CONSTRUCTION GRANTS PROGRAM
        INFORMATION
              INDUSTRIAL COST
            RECOVERY SYSTEMS
                   NOVEMBER 1976
                    UNITED STATES
             ENVIRONMENTAL PROTECTION AGENCY
             OFFICE OF WATER PROGRAM OPERATIONS
              MUNICIPAL CONSTRUCTION DIVISION
                 WASHINGTON, D.C. 20460
                                          MCD-44

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NOTE:
     This document is not a replacement of the Act, the
Regulations, the Guidelines, or official EPA policy state-
ments, it contains supplemental information to explain
these statutory and regulatory requirements and provides
examples of industrial cost recovery requirements, inter-
pretations, and procedures.  Any clarifications and spe-
cific conditions applicable to a local area should be dis-
cussed with the appropriate EPA Regional Office.

     To order this publication, MCD-44, Construction
Grants Program Information — Industrial Cost Recovery
Systems, write to:

     General Services Administration (8 FSS)
     Centralized Mailing List Services
     Bldg. 41, Denver Federal Center
     Denver, Colorado 80225

Please indicate the MCD number and title of publication.

This publication should be placed in Part III, Guidelines
of the Municipal Wastewater Treatment Works Construc-
tion Grants Program manual of references.

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  CONSTRUCTION GRANTS PROGRAM

          INFORMATION -

INDUSTRIAL COST RECOVERY SYSTEMS
             United States
     Environmental Protection Agency
    Office of Water Program Operations
      Municipal Construction Division
         Washington, D.C. 20460
            November 1976

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                                                PREFACE
Section 204(b)(1)lB) of the Federal Water Pollution Control Act Amendments of 1972 (PL 92-500) requires that
industrial users of the treatment works make payments for "that portion of the cost of construction of such treat-
ment works (as determined by the Administrator) which is allocable to the treatment of such industrial wastes."

     In carrying out the provisions of this section, EPA has published:

     • in Title 40 of the Code of Federal Regulations, Part 35, State and Local Assistance,
        Subpart E, Grants for Construction of Treatment Works.  (40  C.F.R. §35.900 et seq.)

                     This document focuses attention on sections 35.903(k);
                     35.905-6, -7, and -8; 35.920-3(b)(3) and -3(c); 35.925-12(a)
                     and -17; 35.928-1 and -2; 35.935-13(a)(c)(d)(e); 35.940;
                     and 35.945(b).

     • Federal  Guidelines - Industrial Cost Recovery Systems, February 1976.

     The purpose of this document is to supplement the "Federal Guidelines — Industrial Cost Recovery Systems,"
to provide additional details for assistance in implementation and review of the grantees' Industrial Cost Recovery
(ICR) systems, and to outline a general implementation process which is in compliance with Federal requirements.
                                                                              Assistant Administrator
                                                                       MT Water Program Operations
                                                                       Washington, D.C.

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                                         ACKNOWLEDGMENT
     This document of Supplemental Information was prepared by the Municipal Construction Division, Water Program
Operations, Office of Water and Hazardous Materials.


     The initial drafts of this document were prepared, under contract, by Peat,'Marwick, Mitchell & Co., Washington,
D.C. This document was reviewed and edited by the staff of the Municipal Construction Division to validate its accu-
racy and ensure that it properly and effectively conveyed Agency policies and procedures after meetings with the con-
tractor's project manager, Ben King Duffy.  Further review and editing of this document was performed by representa-
tives of each of the ten EPA Regions, the Office of General Counsel, the Office of Audit, the Grants Administration
Division, and the Financial  Management Division.  John T. Pai, Chief Sanitary Engineer, Construction Operations
Branch, served as Project Officer for the supervision of this contract.  .
      Other members of the Peat, Marwick, Mitchell & Co. staff assisting in trie preparation were John A. Wander,
C. Alan Phillips, and Lawrence J. Scully.

      Document Advisory Staff: Harold P. Cahill, Charles Sutfin and Jack Wash burn. Director, Deputy Director and
Chief, Construction Operations Branch of the Municipal Construction Division respectively.
                                                   iii

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                                          TABLE OF CONTENTS


                                                                                                         Page

PREFACE                                                                                                 ii
ACKNOWLEDGMENT                                                                                       in
INTRODUCTION                                                                                            1
ICR SYSTEM REQUIREMENTS
      Industrial Cost Recovery and User Charges                                                                  2
      Industrial Cost Recovery System                                                                          4
      ICR System Legal Requirements                                                                          6
      Roles and Responsibilities                                                                                8
      Grants - Projects — Amendments                                                                        10
DEVELOPING THE ICR SYSTEM                                                                             12
      Identifying Industrial Users                                                                              14
      Developing the Industrial Data Base                                                                       16
      Classifying User Groups — Quantifying Flows and Loadings                                                    18
      Determining the ICR Cost Base                                                                          20
      Determining ICR Payments                                                                              22
      Billing                                               .                                                26
FUNDS MANAGEMENT                                                                                     28
      Cash Control                                                                                          28
      Investment                                                                                           30
      Disbursement                                                                                         32
ICR DESIGN CHECKLIST                                                                                   34
      40% Grant Payment ICR Checklist                                                                        36
      60% Grant Payment ICR Checklist                                                                        38

FIGURES

      Figure 1:    Relationship Between ICR and User Charges                                                      3
      Figure 2:    Industrial Cost Recovery System                                                                5
      Figure 3:    ICR Legal Requirements                                                                      7
      Figure 4:    Primary Roles and Responsibilities in Developing and Implementing ICR                               9
      FigureS:    Assignment of EPA Grant Identification Numbers by the States                                     11
      Figure 6:    Developing the ICR System                                                                   13
      Figure?:    Example of SIC Classifications                                                                15
      FigureS:    Illustrative Survey Approaches for Design Requirements                                           17
      Figure 9:    Classifying and Quantifying Users                                                              19
      Figure. 10:   Example of Calculations Required to Determine ICR Unit Costs                .                     21
      Figure 11:   Determination of Annual ICR Unit Cost Rates                                                   22
      Figure 12:   Calculation of Annual and Total ICR Payments Requirements                                      23
      Figure 13:   Expansion/Upgrading Payments Calculations                                                     25
      Figure 14:   Sample Billing Format                                                                      27
      Figure 15:   Example of Cash Record                                                                     29
      Figure 16:   Example of ICR Investment Record                                                            31
      Figure 17:   Disbursement Summary and Check/Format                                                     33
      Figure 18:   ICR Design Checklist                                                                        35
      Figure 19:   40% Grant Payment ICR Checklist Example                                                     37
      Figure 20:   60% Grant Payment ICR Checklist Example                                                     39
APPENDICES

      Appendix A: WWT Construction Grant Identification                   -                                    A-1
      Appendix B: Short SIC Titles                                                                            8-1
      Appendix C: Glossary                                                                                  C-1
      Appendix D: EPA Regional Offices                                                                       D-1

                                                     iv

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                                           INTRODUCTION
     This document of supplemental information is intended to describe the essential requirements of the "Federal
Guidelines - Industrial Cost Recovery Systems" Industrial Cost Recovery (ICR) Guidelines and other related require-
ments in a format which will assist the grantees in the design, installation and implementation cf their own systems.

     Industry, municipal, county, and state officials will all be involved, either directly or indirectly. In addition,
EPA regional authorities and headquarters are responsible to oversee the implementation of a system designed to
recover that portion of the Federal grant attributable to the cost of construction of treatment works allocable to the
treatment of industrial wastes.  The ICR Guidelines contains examples of the Federal requirements for determining
industrial contributions. This document contains illustrative materials for guidance during the design and review
steps. Accordingly, it  provides a progressive discussion of the  logical sequence most grantees will follow.

     Major requirements are referenced in the first section, following a schematic presentation of the relationship of
the Industrial Cost Recovery (ICR) and User Charge systems.  The second  portion of this document describes the
process of the technical classification of industry, and then the integration of the technical and financial data in order
to arrive at appropriate values.  The examples contained in the ICR Guidelines were used as the basis for input to the
examples in this document, so that the grantees and others in the industry and the government can have an explicit
set of examples to use  as a reference in discussing their own unique situations.

     In the third major portion of this document, the components of the "Funds Management" systems are intro-
duced. The functions  and components of the funds management process are discussed; however, no new policies or
outlines of  local financial procedures for the grantees are included.

     The fourth section contains an ICR design checklist to aid grantees in completing the system requirements in
the necessary timef rame.

     It is recognized that available data, existing systems, and local policies will all influence the specific approaches
worked  out by the various grantees.  For example, a small treatment facility operator with only one class of  industry
and one or  two industrial users will not view his ICR situation in the same manner as will the management group of
a major  urban-industrial waste treatment system. Because of this diversity in actual situations, it is expected that
the general guidance and information provided in this document will allow for local determination of the optimum
approaches to be utilized in each grantee's system.

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              ICR SYSTEM REQUIREMENTS
INDUSTRIAL COST RECOVERY AND USER CHARGES
     The requirements for establishing the volume and characteristics of industrial wastes, including the conduct of
surveys and quantification of flows, are similar for both ICR and user charges.  However, user charges apply to all
recipients of waste treatment services of the grantee and are utilized to recover the operation and maintenance ex-
penses of all the treatment works of the grantee, whereas ICR payments are required from industrial users only to
recover that portion of the Federal grant attributable to the costs of construction of the treatment works allocable
to the treatment of industrial wastes.       '  •  '

     The chart on the facing page indicates that, in addition to fiscal mechanisms, the institutional and substantial
legal mechanisms are also related for both  ICR and  User Charges. However, the ICR Capital Cost Recovery Program
and the User Charge Operating and-Maintenance Program have different specific objectives and scope of accounting
applications but relate to one basic system. This manual focuses on the  unique requirements of implementing and
operating the ICR portion of the system.  User charge criteria are outlined further under 40 C.F.R. 35.935-13 and
Appendix B of the Regulations.       -       '  •

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    SECTION 201
       GRANT
   REQUIREMENTS
                     S?-
LOCAL REQUIREMENTS
  •  Engineering
  •  Legal
  •  Institutional
  •  Section 204(b)(1)(C)
INDUSTRIAL COST RECOVERY SYSTEM
   • Construction Grant Funds
   • 5040-10% Accounting Cash Flow
   • ICR Formula Based on
     Engineering Input
   • Accounting Reports
   • Section 204(b)(1)(B)
     (expanded on Page 5)
-*•

ilLLING
YSTEMS

v^

P





^!-:-:-x-:vx-x
IIQCQO

1 '
USER CHARGE SYSTEM FOR OPERATING
     AND MAINTENANCE COSTS
  •  All Waste Treatment Services
  •  Strength and Flow Characteristics
  •  Industrial and Non-Industrial Costs
  •  User Charge Formula Based on
     Engineering Input
  •  Section 204(b)(1)(A)

                                      ACCOUNTING AND FINANCIAL
                                        MANAGEMENT SYSTEMS
                                     WATER QUALITY MANAGEMENT
                                              SUB-SYSTEM
                                        • Improve Systems
                                        • Support Rates
                                        • Expand Accounts
                                          •  Payrolls
                                          •  Inventory
                FIGURE 1: RELATIONSHIP BETWEEN ICR AND USER CHARGES

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j INDUSTRIAL COST RECOVERY SYSTEM |
       The close interface between engineering and accounting in an ICR system is illustrated in Figure 2 on the facing
  page which indicates the flow of engineering data which, when related to appropriate grant cost data, is translated into
  ICR annual costs.

       This figure is an expansion of the ICR "box" in Figure 1 on page 3. It indicates the sequential activities which
  must occur in the design, implementation and operation of an ICR system.

       The responsibilities of the grantee, EPA, and industrial users which occur prior to and during the development
  and implementation of an ICR system are outlined in the following pages.

       The importance of industry's role in the ICR system is often minimized or ignored. The joint treatment of
  municipal and industrial wastewaters can prove beneficial to both  the community and to the industrial establishments
  participating.

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PROJECT IS FUNDED
                                              ACCOUNTING
                                                                                            ENGINEERING
  1. PRIOR TO PAYMENT
    OF MORE THAN 80%
    OF STEP 3 6RANT,
       ACCUMULATE 75* FEDERAL
        CONTRIBUTION » STATE/
         LOCAL CONTRIBUTIONS
             BY PROJECT
                                 DETERMINE INDUSTRIAL
                                 USERS' REQUIREMENTS
                                (VOLUME AND LOADINGS)
                                   - ANNUAL BASIS
                                   Q/D. BOOIO. SSfO,...
                                           ASSIMILATE ALL PROJECT
                                           COSTS INTO FIXED ASSET
                                           ACCOUNTING SYSTEM IS)
                                            SEGREGATE FEDERAL
                                            GRANT AMOUNTS FOR
                                                ICR PURPOSE IS)
    INDUSTRIAL USERS'
    ANNUAL ICR COSTS
    ARE DETERMINED.
    CONSTRUCTION
    PROJECT IS
    COMPLETED.
    FACILITY IS
    OPERATING.
 3. INDUSTRIAL USERS
    SILLED AND
    RECEIPTS RECORDED.
 4.  RECEIPTS ALLOCATED
    AS SPECIFIED AND
    INVESTED.

                                                                                          DETERMINE FEDERAL
                                                                                         GRANT COSTS FOR EACH
                                                                                            INDUSTRIAL USER
                                                                                         S/Q/D.S/BOO/O.S/SS/D.
        DETERMINE ICR SYSTEM
           UNIT COST RATES
      S/Q/D/Y, S/BOO/D/Y. S/SS/D/Y....
                                  DETERMINE FACILITY
                                 USEFUL LIFE (Y) FOR ICR
                                  PURPOSE BASED UPON
                                 LESSER OF 30 YEARS OR
                                     USEFUL LIFE
        CALCULATE ANNUAL ICR
             PAYMENTS
        S/Y - S/O/D/Y X Q/O *
          J/BOD/O/Y X BOO/O <•
          S/SS/D/Y X SS/D * ...
                                 DETERMINE INDUSTRIAL
                                 USER ESTIMATED AND
                                 ACTUAL DAILY FLOWS
                                      AND LOADS
                                  Q/D, BOO/0. SS/0. .
BILLING AND COLLECTION
ANNUAL/MONTHLY/
QUARTERLY

)

RECEIPTS ARE INVESTED
AS REQUIRED
i

)
INVESTMENT EARNINGS
RECORDED AND ALLOCATED
•
)

 5. GRANTEE'S ANNUAL
   ACCOUNTING
   PERIOD FOR ICR
   PURPOSES
 6. DISBURSEMENT
   MADE WITHIN
   4 MONTHS
      DISBURSEMENTS OF RECEIPTS
       AND INVESTMENT EARNINGS
          ARE DETERMINED
 SOX PAID
  TO EPA
ANNUALLY

   40%
 RETAINED
REINVESTED
RESTRICTED
  USAGE
                                               1DX RETAINED
                                               BROAD USAGE
                   FIGURE 2:  INDUSTRIAL COST RECOVERY SYSTEM

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I ICR SYSTEM LEGAL REQUIREMENTS |
       The grantee has primary responsibilities in the design, implementation, and operation of ICR and User Charge
 systems. The Congressional intent in PL 92-500, the Act itself, EPA's implementing regulations, and the ICR Guide-
 lines address these major responsibilities.

 REPORT OF ICR INTENTIONS

       The Congressional intent of ICR is contained in the United States House of Representatives' Committee on
 Public Works report of March 11,1972:1

            In connection with industrial users of publicly owned systems, the Committee desired to estab-
       lish within the user charge system an arrangement whereby industrial users would pay charges sufficient
       to bear their fair portion of all costs including the share of Federal contributions for capital construc-
       tion attributable to that part of the cost of constructed facilities attributable to use by industrial sources.
       It is the Committee's view that it is inappropriate in a large Federal grant program providing a high per-
       centage of construction funds to subsidize industrial users from funds provided by the taxpayers at
       large.  Accordingly, the bill imposes an obligation on the part of publicly owned systems to incorporate
       into their user charge schedule a component to recover, without interest, that proportion of the total
       Federal grant to the community for construction purposes attributable to industrial users.  The Com-
       mittee recognizes that there will be some administrative difficulties Involved in establishing classes of
       industrial users and has left to the local system the obligation to set up an effective and equitable sys-
       tem, subject to the approval of the Administrator, inasmuch as the establishment of such a system is
       a precondition to Federal grants.

 PUBLIC LAW 92-500

       Public  Law 92-500, enacted October 18,1972, under "Title II - Grants  for Construction of Treatment Works"
 requires in Section 204(b)(1)(B) that the grantee applicant  "has made provision for the  payment to such applicant
 by the industrial users of the treatment works of that portion of the cost of construction" attributable to the Federal
 grant (75 percent of total grant eligible costs).

 IMPLEMENTING REGULATIONS

       40C.F.R.  § 35.903(k);
                    35.905-6;
                    35.905-7;
            /       35.905-8;
                    35.920-3(b)(3) and -3(c);
                    35.925-12(a);
                    35.925-17;
                    35.928;
                    35.928-1;
                    35.928-2;
                    35.935-13(a)(c)(d)(e) ;
                    35.940; and
                    35.945(b).

 FEDERAL GUIDELINES-INDUSTRIAL COST RECOVERY SYSTEMS, MCO-45
        Available from:
            General Services Administration (8FFS)
            Centralized Mailing List Services
            Building 41, Denver Federal Center
            Denver, Colorado  8022S
   Federal Water Pollution Control Act Amendments of 1972, Report of the Committee on Public Works, U.S.
   House of Representatives, 92d Congress, 2d Session, House Report No. 92-911, March 11,1972, pp. 91-92.

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Md datum, id State*	BOOM Rtport No. 9J-»11
   FEDERAL WATER POLLUTION CONTROL
         ACT AMENDMENTS OF 1972
                 REPORT
                   or THE

       COMMITTEE ON PUBLIC WORKS
   UNITED STATES HOUSE OF REPRESENTATIVES
                         Public Law 92-500
                       92nd Congress. S. 2770
                          October 18. 1972


                             a» a*    	„__

                   To amrnd the Federal Water i'nllullon Control AIT.

             Be it enacted by the Senate and flou*e of Rejtrtteittutivei of the
           United States of America in Conqrt** it**  of the
                             Act, the grantee must comply with ap-
                             plicable user charge and industrial cost
                             recovery requirements; see 5§ 35.925-11,
                             35.925-12.  35.928.  35.935-13,  and Ap-
                             pendix B of this subpart.
                                         FEDERAL GUIDELINES


                                                    INDUSTRIAL COST

                                                  RECOVERY SYSTEMS


                                         MUNICIPAL WA5TEWATER TREATMENT WORKS
                                               CONSTRUCTION GRAISTS  PROGRAM
                          FIGURE 3:  ICR LEGAL REQUIREMENTS

                                            7

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{ROLES AND RESPONSIBILITIES
 EPA

      • Reviews grantee's intent to install ICR (prior to approving a Step 2 grant);

      • Reviews grantee's planned schedule of implementation for complying with ICR (prior
         to approving a Step 2 or Step 3 grant);

      • Reviews evidence submitted by the grantee that an Industrial Cost Recovery System is
         being developed (prior to the payment of more than 50% of the Step 3 grant);

      • Approves the grantee's ICR system and plans (prior to the payment of more than 80%
         of the Step 3 grant); and

      • Audits grantee's records for compliance.

 GRANTEE

      • Prior to Step 2, submits satisfactory evidence of intent to comply with  ICR requirements;

      • Requests letters of intent from significant users;

      • Executes reserve capacity contracts with those industrial users who desire to reserve
         capacity;

      • Shows satisfactory evidence of ICR system development prior to the payment of more
         than 50% of the Step 3 grant;

      • Completes ICR system design and obtains EPA approval prior to the payment of more
         than 80% of the Step 3 grant;

      • Implements and maintains the approved ICR system when Step 3 construction is com-
         pleted or when service is provided to the first industrial user;

      • Reevaluates and updates the allocations of capacity to industrial users in conjunction
         with an annual review of ICR; and

      • Adjusts the ICR shares proportionately when an expansion, upgrading of treatment or
         change in waste loadings occurs.

 INDUSTRY

      • Significant  (10%+) industrial users must submit letters of intent to the grantee (prior to
         approval of Step 2 grant);

      • Users requiring or desiring reserve capacity must contract for their needs;

      • Industrial users must report any substantial changes in their wastewater characteristics; and

      • Industrial users must make initial payments to the grantee within the first 12 months after
         initiation of service and at least annually thereafter.

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          ROLES AND RESPONSIBILITIES
   INDUSTRIAL COST RECOVERY MILESTONES
(1)   Grantee submits evidence of agreement to
     implement ICR.

     Significant users (10%+) submit letters of intent
     to grantee who submits to EPA.

(2)   Grantee submits evidence to EPA that he is
     developing ICR  system.

(3)   Grantee submits completed ICR system design,
     including opinion of adequacy, to EPA and
     obtains approval.

(4)   Grantee implements approved system.
(5)   Grantee bills industry and receives initial
     annual payment.

(6)   Grantee makes initial annual payment to EPA.
(7)   Grantee re-evaluates and updates ICR
     charges periodically.
     Prior to Steps 2 or 3,
     depending on grant.
A
Prior to EPA paying more
than 50 percent of Step 3 grant.
   A
   Prior to EPA paying more
   than 80 percent of Step 3 grant.
     A
     Operational waste treatment
     works begins service.
               Within one calendar year after
               initiation of service.
          A
          Within four months after end
          of grantee's fiscal year.
             A
             In conjunction with annual
             review of ICR.
                  FIGURE 4: PRIMARY ROLES AND RESPONSIBILITIES
                              IN DEVELOPING AND IMPLEMENTING ICR

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j GRANTS-PROJECTS-AMENDMENTS I
        In order to establish a nationally uniform basis for determining what a Federal grant is under PL 92-500, it is
  necessary that grant designations and grant eligible costs be consistently defined by all regional administrators, states,
  and grantees.

        Although treatment works' grants under PL 92-500 normally follow a three-step grant process, circumstances
  may vary with each grantee and among the various grants.  However, the Wastewater Treatment (WWT) Construction
  Grant Identification document published by the Grants Administration  Division of EPA applies to all grants.  Figure
  5 summarizes the grant assignment procedure, and the entire WWT document is reproduced in Appendix A. Any
  questions concerning the definition of total construction amounts to be incorporated into ICR calculations should be
  referred to the appropriate Regional Administrator.

        Each new grant requires a separate consideration of industrial cost recovery, since each payment period relates
  to the year following the start-up of operations for which that grant was awarded. Billing and collection of each ICR
  share must occur on or prior to the calendar anniversary related to the specific grant for the first year. However, the
  grantee may adjust and accumulate payments from users under different grants and repay the Federal portion  under
  its annual fiscal cycle or other appropriate annual period.
                                                   10

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                                 Program Code — Construction Grants for
                                                 Wastewater Treatment
                                                        Works
                                               Serial
                                              Number
                                                        Sequence Number (Project within t'.rant)
                                                             Amendment Designator
                                                              .mei

                                              011999     06    "0
                                           late      Grant
                                          Code     Objective
                                          Si
                         ASSIGNMENT OF EPA GRANT IDENTIFICATION NUMBERS BY THE STATES1
                                         WAS
                                         THIS
                                     PROJECT PRE
                                    CEDED BY AN EPA
                                  NDEO PROJECT FOR PREP
                                ARATION OF CONSTRUCTION
                                  DRAWINGS AND SPECIF
                                    CATIONS (STEP 2)
                                        UNDER
                                       P.L. 02400?
    IS THIS PROJECT
   FOR THE BUILD1NO
  AND ERECTION OF A
  TREATMENT WORKS
    (CONSTRUCTION
       STEP 31?
                                                          ASSIGN THE SAME 6-01 GIT SERIAL
                                                          NUMBER THAT WAS ASSIGNED THE
                                                          STEP 2 PROJECT. ASSIGN THE NEXT
                                                           SEQUENTIAL 2-DIGIT SEQUENCE
                                                                    NUMBER.
                                                                       IS THE
                                                                     APPLICANT
                                                                           ITY THE
                                                               SAME MUNICIPALITY WHICH
                                                                 FUNDED THE FACILITIES
                                                                  PLANNING (STEP II?
       IS THIS
     PROJECT FOR
  THE PREPAR
CONSTRUCTION DRAWINGS
  AND SPECIFICATIONS
       (STEP 21?
                                     DID THIS
                                 PROJECT RESULT
                                  FACILITIES PLAN-
                                   NING PROJECT
                                  (STEP 1) UNDER
                                    P.L. 82-600?
                              ASSIGN THE NEXT UNUSED 6-DIGIT
                             SERIAL NUMBER. ASSIGN THE FIRST
                                2-DIGIT SEQUENCE NUMBER.
                                                            ASSIGN THE NEXT UNUSED 6-DIGIT
                                                           SERIAL NUMBER. ASSIGN THE FIRST
                                                              2-DIGIT SEQUENCE NUMBER.
                                        IS THIS
                                       PROJECT TO
                                    CARRY OUT STEP 1
                                 WORK REQUIRED FOR TH
                                COMPLETION OF A STEP 2 OR
                                  EP 3 PROJECT PREVIOUSLY
                                       FUNDED BY
                                         EPA7
                                                               ASSIGN THE SAME 6-DIGIT SERIAL
                                                               NUMBER AS ASSIGNED THE STEP 2
                                                                 PROJECT. ASSIGN THE NEXT
                                                               SEQUENTIAL 2-DIGIT SEQUENCE
                                                                        NUMBER
      IS THIS
   PROJECT FOR
FACILITIES PLANNING
     (STEP 1)7
        IS THIS
     PROJECT DESIGN
   AND CONSTRUCTION
  A FACILITY FOR TRAINI
  OPERATIONS AND MAIN-
  TENANCE PERSONNEL?
                       YES/ ASSIGN THE NEXT UNUSED 8-DIGIT
                           SERIAL NUMBER. ASSIGN THE FIRST
                           UNUSED 2-DIGIT SEQUENCE NUMBER.
ASSIGN THE SAME 6-DIGIT SERIAL
NUMBER AS ASSIGNED THE STEP 1
  PROJECT. ASSIGN THE NEXT
 SEQUENTIAL 2-DIGIT SEQUENCE
	NUMBER	
    1 AdioWd from U.S. Envlronmwrtsl Protection Agency.
    Gnno Adminittrsttofi DMtton, Gr
    Quid*. October 1976, p«o» 4.

    NOTE: SM P«ff» A-4 for pertinent nottt end
          definition*.
FIGURE 5: ASSIGNMENT OF EPA GRANT IDENTIFICATION NUMBERS BYTHE STATES
                                                       11

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I DEVELOPING THE ICR SYSTEM]


        ICR payments are to be made:

        • only on that part of a treatment works (as defined in Section 212 of the Act and 40 C.F.R. § 35.905-4, -23)
          for which a Federal grant is made; and

        • only by those industrial users served by the treatment works constructed under the grant.

        The steps illustrated in Figure 6 are involved in designing the ICR system:

        • identify the industrial users in accordance with EPA's regulations and the ICR Guidelines (see page 14);

        • survey the industrial users to determine volume and  loading (waste flow characteristics) and develop the
          industrial data base (seepage 16);

        • identify and describe the design requirements and costs of construction required to provide waste treat-
          ment service to industrial users (seepages 16 and 18);

        • if required, classify industrial users into appropriate  groups (significant, major, minor — seepage  18) and
          identify waste characteristics by design parameter (seepage 18);

        • quantify total industrial waste volume and loading (including reserved capacity) in proportion to the
          total capacity of the treatment works (see page 18);

        • determine costs of construction of the treatment works for ICR purposes (seepage 20);

        • calculate applicable capacity for ICR purposes, applicable grant eligible amounts for ICR purposes, and
          ICR unit costs (see page 20);

        • calculate ICR unit cost rates based upon the ICR recovery period (seepage 22);

        • compute ICR payments for each industrial user (seepage 23);

        • develop a billing procedure (seepage 26);

        • establish funds management covering cash control, investment and disbursement (seepages 28 to 31); and

        • document and provide EPA with details of the ICR system  and  plans in accordance with the ICR Guidelines
          (see pages 34 to 39).
                                                       12

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    IDENTIFY
INDUSTRIAL USERS
    Page 14
DEVELOP THE INDUSTRIAL
      DATA BASE
       Page 16
                  CLASSIFY USER GROUPS

                    QUANTIFY FLOWS
                      AND LOADS
                (BY USER OR USER GROUPS)
                        Page 18
                     DETERMINE THE
                     ICR COST BASE
                        Page 20
                     DETERMINE THE
                     ICR PAYMENTS
                        Page 22
                      DEVELOP ICR
                   BILLING PROCEDURE
                        Page 26
                    ESTABLISH FUNDS
                     MANAGEMENT
                        Page 28
                   SUBMIT ICR SYSTEM
                     DESIGN TO EPA
                     FOR APPROVAL
                   	Page 34	
 FIGURE 6: DEVELOPING THE ICR SYSTEM
            (Page numbers indicate detailed discussions)
                          13

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JIDENTIFYING INDUSTRIAL USERSj
       An industrial user is defined in 40 C.F.R. § 35.905-8as any nongovernmental user of publicly owned treatment
 works identified in the following divisions of the Standard Industrial Classification Manual (SIC), 1972:

       • Division A —  Agriculture, Forestry, and  Fishing

       • Division B —  Mining

       • Division D —  Manufacturing

       • Division £ —  Transportation, Communications, Electric, Gas,
                       and Sanitary Services

       • Division I—   Services

       Figure 7 illustrates the subdivision of the SIC system to the four-digit level. Appendix B contains a list of short
 SIC titles and four-digit industry classification numbers for these divisions.

       The grantee has the option to exclude from ICR payments an industrial user in any of the above divisions pro-
 vided the following conditions are met:

       • the industrial user discharges only non-process segregated domestic wastes or wastes
         from sanitary conveniences; and

       • the industrial user is not a significant user  as defined in 40 C.F.R. §35.925-12
         (10 percent + loading).

       In the event the grantee exercises this option, he must exclude every industrial user meeting the above require-
 ments and he must also deduct the estimated sanitary wastes from all other industrial users who discharge both pro-
 cess and sanitary wastes prior to computing their ICR payments.

       Diversified companies or establishments need to be defined in terms of specific products or services and result-
 ing wastewaters generated within each SIC Division.
                                                      14

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                                         Division D


                                    Manufacturing


                                   The Division as a Whole

         The manufacturing  division  includes establishments engaged in the  mechanical
    or chemical transformation of materials or substances into new products. These estab-
    lishments are usually described as plants, factories, or mills and  characteristically use
    power  driven machines and  materials handling equipment. Establishments  engaged
    in assembling component parts  of manufactured products are also considered  manu-
    facturing if the new product  is neither a structure nor other fixed improvement.  Also
    included is the blending of materials such as lubricating oils, plastics, resins, or liquors.

                                       MANUFACTURING

    Major  Group  30.—RUBBER  AND  MISCELLANEOUS  PLASTICS
                                        PRODUCTS

                                   The Major Group as a Whole

        This major group includes establishments manufacturing from natural, synthetic, or reclaimed
    rubber, gutta percha, balata, or gutta siak, rubber products such as tires, rubber footwear, mechanical
    rubber goods, heels and soles,  flooring, and rubber sundries. This group also includes establishments
    primarily manufacturing  tires, but establishments primarily recapping and retreading  automobile
    tires  are classified in Industry 7534.  This group  also includes establishments engaged  in molding
    primary plastics for the  trade, and  manufacturing  miscellaneous finished plastics products.  The
    manufacture of elastic webbing is classified in Major Group 22; products, made of elastic webbing and
    garments made from rubberized fabrics in Major Group 23; and synthetic rubber in Industry 2822.

    Group Industry
     No.     No.
    301          TIRES AND  INNER TUBES
           3011  Tires and Inner Tubes

                  Establishments primarily engaged in manufacturing pneumatic casings, inner tubes,
                and solid and cushion tires for all  types  of vehicles, airplanes,  farm  equipment, and
                children's vehicles; tiring; and  camelback, and tire repair  and retreading materials.
                Establishments primarily engaged in retreading tires are classified in Industry 7534.
                       Camelback for tire retreading                Tires, cushion or solid rubber
                       Inner  tubes: airplane, automobile,  bl-        Tiring,  continuous  lengths:  rubber,
                         cycle, motorcycle, and tractor                 with or without metal core
                       Pneumatic casings (rubber tires)
                       Tire sundries and tire repair materials,
                         rubber
    302          RUBBER AND PLASTICS FOOTWEAR
           3021  Rubber and Plastics  Footwear

                  Establishments primarily engaged in manufacturing all rubber and plastics footwear,
                waterproof fabric upper footwear, and other fabric  upper footwear having rubber  or
                plastic soles vulcanized to the uppers. Establishments primarily engaged in manufactur-
                ing rubber,  composition,  and fiber heels, soles, soling strips, and related shoe making
                and repairing materials  are  classified in Industry 3069; plastic  soles and soling strips
                in Industry 3079.
                       Arctics, rubber or rubber soled fabric          Overshoes, rubber or rubber soled fab-
                       Boots, plastics                             rlc
                       Boots, rubber or rubber soled fabric            Pacs : rubber or rubber soled fabric
                       Canvas shoes, rubber soled                  Sandals, rubber
                       Footholds, rubber                          Shoes, plastics soles molded to fabric
                       Footwear, rubber or rubber soled fabric          uppers
                       Gaiters, rubber or rubber soled fabric          Shoes, rubber or rubber soled fabric
                       Galoshes, plastics                            uppers
                       Galoshes, rubber or rubber soled fabric         Shower sandals or slippers, rubber
                       Overshoes, plastics

Source:  Standard Industrial Classification  Manual:  1972. Executive Office of the President,
        Office of Management and Budget, pp. 57,129. For sale by the Superintendent of
        Documents, U.S. Government Printing Office, Washington, D.C. 20402, Stock No.
        4101-0066.

                     FIGURE 7:  EXAMPLE OF SIC CLASSIFICATIONS

                                                 15

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DEVELOPING THE INDUSTRIAL DATA BASE j
      The grantee or his consulting engineer must confirm the existence of industrial dischargers and define
their SIC codes. He then must determine or confirm existing and projected wastewater loads and character-
istics for each industrial user. This data base will later permit classification of industrial users into appro-
priate groups for the determination of ICR payments. The data base will also provide analytical input to
aid in the determination of:

      • a continuing comparison of wastewater compatibility with existing and projected
        treatment works and the degree of pretreatment required (initially included as a
        facility plan consideration);

      • the desirability of exercising the exclusion option from ICR payments for "dry"
        industries contributing segregated domestic wastewaters only; and

      • consideration of the significance  of the volume of nonprocess sanitary or segre-
        gated domestic wastewater received from  "wet" industries to aid the grantee in
        determining if he wishes to apply the credit to users' total loads by subtracting-
        this fraction before computing ICR since the exclusion consideration must be
        applied equitably to both "wet"  and  "dry" industries.
      Figure 8 illustrates four survey approaches which may be utilized to aid classification.  Refinements,
sometimes initially unavailable because of record inadequacy and limits in the confidence of projections,
can be incorporated during each year's annual review. Appropriate adjustments in ICR allocations can then
be applied. The best available information should be utilized in projecting design flows and loadings (waste
flow characteristics).

      The grantee must reevaluate and update, no less frequently than annually, flows and loadings of all
industrial users for ICR purposes.
                                                       16

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(1)  SAMPLE ANALYSIS
                         Bouncy Baby Shoe Co. SIC 3021 - 1940 Broad Street
             Flow — Average    gpd
             Nitrogen         mg/1
             Total Phosphorus   mg/1
             BOD            mg/1
             Suspended Solids   mg/1
             COD            mg/1
             Dissolved Oxygen   mg/1
             Note - Pretreated Effluent
                                                        DATES
                                     8/1/75
68,000
  350
  580
             9/10/75
72,000
  340
  600
             11/6/75
70,000
  360
  590
              Design
70,000
  350
  590
(2)  NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM1
          GENERAL INSTRUCTIONS, SHORT FORMS, STANDARD FORMS, AND A
     DISCHARGE MONITORING REPORT FOR APPLICATIONS FOR PERMIT DISCHARGES
         UNDER THE NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM
       NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM
       APPLICATION FOR PERMIT TO DISCHARGE - SHORT FORM C

       To be filed only by persons engaged in manufacturing and mining
                     FOR
                     AGENCY
                     USE
                                APPLICATION NUMBER
                     DATE RECEIVED
                                                                  YEAR
                                                                           MO.
                                                                                  DAY
                                                                           FORM APPROVED
                                                                           OMB No. 158-R0100
                           STANDARD FORM A-MUNICIPAL
           SECTION CT.  INDUSTRIAL WASTE CONTRIBUTION TO MUNICIPAL SYSTEM
(3)  TREATMENT PLANT RECORDS
FOR AGENCY US!







         1972 Bouncy Baby Shoe Co.
           1971 Bouncy Baby Shoe Co.

          Daily Averages/Month for Design Purposes
          January
          February
          March
(4)  COMPANY OR PLANT DATA OR ESTIMATE OF REQUIREMENT
                    The Bouncy Baby Shoe Company
                  For 1978, it is estimated that our waste
                  discharge should not exceed 70,000 gpd and
  Can be obtained from U.S. Environmental Protection Agency
  Regional Office (See Appendix 0).

       FIGURE 8:  ILLUSTRATIVE SURVEY APPROACHES FOR DESIGN REQUIREMENTS

                                             17

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I      CLASSIFYING  USER GROUPS       I
QUANTIFYING FLOWS AND LOADINGS |


      The classification of industrial establishments by waste generation characteristics is necessary for the grantee
to determine:

      • the extent, frequency, and types of monitoring required to refine the data base in order
        to assure proportionality of ICR and user charges, to enforce pretreatment commitments,
        and to detect violators;

      • the feasibility of establishing a group of establishments whose low volume and strength
        discharges appear to be too small to justify more than infrequent monitoring and which can '
        be mathematically averaged and assessed equal segments of the ICR group total.

      Following the definition and identification of industrial users, together with their wastewater discharges, the
classification by appropriate groups then permits quantifying flows and contaminant  loadings to determine the
volume and loading of wastes introduced by industrial users in proportion to the total design treatment plant
volume and loading (both present and reserved) of the total wastewater treatment plant load as illustrated in
Figure 9.

      It should be noted that the design  committed ICR flows and loadings can, and probably will, be different
from the aggregate of actual annual  operating flows and loadings which form the basis for that year's user charges
as well as the following year's allocations for ICR.
                                                    18

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                     THE LOST RIVER SANITARY DISTRICT

                 1.9 MGD DESIGN CAPACITY NEW SECONDARY PLANT

INDUSTRIAL1
A. Significant (+10%)
Sometime Oil Co.
(Unused Reserve)
Subtotal
B. Major (5-10%)
Average Ice Cream, Ltd.
C. Minor (1-5%)
Bouncy Baby Shoe Co.
D. Minor Group (-1%)
Daily Egg Co.
Hot Fire Clay Co.
Reliable Gas Co.
Long Wire, Inc.
Subtotal
E. Dry-Sanitary Only3
Accountable Data, Inc.
(Can be excluded-ICR)
Total Industrial
COMMERCIAL2
Miscellaneous
RESIDENTIAL2
Total Designated Capacity
Unreserved Excess Capacity
Total Design Capacity
Nonexcessive I/I Allowance
Design Capacity for ICR
/ DESIGN/COMMITTED
/No. of
/Accounts


1
1

1

1

1
1
1
1
4

1
8

10
3,000
SIC
Code


2911
2911


2024

3021

0252
1453
4925
3315


7374


-
-
No. of
Employees


150
50
200

200

300

50
Varies
25
20
Variable

500


-
-
Type
of Waste


Process
Process


Process

Pretreat

Process
Process
Process
Process


Sanitary


Sanitary
Sanitary

Flow
GPD


100,000
100,000
200,000

150,000

70,000

4,000
3,500
5,500
2,000
15,000

15,000
450,000

50,000
1,000,000
1,500,000
400,000
1,900,000
(100,000)
1,800,000
BOD
No. PD


600
600
1,200

600

350

30
28
32
30
120

30
2,300

150
1,700
4,150
850
5,000
0
5,000
S.S.
No.PD


500
500
1,000

1,000

590

50
45
40
45
180

30
2,800

200
2,000
5,000
1,000
6,000
0
6,000
NOTES:
   "Federal Guidelines—Industrial Cost Recovery Systems," February, 1976,
    Environmental Protection Agency. Page 10, Table 3.
    Ibid. Page 9, Table 2.

    Ibid. Page 5, para. 8, B(1) and Page 13, para. 9, A. If "dry" industries
    are excluded, appropriate credits for domestic waste should be applied
    to "wet" industries
             FIGURE 9: CLASSIFYING AND QUANTIFYING USERS
                                           19

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I DETERMINING THE ICR COST BASE]
       The user classification and quantification summary (see Figure 9) provides total flows and strengths illustrative
 of the situation at the time of ICR development.  The grantee must then determine the flows and strengths subject to
 ICR by subtracting exclusions and exemptions. These totals can then be translated into capital costs per unit of treat-
 ment from grant cost data, as illustrated in Figure 10.

       The industrial cost recovery share of grant assistance is limited (1) to that portion representative of industry's
 use or (2) to reserve capacity firmly committed to it [40 C.F.R. §35.928-1(g)].

       Exemptions from ICR systems include grant projects or portions of projects for:

       • correction or treatment of excessive I/I;

       • corrections of combined sewer overflows;

       • collection or treatment of storm water; and

       • those grantees who will not initially provide service to industry.

       Typical exclusions from design flows and strengths for capital  cost calculation purposes include:

       • at the grantee's option, the deduction of segregated domestic wastewater or wastewater
         from sanitary conveniences from total flows; and

       • in the case of expansion only, those establishments not requiring any of the expanded
         capacity if they have reserved a portion of an existing treatment works by a written
         contract or agreement effective March 1, 1973 or earlier.

       Industrial users are not charged for unreserved excess capacity. In calculating design flows, grantees are per-
 mitted to deduct from total design capacity those flows directly attributable to "nonexcessive" infiltration and inflow
 (I/I) to arrive at design capacity for ICR purposes.
                                                       20

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                       THE LOST RIVER SANITARY DISTRICT
                    1.9 MGD DESIGN CAPACITY NEW SECONDARY PLANT
CALCULATION OF APPLICABLE CAPACITY
Total Design Capacity
Less Deductions:
Nonexcessive I/I
Total Capacity for ICR
Purposes
CALCULATION OF APPLICABLE COSTS1
Step 1 Costs
Step 2 Costs
Step 3 Costs
Total Grant Eligible Costs
Less Step 2 Nonexcessive I/I Costs
Less Step 3 Nonexcessive I/I Costs
Less Step 3 Sewer Rehabilitation Costs
Total of All Costs for ICR Purposes
75% Federal Grant Portion Equals
Total Grant Amounts for ICR Purposes
Total Grant Amounts for ICR Purposes
Divided by Total Capacity for ICR Purposes
Equals ICR Unit Costs of Construction for the
Useful Life of the Treatment Works2
Flow-G/D BOD Lbs./D
1,900,000 5,000
(100,000)
1,800,000
Flow
Related
$ 33,000
99,000
1,217,000
$1,349,000
(5,200)
(64,000)
(10,000)
$1,269,800
$952,350
$952,350
1,800,000
S529.08/
1.000G/0
0
5,000
BOO
Related
$ 12,000
36,000
453,000
$501,000
0
0
0
$501,000
$375,750
$375,750
5,000
$75.1 5/
IbsVD
S.S. LbsJD
6,000

S.S.
Related
$ 5,000
15,000
185,000
$205,000
0
0
0
$205,000
$153,750
$153,750
6,000
$25.627
Ibs70
0
6,000
TOTAL
COSTS
$ 50,000
150,000
1,855,000
$2,055,000
(5,200)
(64,000)
(10,000)
$1,975,800
$1,481,850



"Federal Guidelines — Industrial Cost Recovery Systems," February 1976,
 Environmental Protection Agency. Page 8, Table 1. Ibid. Page 7, "Grantees
 may allocate costs associated with flow, BOD, suspended solids, etc., to
 the treatment facility as a whole, without resorting to the component-by-
 component analysis shown in Table 1."

 Ibid. Page 9, Table 2.
 FIGURE 10: EXAMPLE OF CALCULATIONS REQUIRED TO DETERMINE ICR UNIT COSTS
                                          21

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I DETERMINING ICR PAYMENTS |
       Federal grant amounts subject to ICR are to be recovered from the industrial users over a period of time equal to
 30 years or the useful life of the treatment works. The lesser time period is to be utilized [40 C.F.R. § 35.928-1 (b)].
                 Assuming that the ICR period has been established as 30 years, to determine
                 capital costs per year, total capital cost rates from p. 21, bottom line, become:
                                           £cnn no
                                    Flow =   --3°     = $17.636/1,000 G/D/Year
BOO
                                   S.S.
                                                     $ 2.505/Lbs^D/Year
                  $ 0.854/LbsjD/Year
             FIGURE 11: DETERMINATION OF ANNUAL ICR UNIT COST RATES
       Multiplying the ICR annual unit cost rates by the industrial users' annual measured or estimated flows and con-
 taminant loadings results in annual ICR payment determinations shown in the example in Figure 12 which also illus-
 trates the distribution of payment requirements by users within groups based upon factors such as strength, volume,
 and delivery flow rate characteristics [40 C.F.R. §35.928-1(d)].

       Figure 12 also indicates that the total ICR billings over the 30-year period would recover slightly more than
 $482,000, and that total ICR payments would be less than the total costs subject to ICR by the amounts not billed
 to residential and institutional users and those commercial establishments not included in Division I. It should be
 noted that, since each year's ICR billings will be a function of usage, there will probably be variations in the annual
 amounts.
                                                     22

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                     THE LOST RIVER SANITARY DISTRICT
                  1.9 MGD NEW SECONDARY PLANT - 1977 START UP
USER
A. Significant (10%+)
Sometime Oil
B. Major (5-10%)
Average Ice Cream
C. Minor (1-5%)
Bouncy Baby Shoe
D. Minor Group (-1%)
Daily Egg ^
HotFireclayl Desi9"
_ .. .. _ f Average
Reliable Gasf rUs8r
Long Wire J
E. Dry-Sanitary Only1
Accountable Data, Inc.
Design
Daily Flow
and Loadings

200,000 g flow
1,200 IDS. BOD
1,000lbs. S.S.

1 50,000 g flow
600 Ibs. BOD
1,000 Ibs. S.S.

70,000 g flow
350 Ibs. BOD
590 Ibs. S.S.

3,750 g flow
30 Ibs. BOO
45 Ibs. S.S.

1 5,000 g flow
30 Ibs. BOD
30 Ibs. S.S.
$17.636
1,000 G/D/Year
Flow

$3,527.20

2,645.40

1,234.52

66.13

264.54
. $2.505
Lbs./D/Year
BOD

$3,006.00

1,503.00

876.75

75.15

75.15
$0.854
Lbs./D/Year
S.S.

$854.00

854.00

503.86

38.43
4 X $179.71 =

25.62
TOTAL

$ 7,387.20

$ 5,002.40

$ 2,615.13

' $ 718.84

$ 365.31
Total ICR Per Year Payable for the First Year2 $ 16,088.88
Total ICR (1977-2007): at a constant rate would be 30 years X $16,088.88 = $482,666.40
   Grantee has chosen not to exempt sanitary wastes.

   ICR is to be reevaluated and updated each year based
   upon monitoring of industrial users.
FIGURE 12:  CALCULATION OF ANNUAL AND TOTAL ICR PAYMENTS REQUIREMENTS
                                       23

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DETERMINING ICR PAYMENTS (Continued)  |


      In addition to ICR determinations for proportional sharing of capital costs within one grant, subsequent grants
will require that the grantee again allocate costs in accordance with demand and anticipated usage by each establishment.

      If there is an expansion or upgrading of the treatment works, each existing industrial user's share may be adjusted
accordingly [40 C.F.R. §35.928-1(f)J. One exception exists which is covered in the Industrial Cost Recovery Guide-
lines, pages 5-6, Section 8(B)(2). This case covers agreements for reserved capacity existing as of March 1,1973 with
industrial users who have paid a reasonable portion of capital costs associated with that expansion capacity.

      Figure 13 covers the "reserved capacity" case under which the industrial user has been making payments for
actual flows and loadings and unused reserved flows and loadings since 1977 (Figures 9 and 12).
                                                     24

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              ICR IS ADDITIVE OVER TIME FOR EXPANSIONS AND UPGRADING
     Sometime Oil Co.'s projected program is that the firm will require 100,000 G/D flow and associated loading in
the new 1977 secondary plant and has signed an agreement to reserve equal capacity to permit doubling of its require-
ments in 1980. The company will require no additional capacity from the 1982 expansion. The treatment works is
to be upgraded to AWT in 1985. Sometime Oil's share will be in proportion to its reserved usage in terms of the
cost of upgrading, projected over an assumed 30 years. The AWT upgrading costs are assumed to be allocated 66
percent to flow; 24 percent to BOD; and 10 percent to suspended solids. The flow and loadings are assumed to be
4 MGD, 12,000 Ibs./D of BOD, and 14,000 Ibs./D  of S.S.  Sometime Oil Co.'s  used and unused reserve capacities
are 200,000 G/D, 1,200 Ibs./D of BOD, and 1,000 Ibs./D of S.S.
                                      SOMETIME OIL COMPANY
      Upgrade Calculations for AWT
                      Flow
                      BOO
                         200,000 G/D
                        4,000,000 G/D

                           1,200 Ibs/D
                          12,000 Ibs/D
                      X  $2,250,000  X  .66
                                  Total
                             =  $74,250.00 -J-
                                         Per Year
                                  30  = $2,475.00
                      X  $2,250,000  X  .24  = $54,000.00  * 30  = $1,800.00
                      S.S.  =
                           1,000 Ibs/D
                          14,000 Ibs/D
                      X  $2,250,000
                      Y  in -  $16,071.41
                      * '10 "$144,321.41
                                  30  =
                                                                                          $535.71
                                                                                           ,810.71
           Date
             Grant
           Sequence
      Size       Type
           1977  New
           1982  Expansion
           1985  Upgrade
                      1.9
                      2.1
                      4.0
        MGD
        MGD
        MGD
Secondary
Secondary
AWT
Total Cost
 for ICR
 Purposes

$1,975,800
$2,500,000
$3,000,000
Total Grant
 for ICR
 Purposes

$1,481,850
$1,875,000
$2,250,000
                                 Total Share
               Share
               Per Year
$221,616.00    $7,387.20
       0.00        O.OO1
$144,321.40    $4,810.71
      ICR Is Additive
           Sometime Oil's annual payments between 1977-1985 will be $ 7,387.20/year.
                                     between 1985-2007 will be $12,197.91/year.
                                     between 2007-2015 will be $ 4,810.71/year.
 If Sometime Oil Co. had not reserved capacity in 1977, this industrial user's additional payments,
 over 1977 design flow and loading between 1982 and 1985, would be:
                                               Total Share          Share/Year
               100,000     $if875j000  x  .66 =  $58,928.51 H- 30  = $1,964.28
Flow

BOD

S.S.
             2,100,000
                   600
                 5,000
                   500
X  $1,875,000 X  .24  = $54,000.00  -*-  30
X  $1,875,000 X .10 =
                 6,000      ' '                  $128,553.50

 In addition, the user would risk not being able to expand in 1980.
                                                            30
                            $1,800.00

                              $520.83
                            $4,285.11
              FIGURE 13:  EXPANSION/UPGRADING PAYMENTS CALCULATIONS
                                                    25

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      The grantee must assure that billings shall be made to and payments received from industrial users at least an-
nually.  The initial payment must be made by the date which coincides with the anniversary of the initiation of usage
of the treatment works or of the completion of an improvement such as an expansion or upgrading [40 C.F.R.
35.928-1 (c)].

      Billing can be on an annual basis or can be more frequent. When grantees prepare ICR billings related to more
than one grant project, they can submit commingled billings to each industrial user. Such billings should:

      •  indicate the amount owed relative to each grant; and

      •  indicate the total amount owed.

      Since one of the objectives of PL 92-500 [Section 204(b)(2)(B)l is to generate increased awareness of the cost
of treating sewage possessing strengths higher than normal residential flows, each ICR billing should also indicate, by
grant, the breakdown of charges by design parameter (flow, BOD, SS, et al.). Billing calculations are simply a multi-
plication of actual use or total reserved capacity (used and unused), times the calculated ICR rates for each component.
Figure 12 on page 23 illustrates the calculations for the industrial community.1

      The example in Figure 14 illustrates a format of an annual ICR billing. An industrial user is billed both for
used and unused reserve capacity of  Flow, BOD, and Suspended Solids. The respective unit cost rates shown in this
example are those derived in Figure 11 on page 22.

      Each individual user's ICR billings may vary from year to year if usage increases. Total annual ICR payments to
the grantee may increase in accordance with total industrial usage.1

      To aid bringing ICR payment receipts into cycle with the grantee's fiscal year, initial or later billing for a partial
year is permitted. Sequential billings and receipts can then conform to the grantee's accounting period throughout the
life of the ICR period (i.e., 29 years) with an adjusted partial billing in the final year.2
  Federal Guidelines — Industrial Cost Recovery Systems, February 1976,
  Environmental Protection Agency. Page 4, para 6(A) and para 7.

2 Ibid.  Page 15, para 161 A).
                                                       26

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Sometime Oil Co.
1433 Expansion Way
Onetime, Ohio 32324
                           THE LOST RIVER SANITARY DISTRICT
                                     14 GRANT AVENUE
                                    ONETIME, OHIO 32323
                                                                                  February 1,1978
                       TO THE LOST RIVER SANITARY DISTRICT DR.
Reference Grant No. C-39-1999

Industrial Cost Recovery payment for period March 1,1977, through February 28,1978.
Please arrange to have your payment in our office no later than February 28,1978.
          Flow:
          BOD:
          Suspended
          Solids:
TOTAL DUE:
100,000 g   used reserve
100,000 g   unused reserve
200,000 g   @ $17.636/1,000 g/d/year

   600 Ibs  used reserve
   600 Ibs  unused reserve
  1,200 Ibs  @ S2.505/lb/d/year
   500 Ibs  used reserve
   500 Ibs  unused reserve
                        1,000 Ibs @ $0.854/lb/d/year
     Initial date of plant operation and service, March 1,1977.
                                                                                      $3,527
                                                                                       3,006
                                                                  854
20
00
00
                                                                $7,387
20
                           FIGURE 14: SAMPLE BILLING FORMAT
                                                 27

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 FUNDS MANAGEMENT
    CASH CONTROL
      Cash received by grantees as payments for amounts billed to industrial users for industrial cost recovery must
be promptly invested.

      Since the grantee will record every Industrial Cost Recovery billing as an "accounts receivable — Industrial Cost
Recovery," the grantee's normal accounting for payments on accounts receivable will provide control of the recording
of individual receipts.

      However, in order to ensure prompt investment of ICR receipts, a supplementary record of cash received and
invested must be maintained. This record should consider both cash received as payments on accounts receivable as
well as cash received from investment income and from maturity of previous investments.

      Figure 15 is an example of an appropriate system for controlling Industrial Cost Recovery cash and its invest-
ment.  This format accomplishes the following requirements:

      • Daily receipts are added to any beginning balance to determine total cash available for investment.

      • Total daily receipts are considered, rather than individual receipts from specific industrial users.
        The grantee's accounts receivable system will control individual receipts.

      • Investment principal and income receipts are both included.

      • The record is daily, in order to facilitate prompt investment of available cash.

      • Amounts invested are recorded, in order to determine an ending cash balance, which is in turn the
        beginning cash balance for the following day.

The illustration assumes:

      • a beginning cash balance of $600;

      • that the  February 24 cash receipts consisted solely of payment of the bill sent to Sometime Oil
        Company on February 1,  1978 (page 27), and that February 25 receipts consisted of the remainder
        of payments of ICR billings for the first year (see page 23); and

      • that $16,000 U.S. Treasury Notes were purchased at a price of $16,000.00 on February 25, 1978.

     Subsequent entries in Figure 15 relate to the continuation of this example involving reinvestment as shown in
Figure 16.  The ending  balance is carried to Figure 17 as total income and is there apportioned to derive the amount
due to EPA and the amounts to be  retained.

      Investment  guidelines are discussed in  detail on page 30.  As a general rule, no ICR balances in excess of a stated
minimum (e.g., $1,000) should remain uninvested longer than a stated period of time (e.g., five business days). Prompt
investment of available monies, so as to maximize investment income, is of paramount importance.
                                                     28

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INDUSTRIAL COST RECOVERY CASH CONTROL RECORD
Grant No.: C-39-1999





DATE

February 24, 1978
February 25, 1978
October 1,1978
Octobers, 1978
January 31, 1979
CASH RECEIVED

Beginning
Cash
Balance
(1)
S 600.00
$ 7,987.20
$ 688.88
$1 7,248.88
$ 248.88
From
Payments On
Accounts
Receivable
(2)
$7,387.20
$8,701 .68



From
Investment
Principal
Or Income
(3)
$ 0.00
$ 0.00
$16,560.00

$17,368.00

Total
Cash
Available
(1+2 + 3)
S 7,987.20
$16,688.88
$1 7,248.88
$1 7,248.88
$17,616.88

Cash
Invested


$16,000.00

$17,000.00


Ending
Balance

$ 7,987.20
$ 688.88
$17,248.88
$ 248.88
$17,616.88
FIGURE 15: EXAMPLE OF CASH RECORD
                 29

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|INVESTMENT|
       40 C.F.R.  § 35.928-2 provides that 90 percent of the amounts recovered from industry must be temporarily
 invested prior to either repayment to EPA or expenditure for other authorized purposes.  The regulations specifically
 state that the only permissible investments are:

       • obligations of the U.S. Government;
       • obligations guaranteed as to principal and interest by the U.S. Government or by an agency of the
          U.S. Government; and
       • accounts fully collateralized by such obligations specified above.

 Obligations of the U.S. Government

       Direct obligations of the U.S. Government include:

       • Treasury bills, which generally mature in less than one year;
       • Treasury notes, which generally mature in one to five years; and
       • Treasury bonds, which generally mature in more than five years.

 Such obligations can be purchased for very short periods of time (i.e., a few days), and grantees are encouraged to
 invest cash that will be idle even for such short periods.

 Obligations Guaranteed as to Principal and Interest by U.S. Government Agencies

       There are two classes of investments that fall into this category. The first is that of savings accounts which are
 guaranteed by the Federal Deposit Insurance Corporation or the Federal Savings and Loan Insurance Corporation.
 These accounts are only insured up to $40,000. The  second consists of those securities issued by instrumentalities
 of the United States, including the Intermediate Credit Banks, Federal Home Loan Banks,  Federal Land Banks, and
 the Banks for Cooperatives.

 Collateralized  Accounts

       Banks invest in the types of securities described above as a normal part of their business. They are frequently
 willing to use such investment securities as collateral for both the principal and interest of certificates of deposit
 issued by them.  Grantees may  invest amounts recovered from industry in bank certificates of deposit only to the
 extent that such collateral is provided.

       To facilitate the control of actual investments of ICR receipts, the grantee should maintain a supplementary
 ICR investment record. Some grantees may now utilize an investment record system which may be adapted to ICR
 requirements.  If not, a supplementary investment record should be adapted which will accommodate the following
 investment details:

       • date of purchase;
       • cost;
       •  description of the investment vehicle (U.S. Treasury Notes maturing September 30, 1978); and
       • amount available for reinvestment at maturity.
                                                     30

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     Figure 16 (see below) is an example of a format for an investment record which will accomplish the foregoing
requirements. This example has recorded the purchase of Treasury Notes referred to previously.

     It is important to note that, when cash is available for investment, the Cash Record notes the amount available
and the amount invested, while the Investment Record notes the details of the investment.

     Correspondingly, when an investment has matured and funds are available for reinvestment, the Investment
Record notes in its final two columns (date and amount) that an investment has matured, while the Cash Record
incorporates the available funds in its determination of funds available for new investment.

     To facilitate calculation of amounts to be disbursed to EPA (see page 33), it is recommended that all invest-
ments be scheduled to mature on, or immediately prior to, the end of the grantee's fiscal year, to simplify the calcu-
lation of the exact amount of investment income received during the fiscal year.
INDUSTRIAL COST RECOVERY INVESTMENT RECORD
Grant No.: C-39-1999




Date of
Purchase
2-25-78
10-3-78
Cost
$16,000.00
$17,000.00
Description of
Investment Vehicle
$16,000 U.S. Treasury 6%
Notes Due 9-30-78
$17,0000.5.^63511^6%%
Notes Due 1-31-79
Date
Available for
Reinvestment
10-1-78
2-1-79
Amount
Available for
Reinvestment
or Disbursement
$16,560.00
$17,368.00
                    FIGURE 16: EXAMPLE OF ICR INVESTMENT RECORD
                                                     31

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I DISBURSEMENT

      Ten percent of the original ICR payments can be invested or spent by the grantee, subject to two limitations.
 They may not be used for industrial pretreatment facilities or as rebates to industrial users.

      Fifty percent of the original amount, together with 50 percent of the accumulated interest, is to be paid by
 check to the U.S. Environmental Protection Agency and forwarded to the Financial Management Office of the
 Regional Administrator. The closing date for making such payments has been established as no later than four
 months after the end of the grantee's annual accounting period.

      The remaining 40 percent of the original amount is to continue to be invested in appropriate accounts (together
 with the optional 10 percent if desired) until its use is required by the grantee for expansion or reconstruction of the
 treatment works. Eligible costs are defined in 40 C.F.R. § 35.940.  The. written approval of the Regional Administra-
 tor is required prior to commitment of any of this 40 percent [40 C.F.R. § 35.928-2(b)]. Approval is not considered
 a grant, since these funds are considered to belong to the grantee.

      Immediately following the close of the grantee's fiscal year, the grantee should determine, by grant:

      • total ICR  payments received during the year; and

      • total investment income attributable to the year's ICR receipts (as noted on page 33). This
         calculation will be facilitated if all investments are scheduled to mature on, or immediately
         prior to, the close of the fiscal  year.)

      Of the total ICR payments received plus investment income earned, by grant:

      • 50%  must be scheduled  for remittance to EPA no later than four (4) months after the close
         of the grantee's fiscal year (together with 50% of any investment income earned during the
         period between the fiscal year end and the remittance date). The check illustration. Figure
         17, presents the format  required to properly remit funds to EPA.

      • 40% must be identified as a separate fund, appropriately invested, and retained until its
         use is approved.

      • 10% may be used at the grantee's'discretion, subject to the two limitations noted on page 32.

      The grantee's accounts receivable system should be structured so as to quickly summarize the year's total ICR
 payments received.

      In determining the year's investment income, it is recommended that all investment income during the year
 attributable to the  year's ICR payments received,  be credited to a specific revenue account.  This revenue account
 should  not reflect investment income from any other source.
                                                        32

-------
                  RECEIPTS AND DISBURSEMENTS SUMMARY
INCOME
Cash Balance
ICR Payment
Interest Income
Total
$ 600.00
16,088.88
928.00
$17,616.88
DISBURSEMENTS
50% Due EPA
40% Retained, reinvested
10% Retained, flexible usage
Total
$ 8,808.44
7,046.75
1,761.69
$17,616.88

                                       CHECK
                            The Lost River Sanitary District
                                   14 Grant Avenue
                                 Onetime, Ohio 32323
Pay to U.S. Environmental Protection Agency
      Eight Thousand Eight Hundred Eight and 44/100
               Date February 20,1979

                         $ 8,808.44

                            Dollars
                                                   Signed
Submission of ICR Receipts
Grant C-39-1999
Employer
Identification
Number	
NOTE: Make check out to U.S. E.P.A. and address to appropriate Regional Financial
      Management Office of EPA (see Appendix D). EPA, in turn, will deposit
      collections to a specific Treasury Department receipt symbol.
       FIGURE 17:  DISBURSEMENT SUMMARY AND CHECK/FORMAT
                                            33

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ICR DESIGN CHECKLIST
      A checklist has been developed for periodic review of the progress in planning and designing the major compo-
nents of an ICR system. It is anticipated that this checklist will aid the grantee and his consultants in assessing progress
against major milestones, in highlighting any specific components which may be causing difficulties, and in reviewing
the grantee's compliance with Steps 2 and 3 requirements.

      The checklist identifies major systems' activities in a typical sequence. It is expected that each grantee's ICR
effort will vary to some degree. A completed ICR system checklist accompanied by a brief narrative report can be of
assistance to the grantee in measuring his own progress toward satisfying and completing each activity required for
approval at, or prior to, the review  points established by EPA. An example of such a checklist is shown in Figure 18.
It lists the activities that must be completed prior to the 50% and 80% grant payment.  Activity A must have been
completed prior to approval of the  grant Step 2 or 3 application.  Activity B must be completed prior to payment of
the 50% grant. Activity C, including all items, must be completed prior to payment of the 80% grant.

      The format of the checklist allows the grantee and his consultants to monitor the progress of each activity
through the preliminary, intermediate, and final stages leading to completion. The four stages are broad divisions of
the work program. The preliminary stage is indicated  as, for example, from 0-30% completion; the intermediate stage
from 30-60%;  the final stage from 60-90%; and the completed stage as 100%. This four-stage progression to comple-
tion allows the grantee to more closely define and control the progress of each activity of the ICR system design.
Each grantee may establish different stages of completion for monitoring progress of each activity (i.e., 25-50-75-100%).

      Although the checklist allows the grantee to monitor the progress of each activity against major milestones, it
does not provide a basis for evaluating the satisfactory progress of the ICR system at different points in the construc-
tion program.  Two illustrative examples follow. Figure 19,40% Grant Payment, and Figure 20,60% Grant Payment to
aid comparison of progress and to show the usage of the checklist.
                                                       34

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EPA GRANT NO. C-39-1999-06
NAME OF GRANTEE Lost River Sanitary District
GRANTEE'S ADDRESS 14 Grant Avenue
Onetime, Ohio 32323
NAME OF FACILITY Bubble Bridge
BRIEF DESCRIPTION New Secondary
1.9 MGD


NORMAL REVIEW POINT
A. Prior to Approval of
Step 2 or 3 Grant
Application
B. Prior to Grantee Request
for Payment of More Than
50% of Step 3 Grant
C. Prior to Requesting
Payment of More Than
80% of Step 3 Grant
' /
ACTIVITY INVESTIGATED / <£"
A.I — Has the grantee submitted evidence of agreement
to implement ICR?
A.2 - Have significant industrial users submitted letters of
intent to the grantee stating period of use?
B.I - Has the grantee identified staff, consultants and legal
counsel responsible for the development of the ICR system?
B.2 - Has the grantee developed a detailed schedule for comple-
tion of all significant portions. of the ICR system?
C.I - Has the grantee completed Appendix A including:
(a) definition and identification of industrial users?
(b) development of industrial data base?
(c) classification and quantification of user groups?
(d) determination of the ICR cost base?
(e) allocation of proportionate capital costs?
(f) descriptions of proposed billing procedures?
(g) establishment of the legal basis for the ICR system?
(h) description of funds management, investment, and
disbursement systems?
(i) description of appeals procedure?
(j) methodologies for ICR system review and revision?
C.2 - Has the grantee completed Appendix B "Opinion of Legal
Counsel" of the ICR Guidelines?
C.3 - Has the grantee passed a resolution or executed a written
agreement covering implementation of the ICR system?
C.4 - Has the grantee submitted the ICR system to the EPA and
received approval?








L

' ACTIVITY STATUS /
'i /> / ^/ ^/ / -^ /^ / REMARKS
























































X
/
Planned

Actual Status
          FIGURE 18:  ICR DESIGN CHECKLIST

-------
|40% GRANT PAYMENT ICR CHECKLIST]


      This exhibit, Figure 19, illustrates a suggested status for an ICR system when the construction program has
 reached the 40% point. Activities A.1 and A.2 should have been completed earlier. Activities B.1 and B.2 should be
 in the final stage. Activity C.I can be initiated as soon as the staff is identified and a completion schedule has been
 developed. To evaluate the progress of this system, the grantee should:

      • assign a start date and a projected completion date for each activity;

      • indicate with a ",/ " the actual status of each activity in the grantee's ICR system design;

      • compare the progress indicated by the "v/" with the planned progress indicated by the
         "Xs"; and

      • use the remarks column to note the activities which are lagging and direct the efforts of
         the ICR staff to concentrate on these activities to avoid delay in obtaining approval to
         permit obtaining  the 50% payment on time.

      The grantee and others can use this ICR status checklist to evaluate the progress of the design, pinpoint slow
 moving activities, and plan staff assignments accordingly.
                                                      36

-------
E RANT NO. C-39-1 999-06
OF GRANTEE Lost River Sanitary District
GRANTEE'S ADDRESS 14 Grant Avenue
Onetime, Ohio 32323
NAME OF FACILITY Bubble Bridge
BRIEF DESCRIPTION New Secondary
1.9 MGD


NORMAL REVIEW POINT
A. Prior to Approval of
Step 2 or 3 Grant
Application
B. Prior to Grantee Request
for Payment of More Than
50% of Step 3 Grant
C. Prior to Requesting
Payment of More Than
80% of Step 3 Grant

/;
ACTIVITY INVESTIGATED / <^
A.1 — Has the grantee submitted evidence of agreement
to implement ICR?
A.2 - Have significant industrial users submitted letters of
intent to the grantee stating period of use?
B.1 - Has the grantee identified staff, consultants and legal
counsel responsible for the development of the ICR system?
B.2 - Has the grantee developed a detailed schedule for comple-
tion of all significant portions of the ICR system?
C.1 - Has the grantee completed Appendix A including:
(a) definition and identification of industrial users?
(b) development of industrial data base?
(c) classification and quantification of user groups?
(d) determination of the I C R cost base?
(e) allocation of proportionate capital costs?
(f) descriptions of proposed billing procedures?
(g) establishment of the legal basis for the ICR system?
(h) description of funds management, investment, and
disbursement systems?
(i) description of appeals procedure?
(j) methodologies for ICR system review and revision?
C.2 — Has the grantee completed Appendix B "Opinion of Legal
Counsel" of the ICR Guidelines?
C.3 - Has the grantee passed a resolution or executed a written
agreement covering implementation of the ICR system?
C.4 - Has the grantee submitted the ICR system to the EPA and
received approval?
1-74
1-74
2-75
2-75




L

' ACTIVITY STATUS /
//////////
:/// /•f/// //Xf/ REMARKS
M7J/i///M
1-75
1-75
2-76
2-76




























Xl/
Xl/
Xl/
x/




12-74
12-74






Sent to EPA
Letters on File
On Schedule
On Schedule




These tasks can be initiated as soon as the schedule and staff are identified under the Step 3 grant
activities B.I and B2 above.  In many cases. Tasks C.I (a), (b), and (c) will have been partially or
completely accomplished during the Step 1 grant. Facilities Planning.
X = Planned

/ = Actual Status
                                 FIGURE 19: 40% GRANT PAYMENT ICR CHECKLIST EXAMPLE

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|60% GRANT PAYMENT ICR CHECKLIST]


      To avoid delay of payment beyond 80% of the grant, the grantee should anticipate requirements and target
 completion of the ICR system design when the program reaches the 60% grant payment stage to permit EPA review
 and approval by the 70% completion point.  This time allowance anticipates incorporating some late changes in the
 system, plus a second EPA review, and final approval prior to the 80% point.

      The exhibit contains a suggested "Xs" status for an ICR system design at the 60% point.  It is important to
 note that activities C.I (a-j) should be completed and activities C.2 and C.3 should be in the final stage of completion
 to allow sufficient time for submittal of the ICR system design to EPA.

      The exhibit also contains an example of a grantee's current status (represented by "J"). The example indi-
 cates that the grantee's ICR design is not progressing satisfactorily and activities C.1 (g) and C.1 (h) need immediate
 attention.  The grantee can use the suggested status checklist to evaluate the progress of his ICR system and to plan
 the work assignments of the ICR staff.
                                                     38

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EPA^KNTNO. c-sg-iggg-oe
NAME OF GRANTEE Lost River Sanitary District
GRANTEE'S ADDRESS 14 Grant Avenue
Onetime, Ohio 32323
NAME OF FACILITY Bubble Bridge
BRIEF DESCRIPTION New Secondary
1.9MGD


NORMAL REVIEW POINT
A. Prior to Approval of
Step 2 or 3 Grant
Application
B. Prior to Grantee Request
for Payment of More Than
50% of Step 3 Grant
C. Prior to Requesting
Payment of More Than
80% of Step 3 Grant


ACTIVITY INVESTIGATED / <£"
A.I — Has the grantee submitted evidence of agreement
to implement ICR?
A.2 - Have significant industrial users submitted letters of
intent to the grantee stating period of use?
B.1 - Has the grantee identified staff, consultants and legal
counsel responsible for the development of the ICR system?
B.2 - Has the grantee developed a detailed schedule for comple-
tion of all significant portions of the ICR system?
C.1 — Has the grantee completed Appendix A including:
(a) definition and identification of industrial users?
(b) development of industrial data base?
(c) classification and quantification of user groups?
(d) determination of the ICR cost base?
(e) allocation of proportionate capital costs?
(f) descriptions of proposed billing procedures?
(g) establishment of the legal basis for the ICR system?
(h) description of funds management, investment, and
disbursement systems?
(i) description of appeals procedure?
(j) methodologies for ICR system review and revision?
C.2 - Has the grantee completed Appendix B "Opinion of Legal
Counsel" of the ICR Guidelines?
C.3 — Has the grantee passed a resolution or executed a written
agreement covering implementation of the ICR system?
C.4 - Has the grantee submitted the ICR system to the EPA and
received approval?
1-74
1-74
2-75
2-75
2-76
2-76
4-76
5-76
6-76
4-76
2-76
2-76
2-76
2-76
8-76
6-76

L

' ACTIVITY STATUS /
lI/////J//l/™™
1-75
1-75
2-76
2-76
3-76
3-76
5-76
6-76
8-76
8-7G
8-76
8-76
8-76
8-76
9-76
10-76
11-76












/
[/
J/





^
^
X
X

Xl/
x/
Xl/
x/
Xl/
Xl/
Xl/
X
X
X
X
X
X
X



12-74
12-74
1-76
1-76
3-76
4-76
5-76



Sent to EPA
Letters on File
Staff On Board
Schedule Complete
Summary on File
OK
OK
Lagging
Behind Schedule
Behind Schedule
Needs Action
Needs Rush Action
Needs Action
Behind Schedule
Waiting Appendix A
City Council Problem

       Planned
       Actual Status
FIGURE 20: 60% GRANT PAYMENT ICR CHECKLIST EXAMPLE

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                                     APPENDIX A
         U.S.  ENVIRONMENTAL  PROTECTION AGENCY
                          WasKngton,  D.C.  20460
                         GRANTS ADMINISTRATE DIVISION
                           GRANTS INFORMATION GUIDE
I   WWT  CONSTRUCTION GRANT  IDENTIFICATION


    The construction of treatment works under Public Law 92-500 normally follows
a three-step grant process:


        Step 1 - Facilities Planning;
        Step 2 — Preparation of construction drawings and specifications;  and
        Step 3 - Building and erection of the treatment works.


    An EPA grant includes all the EPA supported projects of a single municipality
required to plan, design and build a treatment works (see definition on page 4).  It
follows that the typical EPA funded WWT Construction grant will, upon completion,
usually consist of one project for each Step. A grant can include only one Step  1
project and one grantee municipality.  However, under some circumstances, a grant
may consist of a Step 1 project followed by more than one Step 2 and/or Step 3 projects.
                             P. L. 92-500 GRANT
                   STATE ASSIGNED GRANT SERIAL NUMBER
                   + SEQUENCE NUMBERS AS REQUIRED
     STEP  FACILITIES
       1    PLANNING
           PROJECT

       SEQUENCE 01
STEP  DRAWINGS AND
 2    SPECIFICATIONS
      PROJECT(S)
STEP  CONSTRUCTION
  3    PROJECT(S)
             SEQUENCE 82, ETC.
 Under other circumstances, EPA financial assistance may not be requested until a
 municipality has reached the Step 2 or Step 3 stage and the grant might then involve
 only one or two projects.
 r
    APPLICANT-FUNDED
    FACILITIES PLAN
                                        P. L. 92-500.GRANT
                                STATE ASSIGNED GRANT SERIAL NUMBER
                                + SEQUENCE NUMBERS AS REQUIRED
                           STEP  DRAWINGS AND
                             2    SPECIFICATIONS
                                 PROJECT(S)
                        STEP  CONSTRUCTION
                          3   PROJECT(S)
                                        SEQUENCE 01, ETC.
                                        A-1

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                                    APPENDIX A (Continued)


        In still other circumstances, a Step 1  Facilities Planning grant to one municipality
        may result  in Ste? 2 and/or Step 3  grants to other municipalities within the area
        covered by  the Facilities Plan.
MUNICIPALITY "A"
                                                P.L. 92-500 GRANT
                                    STA TE ASSIGNED GRANT SERIAL NUMBER
                                    + SEQUENCE NUMBERS AS REQUIRED
                       STEP  FACILITIES
                        1    PLANNING
                             PROJECT

                        SEQUENCE 01
STEP  DRAWINGS AND
 2    SPECIFICATIONS
      PROJECT
STEP  CONSTRUCTION
 2    PRCJECT(S)
              SEQUENCE 02, ETC.
                                              STEP  DRAWINGS AND
                                               2    SPECIFICATIONS
                                                    PROJECT
                         STEP  CONSTRUCTION
                          3    PROJECT(S)
                                                   NEXT AVAILABLE SEQUENCE NUMBERS
        MUNICIPALITY "B'
                                                            P.L. 92-500 GRANT
                                                  STATE ASSIGNED GRANT SERIAL NUMBER
                                                  + SEQ UENCE NUMBERS AS REQ UfRED
                                              STEP  DRAWINGS AND
                                                2   SPECIFICATIONS
                                                    PROJECT
                                                  SEQUENCE 01
                         STEP  CONSTRUCTION
                          3    PROJECT(S)

                          SEQUENCE 02, ETC.
        Whatever the circumstances, each grant consists of and includes all the EPA funded
        projects for a grantee municipality to complete the specific job without regard to
        the time phasing of the projects.

        The State assigns  an EPA  Grant Identification Number to each proposed grant and
        its component projects to identify the scope of work which the municipality is
        expected to carry  out. The scope of work will be officially spelled out in the Grant
        Agreement signed  by the municipality and EPA when the  first project is funded and by
        Grant  Amendments issued to fund any subsequent related  projects (See CFR Title 40,
        Chapter 1, Part 35,  Introduction).
                                              A-2

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                             APPENDIX A (Continued)

The  EPA Grant Identification Number consists of:
     Program Code  -  The letter "C" identifies the WWT  Construction Grant Program.

     Serial Number  -  Six digit  numbers from 010000 - 789999 are  reserved
                       for Construction Grants for Wastewater Treatment Works -
                       the first 2 digits serve  to identify the  State; the last
                       4 digits identify  the need and/or grant objective which
                       the proposed  grant will satisfy.
                            In accordance with Section  35.903(e) of  the Final
                        Construction  Grant  Regulations (Federal Register, Vol.
                        39, No. 29, February  11, 1974,  p. 5254), this 6-digit
                       Serial Number identifies the  basic grant application and award,
                        and any  awards  to the same grantee municipality for
                        subsequent related projects.  This 6-digit Serial Number
                        will, therefore, be carried forward to all related  projects
                        of the  municipality meeting the same  grant objective,
                       ,regardless of  the fiscal year in  which the project may be
                       submitted to  EPA. The grant objective is defined by  the
                       approved Facilities Plan.
                            The 6-digit Serial Number is assigned by  the State
                       not later than the time the first  component project
                       within the grant is included in the  State's Project
                       Priority  List.
     Sequence Number  - A two-digit number (01, 02, etc.) assigned sequentially
                       by  the  State  to identify the first and  each succeeding
                       project  planned  as a part of the grant  to the municipality
                       to meet  the identified  grant objective,  i.e. the  work spelled
                       out in the approved Facilities Plan. These are assigned
                       sequentially, beginning  with  "01", without reference  to the
                       fiscal year in  which the project may be included in the
                       State Project  Priority List or in which the application for
                       funding is submitted.   Sequence Numbers are normally
                       assigned not later than the  time the project is  included
                       in the State's Project Priority List.  Note that  the
                      • Sequence Number does not  indicate the  Project Step.
    Amendment Designator -  A one-digit number assigned sequentially by the
                       appropriate EPA  regional office to identify each admin-
                       istrative revision executed on a  fundeu project  within a
                       WWT  Construction Grant.  A zero will be entered for the
                       original  project application;  amendments thereto will be
                       numbered  sequentially "1" - "9", followed by  "A" - "Z".
                          Program Code - Construction Grants for
                                       Wastewater Treatment
                                           Works
                                    Serial
                                    Number
                                            Sequence Number (Project within Grant)
                                              06
                                   State Grant
                                   Code Objective
Amendment Designator
   0
                                           A-3

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                                                 APPENDIX  A (Continued)

         ASSIGNMENT OF EPA GRANT IDENTIFICATION NUMBERS TO WWT CONSTHUCTIO.% PROJECTS  BY THK STATUS
MOTE: MOJIcnOMCIMClUMDOMArTATf ntUICTmiWIITr I
     AND CMOCOUtNTlv MnTMONAMI. IITHM If FOM OM *f T
     IK FUNDING. Kf TAIN THIIN GAAMT IEMIAL NUMUM AND
     StOtMNCI NUMMM ANTfumOUtNTMtaMCTIFONTME
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                                                                    A-4

-------
                                     APPENDIX B

                                 SHORT SIC TITLES1

      A.  AGRICULTURE, FORESTRY,  AND FISHING
Cade
01

Oil
0111
0112
0115
0116
0119
013
0131
0132
0133
0134
0139
016
0161
017
0171
0172
0173
0174
0175
0179
018
0181
0183
0189
019
0191

02
                Short TftU
     AGRICULTURAL PRODUCTION-
       CROPS
     Cash Grains
     Wheat
     Rice
     Corn
     Soybeans
     Cash grains, nee
     Field  Crops, Except  Cash Grains
     Cotton
     Tobacco
     Sugar crops
     Irish potatoes
     Field  crops, except cash grains,  nee
     Vegetables and Melons
     •Vegetables and melons
     Fruits and Tree Nuts
     Berry crops
     Grapes
     Tree nuts
     Citrus fruits
     Deciduous tree fruits
     Fruits and tree nuts, nee
     Horticultural Specialties
     Ornamental nursery products
     Food crops grown under cover
     Horticultural specialties, nee
     General Farms, Primarily Crop
     General farms, primarily crop
     AGRICULTURAL PRODUCTION-
       LIVESTOCK
021  Livestock,  exc. Dairy,  Poultry, etc.
0211  Beef cattle feedlots
0212  Beef cattle, except feedlots
0213  Hogs
0214  Sheep and goats
0219  General livestock, nee
024  Dairy Farms
0241  Dairy farms
025  Poultry and Eggs
0251  Broiler, fryer,  and  roaster chickens
0292  Chicken eggs
0253  Turkeys and turkey egga
0254  Poultry hatcheries
0259  Poultry and eggs, nee
027  Animal Specialties
0271  Fur-bearing animals and rabbits
Code             Short Title
0272 Horses and other eqnines
0279 Animal  specialties, nee
029  General Farms, Primarily Livestock
0291 General farms, primarily livestock

07   AGRICULTURAL SERVICES
071  Soil Preparation Services
0711 Soil preparation services
072  Crop Services
0721 Crop planting and protection
0722 Crop harvesting
0723 Crop preparation services for market
0724 Cotton ginning
0729 General crop services
074  Veterinary Services
0741 Veterinary services, farm livestock
0742 Veterinary services, specialties
075  Animal Services,  Except Veterinary
0751 Livestock services, exc. specialties
0752 Animal  specialty  services
076  Farm Labor and Management Services
0761 Farm labor contractors
0762 Farm management services
078  Landscape and Horticultural Services
0781 Landscape counseling and planning
0782 Lawn and garden services
0783 Ornamental shrub and tree  services

08   FORESTRY
081  Timber Tracts
0811 Timber tracts
082  Forest Nurseries and Seed Gathering
0821 Forest nurseries and seed gathering
084  Gathering of Misc. Forest Products
0843 Extraction of pine gum
0849 Gathering of forest  products, nee
085  Forestry Services
0851 Forestry services

09   FISHING, HUNTING, AND TRAPPING
091  Commercial Fishing
0912 Finfish
0913 Shellfish
0919 Miscellaneous marine products
092  Fish Hatcheries and Preserves
0921 Fish hatcheries  and preserves
097  Hunting, Trapping, Game Propagation
0971 Hunting, trapping, game propagation
                                    B.  MINING
 10    METAL MDHNG
 101   Iron Ores
 1011  Iron ores
 102   Copper Ores
 1021  Copper orea
 103   Lead and Zinc Ores
 1031  .Lead and zinc ores
 104   Gold and Silver Ores
 1041  Gold-orea

    1
                                               1044 Silver ores
                                               105  Bauxite and Other Aluminum Ores
                                               1051 Bauxite and other aluminum ores
                                               106  Ferroalloy Ores, Except Vanadium
                                               1061 Ferroalloy ores, except vanadium
                                               108  Metal Mining Services
                                               1081 Metal mining services
                                               109  Miscellaneous Metal Ores
                                               1092 Mercury ores
     Standard Industrial Classification Manual:  1972, Executive Office of
     the President, Office of Management and Budget, Washington, D.C.
                                           B-1

-------
                                  APPENDIX B (Continued)
Code             Short Tttle
1094  TJranium-radium-vanaditim ores
1099  Metal ores, nee

11   ANTHRACITE MINING
111  Anthracite Mining
1111  Anthracite
1112  Anthracite mining services

12   BITUMINOUS  COAL  AND  LIGNITE
       MINING
121  Bituminous Coal  and Lignite Mining
1211  Bituminous coal  and lignite
1213  Bituminous & lignite mining  services

13   OIL AND GAS EXTRACTION
131  Crude Petroleum  and Natural Gas
1311  Crude petroleum and natural gas
132  Natural Gas Liquids
1321  Natural gas liquids
138  Oil and Gas Field Services
13S1  Drilling oil and gas wells
1382  Oil and gas exploration services
1389  Oil and gas field  services, nee

14   NONMETALLIC  MINERALS, EXCEPT
       FUELS
141  Dimension Stone
1411  Dimension stone
Code              Short Title
142   Crushed and  Broken Stone
1422  Crushed and  broken limestone
1423  Crushed and broken granite
1429  Crushed and broken stone, nee
144   Sand and Gravel
1442  Construction sand and  gravel
1446  Industrial  sand
145   Clay and Related Minerals
1452  Bentonite
1453  Fire clay
1454  Fuller's earth
1455  Kaolin and ball clay
1459  Clay and related minerals, nee
147   Chemical and Fertilizer Minerals
1472  Barite
1473  Fluorspar
1474  Potash, soda,  and bo rate minerals
1475  Phosphate rock
1476  Rock salt
1477  Sulfur
1479  Chemical and fertilizer mining, aec
148   Nonmetallic Minerals Services
1481  Nonmetallic minerals services
149   Miscellaneous  Nonmetallic Minerals
1492  Gypsum
1496  Talc, soapstone, and  pyrophylllte
1499  Nonmetallic minerals, nee
                             D.  MANUFACTURING
<7od«             Short Tttle
20    FOOD AND  KINDRED  PRODUCTS
201   Meat Products
2011  Meat packing plants
2013  Sausages and other prepared meats
2016  Poultry  dressing plants
2017  Poultry  and egg processing
202   Dairy Products
2021  Creamery butter
2022  Cheese,  natural and processed
2023  Condensed and  evaporated milk
2024  Ice cream and frozen desserts
202S  Fluid milk
203   Preserved  Fruits and Vegetables
2032  Canned  specialties
2033  Canned  fruits and  vegetables
2034  Dehydrated  fruits,  vegetables, soups
2035  Pickles,  sauces, and salad dressings
2037  Frozen fruits and vegetables
2038  Frozen specialties
204   Grain Mill Products
2041  Flour and other grain mill products
2043  Cereal breakfast foods
2044  Rice milling
2045  Blended and  prepared Sour
2046  Wet corn milling
2047  Dog, cat, and  other pet food
 <7od«              Short Title
2048  Prepared feeds, nee
205   Bakery Products
2051  Bread, cake, and related products
2052  Cookies and crackers
206   Sugar and Confectionery Products
2061  Raw cane sugar
2062  Cane sugar refining
2063  Beet sugar
2065  Confectionery products
2066  Chocolate and cocoa products
2067  Chewing gum
207   Fats and Oils
2074  Cottonseed oil mills
2075  Soybean oil mills
2076  Vegetable oil mills, nee
2077  Animal and marine fats and oils
2079  Shortening and cooking oils
208   Beverages
2082  Malt beverages
2083  Malt
2084  Wines, brandy, and brandy spirits
2085  Distilled liquor, except brandy
2086  Bottled and canned soft drinks
2087  Flavoring extracts and sirups, nee
209   Misc. Foods and Kindred Products
2091  Canned  and cured seafoods
                                                8-2

-------
                                APPENDIX B (Continued)
 Code              Short Title
2092  Fresh or frozen packaged fish
2095  Roasted coffee
2097  Manufactured ice
2098  Macaroni and spaghetti
2099  Pood preparations, nee

21    TOBACCO MANUFACTURES
211   Cigarettes
2111  Cigarettes
212   Cigars
2121  Cigars
213   Chewing and Smoking Tobacco
2131  Chewing and smoking tobacco
214   Tobacco Stemming and  Redrying
2141  Tobacco stemming and redrylng
22    TEXTILE MILL  PRODUCTS
221   Weaving Mills, Cotton
2211  Weaving mills, cotton
222   Weaving Mills, Synthetics
2221  Weaving mills, synthetics
223   Weaving and Finishing Mills, Wool
2231  Weaving and finishing mills, wool
224   Narrow Fabric Mills
2241  Narrow fabric mills
225   Knitting mills
2251  Women's hosiery, except socks
2252  Hosiery, nee
2253  Knit outerwear mills
2254  Knit underwear mills
2257  Circular knit fabric mills
2258  Warp  knit fabric  mills
2259  Knitting mills, nee
226   Textile Finishing, Except Wool
2261  Finishing plants, cotton
2262  Finishing plants, synthetics
2269  Finishing plants, nee
227   Floor Covering Mills
2271  Woven carpets and rugs
2272  Tufted carpets and rugs
2279  Carpets and rugs, nee
228   Yam and Thread Mills
2281  Tarn mills, except wool
2282  Throwing and winding mills
2283  Wool yarn mills
2284  Thread mills
229   Miscellaneous  Textile Goods
2291  Felt goods, exc. woven felts & hats
2292  Lace goods
2293  Paddings and upholstery fllltng
2294  Processed textile waste
2295  Coated fabrics, not rubberized
2296  Tire cord ancl fabric
2297  N'onwoven fabrics
2298  Cordage and twine
2299  Textile goods, nee

23    APPAREL   AND  OTHER  TEXTILE
        PRODUCTS
231   Men's and Boys' Suits and Coats
2311  Men's and boys' suits and coats
Code             Short Title
232   Men's and Boys' Furnishings
2321  Men's and boys' shirts and aightwear
2322  Men's and boys' underwear
2323  Men's and boys' neckwear
2327  Men's and boys' separate trousers
2328  Men's and boys' work clothing
2329  Men's and boys' clothing, nee
233   Women's and Misses' Outerwear
2331  Women's & misses' blouses  & waists
2335  Women's and misses' dresses
2337  Women's and misses' suits and coats
2339  Women's and misses' outerwear, nee
234   Women's and Children's Undergarments
2341  Women's and children's underwear
2342  Brassieres and  allied garments
235   Hats, Caps, and Millinery.
2351  Millinery
2352  Hats and  caps, except millinery
236   Children's Outerwear
2361  Children's dresses and blouses
2363  Children's coats and suits
2369  Children's outerwear, nee
237   Fur Goods
2371  Fur goods
238   Miscellaneous Apparel and Accessories
2381  Fat>ric dress and work gloves
2384  Robes and dressing gowns
2385  Waterproof outergarments
2386  Leather and sheep lined clothing  '
2387  Apparel belts
2389  Apparel and accessories, nee
 239   Misc. Fabricated Textile Products
 2391  Curtains and draperies
2392  House furnishings, aec
 2393  Textile bags
 2394  Canvas and related products
 2395  Pleating and stitching
 2396  Automotive and  apparel  trimmings
 2397  Schiffli machine embroideries
 2399  Fabricated textile products, nee  •

24   LUMBER AND WOOD  PRODUCTS
241   Logging  Camps & Logging Contractors
2411  Logging  camps & logging contractors
242   Sawmills and Planing Mills
 2421  Sawmills  and planing  mills, general
 2426  Hardwood dimension and flooring
 2429  Special product sawmills, nee
 243   Millwork, Plywood &  Structural Mem-
         bers
 2431  Millwork
 2434  Wood kitchen cabinets
 2435  Hardwood veneer and  plywood
 2436  Softwood veneer an'd plywood
 2439  Structural wood members, nee
 244   Wood Containers
 2441  Nailed wood boxes and shook
 2448  Wood pallets and skids
 2449  Wood containers, nee
                                              B-3

-------
                               APPENDIX B (Continued)
Coda             Short Title
245   Wood Buildings and Mobile Homes
2451  Mobile homes
2452  Prefabricated wood  buildings
249   Miscellaneous Wood Products
2491  Wood preserving
2492  Particleboard
2499  Wood products, nee

25    FURNITURE AND  FIXTURES
251   Household Furniture
2511  Wood household furniture
2512  Upholstered household furniture
2514  Metal household furniture
2515  Mattresses and bedsprings
2517  Wood TV and  radio cabinets
2519  Household furniture, nee
252   Office Furniture
2521  Wood office furniture
2522  Metal office furniture
253   Public Building & Related Furniture
2531  Public building & related  furniture
254   Partitions and  Fixtures
2541  Wood partitions and fixtures
2542  Metal partitions and fixtures
259   Miscellaneous Furniture and Fixtures
2591  Draper; hardware & blinds  & shades
2599  Furniture and fixtures, nee

26    PAPER AND ALLIED PRODUCTS
281   Pulp Mills
2611  Pulp mills
262   Paper Mills,  Except  Building Paper
2621  Paper mills,  except building paper
263   Paperboard Mills
2631  Paperboard mills
264   Misc. Converted Paper Products
2641  Paper  coating  and glazing
2642  Envelopes
2643  Bags, except textile bags
2845  Die-cut paper and board
2646  Pressed and molded pulp ?oods
2647  Sanitary  paper products
2648  Stationery products
2649  Converted paper products, nee
265   Paperboard Containers and  Boxes
2651  Folding paperboard  bores
2652  Set-up paperboard boxes
2653  Corrugated and solid fiber boxes
2654  Sanitary  food containers
2655  Fiber cans, drums & similar products
266   Building Paper and Board Mills
2661  Building paper and board mills
27    PRINTING AND PUBLISHING
271   Newspapers
2711  Newspapers
272   Periodicals
2721  Periodicals
273   Books
Coda             ShOTt Title
2731  Book publishing
2732  Book printing
274   Miscellaneous Publishing
2741  Miscellaneous publishing
275   Commercial Printing
2751  Commercial printing, letterpress
.2752  Commercial printing, lithographic
2733  Engraving and plate printing
2754  Commercial printing, gravure
276   Manifold  Business  Forms
2761  Manifold business forms
277   Greeting Card Publishing
2771  Greeting card publishing
278   Blankbooks and Bookbinding
2782  Blankbooks and looseleaf binders
2789  Bookbinding and related work
279   Printing Trade Services
2791  Typesetting
2793  Photoengraving
2794  Electrotyping and stereotyping
2795  Lithographic platemaking services

28    CHEMICALS  AND  ALLIED  PROD-
        UCTS
281   Industrial Inorganic Chemicals
2812  Alkalies and chlorine
2813  Industrial gases
2816  Inorganic pigments
2819  Industrial inorganic chemicals, nee
282   Plastics Materials and  Synthetics
2821  Plastics materials and rasins
2822  Synthetic  rubber
2823  Cellulosic man-made fibers
2824  Organic fibers, noncelluiosic
283   Drugs
2831  Biological products
2833  Medicinals and botanicals
2834  Pharmaceutical preparations
284   Soap, Cleaners, and Toilet  Goods
2341  soap and  other detergents
2842  Polishes and sanitation  goods
2843  Surface active agents
2844  Toilet preparations
285   Paints and Allied Products
2851  Paints and allied products
286   Industrial Organic Chemicals
2861  Gum and wood chemicals
2865  Cyclic crudes and  intermediates
2869  Industrial organic chemicals, nee
287   Agricultural Chemicals
2873  Nitrogenous fertilizers
2874  Phosphatic fertilizers
2875  Fertilizers,  mixing  only
 2379  Agricultural chemicals, nee
289   Miscellaneous Chemical Products
2391  Adhesives and sealants
2892  Explosives
2893  Printing ink
2895  Carbon  black
2899  Chemical  preparations, nee
                                              B-4

-------
                               APPENDIX B (Continued)
Code
                 Short Title
 29    PETROLEUM AND COAL PRODUCTS
 291   Petroleum Refining
 2911  Petroleum refining
 295   Paving and Roofing Materials
 295-1  Paving mixtures and blocks
 2952  Asphalt felts and coa-tinga
 299   Misc. Petroleum  and Coal Products
 2992  Lubricating oils and greases
 2999  Petroleum and coal  products,  nee

 30    RUBBER   AND   MISC.  PLASTICS
        PRODUCTS
 301   Tires and Inner Tubes
 3011  Tires and Inner tribes
 302   Rubber  and Plastics Footwear
 3021  Rubber  and plastics footwear
 303   Reclaimed Rubber
 3031  Reclaimed robber
 304   Rubber  and Plastics Hose  and  Belting
 3841  Rubber  and plastics hose  and  belting
 306   Fabricated Rubber Products, nee
 3069  Fabricated rubber products, nee
 307   Miscellaneous Plastics Products
 3079  Miscellaneous  plastics products

 31    LEATHER AND LEATHER PROD UCTS
 311   Leather Tanning and Finishing
 3111  Leather tanning and finishing
 313   Boot and Shoe Cat Stock and Findings
 3131  Boot and shoe cut stock and findings
 314   Footwear, Except  Rubber
 3142  House slippers
 3143  Men's footwear, except athletic
 3144  Women's footwear,  except athletic
 3149  Footwear, except rubber, aec
 319   Leather Gloves and Mittens
 3151  Leather gloves and mittens
 316   Luggage
 3161  Luggage
 317   Handbags and Personal Leather Goods
 3171  Women's handbags and purses
 3172  Personal leather goods, nee
 319   Leather Goods, nee
 3199  Leather goods, nee

 32    STONE, CLAY,  AND  GLASS PROD-
        UCTS
 321   Flat Glass
 3211  Flat glass
 322   Glass and Glassware, Pressed or Blown
 3221  Glass containers
 3229  Pressed and blown glass,  nee
 323   Products of Purchased Glass
 3231  Products of purchased glass
 324   Cement, Hydraulic
 3241  Cement, hydraulic
 325   Structural Clay Products
                                                 Code
                                                                  Short Title
3251 Brick and structural clay tile
3253  Ceramic wall and floor tile
3255  Clay refractories
3259  Structural clay  products,  nee
326   Pottery and  Related Products
3261  Vitreous plumbing fixtures
3262  Vitreous china food utensils
3263  Fine earthenware food utensils
3264  Porcelain electrical supplies
3269  Pootery products, aec
327   Concrete, Gypsum,  and Plaster Products
3271 (Concrete block and brick
3272.  Concrete products, nee
3273  Ready-mixed concrete
3274  Lime
3275  Gypsum products
328   Cut Stone and Stone  Products
3281  Cut stone and stone products
329   Misc.  Xonntetallic  Mineral Products
3291  Abrasive products
3292  Asbestos products
3293  Gaskets, packing and sealing  devices
3295  Minerals, ground or treated
3296  Mineral  wool
3297  Xonclay refractories
3299  Xonmetallic  mineral products, aec

33    PRIMARY METAL INDUSTRIES
331   Blast Furnace and  Basic  Steel Predicts
3312  Blast furnaces and steel  mills
3313  Electrometallurgical products
3315  Steel wire and  related products
3316  Cold finishing of steel shapes
3317  Steel pipe and tubes
332   Iron and Steel  Foundries
3321  Gray lion foundries
3322  Malleable iron  foundries
3324  Steel investment foundries
3325  Steel foundries, nee
333   Primary Nonferrous Metals
3331  Primary copper
3332  Primary lead
3333  Primary zinc
3334  Primary aluminum
3339  Primary nonferrous metals, nee
334   Secondary Nonferrous Metals
3341  Secondary nonferrous metals
335   Nonferrous Rolling and Drawing
3351 Copper rolling and drawing
3353  Aluminum sheet, plate,  and foil
3354  Aluminum extruded products
3355  Aluminum rolling and drawing,  nee
3356  Xonferrous rolling and drawing, nee
3357  Nonferrous wire drawing & insulating
336   Nonferrous Foundries
3361  Aluminum foundries
3362  Brass, bronze, and  copper foundries
                                             B-5

-------
                                APPENDIX B (Continued)
Code             Short Title

3369  Xonferrous foundries, nee
339   Miscellaneous Primary Metal Products
3398  Metal beat treating
3399  Primary metal products, nee

34    FABRICATED METAL PRODUCTS
341   Metal Cans and  Shipping Containers •
3411  Metal cans
3412  Metal barrels, drums, and palls
342   Cutlery, Hand Tools, and Hardware
3421  Cutlery
3423  Hand and edge tools, nee
3425  Hand saws and  saw blades
3429  Hardware, nee
343   Plumbing  and  Heating, Except Electric
3431  Metal sanitary ware
3432  Plumbing  fittings and brass goods
3433  Heating equipment, except electric
344   Fabricated Structural Metal Products
3441  Fabricated structural metal
3442  Metal doors, sash,  and trim
3443  Fabricated plate work (boiler shops)
3444  Sheet metal work
3446  Architectural metal work
3448  Prefabricated metal buildings
3449  Miscellaneous metal work '
345   Screw Machine Products,. Bolts, etc.
3451  Screw machine products
3452  Bolts, nuts,  rivets, and washers
346   Metal Forcings  and  Stampings
3462  Iron and  steel forcings
3463  Nortferrous forgtngs
3465  Automotive stampings
3466  Crowns and closures
3469  Metal stampings, aec
347   Metal Services, nee
3471  Plating  and polishing
3479  Metal coating and  allied  services
348   Ordnance  and Accessories,  nee
3482  Small arms ammunition
3483  Ammunition, exc. for small arms, nee
3484  Small arms
3489  Ordnance  and  accessories, nee
349   Misc. Fabricated Metal Products
3493  Steel springs, except wire
3494  Valves and pipe fittings
3495  Wire springs
3496  Misc. fabricated  wire products
3497  Metal foil and leaf
3498  Fabricated pipe  and fittings
3499  Fabricated metal products,  nee

35    MACHINERY, EXCEPT ELECTRICAL
351   Engines and Turbines
3511  Turbines and turbine generator sets
3519  Internal combustion  engines,  nee
352   Farm and Garden  Machinery
2523  Farm machinery and equipment
3524  Lawn and garden  equipment
Coda             Short Title

 353   Construction and Related  Machinery
 3531  Construction machinery
 3532  Mining machinery
 3533  Oil  field machinery
 3534  Elevators and moving stairways
 3535  Conveyors and conveying equipment
 3536  Hoists, cranes, and monorails
 3537  Industrial trucks and tractors
 354   Metalworking Machinery
 3541  Machine tools, metal cutting types
 3542  Machine tools, metal forming types
 3544  Special dies, tools, ji?3 &  fixtures
 3545  Machine tool accessories
 3546  Power driven hand tools
 3547  Rolling mill machinery
 3549  Metalworking machinery, aec
 355   Special Industry Machinery
 3551  Food products machinery
 3552  Textile machinery
 3553  Woodworking machinery
 3554  Paper industries machinery
 3555  Printing trades machinery
 3559  'Special industry machinery, nee
 356   General Industrial Machinery
 3561  Pomps and pumping equipment
 3562  Ball and roller bearings
 3563  Air and gas compressors
 3564  Blowers and fans
 3565  Industrial patterns
 3566  Speed changers,  drives, and gears
 3567  Industrial furnaces and ovens
 3568  Power transmission equipment, nee
 3569  General industrial  machinery, nee
 357   Office and Computing Machines
 3572  Typewriters
 3573  Electronic computing equipment
 3574  Calculating and accounting machines
 3576  Scales and balances, exc. laboratory
 3579  Office machines,  nee
 358   Refrigeration and Service Machinery
 3581  Automatic merchandising machines
 3582  Commercial laundry equipment
 3585  Refrigeration and healing equipment
 3586  Measuring and dispensing pumps
 3589  Service Industry machinery, nee
 359   Misc. Machinery, Except Electrical
 3592  Carburetors, pistons, rings, valves
 3599  Machinery, except electrical, nee

 36    ELECTRIC  AND   ELECTRONIC
        EQUIPMENT
 361   Electric Distributing Equipment
 3612  Transformers
 3613  Switchgear and switchboard apparatus
 362   Electrical Industrial Apparatus
 3621  Motors and generators
 3822  Industrial controls
 3623  Welding apparatus, electric
 3621  Carbon and graphite products
                                             B-6

-------
                                 APPENDIX B (Continued)
Coda
                 Short Title
3629  Electrical industrial apparatus, nee
363   Household Appliances
3631  Household cooking equipment
3632  Household refrigerators and freezers
3633  Household laundry equipment
3634  Electric housewares and fans
3635  Household vacuum cleaners
3636  Sewing machines
3639  Household appliances, nee
364   Electric Lighting and Wiring Equipment
3641  Electric lamps
3643  Current-carrying wiring devices
3644  N'oncurrent-carrying wiring devices
3645  Residential lighting -fixtures
3646  Commercial lighting fixtures
3647  Vehicular lighting equipment
3648  Lighting equipment, nee
365   Radio and TV Receiving Equipment
3651  Radio and TV receiving sets
3652  Phonograph records
366   Communication Equipment
3661  Telephone and telegraph apparatus
3662  Radio and TV communication equipment
367   Electronic Components  and Accessories
3671  Electron tubes, receiving type
3672  Cathode ray television picture tubes
3673  Electron tubes, transmitting
3674  Semiconductors and related devices
3675  Electronic capacitors
3676  Electronic resistors
3677  Electronic coils and transformers
367S  Electronic connectors
3679  Electronic components, nee
369   Misc.  Electrical Equipment &  Supplies
3691  Storage batteries
3692  Primary batteries, dry and wet
3693  X-ray apparatus and tubes
3694  Engine eleccrica-1 equipment
3899  Electrical  equipment &  supplies, nee

37    TRANSPORTATION EQUIPMENT
371   Motor Vehicles and Equipment
3711  Motor vehicles and car bodies
3713  Truck and bus bodies
3714  Motor vehicle parts and accessories
3715  Truck trailers
372   Aircraft and Parts
3721  Aircraft
3724  Aircraft engines and engine parts
3728  Aircra-f t equipment, nee
373   Ship and  Boat Building  and Repairing
3731  Ship building a*nd repairing
3732  Boat building and repairing
374   Railroad Equipment
3743  Railroad equipment
375   Motorcycles, Bicycles, and  Parts
3751  Motorcycles, bicycles, and parts
376   Guided .Missiles, Space  Vehicles. Parts
3761  Guided missiles and  space vehicles
                                                 Code
                                                                  Short Title
 3764  Space propulsion units and parts
 3769  Space vehicle equipment, nee
 379   Miscellaneous  Transportation   Equip-
        ment
 3792  Travel trailers and campers
 3795  Tanks and tank components
 3799  Transportation equipment, nee.

 38    INSTRUMENTS  AND RELATED
        PRODUCTS
 381   Engineering & Scientific Instruments
 3811  Engineering &  scientific  Instruments
 382   Measuring  and Controlling  Devices
 3822  Environmental controls
 3823  Process control instruments
 3824  Fluid meters and counting devices
 3825  Instruments  to  measure  electricity
 3829  Measuring & controlling  devices,  nee
 383   Optical Instruments  and Lenses
 3832  Optical instruments and lenses
 384   Medical Instruments  and Supplies
 3841  Surgical and medical instruments
 3842  Surgical appliances and supplies
 3843  Dental equipment and  supplies
 385   Ophthalmic Goods
 3851  Ophthalmic goods
 386   Photographic Equipment and Supplies
 3861  Photographic equipment and  supplies
 387   Watches, Clocks, and Watchcases
 3873  Watches, clocks, and watchcases
 39    MISCELLANEOUS MANUFACTURING
        INDUSTRIES
 391   Jewelry, Silverware,  and  Plated Ware
 3911  Jewelry, precious metal
 3914  Silverware and plated  ware
 3915  Jewelers' materials 4 lapidary work
 393   Musical Instruments
 3931  Musical instruments
 394   Toys and Sporting Goods
 3942  Dolls
 3944  Games, toys, and children's vehicles
 3949  Sporting and athletic goods, nee
 395   Pens,  Pencils,  Office  and  Art Supplies.
 3951  Pens and mechanical pencils
 3952  Lead pencils and art goods
 3953  Marking devices
 3955  Carbon paper and  inked  ribbons
 396   Costume Jewelry and Notions
 3961  Costume jewelry
 3962  Artificial flowers
 3963  Buttons
3964  Xeedles, pins, and  fasteners
399   Miscellaneous Manufactures
3991  Brooms and  brushes
3993  Signs  and advertising displays
3995  Burial caskets
3996  Hard  surface floor coverings
3999  Manufacturing industries,  nee
                                             8-7

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                              APPENDIX B (Continued)
     E.  TRANSPORTATION  AND  PUBLIC  UTILITIES
Coda             Short Title
40   RAILROAD TRANSPORTATION
401  Railroads
4011 Railroads,  line-haul operating
4013 Switching and  terminal services
404  Railway  Express Service
4041 Railway  express  service

41   LOCAL  AND   INTERURBAN  PAS-
       SENGER TRANSIT
411  Local and Suburban Transportation
4111 Local and  suburban transit
4119 Local passenger transportation, nee
412  Taxicabs
4121 Taxicabs
413  Intercity Highway Transportation
4131 Intercity highway transportation
414  Transportation Charter Service
4141 Local passenger charter service
4142 Charter service, except local
415  School Bases
4151 School buses
417  Bus Terminal and Service Facilities
4171 Bus terminal facilities
4172 Bus service facilities

42   TRUCKING AND WAREHOUSING
421  Trucking, Local and Long Distance
4212 Local trucking,  without storage
4213 Trucking, except local
4214 Local trucking and storage
422  Public Warehousing
4221 Farm product  warehousing and storage
4222 Refrigerated warehousing
4224 Household  goods warehousing
4225 General  warehousing and storage
4228 Special warehousing and storage, nee
423  Trucking Terminal  Facilities
4231 Trucking terminal facilities

43   U.S. POSTAL SERVICE
431  U.S. Postal Service
4311 U.S. Postal Service

44   WATER TRANSPORTATION
441  Deep Sea Foreign Transportation
4411 Deep sea foreign transportation
442  Deep Sea Domestic Transportation
4421 Noncontiguous  area transportation
4422 Coastwise transportation
4423 Intercoastal transportation
443  Great Lakes Transportation
4431 Great Lakes transportation
444  Transportation on Rivers and  Canals
4441 Transportation on rivers and cana-la
445  Local Water Transportation
4452 Ferries
4453 Lighterage
Code            Short Title
4454 Towing and tugboat service
4459 Local water transportation, nee
446  Water Transportation Services
4463 Marine cargo handling
4464 Canal operation
4469 Water transportation services,  nee

45   TRANSPORTATION BY AIR
451  Certificated Air Transportation
4511 Certificated air transportation
452  Noncertificated Air Transportation
4521 Noncertlflcated air transportation
458  Air Transportation Services
4582 Airports and  flying fields
4583 Airport terminal services

46   PIPE LINES, EXCEPT NATURAL GAS
461  Pipe Lines, Except Natural Gas
4612 Crude  petroleum pipe  lines
4613 Kenned petroleum pipe lines
4619 Pipe lines,  nee

47   TRANSPORTATION SERVICES
471  Freight Forwarding
4712 Freight forwarding
472  Arrangement of Transportation
4722 Passenger transportation  arrangement
4723 Freight transportation arrangement
474  Rental of Railroad Cars
4742 Railroad car rental with service
4743 Railroad car  rental without service
478  Miscellaneous Transportation Services
4782 Inspection and weighing services
4783 Packing and crating
4784 Fixed facilities for vehicles, nee
4789 Transportation services, nee

48   COMMUNICATION
481  Telephone Communication
4811 Telephone communication
482  Telegraph Communication
4821 Telegraph communication
483  Radio and Television Broadcasting
4832 Radio  broadcasting
4833 Television broadcasting
489  Communication Services, nee
4899 Communication services, aee

49   ELECTRIC,  GAS, AND  SANITARY
       SERVICES
491  Electric Services
4911 Electric services
492  Gas Production and Distribution
4922 Natural gaa transmission
4923 Gas transmission and distribution
4924 Natural gas distribution
                                           B-8

-------
                                APPENDIX B (Continued)
Code             Short Title

4925  Gas production and/or distribution
493   Combination Utility Services
4931  Electric and other services combined
4932  Gas and other services combined
4939  Combination utility services, nee
494   Water Supply
4941  Water supply
495   Sanitary Services
Code             Short Title

4952  Sewerage systems
4953  Refuse systems
4959  Sanitary services, nee
496   Steam Supply
4961  Steam supply
497   Irrigation Systems
4971  Irrigation systems
                                   I.  SERVICES
Code             Short Title
70    HOTELS   AND   OTHER  LODGING
        PLACES
701   Hotels, Motels, and Tourist Courts
7011  Hotels, motels, and tourist courts
702   Rooming; and Boarding Houses
7021  Booming and boarding houses
703   Camps and Trailering Parks
7032  'Sporting and recreational camps
7033  Trailering parks for transients
704   Membership-Basis  Organization Hotels
7041  Membership-basis organization  hotels

72    PERSONAL SERVICES
721   Laundry, Cleaning, & Garment Services
7211  Power laundries, family & commercial
7212  Garment pressing &  cleaners' agents
7213  Linen supply
7214  Diaper service
7215  Coin-operated laundries and cleaning
7216  Dry cleaning plants, except rug
7217  Carpet and upholstery cleaning
7218  Industrial launderers
7219  Laundry and garment services,  nee
722   Photographic Studios, Portrait
7221  Photographic studios, portrait
723   Beauty Shops
7231  Beauty shops
724   Barber Shops
7241  Barber shops
725   Shoe Repair and Hat Cleaning Shops
7251  Shoe repair and hat cleaning shops
726   Funeral Service  and Crematories
7261  Funeral service and crematories
729   Miscellaneous Personal Services
7299  Miscellaneous personal services

73    BUSINESS SERVICES
731   Advertising
7311  Advertising agencies
7312  Outdoor advertising services
7313  Radio, TV, publisher representatives
7319  Advertising, nee
732   Credit Reporting and Collection
7321  Credit reporting  and collection
733   Mailing,  Reproduction, Stenographic
7331  Direct mail advertising services
7332  Blueprinting and photocopying
7333  Commercial photography  and art
7339  Stenographic and reproduction, nee
734   Services to Buildings
Code             Short Title
7341  Window cleaning
7342  Disinfecting and exterminating
7349-  Building maintenance services, nee
735   News Syndicates
7351  Xews syndicates
736   Personnel Supply Services
7361  Employment agencies
7362  Temporary help supply services
7369  Personnel supply services, nee
737   Computer and Data Processing Services
7372  Computer programming and software
7374  Data processing services
7379  Computer related services, nee
739   Miscellaneous Business Services
7391  Research & development laboratories
7392  Management and public relations
7393  Detective and protective services
7394  Equipment rental and leasing
7395  Photofinishing laboratories
7396  Trading stamp  services
7397  Commercial testing lat>oratories
7399  Business services, nee

75    AUTO   REPAIR,  SERVICES,  AND
       GARAGES
751   Automotive Rentals, Without Drivers
7512  Passenger car rental and leasing
7513  Truck rental and leasing
7519  Utility trailer rental
752   Automobile Parking
7523  Parking lots
7525  Parking structures
753   Automotive Repair Shops
7531  Top and body repair shops
7534  Tire  retreading  and  repair shops
7535  Paint shops
7538  General  automotive  repair shops
7539  Automotive  repair shops, nee
754   Automotive Services, Except Repair
7542  Car washes
7549  Automotive  services, nee

76    MISCELLANEOUS REPAIR SERVICES
762   Electrical Repair Shops
7622  Radio and television repair
7623  Refrigeration service and repair
7629  Electrical repair shops, nee
763   Watch, Clock, and Jewelry Repair
7631  Watch, clock, and jewelry repair
                                            B-9

-------
                                 APPENDIX B (Continued)
Coda
                 Short Title
 764   Reupholstery and Furniture Repair
 7641  Reupholstery and furniture repair
 769   Miscellaneous Repair Shops
 7692  Welding repair
 7694  Armature rewinding shops
 7699  Repair  services, nee

 78    MOTION PICTURES
 781   Motion  Picture  Production & Services
 7813  Motion  picture production, except TV
 7814  Motion  picture production for TV
 7819  Services allied  to motion pictures
 732   Motion  Picture Distribution and Services
 7823  Motion  picture Sim exchanges
 7824  Film or tape distribution for TV
 7829  Motion  picture distribution services
 783   Motion  Picture Theaters
 7832  Motion  picture  theaters,  ex drive-in
 7833  Drive-in motion picture theaters

 79    AMUSEMENT & RECREATION SERV-
        ICES
 791   Dance Halls, Studios, and Schools
 7911  Dance halls, studios, and schools
 792   Producers,  Orchestras,  Entertainers
 7922  Theatrical producers and services
 7929  Entertainers & entertainment groups
 793   Bowling and Billiard  Establishments
 7932  Billiard  and pool establishments
 7933  Bowling alleys
 794   Commercial Sports
 7941  Sports clubs and promoters
 7948  Racing,  including tracfc operation
 799   Misc. Amusement, Recreational Services
 7992  Public golf  courses
 7993  Coin-operated amusement devices
 7996  Amusement parks
 7997  Membership sports & recreation clubs
 7599  Amusement and recreation, nee

 80    HEALTH SERVICES
 801   Offices of Physicians
 8011  Offices of physicians
 802   Offices of Dentists
 S021  Offices of dentists
 803   Offices of Osteopathic  Physicians
 8031  Offices of osteopathic physicians
 804   Offices of Other  Health Practitioners
 8041  Offices of chiropractors
 8042  Offices of optometrists
 8049  Offices of health  practitioners, nee
 805   Nursing and Personal Care Facilities
 8051  Skilled  nursing care facilities
 8059  Nursing and personal care, nee
 806   Hospitals
 8062  General medical  & surgical hospitals
 8063  Psychiatric  hospitals
 8069  Specialty hospitals, exc. psychiatric
 807   Medical  and Dental Laboratories
 S071  Medical  laboratories
Code             Short Title

8072  Dental laboratories
808   Outpatient Care Facilities
8081  Outpatient care facilities
809   Health and Allied  Services, nee
8091  Health and allied services, nee

81    LEGAL SERVICES
811   Legal Services
8111  Legal services

82    EDUCATIONAL SERVICES
821   Elementary and Secondary Schools
8211  Elementary and secondary schools
822   Colleges and  Universities
8221  Colleges and  universities, nee
8222  Junior colleges
823   Libraries and Information Centers
8231  Libraries and information centers
824   Correspondence and  Vocational Schools
8241  Correspondence schools
8243  Data processing schools
8244  Business and secretarial  schools
8249  Vocational schools, nee
829   Schools & Educational Services,  nee
8299  Schools & educational services, nee

83    SOCIAL SERVICES
332   Individual and Family Services
8321  Individual and family services
833   Job Training and Related Services
8331  Job training  and related services
835   Child Day Care Services
8351  Child day care services
836   Residential Care
8361  Residential care
839   Social Services, nee
8399  Social services, nee

84    MUSEUMS,  BOTANICAL,  ZOOLOG-
        ICAL GARDENS
841   Museums  and Art  Galleries
8411  Museums and art galleries
842   Botanical  and Zoological Gardens
8421  Botanical  and zoological  gardens

36    MEMBERSHIP ORGANIZATIONS
861   Business Associations
8611  Business associations
862   Professional  Organizations
8621  Professional organizations
863   Labor Organizations
8631  Labor organizations
864   Civic  and Social Associations
8641  Civic and  social associations
865   Political Organizations
8651  Political organizations
866   Religious Organizations
8661  Religious organizations
869   Membership Organizations, nee
S699  Membership organizations, nee
                                             B-10

-------
Code             Short Title

 88    PRIVATE HOUSEHOLDS f
 881   Private Households
 8811  Private households

 39    MISCELLANEOUS SERVICES
 891   Engineering & Architectural Services
 8911  Engineering &  architectural services
APPENDIX B (Continued)

                  Coda
                                                                 SJiort
                  392   Noncommercial Research Organizations
                  8922  Noncommercial research  organizations
                  893   Accounting, Auditing &  Bookkeeping
                  3931  Accounting, auditing &  bookkeeping
                  899   Services, nee
                  8999  Services, nee
    lt is the opinion of the Office of General Counsel of EPA that Private Households are not service
    industries and are not industrial users subject to ICR.
                                           B-11

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                                           ICR GLOSSARY
THE ACT1 - The Federal Water Pollution Control Act (33 U.S.C. 1251 et seq.), as amended by the Federal Water
     Pollution Control Act Amendments of 1972 (PL 92-500) and subsequent amendments.

BIOCHEMICAL OXYGEN DEMAND (BOD)2 - (1) The quantity of oxygen used in the biochemical oxidation of organic
     matter in a specified time, at a specified temperature, and under specified conditions. (2) A standard test used
     in assessing wastewater strength.

CASH FLOW3— The cash receipts and disbursements of any organization covering a particular period of time.

COLLATERAL4- Security provided by banks for cash and securities in their custody.

COMBINED SEWER1 - A sewer intended to serve as a sanitary sewer and a storm sewer, or as an industrial sewer and
     a storm sewer.

DISSOLVED OXYGEN (DO)2 - The oxygen dissolved in water, or other liquid, usually expressed in milligrams per liter,
     parts per million, or percent of saturation.

DOMESTIC WASTEWATER2  - Wastewater derived principally from dwellings due to domestic activities.  It may or
     may not contain groundwater, surface water, or storm water.

GRANTEE1 - Any municipality which has been awarded a grant for construction of a treatment works pursuant to
     this subpart.  In addition, where appropriate in 40 C.F.R. § 35.936 through 35.939, the designation grantee
     may also refer to an applicant for such a grant.

INDUSTRIAL COST RECOVERY1 - Recovery by the grantee, from the industrial users of a treatment works, of the
     grant  amount allocable to the treatment of waste from such users pursuant to Section 204(b) of the Act.

INDUSTRIAL COST RECOVERY PERIOD1  - That period during which the grant amount allocable to the construction
     of facilities for treatment of wastes from industrial users is recovered from the industrial users of such works.

INDUSTRIAL WASTES2  - The liquid wastes from industrial processes, as distinct from domestic or sanitary wastes.

INFILTRATION1 - The water entering a sewer system, including sewer service connections, from  the ground, through
     such means as, but not limited to, defective pipes, pipe joints, connections, or manhole walls. Infiltration does
     not include, and is distinguished from, inflow.

INFILTRATION/INFLOW1 - The total  quantity of water from both infiltration and inflow without distinguishing
     the source.

INFLOW1 — The water discharged into a sewer system, including service connections from such sources as,  but not
     limited to, roof leaders, cellar, yard, and area drains, foundation drains, cooling water discharges, drains from
     springs and swampy areas, manhole covers, cross connections from storm sewers and combined sewers, catch
     basins, storm waters, surface run-off, street wash waters, or drainage. Inflow does not include, and is distin-
     guished from, infiltration.
                                                   C-1

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                                         GLOSSARY (Continued)


LETTER OF INTENT1 - A written statement from an industrial user to a municipality of that user's intent to utilize a
     specified portion of the publicly-owned waste treatment facility for a given length of time, (paraphrased)

MONITORING2 - The measurement, sometimes continuous, of water quality.

PRIMARY TREATMENT2 — The first major treatment in a wastewater treatment works, usually sedimentation.

PROCESS WATER2  — Water that comes irr contact with an end product or with materials incorporated in an end product.

REPLACEMENT1 — Expenditures for obtaining and installing equipment, accessories, or appurtenances which are neces-
     sary during the service life of the treatment works to maintain the capacity and performance for which such works
     were designed and constructed.  The term operations and maintenance includes replacement.

SANITARY SEWER1 — A sewer intended to carry only sanitary or sanitary and industrial waste waters, from residences,
     commercial buildings, industrial plants, and institutions.

SANITARY WASTEWATER2 - (1) Domestic wastewater with storm and surface water excluded.  (2) Wastewater dis-
     charging from the sanitary conveniences of dwellings (including apartment houses and hotels), office buildings,
     industrial plants, or institutions.

SECONDARY WASTEWATER TREATMENT5 - The treatment of wastewater to meet secondary effluent limitations
     as defined in 40 C.F.R. §133, Secondary Treatment Information.
STORM SEWER1 —  A sewer intended to carry only storm waters,  surface run-off, street wash waters, and drainage.

SUSPENDED SOLIDS (SS)2 - Solids that either float on the surface of, or are in suspension in water, wastewater, or
     other liquids, and which are largely removable by laboratory filtering.

TREATMENT WORKS1 — Any devices and systems used in the storage, treatment, recycling, and reclamation of munic -
     ipal sewage or industrial wastes of a liquid nature to implement Section 201 of the Act, or necessary to  recycle
     or reuse water at the most economical cost over the useful  life of the works, including intercepting  sewers, out-
     fall sewers, sewage collection systems, pumping, power, and other equipment and their appurtenances; extensions,
     improvement, remodeling, additions, and alterations thereof; elements essential to provide a reliable recycled
     supply such as standby treatment units and clear well  facilities; and any works, including site acquisition of the
     land that will be an integral part of the treatment process or is used for ultimate disposal of residues resulting
     from such treatment; or any other method or system for preventing, abating, reducing, storing, treating, sepa-
     rating, or disposing of municipal  waste, including storm water run-off, or industrial waste, including waste in
     combined storm water and sanitary sewer systems.
                                                     C-2

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                                           GLOSSARY (Continued)
USEFUL LIFE1 — Estimated period during which a treatment works will be operated.

USER CHARGE1  — A charge levied on users of a treatment works for the cost of operation and maintenance of such
      works, pursuant to Section 204(b) of the Act.

WASTEWATER SURVEY2 — An investigation of the quality and characteristics of each waste stream, as in an industrial
      plant or municipality.
SOURCES:
'"Title 40 of the Code of Federal Regulations Part 35."

 Glossary Water and Wastewater Control Engineering, prepared by Joint
 Editorial Board, representing American Public Health Association,
 American Society of Civil Engineers, American Water Works Association,
 and Water Pollution Control Federation, 1969.

 Dictionary for Accountants, 4th Edition, by Eric L. Kohler, Prentice-
 Hall publication, Englewood Cliffs, New Jersey, 1970.

A
 Concepts and Practices in Local Government Finance, by Lennox L.
 Moak and Albert M. Hillhouse, Municipal Finance Officers Association,
 Chicago, Illinois, 1975.

S"THIe 40 of the Code of Federal Regulations Part 133."
                                                          C-3

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                             APPENDIX D

                       EPA REGIONAL OFFICES
Environmental Protection Agency
Region I
JFK Federal Building
Room 2203
Boston, Massachusetts 02203
Environmental Protection Agency
Region VI
First International Building
1201 Elm Street
Dallas, Texas 75270
Environmental Protection Agency
Region n
26 Federal Plaza
Room 908
New York, New York 10007
Environmental Protection Agency
Region VO
1735 Baltimore Avenue
Kansas City, Missouri 64108
Environmental Protection Agency
Region HI
Sixth and Walnut Streets
Philadelphia, Pennsylvania 19106
Environmental Protection Agency
Region VIII
1860 Lincoln Street
Suite 900
Denver, Colorado 80203
Environmental Protection Agency
Region IV
345 Courtland Street, N.E.
Atlanta, Georgia 30308
Environmental Protection Agency-
Region IX
100 California Street
San Francisco, California 94111
Environmental Protection Agency
Region V
230 South Dearborn Street
Chicago, Illinois 60604
Environmental Protection Agency
Region X
1200 Sixth Avenue
Seattle, Washington 98101
                                   0-1
                                   *U.S. Government Printing Office: 1977-778-554/122 Regions

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