oEPA
              Unittd State*
              Environmental Protection
              Agency
Off ice of
Solid Waste and
Emergency Response
                          emergency nesponse
              DIRECTIVE NUMBER: 9891.1
              TITLE: Expanded Civil Judicial Referral Procedures

              APPROVAL DATE:  8-28-86
              EFFECTIVE DATE:  8-28-86
              ORIGINATING OFFICE: OECM/OSW
              Q FINAL
              DDRAFT
               LEVEL OF DRAFT
                 DA — Signed by AA or DAA _
                 D 8*— Signed by Office Director
                 D C ~ Review & Comment,
              REPER ENCE (other documents)
  OS WER     OS WER      OS WER
VE   DIRECTIVE   DIRECTIVE

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      3EPA
              Unittd State*
              Environmental Protection
              Agency
Off ice of
Solid Waste and
Emergency Response
                         emergency nespnusB
               DIRECTIVE NUMBER:  9891.1
               TITLE: Expanded Civil Judicial Referral Procedures

               APPROVAL DATE: 8-28-86
               EFFECTIVE DATE: 8-28-86
               ORIGINATING OFFICE: OECM/OSW
               Q FINAL
               DDRAFT
                LEVEL OF DRAFT
                  DA- Sigped by AA or DAA ; _
                    DJ   " f _J*  T "^" ^ ^J/*V '
                   B*— Signed by Off ica Director
                  DC — Review & Comment,
               REFERENCE (other documents)
  OS WER      OS WER      OS WER
VE   DIRECTIVE    DIRECTIVE   Dl

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yEPA
                       United States Envirc — ?--•
OSWER Directive Initiation Request
           2. Originator Information	
                                                            1 . Directive Number
                                                           9891-'
Name of Contact Person
  -Sh^rrv Pieldinr
                        Mail Code
                        ww-Sfi^A
                                   Office
                                     Telephone Number
3. Title
     Expanded Civil Judicial Referral Procedures
4. Summary of Directive /Include brief statement of purpose) Memo from Thomas  L. Adams , AA-OECM, to ,
provide guidance on procedures for civil  judicial referrals to DOJ.  It
expands the current direct referral program,  indicates that HQ should not
establish mandatory requirements for pre-referral negotiations, mandates
use of "hold action" cases only for strategic or  tactical reasons and
offers guidance on the preparation of bankruptcv  cases.
5. Keywords
     DOJ, Enforcement,  Clean Water  Act,  Bankruptcy
6a. Does this Directive Supersede Previous Directives)?   [_] Yes
                                      No  What directive (number, title)
b. Does It Supplement Previous Directives)?
                          Yes
               No  What Directive (number, title)
7. Draft Level

  1 — 1 A — Signed by AA/DAA  LJ B — Signed by Office Director  1 _ 1C — For Review & Comment   LJ In Development
ThiBequest Meets OSWER Directives System Format
S.^pature of Lead Office Directives Coordinator
9. Name and Titl/of Approving Official O
Thomas L. Adams - AA-OECM
Data . /
Date
8-2S-Sfi
     WER           OS WER           OS \NER
      DIRECTIVE        DIRECTIVE       D

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'
      i
      3 UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
                      WASHINGTON. D.C. 20460
                             WJG28I986



                                                         OFFICE Of
                                                       ENFORCEMENT ANOk
                                                      COMPLIANCt MONlTOrtING
  MEMORANDUM
 SUBJECT:   Expanded  Civil  Judicial  Referral  Procedures
TV.
 FROM:     Thomas  L. Adams, Jr.  ^
           Assistant Administrator  for  Enforcement
              and  Compliance Monitoring

 TO:       Regional Administrators
           Program Office  Enforcement Division  Directors
 Purpose

      The purpose of this memorandum  is  to  provide  guidance
 on several issues regarding the procedures by  which  the  Agency
 refers civil judicial referrals to the  Department  of Justice
 (DOJ).  They are as follows:   1) expansion of  the  current
 direct referral program, 2) pre-referral negotiations, 3) hold
 action requests to DOJ for referred  cases,  and 4)  filing proofs
 of claim in bankruptcy by regional attorneys.


 Expansion of Direct Referral Program

      Last summer the Direct Referral ProgramV was expanded to
 include, in the second year of operation,  all  TSCA and FIFRA
 I/ As used here the term "direct referral"  denotes  case
 referrals sent directly from the Regional Administrators  to
 the Assistant Attorney General  for Land and Natural Resources
 of the Department of Justice, with simultaneous  review by OECM
 and DOJ.  The current DOJ address for direct referrals is:
 U.S. Department of Justice, Environmental Enforcement Section,
 Box 7415, Ben Franklin Station, Washington, D.C.  20044, or,  if
 express delivery is used, U.S.  Department of Justice, Land
 and Natural Resources Division, Environmental Enforcement
 Section, Room 1521, 9th. St. and Pennsylvania Ave,  N.W.,
 Washington, D.C. 20530.
                                                    "" ^ Jt *-
                                                    r r 1 '•
                                                    L. I  J. i.

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                               -2-

 collection actions and  all  non-governmental  mobile  source  tam-
 pering and fuels cases.   That expansion  has  been  successful  in
 helping to expedite the  judicial  referral  process.   Effective
 for cases referred on or after September 2,  1986, OECM with
 DOJ encouragement is further  expanding the categories of direct
 referrals by adding the  following 8  classes  of cases  (see
 attached copy of my letter  of August 28, 1986, to F. Henry
 Habicht, Assistant Attorney General  for  Land and Natural
 Resources):

      1.   All collection  actions in which the relief
          requested is solely  for  unpaid  administratively or
          judicially assessed  penalties under any statute,
          except  for actions to assess penalties under CERCLA
          and cases where there is little prior experience  in
          civil judicial  enforcement  (i.e., the Ocean Dumping
          Act,  underground injection  control  regulation under
          RCRA/SDWA,  Clean Air Act NESHAPs  other than vinyl
          chloride and asbestos).

      2.   All  actions in  which the only relief sought is
          contempt for violation of any consent decree or
          other enforceable order, and/or to  enforce the
          terms of any consent decree or  other enforceable
          order.£/  The preceding  types of  actions against
          governmental entities shall continue to be
          referred to OECM.

      3.   Clean Air Act cases  involving asbestos and vinyl
          chloride National  Emissions Standards for
          Hazardous Air Pollutants.

      4.   All  Clean Air Act post-1982 date  cases except
          those involving steel producers,  smelters and
          lead sources.£/

      5.   All  Clean Water Act  cases involving NPDES permit
          violations by industrial dischargers, except those
          involving violations relating to  or determined by
          biological methods or techniques  measuring effluent
          toxicity.

      6.   All  judicial actions alleging interim status vio-
          lations  under RCRA $3008(a) except  cases involving

2J7  All  modifications of consent  decrees which result from any
action  (direct referral) in this  paragraph shall continue  to
require  OECM  approval and program office approval, where
appropriate, prior to submission  to  DOJ  for  entry by the court.

3/  OECM approval  will also be required  when major changes are
made  to  SIPs due  to a future  change  in the related NAAQS.

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                               -3-

         loss of interim status or closure.  This authority
         will take effect in each Region upon the successful
         referral by the Region of two cases in order to
         demonstrate the requisite experience.  This author-
         ity does not include corrective action cases under
         3008(h) .

     7.  All RCRA judicial actions seeking penalties only,
         except for underground injection control regulation  •
         cases.

     8.  All actions to enforce final federal orders issued
         under RCRA §3008(a).  This authority will take effect
         in each Region upon the successful referral by the
         Region of two cases in order to demonstrate the
         requisite experience.

     We will add these expansion cases to the 5 classes of cases
currently included in the direct referral program listed below:

     1.  Cases under Section 1414(b)  of the Safe Drinking Water
         Act which involve violations of the National Interim
         Primary Drinking Water Regulations, such as reporting
         or monitoring violations or maximum contaminant
         violations.  (Note:  This category does not include
         any causes of action under Section 1414(b)  established
         by the SDWA Amendments of 1986.)

     2.  The following cases under the Clean Water Act:

         a.  cases involving discharges without a permit by
             industrial dischargers;

         b.  all cases againat minor industrial dischargers;

         c.  cases involving failure to monitor or report by
             industrial dischargers;

         d.  referrals to collect stipulated penalties from
             industrials under consent decrees;

         e.  referrals to collect administrative spill
             penalties under Section 311{j) of the CWA.

     3.  All stationary source cases under the Clean Air Act
         except the following:

         a.  cases involving the steel industry;

         b.  cases involving non-ferrous smelters;

         c.  cases involving NESHAPs;

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                               -4-

          d.  post - 1982 date cases.

      4.  All TSCA & FIFRA collection actions for unpaid
          administratively assessed penalties.^/

      5.  All mobile source tampering and fuels  cases (except
          governmental entity cases)  arising under the Clean
          Air Act, sections 203 and 211 respectively.

 Attached for your convenience in Appendix A is  a list of  all
 cases now covered under the direct referral program.

      OECM will  continue to play a substantive role  in these
 cases,  especially in view of the increased size of  the Agency's
 case load and the need to ensure that our cas.es reflect the
 Agency's priorities.   The Regions should continue to send
 copies  of the case referral reports  directly to OECM,  and
 where appropriate, to the program office for review.   OECM and
 DOJ  will concurrently review these referrals.   Within 35  days
 of receipt  of a  copy of the direct referral package,  the  appro-
 priate  AEC  will  comment on the merits of the referral  to  DOJ
 and  to  the  originating regional office.   He may ask  the
 Assistant Administrator of OECM to recommend to DOJ  that  the
 case  be further  developed before filing  or returned  to the
 regional office.   OECM will also continue to oversee the
 progress and  development of these direct referral cases.  It
 should  be noted  that  in all direct referral cases, as  with
 all other enforcement  cases,  the Regions still  must  coordinate
 settlement  terms  with  Headquarters and submit consent  decrees
 to OECM for review and approval.   (See memorandum of November 28,
 1983, entitled,  "Implementation of Direct Referrals  for Civil
 Cases Beginning  December 1,  1983"  at  page 5 (GM-18).)   All other
 existing policies  and  procedures regarding direct referrals and
 case management will  remain in effect.


 Pre-referral  Negotiations

     OECM has concluded that  Headquarters should not establish
mandatory requirements for  pre-referral  negotiations.   Never-
 theless,  use  by  the Regions of pre-referral negotiations, when
 and where appropriate,  is to  be  encouraged by the Regional
 Counsels.   Also note  that the  Regions should continue  to  follow
current  applicable guidance set  forth in Frederick F.  Stiehl's
July  30,  1985, memorandum entitled "Preparation of Hazardous
Waste Referrals" wherein  pre-referral negotiations for hazard-
ous waste cases are discussed.   In addition, refer to  the
4/ This class is now included in actions for unpaid administra-
tively or judicially assessed penalties arising under any
statute.  See expansion category number 1 above.

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                               -5-

 memoranduin entitled  "Enforcement Settlement  Negotiations,"
 GM-39,  dated  May 22,  1985, which requires  AEC  review of draft
 consent decrees  before  they  are sent  to  the  defendant.  Draft
 consent decrees  must  be reviewed by an Assistant Chief or
 senior  lawyer in the  DOJ Environmental Enforcement Section
 before  they are  sent  to the  defendant.


 "Hold Action" Requests

     With  a more decentralized management  of the Agency's
 enforcement program,  greater responsibility  is placed on
 the regional  offices  to develop and manage cases, particularly
 in the  pre-referral stage.   The Regions are called upon to
 sufficiently  investigate, prepare and develop civil cases so
 that DOJ can  file them  without delay.  When EPA refers a case,
 the referral  results  in the  expenditure of time and resources
 by OECM and DOJ.  A request  from the Region to hold action on
 the filing  of a  case  that results from inadequate case prepara-
 tion or from  the desire  to conduct negotiations that could
 have been  conducted prior to referral severely undercuts our
 enforcement efforts and  results in inefficient use of valuable
 time and resources in the Regions, in OECM and at DOJ.

     Therefore,  it is OECM policy that hold action requests
 should  be  used only for strategic or tactical reasons, such as
 where the defendant has  made a significant settlement offer
 after referral, or where settlement prior  to filing will be
 advantageous  to  the government.  A hold action request should
 be in the  form of a memorandum from the Regional Counsel to
 the Assistant Administrator  for OECM requesting and explaining
 its use and the  length  of delay requested.  The Assistant
 Administrator, OECM, will determine whether  the request is
 justified,  and if so, will ask DOJ to delay  the filing of the
 suit for a  specified period  of time.

     OECM will grant  hold action requests  only where there is
 a clear benefit  to the  Agency resulting  from the delay.  In
 those cases where there is no reasonable justification for
 the requested delay, OECM will ask DOJ to  proceed with filing
 or consider recommending that the case be  withdrawn from DOJ
 and possibly  will disallow credit for the  referral.


 Filing Proofs of Claim  in Bankruptcy

     EPA's  judicial bankruptcy docket has  grown enormously in
 the last two  years.  OECM and DOJ are very concerned about the
 handling of these cases  and  future bankruptcy matters.  The
 law in  this vital area  is not well developed;  little favorable
precedent exists on the  issues of concern  to us.  Moreover, we

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                               -6-

 must  be  very careful  to  avoid  risking  large  resource expendi-
 tures in bankruptcy cases  where  there  may  be little realistic
 chance of obtaining material recoveries, even if we prevail on
 legal issues.   These  concerns  make  it  imperative that bankruptcy
 cases be especially well prepared and  that management review
 time  be  adequate  at both OECM  and DOJ  prior  to filing.  See,
 e.g., OECM (Draft) Revised  Hazardous Waste Bankruptcy Guidance,
 May 23,  1986, at  1-4.  In  the  past, numerous  cases have been
 referred with very little or no  lead time  for  review and with-
 out litigation  reports.  Although we appreciate the difficulties
 of obtaining notice that bankruptcy proceedings have been
 initiated by a  regulated entity, it is still  important that
 EPA claims be forwarded for OECM review and  referral to DOJ
 at the earliest possible time.  These claims will be referred
 by the Assistant Administrator, OECM and approved in writing
 by the Assistant Attorney General, Land and Natural Resources,
 prior to  filing.

      If  you have any questions regarding these procedures,
 please contact Jonathan Libber who can be  reached at
 FTS 475-8777.

Attachments

cc:   Administrator
      Deputy Administrator
      Assistant Administrators
      Senior Enforcement Counsel
      General Counsel
      Associate Enforcement Counsels
      Regional Counsels
      Regional Enforcement Contacts
      Regional Program Division Directors
      F.  Henry Habicht II,  Assistant Attorney  General
         for Land and Natural Resources, Department of Justice

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                           Appendix A


  Categories of Direct Referral Cases As of September 2, 1986


General

     1.  All collection actions in which the relief
         requested is solely for unpaid administratively or
         judicially assessed penalties under any statute,
         except for actions to assess penalties under CERCLA
         and cases where thore is little prior experience in
         civil judicial enforcement (i.e., the Ocean Dumping
         Act, underground injection control regulation under
         RCRA/SDWA, Clean Air Act NESHAPs other than vinyl
         chloride and asbestos).

     2.  All actions in which the only relief sought is con-
         tempt for violation of any consent decree or other
         enforceable order, and/or to enforce the terms of any
         consent decree or other enforceable order.£/  The pre-
         ceding types of actions against governmental entities
         shall continue to be referred to OECM.


Clean Air Act

     1.  All stationary source cases under the Clean Air Act
         except the following:

         a.  cases involving the steel industry;

         b.  cases involving non-ferrous smelters;

         c.  NESHAPs cases other than asbestos and vinyl
             chloride; and

         d.  lead sources.

     2.  All mobile source tampering and fuels cases (except
         governmental entity cases) arising under the Clean   /
         Air Act, sections 203 and 211 respectively.
I/  All modifications of consent decrees which result from any
action (direct referral) in this paragraph shall continue to
require OECM approval and program office approval, where
appropriate, prior to submission to DOJ for entry by the court,

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                               -2-

 Clean  Water  Act

     1.   All cases  involving discharges without a permit by
          industrial dischargers.

     2.   All cases against minor industrial dischargers.

     3.   All cases involving failure to monitor or report by
          industrial dischargers.

     4.   Referrals to collect stipulated penalties from
          industrials under consent decrees.

     5.   Referrals to collect administrative spill
          penalties under Section 311(j) of the CWA.

     6.   All  Clean Water Act cases involving NPDES permit
          violations by industrial dischargers, except those
          involving violations relating to or determined by
          biological methods or techniques measuring effluent
          toxicity.


Safe Drinking Water Act

          Cases under Section 1414(b) of the Safe Drinking Water
          Act which involve violations of the National Interim
          Primary Drinking Water Regulations, such as reporting
         or monitoring violations or maximum contaminant
          violations.  (Note:  This category does not include
         any causes of action under Section 1414(b) established
         by  the SDWA Amendments of 1986.)
RCRA
     1.  All judicial actions alleging interim status violations
         under RCRA $30O8(a) except cases involving loss of
         interim status or closure.  This authority will take
         effect in each Region upon the successful referral by
         the Region of two cases in order to demonstrate the
         requisite experience.  This authority does not include
         corrective action cases under 3008(h).

     2.  All RCRA judicial actions seeking penalties only,
         except for underground injection control regulation
         cases.

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                              -3-

         Ail actions to enforce final federal orders issued
         under RCRA §3008(a) .  This authority will take effect
         in each Region upon the successful referral by the
         Region of two cases in order to demonstrate the
         requisite experience.
TSCA & FIFRA
         All TSCA & FIFRA collection actions for unpaid
         administratively assessed penalties
2/ This class is now included in actions for unpaid administra-
tively or judicially assessed penalties arising under any
statute.  See General category number 1 above.

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     i
     3 UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
    f                WASHINGTON. D.C. 20460
                             28 MB
                                                        OFFICE OF
                                                      ENFORCEMENT AND
                                                     COMPLIANCE MONITORING
 Honorable  F.  Henry Habicht,  II
 Assistant  Attorney General
 Land  and Natural  Resources Division
 U.S.  Department of  Justice
 Washington, D.C.   20530

                       Re; Direct Referrals

 Dear  Hank:

      During the past year OECM has been holding discussions
 with  the Headquarters program offices and with the 10 Regional
 Counsels on how to  improve and expand the direct referral
 program, wherein  certain cases are referred directly from the
 Regional Administrator to your office.  Because the program
 is working well,  the consensus of the Associate Enforcement
 Counsels,  the program compliance division directors and the
 Regional Counsels  is to expand the classes of cases subject
 to direct  referral.  We have also consulted with members of
 your  staff and understand that they acquiesce in this concept
 insofar as the classes of cases set forth herein are concerned.

      This  letter, when signed by you, will serve as an amendment
 to our September  29, 1983, agreement which set forth the condi-
 tions of the initial direct referral pilot project.  It will
also  amend the June 15, 1977, Memorandum of Understanding
between our respective Agencies.

      The following 8 classes of cases will be added to the
direct referral program:

      1.  All collection actions in which the relief
         requested is solely for unpaid administratively or
         judicially assessed penalties under any statute,
         except for actions to assess penalties under CERCLA
         and cases where there is little prior experience in
         civil judicial enforcement (i.e., the Ocean Dumping
         Act, underground injection control regulation under
         RCRA/SDWA, Clean Air Act NESHAPs other than vinyl
         chloride and asbestos) .

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                               -2-

      2.  All actions in which the only relief sought is con-
          tempt for violation of any consent decree or other
          enforceable order, and/or to enforce the terms of any
          consent decree or other enforceable order.^/  The pre-
          ceding types of actions against governmental entities
          shall continue to be referred to OECM.

      3.  Clean Air Act cases involving asbestos  and vinyl
          chloride National Emissions  Standards for Hazardous'
          Air Pollutants.

      4.  All Clean Air Act post-1982  date cases  except  those
          involving steel producers, smelters,  and lead
          sources. £/

      5.  All Clean Water Act cases involving NPDES permit
          violations by industrial  dischargers, except those
          involving violations relating to or determined  by
          biological methods or techniques measuring effluent
          toxicity.

      6.   All judicial  actions alleging interim status vio-
          lations  under RCRA S3008(a)  except  cases involving
          loss  of  interim status  or closure.   This authority
          will  take  effect in each  Region  upon the successful
          referral by the Region  of two cases in  order to
          demonstrate the requisite experience.   This author-
          ity does not  include corrective  action  cases under
          S3008(h).

      7.   All RCRA judicial actions seeking penalties only,
          except for underground  injection control regulation
          cases.

      8.   All actions to enforce  final  federal orders issued
          under RCRA S3008(a).  This authority will take  effect
          in  each  Region upon the successful  referral by  the
          Region of  two  cases in  order  to  demonstrate the
          requisite  experience.

      We will add  these  expansion cases to the 5  classes  of cases
currently included  in  the direct referral program listed below:
I/  All modifications of consent decrees which  result  from any
action (direct referral) in this paragraph  shall  continue to
require OECM approval and program office approval, where appro-
priate, prior to submission to DOJ  for entry by the court.

2/  OECM approval will also be required when major changes are
made to SIPs due to a future change in the  related NAAQS.

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                               -3-

      1.  Cases under Section 1414(b)  of the Safe Drinking Water
          Act which involve violations of the National  Interim
          Primary Drinking Water Regulations, such as reporting
          or monitoring violations or  maximum contaminant
          violations.  (Note:  This category does not include  any
          causes of action under section 1414(b)  established by
          the SDWA Amendments of 1986.)

      2.   The following cases under the  Clean Water Act:

          a.   cases involving discharges without  a permit  by
              industrial dischargers;

          b.   all  cases against  minor  industrial  dischargers;

          c.   cases involving failure  to monitor  or report  by
              industrial dischargers;

          d.   referrals to collect  stipulated penalties from
              industrials under  consent  decrees;

          e.   referrals to collect  administrative spill
              penalties under Section  311(j)  of the CWA.

      3.   All  stationary source  cases  under  the Clean Air  Act
          except the  following:

          a.   cases involving the steel  industry;

          b.   cases involving nonferrous smelters;

          c.   cases involving NESHAPs;

          d.   post  -  1982 date cases.

     4.   All  TSCA  &  PIFRA collection  actions for unpaid
          administratively assessed  penalties.

   - 5.   All  mobile  source tampering  and  fuels cases (except
          governmental  entity cases) arising  under the Clean
          Air  Act,  Sections 203  and  211  respectively.

     OECM will continue  to play a  substantive role in these
cases, especially  in view of the  increased  size of the Agency's
case load and the  need to ensure that our cases  reflect the
Agency's  priorities.   OECM and  DOJ  will  simultaneously review
these referrals.

     Within 35 days of receipt  of a copy of  the direct referral
package,  the  appropriate  AEC will comment on the merits of the
referral  to DOJ and  to the originating  regional office.   He may
ask the Assistant  Administrator of  OECM to  recommend to DOJ

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                               -4-

 that  the  case  be  further  developed  before  filing or returned to
 the regional office.   OECM will  also  continue  to oversee the
 progress  and development  of  these direct referral cases and will
 continue  to approve all judicial settlements on behalf of EPA.
 All other agreed-upon  conditions and  procedures regarding direct
 referrals and  case management  will  remain  in effect.

      In order  to  allow sufficient time prior to implementation
 of the expansion  and to make the U.S. Attorneys, the regional
 offices and our staffs aware of its provisions, it is agreed
 that  this agreement shall become effective for cases referred
 from  a Region  on  or after September 2, 1986.   I will distribute
 a memorandum to the Regions, the Headquarters program offices
 and within OECM explaining the expansion and how it will be
 implemented.

      I appreciate your cooperation  in arriving at this amendment
 to our agreement.  If  this direct referral case expansion meets
 with  your approval, please sign in the space provided below and
 return a  copy  of  the letter to me for our  files.

                            Sincerely,
                            Thomas L. Adams, Jr.
                            Assistant Administrator
Approved:
         Habicht, II
Assistant Attorney General
Land and Natural Resources Division
U.S. Department of Justice

cc:  Richard H. Mays
     Senior Enforcement Counsel

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