NATIONAL CRITERIA



                  FOR A



QUALITY HAZARDOUS WASTE MANAGEMENT PROGRAM
            Revised June 1986

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                   NATIONAL CRITERIA FOR A QUALITY RCRA PROGRAM

                                TABLE OF CONTENTS
II.
III.

Appendix A

Appendix B
                     TITLE

                     Introduceion:  Purpose,  Scope and
                     Use of che Criteria	
                                                  PAGE
Criteria for a Quality RCRA Program:

Characteristics of a Quality RCRA Program	
Description of the Performance Criteria	
Enforcement Program Criteria	
Permit Program Criteria	
Closure Program Criteria	
Corrective Action Program Criteria	
Management Criteria	

Response to Performance Against the Criteria...
         >
Timeframes for Enforcement Actions	

Compliance Formulas	
 6
 7
 8
15
18
20
23

29

32

34
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                                        PREFACE

     In May 1964, EPA and the Association of State and Territorial Solid Wasre
Management Officials published the "Interim National Criteria for a Quality
          waste Management Program under RCRA".  The Quality Criteria sen basic
goals and performance expectations for the States and EPA in managing the RCRA
program.  Since their issuance, the Quality Criteria have received extensive
application in the planning and overseeing of hazardous waste programs in both
the Regions and the States.  Of particular importance was their use in defining
program capabilities as part of the authorization process, and their incorpora-
tion into the State grant work programs as performance benchmarks.

     The October 1985 revisions to the Quality Criteria were restricted to
changes needed to provide consistency with the Hazardous and Solid Waste
Amendments of 1984 (HSWO and revised national policies.  The October L98S
revisions added criteria for facility management planning, joint permit
issuance, and expanded public involvement in permitting.  These revisions
also deleted or revised timeframes for permit processing and added or clari-
fied criteria on inspections and enforcement.

     In the current revision to the Quality Criteria, we considered more
comprehensive changes to reflect additional HSWA requirements and revised
national policies.  These revisions include:

       adding criteria for closures;
       adding criteria for corrective action;
       reformatting the facility management planning criteria as a goal under
       management rather than a separate section;
       adding performance measurements; and,
       clarifying and editing various itc
     Seme of the Garments received related to aspects of the Enforcement Program
Criteria which were changed in order for the document to conform with the
Enforcement Response Policy (December 21, 1984).  Cuimeuters were concerned
with the definition of violation categories, the timeframes within which the
violations are to be addressed, and the level and type of enforcement response
expected.  These and other related issues are being addressed by a State/EPA
workgroup, and the Enforcement Response Policy (ERP) will be revised in light
of implementation experience.  The Enforcement Criteria will be revised to
reflect any changes) to the ERP.

     The ccranenters emphasized their concern with how the Quality Criteria re-
flected the ERP's provisions on assessment of penalties.  The Quality Criteria
states that penalties are to be assessed in accordance with the ERP, which
describes appropriate responses and timeframes for taking action against persons
who violate RCRA requirements.  One issue being examined is the scope of the
definition of High Priority Violators (violators who should always be assessed
penalties within a suitable timeframe).   Although the existing definition of
High Priority Violators may be refined to some extent, there will always be a
defined group of violators for whom penalties are appropriate.  Assessment of
penalties is essential to developing and maintaining an effective RCRA enforce-
ment program.  By taking strong action against serious violators, we ensure
that others will be deterre^. from violating RCRA requirements.
                             ,*
                                         - 2 -

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     These revisions were drafted jointly by EPA and che Association of Scace ar.d
Territorial Solid Waste Management Officials.  We appreciate che assistance of
everyone who participated in this effort.  Comments on how che Qua!ID/ Cricaria
may be improved are welcome at any time.
J. Winston forcer
Assistant Administrator
Solid Waste & Bnergency Response
Environmental Protection Agency
President
Association of State and
Territorial Solid Waste
Management Officials
Date
Date

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                                      PAST I

                 DTCBDDUCriCN:  PURPOSE. SCOPE. AND USE OF THE CRITERIA

Purpose & Scope

     This document establishes national criteria for planning and overseeing a
quality hazardous waste management program under the Resource Conservation and
Recovery Ace (RCRA) as amended by the Hazardous and Solid Waste Amendments of
1984 (HSWA).  The sane criteria are to be used for evaluating both authorized
State performance and Regional performance in non-authorized States.  The
purpose of the document is:

     * to clarify program goals, objectives, performance expectations, and per-
       formance measurements to ensure that EPA and the States have a common
       understanding of what must be done to effectively implement RCRA;  and

     0 to outline general principles to describe how EPA and the States
       should respond when che criteria are either not met or are exceeded.

     The development of useful and relevant performance criteria for RCRA is
an evolving process, reflecting our growing experience in program Implanencation.-
The Criteria have been revised twice since originally published in May 1984.
These revisions reflect Congress tonally-mandated changes to the RCRA program,
new Agency policies and directives, and EPA/State experience in using the
Criteria.  The Criteria will continue 09 be revised as necessary, although
future changes should be more in the nature of fine tuning rather than major
additions or deletions.

     This document and related guidance materials implement for RCRA the  Agency's
policy on delegation and oversight.

Use of the Criteria

     The criteria influence a wide range of management and evaluation activities
in EPA Headquarters, the Regions, and the States.  The criteria will be used:

     * to provide Che multi-year performance expectations for defining annual
       cconitments contained in che Agency Operating Guidance and the RCRA
       Implementation Plan;
       to define consistent evaluation protocols for developing State grant
       work programs and overseeing the program on an on-going basis;

       to provide a' systematic approach which the Regions and States may use
       during the State authorization process to support the assessment of
       program capability and to reach agreement on the steps necessary to
       build and sustain a quality program over time;

       to set the national criteria for determining when direct EPA actions
       (e.g., Federal enforcement, a:-1:4 Federal permit conditions) are
       appropriate;


                                        - 4 -

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0 co Identify areas where assistance and training are needed co build

  and sustain a quality program;



0 co assist in determining State  and EPA resource needs;  and,
                               i i


9 CD identify those measures needed by EPA to oversee iaplemencation

  of EOA by authorized State and Regions.
                                 - 5 -

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                                     PART II

                          CRITERIA FOR A QUALITY RCRA PROGRAM

Characteristics of a Quality EOA Program
                                    u
     Subtitle C of che Resource Conservation and Recovery Ace (RCSA) as amended
by HSWA, provides Che statutory authority for the hazardous waste management
program.  In general, a fully implemented quality program is one which:

     9 knot* the status of its regulated community, communicates program
       progress effectively to the public, and has taken steps to ensure
       chat all handlers covered by che regulations are identified and
       brought into che EOA system;

     0 has made final determinations  (issued or denied permits,  approved
       closures) for all existing treatment, storage, and disposal (ISO)
       facilities and has procedures  to promptly address new facilities
       and permit'revisions;

     * effectively implements corrective action through che permitting
       and enforcement process; and,

     0 demonstrates Improving compliance rates for all handlers, with all
       violators returned to compliance as quickly and effectively as
       possible'through a vigorous enforcement program.

Use of chis Document

     The criceria in chis document are designed to bring the program closer co
achieving each of chese characteristics.  The criteria define che benchmarks and
expectations of che EPA Regions and States.   The following assumptions underlie
che definition and use of che RCRA program quality criteria.

     0 The criteria apply to the fully authorized State program, including
       che more stringent provisions  that are authorized.

     0 The performance expectations in the criteria are not explicitly
       constrained by existing resources.   They reflect the needs for
       a quality RCBA program.  The annual operating guidance and the
       RCBA Implementation Plan set priorities among the national criteria
       within the resource levels available to the program in any given year.

     * The performance expectations set the basic multi-year goals for the
       RCRA program.  They may be expanded upon by Che priorities set in
       che annual RCRA Implementation Plan (RIP) (e.g.,  grant funds Co be
       allocated co Draining or percentage of handlers to  be inspected in
       a given year), but they should not conflict with requirements in
       che RIP.  All Scaces are expected Co meet chese performance
       expectations except co che extent they are modified by che State/
       EPA memorandum of agreement or che Stats grant work program.  These
       criteria were chosen because they reprr- cnr che critical  needs for
       a quality program; therefore,  deviations from chese criceria should
       be minimal and well justified.
                                      • 6  —

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Description of Che Performance Criteria

     The performance criteria are organized co address five of  the major
performance areas of Che RCBA program:  enforcement, permitting, closures, correc-
tive action, and program management. . The program management criteria are split
Into three groups to separately identify (1) chose criteria related  to activities
of the authorized State (or Region, in nonauthorized States); (2) those criteria
related co the-oversight Agency; and, (3) chose criteria related co  a facility
management planning process.  In this way, the management criteria capture che
mutual dependence of EPA and che authorized Scaces for ensuring a quality program.

     The performance criteria do not include national expectations for certain
measures (e.g., che compliance rate).  This is for one of two reasons:  che
specific levels are dependent on annual priorities; or our experience co date
provides no clear, quantifiable preference.  For some of these measures,  annual
targets may be included in che annual Agency operacing guidance or RIP.   For
others,  che performance expectations will evolve over time as the RCBA program
matures and more performance informacion becomes available.

     The criteria provide four levels of informacion for each RCBA goal.

     0 Key Questions.  The questions represent che key areas to describe a quality
       RCBA program for permitting, enforcement, closure, corrective action, and
       management.
     o
       Performance Expectations.  The performance expectations (where precisely
       defined; provide the national benchmarks to assess performance of che
       program for each of che key questions,  tbte chat when che performance
       expectation is in terms of days, it refers co calendar days, not work
       days.

     0 Oversight Tools.  The oversight cools are che principal source of program
       informacion used Co track progress against che cricerla.  The overs ighc
       cools available to che program include program reviews (e.g., HQ program
       reviews of Regions, mid- and end-of-year reviews of States), monthly
       monitoring (including use of reporting information),  file reviews,  admin-
       istrative record reviews, and review of individual State actions (e.g.,
       oversight inspections, permit reviews, compliance wich various Stace/EPA
       agreements and/or State-specific strategies, NOD reviews).

     0 Performance Measurements.  The performance measurements were developed
       co estaousa tne standards by which che performance expectations for each
       cricerla will be measured.  Vhen reviewing State performance against one
       of these criteria, judgment should be based on che specific requirements
       in che State grant or other signed State/EPA agreement.  To che extent
       practicable, chose documents must reflect che standards in these cricerla,
       although some deviacion may be allowed on a case-by-case basis.  Also, when
       evaluating a performance expectation with a yea/no performance measurement,
       "yes" should be used only for chose items chat che State/ Region adequately
       addressed.  "No" should be used co indicate items inadequately addressed
       or not addressed.

                                      - 7 -

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                               ENFORCEMENT PROGRAM CRITERIA
GOAL:     OPERATE AN ENFORCMOT PROGRAM THAT ACHIEVES AN
          OF COMPLIANCE TO PROTECT PUBLIC HEALTH AND THE
                                                                   IMPROVING LEVEL
      KEY QUESTIONS
    Is che mulct-Tear com-
    pliance monitoring
    strategy'  cons is ten c
    with che national
    enforcement strategy^?
    OVERSIGHT TOOLS

    o  State/EPA
       Enfbrcanenc
       Agreenenc
    o  Program reviews*
    o  Stace grant
       work program
    o  MCA
                           PERFORMANCE EXPECTATIONS

                       A.  Strategy is written and updated
                           annually as necessary.

                       B.  The strategy includes:
PERFORMANCE
A,  Yes/ No
                           1) a plan to inspect all ground-        1) Yes/to
                              water monitoring facilities
                              at least each year, with
                              comprehensive ground-water
                              monitoring evaluations (CMEs)
                              as appropriate.

                           2) a minimun two-year timeframe for    2) Yes/to
                              inspections of treatment, storage,
                              and disposal facilities (TSCF's)
                              and *a plan for inspecting gen-
                              erators and transporters, with
                              priority given to those that
                              pose che greatest public health
                              or envrironnental threat.

                           3) procedures for completing rec-      3) Yes/to
                              ord reviews .of all handlers.

                           4) procedures to evaluate and          4) Yes/ No
                              verify chat facilities have
                              closed in accordance with
                              approved closure/post-closure
                              plans and that requests for
                              withdrawal are valid.

                           5) procedures to inspect all           5) Yes/No
                              facilities in conjunction
                              with the permit application
                              requests and to otherwise
                              support the permit process.

                           6) procedures to identify non-         6) Yes/to
                              notifiers and handlers
                              operating without permits
                              or manifests.
1.  See Lee Thomas memo of June 12, 1934.
2.  National enforcement strategy is embodied in key policy documents such as che EOA
    Implementation Plan, Enforcement Response Policy, and other Agency as well as program
    office documents.

 *  Includes HQ program reviews of Regions and Regional quarterly,  mid- and end-of-year
    reviews of States.
                                          - 8 -

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      KEY QUESTIONS
     Lon L (Continued)
      PERFOCTfrNCE EXPECDVTICNS

 7) procedures to coordinate
    with other Agencies charged
    with responsibility for
    regulating transporters.

 3) procedures, for taking an
    enforcement response for
    every instance of known
    non compliance.
                                         PERFORMANCE
                                                7)  '^
                                                                          3) Yas/No
2.  Are inspections and
    record reviews con-
    ducted in accordance
    with the compliance
    monitoring strategy?
A.  Inspection of 100% of ground-
    water monitoring facilities each
    year, with CMEs as appropriate.
    6VERSIGHT TOOLa

    o  Compliance Monitor-
       ing and Enforcement
       Log (HWDMS)
    o  Facility Status
       Sheet (HWDMS)
    o  Program reviews
3.  •Inspection of at least 50% of
    treatment, storage and disposal
    facilities (TSDP's) and a per-
    centage of generators and trans-
    porters each year.  (Per HSNA,
    all TSOF's must be inspected
    every two years* and EPA most
    inspect each year all TSDP's
    owned or operated by Federal,
    State or local governments).
                                            No. of GWM facil-
                                            ities
                                            No. of CEI's and
                                            CME's completed


                                            NO. of TSDF'g
                                            No. of generators
                                            and transporters
                                            No. of CEI's
                                            completed
C.  Inspection of RCRA TSDP's
    receiving CERCZA wastes in
    accordance with EPA's CERdA
    Off-Site policy.

D.  Are closing facilities inspected
    to ensure that all follow approved
    plans and that all withdrawals are
    valid.
                           E.   Verifications (including recc
                               reviews and inspections) are
                               formed within 30 days of the final
                               compliance date at all facilities
                               in violation and scheduled to
                               return to <"V<
F.
                               Number and types of handlers
                               (i.e., generators, transporters,
                               TSDP's) inspected meets quarterly
                               ccRti&tznents .
                                                                       Facilities identi-
                                                                       fied in State grant
                                            NO. of TSDF'3 that
                                            submitted a notifi-
                                            cation to close
                                            No. of CEI's at
                                            closing facilities

                                            Projected
                                            compliance date
                                            Actual compli-
                                            ance date
                                            Projected CEI's
                                            and G-ffi'3
                                            Actual CEI's
                                            and  CME'3
                                          - 9 -

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      KEY QUESTIONS
Question 2 (Continued)
    PERFORMANCE EXPECTATIONS

G.  Nunber of record reviews
    (cLosure/post-closure
    plans, financial assur-
    ances) conducted meets
    quarterly ccomionencs.
                                  G.   'b. of record
                                       reviews ccramicted  re
                                       Actual record r avis'*
3.  Are inspections and
    record reviews
    thorough and
    properly documented?
    OVERSIGHT TOOLS

    o  File reviews
    o  Oversight in-
       spections
    o  Program reviews
    o  Copies of in-
       spection check-
       Lists and reports
       for selected GUM
       facilities
    o  TEGD, AFP. A
       Evaluation
       Worksheets
    o  Compliance Moni-
       toring and En-
       forcement Log
       (WINS)
B.
C.
Inspection checklists are          A.  Yes/No
complete and accurate.

Files are maintained and readily   B.  Yes/Mo
accessible; violations are well
docunented.
Comprehensive ground-water moni-   C.
toring evaluations (CMEs) evaluate
the adequacy of detection and
assessment ground-water monitor-
ing systems in accordance with
the RCRA. GW Technical Enforce-
ment Guidance corart August 1983).
                                       Yes/Nb
    Saapling quality assurance/
    quality control procedures
    are followed.

    All violations at inspected
    handlers are identified and
    properly classified (high
    priority, Class I or II) per
    the national Enforcement
    Response Policy.
                                   D.  Yes/to
                                   E.  Yes/ No
                                         - 10 -

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    KE? OUESTICMS
    Are  enfercement actions
    timely and appropriate?
    (See timeframe in
    Appendix A.)*
    OVERSIGHT TOOLS,

    o  Compliance Moni coring
       and  Ehfbrcanenc
       Log  owns)-
    o  Pujgidiu  reviews
    o  Copies of complaints/
       orders for ail Oil
       facilities
    o  File reviews
    o  SIMS
    PERFORMANCE EXPECTATIONS

A.  For high priority violators: **
    1)  If the State has administra-
        tive penalty authority, a
        formal complaint is to be
        issued within 90 days after
        violation discovery in
        accordance with the Ehforce-
        Response Policy.*** Steps 4,
        5. and 6 outlined under 4.B.
        below will then be followed
        if escalated action is
        necessary.
PERFORMANCE MEASUREMENT.
        1 )  (Dace of insp«
           Date of dece-
           raination of
           violation
           Cate of fora
           enforcanenc
           action
  * The timeliness criteria are national performance expectations.  They may be
    more stringent to  reflect  individual Regional/State requirements or they may.
    be adjusted GO incorporate unique  State authorities and, to a more limited
    extent,  processes.  The specific criteria used in each State must be included in
    the annual State grant work program or the MQA.  Note that emergencies (such as
    imminent and substantial endangexment situations) should be acted on immediately
    and not  be limited by these criteria.

 ** A high priority violator is a handler who has one or more Class I violationr
    of the ground-water,  closure/post-closure, and financial responsibility require-
    ments, or who poses a substantial  likelihood of exposure to hazardous waste or
    has caused actual  exposure, has realized a substantial economic benefit as a
    result of non-ccnpliance,  or is a  chronic or recalcitrant violator (including a
    handler  who is violating schedules in an order or decree).  The Enforcement
    Response Policy issued December 21,1984, provides an operational definition
    for Region and State  use.

*** The average time for  the date of discovery from the date of inspection or record
    review is 45 days.  In many cases, a lesser time frame is more, suitable, for example
    where the inspector is also the enforcement official.  Where there are mere compli-
    cated situations,  for example where chemical analysis of samples is required, time
    from the date of inspection to the date of violation determination may be greater.
                                         -  11  -

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    KEY QUESTIONS
Question 4 (Continued)
     PERFORMANCE EXPECTATIONS

2)  If che State lacks adninistra-
    tive penalty authority, the
    case should be referred GO che
    appropriate civil litigation
    authority, e.g., State Attorney
    General, District Attorney, etc.,
    within 90 days from the discovery
    of violation.  Steps 5 and 6 out-
    lined under 4.B. below will
    then be followed if escalated
    action is necessary.

B.  For Other Violators with Class I
    Violations: *
PERFORMANCE MEASUREMENTS

     2) Gate of inspec-
        tion
        Dace of cecer-
        ainacion of
        violation
        Date of
        referral
                                                                   B.
                               1)
                               2)
                               3)
        An initial enforcement action
        (e.g., warning letter, notice of
        violation, or equivalent action)
        is taken within 30 days of
        violation discovery.
     1)  Date of inspec-
        tion
        Date of initial
        enforcement
        action
        Decision is made to escalate         2)
        action (e.g.,  administrative
        complaint/order, civil referral)
        with 90 days of the initial en-
        forcement action for handlers not
        returned to compliance or on an
        agreed upon compliance schedule.**
        (More than one action, such aa a
        warning letter, NOV or equivalent,
        may be taken within this time period.)

        If a decision  is made co issue a     3)
        formal administrative complaint,
        it should be issued within 60 days
        after the decision to escalate. (Note
        that pre-hearing negotiations should
        not generally continue beyond 90 days
        from issuance  of the initial complaint.)
        Return to com-
        pliance date
        Date of escala-
        tion decision***
        Date of complain
        issued
    At its option, an EPA Region or State may choose co bypass less fonnal enforcement
    actions and go immediately to a complaint (AO) or civil referral.  The criteria in
    Part A above should be followed in such cases.  (See page 7.)

    Handlers on a compliance schedule will be monitored to ensure conformance with the
    schedule.  Escalated enforcement action will be taken if the handler is not in
    compliance within 30 days of the compliance schedule.

    The date of che escalation decision may not be documented.
                                       - 12 -

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      KEY QUESTIONS
Question 4 (Continued)
PERFORMANCE EXPECTATIONS

4)  Decision is made co refer
    case co appropriate civil
    Litigation authority after
    the administrative process is
    exhausted for handlers not in
    compliance, noc on an agreed
    upon compliance schedule, or
    for" which no administrative
    hearing has been scheduled.*

5)  Case is referred to civil
    litigation authority within
    90 days after decision to
    refer case.
PERFORMANCE MEASURES

    4)   Dace of refer
       decision
                                                                         5)  Date of refer
                                  6)  Civil litigation authority files   6)
                                      the case within 60 days of referral.
                                           Date of filir
                               C.  Appropriate enforcement actions:      C.

                                  1)  Penalties are assessed against     1)   Yes/No
                                      all high priority violators and,
                                      where necessary* against other
                                      Class I violators in accordance
                                      with the Bifbrcement Response
                                      policy.
                                       •
                                  2)  AIL penalties are conanen-          2)   Yes/No
                                      surate with the violation,
                                      based on a consistent
                                      penalty policy.

                                  3)  All final formal enforcement       3)   Yes/No
                                      actions specify activities  the
                                      owner/operator muse carry out
                                      and dates by which activities
                                      must be completed, and require
                                      the handler co certify compli-
                                      ance or contain other means of
                                      verification*

                                  4)  All final orders, including        4)   Yes/No
                                      Consent Agreements/Final Orders,
                                      must express what "compliance"
                                      entails and should either specify
                                      a detailed technical remedy or
                                      require the owner/operator  to
                                      develop plans that specify  de-
                                      tails of the remedy.

                                    (Civil and criminal actions are
                                     considered appropriate actions.)
  See footnote 2 on previous page.
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     KEY QUESTICKS
5.   Are Federal facilities.
    dealt with in accord-
    ance with timely and
    appropriate response
    policy?
   PERFORMANCE EXPECTATIONS	

    To the extent allowed under
    State and Federal law, Federal
    facilities should be treated
    the sane as any other violator
    by both EPA and the States.
                                     A.   Yes/Mo
    OVERSIGHT TOOLS

    o  Compliance Monitoring
       and Enforcement
       Log (HJEMS)
    o  SPMS
    Are enforcement actions
    reported to the public
    or to che regulated
    ccmmunity to promote
    compliance?
    OVERSIGHT TOOLS

    o  Program reviews
                               B.
    Compliance strategy includes
    procedures for publicizing
    precedent-setting or other
    important actions/violations.

    Actions/violations are publi-
    cized in accordance with the
    compliance strategy.
                                    A.  Yes/Ms
                                    B.  Yes/>b
    Cbes responsible
    agency monitor the
    Class I compliance
    rate of inspected
    handlers?  (See
    description and
    compliance formulas
    in Appendix B.)

    OVERSIGHT TOOLS

    o  Compliance Monitoring
       and Enforcement
       Log (WEMS)
B.
    The responsible agency establishes  A*  Yes/No
    the percent of handlers having
    Class I violations ac the
    beginning of the fiscal year
    wiich were brought into
    compliance or are on a compliance
    schedule each quarter.
The responsible agency establishes  B.  Yes/to
the percent of handlers inspected
(or who have had record reviews)
which are found to have Class I
violations.  This is done on a
quarterly basis.
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                                  REMIT PRO3WM CRITERIA

              GOAL:      USE THE PERMIT PROCESS TO INCREASE REGULATORY CONTROL
                        OF TSDFs TO PROTECT HLMAN HEALTH AND THE ENVIRONMENT
     KEY QUESnONS
    PERFORMANCE EXPECTATIONS
                                  PERFORMANCE
1.  Are Federal and Seace
    permitting responsi-
    bilities coordinated
    where chose responsibil-
    ities are shared?
    OVERSIGHT TOOLS

    o  MIA
    o  Scace granc
    o  Joint permit-
       ting agreement
    o  Program reviews
    There is a signed MDA or other    A.  Yes/No
    agreement chat:
    --  clearly delineates respon-
        sibilities fior permit
        processing;
    —  reflects priorities fior per-
        mit processing established
        in annual guidance.
B.  EPA and State meet agreed upon    3.
    commitments for permit processing
    and issuance.
                                      Yes/Mo
                                      (HQ review)
2.  Is the permitting
    authority processing
    pennies in accordance
    wich established
    procedures?
   OVERSIGHT TOOLS

   o  Manthly Permit
      Status Report
      (OTMS)
   o  Status of Permit
      Applications
      Report (HWEMS)
   o  Program reviews
B.
Internal decision schedules are   A.  Yes/No
established and cracked for
individual permits for:
—  che receipt of che appli-
    cation,
..  completeness check,
—  notice of deficiency,
—  completeness determination,
—  public notice of draft
    pennit,
—  end of the public cement
    period, and
—  final decision on permit.

Permitting authority uses full    B.  Yes/No
range of regulatory powers to
obtain adequate ground-water
systems and data.
                              C.
    If permit deficiencies are not    C.
    resolved within 60 days of
    Notice of Deficiency (NOD),
    referral is made for enforce-
    ment action* or permit denial
    is initiated, as appropriate
    (unless an alternative
    schedule is agreed upon).
                                      Date of complete-
                                      ness determination
                                      Date of NOD
                                      Date of permit deni
                                      Date of closure pic
                                      submission
                                      Date of NOD with
                                      formal action or
                                      referral
* See "Late and Incomplete Part B Policy"  dated September 9,  1;iJ,  and Che
  "Compliance Order Guidance" dated August 1985.

                                           -  15 -

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       KEY QUESTIONS
3.   Are petal c determina-
    cions consistent with
    permit regulations?
    OVERSIGHT TOOLS

    o Review of draft
      and final permits
    o Permit/files
    o Administrative
      Record
    o NOD review
    o Program reviews
      PERFORMANCE ESPSCTAIICNS	

A.  Lead permitting authority aakes
    permit determinations that are
    consistent with the authorized
    State and/or Federal program.

B.  Conditions that are based upon
    permit writers'  technical
    judgment/interpretation are
    consistent with the intent of
    the regulations regarding level
    of control, containment, cleanup,
    or protection.
C.
                               D.
                               E.
                               F.
                               G.
                                      A.  Yes/»
                                      B.  Yes /to
Comments arising from permit
reviews by oversight agency are
resolved before the next stage
of permit processing is completed.
                                      C.   Yes /No
    Permit determinations are upheld  D.  Yes/No
    on technical,  legal,  and proce-
    dural grounds.

    Permit conditions  are enforce-    E.  Yes/No
    able.

    Permit conditions  are clear,       F.  Yes/No
    understandable,  and properly
    documented (through applica-
    tion or administrative record).

    Permit fully describes and        G.  Yes/No
    defines requirements  and
    frequencies for  facility
    monitoring, reporting, inspec-
    tion, and analyses after
    permit issuance.
4.  Is the responsibility
    for managing public
    involvement activities
    clearly identified?
    OVERSIGHT TOOLS

    o  Program reviews
    EPA and States have selected
    a public involvement
B.  EPA and States communicate on
    a regular basis ts ensure
    coordination of public involve-
    ment activities.
                                      A.   Yes/No
                                                                     B.   Yes/ No
                                          - 16 -

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           QUESTIONS
5.  Are che public in-
    volvement plans (PIP)
    implemented in*
    accordance with
    national policy?*'

    CVBSIQg TOOLS

    o  Program reviews
    o  Permit files
    o  Public Involve-
       ment Plans
      PERFORMANCE EXPECTATIONS

A.  National policy* for selecting     A.   Yes/to
    facilities for expanded public
    participation is followed.  At
    a minimum, selection should
    focus on:
    — commercial facilities
    — new, facilities
    — high public interest facilities

B.  Public involvement plans are       B.   Yes/No
    prepared and implemented in
    accordance with national policy.

C.  Public involvement activities     C.   Yea/No
    are well integrated into the
    permit program and FMP develop-
    ment.
                                               MEASURERS
6.   Are public concerns/
    comments taken into
    account during deci-
    sion making?
Final permit decisions consider
all relevant public comment on
draft permit.
                                      A.  Yes /No
    OVERSIGHT TOOLS

    o  Final permit
       decision
    o  Public comments
     See revised National Permits Strategy and "Guidance on Public Involvement  in
     RCRA Permitting"  dated January 1986.
                                        - 17 -

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                                  CLOSURE PROGRAM CRITERIA

               GOAL:   ASSURE CLOSURES ARE IMPLEMENTED IN A BANNER PROTECTIVE
                      OF HUMAN HEALTH AND THE ENVIRONMENT.
      KEY QUESTIONS
     PERFORMANCE EXPECTATIONS
1.   Are EPA/States reviewing
    closure plans in accor-
    dance with statutory and
    regulatory requirements?
    OVERSIGHT TOOLS

    o  Program reviews
    o  Reviews of
       Administrative
       Records
                                      PERFORMANCE
B.
    ClosureVpost-closure plan         A.  Date of notificati
    deficiencies are resolved or the      of  in can c to close
    plan is modified within regulatory    Date of public not
    timefranes.                           of  intent to appro
    Closure decisions are based on
    adequate soil and ground-water
    monitoring information, where
    applicable.
                                                                    B.  Yes/No
C.  Cost-estimates are reviewed to    C.  Yes/No
    determine tfiecher they accurately
    reflect costs of completing
    closure and financial assurance
    instruments are sufficient to cover
    cost-estimates.

D.  EPA/States review closure         D.  Yes/No
    certifications prior to release
    of ovner/operacor1 s financial
    assurance.

E.  EPA/States assure that notices    E.  Yes/No
    in the deed are recorded in
    accordance with regulatory
    requirements.

F.  EPA and States follow all 3cam-  F.  Yes/No
    tory and regulatory requirements
    for public participation.
2.  Are the approved plans
    consistent with the
    technical closure
    requirements?
    OVERSIGHT TOOLS

    o  Program reviews
    o  Reviews of
       Administrative
       Records
A.  Closure decisions are made        A.  Yes/No
    in accordance with regula-
    tions, including Subpart F,
    and draft Subparts G and H
    Guidance (5/86).

B.  Closure plan provides mechanism   B.  Yes/No
    for measuring achievement of
    closure performance standards.

C.  Closure plans contain specific    C.  Yes/No
    activities and timeframes to
    ensure enforceability.
                                          - 18 -

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       KEY QUESTICTS
3.   Do EPA/Scaces oversee
    closures co ensure chose
    actions are consist enc
    with approved plans?
    OVERSIGHT TOOLS

    o  Program reviews
    o  Reviews of
       Adminiscracive
       Records
    o  CMEL
    o  SPAR

4.  Are che Reg ions/Scaces
    coordinacing closure
    accivicies wich
    correccive aceion?
    OVERSIGHT TOOLS
                                 PERFORMANCE EXPECTATIONS

                              EPA/States conduct adequate
                              inspections .to ensure chat
                              hazardous vaste units are
                              closing in accordance wich;
                              approved closure/post-closure
                              plans.
PERFORMANCE J'EASUREMENT

A.  MJ. of nocificacion
    of closure
    Ms. of closure plan
    approved
    No. of closing fact
    cies inspected
o
o
       SPAR '
               reviews
                               EPA/Scaces are assessing Che
                               need for correccive action at
                               closing facilities.
B.  Based on chis assessment, EPA/  B.
    Scaces are integrating
    corrective accion into che
    closure process chrough che
    closure plan, a post-closure
    permit, or an adminiscracive
   * complaint/order.
    % of closing  facili
    Cies receiving  a RC
    Facility Assessment
    (RFA)

     ta. of closing
     facilicies ac
     which correccive
     accion is deemed
     necessary
     Nb. of closing
     facilities for
     which corrective
     accion is
     addressed in
     closure plans,
     pose-closure
     pennies,  or
     compliance orders
                                           - 19 -

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                            CORRECTIVE ACTION PRO3AM CRITERIA

     GOAL:   TO CLEAN UP RELEASES FROM ALL WASTE MANAGEMENT UNITS THAT THREATEN PUBLIC
            HEALTH OR THE ENVIRONMENT AND TO MINIMIZE THE THREAT OF CONTINUED RELEASES
            IN THE FUTURE.
      KEY QUESTIONS
1.   Are RCRA Facilicy
    Assesaaencs (RFAs)  and
    Remedial Investigations
    (RLs)  conducted in  a
    technically adequate
    manner?
    OVERSIGHT TOOLS

    o  Program reviews
    o  File reviews
3.
                              C.
                              F.
                              G.
                                    PERFORMANCE MEASLTIEME

                                    A.  Yes/No
      PERFORMANCE EXPECTATIONS
           »
    RFAa and RIs examine all rele-
    vant information, in accordance
    with Che following:  draft RSI
    on continuing releases (dated
    1/30/85), codification rule
    promulgated 7/15/85, draft RFA
    Guidance (dated 6/86) , and
    40 CFR Part: 270.
Vhere appropriate, investigations   B.  Yes/No
and remedies consider the use of
authorities other than RCRA (i.e.,
CERCIA, TSCA, or other State
authorities) to secure corrective
action.
    RFAs and RIs identify and
    evaluate all SWMUs and all known/
    likely releases ac a facility.
                                  Determinations regarding releases   D.
                                  are made using appropriate on-site
                                  inspection or comparable information.
                                        No. of releases
                                        identified '
                                        No.  of releases
                                        evaluated

                                        Yes/No
    At the conclusion of any RFA        E.  Yes/ No
    conducted, the need for a remedial
    investigation, interim measures, or
    corrective actions is determined.

    RFA reports provide adequate        F.  Yes/No
    docunentation to support specific
    permit or compliance order
    conditions.

    EPA/ State identify and respond      G.  Yes/No
    expeditiously to situations
    requiring immediate corrective
    measures.
                                        - 20 -

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       KEY QUasiiCKS
      PERFORMANCE EXPECTATIONS
PERFORMANCE MEASURES
Ojuescion 1  (ooneinued)
H.'  RI work plans for releases are
    reviewed and approved Co ensure
    chac they contain schedules of
    compliance chac are enforceable.
H.  Yes^b
                               I.  EPA/States monitor approved RI    I.
                                   workplans and sampling plans for
                                   releases in accordance with the
                                   Draft JOA RI Guidance for
                                   Continuing Releases ac RCRA
                                   Facilities (6/86).
                                          Yea/to
2.  Are remedies adequate
    to protect hunan
    health and the
    environment?
    OVERSIGHT TOOLS

    o  Program reviews
    o  File reviews
A.  EPA/ States review and approve
    or require modifications to
    proposed corrective measures.

B.  Appropriate interim measures
    are taken as necessary to
    prevent releases or additional
    contamination, to prevent or
    reduce the further spread of
    contamination, or co address
    an exposure threat chac a
    release presents.
A.  Yes/No
                                                                     B.  Yea/to
                               C.   EPA/States ensure Chac suf-       C.   Yes/Nb
                                   ficienc financial assurance is
                                   provided by the owner/operator
                                   for implementing corrective
                                   measures.

                               D.   Corrective action plans are       D.   Yes/No
                                   specific and contain schedules
                                   of compliance chat are en-
                                   forceable.

                               E.   EPA/States have established pro-  E.   Yes/No
                                   cedures to ensure chac owner/
                                   operators implement corrective
                                   measures in accordance with
                                   the plans.

                               F.   EPA/States ensure chat cor-       F.   Yes/Ho
                                   receive action plans include
                                   mechanisms for measuring the
                                   effectiveness of the corrective
                                   accion.
                                         - 21 -

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	KEY QUESTIONS	         PERFORMANCE EXPECTATIONS       PERFORMANCE  MEASUREMENTS
                              ——^————^"-^~—————

3.  Are chere procedures       A.  EPA/Scaces assign lead         A.   Yes/No
    for ensuring- effective         responsibility (between
    coordination?                  permitting and enforce-
                                   ment) "for managing the
                                   corrective action program.
    QVERSIQg TOOLS
                               B.  Decisions on RCKA, corrective   B.   Yes/No
    o  Program reviews             action activities take  into
    o  File reviews                account other activities
                                   relevant to corrective  action
                                   (CERCIA, State Water Agencies,
                                   local authorities, etc.)
                                       -  22  -

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                                     MANAGEMENT CRITERIA

            GOAL *1:   PROVIDE MANAGEMENT SUPPORT THAT FACILITATES ACHIEVEMENT OF
                      PROGRAM GOALS AND SUSTAINS A HIGH QUALITY PROGRAM OVER TIME.
       KEY QUESTIONS
1.  Are resources  used in
    accordance with the
    annual Scate grant and
    Regional resource
    allocation?
    OVERSIGHT TOOLS
                               B.
    o  Program reviews
    o  Scace grant work programs
      PERFORMANCE EXPECTATIONS
          •
    Wbrkyears used for RCRA match
    workyears allocated.
    Wbrkyears used for each key pro-
    gram element (e.g., enforcement,
    program development, program
    management, permitting) match
    vorkyears alocated.
                                       PERFORMANCE MEASURE*

                                         A.  to. of workyee
                                             allocated
                                             to. of workyec
                                             used

                                         B.  to. of workyes
                                             allocated
                                             to. of workyea
                                             used
2.  Have training needs
    been identified?
    OVERSIGHT TOOLS

    o  Training plans
    o  State grant work
       progrj
B.
    EPA and States develop annual        A.  Yes/No
    work-plans that identify specific
    training needs.

    Training plans are relevant to       B.  Yes/No
    problems/deficiencies identi-
    fied during program reviews.
3.  Has staff training
    been provided and
    maintained?
    OVERSIGHT TOOLS

    o  Program reviews
    o  Training plan
    o  State grant work
A.  EPA and State staff are trained
    in accordance with the annual
    training plan.

B.  EPA and States implement on-going
    training programs to initiate
    new employees and to maintain
    expertise of experienced staff,
    including but not limited to,
    the following major subject
                                   —  inspections & enforcement
                                   ..  ground-water monitoring
                                   —  corrective action
                                   —  closure plan approval
                                   —  Part B reviews
                                   —  post-closure permits.
                                         A.  Yes/No
                                         B.  to.  of hours
                                             training by
                                             subject area
                                                                                        or
                                            - 23 -

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       KEY QUESTIOS
    Is an information
    system in place that
    effectively supports
    progran management?
    OVERSIGHT TOOLS

    o  Program reviews
    o  Report formats
    o  MCA
    o  State grant work
       programs
    o  HflHS
                       PERFORMANCE EXPECTATIONS

                     Information system has che
                     following features:
                                     PESTOHMftKCS
                                       A.
                     1)   Data system (automated or            i)  ';es/:b
                         manual) cracks key program
                         elements and provides data
                         to meet EPA.and State
                         reporting requirements.

                     2)   Data base accurately identifies      2)  Yes/>b
                         regulated community covered
                         by che authorized program.

                     3)   Management cracking system          3)  Yes/Mo
                         provides up-to-date and
                         accurate permit, inspection,
                         compliance, enforcement,
                         closure, and corrective action
                         status information.

                 B.  States provide information on      B.  Yes/No
                     facility status changes (e.g.,
                     notification, Parr A) to EPA at
                     least monthly.
5.  Is there a process to
    ensure data quality?

    OVERSIGHT TOOLS

    o  Program reviews
    o  Database audits
                 A.  EPA and States use consistent      A.  Yes/No
                     definitions for reporting data.

                 B.  EPA and States exercise quality    B.  Yes/No
                     control over data input and
                     retrieval.

                 C.  EPA and States select a lead       C.  Yes/No
                     person responsible for data
                     quality.
6. Is the State contin-
   uing to operate an
   equivalent Federal
   program?
   OVERSIGHT TOOLS
      OOW^tf*
      «Tvg

   o  MGA
reviews
A.  State informs EPA in advance
    of potential waivers, variances,
    changes to State statutes and
    regulations, etc., in accordance
    with MCA.

B.  State adequately'addresses EPA
    comments on waivers, delistings,
    variances, and regulation changes.

C.  Authorized State adopts changes
    made in Federal requirements
    within che specified time period.
                                                        A.  Yes/No
                                                        B.  Yes/No
                                                                          Dace Federal
                                                                          change made
                                                                          Dace Scace
                                                                          adopts change
                                            - 24 -

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         GOAL *2:   PROVIDE EFFECTIVE OVERSIGTT TO E2EURE AOIIZVEME:>rr CF  PROGIAM GOALS
       KEY QUESTIONS
1.  Are che Regions admin-
   istering State hazard-
   ous waste grants in
   accordance with grant
   regulations (Fart 35
   Subpart A)?

   OVERSIGHT TOOLS

   o  Program reviews
   o  Regional grants
      guidance
   o  State grant work
      programs
	PERFORMANCE EXPECTATIONS        PERFORMANCE  MEASUREMENT

A.  Regional program guidance co      A.   Yes/Mo
    each State contains EPA'3
    national objectives and
    priorities, che State's
    funding allocations, che
    program elements EPA uses
    for budget justification and
    management outputs and spe-
    cial conditions or limitations
    relevant co che State.

B.  Regions provide program guidance  B.   Dace  final guidance
    co States at least 60 days prior      is received
    Co final application deadline.        Date of applicacion
                                          deadline
                               C.  All complete applications
                                   are approved, conditionally
                                   approved, or disapproved by
                                   che beginning of fiscal year.
                                     C.   Dace ccmplece appli
                                          cacion is received
                                          Dace of approval,
                                          conditional approva
                                          or disapproval
2. Are HQ and Regional
   oversight activities
   resulting in an
   improved RCRA
   program?
   OVERSIGHT TOOLS

   o  Program reviews
   o  Review of mid-
      and end-of-year
      procedures/
      reports
   o  Analysis of
      monthly reports
      and other sub-
      missions
A.  Regions conduct State- file
    and program reviews according
    Co schedules specified in
    grant or other agreement.

B.  Reviews address che key ques-
    tions and perfonnance measures
    specified in chis policy.

C.  Review findings are provided
    to the State within 45 days
    of conducting the review.
    If the evaluation reveals
    problem areas, negotiations
    are conducted to reach an
           it for resolving
                               D.   EPA and State cake action to
                                   resolve problems, including
                                   providing technical assistance
                                   or direct EPA action, in
                                   accordance with negotiated
                                   agreements.
                                      A.  Yes/to
                                                                     3.  Yes/No
                                      C.  Date of review
                                          Date Scace receives
                                          comments
                                      D.  Yes/No
                                           - 25 -

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       KEY
Question 2 (Continued)
      PERFORMANCE EXPECTATIONS	

E.  EPA performs oversight inspec-
    Cions in accordance with M3A,
    annual Scace work programs, and
    other agreements.

F.  EPA completes and transmits
    oversight inspection reports
    co che State within 30 days of
    inspection; or, where inspections
    are conducted jointly, EPA
    transmits oversight report
    within 30 days of receiving
    State's inspection report.

G.  EPA reviews and cconents on
    pennies and closure plans agreed
    upon by che Region and State.
    Ccmmencs include a statement of
    che reason for che comment and
    che actions che State should
    cake.
                                   PERFORMANCE
                                   E.  Yes /Ho
                                                                          Date of inspection
                                                                          Date report crans-
                                                                          micced co  Scace
                                                                     G.  Yes/No
3.  Does EPA provide           A.
    guidance and assiscance
    co screngthen program
    implementation
    capabilities?              B.

    OVERSIGHT TOOLS

    o  Scace granc work
       programs                C.
    o  Program reviews
 EPA and States  identify guidance  A.   Yes/No
 and  technical assistance needs.
 EPA provides guidance wich        B.   Yes/No
 sufficient lead ctme for use and
 clearly indicates how and  when
 guidance  is to be used.

 there State performance  is        C.   Yes/No
 dependent on agreed upon
 technical assistance, judgments
,of  State  performance will  take
 into account failure to  provide
 such assistance.
                                         • 26 -

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     GOAL 13:   USE A FACILITY MAHAGEMEOT PLANNING  PROCESS TO  ENHANCE
               BEXUEEff PEROTTING AMD ENFOHCEMENr  TO MAXIMIZE COMPLIANCE WITH THE
               EOA  REQUIREMENTS
       KEY
1.   Are facility management
    plans  (FMPs) developed
        updated  in  accordance
    with the  Draft Guidance
    for Facility Management
    Planning  (7/85)?

    OVERSIGHT TOOLS

    o  Program  reviews
    o  State  grant
       work programs
 B.
                              C.
                               0.
  PERFORMANCE EXPECTATIONS        PEFORKANCE

EPA and States periodically       A.  Yes/to
review relevant information
to determine envixonnentally
significant facilities.

Facility management planning      B.  Yes/No
is done for each environ-
mentally significant facility.
The planning process identifies
specific problems at the facility,
the appropriate tools to be used
(e.g., enforcement, permitting),
the responsible State/Federal
organization, and a schedule for
taking action that meets statu-
tory deadlines, as appropriate.

there permitting and enforcement  C.  Yes/Ha
functions are separate, the
development of FMPs and multi-
year strategies are coordinated
Internally.
     An EPA facility
     designated -for rnrh
                        has b
                       ility.
                                  FMPs include current commitments
                                  and out-year expectations and
                                  are updated as necessary.
D.  Yes/to
                                       E.   Yes/Mo
    Is there a process  for
    Identifying potential
    releases and estab-
    lishing priorities
    for further investi-
    gations/corrective
    action?
    OVERSIGHT TOOLS

    o  Program review
    o  File review
B.
EPA/States have established       A.   Yea/No
a process for reviewing and
screening available information
(e.g., SH4U responses, inspec-
tion reports, Part B applica-
tions. RFAs, etc.) to Identify
potential releases at all FCBA
facilities.

EPA/States use the established    B.   Yes/No
process to develop corrective
action schedules and priorities
for environnentally significant
facilities.
                                         - 27 -

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       KEY Qubb'i'lONS
3.  Is there a multi-year
    strategy that addresses
    how the responsible
    authorities) plan to
    petal t and/or bring all
    TSCFs into conpllance
    with applicable regula-
    tions?
              TOOLS
    o  Program reviews
    o  State grant
       work program
	PB1PORMANCE EXPECTATIONS

A.  The strategy sumarizes the
    schedule of activities for
    environmentally significant
   • facilities and schedules
    final determinations for non-
    environaentally significant
    facilities.

B.  These schedules take into
    account the need to sec
    priorities for corrective
    action, permitting, and
    closure activities.

C.  The strategy is updated
    annually.  •
PERFORMANCE
A.  Yes /Mo
                                                                     B.  Yes/No
C.  Yes/ No
4.  Is the multi-year
    strategy being imple-
    mented to manage the
    EOA program to
    achieve priority
    obj ectives?

    OVERSIGHT TOOLS

    o  Compliance Monitoring
       and Enforcement
       leg (HftMS)
    o  Msnthly Permit
       Status Report
    o  State grant
       work program
    o  Program reviews
    o  MCA
A.  ttilti-year strategies are used    A.
    as a management tool to coordinate
    and implement scheduled permit
    and enforcement actions,
    including corrective action and
    closures for environmentally
    significant facilities, as well
    as non-environnentally significant
    facilities.
    Yes/to
B.  Final determinations are made
    at facilities in accordance
    with the multi-year strategy.
B.
Projected date
for final deter-
minations
Actual date for
final deterainatioi
                                         - ".8 -

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                                        PART III

                      RESPONSE TO PERFORMANCE AGAINST THE CRITERIA

     Part II establishes che criteria for a quality RCRA. program and  liscs che
oversight cools and performance measurements most appropriate  for  cracking progress
against each of che criteria.  This Part outlines che general  principles to use
when decermining how EPA and che States should respond to performance against che
criteria.

     The RCRA program quality criceria provide national expectations  for program
performance.  As explained in Part I. all States are expected  to follow chese
criceria except to che extent they are explicitly modified by  the Memorandum of
Agreement (MCA) or che annual grant work program.  Regional and State performance
relative to che Criceria will be formally reviewed at least once a year.

General Principles for Response Actions

     The appropriate response Co performance against Che criceria will depend on
a number of condicibns, including:

     9 che relative importance of che criceria Co program objectives;

     0 che seriousness of che failure Co meet che criteria;

     ' che frequency of failure;

     0 che number of criceria failed; and,

     • che past response to corrective action.

     Certain sicuacions demand a nationally consistent response.  However,  most
situations require a response based on what will work for the  individual Region
and Stace, reflecting the general principles outlined bare- and in the Agency's
Performance-Based Cranes Policy.  Therefore, the response) action will be tailored
co che needs of the situation, recognizing that the principal goal is to streng-
then che credibility, capability, and performance of che iaplenenting agency^

     The level and severity of the response! action should be consistent for similar
performance problems, whether the lead Agency is che EEA Region or the Stace.
However, che available range of EPA response actions differs depending on whether
che Region or che Stace is che lead agency.  Oversight in an authorized Stace  is
based on che MQar annual grant work program, or other State-EPA agreement,  and
response actions) are to be in accord with Agency policies.  Response actions where
che Region is che lead agency are based on performance tracking and evaluations  and
personnel performance standards.

Oversight in Authorized States

     there che authorized State is che lead agency, Che Region is responsible  for
developing a consistent oversight approach chat provides a rational mix of
incentives and sanctions for performance against che criteria.  This approach  muse
be delineate clearly in che Memorandum of Agreement or other Regional-State
agreements so chat response actions are both predictable and effective.

                                       - 29 -

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     ttiere che State consistently meets che performance criteria, che Regional
Office will reduce the degree of oversight to levels appropriate co che r.eed
for that State.  For example, if the State's inspections follow cne established
procedures and are always thorough and well documented, the Region may reduce
the nunber of oversight inspections.  Additionally, where performance has been
demonstrated to be of consistently high quality, the Region may reduce the fre-
quency and scope of performance reviews.

     Where the State fails to meet the performance criteria, the Regional Office
will initiate corrective action.  The primary emphasis of corrective action will
be on meeting the enforcement, permits, closure, and corrective action criteria
and maintaining an equivalent program,  there a State has problems meeting
those criteria, the Region will take a more rigorous look at how the State is
handling certain of the management criteria, such as effective use of resources
and training of staff.

     In some cases, failure to meet the criteria will trigger a direct EPA action.
This is particularly true in the enforcement area, where EPA has the authority
under S3008(a)(2) to bring Federal enforcement action if the State action is not
timely or appropriate.  The criteria in Fart II define "timely and appropriate"
and establish a system of escalating enforcement actions based on the seriousness
of the violation (e.g., Class I violations) and the available authorities (e.g.,
administrative penalty authority).  Lack of confoxmance to these criteria will
trigger EPA involvement.

     EPA may also take direct action in response Qo State-prepared permits that
are inconsistent with *±e authorized State pennit regulations.  EPA will prepare
comments in writing to the State for all permits designated for EPA review
through the specific Regional/State Memorandum of Agreement.  Based on 40 CFR
§271.19, comments reflecting requirements of the authorized State program are
enforceable by EPA, even if not included in the final State-issued pennit.

     For the remainder of the criteria, the response will depend on the pattern
of the performance evaluated through program monitoring and the mid- and
end-of-year reviews,  there failure to meet a criterion has a minor impact on
the overall quality of the State's program, the Regional Office may slightly
increase oversight or urge the State to modify a procedure,  there a State
consistently falla selected criteria and show little intent to correct the
situation, stronger actions are called for.  This should include award of
conditional grants and quarterly or semi-annual release of the funds,  directly
linked to perfoxmsnce.  Listed below in roughly ascending order are examples
of responses to failure to meet the criteria.  These responses are not mutually
exclusive.

     • Suggest a minor change to State or Regional procedures (e.g., a
       change to filing procedures to improve availability of enforcement
       information.)
                                    - 30 -

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     * Provide t*yhn*'*al assistance (e.g., provide training 'on drafting
       groundwatsr corrective action provisions 00 State permit writers).

     * Slightly increase oversight (e.g. , where file review indicate
       inspection checklists are not being properly .completed . increased
       nunbec of oversight inspections or file reviews may be appropriate) .

     0 Raise performance issues to higher level of management both at
       Che Region and State (e.g., include as agenda item on routine
       RA/ State Director meetings) .

     0 Revise future work program (e.g. , add additional grant conditions
       requiring program management changes designed co correct problems
       with meeting performance criteria) .

     0 Greatly increase oversight (e.g., overview more permits where State
       consistently drafts permits not in accord with state regulations) .

     9 Award conditional grants or revoke a State's letter of credit (e.g.,
       where States consistently fail to take timely enforcement actions,
       future grant awards should to tied 00 improved performance).

     Consistent with the Policy on Performance-Based Assistance (May 31, 1985),
EPA- will award conditional grants and release them on a quarterly or semiannual
basis, where a consistent pattern of problems has developed for an individual
State.  Release of subsequent increments should be conditioned on correcting
performance deficiencies.

     there a State consistently fails to follow through on the corrective
actions agreed upon, or the State's legal authorities are no longer equivalent,
EPA may initiate withdrawal of the State1 s authorization.  The criteria for
withdrawal of the program are outlined in 40 CFR S271.22.

Oversight of Regional Office

     there the EPA Region has responsibility for a portion or all of the
      ona waste program because the State is not authorized, the Region
must meet the performance criteria listed in Part II and follow the general
principles on Regional actions outlined in this Part.  The Regional perform-
ance standards against which Regional job performance is measured should
reflect the Pact IX criteria*  The annual program reviews conducted by
Headquarters ia each Region will address the criteria, and Headquarters
may increase oet-Seerease Regional oversight baaed on Regional performance.
     In summary? these criteria form the basis for a dynamic evaluation pro-
cess.  They establish goals toward which the implementing agency, either the
Regional Office or an authorized State, must work.  Evaluations of Regional
and State programs should identify' strengths. such as areas of effective
Implementation, as well as problems, such as training needs.  EPA then can
focus its assistance efforts on disseminating effective implementation stra-
tegies and on resolving problem areas.


                                         - 31 -

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TIME.NE FOR  ENFORCEMEN ' ACTONS


      HIGH  PRIORITY VIOLATIONS

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                            ••«•
                CLASS  I   .VIOLATIONS
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                           COMPLIANCE  FOKMUUS

 INTRODUCTION

      EHA will  use two types of  formulas to track compliance.   The  first
 compliance  formula tracks  tne progress of a fixed universe of  Handlers'
 returning to  compliance  over time.  The purpose of tms  formula  is  to track
 the KeyIons'  and States'  success  in orinyiny nandlers  «itn Class  I  violations
 into compliance.

      The second  compliance  formuta  tracks tne percentage of handlers witn
 Class I violations at tne oeyinniny and middle of tne  fiscal  year.   The
 purpose of  tnls  formula  is  to take  a snap snot of tne compliance rate at a
 point in time.

      These  formulas will oe applied  to  nandlers with all  types of Class I
 violations, as well as to nandlers witn particular types  of Class I  violations,
 e.y., yround-water monitoring or closure/post-closure violations.

 COMPLIANCE  FORMULA A - PXQUHESS UF HANDLERS RETURNING TO  COMPLIANCE

      At any point  in time,  handlers  found to nave Class  I
 violations  fall  into one of tnree categories:

      1.   returned to compliance;
      2.   on a compliance scnedule and  meeting scheduled  milestones;  or
      3.    oenind tne compliance scnedule  or not yet on a  schedule.

      Compliance  Formula A is  designed to  snow  the movement  of a fixed
universe  of  nandlers witn Class I violations from Categories  Z and 3  Into
Cateyory  1.   EPA will  use tne compliance  formulas to compute  tne percentage
of nandlers  1n eacn of tnese  categories eacn quarter.  (Handlers with new
violations discovered  eacn  quarter will represent a  new universe and will
oe tracked separately.)   Table I Illustrates these  formulas.
                                  TAMLI  i - cainmct FUMHUIA
          FOMIA Al — NAMJUAS KCTUMK0 TO CONPilMCi
 Hand tors in Caapllanco   Hsndtors In Conpllanca   Himlort la
 on oocasaor Ji          on aarcn 31	•        on Juno 3U
 T3n3Tors™»Ttn~CTassi^   T5ndTers™»TtE"CTa1s1sT"""  mnsiors «»t« ciass I     Handlers »itn class i
 violations on Octooor I   Violations on Octooor 1   violations on uctooor 1    violations on Octooer 1
          FOMUU At — NMBkllS ON CONPUANCI SCMOWUS
 Hindlors on ScMdulo     Handlers on Scnodvlo     Nindlors on Scnodwlo      Handlors on Scnotfulo
                       on Karen 31	    on Juno 30	    on SsBtoaur in
                                            lianaisrs «v
      . ¥ttn CTassl     Nansiors «un Class I    Handlers •unciasi  l     Handlers
 violations on uctaoor 1  violations on Octooor 1   violations on Octooor I   Violations on Octooor 1
                                                                  of


CUMPllANCE FUMMULA A3 — NA*Jl£RS SCrtlW SChCUUL£/UM W XMCflULf
 Nanolors aonlno Scnooulo  Handlers ttontno Scnooulo  Nanolsrs Honlnd ScAsdulo   Handlers
                 .31    im Scnodulo on nar 31    im Scnoaulo on Jun au     /an r^ij
                 T™^ Mandlors «Uh Class I    MMiors »ttn ciass i     HanUif.^
       •un Cuts  I    HandUrs •<» Class I    MMiors m\ut Class I     Hanwir.'t ««ta
 violations on Octooor i  violations on Octooor 1   violations on October 1    violations e«
                                                                   Of


                                        - 34 -

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                                                                               • (con
     Table II below  is an example of the application of Compliance Fomula A.
This example Illustrates tracking for only one universe of Handlers, a group
o£ ISO handlers out of compliance on Octooer 1, 19XX.
                            TABLE II -• SCAI*PL£ OF FOPWLA A
                                    i
Category                   Dac.31     Mar.31    Jun 30    Seo 30

Returned to compliance
(Compliance Fonaula Al)     20%        30%       40%       SOI

On schedule
(Compliance Fonwla A2)     50%        30%-       20%       40% *

No schedule or behind
schedule
(Compliance Formula A3)

TOTAL
     In this example, by the end of the first quarter, 30 of the 150 handlers (20%)
have returned to compliance, 75 (50%) are on schedules to achieve compliance, and
45 (30%) either do not have a schedule yet or are behind schedule.

     By the end of the second quarter, IS nere of the) 150 handlers have
reached compliance, for a total of 45 (or 30%> handlers in compliance.  Forty-five
handlers (30%) are on schedule to reach oanpliance and 60 (40%) are either
behind schedule or do not have a schedule.

     The value of this type of tracking system is that one can follow the
progress of a fixed universe of handlers over tine until all come into
compliance.


           raSMlLA B - GCN9UAHCK RATE *T A POINT IN TIMK
     The second •^•rlT will take a "snapshot* of handlers with Class I
violations at the aiddle (March 31) and at the end (September 30) of
fiscal year.  The fooula looks at all handlers out of compliance on those dates
as a factor of the* matter of handlers that haws been evaluated.  To compute
the total number of handlers out of compliance, SUB the nutter of handlers
on a compliance ^chenille, behind schedule, or on no schedule for all violators.
The number of handlers evaluated includes all handlers that have received
inspections and/or record reviews.  Table ZZZ below illustrates Compliance
Formula B.
                                    - 35 -

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                                                                    APPENDIX 3  (conc'd)
                  TABLE III — COMPLIANCE PORMJIA B AND EXAMPLE
Handlers with Class I                       Handlers vich Class  I
Violations on March 31                      Violations on Sept.  30
local Number of Handlers                    local Number of Handlers
Evaluated                                   Evaluated

   Handlers with Class I Violations:              Mar 31          Sept 30
On compliance schedule (Formula A2)
Behind schedule/ no schedule (Formula A3)

Total Number of Handlers Evaluated co Date
Percent in Compliance
1000
500
1500
3000
50*
1370
1150
2520
4500
44%
     In this example, of the 3,000 handlers evaluated as of March 31, 1,500
have Class I violations.  The compliance rate is 501.  As the State inspects
more handlers, completes more record reviews, and conducts more in-depth
inspections, they find more Class I violations.  As of September 30, of the
4,500 handlers evaluated, 2,520 have Class I violations.  The compliance
rate decreases to 44Z.

     The change in the compliance rate from one period to another must be
analyzed on a case-by-case basis to properly interpret the situation.
A decrease in the compliance rate does not necessarily mean that a State's
performance is becoming less effective.  In fact; it may mean that a State's
performance is improving.  The State may be finding more Class I violations
because they are looking at handlers more closely.  On the other hand, a
decreasing trend in the compliance rate may mean that the State is finding
violations, but not taking timely and appropriate enforcement actions to
bring handlers into compliance.  Because of this, EPA will not use this
compliance rate alone to judge a State program, but will base its Judgment
of the quality of the program on the overall Scace program.
                                      - 36 -

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