3EPA
              United State*
              Environmental Protection
              Agency
Off ic« of
Solid Waste and
Emergency Reaponae
               Agancy
En>argancy Response
               DIRECTIVE NUMBER: 9835.14
                        .  V

               TITLE:  Submittal of Ten-Point Settlement Analyses
                    for CERCLA Consent Decrees
               APPROVAL DATE: -August n, 1989

               EFFECTIVE DATE: August n, 1989

               ORIGINATING OFFICE: OWPE/OE

               Q FINAL

               D DRAFT

                LEVEL OF DRAFT
                    — Signed by AA or DAA
                  D B — Signed by Office Director
                  DC — Review & Comment

               REFERENCE (other documents):
  OS WER      OS \NER      OS WER
VE   DIRECTIVE   DIRECTIVE    Di

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-*.•«%«- •;' United States Environmental Protection Agency
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   EPA Form 1315-t7 (Rev. S-17) Previous editions are obsdete.-
  OSWER      OSWE|         OSWER        O
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ussy
           UNITED STATES ENVIRONMENTAL PROTECTION AGENCY

                       WASHINGTON  D C. 20460
                                                       Zff--t Cf
                       A'JG  I I  1989             SOL.OWASTSAN3EVe«GENCvo6«™e
                                               OSWER Directive #9833. i*
 MEMORANDUM

 SUBJECT:   Submittal  of Ten-Point Settlement  Analyses  for CERCLA
           Consent  Decrees
 FROM:    /ruce  M.  Diamond,
          Office of Waste  Programs  Enforcement
         I^Glenn  L.  Unterberger, Associate Enforcemen
          Office of Enforcement and  Compliance Monitoring/

TO:       Waste  Management  Division  Directors, Regions  I-X
          Regional  Counsel,  Regions  I-X

     The purpose of this memorandum is to ensure the adequacy of
information provided in the  "ten-point" analyses of proposed  CERCLA
settlements.   A  good ten-point analysis is required for all  such
settlements and  will help provide for timely Headquarters  review
and concurrence  of  proposed settlements under the  revised "CERCLA
civil Judicial Settlement Authorities Under Delegations 14-13B and
14-14E" (June  17, 1988).

     Headquarters uses these ten-point documents  for  information
analyses, responses to Congress and for Congressional hearings,  in
addition to  using  then as  a  basis  for concurrence.   For  these
reasons we would like to stress  the importance of preparing and
transmitting to OECM and OWPE a thorough 10-point analysis for all
settlements, including those directly submitted to DOJ for lodging.

     As  you are aware,  the  December  5,  1984  "Interin  CERCLA
Settlement  Policy"   (Attachment  i)  lays  out the  ten  settlement
criteria to  be used  in evaluating  all  CERCLA  settlements   The
current  delegations,  the  level  of  involvement  of  Headquirters
staff,  and   the  ongoing   Congressional   overt .l.'.yht   of   CERCLA
settlements in individual cases necessitates  %  thorough,  corcise,
ano logical written analysis of  the werms of a-:  agreement c.nd a
clear presentation of the background arse history o* the  ov.se in the
transifittal to Headquarters.

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     To  clarify this inf orrna.fe-ro'rr'and to ~e~n*ure your inclusion cf
all  relevant information^ Attachment2__j^i'i:erates the settlement
criteria and  includes Csu^pjagfrod—tte"adTngs  and  content  for the
transmittal  document.  We would like to encourage the reduction of
paperwork  where  possible and  while  Attachment 2  provides for
extensive  elaboration on each topic,  we  feel that the ten-point
should be  tailored  to the particular case.   For  example,  for a d&
minimis  settlement  or a cost recovery settlement, the analysis may
be shorter due to the elimination or very brief summary of certain
points,  or the document may not require extensive detail on aspects
of  the  case where  the  Settlement  Decision  Committee  has  been
involved,  or where  Headquarters has been significantly  involved
(participation  in negotiations or  specific issue resolution at an
upper management  level).  It should be noted that if the agreement
is a partial settlement,  a  strategy for pursuit of non-settlers
identifying  the timing of any subsequent actions should be  included
in the settlement package.

     I hope that this will assist you and your staff in  preparation
of settlement packages and give  you  a better understanding of the
information  Headquarters needs  for  full  comprehension  of   a
settlement.

Attachments

cc:   .ERCLA  Enforcement  Branch Chiefs

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            UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
                       WASHINGTON, O.C. S*04«0
                           OB-56B4
MEMORANDUM
                    i*CLA Sattlamant  Policy
                            sfstint  Administrator
                                     Emergency Rasponsa
              a M. Thomas
                   of Solid
                         .
           Courtn«y H. Prver
                                    ant Administrator
                                 and Compliance Monitoring
            P. Benry/MjaMclit7 Il» Assistant Attorney Ganaral
            Land andVJihtural  Resource*  Division
            Department  of Juatiea
 TO:         Regional  Administrators, Ragiona  X-X
      This  memorandum aats  forth tha ganaral  principles governing
 privata party settlements  under CERCLA, and  specific procedures
 for  tha Regions and  Headquarters to usa in assaasing privata
 party settlement proposals.  It addresses tha following topics:
 1.   ganaral prineiplas for EPA review  of private-party cleanup
     proposalai
 2.   management  guidalinea  for negotiation}
 3.   factors govarning  ralaaaa of information to potentially
     responsible parties}
 4.   criteria for evaluating  settlement offers}
 S.   partial cleanup  proposals}
 €.   contribution among responsible parties}
 7.   releases end covenants not to  suej
t.   targets for litigation}
t.   timing for  negotiations}
10. management  and review  of settlement  negotiations.

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                               -2-


 AfPLICABILITY

      This memorandum incorporates the draft Hazardous Waste
 Cat* Settlement Policy,  published in draft in December of
 1983.  Zt is applicable  not  only to Multiple party cases but
 to all civil hazardous wast* enforcement cases under Superfund.
 It is generally applicable to  imminent hazard enforcement
 actions under section 7003 of  RCRA.

      This policy establishes criteria for evalua'-'^g private
 party settlement proposals to  conduct or contrit    to the
 funding of response  actions, including removal ana remedial
 actions.  It also addresses  settlement proposals to contribute
 to funding after a response  action has been completed.  It
 does not address private-party proposals to conduct remedial
 investigations and feasibility studies.  These proposals are
 to be evaluated under criteria established in the policy guidance
 from Lee H. Thomas,  Assistant  Administrator, Office of Solid
 Waste and Emergency  Response,  and Courtney Price, Assistant
 Administrator, Office of Enforcement and Compliance Monitoring
 entitled • Participation of  Potentially Responsible Parties in
 Development of Remedial  Investigations and Feasibility Studies
 under CERCLA". (March 20, 1904)

 X. General Principles

      The Government's goal in  implementing CERCLA  is  to  achieve
 effective and expedited  cleanup at as many uncontrolled  hazardous
 waste facilities as  possible.  To achieve this goal,  the Agency
 is committed to a strong and vigorous enforcement  program.  The
 Agency has made major advances in securing cleanup at some  of
 the  nation's worst hazardous waste sites because of its  d»^on*trate<
 willingness to use the Fund  and to pursue administrative  -d
 judicial enforcement actions.   Zn addition,  tha Agency has  obtained
 kay  decisions, on such issuas  as joint  and savaral liability,
 which have further advanced  its anforcament  afforts.

      Tha Agency recognizes,  however,  that Fund-financed cleanups,
 administrative action and litigation  will not be  sufficient to
 accomplish CERCLA'a  goals, and that voluntary elaanups are
 essential to a successful program  for elaanup of  tha nation's
 hazardoua waste sites.   Tha  Agancy  is therefore re-evaluating
 its  •fttlmmmnt policy, in light of  three yaars axpariance with
 negotiation and litigation of  hazardous waste casas, to remove
 or minimi** if possible  tha  impediments to voluntary elaanup.

     As • result of this  reassessment, tha Agancy has  identified
 tha  following general principlas  that govarn its Superfund
•nforcement programt

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                            -3-


 The goal of the Agency in negotiating private party cleanup
 and in settlement of hazardous  waste cases .has been and will
 continue- to be to obtain complete-cleanup by the responsible
 parties, or collect 100% of the costs of the cleanup action.

 negotiated private party actions are essential to an effective
 program for cleanup of the nation's hazardous waste sites.
 An affective program depends on a balanced approach relying
 on a mix of Fund-financed cleanup, voluntary agreements
 reached through negotiations, and litigation.  Fund-financed
 cleanup and litigation under CCRCLA will not la themselves
 be sufficient to assure the success of this cleanup effort.
 Zn addition, expeditious cleanup reached through negotiated
 settlements is preferable to protracted litigation.

 A strong enforcement program is essential to encourage
 voluntary action by PRPs.  Section 106 actions are particularly
 valuable mechanisms for compelling cleanups.  The effectiveness
 of negotiation is integrally related to the effectiveness of
 enforcement and Fund-financed cleanup.  The demonstrated
 willingness of the Agency to use the Fund to clean up sites
 and to take enforcement action  is our most important tool
 for achieving negotiated settlements.

 The liability of potentially responsible parties it strict,
 joint  and several, unless they  can clearly demonstrate that
 the ham at the site Is divisible* The recognition on the
 part of responsible parties that they »ay be) jointly and
 severally liable is a valuable  impetus for these parties  to
 reach  the agreements that are necessary for successful
 negotiations.   Without such an  Impetus, negotiations run  a
 risk of daisy because of disagreements over the particulars
 of  each responsible party's contribution to the problems  at
 the sits.

The Agency rscognisss that the  factual strengths and wesknesses
of  a particular case ars rslsvant in evaluating settlement
proposals.   The Agency also recognises that courts may consider
differences among defendants in allocating payments  among
parties held jointly and severally liable under CERCLA.   while
these  are primarily the eoncarns of PRPs,  the  Agency will also
consider a PHP's contribution to problems  at  the  sits, including
contribution of vasts, in asssssing proposals  for settlement and
in  identifying targets for litigation.
                                               i
•action IOC of CERCLA provides  courts  with jurisdiction to
grant  such ralief as the public intsrsst and the equities of
the) csss may require.  Zn asssssing proposals for settlement
and identifying targets for litigation,  the Agency will
consider aggravating and mitigating factors and sppropriste
equitable factors.

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                               -4-
    In many circumstances,  cleanups can be started more quici^y
    when private parties do the work themselves, rather than
    provide money to the Fund.  It  Is therefore preferable  for
    private parties to conduct cleanups themselves, rather  than
    Simply provide funds for the States or Federal Government
    to conduct the cleanup.

    The Agency will create  a climate that is receptive to private
    party cleanup proposals. To facilitate negotiations, the
    Agency vill stake certain inf onset ion available to private
    parties.  PRPs will normally have an opportunity to be
    involved in the studies used to determine the appropriate
    extent of remedy.  The  Agency will consider settlement
    proposals for cleanup of less than 1001 of cleanup activities
    or cleanup costs.  Finally* upon settling with cooperative
    parties, the government will vigorously seek all remaining
    relief, including costs, penalties and treble damages where
    appropriate, from parties whose recalcitrance made a complete
    settlement impossible.

    The Agency anticipates  that both the Fund and private resources
    may be used at the same site in some circumstances.  When
    the Agency settles for  less than 100% of cleanup costs, it
    can use the Fund to assure that site cleanup will  proceed
    expeditiously, and then sue to  recover these costs from non-
    settling responsible parties.   Where the Federal government
    accepts less than 100%  of cleanup costs and no financially
    viable responsible parties remain, Iuperfund monies may be
    used to aake up the difference.
   The Agency  recognises the value of some measure of  finality
   in determinations of liability and in settlements generally.
   PRPs  frequently want some certainty in return for assuming
   the costs of  cleanup, and we> rvcognise that this will  be  a
   valuable) incentive for private) party cleanup.  UPs frequently
   seek  •  final  determination of liability through contribution
   protection, releases or covenants not to sue).  The  Agency
   vill  consider ralasses fro* liability in appropriate situ-
   ations, and vill also consider contribution protection in
   limited cirenametences.  The Agency vill also take aggressive
   enforcement action against those) parties whose recalcitrance
   prevents settlements.  In bringing coat recovery actions,
   th« Agency  will alao attempt to raiaa any remaining claims
   unto* CIKCLA  Motion 106, to the extent practicable.
             tinder of this memorandum sets forth apacific
policiee for implementing thaaa general prineiplaa.

     Section XX  aets forth the Management guidelines for negotiating
vith leas than all responsible parties for partial settlement*.
Thia aection reflects the Agency's willingness to be flexible
by considering offsra for cleanup of less than 100% of cleanup
activities or costs..

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                               -5-


      Section in »«ts forth guidelines on the release of
 information.  The Agency recognizes  that adequate information
 facilitates Bore successful negotiations.  Thus, the Agency
 will combine a vigorous program for  obtaining the data and
 information necessary to facilitate  settlements with a program
 for releasing information to facilitate communications among
 responsible parties.

      Sections IV and V discuss the criteria for evaluating
 partial settlements.  As noted above,  in certain circumstances
 the Agency will entertain settlement offers from PRPs which
 extend only to part of the site or part of the costs of cleanup
 •t a site.  Section IV of this memo  sets forth criteria to be
 used in evaluating such offers. These criteria spply to all
 eases.  Section V sets forth the Agency's policy concerning
 offers to perforB or pay for discrete phases of sn approved
 cleanup.

      Sections VI and VII relate to contribution protection and
 releases fro* liability.  Where appropriate, the Agency nay
 consider contribution protection and limited releases from
 liability to help provide some finality to settlements.

      Section VIII sets forth criteria  for selecting enforcement
 cases and identifying targets for litigation.  As discussed
 above,  effective enforcement depends on careful case selection
 and  the careful selection of targets for litigation.  The Agency
 will  apply criteria for selection of cases to fccus sufficient
 resources on cases that provide the  broadest possible enforcement
 impact.  In addition, targets for litigation will be identified
 in light of the willingness of parties to perform voluntary
 cleanup,  as well as conventional litigation management  concerns.

      Section IX sets forth the requirements governing the  timing
 of negotiations and section X the provisions for leadquarter*
 review.  These sections address the)  need to provide  the Regions
 with  increased flexibility in negotiations and  to change  Headquarter
 review  in order to expedite site cleanup.

 XX. Management Guidelines for Begotiation

      Aa • guideline)* the Agency will negotiate  only  if  the
 initial offer frosi Pftps constitutes  a  substantial proportion  of
 the costs of cleanup at the site, or a substantial  portion of
 the) nssdmd remedial action.  Entering  into discussions for less
 than  s  substantial proportion of cleanup costs or remedial action
 needed  at the sits, would not be an effective  use of government
 resources.  Mo specific numerical threshold for initiating
 negotiations has been established.

      In deciding whether to start negotiations* the Regions
 should  weigh the potential resource demands for conducting
 negotiations against the likelihood of getting 100% of costs
or a  complete remedy.

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      Where the Region proposes  to negotiate for • partial
 settlement involving  less  than  the total'costs of cleanup,  or
 • complete remedy,  the Region should prepare as part of its
 Case Negotiations Strategy a draft evaluation of the case
 using the settlement  criteria identified in section IV. The
 draft should discuYs  how each of the factors in section XV
 applies  to the site in question, and explain why negotiations
 for less than all of  the cleanup costs, or a partial remedy,
 are appropriate.   A copy of the draft should be forwarded  to
 Headquarters.   The Headquarters review will be used to identify
 major issues of national significance or issues that may involve
 significant legal precedents.

      In  certain other categories of eases, it may be appropriate
 for the  Regions to enter into negotiations with PRPs, even
 though the offers fron PRPs do  not represent a substantial
 portion  of the costs  of cleanup.  These categories of cases
 include:

      • administrative settlements of cost recovery actions
       where total  cleanup costs were less than $200,000;

      • claims in  bankruptcy;

      • administrative settlements with de minimis contributors
       of wastes.

      Actions subject  to this exception are administrative
 settlements of cost recovery cases where all the work  at the
 site  has  been completed and all costs have been  incurred.  The
 figure of $200,000  refers  to all of the  costs  of cleanup.  The
 Agency is preparing more detailed guidance on  the appropriate
 fora  of  such settlement agreements, and  the types of conditions
 that must be included.

     Negotiation  of claims in bankruptcy may  involve both  present
 owners* where the United States may have an administrative costs
 claim, and other  parties such as past owners  or generators,
 where  the United  States may be  an unsecured potential  creditor.
 The Regions should avoid becoming  involved  in bankruptcy  proceedings
 if  there  is little likelihood of recovery,  and should  recognize
 the risks involved in negotiating without  creditor status.  It
•ay b« appropriate to request OOJ  filing of a proof of claim.
 Further fuidance  is provided  in the  Memorandum from Courtney
 Price  sutitled "Information Regarding CIRCLA Enforcement  Against
 •ankrupt  Parties,*  dated Nay  24,  1914.

     Xn negotiating with de minimia parties, the Regions should
 limit  their efforts to low volume,  lew toxicity disposers who
would  not normally make a  significant contribution to the costs
 of cleanup in any case.

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      In considering settlement offers  from £e minimis contributors,
 the Region should normally focus on achieving cash settlements.
 Regions should generally not enter into  negotiations for full
 administrative yor judicial settlements with releases, contribution
 protection, or other protective clauses.  Substantial resources
 should not be invested in negotiations with de minimis contributors,
 In light of the Halted costs that may be recovered, the time
 needed to prepare the necessary legal  documents, the need for
 •eadquarters review, potential res judicata effects, and other
 effects that de minimis settlements »ay  have on the nature of
 the case remaining to the Government.

      Partial settlements may also be considered in situations
 where the unwillingness of a relatively  small group of parties
 to settle prevents the development of  a  proposal for a substantial
 portion of costs or the remedy.   Proposals for settlement in
 these circumstances should be assessed under the criteria set
 forth in section IV.

      Earlier versions of this policy included a threshold for
 negotiations, which provided that negotiations should not be
 commenced unless an offer was made to  settle for at least 80%
 of the costs of cleanup, or of the remedial action.  This
 threshold has been eliminated from the final version of.this
 policy.   It must be emphasized that elimination of this threshold
 does  not mean that the Agency is therefore more willing to
 accept offers for partial settlement.  The objective of the
 Agency is still to obtain complete cleanup by PRPs, or 100%  of
 the costs of cleanup

 ZIZ.   Release of Information

      The Agency will release information concerning the site
 to PRPs  to facilitate discussions for  settlement among PRPs.
 This  information will include:

      -  identity of notice letter recipients;

      - volume and nature of wastes to  the extent  identified  as
       tent to the) aitai

      - ranking by volume of material sent  to the  aitt,  if available

      In  etetarmlning the type of information to be rsleated,
 the Jtegios) should eonaider the possible  impacts on any potential
 litigation.  The legions should take steps to aaaura protection
of confidential and deliberative materials.  The Agency will
generally net ralaaaa actual avidantiary material.  The Region
aheuld atata on each ralaaaad summary that it ia preli»inary,
 that  it  waa furnished in the eouraa of compromise negotiation*
 (Pad. Rules of Evidence 408), and that it ia not binding on
 the Federal Government.

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      This information release should be preceded by and combined
 with a vigoroua program for collecting information from responsi
 parties.  It.remains standard practice for  the Agency to use
 the information gathering authorities of RCRA snd CCRCLA with
 respect to all PRPs at a site.  This information release should
 generally be conditioned on a reciprocal release of information
 by PRPs.  The information request need not  be simultaneous, but
 EPA should receive the information within a reaaonable time.

 IV. Settlement Criteria

      The objective of negotiations is to collect 100% of cleanup
 costs or complete cleanup from responsible  parties.  The Agency
 recognites that* in narrowly limited circumstances* exceptions
 to this goal may be appropriate* and has established criteria
 for determining where such exceptions are allowed.  Although
 the Agency will consider offers of leas than 100%  in accordance
 with this policy* it will do so in light of the Agency's position,
 reinforced by recent court decisions* that  PRP liability is
 strict* joint and several unless it can be  shown by the PRPs
 that injury at a aite is clearly divisible.

      Based on a full evaluation of tha facts and a comprehensive
 analysis of all of tha listed criteria* the Agency may consider
 accepting offers of lass than 100 pareant.   Rapid  and affective
 aettlement depends on a thorough evaluation* and an aggressive
• Information collection program is naceasary to prepare effective
 evaluations.  Proposals for laaa than total settlement should
 be assessed using tha criteria idantifiad below.

 1. Volume of wastes contributed to sita by each  PRP

      Information concerning tha volume of wastes contributed
 to tha sita by PRPs should ba collected, if available,  and
 avaluatad in aaeh case.  Tha volume of wastes is not tha only
 criterion to ba considarad* nor may it ba tha most important.
 A  amall quantity of waste may cost proportionately more to
 contain or remove than a larger quantity of a diffarant waste.
                   • of vasts »ay contribute significantly and
•owaver* tha
directly to tha distribution of contamination en tha surface
and subsurface (including  groundwater), and to tha complexity
of removal of the contamination.  In addition, if tha properties
of sll vsstes at tha  sita  sra relatively equal, tha volume of
wastes contributed  by tha  PRPs provides a convenient, aasily
sppliad criterion for measuring whether a PHP's aettlement
offar may ba reaaonable.

     This doas not  m«an, however, that PRPs will ba> required to
pay only thair proportionate share basad on volume of contribution
of wastaa to tha sita. At many sites, thara will ba vastes
for which PRPs cannot ba  idantifiad.  If idantifiad* PRPs stay
ba unable to provide  funds for cleanup.  Private party funding
for cleanup of those  wastes would* therefore, not ba available
if volumetric contribution wara tha only critaria.

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                                -9-


      Therefore, to achieve th« Agency's  goal of obtaining 100
 percent of cleanup or the cost of  cleanup, it will be necessary
 in many cases to require a settlement  contribution greater than
 the percentage 9' wastes contributed by  each PRP to the sit*.
 These costs can be obtained through the  application of the theory
 of Joint and several liability where the harm is indivisible,
 and through application of these criteria in evaluating settlement
 proposals.

 2.  Nature of the wastes contributed

      The human, animal and environmental toxicity of the hazardous
 substances contributed by the PRPa, ita  mobility, persistence
 and other propertiea are important  faetora to conaider.  As
 noted above, a small.amount of waatea, or a highly mobile waste,
 may coat more to clean up, dispose, or treat than laas toxic or
 relatively immobile wastes.  In addition, any diaproportionate
 adverse affecta on the environment  by  tha praaence of wastes
 contributed by those PRPs should be considered.

      If a waste contributed by one  or  more of the parties offering
 a  aettlement disproportionately increaaes the coats of cleanup
 at tha aite, it may be appropriate  for partiaa contributing such
 waate to bear a larger percentage  of cleanup coata than would be
 tha caaa by uaing aolely a volumatric  baais.

 3.   Strength of avidence tracing tha waataa at tha aite  to the
     aettling partiea

      Tha quality and quantity of tha Government'a avidance
 connecting PRPa to tha waataa at tha aita obvioualy affects
 tha aettlament valua of tha Government'a casa.  Tha Government
 must ahow, by a praponderunca of tha evidence, that tha  PRPs
 ara connected with tha waataa in ona or  more of tha ways provided
 in  Section 107 of CERCLA.  Therefore,  if tha Government's
 avidanca against s particular PRP is weak, wa  should  waigh
 that waaknass in evaluating a aattlament offar from  that PRP.

      On  tha other hand, where indivisible harm is shown  to
 •list, under tha theory of joint and several  liability tha
 Government ia in a position to collect 100 %  of  tha  cost
 of  elaamip from all partias who have contributed  to a aita.
 Therefore, whara tha quality and quantity of  tha  Government's
 avidanoa appear a to ba atrong for aatablishing tha PRP's
 liability* tha Government ahould raly on tha  atrength of its
 •vidanca and net decrease tha aettlament valua of ita easa.
 Oiacharglng such ma from liability in a partial aattlament
without  obtaining a aubstantial contribution may laava tha
Government with non-tattling partias whosa involvamant at the
 aita may ba mora tanuous.

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      In any •valuation  of a settlement offer, the Agency
 should weigh the  amount of  information exchange that has
 occurred before the  settlement offer.  The more the Government
 knows  about thf evidence it has to connect the settling parties
 to the site, the  better this evaluation will be.  The inforwatiol
 collection provisions of RCRA and/or CERCLA should be used to
 develop evidence  prior  to preparation of the evaluation.

 4.  Ability of the  settling parties to psy

     Ability to pay  is  not s defense to sn action by the  Government.
 Nevertheless,  the evaluation of a settlement proposal should
 discuss the financial condition of that party, and the practical
 results of pursuing  a party for more than the Government  can
 hope to actually  recover.  In cost recovery actions it will be
 difficult  to negotiate  a settlement for more than a party's
 assets.  The Region  should also consider allowing the party to
 reimburse  the  Fund in reasonable installments over a period of
 time,  if the party is unable to pay in a lump sum, and install-
 ment payments  would  benefit the Government.  A structured
 settlement providing for payments over time should be at a
 payment  level  that takes into account the party's cash flow.
 An excessive amount  could force a psrty into bankruptcy,  which
 will of  course make  collection very difficult.   See the memorandum
 dated  August 26,  1983,  entitled "Cost Recovery Actions under
 Section  107 of CERCLA'  for additional guidance on this subject.

 S«   Litigatlve risks in proceeding to trial

     Litigative risks which might be encountered at trial  and
 which  should weigh in consideration of any  settlement  offer
 include  traditional  factors such ass

     a.  Admisslbility  of the Government's  evidence

     Zf  necessary Government evidence  is  unlikely  to  be  admitted
 in  a trial because of procedural or substantive problems in the
 acquisition or creation of  the evidence,  this infirmity  should
 be)  considered  aa  reducing the Government's  chance  of  success
 and, therefore, reducing the amount the Government should
 •zpect to  receive in a  settlement.

     b.  adequacy of the Government's  evidence

     Certain aspects of this point  have  already been discussed
above,   lovever,  it  deserves mention  again because the
 the Government's  eaaa depends  en  substantial quantities
 of  sampling, analytical and other technical data and eipert
 testimony.  If the evidence In support of the Government's
 caae is  Incomplete or based upon  controversial science, or if
 the Government's  evidence  is otherwise unlikely to withstsnd
 the scrutiny of a trial*  the amount that the Government might
 axpect  to  receive) in a  settlement will be reduced.

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                                -11-


      c.  Availability of defenses

      In th* unlikely *v*nt that on* or nor*  of th* ••tiling parties
 app*ars to hav*'a defense to th* Government's action und«r section
 10?(b) of CERCLA, th* Government should expect to receive less in
 a s*ttl*ment from that PRP.  -Availability of on* or mor* defenses
 to on* PRP which ar* not common to all PRP»  in the eas* should
 not, however, low*r th* expectation of what  an *ntir* offering
 group should pay.

 <•   Public int*r*st considerations

      Th* purpose of site cleanup is to protect public health
 and the environment.  Therefore, in analysing a settlement proposal
 the timing of the cleanup and the ability of the Government to
 clean up the site should be  considered.  For example, if the state
 cannot fund its portion of a Fund-financed cleanup, a private-party
 cleanup proposal may be given more favorable consideration than
 one received in a case where the State can fund its portion of
 cleanup costs,  if necessary.

      Public interest considerations also include the availability
 of Federal funds for necessary cleanup, and  whether privately
 financed action can begin more quickly than  Federally-financed
 activity.   Public Interest concerns Bay be) used to justify
 a  settlement of lass than 100% only when there la a demonstrated
 need for a quick remedy to protect public health or the environment,

 7.   Precedential value

      Zn aone cases, the factual situation aujy be conducive to
 establishing a  favorable precedent for future Government actions.
 For  example, strong ease law can be developed  in cases of  first
 impression.   Zn addition, settlements in such cases tend to
 become  precedents in themselves, and are examined extensively  by
 PRPs in other cases.  Settlement of such cases should  always  be
 on terns most favorable to the Government.  Where PUPs will not
 settle  on  such  tens, and the quality and quantity  of  evidence
 is strong,  it may be) in the  overall interest of  the Government
 to try  the casa.

 S.   Val»e of obtaining a preaant sun cartain
     Xf SJDaay can be obtained now and turned over to the Fund,
where  it e»n  earn interest until tha time it is spant to clean
up a site, tha  net present value of obtaining tha sum offared
in settlement now can be computed against tha possibility of
obtaining a larger sum in tha futura.  This calculation may show
that tha net  prasant value of tha sum of farad in settlement is, in
reality, higher than tha amount tha Government can expect to obtain
at trial.  EPA  haa davalopad an economic modal to assaas these and
othar  related economic factors.  Nora information on this nodel
can be obtained from the Director, Offiea of Haste Programs Enforces

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                               -12-
 9.  Inequities and aggravating  factora

      All analyses of aattlement propoaala ahould flag for the
 daeiaion makers a.ny apparent  inequities to the settling parties
 inherent in the Government's  caae, any apparent inequities to
 others if the settlement proposal  is accepted, and any aggravating
 factors.  However, it muat be understood tnat tha statute
 operates on the underlying principle of strict liability, and
 that equitable matters are not  defanaaa.

 10.   Nature of the casa that  remains after settlement

      All settlement evaluations should sddress the nature of
 the  case that remains if the  settlement is accepted.  Per
 example, if there are no financially viable parties left to
 proceed against for the balance of the cleanup after the
 settlement, the settlement offer should constitute everything
 the  Government expects to obtain at that site.  The questions
 are:   What does the Government  gain by settling this portion
 of the case? Does the settlement or its terms harm the remaining
 portion of the casa? Will the Government have to expend tha
 same .amount of resources to try the remaining portion of the
 case?  if so, why should the  settlement offer be sccepjted?

      This analysis is extremely important and should come at
 the  conclusion of the evaluation.


 V. Partial Cleanups

      On occasion, PRPs may offer to perform or pay for one
 phase of a site cleanup (such as a surface removal action)  but
 not commit to any other phase ef the cleanup  (such as ground
 water treatment).  In some circumstances*  it may be  appropriate
 to enter into settlements for such psrtial cleanups, rather
 than  to resolve all issues in one  settlement.  Por example, in
 some  cases it is necessary to conduct  initial phases of  site
 cleanup in order to gather sufficient  data to evaluate  the
 need  for and type) of work to  be done on subsequent phases.  In
 such  cases, offers from PKPs  to conduct or pay  for less than
 all phaaos of site cleanup should  be evaluated  in the  same
manner amd by the same criteria as set forth  sbove.   Settlements
must  bo limited to the phase  or phases of work  actually to be
perfomsd at tha site.  This  provision doss  not cover preparation
of an sTX/PSf which ia covered by a separate  guidance document:
Lee Thomas and Courtney Price's •Participation of Potentially
Besponsible Parties in HI/PS  Development* (March 20, 1914).

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                               -13-


 VI. Contribution Protection

      Contribution among responsible  parties  is based on the
 principle that,a jointly and severally  liable party who has
 paid all or a portion of a Judgment  or  settlement may be entitled
 to reimbureenent from other jointly  or  severally liable parties.
 When the Agency reaches a partial settlement with ao»e parties,
 it will frequently pursue an enforcement action against non-settline
 responsible parties to recover the remaining costs of cleanup.
 If such an action it undertaken,  there  is a  possibility that
 those non-settlors would in turn  sue settling parties.  If this
 action by nonsettling parties is  successful, then the settling
 parties would end up paying a larger share of cleanup costs
 than was determined in the Agency's  settlement.  This is obviously
 a disincentive to settlement.

      Contribution protection in a consent decree can prevent
 this outcome.   In a contribution  protection  clause, the United
 States would agree to reduce its  judgment against the non-settling
 parties, to the extent necessary  to  extinguish the settling
 party's liability to the nonsettling third party.

      The Agency recognises the value of contribution protection
 in limited situations in order to provide some measure of
 finality to settlements.  Fundamentally, we  believe that settling
 parties sre protacted from contribution actions as a matter of
 law,  based on  the Uniform Contribution  Among Tortfeasors Act.
 That  Act provides that, where settlements ars entered into  in
 •good faith*,  the settlors are discharged from 'all liability
 for  contribution to any othar joint  tortfeasors.• To the extant
 that  this law  is adopted as tha Federal rula of decision,
 there will be  no need for spacific clausas  in consent agreements
 to provide contribution protection.

      Thar* has not yet been any ruling  on tha  issue.  Thus,
 the Agency may still be asked to  provide contribution protaction
 in the form of offsats and reductions in judgment.   Zn  determining
whether explicit contribution protection clauses  are  appropriate,
 the Region should consider the following factorsi

 •  Explicit contribution protection  elsuses are generally not
   appropriate unless liability esn  be clearly allocated,  so
   that the risk of raapportionment  by a  judge in sny future
   action would be minis*!.

 •  Inclusion should depend on case-by-case  consideration of
   the law which is likely to be  applied.

•  The Agency  will be more willing  to consider contribution
   protection  in settlements that provide substantially all
   the costs of cleanup.

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                              -14-


      If  a  proposed  settlement includes • contribution  protection
 clause,  the  Region  should prepare a detailed justification
 indicating why  this clause  is essential to attaining an  adequate
 settlement.   The  justification should include an assessment of
 the prospect* of  litigation regarding the clause.  Any proposed
 settlement that contains a contribution protection clause with
 • potential  ambiguity will be returned for further negotiation.

      Any subsequent claims by settling parties against non-settlors
 must  be  subordinated to Agency claims against these non-settling
 parties.   In no event will the Agency agree to defend on behalf
 of a  settlor, or  to provide direct indemnification.  The Government
 will  not enter  into any form of contribution protection  agreement
 that  could require  the Government to pay money to anyone.

      If  litigation  is commenced by non-settlors against  settlors,
 and the Agency  became involved in such litigation, the Government
 would argue  to  th«  court that in adjusting equities among responsibl*
 parties, positive consideration should be given to those who  came
 forward voluntarily and were a part of • group of settling PRPs.


VII.  Releases from  Liability

      Potentially  responsible parties who offer to wholly or
 partially  clean up  a site or pay the costs of cleanup normally
wish  to negotiate a release from liability or a  covenant not
 to sue as  a  part  of the consideration for that cleanup  or
 payment.   Such  releases are appropriate in acaie  circumstances.
The need for finality in settlements must be balanced against
 the need to  Insure  that PRPs remain responsible  for recurring
endangerments and unknown conditions.

      The Agency recognises  the current  state of  scientific
uncertainty  concerning the  impacts of hasardous  substances,
our ability  to  detect them, and the effectiveness of  remedies
at hasardous vasts  sites.   It is possible that  remedial measures
will  prove inadequate and lead to  imminent  and  substantial
endangerments,  because of unknown  conditions or because of
failures in  design, construction or effectiveness of  the remedy.
     Although  the  Agency approves all remedial actions for sites
on the afttional Priorities List, releases from liability will
not wCfcsmtieally  be granted merely because the Agency has
approved the remedy.  The willingness of the Agency to give.
expensive releases from liability is directly related to the
confidence the Agency has that the remedy will ultimately
prove effective) and reliable.  In general, the Regiona will
have the flexibility to negotiate releases that are) relatively
expansive or relatively stringent, depending on the degree of
confidence that the Agency .haa in the remedy.

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                               -1S-


      Releases or covenants Butt also  include certain recpeners
 which preserve the right o£ the Government to seek additional
 cleanup action and recover additional costs from rasponsible
 partlas in a number of circumstances.  They are also subject
 to • variety of other limitations.  These reopener clauses and
 limitations ara described below.

      Zn addition, the Agancy can addrass  future problems at a
 •it* by enforcement of the dacraa or  order, rather than by
 action under a particular reopener  clauaa.  Battlements will
 normally specify a particular typa  of remedial action to be
 undertaken.  That remedial action will normally be selected to
 achieve a cartain specified laval of  protaction of public
 health and the environment.  Whan settlements ara incorporated
 into consent decrees or orders* the decrees or orders should
 wherever possible include performance standards that set out
 these specified levels of protection.  Thus, the Agency will
 retain its ability to assure cleanup  by taking action to enforce
 these decrees or orders when remedies fail to meet the specified
 standards.

      It is not possible to specify  a  precise hierarchy of
 preferred remedies.  The degree of  confidence in a particular
 remedy must be deternined on an individual basis* taking site-
 specific conditions into account.  Zn general, however, the
 more effective and reliable the remedy* the more likely it  ia
 that the Agency can negotiate a more  expansive release.  For
 example, if a consent decree or order commits a private party
 to sieeting and/or continuing to attain health baaed performance
 standards, there can be great certainty on the part of the
 Agency that an adequate level of public health protection will
 be met and maintained, as long aa the terms of the agreement
 are  met.  Zn this type of csse, it  may be) appropriate to negotiate
 a more  expanaive release than, for  example, caaea  involving
 remedies that are solely technologybased.

     Expansive releases may be more appropriate where the private
 party  remedy is a demonstrated effective  alternative to  land
 disposal,  auch as incineration,  fueh releases are possible
 whether  the) hasardous material is transported off site for
 treatment* or the) treatment takes place en  site.   Zn either
 instance*  the use of treatment can  reault in greater  certainty
 that future problems will net occur.

     Otfstr remedies »ay be less appropriate for expansive
 release*,  particularly if the consent order or agreement does
not  include) performance standards.   It «ay be  appropriate in
such circumstances to negotiate releaaes  that  become sffactive
 several  years after completion of the remedial action,  eo that
 the) effectiveness and reliability of  the technology can be
clearly  demonstrated.  The Agency anticipates that responsible
parties  may be) able to achieve • greater degree of certainty
 in settlements when the state of scientific understanding
concerning these technical issues has sdvanced.
                       \

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      Regardless  of  the relative expanaiveneaa or stringency of
 the  relesse  in other respects, at a minimum settlement  documents
 must include  reopeners allowing the Government to modify  terms
 and  conditions of the agreement for the following types of
 circumstancesi f

      •  where previously unknown or undetected conditions that
        arise or are discovered at the aite after the time of
        the agreement may present an imminent and substantial
        endangerment to public health, welfare or the
        environment}

      •  where the Agency receives additional information, which
        was not  available at the time of the agreement, concerning
        the scientific determinations on which the settlement
        wss premised (for example, health effects associated
        with  levels of exposure, toxicity of hazardous substances,
        and the  appropriateness of the remedial technologies
        for conditions at the site) and this additional information
        indicates that site conditions may preaent an imminent
        and substantial endangerment to the public health or
        welfare  or  the environment.

      In addition, release clauses must not preclude the Government
 from recovering  costs incurred in responding to the types of
 imminent and  substantial endangerments identified above.

      In extraordinary circumstances, it may be clear after
 application of the  settlement criteria set out  in section XV
 that it is in the public interest to agree to a more limited
 or more expansive release not subject to the conditions  outlined
 above.  Concurrence of the Assistant Administrators for  OSWER
 and  OECM (and the Assistant Attorney General when the  release
 is given on behalf  of the United States) must be obtained
 before the Government's negotiating team is  authorised to
 negotiate regarding such a release or covenant.

     The extent  of  releases should be the  same,  whether  the
 private parties  conduct the clesnup themselves  or psy  for
 Federal Government  cleanup.  When responsible parties  pay for
 Federal Government  cleanup, the  release will ordinarily  not
 become effective until cleanup  is completed  and the actual
 coata ot the  cleanup are aacertained.  Responsible  parties
will thfffmfey  bear the riak of uncertainties arising during
 executsw of  the cleanup.  Zn limited circumstances, the
 release may become  effective upon payment  for Federal Government
cleanup, if the  payment  includes a  carefully calculated premium
or other financial  instrument thst  adequately insures the
 Federal government  against these uncertainties.  Finally, the
Agency may be more  willing to settle for less than the  total
 coata of cleanup when  it  ia  not precluded by a release  clause
 from eventually  recovering any  additional coata that Bight
ultimately be incurred at  a  site.

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      Release clause*  are  also  subject to the following limitat icr.s:

 *  A release or covenant  may be given only to the PR? providing
    the consideration  for  the releaae.
                4
 •  The releaae or covenant must not cover any claias other
    than thoae involved  in the  case.

 •  The release must not address any criminal Batter.

 '  Releases  for partial cleanups that do not extend to the
    •ntire  site must be  limited to  the work actually completed.

 •  Federal claims for natural  resource damages should not be
    released  without the approval of Federal trustees.

 •  Responsible parties  must release any related claims against the
    United  States, including the Hazardous Substances Response Fund.

 •  Where the cleanup  is to be  performed by the PRPs, the release
    or  covenant should normally become effective only upon the
    completion of  the  cleanup (or phase of cleanup) in a manner
    satisfactory to EPA.

 •   Release clauses should be drafted as covenants not to sue,
    rather  than releases from liability, where this fora may be
    necessary to protect the legal  rights of the Federal Government.

     A release or covenant not to  sue terminates or seriously
 impairs the  Government's  rights of action against PRPs.  Therefore,
 the document should be  carefully worded so that the intent of the
 parties and  extent of the matters  covered by the release or covenant
 •re clearly  stated.   Any  proposed  settlement containing a release
 with a possible ambiguity will be  returned for further negotiation.

VIII. Targets for Litigation

     The Regions  should identify particular cases for referral
 in light of  the following factorst

   - substantial  environmental problems exist?

   - tarn) Agency's case  has legal merit;
        b ..—
   • tfci saount of money  or cleanup  involved  is  significant;

   • good Isgsl precedent is possible  (cases  should be rejected
     where the potential  for adverse precedent is substantial);

   • ths evidence is  strong, well  developed,  or espsbls of
     development!

   - statuts  of limitations problems exist;

   - responsible  partiss  are financially viable.

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                              -18-


      Tha goal  of  the Agency  is to bring enforcement  action
 wherever needed to  asaure private party cleanup or to  recover
 costs.   Tha  following  typaa  of caaea are the highest priorities
 for referralat *

    • 107 actiona  in which all coata have been incurred;

    • combined  106/107  actions in which a significant phase  has
      baan completed, additional injunctive raliaf is needed and
      idantifiad,  and tha Fund will not be uaad;

    - 106 actions  which will  not be tha subject of Fund-financed
      claanup.

      Referrala for  injunctive raliaf may also ba appropriate
 in  casaa whan  it  is possible that Fund-financed claanup will
 ba  undertaken.  Such rafarrals may be needed whara there are
 potential statute of limitation concerns, or whara tha sita
 has baan idantifiad as enforcement-lead, and prospects for
 succaasful litigation  ara good.

      Regional offices  ahould periodically raavaluata currant
 targats  for  rafarral to determine if they meat tha guidelines
 identified above.

      As  indicated before, under the theory of joint and several
 liability the Government is  not required to bring enforcement
 action against all  of  the potentially responsible parties
 involved at  a site.  Tha primary concern of the Government in
 identifying  targats for litigation  is to bring a meritorious
 case  against responsible parties who have the ability to under-
 take  or  pay  for response action.  The Government will determine
 the targets  of litigation in order  to reach the  largest manageable
 number of parties,  based on  toxicity and volume, and  financial
 viability.   Owners  and operators will generally  be  the  targat
 of  litigation, unless  bankrupt or otherwise judgment  proof.
 Zn  appropriate cases,  the Government will consider  prosecuting
 claims in bankruptcy.  The Government may also select targats
 for litigation for  limited purposes, such as  site access.

      Parties who  are targeted for  litigation  are of course not
 precluded from involving partiea who have not been targeted in
 develoftmg settlement  offers for consideration by the Government.

      Xm  determining the sppropriate targets for litigation, tha
Government will consider the willingness of parties to settle,
as  demonstrated in  the negotiation stage.   Xn identifying  a
manageable number of parties for  litigation, the Agency will
conaider the recalcitrance or willingness to settle of the
 parties  who  were  involved  in the  negotiations.  The Agency
will  also consider  other aggravating and mitigating factors
 concerning responsible party actions in identifying targets
 for litigation.

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                               -19-


      Zn addition, it may b« appropriate,  when  the Agency is
 conducting phased cleanup and haa reached a  settlement for one
 phase* to first sue only non-settling companies for the next
 phase, assuming, that such financially viable parties are available.
 This approach would not preclude auit againat  aettling parties,
 but non-settlors would be sued initially.

      The Agency recognize* that Federal agencies nay be reaponaible
 for cleanup costs at hazardous vast* sites.  Accordingly, Federal
 facilities will be issued notice letters end administrative orders
 where appropriate.  Instead of litigation, the Agency will use
 the procedures established by Executive Orders 12088 and 12146
 and all applicable Memoranda of Understanding  to resolve issues
 concerning such agency's liability.   The Agency will take all
 •taps necessary to encourage successful negotiations.

 IX. Tinting of negotiations

      Under our revised policy on responsible party participation
 In HI/PS,  PRPs have increased opportunities  for involvement in
 the development of the remedial investigations and feasibility
 studies which the Agency uses to identify the  appropriate remedy.
 In light of the fact that PRPs will  have received notice
 letters and the information identified in section III of this
 policy, prelitigation negotiations can be conducted  in an
 expeditious fashion.

      The Negotiations Decision Document (HDD), which follows
 completion of the RI/FS, makes the preliminary identification of
 the appropriate remedy for the site.  Prelitigation  negotiations
 between the Government and the PRPs  should normally  not extend
 for more than €0 days after approval of the  HDD.  Zf significant
 progress is not Bade within a reasonable amount of time,  the
 Agency  will not hesitate to abandon  negotiations and proceed
 immediately with administrative action or litigation.   It  should
 be  noted that these steps do not preclude further negotiations.

      Ex tensions can be) considered in complex cases where  there is
 no  threat  of seriously delaying cleanup action.  Any extension of
 this period must be predicated on having a good faith  offer from
 th« PRP* which* if successfully negotiated,  will  save  the Government
 substantial tla* and resources in attaining  the cleanup objectives.

X.  Manmm*»m>nt snd He view of Settlement negotiations
     All aattlaattnt  documents must receive concurrence from OWPE
and OECH-Waste, and  be approved by the Assistant Administrator
of OCCN in accordance with delegations.  The management guideline
discussed in faction XI allows the Regions to commence negotiations
if responsible parties make an initial offar for a substantial
proportion of the  cleanup costs,  sefore commencing negotiations
for partial settlements, the Regions should prepare a preliminary
draft evaluation of  the case using the settlement criteria in
aaction XV of thia policy.  A copy of this avaluation should
be forwardad to Headquarters.

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                               -20-


      A final detailed •valuation of  eettleraenta is required
 when the Regions request Headquarters approval of these
 settlements.  This written evaluation should be submitted to
 OICK-waste and OWPE by the legal and technical personnel on
 the ease.  These will normally be the Regional attorney and
 technical representative.

      The evaluation nenorandun should Indicate whether the
 settlement la for 1001 of the work or cleanup costs.  If this
 figure la less than 1001, the memorandum should Include a
 discussion of the advantages and disadvantages of the proposed
 settlement aa measured by the criteria  In section IV.  The
 Agency expects full evaluations of each of the criteria specified
 In the policy and will return Inadequate evaluations.

      The Regions are authorised to conclude settlements In certain
 types of hazardous waste cases on their own, without prior
 review by Headquarters or OOJ.  Cases selected for this treatment
 would normally have lower priority for  litigation.  Categories
 of cases not subject to Headquarters review include negotiation
 for cost recovery caaes under 1200,000, and negotiation of
 claims filed in bankruptcy.  In cost recovery cases, the Regions
 should pay particular attention to weighing the resources
 necessary to conduct negotiations and litigation against the
 amounts that »ay be recovered, and the  prospects for recovery*

      Authority to appear and try eases  before the Bankruptcy
 Court would not be delegated to the  Regions, but would be
 retained by the Department of Justice.  The Department will
 file  cases where an acceptable negotiated settlement cannot be
 reached.   Copies of settlement documents for such agreements
 should be provided to OWE and OECN.

      Specific details concerning these  authorisations will  be
 addressed in delegations that will be  forwarded  to  the  Regions
 under separate cover.  Headquarters  is  conducting an evaluation
 of  the effectiveness of existing delegations, and is assessing
 the possibility of additional delegations.

 note  on Purpose and Uses of this Hemorsndum

      The policies and procedures set forth here, and internal
 Government procedures adopted to implement these policies,  are
 intended a* fuIdanee to Agency and other Government employees.
 They  do not •enstltuts rulemsklng by the Agency, and Bay not be
 relied en to create • substantive or procedural right or benefit
 enforceable by any other person.  The Government may take action
 that  is at variance with the policies and procedures in this
memorandum.

      It you have any questions or comments en this policy, or
 problems that need to be addressed  in  further guidance to
 implement this policy, pleass contsct Gene A. Lucero, Director
 of the Office of Wests Programs enforcement, (PTS JS2-4I14), or
 Richard Nays, Senior Enforcement Counsel, (PTS Ji2-4137).

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            . - ar.s~ itta.i of .en-Point  Settlement Analysis

 I.   Highlights:  A  brief  description  of  important  issues  in  the
      case/terms  of the  settlement.   If Headquarters consultation
      or concurrence  is  required,  the nature of  such consultation
      or concurrence should be noted.   (This might include mention
      of  extraordinary   circumstances   language,  mixed  funding
      settlement,  forgiveness  of  past   costs,  etc.)   Settlement
      incentives or disincentives used should be clearly identified
      (§106 AOUs, carve outs, delayed effective date of AOUs, etc.)
      This section should also include  a discussion  of the  extent
      to which aspects  of  the  remedy  have changed and how  any
      modifications are consistent with the ROD.

 II.  Terms:    Clear summary1  of financial  terms  including:

                1.   total value  of the settlement in dollar figures
                     and  as  a  percentage of  the total  case (any
                     mixed funding should be subtracted from total
                     value of the remedy to achieve this sum)

                2.   total value of the remedy

                3.   total amount of  past costs (including indirect
                     costs and pre-judgement interest), settlement
                     dollar amount and  percentage  of  total past
                     costs

                4.   for  mixed  funding,  financial  terms of  the
                     preauthorization (percentage and caps), portion
                     of  mixed  work,  amount  of  cashout;   also,
                     reference to  criterion  10,  the  nature  of the
                     case that remains after settlement.  (Discuss
                     pursuit of non-settlors in Section  IV para 10)

                5.   for d.e  minimis.  premiums, reopeners,  amount of
                     past costs de minimia parties will pay, where
                     work dollars will go

                6.   outstanding dollars, reference to strategy to
                     recover these

III. History/Background: A concise  presentation of  relevant facts
     including information on the site type (landfill,  recycler,
     industrial park, dump site,  etc),  and basic PRP  information
     (owner/operator,  multi-generator).   Include  information on
     settling  PRPs and non-settling PRPs.
     fA summary chart  may be a useful  alternative to a narrative
summary.  A sample standard format is attached.  This information
will be input  into the settlement database maintained by OWPE.

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IV.   Settlement Criteria  (See 50  Fed.  Reg.  5034,  February,  1985
     (Interim CERCLA Settlement  Policy):

     1.    Volume of wastes contributed  to  site by each PRP:
          Statement on volumetric contribution of settling parties,
          percentage of the whole, amount contributed by de minimis
          parties,  if applicable; include statement on how these
          conclusions were drawn (volumetric ranking, N3AR)

     2.    Nature of the  wastes contributed:  Type  of  waste  and
          medium contaminated

     3.    Strength of evidence tracing the wastes at the site to
          the settling parties:   Information available on each
          PRP;  discussion of issues,  including divisibility of
          harm,  weak evidence on individual PRP

     4.    Ability of the settling parties  to pay:  Financial
          viability of all parties;

     5.    Litigative risks in proceeding  to trial:

          a.    Admissibility of  Government's evidence:  Any
               issues relating to the acquisition or creation of
               the evidence

          b.    Adequacy  of the Government's evidence:  Statement
               on sufficiency, quality of evidence

          c.    Availability of defenses:   Potential  for  any
               settler to claim  a 5107(b)  or other defense

     6.    Public interest considerations:   Community and state
          roles (e.g., whether state could finance cleanup),
          timing considerations  (who can  do it quicker)

     7.    Precedential value: Description of  the issue  or
          situation

     8.    Value of obtaining a present sun certain:   Present
          dollars versus present value of a potential  future
    9.   Jfwquitias and aggravating factors

    10.  Nature of the case that remains after settlement:
         Thorough examination of recalcitrants and the strategy
         for pursuing these parties (if the current settlement
         is a  partial settlement); should list names, financial
         viability, strength of evidence, etc. in comprehensive
         format,  or attach written strategy or referral package
         for recalcitrants;  provide timelines for future
         actions; include discussion of additional work not

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                         SAMPLE SUMMARY CHART
POTENTIALLY RESPONSIBLE PARTIES
                         DEUtNIMIS
                                                        SETTLEMENT  TOTAL COSTS
             SETTLEMENT TERMS
                              SITE COSTS
      PAST COSTS
ESTIMATED FUTURE COSTS
TOTAL
PAST
COSTS

PAST
COSTS
•wwfloacn


%HEGOvfRED

.TOTAL
EXTRAMURAL
Bf&CED

REMHDV

OVERSIGHT

O&M

ESTIMATED
TOTAL SITE
COSTS


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            FIELD DEFINITIONS FOR SAMPLE SUMMARY CHART
 PRPS
 No.  Settler*  - Total  number of  PRPs  signing the  agreement
 No.  Non-Settlers « Total number  of PRPs who received notice letters
 but  did not sign  the  agreement
 de minimis;
 Eligible * Total number  of PRPs  meeting the  §122(g)(1)(A)  or
 §122(g)(1)(B)  requirements.
 No.  Settlers  » Number of eligible de minimis parties settling as
 de minimis parties.   This number should  not  include de minimis
 parties settling  in the major party  settlement.
 No.  Non-Settlers  - Number of eligible de minimis parties that do
 not  settle as de  minimis  parties or enter  into the major party
 agreement.
 SITE COSTS
 PAST COSTS:
 Total   Past   Costs   -   All  government  expenditures   including
 extramural, indirect  costs,  interest costs.
 Past Costs Recovered -  The  total  dollar amount recovered in  the
 settlement that is attributed to past costs.
 Percent Recovered - The past costs recovered as a portion of total
 past costs.
 Total Extramural Costa Expended - Dollars expended in contracting,
 e.g., TES, REM, IAGS, etc.
 ESTIMATED FUTURE  COSTS:
Remedy - Estimated value of the remedy.
Oversight •> Bsrtimated value of  EPA oversight.
OAM  - Estimated value of O&N.
ESTIMATED TOTAL SITE  COSTS:
Estimated Total Site  Costs - Past Costs * Estimated Future Costs

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           TERMS
Mixed Funded  Amount » Maximum amount to be  preauthorized  or  the
percentage to be preauthorized.

Value of the Settlement » Past Costs Recovered + Value of work to
be  performed  (including  RI/FS,  RD/RA,  O&M)  + Oversight  costs
reimbursed.

Settlement   as   Percentage   of   Total   Costs   =   Value   of
Settlement/Estimated Total Site Costs

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