Friday
July 20, 1988
Part II
4© CFR Part 350
Trade Secrecy Claims for Emergency
Planning, and Community Rlght-to-Knew
information; and Trad® Secret
            e Healtti Frofessionais; Ffrja!

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28772        Federal Register / Vol. 53, No. 146 / Friday. July 29, 1988  /Rides and Regulations
ENVIRONMENTAL PROTECTION
AGENCY

40CFR P«rt 350

tFRL-33M-1]

Trad« Secrecy Claims for Emergency
Planning and Community Rlght-to-
Know information; and Trade Secret
Disclosures to Health Professionals

AGENCY: U.S. Environmental Protection
Agency (EPA).
ACTON; Final rule.    	

SUMMARY: This final rule publishes the
procedures for claims of-trade secrecy
made by facilities reporting under
sections 303(d){2) and (d)(3). 311,312
and 313 of the Emergency Planning and
Community Right-to-Know Act of 1988
(Act), and for EPA's handling of such
claims, for submission and handling of
petitions requesting reviews of trade
secrecy claims, and for disclosure to
health professionals of information
claimed as trade secret
DATE This rule is effective August 29,
1988.
ADDRESS: The record supporting this  •
rulemaklng is  contained in the
Superfund Docket located in Room LG-
100 at the U.S. Environmental Protection
Agency, 401M Street SW., Washington,
DC 20460. The docket is available for
inspection by appointment only between
the hours of 9:00 a.m. and 4:00 p.m.
Monday through Friday, excluding
Federal holidays. The docket phone
number is (202) 382-3048. As provided in
40 CFR Part 2, a reasonable fee may be
charged for copying services. ,
FOR FURTHER  INFORMATION CONTACT:
Beverly D. Horn, Attorney-Advisor,
 Office of General Counsel, Contracts
 and Information Law Branch, LE-132G,
 U.S. Environmental Protection Agency,
 401M Street SW.. Washington. DC
 20460, (202) 382-5460, or the Emergency
 Planning and Community Right-to-Know
 Information Hotline at 1-800-535-0202
 (in Washington, DC and in Alaska at
 (202) 479-2449).
 SUPPLEMENTARY INFORMATION: The
 contents of today's Preamble are listed
 in the following outline:
 I. Introduction
   A. Authority
   B. Background of this Rulemaking
   C. Summary of Public Participation •
 II. Trade Secrecy Claim Procedure
   A. Definition of Trade Secret
   B. Methods of Claiming Trade Secrecy
   C Claims Under Sections 303 [d) (2) and
     303{d](3)
   D. Claims Under Section 311
   B. Claims Under Section 312
   F. Claims Under Section 313
   G. Initial Substantiation
  H. Substantiation Form         '  "
  I. Claims of Confidentiality in the
    Substantiation
  J. Updating Substantiations Submitted Prior
    to Final Rule
  K. Cross-Referencing of Substantiations
  Li Submissions to State and Local
    Authorities
 III. Petitions Requesting Review of Trade
    Secrecy Claims
 IV. EPA Review of Trade Secrecy Claims
  A. Overview of the Process
  B. Initial Review
  C. Determination of Sufficiency
  D. Determination of Insufficiency
  E. Determination of Trade Secrecy
  F. Appeals
  G. Common Errors Found on          ;
    Substantiations                  !
  H. Enforcement
 V. Relationship of Section 322 to Other
    Statutes
  A. Relationship to State Confidentiality
    Statutes       ,             -
  B. Overlap with Other EPA-Administered  .
    Statutes                     -   ;
  C. Relationship to Freedom of Information
    Act            .      '   "•'  :  ' '-.
 VT. Release of Trade Secret Information
  A. Releases to States               '
  B. Releases to Authorized Representatives
     ofEPA                         '
 VTL Disclosure to Health Professionals
  A* Non-emergency Diagnosis or Treatment
  B. Emergency Situations
   C Preventive and Treatment Measures'
   D. Statement of Need
  E/Confidentiality Agreement
   F. Related Issues "                 i '   '
1 VHL Summary of Supporting Analyses
   A. Regulatory Impact Analysis
   B. Regulatory Flexibility Analysis     <
   C. Paperwork Reduction Act

 L Introduction                     \

 A. Authority                      '
   EPA publishes this rule pursuant to
 sections 322,323, and 328 of the     i
 Emergency Planning and Community
 Right-to-Know Act of 1988 (also known
 as Title III or the Act), of the Superfund
 Amendments and Reauthorizetion Act.
 (SARA) of 1988, Pub. L. 99-499. Section
 •322 provides the procedures  for claiming,
 trade secrecy and confidentiality for,
 information submitted under sections
 • 303 (d)(2) and (d)(3), 311, 312 and 313|of
 the Act. It also provides a process
 whereby members of the public can Hie
 petitions requesting the disclosure of
 chemical identities claimed as trade
 secret. Section 323 provides procedures
 for access to chemical identities,    •
 including those claimed as trade secret,
 by health professionals who need the
 information for diagnosis,  treatment,; or
 research.                         j  .

 B. Background of this Rulemaking   \

    The Superfund Amendments and
 Reauthorization Act of 1988, Pub. L. 99^-
 499, signed into law on October 17,1988,
  amends and reauthorizes portions of the
 Comprehensive Environmental
 Response, Compensation, and Liability
 Act of 1980 (CERCLA), 42 U.S.C. 9601 et
 seq. Tide III contains the Emergency
 Planning and Community Right-to-Know
 Act of 1988,'which is itself a free-
 standing statute. It contains provisions
 requiring facilities to report to State and
' local authorities, and EPA, the presence,
 use and release of extremely hazardous
 substances (described in sections 302
 arid 304), and hazardous and toxic
 chemicals (described in sections 311,
 312, and 313 respectively). For the
 reporting required in sections 303, 311,
 312 and 313, a submitter may under
 certain circumstances  claim the identity
 of the chemical reported as trade secret.

 1. Section 303
   Section 303 involves the formulation
 of comprehensive emergency response
. plans for extremely hazardous
 substances. These are any of the
 substances on a list  published by EPA
 under section 302: The regulations
 implementing section 303 (and, because
 of their relationship, sections 302 and
" 304) were published on April 22,1987, at
 52 FR13378, codified at 40 CFR Part 355.
 On December 17.1987, the Agency
 deleted three of the  substances from the
 Extremely Hazardous Substances List,
 and on February 25i 1988, the Agency
 • deleted an additional  36. These
 deletions were published hi rulemakings
 at 52 FR 48072 and 53  FR 5574,
 'respectively.
   Any facility where an extremely
. hazardous substance  under section 302
 is present in excess of the threshold
 quantity (as determined by EPA) must
 report to the State emergency response
 commission, established under section
 301 of the Act. The local emergency
 planning committee (LEPC), also
 established under section 301 of the  Act,
 will contact any facility that has
 identified itself in order to formulate a
 local emergency contingency plan. In
 this planning process, a facility is
 required to provide  the local emergency
 planning committee with information the
 committee requests, except that the
 facility may withhold trade secret
 chemical identity from the committee.
 The facility must also inform the
 committee of any relevant changes
 which occur or are expected to occur
 which may affect the  contingency plan.
 When informing the committee of these
  changes, the facility may also  withhold
  trade secret chemical identity from the
  committee. Trade secret claims for
  chemical identities  withheld from
  facility reports must be substantiated
  according to the requirements of this
  regulation.

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                                                                                                             28773
  2. Sections 311 and 312
    Section 311 inquires the owner or
  operator of facilities subject to the
  Occupational Safety and Health Act of
  1970 (OSHA) and regulations
  promulgated under that Act (25 U.S.C.
  651 et seq* as amended, 52 FR 31852,
  August 24,1987) to submit material
  safety data sheets (MSDS), or a list of
  the chemicals for which the facility is
  required to have an MSDS, to the local
  emergency planning committees. State
  emergency response commissions, and
  local fire departments. The facilities
  were required to submit the MSDS OF
  alternative list by October 17,1987, or "
  three months after the facility is
  required to prepare or have an MSDS for.
  a hazardous chemical under OSHA
  regulations, whichever is later. In
  addition, a revised MSDS or list must be
 submitted to the LEPC within three
 months following the discovery of
 significant new information concerning
 an aspect of a hazardous chemical for
 which an MSDS or list was previously
 submitted. Facilities in the Bon-
 manufacturing sector will be required to
 submit the MSDS or alternative list
 when the OSHA Hazard
 Communication Standard (HCS) is
 expanded to cover the
 nonmanufacturing sector. Any trade
 secret chemical identity may be
 withheld from the MSDS or list of
 chemicals, provided the submitter
 follows the trade secret claims
 procedures under the section 322
 regulation.
   Under section 312, owners and
 operators-of facilities that must submit
 an MSDS under section 311  are also
 required to submit additional
 information, on the hazardous chemicals
 present at the facility. Beginning March
 1,1988, and annually thereafter, the
 owner or operator of such a facility must
 submit an inventory form containing an
 estimate of the maximum, amount of
 hazardous chemicals present at the
 facility during the preceding year, an
.estimate of the average daily amount of
•hazardous chemicals at the facility, and
 the location of these chemicals at the
 facility. Section 312(a)  requires owners
 or operators of such facilities to submit
 the inventory form to the appropriate
 local emergency planning committee.
 State emergency response commission,
 and local fire department on or before
 March 1,1988, (or March 1 of the first
 year after the facility first becomes
 subject to the OSHA MSDS
 requirements fora hazardous chemical}
 and annually thereafter on March 1. For
 the non-manufacturing sector, facilities
 are first required to submit an MSDS or
 alternative list when the HCS is
  expanded io cover the non-
  manufacturing sector, if the expansion
  becomes effective in 1988, the first Tier I
  or Tier II reports.are required beginning
  March 1,1989.
    Section"312 specifies that there be two
  reporting "tiers" containing information
  on hazardous chemicals at the facility in
  different levels of detail. 'Tier I."
  containing general information on the
  amount and location of hazardous
  chemicals by. category, is submitted
  annually. "Tier IT,"  containing more
  detailed information on individual
  chemicals, is submitted upon request by
  the State or local agencies. There will be
  no trade secrecy claims for Tier I
  reporting since no specific chemical
  identity is required to be given.
  However, submitters may withhold
  trade secret chemical identity from the
  Tier H form, and facilities should be
  prepared to submit their trade secret
  claims as appropriate, even if the Tier I
  report is initially submitted.
   As noted above, the Department of
  Labor recently published a final HCS
  rulemaking at 52 ER 31852, on August 24<
  1987, expanding coverage of the
  facilities required to maintahrMSDSs.
 The number of facilities thereby subject
  to reporting under sections 311 and 312
 will have expanded from 350,000-to over
 4 million, when the expansion becomes
 effective.
   The final rule for sections 311 and 312
 was published on October 15,198? at 52
 FR 38344.40 CFR Part 37O.
 3. Section 313
   Under section 313, a toxic chemical
 release inventory form (published by
 EPA) must be filed with a designated
 State agency and EPA. This form must
 be filed for any toxic chemical (OR a list
 published by EPA) which is
 manufactured, processed or otherwise
 used in amounts exceeding the threshold
 quantity at a covered facility. The form
 also indicates the total annual releases
 of the chemical to the environment A
 covered facility is any facility with 10 or
 more employees in Standard Industrial
 Classification (SIC) Codes 20-39. The
 rule for section 313 was published on
 February 16,1988, at 53 FR 4500, 40 CFR
 Part 372; As with other sections of Title
 p, trade secret chemical identity may
 be withheld from the toxic chemical
 release inventory form.
 4. Section 322     '      .
  The section 322 regulations contain
 the procedures which a submitter must
 follow in order to file a trade secrecy
 claim. Trade secrecy claims are
submitted to EPA only, by including
with the appropriate 303,311,312 or 313
submittals. as explained below, both a
  sanitized and unsanitized trade secret
  substantiation form. The unsanitized
  version must contain the chemical
  identity claimed as trade secret, and the
  sanitized version is identical to the
  unsanitized version in all respects
  except that the trade secret chemical
  identity is deleted, and in its place a
  generic class or category to describe the
  chemical is included. This sanitized
 _ version is the one that is submitted to
  the State or local authorities, as'
  appropriate.
    Section 322(b) of Title III requires a
  submitter to substantiate its trade
 . secrecy claim when submitting the filing
  containing the chemical identity claimed
  as trade secret This up-front
  substantiation will consist of the
  answers to six questions which are
  intended to elicit sufficient factual
  support to indicate whether the claim
  will meet the criteria set forth in the
  statute for a claim of trade secrecy.
    In order to fully answer the six
 questions in the substantiation, a
 submitter may need to include
 additional trade secret or other
 confidential information. The statute in
 section 322(f} allows submitters to
 designate as confidential any
 information in the substantiation
 entitled to protection under 18 U.S.C.
 1905 (the Federal Trade Secrets Act).
 Claims of confidentiality, in the
 substantiation are more expansive in
 scope than  those allowed under the
 reporting requirements of the Act, and
 are limited solely to information
 necessary to substantiate the trade
 secrecy claim. A detailed explanation
 on how to make a trade secrecy claim
 for .information in the substantiation is
 found under section II.G. of this
 Preamble.
   The section 322 regulation also
 contains the procedures to be used by
 the public for requesting disclosure of
 chemical identity claimed as trade
 secret (This public petition process does
 not cover requests for public disclosure
 of information claimed as trade secret in
 the substantiation other than chemical
 identity. These requests for disclosure
 must be submitted under EPA's Freedom
 of Information Act regulations at 40 CFR
 Part 2.) The section 322 regulation also
 sets forth procedures the Agency must
 follow in making a determination as to
 whether any trade secrecy claim is
 valid. These determinations will be
 made by the program designated to
 receive and handle trade secrecy claims
 for that particular reporting section in
Title IH. The Office of General Counsel
will hear infra-agency appeals from the
determinations of trade secrecy.

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28774	Federal Register./ Vol. 53, No. '146 / Friday,  July 29,1988/ Rules andjiegilations
5, Section 323
  The section 323 regulation contains
provisions allowing health professionals
to gain access to chemical identities,
including those claimed as trade secret,
in three different situations. The first
situation is for non-emergency treatment
and diagnosis of an exposed individual.
Second, access is permitted for
emergency diagnosis, and treatment.
Finally, health professionals employed
by a local government may receive
access to a trade secret chemical
identity to conduct preventive research
studies and to render medical treatment.
In all situations but the medical
emergency, the health professional must
submit a written request and a
statement of need, as well as a
confidentiality agreement, to the facility
holding the trade secret The statement
of need verifies that the health    -   ,
professional will be using the trade
secret information only for the needs
permitted in th* statute, and the
confidentiality agreement ensures that
the health professional will not make
any unauthorized disclosures of the
trade secret In the event of medical   •
emergency, the health professional
granted access to chemical identify
claimed as trade secret may be required
to execute a confidentiality agreement

C. Summary of Public Participation
   EPA issued a proposed rule for trade
secrecy claims and for trade secret
 disclosures to health professionals,
which was published in the Federal
 Register on October 15,1987 (52 FR
 38312). The proposed rule contained the
 form for the substantiation to
 accompany claims of'trade secrecy and
 requirements for making claims of trade
 secrecy under the Act After publication,
 EPA received over 40 written comments
 on the proposed rule. In addition, EPA
 held public meetings in Washington, DC,
 Chicago, EL, Boston. MA, Dallas, TX,,
 and San Francisco, CA. Attendees at
 these meetings presented oral comments
 representative of a wide range of
 interests including the affected industry,
 environmental and other public interest
 groups. State and local governments,
 and individual citizens. These comments
  are part of the official record of this
  rulemaking
  n. Trade Secrecy Claim Procedure

  A. Definition of Trade Secret
  1. Overview of Trade Secrecy Claims
    The Emergency Planning and
  Community Right-to-Know Act of 1988
  does not give facilities blanket authority
  to withhold any information they  •
  consider sensitive or confidential. The
 purpose of the Act is to provide
 information to the public, and the
 statute limits the types of information^
 that may be withheld as well as the ,
 circumstances in which a claim of trade
 secrec3~ can be made.
   Regardless of the basis for a trade i
 secret (e.g., a chemical's presence at a
 facility, its use for a particular process,
 or its production in a certain quantity),
 the only information that a facility may
 withhold from an Act's report (other ;
 than location information, as explained
 below) is the specific chemical identity.
 When a facility makes a claim of trade
 secrecy, it must provide all of the   i  .
 information normally required to be i
 reported with the sole exception of the
 specific identity of the chemical being
 claimed as trade secret
   Submitters of trade secrecy claims
 must distinguish two concepts: (1) What
 may be withheld; and (2) the basis for
 withholding information. As noted, the
 only information that maybe withheld •
 from a public report is the identity of a
 chemical found at a facility.        i
   The basis, or reasons, for  considering
 a chemical identity as-a trade secret can
 vary. In most instances, the  presence, of
 the chemical at a facility is die basis lor
 a chemical being a trade secret     .:
 However, in certain instances facilities,
• may believe the connection between the
 chemical identity and other information
 that must be included on the Act's
 reports, such as quantity or  process
 information, may also be a b-isis for a
 claim of trade secrecy. For example, a
 facility may believe that its  estimate of
 the maximum amount of chemical X on
 site on its toxic-chemical reporting form
 under section 313 is a trade secret, even
 though public knowledge of its use of
 chemical X is not In such a case, the
 connection or as it is sometimes termed,
 the linkage, of the chemical identity with
 the quantity information is the basis jfor
 the facility's trade secrecy claim.   ;  .
 However, the facility may only withhold
 the chemical identity (i.e., chemical X in
 this example); .the quantity on site must
 still be reported. As Congress provided,
 public reports would not disclose the
  specific chemical, although a generic
 name for chemical X must be provided
  as a substitute, as well as data on its
  hazardous characteristics and adverse
  health effects. Hence, what can be ;
  withheld is only the chemical identity,
  but facilities may base their trade  j
  secrecy claims on the connection
  between the. chemical identity and a;
 . broader set of information required on
  the Act's reports.                 I
    This discussion, so far, has dealt with
  trade secrecy claims for chemical  ;
  identity on the reports required under
the Act This is the class of trade secret
claims addressed by the rule. However,
two other classes of confidential
information are also involved under the
Act,, and rules for treatment of these are
different.
  First, when facilities explain why a
chemical is a trade secret, it is
recognized that they may need to cite
other confidential information (such as
process or financial data) in their
substantiations. The statute and the rule
allow facilities to make claims of
confidentiality, explained below, for
information they provide on their
substantiations accompanying claims.
Second, location information required
under section 312 is considered a
separate class of confidential
information, and is provided only to
State and local recipient(s). Section 312
location information should not be sent
to EPA. The statute does not require
facilities to justify the confidentiality of
either of these two types of information
under section 322. Under section 324,
copies of the publicly available
substantiations for trade secrecy claims
are accessible during normal business
hours through the designated State and
local authorities, and through EPA, as
appropriate. These substantiations are
also accessible under the Freedom of
Information Act, as discussed at section
V.C, of this Preamble. •

2. Rationale

   The definition of a trade secret in this
regulation is equivalent to that in the
Restatement of Torts, section 757, and
the regulation developed by the
Occupational Safety and Health
Administration to implement its Hazard
Communication Standard, 52 FR 31876
 (August 24,1987), 29 CFR 1910.1200. The
 OSHA Hazard Communication
 Standard requires disclosure of the
 specific chemical identity of chemicals
 to which employees are exposed in the
 workplace, except in those cases in
 which the identity of the chemical in
 question can be justified by a facility to
 be a bona fide trade secret The U.S.
 Court of Appeals ruling in United
 Steelworkers of America v. Auchter, 763
 F.2d 728 (3d Cir. 1985), required that
 OSHA amend its Hazard
 Communication Standard to adopt a
 definition of trade secret that conformed
. to common law protections. OSHA
 selected the generally accepted
 definition provided in the Restatement
 of Torts, section 757, Comment b (1939),
 which reads: " 'trade secret' may consist
 of any formula, pattern, device,  or
 compilation of information which is
 used in one's business, and which gives
 [the employer] an opportunity to obtain

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                                                                               Rules and Regulations
 an advantage over competitors who do
 not know or use it."
   The Emergency Planning and
 Community. Right-to-Know Act of 1988
 only allows trade secrecy claims for a
 subset of the material which is
 traditionally covered under trade
 secrecy law. Section 322(a) specifically
 states that submitters under Title III
 may withhold only the "specific
 chemical identity (including the
 chemical name and other specific
 identification)" as a trade secret The
 "specific chemical identity" means
 either the chemical name or other
 specific identification that reveals the
 precise chemical designation of the
 substance, such as the Chemical
 Abstract Services Registry Number
 (CASRN).
   In the proposed rule, EPA set forth
 several options for determining the
 permissible basis for claims of trade
 secrecy for specific chemical identity;
 The most narrow interpretation* of the
 statute would be to limit all claims of
 trade secrecy .to claims protecting either
 the composition of the chemical, or the
. presence of the chemical at the facility.
 Congress stated in the Conference
 Report that, "the knowledge of [the]
 presence [of a specific chemical] at the
 purchasing facility could effectively
 define for its competitors the process
 and/or products being made there." H.R.
 Conf. Rep. No. 99-96% 99th Cong., 2d
 Sess. 304 (1S88).
   The second option set forth in the
 proposed rule was to allow, as a basis
 for a claim of trade secrecy for chemical
 identity, that the connection, or
 "linkage" between chemical identity
 and other information on the Title in
 form would reveal the trade secret.
 Throughout the Conference Report
 Congress displayed general concern for
 the protection of all legitimate trade
 secrets. For instance, in discussing the
 reporting requirements under section
 313, it was noted, "[t]he conference
 substitute provides for reporting
 categories of use and ranges of chemical
 present because the exact [identity] of
 identified chemical[s]  at a facility or the
 exact amount present  may disclose
 secret processes." Id at 298. Similarly,
 in discussing the reporting requirements
 under section 312, Congress stated, "p]n
 order to protect chemical process trade
 secret information, reporting ranges may
 need to be broad." Id.  at 290. Congress
 probably anticipated that it would be
 possible for th& Act's reporting forms to
 be structured broadly enough to avoid
 compromising legitimate trade secrets.
 In the proposed rule, the Agency stated
 that it was making every effort to do
 this. EPA believed that even with the
 use of broad ranges and reporting
 categories, however, the amount of
 detail requested on the Act's forms
 would in some cases allow competitors
 of submitters to compare and thus to
 link information, thereby revealing
 valuable trade secrets.
   EFA's proposed interpretation of the
 basis for a claim of trade secrecy for
 chemical identity was supported by
 several comments from industry voicing
 concurrence with Congressional intent
 to provide trade secret protection to
 trade secret information about use,
 processing, and handling which might be
 linked to corresponding chemical
 identities reported under sections 311,
 312, or 313. Industry commenters
 referred to the definition of trade secret
 put forth in the Restatement of Torts to
 assert that the Agency's linkage concept
 is firmly rooted in traditional trade
 secret law, where trade secrecy of
 chemical-identity occurs because of
 links between that chemical identity and
 other data Consequentlyi some
 commenters suggested that denial by the
 Agency of trade secret protection to
 linked information, and its disclosure to
 the public, would constitute a taking
 under the Takings clause of the Fifth
 Amendment, even though the specific
 identities of component chemicals might
 be well known to the public.
   EPA also received some comments
 from public interest groups which
 disagreed with this interpretation. They
 argued that trade secrecy claims should
 be restricted solely to claims for the
 presence or chemical composition of the
 chemicals present at a facility, and not
 allowed for any linkages between
 chemical identity and other data. These
 comments claimed that the four criteria
 listed under section 322(b) apply only to
 trade secrecy claims for specific
 chemical identities, and reflect
 Congressional intent to maximize the
 availability of information to the public.
 One group asserted that trade secret
 regulations intended to protect claims
 for linkage "will encourage the filing of
 excessive claims of trade secrecy, as
 well as claims- that cannot be
 substantiated in accordance with
 section 322(b)" of the statute.
  After carefully considering the
 comments, the OSHA HCS, the
 Conference Report, and trade secret
 case law, EPA has decided to allow
 trade secrecy claims for chemical
identity to be made to protect the
 linkage between-a specific chemical
identity and other (information about its
use, production, storage, or processing.
Such claims will be permiued even in
cases when the specific chemical
identity is already known to the public;
 however, the submitter will always have
 to prove that its trade secret meets the
 four criteria under section 322(b) by
 submitting the up-front substantiation
 described in section II.G. of this
 Preamble. In all trade secrecy claims the
 specific identities of chemicals present
 at the facility are the only reporting
 information that may be withheld, in
 accordance with the statute; all other
 information requested on the Act's
 forms must be reported.
   Generally accepted trade secret law
 found under the Restatement of Torts
 and the OSHA Hazard Communication
 Standard supports protection of linkage
 information. According to these
 precedents, confidential information
 does not necessarily depend on public
 knowledge of one component of a
 production process; rather, it is often the
 means by which components are
 combined and used which renders the
 information a protectable trade secret.
   The Agency believes that this
 interpretation of the basis for a claim of
 trade secrecy will not involve great
 numbers of additional claims beyond
 those that could also be based on the
 narrower concept of simple presence at
 a facility. Submitters of trade secrecy
 claims for linkage information will still
 have to meet the same four criteria in
 section 322(b) which all trade secrecy
 claims must meet.
   EPA also believes that this
 interpretation does not run counter to
 the purpose of the Act—that of public
 disclosure—because the requirement of
 an up-front substantiation, which will
 cause submitters to justify their claims,
 will limit spurious claims. Further, EPA's
 intention is to routinely evaluate trade
 secrecy claims and to vigorously
 prosecute those submitting frivolous
 claims. The $25,000 penalty per frivolous
 claim under such circumstances is
 evidence of Congress intent to deter
 such claims. All submitters should be . •
 aware that supplemental information
 submitted to EPA after the initial
 substantiation should clearly confirm
 the validity of their claim as set out in
 the initial substantiation, or they may be
 subject to the penalty for frivolous
 claims.

 3. Emission and Effluent Data

  The Natural Resources Defense
 Counsel, Citizens for a Better
 Environment, and OMB Watch have
 argued in their comments that EPA
 cannot allow claims of trade secrecy for
 data collected on the section 313 toxic
 release inventory form because this data
 is emission or effluent data that is
required to be made public by the Clean
Air Act and the Clean Water Act.

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28776        Federal Hflgjater / yol. 53.  No. 146 / Friday. July 29, 1988  /  Rules and Regulation^
  Section 322(b) of Title m requires that
a trade secrecy claimant demonstrate,
when making a trade secrecy claim, that
the chemical identity claimed as trade
secret "is not required to be disclosed,
or otherwise made available, to the
public under any other Federal or State
law." The commenters claimed that
under section 114(c) of the Clean Air Act
and section 308(b) of the Clean Water
Act, emission and effluent data,
respectively, are required to be made
public and, therefore, when collected
under Title ID must be made public.
Section Il4(c) of the Clean Air Act
requires that:
  Any records, reports, or information
obtained undtr [the Clean Air Act] shall be
available to the public, except that upon a
showing satisfactory to the Administrator by
any person that records, reports, or
information, or particular part thereof (other
than emission data) to which the
Administrator has access under this section,
would divulge methodic* processes entitled  •
 to protection aa «rad« secrets * * * the
Administrator shall  consider such
 record * *  *  confidential. (Emphasis added).
 Section 308(b) of tha Clean Water Act
 has a similar provision excepting-
 effluent data from confidential
 treatment
   Information which has beetr
 determined administratively (by EPA) or
 judicially (by a court on appeal from aa
 EPA determination} to constitute
 emission or effluent data within the
 meaning of section 114{c) of the Clean
 Air Act, or section 308(b) of the Clean
 Water Act i» clearly required to be-
 disclosed to the public and could not be
 withheld from disclosure under section
 322(b). Thus, a company could not claim
 as trade secret under Title HI
 information which is part of a class of
 information for which EPA has, by
 regulation or otherwise, prohibited a
 claim of business confidentiality, such
 as information required in National
 Pollutant Discharge Elimination System.
  (NPDES)  permit applications. 40 CFR
  section 122.7(c). Also, a company could
  not claim a* trade secret under Title HI
  data already collected by EPA under
  another statute, such as  the Clean Air or
  Clean Water Acts, where the Agency
  had decided that the data presented no
  valid claim of trade secrecy, either
  because it was emission or effluent data
  or for other reasons, such as, that no
  valid trade secrecy claim was presented.
    The question posed by the comments
  concerns the exact meaning of the prior
  disclosure language—does this language
  concern only the circumstances
  described above, where EPA has
  determined, either generically or
  specifically, whether the information is
  eligible for trade secret  status, or does it
                                   !
also concern circumstances where the,
information's trade secret status is
undetermined. The commenters argued
that information which EPA could    j
obtain, but has not requested, under the
Clean A !,r or Clean Water Acts and
which could constitute emission or
effluent data, cannot be claimed as   ;
trade secret on the section 313 form or in
other Title III submissions.
  The comments also raised the same
question regarding information in EPA's
possession which could constitute
emission or effluent data but as to which
no determination has been made. The:
commentera argued that this information
also cannot be claimed as trade secret if
later submitted under Title HI. In so
arguing,  the commenters assumed that
the definitions of emission and effluent
data are self-executing and therefore
that no trade secrecy claims should eyen
be accepted by EPA for information  '
which could be emission- or effluent
data.
   There is- no discussion of this issue in
the Conference Report ox elsewhere; i
however, EPA's position i» that the most
probable interpretation is that Congress
intended to prevent trade secret     j
claimants, from claiming as secret    j
information which was already in the
possession of a State or Federal agency,
and was required to be disclosed, either
because no claim of confidentiality was-
 permitted under State or Federal Jaw, or
 because a decision had been made that
 no valid claim was presentee",
   The comments did not address the
 threshold issue of the definition of
 emission or effluent data, merely    :
 asserting that EPA's definitions are \
 "self-executing." EPA does not consider
 this definition to be self-executing. The
 definition of emission data provides:,  •
   (2)(i) "Emission data" means, with    |
 reference to any source of emission of any
 substance into the air—              :
   (A) Information necessary to determine the
 identity, amount, frequency, concentration, or
 other characteristics (to the extent related to
 air quality) of any emission which has been
 emitted by the source (or of any pollutant
 resulting from any emission by the source), or
 any combination of the foregoing;      ;
    (B) Information necessary to determine the
 identity, amount frequency, concentration, or
 other characteristics (to the extent related to
 air quality) of the emissions'which. under an
 applicable standard or limitation, the source
 was authorized to emit (including, to the;
  extent necessary for such purposes, a   |
  description of the manner or rate of operation
  of the source); and                  •  ,
    (C) A general description of the location
  and/or nature of the source to the extent
  necessary to identify the source and to ;
  distinguish it from other sources (including, to
  the extent necessary for such purposes, a
  description of the device, installation, or
  operation constituting the source).      ,
40 CFR 2.301(a)(2)(i) (A), (B). and (C).
  Whether information constitutes
emission or effluent data depends on
what information is "necessary" to
make the needed determination. EPA
has to date made no determinations that
categories of information always
constitute emissions data. Instead, EPA
has proceeded on a case-by-case basis.
  The regulations interpreting the Clean
Water Act contain a similar definition
for effluent data, information "necessary
to determine the identity *  * *  or other
characteristics * * * of any pollutant
which has been discharged by the
source  *  * *" 40 CFR 2.302(a)(2)(i). The
NPDES regulations under the Clean
Water Act (CWA) do not, however,
allow confidential treatment of
information required by, or contained in
NPDES permits or permit applications,
or of data concerning the discharge of
pollutants regulated in the permit, and
accordingly, that data is not allowed
trade secrecy treatment under section
313. Submitters claiming this
information as confidential may be
subject to penalties under section 325(d)
 for submission of frivolous claims.
   Submitters should be aware that data
 submitted on the section 313 form will
 be used for activities conducted under
 the Clean Water Act (including
 implementation of section 304(1) of the
 Clean Water Act and development of
 NPDES permit limits) and Clean Air Act.
 EPA is in the process of developing a
 class determination under 40 CFR 2.207
 which would find that information,
 including chemical identities, submitted
 on the section 313 form regarding
 releases to air or to waters of the United
 States or to Publicly Owned Treatment
 Works, is emission or effluent data
 under the Clean Air or Clean Water
 Acts and, as such, is not eligible for
 confidential treatment under section 322
 of Title HI.
   The commenters also argued that the
 definition of emission and effluent data
 includes not only data which was
 actually collected under section 114(c)
 and 308(b), but data which "could have
 been" collected under these sections,
 citing 40 CFR 2.301(b)(2) and 2.302(b)(2).
 Thus,  the commenters argued that any
 data which could be gathered under the
 Clean Air Act cannot be claimed trade
  secret when submitted to  the Agency
  under section 313.
   The Clean Air Act regulations at 40
  CER2,301(b)(2) state:   ,
   Information will be considered to have
  been provided or obtained under section 114
  of the Clean Air Act if it was provided in
  response to a request by EPA made for any of
  the purposes stated in section. 114. or if its
  submission could have been required under

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/
                                                   6 / Friday'
        ami Regulations
                                                                             28777
 section 114, regardless of whether section l!4
 was cited as the authority for any request for
 the information  * * * (Emphasis added.)
 The comparable section of the Clean
 Water Act regulations has a similar
 provision. See 40 CFR 2.302(b)(2).
   On this basis, the commenters argued
 that because the data collected under
 section 313 of Title III is emission or
 effluent data which could have been
 collected under section 114(c) of the
 Clean Air Act or section 308(b) of the
 Clean Water Act, no trade secrecy
 claims can be made for chemical
 identities of chemicals for which
 emission or effluent data is included on
 a Title III submission.
   The commenters have misconstrued
 the meaning and function of the "could
 have been" language. It serves to
 prevent submitters from thwarting EPA's
 statutory right to obtain data by
 voluntarily  submitting it to the Agency
 for the use of the Clean Air or Clean
 Water programs, and then arguing, as
 -voluntarily submitted, that it is not
 subject to statutory limits on trade
 secret or confidential business
 information.
   For these reasons, EPA .does not agree
 with the commenters, assertions that the
 provisions of the Clean Air and Clean
 Water Acts render most trade secrecy
 claims invalid under section 313. The
 final rule adopts the interpretation set
 forth in the proposed rule With respect
 to the meaning of the language under
 section 322(b), regarding whether
 information claimed as trade secret is
 required to be disclosed under another
 State or federal law. Thus, information
 is required to be disclosed under
 another Federal or State law if:
  (i) It is information that is specifically or is
 in a class that is determined administratively
 (by EPA) or judicially (by a court on appeal
 from an EPA determination) to constitute
 emission or effluent data within the meaning
 of section Il4(c) of the Clean Air Act or
 section 308(b) of the Clean Wate? Act; or
  (ii) It is information which is either
 specifically or in a class for which EPA or
 any other State or Federal Agency has
 disallowed confidential treatment, such as  -
 information required by EPA in NPDES
 permit applications; or
  (iii) It is information collected by EPA or
 another State or Federal Agency where the
 State or Federal Agency has decided that the
 data presented no valid claim of trade
 secrecy (for any reason).

B. Methods of Claiming Trade Secrecy
  There are  five different types of
submissions that can be made under
Title III on which a facility may make a
claim of trade secrecy. These are: (1)
The notification (to a local emergency
planning committee) of any changes at a
facility which would affect emergency
        plans, under section 303(dJ(2); (2)
        answers to questions posed by local
        emergency planning committees under
        section 303(d)(3); (3) material safety data
        sheets or chemical lists submitted under
        section 311; (4) Tier II emergency and
        hazardous chemical inventory forms
        submitted under section 312; and (5) the
        toxic release inventory form submitted
        under section 313.

        1. Basic Requirements
         The basic requirements for making a
        claim are similar, although there are
        some differences between submissions
        under the different sections. These
        differences will not affect the validity of
        a submitter's claim, provided the
        submitter adheres to all of the
        requirements.
         When fashioning reporting
        requirements under Title ffl, EPA has
        made every effort to avoid unnecessary
        duplication. To this end, when reporting
        under section 303 (d){2) and (d}(3), and
       under section 311 using an MSDS, EPA
       only needs to receive a copy of the
       submittal sent to the State and local
       authorities. This submittal is a public
       document, and should not contain the
       specific chemical identity claimed as
       trade secret EPA is not requesting an
       unsanitized version of this submittal.
         When reporting under section 311
       using the list approach, and for alh
       section 312 Tier!! forms, and section 313
       reports, EPA must receive at the same
       time both an unsanitized and a sanitized
       version of the reporting form. A
       sanitized copy of the reporting form is
       one in which the chemical identity
       claimed as trade secret is deleted and in
       its place is included the generic class or
       category of the chemical  claimed trade
       secret. This sanitized copy should be
       identical to the copy submitted to the
       appropriate State and local
       organizations in all respects except that
       it does not contain the chemical identity.
        Finally, EPA must receive
       substantiations for each chemical
       claimed as trade secret under all
       reporting sections, as explained in
       section II.G. below.  EPA must receive
       both sanitized and unsanitized versions
       of the substantiation. Although these
       items are  the minimum required for a
       claim of trade secrecy under all
       sections, EPA suggests that submitters
       carefully review the requirements 'under
       each section before  filing a trade
       secrecy claim.
        In this rule, the term "sanitized" is
       used to refer to the copy of the report or
       substantiation which does not contain
       the chemical identity of the chemical
       that  is being withheld as trade secret.
       The  term "unsanitized" refers to a report
       or substantiation that contains the trade
  secret chemical identity. EPA received
  some comments from the public
  objecting to the use of these terms on
 -the grounds that an "unsanitized" item
  is sometimes regarded as "unclean."
  EPA has decided to retain these terms
  because they are terms of art often used
  to indicate whether or not these
  documents contain information that may
  be released to the general public; their
  continued use helps to clarify the terms
  of the rule.
   EPA received some questions as to
 , whether a trade secret claim must be
  made at the same time the Title III
  submittal is submitted. Section 322
  requires a submitter making a claim of
  trade secrecy to include in the submittai
  an explanation of why the information is
  claimed to be a trade secret. This clearly
 requires that the substantiation must be
 filed concurrently with the submittal.
   To facilitate accurate processing and
 filing of these confidential documents,
 submitters of claims to EPA should
 arrange the parts of each claim in the
 following order: (1) The unsanitized
 trade secret substantiation, (2) the
 sanitized trade secret substantiation, (3)
 the unsanitized reporting document (not
 applicable to section 303 reports and
 section 311 MSDSs, as explained
 below), and (4) the sanitized reporting
 document-Each substantiation and
 reporting document should be
 individually stapled but the Agency
 requests that the individual parts for
 each claim be assembled into a single
 package using only a binder clip or
 rubber band. Do not staple the
 individual parts together.
   When facilities submit trade secrecy
 claims for more than one chemical, EPA
 requests that the three or four parts
 associated with each chemical be
 assembled as a set and each set for
 'different chemicals be kept separate
 within the package sent to EPA.

 2. Users of Trade Name Products
   Reports and claims regarding mixtures
 and trade name chemical products raise
 a number of special issues. Public
 comments were received on a number of
 points that EPA clarifies below.
   Public comments indicated some users
 are concerned as to their responsibilities
 in cases where they do not know the
 chemical identity of mixtures and trade
 name products. Commenters were
 concerned about whether they had to
 submit a trade secrecy claim if they did
 not know the specific chemical identity
 of the product they use, even though
 they do not consider that the fact that
 they use the product is a trade secret.
 EPA does not require a trade secrecy
claim if the user does not consider its

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28773
Federal Register /  Vol. 53, No. 146 /'Friday.. July 29, 198ft / Rules and Regulations
use of the product as a trade secret For
example, if a user does not know the.
specific chemical identity of a chemical
and must provide a common name or
trade name on the Title III submitted
EPA does not require a daim of trade
secrecy for the omitted chemical identity
because this identity, being unknown to •
the user, cannot be provided in such an
instance. This; issue is also discussed in
the section 313 final rule addressing
supplier notification. See S3 FR 4500.
  If the submitter considers its use of
the trade name chemical as a trade
secret, it may file a trade secrecy claim
according to the usual procedures set
forth in this rule; The user will be
allowed to file for trade secrecy treating
the trads name as the chemical identity
and filling out those parts of the Title ffl..
aubmittal sent to EPA that it can supply
without knowing the specific chemical  .
identity. The user must idll file, a
complete substantiation. When making
trade secrecy claims for trade name-
products, some commenters.-indicated
that portions of the substantiation
questions-would not apply to their trade
secrecy claim, however. If so, EPA
requires that the user making a trade
secrecy claim for its use of a trade name
chemical must answer each question by
explaining why it believes the question
 to be inapplicable.                  f .
  EPA does not extend permission to
file trade secret claims for common or
trade names to users that know the
specific chemical names of the chemical
 to be reported and consider that
 chemical use to be a trade secret If
 users know the chemical names of
 substances they use and wish to file a
 trade secrecy cWr", they must make the
 claim in terms of the chemical names of
 the substances. On the other hand,
 downstream chemical users and
 chemical licensees who. happen to know
 the chemical identity of the trade name
 chemical are not required to submit
 claims of trade secrecy based solely on
 their knowledge of the specific chemical
 identity since this  requirement would
 entirely duplicate  the trade secrecy
 daim of the original chemical
 manufacturer and serve no purpose.
   In the rulemaking process, EPA
 considered more extensive requirements
 on users making trade secrecy claims for
 their uses of trade name chemicals. One
 approach would have required suppliers.
 to inform EPA of the chemical identity
 and complete the  substantiation
 questions for the users who wished to
 make a trade secrecy claim. Another
 option considered was the "beat efforts"
 approach based on the proposed section
 313 rule [52 FR 21151,21155), which
 would have required the user to make
                         multiple attempts to obtain the chemical
                         identity from the supplier, including  \
                         offering to enter into a confidentiality
                         agreement with the supplier.
                           In some cases; it ».ay be especially   .
                         difficult for facilities to acquire from  ;
                         their suppliers the identity of chemicals
                         claimed trade secret by their, supplier. i
                         Users of chemicals may encounter
                         instances where the supplier does not |
                         have the same interest in providing  ;
                         information to thenrorin protecting thfe
                         confidentiality of their trade secrets.
                         Suppliers may, in some instances, sell to
                         competitors from whom a facility wishes
                         to keep chemical identities or-
                         applications a trade secret EPA decided
                         on the more pragmatic approach of
                         allowing users of trade secret chemicals
                         who- wished to make a trade secrecy ,
                         claim for their use of the trade name
                         chemical to file claims-based on their
                         current knowledge; rather than having to •
                         rely, upon obtaining cooperation from
                         suppliers,, i ••   •     .,             \   •

                         3. Licensees   .                    ;   •
                            One commenter stated that the rule!
                         does not address trade secret protection-'
                         in the context of licensing-arrangements
                         that include private confidentiality  •
                         agreements, between suppliers and
                         users. The commenter asserted that in  .
                         these instances, a facility that is     i
                         licensed to produce, or otherwise use a
                        • trade secret chemical may have
                         information about that chemical.    i
                         including its chemical' identity. At the
                         same time, neither the •chemical identity
                         nor the use of the chemical is the trade
                         secret, of the licensee, and the licensee
                         may not be able to justify it as such. As
                          a response to this circumstance, the
                          commenter suggested that the rule  !
                         - provide for a blanket trade secret   |
                          substantiation by the licensor with a
                          letter submission by the licensee
                          referring back to- the licensor's      j
                          substantiation or explanation       '
                          submission.                       ,
                            EPA requires In the above- situation
                          that user? who are licensees of trade:
                         * secret chemicals and who wish to make
                          a trade secrecy daim for their own use
                          of the chemical, file a claim of trade \
                          secrecy. If possible, these submitters !
                          should obtain the information necessary
                          to. complete the substantiation form,
                          where relevant, from the supplier with
                          whom they signed the confidentiality
                          agreement to the extent such       :
                         , information is needed to answer the i
                          questions on the form. If, upon review of
                          the claim EPA requests supplemental
                          information which the licensee does not
                          have, the licensee will be required to
                          contact the licensor who must contact
                          EPA directly with the necessary    :
                          information. •                    ;
 4< Addresses for Claims and Petitions

   All trade secret claims and petitions
 requesting disclosure of identities
 claimed as trade secret should be sent to
 the following address:
 U.S. Environmental Protection Agency,
   Emergency Planning and Community
   Right-to-Know Program, P.O. Box
   70266. Washington, DC 20024-0266
   Submitters may hand deliver their
• submittals tot
 Title EL Reporting Center, 470/490
   L' Enfant Plaza East SW., 7th Floor,
   Suite 7103. Washington, DC

 C. Claims Under Sections 303(d)(2) and
 303(d)(3)
   Section 303 concerns the formulation
 of contingency plans by local emergency
 planning committees. Section 303(d)(2}
 states that owners or operators of
 facilities must promptly inform
 committees of any relevant changes
 occurring at the facilities as the changes
 occur or are expected to occur. Section
 303(d)(3) states that owners or operators
 of facilities must promptly provide
 information to committees when
. committees request information from
 facilities necessary for the development
 and implementation of emergency plans.
    A trade secrecy claim under section
 303(d}(2) must include a copy of the
 notification of changes in the facility
 that was provided to the local
 committee-This notification may be in
. the form of a letter or other written
 communication. The document must
 include the name and address of the
 submitter. A trade secrecy daim under
 section 303(d)(3) must include a copy of
 the information requested by the local
 emergency planning committee and the
 information provided by the facility in
 response to the request A letter or other
 written communication containing this
 information is sufficient. The document
 must include the name and address of
  the submitter.
    In both of these submittals, where
  there is a need to refer to a specific
  chemical identity, the generic class or
  category of each chemical ("class" is
  synonymous with "category") claimed
  as trade secret should be used instead of
  the trade secret chemical identity. The
  generic class or category for chemicals
  subject to section 303 reporting is
  discussed below in this section.
    EPA is taking the burden-reducing
  step of not requiring submitters to
  prepare an unsanitized version of this
  document for the reason that EPA will
  be receiving the claimed chemical
  identity on the unsanitized version of
  the substantiation form. For each
  chemical identity daimed as trade

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  secret in a section 303. report, a complete
  substantiation must be submitted to
  EPA. The substantiation will be
  discussed in greater detail hi section
  ILG. below. Claims.should be packaged
 . as described hi section ELB.1. of this
  preamble, and hi instructions to the
  substantiation form.

  Generic Class, or Category
  . When a local emergency planning
  committee develops its contingency
 plan, identification of the specific
 chemicals that are present in its
 jurisdiction is vital to the development
 of the plan and is the first issue to be
 resolved in the initial preparation of the
 plan. As stated above, if a facility does
 not wish to reveal the specific chemical
 identity to the committee in the context
 of sections 303 {d)(2}and (d)(3), the
 section 303 submittalmuat include in the
 place of chemical identity, the generic
 class or category of the chemical
 claimed a« trade^ecretjElie purpose of
 the generic class or category is to   '
 provide a description; of the chemical
 that is hot as specific as the specific
 chemical identity, the generic class or
 category should provide the best
 description possible of the claimed
 chemical. a» explained below.
   The purpose of 8 contingency-plan is
 to provide effective, expedient
 emergency response  to aid response
 workers, and community residents in the ;
 event of a chemical release. In order to
 prepare an effectivecontingency plaiu
 the hazards involved with; the specific
 chemicals such as explosivity or
 flammabih'ty and the adverse health
 effect* associated with the release must
 be known. Only by knowing this
 information, can proper equipment and
 procedures be used to contain the
 release. If chemical identity is claimed
 as  trade secret by a facility, such
 infonnation can m many circumstances
 still be obtained through the
 determination of a generic class or
 category that reflects the information, as
 well as by other questions posed to the
 facility by the local emergency planning
 committee.
  The proposed rule set forth for public
 comment three alternatives regarding
 the choice of generic class or category
 for Title III submittals under sections
 303 (d)(2) and (d)(3). The alternatives all
 required negotiation because the
 Agency believedit would be impossible
 to devise a finite list ofgeneric classes
 or categories that would incorporate the
 wide variety of safety factors that
 LEPCs and the general public may
 desire to know. These safety factors
 included chemical release hazards,
adverse health effects information^
distance of the affected community from
   the facility, level of sophistication of the
   first responder, and type of land use
   near the facility. Language in the
   proposed rule suggested that safety
   factors should, be reflected in the generic
   class or category chosen.
    The alternatives suggested in the
   proposed rule were:
    (1) LEPCs and owners or operators would
   negotiate a suitable class or category, with no
   example list offered by the Agency;
    (2) The sections 311-312 hazard categories
  would be provided as examples from which
  LEPCs and owners or operators could choose
  a class or category, or if they believed it to be
  necessary, the parties could choose another,
  hazard-based class or category which better
  reflected the safety Information described
  above;
    (3) LEPCs and facilities would negotiate a
  das* based on chemical- structure.
    The proposed rule on trade secrets did
  not discuss generic class or category
.  determinations for section: 313.
  submittals; another alternative was
" adopted by EPA in the final rule for
  section 313. The-section 313 proposed
  rule stated that owners or operators
  should choose .a generic class or
  category based on the preassigned class
  or category- code for each- chemical
  which was set out in the section 313     .
  proposed rul& This process was-  -
  changed in the section 313 final rule to   •
  allow reporting facilities to-use any
  generic class or category that is    •
  structurally descriptive of the chemical
  claimed as. trade secret This change
  was made because of the possibility mat
  trade secrecy could be compromised
  when the preassigned class or category
  was cross-referenced with one or more
  of the four adverse health effect  •
  categories provided for the section 313
 chemicals in the Toxie Release
 Inventory database;
•  The comments received on the
 alternatives were divided Some of the
 commenters wanted EPA to publish a
 finite list of classes or categories based
 on hazard categories alone, and allow
facilities to choose the appropriate class
or categories. Some commenters wanted
facilities to choose a class-based on
chemical function or chemical structure
without negotiation with LEPCs, State
Emergency Response Commissions
(SERCs), or fire departments. A few
commenters supported the requirement
of negotiation of generic class or
category among the parties involved.
   EPA has reevaluated the necessity for
negotiation m choosing generic class or
category and has decided to follow the
process chosen for the section 313 final
rule. Allowing owners or operators to
choose classes on their own based on
chemical structure is preferable to the
options set forth in the proposed rule for
   several reasons. First, it will be simpler
   for industry, LEPCs, SERCs, and fire
   departments than requiring the time-
   consuming process of negotiation;
   second, negotiation of generic classes
   could also be technically burdensome to
   LEPCs; and third, this approach will
   provide greater consistency for choosing
   generic class or category under the
   various sections of the law.
    Although owners or operators will be
   choosing generic classes or categories
   on their own, EPA is advising that
   classes be chosen following the
  guidelines of the Act's legislative
  history: The Conference Report directs
   that generic class or category be defined
  only as broadly as necessary to protect
 - the specific chemical identity from
  disclosure, and it should at the same
... time reflect the thrust of the law to
  transmit chemical information to the
  public. Thus, EPA advises that classes
  be determined so that information on
  the specific chemical identity's release
  hazards and adverse health effects are
  included in the class or category. As an
  example of such a class, volatile
  aldehyde  is a generic class that is
  functionally descriptive of the chemical
  acid aldehyde and provides information
  on the chemical's volatility.

  D. Claims Under Section 311"

   As provided in the rule for sections
  311-312, when reporting, a submitter of
  a section 311 report must submit either
  an MSDS  for each hazardous chemical
  (above a threshold quantity), or a list of
  the hazardous chemicals with the
•  chemical or common name of each
  hazardous chemical as. provided on the
  MSDS.

  Claims of Trade Secrecy  for MSDSs

   Submitters must send to EPA a copy
 of the MSDS, and an unsanitized and
 sanitized substantiation. An explanation
 of the substantiation is set forth in
 section II.G. below. Claims should be
 packaged as described in section II.B.1
 of this preamble, and the  instructions to
 the substantiation form.
   EPA is not requiring submitters to
 provide an unsanitized version of the
 MSDS. The Agency received comments
 indicating that most facilities do not
 have "unsanitized" copies (i.e.. copies
 indicating chemical identities) of MSDSs
 on file under the HCS where  they have
 claimed chemical identity as  trade
 secret In such cases, facilities have on
 file only MSDSs that omit the chemical
names of trade secret chemicals and
instead contain a common name for the
chemical For a facility to  supply an
"unsanitized" MSDS—Le., one
containing  the chemical identity of a

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chemical claimed as trade secret—to
EPA under the section 322 rule, as
proposed,  the facility would have had to
modify an USDS that did not previously
Indicate the chemical identity. One
suggestion by commenters was to allow
facilities to attach supplements of their
own design indicating the chemical
identities. EPA decided, however, that
because the information on chemical
identity will be provided to EPA in the
unsanitized version of the substantiation
form attached to the MSDS, a
supplement or unsanitized MSDS is
therefore unnecessary. Hence, EPA is
taking the burden reducing step in the
final rule of not requiring an unsanitized
MSDS (though the requirements for
unsanitized copies of sections 311 lists,
312 Tier U forms, and 313 forma remain
unchanged from the proposed rule).
   Three commenters stated that trade
secrecy claims should not be necessary.
under section 322 in cases where a
 specific chemical identity has already
been withheld as trade secret on an
 MSDS under OSHA's Hazard
 Communication Standard. Section 322(a)
 states that a person required to submit
 information under Title III may withhold
 from such submittal the specific
 chemical identity. When the specific
 chemical identity is claimed as trade   •
 secret under th'e HCS, the identity does
 not appear on the MSDS that the facility
 keeps on file under that standard. The ,
 commenters argued that because the
 identity is not present when these
 MSDSs are to be submitted under
 section 311, the submitters are not-
 "withholding" chemical identity and
 thus a claim of trade secrecy under
 section 322 should not be required.
    EPA disagrees with this argument for
 several reasons. First, if a manufacturer
 of a chemical were not required to file a
 trade secrecy claim under Title ffl
 because It had already treated the
 chemical as a trade secret under the
 HCS, the detailed, upfront
 substantiation provisions of section 322
 would be circumvented; The HCS allows
  chemicals to be treated a& trade secrets-
  at the discretion of facilities, provided
  the facility can substantiate the secret if
  challenged. Congress was more strict in
  enacting Title HI in this regard, requiring
  that the claim be substantiated at the
  time it is made.
    Further, under the commentere' view,
  the public would be denied the means to
  petition for review of the trade secret
  claim because no claim would ever have
  been made, and no similar option for
  review by the general public exists
  under the HCS. Therefore, EPA requires
   that a claim of trade secrecy must be
   filed for section 311 MSDS submittals
even when the chemical identity is
previously withheld from the MSDS as
trade secret under the OSHA HCS.       j
  Reporting of mixtures on the MSDS is  r
discussed below.                      ,
Claims of Trade Secrecy for the Section  I
311 List
  The list option under section 311 is    ;
structured so that submitters may report ;
either the chemical or common names of
a chemical on the list Submitters       :
wishing to claim chemical identity as    j
trade secret must submit to EPA an      j
unsanitized version of the list which
contains the chemical identity or        \
identities which are being claimed. The
submitter must also send a sanitized    :
version of the list in which the chemical
identity or identities are replaced with
generic classes or categories. When     j
more than one chemical is claimed as a  i
trade secret, to avoid confusion the..
order, of chemical names found on the
unsanitized list must match the order of
generic classes or categories found on
the sanitized list As with all other trade '<
secrecy claims under Title HI, submitters ;
must also send to EPA a sanitized and   ;
unsanitized version of the
 substantiation. Claims should be
 packaged as described in section H.B.l
 of this preamble and in the instructions !
 to the substantiation form.      '       ,
   Since submitters have the option of   .
•reporting chemicals on the section 311   ,
 list by either chemical or common name,;
 some submitters may believe that even •
 with the use of the common name trade
 secret chemical identity will be
 revealed. In this instance submitters    ;
 may want to make a claim of trade     j
 secrecy for the chemical identity.
 However, in other instances, as        >
 commenters noted, the use of the       ;
 common name may sufficiently protect ;
 trade secret chemical identity, and the  ;
 submitter may decide that no trade    :
 secrecy claim needs to be filed. LEPCs ;
 may later request the MSDSs for the   ;
 chemicals on the list If the submitter   ;
 has made no trade secrecy claim for the
 chemical on the list (because the use of
  the common name sufficiently protected
  trade secret chemical identity), but the ,
  specific chemical identity is withheld   ;
  from the MSDS distributed to the LEPC,
  then the submitter must, at that time, file
  a trade secrecy claim with EPA       i
  regarding that MSDS.          .       j
  Mixtures Reporting on the MSDS,      i
  Section 311 List, and Section 312 Tier II
  Form                              • i
    For reporting mixtures under sections
  311 and 312 (on MSDSs, lists, or Tier U
  forms) the submitter may provide the  |
  required information on each hazardous
  component in the mixture, or may     ;
provide the required information on the
mixture as a whole.
  If a mixture is reported as a whole by
common name on the section 311 MSDS,
section 311 list, or section 312 Tier II
form, no trade secrecy claim needs to be
filed with EPA if the submitter believes
that common name sufficiently protects
trade secrecy. However, if the common
name or other identifier, e.g., CAS
number, insufficiently protects trade
secret chemical identity the submitter
may file a trade secrecy claim. Claims
are to be made in the manner specified
for the MSDS, section 311 list or section
312 Tier II form, whichever is
appropriate.
  EPA received some comment on the
question of whether trade secrecy
claims need to be made for hazardous  .
components of mixtures reported on the
OSHA MSDS. Commenters indicated
that EPA should consider instances
where tHe specific chemical identities of
hazardous components of mixtures
 would be claimed as trade secret on the
 OSHA MSDS. These commenters argued
 that although OSHA usually requires
 hazardous components to be listed on
 an MSDS when a mixture is reported as
 a whole, section 311 is silent regarding
 whether such hazardous components
 must be submitted. These commenters, ^
 argued therefore, that no trade secrecy
 claim needed to be submitted to EPA for
 those hazardous components listed on
 the OSHA MSDS. EPA believes that
 since Congress authorized the reporting
 of mixtures as a whole under sections
 311 and 312, and since health and safety
 data are provided for the mixtures on
 MSDSs, no trade secrecy claims need to
 be made for hazardous components
 when a mixture is reported as a whole.
  ' Two commenters suggested that to
 reduce the paperwork burden on
 themselves and the Agency, EPA should
 allow trade  secret claimants of mixtures
 to submit one claim rather than several
 claims in the situation where the same
 hazardous chemical is present in many
  different mixtures. This approach is
  permitted in section 311{a)(3) of the
  statute, which states that only one
  MSDS is required to be submitted for
 - each component where the reporting is
  on the hazardous component(s) of the
  mixture, and not on the mixture itself.

 Generic Class or Category
    The procedures for determining
  generic class or category are outlined in
  the Generic Class or Category
  subsection of section II.C.
  E. Claims Under Section 312
    Section 312 requires the submission of
  emergency  and hazardous chemical

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                                                                               /  Rules ant! Regulations
   inv intory forma. Infonnation filed on the
   Tier I emergency and hazardous
   chemical inventory form will not involve
   claims of trade secrecy since chemical
   identity is not requested on the form.
   Trade secrecy claims under section 312
   may involve only Tier II inventory forms
   where the specific chemical identity or
   other specific identifier is reported.
     Submitters are permitted to report
   Tier H chemicals by either chemical or
   common names. In some instances, as
   commenters noted, the use of the
  -common name may sufficiently protect
   trade secret chemical identity, and the
   submitter may decide that no trade
   secrecy claim needs to be filed.
   However, some submitters may believe
   that even.with the use of the common
   name trade secret chemical identity will
   be revealed. In this instance submitters
   may want to make a. claim of trade
   secrecy for the chenucalidentiry.
    To make a trade secrecy claim on the -
  Federal sectiou312 Tier II inventory
  form, the submitter must check the trade
  secret box which appears to the right of
  the space for chemical identity on the
  form. EPA must receive an unsanitized
  copy of the form, which will include the
  trade secret chemical identity. EPA must
  also receive a sanitized version of the
  form which must be a duplicate of the
  original except thai the chemical
  identity will be deleted and in its place
  the generic class or category of that
  chemical will be inserted. The two
  copies should be attached by rubber
  band or binder clip (not stapled) to each
  other, the unsanitized form on top and   *
  the sanitizedfonn on the bottom. When
 more than one chemical is claimed as a
 trade secret to avoid confusion the
 order of chemical names found on the
 unsanitized Tier E form [the top page)
 must match the order of generic classes
 or categories found on the sanitized
 form. The sanitized Tier H form should
 be sent to the requesting State
-emergency response  commission, local
 emergency planning committee, or fire
 department In addition, a sanitized and
 unsanitized substantiation must be
 included for each chemical claimed as
 trade secret a» explained in section
 H.G. of this preamble. Claims should be
 packaged as described in section ILB.1
 of this preamble and  in the instructions
 to the substantiation form.
   A few States have expressed an
interest in using State-designed Tier II
inventory forms rather than the Federal
inventory form. Under § 370.41 of the
final rule for sections .311 and 312,
facilities will meet section 312  '
requirements if they submit the Federal
form, an identical State form, or an
identical State form with supplemental
                                                                        28783
   questions authorized under State law. If
   a submitter wishes to make a trade
   secrecy claim, however, it must use the
   Federal form as its section 312 Tier II
   submittaL EPA believes it cannot accept
   State forms for this purpose because
   State forms may contain additional
   information not required under this
   Federal law, some of which may be
   confidential and EPA does not wish to
   accept extraneous confidential materials
   requiring confidential handling under
   State law. State forms that collect
   confidential information under State
   right-to-know laws are covered under
   State confidentiality laws.
    Claims of confidentiality regarding the
   location of chemicals in facilities are not
   covered by Title m trade secret
   protection. The confidential location
   information should not be sent to EPA,
   but only to the requesting entity. This
  information will be kept confidential by
  that entity onder section 312(d)(2)(F)
  which refers to section.324. Section
  324{a) state* that upon request by a-
  facility owner or operator subject to the
  requirement&of section 312, the State
  emergency response commission and
  the appropriate local emergency
  planning committee most withhold from
  disclosure the location of any specific.
  chemical required by section 312(d)(2) to-
  be contained in a Tier H inventory form.
  Thiff process of confidential treatment of
  location information is separate from
  the process for treatment of trade secret
  information contained in the nile for
  section 322.
    G. Initial Substantiation
 F. Claims Under'Section 313

   Trade secrecy claims under section
 313 must include a copy of the toxic
 release inventory form. This form is
 published at 53 FR 4540. The submitter
 must check the box on,the form
 indicating a trade secrecy claim and
 include a generic class or category. This
 generic class or category must be
 structurally descriptive of the chemical
 claimed as trade secret as described in
 the Generic Class or Category '
 subsection of section II.C. of this
 preamble.
   EPA must also receive a sanitized
 copy of the toxic release inventory form
 which is identical to the original except
 that the chemical identity will be
 deleted, leaving the generic class or
 category. A substantiation for each
 claimed chemical identity must also be
 submitted^ as described in section H.G.
 below. Claims should be packaged as
 described in section ILB.1 of this
preamble and in the instructions to the
substantiation form.
     Section 350.7 of the proposed rule
   required that all claims of trade secrecy
   must be substantiated by the claimant
   providing specific answers to seven
   questions set forth in the section. The
   answers to each of the questions posed,
   or an explanation as to why that
   question is not applicable, were to be
   provided on the substantiation form in
   § 350.27 and to accompany the
   submission. The questions posed in the
   rule (and the identical questions on the
   form) were based on the four statutory
   criteria in section 322(b) of Title III and
   are intended to elicit from a submitter
   all the information necessary to fulfill
   the statutory criteria.
     The information submitted in
   response to these questions is the basis
   for EPA's initial determination as to
   whether the substantiation is sufficient
   accordmg to the statutory criteria to
   support a claim of trade secrecy.
   Consequently, the role of the initial
   substantiation in the trade secret
   protection process as well as the
   specific language of individual questions
   asked under § 350.7{a) received
   considerable comment.
    A description of the relationship
  between the .rule and the statutory
  scheme is as follows. The first decision
  EPA must make after receiving a
  petition to disclose trade secret
  chemical identity or after initiating such
  a decision on its own concerns the
  sufficiency of the trade secret claim, that
  is, whether, assuming all assertions
  made in support of the claim are true.
  the assertions are sufficient to support a
  claim of trade secrecy for the chemical
  identity. EPA must make this
  determination of sufficiency based
  solely on the information which the
  trade secret claimant submits in the
  substantiation included with its Title III
  submission. See section 322(d)(2). It is
  only when a submitter's claim is deemed
 sufficient that it is entitled to
 "supplement the explanation with
 detailed information to support the
 assertions." See section 322(d)(3)(A).
 Then. EPA is to determine whether the
 "assertions in the explanation are true
 and the specific chemical identity is a
 trade secret" See section 322(d)(3)(B).
   A major concern of several
 commenters was that the initial
 substantiation requirements were too
 detailed and burdensome, and that they
 undercut the statutory scheme noted
 above. Commenters argued that
 Congress clearly intended to establish a
 two-step process for substantiation of
 trade secrets, as expressed in section
322(d)(3)(A). The commenters asserted

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28782        Federal Register / Vol. 53. No. 146 / Friday. July 29. 1988 / Rules and Regulations
that the proposed rule blurred the
distinction between the two-step trade
secret substantiation process by
requiring the "detailed information"
Initially.
  The commenters proposed several
options to remedy their concerns. The
commenters argued that claimants
should be allowed to make assertions in
the initial substantiation and that details
supporting the assertion need only be
supplied when a third party files a
petition for disclosure. One commenter
argued the foregoing point by stating
that EPA should merely'accept the
assertion by a submitter that
competitive harm will result if an
alleged trade secret is made public—no
up-front substantiation should be
required for that particular assertion,
and only upon challenge would a
substantiation bs required. The
commenter felt that this option would
assist a company in meeting filing
deadlines because the time-consuming
substantiation form would be delayed
pending a challenge to the claim.
   EPAhas carefully considered the
 commenter's statements. One approach
 that was considered, though not
 adopted, was, instead of utilizing the
 proposad form, listing the four statutory
 requirements as set forth hi the statute ;
 and requesting the submitter to verify
 that it believes it has met these
 requirements. The Agency chose not to
 adopt this method because of concerns .
 that responses might not include the
 specific facts necessary for EPA to
 evaluate the sufficiency of a trade secret
 claim, as Congress required in the
 statute.                  , ,    ,  ,
   The Agency has concluded that while
 Congress did not intend the information
 collected up-front to consist solely of
 conclusory statements parroting the four
 criteria of trade secrecy set forth in the
 statute, neither was an overly detailed
 information collection intended, which
 could prove unduly burdensome. EPA
 has sought to strike a balance between
 these two extremes.
    In striking this balance, the Agency
 has decided to make some changes in
  the rule as proposed (and discussed
 below), in order to lessen the amount of
  detail required in the up-front
  substantiation, so that the reporting
  burden is not so great More specific
  additional details may still be requested
  as supplemental information.
    The Agency iiaa also revised
  1350.7(a) (Substantiating claims of trade
  secrecy) and the substantiation form to
  state that a submitter must assert
  "where applicable" specific facts. This
  change Is intended to reduce uncertainty
  as to when detail is required and to
  relieve claimants of the burden of
having to certify as true speculative
statements or negative conclusions,
which commenters pointed out as a
problem with some of the questions as
proposed. EPA is concerned that
adoption of this change might encourage
claimants to not provide specific detail
in many cases where their assertions
require it; the change is not intended to
relieve submitters of this responsibility.
  The comments also raised issues
concerning several of the individual
questions or sub-parts to questions,
proposed in § 350.7(a), and these are
discussed individually below.
  Question 1. The question as proposed
read: "Describe the specific measures
taken to safeguard the confidentiality of
the chemical identity claimed as trade
secret."
  Two comments were received
concerning the text of Question 1. These
comments stated that the question
requested information, not required by
the AcL^Jowever, the Agency disagrees
since the statute in specific terms
requires this information. Basic to the
law of trade secrets is the requirement
that the owner of a trade secret has
•taken steps to protect the secret from
disclosure. Therefore, the question is a
necessary and required first inquiry in
 determining whether Jtrade secret  •
 protection is- warranted for the1 specific
 chemical identity.
  .The Agency also received comments
 that proposed Question 1 did not request
 all the information specifically required
 by section 322(b) of the statute; that is,
 whether the submitter intends to
 continue taking measures to safeguard
 its trade secret information. The
 commenter also noted that this
 information was expected under the
 sufficiency criteria. (See discussion of
 sufficiency criteria below under section
 IV.C.) The Agency agrees with the
 commenter that such information is
 required, and has revised Question 1
 accordingly.
   Question 1  has been revised to read
• as follows: "Describe the specific
 measures you have taken to safeguard
 the confidentiality of the chemical
 identity claimed as trade secret, and
 indicate whether these measures will
 continue in the future."
    FULUIEAG *** UftW *»•»»»»«•
    Question 2; The question as proposed
  read: "Have you disclosed this chemical
  identity to any person not an employee
  of your company or of a local. State or
  Federal government entity, who has not
  signed a confidentiality agreement
  requiring them to refrain from disclosing
  the chemical identity to others?"
    Section 350.7(a)(2) and Question 2 ask
  whether the submitter has disclosed the
  chemical identity to any person not a
  company or government employee who
has not signed a confidentiality
agreement. The one significant comment
pn the question noted that the proposed
regulation specifies a signed
jconfidentiality agreement, whereas, the
statutory language upon which this
Question is based requires persons
claiming a trade secret to show that
persons dealing with the alleged trade
isecret are "bound by a confidentiality
iagreement." The form of the agreement
:is not specified. The commenters cited
I State law, common law, and custom as
! establishing that unwritten trade
secrecy agreements are enforceable.
i  EPA agrees with the commentera that
Congress did not specify that the
i confidentiality agreement must be a
written document. Indeed, the purpose
i of the question is to ascertain whether
; there exists a confidential relationship
between a submitter and other parties
i that would prevent disclosure. The
; threshold test for a confidentiality
i agreement is whether it is legally
j enforceable. Although having a written
agreement, as proposed, simplifies
' substantiation of the fact that the
information was treated as a trade
' secret and steps were taken to secure  its
i secrecy, EPA agrees that the
! requirement for a written agreement is
I not specified by Congress and the intent
i of the requirement can be met without a
 writing.
i   One minor comment was received
' which did not require any change in the
! rule. Several commenters cited to
; situations in-which a trade secret is
 inadvertently disclosed; however, the
i company does not sustain an injury
! because the error is corrected before the
• trade secret falls into the hands of a
! competitor. They requested that
' Question 2 of the Proposed Form be
; expanded to allow for explanation of
 inadvertent or mistaken disclosures that
i were promptly corrected or retrieved
i before competitors became aware of the
j disclosure.
!    The Agency does not believe that any
•  change in the form or question was
i  necessary in response to this comment.
 The submitter must answer
;  affirmatively to Question 2, but then
  should attach an explanation. EPA will
:  consider the explanation in the context
  of all the other steps the submitter has
1  taken to protect the trade secret.
'•    EPA has deleted the reference to a
:  "writing" in the final § 350.7(a)(2) and
  Question 2. The final Question 2 reads:
  "Have you disclosed the information
  claimed as trade secret to any other
  person (other than a member of a local
  emergency planning committee, officer
  or employee of the United States or a
  State or local government, or your

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                          y''23' 198a f Rules'. and Regulations
                                                                                                               28783
 employee) who is not bound by a
 confidential^" agreement to refrain from.
 disclosing   - trade secret to others?"
 This formulation of the question avoids
 the double negative in the proposed
 question about which some commehters
 complained.
   Question 3. The question as proposed
 read: "List all local, State, and Federal
 government entities to which you have
 disclosed the specific chemical identity.
 For each, indicate whether you asserted
 a confidentiality claim for the chemical
 identity and whether the government
 entity denied that claim."
   One commenter thought that the
 question did not address situations
 where information deemed
 "confidential" is often submitted to the
 government and the claim left
 unchallenged, without a determination
 of the claim's validity. The commenter
 stated that even if the claim is not
 expressly, denied, it is possible that the
 confidentiality claim would be denied if
 eventually reviewed.     '    .
   . In this question, EPA is attempting to
 ascertain the submitter's efforts to
 protect its trade secret The most
 important elements of this question are
 whether chemicalidentity was.
 previously claimed as trade:secret and ,
 whether the claim was ever denied. If •-.-  •..
 the .claim of trade secrecy was. denied
 and the chemical identity, .therefore
 made public, the submitter would not be; .
 able to meet the statutory test for     .
 confidentiality. Therefore the Agency
 will not revise Question 3 to include the
 question of whether the submission was
 reviewed under the other authority.
   Several commenters questioned
 whether an explanation should be
 permitted in instances where there is a
 qualified or partial grant of.
 confidentiality by a government entity,
 or of where a prior determination does
 not affect the current claim. One
 commenter stated that Question 3 does
. not consider the potential situation of a
 qualified or partial grant of         ...
 confidentiality by a government entity,   ••
 since the question does not request an
 explanation in the event that a
 particular government entity has denied
 a trade secrecy claim. The commenter
 asserted that there may be
 circumstances in which a partial or total
 denial of the claim should not adversely
 affect the claim being made under Title
• III. A second commenter observed that
 the fact that the specific chemical
 identity of a chemical has been
 disclosed hi some context in the past
 should not result in forfeiture of trade
 secret status if the disclosure was not
 tied to the specific Title HI information   .
 that is at issue..
   Another aspect to this issue is raised
 by a third commenter who alleged that
 Question 3 does not take into
 consideration the trade secret status of
 chemicals whose identity may have
 been disclosed to a government agency
 under circumstances where the
 confidential connection to the
 submitting firm remains undisclosed.
 Specifically, the commenter cites to the
 nonconfidential Toxic Substances
 Control Act (TSCA) inventory where'
 specific chemical substances are
 reported without claims of
 confidentiality because the inventory is  -
 compiled in such a manner as not to link
 a chemical with a firm.
   The Agency must collect information
 on whether the submitter has disclosed
 the information claimed as trade secret
 to a State, local or Federal agency,
 including previous disclosures to EPA
 under Title m or other statutes, and the
 steps the submitter took to protect this
 data. In doing so, the Agency, is also-
 attempting to discover whether there
 has been a public disclosure of the  '
 information. Submitters who believe it
 necessary to explain special
 circumstances may do so. The Agency
 also wishes to point out that it is
'sometimes possible to fink specific
 chemical'substances with the reporting
 firm under the non-confidential TSCA
 inventory. The submitter must have
 claimed the information reported as
 confidential to assure that there is no
 link under the inventory.
  One commenter stated that if
 "disclosure" was defined too broadly it
 would negate the intent of the
 Community Right-to-Know aspect of
 Title IIL A company might be reluctant
 to share information with an LEPC to
 avoid being held to have disclosed the
 trade secret However, the commenter's
 discussion seemed to indicate that the
 information being provided to the LEPC
 would be health and safety data, not the
 specific chemical identity which
 constitutes the trade secret Therefore,
 the situation described by the
 commenter would not constitute a
 disclosure of the trade secret; and the
 Agency has decided that no revision to
 the final rule is necessary to respond to
 this comment
  Question 4. Proposed § 350.7(a)(4) and
 Question 4 require trade secret
 claimants to substantiate the harm to
 their competitive position that would
 result from disclosure of the information
 claimed as trade secret The proposed
 Question 4 provided:
  (1) In order to show the validity of a trade
 secrecy claim, you must identify your specific
 use of the substance claimed as trade secret
.and explain why it is a secret of interest to
 competitors. Therefore:    .    ."...,
  [a] Describe the specific use of the
 chemical substance, identifying the product
 or process in which.it is used. (If you use the
 substance other than as a component of a
 product or in a manufacturing process.
 identify the activity where the substance is
 used.)
  (b) Has your company or facility identity.
 been linked to the specific chemical identity
 of the substance in publications or other
 information available to the public (of which
 you are aware}? Q Yes D No. Is this linkage
 known to your competitors? O Yes Q No. If
 the answer to either question is yes, explain
'why this knowledge does hot eliminate the
 justification for trade secrecy.
  (c) If this use of the substance is unknown
 outside your company, explain how your '
 competitors could deduce this use from
 disclosure of the chemical identity together
 with other information on the form.
  (d) Explain why your use of the substance
 would be valuable information to your
 competitors. .

  Several commenters asserted that it is
 unreasonable for the Agency to require
 claimants to characterize their
 competitors' knowledge of the
 information claimed to be trade secret,
 as in-Questions .4 (b) and (c). They
 argued that  it is impossible to.state what
 someone else knows, and that the
 inability to provide an accurate
 assessment  pf what competitors know
 should not endanger  a trade, secret
 claim. This requirement was also
 claimed to be inconsistent with the
 common law of trade, secrecy* which
 does not require a trade secret claimant
 to show the  knowledge, motivation, or
 capabilities of its competitors in order to
 avoid forfeiture of a trade secret.
 Moreover, commenters argued, a
 substantiation .should not be determined
 insufficient on the basis that a
 competitor is aware of the claimant's
use of a substance. As long as the
information  confers an advantage on the
firms that do know it and it is treated as
a secret by each of them,  the
information  should qualify for trade
secret status. Finally, one commenter
went so far as to suggest that any
reference to competitors' knowledge
should be deleted altogether.
  The problem of requiring claimants to
assert facts concerning the knowledge of
competitors  is related to a more general
complaint of commenters that the
criteria of proposed § 350.7 tended to be
phrased as "negative conclusions,"  and
thus were difficult to prove. Commenters
asserted, that these provisions would
place claimants in the untenable
position of being required to certify the
accuracy of statements that cannot  be
anything more than speculation.
  Commenters are correct in stating that
trade secrecy claimants should not be
required to certify to the truth of

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28784
Federal Register  /  Vol. 53, No. 148 / Friday. July 29.1988 / Rules and Regulations
speculative statements. It is also true
that more than one person can claim
trade secrecy protection regarding the
same information. Nevertheless, one of
the factors that the Agency must
consider in determining whether  •
information is a trade secret Is the
extent to which the information is
known outside of the claimant's
business. Therefore, claimants should be
required to address their competitors'
knowledge if they know whether such
knowledge exists.
  Accordingly, the Agency has revised
§ 350.7(a]{4) and Question 4 to require
claimants to characterize their
competitors' knowledge of the
information claimed as trade secret, to
the extent that they know whether such
knowledge exists.
  One commenter also stated that the
term "substance" is used for the first
time in substantiation Question 4, is not
defined, and therefore is ambiguous. The
commenter suggested that EPA define
the term or, preferably, replace it with a
term that is already among the term*
used in the rule. In order to conform
Question 4 with terminology used
throughout the rule. EPA has replaced
the term "substance" with the phrase
"chemical claimed as trade secret" in
the final rule.
  Several individual questions within
Question 4 also received comment, and
are discussed in order.
  Question 4(a). This question asks the
submitter to describe the specific use of
the chemical substance, identifying the
product or process in which it is used.
One commenter suggested that EPA
delete the term "specific" as it relates to
the use or process of the chemical being
described because no more than a
general description is necessary here.
The commenter also asked the Agency
to clarify that a facility need only
provide process or use information that
Is relevant to the claim being made, Le.,
that the claim of trade secrecymay not
relate solely to the use of the chemical,
but may relate to other factors.
   EPA disagrees with the commenter on
the specificity of use information that is
required. Such information is always
relevant to a trade secrecy claim.
Although information regarding use may
not always be sufficient, standing alone,
for the Agency to determine the validity
of a trade secrecy claim, it is necessary
 information in the Agency's evaluation
 of the claim which should, together with
 other required Information, enable the
 Agency to make the determinations
 required by Title EL Accordingly. EPA
 has retained the requirement for
 Information regarding the specific use hi
 the final rule, but has revised
 § 350.7(a](4)(i) and Question 4(a) to   -
                         substitute the term "chemical" for      !
                         "substance" (as explained above).      \
                           Question 4(b). This question asks
                         whether the company or facility identity
                         has been linked to the specific chemical
                         identity of the substance in publications
                         or other information available to the
                         public and whether this linkage is      j
                         known to competitors. The one comment!
                         received  suggested that the subquestion,'
                         "Is this linkage known to your         !
                         competitors?", should be deleted,     .  :
                         because the claimant cannot know the  \
                         answer, making it speculative. Further,  ;
                         the commenter stated that even if the  - •
                         linkages were known by a competitor,
                         this would not necessarily render the'  ;
                         trade secret invalid.                  ;
                           As discussed above. EPA agrees that
                         the knowledge of competitors may not
                         be known. EPA has amended the final  i
                         rule to reflect this change. In addition,
                         EPA added a reference; to patents in this
                         question* which are a subset of
                         publications. The discussion under
                         Question 7 describes in detail the
                         reasons why the'requirements of the   ;
                         substantiation dealing with patents can
                         be adequately addressed in the modified
                         Question 4{b). Therefore, in the final   ;
                         rule, § 350.7(a)(4)(ii) and Question 4(b)  i
                         have been revised to read as follows:  !
                         "Has your company or facility identity  !
                         been linked to the specific chemical   j
                         identity claimed as trade secret in a   *;
                        . patent, or in publications or other      >.
                         information sources available to the   i
                         public or your competitors (of which you
                         are aware)? If so. explain why this     |
                         knowledge does not eliminate the      I
                         justification for .trade secrecy."
                           Question 4(c). The question asks the  \
                         submitter to explain how competitors  ;
                         could deduce a trade secret use from
                         disclosure of the chemical identity
                         together with other information on the  '
                         reporting form. One commenter stated  ,
                         that this question should be deleted as  !
                         speculative. The commenter argued that
                         if chemical identity as' related to use   :
                         could be deduced from other          i
                         information on a Titie m submission,.  '
                         there would hardly be reason for the   [
                         claimant to incur the time and expense .
                         of submitting a trade secrecy claim.    j
                         Another commenter argued that this   i
                         question and Question 4(d) (discussed  •
                         below) appear to be more appropriate  ;
                         for substantiating claims of use        >
                         confidentiality than.chemical identity  j
                          confidentiality. The commenter argued !
                          that a competitor may be able to       [
                         determine information on a generic    ]
                          basis sufficient to recognize the specific;
                          information it needs in order to learn the
                          trade secret The commenter stated that;
                          a company should be able to protect   !
                          itself from future competitors as well as;
                          present ones.           .            >
  The Agency is not persuaded by
comments that Question 4(c) should be
dropped from the substantiation that
must be provided by each claimant."
Regarding the supposed distinction
between use confidentiality and
chemical identity confidentiality, the
two concepts are not mutually
exclusive. Rather, information on the
use of a chemical is necessary to
determine the validity of a trade secrecy
claim as to the identity of that chemical.
  The final rule, however, contains a
revision of § 3S0.7(a)(4)(iii) and Question
4(c) that substitutes "chemical claimed
as trade secret" for the term
"substance."
  Questioned). The question requires
the submitter to explain how his use of
the substance would be valuable
information to competitors. One
commenter asked the Agency to clarify
that submitters are not required to
include a.dollar estimate in their
statement of "value," particularly since
such an estimate would be speculative
and, therefore,, would not be certifiable
as a "specific fact" Another commenter
suggested that this question be revised
to read, "Explain why the information
for which chemical identity is being
claimed trade secret would be valuable
information to other business entities."
This commenter stated that it is not only
"competitors" but other business
entities, that could use trade secret
information to the detriment of the
claimant
  First EPA does not intend for
submitters to provide a dollar estimate
as the sole measure of value in Question
4(d). Such a requirement would indeed
put submitters in the position of
certifying what could be highly
speculative information. Reasonable
dollar estimates may be worthwhile in
the final determination, and may be
requested as supplemental information.
Second, the law of trade secrecy refers
to "competitors," not "other business
entities," as the universe of entities
against whom trade secrecy protection
applies.
   The only change that has been made
to § 350.7(a)(4) and Question 4(d) in the
final rule has been the substitution of
the term "chemical" for the term
"substance."
   The final version of question 4 reads:
"In order to show the validity of a  trade
secrecy claim, you must identify your
specific use of the chemical claimed as
trade secret and explain why it is a
secret of interest to competitors. •
Therefore:
   (i) Describe the specific use of the
 chemical claimed as trade secret
 identifying the product or process in

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              Federal Register / Vol. 53. No. 146 / Friday, July 29, 1988 / Rules and Regulations
                                                                      28785
which it is used. (If you use the chemical
other than as a component of a product
or in a manufacturing process, identify
the activity where the chemical is used.)
  (ii) Has your company or facility
identity been linked to the specific
chemical identity claimed as trade
secret in a patent, or in publications or
other information sources available to
the public (of which you are aware}? If
so, explain why this knowledge does not
eliminate the justification for trade
secrecy.
  (iii) If this use of the chemical claimed
as trade secret is unknown outside your
company, explain how your competitors
could deduce this use from disclosure of
the chemical identity together with' other
information on the Title DI submittal
form.
  (iv) Explain why your use of the
chemical claimed as trade secret would
be valuable information to your.
competitors."       .    .  .    '
  Questions*The proposed Question 5.
read: "Indicate the nature of the harm to
your competitive position mat would
likely result from disclosure of the
specific chemical identity, including an
estimate of the potential loss of sales or
profitability.".
  Two commenters stated that an
estimate of the potential loss of sales or
profitability should not be required. One
of these commenters asked EPA to
indicate in the  Preamble to the final rule
that detailed information need not be
submitted in response to this question at
the time of an initial submission. The
commenter stated that this question
would be time-consuming due to the
amount and diverse sources of
marketing and  other data required to
provide an accurate estimate.
  A more detailed estimate of the
potential loss of sales or profitability
may be more appropriate as part of a
supplemental substantiation (at which
time EPA assesses the factual accuracy
of the submitter's assertion). The
purposes of an initial substantiation
may be fulfilled by requiring a
description of the nature of harm to
competitive position that may result
from trade secret disclosure, and an
explanation of why such harm would be
substantial. EPA agrees with these
commenters, and has dropped the
requirement to develop a loss of sales
estimate as part of the initial
substantiation.
  One commenter requested that EPA
recognize that trade secrets developed
by "serendipity" are protectable under
section 322 of Title in. The commenter
noted that although the submitter may
not have gone to any great expense to
develop the trade secret, the secret
nevertheless may be of great value to    -
 the submitter. This is consistent with the
 intent of the statute and the sufficiency
 criteria described hi the final rule. The
 costs discussed in the rule relate to the
 cost to a competitor of replicating the
 information, not to the owner of the
 information in developing it originally.
 Although information will not be
 protectable as trade secret if it is readily
 available public knowledge, nothing will
 prevent the protection as trade secret
 information which the claimant has
 discovered with minimal effort by a
 stroke of good fortune.
  Accordingly, EPA has revised
 § 350.7(a)(5) and Question 5 to read as
 follows: "Indicate the nature of the harm
 to your competitive position that would
 likely "result from disclosure of the
 specific chemical identity, and indicate
 why such harm would be substantial."
  Question 8. The proposed question 6
 read: "To what extent is the substance
 available to the public or your
 competitors in products, articles, or
 environmental releases?
  Describe the factors which influence
 the cost of determining.the identity of
 the substance by chemical analysis of
 the product, article, or waste which
 contains the substance (e.g., whether the
 substance is in pure form or is mixed
 with other substances), and provide a •
 rough estimate of that cost"
  The issue of discovery of a chemical
 by reverse engineering arises in
 Question 6 of the substantiation form,
 § 350.7{a){6}, although the term "reverse
 engineering" is not mentioned in the
 question. This section of the
 substantiation is derived from the fourth
 statutory criterion (that chemical
 identity is not readily discoverable
 through reverse engineering) and the
 question requires answers that reflect
 on whether the trade secret claimed can
 be reverse engineered.
  Most comments regarding reverse
 engineering focused on the difference
 between the proposed rule's use of the
 term' "reasonably learn" as opposed to
 the statutory term "readily
 discoverable" as the appropriate
 standard of sufficiency for evaluating a
 chemical's susceptibility to discovery by
 reverse engineering. Commenters
 generally objected to the proposed rule's
 use of the term "reasonably learn",
 primarily on the basis that it would
 provide less protection for trade secrets
 than would the statutory standard
 "readily discoverable." The statutory
 term was also favored because it is a
 generally accepted and understood term
 employed in analytic chemistry,  while
 "reasonably learn" is not
  Most commenters who addressed this,
issue explained that given sufficient
 time and ample resources, the discovery
  of almost any chemical by reverse
  engineering would be considered
  "reasonable." The commonly
  understood def-'tion of the summary
  standard, on the other hand,  takes into
  account whether the time and resources
  necessary to successfully reverse
  engineer a product are readily available.
  Conversely, one commenter supported a
  definition that would deny trade secret
  protection if an identity is at all
  discoverable by re verse, engineering.
    Essentially, the reasonably learn
  versus readily discoverable issue is a
  matter of terminology. The Agency's
  choice of the term "reasonably learn" in
  the proposed rule was derived from the
  statute's directive in section 322(c) that
  the regulations regarding reverse
  engineering be "equivalent to
  comparable provisions" in OSHA's  :
  Hazard Communication Standard, and
  any revisions to the HCS required by
  United States Steelworkers v. Auchter,
  783 F.2d 728 (3d Cir, 1985).
    The definition of trade secrecy in the
  HCS was determined by the Auchter
  court to be-legally deficient with respect
  to determining the legitimacy of trade
  secret claims because it failed to
-  account for a chemical's susceptibility to
  reverse engineering. The revised HCS
  accordingly adopted the Restatement's
  definition of trade secret as an
  appendix, which requires consideration
  of the ability of others to discover the
  secret bylegitimate means, including
  reverse engineering.
    It is apparent from these revised
  OSHA regulations, as well as from the
  Restatement's definition and applicable
  case law, that the generally understood
  meaning of "readily discoverable" by
  reverse engineering requires that the
  chemical identity at issue be
  discoverable using readily available
  equipment, generally known analytic
  techniques, and that the required costs,
  time, and resources are reasonable
  considering the benefits derived. This is
  the standard the Agency intended by its
  initial choice of the "reasonably learn"
  language. The Agency also intended.
  with the use of this language, to avoid
  denying trade secrecy claims on a
  purely theoretical ability to reverse
  engineer, since this would disregard the
  costs involved.
   The Agency has replaced the term
  "reasonably learn" with "readily
  discoverable." This standard is
  consistent with the revised OSHA HCS
  and the holding of Auchter. as directed
  by section 322(c). In order to avoid any
  confusion about the applicable
  standard, and to make it as consistent
  as possible with  the HCS, the Agency
  has also adopted the Restatement   -

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287B8       Federal Register / Vol. 53, No. 146 / Friday, July 29. 1988 / Rules and Regulations
defnitlon of trade secret as an
appendix.
  These changes should be recognized
as changes in terms solely for the
purpose of promoting clarity; it does not
indicate a substantive change in the
standard.
  Commenters also perceived other
practical and legal problems arising
from the proposed trade secret
definition with respect to reverse
engineering. Section 350-7(a)(6) and
Question 6 of the proposed rule
requested trade secrecy claimants to
"provide a rough estimate of [the] cost"
of determining the identity of the trade
secret substance through reverse
engineering. The development of such
cost estimates was considered useful by

consider in determining whether a trade
secret is readily ascertainable by
reverse engineering! Commenters
nevertheless pointed out difficulties,
such as that developing a prccstimate of
the costo to reverse engineer would be
speculative owing to the uncertainties of
analytic chemistry, and that the costs
wUl vary widely from company to
company for analysis of similar
chemical compounds because of
differences in available resources and
equipment and in the level of training
and sophistication of those conducting
 the analyses.
   Definitional problems were-also
raised, such as whether the cost
 estimate should include costs other than
 those to conduct the chemical analysis
 (i.e., the costs to develop and replicate
 the product once the chemical
 constituents have been identified), and   ,
 whether the  estimates should include
 the cost of the necessary equipment
 Commenters also noted that the
 uncertainty of reverse engineering costs
 contributes to the trade secret's
 protection, since unknown costs may
 influence a competitor's decision not to
 undertake such an analysis.
    The concerns regarding the possible
 compromise of trade secret protection
 by providing an estimate of the costs to
 reverse engineer seem to be the result of
 some confusion about the rule's
 requirements. If cost information is itself.
 confidential information that
 information may be claimed as such on
 the trade secret substantiation.
    Nevertheless, trade secret law
 requires some indication of the cost to
 discover the trade secret in order to
 Jetermine the validity of the claim. If the
  cost of Identifying the trade secret by
  reverse engineering exceeds the value of
  the trade secret itself, the trade secret is
  not considered to be readily
  discoverable. However, as one
  commenter correctly pointed out, cost is
an inexact proxy for the pertinent
factual determination of whether the
trade secret is disclosable by reverse
engineering. The variation in resources
available to different companies also
makes dollar comparisons difficult,
thereby lessening the value of dollar-
specific estimates.
  While it is impossible to determine
the ease or difficulty of reverse
engineering without considering the •
costs and equipment involved, it is
apparent that the requirement to
develop specific dollar estimates will
not appreciably further the inquiry at
the initial stage of substantiating a trade;
secret under Title ffl. More useful to the
analysis are the descriptions of the
factors influencing the cost of
identifying the substance sufficient to  i
disclose the trade secret through
chemical analysis. Accordingly, the
Agency in the final rule has deleted the
requirement to provide a "rough cost
estimate" of the costs of reverse       '
engineering in the substantiation form,
but has retained the requirement- to    ;
provide a description of the factors that
influence the costs of analysis.        ;
   Claimants may still be requested to
develop cost estimates as supplemental i
information following the initial review
of the substantiation. The descriptions
of cost factors in the substantiation must
be as specific and detailed as         :
practicable and should include        ;
 information regarding the level of
 expertise needed, the type of equipment
 required, the time involved, and so forth.
 It is in the submitter's best interest to
 provide a well-detailed description of  '
 those factors that are indicative of cost,
 so that the Agency can make a realistic;
 appraisal of this express statutory    '•
 criterion. The failure ,to provide a     !
 sufficiently detailed description will
 likely jeopardize a trade secrecy claim.
   Section 350.7(a)(6) and Question 6 of ;
 the trade secret substantiation form   :
 request information regarding the trade
 secret chemical's availability in both
 final products and in environmental   :
 releases. Commenters objected to the
 requirement to assess availability in
 environmental releases, citing myriad '•
 practical problems attendant to
 analyzing waste streams, such as the  ;
 extent to which a waste flow may be
 treated prior to discharge, varying flowr
 rates, dilutions, unintended reactions, ',
 the presence of impurities, and similar :
 factors. These factors are asserted to  ,
 make it economically impractical to
 conduct such a chemical analysis, and.'
 to adversely affect the ability of      ',
 presently-available technologies to    '
  detect the chemical at all.           :
 •  The Agency recognizes that, as a   i
  practical matter, the likelihood of    ;
 successfully identifying a chemical
 present in facility wastes is less than the
 likelihood for analysis of a finished
 product available on the open market.
 Nevertheless, the assessment of whether
 the chemical identity is discoverable in
 a waste stream or release is not
 significantly different from the same
 assessment for the discoverability of a
 chemical present in a product available
 to the public or competitors. The salient
 question is, given the compound or
 mixture under scrutiny, can it be readily
 reverse engineered to identify the
 chemical that is claimed as trade secret.
 In order to address those cases in which
 a release is of sufficient purity such that
 the chemical is susceptible to discovery
 through reverse engineering, or where
 technological advances make such
 analysis feasible, this factor has been
 retained in the final rule.
    Commenters also suggested that
 presumptions be established against a
 product's susceptibility to reverse
 engineering in certain cases. However,
 because assessing whether a "secret"
 can be discovered by reverse
 engineering or other investigatory
 method is fact-specific and often a
 unique inquiry, the Agency does not
 believe that a decisionmaking process
  punctuated by presumptions in lieu of
  specific fact-finding is useful or
 • appropriate.
    One commenter questioned whether a
  history of disinterest on the part of
  competitors in the trade secret chemical
  should be taken into consideration in
  determining whether a chemical is
  discoverable by reverse engineering.
  EPA agrees that a history of disinterest
  in a claimant's product is relevant to a
  trade secret claim, as it  is some
  indication that the secret is not
  generally known to competitors. The
  history of disinterest may also be some
  indication that the chemical is not
  susceptible to reverse engineering, but it
  cannot be considered dispositive.
    The final question 6 reads: "(i) To
•  what extent is the chemical claimed as
   trade secret available to the public or
   your competitors in products, articles, or
   environmental releases? (ii) Describe the
   factors which influence the cost of
   determining the identity of the chemical
   whose identity is being claimed trade
   secret by chemical analysis of the
   product, article, or waste which contains
   the chemical (e.g., whether the chemical
   is in pure form or is mixed with other
   substances)."
     Question 7-. The proposed question 7
   read: "Is your use of this substance
   subject to any U.S. patent?
     If so, identify the patent and explain
   why (A) it does not connect you with the

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/ Vol 53, No.46ri&y,. Jaly 29T1988. / Rules and Regulations
 substance and (B). why it does, not
 protect you from competitive-harm.   ,,;
   Patent Numbefe--Li—_____       : ig
   The commehlecs raised several issues
 concerning the patent question. First   -
 they pointed out that a patent is a
 "publication,"" and., as such, is covered
 by Question 4 ia the substantiation.
 Next, the commenters described several
 situations in which, a patent would not
 reveal the trade secret, for example, the
 specific identify of the valuable
 substance is buried in a large listing of
 substances, or the use- of the identified
 substance is the trade secret (Lew the
 linkage is the trade secret). Also, the
 commenters feared that a "yes" answer
 to Question 7 would disqualify the claim
 for trade secret protection, even though
 trade secret protection and patent
 protection are not identical.
   Merging Question 7 into Question 4pif
 satisfies many of the commenter's
 concernss-Queation 4(n'j now expressly-
 considers patent*, as we!? as any other;  '
 pubfitMtienav far the relevant context of  -
 whether the publication-of the chemical
 identity efimmatea the sobrnftter's date
 for trade secret protection;
   The second issue under Question 7
 that must be-addressed is why patent
 protection doea not adequately protect
 the claimant front competitive- harm;
 Eliminating- Question- 7 does* not leave
 this issue-, unaddressed because of its
 merging into Question 4(ii) and because
 the Agency- intends- to gather additional
 detail on this' issue in supplemental
 question* to the submitter.
   EPA has determined that the
 substance of Question 7 can be   •
 adequately addressed ia Question 4(i%
 on publications, and Question 5 on
 competitive harm. Therefore, Question
 4(ii) has been: amended to specifically
 reference patents, in. the final rule,
 &35a7(a}(4}{ii) and Question 4(ii) reads
 "Has; your company or facility identity
 beere linked to the specific chemical
 claimed as trade secret ia a patent or. in
 publications or other information
 sources available to the public or your
 competitors (of which you- are- aware)? If
 so, explain why this knowledge does not
 eliminate the justification: for trade
 secrecy."
  Finally, commenters raised a question
 about the requirement in the proposed
 rule;, in 5 350,5(g>, that trade secrecy
 claims with missing substantiations or
 lacking a response to each question   .
 would be rejected without notice to the
 submitter, and the chemical identity
would be made available to the public. *
Various, commenters criticized this.
provision as unduly harsh, and noted
that various circumstances could occur,,
such as clerical errors or explanations-
being separated from the substantiation-
       forms whisk could result in. EPA
     „, receiving an incomplete substantiation.
     t EPAagreeaand accoritingry, this
     (,- provision, has been deleted; However, if
       a company's submissions indicate a
       disregard for the rule's requirements,
       EPA will consider this in evaluating
       whether a claim is frivolous.

       H. Substantiation Farm
         A discussion of the comments on and
       changes to each of the questions on the
       substantiation, form is found in. section
       II.G. above; The form itself is designed
       to provide, sufficient space foe
       submiitera to succinctly answer each
       question. The Agency is looking only foe
       specific facts, briefly stated within the
       space permitted-to indicate that the
       submitter has met the prima facie
      > threshold of trade secrecy-If submitters
       believe it necessary to make an
       attachment, they-may, although such
       instances shoal A be rate-Additional
       more extensive facts: can be gathered in
       the supplemental round of questions.
         The Agency also received several-
       public comments oat the certification..
       statement included at the bottom of the
       form. The preamble of the proposed rule.
       required that a corporate officer sign the
       certification; form.Several cdmmenteis
       suggested this was unduly burdensome
       in a large corporation because the
       officer would be required to handle a"
       large number of submissions and would
       not have-personal: knowledge about the
       information contained, ia <«tch
       submission. A few commenters also
       suggested that the word "immediately"
       should be deleted from the phrase
       "based on my inquiry of those
       individuals immediately responsible for
       obtaining the information" because
       large-corporations would have an
       intermediary between the person-
       gathering the information and the signer
       of the certification. Also, the
       certifications for sections 312 and 313 do
       not- contain this- language.
        EPA has added a definition of "senior
       management official"1 to § 350.1 of the
      rule. The certification: form must now be
       signed by an owner, operator ora senior
      management official The Agency
      believes  this requirement balances the
      commenterta concerns of burden on the  -
      • corporate officer who may not have
      personal knowledge of the information  -
      with the need to assure high level
      responsibility for the information on the
      substantiation form, hi accordance with
      Congressional intent. The Agency
      accepts the commenters' reasoning
      concerning the word "immediately" in
      the certification and has deleted the
      word in this final rule.      "   .
        EPA received comment requesting the
      deletion of the last tw* sentences of the
  certification statement. The two-tiered
, substantiation process described in
1 section n.G. allows thetsubmitter to
  supply and the Agency to request more
  factual information concerting the trade
  secret substantiation. EPA is not
  requesting that the up-front
  substantiation contain as much detail as
  was originally proposed, thus there must
  be additional details for some of the
  questions available upon request. This
  requirement will not be deleted.
   The last sentence of the certification
  concerns the penalty for a frivolous
  claim. One commenter requested that
  the Agency not interpret the certification
  requirements to provide a basis for
  asserting individual liability against
  corporate officers. EPA will not delete
  this provision; however, the language
  has been modified. In most cases, the
  company^ not the individual signer,
  would be liable for the civilly or
  administratively, imposed penalty. In
  addition, knowingly providing false or
  misleading statements to the United
  States government is a criminal offense
  under 18 U.S.C 1001. and language  to
  this effect has been added.
   One commenter requested
  clarification as to whether the owner,
  operator or senior management official
 who signs the trade secret certification
 must be the same individual who signed
 the section. 312 or section. 313
 certification. The Agency does not
 require the same individual to sign all
 the forms; the Agency wishes to
 encourage the most knowledgeable
 individuals with sufficient authority to
 sign each certification. This balance of
 knowledge and authority for all sections
 of Title HI may not be possible for one
 individual in a large corporation with
 various divisions.
   Finally, the Agency received one
 comment stating that the phrase
 requiring the official to verify that the
 substantiation was "true,, accurate and
 complete to the best knowledge and
 belief of that official was unduly
 burdensome and defeated the purpose of
 the trade secret provisions. The Agency
 believes that the language in the
proposed rule is appropriate to convey
 the serious nature of the certification
statement and the trade secret
substantiation and has retained it in the
final rula

/. Claims of Confidentiality, in the
Substantiation

  Sometimes the submitter may need to
refer to the chemical identity claimed as
trade secret in the substantiation for
that chemical. Also, in order to supply a
complete explanation of its claim of
trade secrecy, the submitter may include

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28788        Federal Register / Vol. 53. No. 146 / Friday. July 29. 1988 / Rules and Regulations
other trade secrets or confidential
business information in the explanation.
  Section 322(f) allows submitters to
claim as confidential on the
substantiation form any information
which falls within 18 U.S.C. 1905, the
federal Trade Secrets Act, which
requires the federal government to
protect trade secrets and confidential
business information unless another
federal statute authorizes disclosure.
Thus, the information which may be
claimed confidential in the
substantiation includes the specific
chemical identity, as well as any other
trade secret or confidential business
information.
  One commenter requested that the
term "business confidentiality," which is
defined in the Definitions section, be
deleted wherever it appears. The
commenter requests that the term
"confidential business information" be
used in its place. The Agency agrees
that "confidential business information" ,
his 8 common usage hi the law of trade
secrets. However, "business
confidentiality," as  defined in the final
rule, is the same term used in the
Agency's confidential business
information regulations at 40 CFR Part 2.
  To-make these claims, the submitter
must clearly label what information it
considers to be trade secret or
 confidential This' substantiation is to be
 submitted to EPA, along with a sanitized
 substantiation, in which the trade secret
 and confidential business information is
.deleted^ If any of the information
 claimed as trade secret on the
 substantiation is the chemical identity of
 a claimed chemical, then the submitter
 should include the appropriate generic
 class or category of that chemical on the
 sanitized version of the substantiation.
   No substantiation needs to be
 submitted for information that the
 submitter includes  in the substantiation
 and claims as trade secret or
 confidential. The submitter need only
 sign the certification included at the end
 of the substantiation form, as discussed
 above  hi section H. The claims of trade
 secrecy and confidentiality for
 information submitted in the
 substantiation are  not subject  to the
 petition process described below
 because this process applies only to
 claims of trade secrecy for the chemical
 identity made under Title HI. Instead,
 requests for disclosure of other trade
 secret or confidential material must be
 submitted pursuant to the Freedom of
 Information Act regulations under 40-
 CFR Part 2.
    The Agency received a comment
 requesting that the unsanitized
 substantiations be automatically
 classified as confidential under
Executive Order 12600 which sets forth
designation and notification procedures
for confidential business information
under FOIA. The provisions of this rule
are in compliance with the Executive    '
Order; unsanitized substantiations       [
claimed as confidential are treated as    '
such until determined otherwise.
/. Updating Substantiations Submitted
Prior to Final Rule
  Several commenters suggested that, in
order to achieve "fundamental fairness,";
EPA should allow companies that
submitted their Title ffl submittals prior.
to the effective date of this-final rule on  ;
trade secrets to update their            :
substantiations without penalty.  .
  EPA agrees with this comment.
Submitters could not know exactly what:
information would be required on the    j
substantiation form until the final rule
on section 322 is published. Thus,
submissions filed prior to the effective
date of this final rule will be allowed to
be updated. Submitters may wish to    '
utilize the final rule for filing submittals  :
immediately upon publication, prior to   ,
the effective date, and are free to do so.
   Commenters also requested that      :
previous substantiations be returned to
them when they submit an updated     ;
version. This is not possible, however.   ;
The Federat Records Retention Act     :
requires that government keep such    \
submittals as part of the Agency's
record hi order to support the Agency's
activities and decisions.
K. Cross-Referencing of Substantiations
   EPA has been encouraged by industry
 commenters to develop a reporting
 option that would allow trade secret
 claimants to cross-reference trade secret
 substantiations already submitted to
 EPA in subsequent Title in filings
 involving the same chemical and trade
 secret. Because the same chemical
 involving the same trade secret may be
 reported under different sections of Title
 Dl, and because these reports require
 periodic updating, claimants argued that
 the trade secret substantiations for each
 claim would be the same.
   At least three different scenarios    ;
 involving cross-referencing were       !
 identified by the commenters: (1)
 Subsequent reports involving the same
 chemical reported under different      t
 sections could all reference and rely on
 the same trade secret substantiation
 •(multi-section referencing): (2)
 subsequent reports involving the same
 chemical and the same section—e.g.,
 annual section 313 toxic chemical      ,
 release reporting—could reference and
 rely on the earlier submitted
 substantiation (multi-year referencing);
 and (3) multi-facility companies could  ;
 cross-reference a single substantiation
 when reporting for each of their
 facilities at which the same chemical is
 present, both for reporting under
 different sections (multi-facility
 referencing) and in subsequent years
 (multi-facility, multi-year referencing).
   The issues raised by these comments
 require the Agency to strike a balance
 between a submitter's ease and
 convenience in making and
 substantiating trade secret-claims, and
 the relative burdens, costs, and risks
 posed by altering the trade secret
 substantiation requirements to
 accommodate this proposed method of
 reporting.
   On the one side  of the balance, EPA's
 analysis indicates  that a submitter's
 reporting burden is not reduced by
 cross-referencing.
   First, a submitter must review their
 prior-prepared substantiations to
 identify one that is appropriate and
 relevant for re-use (that is, an identical
 substantiation). Cross-referencing
 requires that the submitter provide EPA
 with information sufficient to accurately
 identify the prior-submitted
 substantiation. Without cross-
 referencing, a submitter wishing to re-
. use an appropriate and relevant
 substantiation would be expected to
 .photocopy the form, alter the reporting
 section check-off box, and re-sign the
 certification statement. The time and
 costs associated with each of these
 tasks are approximately equal, the costs
 for the cross referencing method being
 slightly higher for the submitter.
    This somewhat counter-intuitive
 result is traceable to the labor-intensive
 procedures for cross referencing. While
 cross-referencing  reduces'the amount of
 paper involved, it is a slightly more
 complex process that increases the labor
 costs for submitters. The result is that
 there is no net savings for submitters
 achievable by cross referencing on a per
 document basis.
    Second, EPA does not expect the  .
 number of trade secret substantiations
  that will be identical to be high, further
 reducing the potential for cross
  referencing to be  an effective burden-
  reducing reporting method. The overall
  number of trade secret claims should not
  be high—approximately 0.1 percent of
  all Title III filings are expected to
  include trade secret claims—and
  because of the inexact nature of trade
. " secrets and the differences in
  information required to be disclosed
  under each of the five reporting sections
  for which trade secret claims are
  allowed, the universe of substantiations
  that will be identical and appropriate for
  re-use should be  small. There is thus a

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               Federal Register / Val.53,_No. 146 /Friday.July 29, 1988  /  Rules and Regulations        28789
 low potential for cross referencing to
 measurably reduce a submitter's
 reporting burden, i '                 >,,:
   Weighing against cross referencing
 are a variety of costs and other factors
 not consonant with the disclosure focus
 of the Title III program.
   Trade secrets-by definition run
 counter to the right-to-fcnow intent of
 Title III, and just as the decision to make
 a trade secret claim should not be taken
 lightly, neither should substantiations  be
 prepared, as a routine document. The
 Agency encourages claimants to closely
 examine the reported information
 required in each case, and carefully
 assess whether and" how that
 information affects what the submitter
 believes to be a trade secret. This
 explanation must be included in the
 substantiation. Even where previously
 created substantiations are relevant and
 appropriate for referencing, the claimant
 should have taken the time to carefully
 review the substantiation to-determine
 its applicability ta another daim. EPA
 procedures are designed to encourage
 this: process.
   Cross referencing has- the potential to
 discourage such reviews and makes-
 more likely the preparation and use of
 "boilerplate" substantiations, for routine
 use. A review of substantiations.
 submitted thus far under sections 311- •
 312 indicates, that many submitters are
 treating trade secret substantiations in
 this way. This is not consistent with the
 clear congressional intent that facilities
 subject to Title IH provide EPA and the
 public with specific and detailed
 information when making a trade secret
 claim. Moreover,-because of their
 general nature, boilerplate
 substantiations are more likely to be"
 found insufficient to support a trade
 secret (thereby imperiling the claim),
 than is one specifically prepared to
 support a particular claim.
  Finally, the costs to the Agency to
 implement a cross referencing system
 are not justified by the small potential
for reducing a submitter's reporting
burden. Cross referencing adds up to
nearly 50 percent to the Agency's costa
on a per document basis, exclusive  of
other system design and development
costs and requirements. And because
cross referencing increases the risk of
an inadvertent disclosure of submitter's
trade secret information (due, for
example, to faulty identification
information), additional quality-control
procedures, and security measures are
required, at increased cost.
  On balance, weighing the lack of any
savings in the time and  costs required
for submitters to prepare a
substantiation against the increased
costs to the EPA and to the title III
  program, cross'referencing is not
  justifiable as a viable and effective      :
.'. reporting alternative, rlowever, EPA is   :
  sensitive to and understands the
  burdens imposed by the extensive
  reporting requirements of Title III".
    One significant factor contributing to
  the number of duplicate reports required
  is the number of different recipients
  specified by the Act. Within this
  statutory framework, EPA has
  investigated and will continue to
  investigate ways to reduce the overall
  reporting burden without compromising
  the primary objective of Title HI.
  Toward this end,. EPA has been able to
  identify and plans to implement other
  improvements to streamline the
  reporting process.
    One burden-reducing improvement is
  the deletion of the requirement for the
  creation of an "unsanitized" MSDS
  when making a; trade secret daim. under
  section 311. Smce most Title in reports
  and trade secret claims involve section
  311, this should represent a significant
  savings. For similar reasons, EPA also
  deleted the requirement foe unsanitized
  section 303 reports. In addition, EPA
  considered—and rejected—a
 requirement for claimants ta
 substantiate as trade secreta the
 hazardous components of mixtures-
 reported as a whole under section 311.
 which would have significantly added to
 the. reporting burdens of complying with
 the trade secret rule.
   EPA has taken steps to reduce the
 Title III reporting burden in other ways,
 such ay permitting facilities to report
 their non-trade secret information by,
 magnetic media.
   EPA will continue to investigate ways
 to make compliance easier and more
 cost-effective both for EPA and for those
 subject to this law, while meeting the
 mandate received from Congress.
 Weighing the potential benefits of
 referencing against the costs and
 burdens,, it does not  appear that cross
 referencing is a viable method.
 However, EPA will look at the number
 of opportunities for cross referencing
 through the summer  of 1989 and if actual
 experience provides contrary data, this
 issue will be revisited. Also, EPA will
 permit cross referencing of previous
 submissions sent to States on a State by
 State basis, as the States allow.
 L. Submissions to State and Local
 Authorities
   If a-trade secrecy claim iff made with
 respect to a particular submission, the
 sanitized Title III submittal and the
 accompanying sanitized substantiation
 must be sent to the appropriate State or
 local authorities, as required under
 section 322(a)(2)(ii) of the Statute.
  Specifically, under section 303, the
.^ubmittal and accompanying sanitized  -
-"••substantiation should be sent to LEPGs,
  and under sections 311-312 the MSDS or..'
  a sanitized section 311 list or Tier II
  submittal, as appropriate, and
  accompanying substantiation should be
  sent to the SERCs, the LEPCs and to
  local fire departments. Finally, a
  sanitized 313 submittal and
  substantiation must be sent to the
  designated State entity. If a Title III
  reporting form or a substantiation
  containing trade secret information is
  sent to a State or local authority by the
  submitter, under the law of trade secrets
  it will constitute public disclosure of the
  information, and the claim will be
  considered invalid.
   Several commenters requested that
  EPA delete the requirement that a
  sanitized copy of the substantiation be
  sent to the State authorities and the
  local emergency planning committees.
  Section 322(a)(2)(A)(ii) requires that a
  trade secret claimant include in its
  section 303 (d)(2) and (d)(3), sections
  311-312 and section 313 submittals an
  "explanation of the reasons why such
  information is claimed trade secret."
  Finally, these sections provide that all
  facilities subject to the Act submit this
  Title III submittal to the appropriate
  state and local authorities. Therefore,
  EPA cannot delete this requirement.'
  in. Petitions Requesting Review of
  Trade Secrecy Claims

   Section 322 provides for a public
  petition process to request the
  disclosure of chemical identity claimed
  as trade secret. This petition process is
  only for requesting a review of the
 validity of a claim that a chemical
 identity is a trade secret. If requesters
 want disclosure of other items that have
 been claimed confidential (that is, items
 claimed as confidential in the
 substantiation, rather than the Title III
 reporting document), such requests for
 disclosure must be made pursuant to
 EPA's Freedom of Information Act
 regulations under 40 CFR Part 2.
   The petition requesting disclosure
 must include the petitioner's name,
 address, and telephone number. The
 petitioner may be an individual,
 corporation, or other entity. It must also
 include the sanitized copy of the
 submission (e.g., the MSDS, toxic
 chemical release inventory reporting
 form) in which the chemical is claimed
 as trade secret, and the petitioner must
 clearly indicate on the  form which
 chemical identity is requested for
 disclosure. Copies of the section 303
 (d)(2) and (d)(3) filings  are available at a
 location designated by the local

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26790        Federal Register /• Vol. 53. No. -146  /Friday.July29.^1988 / Rules  and Regulations
emergency planning committee. Copies
of the section 311 and 312 filings are
available at locations designated by the
State emergency response commission
and the local emergency planning
committee. Copies of the section 313
filings are available from EPA and from
the designated State agency.
  EPA is requiring that a copy of the
submission claiming trade secrecy
accompany petitions for disclosure of
chemical identity claimed as trade
secret The Agency believes that the
requirement of a copy serves to prevent
any confusion about what disclosure the
petitioner is requesting. In the proposed
rule, public comment was specifically
requested on'this issue. All four of. the
commenters who addressed this issue
agreed that a petition for the disclosure
ofa chemical identity claimed as a trade
secret should include a copy of the
submission claiming the trade secret
   One commenter requested that the
trade secret submitter be informed of
the identity o£ a petitioner who has
petitioned for the release-of a trade
secret specific chemical identity. This is
not required by the statute  and the
Agency has decided not to  add it to the
 final rule. However, the petitioner's
name is publicly available under the
Freedom of Information; Act Also, the
 petitioner is free to contact the facility
 directly.
   EPA received several comments
 concerning standards for the petition
 process. A few commenters requested
 that EPA restrict the petition-process in
 order to discourage petitioners who are
 seeking Information for commercial,
 competitive or harassment purposes.
 Other commenters highlighted the
 importance of placing no limits on .
 petitions to disclose the specific
 chemical identity since na restrictions
 were set forth in the statute. EPA agrees
 that it would be inappropriate to require
 petitioners to have a particular reason
 for requesting disclosure of chemical
 identity claimed.as trade secret The
 statute specifically states that "any
 person may petition the Administrator"
 and thus the Agency will not impose
 restrictions.
    At least one commenter requested
  that EPA limit the number of times a
  trade secret could be challenged through
  the petition process, to avoid the filing
  of multiple petitions for disclosure of the
  same trade secret However, the
  limitations of the statute, as described
  above, apply to the multiple petition
  situation as well, and EPA can provide
  no change in the final rule.
    As soon as a petition is filed, EPA will
  begin the process of reviewing the trade
  secrecy claim. The time for reviewing
  tha claim may vary, but the statute
requires EPA to reach a decision within
9 months.
  The petition should be mailed to the   ;
address set forth in § 350.16 of the rule,
and set forth in this preamble at section
II.B.4.
IV. EPA Review of Trade Secrecy
Claims
  As described in the proposed rule,     \
section 322 defines the process by which
EPA determines whether a claimed
chemical identity is entitled to trade     i
secrecy. First, EPA must decide whether
the answers to the substantiation
questions are, if true, sufficient to ,
support the conclusion that the chemical
identity is a trade secret This is the
determination of sufficiency referred to
in the statute and is made prior to any
determination of the validity of the trade
 secrecy claim. The statute requires EPA,
 to follow different procedures depending
 on whether EPA decides the .answers to.
• the substantiation questions are
 sufficient or insufficient               ;
A. Overview of the Process
   After receiving a petition requesting   ;
 disclosure of chemical identity, EPA has
 30 days to make a determination of
• sufficiency. ,If the claim meets EPA's
 criteria of sufficiency (explained in
 IV.CJ, EPA will notify the submitter that
 he has 30 days from the date of receipt
 of the notice to submit supplemental    '
 material in writing, supporting the truth
 of the assertions made in the
 substantiation. If this additional
 information is not forthcoming, EPA wilt
 make its determination based only upon
 information previously submitted in the
 substantiation.
   If the claim does not meet the criteria
_ of sufficiency, EPA will notify the    .   ,
 submitter, who may either file an appeal
 within 30 days to EPA's Office of •
 General Counsel or, for good cause
 shown, amend the substantiation in
 support of its claim.
    Once a claim has been determined to
 be sufficient, EPA must decide whether
  the claim is entitled to trade secrecy. If
 EPA determines that the facts support
  the claim of trade secrecy, the petitioner
  will be notified.  If EPA determines that
  the facts do not support the claim of
  trade secrecy for chemical identity, the
  submitter will be notified.          -
    The statute provides for intra-agency
  appeal by the submitter to appeal
  adverse decisions and for U.S. District  I
  Court review after intra-agency appeal.
  This process is explained below in more
  detail.
  B. Initial Review             •       ',
    Proposed § 350.9(d) required that
  when EPA receives a petition requesting
disclosure of a trade secret, or if EPA.
decides to initiate a determination of the
validity of a trade secrecy claim, EPA
shall first determine whether the
chemical identity claimed as trade
secret is the subject of a prior EPA
determination of trade secrecy for that
chemical identity at that same facility. If
the earlier determination held that the
facility's trade secret claim for the
chemical identity was invalid, EPA was
previously authorized to release the
information. Before releasing the
information, the proposed rule stated
that the Agency would notify the
petitioner that the facility's claim for
trade secrecy status for the chemical
identity is the subject of a prior
determination concerning the same
 facility and that such claim was invalid.
   Four coriunenters discussed the role
 that prior determinations should play in
 determining the validity of a trade secret.
 claim. Some commenters said that prior
 determinations denying claims of trade
 secrecy shoukinot-be determinative of
 future claims concerning the same
 chemical, and suggested that thisicould
 violate constitutional due process. One
 commenter suggested, that, in the
 alternative, the section should be
 revised to give equal weight to prior
. determinations that upheld the trade
 secret. Two commentera stated that
 once a specific chemical identity has  •
 been determined to be a trade secret,
 that finding of validity should be
 determinative against subsequent
 challenges  to the same chemical.
   While the Agency is not changing the
 scope of the provisions dealing with
 prior determinations in the final rule,
 EPA believes that some clarification of
 § 350.9(d) would better explain the
 nature of the prior determination and
 would respond to the^ commenter's
 concerns. The purpose of § 350.9(d) is to
 establish a simple procedure for
 releasing a chemical identity which has
 already been disclosed in a prior
 determination for the same chemical
 identity at  the same facility. If the trade
 secret has been previously disclosed,
 Title III does not permit EPA to continue
 to withhold the chemical identity as a
 trade secret Obviously, if the chemical
 identity has been revealed, the chemical
 identity is ho longer a trade secret. Of
 course, the Agency's prior determination
  that the trade secret is invalid must
 have survived any appeals before the
  disclosure  provision will be applied. The
  value of this provision was to expedite
  release of chemical identity which has
  already been revealed, but to satisfy due
  process EPA will not disclose the
  identity until the submitter has
  exhausted his challenges to the initial

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Jfederai  Register
              /  Friday, July 29.  1988 / Rules and Regulation
 Agency determination upon appeal to
 OGC and in U.S. District Court The
 final rule has been amended to clarify
 this point
   The Agency is bound by the prior
 disclosure only if the chemical identity
 claimed as trade secret that is the
 subject of the Second petition is
 identical  to the trade secret disclosed
 when the prior determination held the
 claim to be invalid. There may be
 instances where the use of the chemical
 identity claimed as trade secret that is
 subject to the prior petition (and Agency
 determination) is different from the
 trade secret use that is the subject of the
 second petition. The information on
 different Title ffl submittals could
 represent different uses, one that did not
 qualify for trade secret protection under
 Title ffl and one that does. In short, EPA
 agrees with commenters to the extent
 that 5; 350.9(d) in the final rule will not
 automatically disclose a chemical
 identity until the Agency has determined
 that the identical trade secret has been
 held invalid in a prior determination.
  The Agency will not be bound by a
 prior decision upholding trade secret
 protection in this. rule. Trade secrets can
 be lost over time and the burden is on
 the claimant to prove that the chemical
 identity meets the statutory criteria   .
 upon receipt of a petition for disclosure.
 However, the Agency's prior
 determination of validity will be
 considered in later determinations.
  Two commenters asked that a trade
 secret claimant be given adequate
 notice before a. chemical identity is
 released. One of these commenters
 stated that if a prior determination was
 made that a facility's chemical identity
 was not a trade secret EPA should
 delay 30 days before releasing the
 information in order for the claimant to
 seek judicial review. EPA has provided
 notice of intent to release chemical
 identity in various sections of the
 proposed rule where the Agency has
 determined that the chemical identity
 claimed as trade secret is not entitled to
 protection. The case of disclosure of
 chemical identity where a prior
 determination has been made is not
 significantly different from those other
cases where the rule provides for notice
and the opportunity to appeal to U.S.
District Court before release of the
claimed trade secret As a result
 § 350.9(d) of the final rule will be
referenced to an amended § 350.18(c)
which contains detailed requirements
for notice of intent to release chemical
identity determined not to be trade
secret.
 C. Determination of Sufficiency
   A person withholding specific
 chemical identity from a submission
 under Title III must make specific
 factual assertions that are sufficient to
 support a conclusion that the chemical
 identity is a trade secret. These
: assertions are made by completely
 answering all of the questions listed in
 § 350.7 of the rule (and found also on the
 Trade Secrets Substantiation form),
 where EPA has listed the questions that
 must be answered to fully address the
 four requirements set forth in section
 322(b) of the statute.
   To assist submitters La answering the
 questions, EPA indicates in § 350.13 of
 the rule the criteria that it regards as the
 legal basis for evaluating whether
 answers provided by submitters are
 sufficient to support the trade secrecy of
 a chemical. Submitters may wish to
 examine these criteria in preparing their
 answers to the questions contained on
 the form.
   EPA received several comments
 discussing the proposed sufficiency
 criteria. Some comments suggested that
 the Agency reduce the detail of the
 sufficiency criteria, so that the
 sufficiency criteria are not overinclusive
 of the statutory criteria and, in turn, the
 questions on the proposed form. The
 suggestions leaned toward making the
. sufficiency criteria identical to the
 proposed questions. Other comments
 suggested altering the proposed
 questions so mat they identically reflect
 the sufficiency criteria. This way a
 claimant can directly address the
 criteria that EPA is seeking in order to
 establish a prima facie case of trade
 secrecy. Finally, other comments
 suggested that EPA review the proposed
 substantiation form to match the trade
 secrecy factors in section 322(b). This
 would substitute for the proposed
sufficiency criteria altogether.
  EPA determined that the sufficiency
criteria, as proposed, are a valuable aid
in evaluating the sufficiency of trade
secret claims. While the substantiation
form elicits specific facts, the criteria
stated at § 350.13 are the legal standard
used to determine whether the submitter
has established a prima facie case for
trade secrecy. The facts from the form
are considered against the sufficiency
criteria to  make that determination.
  The commenters' suggestions would
alter the purpose of the criteria and
undermine the ability of the Agency to
determine whether or not submitters
have made a prima facie case for trade
secrecy undei the initial review process.
EPA did make changes in the sufficiency
criteria to reflect changes made in the
substantiation questions.
                                                                    Submitters are encouraged to use the
                                                                  sufficiency criteria as a guide in
                                                                  formulating their answers to the
                                                                  substantiation questions. Both the
                                                                  questions and the criteria reflect the
                                                                  trade secrecy provisions of section
                                                                  322(b) of Title III.
                                                                    Under the first criterion, the facts
                                                                  must show that reasonable safeguards
                                                                  have been taken against unauthorized
                                                                  disclosure of the specific identity, thai
                                                                  the specific chemical identity has not
                                                                  been disclosed to any person not bound
                                                                  by a confidentiality agreement including
                                                                  local, State or Federal government
                                                                  entities; and that any safeguards will be
                                                                  continued in the future.
                                                                    Under the second criterion, the
                                                                  submitter must show that the chemical
                                                                  identity claimed as trade secret is not
                                                                  required to be released: (1) Under a
                                                                  determination by a State or Federal
                                                                  agency that the chemical identity in
                                                                  question is not a trade secret, or (2)
                                                                  under a State or Federal law which does
                                                                  not allow the chemical identity to be
                                                                  claimed as trade secret This criterion
                                                                  was also discussed in section H.A. of
                                                                  this preamble under emission and .
                                                                  effluent data.
                                                                    Under the third criterion, as proposed,
                                                                  to show that disclosure of the
                                                                  information is likely to cause substantial
                                                                  competitive harm, the facts must show
                                                                •  that either competitors do not know that
                                                                  the substance can be used in the fashion
                                                                  used by the submitter and that
                                                                  duplication of the specific use cannot be
                                                                  determined by competitors' own
                                                                  research activities or that competitors
                                                                  are unaware that the submitter is using
                                                                  the substance in this manner.
                                                                   Some of the comments on
                                                                  substantiation Question 4 also raised
                                                                  similar concerns with this criterion. The
                                                                 final sufficiency requirement has been
                                                                 amended where appropriate to reflect
                                                                 the Agency's determination that a
                                                                 submitter cannot be required to certify
                                                                 another's state of knowledge, yet must
                                                                 adequately support his claim of. trade
                                                                 secrecy. The revised § 350.13(a)(3) reads
                                                                 as follows, in the final rule:
                                                                   (i) Either
                                                                   (A) competitors do not know or the
                                                                 submitter is not aware that competitors know
                                                                 that the chemical whose identity is being
                                                                 claimed trade secret can be used in the
                                                                 fashion that the submitter uses it, and
                                                                 competitors cannot easily duplicate the
                                                                 specific use of this chemical through their
                                                                 own research and development activities; or
                                                                   (B) competitors are not aware or the
                                                                 submitter does not know whether
                                                                 competitors are aware that the submitter is
                                                                 using this chemical in this fashion.
                                                                   (ii) The fact that the submitter
                                                                 manufactures, imports or otherwise uses this
                                                                 chemical in a particular fashion is not

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28792        Federal Register/VoL 53. Na-146 / Friday.July 29. 1988  /  Rales and Regulation^
contained in any publication or other
information source [of which the submitter is
aware} available to competitors or the public.
  (Emphasis added to show changes in final
cult.)
  Several commenters, following the
lead of the Chemical Manufacturers
Association and the American
Petroleum Institute, requested that EPA
revise the final rule to recognize that
just because one (or even several)
competitors in a field of many know that
a substance is being used in a particular
fashion, this does not prevent the use
from constituting a trade secret. EPA
agrees with the commenters. The law of
trade secrets does not require that the
owner of the information be the only
one aware of the information for it to be
of value. The language of the rule refers
to the knowledge of "competitors," and
this is open-ended enough to encompass
a claim asserted in a factual situation
where some competitors are aware of a
secret of which others are unaware*.
Therefore, EPA recognises the validity
of tha commenters' arguments but has
not changed the language of the final
rule to reflect this. Trade secrecy
claimants may file substantiations
based on a factual situation such as the
one described above.
  Finally, the fourth criterion requires.
that a trade secret claimant show that
the chemical identity claimed trade
secret cannot be readily discovered by .
reverse engineering of the submitter's
products or environmental releases. This
requires the claimant to show that the
chemical is not available to the public or
competitors  in the claimant's products
or environmental releases. Tha claimant
must show that the chemical identity is
only discoverable using equipment that
is not readily or generally available, that
discovery requires the use of uncommon
or exotic analytic techniques, and that
the time, costs, and resources required
for discovery exceed the benefits
provided by the trade secret chemical.
The more difficult, costly, and time-
consuming the analysis required to
discover the identity, the more likely the
chemical identity will qualify for trade
secret protection.
  If the substantiation does contain
sufficient answers, EPA will notify the
submitter by certified mail. Under the
statute, a finding of sufficiency
automatically entitles the submitter to
submit supplemental information to
support the truth of the answers
contained in, the substantiation. This
could include any information or
documents which would demonstrate
the veracity of the submitter's
substantiation, or provide even greater
detail in support of the submitter's
claim. Based on comments on the
proposed rule, EPA narrowed the level
of detail required in the initial
substantiation and thus increased the
importance of the material provided in
this second stage. This was done in
order to decrease the initial burden
without sacrificing the amount of
information that would be used to
determine the veracity of a claim of
trade secrecy.
  Upon receiving EPA's request for
supplemental information, the submitter
will have 30 calendar days to submit the
information. If EPA does not receive the
supplemental information within this
time, it will make a trade secret
determination based upon the
information already submitted. One
commenter inquired as to when the 30
days provided to submit additional
information to EPA tolls.. Specifically,
must the information be received by
EPA within 30 days, or will the Agency
adopt a "mailbox rale", as suggested by
the commenter? The Agency has-
decided to adopt:the:"mailbox rule."
and.Witt-consider the-subnriasion to be
timely filed if postmarked within 30
daya by certified, mail with the U.S.
Postal Service.

D. Determination of Insufficiency
  If EPA concludes that a substantiation
does not contain answers sufficient to
support the four requirements of section
.322{b), then. EPA will find that tha trade
secret claim is insufficient Tha
submitter will be notified by certified.
mail of EPA's finding of insufficiency.
The submitter may either appeal EPA's
Finding to EPA's Office of General
Counsel or may amend its original
substantiation if it demonstrates good
cause to do so.
   Good cause was limited in the   .
proposed rule to the following:
   (I) The submitter was not aware of
the facts underlying the additional
information at the time the original
substantiation was submitted, and could
not reasonably have known the facts at
that time; or
 •  (2) Neither EPA regulations nor other
EPA guidance called for such
information at the time the
substantiation was submitted.
   The Small Business Administration
commented, prior to the publication of
the proposed rule, that the good cause
standard should include the
circumstance where die submitter
mistakenly does not provide information
but otherwise acts in good faith'to
comply with the rule, and that such a
provision was mentioned in the '
Conference Report'
   Various commenters agreed with the
Small Business Administration and
criticized this provision as unduly harsh.
 These commenters noted that various
 circumstances could occur, such as
! clerical errors or explanations being
' separated from the substantiation forms,
 that would result in EPA receiving an
 incomplete substantiation.
   EPA has evaluated these comments
; and largely agrees with the commenters.
 The Agency has included inadvertent
 omissions as one of the good cause
 exceptions in the final rule. It is still
: incumbent on submitters to ensure that
 claims are complete and properly
 packaged. Submitters should not be
 tempted to rely on this good cause
; exception to routinely cure defective
 submissions.
.   One commenter interpreted the
 "neither-nor" language in the second
 exception as indicating that the Agency
 would be giving guidance, which is
 published without'notice and comment,
 the same weight as regulations. The
: commenter. also noted that the
. Conference Report used the conjunctive
; "and." The Agency intended to adopt
 the same meaning as that included in
 the Conference Report. Accordingly this
 language has been changed in the final
'\ rule.
   EPA has revised the good cause
\ exceptions to read as follows:
   "(A) TTie-submitter was. not aware of the
 facts underlying the additional information at
i the time the substantiation was submitted,
 and could not reasonably have known the
 facts at that time; or
!   (B) EPA regulations and other EPA
 guidance did not call for such information at
 the time the substantiation was submitted; or
   (C) The submitter had made a good faith
: effort to submit a  complete substantiation,
1 but failed to do so due to an inadvertent
 omission or clerical error."
i
   The. submitter must notify EPA by
 letter of its contentions as to good cause
 and should include in that letter the
 additional supporting material. EPA will
 notify the submitter by certified mail if
 the good cause standard has not been
\ met and the additional supporting     ;
 material will not be accepted. The
 submitter may then seek review in U.S.
 District Court. If after acceptance of
• additional supporting material for good
 cause, EPA decides the claim is still
 insufficient, the submitter will be
 notified by certified mail and may seek
, review in U.S. District Court.
i   If EPA reverses itself on appeal or
 after accepting additional assertions for
 good cause, and decides that the trade
 secret claim is sufficient then the claim
 will be processed as though it had been
 initially found to be sufficient If upon
 appeal, EPA makes a final
 determination that the original answers
: in the substantiation were insufficient,

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                                                                                       an(i Regulations
                                                                        2879S
  the submitter may request review in U.S.
  District Court within 30 days of notice of
  the final determination.

  E. Determination of Trade Secrecy
    All claims determined to be sufficient
  either initially, after appeal, or after
  acceptance of additional material for
  good cause, will be examined in order to
  determine whether a valid claim of trade
  secrecy is presented. In making a
  determination of trade secrecy, EPA will
  examine the factual information
  provided in the substantiation form in
  light of the four factors under section
r  322(b).
    If EPA decides that the chemical
  identity is a trade secret, the petitioner
  shall be notified by certified mail and
  may seek review in U.S. District Court.
  If EPA decides that the chemical
  identity is not a trade secret, the
  submitter shall be notified by certified
  mail and may appeal this determination
  to EPA's Office of General Counsel
  within 30 days. If EPA does not reverse
  its decision on appeal, the submitter
  may seek review in U.S. District Court
  within 3O days of notice of the final
  determination.

 F. Appeals
   . Section 350.17- of the proposed rule
 established-procedures for appeal from
 an EPA determination that a claim
 presented insufficient support for a
 finding of trade secrecy under- -
 §;350.11(a)(2)(i), or an EPA finding that a
 specific chemical identity is not a trade
 secret under § 350.11(b)(2)(i). The
 proposal provided procedures for filing
 an appeal to EPA's Office of General
 Counsel (OGC), a description of the
 appeal process in OGC, and procedures
 for further appeal to Federal court if
 OGC upholds the Agency's rejection of
 the claim for trade secret protection. The
 proposed rule did not specify the
 standard  that OGC will apply in
 considering a submitter's appeal, nor did
 it provide for a hearing. These two
 features as well as other details of the
 appeal process received comment.
   Two commenters requested that EPA
 amend § 350.17 to provide the right to a
 hearing on appeal to OGC. One of these
 commenters specified that the hearing
 should be provided upon request of the
 trade secret claimant  -
   One commenter asked that the
 regulation be revised to establish a
 standard under which review by OGC
 on appeal will be conducted. The same
commenter further stated that because
a reviewing court will consider the
Agency opinion on a de novo basis,
OGC should use a de novo standard in
reviewing the program office's decisions
on appeal.   .     .          ;  ,.  -. .
   Four commenters stated that § 350.17
  should be revised to require OGC to
  state the basis for its 'decision on appeal.
  Another of these commenters
  recommended the use of procedures
  paralleling those referred to in
  § 350.11{b), which are  applicable to
  EPA's  initial decision on a trade secrecy
  claim and require EPA to provide a
  claimant with the reasons for EPA's
  decision.
   One commenter requested that the
  rule be revised to permit a submitter of a
  trade secret claim to appeal to OGC if
  his claim is judged to be insufficient,
  even after he has submitted additional,
  material upon a showing of good cause.
   EPA's provisions on appeals in
  § 350.17 closely follow the scheme for
 appeals under Title HI. Title HI did not
 provide the submitter with an
 opportunity for a hearing as part of the
 administrative appeal process and EPA
 will not include such a provision.
   Title IH also did not specify a
 standard of review for the
 administrative appeal process. In its
 review, the Office of General Counsel
 will be examining the entire record of
 the determination and statement of
 reasons. This review will encompass the
 complete file. Submitters who are
 denied trade secret protection have full
 access-to U.S. District Court
   The Agency agrees-with commenters
 that sound administrative procedures
 dictate that the submitter be provided
 with a statement of the reasons for
 OGC's decision to uphold or reverse the
 program office's decision on appeal. The
 final rule has been amended to include a
 requirement for a statement of reasons
 to accompany the OGC decisions upon
 appeal.
  Finally, EPA has not changed the final
 rule to allow an appeal to OGC when a
 submitter whose trade secrecy claim has
 been found to be insufficient has chosen
 to submit additional material in support
 of its claim (for good cause shown). This
 provision tracks statutory language that
 permits the trade secret claimant to
 either amend the claim  in order to meet •
 the sufficiency requirements or to
 appeal the finding of insufficiency to
 OGC. If the claimant opts to amend the
 claim, the statute requires that the right
 to appeal the Agency's initial finding is   .
 forfeited. However, the  submitter who
 loses the right to-an OGC appeal still
 has the  right to appeal the Agency's
 adverse determination to U.S. District
 Court

Judicial Appeal
  Section 350.18(c) of the proposed rule
established procedures  to be used by
EPA when submitters are slow to appeal
Agency decisions to U.S. District Court:.
                               or fail to prosecute the appeal in a
                               timely fashion. One provision of the
                               proposed section received considerable
                               comment. That provision authorized the
                               Agency to disclose the identity of the
                               -trade secret, "once the court has denied
                               a motion for a preliminary injunction in
                               the action or has otherwise upheld the
                               EPA determination, or whenever it
                               appears to the Office of General
                               Counsel, after reasonable notice to the
                               business, that the business is not taking
                               appropriate measures to obtain a speedy
                               resolution of the action."
                                 In urging deletion of the provision, the
                               commenters made several arguments.
                               First, the commenters noted that, once
                               the submitter's appeal is under the
                               court's jurisdiction, there are existing
                               mechanisms to insure a speedy
                               resolution of the case at issue. The
                             .  Federal Rules, of Civil Procedure allow
                               the government to request a status
                               conference to press action (Rule 11} or
                               to move for dismissal of the appeal for
                               failure to prosecute if there is an undue
                               delay (Rule 41). Next a few commenters
                               maintained that the government's action
                               to speed up the appeal would destroy
                             .  the trade secret unilaterally during the
                               pendency of action challenging the
                               government's right to make that
                             '.destruction..The commenters believe
                               this action-was unfair and undercut the
                               court's jurisdiction. Moreover, since a
                               trade secret is an intangible property
                               right guaranteed by Constitutional
                               protections, government destruction of
                               that property during the course of the
                               appeal could constitute a violation of
                               submitter's due process rights.
                                EPA has decided not to delete the
                               provision in question in the final rule.
                               The provision is identical to language in
                               EPA's Confidential Business Information
                               regulations at 40 CFR 2.205(f)(2), and
                               thus makes Title in regulations
                               consistent with similar EPA procedures.
                              The language of proposed § 350.18(c)
                              and final § 350.18(d) states that EPA
                              may disclose the trade secret that is,
                              use of the provision is not mandatory.
                              Also, this disclosure may take place
                              only after reasonable notice to the
                              business. Accordingly, EPA has
                              finalized this section as proposed,
                              except for changing the reference to the
                              party appealing the denial from
                              "business" (used in 40 CFR Part 2) to
                              "submitters" (used in Title III).
                              G. Common Errors Found on
                             Substantiations

                               The Agency examined a sample of
                             substantiations received since the
                             proposed rule was issued and
                             discovered a number of errors that
                             occurred frequently enough that the

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28794	Fedecal Register / Vol. 53,  No.148 /  Friday,  July 29, 1988 /, Rules an<^ Regu^ati
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                        July 29. 1988  /  Rules and Regulations
                                                                                                              28795
  it is difficult to determine whether a
  claim is complete and what chemical(s)
  is (are) being claimed trade secret. If it
  is not clear that a chemical identity is
  being claimed trade secret, EPA will not
  know that it. should not make the
  information- available to the public. For
  the submitter's own protection, securing
  together all three or four parts of a claim
  will make it clear that a claim is
  complete when submitted.
   These guidelines and requirements
  are designed for the submitter's and the
  Agency's protection. If they are not
  followed, it will be much more likely
  that the Agency will conclude, based
  solely on the information provided by a
  submitter, that a claim is frivolous or
  incomplete. It also makes more likely
  that the Agency will disclose
  information that the submitter intended
  to claim trade secret because it was not
 clear that a claim was beingmade. At
 the same time, following these         •
 guidelines permits EPA to make
 appropriate determinations of trade
 secrecy, and to legally make public
 those portions  of each sufamittal  .
 required to be disclosed. In this way
 EPA can work to preserve the
 confidentiality of legitimate trade
 secrets, and fulfill the Congressional
 mandate to make non-trade secret
 information public.

 H. Enforcement
                      *
   Section 325(d) authorizes'the •  .
 Administrator to assess a civil penalty
 of $25,000 per claim against a trade
 secret claimant if the Administrator
 determines that a trade secret claim is
 frivolous. Two commenters asked for an
 explanation of the term "frivolous
 claims." One of these commenters asked
 for policy guidance and recommended
 that a good faith test be employed. A
 third commenter expressed support for
 the Agency position on frivolous claims,
 and requested that the Agency
 determine the validity of each trade
 secrecy claim- without waiting for
 petitions for disclosure of the
 information.
   A frivolous claim is one without a
 factual or legal  basis or one where the
 facts  and circumstances relied upon to
 substantiate a trade secrecy claim are
 without merit. Section 325(c) authorizes
 the assessment of a civil penalty of
SlQ.OOO per violation for any person who
fails to furnish a substantiation. These
penalties can be assessed by either
administrative order or through the
appropriate U.S. District Court.
  The proposed rule contained a
provision indicating that submitters of
trade secret claims who failed to submit
supplemental information requested by
EPA may be liable for a fine of up to
  $10,000 per violation under section
  325{c). When EPA reviewed the statute,
  it was found that this provision had
  been inadvertently included in the
  proposed rule, but was not contained in
  the Act. The final rule, therefore,
  contains no such provision.

  V. Relationship of Section 322 to Other
  Statutes

  A. Relationship to State Confidentiality
  Statutes

   As stated in the proposed rule, section
  321 of Title HI provides that nothing in
  Title HI "shall preempt any State or
  local law." This means that the
  confidentiality requirements of Title HI
  are not to displace State confidentiality
  requirements under State Right-Tc-
  Know Acts. A State can still prescribe
  the type of information it will classify as
  confidential when it gathers information
  for its OWB use under a State law, such
 as- aRight-TorKnow Act However, state
 confidentiality statutes- do not govern
 information gathered under Federal law.
 here Title EL State confidentiality
 statutes only apply to information
 collected pursuant to State law for State
 use. When information is gathered under
 Title m, the Federal confidentiality
 requirements-of section 322 apply-
 regardless of whether the information is
 sent to a State or Federal agency
 because the information is being
 gathered pursuant to a Federal statute.
   One commenter requested that the
 "other" information in the Title IH trade
 secret substantiation that is protected
 under the Freedom of Information Act
 be covered instead under more
 protective State law. The commenter
 argues that this is justified because the
 information is being sent to State and
 local entities. As stated above, the
 destination of the data is irrelevant
 because  it is being gathered pursuant to
 a Federal statute and thus the only
 protection allowed is Federally based.
  State confidentiality statutes may
 affect Title HI information if State trade
 secrecy law or regulations prohibit
 claims of trade secrecy under State law
 for information that a submitter must
 also report under Title III. Under the
 substantiation provisions of Title III, a
 facility will not be able to justify
 withholding the information under Title
 III. One commenter stated that a State
 law may  require submission of data and
provide greater public access to the data
 than would be allowed under Title III
protection of trade secrets. In such
cases, the data may not be eligible for
trade secret treatment under section 322.
  B. Overlap with Other EPA-
  Administered Statutes

    Information collected pursuant to EPA
  regulations under statutes other than
  Title III may be similar to that collected
  under Title in. For purposes of
  confidentiality, information should be
  claimed as confidential and will be
  treated by EPA as is required by the
  statute under which it is collected.
  However, the mandatory release of
  information under one statute may
  affect its trade secret status under
  another statute.

  C. Relationship to Freedom of
  Information Act

   The procedures set out in section 322
  apply only to claims of trade secrecy for
  chemical identity made under Title III.
  Pursuant to section 322(f), however,
  submitters may claim as trade secret
  any other confidential business or trade
  secret information which is included in
  the substantiation, or supplemental
  information submitted in the. petition
  process. Requests for disclosure of this
  material must be submitted under the
  Freedom of Information Act regulations
  at 40 CFR Part 2. EPA will make
  determinations regarding the disclosure
 of this material under those regulations.

 VI. Release of Trade Secret Information
 A. Releases to States          .    •

   Under section 322(h) of the Act. the
 States, either the governors or the State
 emergency response commissions, must
 provide to any requesting person the
 adverse health effects associated with
 extremely hazardous substances
 (section 303]  and hazardous chemicals
 (sections 3ll and 312) claimed as trade
 secret. The States will not have direct
 access to the identities of chemicals
 claimed as trade secret in preparing •
 adverse health effects descriptions.
 However, the States have information
 on health effects in the MSDSs
 submitted under section 311 for this
 purpose. The MSDS is required to
 include such information for any
 substance claimed as trade secret. Thus,
 governors or State commissions should
 not be hindered in meeting their
 responsibilities to provide descriptions
 of adverse health effects and the trade
 secret status of the chemicals will not be
 endangered.
  Under section 322(g) of the Act, the
Administrator shall provide to the State
governor, upon request, any information
EPA has obtained under subsection.
(a)(2), which includes specific chemical
identities and substantiations for trade
secrecy claims, and under subsection
(d)(3), which includes the findings that

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287m        Federal Register,/ Voi; 53, No: 146  /  Friday,  July 29. 1988 / Rules  and Regulations
***"****           		«j~--	*                  I  iiiii	 • Lmi. i	ii—s—	.ta	.'1	"ii"iiii|iiiii««'.;nii|i"iiiii'i.i|ii.iLi|j''''	•"'!»"iiiii1" !uB" .' nBiw "iiii'py'!	i ?m.:.;'.::.T3E'"T|ri	irwisug-JJuJ
assertions made in the above  *     '  ' •
substantiation materials are sufficient •
Thus. It a State governor wished to
request the chemical identities of any or
all chemicals claimed as trade secret in
any State, EPA will provide this
information to the State govemor,,upon
request. However, governors are
prevented by section 325{d)(2) from
"knowingly and willfully" disclosing
trade secret information to the public, as
are all other individuals.
   EPA considered the advantages and
disadvantages of allowing State
governors to provide access to trade
secret information to SERCs andLEPCs.
Public comments also proposed several.
alternative ways of restricting-
disclosure of trade secret information
released to States.
   While providing selected members of .
SERCs and LEPCs access-to Chemical
identities may provider some benefits to
State and local preparedness  and
planning, it was determined that these
potential advantages were outweighed.'- !
by tho possible consequences of
unintended disclosure of bona fide trade
secrets. Because SERCroften include
representatives from industry and the
public and LEPCs must include these
representatives from industry and the
public, it could be very difficult to    .  ••
 protect trade-secrets from-wider.
 disclosure than is intended! EPA
 determined that the decision  of whether
 State governors may provide-brade,
 secret information to any members of .-
 SERCs and LEPCs shall be left up- to- the
 discretion of the governors themselves.
 However, EPA has included a provision
 in the rule which prohibits State
 governors from releasing trade secret
 information to non-Slate employees.
 One commenter requested that trade
 secret information be given to a State
 only after the State has demonstrated its
 ability to safeguard trade secret
 information. The Agency requires in the
 rule that States take the same
 precautions to safeguard this
 information as EPA itself does. Th&
 Agency believes that this approach is
 appropriate to adequately protect trade
 secret information.
    The Agency considered the.option of
 allowing State governors to appoint
 deslgnees to be provided with the
 authority to request trade secret
 chemical identities from EPA. This could
  expedite requests by the State
  departments of public health for
  information needed to conduct medical
  research on the health effects of
  airborne toxics. However, such an
  expansion of the list of authorized State
  representatives beyond governors alone
  might also increase the likelihood of
unintended-disclosure of bona fide trade-
secrets. The Agency concluded that it
does not have the authority to determine
who State governors may authorize to
obtain trade secret information from
EPA. Consequently, the EPA determined
that only State governors are authorized
to request and receive trade secret
information directly from EPA, as stated
in the statute.
B. Releases to Authorized
Representatives of EPA
   In addition to contractors, and
subcontractors, EPA has recently begun
to use grantee personnel,to perform
Agency functions. Public comments-
raised two points. First.it was suggested
that the employees of grantees be
required to sign confidentiality
agreements (as is required of the
employees-of contractors and
. subcontractors). Second grantees were
described as presenting a greater risk of
disclosure of trade secrets (because they
are typically retired engineers or other
technical people having close
 associations with former employers) and
 should be placed under greater
 restrictions than contractors or
 subcontractors in general. Greater
 restrictions were suggested to include
 either requirements, for signing written
 conflict-of-interest statements or
 requirements.that grantees must
 demonstrate 'a. greater need' fortrade •
 secretinforinafioiu"  .   "   . ..~  .
•  The Agency believes ft is appropriate-
 to designate grantees as "authorized
 representatives," to be treated-ih the
 same manner as Federal contractors and
 subcontractors; as that term is used in
 this regulation. This includes requiring
 full confidentiality protection, the same
 procedures that contractors must follow,
 and similarly employees of grantees will
 be required to sign confidentiality
 agreements.
    One commenter objected to proposed
 § 350.23. which makes contractors
 authorized representatives of EPA for
 the purposes of the relea'se of trade
 secret information. This provision is
 mandated by the Act. however, and die
 Agency cannot alter or delete it.
 Another commenter requested that the
 Agency add a provision to the final rule
  to make contractors who receive trade
  secret information on behalf of EPA
  aware of potential conflicts of interest.
  The Agency has decided not to do so
  because-contractors are already
  required to provide the Agency with
  such assurances as part of the
  contractual process.
    One commenter stated that EPA
  should comply with Export
  Administration Act (EAA) restrictions
  on the export of technical data through
foreign'nationals. The commenter
puggested that through the petition
process, and in particular through
releases to health professionals,
technical data couid be exported. The
commenter also questioned whether
there exist suitable precautions to
prevent the export of technical data
through EPA's contractors,
subcontractors, and grantees to the EPA.
.Especially of concern would be the
disclosure, of confidential business
information to a citizen of a Category S
or Z country, which are listed in  the
iExport Administration regulations.
!  EPA has determined that the intent of
| these regulations is consistent with
those implementing the Export
i Administration Act. The definition of
•"technical data" found in the EAA
regulations reads hi part as follows:
'Technical data means information of
any kind that can be used, or adapted
for use, in the design, production,
manufacture, utilization, or
. reconstruction of articles or materials."
In section ELA. of the preamble to these
, regulations, the definition of-trade secret
i protection of specific chemical identity
• was said to allow for trade secrecy
' claims to be made to protect the linkage
: between a specific chemical identity
: and its "use, production, storage, or
processing." While these definitions are
 similar, h.is noteworthy that these'
: regulations are designed to protect the
 described'- information from release •
! except under very narrow, clearly
 defined, and controlled circumstances.
   It is not EPA's intention for a  foreign
 national to obtain trade secret
 information and export the information.
 The intent of the'statute is "community
 right to know." EPA has every intention
; of doing everything in its power to
 assure that the information collected is
1 used to inform and protect local
 residents from chemical hazards present
 in their communities. Disclosures which
1 lead to the export of that information
i out of the United States run counter to
 that intent.
   "The statute does not require,  and  EPA
 has declined to establish a requirement
 in these regulations, that petitioners for
 information claimed as trade secret
 declare the reasons for their request. It
 would go beyond  the content of the
 statute for EPA to require them to state
 that they are citizens of the United
 States. When the request of a petitioner
 for release of information claimed to be
 trade secret is granted, the Agency has
; determined that the information is not,
 hi fact, a trade secret.
•    As to the export of technical data
 through contractors; subcontractors, and
i grantees to the EPA, these authorized

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               Federal Regatar / Vol. 53, No. 146 / Friday.July 29,  1988 / Rules  and Regulations       2879?
 representatives of EPA are .required to
 sign confidentiality agreements-and to
 provide full confidentiality protection.

 Vn. Disclosure to Health Professionals
   Section 323 of Title IH consists of
 three provisions regarding access to
 chemical identity information by health
 professionals. These provisions require
 the facility owner or operator to disclose
 the chemical identity, including trade
 secret chemical identity, to a health
 professional for diagnosis or treatment
 in both non-emergency and emergency
 situations, and for purposes of
 conducting preventive research studies
 and providing medical treatment by a
 health professional who is a local
 government employee: The health
 professional must sign a statement
 regarding his need for the chemical
 identity, and a confidentiality,
 agreement, prior to disclosure, except in
 emergency situation* when these two-  .
 documents may be defivered later.
   One commeater requested that EPA
 delete entirely th* requirement to .'
 provide specific chemical identity to
 health professionals. The commenter
 indicated that, in it* experience; health
 professionals were mere concerned; with
 obtaining detailed health and safety    :
 data than the specific chemical identity.
 However, the commenter overlooks the -
 fact that the provision of the specific
 chemical identity, under specified
 circumstances, is a direct requirement of
 section 323 of Title EL EPA cannot alter
 the basic requirements of the statute.
  Health professionals may obtain trade
 secret information for the three purposes
 set out in the statute. However, they are
 required to sign a confidentiality
 agreement and a statement of need
 stating that they need the information
 for the purposes set out in the statute.
/L Non-emergency Diagnosis or
 Treatment
  The first provision, part (aj of section
 323, requires that in non-emergency
 situations, an owner op operator of a
facility which is subject to the
requirements of sections 311..312, or 313,
shall provide the specific chemical
identity, if known, of a hazardous
chemical, extremely hazardous
substance, or a toxic chemical to a
health professional who requests the
identity in writing and describes in a
written statement of need described
below a reasonable basis for suspecting .
that the specific chemical identity is
needed for diagnosis or treatment of as
individual or individuals who have been  •
exposed to the chemical'concerned. The
health professional must also state that
knowledge of the specific chemical
identity will assist in diagnosis or
 treatment of the exposed individual(s).
 The health professional must certify that
 the information contained'in the
 statement of need is true and accurate.
 The health professional must also
 provide a signed confidentiality
 agreement described in VILE to the
 facility prior to gaining access to trade
 secret chemical identity. Any health
 professional performing diagnosis' or
 treatment not solely doctors or nurses,
 is permitted access to trade secret
 chemical identity in a non-emergency
 situation.     '                •

 B. Emergency Situations
   The second provision of section 323
 deals with medical emergencies and
 requires an owner or operator of a
 facility subject to the requirements of
 sections 311,312, or 313 to immediately
 provide a copy of an MSDS, an
 inventory'form, or a toxic chemical
 release form, including die specific
 chemicai identity, if known, of a   .
 hazardous chemical, extremely
 hazardous substance, or a toxic   "    '
 chemical, to any treating physician or   •
 nurse who requests the chemical
 identity under emergency conditions as  •
 specified ia the statute; The treating
 physicians or nurses-must determine    •
 that- (lj a medical emergency exists; (2f
 the specific identity of the-chemical   "
 concerned is necessary for or wiH assist
 in emergency-or first-Hid diagnosis or
 treatment and (3) the individual or  .
 individuals being diagnosed or treated
 have been exposed to the chemical
 concerned.
  In response to public comments, EPA
 considered whether health professionals
 other than treating physicians and      '
 nurses (such as commercial spill
 contractors, paramedics, and other   '
 emergency medical services workers)
 should be provided access to trade
 secret chemical identities under this
 provision. The Agency decided that only
 treating physicians and nurses are
 entitled to such access, in accordance
 with the specific wording of the statute
 and following the intent of the OSHA
 provisions. In a medical emergency, only
 the doctor or nurse will conduct the
 medical examination and diagnose the
 necessary treatment. Most necessary
 information could be obtained from
 MSDSs and other Title IH forms.
 Consequently,, it is not necessary for
 personnel other than doctors and nurses
 to have access to trade secret
 information.
  The requesting physician or nurse in
 such an emergency does not need to : :
submit a written confidentiality
agreement or statement of need prior to
receiving the trade secret chemical	
identity.The owner OF operator ••
  disclosing such information may,
  however, require a written
  confidentiality agreement and statement
  of need as soon as circumstances
  permit.
   Some industry commenters on the
  proposed rule expressed concern that
  although they would be willing to      ;
  provide information in the case of a true
  emergency, that the procedures therein
  would not provide adequate protection
  against fraudulent attempts,to obtain
  confidential information. EPA
  considered requiring procedures  such as
  phone calls or the development of a
  system of identification numbers. These
  procedures, however, would be
  burdensome, beyond the scope of the
  statute and of limited efficiency for the
  various scenarios possible in emergency
  situations. For these reasons, EPA
  decided not to recommend a specific
  verification procedure. If the facility
  wishes to verify that the situation is an
  emergency, the facility must do so
  without compromising the need to
  immediately provide the information
  requested by treating physicians  and
  nurses. Chemical identities absolutely
.  may not be disclosed or used for  any
  purpose other than the proper treatment
  and diagnosis of a chemically related
 injury or illness.

  C. Preventive and Treatment Measures
   The third provision of section 323
 deals with preventive and treatment
 measures by local health professionals.
 This subsection is intended to allow
 local health professionals access  to
 information on chemicals in order to
 facilitate epidemiologicai and
 lexicological research and to render
 medical treatment for the effects of
 chemical exposures. This subsection
 requires an owner or operator of a
 facility to promptly provide the specific
 chemical identity, if known, of a
 hazardous chemical, an extremely
 hazardous substance, or a toxic
 chemical to any health professional who
 is a local government employee or under
 contract with a local government who
 submits a request in writing and
 provides a written statement of need
 and a confidentiality agreement. The
 statement of need must describe one or
 more of- the needs set forth in the
 regulations.
   Under this section of the statute,. EPA
interprets the term "health professional"
 to be any health professional with the
professional expertise to perform, the
types of research arid'treatment set forth
hi the statute, and who is employed  by
the local government. Under this
section, such health professionals  as    '
physicians, toxicologists-and          .•

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2879$
Federal  Register / Vol. 53. No. 146  /
                                                                                    a*<* Regulation
epidemiologists may gain access to
trade secret chemical identity.
  A few industry commenters argued ,
that a provision should be made for
allowing disclosure of relevant health
effects information other than the
chemical identity in this preventive and
treatment measures section. They
asserted that other information will be
sufficient to conduct the listed types of
studies and surveillance. EPA considers
it Inappropriate to place regulatory
limitations on the six statutory  ,
situations in which health professionals
may seek disclosure of chemical
identities because they are explicitly
mentioned in the statute.
D. Statement of Need
  In Ihe proposed rule, EPA requested
comment concerning whether the
statement of need should contain a
detailed description of why the
disclosure of the following information
would not be sufficient to enable the
health professional to provide medical  •
services: (a) The properties and effects  -
 of the chemical, (b) measures for
 controlling the public's exposure to the
 chemical (c) methods of monitoring and
 analyzing  the public's exposure to the
 chemical, and (d) methods of diagnosing
 and treating harmful exposure to the
 chemical. These are the provisions in-
 the Occupational Safety and Health Act
 Hazard Communication Standard. One  *
 commenter objected strongly, to the
 inclusion of these provisions, citing the
 paramount interest in allowing health .
 professionals to "undertake their own
 independent course of treatment, and
 hopefully  to prevent future disease."
 Industry commenters, on the other hand,
 asserted that, in the vast majority of
 cases, information necessary for
 diagnosis  and treatment can be
 provided without disclosing specific
 chemical identity. They argued for a
 presumption against disclosure, which
 would justify a higher standard for the
 health professional to meet in
 demonstrating that trade secret
 information should be disclosed.
   The Agency has decided not to
 explicitly include the OSHA provisions
 in the final rule. The statutory
 requirement that a health professional
  describe "a reasonable basis" why the
  specific chemical identity is needed will
  implicitly explain why other information
  would not be sufficient The Agency
  believes the OSHA provisions would be
  unnecessary.
  £, Confidentiality Agreement
    The confidentiality agreement.
  required of the health professional must
  state that the health professional will
  not use the trade-secret chemical
                         identity for any purpose'other than the
                         health needs asserted hi the statement
                         of need, or as may otherwise be
                         authorized by the terms of the
                         agreement itself. This .agreement may be
                         negotiated between the health
                         professional and the facility.
                           The provisions in the confidentiality
                         agreement will enable the health
                         professional to clearly understand the
                         extent of disclosures permissible. At a
                         minimum, the written confidentiality
                         agreement shall include a description of
                         the procedures to be used to maintain
                         the confidentiality of the disclosed
                         information and a statement by the
                         health professional that he will not use
                         the information for any purpose other
                         than the health needs asserted in the
                         statement of need. Also, the health
                         professional must agree not to release
                          the information under any
                         circumstances, except as authorized by
                          the terms of the agreement However,
                          this authorized disclosure may be
                          structured so that the health
                          professional may release the trade
                          secret chemical identity to other health
                          professionals if the professionals
                          routinely rely on each other's expertise
                          for needed advice. The agreement may
                          also specify that the first health
                          professional may. disclose the trade
                          secret chemical identity to other health
                          professionals if suph disclosure is
                         .necessary in order for the first
                         'professional to-learn necessary-
                          information to render a professional
                          opinion. Except in those instances.
                          specified in the confidentiality
                          agreement the health professional may
                          not be permitted to release the
                          information to other health
                          professionals. The health professional
                          may be permitted to write articles for
                          medical journals or to go on speaking
                          tours discussing the chemical involved if
                          such activity does not result in the
                          disclosure of the identity of the chemical
                          and the facility's relationship to that
                          chemical
                            The proposed rule included a
                          reasonable pre-estimate of damages as
                          an appropriate legal remedy in the event
                          of a breach of the confidentiality
                          agreement. Commenters expressed
                          concern that inclusion of pre-estimates
                          of damages in confidentiality
                          agreements may have a  chilling effect on
                          health professionals, discouraging them
                          from entering into such agreements.
                          Many health professionals may be
                          unable or unwilling to assume the
                          liability associated with such a
                          provision in exchange for obtaining
                           information necessary for them to
                           provide proper treatment or diagnosis.
                           Several commenters characterized this
                           liability as "unreasonable" and "not
'contemplated by the legislation." EPA
agrees with the commenters and the
provision for a pre-estimate of damages
ihas been deleted from the final rule. The
iAgency believes that the underlying
purpose of the confidentiality agreement
iis to protect a facility's trade secret
'chemical identity from unlimited and
unbridled disclosure, not to make it
: overly burdensome or difficult for the
.health professional to obtain the specific
identity of a chemical.
1   This confidentiality agreement  is
i subject to State law and State
i contractual remedies. Also, nothing in
i this regulation precludes the facility or
i health professional from pursuing non-
contractual remedies to the extent
permitted by law.

IF. Related Issues

'-.   Following .the receipt of a written
• request, the facility owner or operator to
: whom such request is-made shall
, promptly provide the requested
1 information to  the health professional.
j EPA considered specifically defining
, "promptly" and "immediately" to mean
i a particular number of days. Two
 commenters discussed the Agency's
! failure to define the term "immediately"
 in the context of the requirement to
' release chemical identification
i information to health professionals. One
; of these commenters asked that the
 Agency define the term, while the other
i commenter expressed support for the
1 Agency's decision to not specify a
j particular time period to provide the
• information. For the reasons stated
'! above,  the Agency will refrain from
I defining "immediately" more
i specifically. The Agency did not receive
 any comments on this issue and  has
 decided not to define the terms because
 of the concern that defined times will
 limit the speed of response. The  statute
 requires "immediate" provision of data
 in the case of medical emergencies and
 EPA interprets this to mean that the
 owner or operator will provide the data
 over the telephone, without requiring a
 written statement of need or a
 confidentiality agreement in advance.
    As stated in the proposed rule, the
 Agency is aware of the possible
 situation where the owner or operator of
 a facility is unable to provide the
 chemical  identity because the
 manufacturer of the chemical has kept
  the identity confidential. In these
  situations, EPA suggests that the owner
  or operator of the facility put the
  requester in touch with the supplier of
  the chemical, but the facility is not
  responsible for supplying information
  which it cannot obtain for itself.

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    EPA received a comment that if a
  patient becomes aware, OP wishes to
  learn, the chemical identity .of a
  substance he was exposed to, he should
  be required to sign a confidentiality
  agreement'Since the provisions of
  section 323 deal only with the release of
  information to health professionals, the
  Agency cannot require disclosures to
  patients as part of this rulemaking.
    The regulation authorizes health
  professionals to refer to trade secret
  chemical identity in  discussions with
  EPA personnel, who themselves are
  authorized to have access to Title III
  trade secret information. This is based
  on a provision of the OSHA Hazard
  Communication Standard:. Several
  commenters suggested that the Title III
  regulations should restrict the release of
  confidential information from health
  professionals to EPA to a greater extent
  than was provided in the proposed rule.
  Specifically, several  commenters stated'"
  that Title III trade secret regulations
  should mirror the procedures- in the
 .' OSHA Hazard' Communication
  Standard, which requires that the
  government provide notice to the facility
  owner or operator whenever a health
  professional transmits trade secret
  information to the government agency.
  Based on the comments, EPA considered
  three options for restricting releases of
  trade secret information from health,
  professionals to the Agency. First, EPA
  considered the addition of a requirement
  similar to OSHA's that notice be given
 to the facility owner or operator
 whenever a health professional provides
 trade secret information to EPA. The
 second option considered was the
 limitation of communications between
 EPA  and the health professional to the
 generic class or category, in non-
 emergency situations. The third option
 considered was to establish procedures
 similar to Confidential Business
 Information (CBI) Procedures utilized
 under TSCA. In this option, the health
 professional would be required to verify
 that an EPA employee is on a CBI
 authorized access list before disclosing
 trade secret chemical  identities.
  EPA evaluated the options and
 decided that each one would impede
 timely transmission-of important health
 effects data necessary for proper
 diagnosis and treatment. The .procedures
 would be administratively cumbersome
 and they are not explicitly required by
 the statute. The Agency is already fully  ,
 aware of the necessity taprotect trade
 secret information and believes
 additional procedures  .are unnecessary.
  EPA construes section 323. to mean    :
 that a facility is not permitted', to deny
disclosure of a specific chemical identity
  to a health professional under any
  circumstances provided-there is a
  written statement of need and a written
  confidentiality agreement. Section 325(cj
  empowers EPA to assess civil penalties
  of up to $10,000 for failure to disclose the
  trade secret chemical identity to health
  professionals in emergency situations,
  as required by section 323(b}. Health
  professionals may also sue under
  section 325(e) in U.S. District Court to
  obtain the information.

  VIII. Summary of Supporting Analyses

  A. Regulatory Impact Analysis
  1. Purpose
    Executive Order (E.O.) No. 12291
  requires each federal agency to
  determine if a regulation is a "major"
  rule as defined by the Order and to
  prepare a Regulatory Impact Analysis
  (RIA) in connection with each, major
  rule. EPA has determined that the
  requirements and procedures
  established in this rulemaking for
  treatment of chemical data considered
  to-be trade secret by facilities reporting
  under other sections of Title IH do not
  constitute a major rule under E.O. No.
  12291. The Agency has prepared an
  economic  analysis to assess the
  economic  impacts of the final regulation
  on affected industry and government
 entities. The following summary of '
 results are presented in detail in
 Regulatory Impact Analysis in Support
 of Final Rulemaking under Sections
 322-323 of the Superfund Amendment
 and Reauthorization Act of 1986.
 2. Methodology
   EPA conducted an assessment of the
 costs and benefits associated with this
 final rule and the primary provisions of
 sections 322 and 323, including the
 preparation of trade secrecy claims by
 facilities; the processing and storing of
 claims by EPA; the public petition and
 review process; the provision of adverse
 health effects data for chemicals whose
 identities are withheld as trade secrets;
 and special access procedures under
 which facilities must promptly provide
 chemical data to members of the health
 profession.
  This analysis considered the costs
 that five groups will incur as a result of
 the rule and the section 322-323
 provisions. These five groups are:
 facilities, EPA, public petitioners. States,
 and health  professionals.
  The economic analysis conducted for
 the final rule took into account public  • •
 comments on the proposed-rule and
modifications made to other Title III
reporting provisions. Among the changes
incorporated into-the-economic analysis
supporting the final rule are the trade
  secret claims made by non-
  manufacturihg facilities submitting
  reports under sections 311 and 312 of
  SARA; increased costs for the public
  petition and review process; and
  consideration of the potential for cost
  savings per claim that may result when
  facilities file trade secret claims for the
  same chemical under different Title III
  reporting sections.
    The economic analysis for the final
  rule confirms that facilities will make
  trade secret claims in about 0.1 percent
  of the reports submitted under Title III.
  This confirmation is based on the low
  number of trade secret claims having
  actually been made fay facilities in 1987
  during the first round of reporting under
  section 311 of SARA^
  3. Results

    The economic analysis conducted for
  the final rule estimated the costs that
  would b^iricurred by each of the five
  groups affected by the rule and the
  statutory provisions. The aggregate
  present value costs during the first 10
.  years of Title III reporting, using a
  discount rate of 4 percent are estimated
  ta be approximately $67.6 million, or an
  average of $6.8 million annually. The
  following discussion summarizes the
  costs that each of the major groups is
  estimated to incur.
   Facilities. Industrial facilities incur
  the largest amount of costs in preparing
  and filing trade secret claims. They also
  will incur costs when they respond to
  public petitions challenging their trade
  secret claims and when they provide
  trade secret information  to health
 professionals.
   Facilities will incur the greatest costs
 in 1990, when the section 311 MSDS
 reporting threshold for non-
 manufacturing facilities is assumed to
 decline from 10,000 pounds to 500
 pounds. The 1990 facility costs are
 estimated in the analysis to be
 approximately $26.4 million.
  The analysis also estimates the costs
 of an individual facility filing a trade
 secret claim for the first time and the
 costs to file subsequent trade secret
claims. An average facility will incur
costs of approximately $1,100 when it
files its first trade secret claim, and
between $270 and $563 when it files a
subsequent claim; depending on-the type
of claim made. If the public challenges a
trade secret claim that a facility makes,
the analysis estimates that a facility will
incur an average of about $1,300 dollars
to provide supplemental information to
support the original substantiation. The :
analysis also estimates that these costs
could range as high as> $3,400 if a
facility's claim is rejected by EPA and

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              Federal Rejdsterf Volr S3i-'N
 approximately $4,200 in each         |
 subsequent year tor develop profiles for
 new chemicals that facilities claim trade
 secret.                             !
   Health Professionals, The analysis.
 estimates that the aggregate present
• value costs to health professionals will
 be approximately $372.000 during tile :
 first ten years- of Title HI reporting, or  .
 approximately $37,20O annually. The
 analysis also- estimates that health    i
 professionals will incur a range of costs
 between $110 and $140 in making a   :
 request of a facility for a trade secret:
 depending on the particular          j
 circumstances of the request as      >
 described under section 323 of the rule.
    Sensitivity Analyses. After calculating
 aggregate costs for each of the five    :
 groups, eight sensitivity analyses were
 conducted to test the effect of important
 assumptions on the total-costs of the i
 rule. These analyses included the-    !
 number of trade secret claims that    i •
 facilities will file, the costs of filing a •
 trade secret claim; the likely effect of!  '
 linkage on the number of trade secret •
  claims, the number of Tier II claims
under section 312, the number of
petitions that the public files challenging
facility trade secret claims, the number
of requests for adverse health effects-
information, arid the number of requests
health professionals make for the
identity of trade secret chemicals.
  The sensitivity analyses demonstrated
that the costs of the final rule are most
sensitive to the number of trade secret  ,
claims that facilities will file and the
costs of filing each claim.
  Benefits. Benefits may arise as a
result of this rule both for facilities and
for the public. Relationships among the
activities undertaken by Various
affected groups are complex and only a
qualitative discussion of benefits is
included in the economic analysis. For
facilities, direct benefits may include
protection of trade secrets involving
chemicals used in production processes,
that, by definition, involve information
that permit a facility to have a
competitive advantage over another
facility. For the public, the rule provides
a petition and review process that
allows challenge of the validity of a
trade secret claim through an.
administrative review, process, and.
allows health effects, information to be
disclosed! without jeopardizing the
competitive position of the facility.

B. Regulatory Flexibility Analysis

1. Purpose

   Under the Regulatory Flexibility Act
of 1980, a Regulatory Flexibility
Analysis must be performed for all rule
that are likely to have a "significant
impact on a substantial number of small
entities" (small businesses, small
organizations, and small governmental
jurisdictions). The analysis contained in
this economic analysis addresses the
impact of this rule on small entities,
Based on this analysis, EPA has
concluded that although a large number
of small businesses reporting under Title
m could be affected by this rule, the
costs of the rule generally will be low on
a per facility basis and that significant
 impacts will not result.

2. Methodology and Results

   In order to assess the likely economic
 impacts that this final rule will have on
small businesses, EPA compared likely
 average-costs for small facilities to file a
 trade secret claim with median  sales for
 those facilities, and evaluated whether
 the rule likely would affect a substantial
 number of small entities.
   The results-of the economia analysis
 show generally that the cost of filing a
 trade secret claim will not be a  burden
 on facilities because the likely costs of

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         and.Regula'tions
                                                                                                               28801
  filing a trade secret claim under a worst
  case scenario tested in thei analysis are
  less than one percent of median sales.
    EPA defined small businesses in this
  analysis to be those with fewer than 20
  employees. The number of small
  businesses tinder this definition is
  estimated to be approximately 2,794,400
  facilities (the universe of facilities in
  categories covered by section 303, the
  broadest of the sections associated with
  trade secrecy claims). The economic
  analysis conducted for the final rule .
  estimates that approximately 61,600
  facilities will file trade secret claims
  during the first ten years of Title HI
  reporting. If all facilities filing trade
  secret claims met the definition of
  "small business," this would encompass
  only 2.2 percent of small businesses,
  well below the usual level'df 20 percent
.  established by EPA to represent a
  "substantial" number of small facilities.
  3. Certification
    On the basis of the analyses •
  contained in the economic analysis with
  respect to the impact of this rule on
  small entities, I hereby certify that this
  rule will not have a significant impact
  on a substantial number of small •
  entities. This  rule, therefore; does not
  require a Regulatory Flexibility
  Analysis.      .   .

  C. Paperwork Reduction Act
   Public reporting burden for this
 collection of information is estimated to
 vary from 27.7 to 33.2 hours per-
 response, with an average of 28.8 hours
 per response,  including time for
 reviewing instructions, searching
 existing data sources, gathering and
 maintaining the data needed, and
1 completing and reviewing the collection
 of information. Send comments:
 regarding the burden estimate or any
 other aspect of this collection of
 information, including suggestions for
 reducing this burden, to Chief.
 Information Policy Branch. PM-223, U.S.
 Environmental Protection Agency. 401M
 Street SW.. Washington, DC 20460; and
 to the Office of Information and
Regulatory Affairs, Office of
Management and Budget, Washington,
DC 20503.
  OMB has reviewed the information
collection requirements contained in this
rule under the  provisions of the'   .
Paperwork Reduction Act of 1980.44
U.S.C. 3501 etseq. and has assigned
OMB Control Number 2050-0078.
List of Subjects in 40 CFR Part 350
  Chemicals, Hazardous substances.
Extremely hazardous-substances, Toxic
chemicals, Community right-to-know,
Superfund Amendments and
•   Reauthorization Act, Trade secrets.
   Trade secrecy claims, Intergovernmental
   relations.
     Dated: July 21,1988.
   Lea M. Thomas,
   Administrator.
     For the reasons set out in the
   Preamble, Title 40 of the Code of Federal
   Regulations is amended by adding a
   new Part 350 to read as follows: .

   PART 350—TRADE SECRECY CLAIMS
   FOR EMERGENCY PLANNING AND
   COMMUNITY RIQHT-TO-KNOW
   INFORMATION: AND TRADE SECRET
   DISCLOSURES TO HEALTH
   PROFESSIONALS

   Subpart A—Trad* Secrecy Claims
..  Sec..              •      '      :
   350.1 Definitions.          ''-•'-.
   350.3  Applicability of subpart; priority
      where provisions conflict; interaction
      with 40 CFR Part 2.
   35O5  Assertion of claims of trade secrecy.
   350.7  Substantiating claims of trade secrecy.
   350.9  Initial action by EPA.
   350.11  Review of claim.
  350.13  Sufficiency of assertions.
  350.15  Public petitions requesting disclosure.
      of chemical identity claimed as trade
     . secret
  350.18  Address to send trade secrecy claims,
      and petitions requesting disclosure.
  350.17  Appeals.
  350.18  Release of chemical identity
      determined to be non-trade secret; notice
      of intent to release chemical identity.'
  350.19  Provision of information to States:
  350.21  Adverse health effects.
  350.23  Disclosure to authorized
     representatives.
  350.25  Disclosure in special circumstances. ' •
 350.27  Substantiation form to accompany
     claims of trade secrecy, instructions to
     substantiation form.
 Appendix A—Restatement of Torts section
     757, comment b

 Subpart B—Oisctosure of Trada Secret
 Information to Health Professionals
 350.40  Disclosure to health professionals.
   Authority: 42 U.S.C 11042.11043 and 11048
 Pub. L. 89-489.100 Stat 1747.

 Subpart A—Trad* Secrecy Claims

 §350.1  Daflnitfons.
   "Administrator" and "General
 Counsel" mean the EPA officers or -
 employees occupying the positions so
 titled.
   "Business confidentiality" or
 "confidential business information"
includes the concept of trade secrecy
and other related legal concepts which
give (or may give) a business the right to
preserve the confidentiality of business
information and to limit its  use or
disclosure by others in order that the -
business may obtain or retain business
advantages it derives from its right in
  the information. The definition is meant
  to encompass any concept which
  authorizes a Federal agency to withhold
  business information under 5 U.S.C.
  552(b)(4), as well as any concept which
  requires EPA to withhold information
  from the public for the benefit of a
  business  under 18 U.S.C. 1905.
    "Claimant" means a person
  submitting a claim of trade secrecy to
  EPA in connection with a chemical
  otherwise required to be disclosed in a
  report or other filing made under Title
  in.
    "Petitioner" is any person who
  submits a petition under this regulation
  requesting disclosure of a chemical
  identity claimed as trade secret.
    "Sanitized" means a  version of a
  document from which information
  claimed as trade secret or confidential
  has been omitted or withheld.
    "Senior management official" means
  an official with management
  responsibility for the person or persons
  completing the report, or the manager of
  environmental programs for the facility
  or establishments, or for the corporation
  owning or operating the facility or
  establishments responsible for certifying
  similar reports under other
  environmental regulatory requirements. .
    "Specific chemical identity" means
  the chemical name. Chemical Abstracts
  Service (CAS)-Registry Number, or any  :
  other information that reveals the
  precise chemical designation of the
  substance. Where the trade name is
  reported in lieu of the specific chemical
 identity, the trade name will be treated
 as the specific chemical identity for
 purposes of this part.
   "Submitter" means a person filing a
 required report or making a claim of
 trade secrecy to EPA under sections 303
 (d}(2) and (d}(3), 311, 312, and 313 of
 Title ffl.
   "Substantiation" means the written
 answers submitted to EPA by a
 submitter to the specific questions set
 forth in this regulation in support of a
 claim that chemical identity is a trade
 secret.
  "Title HI" means Tide  ffl of the
 Superfund Amendments  and
 Reauthorization Act of 1988, also titled
 the Emergency Planning and Community
 Right-to-Know Act of 1988.
  .'Trade secrecy claim" is a submittal
 under sections 303 (d)(2)  or (d}(3), 311,
 312 or 313 of Title ffl in which a
 chemical identity is claimed as trade
 secret; and  is accompanied by a
 substantiation in support of the claim of
 trade secrecy for chemical identity.
 • "Trade secret" means any
confidential formula, pattern, process,
device-, information or compilation of

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information that la used in a submitter's
business, and that gives the submitter an
opportunity to obtain an advantage over
competitor* who do-not know or use iL
EPA intends to be guided-by the.
Restatement of-Torts,. section 757;
comment b.
  "UnsanWzed'* means a version-of a
document from, which information
claimed as trade- secret or confidential
has not been withheld or omitted.
  "Working day" is any day on: which
Federal government offices are open for.
normal business. Saturdays. Sundays.
,and official Federal holidays are not
working days; all other days are.

§S5&3  Applc«b«ty of setopart; priority
vriw» pro vision* coofflct; hrt««ction wttrr
40CFBP»rtZ  -
  (*) Applicability of subpart. Sections
350.1 through 35O27 establish rules-
gacv*nringf assertion of trade secrecy -
daima foe thtr™1™* identity informatioci; *
collected ondct the authority of. sections
303. (d}(2> and fd){3), 311,312 andJ313 of
Titli III of thaSuperfimd Amendments.
 and Reauthorization: Act of-1988, and for
 trade secrecy or business confidentiality.
 claim* foTinfonnation-submitted in a
 substantiation under sections 303 (d)(2),
 and (dM33» 3tt 312; and 313 of Title JIL
 Thissubpart also, establishes ruler.
 governing petitions front the public
 requesting the disclosure- of- chemical
 Identity claimed as trade secret, and
 determinations by EPA of whether this
 Information is entitled to trade secret
 treatment Claims for confidentiality of
* the location of a hazardous-chemical
 under section 312{dK2)(F} of Tittem are
 not subject to the  requirements of this- •
 subpart
   (b) Priority where provisions conflict.
 Where information subject to the
 requirements of this-subpart is also
 collected under another statutory
 authority. th« confidentiality, provisions.
 of that authority shall be used to claim "
 that information as-trade secret or
 confidential when submitting it to EPA
 under that statutory authority.
    (c) Interaction with 40CFR Part 2.
 EPA's Freedom of Information Act
 procedures. (1) No trade secrecy or
  business confidentiality claims other
  than those allowed hi this subpart are
  permitted for information collected
  under sections 303 (d)(2) and (d)(3), 311.
  312 and 313 of Title m.
    (2) Except as provided in § 350.25 of •
  this subpart, request for access to
  chemical identities withheld as trade"
  secret under this regulation is solely
  through this regulation and procedures
  hereunder, not through EPA's Freedom
  of Information Act procedure* set forth
  at40CFRl'ar2.
  (3) Request for access to information
other than chemical identity submitted
to EPA under this regulation is through
EPA's Freedom of Information Act     |
regulations at 40 CFR Part 2..          I ;

§351X5 Assertion of claims of trade     •
secrecy.         .                   !
  (a) A claim of trade secrecy may be  j
made only for the specific chemical    i
identity of an extremely hazardous    ;
substance under sections 303 [d)(2) and
(d)(3). a hazardous chemical under    !
sections 311 and 312, and a toxic      i
chemical under section 313.          i
  (b) Method of asserting claims of    >
trade secrecy for information submitted
under sections 303 (d)(2) and (d)(3).,   |
  (1> In submitting information to the,
local emergency planning committee
undersectiona 303 (d)(2) or (d)(3), the  '.
submitter may claim as trade secret the
specific chemical identity of any      '
chemical subject to.reporting-undet   i
sectionSOS;                        >
  • (2J To make a daim; the submitter
.shall submit to-EPA ttta-foHbwingr
  (i) A copy of the information which is.
being submitted under sections 303   i
(d]{2) or (d)(3J to the local'emergency ;
planning committee, with the chemical
 identity or identities claimed trade    i
 secret deleted, and the generic dass or
 category of the chemical identity or  1
 identities inserted In its place; The    i
 method of choosing generic dass or  ;
 category is set forth, in paragraph (f) of
 this section.
   (it) A sanitized ancLunaamtized ••   >
 substantiation in accordance with- -  j
  §. 350.7-for each chemical identity
 claimed as trade secret             ,
   (3) If the submitter wishes to claim
 information in the substantiation as  ; .
  trade secret or business confidential. j[t
  shall do so in accordance with       '
  § 35O7(d).
.  (4} Section 303 daims shall be sent ;to-
  the address specified in 4 350.1ft of this-
  regulation.      •         .         j
   (c) Method of asserting daims of trade
  secrecy for information submitted under
  section 311.                       \
   (1) Submitters may claim as trade  ;
  secret the specific chemical identity of
  any chemical subject to reporting under
  section 311 on the material safety data
  sheet or chemical list under section 311,
    (2) To assert a daim, for a chemical
  identity on a material safety data sheet
  under section 311, the submitter shall
  submit to EPA the following:        '
  ; (i) One copy of the material safety
  data sheet which is being submitted to
  the State emergency response
  commission, the local emergency
  planning committee and the local fire
  department which shall make it
  available to the public. In place of the
specific chemical identity daimed as
trade secret, the generic-class or
category of the chemical claimed as
trade secret shall be inserted. The
method of choosing generic class or
category is  set forth in paragraph (f) of
this section.
  (ii) A sanitized and unsanitized
substantiation in accordance with
§ 350.7 for every chemical identity
claimed as  trade secret.
  (3) To assert a daim for a chemical
identity on a list under section 311. the
submitter shall submit to EPA the
following:
  (i) An unsanitized-copy of the
chemical list under-section 311. The
submitter shall clearly indicate the
specific chemical identity daimed as
trade secret and shall label it  "Trade
Secret" The generic dass or category of
the chemical claimed aa trade  secret
shall be inserted directly below the
daimed chemical identity. The method
of choosing generic dass or category is
set forth in. paragraph, (ft of this section-
   (ii) A sanitized copy of the chemical
 list under section 311. This copy shall be
 identical to the document-in paragraph.
 (c)(3)(i}of this section except that, the
 submitter shall delete the chemical
 identity daimed aa trade secret leaving
 in place the generic class or category of
 the chemical daimed as trade secret.
 This copy  shall be sent by the submitter
 to the State emergency response
 commission, the local emergency
 planning committee and the local fire
 department which, shall make it
 available  to the public.
   (iii) A sanitized and unsanitized-
 substantiation in accordance  with
 § 350.7 for every chemical identity
 claimed as trade secret.
   (4) If the submitter wishes to claim
 information in the substantiation as
 • trade secret or business-confidential, it
 snail-do so in accordance with
  § 350.7(d).
   (5) Section 311 daims shall be sent to
 the address specified in § 350.16 of this
 regulation.
   (d) Method of asserting claims of
  trade secrecy for information submitted
  under section 312.
    (1) Submitters may claim aa trade
  secret the specific chemical identity of
  any chemical subject to reporting under
  section 312.
    (2) To assert a daim the submitter
  shall submit to EPA the following:
    (i) An unsanitized copy of the Tier fl
  emergency and hazardous chemical
  inventory form under section 312. (The
  Tier I emergency and hazardous
  chemical inventory form does not
  require the reporting of specific
  chemical identity and therefore no trade

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 146 i
''WMW
Friday» July 29» 198S /
                                                                                      and Regulations
                                                                       22^03
 secresy claims may be made with
 respect to that form.} The submitter
 shall clearly indicate the specific
 chemical identity claimed as trade
 secret by checking the box marked
 "trade secret" next to the claimed
 chemical identity.
  (ii) A sanitized copy of the Tier II
 emergency and hazardous chemical
 inventory form. This copy shall be
 identical to the document in paragraph
 (d)(2)(i) of this section except that the
 submitter shall delete the chemical
 identity or identities claimed as trade
 secret and include instead the generic
 class or category of the chemical
 claimed as trade secret. The method of
 choosing, generic class or category is set
 forth in paragraph (f) of this section. The
 sanitized copy shall be sent by the
 submitter to the State emergency
 response commission, local emergency
 planning committee or the local fire
 department whichever entity requested
 the information.
  (iiij A sanitized and unsanitized
 substantiation in accordance with
 § 350.7 for every chemical identity
 claimed aa trade secret.
  (3) If the submitter wishes to claim
 information in the substantiation as
 trade secret or business confidential, it
 shall do so in accordance with
  (4} Section 312 claims shall be sent to
the address specified in f 350.16 of this-
regulation.
  (e) Method of asserting claims of trade
secrecy for information submitted under
section 313.
  (1) Submitters may claim as trade
secret the specific chemical identity of
any chemical subject to reporting under
section 313.
  (2} To make a claim, the submitter
shall submit to EPA the following:
  (i) An unsanitized copy of the toxic
release inventory form under section 313
with the information claimed as trade
secret clearly identified. To do this, the
submitter shall check the box on the
form indicating that the chemical
identity is being claimed as trade secret
The submitter shall enter the generic
class or category that is structurally
descriptive of the chemical, as specified
in paragraph (f) of this section.
  (ii) A sanitized copy of the toxic
release inventory form. This copy shall
be identical to the document in
paragraph (e)(2)(i) of this section except
that the submitter shall delete the
chemical identity claimed aa trade
secret. This copy shall also be submitted
to the State official or officials
designated to receive this- information. .
  (iii) A sanitized and unsanitized
substantiation in accordance with
 § 350.7 for every chemical identity
 claimed as trade secret
  (3) If the submitter wishes to claim
 information in the substantiation as
 trade secret or business confidential, it
 shall do so in accordance with
 § 350.7(d).
  (4) Section 313 claims shall be sent to
 the address specified in § 350.18 of this
 regulation.
  (f) Method of choosing generic class
 or category for sections 303,311,312 and
 313. A facility owner or operator
 claiming chemical identity as trade
 secret should choose a generic class or
 category for the chemical that is
 structurally descriptive of the chemical.
  (g) If a specific chemical identity is
 submitted under Title HI to EPA, or to a
 State emergency response commission,
 designated State agency, local
 emergency planning committee or local
 fire department without asserting a
 trade secrecy claim, the chemical
 identity shall be considered to have
 been voluntarily disclosed, andnoa-
 trade secret
  (h) A submitter making a trade.
 secrecy claim under this section shall
 submit fo entities other than EPA (e.g., a
 designated State agency, local
 emergency planning committee and
 local fire department} only the sanitized
 or public copy of the submission and
 substantiation.

 §360.7  SubctmftatingeteinwoftnKia
 secrecy.
  (a) Claims of trade secrecy must be
 substantiated by providing a specific
 answer including, where applicable,
 specific facts, to each of the following
 questions with the submission to which
 the trade secrecy claim pertains.
 Submitters must answer these'questions
 on the form entitled "Substantiation to
 Accompany Claims of Trade Secrecy" in
 § 350.27 of this aubpart.
  (1) Describe the specific measures you
 have taken to safeguard the
 confidentiality of the chemical identity
 claimed as trade secret, and indicate
 whether these measures will continue in
 the future.
  (2) Have you disclosed the
 information claimed as trade secret to
 any other person (other than a member
 of a local emergency planning
 committee, officer or employee of the
 United States or a State or local
government or your employee) who is
 not bound by a confidentiality
 agreement to refrain from disclosing this
 trade secret information to others?
  (3) Liat all local. State, and Federal
government entities to which, you have
 disclosed  the specific chemical identity.
For each, indicate whether you asserted
a confidentiality claim for the chemical
                         identity and whether the government
                         entity denied that claim.
                           (4) In order to show the validity of a
                         trade secrecy claim, you must identify
                         your specific use of the chemical
                         claimed as trade secret and explain why
                         it is a secret of interest to competitors.
                         Therefore:
                           (i) Describe the specific use of the
                         chemical claimed as trade secret,
                         identifying the product or process in
                         which it is used. (If you use the chemical
                         other than as a component of a product
                         or in a manufacturing process, identify
                         the activity where the chemical is used.)
                           (ii) Has your company or facility
                         identity been linked to the specific
                         chemical identity claimed as trade
                         secret in a patent, or in publications or
                         other information sources available to
                         the public or your competitors (of which
                         you are aware)? If so, explain why this
                         knowledge does not eliminate the
                         justification for trade secrecy.
                           (iii) If this use of the chemical claimed
                         aa trade secret is unknown outside your
                         company, explain how your competitors
                         could deduce this use from disclosure of
                         the chemical identity together with other
                         information on the Title III submittal
                         form.
                           (ivj Explain why your use of the
                         chemical claimed as trade secret would
                         be valuable information to your
                         competitors.
                           (5) Indicate the nature of the harm to
                         your competitive position that would
                         likely result from disclosure of the
                         specific chemical identity, and indicate
                         why such harm would be substantial.
                           (6](i) To what extent is the chemical'
                         claimed as trade secret available to the
                         public or your competitors in products,
                         articles, or environmental releases?
                           (ii) Describe the factors which
                         influence the cost of determining the
                         identity of the chemical claimed as trade
                         secret by chemical analysis of the
                         product article, or waste which contains
                         the chemical (e.g.* whether the chemical
                         is in pure form or is mixed with other
                         substances).
                           (b) The answers to the substantiation
                         questions listed in paragraph (a) of this
                         section are to be submitted on the form
                         in § 350.27 of this subpart, and included
                         with a submitter's trade secret claim.
                           (c) An owner, operator or senior
                         official with management responsibility
                         shall sign the certification at the end of
                         the form contained in § 350.27. The
                         certification in both the sanitized and
                         unsanitized versions of the
                         substantiation must bear an original
                         signature;
                           (d) Claims of confidentiality in the
                         substantiation. (1) The submitter may
                         claim a» confidential any trade secret or

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28804
Federal Renter / Vol. 53,.No. 146  /  Friday.  July 29> 198g|/ Rutes and Regulation*
confidential business information
contained in the substantiation. Such
claims for material in the substantiation
are not limited to claims of trade
secrecy for specific chemical identity,
but may also include claims of
confidentiality for any confidential
business information. To claim this
material as confidential, the submitter
shall clearly designate those portions of
the substantiation to be claimed as
confidential by marking those portions
"Confidential," or 'Trade Secret"
Information not so marked will be
 treated as public and may be disclosed
without notice to the submitter.
   (2) An owner, operator, or senior
 official with management responsibility
 shall sign the certification stating that
 those portions of the substantiation
 claimed as confidential would, if
 disclosed, reveal the chemical identity
 being claimed as a trade secret, or •
 would reveal other confidential business
 or trade secret information, this     ;
 certification to combined on the
 substantiation form in § 3SO27 with, the
 certification described in paragraph (c)
 of this section.
   (3) The submitter shall submit to EPA.
 two copies of the substantiation, one of
 which shall be the unsanitized version,
 and the other shall be the sanitized
 version.
   (i) The unsanitized copy shall contain
 alt of the information claimed as trade -
 secret or business confidential marked
 as indicated in paragraph fd){lj of this
 section.
   (lil The second copy shall be identical
 to the unsanitized substantiation except
 that it will be a sanitized version, in
 which all of the information claimed as
 trade secret or confidential shall be
 deleted. If any of the information
 claimed as trade secret in the
  substantiation is the chemical identity
  which is the subject of the
  substantiation, the submitter shall
  include the appropriate generic class or
  category of the chemical claimed as
  trade secret. This sanitized copy shall
  be submitted to the State emergency
  response commission, a designated
.  State agency, the local emergency
  planning committee and the local fire
  department, as appropriate, and made
  publicly available.
    [e] Supplemental information. (1) EPA
  may request supplemental information
  from the submitter in support of its. trade
  secret claim, pursuant to § 350.11(a)(l).
  EPA may specify the kind of inf brmation
   to be submitted, or the submitter may
   submit any additional detailed
   information which further supports the
   truth of the information previously
   supplied to EPA in its initial
   substantiation, under this section.
                           (2) The submitter may claim aa
                         confidential any trade secret or
                         confidential business information
                         contained in the supplemental
                         information. To claim this material as
                         confidential, the submitter shall clearly
                         designate those portions of the
                         supplemental information to be claimed
                         as confidential by marking those
                         portions "Confidential," or "Trade     !
                         Secret" Information not so marked will;
                         be treated as public and may be       >
                         disclosed without notice to fee        >
                         submitter.                          ,
                            (3) If portions of the supplementary  ;
                          information are claimed confidential, an
                          owner, operator, or senior official with i
                          management responsibility of the     ;
                          submitter shall certify that those      |
                          portions of the supplemental          ;
                          information claimed as confidential
                          would, if disclosed, reveal the chemical
                          identity being claimed as confidential or
                          would reveal other confidential business
                          or trade secret information.
                            {4J If supplemental information ia   |
                          requested by EPA and the submitter
                          claims portions of it as- trade secret or !
                          confidential, then the submitter shall  ;
                          submit to EPA two copies of the
                          supplemental information, an        '.
                          unsanitized and a sanitized version.
                            (i)'The unsanitized version shall
                          contain all of the information claimed aa
                          trade secret or business confidential, • \
                          marked as indicated above in paragraph
                          (e)(2) of this section.
                            (ii) The second copy shall be identical
                          to the unsanitized substantiation except
                          that it will be a sanitized version, in  ;
                          which all of the information claimed as
                          trade-secret or confidential shall be
                          deleted. If any of the information  "  |
                           claimed as trade secret in the         '
                           supplemental information is the
                           chemical identity which is the subject of
                           the substantiation, the submitter shall
                           include the appropriate generic class or
                           category of the chemical claimed as  ;
                           trade secret                       i

                           § 350.9  Initial action by EPA.          ,
                              (a) When a claim of trade secrecy,  ,
                           made in-accordance with § 350.S of this
                           part, is received by EPA, that        ;
                           information is treated as confidential i
                           until a contrary determination is made.
                          "    (b) A determination aa to the validity
                           of a trade secrecy claim shall be     ;
                           initiated upon receipt by EPA of a   j
                           petition under § 350.15 or may be
                           initiated at any time by EPA if EPA
                           desires to determine whether chemical
                           identity-information claimed as trade;
                           secret is entitled to trade secret     ,
                           treatment, even though no request for
                           release of the information has been  ;
                            received.                         :
  (c) If EPA initiates a determination as
to the validity of a trade secrecy claim,
the procedures set forth in §§ 350.11.
350.15. and 350.17 shall be followed in
making the determination.
  (d) When EPA receives a petition
requesting disclosure of trade secret
chemical identity or if EPA decides to
initiate a determination of the validity of
a trade secrecy claim for chemical
identity, EPA shall first make a
determination that the chemical identity
claimed as trade secret is not the subject
of a prior trade secret determination by
EPA concerning the same submitter and
facility, or if it is, that the prior
determination upheld the submitter's
claim of trade secrecy for that chemical
identity at that facility.
   (1) If EPA determines that the
chemical identity claimed as trade
secret is not the subject of a prior trade
secret determination by EPA concerning
the same submitter and the same
facility, or if it is, that the prior
determination upheld the submitter's
claim of trade secrecy, then EPA shall
review the submitter's claim according
 to § 350.11.
   (2) If such a prior determination held
 that the  submitter's claim for that
 chemical identity is invalid, and such
 determination was not challenged by
 appeal to the General Counsel, or by
 review in the District Court or, if  .
 challenged, was upheld, EPA shall notify
 the submitter by certified mail (return
 receipt requested) that the chemical
 identity claimed as trade secret is the
 subject of a prior, final Agency
 determination concerning the same
 facility in which it was held that such a
 claim was invalid. In this notification
 EPA shall include notice of intent to
 disclose chemical identity within 10
 days pursuant to § 350.18(c) of this
 subpart. EPA shall also notify the
 petitioner by regular mail of the action
  taken pursuant to this section.

  $350.11  Review of daim.
    (a) Determination of sufficiency.
  When EPA receives a petition submitted
  pursuant to § 350.15, or if EPA initiates a
  determination of the validity of a trade
  secrecy claim for chemical identity, and
  EPA has made a determination, as
  required in paragraph (d)(l) of § 350.9,
  then EPA shall determine whether the
  submitter has presented sufficient
  support for its claim of trade secrecy in
  its substantiation. EPA must make such
  a determination within 30 days of
  receipt of a petition. A claim of trade
  secrecy for chemical identity will be
  considered sufficient if, assuming all of
  the information presented in the
  substantiation is true, this supporting

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              Federal Register / Vol., 5& Pfov 14fr / Friday, July 29, 1988 / Rules and Regulations.
                                                                       28885
information could support a valid claim
of trade- secrecy. A claim ia< sufficient if '
it meet* the criteria set fortlr in § 350.13.
  (1) Sufficient claim: If the claim meets
the criteria of sufficiency set forth in
§ 350.13. EPAshalLnotify the'submitter
in writing; by certified mail (return
receipt requested),, that it has 30 days
from the date of receipt of the notice to
submit supplemental information in
writing in accordance with § 350.7(e), to
support the truth of the facts asserted in
the substantiation. EPA will not accept
any supplemental information, in
response to this notice, submitted after
the 30 day period has expired. The
notice required by this section shall
include the address to which
supplemental information must be sent
The notice may specifically request
supplemental information in particular
areas relating to the submitter's claim.
The notice must afeo inform the -   -
submitter of his right to cfaim any trade
secret or confidestiaitra*uje«»     -:':-  •
infomatioB a» confidential,and shall
include a reference to §r35Qtfte) of this
regulation a» the source forthe proper
procedure for claiming trade secrecy for
trade secret or confidential business
information submitted itt the
supplemental information requested by
EPA.
  (2) Insufficient claim. If the claim does
not meet the criteria of sufffcieccy set
forth hi } 350.13, EPA shafl notify the
subnriUei in writing of tbia fact by
certified mail (return receipt requested).
Upon receipt of this notice, the submitter
may either file an appeal of the matter
to the General Counsel under paragraph
(a)(2Ki) of this  section, or, for good:
cause shown, submit-additional material
in support of its claim of trade secrecy
to EPA under paragraph (a)f2Mii) of this
section. The notice required by this
section shall include the reasons for
EPA'* decision that the submitter's
claim is insufficient, and shall inform the
submitter of its rights within- 30 days- of
receiving notice to file an appeal with
EPA's General Counsel or to amend its
original substantiation for good cause
shown. The notice shall include the
address of the  General Counsel, and the
address of the  office to which an
amendment for good-cause shown
should be sent The notice shall also
include a reference to § 350.11(a)(2)(i)-
(iv) of this subpart a* the source on the
proper procedures for filing an appeal or
for amending: the original substantiation.
  (i) Appeal- The submitter may file an
appeal of a determination of    " '	
insufficiency with the General Counsel
within 30 days of receipt of the notice of
insufficiency, in accordance with the
procedure* set forth in-§35037.   '
   (ityGoodCause. In lieu of an appeal to
 the General Counsel, the submitter may
 send additional material in support of its
 trade secrecy claim, for good cause
 shown, within 30 days of receipt of the
 notice of insufficiency. To do so, the
 submitter shall notify EPA by letter of
 its contentions as to good cause, and
 shall include in that letter the additional
 supporting material.
   (iii) Good cause is limited to one or
 more of the following reasons:
   (A) The submitter was not aware of
 the facts underlying the additional
 information at the time the
 substantiation was submitted, and could
 not reasonably have known the facts at
 that time; or
   (B) EPA regulations and other EPA
 guidance did not call for such
 information at the time the
 substantiation was submitted; or   .
   (C) The submitter had made a good
 faith effort to snbmft a complete
 substantiation; bat failed to do so  duetc*
 an inadvertent omfssron or clerical
 error.               .  .          '
   (iv) If EPA determine* that the
 submitter has met the standard for good-
 cause, then EPA shall decide, pursuant
 to paragraph- (a J of this section,, whether
 the submitter's claim meets the Agency':*
 standards of sufficiency set forth in
 1350.13:
   (A) If after receipt of additional
 material for good cause, EPA decides
 the claim is sufficient, EPA  will
 determine whether the claim presents a
 valid claim of trade secrecy according to
 the procedures set forth in paragraph (b)
 of this section.
   (B) If after receipt of additional
 material for good cause; EPA decides
 the claim is- insufficient. EPA will notify
 the submitter by- certifiedrmail(return  -
 receipt requested) and the submitter
 may seek review in U.S. District Court
 within 30 days of receipt of the notice.
 The notice required by this paragraph-
 shall include EPA's reasons for its
 determination, and shall inform the   ,
 submitter of its right to seek review in
 U.S. District Court within 30 days of
 receipt of the notice. The petitioner shall
 be notified of EPA's decision by regular
 mail.
   (y) If EPA determines that the
 submitter has not met the standard for
 good cause, then EPA shall  notify the
 submitter by certified mail (return
 receipt requested). The submitter may
 seek review of EPA's decision in U.S.
 District Court within 30 days of receipt
 of the notice. The notice required in this '
•paragraph shall include EPA's reasons
 for its determination, and shalltriform,  '
 the submitter of its right to seek review
 in U.S. District Court within 30 days of
receipt of the notice. The petitioner shall
be notified of EPA's decision by regular
mail.                     . "   .  ' .
  (b) Determination of trade secrecy.
Once a claim has been determined to be
sufficient under paragraph (a) of this, .
section, EPA must decide whether the
claim is entitled to trade secrecy.
  (1) If EPA determines that the
information submitted in support of the
trade secrecy claim is true and that the
chemical identity is a trade secret, the
petitioner shall be notified by certified.
mail (return receipt requested) of EPA's
determination and may bring an action
in U.S. District Court within 30 days of
receipt of such notice. The notice
required in this paragraph shall include
the reasons why EPA has determined
that the chemical identity is a trade
secret- and shall- inform the petitioner, of
its right to seek review in. U.S. District
Court within 30 days of receipt of -the
notice. The submitter shall be notified of
EPA's decision by regular mail.
  (2) If EPA decides that the information
submitted in- support of the trade
secrecy claim is not true and that the'
chemical identity is not a trade secret
  (i) The submitter shall be notified by
certified mail (return receipt requested)
of EPA's: determination and may appeal
to the General Counsel within 30 days of
receipt of such notice, in accordance
with- the procedures set forth in § 350.17.
The notice required by this paragraph
shall include the reasons why EPA has
determined that the chemical identity is
not A trade secret and shall inform the
submitter of its appeal rights to EPA's
General Counsel. The notice shall
include the address to which an appeal
should be sent and the procedure for
filing an appeal, as set forth in
§ 350.17(a) of this subpart. The
petitioner shall be notified  of EPA's
decision by regular mail
  (ii) The General Counsel shall notify
the  submitter by certified mail (return
receipt requested) of its decision on
appeal pursuant to the requirements in
§ 350.17. The notice required by this
paragraph shall include the reasons for
EPA's determination. If the General
Counsel affirms the decision that the
chemical identity is not a trade secret,
then the submitter shall have 30 days
from the date it receives notice of the
General Counsel's decision to bring an
action in U.S. District Court. If the
General Counsel decides that the  .
chemical identity is a trade secret, then
EPA shall follow the procedure set forth
in paragraph (bKl) of thia section.  '
§350.13  Sufflctency of assertions.       ;)
  (a) A substantiation submitted.under "
§ 350.7 Will be determined to be     ''"""

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28806.
Federal
                                  Val 53, No,  14g /ri
                          § 350.7, or 5 350.11(a)[2)(ii).           |

                          § 350.15  Public petitions requesting     >
                          disclosure of chemical identity claimed as,
                          trade secret                         ;
                            (a) The public may request the      i
                          disclosure of chemical identity claimed
                          as trade secret by submitting a written i
                          petition to the address specified in    :.
                          § 350.16.               ,             !
                            (b) The petition shall include:       ;
                           "(1) The name, address, and telephone
                          number of the petitioner;             >
                            (2) The name and address- of the    i
                          company-claiming the chemical identity
                          as trade secret; and
                            (3) A copy of the submission in which
                          the submitter claimed chemical identity
                          as trade secret, with a specific        ;
                          indication as to which chemical identity
                          the petitioner seeks disclosed.        '
                            (c) EPA shall acknowledge, by letter j
                          to the petitioner, the receipt of the
                          petition;                 ,           !
                            (d) Incomplete petitions. If the
                          information contained in the petition is
                          not sufficient to allow EPA to identify i
                          which chemical identity the petitioner is
                          seeking to have released, EPA shall   \
                          notify the petitioner that the petition
                          cannot be further processed until
                          additional information is furnished. EPA
                          will make every reasonable effort to
                          assist a petitioner in providing sufficient
                          information for EPA to identify the    ;
                          chemical identity the petitioner is     :
                          seeking to have released..
                            (e) EPA shall make a determination on
                          a petition requesting disclosure-, in
                          accordance with § 350.11 and § 350.17,
                          within nine months of receipt of such
                          petition.    .
                                                                               §550.16  Address to send trade secrecy
                                                                               cteints and-petitions requesting disclosure^
                                                                                 All claims of trade secrecy under
                                                                               sections 303 (d)(2), (d)(3), 311, 312, and
                                                                               313 and ail public petitions requesting
                                                                               disclosure of chemical identities claimed
                                                                               as trade secret should be sent to the
                                                                               following address: U.S. Environmental
                                                                               Protection Agency, Emergency Planning
                                                                               and Community Right-to-Know Program.
                                                                               P.O. Box 70266. Washington. DC 20024-
                                                                               0266.

                                                                               §350.17  Appeals.
                                                                                 (a) Procedure for filing appeal. A
                                                                               submitter may appeal an EPA
                                                                               determination under §§ 350.11 (a)(2)(i)
                                                                               or (b)(2)(i). by filing an appeal with the
                                                                               General Counsel. The appeal shall be
                                                                               addressed to: The Office of General
                                                                               Counsel, U.S. Environmental Protection
                                                                               Agency, Contracts and Information Law
                                                                               Branch, Room 3600M, LE-132G, 401 M
                                                                               Street, SW., Washington, DC 20460.
                                                                               The appeal  shall contain the following:
                                                                                 (1) A letter requesting review of the
                                                                               appealed decision; and
                                                                                 (2) A copy of the letter containing
                                                                               EPA's decision upon which appeal is
                                                                               requested.
                                                                                 (b) Appeal of determination of
                                                                               insufficient claim.
                                                                                 (1) Where a submitter appeals a
                                                                               determination by EPA under
                                                                               § 350.11(a)(2}(i) that the trade secrecy
                                                                              . claim presents insufficient support for a
                                                                               finding of trade secrecy, the General
                                                                               Counsel shall make one of the following
                                                                               determinations:
                                                                                 (i) The trade secrecy claim at issue
                                                                               meets the standards of sufficiency set
                                                                               forth in § 350.13; or
                                                                                 (ii) The trade secrecy claim at issue
                                                                               does not meet the standards of
                                                                               sufficiency  set forth in § 350.13.
                                                                                 (2) If the General Counsel reverses the
                                                                               decision made by the EPA office
                                                                               handling the claim, the claim shall be
                                                                               processed-according to § 350.11(a)(l).
                                                                               The General Counsel shall notify the
                                                                               submitter of the determination on
                                                                               appeal in writing, by certified mail
                                                                               (return receipt requested). The appeal
                                                                               determination shall include the date the
                                                                               appeal was received by the General
                                                                               Counsel, a statement of the decision
                                                                               appealed from, a statement of the
                                                                               decision on appeal and the reasons for
                                                                               such decision.
                                                                                 (3) If the General Counsel upholds the
                                                                              •determination of insufficiency made by
                                                                               the EPA office handling the claim, the
                                                                               submitter may seek review in U.S.
                                                                               District Court within 30 days after
                                                                               receipt of notice of the General
                                                                               Counsel's determination. The General
                                                                               Counsel shall notify the submitter of its
                                                                               determination on appeal in writing, by

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              Federal Register .j • VoL


certified mail (return
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                                                                                     and Regolgtions_
United State* for purposes of this
135O23. Subject to the limitations in   .
this § 350.23(0). information to-which
this section, applies.may be disclosed to
such a person if the EPA program office
managing the contract, subcontract, or
grant first determines in writing that
such disclosure is necessary in order
that the contractor, subcontractor or
grantee may carry out the work required
by the contract, subcontract or grant.
   (2) No information shall be disclosed
under this § 35O23(b) unless this-
contract subcontract, or grant in
question provides:
   (i) That the-contractor, subcontractor
or the grantee and'the-contractor's;
subcontractor's, or grantee's employees
shall use the information only for the
purpose of carrying out the work-
required by the contract; subcontract; or
grant, and shall refrain-from" disclosing
 the information to anyone other than
EPA without the priorwritteaapprowal -
 of each affected submitteroT of an-EPA
 legal officer and shall return-to EPA all
 copies of the information (and any
 abstracts or extracts therefrom) upon
 request by the EPA program office.
 whenever the information is-no longer
 required by the contractor,
 subcontractor or grantee for the
 performance of the work required under
 the contract-subcontract or grant, or  -.
 upon completion-of the contract,       ;
 subcontractor grant;                 ;
   (ii) That the contractor, subcontractor
 or grantee shall obtain a. written
 agreement to honor such terms of the   :
 contract or subcontract from each of the
 contractor's, subcontractor's or grantee's
 employees who will have access to the ;
 information,, before such employee is   \
 allowed such access; and
   (Hi) That the contractor, subcontractor
 or grantee acknowledges and agrees
 that the contract, subcontract or grant  !
 provisions concerning the use and
 disclosure of confidential business     :
 information are-included for the benefit
 of. and shall be enforceable by, both   ;.
 EPA and any covered facility having an
 interest in information concerning it  •
 supplied to the contractor, subcontractor
 or grantee by EPA under the contract or
 subcontract or grant           '      i
 • (3) No-information shall be disdosed
• under this § 35O.23(b) until each affected
 submitter has been furnished notice of  •
 the contemplated disclosure by the EPA
 program office and has been afforded a
 period found reasonable by that office'
 (not less than-5 working days> to submit
 its comments. Such notice shall include
a description of the information to be
disclosed, the identity of the contractor,
subcontractor or grantee, the contract;
subcontract or grant number, if any,-and
the purposes to be served by the
disclosure. This notice may be published
in, the Federal Register or may be sent to
individual submitters.
  (4) The EPA program office shall
prepare a record of disclosures under
this § 350.23(b). The EPA program office
shall maintain the record of disclosure
and the determination of necessity
prepared under paragraph (b)(l) of this
section for a period of not less than 36
months after the date of the disclosure.

§350.25  Disclosure In special
circumstances.
   Other disclosure of specific chemical
identity may be made in accordance
with 40 CFR 2.209.

.§35027  Substantiation focm to
accompany claims of trad* secrecy.
Instructions to substantiation form.
   (a) The form in paragraph (b) of this
 section must be completed and
 submitted as required in § 350.7(a).
   (b) Substantiation form to accompany
 claims of trade secrecy.
 9JUMKJ CODE SS80-50-*

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 vvEPA
                            United States Environmental Protection Agency   •  •    •
                                   Washington, DC20460    •• :.            :

                Substantiation To Accompany Claims of Trade Secrecy

                          Under the Emergency Planning and

                        Community Right-To-Know Act of 1936
                    Form Approved.

                    OMB No. 2050-0078

                    Approval expires 10-31-90
                                Paperwork Reduction Act Notice
  Public reporting burden for this collection of information is estimated to vary from 27.7 hours to 33 2 hours per
  response, with an average of 28.8 hours per response, including time for reviewing Instructions, searching existinq
             9fnerin9 a"d  maintaining the-data needed, and  completing and reviewing the collection of

                                a^sstsa0?^^           aassa
      p
Part 1. Substantiation Category


  1.1 Tttte III Reporting Section (check only one*
          303
                             3if
312
                                                                           313
  1.2 Reporting Year   -j g
            Thia Form t» (check only one)
i.3a.
            Sanitized


            (answer 1 .3. 1 a below)
   V.3.1a. Generic Class or Category
                                            1.3b.
   Unsanitized
                                                '     (answer i.3.1b. and l.3.2b. below)



                                            1,3,10. CAS Number
                                               U.2b. Specific Chemical Identity
          1 Identification Information
                                                                           Page 1 of S

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28S10
                             VoL 53. No. 14Q/ Friday. July 29. 198ft /Rules and Regulations
Part 3. Responses to Substantiation Questions
3.1   Describe the specific measures you have taken to
      chemical identity claimed as trade secret, and indicate
      continue in the future;
                                                        safeguard
     the confidentiality of the
whether  these  measures will
 3.2   Have you disclosed the information claimed as trade secret to any other person (other than
       a member of a local emergency planning committee, officer or employee of the United
       States or  a Stata or locaT government,-or your employee) who is  not bound by a
       confidentiality-agreement to refrain from disclosing this trade secret information to others?

           Yes
 3.3    List all local, State, and  Federal government entities to which you have disclosed the
       specific chemical identity. For each, indicate whether you asserted a confidentiality claim for
       the chemical identity and whether the government entity denied that daim.
                           •Government Entity-
                                                                    ConMtntUtty

                                                                    Claim Assarted
                                                                    Ye*
                                                                          No
                                                                                Confidentiality

                                                                                Claim Denied
                                                                                Yea
                                                                                      No
EPA Form 951M (7-S8)

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Foder^ Regktet
                                             Frifoy. Jiifr 29, 33B8 f jRuIe^and Regofatfon*
                                                                              28811
 3.4    In order to show the validity of a trade secrecy dainV you must identify your specific use-of
        the  chemical claimed as  trade  secret and explain  why  it is  a secret of interest  to
        competitors. Therefore:         :           .  •.


   (i)    Describe the spedfic use of tha chemical daimed as trade secret, identifying the product or
        process in  which it is used. (If you use the chemical other than  as  a component of a
        product or in a manufacturing, process, identify the activity where the chemical is used.)
   (11)   Mas your company or facility-identity, beerrlinked to the specific chemical identity claimed as
        trade secret in. a-patent, OP irt-pubUcatioRs. or other informatiort sources-available to the
        public OF your competitors (of which you are aware)?
            Yea
        If so, explaii^v^thfeknG4n^ge»doesiwteHmir^at&              for trade secrecy.
  (HI)-  lt..this use of the chemical daimed-as: trade secret is unknown outside your company
       explain  how, your  competitors could deduce this use from disclosure of the chemical
       identity together with other information orr.the TitleIllsubmittal form
EPA
           (7-88}
                                                                              Pag* &ot 5

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20312
Federal Register;./ Vol. 53,. No. 146 / Friday, July 29,1988 / Rules and Regulations
 3.4 (tvV  Explain why your use  of  the  chemical claimed  as trade secret would  be valuable
         information to your competitors.                   •         -'
 3 5   Indicate the nature of- the harm to your competitive position that would likely result from
       disclosure of the  specific chemical  identity,  and  indicate why such harm would be
       'substantial.     :          .               .          •"'   •.    ' ••  "    .
 3.6 (!) To what, extent is the chemical claimed as trade secret available to the public or your
       competitors in products, articles, or environmental releases?     '
 EPA Fowl W1
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               EtrfaeKfeR^Ster / Vok ,S& Ntte 14&/ Friday, Jnly j». 1988 / Rules aad Regulation*
                                                                                         28823
   3.6 (if)  Describe the factors which influence the-cost-of determining the. iderrtity of the chemical
          daimed as trade secret by chemtcaf analysis of the product, article, or waste which
          contains me chemical (e.g;i whether the chemical is in pure form or is mixed with other
          substances).                       .                    .-
   Part 4.  Certification (Read and sigrv after completing ail sections)
      ro*^i»«5~^,^-^r" £ '*" •,••«»*» H*? *>««.•«»»/ SWWMIHHCU the information submitted in-this
thPr;«iS5£™^j^ra!!-*8386?.0" roy W«y of those individuals responsible for obtaining
tho^Dortiars'  fttS^     the submitted information- is true, accurate, and complete, and that

chemica*identrty°beingSaSas^^^e^o^S^eSo'ther --* —**• l*Y8ar me
trade secret information. Vacknowledae that'     '   "^ °^*v«"er
ArtOn/^\/- in r\rr~i\tir4A {*»*+}+*+» mi-.*.-.'!^L~* £—~.S.	• -_ i
                                             I may be asked by the
                                          substanLtion reSn^to fh
                                           6 ^  belief that such  information

                                                              that
                                           misleading statement may be punishable by fine or
                                     lagement official.
                        riginal)
                                                                         4.3 Data Signed
MUJMQCOKl
                                                                              Pag* 5o(5

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Instruction! for Completing tfaa EPA-
Trado Secret Substantiation1 Form   ' •

General Information
  EPA requires that the information
requested in a trade secret
substantiation be completed using this
substantiation form in order to ensure
that all facility and chemical identifier
information, substantiation questions,
and certification statements are
completed. Submitter-devised forms will
not be accepted. Incomplete
substantiations will in all likelihood be
found insufficient to support the claim,
and the claim will be denied. Moreover,
the statute provides that a submitter
who fails to provide information
required will be subject to a $10.000 fine.
For the submitter's own protection,
therefore, the EPA form must be used
and completed in its entirety.         •
   The statute for section 322 establishes
 a two-phase process in which the
 submitter must dwthe following:
   1. At the time a report is submitted,
 the submitter must present a complete '
 set of assertions that  (if true) would be
 sufficient to justify the claim of trade •
 secrecy; and
   2. If the claim is reviewed by EPA, the
 submitter will be asked to provide
 additional factual information sufficient
 to establish the truthfulness of the
 assertions made at the time the claim
 was made.
    In making its  assertions of trade
 secrecy, a submitter should provide,
 where applicable, descriptive factual   •
 statements. Conclusory statements of
 compliance (such as  positive or negative
 restatements of the questions) may not
 provide EPA with enough information to
 make a determination and may be found
 insufficient to support a claim.
 What May Be Withheld
    Only the specific chemical identity
  required to-be disclosed in sections 303,
  311,312, and 313 submissions may be
  claimed trade secret on the Title in
  submittal itself. (Other trade secret or
  confidential business information
  included in answer ta a question on the
  substantiation may be claimed trade
  secret  or confidential, as described
  below.)
    Location information .claimed as .
  confidential under section 312(d)(2)(F)
  should not be sent to EPA; this should
   only be sent to the SERC, LEPC, and the
   fire department, as requested.
   Sanitized and  Unsanitized Copies •
    You must submit  this form to. EPA in
   sanitized and unsanitized versions,
   alqng  with the sanitized and unsanitized
   copies of the submittal.that gives rise to
   this trade secrecy claim (except for the
section 303 submittal, and for MSDSs
under section1311). The unsanitized
version of this form contains specific
chemical identity and CAS number* and
may contain other trade secret or
confidential business information, which
should be clearly labeled, as such.
Failure to claim other information trade
secret or confidential will make that
information publicly available. In the
sanitized version of this form,  the
specific chemical identity and  CAS
number must be replaced with the
chemical's generic class or category and
any other trade secret or confidential
business information should be deleted.
 You should also send sanitized copies of
the submittal and this form to relevant
State and local authorities.
   Each question on this form must be
 answered: Submitters are encouraged to
 answer in the space provided.. If you
 need more space to answer a particular.
 question; please use additional sheets. If
 you use additional sheets, be sure to
 include the number (and if applicable,
 the subpart) of the question being
 answered and write your facility's Dun
 and Bradstreet Number on the lower
 right-hand corner of each sheet

 When the Forms Must be Submitted
   The sanitized and unsanitized report
 forma and trade secret substantiations
 must be submitted to EPA by the normal
 reporting deadline for that section (e.g.,
 section 313 submissions for any
 calendar year must be submitted on or
 before July 1 of the following year).

 Where to Send the Trade Secrecy Claim

    All trade secrecy claims should be
 sent to the following address: U.S.
 Environmental Protection Agency,
 Emergency Planning and Community
 Right-to-Know Program, P.O. Box 70266,
 Washington, DC 20024-0266.
    In addition, you must send sanitized
  copies of the report form and
  substantiation to relevant State and
  local authorities. States will provide
  addresses where the copies of the
  reports are to be sent.
  Packaging of Claim(s)
    A completed section 322 claim
  package must include four items,
  packaged in the following order:
    1. An unsanitized trade secret
  substantiation form.
    2. A sanitized trade secret  .
  substantiation form.
    3. An unsanitized 312 .or 313: report (it
  is not necessary to create an unsanitized
  • section 303 submittal or MSDS for
  submission under section-311);
    4. A sanitized (public) section 303,311,
  312, or 313 or report
 sit is important to securely fasten
together (binder clip or rubber band!
each of the reporting forms and
substantiations for the particular
chemical being claimed trade secret.
This process will make it clear that a
claim is physically complete when
submitted. When submitters submit
claims for more than one chemical, EPA
requests that the four parts associated
with each chemical be assembled as a
set and each set for different chemicals
be kept separate within the package
sent to EPA. Following these guidelines
permits the Agency to make the
appropriate determinations of trade
secrecy, and to make public only those
portions of each submittal required to be
disclosed.
How to Obtain Forms and Other
Information

 ;  Additional copies of the Trade Secret
 Substantiation Form  may be obtained -
 by writing to: Emergency Planning and
 Community Right-to-Know Program,
 U.S. Environmental Protection Agency.
 WH-562A, 401M Street, SW.,
 Washington, DC 20460.

 Instructions for Completing Specific
 Sections of the Form

 Part 1. Substantiation Category

 -'   1.1 Title III Reporting Section. Check
 ithe box corresponding to the section for
 which this particular claim of trade
 secrecy is being made. Checking off
 more than one box for a claim is not
 permitted.
 !   1.2 Reporting Year. Enter the year to
 'which the reported information applies.
 inot the year in which you are submitting
 'the report.
 ;   1.3a Sanitized. If this copy of the
 'submission is the "public"  or sanitized
 version, check this box and complete
 il.3.1a. which asks for generic class or
 category. Do not complete the
 I information required in the unsanitized
 box(1.3b.).
 i   l.3,la Generic Class or Category. You
 i must complete this if you are claiming
  the specific chemical identity as a trade
 ! secret and have marked the box in 1.3a.
 • The generic chemical name must be
 'structurally descriptive of the chemical.
 ;   J.3b Unsanitized. Check the box if this
  version of the form  contains the specific
  chemical identity or any other trade
 ; secret or confidential business
 , information,
  .  1.3.1b CAS Number. You must enter
 \  the Chemical Abstract Service (CAS)
 : registry number that appears in the
•f  appropriate section of the rule for the
   chemical being reported. Use leading
 1  place holding zeros. If you are reporting

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Vol 5a> ^ 14&>?
                               29;198ff^ Rules a'nd; Regulations
                                                                                                                       28815
    a chemical category (e.g., copper   ' -  ,
    compounds], enter N/A in the CAS
    number space;  .....
      1.3.2h Specific- Chemical Identity.
    Enter the name of the chemical or
    chemical category as it.is listed in the
    appropriate section of the reporting rule.
    Part 2. Facility Identification
    Information             .
     2.1-2.3Facility Name and Location.
    You must enter the name of your facility
    (plant site name or appropriate facility
    designation), street address, city,' State
    and ZIP Code in the space provided.
    You may not use a post office box
.    number for this location.
     2:4 Dun and Bradstreet Number. You
    must enter the number assigned by Dun
    and Bradstreet for your facility or each
    establishment wthin your facility. If the
    establishment does not have a D & B
    number, enter N/A in the boxes
    reserved for those numbers. Use leading
    place holding zeros.

   Part 3. Responses to Substantiation
   Questions

     The six questions posed in this form
   are based on the four statutory criteria
   found hi section 322(b) of Title ffl. The
   information you submit in response to
   these questions is the basis for EPA's
   initial determination as to whether the
   substantiation is sufficient to support a  '
:   claim of trade secrecy. EPA has
   indicated.in £350.13 of the final rule the.
  .specific criteria that it-regards as the  •.
   legal basis for evaluating whether the
   answers you. have provided are
   sufficient to warrant protection of the
   chemical identity. You are urged to
   review those criteria before preparing
   answers to the questions on the form.
   Part 4. Certification
     An original signature is required for
   each trade secret substantiation
   submitted to EPA, both sanitized and
   unsanitized. It indicates the submitter is
   certifying that the particular
   substantiation provided to EPA is
   complete, true, and accurate, and that it
   is intended to support the specific trade
   secret claim being made.-.
   Noncompliance with thia certification
   requirement may jeopardize the trade
  secret claim.                ...   .
     4.1 Name and Official Title. Print or
  type the name and title of the person
  .who signs the statement at 4.2.
     4.2 Signature. This certification must
 . be signed by the owner or operator, or a
  senior official with management .
  responsibility for the person-(or persons)
  completing the form. An original
  signature is required for each trade .
  secret substantiation submitted to EPA,
  both sanitized and unsanitized. Since
  the certification applies to all        :
  information supplied on the forms, it
  should be signed only after the
  substantiation has been completed.
   4.3 Date.  Enter the date wheri'the
  certification was signed.

  Appendix A—Restatement of Torts
  Section 757, Comment b

   b. Definition of trade secret A trade secret
  may consist of any formula; pattern, device or
  compilation of information which is used in
  one's business, and which gives him an
  opportunity to obtain an advantage over
  competitors who do not .know or use it It
  may be a formula for a chemical compound, a
  process of manufacturing; treating or
  preserving materials, a pattern for a machine
  or other device, or a list of customers. It
  differs from other secret information in a
  business {see section 759) in that it is not
  simply information as to single or ephemeral
 events in the conduct of the business, as, for
 example, the amount or other terms of a
 secret bid for a contract or the salary of
 certain employees, or the security
 investments made or contemplated, or the
 date-fixed for the announcement of a new-
 policy or for bringing out a new model or the
 like. A trade secret is a process or device for
 continuous use in the operation of the
 business. Generally it relates to the
 production of goods, as, for example, a
 machine or formula for the production of an
 article. It may, however, relate to the sale of
 goods or. to other operations in the business.
 such-as a code for determining discounts,
 rebates or other concessions in a price list or
 catalogue, or a-list of specialized customers.
 or a method of bookkeeping or other office
 management             " '..
  Secrecy. The subject matter of a trade
 secret must be secret Matters of public
 knowledge or of general knowledge in  an
 industry cannot be appropriated by one as
 his secret Matters which are' completely
 disclosed by the goods which one markets
 cannot be his secret Substantially, a trade
 secret is known only in the particular
 business in which it is used. It is not requisite
 that only the proprietor of the business know
 it. He may, without losing his protection,
 communicate  it to employees involved in its
 use. He may likewise communicate it to
 others pledged to secrecy. Others may also
 know of it independently, as, for example,
 when they have discovered the process or
 formula by independent invention and are
 keeping it secret Nevertheless, a substantial
 element of secrecy must exist, so that, except
 by the use of improper means, there would be
 difficulty in acquiring the information. An
 exact definition of a trade secret is-not
 possible. Some factors to be considered in
 determining whether given information is
 one's trade secret are: (1) The extent to which
 the information is known outside of his
 business; (2) the extent to which it is known
 by employees  and others involved in his
 business; (3) the extent of measures taken by
 him to guard the secrecy of the information;
 (4) the value of the information to him and to
his competitors; (5) the amount of effort or   •
money expended by him in developing the-
information; (6) the ease or difficulty with   .
                                               which the information could be properly
                                               acquired or duplicated by others.
                                                 Novelty and prior art. A trade secret may.  .
                                               be a device or process which is patentable;
                                               but it need not be that. It may be a device or
                                               process which is clearly anticipated in the
                                               prior art or one which is merely a mechanical
                                               improvement that a good mechanic can make.
                                               Novelty and invention are not requisite for a
                                               trade secret as they are for patentability.
                                               These requirements are essential to
                                               patentability because a patent protects
                                               against unlicensed use of the patented device
                                               or process even by one who discovers it
                                              . properly through independent research. The
                                               patent monopoly is a reward to the inventor.
                                               But such is not the case with a trade secret.
                                               Its protection is not based on a policy of
                                               rewarding or otherwise encouraging the
                                               development of secret processes or devices.
                                               The protection is merely against breach of
                                               faith and reprehensible means of learning
                                               another's secret. For this limited protection it
                                               is not appropriate to require also the kind of
                                               novelty and invention which is a requisite of
                                               patentability. The nature of the secret is,
                                               however, an important factor in determining
                                               the kind of relief that is appropriate against
                                               one who is subject to liability under the rule
                                               stated in this section. Thus, if the secret
                                               consists of a-device or process which is a
                                               novel invention, one who acquires the secret
                                               wrongfully is ordinarily enjoined from further
                                              • use of it and is required to account for the
                                               profits derived from his past use. If. on the
                                               other hand, the secret consists of mechanical
                                               improvements  that a good mechanic can
                                               make without resort to the secret the
                                               wrongdoer's liability may be limited to
                                              x damages., and an injunction against future use
                                               of the improvements made with the aid of the
                                               secret may be  inappropriate.

                                               Subpart B—Disclosure of Trade Secret
                                               Information to Health Professionals

                                               §350.40 Disclosure to health
                                               professionals.

                                                (a) Definitions. "Medical emergency"
                                               means any unforeseen condition which
                                               a health professional would judge  to
                                               require urgent and unscheduled medical
                                               attention. Such a condition is one which
                                               results in sudden and/or serious
                                               symptom(s) constituting a  threat to a
                                               person's physical or psychological well-
                                               being and which requires immediate
                                               medical attention to prevent possible
                                               deterioration, disability, or death.
                                                (b) The specific chemical identity,
                                               including the chemical name of a
                                              hazardous chemical, extremely
                                              hazardous substance, or a  toxic
                                              chemical, is made available to health
                                              professionals, in accordance with the
                                              applicable provisions of this section.
                                                (c) Diagnosis or Treatment by Health
                                              Professionals  in Non-Emergency
                                              Situations. (1)  An owner or operator of a
                                              facility which  is subject to the
                                              requirements of sections 311. 312. and
                                              313. shall upon request, provide  the

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              Fedsial Register / Vol., 53, No. 148 / Friday. July 29,1988: / Rules  and
specific chemical identity, if known, of a
hazardous chemical, extremely
hazardous substance, or a toxic
chemical to a health professional if:
  (!) The request is hi writing:
  (51} The request describes why the
health professional has a reasonable
basis to suspect that:
  (A) The specific chemical identity is
needed for purposes of diagnosis or
treatment of an individual,
  (B) The individual or individuals being
diagnosed or treated have been exposed
to the chemical concerned, and
  (C) Knowledge of the: specific
chemical identity of such chemical will
assist in  diagnosis or treatment
  (Hi) The request contains a
confidentiality agreement which
includes:
  (A) A description of the procedures to
be used to maintain the confidentiality  .
of Ihe disclosed information; and
  (B) A statement by the health
professfaBal that he will not use the
informs tioa fot any purpose othet than*
the health* need* asserted in the
statement of need authorized in
paragraph (cHlftH} oi this section and
will not release the information under
any circumstances, except as authorized
by the term* of the confidentiality
agreement or by the owner or operator
of the facility providing such
 information.
   (iv) The request inckde* a
 ceitificatioa signed by the health
 professional stating that the information-
 contained in the statement-of need is
 true.
   (2) Follow&ig receipt of a written
 request, the facility owner or operator to
 whom such request is made shall
 provide the requested information to the
 health professional promptly.
   (d} PreventfffBMeasures and  .
 Treatment by Local Health
 Professionals: (1) An owner or operator
 of a  facility subject tcr the requirementa
 of sections 311, 312; and 313. shall
 provide the specific chemical identity, if
 known, of a hazardous chemical, an
 extremely hazardous substance, or a
 toxic chemical to any health
 professional (such as a physician,
 lexicologist, epidemiologist or nurse) i£
    (i) The requester is a local government
 employee or a person under cTntract
 with the local government:
    (H) The request is in writing:
    (Hi) The request describes with
 reasonable detail one or more of the
following health needs for 1he
information;.
  (A) To assess exposure of persons    ;
living in a local community to the      '
hazards of the chemical concerned.
  (B) To conduct or assess sampling to  ,
determine exposure levels of various
population groups.                   j
  (C) To conduct periodic medical
surveillance of exposed population     j
groups.                             '
  (D J To provide medical treatment to
exposed individuals or population     '
groups.                             i
  (E) To conduct studies to determine
the health effects of exposure.
  (F) To conduct studies to aid in the   ,
identification of chemicals that may    <
reasonably be anticipated to cause an  ;
observed health effect               !
  (iv) The request contain* a          \
confidentiality agreement which
includes:        •
  (A) A description of the procedures to
he-used to maintain the confidentiality '
of the disclosed information: and      i
  [B] A statement by the health.       ,
professional that he will not use the
information for any purpose other than
the health needs asserted in the
statement of need authorized in       ;
paragraph (d)(l)(uij of this section and
will not release the information under
any circumstances .except as may     ;
otherwise be authorized by the terms of
such agreement or by the owner or    j
operator of the facility person providing
such information,                   i
   (v) The request includes a certification
 signed by the health professional stating.
 that the information contained in the
 statement of need is-true.             ;
   (2) Following, receipt of a written    I
 request the facility owner or operator to
 whom such request is made shall     ;
 promptly provide the requested       ,
 information to the local health        j
 professional.                       ,
   (B) Medical Emergency. (1) An owner
 or operator of a facility which is subject
 to the requirements of sections 311,312.
 and 313, must provide a copy of a
 material safety data shreet an inventory
 form, or a toxic chemical release form,
' including the specific chemical identity if
 known, of a hazardous chemical,
 extremely hazardous substance-, or a
 toxic chemical, to any treating physician
 or nurse who requests such information
 if the treating physician or nurse
 determines that:
  (i) A medical emergency exists as to
the individual or individuals being
diagnosed or treated;
  (ii) The specific chemical identity of
the chemical concerned is necessary for
or will assist in emergency or first-aid
diagnosis or treatment; and,
  (iii) The individual or individuals
being diagnosed or treated have been
exposed to the chemical concerned.
  (2\ Owners or operators of facilities
must provide the specific chemical
identity to the requesting treating
physician or nurse immediately
following the request without requiring
a written statement of need or a;
confidentiality agreement in advance;
   (3) The owner or operator may require
a written statement of need and a
written confidentiality agreement as
soon as circumstances permit The
written statement of need shall describe
hi reasonable detail the factors set forth
in paragraph (e)(l) of this section. The
written confidentiality agreement shall
be'in accordance with paragraphs       ;
(c)(l)(iii) and (f) of this section.
   (f): Confidentiality Agreement. The
confidentiality agreement authorized in
paragraphs (c)(l)(iii), (d)(l)(iv) and (e)(3)
of .this section:
   (i) May restrict the use of the ,
information to the health purposes
indicated in the written statement of
need;
   6i) May provide for appropriate legal
remedies in the event of a breach of the
 agreement; and
   (iii) May not include requirements for
 the posting of a penalty bond.
   (g) Nothing in this regulation is meant
 to preclude the parties from pursuing
 any non-contractual remedies to the
 extent permitted by law, or from
 pursuing the enforcement remedy
 provided in section 32S(e) of Title III.
   (h) The health professional receiving
 the trade secret information may
 disclose it to EPA only under the
 following circumstances: The health
 professional must believe that such
 disclosure is necessary in order to learn
 from the Agency  additional information
 about the chemical necessary to assist
 him in carrying out the responsibilities
 set forth in paragraphs (c}, (d), and (e) of
 this section. Such information comprises
 facts regarding adverse health and
 environmental effects.
 [FR Doc. 88-17029 Filed 7-26-88; 10:28 am]
 BitUNO CODE 8500-SO-M

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