3   UNITED STATES ENVIRONMENTAL. PROTECTION .AGENCY

"V**1* .«^                      WASHINGTON DC  204GO
                                                              OPKICE OH V»ATEn / NO
                                                              HAZARDOUS MATERIALS
                                                 PROGRAM REQUIRFMENrS MEMORANDUM
                                                 PRMi?  79-8
   SUBJECT:   Small Wascewater Sy seems

   FROM:      John T.  Rhett,  Deputy Assistant Administrator
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limited conveyance systems serving clusters of households and small
commercial establishments and pressure and vacuum sewers.  These
alternative sewers are bpecif icclly exempted fnr.i the collection sewer-
interceptor designations when planned for small communities and are not
subject to the collection system policy.  These systems also include
other treatment works which employ alternative technologies listed in
Appendix E, 40 CFR 35, and serve communities of 3,500 population or less
or the sparsely populated areas of larger communities.

     A conventional system is a collection and treatment sysrem consisting of
minimum-size  (6 or 3  inche's) or larger gravity collector sewers, normally with
manholes, force mains, pumping and lift stations and  interceptors leading to
a central treatment plant employing conventional concepts of treatment as
defined in Section 5, Appendix E, 40 CFR 35.

     Small alternative wastewater systems may  be publicly o»- privately owned.
Privately owned systems  (called "individual  systems"  in  the Act and 40 CFR 35)
may  serve only one or more principal residences or small commercial establish-
ments.  Publicly  owned systems may serve one or more  users.  Perpetual or
life-of-project easements or other binding  convenant  running wth the  land
affording complete access to and  control of wastewater treatment works on
private property  are  tantamount to ownership of such  works.

     High wastewater  user costs exceeding  $200, $300, and  even $500 annually
for  households  in some communities under  10,000  in population  have resulted
from debt retirement  costs  for  rew collection  systems or from  high ope,-tion
and  maintenance  costs of new sophisticated plants.   Extremely  high cost
projects  have culminated in  political  upheaval,  refusal  to connect  into  or
to  pay after connecting  into central  sewers, violence at public meetings,
requests  for injunctions,  and  filing  suits against  several  parties,  including
EPA.  In  most cases,  all of the feasible alternatives were not considered  in
 the cost-effectiveness analysis and  some systems  were overdesigned  by using
 inflated  population projections and  excessive water  usage  data.  In  the past,
 it has been difficult during facility plan review to pinpoint  those  projects
 that have severe financial  impacts.

      Previous policy and facility planning guidance have called for verification
 by the grantee that that community is able to raise the local  share.   PRM 76-3
 requires the estimated operation and maintenance and debt retirement costs to
 each user to be  presented in clear, understandable terms at the facility
 planning public  meeting.  In his letter of December '30, 1976,  the Administrator
 asked the Regional Administrators to pay careful attention to facility plans
 where average local  debt retirement costs  per household exceed 1 percent of
 annual median income and for which local debt retirement costs plus operation
 and maintenance  costs exceed 2 percent.

      Guidelines  modifying the 1  percent to  2  percent guide have been  included
 below to assist  in identification of expensive projects for further analysis.
 We  are preparing a format with instructions for municipal officials and State
 and Federal  reviewers to use to  determine  the size of project the municipality
 can afford  using readily available local  financial data.

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     Loan and grant programs of several Federal agencies for construction of
wastewater treatment works  in tne past usually have been handled individually
with little coordination among the agencies.  This has resulted in unnecessary
paperwork, duplication, federally imposed administrative burdens, construction
of inappropriate or too sophisticated, costly  facilities, fostering of
development on rural land, and poor structuring of local share debt financing.

     Under the Interagency Agreement for Rural Water and Sewer Projects,
Environmental Protection Agency (EPA), Farmers Home Administration (FmHA),
Economic Development Administration (EDA), Housing and Urban Development (HUD),
and Community Services Administration (CSA) will coordinate their efforts to
improve the delivery of Federal water and sewer programs to rural and semi-rural
communities.  Major features include:

     "Emphasis on alternatives that may have lower per capita capital and
      operating costs and require less sophisticated technology and skill
      to operate than conventional collection and treatment facilities;

     °A regular exchange of information among the agencies involved in
      funding the project,  including meeting periodically and using the
      Federal Regional Councils;

     °The facilitating of application end disbursement of funds for rural
      water and sewer projects and informing communities of the range of
      funding and other assistance available to them;

     °The establishment of  a universal data base for national wastewater
      disposal and treatment needs;

     °The more efficient use of the A-95 process of review by clearinghouse
      agencies;

     "Use of the same criteria to evaluate  the financial impact of the pro-
      posed system upon the community;

     "Coordination of the review of facility plans between EPA and FmHA and
      use of the plans by FmHA as their feasibility report to the extent
      possible;

     "The demonstration of  compliance with  Federal requirements under specific
      statutes only once when communities are  using funds from more than one
      program with identical compliance requirements.  Where agency regulations
      differ in compliance  requirements, agencies will work together to ensure
      individual or coordinated review as appropriate.

     Facility planning in some small communities with unusual or  inconsistent
geologic  features or other  unusual conditions  may require house-to-house
investigations to provide basic information vital to an  accurate  cost-effectiveness
analysis  for each particular problem area.  One uniform  solution  to all
the water pollution problems in a planning  area is not  likely and may not  be
desirable.  This extensive  and time-consuming  engineering work will normally

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result in higher'planning costs rfhich are expected to be justified by the
considerable construction and operation and maintenance cost savings of small
systems over conventional collection and treat-menl works.

     Though house-to-house visits are necessary in some areas, sufficient
augmenting information may be available From the local sanitarian, geologist,
Soil Conservation Service representative or other source to permit preparation
of the cost-effective analysis.  Other sources include aerial photography and
boat-carried leachate-sensing equipment which can be helpful in locating
failing systems.  Detailed engineering investigation, including soil profile
examination, percolation tests, etc., on each and every occupied lot should
rarely be necessary during facility planning.

III. Policy

     A.   Funding oF Publicly and Privately Owned Small Alternative Wastewater
          Systems

          1.   Minimum Standards and Conditions

               The Clean Water Act and the regulations implementing the Act
          impose no restrictions on types of sewage treatment systems.  These
          alternative systems are eligible for funding for State approved
          certified projects when the following minimum standards and
          conditions are met:

               a.   For both publicly and privately owned systems, the
                    public body must meet the requirements of 40 CFR 35.918-1
                    (b), (c), (e) through (j); 35.918-2 and 35.918--3.

                    A comprehensive program for regulation and inspection
               of these systems must be established prior to EPA approval
               of the plans and specifications.  Planning for this compre-
               hensive program shall be completed as part of the facility
               plan.  The program shall include, at a minimum, the
               physical inspection of all on-site systems in the facility
               planning area every three years with pumpouts and systems
               renovation or replacement as required.  The program shall also
               include, at a minimum, testing of selected existing potable
               water wells on an annual basis.  Where a substantial number
               of on-site systems exist, if necessary, appropriate
               additional monitoring of the aquifer(s) in the facility
               planning area shall be provided.

                    For privately owned systems the applicant must demonstrate
               in the facility plan that the solution chosen is cost-effective
               and selected  in accordance with the cost-effectiveness
               guidelines for the Construction Program,  (Appendix A,
               40 CFR Part 35).  These systems'are not eligible for a
               15 percent cost preference for  the alternative and innovative
               processes and techniques in the cost-effectiveness analysis.
               Publicly owned systems, however, are eligible for  the' 15  percent
               cost preference.

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    b.   In addition to the conditions in paragraph A.I, privately
         owned syster.s miist meet the requirements of 40 CFR 35.918-1 (a)
         and (d) and the following.

         (1)  Provide facilities only  For principal residences,
              (see 40 CFR 35.918(a)(2)) and small commercial
              establishments  (i.e., those with annual or seasonal,
              if not operated throughout the year, dry weather flows
              of less than 25,000  gpd  and more than one user
              equivalent per  day;  e.g. 300 gpd).  Not included
              are  second homes, vacation or recreation residences;

          (2)  Require commercial users to pay  back the Federal
              share of  the cost of construction  with no moratoriumt
              during the industrial cost recovery  study.   The
              25,000 gpd exemption does not apply  for those
              commercial establishments;

          (3)  Treat  nonprofit and  non-governmental  institutional
              entities  such  as  churches,  schools,  hospitals  and
              charitable organizations, for  purposes of  this special
              authority, generally the same  as small commercial
               establishments.


2.   Other Eligible and  Ineligible  Costs

     In addition to the costs identified  in  the Construction Grants
Regulations, 40 CFR 35.918-2, the following  costs are also grant
eligible:

     (a)  Vehicles and associated capital  equipment required for
          servicing of the systems such as septage pumping trucks
          and/or dewatered residue haul vehicles.

          (1)  Vehicles purchased under the grant must have as
               their ^ol_e purpose, the transportation of liquid or
               dewatered wastes from the collection point
               (e.g., holding tanks, sludge-drying beds) to the
               treatment or disposal facility.   (Other mobile
               equipment is allowable  for grant  participation as
               provided for on pages VII-12 and  13, "Handbook of
               Procedures, Construction Grants Program for Municipal
               llastewater Treatment Works.")

           (2)   If  vehicles or equipment are purchased the
                grantee  must maintain property  accountability  in
                accordance with OMB Circular A-102  and 40 CFR  30.810.

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     (b)  Septage treatment  plants (eligible for 85 .percent
          grant funding as part of an alternative system).

     (c)  Planning for establishment of small  alternative
          wastewater systems management districts, including public
          hearings to discuss district formation.  The "mechanics"  of
          establishing the districts such as legal and other costs  for
          drafting of ordinances and regulations, elections, etc.,  are
          a normal function  of government and are not grant eligible,
          (Construction Grants Program Handbook of Procedures,  VII-6).

     (d)  Rehabilitation, repair or replacement of small  alternative
          wastewater systems as provided for by 40 CFR 35.908(c).


3.   Grant Funding of Small  Alternative Mastewater Systems

     Small alternative wastewater systems are eligible for 85 percent
grants; 75 percent of the Federal grant may be funded from the
4 percent set-aside.  The 10 percent grant increase must be funded
from the 2 percent set-aside (3 percent in FY 1981).   The 10 percent
grant increase can alsc be applied to small alternative wastewater
systems where 4 percent set-aside funds are not available (i.e.,
in States where there is no 4 percent set aside or States where
4 percent set-aside funds have been depleted).

4.   Use of Prefabricated or Preconstructed treatment Components

     The use of prefabricated or preconstructed treatment components
such as septic tanks, grinder pump/tank units, etc., normally is
more economical than construction in place and should be carefully
considered.  In the case of very small systems, prefabricated or
preconstructed units should in most instances be the most cost-
effective.  For somewhat larger systems of standard design,
prefabricated or  preconstructed units may also be cost-effective and
should  be carefully considered in the facility plan.

5.   Useful Life  of Small Alternative Wastewater Systems

     Whenever conditions permit, these alternative treatment works
including soil absorption systems, shall be'designed to ensure a
minimum useful life of  twenty years.

6.   Comparison of Small Alternative Wastewater Systems with
     Collection Systems  in Cost-Effective Analysis

     The  present  worth  of small alternative wastewater systems for
future  development permitted by the cost-effectiveness guidelines,
(40 CFR 35, Appendix A) may be compared with  the  costs of alternative
and conventional  collection systems for the same  planning area.  In
each instance  both eligible and  ineligible costs  shall be considered
including service line  costs from residence to collector, connection
fees and  service  to  the on-site units.

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IV.  Determination of the Economic Impact of the Project
                           i
     When total user charges for wastewater treatment services, including
debt service and operation and maintenance, for the average user in the
service area, exceed the following percentages of annual household
median incomes:

          1.50 percent when xhe median income is under $6,UOO;
          2.00 percent when the median income is between $6,000-510,000;
          2.50 percent when tne median income is over $10,000.

the projects shall be considered expensive and shall receive further intensive
review to determine, at a minimum:

     1.  the adeauacy and accuracy of the cost-effective analysis,
         particularly noting whether all the feasible alternatives
         have  been considered and if tne cost estimates are reasonable;

     2.  the soundness of financing of the local share, and

     3.  whether  the grant applicant has sought out all the sources of
         supplemental funding.

 (Costs of an expensive project  can sometimes be reduced by additional facility
 planning effort,  including reduction in  scope.)

     A format,  instructions and criteria for determination of  the  financial
 capability  of  the public  body  to carry the debt load of a new  project are  being
 prepared and will  be promulgated at an early date.  This process will be
 tailored for the  use of municipal authorities and  State and FPA reviewing
 officials.

 V.   Interagency  Coordindtion  and Streamlining  the Review and  Approval  of  Grants
      or  Loans  for Construction of Wastewater Treatment  Works  in Sparsely Populated
      Communities

      A.    Coordination  with  Farmers  Home Administration (FmHA)

           Communities  should  be encouraged to  contact  FmHA  during  the  development
      of  their  facility  plans  to receive  informal  comments  before  the plans are
      finalized and submitted  for review.

           Upon receipt  of State certified  facility plans  for  communities under
      10,000 population,  the Region  shall send  a copy of each  plan to State
      FmHA  officials for their review concurrently with regional review.  FmHA
      will  provide comments normally within 30 days to  the Region  on the
      financial capability of the community to carry the project,  the structuring
      of the local share debt,  the viability of the selected alternative and
      other matters in which FmHA is interested.  Trte comments are for each
      Regional  Administrator's information and appropriate action, if received
      within the 30-day period.  They are not FmHA's official  comments to the
      community on its plan.   Close cooperation between FmHA and regional
      reviewers is encouraged.   For States which are delegated final facility
      plan review, the above coordination shall be between the State and State
      FmHA officials.

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     B.    Exchange of .Information Aniong FmHA.  HUD.  EDA, CSA and EPA Through
          Joint Meetings

          The agencies shall  meet periodically during the year using the Federal
     Regional Councils.   Meetings shall be initiated by any of these organizations
     and one of these meetings will take place at least 120 days before the
     beginning of each new fiscal year.  These meetings may include:

          1.   Review of status of projects being jointly or concurrently
               funded;

          2.   Discussion of future projects in common;

          3.   Exchange of information on current and new administrative
               or substantive procedures or requirements; and

          4.   Review of action items such as:

               a.   One year priority or project lists to identify
                    combined funding possibilities;

               b.   Existing project lists to identify overlapping
                    projects or funding; and

               c.   Construction and inspection schedules to identify
                    areas of coordination.

               Regular meetings between respective state-level agencies
are encouraged for similar purposes of coordination.

     C.   Encouragement of Alternatives to Conventional Collection and
          Treatment of Wastewater

          Alternatives to conventional wastewater collection and treatment
     facilities  that may have lower per capita capital, operating and main-
     tenance costs and require less sophisticated technology and skill to
     operate shall be encouraged.

     D.   Provision of Funding and Other Assistance  Information to Small Communities

          Regional offices and other sources will provide, on request, information
     on the  range of funding and other assistance for  rural sewer projects.
     Technical information may be  obtained from the  Environmental Research
     Information Center (ERIC), Cincinnati, Ohio 45268, telephone number
     (513)  684-73S4, or the Small  Wastewater Flows Clearinghouse, West
     Virginia University, Morgantown, West Virginia  26506, telephone number
     (800;  624-8301.

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E.   Establishment of a Universal Data Base for National Wastewater Disposal
     and Treatment Needs

     The EPA biennial Needs Survey will be used as the initial data base for
all agencies involved in funding rural facilities.

F.   More Efficient Use of the A-95 Process of Review
     .-•
     Notification of intent to apply for grant funds submitted to A-95
clearinghouses should indicate the intention to apply for joint or combined
•funding and identify the prospective assisting agencies.

     The A-95 agency needs to conduct only one review of the actual project
for each plan of study and Step 1 grant (except, for special circumstances)
which will meet the requirements for all agencies involved.

     The use of the A-95 process and Water Quality Management Planning
process under section 208 to identify projects that may be eligible for
funding should be promoted.

     Regions should encourage the clearinghouses  to use the A-95 process
to evaluate the rural and urban impact of jointly funded projects.

6.   Acceptance of One-Time Demonstration or Assurance of Compliance with
     Federal Requirements for Jointly Funded Projects

     The Regions and States where responsibility  has been delegated slTould
accept evidence of compliance wHh requirements of the following when they
apply in an identical manner to  the programs of each agency:

     1.   Uniform Relocation and Real Property Acquisition Policies
          Act of 1970;

     2.   Civil Rights Act of 1964; Civil Rights  Act of 1968;
          Executive  Order No. 11246;

     3.   Davis-Bacon  Fair Labor Standards Act;

     4.   The Contract Work Hours Standards Act;

      5.   The Copeland  (Anti-Kickback)  Act;

      6.   The Hatch  Act;

      7.   The Coastal  Zone Management Act of  1972;

      8.   The Archaeological and Historic Preservation  Act of 1974;

      9.   The National  Flood  Insurance Act  of  1968,  as  amended by  the
           Flood  Disaster Protection  Act of  1973,  and  regulations  and
           guidelines issued  thereunder;

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          10.   The  Wild  and  Scenic  Rivers Act  of  1968;

          11.   The  Endangered  Species  Act of 1973;

          12.   The  Clean Air Act;

          13.   Executive Order No.  11988 on floodpldins management;

          14.   Executive Order No.  11990 on wetlands  protection;

          15.   The  National  Historic Preservation Act of  1966,  and
               Executive Order No.  11593;

          16.   The  Safe Drinking Water Act of  1974.

          Further guidance in  this  area will be issued after detailed review
     and discussion by all agencies of regulations and requirements  imple-
     menting each of the above statutes.

VI.  Implementation

     This policy should be emphasized through  Step 1  preapplication  conferences,
contacts through municipalities and the States and reviews of Steps  1 and 2
grant applications.  This PRM is effective  for facility plans started after
May 31, 1979, except as follows:

     a.   The determination of economic impact is applicable to facility
          plans review commencing 90 days  after issuance of this guidance.

     b.   Review of facility plans by FmHA  should commence on facility
          plans received for review 60 days  after issuance of this guidance.

     c.   Joint meetings to exchange information using the Federal  Regional
          Councils should commence prior to May 31, 1979.  At least one of the
          future meetings should take place at least 120 days before the
          beginning of each new fiscal year that follows.

     d.   The more efficient use of the A-95 review above shall commence
          as soon as practicable, but not later than Kay 31, 1979.

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