ALTERNATIVE INSTITUTIONAL OPTIONS FOR IMPLEMENTATION OF THE

              AIR QUALITY MAINTENANCE PROCESS
                                    Office of Transportation and
                                           Land Use Policy
                                    Air and Waste Management
                                    U.S. Environmental Protection Agency
                                    401 M Street, S.W.
                                    Washington, D.C.  20460

                                    September, 1974

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                                                                   11851
        ALTERNATIVE  INSTITUTIONAL  OPTIONS  FOR  IMPLEMENTATION OF THE
                     AIR QUALITY MAINTENANCE PROCESS
INTRODUCTION
     Under the Clean Air Act of 1970 and  subsequent federal court decisions,
all areas which appear likely to  exceed any air quality standards during  the
1975-1985 period, either because  of existing air quality problems or  because of
pressures from new growth, are to  be designated as Air Quality Maintenance
Areas (AQMA's).  In these areas,  an air quality management process  must emerge
to bring together all current air pollution control  efforts to produce an Air
Quality Maintenance Plan  (AQMP) as a framework for making decisions on future
growth and  development, thereby ensuring that  air quality standards will  not
be exceeded.  This effort must be integrated as a legally-enforceable
component of  the overall  State Implementation  Plan (SIP).
      Development and  implementation of Air Quality Maintenance Plans will
involve a complex process encompassing many levels of government (State/
regional/local) and agencies with differing purposes.  In addition, the  concerns
of the  general  public and pertinent interest groups must be integrated  into this
process.  This  paper  has  been  written  to stimulate thought in the critical  area
of institutionalization  of  the AQMP process.  As  such, it offers alternatives
for  evaluation  as to  their  effectiveness in accomplishing air quality mainten-
ance planning and implementation  in any particular area.  Rather than setting
forth official  EPA  policy,  this paper  identifies  several organizational  alter-
natives for allocation  of state and local authority and responsibility for
implementation  of the air quality maintenance process.  These alternatives are
neither mandatory nor exhaustive, but  are intended to  be suggestive for state
and  local decisions on  creation of an  appropriate structure for their own areas.

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     A.   OVERALL CONSIDERATIONS
     Whatever structure is selected, it must meet the constraints  imposed
by the Clean Air Act.  On the one hand, it must provide for review of all
future growth and development decisions significantly impacting air quality
in an Air Quality Maintenance Area, so as to ensure state and/or national
standards will not be exceeded.  Hopefully, this will begin a process
whereby growth and development are continuously reviewed on a regular
(yearly basis in terms of their air quality implications.  The structure
also must allow for effective and timely application as necessary of enforce-
able regulatory measures, including controls over source emissions and over
land decisions on the siting, timing and impact of new stationary and indirect
sources to  prevent air quality standards from being exceeded.  In addition,
ultimate responsibility for compliance must be vested in the Governor or
an agency designated by him -- in most states, presumably the State Air
Pollution Control Agency.  However this does not preclude dlegation of
responsibility for preparation and implementation of all or portions of
the air quality maintenance process to other state-level agencies, regional
bodies, or  local governments if these other agencies appear to be in a
better position to plan and implement the program in a particular area.
     Beyond  these constraints, the system should incorporate institutional
arrangements specifically reflecting each state and region's own unique
legal structure and traditional state/local relationships.  First, the air
quality maintenance system, encompassing both planning and implementation
and oriented for attainment as well as maintenance of national standards,
should be established on a sufficient area-wide scale.   In other words,
it should deal with interactions occurring between air quality and growth

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and development throughout the "problem shed" which is the geographic
base for the air quality maintenance process and plan.  Normally, this
will be larger than a single county or city.  In some cases this means
dealing with interstate as well as intrastate air pollution problems.
     Second, the system should reflect integration between air pollution
control objectives and other state and local activities affecting or
affected by air quality considerations.  This would appear to require:
           (a)  Use of a uniform set of growth and development projections
and policies in all components of the area's comprehensive plan (including
the air quality maintenance component of that plan).
           (b)  Incorporation in other components of the comprehensive
plan of the constraints necessary to attain and maintain air quality
standards.
     Third, because of the complexity of relating air quality considerations
to growth  and development decisions, unilateral planning and implementation
either by  any one level of government or by any one agency should be
avoided.   This means that the system should encompass inter-governmental
and inter-agency coordination and consultation in both the planning and
implementation phases.  Effective consultation with concerned interest
groups, including the general  public, is also imperative.  This presents an
opportunity for the formation of citizen advisory groups.  Such groups
would function both for input and for evaluation of strategies as they are
developed.
     Avoidance of unilateral  action is desirable not only in the maintenance
process itself;  it applies equally to the selection of institutional options

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for air quality maintenance.  Both the planning and establishment of the
air quality maintenance system and the subsequent implementation of control
measures under that system should involve close collaboration between the
state and its regional and local government entities.
     Fourth, because the system is likely to rely heavily on inter-
governmental arrangements, it should include procedures for resolution of
conflicts among participating institutions which might otherwise impede
preparation or implementation of the air quality maintenance plan.  Effective
capacity to establish an areawide consensus on growth and development pro-
jections and appropriate maintenance policies will be especially essential
since such consensus, along with national air quality standards, form the
base on which an effective AQMP will be built.
     Fifth, consistent with the above criteria, it is desirable that responsi-
bility for whatever land use decisions are needed to ensure air quality
maintenance be delegated to the governmental level most directly involved
in determining the area's growth and development which has the legal authority
and capability to deal with these issues.  Similarily, responsibility for
regulating emissions should be delegated, whenever possible, to an appropriate
local or regional air pollution control unit.  In general, every attempt
should be made to delegate responsibility as fully as possible to those
levels of government which are closest to the problem and its solution.
Higher echelons of government should assume responsibility only when necessary
to ensure preparation of an adequate area-wide focus for the AQMP and compli-
ance with the plan's requirements across jurisdictional boundaries.  Thus, a
strong possibility exists for regional and local  governments having a voice

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1n setting and Implementing policy in this process.
     B.  AVAILABLE ALTERNATIVES FOR INSTITUTIONALIZATION
     Three principal alternatives have been identified as possible
institutional arrangements for meeting these constraints and achieving
these objectives.  The order in which they are presented does not imply
any particular preference.  Each alternative will undoubtedly have to
be modified  in some respect to respond to the needs of a particular
state and local situation.  Moreover, each has limitations and drawbacks.
Within these caveats, however, state and local decision makers are strongly
encouraged to consider these approaches in determining how best to proceed
jointly in implementing their own state air quality maintenance process.
Any adequate locally-selected alternative would seem preferable to a
federally-imposed solution.
     In selecting the appropriate management structure, decision makers
must bear in mind the distinction between preparation of the air quality
maintenance  plan and subsequent implementation of measures incorporated
in the plan.  Preparation and implementation can occur at three basic
levels of government -- state,, regional and local -- and in either general-
purpose or special-purpose agencies, with a multitude of organizational
linkages effected as necessary.  The three alternatives set forth below
may be summarized as follows:

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                                 Level of Government Responsible for:
                                 Preparation           Implementation
Alternative 1                       State                   State
Alternative 2                      Regional                Regional
Alternative 3                      Regional                 Local
One could easily suggest variants of the first two approaches which would
retain State or Regional responsibility for plan preparation, but substi-
tute  local governments as the echelon responsible for implementation of
plan  measures.  This would introduce many of the advantages of the third
alternative into either of the first two.
      1.  Alternative 1:  Retention of Primary Responsibility in the State
Air Pollution Control Agency.  Under this approach, primary responsibility
for the AQMP process would be detained in the state air pollution control
agency.  This agency would thus be responsible both for preparation of the
AQMP  and for implementation of whatever measures are needed to protect
air quality standards, including emissions controls and imposition of any
necessary constraints on local growth and development decisions.  Diagram I
illustrates this approach.
      This alternative would have the advantage of consolidating air quality
maintenance activities in the agency legally responsible in all states for
air pollution abatement and control, thus ensuring that revisions of the
State Implementation Plan accurately reflect maintenance requirements.
State agencies may have lesser problems than local governments in coping
with  regional  air quality maintenance across jurisdictional boundaries.
Emissions limitations on new sources could be enforced under this approach,
through traditional  State review procedures, and coordination with a con-

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tinuing statewide overview of air quality maintenance would  be  facilitated.
Finally^ this agency in some states hastthe highest level  of technical
expertise regarding air pollution monitoring, modeling and control  tech-
nology.
     However, there also are some distinct disadvantages  to  this  approach.
Since State agencies traditionally have had little or no  authority  for
planning or decision making regarding land use, most would have to  rely
for preparation of the AQMP on growth and development projections and
policies and decisions formulated by individual local governments.   Simi-
larly, in the implementation phase although some states have recently
enacted statewide land use planning and environmental management  legis-
lation, in most states should emissions limitations by themselves be
inadequate to avoid violations of the air quality standards, thus neces-
sitating some degree of review and control over new growth and  develop-
ment in order to maintain air quality, the state agency would be  placed
in the position of intervening in decisions traditionally left  to cities,
counties, and other local general purpose governments. This difficulty
could be alleviated by combining alternatives laarid 3, substituting
local for State implementation of any land use measures called  for  in the
AQMP.  This structure would seem particularly appropriate for inter-state
areas.
     2.  Alternative 2:  Initial Responsibility Assigned  to  a Regional  Agency.
     Under this approach, primary responsibility for preparation  of an
AQMP in a particular AQMA ,and for implementation of plan  measures would

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                             DIAGRAM 1

  AQMP PROCESS CARRIED OUT BY STATE AIR POLLUTION CONTROL AGENCY
Other State
 Agencies
-—>

    71
STATE AIR POLLUTION
  CONTROL AGENCY*
                                       1
                    o Responsible for SIP Modifications

                    o Responsible for Preparation  of
                      AQMP

                    o Responsible for Implementation
                      of maintenance measures  (emission-
                      controls and land use constraints)
                                           o Retains compliance responsibility
Transportation, Waste
Treatment and Other
Single-Purpose ' -'r::!
Agencies


v
COGs and Regional
Planning Qrgani-
zations


Counties, Cities, QtHer
Local Governments

o Provide Inputs
  Upon Request

o Implement Measures
  Upon Request
  o Provide Inputs
    Upon Request

  o Evaluate Other
    Plans for Con-
    sistency With
    Air Quality C
    Constraints
                                o Provide Inputs
                                  Upon Request

                                o Implement Measures
                                  Upon Request
* Or other State agency designated by the Governor.

—Coordination.

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be delegated by the state to a regional  air pollution control  agency
covering that area, or to a regional  agency having jurisdiction  over
a number of area-wide programs.  This assumes, of course,  that such  an
agency is in existence or could readily be brough into being.  Diagram
2 applies:
     This option has the advantage of Alternative 1,  plus  the  advantage
of operating at a level compatible with the maintenance area,  rather than
at the state level.  Most disadvantages of Alternative 1 also  apply;
especially so if, as now is true in theccase of existing agencies  of this
nature, the regional agency lacks authority to adequately  influence  growth
and development decisions by local governments in the AQMA or  even to
resolve conflicting policies and projections among these governments.
     3.  Alternative 3:  Mix of Incremental Improvements in Existing State
and Local Organizational Arrangements.  Under this approach, responsibilities
for development and implementation of an AQMP would be shared  among  existing
state, regional, and local agencies responsible for air quality  management
and for growth and development decisions.  These would include:
          - state air pollution control agency
          - genef.al purpose regional  planning and coordination agency
            (e.g., COG)
          - regional air pollution control agency
          - regional or metropolitan  transportation agency
          - local governments (counties and cities)
          - possibly, an ad hoc Task  Force at regional level

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                             DIAGRAM 2

AQMP PROCESS CARRIED OUT BY REGIONAL AIR POLLUTION CONTROL DISTRICT
                 OR REGIONAL MULTI FUNCTION AGENCY	
   OTHER STATE
    AGENCIES
STATE AIR POLLUTION
  CONTROL AGENCY*
                                            o Responsible for SIP modifications

                                            o Presidesbibserail guidance to
                                              ensure coordination

                                            o Retains ultimate compliance
                                              responsibility
                 REGIONAL AIR POLLUTION CONTROL DISTRICT
                    OR REGIONAL MULTI-FUNCTION AGENCY
Transportation, Waste
Treatment and Other
Single-Purpose Organ-
izations
o Provides inputs
  upon request

o Implement
  measures upon
  request
                                            o Responsible for preparation of AQMP

                                            o Responsible for implementation of
                                              maintenance measures (emission
                                              controls and land use constraints)
 COGs and Regional Planning
        Organizations

 o Provides inputs
   upon request
Counties, Cities, Other
  Local  Governments

o Provides inputs
  upon request
                                 o Imp'lenieBt measures
                                   upon request
* Or other State agency designated by the Governor.

—Coordination.

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Diagram 3 depicts this approach.
     Under this alternative, each element would be responsible for
exercising those functions for which it is most capable and traditionally
has been responsible.  Some incremental modifications would be required,
but these would not significantly alter the pattern of existing inter-
governmental relationships.
     Under the aegis of the state air pollution control agency, which
would retain ultimate responsiblity for air quality maintenance, the
COG, another regional coordination unit, or ancad hoc Task Force would
become the "leadoagency" for developing consensus among local  governments
on growth and development projections and policies.  The regional (or
state) air pollution control agency, along with the COG or another regional
coordination unit such as an ad hoc Task Force, would be jointly respons-
ible for preparing the AQMP, which would identify appropriate  controls
and constraints, both on emissions and on further growth.  Selection of
the appropriate implementation measures to be include in the plan, and
the phasing of their use, thus would be accomplished jointly by appro-
priate state, regional, and local governmental entities under  the coordin-
ative leadership of the COG or Task Force.  To be most effective,f,the
regional  unit's coordination role should be based on prior, formal agree-
ment among all  participants.  This is essential because these  other agencies
would remain responsible for.:1 actually implementing the regulatory measures
incorporated in the plan.  Thus, emission limitations and similar activities
would be implemented by the air pollution control agency; transportation-

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                                       DIAGRAM 3
          AQMP PROCESS CARRIED OUT BY THE EXISTING INTER-INSTITUTIONAL STRUCTURE
OTHER STATE
 AGENCIES
STATE AIR POLLUTION
  CONTROL AGENCY*
                 I o Responsible for SIP modifications

                 I o Provides overall guidance

                  • o Retains ultimate compliance responsibility
                   REGIONAL GENERAL PURPOSE PLANNING
                     AND COORDINATION ORGANIZATION
                     (e.g., COG or ad hoc task force)
                   o Lead responsibility for developing AQMP, in
                     conjunction with all other related governmental
                     units
                   o  Develops a local consensus on growth and
                      development projections and policies

                   o  Coordinates implementation activities, possibly
                      through limited review and veto authority.
 Regional  Air Pollution
   Control  District**
                 Regional Transportation,
                   Wastewater & Other
                 Special Purpose Agencies
 o Provides  technical  inputs
   to plan

 o Participates  in  selection
   of regulatory measures

 0 Implements  emission controls
                 o Provide inputs to plan
                   as required

                 o Participate in selection
                   of regulatory measures

                 o Implement controls in area
                   of traditional responsibility
   *0r other State agency designated by the Governor.
  **Jf none present, State APCA performs these functions
	Inputs and implementation responsibilities.
	Coordination.
Counties, Cities and Other
   Local Governments
   o Provide inputs on growth pro-
     jections and relate matters

   o Participate in selection of
     regulatory measures

   o Integrate air quality considera-
     tions into on-going process, land
     use planning & decision making

   o As required in AQMP, review  zonin,
     plans,  proposed  zoning  variances
     and building  permit issuance re-
     quests  to  prevent quality viola-

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related requirements would be implemented by the appropriate state-
level or metropolitan transportation agency; and zoning or building
permit review and approval would continue as the prerogative of the
city or county involved — all within the context of the AQMP's require-
ments and the assignments of ultimate responsibility for air quality
maintenance to the state air pollution control agency.
     In most areas, the COG or Task Force would not itself implement
the plan, but instead would exercise the coordinating role described
above.  In other areas, it may be feasible incrementally to strengthen
the existing regional planning and coordination institutions to the
extent of conferring a degree of veto authority over the growth and
development decisions of ther areawide special district agencies and a
more limited review authority over local general purpose governments.
The authority of the Metropolitan Council in Minnesota to veto projects
by special districts which are inconsistent with its comprehensive
plan, and the use of its authority to temporarily delay similar projects
of local governments, are illustrative of this long-term possibility
in other areas.
     There would seem to be important advantages to Alternative 3.   It
combines maximum retention of decisions over growth and development at
the level  of local governments with retention of ultimate state-level
responsibility for assuring compliance with air quality standards.   Improve-
ments in existing governmental arrangements essential!for its  success build
on recent progress in sub-State regional  planning and coordinative mechanisms

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Being incremental in nature, these improvements should prove to  be
more acceptable to local policy makers than alternatives  which would
involve the immediate transfer of substantial  control  over local  growth
and development to another level of government.  Fortthis reason, too,
this approach may be especially suited for maintaining air quality
in interstate areas.
     The major question in this approach is its dependence on the ability
of the COG or; an ad hoc Task Force to perform effectively as an  areawide
local planning and coordinative mechanism.  If the present weaknesses
of most COGs or ad hoc bodies in this regard cannot be corrected, it
may be necessary to rely on special purpose air pollution control agencies
at the regional or state level to prepare the Air Quality Maintenance
Plan, which would then be implemented either by the State agency or by
local governments.

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