EPA-AA-SDSB-79-33
                          Technical Report
            Analysis  of Technical Issues Relating to:

       California's Request  for Waiver of Federal Preemption
      with Respect  to Optional 100,000-Mile Exhaust Emission
    Standards  and Test Procedures for 1980 and Subsequent Model
    Year Light-Duty Vehicles  and 1981 and Subsequent Model Year
            Light-Duty Trucks and Medium-Duty Vehicles
                                by


                       Richard A. Rykowski



                          December 5, 1979
                             NOTICE

Technical Reports do not necessarily represent final EPA decisions
or positions/  They are  intended  to  present  technical  analysis  of
issues using data which  are  currently available.    The  purpose  in
the release of  such  reports  is to  facilitate  the exchange  of
technical information  and to  inform the public of  technical devel-
opme'nts which may form the basis for a final EPA decision, position
or regulatory action.

            Standards Development and Support Branch
               Emission Control Technology Division
           Office of Mobile Source Air Pollution Control
                Office of Air, Noise and Radiation
               U.S. Environmental Protection Agency

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Introduction

     California has asked  EPA for a waiver  of  Federal preemption
concerning a number  of changes  to  emission standards and  test
procedures applicable when a vehicle is certified for 100,000
miles.  A  separate set of emission standards are applicable  when a
vehicle is being certified for 50,000  miles, which  is  the  Federal
certification  period.  These  50,000  mile  emission  standards  have
already been  granted  a  waiver  by EPA under the requirements  of
Section 209(b)  of  the  Clean  Air Act  and are not  being  revised.
Thus, it  is  helpful  to note that the  changes  to the 100,000-mile
emission  standards  and test procedures  constitute  changes  to  an
option and are not  required  to be met by all manufacturers.   The
100,000 mile  certification revisions are  to take effect beginning
with the 1980 model  year for passenger  cars and with the 1981 model
year for light-duty  trucks  and medium-duty vehicles.

     The  criteria under  which  a waiver of  Federal  preemption can
and must  be  granted is  stated  in Section  209 (b) of the Clean Air
Act as amended in 1977:

          (b)(l) "The  Administrator  shall, after notice and  oppor-
     tunity for public hearing,  waive  application of  this  section
     to any State which has adopted standards (other than crankcase
     emission  standards)  for  the  control  of  emissions from  new
     motor vehicles  or new motor vehicle engines prior to March 30,
     1966,  if  the  State  determines  that  the State standards
     will  be, in aggregate,  at  least  as  protective of  public
     health and welfare  as applicable  Federal  standards. No  such
     waiver  shall  be  granted if the  Administrator finds that-
          (A)   the  determination of.  the State is arbitrary  and
     capricious,
          (B)   such  State  does not  need  such State standards  to
     meet  compelling and extraordinary  conditions, or
          (C)   such  State  standard  and  accompanying  enforcement
     procedures are  not consistent  with section  202(a)  of  this
     part."

     This  document shall  concern  itself  with only  two  of  the
criteria  mentioned in  Section  209(b);  1)  that  the State  was
not arbitrary  and  capricious  in determining that the  State stan-
dards will be,  in the  aggregate,  at  least as protection of  public
health and welfare  as  applicable Federal  standards and  2)  that the
State <• standards  and  accompanying test procedures  are consistant
with Section 202(a)  of the  Clean Air Act.  For the purposes  of  this
document,  consistency with Section 202(a) will  be  interpret ted as
meaning technological  feasibility given the  available  leadtime and
with  consideration given to the  cost of  compliance  (see paragraph
202(a)(2)   of  the Clean  Air  Act).   The   fact that  compelling  and
extraordinary conditions  existing  in California has been determined
in past waiver decisions  and will not be discussed here.

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Revisions Proposed by California

     California's  current  emission standards  and  the maintenance
items allowed for vehicles certified  for  100,000 miles are shown in
Table 1.  California's proposed  revisions  are  shown  in Table 2.  In
these revisions,  California  has 1)  numerically  raised  the hydro-
carbon (HC) and carbon monoxide  standards  applicable under 100,000-
mile  certification (Options  1 and  2),  2)  given  an HC  exhaust
emission  allowance  for vehicles with very low  and durable evap-
orative  HC emissions  which  are certified for 100,000  miles,  3)
allowed  the  durability vehicles used to determine compliance with
these standards to  'line  cross1  as long as these vehicles did not
line  cross  both applicable California  or  Federal 50,000-mile
standards, and 4) increased the  amount of  maintenance allowed under
the 100,000-mile option.

Discussion                 .

     As mentioned  earlier, EPA  must  decide,  1) that  all of these
proposed  revisions  are  technologically   feasible given available
leadtime  and cost  and 2) that  California was not  arbitrary and
capricious in determining that their  standards with  these revisions
are equally  protective of public health and welfare as applicable
Federal standards.  The appropriate  decision  in  each of these two
areas will be made below.

     It is rather  simple  to  show that these revisions are techno-
logically  feasible  given  the leadtime available and the  cost  of
compliance.  It can be done in two  ways.   One,  each  separate change
shown in Table 2  is  a  relaxation of the requirements  listed  in
Table 1.   If the current 100,000-mile option  (Table 1) was deter-
mined  to be  technologically   feasible,  etc.,  then the  revised
100,000-mile  options  must also  be technologically  feasible,  etc.
This assumes  that  no new  information  has  come to light since the
decision  was made  on  the current 100,000-mile  option  that would
alter that previous decision, which is the case here.

     Two,  California  has shown that  at least  one vehicle has
certified under  the existing 100,000-mile  option.^/*   Given that
the revised  options are  less  stringent,   this same vehicle could
have certified1with the revisions in  place.  This also demonstrates
that the revisions are technologically feasible, etc.  As mentioned
before,  the  100,000-mile standards  are optional and  do not have to
be met by everyone.
*     California stated at the Hearing that this vehicle certified
under the revised Option  2  standards.   However,  an examination of
the  data made  available shows this  vehicle to  be meeting the
existing 100,000-mile standards  also.

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                             Table 1

           Emission Standards and Allowable Maintenance
          Under California's Current 100,000-Mile Option
Hydrocarbon and Carbon Monoxide Standards - Same as applicable
          50,000-mile standard except must be met for 100,000
          miles.
Oxides of Nitrogen Standards - Numerically 15-150 percent higher
          than applicable 50,000-mile standard depending on vehicle
          class and model year and must be met for 100,000 miles.

Allowable Maintenance (Minimum Interval)

     Accessory drive belt adjustment (30,000 miles)

     Air filter (30,000 miles)

     Fuel filter replacement (30,000 miles)

     Idle speed adjustment (30,000 miles)

     Valve lash (15,000 miles)

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                             Table 2

           Emission Standards and Allowable Maintenance
     Under California's Proposed Revised 100,000-Mile Option

Oxides of Nitrogen Standards - Same as under current 100,000-mile
          option.

Hydrocarbon and Carbon Monoxide Standards -
     Option 1 - Same as applicable 50,000-mile standard and must be
          met for only 50,000 miles.  Least-squares line used to
          determine deterioration factor is fit to data
          over full 100,000 miles.*

     Option 2 - Numerically 21.7 percent greater than applicable
          50,000-mile standards and must be met for 100,000 miles.*

     Evaporative Hydrocarbon Allowance (available under both
          options) - For vehicles with durable evaporative emis-
          sion control systems showing emissions of less than 1.0
          gram per test, the applicable hydrocarbon emission
          standard shall be modified as follows:
          HCex. .75 (.185 -       -     ) . HC0

     Where:

     HC  - adjusted exhaust hydrocarbon standard
       6X

     HC  = unadjusted exhaust hydrocarbon standard

     Di    =   diurnal evaporative emissions
     Hs    =   hot soak evaporative emissions

Allowable Maintenance (Minimum Intervals)

     Accessory Drive Belt Adjustment  (30,000 mi)
     Valve Lash Adjustment  (15,000 mi)
     Spark Plug Replacement  (30,000 mi)
     Air Filter Replacement  (30,000 mi)
     Exhaust Gas Sensor Replacement**  (30,000 mi)
     Choke Cleaning or Lubrication**  (30,000 mi)
     Break-in Maintenance  (5,000 mi)
     Fuel Filter Replacement  (30,000 mi)
    'Idle Speed Adjustment  (30,000 mi)
     Injection Timing Adjustment  (30,000 mi)
*    Deterioration factors obtained from vehicles of the same
engine family which exceed these standards may be used as long as
these vehicles meet California or Federal standards applicable for
50,000-mile certification.

** Allowed under Option 1 standards only.

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     A point concerning these options  was raised by Chrysler at  the
EPA Hearing on the granting  of  this waiver.   It is more  legal than
technical and  as  such will  not  be  resolved is this report.   How-
ever,  for  completeness it deserves mention.    The point made  was
that  regardless of  the feasibility  of the  100,000-mile  options, a
manufacturer like Chrysler did  not  have the resources to evaluate
all  the  options  and take the most  advantageous option.   They  are
forced to decide early which  option  they will  certify  under without
being  able  to  give  the other options  the same  level  of  considera-'
tion  as  manufacturers  like  General  Motors  and  Ford.   In essence,
they  are saying  that the more  options  made available,  the easier
it  is for  larger  manufacturers to  certify,  but more  options
did not  always help  the  smaller manufacturers.   The resolution of
this comment will be left to others examining the  legal  aspects of
granting this waiver and  this  analysis  will move on to  the second
criteria, equal protectiveness.

     The second decision which  needs  to be made is whether or  not
California  was  arbitrary  and  capricious  in their  decision  that
their  standards as revised are  still equally protective  as Federal
standards.  To make this decision,  it  will be helpful  to examine
the individual changes between  Table  1  and 2 separately.  Some of
these  modifications  can be easily shown to be  equally protective,
while others are more complicated.

     The modifications for which it  is  a rather  simple  task to show
them  to  be equally  protective  as  Federal  standards  are  the  two
test procedure areas,  allowable maintenance and  line  crossing,  and
the Option  1 HC  and CO standards.  As  can be seen, the allowable
maintenance shown  in Table  2  is increased from that of Table 1.
However,  if the allowable maintenance  shown in Table 2 is compared
to that  allowed under  Federal regulations,  2f  one finds that  all
except one item of the Table  2 maintenance is  allowed under Federal
regulations at  least  as  often.  The  exception  is maintenance of
the  exhaust gas  sensor every 30,000 miles  under Option 1.   Main-
tenance  of the exhaust gas sensor is not  specifically  addressed in
the Federal provisions. However,  the Administrator has been allow-
ing maintenance  of  these sensors  every 15,000 miles  under  the
provisions contained  in  40  CFR 86.079-25(a)(5),  which  govern  the
allowance of -maintenance in  addition to  that  actually  specified.^/
Thus,  in this area of maintenance  as well as the  others,   the
Calfornia revision is  still  more  stringent  than  applicable Federal
regulations and should not  cause California  standards to be less
stringent than Federal standards.

     The other modification to the test  procedures  is  the allowance
of line  crossing  with  durability data vehicles used when certify-
ing for  100,000-miles.  These vehicles  are still required to meet
either the  California or Federal standards  applicable  at  50,000
miles  at every test  point. Also,  the  least-squares line fitted to
this data must fall below the applicable  50,000-mile California or

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Federal  standards.   In  essence,  the  100,000-mile  durability  ve-
hicles must meet  the same line-crossing requirements that 50,000-
mile  durability  vehicles must  meet,  but  no more.   California's
reasoning is  that  this allows  Federal  and California 50,000-mile
durability data  to be  extended for use  in  100,000-mile certifi-
cation  and  saves  manufacturers the cost  of a  second  durability
vehicle.  This is  similar to  California's  allowance of  the use of
Federal  50,000-mile  durability data  for California  50,000-mile
certification even  if  the  applicable  Federal standards  are  well
above the California  standards.

     In this case, it is  simplest to demonstrate that the revision
is equally protective by  comparing  it  to other California actions
which have already been  declared equally protective by  EPA.   EPA
has already granted California essentially the same waiver for its
50,000-mile standards  in  that California's 50,000-mile  durability
vehicles do not  have to  meet  (i.e.,  can line-cross) California's
50,000-mile standards if they meet (and do not line-cross) Federal
50,000-mile standards.  The  revision  to  the line-crossing provision
for  the 100,000-mile standards is simply  an  extension of  the
previously-waived philosophy one more step.  California's 100,000-
mile durability vehicles  do  not  have  to  meet  (i.e., can line-cross)
the 100,000-mile standard as  long as they meet  (and do  not  line-
cross)  either California or  Federal  50,000-mile standards.    The
extention by  California  of  this  allowance  to  100,000-mile  dura-
bility vehicles  should  be no different than the first extention to
50,000-mile durability vehicles and should be treated no  dif-
ferently.   Thus,  the  revision  of the  100,000-mile line-crossing
provision,  like  the allowable maintenance revision,  will  not  cause
California standards to  be  less  stringent than  Federal  standards
and,  for its  part,  is  then judged  to be equally  protective of
public health  and welfare.

     The determination  that the last changes,  the evaporative
HC emission allowance,the Option  1 standards  and the Option 2
standards,  are equally  protective as  Federal standards  are  more
difficult  in that one  can contrive  circumstances where these
revisisions cause  California  standards  to be  less  stringent  than
Federal  standards  and  other  circumstances where the opposite is
true.   In  the case  of  these  revisions more so  than the previous
two,  it will 'be  important to  remember  that EPA can only determine
whether  or  not  California  was  arbitrary and capricious  in  their
determination  that their  revised  standards  are  equally  protective
of public  health  and  welfare.  The  granting  of  the  waiver of
Fede'ral preemption does not  and  cannot depend on EPA's judgement of
whether or not the revised California standards are equally protec-
tive.   If  EPA can  show  conslusively that the  revised  California
standards are less  stringent,   then of  course California's  deter-
mination must be  erroneous  or  arbitrary.   If the  revisions  have
conflicting effects,  however, increasing  stringency  here  and
reducing it there, then  it  is  possible  for  EPA  and California to

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differ on the  relative  importance  of the two effects and a waiver
still be granted.  California must  simply have  good  reason why they
take their particular stance.

     The Option  1  standards  will be examined  first.   Here, Cali-
fornia will  be shown not  to be arbitrary  and capricious  by com-
paring  these  standards to  the  existing California 50,000-mile
standards which have  already been  waived by EPA.  The differences
between  the Option 1 standards and the California 50,000-mile
standards are as follows.  First, both sets of HC and CO standards
are numerically the same and  determined at 50,000 miles.  However,
the  deterioration  factor under  Option  1 is  taken  from  a least-
squares  line  fit  to 100,000 miles of emission data as opposed to
50,000 miles  for  the 50,000-mile standards.   Under Option 1,  the
vehicle is also warranted to  meet these standards for 100,000 miles
as opposed  to  50,000 miles'.   Both  of  these differences cause the
Option 1 HC and CO standards  to be  more stringent than California's
existing 50,000-mile  standards.  An  exception to this could occur
if the deterioration in emissions was lower  after 50,000 miles than
before,   causing  the  50,000-mile  deterioration  factor to  be  less
under Option 1 than under the existing 50,000-mile standards.  This
situation is  not likely to  occur, however,  and few manufacturers
would argue that  it was easier to  meet the  Option 1 HC and CO
standards than to meet  California's 50,000-mile HC and  CO stan-
dards.   Thus,  with respect  to emissions  of these two pollutants,
the Option 1  standards  are more  stringent than  the existing Cali-
fornia 50,000-mile standards.      •       •

     The situation with  respect  to NOx  emissions is not  as clear
cut.   Option 1 extends compliance with the NOx standard to 100,000
miles, but also numerically  increases the NOx standard by substan-
tial amounts.  The first difference increases the stringency of the
NOx  standard.   However,  the effect of  the second difference is
unclear.   A vehicle with a very high  deterioration of NOx emissions
after 50,000 miles may find  it more  difficult to meet the Option  1
standard.  A vehicle with more  typical  NOx emission deterioration
after 50,000 miles (like that of  the  first 50,000 miles) would find
it much easier to meet the Option  1  NOx  standard.   Thus, while the
Option 1 HC  ajad CO  standards are  clearly more  stringent  than the
California 50,000-mile standards,  the Option 1  NOx standard is both
more  and  less  stringent  than  the 50,000-mile  NOx standard.

    fin  their  supporting  analyses,47  California  recognizes  the
above tradeoff.  Indeed, tradeoffs such as these have been made by
California before  and waived by EPA.    For example, California's
50,000-mile CO standard for 1980 model year passenger cars is less
stringent than  the  Federal  standard, but California's 50,000-mile
NOx standard is more stringent.   A  tradeoff  was made between CO and
NOx control.  Here, California is accepting a possible increase in
NOx emissions  (due  to the numerically  higher standard) for better
HC and CO control (100,000-mile durability)  and possible reductions

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in NOx emissions (100,000-mile durability), especially from three-
way catalyst-equipped vehicles.  As there are factors both increas-
ing and decreasing  the stringency of the Option 1 standard over the
50,000-mile standards, no conclusive determination can be made one
way or the other.   Without  a  conclusive determination that Option 1
is  less   stringent  than California's  50,000-mile  standards  (and
Federal standards),  it  is  not possible to  demonstrate  that  Cali-
fornia is being arbitrary and capricious in  this case.  Thus,
California's arguments must be accepted and a waiver granted,  with
respect to technical grounds.

     The Option 2  HC and CO  standards also  involve some judgment
because they are based  on  the Option  1 standards extrapolated out
to  100,000 miles  using typical deterioration  rates.  The NOx
standard under Option 2 is  the same as under Option 1.  If a given
vehicle exhibits more than typical deterioration, the 100,000-mile
standard will be more stringent then the 50,000-mile standards.  If
a vehicle  exhibits less than  typical  deterioration,  the 100,000-
mile  standards  could be less stringent  in  that a vehicle  could
exceed the 50,000-mile standards at 50,000 miles and still meet the
100,000-mile standards  at  100,000 miles.   All  this  assumes  that
vehicles   certified  over 50,000  miles  exhibit  similar  emissions
deterioration over  the next 50,000 miles.   Indeed, this is not the
case  with  many  in-use vehicles and much of California's position
rests on the difference  between certification and in-use emissions.

     In their  study of this area,4/ California  makes it  very
clear why they believe the  Option 2 standards to be more stringent
than  their own 50,000-mile  standards and thus,  more stringent  then
Federal standards.   The  primary reason  is that extending certifica-
tion  and the emissions warranty to  100,000 miles  will have a
significant effect  on reducing the difference between certification
and  in-use emissions.   It  is  a very simple task to show  that
gasoline-fueled  vehicles do not meet emission standards in-use and
it  is reasonable  to  expect  100,000-mile certification  to improve
this  situation.   Indeed, the increased level  of allowed emissions
is  not  unreasonable  for  gasoline-fueled  vehicles.   It  would  be
difficult to argue  that  the 100,000-mile standards were  less
stringent than the  50,000-mile standards  for these vehicles.   Even
if  a  vehicle- exhibited  low  deterioration  over  50,000  miles, the
extension of testing  to  100,000 miles  is a significant step,
particularly when  coupled  with  the  reduced maintenance  allowed
under Option 2.
    r
     The  only  real  difficulty arises with the use of  diesels.
These vehicles  exhibit  very  low  emissions deterioration and the
lack  of external emission control makes them strong candidates for
successfully certifying to  100,000 miles.   California acknowledges
that  these vehicles  may be allowed to emit more pollutants  under
the Option  2  standards than  under  California's  50,000-mile  stan-
dards.   However,  they  also  point  out that in-use  emissions  from

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diesels  are  much nearer  the standards  than those  from  gasoline-
fueled vehicles.  Thus, even if diesels are allowed to emit slight-
ly more  during  certification,  they will emit far  less  in-use  than
the gasoline-fueled  vehicles they replace.   EPA cannot  show  this
reasoning to be  wrong.  Thus,  California's arguments  that  the
Option  2 standards  provide  more protection  of  public health  and
welfare  than  their  50,000-mile  standards  and thus,  Federal  stan-
dards, is reasonable and not arbitrary and capricious.

     The argument for the evaporative HC emission allowance is  very
similar.  California  is recognizing  the  connection between exhaust
and evaporative HC emissions and allowing some tradeoff between the
two.  At the  same time they avoided  a  "defacto" relaxation of the
two HC standards which would have occurred by directly coupling the
two standards.4/   Four restrictions were placed  on  the allowance.
One,  the evaporative emission  control system had  to  be especially
effective, below  1.0  gram  per  test,  before the  allowance became
available.   Two,  the  evaporative  emission control system  must  be
effective at  the above level  for at  least 50,000 miles.   Three,
only  75% of  the difference between the  evaporative  emission level
and the  evaporative HC standard  (2.0  grams  per test)  on a gram per
mile basis is given as an exhaust HC emission allowance.  Four,  the
allowance is only available  with 100,000-mile certification, which
carries  with  it  the.100,000-mile emission  warranty,  reduced main-
tenance, etc.

     While this  allowance  is  obviously intended  to aid  diesels,
much  like the Option 2 standards,  it  is  difficult to discern if it
is  also  realistically intended  for  gasoline-fueled vehicles.   As
was the  case with the Option 2  standards,  a diesel certifying  with
the allowance  could emit  more  exhaust  HC emissions than  allowed
under Federal  standards.   The  evaporative emissions would be  the
same in each  case, even though  the Federal  evaporative HC  standards
would have been  allowed more.    However,  it  is  quite possible  and
even  likely that  these diesels  will  still emit   less HC  emissions
over  their  lifetimes  than   gasoline-fueled  vehicles certified  to
California or  Federal  50,000-mile standards,  even with  the  evap-
orative  HC allowance.   This is the reasoning that  California  uses
to conclude that the Option  2 standards  with the allowance are,  in
the aggregate,  equally protective  of public health and welfare  as
Federal  standards.    California's position,  given  the. facts,  is
reasonable and therefore,  not arbitrary and capricious.

Conclusions and Recommendations

     All  technical  aspects   of  California's proposed revisions  to
their regulations have been  examined.  The  revisions  were  found to
be  consistent  with  Section  202(a) of  the Clean  Air Act  in  that
they  are technologically  feasible  given  available  leadtime  and
cost.    California's  determination that their standards with  these
revisions were  still at  least  as protective of public health  as

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Federal Standards was also found to be reasonable and not arbitrary
and capricious.  Thus, there appears  to be no  technical  grounds  on
which EPA should deny a waiver of Federal  preemption.

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                           References

I/   Transcript  from Public Hearing  on California State Motor
     Vehicle  Pollution Control Standards, U.S.  EPA,  San Francisco,
     CA.,  October 24, 1979.

2j   40 CFR 86.079-25 (a)(l)(i).

3/   1979  Owner's Manuals  of  General  Motors' vehicles  utilizing-
     closed-loop carburetion control.

4/   "Public Hearing to Consider  Changes to the  Air Resources
     Board's  Standards and Test Procedures for 1980  and Subsequent
     Model Passenger Cars, Light-Duty Trucks,  and Medium-Duty
     Vehicles," Staff Report, California Air Resources Board, March
     6, 1979.

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