United States         Office of           Information Management
 Environmental Protection    Information          and Services
 Agency           Resources Management     Division -
2190 -  Privacy Act
           Manual

           1986  Edition

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                                                                         219tr
PRIVACY ACT MANUAL                                                       1/28/86
                           CONTENTS OF CHAPTERS

CHAPTER                                                                 CHAPTER
TITLES                                                                  NUMBERS

POLICY AND RESPONSIBILITIES	   1
PROCEDURES FOR CREATING, ALTERING, OR TERMINATING
   A SYSTEM OF RECORDS	   2
ACCESS AND AMENDMENT	   3
PHYSICAL SAFEGUARDS	   4

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 PRIVACY ACT MANUAL                                                          V28/86



                    CHAPTER 1 - POLICY AND RESPONSIBILITIES

                               Table of Contents

 PARAGRAPH                                                              T>»T»»^B»T«
  TITLES                                                                PARAGRAPH
  TITLES                                                                NUMBERS   .
 Purpose	                                            .
 Policy	.*.'.'.'.*.*	"	     j
 scope	!!!!!!!!!!!!!!!!!!!!!!!!!	     3
 Definitions	!!!!!!!!!!!!!!	"     &
 Legal Authority and Administrative Guidelines!!!!!!!!!	•••••••
 Basic Requirements of the Privacy Act		     g
 Responsibilities	            	     !!
 Penalties	!!!!!!!!!!!!	     a
 Existing Privacy Systems	!!!!!!!!!!!!!!!!!!!	     9
 Other Pertinent  EPA Directives...	!!!!!!!!!!!!!!!!!!!!!!!!   10

 FIGURE                                                                  oror™,
 TITLES                                                                   PIGURE
                                                                         NUMBERS

 Definitions Applicable to the Privacy Act	   1_1
Exceptions to the Privacy Act Prohibition Against  Disclosure!!	   1-2
EPA Systems of tecords	.-	m	   A f

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 PRIVACY ACT MANUAL                                                        1/28/86

           EXCEPTIONS TO THE PRIVACY ACT PROHIBITION AGAINST DISCLOSURE


 (See Chapter 1,  paragraph 6g).

 1.   Internal Disclosures.  The  System Manager may make disclosures to officers
 and employees of the Agency who have a need for the record in the performance of
 their duties as  determined by the System Manager.  In some limited circumstances,
 disclosures to EPA contractors  may be considered internal disclosures.  Employees
 should consult with the Office  of General Counsel if they have questions in
 this area.

 2.   Disclosures  Under the Freedom of Information Act.  Disclosures may be made
 when required by the Freedom of Information Act if there is a written Freedom of
 Information Act  request.   However,  when the Freedom of Information Act does not
 require disclosure,  but merely  permits disclosure at the Agency's discretion, the
 Privacy Act disclosure prohibition is applicable.

 3.   Routine Use.   Disclosures may be made for a routine use as described and
 published in the Federal  Register notice describing the System of Records.

 4.   Bureau  of the Census.   Disclosures may be made to the Bureau of the Census
 for  purpose of planning or carrying out a census or survey or related activity.

 5.   Statistical  Research/Reporting.   Disclosures may be made to a recipient who
 has  provided the  Agency with  advance adequate written assurance that the record
 will  be  used solely  as a  statistical research or reporting record, and that the
 record  is to be  transferred  in  a  form that is not individually identifiable.

 6.   Preservation  of  Records.  Disclosure may be made to the National Archives of
 the  United  States of  a record which has sufficient historical or other value to
 warrant  its  continued  preservation  by the United States Government, or for eval-
 uation  by the National Archives and  Records Administration to determine whether
 the  record  has such value.

 7.   Civil or Criminal  Law  Enforcement.   Disclosures may be made to another agency
 or to an instrumentality of any governmental  jurisdiction within or under the
 control of  the United  States  for  a civil  or criminal law enforcement activity if
 the activity  is authorized by law, and  if the head of the agency or instrumentality
 has made a written request to the Agency specifying the particular portion of a
 record desired and the  law enforcement  activity for which the record is sought.

 8.  Health or Safety.   Disclosures may  be made  pursuant to a  showing of compelling
circumstances affecting the health or safety  of individuals if upon such disclosure
notification is transmitted to the last  known address of such individual.
                              Figure 1-2/page 1

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PRIVACY ACT MANUAL                                                        1/28/86


9.  Congressional  Disclosures.   Disclosures may be made to either House of Congress,
or, to  the  extent  of matter  within  its  jurisdiction, any connittee or subcomiittee
thereof, any joint conmittee of  Congress or subconnittee of any such joint cormtittee.
This exception does not  apply to disclosures  to individual members of Congress with-
out consent of the individual.

10.  General  Accounting  Office.  Disclosures  may be made to the General Accounting
Office  for  the purpose of carrying  out  the duties of that office.

11-  Court  Order.  Disclosures may  be made pursuant to the order of a court of
competent jurisdiction.

12.  Debt Collection.  Disclosure may be made to a consumer reporting agency in
accordance  with Section  3(d) of  the Federal Claims Collection Act of 1966 (31
U.S.C.  3701(a)(3)).
                              Figure  1-2/page  2

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PRIVACY ACT MANUAL
                                                                        2190
                                                                        1/28/86
                           EPA SYSTEMS OF RECORDS
Following is a list of EPA documented Systems of

System No. and Name

EPA-1  -  Payroll System

EPA-2  -  Personnel Records


EPA-3  -  Health Unit & Stress  Lab Med  Records

EPA-4  -  Inspection Reports

EPA-5  -  Personnel Security  File

EPA-6  -  Security Computer Program  System

EPA-7  -  Travel Voucher, Advance Cards &
          Payee File System

EPA-8  -  Confidential  Statement of  Employment
          &  Financial  Interest

EP^_9  _  Freedom of  Information Act File

      •


EPA-10 -  Parking Control  File


EPA-11 -  Terminated

EPA-12 -  Terminated

EPA-13 -  Time Accounting  Information System


 EPA-14 -   Enforcement Case Support Expert
           Resources Inventory System
Records:

Office

Payroll Accounts Office

Personnel Management Div.;
  Local Personnel Officers

Personnel Management Div.

Office of Inspector General

Office of Inspector General

Office of Inspector General

Financial Management  Div.


Office of General  Counsel
 Freedom of Information Offices;
   Grants,  Contracts and General
   Admin. Div.,  OGC

 Facilities & Support Services
   Div.
 Program Support Division,
   Office of Pesticide Programs

 Technical Support Branch,
   Off. of Waste Prog. Enforcement
                                    Figure 1-3/page  1

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PRIVACY ACT MANUAL                                                         1/28/86


                      CHAPTER 2 - PROCEDURES FOR CREATING,
                  ALTERING, OR TERMINATING A SYSTEM OF  RECORDS

                               Table of Contents

PARAGRAPH                                                              PARAGRAPH
 TITLES                                                                 NUMBERS

Purpose	      1
Responsibility	      2
New System of Records	      3
Significant Alteration of a System of Records	      4
Documentation of New System or Significant Alteration of
   Existing System	      5
Requests for Waiver of OMB's Sixty Day Advance Notice Period	      6
Minor Alterations to System of Records	      7
Termination of System of Records	      8

FIGURE                                                                   FIGURE
TITLES                                                                   NUMBERS

Documentation Instructions—New System and Major Alterations	   2-1
Documentation Instructions—Termination of System	   2-2

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 PRIVACY ACT MANUAL                                                           1/28/86


      DOCUMENTATION  INSTRUCTIONS' — NEW SYSTEMS AND MAJOR ALTERATIONS

 Note:  Complete documentation,  consisting of both paper copy and  floppy
        disk, must  be sent to the Chief, Information Management Branch
        (PM-211-D),  Information Management and Services Division, U.S.
        Environmental Protection Agency, Washington, D.C.  20460.

 1.   Federal Register Notice.  The Federal Register notice must be prepared  in
 accordance with the Federal Register Document Drafting Handbook and include the
 signature element of the Assistant Administrator for Administration and  Resources
 Management.  The following must be included in the notice:

     a.  System Name.  Provide the name of the System of Records.

     b.  Security Classification.  Identify the security classification of the
 System of Records.   (Primarily  for use by the Defense Department.)  If there is no
 such classification, enter "none".

     c.  System Location.  Specify each address at which the System is maintained.
 Include'Headguarters and field  locations and the address of contractors, if any,
 who may maintain the System for EPA.  If there are many locations, the list may
 be added as an appendix.

    d.  Categories of Individuals in System.  Describe the categories of indi-
 viduals on whom records are maintained in sufficient detail to enable individuals
 to determine if there is information on them in the System.

    e.  Categories of Records in System.  Give a brief description of all of
 the  types of information in the System.  For example, medical history, employment
 history.

     f.  Authority for Maintenance of System.  Cite the specific statute(s)
 and/or Executive order(s) which authorize EPA to maintain the System.

    g.  Purpose(_s).  State the  reason(s) for creating the System and what the
 System is designed to accomplish.

    h.  Routine Uses of Records Maintained in the System Including Categories of
 Users and Purpose of Such Use.  Describe each routine use which will be made of
 the records, including the categories of users and the purpose of each use.

    i.  Policies and Practices  for Storing, Retrieving, Accessing, Retaining,
and Disposing of Records in the System.

        Storage.  List all media in which records in the System are maintained
        (file folders, magnetic tape, microform, etc.).  Briefly describe how
        each median is stored.
                                Figure 2-1/page 1

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PRIVACY ACT MANUAL                                                       1/28/86

         Retrievability.   Describe how the records are indexed and retrieved.

         Safeguards.   Describe your security policies and the procedures taken
         to prevent unauthorized disclosure of the records.   Include the categories
         of EPA employees to whom access will be limited.

         Retention and Disposal.  Indicate how long the EPA  retains the records
         in identifiable  form.  If the records are covered by a Records Control
         Schedule, so state.

     j.   System Manager and  Address.   Give the title and complete business
address of the person responsible for the records.  A contractor, consultant,
or anyone  other than an  EPA employee may not be designated  as a System Manager.

     k.   Notification Procedure.  Provide the procedural information necessary
for  an  individual to find out whether or not there are records about him/her  in
the  System.   Provide the complete address of the System Manager to which requests
for  notification may be  presented.  Do not include telephone numbers.

     1.   Record Access Procedures.  Provide the procedural information necessary
for  an  individual to gain access to records about him/herself.  Give name and
address of the System Manager whom the individuals should contact if they want to
gain access  to any record about themselves in the System.

     m.   Contesting Records  Procedures.  Provide procedures  for an individual to
contest the  accuracy,  relevancy, completeness and timeliness of records about
him/herself.   Give name  and address  of the System Manager to be contacted.

     n.   Record Source Categories.  Describe the sources from which the informa-
tion in the  System is obtained.  Sources include, but are not limited to, the
individual on whan the records are maintained,  previous and current exployees,
other agencies,  etc.

     o.   Systems  Exempted from Certain Provisions of the Act.  Under limited
circumstances,  the Privacy  Act permits agencies to exempt a System of Records
from compliance  with certain provisions of the Act (see Chapter 3, par.  3 and
Figure  3-1).   Identify the  Privacy Act exemption(s),  by subsection of the Act,
applicable to the System; the provisions of the Act being exempted and a brief
statement  of  the reason  for invoking the exemption.   Cite the Federal Register
issue and  page number where the proposed rule creating the  exemption was published.
If no exemptions are applicable, enter "none".

(NOTE:  Attach a completed  and signed Federal Register Typesetting Reguest,
EPA  Form 2340-15,  to the Federal Register notice.  This form is available
through normal supply channels).

2.   Narrative  Report  for OMB.   This  report,  normally not more than two pages,  must:

     a.  Describe  the  purpose of the System of Records.

     b.  Identify  the  authority under which the System of Records is to be
maintained.
                            Figure 2-1/page  2

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PRIVACY ACT MANUAL                                                        1/28/86


    b.  Compelling circumstances for which a waiver request would be in the
public interest include the following examples:  (1) the health and safety of
individuals are at serious risk, (2) the statute or Executive order authorizing
the program provides a specific date for compliance,  (3) there would be serious
harm to a class of beneficiaries who are proposed to  be included in the System.

7.  MINOR ALTERATIONS TO SYSTEM OF RECORDS.  Alterations that do not meet the
criteria of par. 4 above for significantly altered System of Records require
only the publication in the Federal Register of a revised notice.  The thirty-
day public comment period and sixty-day advance notice to OMB are not required.
A draft notice is to be sent to the Chief, Information Management Branch, IMSD.

8.  TERMINATION OF SYSTEM OF RECORDS.  A System of Records is considered to be
terminated whenever the information is no longer accessed by individuals' names
or other identifiers, or whenever it is consolidated  with another System of
Records.  Terminating a System may involve the physical destruction of records;
it may involve purging the System of individual identifiers and maintaining the
data in another form, such as statistical data; and it may involve altering the
manner in which the records are accessed so that records are no longer accessed
by the name of the subject individuals or other personal identifiers.  Because
records retired to a Federal Records Center (FRC) are still under the control
of EPA, the act of retiring an inactive System to the FRC does not in itself
constitute termination of that System.  See Figure 2-2 for documentation guide-
lines.
                                     2-3

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PRIVACY ACT MANUAL                                                      1/28/86


     c.   Ctescribe  briefly the steps  the Agency has  taken  to minimize  the risk
of unauthorized  access  to the System,  and  the  higher  or lower  risk  alternatives
which the Agency considered.

3-  Privacy Act  Statement.  This  statement must be  in writing  and must  inform
the individual of  the authority for  collecting the  information, the purpose
for which the information is  being collected on him/her and the routine  uses
which will be made of the information.   The statement must also state whether
furnishing information  is voluntary  or mandatory and  explain what the conse-
guences will be  if an individual  does not  agree to  furnish the information.
                              Figure 2-1/page 3

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Sample Federal  Register  Notice  -

         New  System


    ENVIRONMENTAL PROTECTION
    AGENCY-

    tOA-FRL-275a-2)

    Privacy Act of 1974; Proposed New
    System of Records

    AGENCY: Environmental Protection
    Agency.
    ACTION: Privacy Act of 1974. Proposed
    new system of records.	

    SUMMARY: As required by law (5 L'.S.C.
    552a) the U.S. Environmental Protection
    Agency is publishing for comment a new
    system of records that it is proposing lo
    maintain. The proposed system is
    "Enforcement Case Support Expert
    Resources Inventory System." Agency
    enforcement personnel will use the
    records to aid in the identification and
    selection of individuals with appropriate
    expertise and qualifications to serve
    either as expert consultants or as expert
    witnesses in  connection with hazardous
     waste enforcement cases and in
     maintaining a record of use of expert on
     enforcement  cases.
     EFFECTIVE DATE: This system shall
     become effective as proposed, without
     further notice thirty days after
     publication unless comments are
     received which would result in contrary
     determination.
     FOR FURTHER INFORMATION CONTACT
     Mike Kosakowski. Chief. TechnicaJ
     Support Branch. Office of Waste
     I'.-ograms Enforcfc:r.cr.! (WH-527). U.S.
     Environmental Protection Agency. 401  M
     Street, S.W., Washington. D.C 20460.
     Telephone: 202-382-5611.
     Howard M. Mesaner.
     Assistant Adnir.istrctor for Administration
     ctr.d Resources Management-

      EPA-15

      SYSTEM NAME:
        Enforcement Case Support Expert
      Resources Inventory System—EPA-14.

      SECURITY CLASSIFICATION:
        None.

      SYSTEM LOCATION:
        Office of Waste Programs
      Enforcement (WH-527). U.S.
      Environmental Protection Agency. 401 M
      Street. SW.. Washington. D.C. 20460.

      CATEGORIES OF INDIVIDUAL IN SYSTO*
         Individuals included in the system are
      experts in scientific and technical fields
                                   2190
                                   1/28/86
who KJVK appropriiite expertise und
sses^m
connection with hazardous waste
enforcement cases and who have n^r-ed
to be included in the s;. stem.   .

CAT!GOBIES Of RECORDS iH SYSTEM:
   Basic input to the system is selected
information from a professional resjrr.e
;ind supporting documents supplied by
the individual which contain such u-ita
as name, cur.uct poir.rs js-.d telephone
numbers, educational br.tKground.
disciplines, specialty areas, specific
 subject knowledge, research ir.teros.s.
 specific chemical knowledge.
 membership in technical societies and
 working groups, awards and honors,
 consulting experience, background in
 litigation, professional his'ory (with
 periods of employment titles, narr.es of
 employers, positions held, descriptions
 of work), and similar information.
 Certain of the information is entered in
 summary form. Other input into the
 system consists of records pertaining to
 U S  EPA's proposed and actual use of
  the individual as an expert consultant or
  an expert witness for enforcement
  cases.
  AUTHORITY FOB MAINTENANCE Of SYSTEM:
    42 U.S.C. 9604. 9609. 9607
  (Enforcement authority under
  Comprehensive Environmental
  Response. Compensation and Liability
   Act)
    42 U.S.C. 9628. 9673 (Enforcement
   authority under Resource Conservation
   and Recovery Act)

   PURPOSE(S):
    EPA enforcement personnel will use
   the records to aid in  the ide;.t-fi«:ation
   and selection of potential expert
   consultants and expert witnesses for
   hazardous waste enforcement cases and
   in maintaining a record of use experts
   on cases.
   HOUT1NE USES OF RECORDS MA.HTAINHO IN
   THl SVST6M INCLUWNO CATEGORIES Of USERS
    AND WRJKJSE3 OF SVC* USE
     1. Records of individuals will be
    disclosed on a case-by-case basis to the
    U.S. Department of  Justice P-J.S. DO])
    attorneys who are members of the
    negotiation/litigation team for the
    purpose of enabling their participation
    in the case and permitting their
    assistance in the selection of expert
    consultants and expert witnesses.
      2. Records of individuals in the system
    will bu disclosed on a case-by-case
    basis to other scientific and technical
    experts used by the U.S. EPA to
    familiarize them with experts for use on
    Ihe case or to obtain their assistance in
                                 9-1 /r,

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                                                                                      2190
                                                                                      1/28/86
 ic-:r,:ify:r:y possible exjier! r..ir.si.!; :"' =
 ?r.d evpi.-rt witnesses.
   3. R-.coi J;; in the sys!.;::i .-r.-r. ';•:
 disclosed lo OVV!'£ enforce"'*."!!
 conlrcrton- for the purpo;p of
 subcontracting e.vperii i'loniif.'.-::  .r. ;he
 systnrr. nr.d for the purpose of updating
 or otherwise refining records in the
 systerr.. Dy the terms of their contract.
 enforc.er;-.°nt contractors are required to
 maintjin the information in confi-jL.T."<;
 and in acco.-Jance with the
 T^'.;'C:;•-. — "-(s of the P:iv,i"y Ac '..
   4. Records in the svste.i: .-v.u} be
 disclosed to the U.S. DOJ when reldtr.i
 to litigjtion or anticipa'ed litigation
 imokir.g the iccords or the subject
 mat'er of the records.
   5. A'so see Prefatory Si.t'.'-rruT.t of
 General Routine Uses! -11 FR WW
 (September 15. 1976).

 POLICIES AND PRACTICES FOR  STORING,
 fiETftlCVIMS, ACCESSING, Rf TAINIHC ANO
 DISPOSING OF RECORDS IN THE SVSTEM:
 STORAGE:
  Various portions of the system are
 maintained on computer disks, word-
 processor disks, and in hard-copy files.

 RETfllEVABILrrV:
  Information is retrieved  from the
 computer database and word-processor
 format by addressing selected data
 items in the system which  cross-
 reference to an individual's name. The
 n.".me is '.isrri to rr.ar.ually access
 materials in alphabetized hard-copy
 files.

 SAFEGUARDS:
  Only  authorized individuals have
 access to the system and it is
 maintained under a c!assii't:..:)|:iin of
 "Er.i'.ircL'rr.enl Confl-J-.'P.sifll." J'.;-rorJs cr.
 the computer disks are protected from
 access ky a unique identification code.
 Hard-copy files and word-processor
 disks, when not in use or in the
 possession of an authorized inc'.vidujl.
 are m;!in!.lined in a locked cabinet. Eoth
 the compu'.sr and cabinet are in rooms
 protected by door locks in  a b'.iiMing
 with restricted access.

 RETENTION AND DISPOSAL."
  Records are maintained  ar.d
 periodically updated until individuals
 identified in the system request that
 their own record be dclclnd. Other
 reasons for deletion will be Jt the
discretion of the E\p-.v: Resij.'.-x.js
coordinator and the System M.inagor.

SYSTEM MANACCR{S) AND ADDRESS:
  Chief. Technical Support r.r.i-i h.
Office of \Vsste Pi.'grarr-.s Fn'ort err.e.".t
(WH-527). U.S. Environmental
        '.-: A.yrcy. -JOT M Strn^t. S\V..
            ""
NOTIFICATION PROCEDURES:
   Ip.^uirics should be addressed to l'".e
S\ stem M;:n.iyer. Additional
ip.fo;rr.j;ior. .ind requ'iements will be
pro1, ideci.

RECORD ACCESS PROCEDURES:
  Ir:L]u:rit>s should be addressed '-.-•> the
Systorr. Mar..iger. Additional
inforrr:Jtinn ;;rid requirements will b>>
pro\ idcd.

CONTESTING RECORDS PROCEDURES:
  Inquiries should be addressed to !hi>
System Manager. The record and the
specific information being contested
should be identified. The corrects, e
action souyht and supporting
justification for the correction sho-jrJ be
provided by the individual. Additional
information and requirements will be
provided as necessary.

RECORD SOUACC CATEGORIES:
  1. Records furnished by individuals
identified in the system. Information
may be entered into the system in
interpretive and summary form.
  2. Records developed  by U.S. EPA
personnel centering the proposed and
actual use of expert consultants and
expert witnesses.

SYSTEMS EXEMPTED FROM CERTAIN
PROVISIONS Of THE ACT
  None.
                           Figure  2-1/page 5

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                DOCUMENTIATION INSTRUCTIONS — TERMINATION OF SYSTEM

Note:  Documentation, consisting of both paper copy and floppy disk, must be
       sent to the Chief, Information Management Branch (PM-211-D),  Informa-
       tion Management and Services Division, U.S. Environmental Protection
       Agency, Washington, D.C. 20460.

Whenever one of the conditions in Chapter 2, par. 8, occur, actual termination
of a System of Records is accomplished, and a Federal Register notice  is required.
A draft Federal Register notice must be sent to the Chief,  Information Management
Branch, IMSD.  The notice must describe the following:

     1.  System name.

     2.  Original Federal Register publication citation (volume, page  number,
and date of publication).

     3.  Reason for termination.

     4.  Disposition of records.

(See Figure 2-2/page 2 for sample termination notice).
                               Figure 2-2/page 1

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                                                                2190
                                                                1/28/86
Sample  Federal Register  Notice -

          Termination
            Privacy Act of 1974, Notification of
            Deletion of System of Record*

            SUMMARY: The Environmental Protection
            Agency is deleting a system of records.
            Statements of Known Financial Interests
            (EPA-12). that is no longer in use.
            DATE Effective July 29.1885.
            KM FURTHER INFORMATION CONTACT:
            Mr. Donnell Nantkes, Grants, Contracts.
            and General Law Division. Office of
            General Counsel (LE-132G).
            Washington. D.C. 20460, telephone (202)
            382-4550.
            sumimcNTAMV INFORMATION: On
            September 8.1978, and pursuant to the
            provisions of the Privacy Act of 1974.
            there was published in the Federal
            Register (43 FR 40057) a notice of the
            system  of records. Statements of Known
            Financial Interests (EPA-12). Section
            207(c) of the Ethics in Government Act
            (Pub. L 95-521) superseded the

            requirement for this report. Accordingly.
            this notice formally deletes this system
            of records.
              Dated: July 22. 1985.
            Seymour D. Greenstone.
            Acting Assistant Administrator for
            Administration and Resources Management,
      Figure  2-2/page 2

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                       CHAPTER 3  - ACCESS AND AMENDMENT

                              Table of Contents

PARAGRAPH                                                              PARAGRAPH
 TITLES                                                                 NUMBERS

Purpose	    1
Responsibility	    2
Exemptions	    3
Handling Requests  for Access	    4
Handling Requests  for Correction or Amendment	    5
Classifying and Reclassifying Privacy Act Records	    6

FIGURE                                                                  FIGURE
TITLES                                                                  NUMBERS

Exempted Records	  3-1

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                          CHAPTER 3—ACCESS  AND AMENDMENT


 1.   PURPOSE.   The  purpose of  this Chapter  is  to describe procedures  and responsi-
 bilities for responding  to a  request to  access or  amend  information  in a System of
 Records.

 2. '  RESPONSIBILITY.   System Managers are responsible  for making  initial decisions
 whether to  release,  amend or  correct an  individual's  records,  and  whether to extend
 the  date for mailing initial  determinations under  the Privacy  Act.

 3.   EXEMPTIONS.  The Agency may  exempt some Systems of Records from  certain
 Privacy Act requirements, including  the  requirements  that an individual be granted
 access  to and be permitted to amend  records pertaining to him/her.   The exemption
 must be established  by formal rulemaking procedures,  a Federal Register notice and
 an opportunity for public comment.   These exemptions  primarily involve records
 gathered in the course of investigations.   A  listing  of  the kinds  of records which
 may  be  exempted by EPA from compliance with access provisions  of the Privacy Act is
 found in Figure 3-1.

 4.   HANDLING REQUESTS FOR ACCESS.

     a.   Receipt and  Acknowledgement.

         (1)   An individual who wishes to know if any  System of Records maintained
 by EPA  contains information pertaining to him/her  or  wishes to request access to
 the  record, must submit  a written  Privacy Act request to the System  Manager.  The
 request  must  include  sufficient  data to  allow verification of  his/her identity.
 If the  situation warrants it, the  System Manager may  require the individual to submit
 a signed  and  notarized statement indicating that he/she  is the individual to whom the
 records  pertain and  that  the  individual  understands that it is a misdemeanor punish-
 able by  a fine up  to  $5,000 to knowingly and  willfully seek or obtain records about
 another  individual under  false pretenses.

        (2)  Privacy Act  requests will be date stamped and logged in  as "Privacy
 Act  requests" by the  System Manager.

        (3)  Privacy Act  requests must be acknowledged by the System  Manager
 within  ten working days of receipt.   Whenever practicable, the acknowledgement
must indicate whether access  will  be  granted.  If  access is granted, it should be
 provided within thirty working days  of the  date the request was  received in the
Agency.

        (4)  If the System Manager  is  unable to meet the  thirty working day deadline,
he/she will inform the individual  stating reasons  for the delay  and  an estimate
of when access will be granted.

    b.  Means of Access.  An  individual may inspect the  records  at the System
location during specified business hours determined by the System  Manager or
 request that a copy be mailed.
                                     3-1

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PRIVACY ACT MANUAL                                                      1/28/86

     c.  Granting  Access  to Records.   If  access  is qranted,  it should be provided
within  thirty  working  days of the date the  request was  received.  The individual
must be  notified of  the decision and  informed of the  following:

          (1)   If inspection rather than mailing  copies  is  requested:

               (a)  Where  the records  may  be inspected,

               (b)  The earliest date  (generally  no more than thirty working days
from date received)  the records may be inspected and  the times the records will
remain open for inspection, and

               (c)  In  the case of an  individual  who requests that he/she be accom-
panied by another  person  during a personal  inspection of records, that he/she may
be so accompanied  if he/she submits a written statement authorizing disclosure in
the presence of the other person.

          (2)   If the individual wishes copies sent by mail,  the estimated date
(generally  no  more than thirty working days from the  date  first received by the
System Manager) that the  record and estimate of  fees, if any, will be mailed.

    d.   Access to  Medical Records. When  the EPA receives  a  request from an
individual  for access  to  or a copy of his/her medical record, the System Manager
must provide the record unless the System Manager has determined that disclosure
will be  harmful to the individual. If such determination  is made, the System
Manager  must offer to  send the records to a physician designated by the individual.

    e.   Fees.  There is no charge to  the  individual for the  first copy of a
record or portion  of a record on that individual.  Charge  for reproducing additional
copies  (paper  copy of  paper original)  is  twenty  cents per  page.  Reproducing photo-
graphs,  micoforms, magnetic tape, etc., is  at actual  cost  to EPA.  Fees can only
be charged  for copies.  The cost of searching for and reviewing records is
excluded.

    f.   Procedures for Denying Access. If  the System Manager determines that all
or part  of  the requested  records will  not be provided,  he/she must send a denial
letter that  includes the  following:

         (1)   Reason for  denial of access,  including  any Privacy Act exemption
relied upon to deny access and the citation in 40 CFR 16 which contains the
published exemption.

         (2)   A statement that the individual has the right  to appeal the denial
by writing  to  the  EPA  Privacy Appeals  Officer (General  Counsel)(LE-130), U.S.
Environmental  Protection  Agency,  Washington, D.C.  20460.
                                       3-2

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&EPA TRANSMITTAL
CLASSIFICATION NO.:   2190


APPROVAL DATE:     1/28/86
AOORI EE
                           PRIVACY ACT MANUAL
    1.   PURPOSE.   Tnis  T>:an snittal issues a new EPA Privacy Act
    Manual.

    2.   EXPLANATION.  This  Manual establishes policies and
    proceduresfor protecting the privacy of individuals who are
    identified  in the Environmental Protection Agency informa-
    tion systems.

    3.   FILING  INSTRUCTIONS.  Post receipt of Transmittal on
    Checklist in  front  of Manual and file the attached in a
    three-ring  binder.
                                         Jirecytor
                          Manag'ement and Organization Division
ORIGINATOR:   information Management and Services Division/Office
           of  Information Resources Management
EPA Form 131&-1i (Ri~. 7-S3) REPLACES EPA FORMS 1315-1A AND THE PREVIOUS EDITION OF 1315-12.

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  PRIVACY ACT MANUAL                                                           1/28/86


      q.  Procedures on Appeal  from  Initial  Denial  for Access.

           (1)   The Privacy Appeals Officer must make  an  appeal determination within
  ten working days of receipt of the  appeal.

           (2)   If on administrative  appeal,  the initial  denial is  not  upheld, the
  Privacy Appeals Officer will inform the  individual in writing that  the  requested
  records will be forthcoming.

           (3)   If the  initial denial  is supported in  whole or part,  the  Privacy
  Appeals Officer must  notify the individual  in writing of  (1) the  decision  to
  uphold the  initial denial and  (2) the provision for  judicial review under  section
  552a(q)(l)  of  the Privacy Act.

  5.  HANDLING REQUESTS FOR CORRECTION OR AMENDMENT.

     a.  An  individual may request correction or amendment of any  record pertaininq
  to him/her  in  a System of Records maintained by EPA  by  submitting,  in writinq,
  the following:

         (1) The name  of the individual making the  request.

         (2) The name  of the System,  as described in  the Federal Register,  if
  known.

         (3) A  description of the correction or amendment requested.

         (4) Any additional information as specified  in  the Federal  Register
notice or by the System Manaqer  at the time  the request  is received.

     b.  Within ten working days of  receiving a request, the System  Manager must
acknowledge  the request.  Within thirty working days, he/she must  take one  of the
following actions:

         (1)  Make the correction, deletion, or addition; advise the individual of
the determination to do so; notify prior recipients outside EPA of the amendment
in accordance with the accounting requirements of the Privacy Act  and  make  a notation
of the occurrence and  substance of the correction/amendment in the accountinq (see
Chap. 1, par 6h); or

         (2)  Inform the individual  that the request  is  denied, the  reason  for
denial, and  that he/she can appeal in writinq to the Privacy Appeals Officer
(General Counsel).  (See par 5d).
                                        3-3

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       c.  If the System Manager is unable to comply with par. 5b 1 and 2,  above/
  within thirty working days of receipt of the request, he/she will inform  the
  individual of that fact, the reasons for the delay and provide an estimate of
  when a determination will be reached.

      d.  Procedures on Appeal from Initial Denial for Amendment.

          (1)  If, on administrative appeal, the initial denial is reversed, the
  Privacy Appeals Officer shall inforn the individual and System Manager in
  writing that the record or a portion of the record will be amended.   The  System
  Manager shall make such amendment, notify prior recipients of the record  outside
  EPA of the amendment in accordance with the accounting requirements  of the Privacy
  Act, and make a notation of the occurrence and substance of the amendment in the
  accounting.  (See Chap. 1, par 6h.)

          (2)  If the denial is upheld in whole or in part, the Privacy Appeals
  Officer will inform the individual:

               (a)  Of the determination and its basis.

               (b)  Of the individual's right to file a concise statement of reasons
 for  disagreeing with EPA's position and the procedures for doing so.

               (c)  That such statement of disagreement will be made available with
 any  later disclosures of the record, together with EPA's statement, if any,
 summarizing  its refusal, to amend the record.

               (d)  That prior recipients of the disputed record will  be provided
 with the  statement described in par. 5d(2)(c) above.  (The statement  must  be
 provided  to  prior recipients only where an accounting of disclosures  is required
 to be maintained by section 552a(e)(3)  of the Act.)

               (e)  Of his/her right to seek judicial review under Section  552a(g)
 of the  Privacy  Act.

         (3)  The Privacy Appeals Officer will make a final determination on appeals
 for  correction  or amendment not later than thirty working days from the date on
 which the  individual  requests the review,  unless,  for good cause,  he/she extends
 the  period and  notifies the individual.   This extension should be utilized only
 in exceptional  circumstances.

 6.   CLASSIFYING AND RECLASSIFYING PRIVACY ACT RECORDS.   No document or record may
 be classified or reclassified as national  security information under  Executive
order 12356, National  Security Information,  once  a request for the document under
 the Privacy Act  has been received unless specifically authorized by the Administrator.
                                        3-4

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     PRIVACY ACT MANUAL                                                      1/28/86


                                     EXEMPTED RECORDS

     (See  Chapter 3,  paragraph  3).

     1.  General Exemptions.  Section 552a(j)  of  the Privacy Act  permits  an  agency  to
     exempt  a System  of Records from  compliance with certain provisions of the Act  if
     the information  is maintained  by a  component of the  Aqency whose principal  func-
     tion  is criminal law enforcement and  if  the  information consists of  (a)  information
     compiled for the purpose of  identifying  alleged offenders,  (b)  criminal  investi-
     gative  information including reports  of  informants and investigators, and is
     associated  with  identifiable individuals, or (c)  reports  identifiable to an indi-
     vidual  compiled  at any stage of  the process  of enforcement of the criminal  laws.

        a.   EPA Privacy Act systems  which meet the requirement of §552a(j) may  be
     exempted from several Privacy  Act requirements, including the requirement that:

               (1)  The accounting  of prior disclosures be made available to  the indi-
     vidual  to whom the record  pertains  (§552a(c)(3))

               (2)  Prior recipients  of  a  record  in the System be informed of any correc-
     tion  or notation of dispute  with respect  to  the record (§552a(c)(4))

               (3)  The Agency  maintain  in its Systems of Records information relevant and -
     necessary to accomplish an Agency purpose (§552a(e)(1))

               (4)  The Agency  collect information, to the greatest  extent practicable,
     from  the individual  to whom  the  record pertains (§552a(e)(2))

               (5)  The Agency  furnish the individual  to  whom  the record  pertains a
     written Privacy  Act  statement  at the  time information  is  collected from  the individual
     (§552a(e)(3))

     2.  Specific Exemptions.   Section 552a(k) of  the  Privacy  Act also permits an
     agency  to exempt  a System  of Records  from compliance with certain provisions of
     the Act  if  the information (a) relates to national defense or foreign policy and
     is properly classified, (b)  is investigatory  and  compiled for law enforcement
     purposes, other  than material  covered by the  general exemptions, (c) pertains  to
     protection  of  the  President, (d)  is required  by statute to be maintained and used
     as a statistical  record only,  (e) is  investigatory and used  for employee or
     contractor  suitability determinations, (f) is Federal service exam or test  materials,
     or (g)  is armed  services promotion evaluation materials.

        a.   EPA Privacy  Systems which meet the requirement of §552a(k) may be exempted
     from several Privacy Act requirements, including  the requirement that:

             (1)  The accounting of prior  disclosures  be  made  available to the individual
o whom the record pertains ($552a(c)(3))
                                  Figure 3-1/page 1

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 PRIVACY ACT MANUAL
 their record's u£°
relevant
uals to access i
                                          219.Q

                                          1/28/86






             a°C—  tO  thelr  records *"d  •—
                   °f te°°rtS "^ "fonnation
      an Agency purpose (§552a(e) (1) )
                                the
                      .*es not authorize Individ-
Figure 3-1/page 2

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                                                                           2190,
PRIVACY ACT MANUAL                                                         1/28/86


                    CHAPTER 4 - PHYSICAL SAFEGUARDS

                          Table of Contents

PARAGRAPH                                                             PARAGRAPH
 TITLES                                                                NUMBERS

Purpose	   1
Policy	   2
Protection of Privacy Act Records	   3
Transfer/Destruction of Privacy Act Records	   4

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PRIVACY ACT MANUAL                                                     1/28/86


                       CHAPTER 4—PHYSICAL SAFEGUARDS


1.  PURPOSE.  This Chapter prescribes policy and procedures regarding the
physical safeguards of information within EPA which has been identified as
being subject to the Privacy Act of 1974.

2.  POLICY.  It is EPA policy that all privacy information be safeguarded in
accordance with the requirements of the Privacy Act, the applicable Federal
Register notice for the System, the Security Volume, FSS Manual, Part III,
Chapter 13, and the procedures outlined in this Chapter.

3.  PROTECTION OF PRIVACY ACT RECORDS.

    a.  Handling.

        (1)  Only EPA employees who require access to Privacy Act records
in the performance of their official duties shall be permitted to review such
documents.

        (2)  Privacy Act records, while in use, shall be controlled at all
times and never left in an unattended office.

        (3)  Internal distribution within the Agency shall be by hand-
carrying or transmitted within a sealed envelope and the intended recipient
properly identified on the envelope.  In addition, the envelope should be
annotated "To be opened by addresssee only," or a similar notation.

    b.  Storage.  All Privacy Act records shall be stored as outlined in the
current Federal Register notice for that System of Records.  Guidelines for
storinq existina and future Systems, are outlined below:

        (1)  Within a keylocked cabinet within a keylocked room.

        (2)  When the office configuration does not permit a keylocked
room, the storage cabinet should have a bar and a three positioned changeable
combination padlock.

        (3)  Within a security cabinet with a built-in three positioned
changeable combination lock.

        (4)  Any other manner authorized by the Chief, General Services
Branch, Facilities and Support Services Division.
                                        4-1

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PRIVACY ACT MANUAL                                                         /0 _
                                                                      1/28/86



4.   TRANSFER/DESTRUCTION OF PRIVACY ACT RECORDS












       test™ction' "he" authorized by  EPA Schedules, must be by shreddina or

       T ?,    metha?  that makes  the data retrievable.  (The SecSltt^nd
               re available foc assistance concerning the proper
                               4-2

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PRIVACY ACT MANUAL                                                        1/28/86

                            DEFINITIONS APPLICABLE
                              TO THE PRIVACY ACT

The following definitions are applicable to this Manual:

1.  "Access" means availability of a record to a subject individual.

2.  "Agency" means the U.S. Environmental Protection Agency.

3.  "Disclosure" means the availability or release of a record to anyone other
than the subject individual.

4.  "Individual" means a citizen of the U.S. or an alien lawfully admitted for
permanent residence.  It does not include businesses or corporations and, in
certain circumstances, may not include sole proprietorships, partnerships, or
persons acting in a business capacity identified by the name of one or more persons.

5.  "Maintain" means to collect, use, or disseminate when used in connection
with the term "record"; and, to have control over or responsibility for a System
of Records when used in connection with the term "System of Records".

6.  "Personal identifier" is any individual number, symbol, or other identifying
designation assigned to an individual but not a name, number, symbol, or other
identifying designation that identifies a product, establishment, or action.

7.  "Record" means any collection or grouping of information about an indi-
vidual that is maintained by the Agency, including but not limited to the indi-
vidual's education, financial transactions, medical history, and criminal or
employment history and that contains his/her name, or an identifying number,
symbol, or other identifying particular assigned to the individual, such as a
finger or voice print or photograph.

8.  "Routine use" means, with respect to the disclosure of a record to a
person or agency other than EPA, the use of a record for a purpose which is
compatible with the purpose for which the record was collected.  It includes
disclosures required to be made by statute other than the Freedom of Informa-
tion Act, 5 U.S.C. 552.  It does not include other disclosures which are permitted
to be made without the consent of the subject individual pursuant to Section
552a(b) of the Privacy Act, such as disclosures to EPA employees who have
official need for the record, to the Bureau of the Census, to the General
Accounting Office or to the Congress.

9. "Subject individual" is the individual to whom a record pertains.

10. "System Manager" is the EPA employee designated as the responsible manager of a
System of Records.
                               Figure 1-1/paqe 1

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                                                                         2190
 PRIVACY ACT MANUAL                                                      1/28/86

 11.  "System of  Records"  means any group of records  under the  control  of  the
 Agency  from which information is retrieved by a personal identifier such as the
 name of the individual,  or a  number,  symbol,  or other  unique  identifier  assigned
 to the  individual.   Single Agency records  or  groups of records  which  are not
 retrieved by a  personal  identifier are  not part of  a System of  Records.   Uncir-
 culated personal  records maintained by  individual employees of  the  Agency which
 are prepared, maintained,  or  discarded  at  the discretion of the employee and
 which are not subject  to the  Federal  Records  Act, 44 U.S.C. 2901, do  not constitute
.a System of  Records; provided that such personal papers  are not used  by  the
 employee or  the Agency to  make any determination concerning the rights,  benefits,
 or privileges of  individuals,  and  are not  incorporated  into an  existing  System
 of Records.  A  System  of Records comes  under  the provisions of  the  Privacy Act.
                          Figure 1-I/page 2

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                                                                          2190
 PRIVACY ACT MANUAL                                                  •      1/28/86


                    CHATTER  1 - POLICY AND RESPONSIBILITIES


 1.  PURPOSE.  This Manual establishes policy and procedures  for protecting the
 privacy of individuals who are identified  in the Environmental Protection
 Agency's  information systems and  informs Agency employees and officials of
 their rights and responsibilities under the Privacy Act  (5 U.S.C.  552a).  It
 supplements the EPA regulations in Part 16, Title  40, Code of Federal Regula-
 tions (CFR).

 2.  POLICY.  The Agency will safeguard personal privacy  in its collection,
 maintenance, use, and dissemination of information about individuals and make
 such information available to the individual in accordance with the require-
 ments of  the Privacy Act.

 3.  SCOPE.  This Manual applies to any records under the control of the Agency
 from which information on a subject individual is  retrieved  by a personal
 identifier assigned to the individual.  The identifier may be the  name of the
 individual, a number, a symbol, or any other specific retriever assigned to
 such individual.  This Manual applies to such records maintained by the Agency
 in-house  or maintained by a contractor or  grantee  on behalf  of the Agency to
 accomplish an Agency function.

 4.  DEFINITIONS.  Definitions applicable to this Manual  are  located at Figure
 1-1, Definitions Applicable to the Privacy Act.

 5.  LEGAL AUTHORITY AND ADMINISTRATIVE GUIDELINES.  The  provisions of this
 Manual are based on these authorities:

    a.  The Privacy Act of 1974,  5 U.S.C.  552a, as amended.

    b.  OMB Circular No. A-108 (as amended), Responsibilities for  the Maintenance
of Records About Individuals by Federal Agencies.

    c.  OMB's Privacy Act Implementing Guidelines  published  at 40  Federal
 Register  28948 and at 49 Federal Register  12338.

    d.  EPA's Privacy Act Regulations published at 40 CFR Part 16.

 6.  BASIC REQUIREMENTS OF THE PRIVACY ACT.  The basic requirements of the
Privacy Act are summarized below:

    a.  At least sixty days prior to creation of a new System of Records or
significant alteration to an existing System, the Agency must submit documentation
to OMB and the Congress, and publish a notice of the System  in the Federal
Register.  (See Chapter 2 for details).
                                  1-1

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                                                                         2190
  PRIVACY ACT MANUAL                                                     1/28/86

     .b*  Bjch time the Aqency creates a new System of Records or requests that
  an individual provide his/her social security number, the System Manager must
  provide the individual with a written "privacy act statement."   The statement
  will  inform the individual of the legal authority for collecting the informa-
  tion;  whether disclosure of such information by the individual  is mandatory or
  voluntary;  the purpose for which the information is being collected and  the
  routine uses which  may be made of the information;  and the effect on the indi-
  vidual if the individual does not provide  the information.
 m,,ct-C^ T°T Ilhe.q5e^teSt 6Xtent  Practicable,  information about an  individual
 must be collected directly  from the  individual  if  the  information may be used
 to make decisions with respect  to  the  individual's rights, benefits, and privi-
 leges under Federal programs.                        '                    fnvi
m,,^d(L ^ information that  the ^ency collects and maintains about  individuals
must be relevant and necessary  to the accomplishment of the Agency's  purpose as
required by statute or Executive order.  The office concerned must establish
the relevancy of and need for the information, as well as the authority to
COXXS
         lt»


 ** J!'  ^ inf°rmation that is maintained in a System of Records must be kept

 to                   ' CUrrent' and COTPlete aS 1S P°SSible t0 aSSUre
                    ..         from a subject individual, must notify the
            that  it  is maintaining a record on him/her and must grant the indi-
           pSS  2 P6  re°?rd Unl6SS the **>** has Pushed a rule exempting the
       of  Records from this requirement.   In addition,  the Aqency must amend
such record upon request,  unless the Agency has published a rule exempting the
System from this requirement,  whenever the subject individual proves that  the
record is  not accurate,  relevant,  current, or complete.   If the Aqency does not
individ^?Sof >°r aTend,an individual's  record upon  request, it must inform the
individual of its refusal  to grant access to or amend such record and advise him/her
ot cne appeal rights.   (See Chapter 2 and 3 for details).                     nim/ner
          n        mUSt n0t disclose  information from records maintained in a
       , of . ^cord_s ' fc° anv Person or agency, except with the written consent of the
            °H  ^   6 reC^ pertains'  T**™ are, however, twelve exceptions
             disclosures without consent of the individual.  They are listed in
               5°^.disclosures to EPA officials and employees with an official
     £°_know and disclosures required to be made under the Freedom of Informa-
     Act,  an accounting of the disclosures that are made from a System of
                                   1-2

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                                                                        2190
PRIVACY ACT MANUAL             '                                         1/28/86


Records must be maintained by the System Manaqer.  Each accounting must include
the date, nature, and purpose of the disclosure, and the name and address of
the person or agency to whom the disclosure was made.  The accounting must be
retained for the life of the record or for five years after disclosure, which-
ever is longer.

    i.  Each year, at the call of OMB, the Information Management Branch, IMSD,
must prepare and submit a report of Agency activities under the Privacy Act.

7.  RESPONSIBILITIES.

    a.  Assistant Administrators, Inspector General, General Counsel, Associate
Administrators, Regional Administrators, Laboratory Directors, and Staff Office
Directors.  These officials are responsible for implementing the Privacy Act
and the requirements specified in this Manual within their respective areas.
They are responsible for designating an appropriate EPA employee to serve as
System Manager for an existing or proposed System of Records.

    b.  Director, Information Management and Services Division, IMSD, Office
of Information Resources Management!This individual provides overall manage-
ment and policy guidance.  The Chief, Information Management Branch, IMSD, is
the Privacy Policy Officer and is responsible for policy, procedures and over-
sight of the Act.  He/she administers activities related to establishment,
alteration or termination of Systems.

    c.  General Counsel.  The General Counsel is the EPA Privacy Appeals Officer
and is responsibile for interpreting 'the Act, reviewing Privacy Act notices,
regulations, policy statements and related documents for legal form and sub-
stance and deciding all written appeals of negative determinations.

    d.  Director, Personnel Management Division.  The Director, Personnel
Management Division, is responsible for reviewing proposed or altered systems
for personnel management implications.

    e.  Managers and Supervisors.  Managers and supervisors who maintain records
subject to the Privacy Act are responsible for implementing the provisions of
this Manual -within their respective areas.

    f.  System Manager.  The EPA employee responsible for the application of
approved Privacy Act policies and procedures relating to an existing or proposed
System of Records and, when appropriate, implementing additional practices and
procedures to cover special conditions or situations that may arise within the
System of Records.  In addition, the System Manager is responsible for:

    (1) Preparing documentation required by the Privacy Act, including notices
of new, altered or terminated System of Records for publication in the Federal
Register.  (See Chap. 2.)

    (2) Making initial decisions whether to grant an individual access to
his/her records or amend such records, and whether to extend the date of initial
determination concerning requests for access to or amendment of records under
the Act.                           , 2

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                                                                          2190
 PRIVACY ACT MANUAL                                                       1/28/86


      (3)  Safeguarding the System under his/her jurisdiction.  (See Chap. 4).

      (4)  Informing employees having official access to the System of the
 penalties under the Privacy Act.  (See par 8).

 8.  PENALTIES.  The Privacy Act imposes criminal penalties directly on indi-
 viduals if they violate certain provisions of the Act.  Any Federal employee,
 for instance, is subject to a misdmeanor charge and a fine of not more than
 $5,000 whenever such employee:

     a.  Knowing that disclosure is prohibited, willfully discloses in any
 manner records in a System of Records to any person or agency not entitled to
 access to such records.

     b.  Willfully maintains a System of Records without publishing the pre-
 scribed public notice on the System in the Federal Register.

     c.  Knowingly and willfully requests or obtains any record from any System
 of Records under false pretenses.   (The penalty for violation of this provision
 is not limited to Federal employees).

 (The System Manager is responsible for making employees working  with a System
 of Records fully aware of these provisions and the corresponding penalties).

 9.  EXISTING PRIVACY SYSTEMS.   Figure 1-3 lists existing EPA Systems of Records
 which have  been documented.   (Notice published in the  Federal Register).

 10.   OTHER PERTINENT EPA DIRECTIVES.   Additional guidance relevant to carrying
 out  the provisions of the Privacy  Act is found in other EPA directives as
 follows:

     a.  Forms  Management Manual, Chapter 1,  for forms  developed  in connection
 with the Privacy Act.

     b.  Federal  Acquisition  Regulation  Subpart 24.1 and  EPA Acquisition  Regulation
 Subpart 15-24.1  for  contracts  involving collection and maintenance of information
 on individuals.

     c.  Delegations  Manual 1-33 for  authority to  make  determinations on appeals
 from the initial denial  and  to make  determinations on  correction or amendment.

    d.  Reports Management Manual, Chapter 4,  for policy on  collecting  informa-
 tion from the public.

    e.  Records Management Manual, Chapters  1 and  3, for management  and disposal
of records.
                                   1-4

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                                                                           2190
PRIVACY ACT MANUAL                                                         1/28/86
    f.  EPA Order 1515.1C dated 8/23/78 for Freedom of Information Act proce-
dures .

    g.  Federal Register Document Drafting Handbook for preparation of Federal
Register documents.

    h.  Facilities and Support Services Manual.Security Volume, Part III, Chapter
13, for security requirements for Privacy Act data.
                                  1-5

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PRIVACY ACT MANUAL
                                                                       2190
                                                                       1/28/86
    CHAPTER 2 - PROCEDURES FOR CREATING, ALTERING, OR TERMINATING A SYSTEM
                         '   ~~   OF RECORDS'  '    ~~~

1.  PURPOSE.  This Chapter outlines procedures for the creation, alteration, or
termination of a System of Records that meets the requirements of the Privacy
Act.

2.  RESPONSIBILITY.   Assistant Administrators,  the Inspector General, the Gen-
eral Counsel, Associate Administrators, Regional Administrators, Laboratory
Directors, and Staff Office Directors are responsible for designating System
Managers to carry out procedures for creating,  altering, or terminating a System
of Records.

3.  NEW SYSTEM OF RECORDS.  A new System of Records is one for which no public
notice has been published in the Federal Register.  Specifically, a new System
is created whenever any one of the following criteria is met:

    a.  A program, authorized by either a new or an existing statute or Executive
order, requires for its successful accomplishment the creation and retrieval of
individually identifiable records.

    b.  There is a proposed new use of existing records that is incompatible
with the purpose for which the records were originally collected.  In this
case, all individuals covered by the existing system of records must be notified
of the new purpose and routine uses for the records in the System and must be
provided with a new Privacy Act statement.

    c.  There is a new organization of records, resulting in consolidation of
two or more existing systems into one new ("umbrella") system, whenever the
consolidation cannot be classified under a current System notice.

    d.  It is discovered that records about individuals are being created and
used, and that this activity is not covered by a current, published System
notice.  (This is a "found System").  OMB requires the temporary suspension of
data collection and disclosure in this case.   (The period of suspension for a
found System begins as soon as the System is "found", and continues through the
advance notice period required for a new System).

    e.  A new organization (configuration) of existing records about individuals
which had not previously been subject to the Privacy Act  (i.e., had not been a
System of Records) results in the creation of a System of Records.

4.  SIGNIFICANT ALTERATION OF A SYSTEM OF RECORDS.  A significant alteration to
an existing System occurs as a result of a change in the manner in which records
are organized or the manner in which records are  indexed or retrieved, or a
change in the nature or scope of the records.  A  System of Records is considered
to be significantly altered when a change to the  System will:

    a.  Increase or change the number or type of  individuals on whom records
are maintained.  (Changes involving the number, rather than the type, of

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 individuals about whom records are kept need only be reported when the chanqe
 significantly alters the character and purpose of the System of Records.)

      b.  Expand the type or categories of information maintained.   For example,
 if an employee file is expanded to include data on education and training,  this
 would be considered an expansion of the "types or categories of information"
 maintained.

     c.  Alter the manner in which the records are organized or the manner in which
 the records are indexed or retrieved so as to change the nature or scope  of
 these records, such as splitting an existing System into two or more  different
 Systems such as might occur in a centralization or a decentralization of  organi-
 zational responsibilities.

     d.  Alter the purpose for which the information in the System is  used.

     e.  Change the equipment configuration (that is, hardware or software on
 which the System is operated so as to create the potential for either greater
 or easier access).

     f.  Change procedures associated with the System in a manner which affects an
 individual's exercise of his/her rights.

 5.   DOCUMENTATION OF NEW SYSTEM OR SIGNIFICANT ALTERATION OF EXISTING SYSTEM.
 Documentation in support of a new System or significant alteration to an  exist-
 ing System must be sent to the Chief, Information Management Branch,  IMSD,
 OIRM,  and consist of a draft of the following:   (a)  narrative report  of the
 System (for OMB); (b) Privacy Act Statement (for the individuals to whom  the
 records pertain); and (c) System notice (Federal Register notice). Documenta-
 tion must reach the Information Management Branch, IMSD, in sufficient time for
 Agency review,  the sixty-day advance notice required by OMB prior  to  placing a
 System in operation, and the thirty-day public  Garment period after Federal Register
 publication.   Documentation guidelines are contained in Figure 2-1.

 6.   REQUESTS FOR WAIVER OF OMB'S SIXTY DAY ADVANCE NOTICE PERIOD.   A  waiver
 from OMB of the sixty day advance notice requirement can be requested by  the
 Assistant Administrator for Administration and  Resources Management in compel-
 ling  cases.   Program requests should be made part of the documentation sent to
 the  Chief,  Information Management Branch,  IMSD.

     a.   The waiver must demonstrate that a delay of  sixty days in  establishing a
 System of Records—or making significant alteration  to an existing System—would
 not  be  in the public interest by (1) showing how the public interest  would  be
 adversely affected if the waiver were not granted, and explaining  why the responsible
 EPA organization was unable to provide earlier  notice; or,  (2) demonstrating that
 suspending  operation of a found System would adversely affect the  public  interest
and  failure to  report it was due to administrative oversight.
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