905R78116
5517
                                                                     JUL Io 1978
                              ENVIRONMENTAL  PROTECTION AGENCY
                                                                     LIBRARY, REGION V

                            IMPROVING ENVTRCNMENTAL REGULATIONS
        r.ction:   Request  for  public comments.

        Su.~T7.ary:   The Environmental Protection Agency (EPA)  seeks comments on its

        plan to  implement Executive Order  12044,  Improving Government Regulations.

        The plan  includes procedures to improve management oversight in the develop-

        ment of  regulations,  to involve the public and other governmental organi-

        sations  in evaluating regulatory proposals,  to analyze the effects of

        r.-2,; and  existing  regulations, and  to avoid unnecessary regulatory burdens

        on the public. A draft of this plan appeared in the Federal Register on

        ::ay 31,  1978 (Vol. 43, p? 23679-23637).

        Address;   Send comments to:

                    Lawrence E. McCray
                    Standards and Regulations Evaluation Division  (PM-223)
                    EPA
                    Washington, B.C.   20460                 • '

        Date:  Send comments by (sixty days after publication).

        Public Meetings:   EPA will hold public meetings to discuss its plan in

        Kansas City, San Francisco, and Washington, D.C., in August.  Contact

        Lawrence McCray for further information on these meetings.
        June 26, 1978
                                          Administrator
                                                       c,

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 Organization of this Report;                                                      ^
                                  1                                               »  -


              Preface



              A.  Agency Administrator's Oversight



              B.  External Participation



              C.  Analysis



              D.  Reporting Burdens Reduction



              Appendices







                                PREFACE





      EPA is now using an efficient system for drafting  and reviewing



 regulations, parts of which have served as models for the  President's Order.



 This report presents ways in which we propose to update and modify that



 system to comply with the Order.  EPA's internal and  external review pro-



 cedures will ensure that new EPA regulations meet the Order's standards



 for quality of analysis of regulatory impacts, openness to participation by



 outside parties, and avoidance of undue regulatory  burdens.



      Part of this report describes EPA's internal procedures for writing



 regulations.  Key features are the priority classification for all EPA regu-



 lations and the use of management controls that systematically focus attention



 on the most important regulations.  Part B describes  how EPA will involve



 interested citizens and outside groups  (both private  and public organizations



 and local, State and Federal agencies)  in developing  regulations, and



 announces EPA's plan to formulate a new Agency-wide policy for external



 participation in regulation development.  Part C  sets out  guidelines for



 economic analysis of regulations in each of three priority classes.  It also
                                     - 2 -

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proposes a one-year project to screen all existing EPA regulations  to
identify those that require revision to reduce unnecessary burden and
improve effectiveness.  Part D describes how EPA will avoid unnecessary
paperwork burdens on the public in the reporting and record-keeping re-
quirements of new and existing regulations.
     The parts of this report describing EPA's mechanisms for public
participation are printed in italics.
     EPA has scheduled three public meetings on this report.  We  will
assess the results of these meetings and other comments submitted in the
next sixty days and prepare a final report for approval by the Office of
Management and Budget.  We will adopt a revised EPA Manual for our  regula-
tion development process that incorporates all changes and implements our
response to the Order.
     The process proposed in this report meets all requirements of  the
Order.  Table 1 lists sections of the OEder and shows where to find a
description of our plan to implement it.  As indicated in its Section 7,
failure to comply with the terms of the Order does not provide new
grounds for judicial review of EPA regulations.  Procedures described in
this report will not apply when they conflict with statutory requirements.
                                    - 3 -

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      Relationship of Ihis Report to Executive Order Requirements
Executive Order Section
Corresponding
Section(s) of Ihis Report
$2 Reform of the Process

   (a)  Semiannual Agenda
   (b)  Agency Head Oversight
   (c)  Public Participation
   (d)  Approval of Significant
        Regulations
        (1)  Necessity of the
             Regulation
        (2)  Consideration of Impacts

        (3)  Evaluation of Alternatives

        (4)  Response to Public Comment

        (5)  Use of Plain English
        (6)  Reporting Burden Assess-
             ment

        (7)  Name of Responsible
             Official

        (8)  Evaluation Plan
   (e)  Criteria for Significant Regs
B(2)  Agency Participation Policy
A(2)  Development Plan
B(2)  Agency Participation Policy
A(2)  Development Plan:  A(3) Decision
      Package
A(3)  Decision Package;
      c(l) Analysis of New Regulations
A(3)  Decision Package;
      c(l) Analysis of New Regulations
A(3)  Decision Package;
      B(2) Agency Participation Policy
A(3)  Decision Package;
      A(4) Internal Review; B(2) Agency
      Participation Policy
      Decision Package;
      D Reducing Burdens on the Public
A(3}'


A(3)


A(3)


A(l)  Initiation of Work; Chart 1
      Decision Package;
      B(2) Agency Participation Policy

      Decision Package;
      C(2) Review of Existing Regulations
§3 Regulatory Analysis

   (a)  Criteria

   (b)  Procedures
C(l)  Analysis of New Regulations;
      Chart 4
C(l)  Analysis of New Regulations
54 Review of Existing Regs

   (a)  Selection Criteria
   (b)  List of Possible Candidates
C(2)  Review of Existing Regulations
C(2)  Review of Existing Regulations
                                    - 3A -

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Part A:  Agency Administrator's Oversight
     This part describes how EPA will strengthen top management oversight
for the development of new regulations.  It emphasizes EPA's internal pro-
cesses and only touches on (see italicized parts) the way the Agency win
involve outside parties in its decisions.  Part B is entirely devoted to
external participation in EPA regulation development.
     In outlining the steps for EPA's process the following definitions
may be useful:
     — Lead Office;  The Assistant Administrator for the relevant
        program (the Office of Air and Waste Management, the Office
        of Enforcement, the Office of Toxic Substances, or the
                                              .•
        Office of Water and Hazardous Materials) has the lead
        responsibility for initiating and writing most of the new
        regulations.
     — Work Group:  This is a group of specialists drawn from various
        offices within EPA to advise and assist the lead office  in
        preparing each important regulation and its support materials.

     — Steering Committee:  This is a continuing group representing   -
        the six Assistant Administrators and Office Directors on  the
        Administrator's staff.  It oversees the mechanics of the
        process and conducts the first internal review of materials
        prepared by the lead office.
                                - 4 -

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     — Red Border Review;  This is an internal review by all Assistant
        Administrators and chief Staff Office Directors.  The heads of EPA's
        ten regional offices (Regional Administrators) will also have an
        opportunity to submit comments.   A full review takes three weeks.

     — Senior Management:  This group includes the Administrator, Deputy
        Administrator, Assistant Administrators, Regional Administrators,
        the General Counsel, and Staff Office Directors.

     — The Administrator;  As Agency head, the Administrator provides
        the final level of internal review.

     — Interagency Regulatory Liaison Group (IRLG):  This group includes
        EPA, the Consumer Product Safety Comnission, the Food and Drug Adminis-
        tration, and the Occupational Safety and Health Administration.
     EPA produces regulations in a four stage process:  (1) starting work on
a regulation, (2) preparation of a development plan, (3) preparation of a
decision package, and (4) conducting a three-part internal review prior to
publication.  Each regulation (except for special cases like interim-final
regulations) goes through the third and fourth stages twice, first as a
proposal and again in final form.  (See Figure 1.)  The stages of
regulation drafting are explained in detail below.
     EPA plans to update this process in response to the President's
Executive Order according to two general principles.  First, the system will
establish priorities for all EPA regulations and the Agency will use manage-
ment controls that reflect those priorities.  Priorities and different
                                     - 5 -

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* degrees  of  attention  are  essential  at EPA because of the large volume
  of regulations.  More than 400 regulations are already in one stage or
  another  of  the drafting process.
       EPA plans to  use the label "Significant"  (as recommended in the
  Executive Order) for  its  roost important regulations.  Those regulations
  will  be  subject to the formal EPA procedures outlined in this report.
  EPA will clssify all  other regulations as "Minor".
       Significant regulations  will be further subdivided as "Routine" and
  "Major". Routine  regulations will  include most of the Significant actions
  in the drafting process.   Major will mean those Significant regulations
  (from 40 to 60 per year)  receiving  special attention from senior management,
  allowing EPA and the  public to focus their attention on the most important
  policy areas.
       The criteria  we  will use in classifying regulations' appear in Charts
  1  and 2. Figure 2 shows  how  the classes are related.
       Some of EPA's Major  regulations will require Regulatory Analyses as
  specified in Section  3 of the Executive Order.  This requirement will be
  the only factor distinguishing these regulations from other Major regula-
  tions for purposes of management oversight.
       The second general principle of the internal process is extensive *
  and continuous participation  by various EPA offices.  Participatory
  decision-making will  continue to be important  at EPA because systematic
  review by other offices provides several types of valuable input.
  Scientists  and economists will check data and  analyses; lawyers will
                                  -  6  -

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                                  CHART 1

                CRITERIA FOR AND SIGNIFICANT REGULATIONS

     EPA will classify as Minor all regulations which meet the criteria
below.  All others will be classified as Significant,  Significant
regulations will follow the uniform development process; minor
regulations will not.

1.  Regulations that are administrative or procedural in nature and do  not
    .alter the stringency/ burden of compliance, or the environmental  (health)
    benefits of the regulation.

2.  Minor amendments to existing regulations when the amendment does  not
    affect the stringency, burden of compliance, or the environmental (health)
    benefits of the regulation.
                                                                      *
3.  Approval or disapproval of revisions to State Implementation Plans  under
    the Clean Air Act.*  Although the approval of a SIP with national policy
    implications is not subject to full regulation development procedures,
    additional EPA review is required.  All SIP revisions are subject to
    separate EPA review procedures that require public participation.

4.  Water Quality Standards set by States.*  These standards are subject  to
    separate EPA review procedures that include public participation.

5.  Pesticide tolerances and regulations to exempt pesticides from the  pro-
    visions of the pesticide statute (FIFRA) under its section 25(b)  because
    of a determination that:  (a) the pesticide is adequately regulated by
    another agency, or (b) it is of a character which need not be  subject to
    FIFRA in order to carry out the purposes of FIFRA.*  [Note:  Many iinpor-
    tant decisions in EPA's pesticide program do not take the form of regula-
    tions and are not therefore subject to this report.  These include  pesti-
    cide registrations, cancellations, suspensions, "rebuttable presumptions
    against registration", experimental use permits and emergency  exemptions.
    These actions follow separate requirements for for public notification
    and comment.]

6.  Actions delegating or transfering authority from the Administrator  to other
    levels of government, approvals of permits or plans, and actions  involving
    an individual State (unless such actions impose through regulation  economic
    impacts meeting the criteria listed in Chart 4).
                                                                        *
7.  Regulatory actions resulting from direct Congressional mandates that  are
    not subject to interpretation.

8.  Regulations classified as Minor by a lead office Assistant Administrator
    in the Notification Form.  Any senior manager may request a change  in the
    classification.
*  These Minor actions do not require the notification forms described  in
Part A(l).  EPA will publish regular listings of Minor actions taken  in these
three categories.

                                    - 6A -

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                                   CHART 2

                       CRITERIA FOR MAJOR REGULATIONS
        For internal management purposes EPA will divide all Significant
.. regulations into two classes, Major and Routine.  Both types will follow
  the uniform regulation development process.  However, Major regulations
  will receive special attention from senior Agency management.  We may
  classify a regulation as Major if it is likely to:

        1.  Address a major health or ecological problem.

        2.  Result in a major health, ecological, or economic impact.
                                                   *
        3.  Cause substantial urban impact, including constraints on
            transportation mobility.

        4.  Initiate a substantial regulatory program or change in policy.

        5.  Cause a substantial impact on another EPA program or another
            federal agency program.

        6.  Cause a substantial change on a national scale in the scope of
            State-administered environmental programs or in the relationship
            between EPA and States or localities.

        7.  Cause a disproportionate impact on a particular region of the
            United States.

        8.  Implement a regulatory program central to the basic purpose of
            the statute under which it is adooted.
                                   - 6B -

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EPA
    - 6C -

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check procedures and clarity; and managers will  know how proposed regulations
might affect their programs.  This process starts when  the lead office invites
Assistant Administrators, Regional Offices, and  Staff Offices to send representa-
tives to a work group to participate in writing  any  Significant regulation.
The" lead office seeks to identify and resolve issues at each  stage,  in work
groups, Steering Conmittee review, and senior management review.  The lead
office retains primary responsibility for new regulations,  and when  consen-
sus is not reached at a particular level, the disagreement is spelled out and
the matter is taken to a higher level for review.  When consensus is reached
on major issues at lower management levels, the  lead office will identify for
senior management the nature of the issue and the consensus opinion  that has
been reached.  As a result, final decisions will remain with  publicly responsible.
appointed officials at the top of the Agency.  For individual regulations the
lead office may withdraw a regulation from parts of  the formal process,  or use
some modification of the process, as long as it justifies the need and meets
other requirements of law and the Executive Order.   Before  making such changes,
the lead office Assistant Administrator will notify  the other Assistant  Admin-
istrators, General Counsel, and Office Directors and consult  with them if re-
guested.  The Administrator may resolve any differences of  opinion.
     The four stages of regulation writing and review are as  follows:
     Stage 1;  Starting Work on a Regulation
     When the Assistant Administrator for a lead office determines that  he is
required by law or otherwise decides to start work on a new regulation,  he%will
send a notification form to senior management.  This brief  standard  form re-
quires no analysis.
     The notification form will tell interested persons that  a regulation

                                   - 7 -

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is contemplated and allow them to plan accordingly.
     Hie notification form classifies the new regulation as Minor  or  Signi-
ficant (based on criteria in Chart 1).  At the request of another  office  the
Administrator may reclassify a Minor regulation as Significant.  Submitting
this form will place Significant regulations on EPA's Regulatory Agenda,
which is printed semi-annually in the Federal Register and  distributed to
the public.
     Note:  Minor regulations are not subject to the requirements  described
below for a development plan and a decision package.  Minor regulations do  not
pass through Steering Committee review.  When published in the Federal Register,
these regulations will carry a disclaimer that they do not meet criteria
for Significant EPA regulations.
     Notification forms will invite interested offices to assign appropriate
personnel as work group members.  (See Chart 3 for a list of EPA offices  with
formal responsibilities for regulation development.  These offices will
receive a Notification Form.)
     The notification forms will set a date for submitting a development  plan
for Significant regulations to the Steering Committee.
     Actions initiated outside EPA, which include but are not limited to  re-
visions in State Implementation Plans, State water quality designations,
some pesticide actions, delegations of authority by the Administrator to  other
levels of government, permit approvals, and plan approvals will not require
a notification form.
     Stage 2;  Preparation of a Development Plan
     The Assistant Administrator for the lead office (or someone,  such as a
Deputy Assistant Administrator, to whom such authority is delegated) appoints
a chairperson for the work group assigned to work on specific Significant

                                  - 8 -

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                                CHART 3


                       WORK GROOP REPRESENTATION


EPA Regional Offices   (coordinated through the Office of Regional and
                        Intergovernmental Operations)

Office of Air and Waste Management

Office of Enforcement

Office of General Counsel

Office of Legislation

Office of Planning and Management

Office of Research and Development

Office of Toxic Substances

Office of Water and Hazardous Materials
The.Office of International Activities, Office of Civil Rights, Office of
Federal Activities, Office of Land Use Coordination, and Office of Public
Awareness will serve on appropriate work groups.
                                 - 8A -

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 'regulations.   In the event that special expertise exists in a Regional Office,
  the lead office Assistant Administrator should consider asking the Regional
• Administrator  to concur  in the appointment of an expert in the Regional
  Office to serve as chairperson.  The lead office puts together a development
  plan with the  advice and assistance of the work group.  An early step in
  this process is deciding whether the Significant regulation falls into
  the Routine or Major class (see Chart 2 for criteria).
       Development plans for Routine regulations must be approved by the
  lead office and reviewed by the Steering Committee before significant work
  or  outside contacts can  begin.  These development plans are sent to senior
  management for their information.
       Development plans for Major regulations are reviewed by the lead
  office and the Steering  Committee but must be approved by the Assistant
  Administrators and Administrator before significant work or outside contacts
  can begin.
       The format for the  development plan will vary according to the type
  of  regulation  and will include a discussion of the following items when
  they are applicable.
       o  Priority Classification:  This notes whether the Significant
          regulation is Routine or Major according to EPA criteria (Chart 2).
       o  Purpose:   This is a brief description of the possible need to
          regulate and the consequences of no regulation.
       o  Alternatives:  This is a summary of the major options available
          under  the authorizing statute that will be evaluated, including
          a discussion of  whether alternatives or supplements to direct regu-
          lation (such as  economic incentives) are feasible (see the dis-
          cussion of Alternatives in Part C).
                                     _ 9 -

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o  Issues:  This is a list of issues to be resolved  including


   effects on other EPA, Federal and State programs,  and  analyses


   of environmental, economic, energy, urban, and community  impacts.


p  Schedule:  This is a timetable with target dates  for:   identifying


   and notifying interested outside parties, completion of the initial


   draft, internal and external review of drafts, awarding and comple-


   ting contracts, any required progress reports, Steering Committee


   review, publication of the proposed regulations,  end of the public


   comment period, and promulgation of the final regulation.


o  Exclusions:  This is a list of any normally required materials


   that the work group expects to omit from the decision  package,


   with a brief explanation.


o  External Participation:  This is a plan to involve those parties


   outside the Agency in the regulation development process.   It  indi-


   cates how persons interested in an affected by the regulation  will


   be identified, notified, and brought into discussions.  It notes any


   interest by other Interagency Regulatory Liaison Group members or


   other Federal agencies and lists contact persons.  It  lists actions


   planned for coordination with State and local governments.


o  Public Notice;  This is the text of a Federal Register  notice
                                                                  f

   (usually an Advance Notice of Proposed Rulemakinq) that asks for


   public comment and any information that is needed.


o  Internal Participation:  This is a list of offices within  EPA  whose


   expertise and assistance will be needed, and a plan for coordination


   with EPA Regional Offices.



                            - 10 -

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     o  Regulatory Analysis:  This reports on the need for a Regulatory
        Analysis (criteria in Chart 4).  This section will identify  the
        alternatives to be evaluated in the Regulatory Analysis and  the
        major costs and (where feasible) benefits to be analyzed.  The
        Administrator may require a Regulatory Analysis even if the
        quantitative criteria are not met.
     o  Resources:  This is an estimate of EPA-money and personnel needed
        to produce the regulation, with a specific estimate of resources
        coming from EPA offices in addition to the lead office.
     o  EIS:  This states whether Agency policy calls for an Environmental
        Impact Statement.
     Stage 3:  Preparation of a Decision Package
     After the development plan is completed, the lead office with the advice
and assistance of the work group begins analyzing alternatives, writing the
regulation, and collecting support materials.  These make up the decision
package.
     Menbers of the work group may, in some cases, write portions of the
document.  They review drafts as they are prepared and keep in close touch
with their offices' senior management and Steering Committee representatives.
     The chairperson has overall responsibility for regulation drafting and
is accountable to lead office superiors (Division Director, Deputy Assistant
Administrator, and Assistant Administrator), who provide guidance on the
substance, procedures, and policy of the regulation.
     The chairperson is responsible for resolving any issues or problems
that may arise during the drafting process.  This may be done through pro-

                                 - 11 -

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  gress reports  to senior management or by consultation with lead office
• superiors and  other  appropriate EPA managers.   For Major regulations the
  lead office  has  an affirmative duty to keep EPA senior management
  periodically informed  of  issues which the work group has under considera-
  tion and  to  seek their policy guidance.
       The  Lead  Office will actively seek  the views of outside groups and
  consult with them prior to formal  publication  of proposed and final regu-
  lations.   These  groups include those  persons directly affected by the regu-
  lation, environmental  and consumer groups, industry representatives,, other
  Federal agencies and State and local   governments. This last group, State
  and  local governments, will often  have a major role in the process because
  they implement and enforce many EPA  regulations and have special knowledge
  of local  conditions  and available  program resources.  Whenever possible, the
  lead office  will provide  an opportunity  (and adequate time)  for the outside
  parties to review draft regulations and  support documents, including the
  Regulatory Analysis  when  one is required.
       The  decision package will contain the following items:
       o Action Memorandum;   This is a brief summary of the regulation,
         including alternatives'considered,  environmental, economic,  and
         resource impacts,  unresolved  issues and recommended action.  The
         The  alternatives  should include  the realistic options that the -
         lead office  and work group have  considered seriously.  Where
         feasible a summary of the  incremental  environmental  and economic
         effects  should accompany the  analysis  of each alternative.
       o Federal  Register  Documents;   This will include a preamble
         written  in plain  English that describes the facts and
                                  - 12 -

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   rationale for the decision to regulate and how the regulation  fits



   into the larger regulatory program.  The regulation  itself will  be



   written in a manner clearly understandable to those  it affects,



   and will comply with the Federal Register Document Drafting Handbook.



   The name and address of an EPA contact will be included.



°  Analyses;  These are support documents that lay out  the major  issues



   and show how alternatives were analyzed.  The analyses will identi-



   fy and quantify (where possible) the regulation's environmental



   effects, economic (including incremental) impacts, energy impacts,



   technical feasibility, anticipated barriers to implementation,



   alternatives and supplements to direct regulation, and, for Major


   regulations, urban and community impacts.  The analyses will show
                                         ,-


   why the recommended option is the least burdensome of the accept-



   able alternatives and how unnecessary duplication with other EPA



   or Federal programs has been avoided.  The Regulatory Analysis,



   when one is required, will summarize the results of  several of these



   analyses.  The support documents will be available to the public.


o  EIS;  An Environmental Impact Statement will be written when



   necessary to comply with Agency policy.



o  Resource Requirements Summary;  This is a summary of money and *



   personnel that EPA, State, and local governments will need to  imple-



   ment the regulation.  (Affected officials will have  an opportunity



   review a draft of this assessment.)  Where possible  this will  in-



   clude (or refer to) portions of Agency program guidance and zero
                            - 13 -

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        based budgeting documents that show necessary adjustments  in EPA
        resources.
     o  Reporting Impacts Statement;  This will detail the impacts of re-
        porting and record-keeping on those subject to the regulation,  in-
        cluding manpower projections and required expertise.  New  EPA re-
        porting and record-keeping requirements will have expiration
        schedules.  (See Part D.)
     o  Public Participation Summary:  This is a summary of comments,
        including comments from other Federal agencies and.State and local
        governments received during the process and the Agency's response
        to each major issue the comments addressed.
     o  Evaluation Plan:  This is a plan and schedule for subsequent evalua-
        tion of the effects of the regulation.   (See Section C.2.)
     Stage 4;  Conducting Internal Reviews
     After the lead office Assistant Administrator approves the decision
package, he or she will submit it for prepublication review.  This process
has three parts:  Steering Committee review, Red Border review and final re-
view by the Administrator.
     The Steering Committee will review all Significant regulations to help
resolve any issues on which the work group does not reach consensus and  to
make sure the decision package meets standards of completeness, quality^
and comprehensibility.  When the Steering Committee resolves a major issue
it will identify for senior management the nature of the issue and the  re-
solution reached.  The Steering Committee will make sure all components  of
the decision package are prepared and that material to be published is
clear and understandable.  It is the Steering Committee's responsibility

                                    - 14 -

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to see that the regulation meets the eight specific  requirements set forth
in Section 2(d) of the Executive Order.
     For Routine regulations, EPA's senior management  will rely on the
Steering Committee to see that decision packages are in order.   They will
be notified when the Steering Committee "reviews Routine regulations.  Un-
less a senior manager requests a full Red Border review period, any Routine
decision package that has received consensus approval  from the  Steering
Committee will be scheduled for a ten calendar day Red Border review.  At
the end of the tenth day it will go to the Administrator for  signature.
If the Steering Committee does not reach a consensus the package will enter
full Red Border review.  In all cases a copy of the  decision  package (and the
Steering Committee's summary review) will be sent to senior managers for
their information.
     The EPA senior management will review during the  Red Border process all
Major regulations regardless of concurrence at lower levels.  For Major regu-
lations, the Steering Committee will check the completeness of  decision pack-
ages and make sure any unresolved issues are clearly and fairly presented to
senior management.
     Red Border review of Major regulations should not exceed three weeks.
The lead office Assistant Administrator may request  a  shorter review period.
Hie lead office will report to the senior management on how formal objec-
tions or comments by individual Assistant Administrators have been resolved.
     When all top-level reviews are complete or the  review time has lapsed,
the regulation goes to the Administrator.  When he has signed it, it will be
published in the Federal Register.
                               - 15 -

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• Part B.  External Participation                   '[Entire Part in Italics]
  1.  Overview
       Traditionally, EPA has placed a high priority on public participation
  in its decision-making processes.  EPA managers realize that when knowledge-
  able and interested outside parties participate in Agency work, the result  is
  more effective regulation.
      . EPA's current regulatory practices seek to give the public "an early
  and meaningful opportunity to participate" as called for in the President's
  Executive Order.  EPA practice already includes the specific suggestions
  in the Order. These include: regular Federal Register publication of
  Regulatory Agendas, routine use of Advance Notices of Proposed Rulemaking;
  public participation plans for each regulation,, 60-day public comment
  periods, frequent public meetings and hearings, and internal safeguards
  that public responses have been carefully considered in the development of
  each regulation.
       EPA intends to write a comprehensive policy for public participation
  in regulation development.  We have three primary goals.  First, EPA will
  identify and notify the range of people and organizations who can contribute
  to regulations, including:  private citizens; consumer, environmental and
  minority associations; trade, industrial and labor organizations; public
  health, scientific and technical societies; and local, State and Federal
  officials.  Second, EPA will encourage their involvement by removing,
  where possible, the obstacles to participation, such as lack of resources
  or time and unfamiliarity with technical issues or EPA statutes.  Finally,
  EPA will show how all the major points raised by the public have been

                                   - 16 -

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carefully considered in making policy decisions.
     EPA has four major projects already underway: a high  level task force;
a reorientation of our public affairs office; an extensive revision to the
regulations covering our public participation programs  in  the water office;
and a pilot project under the new toxic substances law. The results from
each of these will be used in developing the Agency-wide policy on public
participation.
     (a)  Administrator's Special Assistant and Task Force:   EPA Admini-
strator Costle has appointed a new Special Assistant to the Administrator
for Public Participation who chairs an Internal Task Force.   This  group
will work with public representatives to evaluate current  public partici-
pation programs, develop new ways for the public (including  grass-roots
organizations) to take part in decisions, and investigate  the use  of staff
training systems.
     (b)  Office of Public Awareness;  This office, formerly the Office of
Public Affairs, has been reoriented toward public participation.   It is
preparing Public Awareness Plans to cover the next two years.   These plans
call for producing informational materials on all the laws EPA now administers,
as well as new ways to help the public take part in hearings and meetings
around the country.
     (c)  Water and Solid Waste Program Review;  Since late  1977,  a work
group led by the Office of Water and Hazardous Materials has been  reviewing
public participation requirements in the water quality, drinking water,  and
solid waste programs.  The work group developed preliminary  proposals for
overall public participation requirements in water and solid waste programs

                                 - 17 -

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and specific requirements for the construction grants program.   These preli-

minary proposals were widely circulated for public comment and  were the subject

of two public meetings in Washington, D. C.  We plan to publish the proposed

regulations in the Federal Register in June or July.

     (d)  Pilot Project in Reimbursing Participants:  This project to help

reimburse the expenses for certain participants in the toxic  substances rule-

making process was announced late last year.  EPA has issued  regulations on

phasing out polychlorinated biphenyls (PCB's) under the Toxic Substances

Control Act, and people may apply for reimbursement of their  reasonable ex-

penses for taking part in the hearings.  EPA will reimburse people who can

"substantially contribute to a fair determination of the  issues,"  whose eco-

nomic stake in the issue is small, and who do not have sufficient  resources

to participate.  The Agency will use the results of this  pilot  test to guide

the expansion of the concept to other programs.


 2-  Agency Participation Policy

     In accordance with the Executive Order, EPA plans to set up a standard

policy for public participation in the regulation writing process.   There

will be variations as required by individual programs and statutes, but the

basic ground rules will be the same for all Agency programs.  We plan to work
                                                                         *
with interested groups and members of the public in formulating this policy.

     Although it is too early to anticipate the details of the  policy, the

following elements are expected to be part of it.

     The Administrator will continue to approve Regulatory Agendas and see

that they are published twice a year (the most recent appeared  on  April 6 in
                                   - 18 -

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  the Federal Register).  Each Regulatory Agenda will list the title and



• status of all Significant regulations, cite the appropriate statutory au-

                                                   •

  thority, say whether a Regulatory Analysis is required; and give the name



  and telephone number of a person to contact at EPA.  The Agenda will show



  the status of regulations removed from the list since the last Agenda pub-



  lication.  It will indicate existing regulations picked for review (see



  Section C.2) and reporting requirenents that will reach their sunset date



  (see Section D).  EPA will continue to supplement Federal Register publica-



  tion of this Agenda with direct distribution to interested parties.



       For specific regulations, EPA work groups will:



       (1)  Draw up a plan for external participation as part of the develop-



  ment plan that shows how interested parties will be identified and notified.



       (2)  Consult with State and local governments, individually and through



  major national organizations of State and local officials and associations



  of environmental policy officials.  Sunmaries of this consultation will



  accompany publication of regulations having major intergovernmental importance.
                            •


       (3)  Prepare the text of a Federal Register notice (usually an Advance



  Notice of Proposed Rulemaking) to inform the public at the development plan



  stage that work is under way.



       (4)  Schedule open conferences, hearings, meetings, and direct mail-
                                                                           »


  ings, and keep a mailing list of those interested in receiving draft regu-



  lations and other materials.



       (5)  Make available a draft of the Regulatory Analysis (when one is



  required) by the time we publish a Notice of Proposed Rulemaking.  The



  Federal Register preamble will have a summary of the Regulatory Analysis
                                   - 19 -

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and information on how the public can obtain it.   (Note:   EPA will make
public a final Regulatory Analysis when it publishes  the  final rule.)
    (6)  Provide at least 60 days for public comment, measured from the date
the proposal is published/ and refrain from requiring commenters to supply
multiple copies of their comments.  In any instance in which  a 60-day  comment
period is not possible the proposal will contain a brief  statement of  the
reasons for the shorter time period.
     (7)  Summarize outside comments, indicate EPA's  response to major points
and distribute both to interested individuals and groups.   (We currently
summarize comments and our responses in preambles to  our  regulations).
     (8)  Write the regulation and explanatory materials  clearly.  To  help
lead offices write regulations that people can understand,  EPA will develop
a style book for regulation writers, select one or more regulations and
develop them as models of good writing, and hire an editor  to assist in the
review of regulations before they are published.
     (9)  Track any Agency overlap or joint interest  with other members of the
    «
Inter agency Regulatory Liaison Group.  The preamble for regulations of interest
to other IKLG members will describe coordination efforts  and  how they  have
affected the substance and procedure of the regulation.
     (10)  Communicate with other Federal agencies affected by a planned regu-
                                                                         *
latory action.  EPA's lead office is encouraged to contact  another Federal
agency when the other agency (a) has a statutory mandate  in the area to be re-
gulated, (b) has a program established or authorized  in the area to be regu-
lated, (c) will require additional resources because  of the EPA action, or (d)
has important expertise relevant to the matter to be  regulated.   (Note:  Where
possible, these interagency issues will be resolved at the  staff level.)

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PART C. ANALYSIS
      The Executive Order calls for careful analysis of available
regulatory alternatives.  In this Part we propose criteria  and procedures
for EPA analysis of (1) the economic effects of new Significant  regulations
and "(2) regulations the Agency has already issued.
(1)  Economic Analysis for New Significant Regulations
     Other parts of this report (see Part A) describe the range  of analy-
ses that EPA will provide for all Significant regulations;  EPA will assess
the health, ecological, economic, urban, energy, and program resource  im-
pacts.  This subpart provides further detail on EPA's economic analysis
requirements.  In each economic analysis the lead office will indicate by
reference the parts of the decision package that analyze the benefits  the
regulation will generate.  This will provide to the extent  possible a  full
identification of the regulation's costs and benefits.
     The extent of analysis of the economic impact of new Significant  regu-
lations will depend on whether the regulation is Routine, Major, or subject'
to the "Regulatory Analysis" requirements of the Executive  Order.  Guide-
lines based on our current internal requirements are presented for each of
these categories.  The guidelines in subpart (a) apply to those Major  regu-
lations that meet the criteria (Chart 4) that trigger a Regulatory Analysis.
Not all regulations requiring a Regulatory Analysis will lend themselves to
the analytic approach in the guidelines.  In these cases, the lead office
with the advice and assistance of the work group may amend  the approach to
suit the circumstances.  For other Major regulations a less intensive
analysis is sufficient, as described in subpart (b).  For Routine regula-
tions the basic guidelines in subpart(c) apply.

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                                       CHART 4
    •

                     CRITERIA FOR CONDUCTING REGULATORY ANALYSES


      The lead office will  prepare a Regulatory Analysis of potential economic

      impacts for  any regulation that triggers one of the following criteria:

          1.   Additional  annualized costs of compliance, including capital

              charges (interest and depreciation), will total $100 million

              (i)  within  any one of the first five years of implementation,  or

              (ii),  if applicable, within any calendar year up to the date by

              which  the law requires attainment of the relevant pollution stan-

              dard.

          2.   Total  additional cost of production  of  any major industry product

              or service  will exceed 5 percent of  the selling price of the product.

          3.   Net  national  energy consumption will increase by the equivalent of

              25,000 barrels of oil per day  (equal to 50 quadrillion Btu per year,

              or 5 billion  kilowatt hours per year).

\         4.   Additional  annual demand will  increase  or annual supply will decrease

              by more than  3 percent for any of the following materials by the

              attainment  date,  if applicable,  or within five years of implementation:

              plate  steel,  tubular steel, stainless steel,  scrap steel, aluminum,

              copper, manganese,  magnesium,  zinc,  ethylene,  ethylene glycol,  liqui-

              fied petroleum gases,  anroonia,  urea,  plastics,  synthetic rubber, or

              pulp.
                                      - 22A -

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                                                  '.jKuw    ^,^t "  jtSfcT         •  *./	A.
(a)  Guidelines for  Regulatory Analysis
         The lead office will base its Regulatory Analysis on the general approach
 •
    described below.   EPA now uses this approach to determine the costs of such
    regulations as  effluent guidelines and new source performance standards.  Some
    types of regulations may require a modified approach.  Sewage treatment plant
    regulations and some solid waste regulations that affect primarily other govern-
    ment agencies are examples that do not require industry segmentation as part
    of the analysis.   In these and other appropriate cases, the lead office may
    amend the approach as needed.
    General Approach
         1.  Prepare  an economic profile of the affected sectors (producers
             and/or consumers), including the industry structure (e.g., degree
             of concentration, the way prices are determined), the type of
             competition in the affected sectors, and performance trends
             (e.g., financial rates, growth trends) of the affected sectors.
         2.  Segment  the industry  (or other affected groups) into categories
             of economic units that will be similarly-impacted (e.g., accord-
             ing to size distribution, pollution control process, age).
         3.  Develop  marginal (incremental) cost effectiveness curves
             for each process/strategy for each affected industry segment.
         4.  Analyze  the economic  impact of proposed standards and of alter-
             natives  including any economic benefits from regulation such as
             the generation of new product markets and new employment oppor-
             tunities.  It may not be necessary to analyze all alternatives
             in the same level of  detail.  The following impacts will be
             analyzed when feasible:

                                     - 22 -

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        (a)  price effects
        (b)  production effects
        (c)  industry growth, profitability, capital availability  effects
        (d)  employment effects
        (e)  community effects
        (f)  balance of trade effects
        (g)  energy effects
For grant programs, some impact categories are not applicable, although  user
charges (as an analogue to price), effects on communities  (affordability,
employment, growth), and energy effects may be applicable.
     EPA has developed more detailed internal working guidance to  assist
program offices in conducting their economic analyses.  It is available  upon
request from Frans J. Kok, Director, Economic Analysis Division, EPA,
Washington, D. C.  20460.
Alternatives
     Although the decision package for a regulation will address alternatives
available under the authorizing statute, the lead office may during  its
analysis identify attractive regulatory alternatives that cannot be  imple-
mented under existing law.  EPA will review such alternatives and  where
appropriate develop the alternative in another forum.
                                                                        »
     The analysis should cover the important alternatives that EPA has con-
sidered.  Such alternatives may include:
      1.  Alternative types of regulations
          o  no additional regulatory action (e.g., reliance on market
             forces).

                                 - 23 -

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    o  an informational requirement where applicable (e.g., product
       labeling).
    o  approaches that specify performance levels (e.g., an allowable
    .  level of emissions) but allow those regulated to achieve
       attainment by whatever means they prefer.
    o  engineering design approaches that specify how a proposed
       outcome is to be achieved.
2.  Alternative stringency levels
    o  making the standard or regulation either more or less
       stringent.
    o  specifically tailoring the degree of stringency to stages
       of processing, particular industries or other pertinent groups.
3.  Alternative timing
    o  using different effective dates.
    o  phasing in the requirement more or less gradually.
4.  Alternative methods of ensuring compliance
    o  use of economic incentives.
    o  various enforcement options (e.g., on-site inspections vs.
       periodic reporting, sharing implementation responsibilities
       variously with the different levels of government).
    o  use of different compliance methods for different industry
       segments or types of economic activity where costs of
       compliance vary sharply (e.g., treating small firms and
       large firms differently).

                           - 24  -

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(b)  Other Major Regulations
     For Major regulations that do not require a Regulatory Analysis, the
lead-off ice will conduct an analysis for EPA purposes.   This will follow the
same general approach as outlined above, although it will  not have the same
level of detail as a fonnal Regulatory Analysis.
(c)  Routine Regulations
     EPA will continue to analyze all Routine regulations  for insights into
the potential effects on the economy and on those who are  subject to the
regulation.
     To minimize the burden on lead offices, this analysis will be less
sophisticated.  It will include the following estimates:
         o the number of establishments that will be affected
         o an estimate of the total costs that will be borne by each
           affected industry segment
         o an estimate of the price increases under an assumption that
           cost changes will be reflected in prices
         o an estimate of lost revenues for each segment if costs
           are not fully reflected in price changes
         o an estimate of job losses
         o an estimate of total energy losses for each affected industry
           segment
     This analysis will cover both the proposed regulation and, if
applicable, the alternatives considered; however some alternatives may be
analyzed in less detail.

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     Review of Existing Regulations
     Section 4 of the Executive Order calls for  the  review of existing
regulations.  To comply with Section 4, EPA must establish a set of criteria
that"will be used to select regulations for review and  identify a list of
possible regulations for review.  Section 2 of the Executive Order requires
that each new Significant regulation include a plan  for  its future evaluation,
     (a)  Selection Criteria and Process
          Many of EPA's most important regulations are already scheduled  for
review in response to statutory or judicial direction: .
          Air Program o Ambient Air Quality Standards (40CFR Part 50}
                      o New Source Performance Standards (40CFR Part 60)
                      o Approval of State Implementation Plans (40CFR
                                               /
                          Parts 51.7, 51.17)
          Water Program o Best Available Technology  for  Primary Industries
                        o Water Quality Management and Standards Regulations
                        o NPDES Permit Regulations
                        o Construction Grants Regulations
          These reviews will be- the first scheduled.  To make the review of
existing regulations a comprehensive program, EPA proposes  to screen all of
its existing regulations for the purpose of selecting regulations for more
detailed review.  The screening will occur during the first year  following
the adoption of this report.  The EPA program office responsible  for each
subchapter of Title 40 of the Code of Federal Regulations (which  contains
almost all of EPA's regulations) will form a work group  to  conduct the
screening.

                                  - 26 -

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      The lead office,  with the advice and assistance of the work group,

•will rely on currently available data in its initial screening.  The

 selection criteria are:

      o Estimated high  actual costs to the public of implementation and

        maintenance of  the regulation,

      o Estimated low actual benefits;

      o Existence of overlap with other regulations (issued by EPA or another

        agency);

      o Need for  integration with other programs

      o Existence of preferable alternatives;

      o Low degree of compliance;

      o Low enforceability;

      o High reporting  burden;

      o Lack of clear language;

      o Length of time  since the regulation become effective or was

        last substantively amended;*

      o Intensity of public sentiment in favor of changing the regulation;

      o Availability of adequate data for analysis of the effectiveness

        and cost  of the regulation.

      The lead office will summarize its assessment of each regulation and
                                                                         »
 designate appropriate  regulations for formal review.  It will prepare a plan

 to review all regulations selected within five years.


 * For example, EPA is  now writing regulations which may be adopted within the
 next year, including regulations to implement a hazardous waste control program,
 identify criteria for  acceptable landfills, "and set various new air quality and
 drinking water standards.  Such new regulations will not be subject to the
 screening or review requirements listed in this Part.  They are subject to sub-
 part (c) of this part  which asks that each new Significant regulations contain
 an "evaluation plan".

                                   - 27 -

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*     The review plan will include an estimate of the necessary dollar
 resources and identify data needed for the reviews.  Where there are in-
 sufficient data for  review, the plan will include provisions for obtaining
 it.  The lead office should make any request for additional or reprogrammed
'resources to carry out its review plan through the zero base budget process.
      The lead office will submit designated regulations and review plans
 to the Steering Committee for review and to senior management for approval.
    (b)  Nature of the Review
         Ctoce it has  selected a regulation for review, the lead office
 will conduct the review at the time scheduled in the five year plan with
 the advice and assistance of a work group.
         The review of existing regulations will .follow the procedures for
 the development of new regulations.  The review will not unnecessarily
 duplicate any analyses made when the regulation was first issued if the
 analyses are still valid and meet current quality standards.
    (c)  Development  of Evaluation Plans
         Section 2(d)(8)  of the Executive Order requires that each new Sign-
 ficant regulation have a plan for evaluation of its effectiveness.  In compli-
 ance with this requirement, the lead office for each Significant regulation
 will develop an evaluation plan.   Evaluation plans will indicate the resource
 needs, data requirements,  and a schedule for conducting the subsequent evalua-
 tion.  Evaluation plans are intended to improve the relevance and adequacy of
 of data collected over time to support the analysis of regulatory effectiveness,
                                 -  28 -

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D«  Feporting Burdens Reductions
*
     To carry out its statutory mandates, EPA must obtain  a  significant
amount of data from the public, industry/ and State and  local  governments.
We often request data on environmental (health) effects, economic parameters,
pollutant discharge and emission rates, and much more.   EPA's  permit and
grant programs also require submission of applications that  often contain
detailed requests for information.
     While this information remains essential, EPA is designing mechanisms
to minimize paperwork and reporting burdens wherever possible.  These
devices will comply with Section 3{d) of the Executive Order,  which  requires
an analysis of new reporting or record-keeping burdens before  Significant
new regulations are adopted; and with Section 4 which requires a review
of burdens imposed by existing regulations.
     First, EPA will establish a "sunset" policy on reporting  requirements
contained in new regulations.  This will terminate automatically those
reports that cannot be justified after a set period, usually five years.
If a lead office requests renewal of a reporting requirement,  EPA will
conduct an internal review of its costs and its benefits.  The reporting
requirement will not expire during the time it is under  review.  The review
process will include an early opportunity for public comment.  Only  after
this review, and upon order of the Administrator, will a reporting require-
ment continue beyond its sunset date.  (See the Appendix for details of this
policy.)
     Second, EPA will require a "reports impact analysis"  for all new
Significant regulations.  This analysis will be part of  the decision

                                 - 29 -

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package as it moves through the stages of regulation development described

in Part A.  The analysis will describe the reason for  the  reports,  evaluate

major alternatives (including the use of existing sources  of  information),

outline the information requested and the form of the  report,  and estimate

the costs for the Agency and for those reporting to collect, prepare and

use the data.  EPA will- consider public comments on the analysis prior  to

proposing the regulation.
                       t
     ghird, EPA will continue to include a request for public  comment on

reporting burdens in the Federal Register preambles or proposed  new regula-

tions .  In the past, EPA has sent these comments to the Office of Management

and Budget when seeking OMB clearance for the report.  The lead  office  and

work group will consider these comments in drafting the final  regulation.

     Fourth, as part of its review of existing regulations (according to

Part C.2 of this report) SPA will review the reporting and recordkeeping

requirements.  These reviews will _follow the public participation

measures used for new regulations.
                                 - 30 -

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                              APPENDIX

           PROPOSED SUNSET POLICY  FOR NEW REPORTING REQUIREMENTS

•

   I.  COVERAGE

      New regulations that impose  a  reporting  requirement will contain a

 provision for repeal of that  requirement  on  a  specific date unless action

 is taken by EPA to renew or modify it.

      We will establish a review process  to  place  a continuing burden of

 proving the report's desirability  on those advocating its retention.  The

 process will include participation by affected parties and the general

 public.

      Each lead office proposing a new  regulation  that will impose a

 reporting requirement must include a sunset  provision.  The lead office

 will  have three options:
                                                ,-
         1)  To set as a termination date the  semiannual sunset date (April

             1 or October 1)  that  falls within 5 years after reporting be-

             gins (e.g., a reporting requirement taking effect on January
                                                                           •
             1, 1979 would expire  not later  than October 1, 1983).

         2)  To set an earlier or  later sunset date, depending on such

             factors as the lifespan of the  program for which the infor-

             mation is being  sought; the  time  needed to evaluate the

             usefulness of the report;  and the burden that frequent

             changes in the reporting requirement  might impose.

         3)  To exempt the reporting requirement from the sunset

             process if the resources that would be needed for a sun-

             set review are greater  than  the burdens imposed by the

             report itself, or if  the report is required by statute.



                                 - 31 -

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  *II.   REVIEW


         The review process will  begin six  months before the scheduled sunset


  date.  At that  time, EPA will  publish  in its  Regulatory Agenda a list


  of  reporting requirements due  to expire  on the next semiannual sunset date.


  This notice  will invite public comment on the need to review, modify or

'??'>*>
•-"'terminate any of the requirements  scheduled to expire.  The EPA lead office


  administering the  requirement  and  any  outside party affected by the program


  may request  renewal for an  appropriate period.


         After  60  days, another public notice will list those reporting require-


  ments  for which renewal has been requested.  It will invite further public


  comment  to be included in a public.docket for each requirement.


         The lead  office that  administers the requirement will evaluate it,


  inviting other  interested EPA  offices  to participate on a work group.


  The evaluation  will resemble the reports impact analysis for new regulations,


  but will reflect the actual costs,  burdens, and usefulness of the reporting
                                                       •

  requirement.  The  program office and work group must either provide a justi-


  fication for  renewing the requirement  or recommend that it be modified or


  terminated.   EPA's Program  Reporting Division


  will review  the assessment  and make a  recommendation.
                                                                           »

         The Steering Committee will  review the  assessment along with public


  comment  and Agency responses to those  cotmients  and recomnend to the Admini-


  strator  that  he renew, modify,  or  terminate the reporting requirement.


  Upon his approval  the Administrator will sign an order implementing the


  decision.
                                   - 32 -

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       On the sunset date,  a Federal  Register  notice will list those regula-
•
 tlons repealed  and those renewed.  Reporting  requirements will not lapse

 while they are  under  review.   In the case of  a regulation for which modifi-

 cation is proposed EPA will retain it until the Agency completes procedures

 to implement the  modified regulation.
                                 - 33 -

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