WATER DIVISION
                        REGION FIVE
UNITED STATES                230 SOUTH DEARBORN ST.      EPA-905/2-77-004
ENVIRONMENTAL PROTECTION AGENCY     CHICAGO, ILLINOIS 60604      OCTOBER, 1977
ENVIRONMENTAL ASSESSMENT GUIDANCE
MUNICIPAL  SEWAGE TREATMENT
WORKS PROGRAM
                      U.S. Environmental Protection Agency
                      Region 5, Library (PL-12J>
                      77 West Jackson Boulevard, 12th Ftoar
                      Chicago, IL 60604-3590

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              S1                            UNITED STATES

               \                ENVIRONMENTAL PROTECTION AGENCY

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    "%. ^bw|v^^ -^                       230 SOUTH DEARBORN ST.
     ^f-.    ,c$~                        CHICAGO. ILLINOIS 60604
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            November 1,  1977
            TO:  APPLICANTS FOR SEWAGE  TREATMENT FACILITY
                 GRANTS AND THEIR CONSULTANTS
            This Environmental Assessment Guidance is a reprint of the Guidance dated
  /          February 1977 with only minor revisions.   It is offered to assist you in
            preparing  facility plans  for  construction of municipal sewage treatment
            works.  It is meant  as a  guide to integrating environmental, social and
            economic evaluation  into  the  facility planning process.

 >          In using this guidance it should be realized that it is of a general
            nature.  Since projects vary  so greatly in size and scope, the detail
            and scope  of evaluation will  vary from case to case.
 1
 "^          It should  also be recognized  that this guidance is a working document.
 ^          Any suggested changes or  comments related to it are welcomed so that the
 P\          environmental assessment  process can be continually refined and improved.
<~           Comments and suggestions  can  be returned to us on the franked fold-up
            card to be found on  the following page.  The card may also be used to
            request additional copies of  the guidance.
            Sincerely yours,
              larles H. Sutfin
            Director, Water  Division

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NAME OF RESPONDENT:
ADDRESS:	
I wish to receive (No.)	 additional copies of the
environmental assessment guidance.


COMMENTS AND SUGGESTIONS RELATED TO THE GUIDANCE:
                                                                      FOLDHERE

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    UNITED STATES OF AMERICA

ENVIRONMENTAL PROTECTION AGENCY

            REGION V

        230 SOUTH DEARBORN

      CHICAGO, ILLINOIS 606O4
       FIRST-CLASS MAIL
      Postage and Fees Paid
U.S. Environmental Protection Agency
           EPA-335
        OFFICIAL BUSINESS

    PENALTY FOR PRIVATE USE. $3OO
                           UNITED STATES
                           ENVIRONMENTAL PROTECTION AGENCY
                           230 SOUTH DEARBORN STREET
                           CHICAGO, ILLINOIS  60604
                               Attn: Ms. Cindy Wakat
                                    Water Division, Planning  Branch
                                    E.I.S.  Preparation  Section
                                           3S3H 31dVlS

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                                   REGION V
                                 GUIDELINES FOR
                      ENVIRONMENTAL ASSESSMENT PREPARATION
                               TABLE OF CONTENTS
  I.   Introduction                                                   1

 II.   Description of Project Background                              3
      A.  Project History                                             3
      B.  Existing Problem and Proposed Solution                      3
      C.  Issues Identified by EPA and Others                         4

III.   Inventory of the Existing Environment                          5
      A.  Natural Environment                                         5
      B.  Man-made Environment                                        8
      C.  Other Projects, Programs and Efforts                       11
      D.  Documentation                                              H

 IV.   Development of Alternatives                                   13
      A.  General                                                    13
      B.  Steps in Development of Alternatives                       13
      C.  Considerations in Developing Alternatives                  13
      D.  Detailed Evaluation of Those Alternatives Remaining
         After the Preliminary Screening                            18

  V.   Evaluation of Environmental Impact                            19
      A.  General                                                    19
      B.  Categories of Effects                                      19

 VI.   Federal/State Agency and Public Participation                 22

APPENDICES

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                             REGION V
                          WATER DIVISION
                 ENVIRONMENTAL PROTECTION AGENCY
                           GUIDANCE FOR
               ENVIRONMENTAL ASSESSMENT PREPARATION

I.  Introduction

This guidance is offered as a framework for integrating environmental,
social, and economic evaluation into the facilities planning process.

In accordance with the National Environmental Policy Act (NEPA),  the EPA
is responsible for preparing EIS's on facilities plans and resultant
wastewater treatment projects that significantly affect the environ-
ment.  It is clearly the intent of NEPA that "statements serve as the
means of assessing the environmental impact of proposed agency actions
rather than a justification for decisions already made".  It is not,
however, the intent of NEPA that alternatives be screened solely on
the basis of environmental impact, but simply to insure that environ-
mental amenities are considered along with technical considerations,
costs, and public desires.

To insure that the intent of NEPA is met, environmental, social,  and
economic evaluation must be viewed as an integral part of the facilities
planning process.  As such it should be performed throughout the process
rather than after selection of a plan.  This evaluation is an integral
part of the cost-effective analysis portion of facilities planning.

A cost-effective analysis can be defined as a systematic comparison of
alternative ways of dealing with a wastewater treatment and disposal
problem in order to identify the solution which will minimize total
costs to society over time.  These costs include monetary and environ-
mental as well as other non-monetary costs.

Cost-effectiveness is the central thrust of the Federal Water Pollution
Control Act Amendments of 1972 (PL92-500).  It is an attempt to inte-
grate all important considerations early in the decision-making process
and to meet the detailed requirements of the law in an efficient manner.

The cost-effectiveness analysis should be prepared so as to:

    1.  Provide the rationale for selecting a particular course of
        action from among alternatives evaluated.  It is essential
        that a logical decision making process be followed and the
        factors governing selection be spelled out in the analysis.

    2.  Provide a document for evaluation by the general public.
        In part, this means that unnecessary technical detail, technical
        jargon and acronyms should be avoided.

        If properly prepared using cost-effective analysis (including
environmental, social, and economic evaluation), the facilities plan
should provide the data and information necessary for EPA to prepare
an environmental impact statement if required.

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In using the attached guidance  it  should  be  realized  that  this  guidance
is of a general nature.   The depth of  detail and  scope  of  the evaluation
presented in the facilities plan will  vary greatly  from case to case.
It is unnecessary to address an item covered in this  guidance if it  is
clearly irrelevant to the type  of  project under consideration.   Large
complex projects will probably  require more  than  is contained in this
guidance.  In any case,  where there is some  question  concerning the
scope of the evaluation, please contact your State  water pollution
control agency or the Planning  Branch  of  the United States Environ-
mental Protection Agency.

In addition to the environmental considerations contained  throughout
the facility plan, the facility plan should  contain a summary of en-
vironmental considerations.  The summary  should include references to
other portions of the plan where these considerations are  discussed
in more detail.

The following are the major topics to  be  discussed  in the  summary:

    a.  Description of the existing environment without the project.

    b.  Description of the future  environment without the  project.

    c.  Evaluation of alternatives.

    d.  Environmental impacts of the proposed action, including steps
        to minimize adverse effects.
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11•   Description of Project Background

This information should be summarized within the facilities  plan so
that it can be easily extracted for use if an EIS is required.

    A.  Project History

    1.  Briefly describe the study area in relation to the  land  uses,
water qualify and water quantity objectives in the region.   Examples
of objectives and goals are:

        a.  preserving or developing recreation areas, preserving
            wetlands, floodplains, or attractive open spaces;

        b.  preserving or enhancing high quality waters with recrea-
            tional, fishery, aesthetic or water supply values;

        c.  implemementing groundwater recharge plans for augmenting
            water supply and preventing salt water intrusion;

        d.  alleviating groundwater pollution;

        e.  reusing treated wastewater, such as recycling nutrients
            in treated wastewater; and

        f.  facilitating implementation of good planning and land use
            objectives by allowing considerations other than wastewater
            disposal to be the major development constraints.

    2.  To minimize the narrative, a map of the general area in  which
the proposed action would be implemented should be provided.  The map
should include river systems, drainage basins, major surface and
groundwaters, existing interceptors and collectors, pumping  stations
and force mains, treatment facilities, effluent disposal and sludge
disposal sites.  Summarize the description of capacities of  these
facilities.  Outline existing nonstructural actions contributing to
attainment of water quality objectives, such as environmental  zoning,
urban runoff controls, erosion and sedimentation ordinances, water and
sewer rate land use controls, and active public participation  in
decision making.

    B.  Existing Problem and Proposed Solution

A summary of the major water quality and water quantity problems in
the study area should include even those problems which the  EPA  action
will not completely solve. Summarize or reference existing  water quality
standards or effluent limitations.

Briefly describe both structural and nonstructural actions  to  solve
the water quality problems discussed above.

Briefly describe the origin of the grant application, its priority
determination and state certification.  Identify grantees and  their


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consultants for facilities planning.   Identification  should include
the grant administration digital identification number  as shown in
Chapter 12, Part I,  "Grants Administration Manual".

List the total anticipated cost, the  amount eligible  for  a grant
under Section 201(g)(l), Public Law 92-500, and the Federal and state
dollar contributions each will pay if a proposed action is recommended
and approved.

    C.  Issues Identified by EPA and  Others

Briefly state the issues identified by EPA, Other Federal agencies,
regional or local agencies, citizens  groups and environmentalists
related to any proposed structural or nonstructural solutions to the
water quality problems discussed above.
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1*I•  Inventory of the Existing Environment

Inventorying the existing environmental conditions in the area of
the proposed action is important for the decisionmaker and the public.
The environmental setting is the starting point for goal and problem
identification and is the basis for the analysis and comparison of
alternatives.  While the focus should be on the immediate area of  the
proposed actions, where appropriate, parts of the surrounding area
should also be included to avoid the risk of overlooking any important
interbasin or regional impacts.

Through charts, tables, maps, and narration the plan should describe
and graphically locate the area's natural and man-made features,
especially any unique or environmentally sensitive areas.  The nar-
rative should be concise.  Only those characteristics of the social,
economic, and environmental setting which are most important in
relationship to the alternatives should be discussed in any detail,
and those which are not as relevant should be summarized in the
narrative or included in summary tables to indicate they were not
overlooked.

    A.  Natural Environment

The facilities plan should present a description of the physical-
chemical, and biological conditions in the project area.  Terrestrial,
aquatic, and atmospheric environments should be covered.  Special
emphasis should be placed on describing land-water interfaces such
as wetlands, beaches, and stream banks.  These areas are very sen-
sitive to alterations by wastewater treatment projects.

    1.  Atmosphere

    a.  Climate

    Describe the climatic conditions for the general area of the pro-
posed actions including temperature, precipitation, humidity, wind
direction, and velocity.  List any specific adverse weather conditions
and their frequency.  Also describe any topographic features that
influence the weather.

    b.  Air Quality

    To the extent pertinent, discuss the major factors affecting air
quality and the current and anticipated future air quality in the
project area.  Identify and reference any air implementation plan
for the area.

    c.  Noise

    If available, identify the ambient noise levels in the project area
in decibels (scale A).  This would be especially applicable whenever
a proposed site is located in close proximity to a residential area.
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    d.   Odor

    Identifying any major  odor  producers  in  the  project  area.
Generally indicate the degree of effect on existing  communities.

    2.   Land

    a.   Physical and Chemical

        1)  Topography

            Describe the topography of the area  of the proposed
        actions delineating the major  and minor  drainage basins
        along with their characteristics  —  area,  slope, eleva-
        tion, natural and  artificial drainage nets,  erosion,  and
        deposition.

        2)  Geology

            Describe geologic structures  or  formations that have  a
        direct influence on either groundwater or  surface water
        resources.  Areas  where adverse soil or  subsoil  conditions
        may be encountered during construction should be illustrated
        and briefly described.

        3)  Soils

            Identify soil  types in the project area  and  their perme-
        ability, erosion potential, expansion, compaction and other
        characteristics in the study area which  could affect or  be
        affected by the project alternatives.  Attention should  be
        given to identifying suitability  for septic  tank use, land
        disposal, or treatment of effluents, road  and building con-
        struction, landfills, and sludge  disposal.

    b.   Biota

        1)  Plants - Habitat

            Identify the location and  general types  of vegetative
        communities existing in the project  area.   One method of
        identifying communities is by  use of assigned numbers and
        verbal description of composition found in the manual,
        Forest Cover Types of North America, published by the
        Society of American Foresters.  Another way  is  to describe
        vegetation in terms of the various habitat types and quality
        available for wildlife use in the study area and to relate
        this discussion to the total habitat available  in the region,
        The intent is to inventory vegetation in such a  way that
        impacts of the project alternatives  can be determined.
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    2)   Animals - Wildlife Uses of  Habitat

        Discuss general types of vertebrate  species  in  the  study
    area;  their use of habitat for  breeding,  feeding  and  cover;
    and an interpretation of their  ecological significance. When
    possible,  list vertebrates present in the project area. The
    intent is  to describe the animal population  in the  manner
    which  will make it easiest to determine  project  impact  on
    them.   Species lists alone with no interpretation of  ecological
    significance are not very useful in assessing project impact
    on them.   It is especially important to  note any  species on
    a Federal  or State rare and endangered species list and those
    with direct economic or sport value. Appendix A  provides
    addresses  of state contacts for endangered and threatened
    species.   It also provides lists of (proposed or  implemented)
    endangered and threatened animals and plants of  the United
    States occurring within Region  V and gives their  common names
    and descriptions of their habitats.

3.  Water

a.  Physical  and Chemical

    1)   General

        Using  maps and narrative, describe the location of  surface
    water  bodies and groundwater aquifers in the facilities plan-
    ning area.  Watershed areas and aquifer  recharge  areas  should
    be prominently displayed.

    2)   Water  Quality and Quantity

        Problems.  Identify existing and potential water  quality
    and quantity problems in the study area,  specifically the
    relevant  point and nonpoint sources of pollution, such  as
    industry,  municipalities, combined sewers, septic tanks,
    storm water runoff, agriculture, silviculture, aquaculture,
    mines  or  mine drainage and salt water intrusion.  Identify
    violations of water quality standards.   Indicate  which  sources
    will be served in the study area.

        Uses.   Describe the type and extent  of existing and future
    surface and groundwater uses.  Identify  points where  water is
    withdrawn  for drinking, agricultural or  industrial  uses; in-
    clude  volumes withdrawn and points of return for  both surface
    and groundwaters.  If reuse or  reclamation of water is  practical
    in the study area, this should  be discussed. Regulatory and
    administrative procedures in force to reduce water  consumption
    (thereby  reducing waste volume) should be summarized.

        Management.  Discuss all areawide or  basin water  quality
    management plans in force in the study area, court  ordered
    allotments or interstate agreements involving water quality/
    quantity  in the study area.  Identify any permits or  orders

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    on specific water resources issued by state or local water pollution
    control agencies for maintaining or improving water quality,

    Flood Hazards,

    Discuss designated flood risk areas in the study area;  indicate the
    25, 50 and 100-year flood levels for the area,  Identify any ongoing
    or proposed Corps of Engineers or Soil Conservation Service projects
    in any study area floodplain,

b.  Biota

    1)  Plants

        Generally describe significant aquatic vegetation including rooted
    aquatics, floating vascular plants, concentrations of filamentous green
    or bluegreen algae, and any plants significantly affecting the water's
    taste or clarity in the facilities planning area.  Give an interpretation
    of their ecological significance.

        Include information from the latest appropriate water quality survey
    prepared by the State water quality control agency.  Include any availa-
    ble information describing the abundance and diversity of aquatic
    autotrophs,

    2)  Wetlands and Water/Land Interfaces

        Identify beaches, estuaries, stream banks, lake shores, marshlands
    and other wetlands in the study area.  Discuss any tidal effects, effects
    of dissipating wave energy, dune migration, salinity changes causing
    siltation, effects of erosion and inundation or other physical systems
    or actions at work in the study area.  Map flood hazard areas by showing
    annual, 5, 50 and 100-year floodplains, based on information available
    from HUD regional offices,

    3)  Sensitive Natural Areas

        Identify and show on a map or a map with overlays any of the
    following located in the planning area:  surface waters, marshland and
    wetlands, floodplains or flood-retention areas, groundwater recharge
    areas, steeply sloping (over 25 per cent) lands, forests and woodlands,
    prime agricultural lands, habitats of rare and endangered species,
    estuaries, and sensitive geologic areas,  (Appendix A provides State
    and Federal lists of rare and endangered species within Region V,)  A
    narrative description of these should be included.  Interactions between
    identified areas should receive attention in this section,

B,  Man-Made Environment

This section should present a description of the major man-made elements in
the project area.  Population, economics, land use, agricultural, archeologi-
cal, cultural, historical, and recreational resources, transportation,
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resource energy uses, water programs, and other projects, programs and efforts
should all be discussed in a level of detail appropriate to the facilities
plan.

    1,  Land Uses

    a.  Existing Land Uses

    Discuss existing land uses, such as residential, commerical and public
services, industrial, cluster housing, strip development, extractive (mining,
etc.), transportation, communications and utilities, institutional, open
space and recreation, agricultural, water supply, archaeological, historic
sites and other points of interest in the area of the proposed interceptors
or treatment plant.  Describe the extent and effectiveness of current land
use planning by all levels use controls in effect.

    b.  Proposed Land Uses

    For those categories listed above, discuss land uses proposed by local,
state, national or regional governmental agencies in the areas of the proposed
interceptors or treatment plants.  Describe development trends for the indus-
trial, agricultural, commercial, residential and recreational areas, especially
those near or adjoining bodies of water; focus on any aspects of those trends
which might threaten air or water quality or bring about other environmental
problems, especially when interceptors or collectors are being proposed to
service undeveloped land or run through undeveloped areas.

    2,  Demography and Economics

    a.  Existing Conditions

    Discuss population characteristics from the last decennial census and
any updated data available.  Figures on employment and unemployment should
be discussed with breakdowns by type of industry as used in census data.
For added perspective, these data should be compared with state and national
averages.  Identify the major economic revenue producers of the study area.
Discuss the most important of these, showing the basic money flow systems.
Discuss any major economic problems which might affect growth in the study
area,

    b.  Projected 5, 10 and 20-year Growth

    Discuss projected trends related to total population and employment in
the region and study area.  The rates of growth for the region contained
in reports for the Water Resources Council by the Bureau of Economic Analysis,
Department of Commerce and the Economic Research Service, Department of
Agriculture (the OBERS projections) should be used.  The reasons for using
a different forecasting system and the reasons for using a particular projec-
tion should be stated briefly.

If the projections used in the plan differ more than 10 percent from the
OBERS projections, the reasons for using the figures should be stated.
Discuss the relationship of local projections to relevant state and


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national population and economic trends.  Identify additional places of
employment for the projected increases in study area population; discuss
probable trends for the area's principal revenue producers and the local
economy as a whole,  Relate these trends to the future population projec-
tions discussed above and projected state and national economic conditions,

    3,  Cultural, Historical, Archeological Recreational Resources and
        Agricultural Resources

    a.  National Register Properties

    Specifically identify properties located within the general project
area that are included in, or eligible for, inclusion in the National
Register of Historic Places,  To identify included properties, consult
the National Register and monthly supplements.  To identify eligible
properties, apply National Register criteria with the consultation of
the State Historic Preservation Officer and local historical societies,

    b,  Archeological Sites

    Due to the general unfamiliarity of most grant applicants with the
procedures necessary to comply with applicable historic and archeological
preservation legislation we have included a detailed discussion of this
process in Appendix B,

    c,  Recreational Facilities

    Describe the types, locations, and capacities of all park lands and
other outdoor recreational facilities in the area,  Indicate plans for
future expansion of existing sites as well as new developments,

    d,  Agricultural Resources-Prime and Unique Farmland

    In keeping with the Federal policy established by the National
Environmental Policy Act, a consideration of the area's highly productive
farmlands should be included in inventorying potentially impacted environ-
mental elements,  The categories of productive land identified by the
Federal government are "prime" and "unique",  "Prime" farmlands are those
whose value derives from their general advantage as cropland due to soil
and water conditions,  "Unique" farmlands are those whose value derives
from their particular advantage for growing specialty crops,  The Soil
Conservation Service is initiating a mapping program for the prime and
unique farmlands of each state,  Refer to Appendix E for information on
the program for each state and the appropriate Soil Conservation Service
contacts within each state for this program,

    4,  Resource Use

    Identify present and projected amounts of electric power, natural gas,
heating oil, and other power sources used in the area,  Indicate future
construction plans of relevant utility companies for the area,  Identify
any major natural resource users in the project area,  Describe the type,
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quantity and quality of energy resources produced or extracted in the project
area*

C,  Other Projects, Programs and Efforts

Describe any additional Federal, State, regional, or local projects and programs
existing or planned which have or will have an impact (social, economic, or
environmental) on the area.  Relate any interaction between these projects and
the attainment of project objectives.  Include a description of relevant State
and local laws such as water and air pollution control laws, wildlife conser-
vation laws, noise and odor control ordinances, subdivision regulations, erosion
control and urban runoff ordinances, and floodplain development control ordinances,

D,  Documentation

Sources of information used to describe the existing environment and to assess
future environmental impacts should be documented.  These sources should include
local, regional, State and Federal Agencies with responsibility or interest
in impacts to aspects of the natural and man-made environment discussed above,
In particular, the following agencies must be consulted,

    1,  Local and regional land use planning agencies for assessments of land
use trends and population projections, especially those affecting size, timing,
and location of facilities, and the planning activities funded under Section
701 of the Housing and Community Development Act of 1974 (Public Law 93-383),

    2,  The State coastal zone management agency and the appropriate office
of the Department of Commerce, if coastal zones or coastal waters as defined
in Title III of the Coastal Zone Management Act of 1972 (Public Law 92-583)
may be affected,

    3,  The HUD Regional Office if the action may involve a flood-risk area
identified under the Flood Disaster Protection Act of 1973 (Public Law 93-234),

    4, Appropriate State officials and the Secretary of the Interior where
national forest lands may be involved, and with the Secretary of Agriculture
if the action may affect portions of rivers designated wild and scenic or being
considered for this designation  under the Wild and Scenic Rivers Act (Public
Law 90-542),

    5,  The Secretary of the Interior or Secretary of Commerce if any
threatened or endangered species defined under Section 4 of the Endangered
Species Act of 1973 (Public Law 93-205) are identified in the project area,

    6,  The U,S, Fish and Wildlife Service (Department of Interior), the
National Oceanic and Atmospheric Administration (Department of Commerce), the
U,S, Army Corps of Engineers, and the head of the agency administering the
wildlife resources of the particular state in which the action will take place
if a wetland may be affected,

    7,  The State Historic Preservation Officer to meet the requirements of
Section 106 of the National Historic Preservation Act of 1966, Executive
Order 11594, and the Archeological and Historic Preservation Act of 1974,

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    8*  The State offices of the United States Department of Agriculture
Soil Conservation Service for information related to "prime" and "unique"
farmland (See Appendix E),
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IV.  Development of Alternatives

    A.  General

    1.  Alternative waste management techniques will  be  evaluated
based on the Best Practicable Waste Treatment Technology (BPWTT)
or, as applicable, more stringent criteria required to meet  water
quality standards.

    2.  Both the development and comparison of alternatives  should
be presented in a clear and concise manner so the public can follow
the logic of the decision-making process.

    3.  One alternative which should always be included  is that of
"no action" -- allowing the existing wastewater treatment works or
septic tanks to continue in use — so that the public will under-
stand the environmental implication of allowing the existing situa-
tion to continue.

    B.  Steps in Development of Alternatives

The development of feasible alternative systems requires four major
steps.  First, major subsystems and possible subsystems  alternatives
should be identified.  Secondly, the objectives of the project must
be examined and subsequent alternatives incapable of  meeting these
objectives eliminated.  Thirdly, identified constraints  to these
alternatives are applied to reduce the number of subsystems  con-
sidered.  And finally, the remaining subsystems' interactions are
evaluated to further limit feasible alternatives.

Each subsystem has several alternatives as input to the  final
solution of the water quality problem and  to progress toward other
specific objectives and goals.  The facilities plan should include
a narrative discussion of these alternatives as well  as  a summary
table or display of the major points in the narrative.  Tables 1
and 2 are examples of alternatives summaries.  Constraints may well
limit or require the rejection of one or more of the  available
alternatives.  A brief discussion should establish the reason for
rejection.  Appendix C entitled "Locally Sensitized Alternative
Analysis" is offered as an example of a type of evaluation pro-
cedure which may be used in analyzing alternatives.

    C.  Considerations in Developing Alternatives

    1.  Analysis of Joint Treatment or Regionalization Questions

(Regional questions may have already been  resolved by existing
approved plans.  If this is the case, summarization of important
conclusions and proper referencing of these regional  plans may
suffice).

    a.  Identification and assessment of feasible treatment  works
and interceptor combinations within the planning area.  (It  should
be noted that certain simplifying assumptions must be made for

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purposes of this analysis,  e.g.,  treatment  processes.   These  sim-
plifying assumptions must be clearly spelled  out).

        1)  Monetary costs  of the feasible  combinations should  be
            assessed in terms of  the "total present  worth"  of the
            entire system.

        2)  Significant environmental effects resulting from  the
            implementation  of each of the feasible combinations
            should be presented.   Particular  attention  should be
            paid to differences  in impact between the proposed
            combinations.  Unique regional  problems  to  be  addressed
            are:

            a)   Effects of  interceptor locations  on  land use  within
                and between urban areas.

            b)   Effects of  alternative combinations  on  stream flows
                in the region.

        3)  Other non-monetary costs should be evaluated,  including:

            a)   Possible site limitations —  is area available  for
                future expansion  or additions?

            b)   Possible differences in operation and maintenance
                capability  and reliability.

    b.  Based on information contained in 1,  a recommendation for  a
specific treatment configuration  should be  made.  This  recommendation
should include:

        1)  A map of the regional area with specific service  areas
            for each proposed treatment plant delineated,  and

        2)  A specific statement  which identifies the political units
            lying within the service area of  each proposed plant.

    2.  Consideration of Non-Structural Alternatives

There are both structural and non-structural  alternatives  for the
solution of water quality problems.  Structural alternatives  are
related to the construction of new, or the  upgrading of existing,
wastewater treatment works.  Non-structural alternatives include:

       Improved operation and maintenance techniques

       Flow and waste reduction measures, such as industrial  reuse
       and recycling

       Land use and development controls and  management practices

       Non-point sources controls, e.g., urban or agricultural  runoff
       ordinances: erosion and sedimentation  ordinances

                                 -14-

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       Institutional arrangements,  e.g.,  combination of  facilities,
       wastewater discharges,  etc.

       Negative or no growth policy

       Educational programs for decreased water  use  and  wastewater
       generation

       Water and sewer rate structure alterations.

Past approaches have been weighed heavily toward structural  solutions
to problems.  In the future equal consideration  should be  given  to
the non-structural approach — by investigating  what optimum mix
might bring the best alternative solution.

The previously identified non-structural  alternatives should be
evaluated along with structural.  This discussion should include
evaluation of those measures already taken,  proposed to  be taken,
and constraints on the system which eliminates other non-structural
measures.  If non-structural alternatives are part of the  strategy,
the degree to which the effectiveness of  structural  alternatives is
increased should be noted.  If none are used, the possible benefits
that could be realized should be noted.

    3.  Analysis of Alternative Treatment Systems (including structural
        and non-structural measures) within  a Specific Service Area

    a.  The effect which "no action" would have  on communities in-
volved must be addressed.  It is not sufficient  just to  indicate
that the communities involved are under orders.   The analysis must
examine potential effects on:

        1)  Surface water quality.

        2)  Land use - examine restrictions  on land  use  which might
            be imposed by "no action".

        3)  Groundwater quality - examination of limitations in
            utilizing private septic systems.

        4)  Socio-economic character of communities.

            a)  Health hazards

            b)  Industrial development;

    b.  Preliminary alternative systems featuring at least one tech-
nique under each of the three categories  below (treatment  and discharge,
wastewater reuse, and land application) will be  developed  and screened.
A detailed proposal will be prepared for  each unless adequate justifi-
cation for eliminating a technique during the preliminary  screening
process is presented.
                                -15-

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        1)   Treatment  and  discharge  to  surface waters

            a)   Biological treatment

            b)   Physical-chemical  treatment

            c)   Systems  combining  the above  techniques

        2)   Treatment  and  wastewater reuse

            a)   Industrial processes

            b)   Groundwater recharge for water supply enhancement

            c)   Surface  water  supply enhancement

            d)   Recreation lakes

            e)   Land reclamation

        3)   Land application —  the  application of wastewater  effluents
            on  the land  involves the recycling of most  of  the  organic
            matter and nutrients by  biological action in the soil  plus
            plant growth for the breakdown and disposal of nutrients.
            Land application techniques include:

            a)   Irrigation including spray,  ridge and furrow,  and
                flooding

            b)   Overland flow

            c)   Infiltration percolation

    4.  Project Objectives Screening

Following identification of potential system alternatives  an initial
screening should be made to eliminate those  alternatives which are
incapable of meeting project objectives.   Examples of this might be:

    a.  Certain treatment processes  do  not meet water quality
        objectives;

    b.  Interceptor systems failing  to  service major pollutant
        generators;

    c.  Outfall locations requiring  treatment levels beyond that
        available.

    5.  Analysis of Constraints

    Limiting factors,  assumptions, or conditions  that affect the scope
of alternatives considered or analyses  performed  should be applied to
the alternatives already developed to further reduce the number con-


                                -16-

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sidered.   These constraints may be sufficient  reason  to  reject a
large number of alternatives outright,  eliminate  a  portion  of  the
analysis without further consideration,  or  they may reflect on the
effectiveness or scope of available alternatives.   Examples of such
constraints include:

    a.  The proposed  treatment works is  intended  to demonstrate a
particular technology (example: nitrogen removal);
    b.  Capital, maintenance and operation  cost may preclude some
alternatives (example: the level of bonded  indebtedness for a
community may limit the funds available; the tax  base  may not  allow
enough extra cash for O&M);

    c.  Statutory and administrative controls on  residential and
commercial development in the area may  preclude any effective  system
alternative (example: zoning variances  which allow  development of
formerly designated open areas, or withdrawal of  zoning classifi-
cation to allow a more dense population  configuration);

    d.  The work is limited in scope and only a partial analysis
is necessary (example: modification of  an existing  facility);

    e.  The alternative may encourage undesirable growth  in certain
heretofore unserviced areas.

    6.  Subsystem Interaction

    Interactions between various alternative subsystems may further
restrict the number of viable system alternatives.  Possible combin-
ations of subsystems  must be evaluated  to determine which systems
are capable of meeting project objectives realizing previously
identified constraints.

    As an example, an objective of prevention of  groundwater depletion
might be adopted which limits treated effluent  disposal to  the recla-
mation of wastewater  effluent for groundwater recharge.   This  in turn
will affect the degree of wastewater treatment  that must  be used and
represents a subsystem interaction.  Since  the  degree  of  treatment
may well necessitate  an advanced waste  treatment  process, large volumes
of sludge may result.  This in turn limits  the  sludge  disposal method
available and represents another subsystem  interaction.   The community
may have difficulty meeting the O&M costs,  which  may place  limits on
the number of advanced waste treatment  processes  that  can be used.

    In many instances, the interaction  of subsystems will be such as
to place constraints  on the selection process.  Another example might
be that the optimum network of interceptors depends largely on the
gravity drainage pattern of the service area.  Once the position of
this network is established, certain constraints  (physical  and
economic) are placed  on the location alternatives for  the treatment
subsystem.  This location decision at the subsystem level may  also
substantially affect  both effluent and  sludge disposal alternatives.
For example, a river  outfall might well  determine the  degree of
treatment prior to the discharge of the effluent.  This,  in effect,

                                 -17-

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limits the total available choices in the  selection  of  subsystems.
The same interactions occur with regard to degree  of treatment  and
disposal alternatives.

D.  Detailed Evaluation of those Alternatives  Remaining after the
    Preliminary Screening

These remaining alternatives should then be evaluated on the basis  of:

    1.  Calculation of "total present worth"  for  each  alternative
and subsystem component including the possibility  of phased additions,
where appropriate (For cases where there is a  projected development
of more than 2% the possibility of phased  additions  should definitely
be a consideration.);

    2.  Contributions to water quality goals and objectives;

    3.  Significant environmental effects, both positive and negative,
of each alternative including a discussion of  future development
impacts (A more detailed presentation of impact analysis follows
in the next chapter.);

    4.  Operability, reliability and flexibility of  each alternative
and any subsystem included in each alternative.
                                -18-

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V.  Evaluation of Environmental Impact

    A.  General

The beneficial and detrimental environmental effects of the project
alternatives should be evaluated in planning the project and should
be discussed in detail in the facilities plan.   The natural and
man-made factors inventoried in initial planning of the project
may be affected by implementing the alternatives.  Therefore,  the
analysis of project impacts should be organized to systematically
consider the impacts on those existing environmental factors pre-
viously inventoried.  By using the same categories inventoried a
direct comparison can be made of the situation  with and without
the proposed project.

In narrative form the facilities plan should describe the environ-
mental impact of the strucutral and non-structural actions considered
as alternatives.  In many cases the impact may  be associated with  a
single subsystem or non-structural action.  If  more than one sub-
system or action impacts a category, the cumulative impact should
be described.  The assessment of impacts should be divided into
two parts.  The first part should consider primary effects which are
directly related to the construction and operation of a facility.
The second part should consider project-induced impacts (secondary
impacts) within the project area.  The primary  and secondary impacts
discussed should be categorized as:

    1.  beneficial or adverse

    2.  short or long-term

    3.  reversible or irreversible.


    B.  Categories of Effects

    1.  Primary Effects

    Examples of primary adverse, long-term, irreversible impa'cts from
construction and operation of a wastewater treatment works which
should be evaluated include:

    a.  destruction of historical, archeological, geological,  cultural,
or recreational areas;

    b.  contamination of a groundwater aquifer  from failure;

    c.  destruction of sensitive ecosystems (e.g., wetlands);

    d.  consumption of materials in construction and operation (e.g.
chemicals used in the treatment process);

    e.  eutrophication of a body of water;


                                -19-

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    f.   jeopardizing an endangered  species;

    g.   displacement of population;  and

    h.   operational accidents  (e.g.,  chemical  spills).


    2.   Secondary Effects

    Examples of secondary adverse,  long  term,  irreversible  impacts
induced by a project which should be evaluated include:

    a.   Changes in the rate, density,  or type  of  development,  including
residential, commercial, industrial,  or  changes in  the use  of  open
space,  floodplains, prime agricultural land  or other  environmentally
sensitive categories of land;

    b.   Violations of air or water  quality standards  stemming  from
secondary development; and

    c.   Damage to sensitive ecosystems (e.g.,  wetlands)  or  jeopardy
to endangered species, resulting from the secondary growth.

Appendix D is offered as assistance in analyzing  project-induced
secondary impacts.

    3.   Unavoidable Adverse Impacts

    List those adverse impacts identified under the discussion of
primary and secondary effects  of alternatives  or  provide a  summary
table of these impacts.  This  allows the independent  reviewer  to
quickly compare the alternatives on the basis  of  their most serious
environmental effects.

    4.   Relationship between Local  Short-term  Uses  of Man's Environment
        and the Maintenance and Enhancement  of Long-term Productivity

    The relationship between local  short-term  uses  of man's environment
and the maintenance and enhancement of long-term productivity  is often
one of trade-offs or a balancing of impacts  over  time.   Sacrificing
short-term uses of a resource  may result in  long-term benefits.
However, opting for immediate  gain  may mean  foregoing opportunities
for gain at some future time.

    While there is no fixed timetable to distinguish  the short-term
from the long-term, generally  a local short-term use  of  the environment
is defined as a direct consequence  of the project in  its immediate
vicinity.  Long-term effects are those which are the  result, either
directly or indirectly, of the project and  in  most  cases are con-
sidered to be permanent effects.

    The local short-term uses  of land in the study  area  are for the
proposed project, constructed  as part of a wastewater treatment
system, and the commercial and residential development of open land

                                -20-

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induced by the project.  Long-term productivity of the available habitat
and open land in the study area as a wildlife resource and as a land resource
for future agricultural or urban use will be affected by short-term land use
decisions.

     A short-term decision has irmvediate and long-term effects.  Irtnediate
temporary effects during construction of the project would be localized
disruption of traffic, increased noise levels and potential erosion of bare
soils.  However, these impacts might be inconsequential compared with long-
term benefits for the water quality and q uantity in the study area.  Long-term
effects would include changing the water quality of surface and groundwater
resources in the study area and developing new land uses in the study area.
Another long-term effect would be an overall decrease in the amount of open
land in the county or region for agriculture, recreation or commercial and
residential uses.

     5.  Irreversible and Irretrievable C cranitments of Resources

     Summarize the commitirent of land, person-hours for design and construction,
energy, raw materials and funds required to implement each alternative.  These
commitments should be quantified whenever possible.

     6.  Steps to Minimize Harm or Enhance the Environment

     List any mitigative steps identified under the discussion of primary and
secondary effects of alternatives or provide a summary table of these measures.
An example of mitigative measures which could be taken is the case where an
interceptor or collection system routing is changed to avoid impacting on a
sensitive natural area such as a wetland.  Appropriate measures to lessen adverse
impacts will vary with each project.  Common sense, augmented by ingenuity, can
be used to select appropriate methods o f control.

     7.  Summary Table

     In addition to the narrative, the environmental impacts occurring in each
environmental category should be displayed in a sumnary table.
                                    -21-

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IV.  Federal/State Agency and  Public  Participation

The participation of local,  State,  and  Federal  agencies,  individual
citizens and interested environmental groups, in  the preparation of
facilities plans is of the utmost importance.   Their suggestions,
criticisms and objections should  be given  full  consideration.

Any agency or public participation  in the  review  of alternatives
through public hearings should be identified  and  briefly  discussed.
If public hearings have not  been  held during  preparation  of  the
facilities plan, this fact should also  be  noted.

The plan should contain a complete  history of any public  meetings
or hearings related to the proposed action.   The  history  should
state the official title, time, date  and place  of the  hearing  and
the specific reason why it was held.  A summary of the hearing
should be appended to the plan.
                                -22-

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            APPENDIX A

     INFORMATION RELATED TO
ENDANGERED AND THREATENED SPECIES
    OF WILDLIFE AND PLANTS

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LIST OF ENDANGERED AND THREATENED
WILDLIFE SPECIES OF THE UNITED STATES,
AND THOSE ON REVIEW STATUS,  OCCURRING
WITHIN REGION V - TAKEN FROM THE UNITED
STATES DEPARTMENT OF THE INTERIOR
"THREATENED WILDLIFE OF THE  UNITED STATES,"
1973 EDITION AND AMENDMENTS

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ENDANGERED AND THREATENED WILDLIFE SPECIES OF THE UNITED STATES OCCURRING
WITHIN REGION V.
1.  Common Name:      Longjaw Cisco
    Scientific Name:  Coregonus alpenae
    States Where Found Within Region V:  MI, OH, IN, WI
    Present Distribution:  Greatly reduced numbers throughout Lakes Michigan and
    Huron, and a very small population in the small deep hole in eastern Lake Erie
    that was still present as late as 1948.
2.  Common Name:      Blue Pike
    Scientific Name:  Stizostedion vitreum qlaucum
    States Where Found Within Region V:  MI, OH, IN, WI
    Present Distribution:  Very uncommon in the deeper and cooler areas of Lake Erie
    and possibly Lake Ontario.
3.  Common Name:      Arctic Peregrine Falcon
    Scientific Name:  Falco Peregrinus tudrius
    States Where Found Within Region V:  Regional
    Present Distribution:  Breeds in the treeless tundra area of Arctic Alaska,
    Canada, and Western Greenland.  Migrates south chiefly through eastern and
    middle North America to gulf coast of United States, middle and South America
    as far south as Argentina and Chile.  Band recoveries indicate that southward
    migration along the Atlantic coast may be chiefly from breeding areas in western
    Greenland.
4.  Common Name:       American Peregrine Falcon
    Scientific Name:  Falco peregrinus anatum
    States Where Found Within Region V:  Regional
    Present Distribution:  Primarily western North America, but breeding range could
    include part of eastern United States.
5.  Common Name:      Whooping Crane
    Scientific Name:  Grus americana
    States Where Found Within Region V:  Regional
    Present Distribution:  Breeds in Wood Buffalo National Park, central southern
    Mackenzie, Canada.  Winters on Gulf  Coast of Texas, occasionally into Mexico.
                                  A-la

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 6.  Common Name:      Kirtland's Warbler
     Scientific Name:  Dendroica kirtlandii
     States Where Found Within Region V:  MI

     Present Distribution:  Breeds in the northern part of the lower peninsula of
     Michigan from Lake Huron west to Kalkaska County and from Presque Isle County
     south to Ogemaw County principally in watershed of the AuSable River.  Nesting
     habitat young jack pines with low brushy undergrowth.  Winters in the Bahama
     Islands.  Recent records from Eleuthera, New Providence, and Grand Bahama,
     5 in 1964.  Winter habitat noted as pine woods, broad-leafed scrub, and
     Australian pine (Casuarina).

 7.  Common Name:      Indiana Bat
     Scientific Name:  Myotis soladis

     States Where Found Within Region V:  Regional

     Present Distribution:  Midwest and Eastern United States from the western
     edge of Ozark region in Oklahoma to central  Vermont, to southern Wisconsin, and
     as far south as northern Florida.   Distribution is associated with major caver-
     nous limestone areas and areas just north of cave regions.

 8.  Common Name:      Gray Bat
     Scientific Name:  Myotis grisescens

     States Where Found Within Region V:  Regional

     Present Distribution:  Certain kinds of caves in southern and central United
     States.   Distribution associated with major  cavernous limestone areas.

 9.  Common Name:      Eastern Cougar
     Scientific Name:  Felis concolor cougar

     States Where Found Within Region V:  Regional

     Present Distribution:  On the basis of reports of sightings, Wright (1971) says:
          "...the range of the supposedly extinct eastern panther runs across
          the Laurentians from central  Ontario to the Atlantic coast of Cape
          Breton Island, and between the Mississippi and the Atlantic south
          to where it merges with the range of F. c. coryi."

10.  Common Name:      Eastern Timber Wolf
     Scientific Name:  Cam's lupus lycaon

     States Where Found Within Region V:  MN, WI, MI

     Present Distribution:  The Lake Superior region of Michigan and the International
     border region of Minnesota;  Isle Royale, Michigan; Ontario, Canada, north to James
     Bay, eastward to Gulf of St. Lawrence.
                                    A-lb

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11.  Common Name:      Scioto Madtom
     Scientific Name:  Naturus trautman
     States Where Found Within Region V:   OH
     Present Distribution:  In a riffle area in the lower portion of Big Darbey
     Creek, tributary to the Scioto River, Pickaway County, Ohio.
12.  Common Name:      Sampson's Pearly Mussel
     Scientific Name:  Epioblasma Sampsoni
     States Where Found Within Region V:   IL, IN
     Present Distribution:  Wabash River in Illinois and Indiana.
13.  Common Name:      White Cat's Paw Pearly Mussel
     Scientific Name:  Epioblasma sulcata delicata
     States Where Found in Region V:  IN, MI, OH
     Present Distribution:  Detroit River, Michigan, Indiana, St. Joseph River,
     Michigan, Ohio.
14.  Common Name:      Tubercled-blossom Pearly Mussel
     Scientific Name:  Epioblasma torulosa torulosa
     States Where Found Within Region V:   IL
     Present Distribution:  Lower Ohio River in Kentucky and Illinois, Notichucky
     River in Tennessee, and Kanawha River in West Virginia.
15.  Common Name:      Higgins1  Eye Pearly Mussel
     Scientific Name:  Lampellis Higginsi
     States Where Found in Region V:  IL, MN, WI
     Present Distribution:  Mississippi River in Minnesota, Wisconsin, and Illinois;
     Meramec River in Missouri; St. Croix River in Wisconsin and Minnesota.
16.  Common Name:      Pink Mucket Pearly Mussel
     Scientific Name:  Lampsilis orbiculata orbiculata
     States Where Found in Region V:  OH
     Present Distribution:  Green River,  Kentucky; Kanawha River in West Virginia;
     Tennessee River (Tenn. and Ala.); Muskingum River, Ohio
17.  Common Name:      Southern Bald Eagle
     Scientific Name:  Haiiacetus leucocephalus
     States Where Found in Region V:  Regional
     Present Distribution:  South of 40° Latitude
                                  A-lc

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          WILDLIFE SPECIES ON REVIEW STATUS TO DETERMINE WHETHER THEY ARE ENDANGERED OR THREATENED
    Common Name

Freshwater Sponges:
  Muscular sponge
Butterflies:
  Mitchell's satyr
  Dakota skipper
Freshwater Fishes:
  Crystal darter
  Eastern sand darter
  Longhead darter
Freshwater Crustaceans;
  Scud
  Subtle cave scud
  Scud
  Mineis cave scud
  Packard's cave scud
  Scud
  Scud
Birds:
  Eastern Marten
   Scientific Name
Anheteromeyenia biceps

Euptychia mitchellii
Ilesperia dakotae
Ammocryptera asprella
Ammocryptera pellucida
Percina macrocephala

Apocrangonyx lucifugus
Apocrangonyx subtil is
Crangonyx anomalus"
Crangonyx minor
Crangonyx packardi
Gammarus acherondites
Stygobromus putcalis
Martex americana arrvsricana
     Known Distribution
Michigan

Indiana, Michigan
Minnesota

Indiana, Illinois, Ohio, Wisconsin
Illinois, Indiana, Michigan, Ohio
Ohio

Illinois
Illinois
Indiana, Ohio
Indiana, Illinois
Indiana
Illinois
Wisconsin

Maine, Michigan, Minnesota
New Hampshire, New York
Vermont, Wisconsin

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 PROPOSED ENDANGERED AND
THREATENED PLANT SPECIES
  OF THE UNITED STATES

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                    PROPOSED ENDANGERED AND THREATENED PLANT  SPECIES OF THE UNITED STATES -  ILLINOIS
     Scientific Name


   Aster chasei


   Lespedeza leptostachva


   Petalostemum foliosum


   Iliamna renota



   Isotria medeoloides


   Rhus trilobata var. arenaria



>  Asclepias Meadii
i
to
v  Boltonia asteroides var. decurrens


   Cyperus grayoides


   Apios Priceana


   Astragalus tennesseensis


   Synandra hispidula


   Platanthera flava


   Platanthera leucophaea


   Platanthera peramoena
Proposed  Common Name or
 Status   Family*	

    T     Aster family


    E     Bush clover


    E     Prairie clover


    E     Mallow family



    E     Small-whorled pogonia


    T     Fragrant sumac, lemon
          sumac, polecat bush


    E     Milkweed, silk weed


    T     Aster family


    E     Umbrella sedge


    E     Wild bean


    T     Ground Plum


    T     Latniaceae


    T     Tubercled orchis1


    T     White-fringed orchis1


    T     Fringeless purple orchis1
           Habitat*




Prairies


Rocky hills, glades, and river banks


Island in Kankakee River, 111., open woods,
gravels, shores


Dry woodland


Sandy dunes



Dry prairies


Gravelly shores and sandy thickets




Woods and thickets


Calcareous barrens and cedar glades


Wooded ravines1


Wet ^round1

Wet meadows1


Moist woods1

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                    PROPOSED ENDANGERED AND THREATENED PLANT SPECIES - OF THE UNITED STATES  -  ILLINOIS  (cont.)
to
tr
                                  Proposed

        Scientific Name            Status


      Muhlenbergia curtisetosa       T


      Poa paludigena                  T



      Asplenium kentuckiense          T


      Dodecatheon frenchii            T


      Cvpripedium candidum            T


      Thismia americana               T


      Plantago  cordata                T
Camion Name

or Family


Poaceae


Speargrass



Polypodiaceae


Shooting star


Small White ladyslipper


Burmaniaceae


Plaintain, heartleaf
              Habitat*


Woodlands, thickets, dooryards, roadsides


Sphagnum bogs, tamarack-swamps, cold springheads






Rich woods and rocky ledges


Calcareous meadows, prairies, mossy glades

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                     PROPOSED  ENDANGERED AND THREATENED PLANT SPECIES OF THE UNITED STATES - INDIANA
v
i
  Scientific Name


Iliamna remota

Rhus trilobata var. arenaria


Asclepias Meadii

Lesquerella globosa

Platanthera flava

Platanthera leucophaea

Platanthera peramoena

Poa paludigena

Phlox bifida var. stellaria

Sullivantia Sullivantii

Cypripedium candidum
                                   Proposed
                                    Status
                                       E

                                       T
T

T

T

T

T

T

T

T
        Common Name
         or Family*
Mallow family

Fragrant  sumac, lemon sumac,
  polecat bush

Milkweed, silkweed

Brassicaceae

Tubercled orchis1

White-fringed orchis

Fringeless purple orchis1

Speargrass

Polemoniaceae

Saxifragaceae

Small white ladyslipper
Habitat*


Open woods, gravel shores

Sandy dunes


Dry prairies, calcareous bluffs

Calcareous bluffs

Wet ground

Wet meadows

Moist woods

Sphagnum bogs, tamarack-swamps, cold springheads

Dry cliffs, bluffs, sandhills, dunes

Wet limestone and sandstone cliffs

Calcareous meadows, prairies, mossy glades

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PROPOSED ENDANGERED AND THREATENED PLANT SPECIES OF THE UNITED STATES - MICHIGAN
Proposed
Scientif ic Name Status Common N ame or Family*
Primula nvistassinica
Cypripedium candidum
Platanthera f lava
Platanthera leucophaea
Isotria medeoloides
Phyllitis scolopendrium'
var. Americana
Woodsia abbeae
Trollius laxus
Mimulus glabratus
var. Michiganensas
Iris lacustris
Cypripedium arietinum
Listera auriculata
T
T
T
T
E
E
T
T
T
T
T
T
Bird's-eye primrose
Small white ladyslipper
Tubercled orchis
White-fringed orchis-"-
Small whorled pogonia
Hart's-tongue fern
Polypodiaceae
Spreading globefoot
Scrophulariaceae
Iris family
Ram's head ladyslipper
Auricled twayblade
                                                  Habitat

                                                  Calcareous rocks,  shores and meadows

                                                  Calcareous meadows,  prairies, mossy glades

                                                  Wet ground

                                                  Wet meadows

                                                  Dry woodland

                                                  Crevices and cool  slopes or sinkholes
                                                  of dolomite and other calcareous rock
                                                                         2
                                                  Crevices of high cliffs

                                                  Rich meadows and swamps


                                                  Wet shores and springy places

                                                  Beaches, sandy woods and bogs near the Great
                                                  Lakes

                                                  Damp or mossy woods  or bogs

                                                  Alluvial banks, calcareous  silts or crevices,
                                                  alder  thickets, and  arbor-vitae  swamps

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                  PROPOSED ENDANGERED AND THREATENED PLANT SPECIES OF THE UNITED STATES - MICHIGAN oont.



   Scientific Name           Proposed   Common Name or Family*       Habitat*

                              Status



   Poa paludigena               T       Speargrass                   Sphagnum bogs and tamarack swamps



   Potamogeton hillii           T       Pondweed                     Ponds,  slow streams, borders of lakes
fo
m

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                   PROPOSED ENDANGERED AND THREATENED PLANT SPECIES OF THE UNITED STATES - MINNESOTA
NJ
Hi
Scientific Name
Lespedeza Leptostachya
Polemonium occidentale
var. lacustre
Woodsia abbeae
Erigeron pulchellus
var. Tolsteadii
Erythronium propullans
Cypripedium arietium
Listera auriculata
Proposed
Status
E
T
T
T
T
T
T
Common Name or Family*
Bush clover
Greek valerian, Jacob's
ladder
2
Woodsia
Robin's plantain
Dog ' s t ooth violet
Ram's head ladyslipper
Auricled twayblade
    Platantherea flava           T

    Platanthera leucophaea       T

    Gymnocarpium heterosporum    T

    Cypripedium candidum         T
Tubercled-orchis

White-fringed orchis^

Polypodiacede

Small white ladyslipper
Habitat*

Prairies

Arbor-vitae swamps, St. Louis
County, Minnesota

Crevices of high cliffs

Copses, open woods and meadows


Rich woods of flat bottomlands

Damp or mossy woods or bogs

Alluvial banks, calcareous
silts or crevices, alder thickets,
arbor-vitae swamps

Wet ground1

Wet meadows1
Calcareous meadows, prairies,
mossy glades

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               PROPOSED ENDANGERED AND THREATENED PLANT SPECIES OF THE UNITED STATES - OHIO
                          Proposed
Scientific Name            Status

Solidago shortii             T

Calamagrostis insperata      T

Trollius laxus               T

Rhus trilobata var.          T
  arenaria

Oxypolis canbyi              T

Apios Priceana               T

Platanthera flava            T

Platanthera leucophaea       T

Platanthera peramoena        T

Muhlenbergia curtisetosa     T


Poa paludigena               T

Polemonium reptans           T
  var. villosum
Common Name or Family*

Goldenrod

Poaceae

Spreading globeflower
Habitat*
Rocky slopes
Rich meadows and swamps
Fragrant sumac, lemon sumac  Sandy dunes
polecat bush
Hog-fennel

Wild bean

Tubercled-orchis-1-

White-fringed orchis
Bogs

Woods and thickets

Wet ground1

Wet meadows
Fringeless purple orchis1    Moist woods

Poaceae
Speargrass
Woodlands, thickets, dooryards,
roadsides

Spaghum bogs and tamarack swamps
Greek valerian, Jacob's ladder Rich woods and and bottoms

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               PROPOSED ENDANGERED AND THREATENED PLANT SPECIES OF THE UNITED STATES - WISCONSIN
                          Proposed
                           Status
     Scientific Name           	

     Gnaphalium obtusifolium      E
       var.  saxicola

     Lespedeza leptostachya       E

     Woodsia abbeae               T

     Qxytropis campestris         T
       var.  chartacea

     Iris  lacustris               T


>    Cypripedium arietinum        T

     Listera auriculata            T
Platanthera flava            T

Platanthera leuoophaea       T

Poa paludigena               T

Gymnocarpium heterosporum    T
Cannon Name or Family*

Catfoot


Bush-clover
       o
Woodsia^

Fabaceae


Iris Family


Rain's head ladyslipper

Auricled twayblade



Tubercled-orchis

White-fringed orchis

Speargrass

Polypodiaceae
Habitat*
                                                                   Siliceous ledges and cliffs
                                                                   Prairies
                                                                   Crevices of high cliffs^
Beaches, sandy woods and bogs
near the Great Lakes

Damp or mossy woods or bogs

Alluvial banks, calcareous silts
or crevices, alder thickets and
arbor-vitae swamps

Wet ground

Wet meadows

Sphagnum bogs and tamarack swamps

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•Ivj
H-
               PROPOSED ENDANGERED AND THREATENED PLANT SPECIES OF THE UNITED STATES - WISCONSIN oont.

                          Proposed
Scientific Name            Status     Common Name or Family*       Habitat*

Aoonitum noveboracense       E        Monkshood, northernwild      Rich woods, shaded ravines, and
  var. quasiciliatum                                               damp slopes

Cypripedium candidum                  Small vfaite ladyslipper      Calcareous meadows, prairies,
                                                                   mossy glades
*Coramon names and habitat taken from Grays Manual of Botany, Fernald, M. L. , eighth edition, copyright 1950
unless otherwise noted.

 Flora of Illinois, Jones, G. N. , American Midland Naturalist Monograph Series, second edition, copyright 1950.

2A Flora of Northeastern Minnesota, Lakela, Olga, University of Minnesota Press, Minneapolis, Minnesota,
copyright 1965.

T = Threatened

E = Endangered

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BARE AND ENDANGERED SPECIES CONTACTS WITHIN REGION V




 FOR STATES AND THE U.S. FISH AND WILDLIFE SERVICE

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                     RAKE AND ENDANGERED S PECIES CONTACTS
State of Illinois
Director
Illinois Department of Transportation
605 State Office Building
400 South Spring Street
Springfield, Illinois  62706

State of Indiana
Director
Indiana Department of Natural Resources
Division of Fish and Wildlife
608 State Office Building
Indianapolis, Indiana  46204

State of Michigan
Howard A. Tanner, Director
Department of Natural Resources
Stevens T. Mason Building
Lansing, Michigan  48926

State of Minnesota
Director
Minnesota Department of Natural Resources
Division of Fish and Wildlife
301 Centennial Office Building
658 Cedar St.
St. Paul, Minnesota  5515

State of Ohio
Chief
Ohio Department of Natural Resources
Division of Wildlife
Fountain Square
Columbus, Ohio  43224

State of Wisconsin
Director
State of Wisconsin
Department of Natural Resources
P.O. Box 450
Madison, Wisconsin  53701

U.S. Fish and Wildlife Service
Federal Building, Fort Snelling
Twin Cities,Minnesota  55111
ATTN:  Mr. C.E. Faulkner
Telephone 612/725-3500
                                       3-a

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        APPENDIX B
GUIDANCE FOR HISTORICAL AND
 ARCHEOLOGICAL PRESERVATION

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                                GUIDANCE FOR
                  ARCHAEOLOGICAL AND HISTORIC PRESERVATION
                         REGION V WATER DIVISION
                      ENVIRONMENTAL PROTECTION AGENCY
                            Revised October 1977

I.  Relevant Laws

The following Federal statutes and regulations relate  to  the protection
of historic and archaeological sites and properties.   These laws,  and
the procedures required to  implement them, must be taken  into consid-
eration in the facilities planning /construction*grants process.

    A.  Antiquities Act of  1906 (16 USC Sec. 431).
    B.  Historic Sites Act  of 1935 (16 USC Sec. 461).
    C.  National Historic Preservation Act of 1966, as amended, 1976
        (16 USC Sec. 470).
    D.  Archeological and Historic Preservation Act of 1974 (16
        USC Sec. 69).
    E.  National Environmental Policy Act of 1969 (42  USC Sec. 4321).
    F.  Executive Order 11593, "Protection and Enhancement of the
        Cultural Environment," May 13, 1971 (36 F.R. 8921).
    G.  "Procedures for the Protection of Historic and Cultural
        Properties," January 25, 1974, (36 C.F.R. Part 800).
    H.  Guidelines for the Preparation of Environmental Impact
        Statements, Council on Environmental Quality,  August 1,
        1973 (40 CFR Part 1500).
    I.  Preparation of Environmental Impact Statements -  Final
        Regulations, USEPA, April 14, 1975 (40 CFR Part 6).

II. Policy

In the primary impact areas of a grant project EPA has the respon-
sibility to assure that grantees/applicants undertake  appropriate
identification activities to determine the presence of cultural
properties (including architectural, historic and archaeological
properties) eligible for inclusion in the National Register.  These
activities may include field surveys where necessary.  Final decisions
on the necessity for survey work rests with EPA after  the grantee/
applicant informs us of the State Historic Preservation Officer's
recommendation.  Primary impact areas are those where  ground will
be disturbed for the project, such as the plant site,  pumping
station sites, access roads, and rights-of-way for interceptors.
Areas in which the wastewater treatment facilities will have direct
visual, odor, or aerosol effects may also be primary impact areas if
they are likely to contain cultural properties of a type which are
susceptible to such impacts and if the proposed project has been
designed so as to be exposed to view or will emit odors or aerosols.

    In areas where there are likely to be primary effects on cul-
tural resources, grantees/applicants must identify in  their facil-
ities plans all properties listed in the National Register of
Historic Places by consulting the latest issue of the  National
Register, including monthly supplements (40 CFR 6.214  (a)).  The

                               B-l

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                                -2-

current compilation is found in the Federal Register of February 1,
1977, (Federal Register, Vol. 42, No. 21, pp. 6198-6362); supplements
are published in the Federal Register, usually on the first Tuesday
of £ach month.

     The grantee/applicant must also identify in the facilities plan
all properties eligible for listing in the National Register within
the primary impact area.  To do this, they shall consult with the
State Historic Preservation Officer (SHPO) to determine the extent
and adequacy of existing information.  Applicable criteria can be
found in 36 CFR 800.10.

     If existing information is insufficient to identify affected
properties that may be eligible for the National Register, the SHPO
will recommend to EPA the level of survey work needed to identify
the presence of cultural resources. EPA's responsibility to conduct
or fund such surveys on primary impact areas shall be based on the
degree of probability with which cultural resources can be expected
to be found.

     Intensive surveys should be conducted only when a sufficient
amount of information exists to indicate that there is a reasonably
high probability of discovering important cultural resources.  In
areas where such inrormation does not exist, some or all of the
following usually will suffice to determine whether an intensive
survey is justified:  a documentary search of reference materials
on the cultural resources of the area, a walk-over reconnaissance
survey for archaeological properties, and a "windshield" or photo-
graphic survey for historic and architectural properties.  Cultural
resource surveys shall be conducted by appropriate personnel with
qualifications in the fields to be studied.  When necessary, intensive
surveys may include ground testing for archaeological resources, or
the preparation of a comprehensive map locating historical and archi-
tectural resources.  The information obtained from any necessary iden-
tification activities conducted shall provide the basis for determina-
tions of eligibility for listing in the National Register in accordance
with Part 800.4(a) of the Advisory Council procedures.

III. Implementation

     The following procedures are set forth to comply with the above
laws and EPA policy, and should serve as a basis for discussion for
all interested parties.  More specific and detailed procedures may
need to be developed on a State-by-State basis.

    1.  Early in the facilities planning process the grantee/appli-
    cant should contact, or direct his consultant to contact, the
    State Historic Preservation Officer  (SHPO) for the purpose of
    identifying all known historic, archaeological, and/or cultural
    resources.

    2.  This  initial screening should occur at the point  where the
    grantee/applicant  is still examining  several alternatives.  A
                              B-2

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                                -3-

known historic/archaeological site may be a reason for not  selecting  a
particular alternative.   If however, this alternative is  then  selected in
the final screening process, the established procedures (36 C.F.R.  Part 800)
must be followed.  A summary of these procedures can be 'found  in Section V
below.

3.  Once the final alternative plan is selected, the grantee/  applicant
should provide the SHPO with particular  information on the  selected plan.
This should include site  location, surrounding land use,  interceptor
routes, etc.  Photographs of the area surrounding the site  would be very
helpful.

4.  Based on this information the SHPO would make a determination whether
or not a known or potential site would be affected by the proposed  project.
If a known or potential site would be affected by the proposed project the
SHPO would make a recommendation that a  preliminary reconnaissance  survey
of the area was needed.   This will generally involve a site inspection by a
qualified professional in the field.

5.  The grantee/applicant shall retain qualified professionals in archeol-
ogy, history and architectural history to undertake required surveys.  Such
professionals should be hired in consultation with the SHPO and State Water
Pollution Control Agency. An example of proposed professional qualifica-
tions from the Office of  Archeology and  Historic Preservation  National Park
Service, U.S. Department  of Interior is  attached in Appendix I.

6.  If the SHPO determines that a preliminary survey is not necessary, he
would provide the grantee/applicant with a letter to this effect, which
should be included in the facilities plan/ environmental  assessment.

7.  If the SHPO determines that a preliminary survey is necessary,  the
grantee/applicant must contact the EPA project officer through the  State
Water Pollution Control Agency for approval to conduct such a  survey unless
the need was defined in the grant agreement or sufficient funds budgeted
for the survey  in the Plan of Study.  Should the results  of the survey be
negative, and satisfactory to the SHPO,  he would provide  a  letter to  this
effect, which the grantee/applicant would include  in the  facilities plan/
environmental assessment. The cost of this preliminary survey would  be an
allowable Step 1 cost provided prior approval is obtained from the  EPA
project officer.

8.  Should the preliminary survey indicate that an  intensive survey is
needed, the SHPO would provide the grantee/applicant and  the State  water
pollution control agency  with the scope  of the necessary  additional work
and a cost estimate  for  its performance. In this sutmittal the SHPO
should discuss the likelihood of discovering significant  archaeological or
cultural resources.

9.  Work beyond the  preliminary survey stage will require the  specific
approval of the State and EPA, before additional costs are  incurred.   Pro-
posals for intensive surveys should be submitted by the State  water pollu-
tion control agency  to EPA with the State's recommendation.  If approved,
any additional costs will also be allowable Step 1  costs.

                               B-3

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    10.  Should this additional work uncover significant archaeolog-
    ical or cultural resources, the established procedures for deter-
    mining the eligibility for inclusion in the National Register of
    Historic Places shall be followed (36 C.F.R. Part 800).  The fac-
    ilities plan should demonstrate compliance with these procedures.

    11.  All facilities plans will be reviewed to be sure that appli-
    cants have included evidence of contact with the SHPO.

IV. Relationship of Historic Preservation Procedures to NEPA

    1.  NEPA and the historic preservation laws establish independent
    legal standards and procedures.  The requirement of the latter
    must be complied with regardless of whether an EIS must be prepared.

    2.  However, the Advisory Council on Historic Preservation regu-
    lation, (36 CFR 800) and the Council on Environmental Quality
    Guidelines for the Preparation of Environmental Impact Statments
    (40 CFR Part 1500) direct that, where appropriate, NEPA review
    and review under the historic statutes should be coordinated
    and should be incorporated into a single set of documents.

    3.  Secondary impacts to known cultural resources will be
    considered under the procedures of NEPA.

V.  Procedures for the Protection of Historic and Cultural Properties

    The Advisory Council regulations (36 C.F.R. Part 800) apply whenever
a property included in or eligible for inclusion in the National Register
of Historic Places may be directly affected or if a signficant archae-
ological, historic or architectural resource is identified through the
process outlined in Section III.  The procedures required by the regula-
tion are summarized as follows:

    1.  Identification of resources - The grantee/applicant shall
    identify, in consultation with the SHPO, all properties located
    within the area of the undertaking's potential environmental
    impact that are included in or eligible for inclusion in the
    National Register.  Grantee/applicant will notify EPA if there
    is some question of the eligibility of a certain property.
    EPA will request a determination from the Secretary of the
    Interior.  The Secretary of Interior will make determinations
    of eligibility and his opinion shall be conclusive for purposes
    of these procedures.

    2.  Determination of effect - For each property identified above,
    the EPA, in consultation with the State Historic Preservation
    Officer (SHPO), shall apply the "Criteria of Effect" (36 CFR
    800.8) to determine whether the undertaking has an effect upon
    the property.  If there is no effect, the undertaking may proceed.

    3.  Effect established - If an effect is established, the Federal
    Agency and the SHPO shall apply the "Criteria of Adverse Effect"
    (36 CFR 800.9) to determine whether the effect of the undertaking
    is adverse.                s-4

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                                -5-

4.  Finding of no adverse effect - USEPA shall forward its written analysis
of no adverse effect and the SHPO's written views to the Advisory Council.
OSEPA's decision will follow the Advisory Council Guidelines, Appendix  II.
A finding of no adverse effect must be reviewed by the Executive Director
of the Advisory Council.  If he does not object to the finding within 45
days, the undertaking may proceed.

5.  Finding of adverse effect - If there is a finding of adverse effect,
the USEPA shall request in writing the comments of the Advisory Council,
notify the SHPO of the request, prepare a preliminary case report, and
proceed with the consultation process (36 C.F.R. 800.5).  Facilities plan
approval cannot occur during this process.

6.  Consultation process - The consultation process shall involve the
grantee/applicant, the state agency, EPA, the SHPO, the Executive Director
of the Advisory Council, and, when appropriate, representatives of public
and private organizations.  The consultation process shall include the  con-
sideration of alternatives to avoid or mitigate adverse effects, and may
include an on-site inspection and a public information meeting.

7.  Memorandum of Agreement - When the grantee/applicant, state agency, EPA,
the SHPO, and the Executive Director are able to unanimously agree on a plan
to either avoid or to mitigate the adverse effects, they shall execute  a
Memorandum of Agreement acknowledging the avoidance or mitigation.

8.  Failure to avoid or mitigate adverse effects - Upon the failure of  the
parties to agree and execute a Memorandum of Agreement, the Executive
director shall request the Chairman of the Advisory Council to schedule the
undertaking for consideration at the next Council meeting.

9.  Council meeting procedures - The Chairman of the Council shall institute
a 30-day review period for Memoranda of Agreement.  The Chairman shall  also
decide on requests for consideration of the undertaking by the Advisory
Council when no agreement has been reached.  He may deny such a request if
no member of the Council objects within 15 days of his decision and the
project may proceed.  If the Chairman grants the request, the undertaking
must be considered at a meeting of the Council no less than 60 days from
the date the request was received.  The Executive Director must prepare a
case report on the undertaking for the consideration of the Council.  Oral
statements shall also be made before the Council.

10.  Comments of the Council - The Council shall issue and publish in the
Federal Register their comments on the proposed undertaking.  Agency action
on the undertaking may then resume.  However, the Federal agency must submit
a written report to the Council describing its actions taken with respect
to the undertaking subsequent to the Council's comments and their ultimate
effect on the property involved.
                              B-5

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   Appendix  I
 APPENDIX C—PROFESSIONAL QUALIFICATIONS

   1. Basle professional Occupation Stand-
 ards. It is essential that any project proposal
 Identify suitably qualified key professional
 personnel. Basic minimum qualiacatlons for
 these types ol personnel who most often serve
 as principal Investigators and key consult-
 ants on  contract projects are given below.
 Agencies which undertake or  evaluate Iden-
 tification  or  data  recovery  projects  using
 their own employees should also Insure that
 these qualifications are possessed  by appro-
 priate staff members in a manner consistent
 with applicable Civil  Service requirements-.

 Professional personnel of the  Department of
 the  Interior  are available at all times to
 consult with other Federal, State and local
 agencies regarding  the application of these
 criteria in given Instances. For these services
 agency  officials should  contact the  Chief,
 Office of Archeology  and Historic Preserva-
 tion, National  Park Service,  Department; of
 the Interior,  Washington D.C. 20240. In the
 following definitions, a month of professional
 experience need not consist at a continuous
 month of full-time work butsmay be made
 wp of discontinuous  periods  of full-time or
 part-time work adding up to  the  equivalent
 of a month of full-time experience.
   a.  History.  The  minimum  professional
 qualifications in history are a graduate de-
 gree in American history or a closely related
 field; or a bachelor's  degree in history or a
 closely related field plus one of the following:
 (a) At least two years of full-time experience
 In research, writing, teaching, Interpretation,
 or other demonstrable professional activity
 with an academic institution, historical or-
 ganization or agency, museum, or other pro-
 fessional institution:  or-(b) substantial con-
 tribution through research and publication
 to the-body  of scholarly knowledge in the
 field of history.
   to. Archeology. The  minimum professional
 qualifications in archeology are (a) a gradu-
 ate-  degree in  archeology,  anthropology, or
 closely related field,  or  equivalent training
 accepted for accreditation purposes by the
 Society  of  Professional  Archeologlsts,  (b)
 demonstrated  ability to  carry research to
 completion,  usually  evidenced  by  timely
 completion of  theses, research reports, or
 almllar  documents,  and (c)  at least 10
 months  of professional  experience  and/or
 specialized training  In  archeologlcal  field,
 laboratory, or  library research, administra-
 tion, or management, including at least  4
 months  experience in archeological field re-
 search and at least  one year of  experience
 and/or* specialized training in the kind of
 activity  the  Individual proposes to practice.
 For example, persons supervising field arche-
 ology, should have at least 1 year or its equiv-
 alent in field experience and/or  specialized
 field training. Including at least six months
 In a supervisory role. Persons engaged to do
 archival or  documentary  research  should
 have  had at least 1 year experience and/or
 specialized  training In such  work.  Arche-
 ologists engaged In regional or  agency plan-
 ning or compliance with historic preservation
 procedures should have had at least 1 year
 of experience in work  directly pertinent to
 planning, compliance  actions,  etc.. and/or
 specialized historic preservation or cultural
 resource management  training.  A practi-
 tioner of prehistoric archeology should have
 had at least 1 year of experience  or special-
 ized training in research concerning arche-
 ologlcal resources of the prehistoric period.
 A practitioner of historic archeology should
 have had at  least 1 year of experience In re-
 search concerning  archeological resources of
 the historic period. Experience in  archeo-
 loglcal research  In the region where the proj-
 ect will be undertaken Is usually desirable.
   c.  Architectural  History. The   minimum
 professional  q\ial!3catlons  In  architectural
 history are a graduate degree in  architectural
 history, historic preservation, or  closely re-
 lated  field,  with  course  work  In  American
 architectural history; or a  bachelor's degree
 in architectural  history, with a concentration
 In American  architecture; or a bachelor's de-
 gree in architectural history, historic preser-
 vation, or closely  related field plus one of
 the following:
   (1)  At least two years full-time experience
 In research,  writing, or  teaching in American
 history or restoration architecture with an
 academic Institution, historical organization
 or agency, museum, or other professional In-
 stitution; or
   (2)  Substantial contribution through re-
 search and publication to the body of schol-
 arly  knowledge  in  the  field  of  American
 architectural history.
   d. Architecture. The minimum professional
 qualifications in architecture are  a profes-
 sional degree In  architecture plus at least 2
 years of full-time professional experience in
 architecture;  or  a State license to practice
 architecture.
   e. Historical Architecture. The  minimum
 professional qualifications in historical archi-
 tecture are a  professional degree in architec-
 ture or a State license to practice architec-
 ture, plus one of the following:
   (1)  At least 1  year of graduate study In
 architectural  preservation, American archi-
 tectural history,  preservation planning  or
 closely  related field and at least  1 year of
 full-time professional experience on preser-
 vation and restoration projects; or
   (2) At least 2  years  of full-time profes-
 sional experience on preservation and resto-
 ration  projects.  Experience  on  preservation
 and  restoration  projects shall   Include de-
tailed  investigations of  historic structures
preparation  of historic  structures  research
reporta, and preparation of plans and speci-
fications for preservation projects
fron:    36 CFR,  part  66, pp.  5382-5383
                                B-6

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 Appendix II

Guidelines for Making "Adverse Eff-;t" and "No Adverse Effect" Determinations

for Archeological Resources in Accordance with 36 C.F.R. Part 800
Archeological properties included in or eligible for inclusion in the Nationa^
Register of Historic Places are generally nominated under National Register
Criterion "d" (36 C.F.R. Part 60.6) vhich states that a property may qualify
if it has "yielded, or may be likely to yield, information important in
prehistory or history."  While disturbance of archeological properties should
be avoided, under certain  circumstances, properties primarily significant
for the data they contain can be said to realize their significance when
this data is retrieved in an appropriate manner.

In such cases where a Federal undertaking (36 C.F.R. Part 800.3(c)) can
result in the recovery of data from an archeological property on or eligible
for inclusion in the National Register of Historic Places, the Agency Official
should take the following steps to decide whether a "no adverse effect"
determination can be made:

        The Agency Official shall, in consultation with the State Historic
        Preservation Officer (SHPO), apply the criteria set forth in Part
        I below.  If these criteria are not met, the Agency Official shall
        comply with the procedures set forth at 36 C.F.R. Part 800.4(e)
        et seq.  If the criteria are met, the Agency Official may issue a
        determination of no adverse effect for any data recovery program
        conducted in accordance with the requirements set forth in Part II
        below.  Documentation that the criteria and requirements set forth
        in Parts I and II below have been met, along with the comments of
        the SHPO, shall be forwarded to the Council for review in accordance
        with 36 C.F.R. Part 800.4(d).

Part I;  Criteria

        1.  The property is not a National Historic Landmark, a
            National Historic Site in non-federal ownership, or
            a property of national historical significance so
            designated within the National Park System.

        2.  The SHPO has determined that in-place preservation of the
            property is not necessary to fulfill purposes set forth
            in the State Historic Preservation Plan.

        3.  The SHPO and the Agency Official agree that:

            a.  The property (including properties that
                are subsidiary elements in a larger property
                defined in Criterion 1) has minimal value
                as an exhibit in place for public understanding
                and enjoyment;
                                B-7

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            b.  Above and beyond its scientific value,  the property is
                not known to have historic or cultural  significance to
                a community, ethnic, or social group that would be
                impaired by the retrieval of data;

            c.  Currently available technology is such  that the
                significant information contained in the property can
                be retrieved.

        4.  Funds and time have been committed to adequately retrieve the
            data.
Part II;  Data Recovery Requirements

        1.  The data recovery will be conducted under the supervision of
            an archeologist who meets the "Proposed Department of the
            Interior Qualifications for the Supervisory Archeologist
            (Field Work Projects)." (See Attachment //I.)

        2.  The data recovery will be conducted in accordance with "Professional
            Standards for Data Recovery Programs." (See Attachment #2 )

        3.  A specified date has been set for completion and submission
            of the final report to the Agency Official.

        4.  Plans have been made for disposition of the material recovered
            after they have been analyzed for the final report.  (See
            Attachment #3.)

        5.  Regarding the status of the affected property, documentation
            of the condition and significance of the property after data
            recovery will be provided the Agency Official and SHPO for
            forwarding to the National Register of Historic Places for
            action to include nominations, boundary changes or removal of
            National Register or eligiblility status, in accordance with
            National Register procedures (36 C.F.R. Part 60.16 and 60.17).
                                     B-8

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Attachment //I  Proposed Department of the Interior Qualifications for
               the Supervisory Ar'cheoloclst (Field Work Projects)
The minimum professional qualifications for the Supervisory Archeologist
are a graduate degree in archeology, anthropology, or a closely related
field, or equivalent training accepted for accreditation purposes by the
Society of Professional Archeologists, plus:  (1) at least sixteen months of
professional experience or specialized training in archeology field, labora-
tory, or library research, including (a) at least four months of experience
in general North American archeology, and (b) at least six months of field
experience in a supervisory role; (2) a demonstrated ability to carry
research to completion, usually evidenced by timely completion of thesis,
research reports, or similar documents.

For work involving prehistoric archeology, the Supervisory Archeologist
should have had at least one year of experience in research concerning
archeological resources of the prehistoric period.

For work involving historic archeology, the Supervisory Archeologist
should have had at least one year of experience in research concerning
archeological resources of the historic period.
                                    B-9

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Attachment #2  Professional Standards for Data Recovery Programs


       1.  The data recovery program should be conducted in accordance with
           a professionally adequate recovery plan (research design):

           a.  The plan shall be prepared or approved by the
               Supervisory Archeologist and shall reflect a
               familiarity with previous relevant research;

           b.  The plan shall include a definite set of research
               objectives, taking into account previous relevant
               research, to be answered in analysis of the data
               to be recovered;

           c.  The plan shall provide for recovery of a usable
               sample of data on all significant research topics
               that can reasonably be addressed using the property
               or a justification for collecting data on a
               smaller range of topics at the expense of others;

           d.  The plan shall specify and justify the methods
               and techniques to be used for recovery of the
               data contained in the property.  (Methods destructive
               of data or injurious to the natural features of the
               property should not be employed if non-destructive
               methods are feasible.)

       2.  The data recovery program should provide for adequate personnel,
           facilities, and equipment to fully implement the recovery plan.

       3.  The data recovery program should insure that full, accurate and
           intelligible records will be made and maintained of all field
           observations and operations, including buu not limited to
           excavation and recording techniques, stratigraphic and/or
           associational relationships where appropriate, and significant
           environmental relationships.

       4.  Particularly when a data recovery program is conducted upon a
           potentially complex historic or prehistoric property (e.g., an
           historic town site; a prehistoric site that may contain many
           occupation layers, cemeteries, or architectural remains),
           situations may arise or data be encountered that were not
           anticipated in designing the program.  Adequate provision should
           be made for modification of the data recovery plan to cope
           with unforeseen discoveries or other unexpected circumstances.
                                   B-10

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          The data recovery program should include  provisions  for
          dissemination of  the results  of  the  program.   Generally,  the
          final report should be made available to  the  SHPO,  the State
          archivist,  the State archeologist,  the Departmental  Consulting
          Archeologist of the Department of the Interior,  and  the
          Chairman, Department of Anthropology, Smithsonian Institution.
Attachment ??3  Treatment of Recovered Materials


The recommended professional treatment of recovered materials is curation
and storage of the artifacts at an institution that can properly insure
their preservation and that will make them available for reserach and
public view.  If such materials are not in Federal ownership, the consent
of the owner must be obtained, in accordance with applicable law, concerning
the disposition of the materials after completion of the report.
                                      a-11

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     APPENDIX C
 LOCALLY SENSITIZED
ALTERNATIVE ANALYSIS

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              LOCALLY SENSITIZED ALTERNATIVE ANALYSIS*


    As stated here and in the facilities planning guidelines no one
method is best for all situations.  Certain procedures fit some
evaluation problems better than others.  The following procedure
emphasizes community involvement in the decision making process.
It further separates economic considerations from environmental
and social considerations.  Although there are interactions between
these topics, a final presentation of environmental costs and
benefits versus economic costs is often helpful.

    This procedure requires the creation of a community advisory
group.  This group will be utilized to identify alternatives, to
design the evaluation criteria by assigning relative weights for
each environmental and social category, and to evaluate each alter-
native according to this criteria.  In this manner, the analytical
process may be adapted to local conditions and sensitivities.

Community Advisory Group

    The success  or failure of this process lies in the equitable
representation of all concerned persons in the project area. Certainly,
local governmental bodies should be represented.  Often the persons
most knowledgeable of the project are city, county, and state
representatives.  Officials of the Public Works Department, the
City Council, the County Commissioners, the local planning agencies,
and the state have the facts essential for a thorough understanding
of the project and the interactions with community development.

    Secondly, and equally important, persons who will be most
affected by the project must be represented.  Usually this group
will include citizens located in the project area close to areas
where major impacts or alterations are anticipated.  These persons
often make themselves known by their own initiative.  In some
cases, some effort may be required to identify who may be affected,
and locate the persons desiring to participate in the planning
process.  Invited involvement early in the process may avoid
emotional reactive involvement later.

    Thirdly, special interest groups should be included.  Such
persons as environmental group representatives, local developers,
community club representatives, local academia, etc., can con-
tribute considerable information and help provide a focus for
complicated situations.

    A working group, meeting weekly or bi-weekly, consisting of
10 to 20 persons is desirable.  (From an accomplishment standpoint,
less than 20 is a more workable group but it may be difficult to
have adequate representation with less.)  Regular meetings with
sufficient time between each will help maximize attendance and
allow participants time to reflect on the previous meetings and
allow the project leader time to compile previous data.


*  Extracted from "Environmental Assessment Statements Guidelines
   for Applicants" prepared by USEPA Region IV.

                                C-l

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Evaluation Criteria

    Initially, the group must understand its purpose, that being to
sensitize the environmental analysis criteria to local conditions,
and then to evaluate each alternative according to this criteria.

    In order to perform these tasks, the group must first under-
stand the general evaluation topics.  The group leader is responsible
for providing this information.  It should be in the form of the
background data (project objectives, project history, natural and
man-made environmental inventories, maps, etc.) already gathered
and compiled.

    The following table may then be used for evaluating both
primary and secondary effects.  Changes, additions or other alter-
ations to this table may become desirable and should be made where
appropriate.
                                C-2

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                            (U
                            O
                            rt
                            O
                 O
                 (to
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                                 Air  Quality
                                 Noise
                                 Odor
                                  Topography
                                 Geology
                                  Soils
                                         g to
                                         H-H-
                                         o n
                                          CD
                                         MM
                                  Plants
                                  Animals
                                         O
                                          H-
                                         H-O
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                                 Physical-
                                 Chemical
                                 Biological
                                         0) 3 C» P
                                         O rt3 rt
                                         (6 fl> &.(D
                                           H   *1
                                           I   1
                                 Quantity
                                 Quality
                                 Plants
                                 Animals

                                 Land Use
                                Arch.,  Hist., Cult.,
                                  Recreational	
                                 Transportation
                                 Materials
                                 Energy
                                            (Bo
                                              (D
                                 Water Programs
                                                       O.
                                                       ft

                                                       ft)
                                                       9
                                 Community Services
                                 and Facilities
                                  Taxes and Capital
                                  Budgeting
                                  Federal
                                      *
                                          hh O 31
                                          O 00 (D
                                          >-(  H H
                                  State
         C-3
                                  Regional
                                  Local
                                  Primary
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                                     SECONDARY  IMPACTS
                     Man-Made Environment
Natural  Environment
Weighting Factor
                                                                                                   U

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    The citizens group then assigns weights for the various
categories listed in the evaluation table according to their
preception of its relative importance.  One method to
accomplish this task is to initially specify the percent
importance to the major headings.  Secondly, assign a
percent importance, adding in each case to 100%, to the next
lower heading.  Multiply the major topic percent by the next
lower percent to obtain the total percent importance.  This
process is continued until weights are assigned to all
topics.  A partial example of this procedure follows:


    1.   Assign weights to major headings

                        Primary                       60%
                        Secondary                   	±0%
                        Total                        100%

    2.   Divide percentage assigned to major headings among
         next lower headings

                        Natural Environment           30%
                        Man-Made Environment          30%
                        Total Primary                      6056

    3.   Divide percentage assigned to subheadings among next
         lower headings

                        Atmosphere                     1%
                        Land                           855
                        Land/Water Interface           7%
                        Water                          8%
                        Total Natural Environment                 30/5

    4.   Continue this process until the weights have been
         assigned to all the lowest divisions.   The assigned
         weights on the included tally sheet should total
         100%.
                              C-5

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              c.   Alternatives Evaluation

    The first task associated with evaluating specific
alternatives according to the proceeding criteria is to
identify all viable alternatives.  The grant applicant
should present the detailed descriptions of alternatives
already identified as worthy of consideration and the logic
leading to preliminary elimination of other possible
alternatives.  This presentation should be followed by
receiving suggestions for additional alternatives to be
evaluated.  A simple majority vote might be used to include
or not include an alternative.  In some cases, alternatives
which do not fully meet project objectives may be evaluated.
For example, the "no action" alternative or alternatives in
which technology does not allow attainment of objectives.

    Generally, cost evaluations, resource utilization, and
reliability determinations will be developed by the grant
applicant or its agent.  Resource utilization, such as
energy, chemicals, construction materials and land
commitments for both construction and operation for each
alternative should be made available to the study group as
well as the relative reliability of each alternative.  It is
essential that prior to performing the evaluations, the
group have a thorough understanding of facilities locations,
interceptor sizes and locations, service area, design flows,
estimated effluent quality, effluent disposal methods and
discharge locations, sludge disposal areas, air emmissions,
noise and odor production/ and other pertinent necessary for
analyzing the effects of each alternative.

    Following familiarization with an alternative and its
effects on each category in the evaluation criteria, the
relative beneficial or adverse effect is quantified as:

                   Highly Unfavorable = -3
               Moderately Unfavorable = -2
                          Unfavorable = -1
                             Neutral  =  0
                            Favorable = +1
                 Moderately Favorable = +2
                     Highly Favorable = +3
                             C-6

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    A rating is placed on each category for each
alternative.  This rating is then multiplied by the category
weighting factor and the resultant scores for each criteria
added to obtain the overall environmental rating for that
alternative.

    The alternative with the highest score is not
necessarily required to be the chosen alternative, although
reasons for not choosing the most environmentally sound
project must be fully explained.  Costs may be one
overriding reason for choosing an alternative not having the
highest score.
    The applicant1s consultant may wish to have the
assessment statement project team evaluate the various
alternatives.  Persons with specific expertise, such as
Sanitary Engineering, Urban Planning, Economics, Biology,
Physical Science, etc., can give a technical evaluation
irrespective of local sensitivities.

              d.   Alternatives Cost Evaluation

    As previously stated, cost evaluations should be
prepared and presented in the assessment.  A final
comparison between environmental ranking and cost ranking
will allow a rapid determination of the costs associated
with avoiding certain adverse impacts and with achieving
certain additional benefits.

    As in the facilities planning alternative evaluation
methodology, capital costs and operating costs should be
quantified in terms of total costs and average annual costs.
Costs borne by private concerns should be indicated and the
relationship to total costs discussed.  For more detail see
the facilities planning guidelines and the methodology in
the preceding section.

    D.   Summary
    The amount of detail indicated in the preceding two
methodologies may be more detailed than necessary for some
smaller or non-complex projects.
                             C-7

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    In all assessment statements though, certain topics
should be addressed and evaluated among the alternatives.
They are:
               (a)  the degree to which each selected
alternative will solve the identified problems and meet the
other objectives stated in Chapter I  (any differences in
meeting compliance timetables should be included);

               (b)  capital, maintenance and operating cost;

               (c)  adverse environmental effects - for
collectors and interceptors include a specific statement on
whether development of any area will be encouraged; for a
wastewater treatment facility include a statement about the
compatibility of the selected site with its current and
future surroundings and what v/ill be done to reduce
incompatibility;

               (d)  other undesirable aspects;

               (e)  most desirable aspects;

               (f)  if rejected, the major reasons for
rejection;

               (g)  if accepted, the major reason for
acceptance.

    When there is no perceptible difference between
alternatives during the comparison process, a statement to
that effect is sufficient.  At the completion of each major
group of comparisons, the alternative(s)  selected as optimum
and the reasons for selecting it should be summarized.

    If a system contains a subsystem component designed for
a period less than the life of the entire facility, at which
time it will be replaced or upgraded, the comparative
analysis should reflect this.   The discussion should also
emphasize those alternative systems that appear promising in
terms of environmental protection.   Different designs for
systems that are essentially identical with respect to
environmental effects should be considered only if their
costs are appreciably different.  The discussion should also
include alternatives which provide levels of environmental
                            C-8

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protection above thoso required ot Hie proposed facility
when, although not necessarily economically attractive, they
are practicable on technological grounds.

    There are, of course, limitations on the extent to which
an Assessment Statement can evaluate all of the social and
economic benefits and costs of the construction and
operation of a wastewater treatment facility that may have a
design life of 20-25 years — so common sense should
prevail.

    The concept of centralized vs. decentralized systems is
receiving increased attention in current system proposals.
When evaluated on the cost of the facilities alone, the
analyses often neglect to discuss adequately the
residential, commercial and industrial development that a
centralized project can induce.  Their vast network of
collectors and interceptors often opens up many new areas
for development, or more rapid growth.  The comparative
analysis should specifically speak to the environmental
implications of each approach.
                            C-9

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        APPENDIX D
SECONDARY IMPACTS EVALUATION

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Introduction to Appendix D

    This appendix includes excerpts from a report entitled
"Secondary Impact of Regional Sewerage Systems", Vol. 1,
June 1975 prepared by the State of New Jersey Department
of Community Affairs, Division of State and Regional Plan-
ning under a grant from the United States Department of
Housing and Urban Development under the Urban Planning
Assistance Program authorized by section 701 of the Housing
Act of 1954, as amended.  This information is offered as
assistance in evaluating the secondary impacts resulting
from the construction of sewerage systems.  Some of the
information presented relates directly to the State of New
Jersey.  However, most of the information is of a general
nature.  The manner in which it can be applied in evaluating
the secondary impact of a particular project depends on the
nature and scope of that project.
                              D-l

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                                 CHAPTER 1

                         EXECUTIVE  SUMMARY
INTRODUCTION

The following research  project was jointly  conceived by  the Division of Water
Resources (DWR), Department of Environmental  Protection and the Division  of
State and Regional Planning (DSRP),  Department of Community Affairs. It  began
on  July  1,  1973,  and was  financed,  in  part, by  the United States Department of
Housing  and Urban  Development as part of the  DSRP Annual 701  Grant Award.
The purpose of the  assignment was to examine through  analysis of actual case
studies in New Jersey the secondary or long-range effects  stemming from  the con-
struction of large  sewerage  systems. To  the extent possible,  these effects would be
identified, described  and  measured  so  that  they could  be properly  addressed  in  the
water quality  planning and  management process.
The DSRP obtained  the consulting services of  the project  team responsible for the
report Water Quality Management:  New Jersey's  Vanishing Options.^  Thus, by  com-
bining their intimate  knowledge of the  Federal and State water quality  program  and
the knowledge and experience of New Jersey's growth and  development of the  state
planning  agency, a unique research capability and understanding resulted which prob-
ably could not have  been reproduced  singularly or  under other combinations which
excluded either one  group or the other.

The need for  this study  in New Jersey  arose  from  the concern that new  regional
sewerage  facilities  may be spawning rapid  population growth and that such growth
is  most often  unplanned  resulting in  adverse  impacts on  water quality and the total
physical  environment, as  well  as  on the fiscal resources of  municipalities.  For ex-
ample, it has  been documented in  Fairfax  County,  Virginia,2 that  rapid growth  in
an  area newly served by  sewers resulted in a  dramatic increase in  the rate of
growth and  considerable run-off and sedimentation which soon had  the  effect of
making the  water  quality in streams and reservoirs  worse than it was before  the
new sewerage  system was installed. In other words, if  sewerage systems  are  not
carefully  planned  with the  impacts of growth  in  mind, the remedy  can  be more
damaging than  the disease.
1.  Dunka, John K. and Westwater, James D., Water Quality Management: New Jersey's
   Vanishing Options, County and Municipal Government Study Commission, Trenton,
   June,  1973.
2.  "Suburban Growth - A Case  Study,"  Population Bulletin.  (Population  Reference Bureau,
   Inc., Washington, D.C.  1972).
                                        D-2

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 Secondary  Impacts

 Secondary  impacts of sewerage  systems can  be viewed  in  a  number of  ways. Several
 years  ago Congress addressed  secondary impacts  in  the National Environmental  Policy
 Act3  and the Council on Environmental Policy subsequently  noted  that:

   Many  Federal actions, in particular those  that  involve the construction or licensing of infra-
   structure investments  (e.g.,  highways,  airports, sewer systems, water resource projects, etc.),
   stimulate or induce secondary effects in the form of associated investments  and  changed
   patterns of social and economic activities. Such secondary effects through their impacts on
   existing community facilities and activities, or through changes in natural  conditions,  may
   often  be more substantial than  the primary  effects of the original action  itself.

 Federal  statutes  now  require  secondary  impacts to be  analyzed where Federal monies
 are supporting infrastructure development. Figure  1  portrays some of  the  potential
 secondary impacts of regional  sewerage systems.

 In requesting this study, a special  concern  of  DWR  officials was  to find ways to
 make  certain that sewerage facilities, designed  to control  existing  water  pollution
 problems, would  not  appropriately  be  oversized.  The pressures are great for  building
 excess capacity into  the new  systems.  Builders are keenly  aware of  a need  for  large
 capacity  sewage  treatment systems, as  are local officials  seeking ratables. With nearly
 100  municipalities in  the  state  under building bans,  the demands  for  expanding or
 improving treatment are  increasing. Ways must be found to fund  sewerage  facilities
 construction which, as a side-effect, do not result  in windfall  profits at the  public
 expense  by way  of increased  land  values. At  this point, however,  with  a  conspicuous
 lack  of  commonly held  and enforceable  land  use  policies at both  the State  and local
 level,  and with 208  and 303e planning programs now  being utilized, efforts  to  evalu-
 ate and  control  the  size and   impact  of regional  sewerage systems  must  be directed
 through  the construction grants  program. It is apparent that secondary effects can be
 minimized through careful planning, review and management of Federal  and  State
 grants-in-aid.

 The  key  to  understanding and utilizing this document  is to  recognize  that it is the
 construction grants program  that implements  planning decisions. Because of  the  way
 Federal  policies are articulated in  the National Environmental  Policy Act and in the
 Federal  Water Pollution  Control  Act  Amendments of 1972,5 actions to  deal  with
 secondary impacts must  be made in  terms  of the construction grants  program.  If a
 project is built without  using  Federal funds,  there  is no Federal requirement to
analyze  secondary impacts. It  is the  grant,  not  the  project itself,  that enables the
 Federal  government to require analysis  of secondary  impacts and  to modify  the  proj-
ect if  necessary.  An  exception to  the above  is the. requirement under NPDES for  an
analysis  of  the secondary  impacts  for all new facilities discharging into  waterways, re-
gardless  of  the nature of  funding.  Though  neither the  states nor  EPA has as yet  exer-
 cised  this authority,  they  do   reserve  the  right  to  do so.
3. National Environmental Policy Act of 1969,  42 U.S.C.,  Section  4321  et seq.
4. Council on Environmental  Quality, "Guidelines for Preparation of  Environmental  Impact
  Statements," Federal Register, Vol. 38, No.  147, Part II, August 1, 1973.
5. Federal Water Pollution  Control Act Amendments of  1972, Public Law  92 - 500, 92nd
  Congress, S.2770, October 18,  1972.

                                             D-3

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    FIGURE 1
Increased
 School
 Taxes
                           Wasteful
                         Consumption
                          of  Energy
                                                                              Accelerated
                                                                             Development
                                                  Traffic
                                                Congestion
           Disappearance
            of  Prime
            Farm Land
                                                                Non-Point
                                                             Water Pollution
                                                  POSSIBLE
                                            SECONDARY  IMPACTS
              Fiscal
            Instability
                                                             Increased Surface
                                                              Run-Off and
                                                                Flooding
 Windfall
  Land
 Profits
Threatened and
  Diminished
 Water Supply
 Direct Water
Pollution from
  Inadequate
  Wastewater
  Treatment
   Facilities
Sedimentation
     and
   Erosion
Increased
 Housing
  Cost
                                                        u-4

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The  massive  amounts  of Federal  money available for sewer construction in New Jersey
are significant to  this study. Figure 2 shows the recent history  of  Federal  funding for
sewerage facilities construction  in  New Jersey  as compared  with Federal highway
funding. The figure indicates that sewerage facilities construction funding for New
Jersey  in FY 1975 is $253,000,000, while highway funding is  $158,000,000. The
dollar amounts for sewerage facilities  construction seem even  more  staggering when
one  realizes they  would  have  been almost double that  shown  for  Fiscal Year  1974
and  Fiscal  Year  1975 if it  had not been  for  a  presidential impoundment  of funds.
The  U.S. Supreme Court has effectively released all of the impounded  funds,  so it
appears that  annual funding for sewerage  facilities  construction in  New Jersey will
continue to  increase. The State has estimated  that it will  need  more than  $12 billion
for total clean-up  by  19906 and that annual  expenditures could go up to $500  million.7

On the policy  side, this report is designed to encourage discussion  of current grants
management  policies  and procedures. All  of these recommendations were  made with
the foremost goal  of  assisting  in eliminating the considerable  backlog of water pollu-
tion  problems in  New Jersey.  These  recommendations aim  to  link land use  planning
considerations more closely  to  the issuance  of construction grants.

On the program  management side, the report  recommends formalized planning proce-
dures,  guidelines  for  analyzing  secondary  impacts, and  criteria  for  developing the State
Priority  List. It is a purpose of  this report  to assist in promoting  their consideration.

The  Report
First the report  discusses secondary impacts in  some detail. Three case studies are
discussed  in  Chapter 2, primarily  to  examine  the relationship  between sewerage  facili-
ties and development  patterns  in New jersey.  It is  shown that  the availability of
sewerage facilities is one of the  most important  factors in  locating residential, com-
mercial,  and  industrial  developments.  It  is this fact that leads DSRP  to believe  that
more comprehensive approaches should be utilized  in dealing  with secondary impacts
and  planning for  sewerage  systems.
Chapter  3  reviews both the Federal and  State water quality management programs,
which  define, in  large  part, what actions  municipalities may take regarding sewers.
Because  the  construction grants program  is of such magnitude  (see Figure 2) sewer-
age facilities  can  be viewed not  only  as  a means of cleaning up the  State's waters,
but also as a major  tool for influencing  growth  configurations.  However, this  huge
grants  program must be  utilized  by all levels  of government to  insure that  it will
be more a land  and environmental management   tool rather than just a public works
program.
6. Walter H.  Waggoner,  "$12 Billion Price Is Put on Jersey Water Clean-Up," The New  York
   Times, Sunday, September 18, 1974. New Jersey Section.
7. Commissioner Bardin quoted  in "Sewage Project  Boon to Building Trade." The New  York
   'Times, Sunday, October 27,  1974. New Jersey Section.
                                         D-5

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          FIGURE 2
          COMPARISON OF FEDERAL SEWERAGE FACILITIES CONSTRUCTION GRANTS
          AND HIGHWAY  TRUST FUND MONIES FOR NEW  JERSEY
                                                                  $253 MILLIONS
                                                                  $158 MILLIONS
Fiscal Year  1957 58 59 60 61  62 63 64  65  66  67 68 69 70 71 72 73 74 75
                      Sewerage Facilities Construction Grants
                      Highway Trust Fund  Monies ••••••
                                D-b

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In Chapter 4, the problems emanating from the water quality  management  programs
are identified, especially those that could result  in adverse secondary  impacts. To
enable the reader to view those problems as  they  manifest themselves in  a  specific
situation,  a  case  study  was conducted in Ocean  County. It points  up the conflicts
that arise when project  engineers attempt to  distinguish  between reasonable  capacity
for future growth and  the oversizing of facilities. This section  also  discusses with
considerable emphasis on  the construction  grants program  the underlying causes that
force these  issues to surface.

Three  ways  of managing and controlling negative secondary impacts are posited in
Chapter 5. First, improved planning procedures and requirements are  detailed. Then
the administration of the  State and Federal construction grants program  is  viewed
as probably the single  most powerful tool  for achieving  resource management goals.
Finally, the strengthening  of  regulatory  controls is offered as another course of action.

Chapter 6 details the conclusions and  presents specific recommendations to  the Divi-
sion of Water  Resources.  Detailed  discussions of case  studies and guidelines  for evalu-
ating secondary impacts are in  the Appendix to the report.  In  conjunction  with its
overall recommendations, the report suggests a methodology for evaluating secondary
impacts which  will  provide the tools needed  to  better control  negative secondary
impacts,  improve the construction  grants program,  and enhance  New  Jersey's environ-
ment.

CONCLUSIONS OF  THE  RESEARCH
The following  conclusions offer a  summary of the report's research effort.  After  the
general conclusions  that give  an indication  of  how powerful  a  growth tool  sewers
have  become, conclusions  about secondary  impacts and  the factors  conducive to their
occurrence are spelled out. In combination, these conclusions identify  the nature  and
degree of the  problems  emanating from  the expenditure  of large sums for sewerage
facilities  in  the absence of a definitive  State  land  use  program.
Conclusions: General
•  Today, outside of the general  economy, sewers are  the  critical ingredient  and the
   guiding force for growth  in  New  Jersey. As  the cost  of land  and construction
   rises,  more townhouses and  multi-family units  will  be built  in  proportion  to single
   family homes. Sewers  are  essential for this higher density construction. As a result,
   the role  of  sewers as  a growth determinant  will become even stronger in  the
   future.
•  The  Federal construction  grants program for water  pollution control  is proving to
   be a  powerful stimulus to growth in  the less developed  areas of the  state.

•  The  current program contains  funding or proposals  to fund projects  in developing
   areas, some  of which  include excess capacity, e.g., Gloucester and Ocean  Counties
   and  the  Wallkill, Rockaway, Pequannock and Wanaque basins.

•  Population projects,  elusive,  inconsistent, and undependable, are the  anchor  to
   which sewerage  design and investment are  usually tied.
                                          D-7

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 •  Under the current State Priority System,  the protection  of waters classified  high
   quality  is heavily weighted. High quality waters are found throughout  the  State,
   but particularly in the  less developed areas,  where they  also serve as sources of
   water supply  or  are  valuable for recreation.  Construction  grants money should be
   limited  in these  areas where secondary  impacts  are  likely to be most  severe.

 •  While excess future capacity is  being built into some of the facilities  which are
   funded  each year, severe water  quality  problems persist  in many  other areas of
   the State.

 •  Rural areas  have  not  been  considered a high  priority  resource  and as  a result
   development is taking place in  these areas, thereby  generating  the need for services
   to be extended across intermediate  vacant  land.

 •  The  State of  New Jersey at this time  has no official policies  toward growth  nor
   any established  land  use program. Because  of this, actions taken  by  Federal and
   State  agencies  to  clean  up  the  waters cannot be carried   out  within a framework
   of commonly  agreed upon  land use  objectives.  Furthermore,  in most cases  munici-
   pal planning and  zoning controls have  not stood up against  the pressures created
   by newly available sewer capacity.  Few municipalities have carried out  the  neces-
   sary  environmental, fiscal,  and  social analyses to determine the optimum pattern
   of development,  population limits, and  timing for their own  growth. Until   there
   are some established  land  use policies to guide  growth in the  state or until re-
   source capacity studies  can effectively be  tied to  local planning for growth, land
   use planning will  be  done  either via the back door by agencies building public
   facilities or  not at all. This does, indeed,  put a large burden of responsibility  upon
   those agencies  building  major  public  facilities like  sewers.

 Conclusions: Local  Attitudes

 •  Pressure  for continued  economic and physical growth  has been  a  fact  of life in
   New Jersey  government, and sewerage facilities are perceived  as a primary  ingredi-
   ent to such growth.

 •  Federal  grant  programs  are viewed as windfall, one-shot endeavors by  local  officals.
   It  has been  their  judgment that as  much  aid as possible should be obtained for
   the municipality,  while  still being able  to  meet  the debt service payment on the
   local share costs  while the  opportunity  lasts.

•  The current policy of 90% grants for sewerage facilities virtually  removes local
   incentive to  control costs or to associate the size  and  cost of  a project with
   actual current sewerage  needs  and the development future of the  community.

•  Engineering  consultants  normally advise  the •'local authority that it is better  to
   build all at  once  for maximum  capacity than to carry out the  construction  in
   stages.

•  Population growth  stimulated by new overextended sewerage  system implies
   increased municipal service  costs, yet future service costs are  not  analyzed  to
   enable local  officials and the community to  understand  the fiscal  impact of new
   development fostered by sewerage systems.

•  In  most  of  the cases reviewed, the local planning  process is  not sufficiently  de-
   veloped  to  utilize  sewerage  planning  as a device to carry out comprehensive  plans.
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•  As soon as a  project with excess capacity  is on  line, a primary goal of  the  local
   operating agency  is to attract as many  users as possible, often in  conflict with  the
   stated goals  of available  master  plans  to control  and manage growth.

Conclusions:  State Perspective

•  By mid-year 1974,  the  Department of Environmental  Protection began  to address
   the  responsibility of managing the  total amount  of  dollars available  from  Federal
   and  State  sources and to spread it as far as possible  to  resolve water quality
   problems throughout  New  Jersey.

•  New  Jersey's construction  grants priority list is developed annually to facilitate the
   distribution of Federal and State grants, but its  changing criteria are due to  chang-
   ing  Federal requirements, thus compounding  the  problems of aligning planning
   policy with  the awarding of grants.

•  Absence of current detailed  written guidelines  from  the State leaves the  sewer
   planning process largely  to engineering consultants for  interpretation and  implemen-
   tation.

•  The lack of uniform  guidelines  for the  analysis of secondary impacts results  in
   inadequacy to reckon with  long-term  impacts of  sewerage facilities despite require-
   ments of the  National Environmental  Policy  Act.

•  The size of  the proposed system is often not  related to the scope of  the  problems
   to be resolved. The desires of municipal officials and their  consultants  for maximum
   capacity systems, rather  than State policy, become the guiding force in developing
   sewer plans.

•  The proliferation  of package treatment  plants,  which are often poorly  located and
   even  more often  poorly  operated,  is literally a "foot  in  the door" to a  consoli-
   dated  sewerage system and  its attendant secondary impacts.

•  The expenditure of vast amounts of public  funds has resulted  in  windfall benefits
   to landowners in the form  of increases  in  property  value.  At the  same  time,  the
   public does  not recoupe this unearned  increment of  value  obtained  at  its expense.

RECOMMENDATIONS
Two overriding  themes  have  predominated in the formulation  of  recommendations in
this  report. First, how should  limited Federal  and  State funds be utilized  to accom-
plish the  overall  goals of  the  Federal Water Pollution  Control Act Amendments  of
1972?  Second, how can  improved  planning and analysis of secondary  impacts  assist
in achieving  the  goals of the  Federal  Act, while  reducing  overspending  on single
projects?
Recommendations:  General

• The State of New Jersey should regulate  investment  in  sewerage  systems to insure
  that the  considerable  sums  it controls are used  first  to  eliminate the tremendous
  number  of water quality  problems across  the  State and  only secondly  to  provide
  extra capacity for future  populations.
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•  The State should  incorporate  in  its annual Water  Pollution Control  Plan  (1) an
   articulation  of  overall State construction  grant  program goals and  objectives (2)  a
   programming of how and when various  types  of water pollution  problems  will be
   considered for  solution, and (3)  an association  of the total  dollars available to the
   problems at hand.

•  The funding of large amounts  of excess  capacity should  be  discouraged,  because
   such excess  capacity  is a  powerful  stimulus  to  growth, and  uncontrolled  growth
   brings with  it a host of  new  problems,  particularly  ones  affecting water  quality.

•  The objectives  of  each  regional  sewerage  project should  be defined in the early
   planning stages and  the scope of the solutions  carefully related to the  scope of
   the problems.

•  Rural  areas  in  New  Jersey should be considered a  highly  valued resource and  pro-
  jected from  extensive sewerage systems where  need  for service  is  not demonstrable.

•  In  the absence of a  State  land  use program, the best course of action  is to keep
   development options  open  for  the  future  as much  as  possible,  rather than  locking
   the State  into  configurations dominated  by  sewerage plans. This could  be done  by
   concentrating investment  on the  severe  problems  in  already  built  up  areas and only
   investing in  minimum essential  capacity  in those  developing  areas  where problems
   exist and  headwaters or recreational waters  must be protected.  A  further step in
   carrying out this course of action should  be increased enforcement of  the  regulatory
   power of  the  DEP in dealing  with  septic  systems  and package  treatment plants.

•  Devices  to either more  equitably distribute the increased  development capacity cre-
   ated by the construction of the  system,  or  to  enable  the public  to recapture  the
   unearned increment of  value accruing to  property  owners  within a service area, or
   both,  should be explored.

Recommendations: Construction Grants Program

The Priority System

•  See that the goals of the State are reflected in the priority system.

•  Set the  priority list  in  rank order  so that it reflects the  relative  importance of
   the criteria.

•  Establish a fund for  Step  1 projects and a  separate fund  for Step 2 projects.

•  If  permitted, separate lists  should be created to include:
   —   Segmented projects from  previous years
   —   Treatment  plants, pump stations and  i'nterceptors
   —   Other projects, such  as collection systems  and separation of  combined
       systems
   —   Step 1  projects
   —   Step 2  projects.

•  If  separate lists are not  permitted,  a "multipler"  (or weighting  factor)  should  be
   introduced into the priority system  which would  in effect separate segmented
   projects, treatment plants and  other projects from one another. The  regulations
   clearly permit Step 1 and Step  2 projects to be  set aside.
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•  Allow flexibility  for  crisis  situations which  emerge, without suggesting  that
   all projects  will  be  funded.

•  Establish a formal procedure  whereby  the  State  may  review  a project  at  each
   stage of the facility  planning process and exercise  the option to modify the  scope
   of a  project at any  time prior  to certification to  the  Environmental Protection
   Agency.

•  Include  only  those elements of the  project which  are  considered to  be essential.
   Do not  enter  projects on the list  until they have  successfully  passed a review or
   eligibility conference  where  the applicant  and the  State have  agreed  upon  the scope
   to be included.

•  Provide  only  for  the  most  immediate needs  in areas with demonstrated high  growth
   potential. Allow for  modest additional capacity at  treatment plants and  minimize
   the expenditure for large interceptors in regions  where the ultimate  capacity  in the
   region is uncertain. Do not build some interceptors until  the need  is  clear in
   order to prevent  overextending  systems.

•  Spend dollars  as  soon as possible. Spending  should be contrasted  to the mere act
   of obligating  monies  to  applicants, which  may not be spent  for several months or
   even  years. As of mid-year  1974 this  has  begun  through  segmenting of the projects.

•  Separate projects  into stages or segments  which  coincide with  a phased construction
   program. Establish an  approach  to scheduling the  construction, and reserve  this ap-
   proach  only for the   largest projects, say those greater than  $10 million. This has
   been  initiated  as  of  mid-year  1974.

•  Assure  funding of segmented  projects in subsequent fiscal years by establishing a
   premium class of those projects  which would be funded prior to  new  projects.
   Allow the option  that certain  projects would not  be  permitted this  favorable con-
   sideration.

Facilities Planning
•  Prepare  a written  guidance  document which  would  explain in detail  the  standards
   and procedures for local performance of facilities  planning requirements consoli-
   dating and  unifying existing State  and Federal guideline documents.

Secondary  Impacts

•  Establish special  procedures  and  guidelines  for  the  analysis of secondary  impacts.
   (See  Appendix 1)

•  Specify  procedures by which  elements of  secondary impact  analysis,  where  appro-
   priate, can  be brought into the  planning process at an early stage  rather  than
   after  major decisions  have  been  made  and  the Environmental Assessment  Statement
   is being prepared. A  broad-based  environmental review procedure should  be considered.

Funding

•  Establish a  policy whereby  the  State would  establish  criteria for the amount  of
   state  aid to be granted (up to  a maximum of 15%) which  would  favor  dire  need
   projects  and which would disfavor the oversizing of new  and expanded systems.
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•  Permit  State  and Federal governments to fund  only essential  capacity.

•  Reduce  initial expenditures by shortening the design life of wastewater transmission
   and treatment facilities.

Recommendations: Regulatory Controls

•  Improve the  basis  for  review  and approval of package treatment plants.  Land
   disposal  technology should  be utilized where possible.

•  Establish a formal policy favoring operation  of  such facilities by governmental
   units, and minimize  the creation  and continuance of  these franchises.
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                                         APPENDIX  I

                 EXPLANATION  OF THE  METHOD FOR  EVALUATING
             SECONDARY  IMPACTS OF  REGIONAL  SEWERAGE SYSTEMS

The purpose of investigating the seven categories in these guidelines in  the order  suggested is  to
gain an understanding of the  growth-induced  impacts  which may result  from each  of the  alterna-
tive systems which have been proposed. It  is necessary  to  determine  the  probable  rate and pattern
of  growth  in  the service area which  will result from  each  alternative  and then to analyze the im-
pacts of that growth. Following  is a summary of the rationale behind the guidelines.

SECTION I
Determine  pressure for development.  To get an  indication of the amount of pressure for develop-
ment in the area, determine what development has  occurred  since  1960 and what  is happening
now. Separate  by type of land  use.  This will  help  to determine  whether  or not there  will be a
high rate  of growth once the sewers are in. Trends should be  adjusted  for short-term  influences.

SECTION II
Measure vacant, developable land. To  get an idea of how much growth could occur, determine
how much vacant,  developable land  there is. Also indicate  natural and  physical  limitations of  the
land for development.

SECTION III

Compare proposal with existing  plans. To see  if the proposed project conflicts in any  way with
existing plans,  compare a map of the service  area showing  the  location  of the proposed system
with plans and future land  use  plans  of municipalities, counties and the State, including plans for
highways, parks,  reservoirs, and  environmentally critical areas. (Include such agencies as the New
Jersey  Highway and Turnpike Authorities and  the Atlantic  City Expressway.)

SECTION IV

Evaluate municipal  attitude  toward growth.  The  level  of  land use planning in  an area  will be
decisive in determining potential  secondary  impacts  so it is necessary  to evaluate the quality of
the planning effort which is being carried out  in each municipality. A checklist of indicators  is
given with which to  measure  the degree of commitment  to basic planning objectives.

SECTION V
Estimate growth. While it is difficult to estimate growth  when  counties  and municipalities  have
tended  to  simply accommodate growth as it comes  along rather than  setting limits and specifying
timed stages  for development, this task must  be carried out in  as enlightened a manner as possible.
It is necessary  to estimate the amount and  pattern  of growth which  will  occur  in  the  ten  years
after construction. This estimate will  be based  mainly on previously gathered information,  such as
the amount of vacant, developable land, municipal  policies  and  attitudes,  the pressures  for develop-
ment in the  area, and the development trends,  e.g., RUDs.

SECTION  VI

Measure impact. All the previous steps lead up  to this one, which  should  be considered the heart
of the analysis. Using  the estimates of the  pattern and rate of  growth above, describe  the potential
impacts of this growth on  the individual municipalities and the region.

SECTION  VII

Weigh alternatives. This section should be a thorough  evaluation of  the  alternative proposals in
terms of the long-range impacts  discussed in the previous section. If possible it should  conclude
with a recommended  project proposal  which would  have  the  least adverse  impact while adequately
solving the current  water quality  problems  of the area. The possibility that all  alternatives repre-
sent too large a solution to existing problems should  not be  ignored.

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               GUIDELINES  FOR EVALUATING  SECONDARY IMPACTS
                         OF  REGIONAL SEWERAGE  SYSTEMS
The  environmental assessment which accompanies each facilities  plan  must include  a  discussion of
the secondary impacts of the proposed facility.  According  to  federal  regulations, secondary  impacts
include  changes  in the intensity and distribution of the population, and changes in the human use
of the land.  Because  secondary  impacts  are a  measure of long-range and  lasting  effects  of  a project,
analysis of secondary impact should be at least  as lengthly  and detailed as that for  primary impacts.
The  following guidelines  are  offered to assist  in  addressing this  question.

1.   Growth  Experience  of  the Service  Area
     A.    Describe the growth  experience of each municipality  and the whole  study area  since
           1960, including changes in  size of population,  types  of  residential development,  types
           of industrial and  commercial  development, and changes in other major  uses of land,
           such  as farming. Map this information.

     B.    How does this growth  experience in  the service area compare  with the rest of the
           county and with  the state  as  a whole in  terms of population,  employment,  building
           permits granted,  industrial development?

     C.    Rank  in order of importance  the major factors influencing growth in the area and  give
           rationale behind  choices; for  example:
                proximity to metropolitan areas
                accessibility  — highways, public  transport
                natural resources  — water supply,  aquifers,  prime farmlands
                natural features - mountains, streams, ocean
                inexpensive  land
                buildable land
                public facilities
                etc.
     D.    Determine the degree of development activity in each municipality in the sewer  service
           area by  showing how much development  by type —  commercial, single family residential,
           apartments, PUDs, industrial,  etc.,  has been approved  in the past two  years. Look also
           outside the specific service  area for indications of development pressure in the region
           including  planned capital facilities.
           1.    Based on  recently proposed subdivisions and building permit applications,
                estimate the amount of  residential development that  is likely to  be  con-
                structed in the next few years.  Determine the  number of  potential  dwelling
                units which  will probably be  built without the proposed  project.
           2.    Indicate lands which are known to  be  held  by speculators and  developers.  In
                New Jersey  a  copy of every  deed recorded with the  County Clerk's Office is
                sent  back to the municipality. So information relating to changes in ownership
                should be available at municipal offices. The  county agricultural agent will  be a
                useful source of information  in  this regard.

II.   Existing Land  Use
     A.    On map or photo quad of the service area at U.S.G.S.  scale,  map publicly  owned
           lands, floodplains, wetlands, etc.

     B.    Map  undeveloped  lands  and  determine the number of vacant acres. Subtract publicly
           owned lands,  floodplains, wetlands, slopes  exceeding  15%,  etc.  to determine  the  number
           of vacant, developable  acres in each municipality and in service area.
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      C.   List any  major deterrents to  growth,  both natural and other, e.g., lack of water  supply,
           lack of sewers, bad  drainage, difficult  terrain, stream  loading  limitations, etc.
           (This information will  have already been  obtained for  the inventory  of natural  resources
            required  in  the preparation  of a facilities plan.)
      D.   At  same  scale as above, preferably  as  an  overlay,  map current zoned densities,  taking
           these from each municipality's zoning  map  and ordinance. Deduce from  this current
           zoned  capacity of the service area.

III.   Relationship  to  Future  Plans
      A.   Study future  land  use  plans  where they exist of  each  municipality in the service  area.
           Indicate the  status of these plans.  Are they  official,  adopted  plans? When were they
           prepared and  adopted?  If no  plans  exist,  review the  zoning ordinance. If  neither  exists,
           so note.

      B.    Describe all other applicable  planning  for  the service area, including regional  and  county
           future  land use plans, state highway plans, state  open  space  plans, plans for  environment-
           ally critical areas, i.e.,  floodplains,  wetlands,  coastal zones, etc. Confer particularly with
           county  planners for this overview.  Are local  plans consistent with these county, regional
           and State  plans? Point out major discrepancies.  Separate  planned expenditures from
           general  plans.

      C.    How does the provision of the  proposed  facility  relate to  the above plans?  Does  it
           propose sewers  in areas designated  for  conservation, open  space,  recreation or in environ-
           mentally critical  areas? Where conflicts exist, how  is  the  system  designed  to  deal  with
           them?

IV.   Status of  Planning  in  Each  Municipality
      A.    What is the attitude  toward  growth in each  of the participating  municipalities?  Determine
           this by  examining  municipal  records, interviewing  public officials, planning consultants,
           citizens, and  reviewing  area newspapers.

      B.    How much has each  municipality in  the  service area  spent on planning  in each of the
           last  five years?  Show the  relationship  between  the amount of vacant, developable  land
           they have  and the amount of money  they spend  for  planning.

      C.    Describe the  degree to which each municipality  has dealt  with the following  checklist
           of basic planning  elements:
           1.    Inventory  of  natural resources, including geology, soils,  topography, water  quality,
                water supply.
           2.    Open Space  Needs Study and  Open  Space Plan.
           3.    Housing Needs  Study and  Housing Plan.
           4.    Collector Sewer Master  Plan.
           5.    Adopted  Master  Plan  which encompasses the  above  elements.
           6.    Provisions  in  zoning  ordinance providing for  "timing of  development,"  clustering,
                PUD and PURD.
           7.    A  six-year capital  program.
           8.    Describe municipalities'  current debt  status and  capacity.

      D.    Evaluate the  consistency of the  municipalities' land use ordinances  and their  plan.
           (Note inconsistencies  in  terms of impact on  system design.)

      E.    Examine the  records  of the Zoning Boards of Adjustment  for the  past five  (5) years
           in the service area.
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           1.    What is the  frequency of use or "d" variances?
           2.    To what extent are they  a  departure from the plans and  adopted land  use  regula-
                tions; note  especially:
                a.    changes in density
                b.    marked  changes  in  type of use
                c.    marked  changes  in  waste discharge characteristics  of  permitted  uses

           3.    Discuss the potential  impact on system  design  where significant  Zoning  Board
                activity has been  occurring.

V.    Estimating  Growth
      The Environmental Assessment must  take into  account the assumption  that  putting  through
      sewer  interceptors  will stimulate  pressures for development. The growth  which will  follow
      the  construction of the  project must be estimated  in  order  to deduce  the  potential impacts
      on natural resources,  public  services, fiscal  policy and the character of the area.
      A.   For each  alternative indicate  on a  map of the  service  area  (no smaller than U.S.G.S.
           scale) the location and size of  proposed  sewer  lines and treatment  plants.  Aerial
           photographs available at  U.S.G.S. scale, 24,000:1, is a  useful base on  which to lay
           out proposed systems.
           In light of municipal policies, proposed  developments,  and amount  of  development
           pressure discussed above  and with  careful analysis  of the vacant,  developable  land
           which  will be served by  the proposed system, estimate the  population  which will
           occur  in the service area within  the  10 years following  the  construction of the  pro-
           posed  project. This could be a range rather than a  single  figure.  It will be necessary
           to estimate the  spatial  pattern, density and general  housing  types  which will  probably
           occur.  Where assumptions are made,  they should be clearly  stated  and justified.

      B.    For purposes of  comparison, also  estimate  an ultimate population  for  the  service  area
           based on  the design size of the pipes,  assuming full capacity use.  Evaluate  the engineer's
           assumptions about  per  capita use and peak flows as well as his methods  for  computing
           pipe sizes.
      C.    Under  current state and  local  policies toward zoning, floodplains, critical areas, septic
           tanks and  package treatment, what growth would occur  if the  project were not  con-
           structed  using the  10  year  time frame.

VI.   Measuring  Potential  Impact of  the  Proposed  Facility  (and  Alternatives).
      Using  growth estimates from Section V. A.,  determine the potential  impacts of  development
      on:  regional economic patterns, transportation,  local sewer collector systems, health  services,
      solid waste disposal,  schools, municipal  fiscal structure, air quality, water supply, flooding,
      water  quality downstream effects and the  character of the region.
      A.   The  impact of each of these should  be analyzed for each municipality in  the service
           area  using referenced standards.
           1.   Regional economic  patterns.  What will be  the  impact (positive and negative) of
                growth on  the following  economic  activities: agriculture, industrial development,
                retail business and  services?  This analysis  should  include geographic as well  as
                measured  aspects.
           2.   Transportation.  How  many  additional cars  for  residents, commuting-in traffic and
                service  vehicles will be  generated? What new roads and road  widenings  will  be
                necessary  to  serve this additional  traffic?  Estimated pattern  of development under
                Section V.A. of these Guidelines  will be useful here.  Approximate costs. How will
                the  burden be divided up between  federal, state,  county  and local government?
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                 Will  a public transportation system  be possible within  the  region  if it  doesn't
                 exist  now?
            3.    Local sewer  collector systems.  How much  sewerage  will have  to  be constructed
                 by each municipality? Estimate costs. Add costs of local system to costs of
                 regional  system to produce estimated  total cost to  users 10 years  after construc-
                 tion  of regional  project. Is the cost high  enough  to create pressure for more
                 users?
            4.    Health Services.  Estimate  demand for  hospital beds, nursing home  beds, and other
                 services as identified by the State Comprehensive  Health Planning Agency.
            5.    Solid waste disposal.  Estimate  the amount of solid  waste  (tons  per month)  which
                 will  have to  be  collected  and  disposed of. Are there plans for dealing  with this?
                 Have  sites been  chosen? What  will  be approximate  yearly costs  for facilities and
                 operations?  Are  there available approved  disposal areas  in  the area?
            6.    Schools.  How  many  additional  school  children  can  be  anticipated? Using the
                 estimated number of  additional housing units in  V.A. and  accepted standards for
                 the number  of school children per  unit.^  Based on current cost  per school  child
                 per year  in each  municipality,  estimate future annual operating and construction
                 costs. Relate the  latter  to debt section below.
            7.    Municipal fiscal structure.  What are  the anticipated  effects  of  increased  population
                 on the  fiscal position and tax  rates of each  municipality. Indicate whether  or  not
                 there might  be an increased financial  burden on  residents and if so, to what de-
                 gree.  (Again, it may be necessary to discuss  this in terms of  a  range of possibili-
                 ties.) 2 What  are  the  capabilities of  the towns with  respect  to their current  and
                 future debt capacity characteristics?
            8.    Clean air. What is existing air  quality  in  the region based on  current readings  for
                 particulates, photo chemical oxidants and  sulphur  oxides? With anticipated growth
                 what  would  be the projected amount  of  deterioration  in air quality in  regard  to
                 these  three parameters?  Is this  within  the bounds of the EPA air  quality  incre-
                 ment  standards?
            9.    Water supply.  What are the current sources of potable water  and what is the
                 adequacy of  such sources for  meeting estimated future  population  needs? Deter-
                 mine  what other  sources  might be available,  how  they  might  be brought into
                 use and  the  approximate  cost  involved.  Is  depletion of streams or wastewater
                 loading a concern  in  planning  for future water supply?
           10.    Flooding. To what extent will  the amount and  speed of run-off  be increased by
                 estimated changes in land  use,  and  what  effect  will this increased  run-off have
                 on frequency and magnitude of floods for 25-year  storm, for 50-year storm?3
           11.    Water quality.  What  are the anticipated  effects on  stream  quality  and underground
                 water quality of  the run-off and increased wasteload resulting from the estimated
                 development?
           12.    Character of the region. Would there  be  any significant changes in the  appearance
                 or functioning  of the region which  should be documented?

      B.    What are the  most significant problems which  can be foreseen as the result  of the
            above described impacts of growth?  Describe them at length.
1. See Explanatory Notes at end of guidelines.
2. See Explanatory Notes at end of guidelines.
3. See Explanatory Notes at end of guidelines.


                                                D-17

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     C.    Is  the design  and construction schedule of the proposed  facility  compatible with phasing
           of growth  in  the individual municipalities and  in the  region, or will  large areas be opened
           up all at once?

VII. Weighing  Alternatives
     A.    Which of the alternative  proposals  best  minimizes adverse secondary impacts  while
           providing an adequate solution to the water  quality problems of the area?

     B.    It  is  possible  that each  of the proposed alternatives represents  too large  a  solution
           in  relation  to existing problems,  thus  threatening the  area with  unnecessary secondary
           impacts.  If  this is the case, indicate ways in which you  feel the project might  be
           revised, scaled  down or  staged and still solve  the water quality  problems of  the area.

VII. Qualifications  of Consultants
     A.    It  is  apparent that  preparation of an  analysis of  secondary  impacts should be a  team
           effort. Identify  persons who  prepared  the statement and  their qualifications in the
           fields of planning, traffic  engineering,  economics, hydrology,  sanitary  engineering, etc.
                                                D-18

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                                 EXPLANATORY NOTES


1.   The following steps are  suggested:
     a.   Estimate number of additional  housing units. (See Section  V., A.)
     b.   New development will  have considerably  more multi-family units  than  has  been true up
          to this  time, so make  assumptions within the following ranges.

                          25% - 30%  single  family
                          35% - 40%  townhouses
                          30% - 40%  apartments
     c.   The  following coefficients for average number of school children  in  the different types
          of units are found  in the County and Municipal Government  Study  Commission  study.
                          .3  — apartments
                          .7  — townhouses
                         1.5  — single family
     d.   Multiplying these coefficients by  the numbers of different  types of units, one  can
          arrive at a general estimate  of  the number of additional  school children.

     See also Evaluating the Fiscal Impact of the Planned  Unit Development, published by  the
     Division of State  and Regional  Planning,  1974.

2.   In  a  general description  of simplified fiscal  impact analysis Real  Estate  Research
     Corporation  of Chicago suggests the  following  methodology.
     "The purpose  of a  fiscal  impact study is to demonstrate the positive and negative impacts
     a given development or developments will  have on a  community, measured  as the difference
     between revenues  generated and  the  costs  of services  and  facilities required.

     The basic  approach is to determine the average  per capita  municipal costs to serve anticipated
     residents of a  proposed development or developments  or in the  case of schools, operation and
     capital  cost per student  to accommodate anticipated  new students. This is then  compared to
     property tax  anticipated from the  proposed construction."

3.   Several methodologies  have been  developed  for measuring anticipated  increases in
     run-off in urbanizing areas.  A very  adequate one is described in:
     Urban Hydrology  for  Small Watersheds. Central Technical  Unit.  Hydrology Technical
     Notes 1 and  20. U.S. Department of Agriculture, Soil Conservation Service,
     December, 1973. Upper  Darby, Pennsylvania.
                                         D-19

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           APPENDIX E




PRIME AND UNIQUE FARMLANDS PROGRAM

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                                ILLINOIS
Illinois is adding some additional State categories to the Federal Prime
and Unique classifications.  Ten counties will be studied this year.  Contact
the SCS office for Illinois (see address below) for more information.
Interested persons can have their names put on a mailing list to receive
maps as they are published.

SCS Contact:

DANIEL E. HOLMES
U.S.D.A., Soil Conservation Service
FEDERAL BUILDING
200 W. CHURCH STREET
P.O. BOX 678
CHAMPAIGN, ILLINOIS  61820

958-9147 (FTS) 217-356-3785 (COMMERCIAL)

                                 INDIANA

Indiana is using only the Federal Prime and Unique classifications.  Surveys
are underway in several counties.  Contact the SCS State Office for assistance.

SCS Contact;

CLETUS J. GILLMAN
U.S.D.A., Soil Conservation Service
ATKINSON SQUARE - WEST
SUITE 2200
5610 CRAWFORDSVILLE ROAD
INDIANAPOLIS, INDIANA  46224

331-6515 (FTS) 317-269-6515 (COMMERCIAL)

                                MICHIGAN

Michigan is also studying non-agricultural lands.  Work has begun on eight
counties.  A statewide map will be available based on past surveys.  Contact
the local (county) Soil Conservation Service office or the State office for
more information.

SCS Contact

ARTHUR H. CRATTY
U.S.D.A., Soil Conservation Service
1405 HARRISON ROAD
EAST LANSING, MICHIGAN  48823

374-4242 (FTS) 517-372-1910 ext. 242 (COMMERCIAL)
                                   E-l

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                                    MINNESOTA
    Federal definitions for "prime", "good", "unique" and other lands are being
    used; the additional categories of "marginal" and "sub-marginal" are under
    consideration.  Ten counties in the southeast part of the State are
    being worked on; five additional counties are proceeding on a trial basis.
    Contact the State Soil Conservation Service Office for assistance.

    SCS Contact;

    HARRY M. MAJOR
    U.S.D.A., Soil Conservation Service
    200 FEDERAL BUILDING AND U.S. COURTHOUSE
    316 NORTH ROBERT STREET
    ST. PAUL, MINNESOTA  55101

    (612) 725-7675  (FTS and COMMERCIAL)

                                      OHIO

    Additional local categories are under consideration.  Six counties are
    being studied this year.  The focus is on those with rapidly expanding
    populations, including Clermont, Montgomery, Lucas, and Delaware.  Contact
    the State Soil Conservation Service Office for information.

    SCS Contact;

    ROBERT E. QUILLIAM
    U.S.D.A., Soil Conservation Service
    311 OLD FEDERAL BUILDING
    3rd and STATE STREETS
    COLUMBUS, OHIO  43215

    943-6785  (FTS) 614-469-8765 (COMMERCIAL)

                                    WISCONSIN

    Forage lands, important to Wisconsin's dairy  industry, will be  added to
    the Federal categories.  Survey work  is beginning.  Contact the local
    Soil Conservation Service Office which is usually located at  the  county
    seat, for additional information.

    SCS Contact;

    JEROME C. HTTRY
    U.S.D.A., Soil Conservation Service
    4601 Hammersley Road
    P.O. BOX  4248
    MADISON,  WISCONSIN  53711

    364-5351  (FTS) 608-252-5351  (COMMERCIAL)
                                        E-2

U.S. GOVERNMENT PRINTING OFFICE: 1977—752-110

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