up and disposed of by Redwing Carriers. In 1995, Redwing Carriers
     discontinued the practice of removing the seeps.  Health concerns were associated with the seeps because
     children played in the substance and traced it into the apartments. However, studies showed no apparent
     health risk.
    
            In September of 1996, EPA initiated a temporary relocation due to the need to bring in heavy
     equipment and shut off utilities to commence site clean-up. The relocation began in October, with the
    expectation that residents  would be back home by the holidays. In November, however, EPA informed
    tenants that re-occupancy  of their apartments would be delayed due to the unanticipated scope of the
    removal and discovery of the tar-like substance under the apartment buildings.  Involvement of a well-
                                                   55
    

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    llli'llIF1'.,!!!	li'lll'kn II	 Illlljl
                                                                                                                li iil|llH" I	ni'Ul
                   known activist, as well as news of the relocation of a Superfund community in a npighboring state,
                   sparked discussions of permanent relocation among the tenants.
    
                          Permanent relocation was discussed in detail at a December pubic meeting. Pros for making the
                   relocation permanent included that fact that all the soil, including the soil underneath the buildings, could
                   never be fully recovered. However, no definitive health reasons existed to justify a permanent move, and
                   EPA cannot relocate without |his .evidence or a clear welfare reason. Another complication was that no
                   Other HUD housing was present in the area.
    
                         The next step was to conduct indoor air monitoring in January 1997, which led to the discovery of
                   high levels of benzene in some apartments. In February 1997, EPA began the permanent relocation of the
                   tenants into permanent housing in and around the Saraland and Mobile, Alabama area. The U.S. Army
                   Corps of Engineers (USACOE) and  Department of Housing and Urban Development (HUD) assisted EPA
                   with the permanent relocation.
    
                         At EPA's, request, ATSDR offered a relocation stress workshop for the relocation.  Three sessions
                   with small groups of individuals were held to discuss problems and issues of relocating. Overall responses
                   in these sessions demonstrated that out of this group, none were happy about permanent relocation, Dr.
                   White noted that some had romanticized the idea of relocating to a new home but had problems once the
                   reality of moving, changing schools, and starting over again in a new community set in.
                                                                             ', , i   ,' '  :  „  '  , ' '   '  , '  i, ,           ' |
                         Dr. White then listed the questions asked of participants in these stress assistance workshops and
                   sprne of meir resgpnses.  The first question was "What does relocation mean to you?"  Responses included
                   being in limbo, loss of control, don't know where I am going, splitting up from friends, and loss of
                   stability.  In response to the second question, "How did you feel when you were told of the relocation?"
                  some residents said they felt shocked. Dr. White noted that some of the residents reported that they had
                  suPP°rted permanent relocation because they thought they would continue receiving the financial stipend
                  they had received during their temporary  relocation. When asked about their current worries concerning
                  relocation, residents listed difficulty in making new friends, not being able to sleep at night in their new
                  residence, crime in the city of Mobile, moving into HUD housing or the "projects" in mobile, money and
                  expenses, safety, transportation to work and schools, and being placed in a new residence that would not
                  accept pets.
                 Ill I  ' '" ,.".{.'ri,,ii.i '• "i,	I'if;
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                         They were also asked how the relocation affected their kids. Responses included that their
                  children showed nervousness, worries about new school, stress symptoms, scared of crime, and being
                  teased at school. Dr. White noted that the Army Corps of Engineers tried to keep the kids in their current
                  school for the duration of the school year.
                                        .,	:",„;	'	   ,.   •. ,.„;	|	f.	  ,. ,,  ..:	,.;.j	,
                         Another question posed to the residents was "What could have been done differently to make the
                  transition easier?" to which they responded: EPA should do a better job prepziring residents, keep the
                  money coming, build new apartments, put residents in trailers, and be better organized. The COE received
                  the brunt of the crjticisrn because it was the most visible agency and had an office on site.
                         When asked if they had ever had any health concerns about the tar-like seeps, some residents in
                  the workshops responded that it never bothered them and they were not worried. Finally, when asked if
                  they understand why they have to be permanently relocated, some residents were looking for reasons to go
                  back, according to Dr. White.  Additional comments addressed concerns of being lied to, discrimination,
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     recognizing that the agencies were also under stress, and displeasure at the removal of an EPA official
     who was liked by the residents.
    
             Dr. White's overall observations of the residents include realizing the extent to which they relied
     on each other and how fearful they were of having to meet new people. She added that the residents who
     attended the stress workshops did find them helpful and they were relieved to find out that their stress
     responses were normal.    .
    
             Dr. White concluded her presentation by providing some tips for what agencies and personnel
     involved in relocation can do to make it easier for the residents.  First, talk about the realities of relocation
     with the community (e.g., they will not make money, it is disruptive and stressful). Second, recognize that
     it is difficult for some people to grasp the information provided to them. Therefore, agencies need to do a
     better job  of communicating with them.  This involves communicating with residents  in ways other than
     large pubh'c meetings, such as small groups or one-on-one. It would also be helpful to distribute fact
     sheets or pamphlets that are clear and at an appropriate literacy level. All of the agencies involved should
     be aware of what information is being conveyed or distributed to the residents..  These steps will help
     reduce misconceptions about relocation as well as serve as a record of exactly what information residents
     have been given.  Involved agencies have to do a better job of communicating with each other.
    
             Dr. White also recommended identifying a local person whom residents trust to act as a mediator
     or facilitator between residents and the agencies. This person can communicate what is happening in a
     language residents can understand as well as bring information about what the residents want back to the
     agencies.  Other recornmendations include making efforts to keep communities together if they so desire,
     incorporating information on stress for both; adults and children, and following up with residents after the
     relocation. Finally, Dr. White emphasized that no easy answers exist to the problems that arise in
     relocation.
    
            Dr. White also added that the Army Corps of Engineers, who conducted the relocation, did an
     excellent job, including predicting questions and having answers ready for residents.
    
     Questions:                                                            •
    
     •       Sharon Frey asked what happened with the community activist that was involved.
            She was not a  resident of the apartment complex, so Dr. White did not know what happened to her
            or what her involvement is now that the residents have been relocated.
     •       Yolanda Ting asked what will happen to the apartment buildings.
            The county will have to have them condemned. The government wants to avoid other people
            moving  in.  In this case, permanent relocation was found to be the most cost-effective solution.
     •       Mary Skelton-Roberts asked how the allowance for residents was conducted.
            The allowance was based on the number of children and government per diem. The COE actually
            decides  the.allowance.
    ••       Shannon Flanagan asked whether stress sessions were held at other sites.
            They were held only at this particular site. ATSDR does not go into the community unless it is
            invited to talk about stress. ATSDR has also trained others to conduct the  workshops.
     •       Ms. Griffith asked whether local social workers are equipped to conduct the workshops.
            It depends on the State or county. ATSDR could train state,  county, or local social service
            personnel on how to conduct the workshops. Regardless of who conducts the workshops, a local
            referral system should be set up to address residents'needs.
    
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    ncii  i  i
     Suzanne Wells asked what resources ATSDR possesses when psychological counseling is
     recornn\ejjded.  		,	,	,„,,„	  r	,	'	,
     ATSDR does not conduct counseling. In the stress sessions, residents are given the opportunity to
     talk and share.  More people must be trained at the local "level "but no resources exist. Local
     individuals to consider include clergy, and people that are well-respected and have good people
     skills.   	•  	'	
     Suzanne Wells asked whether ATSDR pays for these sessions.
             i!	i	 •	•	•"	 ; •	•*•*'„         ,    ,  ,  , „,                        .   , ,  i , ,i,
     Yes, ATSDR also provides information about further assistance available in the area. If state and
     county health departments were willing to conduct these sessions with training and guidance from
     ATSDR, the Agency could provide this.
     Mary Skelton Roberts asked whether there was a structured agenda for the workshops.
     The residents, were asked a series of questions andallowedto talk.
     Joann Griffith asked whether the community was involved up front.
     The relocation decision was announced to them. Many public meetings were held, but the
     community could have been involved earlier.
     Ms. Griffith followed up by asking whether consideration was given to the ramifications of
     relocating residents of Section 8 housing.
     No, but alternatives should be considered when Section 8 housing is involved.
     Ms. Wells asked whether local health departments would conduct the workshops without
     reimbursement.	  '	._.	
     If ATSDR provides training, it would be considered part of their job, but it depends on how
     expensive it is and how much time is spent on the sessions. Not every community needs or wants
     these sessions. For example, if a trusted person is identified, it can alleviate some of the stress
     associated with relocation. Much of the stress arises from the Superfund process as residents are
     confused by miscommunication and inconsistency among agencies.
     Randy Merchant noted that at Escambia, a local biology teacher was hired to communicate
     information about toxicology and related scientific facts.
     Dr. Couch asked how a local person can be seen as neutral.
     The community can nominate individuals for this position.
     Ms. Griffith asked if there was division among the residents in the Red Wing case.
     Ovemll, itdidn 't appear that any major divisions existed, the community seemed very close.
     Steve Hess noted that tenants and .homeowners have different rights during relocation because
     tenants do not have real property rights.
     Dr. Cole asked what lessons were  learned from this relocation.
     Relocation is a complex subject with many angles, and community groups (e.g., CAPs) are a
    •positive influence.  In addition, if people are involved from the start, they have time to reflect and
     understand.	 :   	i	  ;	n  	i	 :	;	
     Ms. Griffith commented that EPA should understand the ramifications of relocation on residents
     lives up front.
     Ms. Wells noted that thirty-three Community Advisory Groups have been formed in the
     Superfund program.  A case study conducted on five of these groups revealed an overwhelming
     positive response.  The purpose of these groups is to assist  residents in a very stressful time
     through initiating dialogue and more meaningful involvement of citizens.
     Dr. Cole asked whether any CAGs have been formed specifically to address relocation.
     Ms. Wells responded that none have been formed to her knowledge.
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     Large Group Discussion
                                                                                    $
            Mary Skelton Roberts opened the large group discussion by reviewing the group's expectations for
     the day: To learn, share experiences, and clarify the psychological and social effects of relocation. She
     then presented the group with several questions to think about during the discussion: (1) How these ideas
     can be included in the policy?  (2) What lessons have been learned? and (3) How can follow-up be
     incorporated into the policy? She also reminded participants to focus on specific recommendations for the
     relocation .policy.
    
            Community Involvement
                                                \
            Ms. Skelton Roberts stated that one lesson learned from the morning discussion was the
     importance of community involvement. Further questions to consider on this topic include when
     involvement should begin, how substantive it should be, and how to deal with limited resources. The
     group then offered ideas for what would indicate the need for strong involvement at a site, such as
     evidence of contamination that causes alarm, local public concern, perceived risk, minority or low-income
     areas, and a history of conflict within the community.
    
            Dr. White commented that community involvement should be important in any case. She noted
     that involvement is more difficult in older communities where it is necessary over a long period of time.
     She recommended that one method for maintaining involvement is to encourage currently active
     participants to talk to the rest of the community. The residents are more likely to trust these individuals
     than government agencies.                     '
    
            The group then discussed their experience with Community Advisory Groups (CAGs) and
     Community Advisory Panels (CAPs). Dr. Cole provided an example of an ATSDR-formed CAP that has
     been successful as a result of the democratic process used to form the group. Ms. Wells asked how
     ATSDR decides when to form CAPs and when to work with EPA.  Dr. Cole responded that in one case,
     the community saw ATSDR as the only  agency that would listen to them, so a CAP was established to
     deal with health issues.
    
            Participants were then asked to think about how EPA can ensure that a CAG is representative of
     the community.  Dr. Cole noted the National Zinc case in Oklahoma, in which minorities protested against
     the state-formed  steering group because it was not representative of the community and did not represent
     the most affected people, the minorities.  As a result of this protest, affected people were added to the
     group. Three lessons learned from this case were: (1) Protest from the community can help;  (2) The
     group should include people who  perceive themselves as affected;  and (3) Mistrust can develop if these
     individuals are not included.
    
            Mr. Merchant noted that,  in forming a community group, ATSDR requests nominations and
     selects a representative cross-section of the community. He added that this process is somewhat
     subjective, however. Ms. Wells commented that it is  important to get representation from various
     viewpoints.
    
            Ms. Skelton Roberts prompted the participants to consider a process for evaluating whether the
    right people are serving on the community group and what role this group should play in relocation.  Dr.
    White resporided that the role of these groups should include communicating with the community and
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     government agencies, outreach, and representing the affected community.  She commented that in some
     situations, hoWever, it is difficult to form a group because people do not want to get involved.
                                                                i   i       i    .
            Robert Cribbin of the Army Corps of Engineers commented that the COE does not have much
    '.contact with community groups because communication is one-on-one by the time COE is involved.  The
     communication involves a negotiator who covers real estate interests and a relocation assistance
     coordinator who visits the resident to walk thein through the relocation process and evaluate special needs.
    
            Ms. prey then raised the issue of identification of the overlap of health  and EPA issues. Dr. Cole
     responded that ATSDR health studies focus on defining potential risk and that the Agency can make
     recommendations or issue an advisory to EPA. EPA, on the other hand, focuses on the clean-up of
     contamination.  Dr. White commented on the need to clarify these roles for the  community because
     dealing with multiple agencies adds to the residents' stress.
                H.                              • '    '  ,   •     '    ' i         ' i             '
            Public Welfare
            The discussion then shifted to the definition of public welfare under CERCLA and public health
     effects. Dr. Couch offered quality of life as one indicator of welfare. He added that factors to consider
     when evaluating quality of life include conflict due to the Superfund process as well as economic and
     social factors. Quality of life cannot be assumed - the community should be asked what their idea of
     quality of life is. Ms. Skelton Roberts then asked how effects that are a result of the site can be measured.
     Participants responded that investigating the community's history and talking with residents can help
     determine these questions. Dr. Cole warned that personnel should not insult people when evaluating the
     community's history.
    
            Mr. Merchant commented that the perception of risk is also important in evaluating effects on a
     community.  For example, when residents are working at a local plant, their risk perception is lower, but
     the closure of the plant increases the perception of risk.                                       ,
         i   Ms. Wells questioned how effects of the site can be separated from social ills and how far
    Superfund should go in addressing these problems.  Dr. Cole responded that sites should be addressed
    using a community restoration approach, which includes dealing with redevelopment and economic issues
    in a democratic manner. An example of this approach is the Brownfields initiative, which protects human
    health while addressing economic problems.  Ms. Wells added that the Escambia site was provided with a
    granl under Brownfields, which would be productive for the community.
                        ',:•• !•?'•,':"  :«}:''••>:•:.#•' : '•;' 'i;j•>,:•,•>s:»-\y< r"•.••• ,ir	••• :':;•:.'': ~"•:>"• !,:«•"i-*1':, -a !•••-?:•-. • ' •<• /•  ..• <;.<•,":,   "-1 :.- .'..•.•?•( "•••:
            Ms- Frey then asked the participants whether a definition of welfare would be standard for all
    sites, or would change with the specific community. Ms. Skelton Roberts explained to the group that
    Some decisions are based on data, while some are based op welfare, However, CERCLA does not define
    welfare (including public health), so it is necessary to think about how this should be defined in the policy
    and how much weight it should be given in the decision whether to relocate. Ms. Griffith added that the
    Agency is specifically seeking input on incorporating social and psychological aspects into the definition
    of welfare.
           Mr. Jones responded that ATSDR sees two aspects to evaluation:  health dat,a or "hard science,"
    and "softer" science. He noted that ATSDR would want a say in the definition of welfare or social effects,
    but it should be recognized that these aspects change at every site.
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            Mr. Cribbin reminded the group that limitations exist in the ability to implement certain actions
    and what can be required of a PRP for relocations.  He also noted that a community may have a poor
    quality of life even if the contamination is cleaned up, and a PRP cannot be required to improve the
    quality of life outside the contamination.  Ms. Wells responded that examples do exist of PRPs acting as
    good corporate citizens that choose to go beyond what EPA can do in relocation. She emphasized that
    EPA is also subject to limitations on what it can do in a relocation.
    
            Dr. Cole asked what the basis was for the decision to relocate in Escambia. Ms. Wells answered
    that the decision was based on a combination of health issues arising from dioxin, public
    welfare/community issues, and plans for redevelopment. She added that a Remedial Investigation has not
    been completed at the site, which is normally done before the decision of whether to relocate is made.
    
            Dr. White emphasized the need to consider how much of a role politics plays in a relocation
    decision.  She also discussed how a psychological approach to evaluating a community would be
    conducted.  She suggested evaluating the community by looking for deviations from its history before the
    Superfund site was identified. Residents should be asked how they are affected by the site and these
    effects should be differentiated from daily problems not associated with the site. She also commented that
    environmental data should be evaluated first, prior to psychological investigations.
    
            Mr. Merchant commented that health agencies have difficulty in determining the health of an
    individual because there is no historical exposure data to compare to the person's present condition, and it
    is a very resource-intensive process.
    
            Uncertainty of Risk
    
            The group was then asked how the uncertainty of risk can be addressed. Mr. Merchant
    commented that this uncertainty can lead to conflict that eventually becomes politicized. Dr. Couch stated
    that this is the most difficult question, as the community is scared, and the scientists cannot get the
    information needed to support or deny these fears.                                                 '
    
            Ms. Yuhas asked the participants about the existence of a scientific  or measurement capabilities
    for evaluating risk to communities.  Dr. Cole answered that, in this evaluation, it is important to first
    determine whether the population is large enough to have an adequate sample to determine risk. A major
    question arises as to how the decision is made when a study cannot be done. Dr. Couch commented that
    "softer" science is sometimes easier to measure than harder science. He suggested using perception of
    health risk as a measurement, when this effects people to a point where they need to be moved. Specific
    indicators of effects on quality of life include economic change, cultural life, level of conflict, and
    friendship networks. This information is supplemented by qualitative data.
    
           Ms. Griffith commented that, at some sites, EPA has been the cause of problems for the residents.
    She emphasized that relocation  is an extreme action and that sites where quality of life cannot be restored
    need to be distinguished from sites with less severe problems.
    
            The group was then asked how public welfare should be used as a reason to relocate. Dr.  Cole
    commented that relocation is a subset of community restoration and that a multi-stakeholder process is
    needed to plan a positive future direction for the community.
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                                                                                                          * ll
                    Ms. Roberts suggested that the policy could include alternatives to relocation. Dr. White
            Conlm5nte!! j?at, there is no "cookbook method" of deciding whether or not to conduct a relocation.  The
            decision involves consideration of both environmental data and quality of life analysis. If only a quality of
            life issue exists,stakeholders.and sociologists should be called in toasiisHni^e.decisipn..'.This..is...ayery
            different way of operating than EPA is used to.  The goal of clean-up is to ensure the health of residents;
            that their children are safe.  Uncertainty of exposure and a loss of control for the residents are significant
            stressprs.  She suggested that upfrpnt planning of the process helps to restore residents' sense of control.
            In addition, agencies need to take responsibility for their actions and their affect on people, especially in
            how to talk IQand involve the community.
    
                   The group was then asked how to deal with uncertainty. Dr. White suggested that the science
            should be presented in a way residents can understand. Dr. Couch added that the experiences of the
           Indents should not be invalidated. He suggested incorporating a community dialogue process into the
           Igloc^ligR policy involving all parties/stakeholders to assess quality of life, whether the community can be
            salvaged, and what the needs of the community are.  Components of this evaluation include gathering
            information and history on the community, asking for input from community members, and discussing
            with them whether relocation is the best option.
    
                   Dr. Cole added that a community advisory group is a forum for this dialogue. This  allows people
            to talk with each other and to the government agencies.  The group should be based on the characteristics
            of the community itself and should avoid a town meeting format where the discussion is dominated by
           town officials.                                      	,	,	  ;	\	
    
                   The discussion then moved on to how this process would fit into the relocation policy. Dr. Cole
           emphasized that the process of community involvement should take precedence over the policy. Ms.
           Yuhas suggested making the process part of the policy. Dr. Cole responded that people will circumvent
           the set process if they do not like it: therefore, a democratic process model is needed. Ms. Skelton Roberts
           summed up trie group's feeling as to the need for a multi-party  stakeholder involvement process.
    
                   Relocation Decision Process
    
                   At this time, the group  chose to continue their discussion, rather than break into small groups.
           The facilitator asked the group to think about a process that would move forward the necessary dialogue
           among stakeholders in the relocation process. They began by defining the purpose of such a process,
           stating that it was for:
                      '	!"	 '  " "'	 '"'!'	'|J  	,|ll!'"  '"'''	"'	' ' - "l|1'1 	'"'	; •'"""' '"	"I""	"	'''"  "	"i"	l":"!l" ' ;l	'/   ' ""' '."'  "''
                   *       Tfel?i£Pm.nPnJS«$,°,n of technical information by EPA to all stakeholders;
                   *       The discussion ef quality of life issues, such as economic and psychological impacts,
                          indicators, deviation from the status quo, and community needs;
                   •       The discussion of multi-interests; and
                   •       The identification of levels of concern within the cqmmunity and ideas on how to address
                          these.  	,	 '.	
                                 	  ,.."' .... •, , ..',. .. "  ...  -	'I, '	 .'.I .. '"..... .....  ri' i. .."•: .,..„:...,,: . '[.. , ', „«....; '. :• ,1:	v,... I i	j:.. ..v .;,'',	" •  ' .,»,  v	; ii.  •', f 'i,
                                 '  . .-	 i ,•..,!•!„r,,:;.:  ,  ." ,v,	i	.">  1 •:;, "i,..| "K'.'U-.	.,..'••• I,.  .„..-,: 	-.•.•.• ,	:i".  :: ..   "i ;,:
                  The facilitator next asked participants what issues this process should address.  The participants
           agreed on twelve basic issues that should be included in the process.  These were as follows:
                                 ' .  II ' "  ' I ,1, ,l| i.  l,l ',"!, Ill '' ,ll| l"	I . ',. I' I ';'"«...'! l' '"" ' , " ll, 'MI'	,l,',l	",, i, IT,	 	 ; M Ml	I	 ,	   	!•	',	I, ',	 	  	    I ",  '. 	, II" «	jll|	
    
                  (I)     Establishing community-specific indicators.
                  (2)     Matching needs with resources to achieve resolution.
    I        III  I    I    I II I    111   II    1       	          I I 11    i     I    i   I  I III                             HI  ill,|li  V
    
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             (3)     Determining stakeholders and their roles. This issue should be revisited multiple times
                    throughout the process, not: just at the beginning.
             (4)     Addressing environmental justice issues.
             (5)     Determining susceptible populations within an entire community, such as the elderly.
             (6)     Exploring issues in a collective sense to evaluate the pros and cons of a relocation.
             (7)     Defining available resources.    ,  .
             (8)     Defining the community's needs.
             (9)     Exploring creative problem-solving, specifically with respect to opposing opinions within
                    the community itself.  This could include exploiting resources for the safety of citizens
                    who remain on-site.
             (10)    Examining the health status of the community and how it has been impacted by the site.
             (11)    Educating citizens on their property rights.
             (12)    Exploring alternatives and selecting a remedy.      :
    
             The facilitator then asked participants to think about how this process could benefit all
     stakeholders.  All participants believed that the process would increase the feeling of control for all
     stakeholders.  This process would also identify multiple perspectives. Industry would benefit by agreeing
     on concerns and taking part in the process from the start.  Industry would then be recognized as part of the
     solution, and be given the opportunity to be proactive.  This process would also reduce uncertainty with
     respect to industry and make companies more willing to play a role in the relocation. Health officials
     would benefit because the process would identify areas where they should be involved and would also
     allow them to avoid being involved in ad hoc political battles between commercial interests and the
     community. State and local officials would benefit by better understanding what the end use of the
     property should be. Community members would benefit from this process by driving it themselves. In
     this way, the community would be contributing to the remedy selection.  Overall, lines of communication
     would be more clear and consistent, leading to established indicators and ways to measure them that are
     community-specific. EPA would benefit from this process by avoiding litigation and having other
     stakeholders involved in the decision-making process. EPA would also benefit by incorporating people
     who understand science as well as the substance of the issues. Finally, EPA would benefit from the use of
     facilitation from the beginning of the process so that it starts off correctly.
    
            For this process to be beneficial, it would have to be initiated when the site is identified as a
     potential problem. This is problematic because relocation is not identified as a possibility early in the
     process. Therefore, this process is in essence one that could be used for any Superfund site in the United
    .States.  For this reason, it is difficult to include such a process in a relocation policy. In addition, it would
     be difficult to create such a process because Superfund is currently designed to inform the community, but
     not to involve it.  To achieve this kind of process, EPA needs to complete the following:
    
            (1)     Build Staff Capacity: EPA cannot be effective in communities without effective
                   Community Involvement Coordinators and properly trained staff.
            (2)     Build Community Involvement: EPA must involve technical assistance in the  relocation
                   process.                      .
            (3)     Recommend Change: Without a strong recommendation from EPA, changes in
                   Superfund issues such as these will never occur.
    
            At this time, the facilitator asked participants to take part: in a role-playing exercise. Participants
     were told that a potentially-contaminated site existed in a neighborhood that was  beginning to be
     concerned about possible risks.  The participants were asked what"would need to  occur at this site. All
    
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      participants agreed that the first order of business was to identify all stakeholders. Stakeholders would be
      defined as those who are directly affected, those who will implement solutions, those who are opposed to
      solutions, and those who support solutions. This would allow all who are involved to understand who
      they will be working with and what is occurring at the site. At this time, all stakeholders could become
      involved in the process and begin working together.
             Next, a community relations plan should be written. Third, partnerships between local health
     officials and other stakeholders need to be established. Fourth, a highly visible process needs to be
     established that involves all stakeholders, in addition to communicating all set-backs or problems that
     could hamper future communication efforts.  Resources to clarify issues such as meeting minutes or
     lectures by experts could be helpful. Fifth, the lead at the site needs to be established.  This is oftentimes
     EPA at a Superfund site. The lead at the site can then identify the needs at the site and begin the process
     of providing for these needs, Sixth, a CAG needs to be established, It is important to provide a baseline
     for the members of the CAG so that everyone begins at the same level of expertise. Assuring that all
     members haye the same information will eliminate problems of miscommunication throughout the
     process.
     II            II I  _ Hill                           I       -            I I       I I   I I     I   I'l
            The facilitator then asked participants how the process created above could be institutionalized..
     Participants agreed that the following needs to occur:
    
                    Sell the process.  EPA needs to convince site managers and division managers that this is
                    a successful process that should be adopted at every site.
                    Utilize success stories,  EPA needs to pilot this process and build on pilot successes.
                    The.^e success,?t°lrl.es sh°uld b? communicated on a national level to demonstrate the
                    benefits of this type of process.
                    Introduce the process as a model. EPA should introduce this process as something that is
                    being tested, and can be changed at any time. If this process is seen as flexible and
                    workable, it will be more successful.
                    Ma%.I^PjIBti.?1Lt!l1? e,nd S°?ii.-. EPA needs to define when relocation can be a remedy at a
                    site. When relocation is not an option, community involvement and the other parts of this
                    process could be very beneficial at any Superfund site.  The restoration of the community
                    should always  be the end goal.
            The facilitator asked participants what factors should trigger relocation. She noted that CERCLA
    sets specific criteria for the selection of permanent relocation as part of the overall remedy. The definition
    of "remedy" or "remedial action" includes the costs of permanent relocation of residents and businesses
    vyhere the President determinesthat .relocationvismore cpst-eJfectiYg than and environmentally preferable
    to the transportation, storage, treatment, destruction, or secure disposition off-site of hazardous substances,
    or may otherwise be necessary to protect the public health or welfare. Several participants mentioned
    ^a!th ?nteria as ^.!™E0.^!;%9?0J,!vY^I?S,.fd.?.nJJ.!f'ymg a remedy. Construction needs were also mentioned
    JsV concern from an engineering standpoint.  If residential areas are needed for the remediation process,
    relocation may be necessary. Public perception of risk was also stated as an important factor.  This is
    difficult to measure within a community, but should always be considered. This factor could also be
    problematic if the PRP believes their data contradicts the community's perception of risk.  Lastly,
    participants identified public welfare as a key factor when identifying whether or not relocation is the
    optimal remedy. Welfare in many ways encompasses both health issues and engineering issues,  but
    should be considered as a separate factor nonetheless.
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             Political Pressures
    
             At this time, the facilitator asked how political pressures should be dealt with. Participants agreed
      that boundaries are difficult to identify and that with situations like relocation, there exists no clear bright
      line. Communities struggle to understand how EPA decides their ultimate fate.  Looking at risk ranges
      tends to be helpful when evaluating cost effectiveness and time frame.  However, States have different risk
      ranges, so political problems are not always avoided.
    
             One participant stated that EPA has attempted to avoid relocation in the past, but recent sites
      where relocation was the chosen remedy have drawn attention to this option.  Now the demand for
      relocation has increased. Studies have not yet been completed to track those who have been relocated. It
    ,  was suggested that this be looked at in the future to evaluate every aspect of a relocation after it occurs.
      Another participant stated that when communities are presented with no options, relocation is -bound to be
      the most appealing option.  But when presented with a number of options, communities will not
      necessarily want to relocate.
    
             Medical Monitoring
    
             The facilitator then moved the discussion tow.ard medical lifetime monitoring, asking participants
      if it should be a part of the settlement and what EPA should be doing in this area. First, participants
      discussed a referrals system that would allow residents to go to clinics within their community. The Del
      Amo project was used as an example of where this  system had been successful.  A staffed clinic was used,
      perhaps University of California - Irvine, and follow-up medical exams were provided for residents.
    
             Second, participants stated that certain conditions must be met or bio-markers must be established
      for medical monitoring to occur. There are a number of current misconceptions  among Superfund
      communities about what medical monitoring involves under ATSDR criteria.  It is not lifetime health care.
     A site in New Jersey where residents were exposed to mercury was cited as an example of biomarkers.
     Urine samples were taken and mercury was detected.  Follow-up medical exams ensued to establish bio-
     markers. The local medical clinic is continuing to monitor urine mercury levels in these residents.
    
            Third, participants questioned who would facilitate this process. Again,  the site in Hoboken was
     used as an example of where ATSDR funded an Association of Occupational and Environmental Clinics
     (AOEC) clinic at Rutgers.  Here, physicians took urine samples and completed follow-up examinations on
     citizens. Residents did not want to be relocated, but were forced to due to the concentrations of mercury
     present at the site. After the relocation, monitoring  continued.  In Hoboken, all health stakeholders were
     able to become involved in the process. The local health department was involved in the monitoring, and
     all analysis was completed at the State lab. Since the relocation, there has already been a mercury decline
     in the urine samples. Another participant stated that industry, in the past, has sometimes agreed to
     complete medical monitoring as part of the remediation. However, this is more common with workers at
     an industrial  or mining site than it is with residents at a relocation.
    
            Fourth, participants discussed the public's perception of risk. The fear and perception of risk of
     residents near a Superfund site is very real. Remediation is long-term, therefore,  medical monitoring
     makes sense. In addition, no one knows the long-term effects of contamination.  However, medical
     monitoring is not an easy task for EPA and many problems need to be solved before it can be
     institutionalized.  A dichotomy exists of needs among criteria and policy, the vision of the process, and the
     lack of resources.
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                          Lastly, participants stated that the perception that science is used to avoid the full cost of
                  remediation needs to be combated. Both hard science and soft science need to be used throughout the
                  process to identify the best remedy on a site-by-site basis.  A process needs to be established that can be
                  Used for any site, with relocation being provided as one of many options.  This process would help
                  communication and would be fairly easy to write.  On the contrary, creating a universal method of
                  deciding upon a final  remedy would be impossible, and this is ultimately what is currently sought after. In
                  addition, if the community is included in the process and then becomes a key stakeholder, EPA faces a
                  great deal of uncertainty. It is necessary to recognize that community involvement necessitates
                  negotiation. One participant compared community involvement to the following quote: "When you teach
                  a, bear to dance, you have to  dance until the bear wants to stop."  EPA is not currently in a position to
                  create a policy that will choose a final remedy.
                                                                                                   • .',.:,.:j. ;;  '   ' ,
                  Forum Themes
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                         At this time the facilitator ended the discussion to reiterate the themes pf this forum, which were
                  as follows:
                                 Community.  Remembering that the community is a functioning whole is integral in the
                                 relocation process. It is important to remember that the citizens are the victims, and the
                                 process must not be so data driven. In addition, the intuitive view of the community that
                                 something is  wrong should not be ignored;
                                 Start Early. The process must begin as soon as possible and involve all stakeholders.  The
                                 community will be able to voice concerns and receive technical information.  Concerns
                                 must be allayed and trust must be built from the start;
                                 Evaluate Options. All stakeholders must consider restorative options in lieu of relocation
                                 to allow the community to socially, economically, and psychologically move forward;
                                 Data Driven.  While data should not be the only consideration at a Superfund site, data
                                 should always be considered. The process must allow for an evaluation of the data to
                                 occur early;   	' 		
                                 Flexibility. The guidance must be flexible, but also rigid enough to provide parameters
                                 for the community and other stakeholders. Once established, the process must remain
                                 consistent; and
                                           j.,                            •        ]...'•  !••,     •     .         •  i
                                 Process. It is essential to remember that Superfund sites do not necessarily deal with
                                 policy, but with process. CAGs are important players that will provide a great deal in  a
                                 collaborative  process.
    The facilitator closed by leaving the participants with some issues to consider in the future:
    
    •       Health status and its effects; onthe cpmmunity;
    •       Connection of the qpmmunity with its resources;
    •       Exploration of alternatives for remediation; and      '
    •       Structure of CAGs, including technical expertise to help clarify issues.
    ; ii::;11:	' ii'"smir .HI	
                  Conclusion and Next Steps
                                                                     1 '  '     "'   '' i • "   ,    ,  i '   •   '           "
                        • Suzanne Wells discussed next steps in taking the information from the forum and drafting the
                  relocation policy.  The first step will be for the workgroup to craft a draft policy. She asked the
                  environmental and public health representatives' opinion on their willingness to participate further in the
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    process, possibly through the involvement of representatives from each forum in collaborating to draft the
    policy. She also informed participants that they would receive a summary of each forum.  Finally, she
    explained that the next meetings will include environmental justice and Tribal representatives.
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                    Superfund Relocation Discussion with Other Federal Agencies
                                           September 4,1997
                                       Environmental Protection Agency
                                             Crystal Gateway 1
    
    
     Introduction, Welcomes, and Purpose of Discussion
                          v,      ,                  *
    
            Elaine Davies, Acting Deputy Director of the Environmental Protection Agency' s (EPA's) Office
     of Emergency and Remedial Response (OERR), welcomed the participants and observers to the forum.
     She then outlined the history of the Superfund Relocation issue as context for this forum with Federal
     Agency representatives. In 1995, a subcommittee of the National Environmental Justice Advisory Council
     (NEJAC) requested that EPA look into developing a national policy for relocating residents affected by
     Superfund sites. Elliott Laws, then Assistant Administrator for OSWER, followed up by issuing a
     memorandum in May of 1995 announcing the Agency's intention to develop such a policy.  A Relocation,
     Roundtable was held in May 1996 to provide an opportunity for citizen and community input regarding
     relocation issues and concerns. The current series of forums on relocation provides additional
     opportunities for stakeholders to offer information and raise issues for consideration in EPA's development
     of the relocation policy and corresponding guidance. She added that two additional forums  with Tribal
     representatives and Environmental Justice groups are planned for October.
    
            Ms. Davies next presented some background information-on Superfund relocations. The use of
     permanent relocations at Superfund sites has been limited, with only 16 cases in the history of the program.
     However, many temporary relocations have been implemented as part of both removal and remedial
     actions. Relocations are conducted within the context of EPA's two main goals at Superfund sites: (1) to
     protect human health and the environment and (2) to make the land available for productive use.
     Generally, permanent relocations have  been authorized in the past for two reasons: engineering and/or
     human health. She rioted that the Agency's Pilot Relocation Project at.the Escambia site in Florida, which
    'involves permanent relocation of over 350 people, has demonstrated to EPA the importance of working
     with other Federal agencies on issues such as subsidized housing.
    
            Regarding the purpose of the discussion, Ms. Davies stated that the Agency is specifically seeking
    input on other agencies' experiences with relocation, what criteria should be used in making the decision
    whether or not to relocate, how the policy could affect other agencies, and what various roles and
    responsibilities agencies should play in relocations. With regard to the schedule for policy development,
    Ms. Davies noted that a framework policy is set to be completed by the end of the year
    
    Agenda and Ground Rules - Mary Skelton Roberts, Program for Community Problem Solving
    
            Mary Skelton Roberts, the discussion facilitator; began by identifying key issues for participants to
    consider throughout the day, including: criteria for making relocation decisions, public welfare
    considerations, and impacts to communities. She also noted that this discussion is an opportunity to share
    experiences in how Federal agencies handle these issues and collaborate on a policy that affects numerous
    agencies.
    
           Ms. Skelton Roberts then reviewed the agenda and ground rules for discussion. Following that
    review, participants and observers introduced themselves and stated their personal expectations for the day
    (a list of attendees is attached).  Common expectations included sharing experiences and lessons learned,
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     developing a working relationship, sharing programs and financial pools, and listening to others'
     perspectives.
    
     Background on Superfund Relocations
    
             Sharon Frey of EPA provided an overview of EPA's authority and experience with relocation.  She
     began with an introduction to the Comprehensive Environmental Response, Compensation, and Liability
     Act (CERCLA or Superfund), which grants EPA the authority to clean up sites to protect human health
     and the environment, and the National Contingency Plan (NCP), which sets forth regulations to implement
     CERCLA provisions. Two types of response actions are identified in CERCLA:  1) removal actions are
     used when immediate action is required; and 2) remedial actions are used in longer-term, non-time-critical
     events,.                              	'.. |..'	'  ' '„	':. .'	  ''	
    
             Ms, Frey explained how relocations fit within the context of CERCLA and the NCP:  relocations
     are one type of response action under these authorities. Temporary relocations may be conducted during
     removal and remedial actions, while permanent relocations are considered only under EPA's remedial
     authority.
    
             Ms. Frey next outlined the remedial response decision process and where relocation comes into the
     decision on a site. The first step is a remedial investigation to characterize site contamination.  Next, a
     baseline risk assessment is performed to determine if any further action is necessary at the; site, followed by
     a feasibility study of clean-up options, if necessary. In the feasibility study, relocation may be considered
     as an option!  During the feasibility study, a comparative analysis "of 'optibns is conducted In which trade!
     offs among various clean-up  activities are examined. In this analysis, EPA uses the nine criteria specified
     in the NCP to compare various clean-up options and select an alternative that is protective of the site"and"
     satisfies statutory requirements. The nine remedy selection criteria listed in the NCP are:
    
            •       Overall protection of human health and the environment;
            •       Compliance with applicable or relevant and appropriate standards (ARARs);
            •       Long-term effectiveness;
            •       Reduction of toxicity, mobility, or volume through treatment;
            •       Short-term effectiveness;
            «       Implementability;
            •  	;	_	:   :Cpst;	  „	 ' :'	'_	  '	
            •       State acceptance; and
            •       Community acceptance.
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     Remedy selection also must follow CERCLA provisions requiring that the selected remedy be protective of
     human health and the environment, comply with ARARs, utilize permanent solutions to trie maximum
     extent practicable, satisfy the preference for alternative treatments, and be cost effective.  Ms.  Frey
     clarified that cost effectiveness involves evaluating overall trade-offs between alternatives and cost   The
     evaluation of clean-up alternatives appears in the Record of Decision (ROD) for the site, and public
     comment is solicited on the selection of a remedy.
    
            Ms. Frey then explained that EPA cannot simply buy out affected areas rather than clean them up
     because CERCL^.' requires the Agency to select remedies that are protective of human health and the
     environment.
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             EPA has selected permanent relocation as part of the remedy in 16 Superfund cases. The two
     primary rationales behind this selection are health considerations (risks exist that could not be otherwise
     addressed in a timely manner without relocation) and engineering considerations (homes require
     demolition to properly implement the clean-up). Temporary relocations have been selected in many cases
     due to immediate or acute risk to human health or potential risk or danger during clean-up implementation
     (e.g. emissions, heavy equipment, concerns about liability for potential injury). Most temporary
     relocations are short-term, but some cases have eventually resulted in permanent relocations.
    
            Regulations for implementing relocations are found in the Uniform Relocation Assistance and
     Real Property Acquisition Policies Act (URA), which is developed and overseen by the Department of
     Transportation. The purpose of these regulations is to ensure that people are treated fairly and equitably in
     cases of relocation.  The URA covers property acquisition procedures and relocation benefits that are to be
     offered to residents.
    
            Questions:
    
     •       How often is relocation considered as an alternative by EPA?
            Ms. Griffith of EPA responded that relocation is rarely an alternative at sites because one of the
            Agency's main goals in Superfund is permanent site clean-up.
            Is the impact of surrounding sites evaluated when making response decisions?
            Ms. Frey responded that the evaluation focuses on the impacts of one site, but cumulative effects
            are considered as well.  She added that a site is defined as the boundaries of the contamination,
            which is different than property lines.
            Is an intuitive or quantitative approach used in the application of the nine criteria?
            Ms. Frey answered that the criteria are applied using some intuition, but within an established
            legal rationale and structure for decision-making.  Standards exist that must be met, but a certain
            amount of subjectivity is possible.
     •       What is the average time frame for site clean-up?
            Ms. Frey responded that the length of time depends on budgets and site priority, but the average
            time is about 10 years from start to finish.
     •       Have relocations been conducted on tribal lands?
            Ms. Frey responded that the Agency has learned that relocation is almost never an option for
            Tribes, but it has occurred. She clarified that CERCLA is applicable to tribal  lands.
            How does EPA conduct its analysis of cost-effectiveness  when evaluating clean-up alternatives?
            Ms. Frey explained that the Agency uses a computer model and is trying to improve its cost
            estimates.  She added that EPA conducts analysis of cost-effectiveness rather than a cost-benefit
            analysis.
    
            Mr. Cribbin, of the Army Corps of Engineers,  commented that in cases of permanent relocation,
    an initial offer and negotiation process takes place with the property owner. The Agency tries to avoid
    condemnation of property, using this authority only when a price for the property cannot be agreed upon
    after negotiations. Mr.  Schy, of the Federal Highway Administration, added that public relations
    implications exist if large relocation payments are made. Ms. Bennett noted that her Agency (FEMA) pays
    pre-flotid value for property in a disaster area. However, some residents would prefer receiving post-flood
    value plus relocation  benefits, which are not taxable.
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     Presentations/Case Studies
    
          •  Uniform Relocation Act - Marshall Schy
    
            Marshall Schy of the Federal Highway Administration (FHWA) presented highlights of the
     Uniform Relocation Act, noting that relocations involve a significant commitment of time and resources
     for any Federal agency.
                                       I-                            '           ,1.1
     t       FHWA serves as the lead agency for the Uniform Relocation Act (URA), as delegated by the •
     Department of Transportation. The URA was issued in 1971 as a result of the impact of federal activities
     and applies to 16 Federal agencies, including EPA.  FHWA's major responsibility as lead is to promulgate
     government-wide regulations for implementation of the URA, (49 CFR part 24).
    
            The purpose of the URA is to provide protections and benefits for persons displaced for a federal
     project or whose property is acquired for a project. The goal of its provisions is the uniform and equitable
     treatment of displaced persons by avoiding placing disproportional burden on those forced to move
     because of federal or federally-financed programs.
    
            Mr. Schy then discussed the role of FHWA and the structure of the program. FHWA serves a
     dual role in the Federal government, responsible for implementing the federal highway program in addition
     to serving as the lead agency for implementation of the URA and accompanying regulations. Specific
     activities under the URA role include holding an annual meeting of representatives from agencies that
     follow the URA, preparing an annual report to OMB on its activities, providing technical assistance if
     requested, and serving as a resource center for questions about the URA. He noted that FHWA staff are
     always available to answer questions related to the URA or its regulations.
    
            FHWA's program is operated through the States and State departments of transportation.  FHWA
     has permanent relationships with these partners, allowing them to develop contacts and personnel with
     experiences in agplying the URA. This relationship is based On assurances in which the State agrees to
     comply witfi the URA as a condition for receiving Federal funding. He noted that due to the nature of the
     projects, FHW'A relocations are more predictable and less complex than those conducted at Superfund
     sites. Relocation is not a major consideration in project planning, it is  actually a by-product. Once the best
     route for a highway is decided upon, residents  are relocated.  However, the implications of relocation are
     considered in choosing project alternatives.
    
            Mr. Schy explained that the URA applies to Federal or i Federally assisted programs or projects in
     which real property is acquired.  Owner/occupants are eligible for relocation benefits under the URA and
     its regulations (e.g., individuals, famiUes^farms^b^sjnesses^ non-profits). It excludes non-resident owners
     and tenants. He npted that the URA focuses on permanent relocations, while temporary relocations are
     addressed in an appendix to the Act.
                   I                                             I          i
            Two legal conditions must be met for an agency to condemn property and relocate the residents:
     1) the project must be necessary; and 2) the project must be for a public purpose. These determinations are
    made on a case-by-case basis.
    
            Mr. Polatsek clarifisdJhat Jhe law .applies to activities "for" Federal or Federally funded projects,
    thus  locally funded projects could be covered if they are for or part of a Federal project.
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             Elements of the URA
    
             Mr. Schy outlined the three main elements covered in the URA:
    
             •       Protections;
             •       Requirements for advisory services; and
             •       Relocation payments.
    
             Protections include: a 90-day notice to residents prior to relocation; at least one referral to an
     appropriate replacement dwelling; and selection of comparable, decent, safe, and sanitary units.
     Requirements for advisory services, designed to help people relocate successfully, include information,
     counseling, advice, and personal contact. These services are particularly important in cases involving low-
     income or minority communities, the elderly, or people with disabilities. Ms. Griffith asked whether other
     forms of services were offered, such as individual psychological counseling. Mr. Schy responded that it is
     FHWA's view that psychological services are important and real stress impacts occur, but individual
     psychological counseling is beyond the scope of standard services.  He added that it is within the
     Agency's discretion whether these latter types of services should be offered.
    
            Ms. Frey commented that group counseling has been conducted in past cases.  Dr. Tucker of
     ATSDR explained that workshops have been conducted in Alabama for those who volunteer to attend.
     ATSDR also provided referrals for individual help as well as trained local clergy to help residents cope
     with the relocation.  She noted that what services should be provided depends on the particular
     circumstances of the relocation and the residents, Ms, Griffith asked how FHWA would handle cases in
     which the community wants an outside consultant to help advise them.  Mr. Schy responded that the URA
     does not require agencies to provide this type of service, only that the Agency provide appropriate
     information and .assistance so that people can successfully relocate.  He added that is up to the Agency's
     own judgment and funding capabilities to provide service above and beyond that which is required by law.
     Mr. Polatsek commented that these decisions are sometimes political due to political pressures and
     heightened public  concern, fear, and pressure. HUD has found that it is sometimes necessary to send staff
     to provide  on-site, specific advice.
    
            Mr. Schy provided details on the s pecific services and advice the Agency must provide to residents
     being relocated. First, the Agency must explain the relocation and services and options for assistance
     payments available to the residents, including eligibility requirements.  The Agency then determines  the
     needs of the residents through personal interviews and assists them in applying for relocation assistance or
     refers them to other resources. He cited the Combined Federal Program, which lists many relevant
     Federal activities,  as a useful source for finding government resources.
    
            Most relocations apply to  occupants living on the property, but may apply to occupants of adjacent
     property who suffer significant economic injury. Ms. Wells, of EPA, commented that drawing this line.is
     often difficult. She gave an example of a company who chose to go beyond required advisory services and
     stabilize the remaining community by providing low-interest loans and building parks.  Mr. Schy
     responded that this is not required under the URA, but that FHWA goes beyond the requirements in some
     cases to provide "environmental mitigation" measures.  Ms. Frey inquired how that agency would handle a
     project in which 40 homes are to be relocated, but 10 homes are left in the area. Mr. Schy answered that it
     all 50 families may not be relocated, but the Agency would attempt to avoid such a situation in planning
    the project. Mr.. Alsop, of FHWA, added that other measures are sometimes implemented to lessen the
    impact on the remaining homes, such as noise barriers.  In addition, project designs can be adjusted to
    
    
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     "lyojd dividing communities by putting in underpasses or other measures. He noted that some states have
      their own relocation laws that are more expansive than Federal laws.
    
             Mr. Hess, of EPA's Office of General Counsel, reminded the participants that the Federal statute
                 1*1           i           *       * »      i H        i  ^     r          	
      sets forth the minimum legal requirement for conducting a relocation; additional benefits or services are
      programmatic decisions.  Mr. Polatsek gave an example of alegal situation in which a project cut off
      access to a business, which can have a great impact. Mr. Hess responded that the business could be
      compensated if a legal right to access was established.
    
             Ms. Griffith asked whether such environmental mitigation efforts fall under EPA's statutory
      authority, as it is not explicitly stated. Mr. Alsop responded that agencies have some statutory authority
      and flexibility for mitigation activities within the general concept of conducting an effective and useful
      project.                                                    •
             Relocation Payments
    
             Mr. Schy explained that two types of payments may be made to relocated persons who meet the
     criteria.for replacement housing or business re-establishment: 1) moving expenses; and 2) supplemental
     payments. Eligibility for relocation payments is limited to persons displaced from real property.  Limits
     on these payments are set at $22,500 for homeowners, 15250 for tenants, and 110,000 for businesses.   The
     URA also provides for a third option known as last-resort housing, if comparable property cannot be found
     Kithin these limits, He added that use of this option varies according to location and the housing market
     Oveir periods of time.
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             Important Elements
    ; ^jj;;; j]	 ,, /;                                      ,,
          ,•!'•, Mr.Schy then  reviewed the most important and relevant elements of the URA for EPA to consider
     ifrLgondu^ting relocations. He noted that along with requiring assistance to relocated persons, the
     Regulations also provide protections for the Agency against individuals seeking windfall profits.  The laws
     arid regulations also allow some flexibility, such as donation of property by the owners and broad waiver,
    , ;grOvisipns''that perrnit'an agency to'waive any regutfements (exc^
     ,-pigjfp^jig J0f ge acj ancj protecting displaced persons. Finally, provisions for emergency situations allow
     agencies to take necessary action under special circumstances.
                                                   .           . -,      in       ,|
             He noted that mobile homes are especially difficult challenges in relocations, because they are
     often occupied by persons of low socio-economic status or the elderly.  The variety of property laws
     applying to these units  make actions difficult as well, such as split ownership between the land and the
     home, local regulations, and differing state laws.
                                                                   i
             In summary, Mr. Schy emphasized that the URA is a complex law that involves substantial
     expenditure of time and money. While being a spurce of assistants to citizens, it also provides a
     framework for; Federal  agency treatment of affected residents.
             Mr. Hutchins, of the Department of Justice, asked about the number of staff who work on
     ISJecations and availabjeresources,  Mr, Schy responded that individuals now have multiple jobs within
     the general work of acquisition, appraisal, and relocations.  At least six people would be involved in these
     activities.
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             Ms, Yuhas, of ICMA, inquired about the role of local governments in relocations. Mr. Schy
     answered that, with regard to FHWA projects, the role of local government in limited.  The projects are
     operated through state agencies that have a financial relationship with the Federal government and are
     responsible for overseeing the relocation activities.
    
             Mr. Nemeth, of HUD, commented that relocation information should be given to residents in an
     accessible format, including special considerations for non-English speakers, the hearing impaired, and
     other persons requiring extra assistance.
    
    .  ,,      Ms. Johnson, of EPA, asked that if each state implements relocations, how it is ensured that these
     actions are equitable and uniform?  Mr. Schy responded that FHWA receives assurance from the State
     Department of Transportation, including a legal agreement that the state will comply with URA
     requirements for property acquisition and relocation as well as the implementing regulations to the extent
     practicable under state law.  Therefore, states operate in accordance with the same standards as the Federal
     government, although some states do handle some issues differently. It is the view of FHWA  that states
     should maintain some degree of flexibility.  Mr. Alsop added that consistency is also monitored through a
     staff member responsible for relocations in the state offices of FHWA. Mr. Polatsek noted an  example in
     HUD where consistency among states was needed. Problems .were caused by state offices differing in how
     payments were distributed to the public, thus a Federal law was established requiring that all payments
     must be made in installments. He emphasized that meeting the overall goal of similar treatment for
     residents in similar situations can be achieved while retaining some flexibility in funding.
    
            Grand Forks, North Dakota - Dave Polatsek. HUD
    
            Dave Polatsek, HUD, presented a case study pertaining to the relocations resulting from the
     flooding that occurred in Grand Forks, North Dakota.  Mr. Polatsek began by stating that HUD is most
     involved in the relocation process through the provision of low to moderate income housing following an
     incident.  In addition, he explained that HUD also acts as a banker by providing financial assistance to
     local governments, non-profits, individuals, etc., as well as to projects that involve acquisition,
     rehabilitation, and demolition through the Uniform Relocation Act (URA).  Mr. Polatsek stated that the
     URA takes effect when Federal assistance is provided and relocation activities pursued. Federal assistance
     is anything pursuant to a grant, loan, or contribution to a State for distribution. Furthermore, Mr. Polatsek
     stated that most HUD-related activities involve the Housing and Community Development Act (HCDA) of
     1974, which established the block grant program.  The block grant program primarily involves
     redevelopment, rehabilitation, demolition, and infrastructure development projects. Additionally,
     relocation is an eligible activity under the HCDA. The HCDA has become increasingly utilized by other
     Federal agencies, especially FEMA in the aftermath of a presidentially declared disaster, in ways that had
     never been previously contemplated under the URA. Mr. Polatsek stated that following FEMA's activities
     to ensure that the disaster is mitigated, HUD is almost invariably called upon to redevelop the devastated
     area.
    
           Ms. Bulka asked if there is a distinction between taking a building over and seizure? Mr. Polatsek
    explained that HUD does not seize property, but rather forecloses on it on a discretionary basis.
    
           Mr. Polatsek explained that in mid-April  1997, the midwest floods hit Grand Forks, North Dakota.
    As a result of the devastation, FEMA proposed to use the voluntary acquisition program under the URA to
    purchase properties and attempt to move residents off the flood plain, as well as make improvements to
    mitigate the consequences of living on a flood plain.  He stated that the entire city suffered rampant
                                                    75
    

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                  devastation, and eight months after the flood waters has subsided, the city remained covered by a layer of
                  silt and debr|s.  ralMA^suteequentl^ intervened because of militant citizens groups protesting that the
                  voluntary acquisition program was really not voluntary.  In response, HUB created the transaction
                  exception, which FEMA began to use to voluntarily relinquish properties.
                              i                    i                          i  i  i  '                          i
                              >,    !                             '                                     i
                         Several residents of Grand Forks, through the homeowners association, initiated a class action suit
                  claiming that they were never really offered a choice; they were forced to either relinquish their property or
                  remain in a devastated area. They also" arguedtKaftney were being denied benefits under"tfie URA.
                  Therefore, MUD used authorities under a number of appropriations acts providing it the opportunity to
                  Waive a number of statutory and regulatory provisions.  Using these authorities, HUD selectively waived
                  parts of certain acts simply because they were too expensive to implement.  However, Mr. Polatsek stated
                  that HUD did not want to deny citizens their right to relocate by only providing voluntary buy-outs, which
                  do not cover all residents, such as tenants. Therefore, Mr. Polatsek stated that HUD employed section
                  105(a)(l 1) of the HCDA, which establishes relocation as an eligible activity," with no restrictions except
                  that people in like circumstances must be treated in a like manner.
    in i in 11 i   n   n   i  n mill  i   n in mi inn  ii win n  n iiiiinn  i  11         n             11       i   PI p i | i  \    In     i      i    i   in i   ]  i        nn in  in FI  i ill |
                         Because this section allows  the provision of funds, the city wanted to offer $10,000 to all residents
                  to stay within the city limits in an effort to preserve the economic/tax base of the community.  In response,
                  HUD stated that any activities undertaken must always have some connection with the displacement
                  process!  In other words, the city cannot provide a blanket payment to all residents, whether displaced or
     '             not, in need or not. simply to preserve the economic/tax base of the city. However, despite these certain
                  activities that are not allowed under the law, the process is very" open and, therefore^ allows for the
                  construction of a tailor-made local plan, which balances cost considerations with the needs of the displaced
                  population.
    
                         Ms. Frey asked how HUD makes a decision that certain acts are too expensive to implement.  Mr.
                  Polatsek stated that the localities make most of the decisions in terms of the budget priorities.  He noted
                  that the majority of housing in Grand Forks was completely devastated and  there were 2,200 jobs that
                  needed to be filled.  Therefore,^residents who wanted to stay in Grand Forks and pay for comparable
                  housing had to dip into the project reserve to produce the necessary funds.
                    '     ;	zzzzzzzLZ	zriTi"	:"'zi:"iiin	
                         Mr, Polatsek stated that fjUD also had to comply with another parallel statute. He stated that
                  Congressman Barney Frank thought the URA was insufficient and, therefore, enacted a parallel scheme
                  for low and moderate income tenants that provides a 60-month differential for only those residents
                  displaced by demolition. Therefore, HUD also had to waive those provisions and construct their own
                  scheme, which employs section 105(a)( 11) to create tailor-made plans, employing voluntary acquisitions,
                  buyouts, waivers, etc., for individual communities suffering devastation.
                                                                          i
                         Furthermore, Mr. Polatsek stated that a large problem that occurred in Grand Forks was that
                  FEMA's legislation  is primarily aimed at protecting homeowners.  Although the bulk of housing
                  devastated in Grand  Forks was privately owned, there was also a large number of tenants and  businesses
                  that suffered the effects of the flooding. Mr. Polatsek explained that the community of Grand Forks is
                  comprised"oT3ireTc6inpcmentsk:''(l)  a"university;"*®'a"'imfita*ry'*bnase';'an3"(55"smaH"Hmom'and" pop"'	
                  busii^es^.gsjaj^li^^eQts,.,,,^ a result, this large component of residential tenants are a serious concern
                  becausethey havethe ability to easily moveout bfth"e"'c"ity limits. Mr. Polatsek stressed that every
                  situation resulting from a disaster or environmentally related incident will necessitate a tailor-made plan.
                  He alsb'nb'te^lh'a^ to sonic extent EPA is not as"bound"''by"vanbu1s"isiatu1fbry provisions as are other Federal
                  agencies.                                                                                        !
                                                                 76
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            Regarding temporary relocation, Mr. Polatsek stated that the URA does not address the issue of
     temporary relocation because the URA only addresses instances when displacement equals acquisition.
     When rehabilitation became a premise for the Act and residents were paid to move out of their homes
     while rehabilitation activities were being undertaken, they often took the.money and left. Therefore, HUD
     had to devise an approach that ensured residents would stay in their, homes. In response, HUD promised to
     come up with program requirements in which a person who is temporarily relocated will not be considered
     displaced, as long as certain protections are provided.  In other words, any additional expenses must be
     covered, they must not be subject to any adverse environmental conditions, HUD must incur the costs of
     any increased rents or utilities, etc. If these protections are not provided, the resident will be considered
     displaced. In conclusion, Mr. Polatsek, stated that the Grand Forks situation continues to be on-going, and
     HUD remains in consultation with the local government and residents of the community.
    
            Questions:
    
     •           Are there any relocation programs or authorities that are applicable outside of a disaster
                situation?
                Mr. Polatsek explained that section 105(a)(ll) of the HGDA establishes the community
                development block grant assistance program, which creates discretionary authority for
                relocation.  So any community that is pursuing clean-up activities and has block grant
                assistance can  use their block grant assistance for relocation benefits at the discretion of the
                local government.
     •           In response to several questions regarding the Section VHI subsidy program, Mr. Polatsek
                explained that a resident, who is not in a subsidy situation under HUD's interpretation and is
                displaced, has a right to housing available on the open market. Section VIE, which can be
                tenant-based or project-based, is designed to defray the cost of rent for the tenant through the
                provision of Federal  funds. Individuals have the opportunity to go into the open market and
                find a landowner who is willing to take the subsidy with the tenant making up any difference
                in price between the  rent and the subsidy.                                         .
                Could HUD and EPA have overlapping authorities that pertain to relocation?
                Mr. Polatsek explained that HUD authorities often coexist with other agencies' authorities.
    •           Do the public housing authorities have the authority to close a building and move the tenants
                to other public housing?
                Mr. Polatsek explained that the answer depends on the proximate and actual reasons
               precipitating the close down and move. If the case is brought to court, the decision would
                depend on the validity of the close down and move.
    •           EPA has been involved in instances requiring the relocation of individuals from subsidized
                housing. Is  it HUD's or EPA's responsibility to find replacement housing?
               It was explained that during the Escambia site relocation, EPA provided the displaced
                residents with vouchers that could be taken to any available subsidized housing.
               When relocating public housing tenants that are largely minority, is there any responsibility for
               not perpetuating segregation by not moving those residents into the same building? In other
               words, when providing relocation options does  segregation have to be taken into
               consideration?
               It was noted that the  URA  does not say that segregation must be taken into consideration.
               However, there is no  easy answer to that question, rather, it is often a policy call.  The
               regulations state that all available housing must be a consideration. The residents are
               provided the option of deciding where they would like to relocate, whether it be into a non-
               segregated area or segregated area, and HUD  cannot force residents to move into any
                                                   77
    

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    1                          particular area.  Mr. Schy explained that the regulations that implemented the URA speak to
                              that issue. He stated that 49 CFR Part 24(205)(c)(2)(c) states that "Whenever possible,
                              minority persons shall be given reasonable opportunities to relocate to decent, safe, and
                              Sanitary replacement dwellings, not located in an area of minority concentration, that are
                              within their financial means. This policy, however, does not require an Agency to provide a
                              person a larger payment than is necessary to enable a person to relocate to a comparable
                              replacement dwelling."  Mr. Schy explained that the URA addresses relocation from an
                              individual standpoint, not a community standpoint. However, each individual is given the
                              opportunity to relocate outside of typically minority areas if they desire to do so.
                              Additionally, the URA ensures that the implementing agency provides available housing and
                              makes reasonable referrals, but does not tell individuals or communities where they must
                              relocate, and the agency is not required to issue a larger than necessary payment.
                   •          EPA has made several decisions regarding the relocation process. Ms. Wells asked if any of
                              these decisions have caused concern for HUD andjts relocation process.
                              Mr. Polatsek stated that he has not heard of any concerns, but HUD is very fragmented and
                             , he may just not be aware of issues involved in other divisions.
    lillllli 11 ill I  ii1   i   111  i     li  i pi	        „     ,                          ,         .             ;          .   i	
                   •          Has a crosswalk ever been performed among the 16 agencies involved with implementing the
                              related housing/relocation authorities?  In other words, each agency may have individual
                              policies or guidelines addressing the implementation of various sections within the URA, and
                              has there been any effort to outline who is doing what and how they are doing it?
                              It was explained that there is one basic set of government-wide regulations that implement the
                              URA, and although each agency may have a different set of program authorities, the way to
                              implement them is found in the government-wide regulations.
                   •          Does FEMA have any regulations regarding temporary relocations?
                              'It was notecl that FEMA  provides vouchers, rental assistance, mobile homes, hotel
                              accommodations, etc., in response to disasters. 44 CFR part 206 addresses temporary or
                              disaster housing.
                   •          Does GSA.,|l,|yprreJsca|iqn .^thgiiijes?,,	,	,	,	,,,	i	(,	;	(	
                              Mr. Polatsek stated that GSA is subject to the URA, as are all other Federal agencies.
                   •          Is there a users guide to HUD programs?
                              It was noted that there is a guide that explains all HUD programs.  Other information
                              regarding HUD can also be found on the HUD Internet HomePa^e.
                                       	'. „,,	 ;	I .  ,,,  . ^	 ;	 .,,	;;  , . , ,	\:	 	i	\ ;,,:,:;;	;,	j	 .,;	;	'	', _ t ",	\ ,  4 , ;	
                          Ms. Skekqn-Roberts asked the group to consider question 1 .b. on the list of discussion topics,
                   Which states^''What changes would you like to make to your current relocation process/how decisions are
               •^•^.TOade?" Ms. Bulka, of EPA, stated that in determining how relocation decisions are made, the resources
                   Available shqpld be considered.  Mr,  Polatsek stated that obtaining community/local government input is
                   alsq very beneficial. Next, Ms. Skelton-Robeits asked trie group to consider how consistency in the
                   relocation process can be ensured.  In response, it was noted that the primary goal is to provide maximum
                   Squity. Outside of that, there is nothing that says every relocation must be handled in an identical manner
                   because issues and circumstances vary. However, there are be certain broad parameters that must be
                   followed that apply to every relocation.
    
                          MS. Griffith asked the group if their respective agencies have been involved in situations where the
                   local government wants something that the community does not want. In response, Ms. Bennett stated
                   that, under .FjBMA regulations, the community has to apply for a grant.  Therefore, the "buy-in" originally
                   comes from the community and, consequently, the government is persuaded by the residents.
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             Ms. Skelton-Roberts asked where in the process should the community become involved.  She
     asked Mr. Alsop about the process for constructing a highway and where the community fits in that
     process. Mr. Reid stated that any urban area must have a detailed urban planning process that involves the
     communities, local government, etc. The process is not a top-down approach, but rather, much emphasis is
     placed on obtaining stakeholder input. He stated that many of the decisions are very political. Therefore,
     the planning process legitimizes the project.  Once the planning phase is complete, the next step is to
     consider the NEPA factors, such as ensuring that land uses are protected, etc.  Mr. Reid stated that the
     entire process depends on how much support or opposition is expressed toward the project. If there is
     sufficient local government support, the entire process may only take one or two years.  However, it is rare
     that there is no issue or controversy that will ultimately delay the project.
    
             Mr. Schy asked the EPA representatives if they have considered whether EPA may be attempting
     to do too much by trying to make everyone happy when it is  an impossible task. Ms. Griffith .responded
     that EPA has traditionally been a very community-friendly organization that is very concerned socially.
     She stated that within EPA there is a lot of emphasis, on volunteerism, which translates down to doing
     more than is required by law. However, she stated that although EPA recognizes that they cannot always
     make everyone happy, EPA is constantly striving for increased community participation.
    
             Mr. Schy agreed, but noted that certain activities are impossible to achieve, and he asked if EPA
     takes those  into consideration to decide among conflicting priorities. Mr. Schy asked if, once a decision is
     made, EPA allows the community to sway it into doing something that is opposed by the Agency. Ms.
     Griffith noted that ultimately EPA must answer to Congress, GAO, and the courts. Therefore, if the
     Agency cannot find someone to pay for the relocation efforts, EPA will use its  own funds.  However, if
     relocation activities are not necessary for public health or environmental reasons, EPA will not assume
     such activities because it will ultimately have to justify the expense to Congress. Ms. Wells noted that
     often EPA makes decisions that are very unpopular with the public and often receives very negative
     publicity for those actions.                                                     ,
    
     Group Discussion
    
            Public Welfare
    
            Ms. Griffith raised the issue that EPA is responsible by law to be "protective of public health and
     welfare" in terms of relocation activities. She stated that the addition of the term "welfare" has created
     many problems for EPA because  it is undefined. Ms. Griffith explained that communities have asked for
     relocation activities under the umbrella that their welfare is in jeopardy, when in effect there is no public
     health risk involved.  Ms. Griffith asked the group for input on how "welfare" should be defined. Ms.
     Tucker, of ATSDR, stated that her agency interprets "welfare" in terms of quality of life or  a measurement
     of stress.
    
            Mr.  Schy expressed concern that EPA not be overly broad  with the definition of public welfare,
     which may result in an abuse of relocation activities.  Mr. Seigal, of the Bureau of Reclamation, stated that
     EPA should consider at what level of risk does the Agency have to begin remediating a site. He noted that
     public welfare should be tied to health risk. Mr. Featherson also  expressed concern that if public welfare is
     defined too broadly, it will be very difficult to defend the decision against the potentially responsible party
     (PRP) in court. Ms. Bulka recommended that research be conducted to determine the congressional intent
    regarding public welfare and its limits.  Ms. Johnson stated that most stakeholders, with the exception of
    the environmental justice community, do not want EPA to consider welfare as separate from risk.
                                                   79
    

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                           Ms. Tucker stated ti^atiATli§pglii§icgn^ji^gnng approaching relocation from a risk/benefit analysis
                   perspective.  She noted that following Chernobyl, it was determined that residents who relocated did worse
                   than those who remained in the area. It is the common belief that relocating is the best approach; however,
                   there are many hard, scientific issues that need to be addressed to determine the effect of relocation on
                   public welfare.
                                     	•	'	  •	*  '	'	i	I"™1"	' '.' "ll	r	,	!	:	:	
                           Ms. Wells stated that choosing relocation as part of the remedial process may be a more cost-
                   effective solution than not. .i§h&.npiedMii^jjji.jis,ip^'ten...n[i,pfe efficient pd logical to convert a residential area
                   into an industrial area that does not have to comply to the more stringent residential land standards. Each
                   decision must be based on factors that assess the best use of the site.
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                                     ^                                                          *
                           Mr. Hutchins stated that the group should also consider environmental justice issues in the
                   relocation process.  Mr. Alsop stated that DOT has an environmental justice order that approaches
                   relocation on a^rpject-by-project basis. In other words, it does not just look at environmental justice
                   issues separate from relocation activities, but at the entire project as a whole. Ms. Bennett stated that those
                   Residents who live on a flood plain are often  minority. Therefore, if given a comparable rate to move, they
                   cannot afford to relocate anywhere else. However, if the residents are not offered more than a comparable
                   fa'te", the agency could be accused of not making the program equally available and leaving minorities in a
                   hazardous area.  .................... ,,, .............     ..................... ,  „, ..... .......... ...... „   , ................ „ ......... ,„   '
         ™>-"' ...... »
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                            ilisfflii'fe ...... ISPg'h of time is indefinite. Therefore, it was asked how various agencies
                            r the length of time for which a resident will be temporarily relocated.' .Mr. Schy stated that  •
                                  illll'liiiilllllll I1 ....... IPI, I lil.V.iNI1"! ',i||IPI ......... PI ........ IhM ........... II" lull"'!!'!!"'!!1 ,,lh ..... '        '      ,'
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     specific details on any one criteria. EPA is currently considering very generic issues and hopes to provide
     a more in-depth policy next year, which will include feasibility study guidance.
    
     Collaboration Among Federal Agencies
                     /                          ,
    
            Ms. Skelton Roberts opened a discussion of. opportunities for collaboration among Federal
     agencies handling relocations.  Mr. Schy suggested several ideas: 1) The annual URA meeting hosted by
     FHWA provides a useful forum for exchanging information on problems as well as for meeting contacts in
     other agencies; 2) Agencies can contact individuals at FHWA to discuss the URA; 3) Agencies can work
     together at multi-jurisdictional sites (e.g. FEMA and Superfund sites); and 4) Individuals should share
     information through phone calls or other communications.
    
     Next Steps and Wrap-up
    
           Ms. Wells explained that EPA has several activities planned as next steps for developing the
    relocation policy.  Two more discussion with stakeholders, Native American Tribes and Environmental
    Justice representatives, are scheduled. The Agency has begun drafting an outline of the policy based on
    the previous forums, and will continue to incorporate issues from ongoing discussions. Other steps
    include convening a multi-stakeholder group to comment on the draft policy and issuing an
    implementation guidance in 1998.
    
           Ms. Skelton Roberts concluded the meeting with a summary of key issues and recommendations
    raised during the discussions:
    
          - •   Social service agencies and non-profits have a potential role in relocations;
           •   State and local resources need to be considered;
           •   The policy should be  flexible and set broad parameters that are tailored to individual
               communities to incorporate needs of citizens and state and local governments;
           •   The planning stages of a relocation are important;
           •   Long-term views should be emphasized in  remedy selection;
           •   Consistency is needed in setting limits on relocations;
           •   Public welfare is based on risks and is tied  specifically to health risk, although some
               participants questioned this approach; and
           •    A decision needs to be made as to when temporary relocation is continued for too long for
               reasons of cost.
    
           To close the meeting, Ms. Wells thanked everyone for their participation.
                                                  81
    

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             Superfund Relocation Discussion with Environmental Justice Representatives
                                            October 18,1997
                                         Charleston, West Virginia
     Introduction, Welcomes, and Purpose of Discussion
    
            Barbara Yuhas of the International City/County Management Association (ICMA) began the
     morning session. ICMA is a professional and educational association of chief appointed administrators
     and assistant administrators serving cities, counties, regional councils, and other forms of local
     government.  Under a cooperative agreement with the Environmental Protection Agency (EPA), ICMA is
     working with the Office of Emergency and Remedial Response's (OERR's) Community Involvement and
     Outreach Center in coordinating a series of discussions with a broad range of stakeholder groups (industry,
     state and local officials, public health organizations, environmental groups, Tribal representatives, and
     environmental justice organizations) on the issue of Superfund relocations.  Ms. Yuhas noted that the
     purpose of the meeting is to collect information and feedback on this issue.
    
            Suzanne Wells, Director of the Community Involvement and Outreach Center for OERR,
     welcomed the participants and thanked them for their time and interest. She then outlined the history of
     the Superfund Relocation issue.  In January 1995, a subcommittee of the National Environmental Justice
     Advisory Council (NEJAC) requested that EPA look into developing a national policy for relocating
     residents affected by Superfund sites. Elliott Laws, then Assistant Administrator for OSWER, followed
     up by issuing a memorandum in May of 1995 announcing the Agency's intention to develop such a policy.
     EPA recognized the need to gather broad input on the policy.  A Relocation Roundtable was held in May
     1996 to provide an opportunity for citizen and community input regarding relocation issues, and concerns.
     She noted that participants at this meeting, Connie Tucker, Margaret Williams, and Kenneth Bradshaw,
     also attended the Roundtable.  At  the Roundtable, citizens shared their issues and concerns about living
     near hazardous waste sites and what should be considered when deciding whether to relocate residents
     from a site.
    
            The current series of forums on  relocation provides additional opportunities for a broad range of
     stakeholders to offer information and raise issues for consideration in EPA's development of the relocation
     policy and corresponding guidance. She reviewed some common themes that have arisen during the
     previous forums, including the importance of community involvement, making relocation decisions  based
     on the available data, the need for be open and honest communication of risk issues, ensuring citizens
     remain financially "whole," and keeping the community that remains behind stable.
    
            Ms. Wells stated that the purpose of the meeting was to focus on people who live in the
     Appalachian region of the country, and to listen to their issues and concerns regarding development of a
     national relocation policy.
    
           Ms. Wells next presented a brief history of Superfund relocations. The use of permanent
    relocations at Superfund sites has been limited, with only 16 cases using Superfund authority pursuant to a
    Record of Decision in the history of the program. EPA has conducted many successful clean-ups in
    residential areas so that the community can safely live in the area. Approximately 1,200 sites are listed on
    the National Priorities List (NPL), and many of these are located near residential areas. The Agency
    estimates that one in four Americans lives within four miles of a Superfund site.  Generally, permanent
    
                                                   83
    

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        :           She noted that the Agency takes the decision to relocate residents seriously, understanding that the
             (      decisions involved and the moving process are very stressful events for residents.
                    ,         i  '                "                i    ,              "i                     '  .        "
                          She explained that the schedule for the development of this policy includes distributing summaries
          , .......  .............. t ............ of all ..... ofthe ..... forums, to participants, completing a draft policy, and then bringing a group of stakeholder
    •I ll|llllll II I
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                   representatives together for review and comment on this draft.
                                                                                 I
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                                                                               s, Pr
                   Review of Agenda and Ground Rules - Mary Skelton Roberts, Program for Community Problem
                   Solving
    
                          Mary Skelton Roberts, the discussion facilitator, began by reviewing I he agenda and guidelines for
                   the meeting.
    
                          Participants and observers then introduced themselves and each stated his or her expectations for
                   the day (a list of attendees is attached). Common expectations included learning, helping EPA develop a
                   policy, and sharing experiences.
            in hi      in i  i   ii i nil  nil n  iiiiinnil  i         MI            ii'i        iii I1	 i      i »   p i  \ i  ii    i     in1 n Hi if IN
                   Overview of Pensacola Relocation Roundtable - Connie Tucker
                               II                                                  '
                          Connie Tucker presented an overview of the Relocation Roundtable held in Pensacola, Florida in
                   May 1996.  She began by discussing the history of the relocation issue.  She noted that the NEJAC
                   committee, which raised the issue initially, received much support from stafF"a't"EPA,"iricIud"ing'senior
                   management. As a result of this  interest, the concept of pilot relocation projects was developed. Every
                   Region was encouraged to developi"a rgiocat:j0^ pVloVr6u't3R1egion"4*was the only Region that chose to do
                   so. Region 4 selected the Escambia site in Pensacola, Florida as the relocation pilot project.
                           Ms,. Tucker explained that the two-day Roundtable provided an opportunity to explore many
                   concerns and issues related to relocation.  She noted that a video of the event is available from EPA.
                   (Please call Xolanda Singer at (703) 603-8.835 for a copy of the video)  Key concerns that were raised by
                   participants included the need for community involvement in decision making, health issues, and cost-
                   effectiveness . She noted that, in some cases' EPA has conducted a temporary relocation of residents that
                  II  1                          7:lll,,'lllII,.lMi'l|i:'l|lllll' I1' 'II 11'	'I'I,'"'III" Illl1 .fF'xIIIIlN	I'll!	I1'	,IH	'IIHI	<	'	VI	|	I'lll'llll"!' Jl',,11	''I'!	'Til."	Ijl	'" *~  ,,„•',   . , ,          , ,  ,         II r '
                   was more expensive than buying residents new homes.  Other concerns include the need to consider
                   temporary relocation in communities where the clean-up is causing further exposure, clean-up standards,
                   and environmental justice issue's^	Race'and'class'issues "in "the	communities'	g^EpA n"ans'already relocateH	
                   also arose as a significant problem, with only one African-American community having been relocated
                   and a perception that middle-class communities receive quicker action.
                          A brainstprming session also took place on what should trigger a relocation.  Other plenary and
                   breakout sessions were held to identify the communities' concerns.
                                   "            '               '  '               ' ' '   '       '  '                     ' '
                          Ms. Johnson asked if Ms. Tuckerhad	a" sense from	the	discussions^ of the Juratign	of: temporary
                   relocation that would be acceptable to residents. Ms. Tucker answered that no specific time frame was
                   Identified, but that EPA should consider permanent relocation as a potential remedy in those cases where
                   temporary relocations may be more costly than permanent relocation.
    
                          Ms. Wells commented that, with regard to health concerns, soil or other contamination cannot
                   always be cleaned up to a level that is safe for people to live on. She asked participants to think about how
                                                                   84
    

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     health concerns should factor into the decision. Ms. Tucker responded that the Roundtable participants
     raised problems of risk assessment tools not considering other sources of contamination, the burden on the
     community to prove illnesses, and recognizing environmental diseases as a trigger to action. Ms. Tucker
     noted that anecdotal evidence provided by citizens about their health problems should be considered more
     heavily in the decision.  Ms. Swearengen commented that  "anecdotal evidence" should be enough
     evidence to relocate them if they want to be.
    
            Mr. Wilson and other participants raised concerns regarding the lack of representation of the
     Appalachian region at the Relocation Roundtable and other EPA meetings.
    
            Ms.  Skelton Robert summarized some of the themes raised in the, discussion as what are triggers
     to the decision to relocate, how is cumulative risk factored in when multiple exposures exist, where does
     the burden of proving risk lie, and what is the difference between clinical and anecdotal evidence.  .
    
     Background on Superfund Relocations
    
            Terri Johnson of EPA provided an overview of EPA's experience with relocation. She began with
     an introduction to the Comprehensive Environmental Response, Compensation, and Liability Act
     (CERCLA or Superfund), which grants EPA the authority to clean up sites to protect human health and
     the environment, and the National Contingency Plan (NCP), which sets forth regulations to implement
     CERCLA provisions.
    
            The National Priorities List (NPL) is a list of sites that are potentially contaminated and require
     additional study.  When a site is discovered a Preliminary Assessment is conducted.  This assessment is an
     initial review of existing information on the site to determine if further investigation is warranted. Citizens
     can petition for a preliminary assessment, which must be responded to within one year.  If it is determined
     that more study is needed, a Site Investigation is conducted. At this stage, sampling is conducted to
     determine the probability of qualifying for the NPL. Qualification is determined by the Hazard Ranking
     System, a quantitative formula that EPA uses to establish a score for each site. Four separate pathways are
     considered in this formula: ground-water contamination, surface-water contamination, soil exposure, and
     air contamination. If the score is greater than 28.5, the site qualifies to be listed on the NPL. Generally,
     the next step is a letter of approval from the governor of the state.
    
           Two  types of response authorities for EPA are identified in CERCLA:  1) removal actions are
     used when immediate action is required; and 2) remedial actions are used to address the longer-term
     hazardous substance problems (e.g., groundwater contamination)..
    
           Ms. Johnson explained that relocations fit within the context of CERCLA and the NCP in that
     relocations are one type of response action under these authorities.  Temporary relocations may be
     conducted during removal and remedial actions, while permanent relocations are considered under EPA's
     remedial authority.
    
           Ms. Johnson next outlined the remedial response decision process and where relocation comes
    into the decision on a site. The first step is a remedial investigation to characterize site contamination. At
    this point, discussion with local officials regarding the future land use of the site is initiated as a
    consideration in the remedy selection. A baseline risk assessment is performed to estimate current and
    potential risks at the site.  This identifies who is being exposed,  how they are being exposed, and what
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                   situation.  The government may not have the power to do what the officials or citizens want based on
          "——';: ••	:''" ceiftiiin risk assessment criteria.
                            Mr. Wilson asked whether the profitability of the company responsible enters into the cost-
                  i.^ectivsness^nsj^erations.  Ms. Tucker stated that as long as EPA uses a single chemical approach in
                   nslc assessment without considering the cumulative impact of the chemicals, too often the risk is
                   determined acceptable.  Communities  do not believe that any acceptable risk exists. She then asked if risk
                   assessment is mandated by law. Ms. Frey answered that it is a regulatory requirement, but not a statutory
                   requirement.
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             Ms. Frey clarified that the Agency does not conduct cost-benefit analysis in Superfund program.
     EPA looks at the cost of a remedy as related to its overall technical effectiveness. The profits of the ,
     Potentially Responsible Party (PRP) are not taken into account.
    
             Ms. Johnson then explained that EPA cannot simply buy out affected areas rather than clean them
     up because CERCLA requires the Agency to select remedies that are protective of human health and the
     environment.  She also clarified the meaning of the term PRP, or potentially responsible party, who is a
     company, owner, or operator that appears to have some responsibility for the contamination.
    
             Mr. Bradshaw commented that a "reality check" is needed because what  EPA intends or plans to
     do does not occur in actuality.  This is particularly true for federal facilities, when deals are made to ignore
     rules and guidelines and relinquish regulatory authority. He noted that CERCLA mandates the EPA to
     conduct certain actions, which the Agency is not doing. For example' CERCLA  section 106 specifically
     states what should be part of a health assessment and that is what should be followed.  Ms. Frey
     responded that, as she understands it, in the case of federal facilities, an agreement is made between EPA
     and the federal facility as owner/operator  that changes the lead for the site cleanup to the non-EPA federal
     agency. Section 120 states that federal facilities have the responsibility for investigations and clean up.
     EPA does comment on their activities, but it is difficult for EPA to have authority over other agencies.
     Participants noted that clarification is needed on whether EPA has regulatory authority over other federal
     agencies. EPA staff responded that the Agency works with other agencies, but cannot sue another federal
     entity.  Ms. Tucker noted that political conflict limits EPA's authority. The discussion was tabled until
     later in the day.
    
            Mr. Washington, who works with a DOE facility, commented that the facility must abide by all
     the laws. The facility can be issued fines similar to fines for a private facility.
    
            Mr. Wadworth commented that EPA needs to acknowledge that almost every person who is
     exposed to a toxic chemical is also exposed to complex organic chemicals from other sources.  Therefore,
     a clinical approach is very important.
    
            Ms. Wilson noted that in her situation (a leather tanning company in Kentucky that is a RCRA
     facility), EPA has regulatory authority, but no enforcement authority.  Mr.  Wadworth continued that
     EPA's guidelines are not reality in Kentucky. Ms. Wells noted tlhat the RCRA law is a different law than
     Superfund. Ms. Wilson argued that a major problem is exactly this lack of connection between EPA
     programs.  No matter what citizens do, the problem is  always passed on to someone else.  Ms. Skelton
     Roberts recognized that the discussion reveals a significant disconnect between national policy and
     implementation at the state level.
    
            Mr. Branson raised the issue of the power of corporations over the Agency, particularly when
     guidelines are changed so that facilities can be in compliance. In his view, the Agency must understand
     that the Federal government is ignoring citizens in favor of industry.
    
            Ms. Johnson noted the Agency has learned that a much better job of community involvement is
    needed in the Superfund program. The relocation policy will focus on getting the communities involved
    as early as possible.   She also stated that the Agency does feel frustration when the expectations of
    community groups are outside the Agency's statutory authority.
                                                   87
    

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                          Ms. prey clarified that conducting a baseline risk assessment is a regulatory, not statutory
                  requirement. Ms. Williams commented that the main concern of the citizens is protecting people and not
                  tising risk assessment for a specific sub-population.  Current risk assessment approaches involve
                "'|na3equate dltta and*3o1"nbt	prop~eriy consider health  effects!	HaclToT'scTenti'fic	information oh toxic
                  platerials and" failure to consider the cumulative effects of exposure are additional problems. She note that
                  agencies cannot deal with people's lives based on assumptions.
    
                ,.^,".;;::;:;iiMcs Harris ...responded' that there is much that is not known about risk assessment and health
                  effects. It is imperative that all of the health agencies and EPA come together  and gather useful
                 Information on the development of criteria for evaluation of synergistic effects^ reproductive effects, birth
                  effects, and effects on the immune system.  Good information on many chemicals does not exist, therefore
                  rnpney needs to be directed to developing criteria for more chemicals.
    
                ,..«}.,;,;;,'='„=;,..Mr. Bradshaw asked if that is a trigger  for relocation. Mr. Harris responded that, in his Region,
                   1 "iff..attempt to look at as many factors as mey'cah.'  This included' going door-to-door, talking to people
                                 additional data.  In one case where information was lacking, the majority of the people did
                  not want to relocate.
    
                     ,Dr.  Smpger agreed with the previous comments on risk assessment, adding that they are based
                n'jb^ly'bh'cancer irislc and (ioLn'blirtak"e"loaTierIeifects into account. In addition, a vast majority of the data
                  collection is ftmded by industry. He also noted that EiPA' and industry use jargon that is unfamiliar to the
                  Cgmmuplty and allows industry to gain a "step up"  in dealing with" risk assessment. The community feels .
                  |eft out because fhey do not understand the language.  He .suggested that the first step in a risk assessment
                  should be to talk to the local doctors to find out the clinical effects that are occurring, and basing the
                ;:; hypothesis of exposure on'that information.  Ms." Swearengen a3ded that it is wi3ely believed at the
                  grassroots level that rislc assessment is a tool o? industry and is easily manipulated.
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                ' •'	•'•'"	''" "''	'	«l"	i	I'!''. n ',''	"i'	h i ,	„.'	:,	 i,T ,:«i	<	•',, ,„	,,„	'	t, „,' i ',„,	 -,,	  I, *	j> I „, ,	i	,,J,	'„	 	|,»	 r	Iliilll, »,|	• ',*	I :•,	|	,i',»" •»	ji»	„'	i" i . 	•	 	 . s. ,	,,'	„ I	„, ,|	U	,
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                   ", 111:?:;'i,;,"I?K|s,'""Fifey""exglained"thai""tlie Agency'has""heard' from	many "stakeTTblders	that 'health "nsk should	Be	a	
                     criteria for taking action at a site, including relocation. She noted tFat BPA's assumptions when doing risk
                   '';:^s5^^'flts MB fairly conservatiye.
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                             Mr. Harris added that risk assessments he has conducted evaluate the risk from multiple pathways.
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                     §taff He suggested sensitivity training for EPA staff on courtesy and consideration of the residents,
                   i:' i,l|l|feli||l|l|!||||l:i.f(''.'!Vi!'ii!,.;:i,(!((iaiiffir';ftl	iii:!ii:vS.:'.:li.;,S!i«.;i.ii;S^                                                   	fiil
                                            	.i!!1;; i11 rlliv..wiw, .fh¥1,i 1 jiv: aih..11,,!»vft: i!lvl!.'.fl.('''i:.ii11	i:b iiiiriiK '|.r.;.:4JI..IIT. 1.1..ii:ii|:lM
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     affected communities. He also reiterated that placing the burden of proof on those without the resources to
     do so is a problem — it is impossible to absolutely prove the effects.  The burden must be on the producers
     of the contamination. He recommended using biomonitoring of animals to monitor for adverse health
     effects.
    
            Mr. Bradshaw commented that problems of racism and discrimination against low-income
     residents also exist when conducting health assessments.
    
            Ms. Skelton Roberts then summarized the major issues/questions raised in the morning session:
    
     •       What should be EPA's response time;
     •       How should property values be assessed;
     •       What triggers should determine temporary and permanent relocation;
     •       How should health concerns and cumulative risk be addressed;
     •       Should the policy address a shift in the burden of proof;
            What is the role of clinical data;
     •       Who gets studied;
     •       How do we make sure the statistical models are appropriate;
     •      , How can EPA ensure that the policy gets implemented on the state and local level;
     •       How does EPA go about monitoring other Federal Agencies;
     •       What does the risk assessment process actually measure;
     •       .Risk assessment is not statutory,  it is a policy;
     •       Communities want risk assessment to be discontinued as a tool to determine the remedy;
     •       EPA does have regulatory authority over other federal agencies, but for political reasons has not
            been able to enforce this authority;
     •       Local health departments and local doctors sometimes cover up health effects in the community
            due to industry pressure; and
     •       It is very important that a Roundtable to reforming risk assessment be held involving communities
            and scientists.
    
            Ms. Wells then responded to some of the concerns raised by other participants. She stated that the
     issues with risk assessment reflect our society's scientific knowledge of the field. The science is sound
     within the framework in which it operates and it is the only way the Agency can set priorities among many
     sites. She recommended continuing pressure on advancing the scientific knowledge about risk
     assessment.           -
    
            She continued that the Superfund program is currently investigating ways to better involve
     communities in the risk assessment process, recognizing that communities can be experts on exposure
     routes. This also involves communicating more effectively with residents.
    
           Another priority for the Superfund Community Involvement program is building capacity in staff
    to be effective in working with communities.  A training was conducted last year in basic public
    participation skills, working on treating people with respect.
    
           In response to concerns about using healthy white males as the standard, she noted that one of the
    tasks of the newly created Office of Children's Health in EPA is to ensure that activities such as risk
    assessment takes children's health into account.
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          :"::	:"":	:J	:' '":":":':	'" '' ''a'=™^               ; ininiS^^               Iiiii'niililiii' ':,,'„	„,„	i	,	,,,	I6!ii»',i'"i	I,™	,,	m,	, *	,	n	I;	f	i	a	'	,	,»,	i,,	,,-	«,	1	i,,
                        gs	i	AH||",,,i	fire	iiilllilliliiillllli	SlilllS lrounds> l°cal ^eer were *°und to be contaminated with
                                 This raised concerns about potential human contamination.  An additional concern was the
                           '  	       •                            t-	;,	^	|;>>>||>	rii	^	 	,	t	,iiii;i	_,_	>iii!;iiii	,_,	i>> ii:::::	, ;iii>	>;>ii>iii>	_,	, ri	
                        cility using reverse fans to blow contaminated dust out of their buildings into the air.
    i':'|ij|iiiiii:i, i iliuiiiiii'i w^     i i ifi' i ;i::' iiiiilii:1::,, niTib                                                            	li1: i/niiitgllii!^^^^              	iiFi'i! 'Ji i, iiiiiiiilJitt ^                i, iii" jf, iv: „ ,v i,,, r,::;:*!	'„ i, 'limit ill jiniilipii',,
     i,:"1!,:,	i	':	;	;:|	\	,	;	L'f;	TJjP 	':	r	i	,. (V	|	•	;	'	;	\	^	j	'	'	'	^l^	;	;,;;;  ;; J	j	;	V	'	;,	 j'	^	;	^	^'_ _ •	j	;j| ^	  __ '	' _| 	_ ^ hj-Sija
        li-~:^^:'~'~, ''''|E:LE:::ri Mr. jpuckett noted that "cancer is rampant in th'e area^ l||ea^J3ej m"^ wjjn" regard to relocation,
        iii''hill	u iii'.'ii	ii',mi	'Mr ',, ''iiiliiiiPiiiiP.iiiiiv.p.Pji^ipiiiiii'iip'jiiiJiiiiifiiiipiiiiiiPiipi.'iiiiiiiiiiiiiiiiiiiiiipiiiiiiiiijijii I, 'iiiii|,||ii||||iii||i|i',,,iKiiPiiii,i,,»'niii»ii«»	iii'ippiiiiiiiii'^piipppiiPPiiiiiiiniiiiiiiiiipiiviiiiiiLiiPiiiiiii	r	'111111,1:1.11,: iiii,"i,'i',ii|:i,'i,i,,*	,,  , „,    , ,  , ,, ,,,, ,  , ,  ,  ,,„,, ,,  ,,	 M,   ,  ,,| ,,,„,,„  ,  , L „ , ,   , ;   „  „•
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                        .ve been in the fariiilies for five generations, and residents will not want to move because they are
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                        ggfjea^tg^the	lajid.^	The	residents	bejieye^that	mg plant should be relocated because they have been in the
                            pnger than the plant.   He'aKsb" ribted"fn"at the value of his property has dropped significantly.
                                       	Hipiiiipiiii ranl'HK wiLi'iii,, ,,,11111; j	"iii" i,	ii'ii'iiii:1,, „ iiiiiiiniiiirii	""H; "'iiiiFiiilii'in:	i|i,,;:i|iiiiiini;,,,i'ii,'|i|iii'iui|ii,|ii
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                      Rick Wadworth — Southern Appalachian Labor School-Favette County: The Fayette County community
                      Sai'ifeiignateS as a iSuperlund site due to an abandoned mining camp located near a creek. An electric
                      cg||!JJany"located in this area released oil containing PCBs from electric transformers onto the  ground.
          :ij^'.':;:::"  'Employees at the cpmgany and residents were being exposed to the sriiolce from burning this oil. The"
       ;il!iii:	p.**:?!!1.-11!!!	::!r 'creek bed, which had been dredged and used as  a berm, later proved" to be highly contaminated.  The
       I in	HlliniipppillipkLPPIin'lHIIIIP"!, ^EiiNiillii.''..''''!!!!^^           iiniiin!||pin!pnii!in'':!inn|p|igili|ll|^         	in	H	£?„	,	,	, ' „	K	n	,	,	S	rr»	,,«	,	 ,	„	
                      SSntamination had been spread throughout the whole community.
                    ,|, i I'llllllllllllil ill ' 'I i !|"!i iilill',,, JIJIH 'p. ,|	iliil II ,. 'lilBNIIIillllllillif., P	IliilPIIBllllll	I!	I i11":1"! ' iiilpP IIP.:. II •'' Pillllllli • li i i ,'i,1' II 'IlllllPIP, 11'' 'IPIPP '' Illll'1!1, ",.l",	;,! Plll|,"l'l||i|,L "P, Illll''.' ill!, il,	pli • i, I 'PlPilllll i1 'I IN IP'i, f,	I	IP'!' PUP, i'P JFIill,	I!'!"' li», l	jlllPiPIPiiltlii'B	IllHi.'Pilll'Pllli " iPlilPilPiiiPi L' HI I l|iPIIBII!IPPIPl!,,Pllllll!IPJ 1,1J i,,i lilimllP lill H • IIP l|,,illilli,i|i, 'PI PIPP ,|T!IP' PIP/I'I'I'IJI1 i'I!1' UP ,!''' ' Jl	illllPill:' 'PP» iI'lT,.,.:»',, P1'1,	,,,'' 'ilPU i1' 1	1'P'Pt 11
                  ;;::;:'5;~^:;;|;;™i3th^ S£&an*zali°n Concerned Citizens to Save Fayette County was formed with the intention of
                  ,;;;::; Jjav^gJthe residents be bought out and  given funding for replacement housing as" well  as follow-up health
                  !-'^!';""!|^                                                         Three health studies were conducted on about 43S
                  "''-I1'1'^i.dents^.wMeb.l8HnriJiyej.disease, kidney disease, a high concentration of leij^ernia  and other cancers,'
        !aLtiHi;r>i*"^.5irt5	defects,	and	ether health problems.   In Jpgg^ jgp^ conducted the first major clean-up by removing '
                      contaminated soil, which was dumped in a poor community in another county.  The actual facility  and a
                      pit were left untouched. EPA studies showed that the PCBs had also reached ground water and threatened
    fl	™	;	•'""*•"""	•	fftu'nicipal	dHnkiri^	waiter"supplies'.	In	1990	arid	I"993""s'maTfer'cTeifiMipi1''w"ere"" conducted"." EPA planned to
    ^fe^*-^;f ""-'iflstan^cap on the'site, but this has never been done. In  1997,' a  structure on  the site burned down, but
    .sfil,™^;!!!!	r", fiiSlMOLdealt	wj;th?as_§, haz;|rdoj|s;,,,,mateMals, .Bre^despite being a" heavily' PCB-laden structure. No residents
    |!=;'—• i:;;:i::|. ;j;^;i;,S£E& Sji§SH'4lis!f,SMSJO-iSpikiSfiS"^nUs"IsilSifif,fey 'acti'vists", citizen	action"regarcfing"'"the "site	
           '"-""	i"	'""'""""'""'"decreased.
    ,!j;t::L   p
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    -------
            He noted that the community was able to assess the effects from the beginning as to how many
     people were sick, what was happening at the facility, and the nature of the contamination.  The experts
     sent by EPA never understood these problems as fully as the residents. He emphasized that a major
     problem with risk assessment is who conducts the assessment. He suggested that, if communities were
     given information in language that is more easily understood, they could make a reasonable decision about
     acceptable or unacceptable risk. He added that some residents v/ould choose to stay because they are tied
     to the land or community, while others would decide to relocate.
    
            Ms. Workman noted that, at this emergency response site, three years passed before remediation
    .was started. She also expressed frustration with the frequently changing administration and organization,
     at EPA.  She also opposes the Agency's assumption that whatever staff decides is appropriate also is what
     the community wants.  In addition, a lack of trust of agencies and officials has grown stronger after
     incidents of misinformation and lack of help for the citizens.                              .
    
            Efforts at the site have been virtually stopped due to budget constraints and some residents  still
     live near the site, although most have died.
    
     Pat Nixon -- Canaugh County: Ms. Nixon explained that she stopped attending meetings for a Superfund
     site in the county because when she asked how clean the site would be made, EPA's answer was that clean
     was irrelevant.  She noted that if the Agency does not know what the effects of contamination are, it
     cannot determine how to relocate people.
    
            She also expressed concern about environmental racism issues in the area. For example, although
     75% of the communities near chemical plants are white, the African-American neighborhood  received
     most of the emissions because the plants in their neighborhood release much more into the community.
    
           She emphasized the need to include children and females in studies, because they have lower
     tolerances to certain chemicals.
    
    Larry Wilson — Yellow Creek. Kentucky: Mr. Wilson began with stories of the health problems of
    families in the area, including cancers that killed  many of the residents. The source of the contamination
    in the area is a leather tanning company that released chemicals Into the drinking water for decades.
    However, government agencies told residents that the area was one-half of one case below being
    statistically significant, so there was not a problem. He urged training  for communities and agencies,
    noting that agencies often say that they can solve the problems, but the community gets angry when they
    are not solved. Communities should be informed as to what agencies can and cannot do.  He recommends
    that local residents and local knowledge, rather than expert sociologists, be used to train agency staff about
    how to interact. The community knows what is happening in the area and what has changed.
    
           Distributing resources to the communities must also be made more effective.  Advisory panels  are
    not effective because an agency can choose to ignore advice. The people directly affected by the problem
    need real power in the decision making process.  The TAG grants are also ineffective because no
    independent research can be accomplished. The community should be able to select who does the testing
    so that the results can be trusted.
    
    Kenneth Bradshaw -Defense Depot. Memphis. TN: Mr. Bradshaw referred to the situation in Memphis,
    Tennessee as "genocide." He explained thai: Memphis is an area that received substantial population
                                                   91
    

    -------
                                                                                	I'l	!':	'IF',"?1''
                                        hllllilililtilillii'iK.'llililllli'lll'lllltllllillll'i'll!!1!!1,!
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                   :;:'^!!!^                                            	  '
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    ^"ii	"	;
     «1i	:	
         fnigration from the surrounding areas, which complicates heath assessments and other studies because
         ffiost people migrated from a rural area. The median per capita income of his community is $6,800.
                                                                        	-'"'''''•"""!	|	'''"if	in,!'1"""1!	
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                 The facility in the area is the Defense Depot, which handled chemical warfare supplies during
        World War II. Experiments with chemical weapons, spills, and burials of chemicals were conducted at the
        site,  From 1942-1995, the citizens had no information on the actiyities conducted or the materials handled
        |t the site. The land surrounding the facility is a watershed which distributes water to surrounding creeks.
       ,;';:,Aj,J	of,the	contamination, at,the,,,slte,epters,Afflcan-American	neighborhoods, including several schools
       '	close to the site. 	,'   ,     '    ,',            '  ',          ,  	,'„ „'   ]'"  "'  '     ','.''          .        '  .', "'
                                                                                  "'.",,'/.^H''.!..!"''."!/':'!!..!'.',.:..'^i'l'l.TJ'..'ji?, L"J	
                                                                                                                                4	-i	
                     ,	ijj.,1	I	JB	;„,!„»„]	•	•]	;	'	|	;	;	h	;	;llnl	I;	(	;	;,, ,|	;;	 ;M |	|Ll
                     •	-I	;	;	:	He clarified that the site \yas; listed on (he NPL before jhe gitjze, ng, tagw toxic substances .were ,   M  ,.
                 m..,,...,.   je added that the Defense Department is putting over $100 million dollars to cleanup the site for
                                ]use,...but has not provided any funds to help improve the health of the residents.  .
                                 ' »''!!«.ii   '"!' «  '   •   •   ' •   : ' '  ,  > ' I  -    ,, "I,      ..   ,'..,•,  . 	r ,  ,, , , r  , ,„,  ,,,,,..„,,  , , , i    ,n- ,, ,     , ,
                                                                                           -
                                                                                                                                	I	i,!;:	
                                                                                                       lllllll'l'li'illlpiil1.", j	'ij'liiii UlSil: I :„''; ,i ,111! 811,'l'liKll!"'' I! LIU': ;in|. I'li'l'L lil/MJi :i'|||| ,1 iliil I'LI'iil III1" illlllllilt'lllli IITigPlillllgiP!:',! .illilllilllllllll'"!'"'!1i'Bi,:,, :;pplli;
                                                                                                       Ppl, I'lfIlilllllll I'l'P'JIhJ.'iliiilllll.'ili'llplil ! '!'¥	ll'i'lllllllllU'lilllllllllllJili,1!,:'' nll'll 11 |i, ,11'! ilililNllr' il'iiil'Inl.lJilil' i|liiiiFl'|i'llll|' ipillllllillillll I ill|i|l|l|llllllll|ll||ir I'll'l	i Hill
                	" Conine Whitehead:  Ms. Whitehead noted that, in the Calvert County case, the plant officials knew of the
                                                                before residents knew that the drinking water was contaminated
                '£•££	M||}	gdioacjive	materials.^	Jiesjdejnts	were	being contaminated with several hundred pounds of material
                ^^,.uj--*.j._._y^  Radioactive materials have also been transported to the Calvert City incinerator for disposal.
                	I	lyjjjjil	ijjjj	I	 	'	„.,,„,	in	I,.	||||	*	H.1	!lpillll|	|	||	1,, ,„	I	,	HI	Ijillu	'	L^	||	I	I	|,n|	I;	^	
    '!! i:l4l' I'll :l illljlilli ^
                 She provided further information on the Paduka, KY site.  A major concern is the contamination
                                ;in and
                                                                                                                                     	      I
                                          1 did not know they were dealing with pjutonium.
                                          	12;'ii[;i2niri,iiiii i.z
                'i'i''i;-;Mi;i^wiS'She also noted that environmental justice fundamentally means human rights.
                                                                                                                     I"	I	
                    Patsv Thweatt — Calvert City. In 1937, the Kentucky dam was built in the area by the TVA to prevent
                    fjooding.  Low electricity rates drew many business to the area. The most obvious impact of these
                                                                                                                          strong
    , ijllllllilliilllilllLlplirillllii'i'il.ilulll'iliii'ilill
        Odors.  Windgws on houses had to be cleane.d with razor blades, to scrape the film off. Health effects such
     	95	caTipel^ birth, defects, and, miscarriages became prevalent among residents.
    
                 She l^rsej|has_cancer. Like rnany residents, she has problems with insurance and paying for
    ™"i]5i?dication ar^p" hospitalization. She has kept track of all the names of about 475 people in her county who
    '";:i^ have develorje3_cancer.	She^ aske^EPA_ to^help these people and the community.
                         ii^Hipplllllllllililllljl J1: L iliiililiPiiPI'ilili: 'll'i' iln	'IlilllPliiiiiiJI ,i" illlliln In < lli'iill'lliilllH' "'ii|i|J!!	I'j!'!'1 Jll>. 11, 'iHnil! lilH III1' illri r'l	Bull1 'r'llHH/i'iilll' M\k I! II,!,!' Ii'i > ,11 «!:[„!," LllrPiHiiihiilPHillli1 -1,11, 'I	IPiPPililP'JIPIliJIiilliPPlinigiPPIPil i'HPPIIIIPIPJIPiii:, id!'1! lll!lllill|i|llillilllllllllllilllllll'iiiii
                  , i h lioiiBilliniP" »Ptt, '! 'SI ! '!'!;» I!!l   i     i              ,        i           ,         ,   i                             1       ,  ,
                    Terri Swearengen - Waste Treatment Incinerator:   Ms. Swearengen commented that the previous
                                                                                                     '
                                                                                                                                    .Jill	(I	Kill I
                                                                                                                                     	I	!"'"	!
                                                                                                                                     iiJIIilliiHi'l/ii ,'ili
                               arg tHe reality of what is happening in the communities, not what the risk assessments show.
                      ieadded .thatbecause some businesses are giving money to towns and even doctors, all the cancer
                      llllll11 IVIiPliipl'IJIIIIIIIIllilllIillllllllliBII1:,:, liiHIIIIIlllllllllllllllllllllllllllll1 Jlllllllllllllllllllllll III: 'IliHIIIHlllllllinillllllHIHIII! Jl'lilhllllllinilllillllllli'''!^':'''!!!!!'!!^!!!!!!!''!!!!'1'!!!!!'!!!'!!!!!'!!!!!!!!!'" .it'll ""III llllWf I'lPIHHHIil'Himmii S»	•	K	r«,	«	„	,	7	,	
                             	~	'	^	_	_	information is.not available.	This...contributes ..to.
                  ,.(,,;	I|I|PI!ISS|	fmi	oaf government agencies.	She_added_that gathering clinical evidence is extremely important.
    
                                , 2wg|repgen also suggested the funds should be given directly to the communities, because
                                ..|ggw:	the,	mfls|	appropriate way of using it.
                  I'visjiiiiiK                    	kn^^^^  	KIM  	iii;t!.i	;	I'liiyiiiivn	nx  	kiiitiiiiiu^^^^^^^^^   	I;HI:H^^^^^^^^^^^                               	UI;IM
                  i ff ,i' ,'• piiiiiniK' mil1' •' ii'"!!*!''''!!!!!^!!!*!!!' ,iiiliniiiiiii:|iinr,'. '-'i-i iiiii;i r i n
                            She t%n discussed a hazardous waste incineratpr in Qne commupity. it Was placed in the
                 ^j;«j»...«£j|^ |i-r pQJ^caj reasons? m me middie of an impoverished minority community.  She commented
                                	"SS"""' '"TIjj!1!1 .
                                                                    llJiil' n'il»u 'i Ii 1 ........ 1'1'! r, ii 11'1!,,,!"1!!,!1" , "I III .1,
                                                                          92
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     that siting policy,-- having a buffer system between facilities arid people — is extremely important because
     this is the cause of the problems. This incinerator is located right next to an elementary school.
    
     Margaret Williams — Escambia Wood Treatment Site:  Ms. Williams began with a background on the
     Escambia site and the community.  She noted that when the area around the site was first developed, it
     was one of the few places where people of color could purchase lots.  The residents initially did not
     associate their health problems with the plant. In 1991, EPA conducted an emergency cleanup due to
     ground-water contamination. The soil removal that was done caused contaminants to migrate and
     residents began experiencing respiratory and skin problems.  EPA did not stop digging, despite residents
     protests.
    
            The citizens then organized and contacted various government officials for help.  However, the
     Regional EPA office denied that a problem existed. Ms. Williams then met with the EPA Assistant
     Administrator, who sent the Superfund ombudsman to the site. The ombudsman did find some problems
     with the Region's activities. She recommended that personnel must be familiar with how the
     contamination if going to affect the people so they can be protected.
    
            The citizens next asked ATSDR to come to the community. After an initial assessment, they
     offered ,to send a person to teach the residents about living next to a Superfund site.  This actually caused
     more concern among residents because they were being told to live  with the contamination rather than
     getting help for their health problems.   Local doctors were also trained on how to deal with occupational
     illnesses.  ATSDR then offered to do a health study, but would not provide a protocol for the study at
     first. When it was received, the residents sent copies of the protocol to various experts for comments.
     The experts responded that the protocol would not work because it was designed to be  inconclusive.
     ATSDR eventually came up with a health assessment that concluded that because sufficient data were not
     available, the contaminant did not pose a threat.  The assessment recommended fencing and signs around
     the site.
    
            The citizens then requested off-site testing to determine whether the contamination had migrated,
     but were told that they would have to pay for the testing themselves. The testing was much too expensive
     for the residents to afford.  Finally, some additional sampling was conducted.  The citizens requested that
     the sampling and data collection be supervised by their technical advisor because they did not trust the
     Region to conduct the tests and analyses.  'The testing results confirmed that contaminants did exist  off
     sites at levels which exceed EPA's safe level.  In 1995, EPA then considered the alternatives for response,
     of which permanent relocation was  the cheapest alternative.   At this time, Ms. Williams was told that the
     three criteria for permanent relocation were health threat, cost-effectiveness, and public welfare, and that
     meeting one of these criteria would allow consideration of relocation.  The residents knew that the first
     two criteria were met, but the welfare criteria was unclear and therefore, they believed permanent
     relocation was warranted. In April  1996, the-residents were told that the Agency would agree to relocate
     sixty-six of the homes.  However, the residents expressed the desire to stay together and all be moved and
     refused this offer. In August, the Agency added thirty-five homes, and in October, the  Agency committed
     to relocate all 358 families.  Through her experience, she has learned that relocation is not an easy process.
    
           EPA has contracted with the Army Corps of Engineers to conduct the relocation.  Currently
    eighteen homes have been approved and nine of these families have received offer letters. She hopes that
    everyone can be moved in a satisfactory manner without hardship.   She noted that several organizations
    have been working with the residents, including the Civil Rights Organizing Committee and other civil
                                                   93
    

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    !	I
    Will	
    rights organizations. The community has received some help through sharing their concerns with people
    in the decision-making process.
    
            She continued that stricter standards are needed to prevent polluters from contaminating resources
    People lose concern for their property when it is destroyed by pollution and is not worth investing in or
    they cannot get assistance for investing in it.  It is a criminal act to destroy property and expose people to
    poisons. Behavior problems in children are another major concern, especially with the fact that many
    schools are placed on or near sites.  She encouraged an overall humanistic, rather than a scientific
    approach to regulating pollution.
     r          |i     i              ii
              s. Whitehead asked whether Ms. Williams's organization has asked EPA to withdraw the right
    of the state to manage clean air, clean water, and hazardous waste laws. Ms. Williams responded that the
    group has signed on with another organization that is pursuing this issue.  She also clarified that the site is
    now abandoned and the company has declared bankruptcy.
                     I
    Large Group Discussion
                ii  .  'i         .         .             •   .  .    i
            Ms. Skelton Roberts opened the group discussion by reviewing the recommendations that have
    been expressed during the meeting to this point:
                n     i1
                     i1
    •   ,    EPA should conduct training for the community and their staff;
    •       The b,urden of proof needs to be shifted from the residents to industry;
    •"       Community should select the testers;
    •       tytore protection is needed for rural communities; and
    •       Cancer rates need to be considered in the decision to relocate.
                         She tfyen asked participants to offer specific suggestions on how EPA would go about making a
                  decision om whether to relocate.  One participant suggested that clinical evidence of illness and presence of
                  tpxic chemicals together should be a reason for taking action. The trigger for relocation should be a vote
                  by the affected community after they have been presented with the information ~ the community should
                  decide on the appropriate remedy.  The people, when educated about the risks, should be able to make
                  tljieir own determination. Ms. Frey asked what the Agency can do when the community is not in
                  agreement about the appropriate remedy and whether the community should be; split up.   One participant
                  responded that in cases where some residents are moved and some remain, an important issue arises for
                  access of outside people and services to the remaining community.
                                  i               •                '
                          	 i,1    i                   i
                         Another problem is that for the residents that remain, the property values are sharply decreased
                  and residents gradually leave. The lives of the remaining residents may become even worse because the
                  community gradually dissolves.
                                                          ,      .       i           \                     '
                                                                                i   "
                         Dr. Smoger elaborated on some of the problems experienced by both residents who relocated and
                  those that stayed behind. These include drawn-out process, uncertainty, and antagonism among residents
                  due to property values. He suggested bringing appraisers from outside the community so  that they are
                  perceived as a more objective assessment. Counseling is also needed with regards to dislocating
                  communities — the biggest struggle in relocation is the distance from the community and loss of support
                  mechanisms of the community.  The stigma of living near contamination, especially for children, also
                  pauses difficulty in adjusting to a new location.
                                                                94
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            Ms. Tucker added that financial counseling should also be offered to residents. In addition, she
     suggested that an EPA employee should live in the area to facilitate quicker responses.
    
            Mr. Wadworth commented that education for residents, including information about what
     relocation is like, is extremely important. In rural areas, it is often possible to relocate an entire
     community. He believed that compensation should be based on the value of replacement housing.  For
     renters, he suggested offering housing vouchers or subsidies for locations in the new community or an
     existing community -- enable them financially to  rent. Ms. Seppi commented that in her experience giving
     assistance to renters, many have actually used the funds for a down payment on a house in a step towards.
     ownership.
                                                                      •* '                            '
    
            Ms. Wells briefly explained the existing Federal law and regulations covering relocation,
     including the Uniform Relocation Act and accompanying regulations issued by the Department of
     Transportation, set forth fair guidelines for relocation assistance. For example, the regulations specify that
     the presence of contamination will not be factored into property value assessments.  Ms. Seppi added  that
     a relocation assistance payment is also provided to residents, which in part compensates for the fact that
     they lived in an economically disadvantaged area, if that is the case.
    
            Ms. Williams rioted that risk assessments should not be based solely on cancers, but on auto-
     immune diseases, birth defects, and multi-generational diseases.  A second issue deals with land use in
     cases where the community has no power or input in zoning decisions after a site is cleaned up, but the
     surrounding community is still affected. Ms. Frey clarified that non-cancer risks are considered in the risk
     assessment.
    
            One participant commented that the only  way to relocate residents is to relocate the entire
     community. If some residents remain, the risks are increased to them and to the other members of the
     community  by using schools, health services, and other community resources. Irrespective of residents'
     desires, the entire community should be moved to avoid continuing economic and political problems  The
     residents should be advised that this is in their best interest.
    
            Ms. Thweatt commented that, in many affected communities, most families have a least one
     member who is employed at the facility. These residents value the economic value of facilities and their
     personal benefits from employment and, therefore, have a different perspective on the contamination.
    
            Another participant noted that for some severe sites, no alternative may exist except to relocate the
     entire community, making it mandatory, if necessary. It is necessary to distinguish decisions involving
     contamination from an active facility from those involving contamination from ground water or other
     sources that will continue after a plant shuts  down.  In the first type of situation, a choice must be made
     between moving the plant or the community, while in the second case, the choice is temporary or
     permanent relocation to end the exposure to  contamination.
    
            Mr. Bradshaw noted that if relocation is not an option, other services such as a health clinic and
     economic benefits should be implemented.  Medical staff should be available who specialize in
     chemically and radioactively induced diseases.
    
            Another participant suggested that if relocation is not chosen, a "good neighbor agreement"
    should be developed by the community with the company to ensure local control over issues on which the
    community needs to provide input.
    
                                                   95
    

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            Mr. Branson commented that an understanding of local policies in rural areas is needed. He
     suggested direct citizen access to the Superfund program without going through the state, as well as an
     ombudsman process by which people can identify and gain direct access to decision makers.
    
            Mr. Branson commented that the EPA system is not working in the eyes of the citizens, as
     evidenced in the wide mistrust of EPA in affected communities and the view that the Agency is part of the
     problem.  He expressed the feelings of powerlessness in Appalachia. Faith needs to be restored in the
     system in order to get communities involved.
    
            Ms. Tucker commented that lack of wealth and lack of unity are major obstacles for recognition in
     the Appalachian region. She recommended technical assistance for communities with sites that are not on
     the NPL.  She also commented that a major disconnect between EPA Regional offices and EPA
     Headquarters exists.  She believes that the regional offices are under much pressure from conservative
     states. Another participant added that the Appalachian states are in different EPA Regions, although the
     geographic area is similar culturally and in environmental situations.  Ms. Wells agreed that this is part of
     the problem.
    
            In addition, Mr. Branson recommended that EPA pursue criminal prosecution for polluters.  The
     lack of prosecution is another reason citizens do not believe in the system.
    
            Ms. Skelton- Roberts reviewed key recommendations from the discussion:
    
     •       Provide assistance for Appalachian communities to receive NPL recognition;
     •       Conduct community training for EPA staff;
     •       Conduct training for communities on available assistance;
     •       Shift burden of proof from residents to the responsible party;
     •       Involve community in selecting who does the testing;
     •       Protect rural and small communities;
     •       Consider cancer morbidity or incident rate in statistical data;
     •       Establish health clinics in communities and provide ongoing health monitoring and assistance;
     •       Increase criminal prosecution of polluters;
     •       Find a mechanism for allowing direct access to EPA headquarters when the state or regional office
            is not effectively addressing a community's concerns;
     •       If citizens are relocated, costs should cover the replacement value of housing (including interest
            rate differences);
     •       Provide stress and financial counseling to residents being relocated;
     •      Relocate whole communities, or inform remaining residents as to potential risks and problems;
     •       Have an EPA staff member move into the affected community;
    •      Factor common-sense into evaluations in addition to scientific data;
           Increase the scope of the TAG grants (more funding, greater access, more information on potential
           uses);                                                         •
    •    .  Begin Community involvement in decision-making up-front;
    •      Implement early detection  programs to discover hazards early;
    •      Conduct ongoing medical monitoring;
    •      Incorporate a human rights approach;
    •      Allocate funds to  non-NPL sites for initial involvement and information for communities; and
    •      Consolidate Appalachian area into one EPA region.
                                                   97'
    

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                -i-	»»" I^ext Steps
                                   lyls.  W^lls commented that she is most trpubled when people believe that things cannot change.
            !!!;™. f;:!';0[hj,ngs d° cna,n§e when Pe°ple continue to talk and to work. She noted that efforts need to continue to
                   '               the EPA culture to more 'highly value the expertise of the communities.'
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                    i::;!:::;:;:!:;i;;::;I:! For next steps,  the Agency is planning to prepare a draft policy in the near future.  A gathering of
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                                   lyls. Tucker thanked the headquarters staff who are working on this issue, but stressed that more
                             irjjs, |tillngeded.  She suggested a conference call  be held for communities in Region 4.  She also
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                                                    L  In addition, she recommended that Region 5 communities request an enforcement
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                              ri^Ms.	iuhas	closed	the	meeting by thanking the participants for their attendance and for snaring
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          Superfund Relocation Discussion with Native Peoples and Tribal Representatives
                                          October 21-22,1997
                                           Seattle, Washington  -.         	
     Introduction and Welcomes
    
            Terry Williams opened the meeting with a prayer and welcomed participants. Chris Fields,
     Section Chief of Region 10's Superfund Removal program, also welcomed participants and stated that he
     looked forward to a relocation policy that takes into account the perspectives of all stakeholders.
    
            Barbara Yuhas of the International City/County Management Association (ICMA) announced that
     ICMA is working with the Environemental Protection Agency's ( EPA's) Office of Emergency and
     Remedial Response (OERR) Community Involvement and Outreach Center in coordinating a series of
     discussions with a broad range of stakeholder groups  (industry, state and local officials, public health
     organizations, environmental groups, tribal representatives, and environmental justice organizations) on
     the issue of Superfund relocations.  ICMA is a professional and educational association of appointed chief
     administrators and assistant administrators serving cities, counties, regional councils, and other forms of
     local government.
    
            Suzanne Wells, Director of the Community Involvement and Outreach Center for Superfund,
     thanked the individuals who participated on the planning committee for this meeting. She also commented
     that the briefing on tribal issues that was held in August was very informative and served to provide a
     foundation for more effective dialogue at this forum.  She then outlined the history of the Superfund
     Relocation issue.  In 1995, a subcommittee of the National Environmental Justice Advisory Committee
     (NEJAC) requested that EPA look into developing a national policy for relocating residents affected by
     Superfund sites. Elliott Laws, then Assistant Administrator for OSWER, followed up by issuing a
     memorandum in May of 1995 announcing the Agency's intention to develop such a policy. A Relocation
     Roundtable was held in. May 1996 to provide an opportunity for citizen and community input regarding
     relocation issues and concerns.  The current series of forums on relocation provides additional
     opportunities for stakeholders to offer information and raise issues for consideration in EPA's development
     of the relocation policy and corresponding guidance.
    
           The participants then introduced themselves and stated their expectations for the meeting. These
     expectations included providing positive input, listening,  learning, offering different perspectives, and
     understanding the impact of contamination on spirituality and a general way of life.
    
     Overview of Pre-meeting Briefing on Tribal Issues
    
           Robert Holden and Gilbert Sanchez presented the highlights of the briefing on tribal issues that
     was held in Washington, D.C. in August, 1997. Mr. Holden reported that several tribal representatives
     spoke to a group of EPA. and other government employees at the briefing.  He stated that the participants
    discussed the relationship of cultures with intense and heartfelt dialogue. One important topic covered was
     the relationship  of the Federal government to the tribes and the traditional tribal governments. Through
    treaties with the U.S. government, many tribes were forced to leave their homelands and sacred sites for
    reservations. Many of the agreements contained in such treaties were never met by the U.S., which is still
    a great concern to native peoples. Today, some tribes  operate through dual governments of both traditional
    and non-traditional systems, leading to troubles over who is representing whom and what they represent.
    
                                                   99                         "     .
    

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                                          Roberts learned that there is a difference between what l:he word "relocation"
                         fies to EPA and to tribal groups. Mr. Williams agreed that the term is "loaded" for native peoples.
                  ij;i£|feiillill|j| |Q point to how many sites are on reservations. He argued that the United States government
                  :.;s,lia,|	allowed	ihisjo^happen.  Mr. King explained that "natural resources" affect Native Americans lives in a
                  f;^S^ren£ way than non-Native Americans. He explained that natural resources are "what we are and what
                    Sve do."  Mr;. Ha|rjson described     pollution affecting Alaska's people and environment. George
                             3n	explained thai: Alaska is affected by various toxics including PCBs.  He indicated that the
                           State^ government often ignores environmenta protection legislation when natural resource
                              ''"    ''"
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                                           spoke about the Navajo's experience with Superfund relocation. He indicated that
                    Ihe process of getting sites listed on the NPL is very difficult and time-consuming.  Therefore, the Navajo
                    people are using tfieir own money to clean up the United Nuclear site. The funds are inadequate, however,
                   ;-t8[cle«!in up trie isolated mine sight which impacts the soil, air, and water in the surrounding region.  Mr.
                    genally exglained "that the United Nuclear Corporation Site, located on private land's, has tribal lands ori its
                    perirneter. AinojKef site with tribal land is located about a half mile from united Nuclear, but is not on the
                    NJPL list.  Mr Serially has recently learned that the United Nuclear Corporation is filing for bankruptcy!  In
                    ^ddition, he indicated frustration that the Navajo people live in this contaminated area, but the decision-
                      akers do not   	        	" '         '     '•'•'"	
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     He explained that EPA and tribes have different priorities when dealing with potential hazardous waste
     sites. He also mentioned his concern about jurisdiction, especially in "checkerboard areas." He indicated
     that Indian tribes have been an afterthought when finally approached for input.
    
            Mr. Edwardson stated that the meeting participants were "color-coding" the issues.  He indicated
     that the focus should be on a common goal. Teresa Juarez explained that EPA's guidelines for Superfund
     need to be revisited because they do not talce into consideration all the factors and issues like "rural" versus
     "urban."  She stated that it is important to remember that the Agency is dealing with people whose
     substance and life come from the land. Don Williams explained that there are certain restrictions within
     Superfund of what can and cannot be done (i.e., the corporation must be approached first):
    
            Ms. Wells explained that Mr. Garcia and Felicia Wright are looking at the Hazard Ranking System
     (HRS) to see if it can be made more tribe-friendly. Felicia described EPA's larger effort to look at
     expanding tribal and state roles when it cornes to the HRS. Specifically, the mathematical model is used to
     determine the relative ranking of contaminated sites for listing on the National Priorities List based on
     standard exposure assumptions. The HRS may have a natural bias against sites on tribal land because it
     does not consider the unique characteristics of tribal culture that affect tribal exposure to contaminant or
     tribal, priorities. In addition, sites on tribal lands are competing for listing with the worst types of industrial
     sites nationally. Ms. Wright stressed the need to consider more subjective factors  (i.e, spiritual, cultural)
     when generating HRS scoring factors.  She indicated that there are more meetings with tribal
     representatives planned to examine and make recommendations for the HRS scoring process, and that EPA
     management is supportive of this issue.
    
            Mr.  Sanchez indicated that the negative impacts of pollution  and contamination do not just affect
    one region or one group of people; they impact everyone. This message was a common theme of the day
    as meeting participants stressed that "what impacts me will impact you eventually." Ms.  Wells agreed
    with Mr. Sanchez, but maintained that practical solutions must be developed.
                                                  101
    

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     ;^'l~^~^She4e^glained^that the  schedule for the development: of this policy includes distributing summaries
     .•i«iN..Q^aii.Qtfflen fsnrj[ns_|o.participants, completing a draft policy, and then bringing a group of stakeholder
        regresentati^eg	to|either for review and comment on| thedraft.^ '     ^	    '  '	'
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                Mr. Marrisbn commented that information on contaminated sites has been difficult to obtain in
    "!»!	If	llllllllljll	,	RWIi	'!	I	lilllllllllllllll	'	Illllilli	'>	Ill	1	Ill	ll>	'Hill!	,1	Ill::	'	'>	Ill	Ill	41	Ill	Ill	I	-	1 in	Ill	1I1UIIM	Ill	I	   '	Illlllllll	Ill	Illilll	!lli!!l(M^^^^	Ill	I	I	Ill	I	lllillllillll	v!<:	IIIIIIIIIIIIM	Hi	Ill	11!
    	,. Alaslgjue	|g	the	negation	ofjriajvy of these sites | with the Defense Department (DoD).   Several other
    :i;:~,,;:lpSs!	m,Sm6er§	CQQCurreS	apl	§trpsed,tiie,Timportance of interaction among trib'es in the creation  of this
        policy and a tribal policy currently being developed by DoD.   Ms. Wright responded that a bibliography
                    licatiqn^^on Mining Waste Management in Indian Country is available through the RCRA
                                                                                                                                 :»	,	I!
    ''ill	;	'	r*	;|ii!i	'":;	"'"SHd can be"reached'at (703) 305-3194.
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        ii	i	i	i	ii	Iii	MI»: " Agenda an5' Ground Rules - Mary Skelton' Roberts^ Pro|ram 'for Commiiinity 'Problem Solving"  ' i  ^"""'"
                                   ;elton Roberts, the discussion facilitator, reviewed the agenda and ground rules for
                """"discussion.
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     Case Study Presentations
    
            Impacts of Superfund Sites on the Navajo Nation - Levon Benallv
    
        See attached presentation.
    
     Questions and Comments to Mr. Benallv:
    
     • -  Mr. Benally clarified that the land exchange between the Navajo Nation and the responsible parties
        served to release the Navajos from liability for the contaminated land.
     •   Ms. Singer asked for further information on the "home site release form." Mr. Benally responded that
        the tribe has issued home sites to its members for 99 years. However, once the contamination was
        identified, sites were not longer issued in these areas.
        Mr. Garcia inquired about the financial roles of the two EPA Regions involved (Regions 9 and 6).
        Mr. Benally responded that an agreement was reached with EPA for the tribe to deal with one lead
        region, Region 9, to simplify administrative matters. Region 6 does provide funds for the Nation to
        participate in site clean-up in Region 6.
     •   Mr. King asked  what impact the condemnation and relocation had on the families.  Mr. Benally
        responded that it is essential for the Navajo people to remain with  the four mountains on the Navajo
        land; therefore new homes for the affected residents had to be within this boundary.
     •   Mr. Edwardson asked whether the federal government returns the  land of the contaminated site to the
        tribe.  Mr. Benally responded that once the site is cleaned up, the tribe does receive the land in some
        cases.
     •   Ms. Bulka inquired as to differences in the situations of Anglo and Navajo families in  the area. Mr
        Benally answered that the Anglo family was stabilized and added that there were differences among
        the Navajo families, depending on the chapter (districts or discrete areas consisting of tribal members)
        in  which they lived.
     •   Mr. Harrison commented that Native peoples see relocation as "disappearing." It is necessary for these
        people to stay within  the boundaries of the four mountains in order to protect their country.
     •   Ms. Wells asked  how the Navajo Superfund office and EPA have worked together in making
        decisions.  Mr. Benally responded that the office has begun to play a greater role in working with
        Region 6 and reviews any documents related to Navajo land.
     •   Mr. Garcia requested clarification on whether tribes are liable under CERCLA.  Ms. Kraus answered
        that it is her understanding that tribes are not considered persons under the law and are therefore not
        liable as an  owner/operator,  but she will investigate the issue further. Mr. Benally added that 60% of
        the mines in the Navajo Nation are operated by Navajo miners.
    
        Johanna Matanich - Navaio  Nation Relocation
    
            Johanna Matanich of DNA Legal services discussed the situation of the six relocated families
    represented by her  organization. These families lived near the Prewitt  refinery site on the Navajo
    Reservation and were subjected to soil and air contamination from lead, benzene, and hydrocarbons.  The
    effects were enhanced through consumption of livestock raised in the area. However, no health effects
    have been directly linked  to the contamination at the site.
    
            Mr. Sanchez  asked whether ongoing health studies were included in the relocation negotiations, as
    some effects do not appear for many years.  Ms. Matanich clarified that blood testing was done as a part of
    the initial risk assessment, which found that no significant risk existed. EPA conducted this assessment as
                                                   103
    

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                    pa:rt of an agreement to receive funds from the responsible party.  Mr. Benally added that the reason for
                    pie families' |elpgation was partly for health considerations, but primarily because of the land-exchange
                    Agreement between the company and the Navajo Nation.
                                                                                                                               -
                            Mr. JBenaJly also noted that one Anglo family still lives near the site.  The responsible party
                    installed a wa|er treatment system ini this family's house, and they did not want to move! However, the
                    Navajo families were not comfortable with these water treatment systems and wished to be relocated.
                    According to Ms! Matanich, the older family members had originally move to the site to work at the
                    frewitt refinery; tKerefore", they fell less of a unique connection to this land and were glad to have the
                    Opportunity to move back to the area where their family  had traditionally lived.  Ms. Juarez asked how the
                    *s"™-"- "*-:'-s-—-:t--i were bom on the site felt about the land. Ms. Matanich responded that she did not
           ..... S
                .^uEkz^.Ms. ||atanjcji,,then reviewed the time-line of the, relocation,,'  in'l^'90, a land exchange agreement '
                                ..... responsible parties "and the Navajo nation was established and the residents were informed
                               .....    .....        ...........     ''        .....          — -'"^"I ..... of the ..... relocation ....... was approved by the
                                         2r ..... In ...... 199and ..... l9§7eJSmj}Ksv^eK ..... relpcatedlo ...... double-"wlde ..... mobile ...... homes' "20~ ........... i
                                                                  c"oinmente3 ..... Sat ..... fEe ...... runSing offered by She responsible
                        fe!s' ..... was ..... rtSt ...... adequate 'to ..... cover the" costs Of relocation^ ..... p^jgcuf^iy ..... nTrural areas where many public
                                                         'sI ........ "'She ..... alsemp'HasIzed ...... that ...... stt'ienencieH ...... By'Efie'resiHente
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                        	me exisljng stress of exposure to contamination.
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                 She offered several suggestions for improving the relocation process, including:  1) relocate
     '','"'": r^^Ji^fi^S^li?.?!^^ ^,1	i!™P!§ ^l^lii^.0"'Seadlm' es	for	re'lopaHpn'acti1 viHes;	and" 3'5	3e velop	
     	i! "eofripreliensive1 plans for using funds. "Mr. Sanchez ^ded th'at relocation plans must cO"nsjge"r the costs of
        building infrastructure in rural areas with minimal existing public services. She concluded by noting that
     	|he| relocated families ,are now settling into their new homes, however problems still exist with the
     ;	 ^ii.ij.lS.m'alnjng residents feeling left" out" and people' "harboring resentment "towards the relocated residents' in '
        their new communities.
    
                                                       - - . • ,u-: - - ,„;•: j-j ~;,;7;;;;,|-; •• v:1;,;;;1:;:;;11;;;;,1;;;,;;-;;?;: :;—• "iiiit!) :;Sf^
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                                                                       ^ nQjg^gyj.g-j^-jjj the necessary participants are
                    Invplved in discussions dealing with environmental problems arid that there is never enough money to fund
                    travel for these individuals.  Mr. Harrison added that EPA has not provided all the information and
                    dpcunients regarding relocation to tribal and native people. In response, Rick Urbom explained that the
                      ijor law for relocation is the iJniform Relocation Assistance and Real Property Acquisition Act (UR"5).
                                                                                                                    i. Ill)	 -	Illllll I
                .::::; ::pe'state^naphep^came	into	law in	1971',zuiH'wa's"	^g^ggj-jpgj^                         ^  ^  ^ 	^
                    T[i[ansportatioh is the lead agency for implementing the provisions of the ORA.  In addition, each state has
               :;?;:!! :||s,3wn"f3^                                      brflie URA!	thousand's	of permanenf relocation's" have	
               t;^fli»S!L.S,!j,^^,w!,!J<)(y. completed, providing a 'good D"as'is of experience for relocation decisions.
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     iiS"
                            In response to requests from participants, EPA staff provided more detailed discussion on
                ";;;"*^^^.^c^l^^gtaijc^'grants available'to communities. Ms. Wells distributed a pamphlet, "Superfund
                                                                                    ' i!| '' ' '   ' 1''°' '   '
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    -------
     Today," which includes information about: technical assistance grants.  She indicated that EPA staff
     believe that it is important to provide money for technical assistance to communities near NPL sites.  Every
     regional office has a technical assistance grant coordinator.  The grants, usually fifty-thousand dollars per
     site over the life of the project, should fund the hiring of an independent expert who provides technical
     advice to the community. Two-hundred grants have been awarded in the history of Superfund, with ten of
     those being for more than fifty-thousand dollars at large, complex sites. She indicated that Haskell
     University has recently been awarded seventy-five thousand dollars to be part of the Hazardous Substance
     Research Consortium, a* network of universities worldwide.
    
            The meeting participants discussed the issue of "incorporated." Some participants, including Mr.
     Harrison and Estelle Bulka of EPA, indicated that they disapproved of the requirement of incorporation to
     be considered for the technical assistance grant. Ms. Wells explained that the requirement exists to
     facilitate the grant distribution process. She explained that EPA uses the following criteria when awarding
     grants: 1) history of commitment and work in the community; 2) commitment to informing the public; and
     3) infrastructure in place to help manage the grant. A second type of grant, Technical Outreach Support
     Centers (TOSCs) offer training or the review of technical documents for sites not listed on the NPL or sites
     on the NPL that will not be grant applicants. Further, Ms. Wells pointed  out that grant applications are
     reviewed at the regional level; they do not receive congressional review, .a concern of some meeting
     participants.
    
     Video, Superfund Relocation Roundtable, Pensacola, Florida
    
            The meeting participants watched a video of portions of the May 1996 Superfund Relocation
     Roundtable in Pensacola, Florida. Concerned citizens and environmental organization and community
     group members provided input on their relocation experiences.  Most commenters requested greater EPA
     support and involvement for relocation. Ms. Skelton Roberts requested input about the video,from the
     meeting participants. She asked the group to think about the following questions regarding relocation:
    
     •   How would the criteria for relocation be different?
     •   How would EPA handle clean-up on tribal lands?
     •   What cultural considerations would be important for EPA to recognize?
    
            After viewing the video clips, Ms. Skelton Roberts asked participants to discuss the similarities
     and differences between the views of the residents in the video (from a primarily minority area in
     Pensacola, Florida) and those of tribal and native peoples. Participants  noted a number of unique points
     from tribes' perspectives, including:
    
     •   In Alaska, people derive  sustenance and economic benefit from the land on which they live;
     •" For tribes, relocation is often not an option;
     •   A difference exists between deeded property and trust property;
     •   Some tribal people many not want to be relocated; therefore a relocation policy must be flexible and
        site-specific;  '                                                           •
    •   The tribe should make the decision whether it wants to be relocated;
    •   Special conditions in Alaska, such as deep permafrost, allow for different approaches to removing
        contamination without having to permanently relocate residents; and
    •   Ground-water contamination is one circumstance with an increased likelihood of the tribal members
       wanting to relocate, if their artifacts are also moved.
                                                  105
    

    -------
                                              i'iiiiii»iiTiilj|ii „! i,!1 'Hil nrll "II Hi 'liililiJi 11%!' illllli	lillllililiPjjIllllilli'iilillll i
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                        The participants then discussed ways in which EPA can work with tribes.  Mr. Sanchez suggested
                 that "when	the	^gg^cy	IHentiffei	an	are'a'bf^ntaminatToiC	it	not	simply	use	tfiecfieapesi	method to respond
                 to the problem   instead, EPA should explore other methods of clean up that may be better for tribal lands.
                 Mr. Harrison commented that the Agency must be held accountable for accomplishing its mandate to
                 protect human health and the environment.
                                                  I!!:1.!!
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                        d that
    
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                        When ask£d hpw relpcations might be conducted on tribal land, Mr. Eclwardson emphasize^
                the Agency must find the source of contamination and remove it to prevent migration.   If necessary,
                residents	sfiouH Ee'temporarily 'relocated while clean-up is being conducted.  He added that relocation
                decisionsf'riiust 'consicfeFEipw' much contamination human health can tolerate; how residents can be
                educated, housed, and fed; and basic infrastructure needs.  He also warned against conducting clean-up
                actions that may actually spread contamination further, such as through dust.  Mr. Urbom noted that the
                Jaw requires a minimum of 90 days written notice for permanent relocations.
    iilili11 ii	i	in
       !;'T^*™—:Mr.,$,anch£z commented that jurisdictipnal issues also are a factor, such as with Indian and non-
        Indian members of a community considered for relocation. The relocation policy must also consider that
        ejich tribe is different. Mr. Holden added that determinations need to be made as to which tribes have
        jurisdiction.  In addition, a plan for the individual community must be developed depending on the
    a;;:,;-	-i	,.•.  •   .-  ,j	t  _»*,,  ,   '  -f,,  -	  ;.,   .,   ,  -	.',,•_ .. . .•  	•	,	.-.!•«•	• .**•••..	.-. ..-.,., •.?„	,..  .  •..
            tions and infrastructure that exists in the area.
                                   frast
                                   ...... ajso .....
                                                                   Subsistence issues, such as livestock and marine food
                                                                         .....                     _                        ..... Kill
                                      e included, for some these are the only sources of food and income.
                                                                                   ...... innvliiMpiip! iniipv
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                      ,, ;i,,(llMr. ....... yrjjorn, responded that the preparation of a relocation plan prior to any actual relocation is
                "| e«juife3 ..... by ..... ^^re^IationsrincTudlng HrTdrng ..... 3ecenti  saTeViuiH ...... sanitary' ..... Rousing ..... Fof"res"id"e~rits ..... arid" the ...................................
                ,,„,,,,,,,,, ...... ................ ,
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                 logistics of the relocation.
                 ; ''      r : ' ,''',;"!,;,  ,, ,"',  I     " ''    ''^   :l     .   " | |   '  , /  ,  " :  'l,i.; I  . :; l'h|! .1 I; ^j','1 I'''!' :.''.'" J"' , '|'':':  '•;   '  '!"i ' ;; I'!	,   ''•'",' 'I
             ttj/ft^                                                            determination for the maximum length of
                 tgrnpprary relocations cannot be made and that time frames and other plans must be made on a tribe-by-
             """""	'	"	'!	'	'	" "*"*	"	K	'	;	'":"'	'"'""	are	different th.an other minorities because if they "leave the land,
                   "i(5be
                     fear mat |he government will take control of the land and they will not be able to return. Mr. Benally
                added that the land actually belongs to the tribes and their culture cannot be moved.
            '"'" '	"""	:"B	"""'	"I:i:	\	==!|°	"	IIT'1'	'"	-"'-	',;	","	'"	f-™'*"""™"1	'"'=	""•";"	«"'"	"•	•"'-''""I!';'"'?	''='!'=>	=	«—irT«.	!!||!'liii	f'M'.n	«•»««•••	HI!!-".	I	."	i-iiiiaiiiii-i!"!"!•'=" «i .^i.:,.,.lir«,	
            	'^'£.1J7	"HsLjffl^1" commented	that trie'responsilbility lies "with  EPA to "work with "the tribes during clean-
                fiip efforts.  Mr. King and Mr. Edwardson noted that once a contaminated site is identified, tribes need
                financial resources to verify the findings of the Agency and hire their own experts. Mr. Harrison added
    ^.^j,"^" II	llthi	"	"'	;	""J|ri	
     ii^
                      at some tribes dprnpt trust government labs, but it is difficult to find individuals that can verify the work.
                           ML §gnchez suggested that in a temporary relocation, secunty and monitoring be provided on the
                    land to ensure that the cultural artifacts are not disturbed.
               :!:r;:	II^IK                             	i::::::,!1::	    .         .      	s^            	i	
                                                                         j'ljgi'Ui"!	iiinii, liiHilinhiiU   'iiiiilsiiiiinn
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                                                                                                                                 '"	'	I
                              r.	ing ^ded that a primary concern in the remedy selection process is decontamination and
                    dgnducting a'heaKH assessment.  Mr. Harrison noted that compensation should be issues for long-term
                    health care and ongoing health monitoring for effects of contamination.
                            Ms. Skelton Roberts then asked participants to list what should be included in the relocation
                           ,*,  ,;	Jlfi" ' i'Mlili  ,'„'','„"'"' i"   ,.ut  ,:,;,'	F,    . r, 	 	'	   -"I  '-j;	" ,  ,,  i .|	., .'  '	   ...'.. I 	'	
                          .  Participants responded with the following items:
    
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               ••ffwriST   Provisions for funding to move residents back to their homes;
               F	,	, HIII, ,,	;i	__	- ^j,,,,	,,pi-	tion ^accurate	information.
    
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    -------
            What should not be included in the policy:
    
     •   Government dictating to tribal members; and
     •   State intervention or acceptance of relocation.                                 •
    
            Ms. Yuhas inquired if community involvement in the relocation plan is required by law.  Mr.
     Urbom responded that the implementing regulations requires input from the affected community in
     planning the relocation. Mr. Edwardson asked if this could be waived due to national security reasons.
     Ms. Wells answered that the Superfund law cannot be avoided for this reason.
    
            Mr. Harrison requested that a meeting be held in Alaska related to relocation before the policy is
     final. Ms. Wells replied that Agency will always take comment on policies.
    
            Ms. Skelton Roberts ended the meeting with a wrap-up  and summary discussion. She reviewed
     the main policy issues as follows:
    
     •   Indigenous people are tied to the land culturally and spiritually;
     •   The infrastructure needs of the community must be considered;
     •   Health assessments should be conducted before a plan is developed;
     •   Relocation is a last resort or not an option and must guarantee that residents will return to their land;
     •   Address transitional aspects;
     • .  When selecting a remedy, consider that a selected action cannot cause harm, to another community;
     •   EPA needs to play a stronger role in holding PRPs responsible;
     •   Security and monitoring of land;
     •   Compensation for ongoing health effects;
     •   Relocation has to be a community or individual decision;
     •   The policy should be flexible;
     •   Qualified personnel can be indigenous people; and
     •   Funding is needed to verify EPA data.
    
            Tribal representatives added that EPA must enforce tribal standards if they are the strictest
     standards, honor the trust commitment in trusted lands, and recognize that it has authority in some areas
     but not in others.  Opportunities to partner with tribes also exist.
    
        ,    Clara Mickles of EPA's Tribal Office thanked representatives for sharing their experiences and
     announced that she will take these concerns back to her management.
    
            Ms. Wells closed the meeting by reminded participants that the goal of the gathering is to
    understand tribal  issues and concerns, and she felt that this understanding has been deepened by the
    discussions. The participants all share similar goals of protecting the environment and full disclosure of
    information. She also noted that the relocation policy will reflect tribal issues and concerns in a distinct
    section that considers three elements: 1) a unique connection to the land; 2) statutory provisions specific to
    tribes; and 3) site-specific approaches to tribal land.
                    .  r  .        
    -------
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