&EHV
United States           Office of Information        March 2002
Environmental Protection      Analysis and Access
Agency
       EMERGENCY PLANNING AND COMMUNITY
           RIGHT-TO-KNOW ACT SECTION 313
           EPCRA/TRI TRAINING MATERIALS
                   Reporting Year 2001
                       Spring 2002
                   Module 3 :TRI Update

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                         TRAINING DISCLAIMER
      This document was developed for the sole purpose of helping potential reporters
understand and comply with the reporting requirements of section 313 of the Emergency Planning
and Community Right-To-Know Act (EPCRA).  Nothing in this document is intended to
independently alter, supplement, or revoke the statutory and/or regulatory requirements imposed
by EPCRA section 313 and the applicable regulations at 40 CFR 372 et seq.  Although these
training materials provide an overview of the section 313 reporting requirements, facilities should
consult the statute and regulations when developing threshold determinations and calculating
releases and other waste management amounts. Facilities should be aware that EPA also provides
guidance documents containing both sector specific guidance and guidance on specific elements of
the EPCRA section 313 program. Covered facilities are encouraged to consult these guidance
documents for additional assistance.  Facilities may also receive specifically  for Reporting Year
2001, for reports due on July 1,2002. Facilities should be aware that EPA may promulgate
regulatory changes to the EPCRA section 313 program that may alter reporting requirements for
future reporting years.

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             TRI UPDATE
             TRI UPDATE

TRI expansion
Chemical list changes
Reporting form changes
Guidance
Form R submissions/revisions
                                       N-2

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          INDUSTRY EXPANSION


In 1997, TRI added seven new industries (metal mines,
coal mines, electricity generating facilities, petroleum
bulk terminals, chemical distributors, solvent recyclers, &
hazardous waste treatment and disposal facilities)

 • First Form R reports were due by July 1,1999 (for RY '98)

 • EPA has prepared guidance documents for specific
   industries

 • New supplier notification requirements for facilities in SIC
   codes 20-39

 • EPA revised definition of "otherwise use" to include on-site
   disposal, stabilization (without subsequent distribution in
   commerce), or treatment for destruction of wastes received
   from off-site

                                                  N-3
          INDUSTRY EXPANSION
EPA considering petition to add SIC code 45,
Transportation By Air (February 10,1998; 63 FR
6691)

 •  EPA also considering modification to the motor vehicle
   exemption and other exemptions
                                                  N-4

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       CHEMICAL LIST CHANGES
Phosphoric acid deleted, effective RY1999

Chromium compounds qualifier added: (except for
chromite ore mined in the Transvaal Region of South
Africa and the unreacted ore component of the chromite
ore processing residue (COPR)) (May 11,2001)

Vanadium (except when contained in alloy) and vanadium
compounds added, effective RY 2000

Certain PBT chemicals added, effective RY 2000, in the
PBT final rule (October 29,1999; 64 FR 58666)
                                              N-5
     CHEMICAL LIST CHANGES
 Final rule designates lead and lead compounds as
 PBT chemicals (January 17,2001; 66 FR 4500)

  • Lead (except when contained in stainless steel, brass and
    bronze alloys): 100 pound threshold

  • Lead compounds: 100 pound threshold

  • Reporting begins RY 2001, Form R reports due by July 1,
    2002
                                              N-6

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       CHEMICAL LIST CHANGES
Proposal to add diisononyl phthalate (DINP)
category, a plasticizer (September 5,2000; 65 PR
53681; extension of comment period to February 2,
2001 - November 21,2000; 65 PR 69888)
                                               N-7
      REPORTING FORM CHANGES


New for RY 2000
 •  New Federal Information Processing Standards (PIPS)
   codes for Section 6.2 transfers to foreign countries
 •  New identifier (check box) for GOCOs (government owned
   contractor operated facilities)
 •  New section for distribution of each member of the dioxin
   and dioxtn-like compounds category In Part II, Section 1.4
 •  New option to check "Processing as an impurity" in Part II,
   Section 3.2
 •  First SIC code box identified as primary SIC code


                                               N-8

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                   GUIDANCE

New TRI guidance documents for the following
industries:
 •  Presswood and Laminated Products Industry
 •  Rubber and Plastics Manufacturing
 •  Printing, Publishing and Packaging Industry
 •  Textile Processing Industry
 •  Leather Tanning and Finishing Industry
 •  Semiconductor Industry
 •  Spray Application and Electrodeposition of Organic
   Coatings
 •  Food Processors

                                                      N-9
                   GUIDANCE
   Aqueous Ammonia
   Dioxin and Dioxln-like Compounds Category
   Chlorophenols
   Certain glycol ethers
   EBDC
   Hydrochloric acid aerosols
   Lead and Lead Compounds
   Mercury and Mercury Compounds
   Nicotine and Salts
   Nitrate compounds
   Pesticides and Other Persistent Bioaccumulative Toxic (PBT)
   Chemicals
   Polychlorinated alkanes
   Polycyclic aromatic compounds
   Strychnine and salts
   Sulfurlc acid aerosols
   Wafarin and salts                                    N-10

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       TRI REPORTING SOFTWARE
For the Reporting year (RY) 2001, EPA is distributing
two types of reporting software to assist facilities in
reporting to the Toxics Release Inventory (TRI).

The TRI-Made Easy (TRI-ME) Reporting Software was
distributed to a limited number of facilities for a pilot
in RY 2000.  It is now available to all facilities for RY
2001.

The Automated TRI Reporting Software (ATRS) is the
traditional reporting software that has been
distributed by EPA for a number of years.

For RY 2001, facilities may report using either ATRS
or TRI-ME; however, EPA plans to transition from
ATRS to TRI-ME in the near future.
                                                N-11
       TRI REPORTING SOFTWARE
Both ATRS and TRI-ME w\\\ be distributed via CD ROM to all
facilities that have reported to TRI in the last two reporting
years. The software will also be available to download from
EPA's website at www.epa.gov/fri.

The 77W-ME software is an interactive, Intelligent, user-friendly
software program that assist facilities In determining and
completing their TRI reporting obligations. In contrast, while
ATRS allows facilities to complete the Form Rs and As on their
personal computers, it provides much less guidance and
assistance.

Both TRI-ME and ATRS allow users to access and search the
TRI Assistance Library (TRIAL). TRI-ME is intelligently linked to
TRIAL so that the user can view pre-selected TRI definitions
and guidance from TRIAHhat are relevant to specific TRI-ME
screens.
                                                N-12

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COMPARISON OF TRI-ME VERSUS ATRS
                FOR RY2001
Guides the user through the process of determining
whether they must report based on their SIC code
and number of employees. Helps determine the
primary SIC code. (TRI-ME)

Guides facilities through process of determining
whether they exceed the chemical activity
thresholds. (TRI-ME)

Allows users to access and search TRIAL. (TRI-ME
& ATRS)

Intelligently linked to TRIAL. (TRI-ME & ATRS)

Allows users to load or import their facility
information and chemical names from RY1999 or
RY2000. (TRI-ME & ATRS)                     N-13
COMPARISON OF TRI-ME VERSUS ATRS

                FOR RY2001

Allows users to load or import their facility information and
chemical names from years prior to RY 1999. (ATRS)
Allows users to load or import their prior year quantitative
information on releases and waste transfers. (ATRS)
Guides facilities in completing the Form R and A by explaining
each element of the form through a questionnaire format.
(TRI-ME)

Allows expert TRI users to bypass most of the TRI-ME guidance
and directly enter the data into the forms (not applicable to
ATRS).
Allows users to directly enter data into the forms on a
computer screen. (TRI-ME & ATRS)
                                             N-14

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COMPARISON OF TRI-ME VERSUS ATRS

                  FORRY2001

Streamlines the completion of Form R, Part II, section 7a
information on waste treatment methods. (TRI-ME)

Prevents facilities from making common errors while
completing the Form R and A (TRI-ME & ATRS)

Checks (validates) the forms to identify critical and potential
errors that should be corrected before submitting the forms to
EPA. (TRI-ME & ATRS {some})

Allows users to print their forms on paper or to create a
diskette (using the same file format from RY 2000). (TRI-ME &
ATRS)

Allows users to submit their forms to EPA electronically over
the Internet via EPA's Central Data Exchange.  (TRI-ME)
                                                   N-15
     TRI MADE EASY (TRI-ME) (cont.)
TRI-ME is integrated with EPA's Central Data Exchange (CDX),
the Agency's central portal for environmental data

Registration- Pre-populates facility ID information, MyCDX
messaging

Security- Your information is protected by username and
password (and secret question/answer) that you create

User Support-1-888-890-1995

Provides burden reduction - saves time over conventional
submission methods using a freeware Internet browser

 •  Signed, TRI-ME generated paper certification still needs to be sent
   via US Postal Service, FedEx, etc.


                                                   N-16

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          TRI ASSISTANCE LIBRARY
  TRI Assistance Library (TRIAL) is with EPA's
  Automated TRI Reporting Software (TRI-ME/ATRS).
  TRIAL is a self-contained help system that includes:

   • Electronic versions, or links to electronic versions, of the
     statutes, regulations, executive orders, chemical-specific
     guidance documents, and industry-specific guidance
     documents
   • Keyword and full text search capabilities on these guidance
     documents
   • Links to the EPA websites, including EPA's homepage, TRI
     website, and other useful websites that will assist with TRI
     reporting

                                                 N-17
     FORM R SUBMISSIONS/REVISIONS


Reminder:
  To be included in the TRI Explorer version
  distributed with the most current TRI data release,
  voluntary revisions must be submitted by July 31 of
  the same year as the reporting deadline
                                                 N-18

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     FORM R SUBMISSIONS/REVISIONS


Reminder:
  Form R submitted to replace previously filed Form A
   •  Considered to be a late submission of a Form R and a
     request for a withdrawal of the previously filed Form A
   •  Do not check the revision box!
                                               N-19
           THRESHOLD GUIDANCE


Reminder:
  Section 313 chemicals coincidentally manufactured
  (including from exempt otherwise use activities)
  must be considered towards the manufacturing
  threshold
   • Acid aerosols and metal compounds manufactured as by-
     products of fuel combustion
                                               N-20

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           THRESHOLD GUIDANCE

Reminder:

• For threshold determinations, the definitions of
  "manufacture," "process," and "otherwise use" currently
  do not include Section 313 chemicals that are:
   •  Remediated
   •  Demolished
   •  Treated in wastes generated on site
   •  Stored
   •  Recycled on-slte for use on-site
   •  Transfers sent off-site for further waste management (not
     including recycling)

• These activities do not constitute threshold activities N-21
           EXEMPTION GUIDANCE
Reminder:

• Section 313 chemicals in gasoline used to refuel
  motor vehicles not operated by the facility are
  considered processed and do not qualify for the
  motor vehicle maintenance exemption

• Laboratory activities exemption only applies to
  certain activities that take place in a laboratory
                                                N-22

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         EPCRA SECTION 313
      LIST OF TOXIC CHEMICALS
  SECTION 313 LIST OF CHEMICALS
    AND CHEMICAL CATEGORIES
Current list contains over 600 individual chemicals
and chemical categories (ง372.65)
Dynamic, evolving list
 • Additions
 • Deletions
 • Modifications
Petition process to add or delete chemicals or forms
of chemicals
                                       0-2

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   SECTION 313 CHEMICAL QUALIFIERS
•  Qualifiers - Listed chemicals with parenthetic qualifiers subject
   to TRI reporting only if manufactured, processed, or otherwise
   used in specified form (ง372.25(g)). Below are some examples:
CHEMICAL	CAS#	QUALIFIER
Aluminum
Aluminum oxide
Asbestos
Isopropyl alcohol

Phosphorus
Saccharin
Sulf uric acid
Vanadium
Barium Compounds
7429-90-5     Fume or dust
1344-28-1     Fibrous forms
1332-21-4     Friable forms
67-63-0       Only manufacturers using strong
            acid process
7723-14-0     Yellow or white
81-07-2       Manufacture only
7664-93-9     Acid aerosols
7440-62-2     Except when contained in alloy
N040        Does not include barium sulfate
                                                      0-3
      CHEMICALS ADDED BY THE PBT
                CHEMICAL RULE
  Additions to TRI list effective January 1,2000,
  reports due July 1,2001
   •  Benzo(g,h,i)perylene
   •  Benzo(j,k)fluorene (fluoranthene) & 3-methylcholanthrene
     added as part of polycyclic aromatic compounds (PACs)
     category
   •  Octachlorostyrene
   •  Pentachlorobenzene
   •  Tetrabromobisphenol A (TBBPA)
   •  Dioxin and dioxin-like compounds category
   •  Vanadium compounds (not a PBT chemical)
                                                      O-4

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       CHEMICAL LIST DELETIONS
Phosphoric acid deleted - effective RY1999 (June
27, 2000; 65 FR 39552)

Chromite ore mined in the Transvaal Region of
South Africa and the unreacted ore component of
the chromite ore processing residue (COPR) deleted
- effective RY 2000 (May 11, 2001; 66 FR 24066)

Petitions to delete denied
 •  Methyl ethyl ketone (MEK)
 •  Methyl isobutyl ketone (MIBK)
 •  Acetonitrile
                                               0-5
    MODIFIED CHEMICAL LISTINGS


 Vanadium (fume or dust) is now vanadium (except
 when contained in alloy)
  • Effective RY 2000

 Ammonia

  ป Requires threshold determination and release and other
   waste management quantity calculations for aqueous
   ammonia from any source (i.e., anhydrous ammonia placed
   in water or water dissociable ammonium salts) be based on
   10% of the total ammonia present in aqueous solutions

  • Anhydrous ammonia - include 100% for thresholds and
   releases

    ป Including air releases from aqueous ammonia

  • Effective RY 1994
                                               0-6

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     MODIFIED CHEMICAL LISTINGS
Glycol ethers category

 •  Removed surfactant glycol ethers from category (July 5,
   1994; 59 PR 34386)

 •  Common glycol ethers still In category include:

      ป 2-Butoxyethanol (CAS # 111-76-2)

      ป DIethylene glycol monoethyl ether acetate
       (CAS # 112-15-2)

      ป DIethylene glycol monobutyl ether (CAS #112-34-5)

 •  Effective RY 1993
                                                   O-7
           NITRATE COMPOUNDS
Water dissociable nitrate compounds category

 •  For threshold determinations, use the weight of the entire
   nitrate compound
 •  Calculate only the weight of the nitrate ion portion when
   calculating releases and other waste management
   quantities
 •  Nitrate compounds are produced most commonly when
   nitric acid is neutralized

 •  Includes compounds like sodium nitrate, silver nitrate, and
   ammonium nitrate
                                                   0-8

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   DETERMINING THRESHOLDS FOR

          NITRATE COMPOUNDS

Example:

 • 20,000 pounds of nitric acid (HNO3) are neutralized with
   sodium hydroxide (NaOH) in an on-site wastewater
   treatment system. Perform a threshold determination for
   nitrate compounds (water dissociable; in aqueous
   solution):

   Assume:

    ป Neutralization 100% complete and generates sodium
     nitrate (NaNO,), which Is released to a waterbody

    ป Molecular weight (MW) of HNO, = 63

    ป MW of NaNO3 = 85

    ป 1 mole of HNO3 generates 1 mole of NaNO3
                                              O-9
   DETERMINING THRESHOLDS FOR
          NITRATE COMPOUNDS

Example (continued):

 Quantity of NaNO3 manufactured = quantity of HNO3
 neutralized x (MW of NaNOg/MW of HNO,)
 Quantity of NaNO3 manufactured = 20,000 Ibs. x (85/63)
 Quantity of NaNO3 manufactured = 26,984 Ibs.


 The 25,000 pound manufacturing threshold is exceeded!
                                              O-10

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     CALCULATING RELEASES FOR
         NITRATE COMPOUNDS


Example (continued):
 Releases are reported on nitrate ion (NO3~) basis. Calculate the
 quantity of nitrate ion (MW of NO3- = 62) released to a
 waterbody:
 Lbs. of NO3- =   Ibs. of NaNO3 x (MW of NO3-/MW of
             NaNO3)
 Lbs. ofNO3-=   26,984 Ibs. x (62/85)
 Lbs. of NO3- =   19,682 Ibs. (rounded to 20,000 Ibs.)
                                           0-11
    OTHER NON-METAL COMPOUND
              CATEGORIES

Consider the entire weight of the compounds in
these categories when determining thresholds

Include the entire weight of the compounds in the
category when calculating releases and other waste
management quantities for all compounds in these
categories
                                            0-12

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    XYLENE AND XYLENEISOMERS

If data do not specify o-, m-, or p- isomers of xylene,
calculate thresholds, release and other waste
management quantities based on "xylene (mixed
isomers)"
If data specifies o-xylene, m-xylene, or p-xylene
individually, calculate thresholds, release and other
waste management quantities based on the
individual isomers
 •  If thresholds are exceeded for more than one isomer,
   releases and other waste management quantities can be
   consolidated in one report as "xylene (mixed isomers)"
Same logic applies to cresol, toluene diisocyanates
                                               O-13
         ADMINISTRATIVE STAYS

No reporting required for the following chemicals
until further notice
 •  2,2-Dibromo-3-nitrilopropionamide (DBNPA)
   (CAS # 10222-01-2)
   ป Effective RY1995
 •  Hydrogen sulfide (CAS # 7783-06-4)
   ป Effective RY 1994
 •  Methyl mercaptan (CAS # 74-93-1)
   ป Effective RY 1994
                                               O-14

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                                   EXERCISE 5*
      CALCULATING RELEASES OF AMMONIA AND NITRATE COMPOUNDS
During the calendar year, a facility uses 200,000 pounds of nitric acid solution containing 50
percent (by weight) nitric acid (HNO3) in an etching operation. All of the nitric acid is eventually
transferred to an on-site treatment facility as part of an aqueous waste stream. The nitric acid is
neutralized with pure (gaseous) anhydrous ammonia (NH3). The facility uses an excess of
ammonia to assure complete neutralization to pH 8. During the calendar year, the facility used
30,000 pounds of ammonia. As a result of the treatment process, a nitrate compound, ammonium
nitrate (NHiNOs), is formed. The ammonium nitrate and any remaining ammonia are then
released to a waterbody.

Using the additional information below, complete questions a through d.

Assumptions

For simplicity, assume air emissions are zero.

Chemical Name                    Molecular Weights

Ammonium nitrate (NH4NO3)         = 80.04 Ib/lbmol
Ammonia (NH3)                    = 17.03 Ib/lbmol
Nitric acid (HNO3)                  = 63.01 Ib/lbmol
Nitrate ion (NO3')                   = 62.01 Ib/lbmol

Chemistry Fundamentals

Nitric acid (HNO3) and anhydrous ammonia (NH3) are  monovalent and react in a 1:1 ratio. One
mole of NHj is used to neutralize each mole of HNO3 treated. When neutralized with anhydrous
ammonia, nitric acid (HNO3) produces ammonium nitrate (NH4NO3) in a 1: 1 ratio. These
substances are monovalent, so for each mole of HNO3 neutralized, one mole of NH4NO3 is
produced.  As indicated in the following formula:
Therefore, 63.01 pounds of nitric acid reacts with 17.03 pounds of ammonia to produce 80.04
pounds of ammonium nitrate (which contains 62.01 pounds of nitrate ion).

a)  Based on the above scenario and information available, determine which Section 313
    chemicals would be subject to TRI threshold and release determinations.

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b)  Calculate the quantity of nitric acid applied towards threshold determinations and
    release calculations.
c)  Calculate the quantity of ammonia applied towards threshold determinations
    and release calculations.

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d)  Calculate the quantity of ammonium nitrate applied towards threshold
    determinations and release calculations.

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  ACID AEROSOL AND FUEL
  COMBUSTION REPORTING
           ACID AEROSOLS


Sulfuric acid/hydrochloric acid (acid aerosols
including mists, vapors, gas, fog, and other airborne
forms of any particle size)

Sulfuric acid listing modified, effective RY1994

Hydrochloric acid listing modified, effective RY 1995
                                      P-2

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     ACID AEROSOLS THRESHOLD
            DETERMINATIONS

Manufacture (e.g., acid aerosols manufactured from
non-aerosol acid solutions and as by-products of
combustion)

Processing (e.g., acid aerosol or a reaction product
is incorporated into a product for distribution into
commerce)

Otherwise Use (e.g., acid aerosol used, such as
spray application for etching, cleaning, neutralizing,
without incorporation into a product)
                                              P-3
     ACID AEROSOLS THRESHOLD
            DETERMINATIONS

 Closed-loop acid reuse systems (sulf uric and
 hydrochloric acid only)
  • Acid aerosol manufactured and otherwise used
  • Simplified method of estimating quantity for threshold
    determination:
  Total Amount of     +    Total Virgin Acid
  Acid In Reuse System       Added In RY
  - Amount Acid Aerosols Manufactured/Otherwise Used

  See EPA's Guidance for Reporting Sulf uric Acid (Ret. 1)
  and Guidance for Reporting Hydrochloric Acld(Re1.6) for
  specific calculations
                                              P-4

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   ACID AEROSOLS TREATMENT FOR
                DESTRUCTION

  Acid aerosols removed by scrubbers
  • Acid aerosols removed by scrubbers are converted to a
    non-reportable form
  • Report the quantity removed by the scrubber as treatment
    for destruction
                                                  P-5
ACIDS FORMED DURING COMBUSTION
Hydrochloric acid aerosols and hydrogen fluoride form during
the combustion of fuels/wastes containing chlorine and
fluorine

 •  See EPA's EPCRA Section 313 Industry Guidance:
   Electricity Generating Facilities (Ref. 2) for emission factors

Sulfuric acid aerosols form in stacks from combustion
processes of fuel oil, coal, and other sulfur-containing fuels

 •  Sulfur trioxide, a product of fuel combustion, can react
   quickly to form sulfuric acid in the presence of moisture

 •  See EPA's EPCRA Section 313 Guidance for Reporting
   Sulfuric Acid (Re1.1) for specific calculations
                                                  P-6

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               COMBUSTION

Section 313 chemicals may be coincidentally
manufactured during combustion of:
 •  Oil
 •  Coal
 •  Natural gas
 •  Waste
 •  Other materials
                                              P-7
   COMBUSTION - MANUFACTURING


Examples of manufactured chemicals:
 •  Hydrochloric acid aerosol, sulfuric acid aerosol
 •  Hydrogen fluoride
 •  Metal compounds and metals (e.g., vanadium compounds,
   mercury)
 •  Organics
 •  PBT chemicals such as dioxin, PACs, mercury
De minimis does not apply
Most other exemptions do not apply
                                              P-8

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    COMBUSTION - OTHERWISE USE
Combustion of fuel is also otherwise used

De minimis (non-PBT chemicals only) and other
exemptions could apply to chemicals in the fuel

Example:
 • 1,2,4-trimethylbcnzene and n-hexane in No. 2 fuel oil (Ref. 2)
                                            P-9
 COMBUSTION & METAL COMPOUNDS
Metal compounds and elemental metals in fuel are
typically converted to metal oxide form

Elemental metal may also be manufactured (e.g.,
mercury)
If no other data available, assume compound is
lowest weight oxide that could be manufactured
from metal
Example:
 •  Nickel in fuel ->  Assume NiO not Ni2O3 is manufactured
                                            P-io

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   COMBUSTION & METAL COMPOUNDS
   Amount of metal compound manufactured is
   determined by the total weight of the compound,
   not the parent metal

   Be comprehensive: include all metal compounds
   and all combustion units and any other activities
   that may manufacture metal compounds
   Releases and other waste management estimates
   are based on the weight of the parent metal
                                               p-11
            METAL COMPOUNDS
• Example calculation:

   •  During the year, a facility bums 70,000 tons of coal with a
     manganese (Mn) concentration of 141 micrograms/gram
     (ppm)
      Lowest weight Mn oxide compound manufactured = MnO
      Molecular weight Mn = 55

      Molecular weight MnO = 71

   •  Does the facility exceed the manufacturing threshold for
     manganese compounds?
                                               P-12

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            METAL COMPOUNDS



Amount MnO manufactured

    = amount coal x concentration Mn x

    = 70,000 tons x 2,000 IbsJton x 141 ppm x 71/55

    = 25,483 Ibs. manganese compounds

Threshold exceeded
                                                     P-13
      METAL COMPOUNDS IN COAL


Sources of data for calculating amounts manufactured

 *  Fuel analysis, fuel specifications, or other supplier information

 •  U.S. Geological Survey's (USGS) coal quality data base. Available at
   http://energy.er.usgs.gov/products/databases/CoalQual/

 •  Electrical Power Research Institute's (EPRI) PISCES data base on
   coal constituents

 •  Tables in EPA's EPCRA Section 313 Industry Quittance: Electricity
   Generating Facilities (Ref. 2)

 •  EPA's EPCRA Section 313 Guidance on Reporting Toxic Chemicals:
   Mercury and Mercury Compounds (Ref. 4)

 •  EPA's Mercury/ฃ/? (Ref. 5)

 •  EPA'9 EPCRA Section 313 Guidance for Reporting Releases and
   Other Waste Management Quantities of Toxic Chemicals: Lead and
   Lead Compounds (Ref. 7)

                                                     P-14

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       METAL COMPOUNDS IN OIL
Sources of data for calculating amounts
manufactured

 •  Producer's fuel analysis, fuel specifications, or other
   producer information

 •  Tables in EPA's EPCRA Section 313 Industry Guidance:
   Electricity Generating Facilities (Ref. 2)

 •  EPA's EPCRA Section 313 Guidance for Reporting Releases
   and Other Waste Management Quantities of Toxic
   Chemicals: Lead and Lead Compounds (Ref. 7)
                                                 P-15
                 ORGANICS
Organics may be released during combustion (e.g.,
PACs, formaldehyde)

Manufacture of formaldehyde and releases of other
organics
 •  See emission factors in EPA's EPCRA Section 313 Industry
   Guidance: Electricity Generating Facilities (Ref. 2)

For more information on PACs:
 •  EPA's Guidance for Reporting Toxic Chemicals in the
   Pot/cyclic Aromatic Compounds Category (Ref. 3)
                                                 P-16

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     RELEASES FROM COMBUSTION

Sources of data:
 •  Monitoring data
 •  Facility derived emission factors
 •  Emission factors in EPA's EPCRA Section 313 Industry
   Guidance: Electricity Generating Facilities (Ref. 2)
 •  Emission factors in EPA's EPCRA Section 313 Guidance for
   Reporting Toxic chemicals Within the Dloxin and Dioxin-llke
   Compounds Category (Ref. 8)
                                                 P-17
             COMBUSTION ASH
Combustion ash may contain manufactured metals
and metal compounds.
Ash released on-site (e.g., land disposal, fugitive air
emissions)
 •  Do minimis exemption does not apply to manufacture of
   metals and metal compounds as by-products
 •  Ash used on-site to construct roads or berms should be
   reported as otherwise use and as release to land: other
   disposal (Section 5.5.4 of Form R)
                                                  P-18

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               COMBUSTION ASH


Ash sent off-site to be managed as a waste should
be reported in Section 6.2

 • Example:

    ป Ash sent off-site for direct application to land as roadfill

Ash sent off-site for direct reuse is not reported on
the Form R

 • Example:

    ป Ash used to manufacture concrete blocks

      - Ash considered distributed into commerce and,
        therefore, processed

      - De minimls exemption can apply
                                                        P-19
                  REFERENCES

For more information:

 1. Guidance for Reporting Sulfuric Acid. U.S. EPA, Office of Pollution
   Prevention and Toxics. March 1998. Available at
   http^/www.epa.govArl

 2. EPCRA Section 313 Industry Guidance: Electricity Generating
   Facilities. U.S. EPA, Office of Pollution Prevention and Toxics.
   February 2000. Available at http://www.epa.gov/trl

 3. Guidance for Reporting Toxic Chemicals In the Polycycllc Aromatic
   Compounds Category. U.S. EPA, Office of Information Analysis and
   Access. August 2001. http://www.epa.gov/tri

 4. EPCRA Section 313 Guidance on Reporting Toxic Chemicals:
   Mercury and Mercury Compounds. U.S. EPA, Office of Information
   Analysis and Access, August 2001. Available at
   http://www.epa.gov/tri

 5. Mercury ICR. U.S. EPA, Unified Air Toxics Website. 1999, Raw data
   available June 2000. Available at
   http://www.epa.gov/ttnuatw1/combust/utiltox/utoxpg.htmWDA2
                                                        P-20

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                  REFERENCES

6.   Guidance for Reporting Hydrochloric Acid. U.S. EPA, Office of
    Information Analysis and Access. December 1999.
    http://www.epa.gov/tri

7.   EPCRA Section 313 Guidance for Reporting Releases and Other
    Waste Management Quantities of Toxic Chemicals: Lead and Lead
    Compounds. U.S. EPA, Office of Environmental Information.
    December 2001. http://www.epa.gov/tri

8.   EPCRA Section 313 Guidance for Reporting Toxic Chemicals within
    the Dloxln and Dloxln-llke Compounds Category. U.S. EPA, Office
    of Information Analysis and Access.  December 2000.
    http://www.epa.gov/tri
                                                        P-21

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    METAL AND METAL COMPOUND
                REPORTING
           SECTION 313 METALS
Certain metals and metal compounds are Section
313 chemicals
 •  Examples:
    ป Elemental metals: chromium, nickel, manganese, cobalt,
     silver, arsenic, copper
    ป Metal compound categories: zinc compounds, selenium
     compounds, nickel compounds, chromium compounds,
     vanadium compounds
    ป Individually listed metal compounds: sodium
     fluoroacetate, calcium cyanamide, lithium carbonate,
     molybdenum trioxide, titanium tetrachloride

                                              Q-2

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 SECTION 313 METALS WITH QUALIFIERS


i Metals and metal compounds can have qualifiers:
  • Zinc (fume or dust)
  • Aluminum (fume or dust)
  • Vanadium (except when contained in an alloy)
     ป Beginning RY 2000, reports due by July 1,2001
  • Aluminum oxide (fibrous forms)
i All compounds within a metal category are
  reportable unless specifically excluded
  • Barium sulfate
  • Certain copper phthalocyanine compounds
                                             Q-3
     SECTION 313 METAL COMPOUND
                CATEGORIES

  Consider the entire weight of the compounds in the
  category when determining activity thresholds
  Include only the weight of the parent metal of the
  category (e.g., copper for copper compounds) when
  calculating releases, off-site transfers, and other
  waste management activities
                                             Q-4

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             SECTION 313 METALS
       AND COMPOUND CATEGORIES

  Elemental metals and metal compound categories
  are separately listed chemicals under Section 313
   •  Separate activity threshold determinations
   •  Report for each listing (e.g., nickel or nickel compound
     category) only if the threshold for each listing is exceeded
   •  If threshold exceeded for both the elemental metal and
     metal compound category (e.g., nickel and nickel
     compounds), you have options to report separately or file
     one combined report
      ป If combined, file as metal compound category

                                                Q-5
 DETERMINING THRESHOLDS FOR METAL
                  COMPOUNDS
Multiple compounds within a mixture example
  A facility processes 200,000 pounds of a mixture
  containing 10% zinc chromate and 15% chromium
  dioxide by weight
   •  Quantity toward chromium compounds threshold
         (10% + 15%) x (200,000) = 50,000 Ibs.
   •  Quantity toward zinc compounds threshold
         (10%) x (200,000) = 20,000 Ibs.
   •  25,000-pound processing threshold applies; chromium
     compounds are reportable and zinc compounds are not
                                                Q-6

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       METAL CYANIDE COMPOUNDS

  A metal cyanide compound such as cadmium
  cyanide will require separate reporting under both
  cadmium and cyanide*

  • For reporting the metal, use the entire weight of the
    compound for threshold determinations, and only the
    weight of the metal portion of the compound for release and
    other waste management reporting.

  • For reporting cyanide, use the weight of the entire
    compound for threshold determinations, and also the
    weight of the entire compound for release and other waste
    management reporting.

  * The qualifier for cyanide compounds states: X+Ctt, where
    X=H+ or any other group where a formal dissociation may
    occur. For example, KCN or Ca(CN)2
                                                 Q-7
VANADIUM AND VANADIUM COMPOUNDS
  PBT rule modifies the listing for vanadium:

  • Vanadium, with the qualifier "fume or dust," has been on
    the list of Section 313 chemicals since 1987

  • Qualifier now reads "except when contained in an alloy"

     ป "Alloy" does not include slags, crystalline structures,
       ores

     ป EPA is reviewing what actions to take regarding alloys

  PBT rule adds vanadium compounds to the TRI list
    ซ
  Neither vanadium (except when in an alloy) or
  vanadium compounds are PBT chemicals
                                                 Q-8

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                  VANADIUM
Vanadium is used to produce various alloys

 •  Prior to becoming part of the alloy, vanadium Is a listed
   chemical

 •  Once part of the alloy, vanadium Is not a listed chemical

 •  However, if vanadium is removed from the alloy, it is
   reportable
                                                  Q-9
         VANADIUM COMPOUNDS
Manufacturing
 •  Fuel combustion - metal oxides manufactured
 •  Concentrations of listed metals are in the EPA's TRI
   Guidance for Electricity Generating Facilities (U.S. EPA,
   Office of Pollution Prevention and Toxics, February 2000)
 •  Vanadium compounds are new to the list!
    ป 9 - 43 ppm V in coal (Ref. 2)

    ป 1.5 ppm V in fuel oil #2 (Ref. 3)

    ป 73 ppm V in fuel oil #6 (Ref. 3)

    ป 0.0023 IDS. per million standard cubic feet natural gas
     (Ref. 1)

    ป Assume V2O3 manufactured
                                                 Q-10

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 VANADIUM AND VANADIUM COMPOUNDS

                    REFERENCES



•  For more information on vanadium see:

    1. Compilation of Air Pollutant Emission Factors (AP-42), Volume 1, Fifth
      Edition. U.S. EPA, Office of Air Quality Planning and Standards. Available
      at http://vnvw.epa.gov/ttiVchlaf/ap42/1ndex.htrnl

    2. Milliard, H. The Materials Flow of Vanadium In the United States, U.S.
      Department of the Interior, Bureau of Mines, Information circular 9409;
      1994. Available at
      http://mlnerals.usg8.gov/mlnerals/pub8/commodlty/vanadlum

    3. Total Petroleum Hydrocarbon (TPH) Criteria Working Group Association
      for the Environmental Health  of Soils, Volume 2, Appendix 1; 1998.
      Available at http://www.aeh8.coin/pubtlcatlon8/catalog/tph.htrn
                                                        Q-11
        MANUFACTURING ACTIVITIES
   Manufacturing

    •  Electroplating: metals and metal compounds manufactured

    •  Fume or dust: machining manufactures zinc (fume or dust)

    •  Importing copper ore: manufacturing copper compounds

    •  Beneficiation of ore: chemical reactions manufacture metals
      and metal compounds

    •  Wastewater treatment: metal compounds may be
      manufactured in reduction or precipitation steps
                                                        Q-12

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         PROCESSING ACTIVITIES
Processing

 •  Metals and metal compounds extracted from ores
   distributed into commerce
 •  Metals are incorporated into a wide variety of products
   including motor vehicles, consumer products, industrial
   equipment, and various other products

 •  Alloys are mixtures of elemental metals. Metals in alloy
   products distributed into commerce

 •  Metals sent off-site for recycling or reuse
                                                  Q-13
      OTHERWISE USE ACTIVITIES



Otherwise using

 •  Fabricating and/or using tooling

 •  Installation of process-related equipment and piping (e.g.,
   constructing storage tanks)

 •  Use of ash and waste rock for land contouring, structural
   backfill, or soil building
 •  Metal compounds are often constituents of coolants,
   biocides, and other liquid mixtures used on-site
                                                  Q-14

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  DETERMINING THRESHOLDS AT MINES


  Mines
   •  Use ore analyses, literature, geochemical knowledge, etc.
   •  No knowledge of metal compound type • assume lowest
     weight oxide
                                               Q-15
DETERMINING THRESHOLDS FOR ALLOYS
  Industrial processing of alloys
   •  Includes stainless steels, nickel superalloys, brasses,
     aluminum alloys, and carbon steels
   •  Use alloy specifications in addition to MSDSs to improve
     precision
   •  Be comprehensive:
      ป Some carbon steels and aluminum alloys may contain
       manganese above de minimis
                                                Q-16

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      ARTICLES EXEMPTION TEST

Articles exemption is often inappropriately used!
 • A useful rule of thumb Is that when metal Is melted,
   machined, or ground, articles exemption usually NOT
   applicable
 • The manufacture of an article does not qualify
                                               Q-17
       STRUCTURAL COMPONENT
             EXEMPTION TEST
Structural components need to pass a test to be
exempt. Test has 2 criteria:
 •  Is part of the facility structure; and
 •  Is NOT process related
Non-process-related structural items eligible for the
exemption:
 •  Potable water pipes and other non-process-related pipes
   and structures
Processed-related items/uses NOT eligible for the
exemption:
 •  Refractory brick, process-related pipes, anodes used in
   electroplating, grinding wheels, and metal working tools ...
                                              Q~18

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         FORM R: AIR  EMISSIONS
Fugitive air emissions (Section 5.1)
 •  Ambient air monitoring can Indicate emissions occurring
 •  Paniculate emission data combined with speclation can be used to
   estimate emissions
 •  Capture efficiencies of control equipment can be helpful
Stack air emissions (Section 5.2)
 •  Many techniques available:
    ป Use of sampling data, adjusting permit estimates to actual
      production, back-calculation from control device efficiencies
      and quantity of dust collected, and engineering estimates
 •  Emissions factors available from AP-42 and WATER9
                                                     Q-19
 FORM R: WASTEWATER DISCHARGES
Wastewater discharges (Sections 5.3,6.1, and 6.2)
 • Calculate based on wastewater flows and measured
   concentrations (e.g., NPDES/SPDES monitoring
   requirements, permit applications)
 • For metals not measured, consider engineering estimate
   (e.g., use ratio of metals in process and measured metal
   quantity)
                                                     Q-20

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  FORM R: OFF-SITE WASTE TRANSFERS


• It's critical to be comprehensive!
• Potential off-site waste transfers of reportable metals
   • Hazardous waste
   • Non-hazardous waste (e.g., waste oil and coolant)
   • Trash
   • Scrap metal (reuse vs. recycle)
• Exercise caution when using TCLP data
                                                 Q-21
    WASTE MANAGEMENT OF METALS

  Generally, metals cannot be treated or combusted
  for energy recovery for Sections 6 and 8 of Part II of
  the Form R
   •  Metals are elements and cannot be destroyed
   •  Exceptions include conversions to non-listed chemicals
      ป Examples:
         - Barium chloride (included in barium compounds
          category) converted to barium sulfate (not included)
         - Molybdenum trioxide converted to molybdenum
          carbonate
         - Titanium tetrachloride converted to titanium dioxide
                                                 Q-22

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  WASTE MANAGEMENT OF METALS
For metals in wastes sent off-site for solidification/
stabilization
 •  Use code M41 - Solidification/Stabilization-Metals and Metal
   Compounds only
 •  Do NOT use code M40 - Solidification/Stabilization
For metals in wastewater sent off-site for treatment
(not to a POTW)
 •  Use code M62 - Wastewater Treatment (Excluding POTW)-
   Metals and Metal Compounds only
 •  Do NOT use code M61 - Wastewater Treatment (Excluding
   POTW)
                                              Q-23
     OFF-SITE RECYCLE OR REUSE?

Metal sent off-site for direct reuse:
 •  No contaminants removed
 •  Considered processing
 •  De minimis exemption applies
 •  Not reported on Form R
                                              Q-24

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    OFF-SITE RECYCLE OR REUSE?


Materials sent off-site for recycling:
 • Considered processing
 • De minimis exemption does NOT apply
 • Report on Form R in Sections 6.2 and 8.5
                                           Q-25
FORM R: SECTION 7A, ON-SITE WASTE
               TREATMENT

Part II, Section 7A: On-site waste treatment methods
and efficiency
 •  Report any waste treatment step through which a reportable
   chemical passes including removal
Air pollution control equipment and wastewater
treatment typically reported
                                            Q-26

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             FORM R: SECTION 8
Consistency with data reported on other parts of Form
R is critical

 •  Quantity Released: ง8.1 = ง5 + ง6.2 (disposal codes only) +
   ง6.1 (metals and metal compounds only) - ง8.8 (release or off-
   site disposal only)

 •  Off-Site Recycling: ง8.5 = ง6.2 (recycling codes only) - ง8.8
   (off-site recycling)

 •  On-Site & Off-Site Energy Recovery: ง8.2 = NA and ง8.3 = NA

 •  On-Site & Off-Site Waste Treatment: ง8.6 = NA and ง8.7 = NA

    ป Remember exceptions when treatment of metals can
      occur!
                                                   Q-27

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  MAINTENANCE CHEMICALS
       AND OTHERWISE USE
DON'T FORGET ABOUT OTHERWISE USE!
   Otherwise use chemicals related to facility
   maintenance activities are easily overlooked and
   not accounted for in threshold determinations

   Identify otherwise use activities even if a
   manufacturing and/or processing threshold has
   been exceeded for a Section 313 chemical
   • Releases and waste management activities would be
     reportable
   Develop tools to identify and account for the
   otherwise use of these chemicals in mixtures or
   trade name products                        R.2

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WHAT CHEMICALS ARE OTHERWISE USED
             AT YOUR FACILITY?
    List chemicals otherwise used at your facility and
    how they are used:
                                              R-3
     MAINTENANCE CHEMICALS AND
              OTHERWISE USE

   Otherwise uses of Section 313 chemicals include:
    • Maintaining process-related equipment and structures
    • Cleaning process-related equipment, parts, and
      structures
    • Waste treatment
    • Process-related building cooling/heating
    • Process-related fuel use
                                              R-4

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     MAINTENANCE CHEMICALS
           OTHERWISE USED

Examples of Section 313 chemicals otherwise
used for maintenance of process equipment and
structures:
 •  Xylene in paint applied to process equipment
 •  Zinc compounds in lubricating oils
 •  Metal alloys in parts tooling and equipment repair
 •  Metal compounds in welding rods used to repair
   equipment and structures
 •  Metal compounds in refractory bricks used to line
   furnaces
                                              R-5
        CLEANING CHEMICALS
           OTHERWISE USED

Examples of Section 313 chemicals otherwise
used for cleaning process equipment and
structures:
 •  1,2,4-trimethy I benzene in diesel fuel used to clean bulk
   storage tanks
 •  Phenol in paint strippers
 •  Dichlorofluoromethane in contact cleaners
 •  Glycol ethers in aqueous-based cleaning solutions
                                              R-6

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      ADDITIONAL CHEMICALS
           OTHERWISE USED

Examples of Section 313 chemicals otherwise
used at facilities:
 •  HCFC-22 used to refrigerate product before sale
 •  Ammonia used to treat process water
 •  Ethylbenzene in fuel used to power process equipment
 •  Ethylene glycol sprayed on coal piles to prevent
   freezing
 •  Pesticides used in cooling towers to prevent algae
                                               R-7
            OTHERWISE USE
       CHEMICAL EXEMPTIONS

For Section 313 chemicals otherwise used for
maintenance or cleaning of non-process-related
equipment and structures, the following may
apply:
 •  Routine janitorial or facility grounds maintenance
   exemption
    ป Example: Xylene In cleaners used to clean the employee
     cafeteria
 •  Structural component exemption
    ป Example: Toluene in paint used to paint the employee
     recreation center
                                               R-8

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             OTHERWISE USE
        CHEMICAL EXEMPTIONS

Motor vehicle exemption if the chemical is used to
maintain motor vehicles operated by the facility
 •  Example:
    ป Xylene in engine degreasers used to maintain the
     facility motor vehicles
Personal use exemption if the chemical is
contained in non-process related items solely for
employee personal use
 •  Example:
    ป Chlorine to treat on-site drinking water
                                               R-9
         ARTICLES EXEMPTION
 For Section 313 chemicals contained in like items
 (e.g., tools) otherwise used for maintenance of
 equipment and structures:
 • Articles exemption provided that the item:
    ป Is formed into a specific shape or design during
     manufacture; and
    ป Has end-use functions dependent in whole or in part on its
     shape or design during end-use; and
    ป Does not release a Section 313 chemical under normal
     processing or otherwise use conditions at a facility (ฃ 0.5
     pounds)
                                               R-10

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ACCOUNTING TIPS FOR OTHERWISE USE
                 CHEMICALS

 • Develop methods for orchestrating data
   collection of mixtures and trade name products
   being otherwise used
    • Coordinate with purchasing/vendors
    • Develop inventory controls
    • Require maintenance logs for process equipment
    • Require requisition or "sign out" procedure for Section
     313 chemicals from tool cribs and supply rooms
    • Take year-end inventories

                                                 R-11

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GETTING IT RIGHT: AVOIDING COMMON
                    ERRORS
 WHY IT'S IMPORTANT TO GET IT RIGHT


i Using TRI data
  • EPA is required to make data available to the public on-line
  • Data are available on-line through TRI Explorer, Envirofacts,
    the National Library of Medicine, and non-EPA databases
  • Data are available in other forms (paper reports)
  • All states receive data; some make it available electronically
                                                 S-2

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  EPCRA SECTION 313 ENFORCEMENT
Current enforcement trends

 •  Shift from simply identifying non-reporting facilities to
   facilities submitting poor quality data
 •  Focus on multi-media inspections (i.e., examine obligations
   under multiple statutes)
 •  Encourage self-disclosure through EPA's audit policy
 •  Assign pollution prevention-related supplemental
   environmental projects (SEPs)
    ป In FY98,36% of EPCRA penalty actions included a SEP.
     Most SEPs of any regulatory program
                                               S-3
            EPA AUDIT POLICY

Audit Policy enhances environmental protection
through incentives for companies to self-police,
disclose and correct violations
Companies that satisfy the Policy's criteria are
eligible for up to 100% reductions in otherwise
applicable penalties
Since implemented in 1995, over 1,500 companies
have self-disclosed violations at over 6,065 facilities
under the policy
                                                S-4

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             EPA AUDIT POLICY
Conditions to qualify (nine criteria):
 •  Systematic Discovery of the Violation through Environmental Audit or Due
   Diligence
 •  Voluntary Discovery
 •  Prompt Disclosure
 •  Discovery and Disclosure Independent of Government or Third Party
   Plaintiff
 •  Correction and Remediation
 •  Prevent Recurrence
 •  No Repeat Violations
 •  Other Violations Excluded
 •  Cooperation
For more information, including a copy of the Audit Policy
(revised in May 2000), visit:
http://es.epa.gov/oeca/ore/apolguid.html
  EPCRA SECTION 313 ENFORCEMENT
Companies violating any statutory or regulatory
requirement are subject to penalties of up to $27,500
per day per violation
Companies subject to citizen suits and could also be
liable for attorney fees and litigation costs
Government's penalty is determined by applying the
Enforcement Response Policy (ERP) to each
violation
Violations are assessed per chemical or obligation
and per year
                                                  S-6

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  EPCRA SECTION 313 ENFORCEMENT


National Nitrate Initiative! 350 companies paid over $1.7 million
in penalties and agreed to audit over 1000 facilities for failing to
report coincidentally manufactured nitrate compounds
generated from nitric acid treatment. Similarly situated
companies self disclosing under EPA's Audit Policy pay no
penalty. The final report detailing the results of the nitrate
initiative is available at:
http;/Avww.epa.qov/oeca/ore/toed/nitrate.html

Steeltech vs. U.S. EPA. 273 F.3d (6th Cir. 20011: U.S. Court of
Appeals for the Sixth Circuit upholds EPA's use of the EPCRA
5313 Enforcement Response Policy (ERP) in imposing $61,736
penalty and confirms that EPCRA is a strict liability statute —
lack of knowledge about regulatory obligations is no defense.
Available at
http://pacer.ca6.uscourts/qov/opinions.pdf/01 a041 Qp-06.pdf

                                                    S-7
  EPCRA SECTION 313 ENFORCEMENT
In re Bituma-Stor Inc.. EPCRA-7-99-0045 (2001): Respondent
assessed $59,576 penalty for failing to file 3 Form Rs and 1 Tier
II (EPCRA 312) Form, despite "blemish-free" environmental
compliance history. Available at:
http://www.epa.gov/alihomep/orders/bituma3.pdf
In re Dow Chemical. EPCRA-9-99-0030 (2000): Respondent
assessed $100,000 penalty for failing to file 9 Form Rs.
Available at: http://www.epa.aov/alihomep/orders.dow.pdf
                                                    S-8

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  EPCRA SECTION 326: CIVIL ACTIONS
Any person may bring civil action on their own
behalf against a private-sector facility owner or
operator for:
 •  Failure to submit emergency follow-up notices under
   EPCRA Section 304
 •  Failure to submit an MSDS or a list of MSDS chemicals
 •  Failure to complete or submit Tier l/ll inventories
 •  Failure to complete or submit Form Rs or Form As
                                             S-9
      COMMONLY MADE ERRORS

Threshold determination errors
Completion errors
Release estimation errors
Off-site transfers reporting errors
Other waste management and source reduction
errors
Federal facility name and/or parent company name
errors
                                             S-10

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     THRESHOLD DETERMINATIONS

Helpful hints for conducting accurate threshold
determinations
 •  Apply chemicals to correct threshold activity
 •  Distinguish between metals and metal compounds
 •  Consider all avenues a chemical may enter a facility;
   chemical qualifiers; chemical synonyms; and on-site
   manufacturing
 •  Recognize the limitations for exemptions
Results of incorrect threshold determinations
 •  No form is submitted when one is required
 •  Federal facility does not meet requirements of EO 13148
                                                 S-11
    FORM COMPLETION CHECKLIST


Helpful hints for completing the Form R/Form A
 •  Complete all required sections of a current, valid form
 •  Correctly identify the Section 313 chemical using the correct
   CAS number and correct listed TRI name
 •  Use the NA indicator for data elements that are not relevant
 •  Indicate the correct reporting year
 •  Clearly identify revisions
 •  Sign hardcopy of forms or certification letters for electronic
   submissions
                                                 S-12

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FORM COMPLETION CHECKLIST (CONT'D)
  To avoid completion errors, use EPA's reporting
  software (TRI-ME or ATRS)
   • Software will prompt the user to complete required sections
   • Software will conduct validation check to ensure Form R is
     complete
  Result of completion errors
   • Violation
   • Form prevented from being entered Into the database
                                                  S-13
             RELEASE ESTIMATES

  Helpful hints for accurate release estimates
   • Always use your best available information
   • Estimate the quantity of Section 313 chemical, not the entire
     waste stream
   • Differentiate fugitive from stack emissions
   • Zero air emissions for VOCs are unlikely
   • Watch out for releases of Section 313 chemicals with
     qualifiers
   • Check your math and document your work!
  Result of release estimation errors
   • Incorrect release estimates and inconsistencies from year to
     year                                          S-14

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            OFF-SITE TRANSFER
                 REPORTING

Helpful hints for accurate off-site transfer reporting
 •  Do not report Intra-facllltv transfers as off-site transfers
 •  Report the quantity of Section 313 chemical transferred, not
   the entire transfer quantity
 •  Identify waste treatment, disposal, recycling, and energy
   recovery activities correctly
Results of off-site transfer errors
 •  Incorrect estimates (e.g., over-estimates)
 •  Misclassif(cation of facility's handling of Section 313
   chemicals in wastes
                                                 S-15
 WASTE MANAGEMENT AND SOURCE
         REDUCTION-SECTION 8.1
Helpful hints for reporting quantity released, Section
8.1
 • Include off-site disposal quantities (reported In Section 6.2),
  on-site releases (reported in Sections 5.1 through 5.5), and
  releases to POTWs for metals and metal compounds only
  (reported In Section 6.1)
 • Do not include non-production-related, one-time events
  (e.g., catastrophic or remedial releases/transfers)
    ป These should be reported In Section 8.8
                                                 S-16

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    WASTE MANAGEMENT AND SOURCE

        REDUCTION-SECTIONS 8.2-8.7


• For on-site waste management:

   • Report the quantity off Section 313 chemical actually
     recovered for energy, recycled, or treated, not the total
     amount entering the energy recovery, recycling, or
     treatment unit

• For off-site waste management:

   • Conversely, report the total quantity sent off-site for
     recovery, recycling, or treatment

      ป You are not required to know the efficiency of the off-site
       unit
                                                S-17
   WASTE MANAGEMENT AND SOURCE

                  REDUCTION


  Energy recovery
   •  Do not report halons, metals, or metal compounds
   •  Do not include incineration activities

  Treatment

   •  Metals and metal compounds cannot be destroyed;
     therefore, do not report as treated on or off-site

  Catastrophic and remedial releases and transfers

   •  Section 8.8 quantities should be included in Sections 5-7 (as
     appropriate), but not in Sections 8.1-8.7
                                                S-18

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              FEDERAL FACILITY

               IDENTIFICATION

 Helpful hints for Federal facilities

 • Correctly identify if GOCO or Federal facility submission in Part I,
   Section 4.2 of Form R

     ป Check box c. if Federal facility

     ป Check box d. if GOCO

 • Correctly identify department or agency

 • Use SIC codes in Part I, Section 4.5 that best describe the facility's
   activities

 • Use EPA's new EPCRA Section 313 Questions and Answers
   Addendum for Federal Facilities (U.S. EPA, Office of Environmental
   Information, May 2000)

 Results of incorrect Federal facility identification

 • Double-counting

                                                    S-19
          SUBMITTING REVISIONS

Revisions can be made in hardcopy

 • Hardcopy revisions must be made in blue ink on a copy of
   the form originally submitted

For revisions made for reporting year 1991 or later, mark an "X"
in the space marked "Enter "X" here if this is a revision" on
pagel

Provide a new original signature and date for each revision

Send to EPA's EPCRA Reporting Center and to the appropriate
state agency

For RY 2001 withdrawal and revisions processes, visit the TRI
website at
http://www.epa.gov/tri/guide_docs/2002/rev_wthdrl.pdf
                                                    S-20

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                                       EXERCISE #6:
                                 TRI KNOWLEDGE QUIZ

Purpose:       Familiarize participants with the criteria for TRI reporting, including thresholds for
              manufacturing, processing, or otherwise using listed chemicals, which determine whether
              or not a facility must submit a Form R for a listed Section 313 chemical or chemical
              category.

Take-A ways:   Knowledge and understanding of TRI reporting thresholds.

Instructions:    Read each question carefully. Using your knowledge of TRI reporting thresholds, choose
              the best of the four answers.
1.      A facility processes 21,000 pounds of formaldehyde each calendar year.  It also imports and then
       otherwise uses 9,000 pounds of formaldehyde annually. In addition, each year the facility
       receives 15,000 pounds of solution that contains 34% formaldehyde by weight and repackages it
       for distribution and sale. The firm is in SIC code 2834, ships over 600 pounds of formaldehyde
       in wastes off-site for disposal, and has 20 full-time employees. Assuming these values remain the
       same over the next five years, under Section 313 this firm:

       a.      Must report for each calendar year.

       b.      Does not have to report for each calendar year, because the thresholds are not met.

       c.      Will not be required to report for each calendar year because it does not manufacture the
              chemical.

       d.      Is not required to report because it employs less than 25 full-time employees.
       Fifteen thousand (15,000) pounds of a listed chemical is purchased in the current reporting year
       and is used in a re-circulating cooling jacket. This quantity remains in use indefinitely and no
       additional quantity is added in subsequent years. Are you required to report for this chemical and
       if so, for what year?

       a.      Do not consider this type of material at all because it is a purchased compound.

       b.      The use of the compound must be considered towards the otherwise use threshold for the
              current reporting year only.

       c.      The use of the compound must be considered for the current reporting year and every
              reporting year thereafter, until the mixture is replaced.

       d.      Consider only a part of the total amount the current reporting year, and a part every .
              reporting year thereafter, for the life of the mixture.

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3.     A facility produces nitrate compounds as a result of its waste treatment operations, and transfers
       the nitrate compounds to an off-site location, where all of the Section 313 chemical is extracted
       and recycled. Which of the following is true?

       a.      The facility can exclude amounts of the nitrate compound from threshold determinations
               and release estimation because the source qualifies for the de minimis exemption.

       b.      Coincidental production of the nitrate compounds is not covered under Section 313,
               therefore the facility need not consider this source of chemical production towards
               thresholds and estimation of off-site transfers.

       c.      The facility need not consider this source for thresholds and estimation of off-site
               transfer because all of the listed chemical is eventually recycled.

       d.      The facility must include all amounts of the nitrate compounds coincidentally produced
               in threshold determinations and release and other waste management calculations if it
               exceeds a threshold.
4.     Ten times per year, a facility receives chlorine in 1 ton cylinders. Half of the chlorine mixture is
       transferred to a tank to make a bleaching mixture, where its concentration drops below the de
       minimis level, which is then sold and distributed in commerce. One fourth of the original mixture
       is used to treat the drinking water consumed by employees. The remaining one fourth of the
       original mixture is used throughout the plant to clean process equipment.  Wastewater from the
       cleaning and bleach production operations is released with chlorine levels well below the de
       minimis level. Which of the following is true?

       a.      All uses of the chlorine are subject to Section 313 reporting because the concentration of
               the received mixture is well above the de minimis level and the threshold limit for
               otherwise use has been met.

       b.      Only the use of chlorine  for drinking water is exempt from Section 313 reporting.

       c.      Only the drinking water  and cleaning operations will be exempt from Section 313
               reporting due to the personal use and routine maintenance exemptions, respectively.

       d.      The drinking water and cleaning uses are covered under the personal use and routine
               maintenance exemptions, respectively. The bleach production operation and the
               wastewaters generated in conjunction with this operation are not exempt from Section
               313 reporting; however,  the wastewaters from the cleaning operations are exempt.

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5.      A facility processes 100,000 pounds of a mixture containing 25% zinc chromate, and 25%
       chromium dioxide by weight. For purposes of Section 313 reporting, how much zinc and
       chromium were processed?

       a.      25,000 pounds zinc compounds, and 25,000 pounds of chromium compounds
       b.      25,000 pounds zinc, and 25,000 pounds chromium
       c.      25,000 pounds zinc, and 50,000 pounds chromium
       d.      25,000 pounds zinc compounds, and 50,000 pounds chromium compounds
6.     If a chemical on Section 313 list has a "qualifier," it means that it is subject to TRI reporting
       when manufactured, processed, or otherwise used

       a.     In the thresholds specified (i.e., its reporting threshold is higher or lower than that for
              other chemicals).
       b.     In the specified form or activity.
       c.     Within the specified SIC code industries.
       d.     Except when used at federal facilities.
7.      For aqueous ammonia, what percentage of the total ammonia present is applied to threshold
       determinations?

       a.      100%
       b.      10%
       c.      1%
       d.      20%
8.      A facility buys a solution containing 29% 1,1,1-trichloroethane and processes it as a constituent
       of a cleaning solution that they sell in retail stores.  The 1,1,1-trichloroethane is present in final
       product at 0.5%. The product is packaged into one-gallon containers. What amounts of the
       1,1,1-trichloroethane in mixtures must the facility consider for threshold determinations?

       a.      Any amount used within the facility during the reporting year, except the amount
               distributed through retail outlets to consumers, must be considered processed.

       b.      Because the mixture was otherwise used, it is not eligible for the de minimis
               exemption. The quantity used must be applied to the otherwise use threshold.

       c.      Because the mixture was received and processed in concentrations above the de minimis
               for 1,1,1-trichloroethane, all quantities must be applied to the processing threshold.

       d.      Only amounts distributed into commerce need to be considered towards the processing
               threshold, and because these quantities are present below the de minimis concentration,
               they are exempt.

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9.      Which of the following qualifies as a Section 313 reporting exemption?

       a.     Like "articles" that release over 10 pounds of a Section 313 chemical, not recovered,
              under regular normal processing or use
       b.     Painting process equipment at the facility
       c.     Chemical use in non-process related routine janitorial or facility grounds maintenance
       d.     Laboratory support activities
10.    In order to file a Form A Report, you must manufacture or process or otherwise use no more than
       one million pounds of the Section 313 chemical and you must have

       a.     Less than 1,000 pounds of total releases and other waste management estimates of the
              Section 313 chemical.

       b.     No more than 500 pounds of total releases and other waste management estimates of the
              Section 313 chemical.

       c.     No more than 100 pounds of total releases and other waste management estimates of the
              Section 313 chemical.

       d.     No more than 50 pounds of total releases and other waste management estimates of the
              Section 313 chemical.
11.     My facility manufactured .009 pounds of dioxin and dioxin like compounds in our combustion
       units, and also incorporated 11.4 pounds of mercury into thermometers sent to a customer's
       facility in Canada during the reporting year. Have I exceeded any thresholds?

       a.     No. The facility doesn't exceed the threshold for dioxin and dioxin like compounds and
              the thermometers qualify for the articles exemption. Therefore, no thresholds have been
              exceeded.

       b.     The facility must report for mercury, but does not exceed the threshold for dioxin
              compounds.

       c.     The facility must report for dioxin and dioxin like compounds, but since the mercury is
              going to another country, it doesn't have to report for mercury.

       d.     The facility must report for both dioxin and dioxin like compounds and mercury.


12.     At Fred's custom oils manufacturing facility during the reporting year, 55 pounds of polycyclic
       aromatic compounds (PACs) are manufactured in the combustion unit, 45 pounds of PACs are
       processed in the lubricants, and 5 pounds of PACs are otherwise used by contractors that are
       constructing a new manufacturing plant. Does Fred need to report for PACs?

       a.     No, none of the thresholds have been exceeded during the reporting year.

       b.     Yes, since 5+45 + 55 equals 105  pounds, Fred must report for PACs.

       c.     Yes, the processing and otherwise use activities both exceed a threshold.

       d.     Yes, Fred has to report, but he doesn't have to consider the contractors because they
              aren't employed directly by Fred's company.

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           Information Resources
            TR1 HOMEPAGE
EPA's Toxics Release Inventory Homepage at
http://www.epa.gov/tri

 • General information on the TRI Program and Program
  development
 • Information on how to use the TRI data

 • Access to TRI data (e.g., public data release, state fact
  sheets, links to TRI databases)

 • Guidance documents for newly added industries and
  Section 313 chemicals
                                                T-2

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TRI REPORTING SOFTWARE

 • TRI Made Easy (TRI-ME)
    • New Software
    • Intelligent software tool that guides facilities in determining
     whether they have to report, and in completing forms.
 • Automated TRI Reporting Software (ATRS)
    • Electronic versions of TRI forms
    • RY2001 will probably be the last year (will be replaced by TRI-
     ME)
 • TRI Assistance Library (TRIAL)
    • Indexed, searchable collection of key guidance documents
 •To be mailed to all TRI-reporting facilities in Spring
  2002
                                                     T-3
     SECTION 313 GENERAL GUIDANCE
   Toxic Chemical Release Inventory Reporting Forms and
   Instructions. U.S. EPA, Office of Information Analysis and
   Access. Available at http://www.epa.gov/tri

   EPCRA Section 313 Questions and Answers (Revised 1998
   Version). U.S. EPA, Office of Pollution Prevention and Toxics.
   December 1998. Available at
   http://www.epa.gov/tri/guidance.htm

   Common Synonyms for Chemicals Listed Under Section 313 of
   EPCRA. U.S. EPA, 1995.
   Consolidated List of Chemicals Subject to Reporting Under the
   Act (Title III List of Lists). U.S. EPA, Office of Solid Waste and
   Emergency Response. November 1998. Available at
   http://www.epa.gov/tri/guidance.htm
                                                      T-4

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    SECTION 313 GENERAL GUIDANCE
  Emergency Planning and Community Right-to-Know Act-
  Section 313: Final Guidance for Reporting Releases and Other
  Waste Management Activities of Toxic Chemicals: Lead and
  Lead Compounds
  The Final Lead Guidance document is at:
  http://www.epa.govftri/guide_docs/2001/pb_finaLguide.pdf
                                                         T-5
 SECTION 313 TECHNICAL GUIDANCE


• Industry-specific technical guidance documents such as:

   • EPCRA Section 313 Reporting Guidance for Rubber and Plastics
     Manufacturing. U.S. EPA, Office of Environmental Information.
     August 2001. Available at http://www.epa.gov/lri/guldance.htm

   • Guidance for the most recently added industries, available at
     http://www.epa.govAnYguidance.htm

• Chemical-specific guidance documents, such as:

   • Guidance for Reporting Sulfurlc Add. U.S. EPA, Office of Pollution
     Prevention and Toxics. March 1998. Available at
     http://www.epa.gov/tri/guldance.htin

   • List of Toxic Chemicals within the Glycol Ethers Category. U.S.
     EPA, Office of Environmental Information. December 2000.
     Available at http://www.epa.gov/tri/guidance.htm
                                                         T-6

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SECTION 313 TECHNICAL GUIDANCE
 Technology Transfer Network (TIN)
  • Internet: http://www.epa.gov/ttn/
  • Help Desk (919) 541 -5384
     • Compilation of Air Pollutant Emission Factors (AP-42)
     • WATER9 program
        • Updates WATERS, CHEMDAT8, and CHEM9
     • TANKS program
                                                  T-7
   ON-LINE ACCESS TO TRI DATA

 TRI Explorer
  • http://www.epa.gov/triexplorer
 ENVIROFACTS Data Warehouse
  • http://www.epa.gov/enviro/
 TOXNET (National Library of Medicine)
  • http://toxnet.nlm.nih.gov
 Right-to-Know Network (RTK NET)
  • Modem: (202) 234-8570; Information: (202) 234-8494; Internet:
    http://www.rtk.net
                                                  T-8

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        PUBLIC ACCESS TO TRI
   TRI Reports and Data (EPA TRI Web Site)

   • TRI Public Data Release Annual Report
   • TRI Public Data Release State Fact Sheets
   • State Data files
   • http://www.epa.gov/tri

   TRI User Support Service: (202) 260-1531

   EPCRA Call Center: (800) 424-9346 or (703) 412-9810
                                                       T-9
DOCUMENT DISTRIBUTION CENTERS
 RCRA, Superfund & EPCRA Call Canter

 (800)424-0346

 (703) 412-9810 (DC Metro area)

 TDD (800) 553-7672 or
 TDD Washington, DC Area Local
 (703)412-3323

 Fax (703) 412-3333

 http://www.epa.gov/epaoswer/hotline
U.S. Environmental Protection Agency
Ariel Rlos Building
1200 Pennsylvania Avenue, N.W.
Attn: TRI Documents
MC:2844
Washington, DC 20460

(202)564-9554

Email: TRIDOCSOepa.gov
                                                       T-10

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POLLUTION PREVENTION INFORMATION
   OPPT Pollution Prevention (P2) Internet Site
    •  http://www.epa.gov/opptintr/p2home/index.html
   Enviro$en$e Information Network
    •  BBS modem (703) 908-2092; User support (703) 908-2007
    •  http://es.epa.gov/index.html

   Pollution Prevention Information Clearinghouse
   (PP1C)
    •  (202)260-1023
    •  http://www.epa.gov/greenbuildings/library/libppic.htm
                                                    T-11
     EPA ELECTRONIC MAILING LISTS
               (LISTSERVER)
  i To subscribe to an electronic mailing list (listserver), send e-mail
  to:  listserverฎunixmail.rtpnc.epa.gov
  i Subject line: leave blank
  i Text: SUBSCRIBE   
       SUBSCRIBE EPA-WASTE JOHN SMITH
  i Some mailing lists are:
    • EPA-TRI2: Toxic Release inventory Federal Registers
    • HOTLINE_OSWER: RCRA. Suoerfund & EPCRA Monthly
     Hotline Report and Updates
    • EPA-PRESS: EPA press releases
    • ERA-MEETING: EPA meeting notification
    • OPPT-NEWSBREAK: OPPT Library daily news service
                                                    T-12

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