X
              United States '
              Environmental Protection Air and Radiation  EPA/400/1 -91 /007.D
              Agency         (ANR-445)     April1991
 A EPA       Acid Rain Advisory
              Committee Meeting:
              February 20-22, 1991
              Permits and Technology
              Issue Papers
   g|               HEADQUARTERS LIBRARY
   ~~              , -ENVIRONMENTAL PROTECTION AGENCY
   -               WASHINGTON, D.C. 20460 -
    a
    CD

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                              INDEX

           Permits  and Technology Subcommittee  Papers
                      February  20  - 22/1991
Document number

     P-19
        »      .-•



     P-20


     P-21
Title
Final Minutes Permits Subcommittee          l
Conference  Call 1/15/91  (To be  distributed
at meeting)

Draft Minutes Subcommittee Conference Call  16
1/22/91

Draft Minutes Subcommittee Meeting at the
Omni  Shoreham  1/28/91 (To be  distributed at
meeting)

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             Subcommittee on Permits and Technologies
       '-  -.conference Call Minutes — January 15, 1991
             T"'  A. '   •                     '
      • ,  .     f *
A conference call -was conducted on Tuesday, January  IS,  1991  from
2:00 to 4<;15-.PM with: members of the Acid Rain Advisory  Committee
(ABAC) Subcommittee 
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Review of Draft Potions Papers '            - ''

Mr. Abdoo said  that,  for this call, he would  like to review the
different options papers in the order presented on  the agenda, and
get comments from Subcommittee members.  He asked*that the authors
of the  individual options papers lead- the  discussions  and asked
that others comment during these discussions.  .  .  ;',
                              *                  J           ""
Rachel Hopp began the discussion by addressing several housekeeping
matters.  In response to the request at the previous call that the
Subcommittee be  given  an extra day to meet  during the  next ARAC
meeting,  she  reported that  there were quite  a fev  issues that
needed to be brought to the full Committee. Therefore, no time can
be set aside during the 2nd day for subcommittee meetings.  Several
alternatives for additional subcommittee meeting  time  before or
after the ARAC meeting were  discussed.   Ms.  Hopp reported that.
subsequent ABAC meetings will  be scheduled for three days to afford
more time for Subcommittee deliberations.  Mr. Abdoo stated that he
thought that this would  be  adequate time  for the Subcommittee to
meet and  that  an extra day on top  of  that was not needed. , The
Subcommittee members agreed.  Mr. Abdoo stated  that he would send
something to the  Subcommittee members confirming this change.

[Vote to Minutes: the ABAC meeting schedule is  now 2/20-22,
3/20-22, and 4/29-5/1]                                             A

Rachel Hopp stated that she has informed Eileen Claussen that the.
Subcommittee would not  be sending anything to the full Committee at
the January meeting.   Ms. Hopp also reported that she is putting
together a packet of  material for the next  mail-out  to  the full
ARAC Committee.  It will include the draft issue papers provided to
the Subcommittee by EPA and  the Subcommittee  meeting minutes.  She
asked  if  the  Subcommittee  had  any problem with  including the
minutes of the Subcommittee  conference calls  in the package  to the
full ARAC  Committee.    Subcommittee members indicated  that they
thought this  was a good idea.   She asked  how the Subcommittee
wanted to handle  the various draft options papers being developed
by  the  Subcommittee.    Mr.  Abdoo  said  that  he  wanted  the
Subcommittee to review  the papers and make comments  before anything
is sent to the full Committee. This will  allow the subcommittee a
chance to reach  consensus :on  issues.  Bill  Samuel stated that if
there were any papers that the Subcommittee was in full agreement
on at this  tine, he had  no  problem in sending them  to  the full
ARAC.  He added that, since  many  of  the members just received some
of  the  papers,   he  did  not  think  this was   the  case.    other
Subcommittee members agreed.  Rachel Hopp  noted the options  papers
could be  sent  with caveats  that they are  the view  of  only the
person who wrote them,  and not necessarily the entire Subcommittee.

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                                                                 o
It  was agreed  that  Mr.  Abdoo  would- determine when  .the options
papers were ready to be sent to the full Committee.

Mr. Abdoo said that he will give the option papers  to  his staff to
read and will see if there is any way .to achieve consensus on one
or  two of the  issues  prior .to  the full ARAC  meeting on January
28th.  If this were,the case, the Subcommittee could have something
to give "to the  full Committee.  Rachel Hopp said that in order to
get the papers  to the full Committee, she would need  to have them
by  January  18th. .  She reiterated  that she has  already  told the
people who are developing the meeting agenda that this  subcommittee
will  not  be  raising  issues  to   the full   Committee,  so  the
Subcommittee should not feel obligated to produce any  papers,  she
also explained the. logistics of  distributing materials to the full
Committee  (each item  -is  numbered  sequentially)   and added that
materials going to full Committee should be submitted to EPA.

Ms.  Hopp explained  that  there will  be  at   least  a 10  minute
opportunity at  the meeting  for  the Subcommittee  to report to the
full Committee  on what the Subcommittee is working on.  Mr. Abdoo
stated  that  he   will take  the ten minutes.   He said he  was not
concerned that  there were no  recommendations  to  make to the full
Committee at  this  time.   He  said this Subcommittee  can use the
additional time  to further consider the issues.

Rachel Hopp mentioned that she has  been informed that  the NOX reg-
neg people are going to.contact ARAC members to see if  they have an
interest  in  that forum.   One  Subcommittee member asked  her to
explain the purpose of this.  Ms. Hopp explained that the Federal
Advisory  Committee  Act governs reg-neg procedures   and  that an
initial feasibility study of reg-neg is done.   Since the.ARAC is'a
good cross section of interested parties, it makes sense to contact
ARAC members for this study.  She said that the study is being done
through Clean Sites for the Conservation Foundation. She said that
if reg-neg looks feasible,  they will proceed; if  not, ; this will
presumably be added to  the ARAC issues at a later  date. Mr. Mathai
stated he was  very interested in this study. Rachel Hopp suggested
he convey.this  interest to Larry Kertcher when he  is  contacted.

Rachel'Hopp asked if everyone got  the last 4  issues  papers.  All
Subcommittee members said they had.  Ac  a final housekeeping note,
MB.  Hopp  offered   to  arrange   a   dinner   on  January  27th  for
Subcommittee  members,  and Mr.  Abdoo  agreed  to  coordinate with
interested members.

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                                          .                   P19

Mr. Abdoo asked if members had been able to review any of  the draft
option papers to the extent that a discussion at this time would be
productive.    The  Subcommittee  indicated  that  they thought a
discussion would be useful.

Jerry Eyster suggested'that  they go  through the option papers in
priority and  have the authors  identify the issues  and  then  get
verbal input from everyone..  It was suggested that the.EPA issues
also be addressed on a point by point basis..

Mr.  Abdoo  asked that  Jerry  Eyster  start, the discussion  on  the
eligible Phase I extension issues.
                                   i
Eligible Phase I Extension I a sues       X'   '     .   :   =.
^    ^= ™^ ~   ,.._^   ^=  .,..._..;

Jerry Eyster said he sent the draft  paper to members by fax.  He
briefly reviewed the general points of his paper.  He stated that'
one general point he would  like to  discuss was  the program  for
allocating allowances,  since  once the reserve was exhausted, there
might be no advantage for a unit to scrub.

Bill Samuel asked for a  clarification  as  to whether this covered
the 2 year extension or  the  2 for  1  allowances.   Mr. Eyster said
both, since they are connected as both ars calculated up front.  He
said. that anyone  can delay putting in the  technology as long as
they have the allowance  purchased  elsewhere.  The slippage under
the extension program means:'getting allowance from the bonus pool.
Mr. Samuel expressed that this was  not necessarily clear.

Mr. Eyster then led the  discussion  of responses in his options
paper to several of EPA's questions  on eligible Phase  I extensions:

     Question 1 - Are sources eligible for  additional  allowances if
     they install  qualifying technologies  and  reduce  emissions
     before 1995?                           .

     Discussion -: Mr. Eyster referred back to the Congressional
     record and said that it  was the intent of Congress to provide
     for this  opportunity.  He quoted the part of the record that
     refers to "either  postpone  until  1997  or  receive  early
    • reduction bonus allowances for reductions they achieve between
     1995 and  1997".  Therefore, one can put on technology earlier
     and receive bonus allowances.   Hs talked about declaring a
     unit  an  extension unit-and getting the bonus.   He discussed
     that  the 2 for  l  was in 1997; 1995  and 1996  allowances are
   -  based  on  uncontrolled  emissions.    Mr. Abdoo  said he  has
     trouble with this.   He thought it applied if one is at or

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  below Phase I  level'- for 1995-97,  not  if  you  are operating ir.
  non-compliance.  Jim Hambright said achieving early reductions
 .and banking excess  allowances  by.controlling  sources  could
  cause problems for EPA.              '    .       •

 • Mr.  Eyster said" that EPA needs to think about  developing an
 4 allocation scheme, .that  will  avoid the "race  to  the- mailbox".
  If the big companies get there first, the smaller companies
  could suffer.  , Mr. Hambright added that one utility could use
  up all: the  bonus allowances and suggested  a lottery.   Ned
  Helme'said that the statute'was explicit on  this issue - the
  first guy through the  door gets more..  He added that  the
  Subcommittee may not agree with this,  but that this is the way
  it is supposed to work.         ;

  Ned Helm* said  that granting partial requests vs. what is
  asked for as far as allowances will result in a very different*
 .role for EPA.  Mr. Eyster said.that Congress was very specific
  and elaborate  on how to calculate the allowances; EPA can not
  throw, this out.   Mr. Helme  mentioned that the  West  members
  tried to-get the number changed,  but  were not" successful.

  Jerry Eyster said that topic  (a) was whether you  could get
.  allowances if  you installed  the scrubber early  by 1995.  The
  Subcommittee agreed that this is  the;  case.

  Question 2 -   Does EPA have, discretion in the manner in which
  it distributes  allowances from the reserve  -  the issue of
  first come,  first served?

  Discussion -  Jerry Eyster  said that  the  legislation  was
  explicit in 404(d)  (3) in that it says in."order of receipt".
  This does not  give EPA room for an alternative system,  though
  EPA will  have to decide  exactly  what is meant  by  "order, of
  receipt".   EPA will need to develop criteria to keep people
  from "camping  out" at EPA's  door so  that they  would  be the
  first to  submit.  He said that,  although there  are  not too
  many degrees of freedom for EPA, this  issue needs to be better
  thought out.                           •'','*''    "     •  '

  Bill Steinmeier asked if this  happens,  is there any way to
  deal with  this other than a  lottery?   Jerry  Eyster said that
  it depends if  the we are giving the  utilities everything they
  ask for.    Mr. Steinmeier suggested  establishing  a  cut-off
  date,  with EPA looking  at the submittals received on that

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      date.  .He said that, because these'decisions involve millions
      of dollars and  jobs,  it is important  to  stay  away  from a
      "flip  of  the coin" approach. Jerry .Eyster reiterated that the
      law and Congress are explicit.  The order  of .receipt  is the
    i  final  test.  "      .

      Jim. Hambright  agreed that the  order of receipt is the'proper
      way to make a  decision oh the  allowances,  but  that EPA needs
      to give consideration on how to help the utilities with, this
      system of allocation of allowances.   He stated :that it is hard
      to develop a compliance plan if you don't know whether you are
      going  to  get these allowances.   He  suggested that there is a
      need for  some type of  advance approval.   Mr.  Eyster  agreed
      there  is  a need  for early consideration.

      Mr,  Abdpo suggested that EPA can say that the application has.
      to  arrive  by a  certain  day,  instead of looking  at  the
      postmark. If more arrive in a day than there are allowances,
      then EPA  could give consideration to prorating.  Mr. Hambright
      said 'that a  large system could submit  a package that uses up
      all the allowances.   This would cut out all other utilities
      that might qualify.  Jerry Eyster asked how applications would
      be mad* and said that EPA needs to stay away from considering
      partial applications.  Also, he was not sure how the proration
      would  be  accomplished.   However, Subcommittee  members  agreed
      that it is important for everyone to know what  the rules will
      be for obtaining these  allowances.

      Jerry  Eyster suggested that this discussion be put off  for
      now.   It  is agreed that there is a need to define the process
 ..  .   and  to help  EPA  coma up with a definition of the meaning of
      first come/first served. It also appears that if EPA goes with
      a  one  day approach, that they will get  applications  Cor more
      than the  3.5 million allowances available.

Mr. Abdoo suggested that the .meeting move on to  other issues.

Before  moving  on, Mr. Eyster raised  the. question of whether  EPA
could  make   an early  determination  regarding granting  of   these
allowances.  Mr. Hambright added that a utility cannot come up with
a  compliance  plan  if  they  do  not know  if they  will  get  the
allowances,  and that  it is  hard for them to plan  if EPA  grants
partial allowances.   Mr.  Abdoo  asked EPA how practical an  early
determination would be.

Rachel Hopp said that there were a number of obstacles.   A  number
of people have already contacted EPA to  find out when the  window
would be open  for submission of  applications.  She  said they were
all advised  that  EPA  would  not  process  their applications  until

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                                                                    1
 after the regulations-were promulgated.-  She said,, .also, -hat 'E?A
 needs to define, through the regulatory process, several Jcey issues
 such as what  is first come/  first  served; and the extent  of the
 review needed to  determine  if something is a qualifying Phase I
 technology.  One possible option is an interim rule for conditional
 approval of  submissions or to indicate how EPA will decide on the
 number of  units.  To do this would involve a quick NPRK, an interin
 rule/ then a final rule.   She pointed out that there are a number
 of issues  that have-not been resolved yet, and that the best way to
 do this is  through  the normal rulemaJcing process.   Jerry Eyster
 said that  the  lav  was reasonably clear; he felt the problem was in
 getting .the regulations  out so that  the utilities know what is
 going  on.   He said  that  if the  interim. rulemaJcing   will  get
 something  out  quicker,  this would be better.  Mr. Hambright agreed
 that this  would be helpful.  He said  that EPA has  a. lever - if a
 subsequent permit  application is  submitted without the compliance
 plan or if the compliance plan is not approved, then the applicant
 would  lose  the allowances.   Mr. Abdoo  asked  if  this  was  over
 prescription.    Mr.  Hambright  indicated that  it  would let  the
 utilities  know if  they were getting the allowance.

 Rachel Hopp  stated that if EPA gives  early  conditional  approval,
 based, on  subsequent submissions,  utilities will  not  know  with
 certainty  if  they are  "in"  until  after  these submissions  are
.evaluated, since EPA's authority  to approve extensions is limited
 buy the 3.5  million reserve.   Jerry Eyster said that this would
 give 'the  industry, a  sense of who's next  in line.   Ned  Kelme
 .suggested  that EPA require the state air board to sign-off on these
 submittals.
 '  :'v V* A= ' •-' '.  ' '                    '       '
 Several members  raised the issue  of  proration  and whether it made
 sense.   Mr.  Abdoo  indicated  he. was  not sure  if proration  was
 allowed under the statute.   Ned  Helme  said that this  issue is
 important  enough for the  Subcommittee to advise EPA on how this
 should be  set  up.

 Rachel Hopp pointed out that, unless the full ARAC Committee was in
 agreement  as to how to approach this  issue, it was  unlikely that
 EPA could do something early on, either legally or from a political
 standpoint.  She suggested that the  Subcommittee,  working through
 the full ARAC  Committee,  see  if  they can lay out a basis  for an
 interim rule.    She  also  stated  that, if there were people  who
 disagreed with this approach and if the regulated community did not
 fully   support  this,  than  the  rule  would  likely  end  up  in
 litigation, thereby eliminating any certainty for the utilities.

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                                                             P19
Mr.  Abdob suggested  that  the  Subcommittee  prepare a  specific
proposal and present  it to  the  full  ABAC Committee.   He asked if
February  20*22  would be  soon  enough.   One  Subcommittee member
suggested that this be done in January*  Rachel Hopp restated the
importance of being in full agreement on this.

Ned Helme said  there  is a need to make  allowances work and that
this  will be  influenced through  economics.   He said  that  if
utilities do not. know early-on  if  they have the allowances, this
will  create  problems  for the  industry.   He  argued  that knowing
about allowances early will  allow the whole system fall into place.
He feels that if EPA falls down here, this could be a  fatal flaw to
the program.  He mentioned that the legislation was  18 months for
Title  IV, and  12 months  for Title  V and  asked if they could
parallel each other.

Rachel Hopp said that the additional time for developing the Acid
Rain   permits   regulation  is  consistent   with  the  substance
differences  between Title  IV  and  Title V.   The  Title  V permit
program imposes no substantive requirements onto existing programs.
Moreover, following the 12 month rule,  the states will have  3 more
years  to develop the  permit  programs  (therefore,  the  Title v
program will actually take 4 years  to develop).   The  18 months for
developing the  Acid Rain Permit requirements  is expedited for a
rulemaking.     Moreover,   it  must  follow  the   public  comment
requirements  and other  safeguards  that  are   built  into  the
rulemaking process.   One Subcommittee member asked if reg-neg-was
considered for this rule.  Rachel Hopp stated that this was  looked
at  early on  and was  rejected  (NOTE:  reg-neg generally is a "much
lengthier process).   She said that  the- current schedule  is for the
final  regulations to be out  in May.  Finally,  she  noted she  is
interested in considering expedited reviews of applications, but
would  like to avoid  additional regulations,  as this will put  an
additional burden on  already  limited resources.

Jim  Markowsky  asked  if Rachel  Hopp knew  how long it  took for
approval of a new source permit application.  Ms. Hopp stated that
EPA has not looked into  this and invited ARAC comment, particularly
about  scrubber  retrofit applications.  Jim Hambright said  it was
his  experience  that it  could take  4 years and more  likely  5 to 6
years.

Mr.  Abdoo stated that this  was  a significant issue that  needed to
be  discussed at  the  January subcommittee meeting.   He  asked  if
Rachel Hopp could explore the avenues within the Agency-   Ms.  Hopp
explained that  there  seemed to  be two ways to expedite,  one is to

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                                                              P19

 develop  an interim  final rule,  though this  was  not currently
 planned for; the second way is ah 18 month rule plus-early permit
. review, which -would  be  just  as fast as a  12  month interim final
. rule..         .              "'           '                  '".'.•

 Mr. Abdoo said he appreciates the problems and is looking to EPA to
 be creative and  bring back alternative and looking to Subcommittee
 members for ideas;   He  recognizes the  difficulties each face.and
 hopes  they can develop a possible remedy.

At this.point, Tony Earl and Hark Steinberg took over the chair for
 Mr. Abdoo.
                        '.                 *    '',
Mr. Markowsky  asked Rachel Hopp whether  EPA had  told companies that
EPA would not "accept" applications, in addition to telling them
EPA would not  "process"  them.   She said yes.   Since EPA could not
even define ..first  come/first served  until  the rulemaking  was
completed, companies have been told that  their applications will
not be  accepted.  Mr. Markowsky stated  that he did not understand
this, since. he  did  not  think  there   were  ambiguities  in  the
technologies.   Ms. Hopp .responded that  the  lav requires requests
for Phase I extensions to 'include a compliance 'plan and a permit
application pursuant  to permit regulations; which are not defined.
Therefore, EPA's position, based on advice from OGC, is that these
issues  need to be  defined through the rulemaking process.    "• . .
                      .            •            '-.  t .,'•'. --/', *••;  -
Jim Markowsky expressed his concern for utilities. He said that .any
state and federal  permits that were to  given  early consideration
would need to ,be at state agency now1,, since the state permit review
process can hang things  up., He asked if utilities were to submit
applications to  EPA with a preapproved  state permit, whether this
would make it  easier  to .for  EPA to evaluate these  applications.
One Subcommittee.member  stated he did not  know how long the state
approval  takes..  Rachel Hopp asked for clarification of the state
approval  process.   Mr.. Markowsky stated  that  a utility has  to
obtain  a plan .approval and an  operating  permit  from the state for
the scrubber,  sines  the  utility would be altering a source.   One
Subcommittee member stated that it would be hslpful to have a list
of  the  other bodies  involved in this permitting  process.   Rachel
Hopp asked if Mr. Markowsky could  develop this  list.
               *  ~ .           '            \             "       V '
Mark Steinberg and Tony Earl suggested that the meeting move on to
other 'topics'.  .."'    . -",            •      '•"'..       • /

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 Reduced Utilization  fSeerion 408fclm fBI]

 Ned Helme lead the discussion on reduced utilization.  He said he
 looked at  the EPA draft issues  and tried to  lay  out an overall
 strategy.  He suggested.four guiding principles: l) that there is
. no cap on  emissions in Phase  I  and that the  assumption is that
 reductions are 'achieved on an annual  basis; 2)  that Congress is
 looking for a streamlined process; 3) that success of the Acid Rain
 program  hinges  on  what  happens  under Phase  I  and that . full
 reductions need  to be  achieved;  and 4) that the annual emissions
 reduction is the driver, and that EPA is not concerned  with hour by
 hour changes or where electric output  should be.

 He discussed the concept of a "look-back" test, considering reduced
 utilization on a system-wide basis  (versus a nationwide basis) and
 electrical generation  on an aggregate basis. For  this  test,  the
 electrical generation aggregate is  the sum of the Phase I units in
 the system, and load shifts can occur within Phase I units but not
 to non-Phase  I  units.  , He  used  the New England  System (Holding
 Company and Dispatch),  where all Phase I units are a system that is
 equal to  or greater than the  1985 baseline, as an example.  If the
 entire system meets the reduced utilization requirement,' then there
 is no need  to look at specific units (the entire system passed the
 test).   If  not, then it  would .be  necessary  to  look at  the
 individual  units.

 Rachel Hopp said that the provision contemplates advanced planning,
 but that Mr.  Helme's concept does  not deal with the  issue until
 after the fact.  He stated that, in developing the compliance plan,
 the decision has to be made up front  as to  the intent to run the
 Phase I equal to or greater than the baseline.  Jim Markowsky said
 that the way he would interpret this would be that he would have to
 identify  the units up front in the compliance plan.  He then asked
 about tracking on an annual basis vs. tracking on a more frequent
 basis.   Ned Helme  said that  for   enforcement  purposes,  it  was
 annual,  but that a  utility would  have track more  frequently  to
 check their progress.  Mr. Markowsky  said that this method would
 avoid requiring  physical  proof  of what units a  plant uses  as
 substitutes.   Mr. Mathai  asked what  would happen  if there were
 extreme winter or summers - how would  this  affect  the use of the
 baseline  generation  number?   Ned  Helme responded that, if  the
 utilization aggregated  across the  entire  year is  equal  to  or
 greater  than  the  baseline,  then   there  is  no  problem.    One
 Subcommittee  member  stated  that   there  are  many  reasons  for
 variation in  utilization  (emergencies, reduced  demand  due  to
 recessions), and that there .could be a decrease in utilization that
 was not intended as  a way to  comply with the regulations.
                                 10

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Mr,. Helms discussed the .fact that if a plant is not being run,  the
reductions  must be  achieved from  other  plants.   Mr.  Markowsky
mentioned the option of substitute units.  Ned Helme cited language
that  encourages a system-wide .basis approach  where the  overall
reduction is the important criteria.  Mark Steinberg asked about a
scenario where there was an unforeseen event than resulted in Phase
II units being picked up to cover for the  decrease in utilization,
and whether this would trigger the NOX requirements for this unit.
Rachel Hopp said that the statute does refer  to  Section 407, NOX.
Jim Markowsky  stated he felt this was debatable.  Mark Steinberg
said that since NOX was based on a BTU emissions limit,  he did  not
see the reasoning here.   He said a utility may not know until Phase
I or after that it is in a reduced'utilization mode.  Rachel Hopp
indicated  that  it  was unresolved  whether  there  would  be   an
annuallzed NOX limit.    Ned  Helme. stated this  can be avoided  by
shifting the load  and  that  this  shift., could be very big  based/on
how the dispatch is done.                            >

Tony Earl suggested the discussion move on.    '
                     *      * '      ''.*•"         "   > i
                   '•'+'*;            '  *
Repowerina  .                               '

Jim Markowsky went over his paper,  generally giving the  background
and the EPA issues.  He then went over EPA's questions and led  the
discussion -._''         .''   "    : /   "•;•.'.'  ••;,"."_.   ;.

     Question l - dealt with defining qualifying technologies.

     Discussion - Mr. Markowsky feels the qualifying technologies
     are defined  in the' statute.    He said .that defining  these
     technologies will require coordination with DOE.  He suggested
     they not be too narrow  and  should not rule out  technologies
     developed in the 1990s.

     Question 2 - dealt with provisions for dealing with  DOE.

     Discussion - Mr. Markowsky felt that EPA should consult with
     DOE, especially on  coal cleaning technologies, and  said  DOE
 -.   may be of use in evaluating  proposals for repowering.  Rachel
     Hopp asked if there was any intent to limit technologies  to
     those that were part of the Demonstration Program.   He said
     no.   Jim Hambright asked Mr. Markowsky whether EPRI  might  be
     a resource, in addition  to DOE,  for information on  repowering
     technologies.  Mr. Markowsky  said that he felt DOE  would  be
  .   the best  resource for this  information  and did not  see a need
     to consult with EPRI at this time.
                                I'l

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Mark Steinberg asked about time of  unit  shutdown - if there
was anything  that  precluded  a unit that  was  taken off-line
before 1995 from being eligible for repowering.  Rachel Hopp
asked if he knew of any real cases.   He responded  that he does
not know of any now, but felt it could be a possible scenario.
Rachel Hopp noted the March  1991 deadline was for notifying
EPA of the intent to repower and said there is another issue
of whether this should be binding.  Mr.  Markowsky said that
the company would not•need the'allowance until it repowered
the unit;, if it is in existence now,  it will have  an allowance
provided.

Question 3 -dealt with what information EPA requires.

Discussion -   Mr. Markowsky  said that  EPA should not be too
restrictive in the information requirements,  since the statute
was already specific.  He suggested EPA work with the permit
applicant and said that  EPA  can not require too much detail
too early in  the process.

Question 4 -  dealt with the timeline and whether there was  a
conflict between Sections 409 and 408.  .

Discussion  -   Mr.  Markowsky said  there appears  to  be  a
conflict and  EPA needs to look at this.   Rachel Hopp said one
would  submit the permit application by  1996 and additional
submissions  by the subsequent * deadlines.   If they  fail to
submit the  additional  information, then the extension is
rescinded.

Question 5  - dealt with how to deal  with a technology that
does not work.

Discussion -  Mr. Markowsky said that EPA should  not make the
requirements  too restrictive and not require backup technology
too early.  He argued that EPA needs to rely on the good faith
of the applicant, since companies are committing  big money to
this.  He argued that it  comes down to a lose of an investment
versus a loss of allowances.   With respect to the time  for
compliance  if the technology does fail,  ha  suggested  this be
determined on a case-by-case basis.  In some cases the  failure
can be easily dealt with and no additional  time  is needed to
coma   into  compliance.    In  the  case  of  major failures,
significant time may  be  required to come into compliance.
                            12

-------
 Question 6 - dealt with  repowering  extensions  affecting NOX
 requirements.

 Discussion - Mr. Markowsicy felt that  Congress  was silent en
 this issue and suggested EPA give  this some thought.  It may
 be appropriate to consider giving  extensions for NOX as well
 as SOX.

 Question  7  -  dealt  with  whether  EPA  should  encourage
 expediting permitting of repowered units.

 Discussion -  Mr. Markpwsky feels that Congress intends for EPA
 to encourage states to expedite permitting.

. Question-a  -  dealt with the date for notification of intent to
 apply  for   a  repowering   extension  (3/31/91)    and   the
 consequences of failing to meet this deadline.

 Discussion .-  Mr. Markowsicy  said  that his  understanding for
.this deadline was  that it is  intended to  give. EPA  an. idea
 about the number! of applications that may  be received.   His
 interpretation is that a  notification  of intent to repower is
 not binding.   The  question  is whether failure to  notify
 precludes a utility from requesting an extension  at a later
 date.   Jim  Markowsky and  Ned Heine talked about the idea that
 the notification serves as a "place holder"; they also asked
 whether there-was any reason to prohibit those who  did not
 notify by 3/91 from applying for the extension  later.

 Jim Hambright mentioned that utilities will be making these
 types of assessments over the next  five years and may not know
 the answer by March.   Mark Steinberg  said  that even with a
 mature technology such as coal cleaning, utilities will not be
 in a position to plan for an extension by  March.   Ned Kelme
 restated  that the  notification only indicates that a utility
 "may"   seek  a repowering extension.   Several  Subcommittee
 members said this  means every  utility should  go ahead and
 notify in March regardless of what they eventually decide to
 do -to get that "place holder".
                                                            \
 One Subcommittee member asked whether,  if a utility repowered
 in good faith,  but the unit just does not  work well enough,
 would there be a fine  applied?  Rachel Hopp said that if they
 were to  keep the  unit  operating and  the allowances  were
 exceeded,   there  is  no  discretion as far as  the  excess
 emissions   fee  obligations.    Several Subcommittee  members
 agreed*
                           13

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Conclusion
Tony Earl suggested that everyone share their comments with other
members.  He also suggested that for the next meeting, the order of
the discussion of the papers be reversed -since there was no time
today  to  discuss  substitution plans.    He  said he  felt  the
Subcommittee had reached consensus on a number  of issues during
this meeting.    Several  subcommittee members  suggested  that,  to
speed up  these  meetings,  the chairman or  meeting leader needs to
move the  discussion forward when  it  appears  that members cannot
reach consensus  on  a particular issue.

Rachel  Hopp  suggested that time be set aside during the next call
to  talk  about  what issues  need  to  be discussed with  the full
Committee.  Tony Earl suggested that one-half hour be set aside for
each topic followed by a  discussion of the  Phase  I extensions and'
that the  meeting be left  open  as far  as length.

Mark Steinberg-asked about Title V.  Rachel Hopp reported  that.the
office  at EPA responsible  for Title V is  trying to get a draft
together  by the next  ABAC meeting, which deals with the Acid Rain
integration.    If  drafts   are available,  Bill Rosenburg  has
authorized that these be provided  at the ABAC meeting.  There was
a discussion by Subcommittee members regarding the latest Title v
draft  (December 2lst/31st),  which some members had obtained copies
of   indirectly.     Rachel Hopp  stated  that  these  drafts  were
preliminary and would not reflect any  comments  from her  staff  on
how to integrate Title V with Title IV.    She suggested  that  any
Subcommittee members with such drafts wait and review the revised
 version.
 Rachel Hopp suggested that the next call be scheduled at this time.
 The subcommittee agreed the next meeting would be Tuesday, January
 22 at 2:00 PM EOT.

 Tony Earl asked if there were any  other comments.  There were none
 and the meeting was adjourned at 4:15 PM.
                                  U

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                                                                IS"
                            Attacnment
                         List of Attendees
 Subcommittee Members Attending via Tsleconference:
 Richard Abdoo,  Wisconsin Electric Power
 Tony Earl,  Quaries and Brady
 Steven Winberg,  consolidated Natural Gas
 Steven Burton,  Sithe Energies
 William Steinmeier,  Missouri Public Service Commission
 William Samuel,  United Mine  Workers of  America
 James Markowsky,  AEP Services Corp. '
 Ned Helme,  Alliance  for Acid Rain Control
 Janes Hambright,  PADER Bureau of  Air  Quality Control
 Jerry Eyster, A.T. Massey Coal Company
 C.V.  Mathai, Arizona Public  Service Commission
 Thomas Maiman, Commonwealth  Edison
 Luther Heckman, Coalition for Environment-Energy  Balance
 EPA Attendees!
 Rachel Hopp, OAR/ARD
 Kathy  Ehrensberger,  OAR/ARD
 Joe Kruger, OAR/ARD
 Karen Kent, OAR/ARD
 Claudia O'Brien, OAR/ARD
 Subcommittee Members Not Participating!'
Bill Roberts, EOF
Paul Feira, Wheelabrator
                                15

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                                               DRAFT
                                                              P20
           ABAC Subcommittee on Permits  and Technologies
                      Conference Call Minutes
                         January 22, 1991
 A conference call,was conducted on  Tuesday, January  22,  1991  from
 2:00 to'4:00 PM with members of the Acid Rain /Advisory Committee
 (ARAC)  Subcommittee on Permits  and  Technologies and  EPA.  A list
 of participants is  included'as  an attachment.  Mark  Steinberg,
 substituting for Richard Abdoo,  led the discussion by .......
 Subcommittee members; Rachel Hopp led the discussion by  EPA.  The
 conference call began with a roll call and a brief review of  the
 agenda.
                     4 . '
 Substitution Plans     ;                               .
.'"•.-''.'      '      • -             '    '•    ...
 Luther Heckman had  faxed a copy of  his paper on, substitution
 plans to  Subcommittee members and took the lead in the discussion
 of this issue.  Several Subcommittee members, -including  Bill  .
 Roberts;  strongly disagreed with Mr. • Heckman's view  that, in  the
 case of a substitution unit,, the NOX requirements under  Section
 408 apply only to the substitution  unit and not to the original
 unit.   Mr.  Roberts  stated that  Sections 404 and 407  do not allow
 for this  interpretation and that in..his paper, Mr. Heckman.
 suggests  that: the.original unit would still receive  allowances.
 Mr. Steinberg stated that he did not see the NOX requirements
 being associated with substitution  plans for 502 requirements.

 Mr. Heckman explained his argument  that if a unit is substituted.
 for, .this new unit  becomes .the  '"affected" unit and the original
 unit is no longer an - "affected" unit.  He said that  this concept
 is supported by the Act.   Bill  Roberts said that the language
 under Section 404(c)(2)  clearly indicates- that both  the  original
 and substitute unit are affected units.  Mr.. Roberts reiterated ,
 that if Mr.  Heckman assumes that the original unit is no longer
 an affected unit, this unit would not be eligible for allowances.

 Jerry Eyster briefly recapped his understanding of substitution
 units related to S02 which correspond to the language in Section i
 404(b).  He agreed  that both the original and substitute units
 would be  affected Phase I units.  However, since the language in
 Section 404(b)  specifically refers  to the "sulfur dioxide
 reduction requirements",  he feels it is questionable whether  the
 NOX1requirements kick in.   Bill Roberts cited language from
 Section 404(c)(2) that "each source with such a unit;;shall be
 deemed affected under this title11.'  He then referred to  Section
 407 which provides  when a source, becomes affected for S02',- it
 becomes affected for NOX,  depending'oh boiler type;

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          •                                                    P20


Mr. Heckman disagreed with the interpretation that both units
were affected units.  He argued that.EPA should resist regulating
both units under Section 407 and said that such an interpretation
would deter substitution proposals and diminish the use of
substitution as a compliance strategy.

Mr. Steinberg asked for clarification regarding whether the
purpose of the substitute unit was to transfer the entire
reduction to the another unit.  Mr. Roberts stated that the ,
language says "in whole or in part".

One Subcommittee member asked about the language in 404(c)(2) -
whether the phrase "shall be deemed affected" means affected
under Phase I or under Phase II.  Rachel Hopp stated that
substitution language appears only in Section 404 dealing with
Phase I.  However, the intent of the legislation was that sources
coming in as substitute units would be Phase II units (or
possibly opt/in units).  She clarified that these units become
affected during Phase I as substitutes, but that the legislation
had Phase II units in mind.  Bill Roberts agreed that once the
unit becomes part of the substitution plan, it is affected.during
Phase I.        •                 •    ...  '      •     '     '•'"-••

Mr. Heckman reiterated that EPA would be doing away with     * .
substitution as a compliance strategy, and referred to this
approach as NOX "double jeopardy".  He feels the intent of the
Act was to allow for substitution.  However, if the
interpretation is that both units are affected, substitution
would not be one of the cheapest compliance strategies and
therefore, would not be used.  He felt that the utilities will go
with the cheapest compliance strategy available.  He asked for
input from the utilities.

Ms. Hopp mentioned that the legislation allowed for NOX averaging
(407 (e)) for owners of two or more units.  Mr. Heckman did not
feel this would address his concern and restated that he does not
think that both the original and substitute units are affected.

Several Subcommittee members  (Jim Markowsky, Tom Maiman, Steve
Burton) restated that they believe the  language is clear and that
both units are affected.

Mr. Heckman asked for comments on this  issues and Mr. Steinberg
asked members to fax these to Mr. Heckman before the next
Subcommittee meeting on Monday.

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                                                              P20
Repowerina  Extensions

Several Subcommittee members  (Ned Helme, Jim Markowsky, Bill
Roberts) stated that they felt the language in the options paper
on the definition of.eligible technologies was too broad and
should be narrowed to be consistent with the legislation.
 " •   .          -  '           ••     •        '       '                s
Jim Markowsky raised the issue of the.timing on the repowering
notification.  He stated that the 3/91 date was too early to make
a commitment and suggested that the date be extended.to 1/96.  He
also suggested that this date should not be binding on either
industry or EPA.  .He mentioned that AEP is presently the only
utility with clean-.coal technology already underway, ryet AEP-will
not be ready to make a decision on repowering until  ',96.  Steve * .
Winberg said that the 3/91 date would tell EPA nothing, since
everyone will notify just to meet the requirement.and keep.their
options open.                                            ' •   .

The purpose of the 3/91 notification .date was discussed.  Several
Subcommittee, members said they felt the intent of this date was
to give EPA an idea of how many units were to be. repowered and
what the tap on the allowances might be.  Mr. Roberts said the
3/91 date would lead to a "lowball" of the number of allowances
.required for Phase II.  However, he.felt that if EPA were to
periodically revise this estimate as it gets closer to Phase II
(as required in the statute),  this will give industry a more
accurate reading.  Rachel Hopp asked whether the Subcommittee
members viewed the 3/91 date as informational only.  She
suggested that if they felt this way, the Subcommittee should
consider develop a recommendation regarding the 3/91 notification
date and suggest an alternative.

Ned Helme said.that the purpose of the repowering provision was
to allow for the development of technologies and that extending
the notification date to 1/96 would allow for this development to
take place.  He suggested a notification date of 1/96, the due
date for the Phase II permit applications, with a final
commitment  to repower by 1/97.  Jim Markowsky said 1/96 might be
too soon to expect a utility to have a full permit application
developed which included details for repowering.  He suggested
that the permit application of 1/96 include a notification of the
intent to repower, with details provided in 1997.  Ms. Hbpp said
that the 1997 change would be considered a modification to the
permit application.

Mr. Markowsky recapped the discussion:

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                                   •                            P20

      o first indication of repowering in 1/96
      o confirmation of commitment by 12/97
      o submission of detailed plans  by 1/2000

 Ms. Hopp asked the Subcommittee to develop a paper on these
 suggestions.

 Bill Steinmeier asked for further clarification on the "  91 date
 and whether the information provided by this date was t  ae used
 just for informational purposes.   Mr.  Markowsky restatec  chat the
 utilities will not have this information by 3/91.  He said the
 utilities can not make a decision now on repowering since the*
 technology is in its early phases and the costs for repowering
 are/not known .at this time.   Steve Winberg said that he would
 like to know what the utilities might be giving up before
 recommending that EPA drop the 3/91  notification.

 Rachel Hopp stated that the idea behind the 3/91 notification
 date is to give EPA and industry an  idea on what the tap  on the
 allowances might be.   If EPA does not know by 3/91 how many
 allowances may be requested for repowering,  EPA will not  be able
 to inform the industry of what the worst case scenario might be.
 She stated that without this information,  it makes it difficult
 for the utilities to plan.

 Steve Winberg said that the  Phase ZZ allowances are still up in
 the air.   Ms.  Hopp agreed but reiterated that this would  allow
 EPA to estimate the worst case/maximum tap on the allowances.
 One Subcommittee member stated that  the only way to know  the
 maximum number of allowances would be  to make the 3/91 deadline
 binding on the utility.   Steve Winberg agreed that the
 information from this notification would be worthwhile.   He
 suggested  that the Subcommittee not  recommend dropping the
 notification requirement and ,instead,  recommend that the date
 for the notification  be  extended.

 The timeframe for this notification  was then discussed.   Ms. Hopp
 asked  about the time  needed  for utilities to- conduct advanced
 planning for repowering.  Several  subcommittee members* said about
 6 years for repowering,  which would  mean a notification date of
 1994.. .they mentioned that about  5 years was required for a
 scrubber.   Jim Markowsky did not think a utility could make a
decision by '94  or '95.   one subcommittee  member disagreed,
stating the utility will know if  it  is considering repowering  by <
 this time.   He  said that by  '95, the utility will have made a
decision if  they are  on  a dual  track (scrub/repower).   Another
Subcommittee member said that there  is  no  incentive for the
utility to take  any risk and that  EPA  needs  to provide more
flexibility.

-------
                                                              P20
Bill Roberts asked if it would be helpful to know who is not
interested in repbwering.  Jin Markowsky asked Ms. Hopp if EPA
could keep the 3/91 date, but make it absolutely non-binding.  -•.
Rachel Hopp told him that she could not commit to this; that it,
was the Subcommittee's task to develop these positions for
consideration by EPA.

Eligible Phase I'Extensions     '            '

One Subcommittee member asked Rachel about EPA progress in
considering an earlier date for the regulation.  Ms. Hopp said
that she was working on a briefing outlining the options and that
she was hoping to have something to the Subcommittee for review  .
by Monday.  She stated that this requires input from other, parts
of EPA.  She mentioned that she had, requested a half-hour on'the'
agenda for the Subcommittee to present the issue at the full ARAC
meeting on Tuesday.

Tom Maiman said that the language on first come/first serve was
clear and he did not see a need to spend time interpreting this.
Several Subcommittee members disagreed'and summarized discussions
from the last meeting, which included: the minimum unit of time
should be one day to avoid the mechanics of trying to •
differentiate what was received during, the day; pro-rating the
allowances - that this was not intended .in the legislative
language.  One Subcommittee member said that the statute may not
be served if there is no pro-rating, since it might be possible
for a few companies to take all the allowances. ...

Rachel Hopp had sent a fax to Subcommittee members outlining
several qualifying Phase I technology allowance allocation
scenarios.  She briefly reviewed these scenarios-and asked
Subcommittee members to start thinking about this..      -
     *   "       .,".'."     '          -            ' -
Mr. Markowsky said that AEP did a survey of vendors for nine
utilities (20 units, 16,000 MWe) that have .contracts on
scrubbers;  The survey indicated that this would result in 4.5 ,
million- tons of allowances being used.  Bill Steinmeier argued v
that no one should be left out.  Jerry Eyster stated that if
there was a minimum unit of time of one day for submittals, this
would deal with the equity issue.  Jim Markowsky.stated that
there is a need to. establish a procedure for dealing with the
first come/first serve issue and that the .decision needs to
include'allocation of all or none of. the allowances to a utility.
Rachel Hopp said that the issue of allocating allowances on an
all or nothing basis needed to be given further .consideration by

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         -  . '                .                 .    •             P20

the  Subcommittee.   For example, if on day l there is
oversubscription, should each unit be treated separately or
should all the units from one utility be treated together?  She
also asked if it should be left up to the utility to decide if
they want  to receive partial allocation of allowances?  Hed-Helme
said he  felt it should be left at the unit level rather than by .
utility  and-mentioned the option of a lottery.

One  Subcommittee member asked about what would happen if a
transfer unit were  to be picked up, but the control unit was not.'
Rachel Hopp said that the application would have to link the
transfer and control unit so that they would be considered  '   .
together.                   .   „    .           .                '

One  Subcommittee member mentioned that the utility would have to
have a strategy behind their submissions - that they need to
think about multiple submissions to increase their chances in a
lottery.   He felt that multiple submissions would also result in
spreading  out of allowances.                    .   •''...

Bill Roberts mentioned that the quality of the applications will
vary and asked how  this would impact on allocating allowances.
Ms.  Hopp stated that although EPA was exploring ways of giving
the  industry an early indication of their presumptive place in
line, a  successful  utility would lose its place if the subsequent
permit application  submission was not adequate.  One Subcommittee
member said that EPA needs to identify the basic elements of a
permit application  up-front.  Rachel Hopp said that the elements
would be defined as part of the rulemaking process, and that an
initial  submittal,  for' the purposes of an early presumptive  .
ranking/ may not have all the components of a complete permit
application.

Jim Markoysky talked about what it takes to get a scrubber in
service. - He estimated it would take 36 months to design the
scrubber and 4 months to install, plus time for licensing and
permitting.  Therefore, he felt oversubscription will be more
likely for '96 than for '95.  He said that if EPA sticks with the
first come/first serve legislation and a utility does not make
the cut, this could cause problems.  Bill Roberts mentioned that
if the unit were down during this time, allowances would not be
as much  of an issue as the reduction.  Mr. Markowsky cited
another  survey conducted by AEP (which is confidential) of
utilities considering more than one scrubber.  He said these
utilities will run  into problems because .the statute does not
allow for allowances over a fraction of a year, e.g., 1 1/2
years.  Rachel Hopp said that the utility would only get the
allowances for the  years they are needed and that he needed to
consider that units with scrubbers in-place can,bank the


               . •'  '           . 6                .

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      •    '                              .                 .     P20

 allowances.   She  said  it would not be advisable to start changing
 the allowances as they are  laid out in  the statute.

 One subcommittee  member said the main issue  is that the utilities
 need to know  early  if  they  are going to get  these allowances  and
 that a reasonable mechanism is needed .for choosing between  all
 the applications  received on one day.   Ms. Hopp said .that the
 mechanism for determining first come/first serve needed to
 consider not  only the  applications received  on the one.day  but
 also the applications  received before that date.
                    •• - .         . .  ,           '      ~   •          v
 Jim Markowsky said  that he  felt the Subcommittee should focus
 first on the  extension mechanism then on -a. mechanism for
 determining who is  first.   Rachel Hopp .asked Subcommittee members
 to develop suggestions for  dealing with the  first come/first
 serve issue.  The Subcommittee agreed to do  this.   ...
                  \.   .                '        *.     »   .   * '  .  *•

 Reduced Utilization           .                 .

 The discussion'on reduced utilization began  with the issue  of
 compensating  units  and the  applicability of-  NOX requirements  to
 these units.  Hark'Steinberg said that  there is. no NOX target for
 Phase I.  However,  he  said  that if the  original Phase I unit  '
 already had NOX controls in-place, lie did not see why the
 compensating  unit should not be subject to NOX controls.  Bill
 Roberts cited Section  408(c)(l)(b).  Mr. Heckman said this  was
 similar to the substitution unit issue.  Mr. Steinberg 'said there
 was a difference  between substitution, units,  and compensating
 units.  For substitution units, the planning was always forward
 looking.  For compensating  units, the planning could not always
 be forward looking, since the utility could  not predict
 situations like'outages.  .He argued that if  the cause of reduced
 utilization was.something that could not be  planned for, the
utility should not  be"  subject to the reduced utilization
 requirements.       -                       .

 Bill Roberts 'asked  Mark if  he was saying that the compensating
unit was.not .covered.  Mark said this.was his original thinking,
but that he feels this flies',in the .face of  the statute.  He
proposed a compromise"- in  the case where something can be
predicted, the reduced utilization requirements should apply; in
the case where something can not be predicted, these requirements
 should not apply.

EPA staff had to  leave the  call at about 3:45 PM because of a
 fire alarm. .Rachel Hopp asked one of the Subcommittee members to
take minutes on the remainder of the meeting.  These will be
appended to these minutes.

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                                                              P20
            "     •       .  . Attachment    .'-'.,.            .
                        List of Attendees
Subcommittee Members Attending via Teleconference:.
RichardAbdoo, Wisconsin Electric Power
Tony Earl, Quarles and Brady                   •
.Steven Winberg, Consolidated Natural Gas     .
William steinmeier,'Missouri Public Service Commission .
William Samuel, United Mine Workers of America
James Markowsky, AEP services Corp.
Ned Helme, Alliance for Acid Rain Control
James Hambright, PADER Bureau of Air Quality Control
Paul Feira,. Wheelabrator Air Pollution Control
Jerry Eyster, A.T. Massey coal company                             A
Thomas Maiman, Commonwealth Edison
Steve Burton, Sithe Energies      .
Luther Heckman, coalition for Environment-Energy Balance
John Daniel, VA Department of Air Pollution Control
                                                •f
List of Subcommittee Members Not Attending •   .  '
C.V. Mathai, Arizona Public Service commission .      .
vicki Tschinkel, Landers and Parsons
                 •             •   '  •   »   '••  ;     • '••
EPA Attendees: '          *           .
Rachel Hopp,  OAR/ARD
Joe Kruger, OAR/ARD
Karen Kent, OAR/ARD
Claudia O'Brien, OAR/ARD
                   ..•:-•    8-    '                 :  .

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                                                     DRAFT
                                                              P21

   Meeting-of the ABAC Subcommittee on Permits  and  Technologies
                 Omni Stioreham, Washington, D.C.
                         January 28,  1991
                        9:00 AM to 5:00 PM

                         Meeting Minutes

 1                             . *
The Acid Rain Advisory Committee  (ARAC) Subcommittee on Permits
and Technologies held an open meeting on January 28, 1991 from
9:00 AM to 5:00 PM at the Omni Shoreham Hotel in Washington, D.C.
A list of the ARAC Subcommittee members and EPA representatives
participating in this meeting is included as an attachment.  Mr.
Richard Abdoo served as meeting chairman.                .
                  •» ' *      ."'"«'-                       •
Mr. Abdoo opened the meeting at 9:10 AM by introducing the
Subcommittee members and EPA representatives.  Mr.  Abdoo briefly '
reviewed the meeting agenda and the approach for.meeting
discussions.  He noted that.the Subcommittee may not. reach full
consensus on every issue raised during this meeting. .It was  .
agreed that if the Subcommittee was not moving forward on an
issue, the issue would be set aside and revisited,  if time
allowed.  Tony Earl mentioned that the members, had. agreed at the,
last Subcommittee teleconference, during which he represented Mr.
Abdoo, on the heed for an early, rulemaking on Qualifying.Phase I
Technology Extensions.  He then asked Rachel Hopp to summarize
EPA's Draft Options paper of 1/24/91 on an early rulemaking:for
qualifying Phase I extensions (item P17 in the package of
materials).                   •

Discussion of an Earlv Rulemakincr for Qualifying Phase I
Extensions      ."..,'.'

Rachel Hopp began.the discussion by saying that this issue has
been raised.to Bill Rosenberg.,  She noted that a key factor in
determining" the timeffame for an advanced rulemaking.is.the OMB
review process.  She described that in the 18-month rulemaking
process, the proposed and final rule (along with the RIA and
other  supporting documentation) will be sent to OMB for review
prior to .publication in the Federal.Register.  In order to
conduct, an early rulemaking,. OMB would need to waive or
streamline the traditional review (three months),  and would need
to feel comfortable that any unresolved issues will be addressed
during the 18-month rulemaking process. • She also noted that
disadvantages to an early rulemaking include the increased
possibility of litigation, and the resource drain on EPA.

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                                                              P21

Ms. Hopp briefly reviewed the Draft Options paper, which included
four scenarios for "Qualifying Phase I Extensions Allowance
Allocations".  She reviewed the assumptions used for these
scenarios  (page 9 of item P17), followed by a review of each
scenario.  (See attachments).

Scenario 1 - Extension Unit Only - Ms. Hopp discussed the impact
on the reserve under this scenario and briefly reviewed the
calculations in each column.  There were no comments on this
scenario.

Scenario 2 - Extension Unit and One Transfer Unit - Ms. Hopp
reviewed this scenario, noting the increase in the impact on the
reserve due to the addition of one transfer unit.  She noted that
the more transfer units that are added, the greater the impact on
the reserve to cover emissions during 1995 and 1996.

Ned Helme asked for clarification as to how the transfer unit
would impact the reserve.  Ms. Hopp explained that the drawdown
from the reserve by the transfer unit was only for years 1995-96
and that the transfer unit would hot receive bonus allowances.
Jim Hambright said it would seem that there would be a point
where adding transfer units would result in an allowance deficit/
Ms. Hopp referred him to Scenario 4, which illustrated the
addition of multiple transfer units to the point where the
emissions reductions achieved by the 90% control unit would be
overcommited.  she stated that this was an issue for the
Subcommittee to discuss.                                 :

Jeff White of AEP was asked by Jim Markowsky to discuss a paper
he had developed on this issue.  Mr. White said he-had talked
with John Wood of Senator Bird's office regarding this issue.  He
said that a transfer unit should be thought of in terms of an
"allowance flow", rather than in terms of a transfer of a
"reduction".  He then gave an example.  If 100,000 tons is
reduced by 90% to 10,000 tons, and the unit has a Phase I basic
allowance allocation of 50,000 tons, then 40,000 tons is amenable
for transfer.  He mentioned that he sees several problems in the
statute - in some places in Section 404(d), it is not clear
whether the Phase I unit is a control unit or a transfer unit.
His reading of Section 404(d)(5), however, is that the statute
allows for "flux1? from the reserve.  He said that the bonus (two-
for-one) allowances in 404(d)(6) should be thought of as base
allowances that were not consumed by virtue of control.  Rachel
Hopp noted that his presentation seemed consistent with the
calculations in Scenario 2.  Mr. White and several Subcommittee
members agreed the formula for calculating bonus allowances was
correct.

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                                                               P21

Several Subcommittee members expressed confusion over how this.
would apply  for multiple  units.

Tony. Ahern of AEP was  asked by Jim Markowsky to give an example.
•If 100/000 tons is reduced  with  90% control  to 10,000 tons and.
the basic Phase I allocation is  50,000 tons,  then .the unit is
underemitting by 40,000 tons.  The 40,000  tons can  then be    ;
applied to other units.   He referred to Scenario 3  - showing 2
units, each  assigned 20,000 tons.   Several Subcommittee members
asked for clarification .on  how this would  result in a "drawdown11
from the reserve.  Mr. Ahern referred "them to Scenario 3
(multiple transfer units),  which shows a. total impact of 222,000
vs. 182,000  in Scenario 2 (one transfer unit).  Jim Hambright
clarified that the 40,000..ton's was not a "bonus" but,  rather,  the
difference-between the Phase I"allocation  and the achieved   ~
reduction.  .   . ,- •           '                     .      •  '„     -
                                    ., '•                    '      c
Jerry Eyster said that a  transfer  unit could be: (l)  a Phase I
unit, (2) a  Phase II unit,  or. (3)  a unit from outside of the
program.  Brian McLean added that  a utility  would not bring a,;1
Phase II unit in, unless  it.was  economical to bring.it in via
substitution.  Jerry Eyster said that,  in  a  Phase I to phase I
transfer, both units are  already in the program; therefore,  why  ,
does this type of trade need to  be called  a  "transfer11?  Brain
McLean responded that  the advantage has to do with  the utility
not wanting  to.control.one  of the  Phase I  units.

Jim Hambright referred to Scenario 4 and the guestion "If
multiple transfer units are permitted,  should this
overcommittment be allowed?"  He said he was not sure if the type
of grouping  described  in  Scenario  4 was allowed under the
statute.  Brain McLean asked for clarification as to why,Scenario
4 would not  work within the statute.   Rachel Hopp responded that
this scenario is not expressly prohibited  under the statute,  but
that it would be helpful  to the  Subcommittee to consider whether.
this should  be allowed.  .She said  the Subcommittee  should
consider: (1) .whether  overcommitment to a  control unit should be
allowed; and (2) whether  Phase I units should come  in as transfer
units.    •'•"."'.
             -  *       v,      ' •  -  -  -•
Jerry Eyster said that once a unit transfers its obligations to
another, the limiting  factor becomes the emissions  allowed.   He
added .that the Subcommittee needed to'decide if. they were in
agreement-.that Phase -I ;to. Phase  I  transfers  were contemplated and
allowed under the statute.   *                    -

Rachel Hopp  asked the  Subcommittee if-the  allowances for the
transfer unit(s) under .the  scenarios presented should not exceed
40,000 tons, i.e., the emissions reductions  achieved by the
control unit.  The Subcommittee  agreed that  such a  limit on

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                                                               P21

transfer  units  should be implied,  in order to avoid depletion of
the  reserve  by  multiple  transfer units with little or no
scrubbing occurring.

Ms.  Hopp  asked  the  Subcommittee  if there was agreement that Phase
I to Phase I transfers.were  allowed.  She  added  that the text of
the  law would allow for  this.  Jerry Eyster said that if the law
allows for this,  how  can the Subcommittee  disallow it,  and added
that the  Subcommittee should stay  with the approach that allows
for  maximum  flexibility.  Rachel Hopp added,  if  the utility
applied, for  an  extension and the extension unit  was not the
control unit, then  the utility would need  to bring the control
unit in and  would need additional.allowances to  allow for
operation.   Jim Markowsky asked  if-this was something that should
'be allowed?   He said  that there  could be cases where'the utility
scrubs one Phase  I  unit,  but has enough allowances left to cover
a second  Phase  I  unit as a ."transfer" unit and therefore,  does
not  have  to  scrub this second unit - this  would  be the least cost
approach.  Vicki  Tschinkel asked.if this would be a fair
approach.  Tom  Haiman added  that he did not think it was an issue
of fairness.  Bill  Samuel said it  was his  understanding that the
Senate proposal, looked at "bubbling-in" plans to allow the
extensions to work.

Dick Abdoo asked  if there were ways to build in  fairer allocation
techniques.   Jim  Markowsky said  he read the statute to allow for
transfer  to  Phase I units —  with the utility that asks for the
extension first getting  it.  Jerry Eyster  said that the
Subcommittee needs  to contemplate  the structure  of the statute -
under the statute,  a  Phase I unit  can apply for  an extension,  but
the  idea  of  a "Phase  I umbrella" is not clear.   He noted that
some of the  confusion can be attributed to the fact that parts of
the  statute  were  written at  different times.   He said that the
Subcommittee needed to come  to a conclusion on the direction that
should be taken.  Rachel Hopp added that the Phase I to Phase I
transfer .will drawdown from  the  reserve, resulting in fewer
control units.  Bill  Samuel  said he feels  this was contemplated
in the legislation-                    .      .

Ned  Helme asked about partial transfers, i.e., only move 10,000
tons of the  40,000  tons  available  for transfer.   He noted that
the  scenarios in  P17  look at what  happens  if the entire 40,000
tons is transferred,  but do  not  address partial  transfers.
Specifically, he  asked whether the remaining 30,000 tons could be
used for  other  units  and how this  would impact'the drawdown on
the  reserve  (i.e.,  how do you "score" a partial  transfer?)   Jerry
Eyster responded  that the compliance plan  should credit those
allowances towards  that  transfer.   Dick Abdoo added that the
"leftover",  in  this case 30,000  tons, could either be applied to
other units  or  sold.   Both Rachel  Hopp and Jim Markowsky added

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                                                              P21

that the additional drawdown from, the reserve for the transfer
units occurs only in 1995-96/and that the units would have to
meet the 2.5 Ibs/mmBTU emissions  rate in 1997 as a whole.

Jeff White AEP added that 404(d)(l) defines an  eligible  extension
unit as: (1) a unit that employs  eligible Phase I technology; or
(2) transfers its emissions reduction obligations to a unit
employing eligible Phase I technology.  Jerry Eyster agreed that
either interpretation can apply,      -      '   •  ...  ••'
                                                1 •*."'.   .
      1    •       •  '•.  '             '  •       ••          *    "
Dick Abdoo asked the Subcommittee if .there was  consensus that -
Phase X .to Phase I transfers 'are  allowed.  The  Subcommittee said
there was consensus. •-,'.-  .•-       :..

He asked if there was consensus that!Phase I units can transfer
their emissions reductions.obligations to Phase II 90% control   .
substitution units, as long as there is.no overcommitment. -The
Subcommittee said there was consensus.       ••,.'•••           '
                        "       •   '  •'        •-•*i
Rachel Hopp mentioned that the cap  for overcomittment is  »> .,-'•'
determined by the control unit.   Jim flambright  clarified that"
this was the case only until 1997.  Brian.McLean asked about the
impact on the bonus allowances.   Rachel Hopp asked the      ••:•*•
Subcommittee whether,bonus allowances should'be included"in
assuming overcommittment, and what  their understanding was of how
overcommittment was determined. -  Several Subcommittee members
responded that the determination  is based on emissions reductions
by the control unit over its basic  allocations; they added that
it should not include the 2-for-l bonus allowances for 1997-99.
                         '            •     ". •?
Dick Abdoo asked if there was .consensus that, .multiple transfer
units are/allowed,, not to-exceed  emissions reductions achieved.
The Subcommittee .said there was consensus.    .  ,  .

He asked whether transfer units should be limited, to one plant or
whether they could be any unit within a system.  The Subcommittee
agreed the unit could be,any unit within a system and did not
need.to be within the same plant..         •     .       .

Jim. Hambrigtit asked, whether the transfer unit could be part of
another system.  Rachel Hopp said,that this could be done from a
permitting standpoint.  She said  the Designated Representative
concept could be used to deal with  the "control" issue,  and that
cross-referencing compliance plans  would*be needed..  v        , .
Ned Helme added he felt that the  transfer should be .allowed to
any eligible unit, and not limited  to a plant or system.. Jim
Hambright said he did not think this would be a problem  for the
control agency, but noted it could  pose a problem .for the PUC.
Rachel Hopp added that if there was one Designated
Representative, this could deal with the concerns about

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        • ".  •           •      '      •  .-           ,         .   . P21

 transferring to a unit outside  a plant  or system.   Jim Markowsky
 asked Bill Steinmeier to comment on what problems transferring
 across states present.  Bill Steinmeier replied he could not
.anticipate what the problems might be at this point in time.

 Rachel Hopp suggested that,  in  developing the compliance plan, a
 utility might need to make it clear to  the PUC that this was the
 approach they were going to take.   She  added that this might
 create some uncertainty for the utility.   Bill Steinmeier said he
 would bring this issue up at the NRRI meeting.  Dick Abdoo said
 he thought .the Subcommittee should recommend that transfer to'.
 different  systems in different  states be allowed and said that
 the PUCs will need to consider  how they want to deal with this.
 Vicki Tschinkel mentioned cross-jurisdictional boundaries - that
 the state  or, more likely,  the  local jurisdiction,  could disallow
.this type  of transfer.  Jim Hambright added that,  if there were
 concerns about general environmental impacts,  the state would
 definitely be concerned'.   Vicki Tschinkel added that another
 concern was how permits were coordinated between local
 jurisdictions and states.   Rachel Hopp  restated'the importance of
 having a clear definition of'Designated Representative.      -  '.,

 Jerry Eyster asked whether a decision had been made about
 transferring to a Phase II unit.   Rachel Hopp noted that the
 general thought had been that utilities would scrub their
 "dirtiest1! units, (i.e., would scrub a Phase I unit).   Jerry
 Eyster said that, in some cases,  the amount of emissions from a
 Phase I and Phase II unit could be close; therefore,  it might
.make sense in some cases to scrub a Phase II unit.   Ned Helme
 clarified  that the Phase II  unit come in as a substitute unit.
 Jerry Eyster responded that this might  result in a  restriction on
 the Phase  II unit that it must  be within the, same system..  Rachel
 Hopp clarified that the limitation on substitution  units is that
 they, must  be "under the control", of the same owner/operator as
-the Phase  I unit, but that the  term "under the control"  was not
 expressly,defined in the law.   She added that the regulatory
 definition should allow for maximum flexibility.   She referred, to
 her earlier discussions of Designated Representative as  possibly
 providing  the necessary level of control.  Jerry Eyster  said that
 if substitution is used,  the utility could get more "bang for the
 buck" (he  briefly described  the need for allowances in 1995-96
 vs.  waiting until 1997 to scrub).  .Jim  Hambright asked for
 clarification and whether it was the intent of the  Act to allow
 this reserve of allowances to be used for. Phase II  units.   Brian
 McLean explained that this would allow  a utility to defer part of
 its Phase  I control - the substitute unit would serve as
 "backfill" for the Phase I unit.

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                                                               P21

'Jerry Eyster asked whether a substitution will consume the.
 available allowances.  Brian McLean and Rachel Hopp explained
 that the allocation to the substitute unit does not impact the
 3.5 million allowances.  Since the Phase II unit would not
 consume the 1995 and 1996 allowances'from reserve if it was
 operating at less than 2.5 Ibs/mmBTU.

 Dick Abdoo asked if the Subcommittee had reached consensus that A
 Phase I unit can- transfer to a Phase II unit.  The Subcommittee
 said there was consensus.                          .

 He asked if there was agreement that transfers, could occur
 outside the unit's system, if there was a' single Designated
 Representative responsible for the control of the unit.  The
 Subcommittee said there was consensus.

 Rachel Hopp noted that this issue relates back to the issue of
 Designated Representative, and added that the Subcommittee had •
 not agreed on how this concept would work. . Dick Abdoo said that
 the definition of Designated Representative was more of a legal
 question than a .technical question.  He suggested that the owners
 could warrant a representative.  Rachel Hopp suggested that,
 rather than try to define this term'.here, EPA will develop some
 procedural options for designating a representative and will send
 them to the Subcommittee for review/  Mr. Abdoo agreed with this
 approach.               •         ".  .
                     **'*'    '*..                 "•"-,
    **     V             "      ,     *             1   • •     I-.--'*
 Regarding minimal criteria for ranking applications,  Rachel;Hopp
 explained the need to specify criteria for the applications' for
 presumptive rankings.  She clarified she was not discussing .the  *
 requirements for full permit application, as these will "be .
 defined through the 18-month rulemaking process.  The purpose
 would be to ensure that ranking applicants who are not making a .
 good faith effort do not tie up a presumptive place in line.  Tom
 Maiman asked about penalties for false certifications. . Rachel
 Hopp said that EPA had not considered this, at this time.

 Jim Hambright asked about the timeline.  Jim Markowsky.said that,
 in order to get a scrubber in-place by 1996, utilities should,
 have drawings completed and signed contracts in place with
 vendors by August. Jerry Eyster said that if this was the case,
 why was an expedited rulemaking needed and asked what .information
 was .needed to influence their decisions.   Jim Markowsky responded
 that while the utility will need to have signed a contract with a
 vendor by August in order to install by 1996, the utility still
 needs to know as early as possible whether they will  get the ''
 extension -i.e., .'whether they can move forward with the contract,
 which will include some type of cancellation, or escape clause, or
 whether they need to develop an alternative compliance strategy.
 He reiterated that the planning process is very lengthy and that

-------
                                                             ' P21

if a utility will have to change its plans, it needstto know as I
soon as possible.                      :         • '  '»     ': .       .

With respect to what should be included in an application for a
presumptive ranking, Mr. Markowsky argued that the requirements
should be rigorous, and include the detailed drawings and
specifications for the scrubber, in addition to certification
that a contract had been signed.  Rachel Hopp asked whether this
approach would result in some utilities being excluded.  Bill
Samuel added he did not think  utilities who,were "not as far
along" should be penalized.  Jim Hambright said that the industry
cannot afford to have frivolous applications tying up places in
line - by the time EPA has made the .determination that these
applications are inadequate, it will be too late to reallocate
these allowances.

Dick Abdoo suggested the application include preliminary
engineering drawings, .preliminary cost estimates and preliminary
alternatives (similar to the level of detail of what might be
included in a notification for repowering).  He added that EPA
should not require a copy of the contract itself, in order to
protect the competition between vendors.  Several Subcommittee
members concurred with this idea.                .            '   V

Jim Markowsky argued that the "minimum" requirements for the
application should be rigorous, to ensure that only utilities who
are serious apply.  He added this approach will reward those
utilities who have done their homework and made an effort to move
forward.  Vicki Tschinkel suggested that the application include
a sign-off by the PUC.  She' added this would avoid the need for
including, the actual contract in the application, which she feels
does not make sense.  Dick Abdoo pointed out that PUCs operate '
differently as far as approval and sign-off procedures and that
not all PUCs require that approval.  Several Subcommittee members
mentioned that they had not been aware of this, but agreed that
such a sign-off would not be practical since it was not required
by all PUCs.

Luther Heckman stated that the application should not be of such
length that EPA has to go through "reams" of paper.  Rachel Hopp
mentioned, as_ an option, that the applicant certify that there
has been some type of public involvement.  She asked whether EPA
should create a process, through the early rulemaking, that would
ensure minimal due process,  several Subcommittee members
disagreed with this approach.  Tony Earl said he strongly
disagreed with a public involvement step, adding that every state
and PUC works differently as far as PUC requirements and as far
                                8

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                                                              P21

as public participation requirements.  He recommended that public
involvement not be applied at this stage.  Rachel noted that
delaying public involvement  increases uncertainty,'since there Is
the possibility for public opposition later in the process.

Jerry Eyster said that the criteria for the application should be
such that the people who have moved forward - who have reached;
some threshold first -are.rewarded.  He argued that equity was
not an issue; rather,.the Subcommittee needed.to define what the
"threshold" or "test" should be to .determine if a utility can •
qualify for a presumptive ranking.  Paul Feira asked what would
happen to those who were not planning to get their scrubbers on
until later - would this approach exclude these people?  Rachel
Hopp noted that if the criteria are too strict* and people feel
they are being excluded, this.could impact on the success of an
early rulemaking.  She reiterated that, if people in the
regulated community disagreed with this approach, the rule may be
challenged, resulting, in a delay or blocking of the early
rulemaking.                                              ...-••

In terms of possibly excluding people, Tom Naiman said he did not
feel that.the Act contemplated equity and that the intent was to
reward those.who are prepared.  Rachel Hopp said that the intent /
of Act was to provide maximum flexibility and that the permit
application was not intended to impose an undue burden on the
regulated community.  Tom Maiman responded that because there is
a fixed number of. allowances available, the Act contemplates that
someone-will get left out.   Rachel Hopp reiterated that, if the
criteria are.too strict, the early rulemaking will not get off
the ground.                                                 '

Bill Samuel asked if the purpose of the criteria.was to try to
define a "minimal level of seriousness" on the part of the
applicant.   Dick Abdoo said  that there needs be trade-offs for
this early rulemaking and reiterated some of Rachel Hopp
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  .'..."                        ' • •'  •                   .   P21

Jerry Eyster suggested that one alternative might be to  limit the
extent to which a permit application could be modified,  i.e.,
hold people to what they say they are going to do in the
.application (with the understanding that the application will
need some fine tuning).                                  •

Jim Markowsky asked Rachel about the schedule for an early
rulemaking.  Rachel Hopp used an example that to promulgate  in,.
August/ with a one month comment period in July, would mean  the
rule would be proposed in June.  She added that the full ARAC
Committee still needs to reach agreement on this issue and that
the decision to waive OMB review rests with OMB and not  with EPA.

[NOTEi During the full ARAC meeting on January 29,1991,  Eileen
claussen made it clear that the earliest date for publication of
an early rule would be November and that OMB reviev would  not be
waived.]                                                         -

Jim Markowsky said that the utilities who are serious are
thinking about this now, and have been looking at compliance
strategies for the last several months.  Therefore, he feels that
these utilities will not object to stringent application
requirements, including drawings and contracts.  Rachel  Hopp ,   ",
added since EPA will not have the full permit review process in
place for an early rulemaking, the more straightforward  the
review for .a presumptive ranking the better.

Jerry Eyster suggested that another way to reduce frivolous*
applications would be to prohibit utilities from selling or
transferring their "place in line11.  There was general agreement
that this criteria be added.

John Daniel asked Rachel how comfortable she was that OMB  will
allow the expedited rulemaking.  She replied that this issue had
not.been discussed with OMB, so she could not say.  She  noted,..
however, that if there is full ARAC Committee consensus, this
will help.  She added that the ARAC Committee needs to reach
consensus/ not only on the need for an expedited rulemaking, but
also on what needs to be in the rule  (i.e., the scope of the
expedited rulemaking).  Dick Abdoo suggested that 2-3 members of
the Subcommittee meet to try to define the "minimum11 requirements
for an application.  Rachel Hopp mentioned that they should
develop, options and that these options could be put forward  for
comment in the proposed rulemaking.  Brian McLean asked  if anyone
was aware of other types of certifications or "statements  of
tests" that might be appropriate for this circumstance.  Jim
Hambright said he was not aware of any binding certifications.
                                10

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   . •       .                                                    P21

 Dick  Abdoo suggested that- another incentive to avoid frivolous
 applications would be to consider how the PUC categorizes project
 planning costs (which the PUC may allow the utility to recover
 through rate increases,,  etc)  vs.  expenses (which generally cannot
 be recovered through such things  as.rate increases).  He said
 that  if an applicant were to file with a PUC, the dollars for
 developing the application could  be accumulated as planning
 dollars.   If the-utility backs out,, .the dollars would become
 expense dollars.   Vicki  Tschinkel said.that hot all .states
 .operate .this way.    •  ••"'•'"

 Rachel Hppp asked' if there was any way to run some of these ideas
 by some of the utilities.  Dick Abdoo mentioned the NRRI and UARG
 meetings this week.   Ms. Hopp asked the Subcommittee members to
 please emphasize  in their discussions with utilities, .that the
 early rulemaking  is a preliminary suggestion.  She reminded the  •
 members that EPA  has been advising utilities not.to submit
 applications> and that EPA will not review applications until the
 final rules are promulgated in May of 1992;  and that this will
 not change until  there is a formal decision by EPA to move   ~
 forward with an expedited rulemaking.  Dick Abdoo concluded, that
 the Subcommittee  is not  in a position to take the .details of this
 recommendation to the full Committee tomorrow; this'.will have to,
 be done in February.   However,  it was agreed that the
 Subcommittee had-reached consensus on the heed for an expedited
 rulemaking and *he will bring this to the full ARAC Committee. .'
 Rachel reminded the Subcommittee  that under the'expedited
 rulemaking,  the reserve  will not  have been established, i.e., the
 3.5 mi lion will be the presumptive reserve.   Under the full  „'
 rulemaking,  this  reserve will be  established,.using the specific
'formula,.in the statute.                        ;

 Break .-.-'•    •    «      *•,-.'

 Rachel Hopp referred to  Scenario  2 and raised the question - if a
 unit  scrubs before 1995  but after enactment,  does the unit get
 the 50,000 allowances from the reserve during 1995* and 1996, as
 if it were not controlling, or only1bank the difference between
 its basic allocation of  50,000 allowances and the 90% reduction.
 Tom Maiman said the unit gets all the allowances.   Jim Hambright
 said  that this would minimize the pool available for units that
 heed  the  additional time to add a scrubber.           ,
           • *••        ' '    -•':'•          i  .     -,
 Rachel Hopp asked'the Subcommittee if they were in agreement that
 the statute contemplated this allocation as  indicated by Mr.
 Maiman.,  The.Subcommittee members were • in agreement.
   -••-•' -'•  *..:<•         '• .  "    .•••'•             '"
 She then  asked about a unit that  was scrubbing before enactment.
 Several Subcommittee members suggested this  would not be a Phase
 I  unit.                                             : ,

    •••'•'      - ' '           11

-------
Vicki Tschinkel asked Ms. Hopp to clarify the timeframe for
"already" scrubbing.  Ms. Hopp responded this meant scrubbing.
before enactment.  Tony Ahern asked about retrofit scrubbers.
jerry Eyster and Jim Hambright said that any. retrofit unit would
need to be listed as a Phase I unit in Table A to be eligible to
receive Phase I extension allowances.  There was a general
discussion among Subcommittee members about the list of Phase I
units. .Rachel Hopp explained that the table was based'on 1985
data and some of the units may have installed scrubbers between
1985 and enactment. The question .was whether a unit was. still in
the system, if it no longer met the requirements.  Jerry Eyster
said that once a unit is listed in Table A, it can not, "get .off",
the table.  It was agreed that if the unit was listed on Table A,
the unit was a Phase I unit.          ,                .•/.,..

Rachel Hopp mentioned that the intent of the provision was to
encourage scrubbing.  Several Subcommittee members agreed and
said that it clearly was the intent of the Act to exclude those
units that were scrubbing prior to enactment.  The 'question was
whether there are any listed Phase I units that are already
scrubbing.  Jerry Eyster suggested that the Subcommittee find out
how many Phase I units are already scrubbing...  Dick Abdoo said,
based on information available to him, there are no Phase I units
that have gone out and installed scrubbers.  He, however, agreed
to verify this information.  Jerry Eyster raised the issue that
some states have acid rain provisions and these may have forced
early scrubbing. .Rachel Hopp added that there are some units
that will scrub regardless of this provision.  Steve Winberg.said
that the Subcommittee should not redefine an "affected unit".  .

Dick Abdoo then asked the Subcommittee to discuss the "lottery" ,
concept.  Rachel Hopp said that a lottery had been discussed as a
way to deal with applications coming in on the day the 3.5
million allowance reserve was exceeded, and as a mechanism for
determining first in line.  She mentioned that she had spoken to
OGC and was advised that this could be done.  Tom Maiman
expressed concern that utilities might sue if they do not "win11
in the lottery.  He also suggested that utilities might feel
pressure to sue from the PUC, since it is not clear what the PUC
would do if their utilities did not receive the extension.
Rachel Hopp clarified that Section 307 of the CAA allows only 60
days for a rule to be challenged.  If there is no challenge
during this 60 days, then the rule will stand.  If the rule is
challenged after 60 days, the suit would not have standing and  ~
would be defeated.  She said, though, that the rule will have to
get through the 60-day period.  Jerry Eyster asked if any suit,
regardless of merit, could stop the lottery.  Ms. Hopp said if
there is any challenge, this would need to .be .resolved first
before any lottery could give the applicants the level of      "
certainty desired.        *                                  -.  ,  ;

               : -     '           12           *-*.     '       •

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                                                               P21

Jim Hambright suggested that an alternative plan was needed,  in
case a lawsuit was filed.  Ms. Hopp said 'that the key to  limiting
the possibility of a challenge was to get full agreement
(Subcommittee, Committee and with the regulated community)  on the
approach to the extensions.                             .
               '

Jim Markowsky.- said he did not -feel a utility could run'  their
business by, lottery.  Rachel Hopp said there seemed to  be two :
options for the lottery: (1) conduct a lottery only for 'those who
come in on day one (i.e., everyone who comes in on or before  this
first day is treated the same); or (2) rank everyone who  comes
in, based on the day they come in and have a lottery for  those
applications that arrive on the same day.

Jim Markowsky said that a utility might have an application for
each .unit (e.g., a large utility might have r!3 applications).
Rachel Hopp and .Dick Abdoo reminded' him that the utility  must tie
the control and transfer units into one application.  .However,
beyond that, it would be up to the utility to decide on a
strategy - either submit one application for all units  (win or
lose "big1*)  or submit multiple applications (win smaller,  but   '.  -
increase chances of winning) .                      -'.-'•"
                  ••                     »*             •
                 *       *                                  •
Bill Samuel suggested proration as an alternative to a  lottery.  '
If the applications received on day one were oversubscribed,  the
allowances would be prorated (e.g., everyone would get  say  92%).
He -added that the intent of this provision was to encourage
scrubbing and to protect the economics involved.  He argued .that
an all or nothing ^lottery would not be consistent 'with  this
intent.
   ,     '    ~ *••  "       '.     ~                   t
Ned Helme commented that proration had been considered  in
Congress and rejected by the Conferees.        •

Jim Hambright said that if a. utility had only one unit, and the
allowances for this unit were prorated, the utility would have a
major problem.  He added that even with multiple units, there
would be problems ,if the allowances needed were "clipped1* .  Dick
Abdoo said that for a system, the utility could drop-off  the
least economic unit and still be O.K.  However,, a utility with a
single unit would, have a problem, as they have no other units to
"drop-off1* .   Jerry Eyster said that the . legislation does  not
allow for proration.  He said the law is specific on the  order.
Vicki Tschinkel added that a lottery would also fly in  the  face
of the legislation. ,• Rachel Hopp said that proration was
discussed and was rejected by Congress. Shelly Fidler (from the
audience)  said- that the conferees rejected proration, but that it
was not specifically discussed by Congress.  She said it  was
                                13

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                                                              P21

included in a package of House technical amendments that were
rejected, but that proration was hot rejected specifically.  Bill
Samuel agreed that this issue had not been specifically discussed
by Congress.

Steve Winberg said that it is likely that there will be
oversubscription on day one.  He commented that he did not think
the Subcommittee could develop a procedure for addressing first
come/first serve.  Dick Abdoo said that if the Subcommittee can
develop a procedure for notifying the utilities that there is
oversubscription, then the utilities may be able to negotiate
between themselves.  Tony Earl added that it would be the
utilities choice to "unbundle11 an application and go with a unit-
by-unit approach.  Steve Winberg asked what the options are for
utilities with only one or two units.  Dick Abdoo reiterated that
if a utility has multiple units, they could work with a proration
system; a utility with only one unit would not be able to do
much.  ...                                               >  .   . ' •

Rachel Hopp asked the Subcommittee to look at three options: (1)
strict construction, (2) lottery, and (3) proration.  Jim
Markowsky said he thought the statute's intent was "all or none",
and both he and Jerry Eyster stated that proration could not be  ,
an issue, as it was not allowed by the statute (Jerry Eyster read
the wording from the Act).  Rachel Hopp noted that it is an issue
since it has been raised by Bill Samuel as an option.  Ned Helme
agreed that there was no basis for.proration in the statute. •
Bill Samuel argued that EPA cannot act "in order of receipt" if
there is no mechanism.for establishing the order.            •

Jim Markowsky asked what the view of the PUC would be if a
utility were to tell the PUC that they did not receive the
extension because their number "did not come up" in the lottery.
Bill Steinmeier responded that, while he has a problem with the
proration idea (he feels it would upset the economics), he would
be more likely to understand a loss in a lottery - if the utility
could show that they had done the required planning and made a
good faith effort, but were not successful because of lack of
"luck", he would be .inclined to allow the utility to recover the
costs of the planning.   Dick Abdoo added that this seemed
reasonable.  Bill Samuel asked how proration would upset
economics.  Jim Markowsky responded that there was the issue of
frivolous applications.  Tom Hainan added that proration may
force people out.  Bill Samuel-argued that a lottery (1) had no
basis in the Act, and (2) does not serve the purpose or the
intent of the Act. -                      .
                                14

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       •               •-..            ,     ,
 Steve Winberg asked how'much a utility would have .to invest in.
 order to be allowed to participate in the lottery.  Dick Abdoo
 said that was something the Subcommittee was going to. address and
 mentioned that several members had agreed to develop a draft of:
 the criteria.   *                   .      -

.Dick Abdoo summarized,the alternatives discussed by the
 Subcommittee - (1)  stand in line; (2) treat all applications
 received on day'one equally, .and, if oversubscribed,.conduct a
 lottery;. (3) proration..* He then conducted two strawman votes of
 the Subcommittee members - for ,the first vote, stand in line and
 lottery were grouped..  The results were 2 members for proration;
 the remainder ,for. stand in line or lottery.      .      .

 Jim Markowsky said he would like to see how other utilities felt
 about these options.   Luther Heckmah pointed put that the.stand  .
 in line option might be one of the best in terms of ensuring the
 seriousness of .the applicants. ..           -   .   .  •. • ••„

 Dick Abdoo suggested that, the Subcommittee take a strawman - !
 position on stand in line or lottery and try to:get feedback from
 the utilities during the NKRI and. UARG meetings.
                 • .   '          '      •«'•'-     , •      ' *            /
 Bill Samuel-asked if the vote could be taken again, ..separating
 stand in-line from.lottery.  The strawman vote was retaken and
 resulted in 2 members for proration;,6 for lottery; 4  for stand
 in line.           "                                .        .

 Rachel Hopp asked whether frivolous applications could be
 .minimized by requiring the Designated Representative to be the  -
 one to stand in line. The Subcommittee members felt this would be
 too restrictive.

 Vicki Tschinkel.said that the Subcommittee needed to discuss the
 proration issue further.   Jim Hambright suggested the possibility
 of proration for the transfer units only.   Rachel Hopp asked what
 would happen if the allowances were used-up on the control unit,
 and nothing were left for the transfer unit.   She added that if a
 utility submitted an application linking the.control and transfer
 unit(s)> it can be assumed this was done for economic reasons. •

 Jerry Eyster added that proration creates another set of outcomes
 and increases the  level of uncertainty.  . Bill Samuel, argued
 whether the role of 'the Subcommittee was to reduce uncertainty. ,
 Rachel Hopp responded'that the heed for. certainty is what the
 Subcommittee has said is needed,  and is  the basis, for requesting
 the expedited rulemaking.                    '..-.        .  .

 Vicki Tschinkel asked about Scenario 3 and whether the charts
 were right.   Jim Markowsky said that the charts were consistent

              ••''-.•     is   ''•

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                                                 ,-'-.- P21

with his paper and explained the basis for the calculations, as
follows: the 40,000 tons was the amount available for ~
distribution, regardless of the number of transfer units  (i.e.,'
the emissions reductions from the control unit was the limiting:
factor, not the number of transfer units).  There was a general
discussion among Subcommittee members regarding the chart  in
Scenario 3.  Rachel Hopp clarified that the column for "annual
reserve allowances heeded1* applied only to 1995-96, and repeated
the subcommittee's earlier agreement that the allowances
available,to the transfer units could not exceed the allowances
generated by "over-control" of the control unit (in this case the
control unit overcontrolled by 40,000 tons; therefore, 40,000  .
tons is available for distribution to the transfer units)*  Only
the control unit receives bonus allowances in 1997-99.  John Wood
(from the audience) added that, in determining the cumulative
allowances from the reserve for the control unit, the allowances
in years 1997-99 were added together i.e., 14,000 tons per year  '
for a total of 42,000 tons, which must be added to the annual
reserve allowances needed in 1995-96 (50,000 tons/yr) to
determine the drawdown from the reserve.  Jim Hambright added
that the bonus allowances are not available for use in 1995-96.

Dick Abdoo suggested the Subcommittee seek input from NRRI and
UARG.  He noted that the Subcommittee was divided at this point.
Tom Maiman questioned how useful this input might be, considering
that this will be the first time many of the members of NRRI and
UARG have heard about this issue.  Dick Abdoo responded that he
did not expect' this input to be definitive, rather this was an
opportunity to obtain additional information.

Dick Abdoo then took a strawman pole of preferences for (1)
proratioh if no lottery - no hands; (2) stand in line if no
lottery - few hands; (3) stand in line if no proration - no
hands.  Steve Winberg added that it was hard to vote without
knowing'What the ranking application requirements will be.  Jim.
Hambright suggested these requirements not be too restrictive.
Dick Abdoo agreed, but said that some restrictions were
necessary.

Dick Abdoo summarized that four Subcommittee members had agreed
to develop recommendations on what constitutes a valid permit
application for the purposes of the presumptive ranking.  He said
this will be discussed with NRRI and UARG.  He asked for
volunteers to draft recommendations regarding the Designated
Representative issue. Rachel Hopp suggested that EPA develop the
first draft. .She said that EPA would need to have minimal
procedural safeguards for establishing a person's Designated
Representative status.  In that way, if someone were to challenge
a designation,  EPA could rely on the representative's
demonstration that the procedure was followed.  Dick Abdoo asked

                               '-16   ...        .  -       .   '

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                                                             . P21

Rachel to get this to the Subcommittee for the conference call in
February.' She agreed to try to have something drafted by that
time.  Dick.Abdoo said he was looking to have a draft of the
ranking application requirements by next week.

Break      '     ;.     '-...•'_-.

Dick Abdoo suggested a reverse in the agenda order for the
afternoon discussions - .substitution' plans, reduced utilization,
then repowering if there is time.  He then suggested that they
move to the next topic, as Luther Heckman had not returned from
the break.              * •                          .  ,
Reduced Utilization

Ned.Helme led the discussion.  He handed out a revised options  ,
paper.  He briefly reviewed the main points of his paper.
regarding the threshold test for utilization applied on a.system-
wide basis.'  He said that, during the.last conference call, the
Subcommittee had agreed with this concept of a system-wide  ,
approach, and the idea that the utility.would only need to, look
at the individual units if utilization fell below the threshold  ,
level (the baseline established during 1985-87).  He said that
the issue that was not-resolved was whether this ..test applies , •
prospectively or retrospectively.  •      ,

He mentioned that if a plant goes down unexpectedly, the
allowances are freed up.  In this case, the utility needs to
identify the compensating unit and the allowances that need to be
recovered.  Alternatively;.the utility could give-up those
allowances.  He mentioned that.there is a need to be            .
retrospective, and he'feeIs.Section 408 requires that the utility
be retrospective, in addition to being prospective.  Dick.Abdoo
asked what would happen if utilization were reduced because of
conservation.  Ned said that if there is demonstrated/certified
conservation, the utility should be able to keep these .
allowances.  Tom Hainan added that it may be difficult to certify
that the change was due to conservation vs. a shift in load.  Ned
Helme agreed.           .".   / .
Jim Markowsky added- that other unforseeh causes of reduced  .
utilization include weather and economics., He mentioned that the
approach presented by Ned could almost be viewed as a "cap".  Ned
Helme agreed that the statute sets no cap on emissions during
Phase I.  Tom Maiman clarified that he was .concerned .about what
happens to a Phase I unit in the case of a catastrophic event .
He .said1that the utility would now have to pick-up the capacity
with a Phase II unit or a non-affected unit and asked what
happens to-these units.  Ned Helme responded he did not think

  ..  '                 •-          17

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   - •      .                                                     P21

 that  the utility should have to bring-in a non-affected unit
 under such  circumstances (e.g.,  if a turbine blows).   In this
 case,  the allowances would be freed-up for use.   Rachel Hopp
 asked for clarification as to how this would be  handled in the
 compliance  plan.  Ned Helme and Brain McLean said that the
 utility would need to indicate,  as part of the compliance plan/
 that  the utilization of the Phase II unit would  be increased.
 Jerry Eyster added that there would need to be an administrative
 presumption that the utility would use the allowances freed-up by
 the catastrophe on a compensating unit (i.e.,  the utility could
 not "benefit" from a catastrophe).  Several Subcommittee members
 agreed.  He added that the utility would want to avoid  bringing
 a compensating unit into Phase I,  along with the associated
 implications of a Phase I unit.

 Brian McLean said that the utility could include reduced
 utilization of a Phase I unit in the compliance  plan,  but that
 there was no way to include a "planned" catastrophe in the
• compliance  plan.  Rachel Hopp asked how other "unplanned causes"
 of reduced  utilization (e.g.,  weather,  economic)  should be
 handled; Ned Helme said these should be treated' the  same way as
 discussed for the blown turbine - if the utilization  is less-than
 the baseline, then the utility either forfeits the allowances or,
 identifies  a compensating unit.   With respect to unforseen
 changes in  economics as a cause of reduced utilization, Jim ,
 Markowsky asked what should happen in the case where  the
 economics changed by 10%.  Ned Helme said he did not  think a 10%
 change would occur within the timeframe they were concerned with
 (about 10 years.from the baseline years of 1985-87).   Jim    ".
•Markowsky agreed.          '          .    '.-.'•

 Jim Markowsky said there is a need to remain flexible and to be
 prospective,  but that he does not agree with Ned Helme about the
 need  to be  retrospective.  He feels this is a major point of
 departure that needs to be discussed by the Subcommittee.   Rachel
 Hopp  said that,  if reduced utilization is used as a compliance
 method, then there needs to be some level of retrospective review
 to ensure compliance.   Jim Markowsky responded that the utility
 cannot'predict changes in weather or economics.   He.said that the
 utility uses the best information available at the time the
 compliance  plan is prepared to make projections.   He  argued that
 there is no need for the utility to be retrospective  when:  (l)
 the change  in utilization is not under the utility's  control;  and
 (2) the utility is not exceeding its emissions limits.

 Rachel Hopp said,  without being retrospective a  utility would not
 know  if the utilization-had been transferred to  a compensating-
                                18

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                                                               P21

 unit or if there had been a shift in .load.   Jim Markowsky said
 that this type of accounting is already done on a state basis,.
 and that it is an accounting nightmare,  pick Abdoo reiterated'.
 the complexity of this issue and asked'.Walter from his staff to
 discuss.             .     ',   '

 Walter  Wolf (from the audience) said that the purpose of Section
 408 His  to prevent "gaming1*., but that-there .are also normal
-fluctuations in utilization/ as when a unit is taken off-line for
 repairs.   He said that:  (1) any compliance plan must.be in good
 faith and must be enforceable;  and (2)  if a utility is running
 under Phase I and something unplanned occurred to the extent that
 this unit is no longer operational,  the utility should not be in
 a  position to loose allowances.  He  feels Ned Helme has ignored
•the scenario'where all utilization would come from Phase II
 units.  --•'--    <  •      -- •   ••      '•  _  -•     .   .'•;.''
    •w       _                          '                        - -

 Rachel  Hopp raised the issue of enforceability.   If the
 compliance plan says that allowances will be provided to
 compensating units, how is this enough'information on which to
 make a  compliance decision? She said that without information on
 generation, there is ho way to  verify reduced utilization by.the
 unit.  She argued that some type of  check is needed.            >

 Jeff White (audience)  said that the  Congressional Record (May 17,
 1990) does not support Ned's "retrospective" concept.   He said
 the Senate and House reports spoke in prospective terms.  He said
 that Section 408 differs from earlier versions and that
 408(c)(l)(B)  is extremely broad and"general, and mentioned that
 the compensating unit provision was  written over two years ago.
 He feels, however,  that if Congress  intended this provision to be
 "retrospective", this would be  explicit in the legislation.  He
 argued  that if EPA*a intent was to develop an independent
 regulatory system,  this should  have  been done through.the
 legislation and not at this point in time.   He said that the
 primary parameter is. tonnage of S02  and that no where in the
 legislation is it suggested that the compensating unit is a
 regulated,parameter.  He agrees with Ned's concepts on a
 prospective basis,  but argues that,  based on the House and Senate
 reports,  the retrospective concept is not supported.       *

 Dick Abdoo said that with Jeff's interpretation, a decrease in
 utilization of a Phase I unit that is "made up"  by a compensating
 unit would never be part of the'compliance plan.  Jeff White
 (audience)  argued that if Congress intended for this,  they would
 have included specific language regarding a -"retrospective'look".
 He questioned how well this was debated in Congress.   Ned Helme
 pointed out that a 20% fluctuation in generation threshold was
 considered by Congress and taken out, and said he did not believe
 Congress  fully debated this issue.

                                19

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                                                               P21

 Brain McLean noted that much of the legislation was written two
 years ago,  and since that time, a number of things'have changed.
 Originally it was assumed.that the compliance plan would be
 extensive.   .Now this, is .questionable; it depends on how EPA
 defines the compliance plan*.

 Rachel Hopp noted that, if reduced utilization is identified as
 an alternative method of compliance,  then the compliance plan
 would not need to .be revised.  If, however, it is not identified,
 the compliance plan would need to be revised in order for the.
 utility to use reduced utilization as a method of compliance.'
 Brian McLean asked what happens if reduced utilization is not
 identified, but that at the. end of the year it turns out that
 this happened - would the compliance plan need to be amended?
 Rachel Hopp responded that the statute would appear to require:an
 amendment,  and that this is where the need for a retrospective
 look comes into play.  If the utility fails to revise and meet
 the plan, it is in violation of the regulations.

 Jerry Eyster said that Ned's approach to accounting is fairly
 simple, but he is concerned about any requirements that would
.cause the utility to count on a "minute-by-minute" or "hour-by-
 hour" basis.  He said the Subcommittee needs to discuss what
 level of detail is needed.   Ned Helme added that the compliance  '
 plans need to be stringent, yet flexible - the utilities should
 be allowed to trade to.compensating units, but if they are
 allowed to shift load, this could destroy the concept.  Jeff
 White added that the line of thinking could be advanced either
 way - that it was hard to say what might trigger a lawsuit.   Dick
 Abdoo said that Ned's proposal seemed to leave the decision in
 the hands of.the owner/operator to trade the allowances or
 identify compensating units and keep the allowances.   He did -not
 see a basis for a lawsuit.   Jeff White.restated his argument that
 a retrospective approach would have been spelled out in the
 legislation, if this had been Congress's intent.  Dick Abdoo
 argued a retrospective approach is not precluded.  Jeff White
 argued that it is precluded, citing the verb tenses from the
 Congressional reports.
   *"-'-,                               '                       ~
 Rachel Hopp explained that the term "proposed compliance plan",
 refers to the plan which is submitted by the applicant; and that
 it is,distinct from the term "final compliance plan" referring to
 the plan.that has been signed-off on by EPA and for which a . .
.permit has been issued.  She stated that she did not believe the
 term "proposed" was meant to imply that the compliance plan
 should be prospective only, and that this terminology is used •
 consistently,  regardless of which compliance alternative is
 chosen.  Finally she noted that the statute made the planning
 obligation enforceable, requiring a retrospective look.


                                 20

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                                                              P2i

Dick Abdoo asked Jeff White what alternative suggestions he had.
Jeff White said that he has strongly argued that the-compensating
unit provision is-prospective.  Therefore, he proposes that
companies can "discharge the duty11 of this provision simply/ by
submitting projections of utilization for the Phase I unit.  If
the projection is equal to or higher than the baseline and EPA  „
agrees that the projection is reasonable, then the company has  >
meet the obligations under this provision.  Rachel Hopp asked.   n
what criteria EPA would use to determine if this projection was
sensible.  Jeff said that EPA could compare the.projection to the
Energy Administration-data available, and apply'the readily
foreseeable growth rates to verify the projection. '*•'•;  ;  '

Brian McLean asked about a 35 year old unit and how would EPA
know if there had been a drop?  Jim Markowsky said that there is
no basis to assume that this unit would cycle; the age of the -
unit is not important;  Brian McLean clarified that what he was
asking was how.valid.35 year old data were in projecting future
utilization?  Rachel Hopp added that she was concerned about the
resources needed to do this.  Permit application reviews to.  '.',;
determine if the projection was reasonable would be very resource
intensive.  She did not think these reviews could be done in a
timely manner,.and asked.what happens if EPA disagrees with a
utility's own forecast?  Jeff White said that Ned had opened the
door on making utilization a-regulated parameter.  He then asked
Rachel if she was concerned that.companies might falsify
forecasts.  Dick Abdoo said it was not an issue of whether the  ;
company would falsify a forecast, but. rather the difficulty in
developing a correct forecast.  Rachel Hopp reiterated her
concerns about the resource drain,of such an approach.  Jeff
White asked which was more resource intensive - reviewing the
reasonableness of a forecast once or'conducting retrospective
reviews year-by-year?  Rachel, argued that EPA has to do the
latter to determine the success of the program and that the    '"'' .
reviews would be based on actual data,, not on .forecasts.  Jerry
Eyster said the burden for a utility to calculate on an annual
basis if they went up or down is trivial compared to the bigger
burden'of developing a 5-year forecast.   '-* ; v  -v   ;  ' "

Jeff White and Luther Heckman asked about civil penalties.  Ned
Helme said he thought they would not apply.'  He said his approach
is trying to support a simpler approach to compliance. - Dick
Abdoo. suggested the Subcommittee give this further  * .
consideration.  He.suggested .they not focus on the "lack of    ;Y
discussion" in the Congressional record about a retrospective
view, since it seems clear that the Subcommittee members disagree
with Jeff White; and believe that the Act does allow a
retrospective- approach!.      *      -
                                21

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                                                               P21

Jeff White argued  that, under Ned He line's  approach,  the use of
compensating units creates  continuing obligations  oh the part of
the utility.  He argued that his approach  is. a  "one  shot**
-obligation and .that  a  continuing .obligation  with EPA'is not
advisable.  He also  said that he does not  read  the law as
requiring a threshold  level, therefore,  it should  not apply.   Ned
Helme responded that he is  only talking  about an approach
applicable until the year 2000.  He said the law does not
preclude his approach  and that the-law actually lays the
groundwork for his arguments.  Jeff White  responded  he did  not
feel this was valid.   He said the absence  of language should not
be used as a basis for an argument.

To clarify the issues, Rachel Hopp paraphrased  Jeff  White's paper
of i/11 for AEP: his argument is that the  initial  permit
application submission has  to have a  compliance plan strategy and.
if reduced utilization is proposed, then this must be addressed
in the plan..  Once the plan is submitted,  there is no further
obligation on.the  part of the company.   At the  time  of initial
submittal, therefore,  if the company  is  planning to  use
compensating units,  it needs to say so in  the plan.   However,  if
at the time of the initial  submittal,  the  company  does not  plan
to do this, this would not  be in the  plan.   If  this  company later
decided to use reduced utilization as a  compliance methods,  the
company would-be under no obligation  to  amend and  resubmit  the
compliance plan. Jeff  said  this was a correct description of his
position.  An amendment of  the Title  IV  compliance plan has to be
with the consent of  the owner/operator,  per  Section  408(b).
Rachel Hopp asked  him  if he .agreed that  the  compliance plan was
binding.  He said  he did, but that 408(b)(2)(c)  only requires a
statement.  Rachel Hopp clarified that the statement language
applies only in cases  where the company  plans to meet the
emissions limit by the compliance deadline (i.e.,  if the company
did not plan to use  any alternative compliance  strategies). * If
the company planned  to use  an alternative  method for compliance, .
then the additional  information required by  EPA regulations would
need to be included  in .the  compliance plan;   The compliance, plan
is binding and enforceable, but the plan can be amended at  any  .
time, if a different alternative is used at  a later  point in
time.  Jeff agreed with this.

Jim Hambright. said the plan should be amended prospectively.
Dick Abdoo asked who had the obligation  to amend the plan.   Jim
Hambright said the utility  has the burden.   Rachel Hopp added
that the test Ned  proposes  provides the  basis.   Dick Abdoo  said .
that if the utility  files a compliance plan,  then  determining if
the plan needs to  be modified should  be  easy for the utility.
Whereas for EPA to make this determination,  he  was not sure how'
EPA would get enough information to determine if a compliance
plan needed to be  modified.

        '                        22            -              •

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                                                              P21

Tom Hainan added that weather and other unforseen deviations
should not trigger a change to the compliance plan.  .Dick Abdoo
said that if abnormal weather causes a change, how does the
company explain its plans to keep the utilization up?  He said
that it might look like the company had a compensating'unit that
it had hot told EPA about.           "•           • -

Vicki Tschinkel asked' whether the compliance plan•should' include
recordkeeping requirements. . Dick Abdoo suggested there be an
annual report- of some, type on* how the company complied.  Vicki
Tschinkel added that,the definition of success is difficult.
Rachel Hopp' said tliat if a company can demonstrate that the
utilization fell below the baseline due to unplanned' events, such
as weather or economics, this might be treated differently than
cases where the company makes no demonstration.  She then asked
the Subcommittee about.the,.reporting requirement issue.  Jim
Markowsky said that a year-end accounting might be part of.some
type of year end report.  Jerry Eyster said there are a number of
routine.reports that utilities file already, though he did not •
think these reports would dove-tail well with the information on
utilization.     ,       '                                  -•

Jim Hambright said that the reporting requirement should be
somewhat dependent on EPA resources..  He suggested that reporting
on a more frequent basis might make more sense then sending in
reams of paper at year end.  Rachel,Hopp agreed.  Jerry Eyster
mentioned monthly .generation reports.  Rachel.said these would be
hard to use to tell the variation for the year.  Dick Abdoo said
that if the load is dropped off the dirty units> then the company
could get into trouble.                              .

Jerry Eyster asked if there was agreement regarding the"issue of
retrospective?  Jeff White said that there seemed to be agreement
regarding the use of the system-wide approach and the. threshold
test, but that the hang-up seemed to be the legal issue of
prospective vs. retrospective.  Tony Ahern, in the audience,'also
of AEP, said he agreed with Jeff, .-especially for smaller
utilities.  For example, he said that the Buckeye utility has  *
only 2 units.  With the "fix" that has been offered, he said this
utility would have to turn over its allowances.  Rachel Hopp and
Jerry Eyster both suggested that the utility can buy,power as ah
option.  Tony asked what the utility was to do if the unit was
out for 6 months?  Rachel Hopp suggested it could go to another
unit, bring in a. compensating unit - the goal is to ensure that
there is no increase in emissions;  Tony asked how a small
utility could do this - does the utility have to certify the  > .
emission rate of the power they are sold?  He added'.that, even if
the small utility had. a compensating unit, this, unit becomes a
Phase I affected unit,, which would pose.problems for the utility.
If the small utility does not have a compensating.unit, then.

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                                                              P21

turning in the allowances is the only option for smaller
utilities.                                   .

Rachel Hopp asked if the ability to "track" compensation is lost
as power is transferred over the grid (i.e., do we know where the
energy is coming from?)  Ned Helme said that the utility selling
the power needs to look at this; the utility would need to
determine this in order to make a decision about the rate for'
selling the power to another utility.                      •      '

Dick Abdoo, said it did not look like the' Subcommittee was going
to reach consensus at this time.  He added that he sees, no fatal
flaws in Ned Helme's approach, and recommended that the
Subcommittee give this issue additional thought.

Steve Hindak (audience) said that many utilities are planning to.
reduce utilizations at their "dirty" units and increase use of
the "cleaner" units.  He said he does not want to see any
disincentive for this.  He referred to the cost of dispatch in
1995 and added he did not want utilities to have to wait until
the year 2000 to make these changes.  Dick Abdoo noted that the
Subcommittee needed to work within the confines of the law.  He
added that any Phase II unit that is used to compensate becomes a
Phase I affected unit and will have to meet NOX requirements.
                                t*     '     • • *
Dick said there was more work to do on this and asked the
Subcommittee to try to.come up with something next week.

Substitution Units ' •'             '        '         •

Luther Heckman led the discussion.  He said he did not receive
any comments on his paper since the last conference call.
Several members indicated they had not had time to focus on the
issues.  He recapped the main points of the paper, 'and asked if
there were any items to be discussed specifically.  Rachel Hopp
said she would like to Subcommittee to discuss the argument
raised in the paper of whether, if a substitute unit is brought
in, the original unit is no longer affected.
                                      '
Tom Maiman said that for the affected units listed on Table A,
there is no way to make these units "unaffected".  Luther Heckman
said that this interpretation makes substitution a disadvantage
to a utility.  Rachel Hopp cited Section 404(c)(2) which says
that both the original and substitute units are affected under
this title.  Luther Heckman suggested the need to consider
another interpretation, in order to make substitution a viable
compliance alternative.  Brain McLean said he does hot see any,
way around the interpretation that both units are affected.  Dick
Abdoo.asked Luther to clarify what happens if both units are
affected.  Luther said'his concern was the NOX requirements.

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                                                              P21

Rachel referred him to.the NOX averaging provision.  Luther
responded that this was a double NOX requirement and asked the
Subcommittee to recognize that this interpretation essentially
removed substitution as a compliance tool.  Tom'Maiman reiterated
that the law does not permit this interpretation.  He added that
there were a number of cyclone units for which .the NOX
requirements would not apply. . These units could be.effectively
used as•substitution units. ;

Dick Abdoo asked if there was consensus that both the original
and substitute units were affected units.  The Subcommittee
members agreed.

Luther mentioned that in addition to this issue, he,would like to
receive comments on the other issues discussed in his paper.

Rachel Hopp asked for discussion'on the question of "control" by '
the owner/operator, and whether the Designated Representative has
adequate "control" to take care of this, or whether control
requires "significant ownership".  Luther Heckman said-that if
someone can state to EPA that they have significant.ownership and
had agreement to control the unit, the language of the Designated
Representative would need to parallel this idea.  Rachel
clarified that the idea of the Designated Representative was not
ownership, but control.  Jerry Eyster referred to the earlier •
discussions on the Designated Representative (during, the
discussion of transfer units).  Rachel Hopp said the question is
what does the term "control" mean, since this term might imply
within the same company.  She asked if the Designated
Representative could cover different utilities involved in
central dispatching?  Brain McLean.said that they need to
recognize the differences between transfer units and substitution
units.  He said, while the law does not preclude the Designated
Representative covering different utilities, it may not be
practical for.addressing the control requirements in the case of
substitution units.  Jim Hambright asked if "control" meant
control of dispatch?  Rachel Hopp said the term meant sufficient1
control to bind owners and operators, and could include control
over dispatch.   Tom Maiman said this could be a problem, since
the person who controls the dispatch may not be in control of the
unit.  The Subcommittee had a general discussion of the    ,   .
dispatcher's responsibilities.

Jim Hambright asked Vincent (audience) for clarification.
Vincent.said, that the operator just runs the boiler; the load
could come from anywhere.  Rachel Hopp said that the Subcommittee
is not bound by traditional CAA definitions of "operator".  They
can define operator broadly to include the dispatcher.  Jim
Hambright asked about legal, actions?  Rachel Hopp referring to
Section 402, said that the Designated Representative needs to be

                                25

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                                                              P21

able to legally bind the owner/operator.  Although the
ramifications of this have not been discussed, she said maximum
flexibility cannot be achieved unless there is at a minimum,
joint and several liability.  Tom Maiman said the operator has
control over compliance.  Rachel Hopp said the.question of
liability ', if there is multiple ownership, may be resolved
between the owners; however, EPA'does not want to become .involved
in those disputes, which are governed by contract and property
law.  Instead, EPA wants to deal with one Designated
Representative.  Tom Maiman said the Designated Representative
would need to get agreement from each dispatcher on compliance.
Rachel Hopp said this would be an issue for the utilities to deal
with internally.  Jim Hambright asked if the Designated
Representative would be criminally liable if he signed records
incorrectly?  Rachel Hopp said there is no criminal negligence
provisions for recordlceeping violations.  She said liability
would be similar to that of corporate officials.   Dick Abdoo
mentioned the NRC.

Dick Abdoo suggested EPA explore the role of the Designated
Representative.  Rachel Hopp said that if the'Designated
Representative is properly certified by some standardized
procedure, EPA will have what they need.  EPA wants to avoid
complex demonstrations.                                     -

Luther Heckman agreed to revise his paper, based on both the
original and substitute units being affected.

Dick Abdoo asked about issue B in this paper - should any.
limitations be imposed on units that are considered substitute
units?  Tom Maiman said that what if there are multiple units?
Rachel said the paper needs to be. modified to reflect this.

Dick Abdoo asked about issue C - representation based on
ownership and how to deal with a change in ownership. Rachel said
this had been discussed in terms of the Designated
Representative.  Dick Abdoo said that a change in ownership (if
it required recertification - i.e., the utility wants to change
Designated Representatives) would require a modification to the
compliance plan.  Jerry Eyster added that this should not affect
the initial approval.  Dick Abdoo said that any change in
ownership should require recertification of the designated'
representative.  Luther will add this to the paper.

Dick Abdoo asked about issue D - adequate documentation;  Luther
said he read from the Act regarding what was needed. Rachel Hopp
said that if the Act specifies 5 items, then all five need to be
provided.  Brian McLean asked if there was anything beyond the 5
items that needed to be provided?  Luther mentioned the idea of
commitment, but that he does not see anything beyond that.

                                26

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                                                               P21

Dick Abdoo mentioned that  issue  E was going to be  revised  per
today's discussions, then  asked  about issue F - demonstrations of
attainment.  Rachel Hopp explained there was a provision in  Title
IV that allows the Administrator to require demonstrations of
attainment.  Jim Hambright said  the underlying value  of  this is
that the utility must be able to certify it is in  attainment.
Rachel Hopp explained as further.background, that  generally  under
the CAA> states are-obligated to develop a SIP that attains  the
NAAQS; the utility is responsible for meeting the  SIP
requirements.'  Jim Hambright said that a number of units assume
they are in compliance' with the  NAAQS. • Rachel' asked  if  this was
a basis to require a demonstration in the case of  a substitution
unit?  Jim Hambright said  only if the substitution unit  is not in
an area in compliance with the NAAQS.
             .' - •   •' f. '  •:  •/•.'' ::  '
Jerry Eyster said that as  part of the submission,  do  we  want-this
type of certification for  each unit?  Jim Hambright said that
there should be a general  permitting requirement for
certification - not just for Title IV.  Rachel Hopp said that  the
Subcommittee needed to clarify the concept of "certification1*  ys
"may require demonstration1*.  Dick Abdoo said that the1  . -.  *  '
certification was that the utility is in compliance with.the
NAAQS.  Jerry Eyster said  that if the state SIP is not in
compliance with the NAAQS, how can you hold the utility  liable
for the inadequate SIP?  John Daniel said that in-Virginia,  there
is no grandfathering.  If  model  a new source, you  assume that  the
existing source is running wide  open, therefore it is common for
.the model to show that there are NAAQS violations.  Jerry  Eyster
asked under Title V, is there a  certification requirement  to get
an operating permit?  David Novello of OGC responded  that  not  for
NAAQS;  the certification  is for compliance with the  SIP.

Rachel Hopp asked for clarification.  Jerry Eyster said  that he
did not see why, if every  unit already had' a permit under  Title
V, there was a need to duplicate efforts.  Rachel  Hopp said  that
the sate operating permits may not be in effect at the. time
Phase I of Title IV is underway.  She reviewed the timing  for
permitting under the Title IV vs. Title V; and noted.that:the
states have 3 years after  enactment to develop^their  Title V
programs.     ...

Walter Wolf (audience) said that he would caution  against
certifying compliance with the SIP.  He said that  in  the case  of,
Wisconsin, the SIP has been pending for 6 years; therefore,  a  - ;
utility would not know what the  SIP is.  He added  that SIPs  have
been around for 20 years and that EPA has had time to enforce
against these.  He suggested EPA not add an extra  certification
requirement.                  .         .    •....'
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 -;    ..'-_'           -                •              .   •     P21

Vicki Tschinkel  added that one way of eliminating flexibility
would be  to require a certification that you meet all state
requirements.  A state may try to come in  and eliminate  things
like trading.  Rachel Hopp said that outreach to states  will be
needed.   She clarified that,  regardless of the certification
issue, EPA's issuance of the  permit does not limit what  a state
can do, if  there is a compliance problem with the SIP.   Jim
Hambright added  that EPA does have responsibility for enforcing
the SIP.

Dick Abdoo  said  that it now appears that the Subcommittee'does
not want  certifications in acid rain permit applications for any
non-acid  rain program requirements.           .

He then asked if there were any comments on issue G.   Jim
Hambright said no utility  should be allowed to raise  this as a
defense.  Jerry  Eyster asked  if an example could be provided.
Luther Heckman said he would  include one.

Dick Abdoo  asked about issue  H - need for  constraints.   The
Subcommittee responded they did not think  there should be any
unnecessary constraints; Rachel Hopp added other than Phase I.  '
                                                                 f
For issue I -partial substitution units,  Dick Abdoo  said this
does not  make sense,  he does  not know why  anyone would do this.
Several Subcommittee members  agreed.   Rachel Hopp explained that
a utility might  want several  units to make-up for the emission
reduction requirements at  the original unit,  referring to the "in
whole or  in part" language.

Luther Heckman will revise his paper based on these discussions.

At 4:30 PM,  Dick Abdoo said that the Subcommittee discussions on
the options papers were concluded.   The remainder of  the meeting
would be  a  presentation by David Novello,  EPA OGC,  on Title V.

David Novell© said,  given  the limited time remaining,  he would
provide a quick  overview of Title V as it  related to  Title .IV.

He began  with an overview  of'who must have a permit.   He said
Section 501 and  502(b)  deal with this.   Sources include  "affected
sources"  under Title IV, new  sources subject to Part  C&p,  new
..sources,  and major sources.   He added that there were no
exemptions  for major sources  which is the  biggest category.   He
mentioned that EPA is allowed to add or exempt other  categories
(unless it  is a  major source),  if EPA has  determined  that it is
too burdensome or impractical to regulate.-  He mentioned in the
draft Title V rule,  EPA is considering exempting non-major
categories.  Rachel Hopp added that EPA was not proposing to
exempt sources under Title IV.

                                28

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                                                               P21
                     ..."  '•£_  .•  -: •       -•' •:   It  ^  ,- ;i
 He mentioned that much .of the^Acid .Rain permit^requirements will
 be deferred to the acid-rain; ruiema3cirig!J «VHe^ mentioned some
 general Title V rules and some of the differences between Title V
 and Title IV:

      o   .If the utility has a timely and complete permit
           application under Title V, it is allowed to operate,
   .        even if the state has hot issued a permit.
'                 -                         -              ••"*',"*,
      o.4 Under Title IV, what is in the permit applications and
           the compliance plan is binding on ..the source and
           governs the operation.  This' is not the case for
           permits generally.      '                  ...

      o    The permit shield is modified and limited by the
           statute as to program requirements.•

      o    Timing - applications for Title IV may be. coming in
           before the state programs under Title V are in place.

      o    Under Title V, the permit is reopened to reflect new
           changes; if EPA or the state reopen for cause, this
           could impact the Acid Rain program. .  j   . •-:,        .  ',

      o    Title V permits are issued.for "up to" 5 years;-Title
           IV for a definite term of 5 years.

 Rachel Hopp referred the Subcommittee to the draft Title V
 regulations table of contents,  which references.. 3 sections that
 explain EPA's thinking on Title iv'and V integration.   She said
 the Subcommittee will have an opportunity to discuss this at;a
 later date.  She mentioned National Consistency - and:the need*-
 for the states to feel comfortable with whatever EPA decides.-  •
 Jim Hambright and Tom Maiman added that Title V does not provide
 for standard permitting other than for .Acid Rain. .    . '  ' - --/* ''•'

 David Novello mentioned the Title IV NAAQS demonstration
 authority.   He said, although this type of authority also exists:
 under Title V, EPA's approach will be to not require a
 demonstration, if there is compliance with the emissions'limits.

 Dick Abdoo thanked the Subcommittee for participating in the     <
 meeting.   The meeting was adjourned at 5:05 PM.
                                29

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V    •  •           •#'''•£'-5  '  ^Attachment  r £    j
                Subcommittee 'Members -Attending Meeting
   Richard Abdoo,  Wisconsin Electric Power
   Steven  Winberg,  Consolidated .Natural  Gas       ;   .
   William Steinmeier, Missouri Public Service Commission
   William Samuel/ United Mine'Workers of America
                             - "   t        •  ' . . .
  James Markowsky, AEP Services Corp.
  Ned Helms, Alliance for Acid Rain Control
  James Hambright, PADER Bureau of Air Quality Control
  Paul  Feira,  Wheelabrator Air  Pollution Control
  Jerry Eyster,  A.T.  Massey Coal Company          .
  Thomas Maiman, Commonwealth Edison
  Steve Burton,  sithe Energies          ,
  Luther Heckman,  Coalition for Environment-Energy Balance
  John Daniel, VA Department of Air Pollution Control
 Vicki Tschinkel,   Landers and  Parsons
 Howard,Fox for Bill Roberts/ Environmental Defense Fund
 Robbie Aiken for  Mark DeMichele, Arizona Public Service Co.
 EPA Representatives:1
 Rachel- Hopp,  ARD/OAR
 Brian .McLean, ARD/OAR
                                30

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