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        U.S. ENVIRONMENTAL PROTECTION AGENCY
        OFFICE OF INSPECTOR GENERAL
                         Catalyst for Improving the Environment
Hotline Report
      Revisions Needed to
      National Contingency Plan
      Based on Deepwater Horizon
      Oil Spill
      Report No. 11-P-0534

      August 25, 2011

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Report Contributors:
Patrick Gilbride
Erin Barnes-Weaver
Todd Goldman
Mary Anne Strasser
Stephanie Wake
Susan Charen
Abbreviations

BFT         Baffled Flask Test
CWA        Clean Water Act
EPA         U.S. Environmental Protection Agency
FOSC        Federal On-Scene Coordinator
NCP         National Oil and Hazardous Substances Pollution Contingency Plan,
             also known as the National Contingency Plan
NRT         National Response Team
OEM        Office of Emergency Management
OIG         Office of Inspector General
OPA         Oil Pollution Act
ORD         Office of Research and Development
OSC         On-Scene Coordinator
OSWER      Office of Solid Waste and Emergency Response
RRT         Regional Response Team
SFT         Swirling Flask Test
USCG       U.S. Coast Guard
Cover photo: An overhead view of the Deepwater Horizon oil spill. (U.S. Coast Guard photo)
   Hotline
   To report fraud, waste, or abuse, contact us through one of the following methods:
   e-mail:    OIG Hotline@epa.gov
   phone:    1-888-546-8740
   fax:      703-347-8330
   online:    http://www.epa.gov/oig/hotline.htm
   write:    EPA Inspector General Hotline
           1200 Pennsylvania Avenue NW
           Mailcode 8431P (Room N-4330)
           Washington, DC 20460

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                   U.S. Environmental Protection Agency
                   Office of Inspector General

                   At  a   Glance
                                                            11-P-0534
                                                        August 25, 2011
Why We Did This Review

The U.S. Environmental
Protection Agency (EPA),
Office of Inspector General
(OIG), received two Hotline
complaints on the use of
dispersants in response to the
Deepwater Horizon oil spill in
the Gulf of Mexico. We
reviewed the steps EPA took
to analyze the dispersant
Corexit for inclusion on the
National Contingency Plan
(NCP) Product Schedule. We
also determined EPA's role in
the decision to use Corexit in
the response. The OIG Office
of Counsel addressed a perjury
allegation in one  complaint.

Background

The NCP establishes national
response capability and
coordination for oil spills. The
NCP Product Schedule lists
spill-mitigating chemicals that
responders can use in carrying
out the NCP, including
dispersants that emulsify,
disperse, or solubilize oil into
the water column.


For further information,
contact our Office of
Congressional, Public Affairs,
and Management at
(202)566-2391.

The full report is at:
www.epa.gov/oiq/reports/2011/
20110825-11-P-0534.pdf
                                                                 Catalyst for Improving the Environment
Revisions Needed to National Contingency Plan
Based on Deepwater Horizon Oil Spill
 What We Found
EPA and the manufacturer of Corexit completed required steps to include Corexit
products on the NCP Product Schedule. However, EPA has not updated the NCP
since 1994 to include the most appropriate efficacy testing protocol. Subpart J of
the NCP identifies requirements a manufacturer must meet to include a product on
the Product Schedule, including efficacy results using the Swirling Flask Test.
EPA has considered revising Subpart J to change efficacy testing procedures to the
more reproducible Baffled Flask Test. However, EPA had not finalized the
rulemaking before the Deepwater Horizon oil spill occurred because of competing
priorities and changes in management. If EPA had updated Subpart J, more
reliable efficacy data may have been available during the oil spill.

Responders to the Deepwater Horizon oil spill could have used other dispersants,
but not within the applicable window of time designated by Addendum 2 to a
directive issued by EPA and the Coast Guard. EPA's involvement in the response
included issuing Joint Directives to BP, making operational decisions, and
conducting additional dispersant testing. EPA involved senior officials in the
response because (a) the Agency was not prepared for the unprecedented volume
and duration of dispersant use and subsea application, and (b) additional clarity
was needed on roles and responsibilities in responding to a Spill of National
Significance. The involvement of senior EPA officials created confusion as to who
at EPA led response efforts for dispersant use.

The OIG Office of Counsel  did not find evidence supporting the perjury
allegation.

We  noted that EPA took proactive actions to make health and environmental data
available on the Agency's website throughout the  spill response. Also, EPA
demonstrated proactive efforts to improve emergency response plans.
                                What We Recommend
We recommend that the Office of Solid Waste and Emergency Response establish
policies to review and update contingency plans incorporating lessons learned
during the Deepwater Horizon oil spill, and clarify roles and responsibilities for
Spills of National Significance. We also recommend that the office take steps to
revise Subpart J to incorporate the most appropriate efficacy testing protocol and
capture dispersant information. We recommend that the Office of Research and
Development develop a research plan on long-term health and environmental
effects of dispersants. The Agency generally agreed with our recommendations.

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            o
 3
 O

 \.
UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
              WASHINGTON, D.C. 20460
                                                                       THE INSPECTOR GENERAL
MEMORANDUM
SUBJECT:
FROM:
TO:
                                    August 25, 2011
Revisions Needed to National Contingency Plan Based on
Deepwater Horizon Oil Spill
Report No. ll-P-0534
Arthur A. Elkins, Jr. /,
Inspector General
Mathy Stanislaus
Assistant Administrator for Solid Waste and Emergency Response

Paul Anastas
Assistant Administrator for Research and Development
This is our report on the subject audit conducted by the Office of Inspector General (OIG) of the
U.S. Environmental Protection Agency (EPA). This report contains findings that describe problems
we identified and corrective actions we recommend. This report represents the opinion of the OIG
and does not necessarily represent the final EPA position. EPA managers will make final
determinations on matters in this report in accordance with established audit resolution procedures.

The estimated direct labor and travel costs for this report are $277,478.

Action Required

In accordance with EPA Manual 2750, you are required to provide a written response to this
report within 90 calendar days. You should include a corrective actions plan for agreed-upon
actions, including milestone dates. We will post your response on the OIG's public website,
along with our memorandum commenting on your response. Please provide your response as an
Adobe PDF file that complies with the accessibility requirements of Section 508 of the
Rehabilitation Act of 1973, as amended. The final response should not contain data that you do
not want released to the public; if your response contains such data, you should identify the data
for redaction or removal. We have no objections to the further release of this report to the public.
We will post this report to our website at http://www.epa.gov/oig.

If you or your staff have any questions regarding this report, please contact Melissa Heist,
Assistant Inspector General for Audit, at (202) 566-0899 or Heist.Melissa@epa.gov: or Patrick
Gilbride, Director, at (303) 312-6969 or Gilbride.Patrick@epa.gov.

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Revisions Needed to National Contingency Plan                               11-P-0534
Based on Deepwater Horizon Oil Spill
                      Table of Contents
Chapters
   1   Introduction	    1

            Purpose	    1
            Background	    1
            Noteworthy Achievements	    5
            Scope and Methodology	    6

   2   EPA Needs to Revise Subpart J of the NCP to Include a
       More Appropriate Testing Procedure	    8

            EPA Could Have Used a Better Testing Procedure	    8
            Conclusion	   11
            Recommendation	   11
            Agency Comments and OIG Evaluation	   11

   3   EPA Increased Its Involvement During Deepwater Horizon Oil Spill	   12

            Other Dispersants Could Have Been Used but Not in the Time
                 Afforded by the Joint Directive	   12
            EPA Was Not Prepared for Unprecedented Volume and Duration
                 of Dispersant Use and Subsea Application	   14
            Additional Clarity Needed on Roles and Responsibilities for
                 Responses to Spills of National Significance	   17
            Conclusion	   19
            Recommendations	   20
            Agency Comments and OIG Evaluation	   21

   Status of Recommendations and Potential Monetary Benefits	   23
Appendices
   A   Details on Scope and Methodology	  24

   B   Allegation of Perjury by Senior Officials in Congressional Testimony	  26

   C   OSWER's Responseto Draft Report	  27

   D   OIG Evaluation of OSWER's Response	  34

   E   ORD's Responseto Draft Report	  36

   F   Distribution	  37

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                                Chapter 1
                                Introduction
Purpose

             The U.S. Environmental Protection Agency (EPA), Office of Inspector General
             (OIG), received two separate Hotline complaints regarding the use of dispersants
             in response to the Deepwater Horizon oil spill in the Gulf of Mexico. The first,
             received on May 16, 2010, alleged that EPA "approved" the use of Corexit
             although there were other less harmful substances available. We used the
             following objectives to address the first Hotline complaint:

                •   Determine what steps EPA took to analyze Corexit to include it on the
                   National Contingency Plan Product Schedule.

                •   Determine EPA's role in the decision to use Corexit over other dispersants
                   in the Deepwater Horizon oil spill.

             The second Hotline complaint, received July 25, 2010, alleged that EPA was
             covering up the effects of the dispersant being used and alluded to EPA staff lying
             and committing perjury. The OIG Office of Counsel reviewed the perjury
             allegation.

Background

             EPA's Oil Response Authorities and Organization

             EPA's Office of Solid Waste and Emergency Response (OSWER) provides
             policy, guidance, and direction for the Agency's emergency response and waste
             programs. Within OSWER, the Office of Emergency Management (OEM) works
             with other federal partners to prevent accidents as well as to maintain superior
             response capabilities. While several laws address EPA's emergency management
             program, two laws  set forth EPA's responsibilities for responses to oil spills:

                •   Federal Water Pollution Control Act, as amended (Clean Water Act, or
                   CWA)
                •   Oil Pollution Act (OPA) of 1990

             The CWA is the principal federal statute protecting navigable waters and
             adjoining shorelines from pollution. Section 311 of the CWA addresses pollution
             from oil and hazardous substance releases, providing EPA and the U.S. Coast
             Guard (USCG) the  authority to establish a program for preventing, preparing for,
             and responding to oil spills. EPA implements CWA provisions through a variety
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             of regulations, including the National Oil and Hazardous Substances Pollution
             Contingency Plan (National Contingency Plan, or NCP).

             OP A, which expanded the federal government's ability to respond to oil spills,
             became federal law following the Exxon Valdez oil spill. OP A provided new
             requirements for contingency planning by both government and industry. OPA also
             established a 13-member Interagency Coordinating Committee on Oil Pollution
             Research, currently chaired by the USCG. Executive Order 12777, signed in 1991,
             implemented OPA and delegated responsibilities under Section 311 of CWA to EPA,
             the U.S. Department of the Interior, and the U.S. Department of Transportation.

             National Contingency Plan

             The NCP serves as the federal government's blueprint for responding to oil  spills
             and hazardous substance releases. The NCP established national response
             capability and overall coordination among the hierarchy of responders and
             contingency plans for oil spills and hazardous substance releases,  including  a Spill
             of National Significance. For discharges occurring in the coastal zone, the USCG
             Commandant can designate a spill as a Spill of National Significance due to its
             severity, size, location, actual or potential  impact on the public health and welfare
             or the environment, or the complexity of the necessary response effort. The
             federal government performs three fundamental activities pursuant to the NCP:

                •   Preparedness planning  and coordination for response to a discharge of oil
                    or release of a hazardous substance, pollutant, or contaminant
                •   Notification and communications
                •   Response operations at the scene of a discharge or release

             The NCP is a key component of the National Response System, a multilayered
             response network of individuals and teams from federal, state, local, and tribal
             agencies, and industry. The system includes: the National Response Center,
             On-Scene Coordinators (OSCs), the National  Response Team (NRT), and the
             Regional Response Teams (RRTs). The NCP designates EPA and USCG roles
             and responsibilities for the NRT, RRTs, and OSCs. The NRT is responsible for
             national response and preparedness planning, coordinating regional planning, and
             providing policy guidance and support to RRTs. The Director for  OEM serves as
             EPA's representative/chair to the NRT; the USCG serves as vice-chair. RRTs are
             responsible for regional planning and preparedness activities, and providing
             advice and  support to the OSC when activated during a response.  The RRTs are
             co-chaired by EPA and the USCG.

             The NCP designates the USCG as the lead response agency and appoints the OSC
             for spills within or threatening coastal zones, whereas EPA leads and appoints the
             OSC for response to spills that occur in inland zones. For a Spill of National
             Significance in the coastal zone, the NCP  states that the USCG may name a
             National Incident Commander to assume the role of OSC in communicating with
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             affected parties and the public, and coordinating federal, state, local, and
             international resources at the national level. For a Spill of National Significance in
             the inland zone, the EPA Administrator may name a senior Agency official to assist
             the OSC. The NCP says coordination will involve, as appropriate, the NRT, RRTs,
             governors of affected states, and mayors or other chief executives of local
             governments.

             The NCP outlines requirements for contingency planning under OPA and requires
             the development of Regional and Area Contingency Plans to prepare for the
             possibility of an oil spill or hazardous substance release. Area Contingency Plans,
             when implemented in conjunction with other provisions of the NCP, must be
             adequate to remove a worst-case discharge and to mitigate or prevent a substantial
             threat of such a discharge.

             NCP Product Schedule

             Executive Order 12777 delegated to EPA's Administrator the functions in CWA
             Section 311  on schedules of dispersants. Subpart J of the NCP requires EPA to
             prepare and  maintain the Product Schedule, which OEM maintains. The schedule
             is a list of dispersants and other spill-mitigating devices that may be used in
             carrying out the NCP. Dispersants are chemicals that accelerate the natural
             dispersion process created by energy, allowing oil to mix with water. Dispersants
             include surfactants that break down oil into smaller droplets that are more likely
             to dissolve into the water column.  The decision to use dispersants involves trade-
             offs between decreasing risks to water surface and shoreline habitats, and
             increasing potential risks to organisms in the water column and on the sea floor.

             Subpart J lists  12 data requirements that manufacturers must submit to have EPA
             consider including their dispersant products on the schedule. These requirements
             include dispersant application and storage methods, and efficacy and toxicity
             testing information. The requirements limit toxicity testing to acute (short-term)
             studies on one fish species and one shrimp species. Dispersants must demonstrate
             at least a 50 percent plus or minus 5 percent effectiveness on the average of two
             crude oils using a Swirling Flask Test (meaning the product must disperse at least
             45 percent of oil in testing). Subpart J requires that laboratories conduct efficacy
             and toxicity  testing and manufacturers submit test results from these laboratories
             with their product information. There are two levels of review for what
             manufacturers submit: one performed by an EPA contractor, and one performed
             by an OEM  Product Schedule Manager who reviews materials and data for
             completeness before listing products on the schedule. EPA does not perform
             product testing to independently confirm test results submitted by manufacturers.

             Inclusion on the Product Schedule does not mean that EPA approved the product
             for use. Instead, it means the product  may be authorized for use during a spill
             response by the designated federal OSC.
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              Deepwater Horizon Oil Spill

              The Deepwater Horizon mobile offshore drilling unit, owned and managed by
              Transocean and contracted by BP p.I.e., began drilling operations in January
              2010. On April 20, 2010, the Deepwater Horizon unit exploded and caught fire,
              and on April 22 it sank. The spill lasted 87 days and spilled an estimated
              4.9 million barrels of oil,1 making it the largest marine oil spill in U.S. history.
              The USCG, as designated federal OSC (FOSC) for spills occurring in the coastal
              zone, led the federal response to the spill. On April 29, 2010, the Secretary of the
              Department of Homeland Security designated the spill as a Spill of National
              Significance and on May 1, 2010, named a USCG Admiral (then Commandant) as
              National Incident Commander.

              Responders first used dispersants on April 22. Responders used Corexit EC9527A
              and Corexit EC9500A during the response. The standing inventory of EC9527A
              was depleted, and EC9500A became the primary dispersant used during the
              response. On April 30, BP suggested using dispersants subsurface at the source of
              the spill, a novel approach to oil spill mitigation. Responders hoped that, in
              addition to reducing shoreline impacts, subsurface application would result in less
              dispersants used overall. BP conducted three rounds of testing between April 30
              and May 10 on subsurface application, and a mix of federal scientists (including
              but not limited to EPA, the USCG,  and the National Oceanic and Atmospheric
              Administration) worked to create a monitoring protocol for subsurface dispersant
              use. Table 1 lists major response events, including joint actions of EPA and the
              USCG on dispersant applications (denoted in red).
1 In its response to our draft report, OSWER indicated that there is an ongoing investigation into the number of
barrels spilled.
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Table 1: Major events in the Deepwater Horizon oil spill response
  04/20/10   Deepwater Horizon oil drilling rig exploded.
  04/29/10   Homeland Security Secretary designated the spill as a Spill of National Significance and the USCG
            appointed a National Incident Commander (on 05/01/10).
  05/10/10   EPA and the USCG issued a Joint Directive to BP requiring them to implement a monitoring and
            assessment plan for subsurface dispersant applications.
  05/14/10   EPA and the USCG issue Addendum 1 to the Directive on specific details of the monitoring plan and
            requiring BP to include a more thorough oil analysis that will allow EPA to determine whether the
            plume is toxic to aquatic life.
  05/20/10   EPA and the USCG issued Addendum 2 to the Directive requiring BP to identify and use a less toxic
            and as effective dispersant. BP responded to Addendum 2, saying Corexit was the only dispersant
            available in sufficiently large quantities to be useful at the time of the spill.
  05/26/10   EPA and the USCG issued Addendum 3 to the Directive telling BP to establish a goal to reduce
            dispersant application by 75 percent. The Addendum limited subsurface dispersant application to
            15,000 gallons  per day, and eliminated surface application altogether except for when an exemption is
            approved.
  06/09/10   EPA Administrator approved a process for daily approval of surface dispersant applications.
  06/30/10   EPA issued toxicity results on testing on eight dispersants listed on the NCP Product Schedule. EPA
            concluded that  Corexit EC9500A was not significantly more toxic than other dispersants tested.
  07/15/10   The well was capped and oil flow halted.
  08/02/10   EPA issued toxicity results on the second round of testing. Results confirmed that the dispersant used
            in response, Corexit EC9500A, is generally no more or less toxic than other available alternatives.
Source: Information  collected  by OIG research based on a variety of sources.

               Numerous questions have been raised on the effectiveness of dispersants, their
               inherent toxicity, and the toxicity of dispersed oil. EPA maintains a modest oil
               spill research and development program  with one  staff member and limited
               contract staff support,  and a budget between $500,000 and $700,000 annually
               over the last 10 years.

Noteworthy  Achievements

               To increase transparency, EPA made health and environmental data available on
               the Agency's website throughout the spill response and recovery operation. EPA
               monitored air, water, sediment, and waste generated by the cleanup operations.
               EPA posted environmental data, including air quality and water samples, on the
               Agency's website as collected, and updated postings as needed. EPA's monitoring
               and sampling activities provided the USCG and state and local governments with
               information on potential impacts of the oil to the human health of residents and
               aquatic life along the shoreline. EPA's activities included:

                  •   Collecting samples along the shoreline and monitoring for chemicals
                      related to oil and dispersants in the air, water, and sediment
                  •   Supporting and advising USCG efforts to clean the reclaimed  oil and
                      waste from the shoreline
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                 •   Being actively involved with new monitoring procedures for observing
                    effects of dispersants in the subsurface environment

             OSWER demonstrated proactive efforts to improve emergency response plans.
             In a November 2, 2010, memorandum, the OSWER Assistant Administrator listed
             interim actions that RRTs should take in order to benefit from the experiences and
             knowledge gained during the Deepwater Horizon oil spill. The  memorandum
             directed Regional Administrators to engage federal partners through the NRT to
             reassess dispersant use guidelines under the NCP  for future oil  spills. The
             memorandum tasked RRT representatives to work with their partners to revise
             Area and Regional Contingency Plans with respect to dispersant use. For
             example, the memorandum said plans should develop or address:

                 •   A hierarchy of preferred oil spill response measures, including mechanical
                    recovery (such as skimming/booming and controlled burning), followed
                    by dispersant use
                 •   Site-specific and oil-specific rationale for  environmental trade-offs and
                    favorable dispersant use conditions, such as mixing energy, water depth,
                    wind speed, and distance from shorelines
                 •   Steps to include the public and keep them  informed
                 •   A process for longer-term responses and the need for monitoring
                    information to reassess dispersant and chemical use

             Since the Deepwater Horizon oil spill, EPA formed a workgroup, which includes
             OEM, to address necessary revisions  to the NCP,  and undertook efforts to gather
             and apply lessons learned from the spill.
Scope and Methodology
             We conducted our work from August 2010 to May 2011 in accordance with
             generally accepted government auditing standards. Those standards require that
             we plan and perform our review to obtain sufficient, appropriate evidence to
             provide a reasonable basis for our findings and conclusions based on our
             objectives. We believe that the evidence obtained provides a reasonable basis for
             our findings and conclusions based on our objectives.

             To address our first objective, we analyzed the NCP Product Schedule and other
             relevant laws and regulations to determine the steps EPA takes to include a
             dispersant on the schedule. We reviewed information submitted by the
             manufacturer of Corexit EC9527A and EC9500A to get those dispersants listed
             on the schedule.

             To address our second objective, we reviewed relevant laws and regulations that
             authorize the  federal government's response to oil spills. We reviewed federal
             guidance and documents to understand established policies and procedures used
             throughout the response. We conducted research on dispersants,  including
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             dispersant testing protocols and stockpiles. We gathered and analyzed information
             and conducted interviews with OSWER, OEM, Region 6,2 the EPA Office of
             Research and Development (ORD), and the USCG to understand EPA's role in
             decisionmaking on the use of dispersants. Appendix A provides additional
             information on our scope and methodology.

             The OIG Office of Counsel addressed components of one Hotline complaint
             pertaining to perjury allegations. Office of Counsel reviewed testimony by EPA
             senior officials to determine whether evidence demonstrated that perjury existed.
             Appendix B summarizes Office of Counsel's perjury review results.
2 Responders activated the Region 6 RRT because the Deepwater Horizon oil spill occurred in Region 6 waters.
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                               Chapter  2

       EPA Needs to Revise Subpart J of the NCR to

      Include a  More Appropriate Testing Procedure

            EPA and the manufacturer of Corexit completed required steps to include both
            Corexit EC9527A and EC9500A on the NCP Product Schedule. However, EPA
            has not updated the NCP since 1994 to include the most appropriate efficacy
            testing protocol. Subpart J of the NCP identifies the requirements a manufacturer
            must meet for a product's inclusion on the Product Schedule. One of the 12  data
            requirements is efficacy results using the Swirling Flask Test (SFT). EPA's  OEM
            considered revising Subpart J to include changing the efficacy testing procedure
            to the Baffled Flask Test (BFT)—a more reproducible testing procedure identified
            in an EPA study a decade ago. OEM staff worked on revising the rule for a few
            years, but had not finalized the rulemaking before the Deepwater Horizon spill
            occurred because of competing priorities and changes in management.
            Decisionmakers at the time of the spill relied on efficacy results from the SFT,
            which was found to be susceptible  to human error. The BFT has proved more
            reproducible, and if EPA had updated  Subpart J to include it as the standard
            testing protocol, more reliable efficacy data may have been available at the time
            of the Deepwater Horizon oil spill.

EPA Could Have Used a Better Testing Procedure

            Section 311 of the CWA states that the NCP shall include a  schedule identifying
            dispersants that may be used in carrying out the NCP and the quantities of and
            waters in which such dispersants may  be used safely. NCP Subpart J delegates
            EPA the responsibility to "prepare  a schedule of dispersants, other chemicals, and
            other spill mitigating devices and substances, if any, that may be used in carrying
            out the NCP." To include a product on the schedule, a manufacturer must submit
            12 data requirements, including efficacy and toxicity testing results obtained from
            an independent laboratory. At the time of the Deepwater Horizon oil spill,
            Subpart J included the SFT as the required efficacy testing procedure.

            EPA's NCP Product Schedule includes as dispersants Corexit EC9527A and
            EC9500A, both of which were used in the Deepwater Horizon oil spill response.
            EPA first listed Corexit EC9527A  on March 10, 1978, and Corexit EC9500A on
            April 13,  1994. The Corexit manufacturer submitted all required data, including
            SFT results with effectiveness values demonstrating at least 50 percent, plus or
            minus 5 percent, on the average of two crude oils. (Corexit EC9527A efficacy
            results equaled 50.4 percent and Corexit EC9500A results equaled 50 percent.)
            There are two levels of review when manufacturers submit product information
            for inclusion: one performed by an EPA contractor, and the other performed by
            EPA's Product Schedule Manager  who reviews materials and data for
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              completeness before listing products on the schedule. EPA is not required to
              perform product testing to confirm test results submitted by manufacturers.

              The NCP was revised in 1994 to adopt the SFT as the official efficacy laboratory
              testing procedure to list a dispersant on the schedule. Multiple EPA and outside
              experts have expressed concerns with the SFT. In a 2001 report, ORD described
              how it discovered—soon after the 1994 revision and after the SFT's first year of
              use—"unexpected large discrepancies" between the data submitted by dispersant
              manufacturers and those generated by EPA contract laboratories.3 An ORD
              scientist and EPA's lead oil spill researcher said SFT procedures are not
              reproducible and are susceptible to human error. Thus, EPA initiated research in
              1999 to determine and correct the cause of the SFT's poor reproducibility.

              In November 2001, a group of scientists published an EPA-funded research study
              introducing a new testing procedure—the BFT—that was found to be more
              reproducible than the SFT. An ORD scientist explained that a major source of
              reproducibility problems with the SFT pertained to the flask design, which the
              new BFT design addressed. Figure 1 shows both designs. In addition, a  2005
              National Academy  of Sciences report suggested the BFT as a better indicator of
              efficacy than the SFT.  The 2008-2009 biennial report for the Interagency
              Coordinating Committee on Oil Pollution Research noted that EPA intended for
              the BFT to be the new standard. A BP representative said that he does not find the
              SFT relevant in the field.
                Figure 1: SFT and BFT designs
                    Swirling Flask Test apparatus
Baffled Flask Test apparatus
                 Source: ORD.
3 EPA's lead oil spill researcher, Albert D. Venosa, described this history and early concerns with the SFT in a 2010
report, Use of the Baffled Flask Test to Determine the Dispersibility ofS. Louisiana Crude Oil by Eight Oil
Dispersant Products Listed on the NCP Product Schedule.
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              Concerns with the SFT were one issue that prompted EPA to consider revising
              Subpart J when staff first identified issues a decade ago. EPA's OEM informed us it
              had worked on revising the rule for a few years and "prepared a proposed rule to
              modify the efficacy test and several other test and data requirements planned for
              promulgation in late spring 2010. However, publication of the proposed rule was set
              aside. . . ." Former Agency managers said EPA did not finalize revisions due to
              changes in management and competing priorities for program resources. EPA
              promulgated revisions to the Spill Prevention, Control, and Countermeasure rule in
              2002 and implementation of the rule became an Agency focus demanding staff and
              resources. As a result, the NCP has not been updated since 1994.

              Since the spill, the EPA Administrator testified that changes are needed to the NCP's
              Subpart J, including dispersant registration and a more complete range of tests to
              address human and environmental health. EPA informed us, "the available record
              does not suggest the dispersant used was ineffective, or that it would not have also
              passed the BFT." In fact, Corexit EC9500A,4 whose SFT results rank as the least
              effective dispersant, is the second most effective dispersant using BFT results.
              Table 2 lists dispersant efficacy rankings using SFT information from EPA's NCP
              Product Schedule Technical Notebook and BFT results from ORD's 2010 study.
              This recent study intended to determine how effective the eight dispersants
              currently available on the schedule performed on south Louisiana crude oil at the
              two temperatures in the Gulf of Mexico (5°C represents temperature conditions for
              the deep sea dispersant injection, and 25°C represents temperature conditions for
              surface application).

              Table 2: Dispersant efficacy ranking using SFT and BFT
	
1
2
3
4
5
6
7
8
Ranking of efficacy test results (most to least effective)
SFT
DISPERSITSPC1000
ZI-400
SAP-RON GOLD
JD-2000
NOKOMIS 3-AA
NOKOMIS 3-F4
SEA BRAT #4
COREXIT EC9500A
BFT (5°)
DISPERSITSPC1000
COREXIT EC9500A
JD-2000
NOKOMIS 3-F4
NOKOMIS 3-AA
SAF-RON GOLD
ZI-400
SEA BRAT #4
BFT (25°)
DISPERSITSPC1000
COREXIT EC9500A
JD-2000
ZI-400
NOKOMIS 3-AA
SEA BRAT #4
NOKOMIS 3-F4
SAF-RON GOLD
              Source: OIG analysis of NCP Technical Notebook SFT results and ORD's report. Column 1 is an
              average of two oils using the SFT. Columns 2 and 3 are for one oil using the BFT.
              Note: There were differences in testing protocol between the SFT conducted for the schedule and
              this study; therefore, we limited comparability of information to ranking efficacy test results.
4 Corexit EC9527A was not one of the eight dispersants tested because, as we noted in chapter 1, the standing
inventory of EC9527A was depleted and EC9500A became the primary dispersant used during the response. We did
not have BFT results for Corexit EC9527A and could not include it in our analysis.
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Conclusion
             When the Deepwater Horizon oil spill occurred in April 2010, EPA used
             dispersant efficacy data on the Production Schedule that were based on the SFT.
             If EPA had updated Subpart J to include the BFT as the standard testing protocol,
             more reliable efficacy data would have been readily available at the time of the
             spill.

Recommendation

             We recommend that the Assistant Administrator for Solid Waste and Emergency
             Response:

                 1.   Develop appropriate NCP Subpart J testing revisions, including
                    proceeding with plans in place before the Deepwater Horizon oil spill, to
                    incorporate the most appropriate efficacy testing protocol. Develop an
                    action plan with milestones for these and any other necessary revisions
                    and take steps to propose NCP Subpart J revisions.

Agency Comments  and OIG Evaluation

             In its response to our official draft report, OSWER generally agreed with
             recommendation 1. OSWER also provided comments on the report text. OSWER
             stated that, even with the additional information provided by the BFT, the
             dispersant used in the Deepwater Horizon oil spill would likely not have changed,
             and that lessons learned from the spill have informed an ongoing examination of
             Subpart J. While this may have been the case, we maintain that more reliable data
             may have been available had OSWER proceeded with its plan to update Subpart J
             prior to the spill. We revised our report  text as appropriate based on OSWER's
             response. Appendix C includes OSWER's full response, and appendix D includes
             our evaluation.
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                               Chapter 3

             EPA Increased  Its Involvement During
                     Deepwater Horizon  Oil Spill

             We found that responders to the Deepwater Horizon oil spill could have used
             other dispersants in the response, but not within the window of time afforded by
             Addendum 2 to the pertinent Joint Directive. We also found that EPA involved
             senior officials in daily dispersant decisions in addition to the Agency's
             representative to the RRT. Prior to a spill occurring in deep waters, EPA is one of
             several agencies responsible for contingency planning, including worst-case
             discharges, and for listing products on the NCP Product Schedule. During an
             actual spill response, EPA has responsibilities on the NRT and on RRTs. Section
             910 of the NCP discusses the concurrence role for authorization of dispersant use
             associated with the EPA RRT representative. OSWER said that concurrence
             authority is not exclusive and does not prohibit involvement of senior
             management. While we agree that EPA's Administrator retains delegated
             authority, we found that EPA's involvement of senior Agency officials, in
             addition to the RRT representative, created confusion on roles and
             responsibilities. EPA's involvement in dispersant decisions was primarily due to
             USCG's request given concerns surrounding the use of dispersants and subsea
             application. We identified two main reasons why EPA involved senior officials
             during the spill:

               •   EPA was not prepared for this unprecedented spill, including the volume
                   and duration of dispersant use, and subsea dispersant application.
               •   EPA and others needed additional clarity on roles and responsibilities for a
                   response to a Spill of National Significance.

Other Dispersants Could Have Been Used  but Not in the Time
Afforded by the Joint Directive

             The first Hotline complaint we received alleged that EPA approved the use of
             Corexit when other, less harmful substances could have been used. Dispersants
             EPA lists on the NCP Product Schedule "may be authorized for use" by the
             designated FOSC. Subpart J of the NCP requires RRTs to address the desirability
             of using dispersants as a part of their planning activities. Regional and Area
             Contingency Plans must include, as appropriate, pre-authorization plans that
             address the specific contexts in which to use such products. The Region 6 RRT
             granted pre-authorization to the FOSC for dispersant use as defined by the RRT 6
             FOSC Dispersant Pre-approval Guidelines and Checklist. The plan says, "The
             only requirement for dispersant product selection is that the dispersant must be
             included on the NCP Product Schedule and considered appropriate by the FOSC
             for existing environmental and physical conditions."
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             As the FOSC, the USCG approved BP's request to use Corexit EC9527A,
             followed by Corexit EC9500A, in the response. On May 20, 2010, EPA and the
             USCG issued Addendum 2 to the Joint Directive they had issued to BP. The
             addendum required BP to identify and use one or more approved dispersants from
             the Product Schedule that were available in sufficient quantities and were less
             toxic and as effective as  Corexit EC9500A. In addition, Addendum 2 required BP
             to respond to EPA within 24 hours and use the alternate dispersant identified
             within 96 hours of the Addendum's issuance and after receiving EPA's approval.

             BP responded that no other dispersants that met the acute toxicity and effectiveness
             criteria in Addendum 2 were available in sufficient quantities to be useful at the
             time of the spill. According to manufacturers we  spoke with, BP contacted a
             number of them to determine production capacities and inventories available. All
             manufacturers indicated  to BP that they could meet the production requirements but
             needed 3 to 10 days to ramp up production. BP maintained that Corexit EC9500A
             remained the best dispersant option. Dissatisfied  with BP's response, EPA
             contacted manufacturers to verify production capacity and conducted its own
             toxicity testing on eight dispersants.

             BP chose the Corexit product as the dispersant to use due to prevalence and
             national and international stockpiles at the time of the response. In addition, BP's
             Gulf of Mexico Regional Oil Spill Plan listed the Corexit dispersants in over
             99 percent of dispersants inventoried. EPA and the USCG interviewees said
             Corexit has been tested many times, is well known, and responders are
             comfortable with using it in a spill response.

             EPA and the USCG issued Addendum 2 due to the volume of dispersants used
             and because EPA said it received public concerns to use a less toxic dispersant. In
             testimony before the House Energy and Commerce Subcommittee on Energy and
             the Environment, Administrator Lisa P. Jackson said EPA will continue to push
             BP to switch to less toxic alternatives due to the volumes of the dispersants being
             used and the lengthening period of this crisis.  EPA staff said the Agency
             conducted its own toxicity testing on available dispersants to ensure that it based
             decisions about ongoing dispersant use on the best available science. EPA staff
             said its tests were consistent with those required by Subpart J but were conducted
             by one laboratory for comparability of results. EPA said it did this rather than rely
             solely on test data provided by the Product Schedule with test results conducted at
             different times by different laboratories. Additionally, EPA staff said its tests used
             Louisiana Sweet Crude Oil rather than #2 Fuel Oil (stipulated in the NCP) to
             increase applicability of results to the Gulf situation. Finally, OEM's Regulation
             and Policy Development Director said its tests also addressed BP's potential
             endocrine disrupter concern.

             During the spill, EPA used staff resources to obtain more information than was
             available on the NCP Product Schedule. EPA's toxicity testing results, issued on
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             June 30, 2010, verified that results were consistent with the schedule, and indicated
             that none of the eight dispersants tested displayed biologically significant endocrine
             disrupting activity. EPA's testing results did not affect which dispersant responders
             used; Corexit was the only dispersant used in the response. Responders could have
             used other dispersants, but manufacturers would have needed more time to ramp up
             their production than the window of time afforded by Addendum 2. Three of the
             five dispersant manufacturers contacted believed they wasted their time in
             responding to various requests for information, that responders never really
             considered their products, and that responders did not capture their production
             capabilities. OSWER said it was not able to obtain consistent information on
             production capacities from some manufacturers, and that the Agency worked
             during the spill to be as transparent and open as possible with manufacturers.

EPA Was Not Prepared for the Unprecedented Volume and Duration
of Dispersant Use and Subsea Application

             Contingency plans we reviewed were out of date at the time of the Deepwater
             Horizon oil spill and were not updated to reflect deepwater drilling trends, lessons
             learned from a 2002 Spill of National Significance exercise, and past major oil
             spills. The OPA improved the nation's ability to prevent and respond to oil spills
             and provided requirements for contingency planning. The NCP further outlines
             these requirements and states that Contingency Plans shall be adequate to remove
             a worst-case discharge and mitigate or prevent a substantial threat of such a
             discharge. However, there is no specific requirement to update contingency plans
             under the NCP or OPA. Improved contingency planning using available
             information could have better prepared EPA to support USCG's response to the
             spill.

             Various documents address contingency  planning:

                •   OPA established provisions that expanded the federal government's
                    responsibility and resources to respond to oil spills. OPA provided new
                    requirements for contingency planning by both government and industry.
                •   The NCP outlines requirements for Regional and Area Contingency Plans:
                       o   Subpart C requires each designated area to develop a plan adequate
                           to remove a worst-case discharge and to mitigate or prevent a
                           substantial threat of such a discharge.
                       o   Subpart J states that RRTs and Area Committees should address
                           the desirability of using various products on the NCP Product
                           Schedule based on certain environmental conditions. Plans should
                           include applicable pre-authorization plans that address the  specific
                           contexts in which to use such products.
                •   The Region 6 RRT Regional Integrated Contingency Plan calls for
                    continuous reviews on the effectiveness and integration of all plans based
                    on actual response experiences, exercises, and other relevant information
                    (including the spill history of an area) that will lead to enhanced plans.
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              Region 6 RRT contingency plans were outdated at the time of the Deepwater
              Horizon oil spill. The Region 6 RRT completed an interim update to non-
              dispersant sections in the Regional Integrated Contingency Plan on May 20, 2010,
              subsequent to the explosion that caused the Deepwater Horizon oil  spill. The
              RRT-6 FOSC Dispersant Pre-approval Guidelines and Checklist was last updated
              in 2001. One EPA official described plan revisions as a very detailed and
              complicated process, but said a catastrophic event would trigger updates to
              contingency plans. Plans were not updated to address the following events:

                 •  A dramatic expansion of deepwater drilling in the Gulf of Mexico. Oil
                    production in the Gulf grew from 275 million barrels in 1990, where
                    4.4 percent came from deepwater wells, to 567 million barrels in 2009,
                    where deepwater wells yielded more than 80 percent of the  total. In
                    addition, from 2001 to 2004, 11 major oil fields were discovered in water
                    depths of 7,000 feet or more. Figure 2 shows  the increase in water depth of
                    wells drilled in the Gulf from 1940 to 2010.

                 •  Lessons learned from a  Gulf of Mexico  Spill  of National Significance
                    exercise in 2002 stating that pre-authorization plans should  address
                    potential shortfalls of dispersant supplies and equipment.  The lessons
                    learned document assigned EPA and the USCG as the steward agencies,
                    yet plans were not updated to address  potential dispersant shortfalls.
                    OSWER said that dispersants were not used in this exercise but agreed
                    that pre-authorization plans should address potential shortfalls of
                    dispersant supplies and  equipment.

                 •  Hurricanes Katrina and  Rita in 2004 and 2005, which collectively
                    destroyed 113 oil platforms, 70 vessels,  and nearly 130 oil and natural gas
                    pipelines, and ravaged the Gulf Coast with major impacts to offshore
                    infrastructure and operations.

              Figure 2: Depth of wells in the Gulf of Mexico, 1940 to 2010
                    12,000
                        1940
                               1950
                                        1960
1970     1980
   Year
                                                              1990
                                                                       2000
                                                                              2010
              Source: National Commission on the BP Deepwater Horizon Oil Spill and Offshore Drilling, Final
              Report (January 2011), based on data from the Bureau of Ocean Energy Management, Regulation,
              and Enforcement within the Department of the Interior.
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              Further, contingency plans were not updated based on other historical spills. The
              2010 Region 6 RRT Regional Integrated Contingency Plan defines a major
              discharge as greater than 100,000 gallons in coastal waters. The Ixtoc I spill in the
              Gulf of Mexico in 1979 released 3.3 million barrels of oil and lasted over
              10 months. Between 1 million and 2.5 million gallons of mostly Corexit
                                     dispersant products were applied. OSWER said lessons
                                     from this 1979 spill were available before the
                                     contingency plan was drafted. However, we found that
                                     knowledge gained from this spill was not considered by
                                     the Region 6 RRT when drafting its Regional Integrated
                                     Contingency Plan to better address worst-case
                                     discharges and spill duration. In addition, ORD's
                                     Assistant Administrator said ORD would have liked to
                                     have more data and insight from the Ixtoc I spill to build
                                     into decisionmaking for future spills.
                               ^M
The Ixtoc oil spill. (National Oceanic and
Atmospheric Administration photo)          During the Deepwater Horizon oil spill, a number of
                                    concerns were not addressed in contingency plans,
              especially with regard to dispersants. For  example, one EPA director described
              the novel approach of applying  dispersants subsurface as "somewhat trial and
              error." Concerns included questions on the potential impact of the volume of
              dispersants applied, effectiveness of dispersants at such low temperatures, oil
              weathering as it rose to the surface, and environmental effects on the deep sea.
              The Region 6 RRT Regional Integrated Contingency Plan itself lists one of the
              disadvantages of dispersants as  "lots of unknowns."

              The Region 6 RRT did not update its plans because there is no requirement to do
              so. Even though the Region 6 RRT Regional Integrated Contingency Plan calls
              for the RRT to continuously review the effectiveness of plans, the NCP and OPA
              do not require plans to be reviewed and updated. Response plans contained
              boilerplate language taken from the NCP  with slight variation based on local
              geography. For example, the section on Chemical Countermeasures in the
              Region 6 RRT Regional Integrated Contingency Plan essentially repeats the
              information in Subpart J of the NCP. The plan does not address Region 6
              RRT-specific issues such as logistical boundaries where dispersants may not be
              used or discussion of the pre-authorization plan.

              An EPA Region 6 division director said he did not believe EPA could have
              anticipated a spill of this magnitude, and OSWER said that the dispersant pre-
              approval plan was not anticipated for long-term  use. However, more detailed and
              updated contingency planning using available information could have better
              prepared EPA and others to respond to the spill. Future planning should consider
              the Deepwater Horizon scenario and address worst-case discharges, lessons
              learned from Spill of National Significance exercises, and industry trends. OEM
              staff said the RRT is working to revisit the conditions associated with dispersants
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             under the pre-authorization plans. Additionally, on November 2, 2010, OSWER's
             Assistant Administrator provided interim actions to RRTs to address issues raised
             during the Deepwater Horizon oil spill. The interim actions call for Area and
             Regional Contingency Plans to consider various conditions and limitations to
             dispersants. The interim actions said plans should consider site-specific and oil-
             specific rationale for environmental trade-offs and favorable dispersant use
             conditions, as well as a process for longer-term responses and the need for
             monitoring information to reassess dispersant use.

Additional Clarity Needed on Roles and  Responsibilities for
Responses to Spills of National Significance

             Additional guidance is needed on the roles and responsibilities for responding to a
             Spill of National Significance. As the first Spill of National Significance in the
             United States, and due to the unprecedented nature of the spill, EPA increased its
             involvement during the Deepwater Horizon response. EPA's involvement was
             primarily due to USCG's request given concerns surrounding the use of
             dispersants and subsea application. EPA was involved and concurred with the
             decision to use dispersants subsurface, issued a Joint Directive and Addenda with
             the USCG to BP, and became involved in daily operational dispersant decisions.
             The NCP and the National Response Framework allow the response structure to
             adjust to include senior Agency officials, especially when responding to a Spill  of
             National Significance. However, the NCP does not provide guidance on the roles
             and responsibilities of the National Incident Commander and other high-level
             officials. As a result, involvement of senior EPA officials created confusion as to
             who in EPA made dispersant decisions.

             Under the NCP, for spills occurring in coastal zones, EPA is responsible for
             planning prior to a spill and supporting the USCG during a response. The NCP
             states that for a Spill of National Significance in the coastal zone, the USCG may
             name a National Incident Commander who assumes the role of the OSC in
             communicating with affected parties and coordinating resources at the national
             level. The NCP further states that coordination will involve the NRT, RRTs, and
             others as appropriate. However, the NCP does not address how high-level
             officials other than the National Incident Commander can and should participate
             in such a response.

             Responders encountered a number of unique circumstances in the Deepwater
             Horizon oil spill, such as the spill lasting 87 days and using close to 2 million
             gallons of dispersants. Through its role as NRT chair, EPA became involved in
             the decision to use dispersants subsurface at the request of the USCG FOSC.
             Subsurface application was a novel approach to oil spill mitigation, and there was
             limited knowledge on the effects of applying dispersants a mile below the surface.
             EPA and the USCG issued a Joint Directive and Addendum 1 to BP outlining a
             subsurface dispersant monitoring plan. EPA had never issued a joint directive
             with the USCG before, and this action allowed the Agency to become more
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             involved in the spill response, as EPA and the USCG held BP accountable for
             following the Directive.
             From left: An example of surface dispersant application (USCG photo); an example of a subsurface
             dispersant application (image taken from Macondo video feed; photograph republished from
             MSNBC/AP with permission from BP).

             On May 26, 2010, EPA and the USCG issued Addendum 3 to the Directive and
             required BP to limit the use of dispersants subsurface to 15,000 gallons per day
             and eliminate surface application except when granted exemption. It was unclear
             in our review what scientific basis responders used to set the  15,000-gallon limit.
             The Addendum sought to limit dispersant use and require more documentation
             because of concerns about ongoing  dispersant applications in such large volumes.
             Given unknowns on the long-term health and environmental effects of
             dispersants,  EPA wanted to use the  least amount possible to be effective. Because
             of the Deepwater Horizon oil spill, Congress appropriated $2.0 million to EPA to
             support research on the short- and long-term environmental and public health
             implications associated with  the spill and surface/subsurface dispersant
             applications. ORD plans to further its research efforts to include innovative and
             expansive approaches to spill remediation.

             Rather than  EPA's involvement occurring though the RRT and NRT as would
             happen in a  typical response  under the NCP, senior EPA officials became
             involved in daily surface dispersant decisions. The Agency was concerned about
             the precedent-setting amount of dispersants used and the number of exemptions
             the USCG granted with minimal justification. On June 9, 2010, EPA developed a
             hierarchy of decisionmaking intended to give staff-level EPA RRT
             representatives on the ground some role in daily decisionmaking on surface
             exemptions. However, internal communications indicated that senior Agency
             officials made decisions on surface  applications. Key staff in Region 6, including
             EPA's representative to the Region  6 RRT and staff involved in the response, said
             they did not have the decisionmaking authority for the Agency to approve
             dispersant applications. However, our review showed they were involved in
             gathering information for decisionmaking by senior EPA officials. One Region 6
             response official described the process  as "very political" and said "operational
             control was  taken away from the region." As a result, EPA's involvement of
             senior officials in  daily surface application decisions created confusion as to who
             in the Agency made decisions. In its response to our draft report, OSWER said


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EPA Administrator Jackson during one Gulf trip.
(Photo from vwvw.RestoreTheGulf.gov).
that the RRT representative was heavily involved in the decisionmaking process,
and that the decisionmaking process included RRT and NRT members. OSWER
also said that senior Agency officials in Area Command, in consultation with
EPA's representatives in the Incident Command, gave concurrence to the FOSC.

                               EPA's Administrator increased her involvement,
                               as well as that of other senior Agency officials,
                               due to the novel approach of applying dispersants
                               subsurface, the size and nature of the spill, the
                               volume of dispersants used, and political
                               interest.5 In our interview with Administrator
                               Jackson, she said, "As good as our field staff is, I
                               was not going to have the response progress
                               without a senior set of eyes . . .  especially when
                               you have the White House involved. ..."
                               Additionally, in her testimony on July 15, 2010,
                               the Administrator said, "I think a unified
command makes sense for smaller spills, but on something like this, there needs to
be additional clarity."

The concurrence process in place for surface dispersant application created delays
as EPA established a process requiring decisions be elevated to the OSWER
Assistant Administrator and, at times, to the Administrator. EPA  senior officials
believe their involvement in the decision to apply dispersants subsurface reduced
the total amount of dispersants applied overall (subsurface and surface). EPA
officials also believe subsurface dispersant application was effective. In its
response to our draft report, OSWER said that all decisions regarding dispersants
and involving senior officials were clearly and appropriately vetted through the
NRT and the RRT, and that EPA acted consistent with the NCP in concurring on
the USCGFOSC's decisions. However, as the President's Commission Report
noted,  due to insufficient guidance on roles and responsibilities for a Spill of
National Significance, additional protocol is needed that accounts for participation
by high-level officials. OSWER agrees with the need for additional clarity on
roles and responsibilities, as well as coordination and communication,  for
responding to a Spill of National Significance.
Conclusion
              Due to concerns surrounding the unprecedented volume and duration of
              dispersant use and subsea application, EPA involved senior officials in addition to
              the RRT representative. While Subpart J of the NCP discusses the RRT
5 A number of EPA officials testified before Congress. Throughout the spill and after the well was capped, the EPA
Administrator testified four times, the Deputy Administrator testified once, and ORD officials testified four times.
In addition, EPA participated in hearings before the National Commission on the BP Deepwater Horizon Oil Spill.
Political officials asked EPA questions on its roles and responsibilities in an oil spill response and the health and
environmental effects of dispersants.
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             representatives' concurrence role for dispersant use, it does not preclude the
             involvement of senior officials. However, EPA's involvement of senior Agency
             officials in dispersant decisions created confusion within and outside the Agency.
             Additionally, EPA did not update plans and was not prepared for a spill of this
             magnitude, including the subsea use of dispersants. EPA could better respond to
             future significant spills by enhancing planning efforts to address unknowns
             encountered in the Deepwater Horizon response and by clarifying roles and
             responsibilities of senior Agency officials.
Recommendations
             We recommend that the Assistant Administrator for Solid Waste and Emergency
             Response:

                 2.  Have the OEM Director work through the office's NRT capacity to
                    establish a policy that calls for periodic reviews and updates to
                    contingency plans, after considering lessons learned from major national
                    and international oil spills, and/or based on area trends in oil  drilling.

                 3.  Modify the NCP Product Schedule and contingency plans to  include
                    additional information (such as testing on crude oil, subsurface dispersants
                    application, volume and duration limits, etc.) learned from the Deepwater
                    Horizon oil spill response and use such information to revise and update
                    Area and Regional Contingency Plans.

                 4.  Develop policies/procedures for subsurface dispersant application and
                    modify pre-authorization plans to address subsurface use.

                 5.  Develop guidance and training for a Spill of National Significance that
                    clarifies roles and responsibilities for high-level Agency officials. Review
                    this response and the NCP and work with federal partners to  address
                    lessons learned and include detail on how to respond to a Spill of National
                    Significance.

                 6.  Review and analyze NCP Subpart J toxicity testing protocols to ensure
                    that emergency responders have the information necessary for appropriate
                    subsurface dispersant use for future oil spills.

                 7.  As part of the action to review NCP Subpart J requirements,  address the
                    need to capture and maintain dispersant manufacturer production
                    capacities, equipment requirements, and other necessary information to
                    better prepare for future oil  spills. Make this information widely available
                    to the response community.
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             We recommend that the Assistant Administrator for Research and Development:

                 8.  Develop a research plan to address gaps on long-term health and
                    environmental effects of dispersants.

Agency Comments and OIG Evaluation

             In ORD's response to our draft report, ORD agreed with recommendation 8.
             ORD indicated that it has already taken steps to address this recommendation,
             such as developing a longer-term strategy to address gaps specifically related to
             the health and environmental effects of dispersants and other oil-spill-related
             research needs. We concur with ORD's planned actions. We will make final
             determinations on these actions once we review ORD's corrective action plan and
             milestone dates to address our recommendation, and this recommendation is
             unresolved with resolution efforts in progress. Appendix E contains ORD's
             response.

             OSWER generally agreed with our recommendations. OSWER's response
             included comments on the text in chapter 3, most notably on the unprecedented
             nature  of the Deepwater Horizon oil spill. We agree with OSWER on the
             magnitude of the spill, and we did not intend to imply that EPA's support to the
             USCG was inadequate or that decisions were inappropriate. We believe that our
             findings and corresponding recommendations align with the fact that this event
             was unprecedented, and that EPA should take action to address lessons learned.
             We discussed OSWER's response and our disposition in two meetings wherein
             we focused on EPA's role under the NCP. OSWER and EPA's Office of General
             Counsel provided us the following information, which we summarized in
             chapter 1:

                    The Deepwater Horizon Oil Spill was declared a Spill of National
                    Significance. When there is a Spill of National Significance, the
                    FOSC assigned by the USCG for a coastal spill can appoint a
                    National Incident Commander. Under 40 CFR 300.323(c) of the
                    NCP, the National Incident Commander has the authority to
                    coordinate federal, State, local, or national resources for the
                    response. It is our understanding that the National Incident
                    Commander called upon the EPA Administrator for involvement in
                    various response actions, including the use of dispersants.

                    The NCP also provides for NRT involvement in a response,
                    particularly in novel or significant situations. Please see 40 CFR
                    300.110.

                    While 40 CFR 300.910 discusses the concurrence role for
                    authorization of dispersant use associated with the EPA RRT
                    representative, that concurrence authority is not exclusive and does
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                    not prohibit the involvement of senior management. The authority,
                    jurisdiction, and implementation provisions in the NCP flow from
                    Section 311 of the Clean Water Act and are reflected in Executive
                    Order 12777. All authorities under CWA 311 are delegated either
                    directly to the Administrator by Congress, or by Executive Order
                    12777 from the President to the Administrator. While the
                    Administrator's authority may be further delegated through senior
                    management on down to the RRT representative, the Administrator
                    (and other delegatees) retain the authority to act. The mere
                    delegation of authority does not prohibit the delegator from
                    exercising said authority.

             OSWER agreed with recommendations 2, 3, 4,  and 6, and stated that work is
             already underway to address most of the recommendations. We will make final
             determinations on these actions once we review OSWER's corrective action plan
             and milestone  dates to address our recommendations, and these recommendations
             are unresolved with resolution efforts in progress. OSWER suggested the
             following revision to recommendation 5: "Develop training for a  Spill of National
             Significance event that clarifies roles and responsibilities for high-level Agency
             officials. Review the response and work with federal partners to address lessons
             learned." We do not entirely agree with this revision because training alone may
             not fully address lessons learned from the response. We believe that, in addition
             to training, EPA should develop guidance based on lessons learned and be open to
             considering  any necessary revisions to the NCP. We revised recommendation 5 to
             include some of OSWER's suggested language. For recommendation 7, OSWER
             said that the proposed rule on Subpart J revisions may ask for comment on the
             manufacturer being responsible for tracking production capacities. We recognize
             this and adjusted our recommendation. Appendix C includes OSWER's full
             response, and appendix D includes our evaluation of that response.
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                         Status  of Recommendations and
                               Potential Monetary Benefits
                                         RECOMMENDATIONS
 Rec.   Page
  No.     No.
                                  Subject
                                                              Status1
                     Planned
                    Completion
   Action Official        Date
                                 POTENTIAL MONETARY
                                   BENEFITS (in SOOOs)
Claimed
Amount
Agreed
  To
Amount
              Develop appropriate NCR Subpart J testing revisions,
              including proceeding with plans in place before the
              Deepwater Horizon oil spill, to incorporate the most
              appropriate efficacy testing protocol. Develop an action
              plan with milestones for these and any other necessary
              revisions and take steps to propose NCR Subpart J
Assistant Administrator
 for Solid Waste and
Emergency Response
         20   Have the OEM Director work through the office's NRT
              capacity to establish a policy that calls for periodic
              reviews and updates to contingency plans, after
              considering lessons learned from major national and
              international oil spills, and/or based on area trends in oil
              drilling.

         20   Modify the NCR Product Schedule and contingency plans
              to include additional information (such as testing on crude
              oil, subsurface dispersants application, volume and
              duration limits, etc.) learned from the Deepwater Horizon
              oil spill response and use such information to revise and
              update Area and Regional Contingency Plans.

         20   Develop policies/procedures for subsurface dispersant
              application and modify pre-authorization plans to address
              subsurface use.

         20   Develop guidance and training for a Spill of National
              Significance that clarifies roles and responsibilities for
              high-level Agency officials. Review this response and the
              NCR and work with federal partners to address lessons
              learned and include detail on how to respond to a Spill of
              National Significance.

         20   Review and analyze NCR Subpart J toxicity testing
              protocols to ensure that emergency responders have the
              information necessary for appropriate subsurface
              dispersant use for future oil spills.

         20   As part of the action to review NCR Subpart J
              requirements, address the need to capture and maintain
              dispersant manufacturer production capacities, equipment
              requirements, and other necessary information to better
              prepare for future oil spills. Make this information widely
              available to the response community.

         21   Develop a research plan to address gaps on long-term
              health and environmental effects of dispersants.
Assistant Administrator
 for Solid Waste and
Emergency Response
Assistant Administrator
 for Solid Waste and
Emergency Response
Assistant Administrator
 for Solid Waste and
Emergency Response

Assistant Administrator
 for Solid Waste and
Emergency Response
Assistant Administrator
 for Solid Waste and
Emergency Response


Assistant Administrator
 for Solid Waste and
Emergency Response
Assistant Administrator
  for Research and
    Development
10 = recommendation is open with agreed-to corrective actions pending
 C = recommendation is closed with all agreed-to actions completed
 U = recommendation is unresolved with resolution efforts in progress
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                                                                        Appendix A

               Details on Scope and Methodology

We conducted our review to address two Hotline complaints on use of dispersants in the
Deepwater Horizon oil spill. We sought to determine what steps EPA took to analyze the
dispersant Corexit to include it on the NCP Product Schedule, as well as EPA's role in the
decision to use Corexit over other dispersants. To address both objectives, we reviewed and
summarized relevant laws, regulations, and guidance on oil spill response, including the NCP,
OP A, CWA, and Executive Order 12111. We reviewed activities by several EPA offices,
including OSWER,  OEM, ORD, Region 6, and the Administrator's office. We also interviewed
key USCG officials given that the USCG served as the lead response agency.

To address our first objective we:

   •   Analyzed the NCP Product Schedule and reviewed information submitted by the
       manufacturer of Corexit to get listed on the schedule.
   •   Interviewed current and former Product Schedule Managers in OEM to determine the
       process of including a product on the Product Schedule.
   •   Interviewed an EPA contractor about its role supporting OEM in reviewing submissions
       for the NCP Product Schedule, including the contractor's analysis of manufacturer-
       submitted requirements and staff qualifications.
   •   Reviewed proposed revisions EPA planned for Subpart J of the NCP before the
       Deepwater Horizon oil spill occurred and met with OSWER and OEM officials to discuss
       necessary revisions to Subpart J as a result of the spill.
   •   Interviewed former OEM Regulation and Policy Development Division Directors to
       understand why revisions to Subpart J of the NCP  were not finalized before the
       Deepwater Horizon spill.
   •   Interviewed an ORD dispersant expert to gain an understanding of dispersants and
       efficacy testing protocols, including the SFT and BFT.

To address our second objective we:

   •   Documented the timeline of events of the Deepwater Horizon oil spill to understand the
       sequence of events and highlight EPA's activities.
   •   Reviewed contingency plans from the Region 6 RRT as well as BP's Gulf of Mexico
       Regional Oil Spill Response Plan to understand the level of preparation plans provided
       during the response as well as the organizational structure underlying the response.
   •   Reviewed congressional testimony from EPA's Administrator, Deputy Administrator,
       Assistant Administrator for ORD,  and an ORD Division Director.
   •   To understand EPA's involvement throughout the  response, including decision making
       on dispersants, interviewed:
          o  The Administrator
          o  Deputy Administrator
          o  Assistant Administrators for OSWER and ORD
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          o  Acting Director and other key staff within OEM
          o  The Director of the Superfund Division and key staff in Region 6, including
             EPA's representative to the Region 6 RRT and staff involved in the response.
   •   To understand the role of EPA versus that of the USCG, interviewed the Admiral
       appointed as National Incident Commander, FOSCs who served during the 87-day
       response, and USCG's deputy area commander and representative to the Region 6 RRT.
       Also, reviewed e-mails and other documentation provided by the USCG.
   •   Reviewed documentation, meeting notes, and e-mails from Region 6, OSWER, and
       ORD, including the Joint Directive and Addenda from EPA and the USCG, to understand
       the flow of communication regarding the surface and  subsurface use of dispersants.
   •   Attended a National Science Foundation Dispersant Workshop and a Clean Gulf
       Conference to gain insight into the oil spill response industry  and the role that dispersants
       have during a response.
   •   Conducted research on dispersants, including dispersant testing protocols and stockpiles.
   •   Interviewed dispersant manufacturers to determine availability and production capacity
       of their products and whether responders considered their products during the spill.

In May 2010, President Obama established the National Commission on the BP Deepwater
Horizon Oil Spill and Offshore Drilling through Executive Order 13543. The commission
examined the relevant facts and circumstances concerning the root causes of the Deepwater
Horizon explosion, fire, and spill and options to mitigate the impact of future spills. We reviewed
staff working papers and the final report, issued to the President in January 2011, to assess the
Commission's review and relevance on our two objectives.

The OIG Office of Counsel addressed components of the Hotline complaint alleging that the
EPA Administrator and employees committed perjury. Office of Counsel reviewed testimony by
EPA senior officials to determine whether evidence demonstrated that perjury existed. Appendix
B summarizes Office of Counsel's perjury review results.
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                                                                        Appendix B
        Allegation of Perjury by Senior EPA Officials
                    in Congressional  Testimony
We received a Hotline complaint on July 25, 2010, asserting, among other matters, that EPA was
covering up the effects of the Corexit dispersant. The Hotline referred to claims by an EPA
employee that Administrator Jackson perjured herself in testimony before Senator Mikulski on
July 15, 2010, by making false statements that Gulf air and water are safe. Our Office of Counsel
reviewed allegations concerning perjury and did not address the cover-up allegation. In its
response to our draft report, the Agency denied any cover-up and said that it took aggressive
steps to affirmatively disclose data regarding dispersant use. We noted the Agency's response on
this point in chapter 1 of our report under "Noteworthy Achievements."

Even though the perjury allegation only identified the testimony given by the Administrator on
July 15, 2010, our Office of Counsel reviewed nine sworn statements (including that given by
the Administrator on July 15, 2010), and related responses to "Questions for the Record,"
provided by senior EPA officials to Congress during the response. To determine whether any
such evidence of perjury existed, our Office of Counsel relied on the legal definition of perjury
and the following three required elements of a perjury offense:

    1.   The first element is that the party must be under oath during their testimony, declaration,
       or certification.
   2.   The second element is that the party must have made a false statement.
   3.   The third element is proof of specific intent, that is, that the party made the false
       statement with knowledge of its falsity, rather than because of confusion, mistake or
       faulty memory. The false statement must be material to the proceedings. A false
       statement is material if it has "a natural tendency to influence, or is capable of
       influencing, the decision of the decision-making body to which it was addressed."

The review did not find evidence supporting the elements of perjury. As none of the testimony
reviewed demonstrated any evidence that tended to indicate that senior EPA officials committed
perjury, the OIG did not make any recommendations to EPA on allegations of perjury raised in
the Hotline complaint.
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                                                                        Appendix C

               OSWER's Response to Draft Report

                                    June 3 0,2011

MEMORANDUM

SUBJECT:   Environmental Protection Agency's (EPA) Response to OIG's Draft Report:
             "Revisions Needed to National Contingency Plan Based on Deepwater Horizon
             Oil Spill;' Project No. OA-FY10-0221

FROM       Mathy Stanislaus
             Assistant Administrator

TO:          Melissa M. Heist
             Assistant Inspector General for Audit

We appreciate the opportunity to comment on the Office of Inspector General (OIG) draft audit
report: "Revisions Needed to National Contingency Plan Based on Deepwater Horizon Oil Spill"
(Project No. OA-FY10-0221), dated May 24, 2011.

The Deepwater Horizon (DWH) Oil Spill was an unprecedented event requiring an extraordinary
response.  Throughout the course of the spill and for a time following the capping of the well,
EPA collected, analyzed and posted data on the Agency's website for over 5,000 air, waste,
sediment, and water samples; developed and implemented policies associated with the
unanticipated use of dispersants necessitated by this event; conducted scientific testing in
expedient timeframes; and demonstrated proactive efforts to improve operations. Although the
report recognizes many of the Agency's accomplishments and we generally agree with the
recommendations, there are portions requiring clarification, and we modified the fifth and
seventh recommendations.

The report does not accurately delineate the roles of EPA and the U.S. Coast Guard (USCG) in
the DWH response. Under the National Contingency Plan (NCP), the USCG is the lead agency
in response to coastal oil spills. EPA is the lead agency in response to inland oil spills.  In this
event, EPA supported the USCG and worked with federal partners to ensure timely and
responsible decisions. In this regard, the statement that "EPA was not prepared for quantity and
duration of dispersant use" (pp  11 and 13) should be clarified to avoid the implication that the
support EPA provided to the USCG was inadequate. EPA acknowledges that the quantity and
duration of dispersant use were unprecedented during the DWH Spill of National Significance
(SONS) event.

EPA mobilized quickly and efficiently in support of the federal  spill response. Numerous
activities demonstrate EPA's contributions, including deployment of personnel and equipment
into the field, enhanced monitoring activities, daily public data posting, collaboration and
cooperation with federal partners, involvement and expertise of EPA's research community to


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support decision making with sound science, development of waste management strategies and
incorporation of environmental justice concerns into any and all decision-making. Throughout
the course of the spill, EPA conducted this work at the highest level of scientific integrity, while
adapting and responding rapidly to ever-changing conditions and challenges of a crisis.

Our specific comments (provided in the Attachment) address concerns that require attention and
consideration. Should you have any questions, please contact Dana Tulis in the Office of
Emergency Management at (202) 564-8600. We appreciate your efforts and your incorporation
of our comments as you develop the final report.

This transmittal covers responses to recommendations regarding OSWER.  Assistant
Administrator Paul Anastas has indicated that he will respond separately regarding
recommendations applicable to ORD.

Attachment

cc:    Paul  Anastas

                                    ATTACHMENT

Specific comments are detailed below by section  and chapter:

"At a Glance"

   1.  "... EPA did not proceed with rulemaking before the Deepwater Horizon oil spill
       occurred because of competing priorities and changes in management. If EPA had
       updated Subpart J, more reliable efficacy data could have been readily available during
       the oil spill."   Although this is true, only three of the eight dispersant products tested by
       EPA for effectiveness using the preferred  Baffled Flask Test would pass proposed
       efficacy criteria.  One of the three is the dispersant used in the spill.  Consequently, even
       with  this additional information, the dispersant used in this spill would likely not have
       changed. Separately, the lessons learned from DWH have informed an on-going
       examination of Subpart J.

   2.  "EPA increased its involvement because (a) it was not prepared for the amount of the
       dispersant use, and (b) additional clarity was needed on roles and responsibilities in
       responding to a Spill of National Significance. EPA 's increased involvement created
       confusion as to who at EPA led response efforts for dispersant use." EPA increased its
       involvement not because it wasn't prepared for the amount of dispersant use but because
       the amount of dispersant use was unprecedented. EPA has decision-making authority
       under Subpart J of the NCP. The EPA representative to the Regional Response Team
       (RRT) must concur on any pre-authorization for  the use of chemical agents (such as
       dispersants, surface washing agents, surface collecting agents, bioremediation agents, and
       miscellaneous oil spill agents) for any oil  spill. The EPA representative to the RRT must
       also concur on the use of chemical agents for spill situations not addressed by pre-
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       authorization plans. During the Deepwater Horizon spill, EPA was consulted and
       responded in an expeditious manner.

Chapter 1

   1.   Page 2, "For a Spill of National Significance, Subpart D of the NCP states that USCG
       [United States Coast Guard] and EPA can name a National Incident Commander to
       assume the role ofOSCfor spills occurring in coastal and inland zones, respectively.'"
       The statement does not fully reflect 40CFR300.323. The USCG appoints the FOSC in
       the coastal zone and EPA appoints the FOSC in the inland zone.  The "National Incident
       Commander" title is used in 40CFR300.323 only for the coastal zone.

   2.   Page 4, "The spill lasted 87 days and spilled an estimated 4.9 million barrels of oil,
       making it the largest marine oil spill in U.S. history." OIG should note that investigation
       into the number of barrels spilled is ongoing.

Chapter 2

   1.   Page 1, "The BFT [Baffled Flask Test] has proved more reproducible, and if EPA had
       updated Subpart J to include it as the standard testing protocol, more reliable  efficacy
       data would have been readily available at the time of the Deepwater Horizon oil spill."
       As noted above, it is true more reliable efficacy data would have been available at the
       time of the spill. But test results shows that this data may not have made any difference
       in the dispersant used.

   2.   Table 2, "Dispersant Efficacy Ranking Using SFT[Swirling Flask Test] andBFT
       [BaffledFlask Test]" may be misleading. The efficacy test  data in Column 1  is  an
       average of two oils using the SFT while the data in Columns 2 and 3 is for only one oil
       using the BFT. The underlying data confirms that the dispersant used compares well
       with all those available at the time of the spill.

Chapter 3

   1.   Page 1, " We found that responders to the Deepwater Horizon oil spill could have used
       other dispersants in the response, but not within the window  of time afforded by
       Addendum 2  to the pertinent Joint Directive. Further, we found that EPA increased its
       involvement in the Deepwater Horizon oil spill response beyond the role envisioned for
       the Agency in the NCP for deep water spills, due primarily to USCG's request given
       concerns surrounding the use of dispersants and subsea application"  Choice  of
       dispersants was initially vested in the USCG FOSC. In exercising its concurrence via the
       Joint Directive, EPA reviewed  available information and required additional toxicity
       testing. EPA increased its involvement given the concerns surrounding the use of
       dispersants but its role was entirely consistent with the NCP. Prior to the Deepwater
       Horizon oil spill the US had never used dispersant subsea or in such quantities. Finally,
       as noted above, the EPA representative to the RRT must concur on any pre-authorization
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       for the use of chemical agents on any oil spill or on the use of chemical agents for spill
       situations not addressed by pre-authorization plans.
        See Appendix D, Note 1, for OIG Response.
   2.  Page 11, 'EPA was not prepared for the amount and length of dispersant use." The
       magnitudes of oil spilled and dispersant used were unprecedented. However, this should
       not imply that EPA's support was inadequate.

   3.  Page 12, "Three of the five dispersant manufacturers contacted believed they wasted their
       time in responding to various requests for information, that responders never really
       considered their products, and that responders did not capture their production
       capabilities. " EPA is sympathetic with the manufacturer's concerns.  At the same time,
       as noted above, USCG had the lead for dispersant choice. EPA worked during the spill to
       be as transparent and open as possible regarding the situation with manufacturers under
       unusual circumstances and the challenges associated with potentially interrupting the spill
       response to change products along with whether sufficient quantity could be provided.
       EPA was not able to obtain consistent information regarding production capacities from
       some of the manufacturers.

   4.  Page 13, "Improved contingency planning using available information could have better
      prepared EPA to support USCG's response to the spill."  As previously stated, the
       Deepwater Horizon Oil Spill was an unprecedented  event. However, this should not
       imply that EPA's support to the USCG was inadequate.

   5.  Page 14, "Lessons learned from Spill of National Significance exercises in 2002 stating
       that pre-authorization plans should address potential shortfalls of dispersant supplies
       and equipment.  Hurricanes Katrina and Rita in 2004 and 2005, which collectively
       destroyed 113 oil platforms, 70 vessels,  and nearly 130 oil and natural gas pipelines, and
       ravaged the Gulf Coast with major  impacts to offshore infrastructure and operations."
       These statements need clarification. They seem to suggest that dispersants were involved
       in the exercises and hurricane responses from which EPA could have learned and been
       better prepared.  This is not the case. Although it is true pre-authorization  plans should
       address shortfalls of dispersant supplies and equipment, the exercises and hurricanes did
       not involve or contemplate the use of dispersants to  the extent as in the BP Spill. Note
       that EPA and USCG did update the area contingency plan (ACP) in spring of 2010. This
       update was completed in the spring of 2010 despite the responses to Hurricanes Katrina,
       Rita, Gustav, and Ike.
        See Appendix D, Note 2, for OIG Response.
       Page 14, "The Ixtoc I spill in the Gulf of Mexico in 1979 released 3.3 million barrels of
       oil and lasted over 10 months.  The Region 6 RRT could have used knowledge gained
      from this spill to update its Regional Integrated Contingency Plan to better address
       worse-case discharges and spill duration. " The Ixtoc Oil Spill in 1979 occurred before
       OPA existed and before the ACP was developed.  Thus, its lessons were available before
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       the ACP was drafted and we question the record support for the conclusion that the ACP
       needed updating to reflect it.
        See Appendix D, Note 3, for OIG Response.
   7.  Page 15, "An EPA Region 6 Division Director said he did not believe EPA could have
       anticipated a spill of this magnitude. However, more detailed and updated contingency
      planning using available information could have better prepared EPA and others to
       respond to the spill. Future planning should consider the Deepwater Horizon scenario
       and address worst case discharges, lessons learned from Spill of National Significance
       exercises, and industry trends." In context, it seems the Region 6 Division Director was
       speaking directly to the use of dispersants under the pre-approval plan and the inability of
       the USCG and the RP to control the release. EPA fulfilled its obligations as a co-chair of
       the Regional Response Team (RRT), and exercised its concurrence on the use of a
       dispersant based on the dispersants available.  The  dispersant pre-approval plan was not
       anticipated for long-term use, rather pre-approval was developed to assure that the FOSC
       and/or the RP has appropriate tools for the immediate response to a spill. Because of this,
       EPA increased its involvement in surface dispersant decisions during the Deepwater
       Horizon oil spill and instituted procedures to monitor for effects associated with the sub-
       surface application of dispersants. Region 6 is working within the Region 6 RRT to
       revisit the conditions associated with dispersant use under the Pre-Authorization Plan.

   8.  Page 16, "... the NCP does not provide guidance on the roles and responsibilities of the
       National Incident Commander and other high-level officials. As a result, involvement by
       senior EPA officials created confusion as to who made dispersant decisions. " All
       decisions regarding dispersants and involving senior officials were clearly and
       appropriately vetted thru the National Response Team (NRT) as well as the RRT.

   9.  Page 16 Under the NCP, for spills occurring in coastal zones, EPA is not given any
       decision-making authority, but EPA is responsible for planning prior to a spill and
       supporting the USCG during a response. The NCP states that for a Spill of National
       Significance in the coastal zone, USCG may name a National Incident Commander who
       assumes the role of the OSC in communicating with affected parties and coordinating
       resources at the national level. The NCP further states that coordination will involve  the
       NRT, RRTs, and others as appropriate. However, the NCP does not address how high
       level officials other  than the National Incident Commander can and should participate in
       such a response. " EPA does have decision-making authority under Subpart J of the
       NCP. The EPA representative to the RRT  must concur on any pre-authorization for the
       use of chemical agents (such as dispersants, surface washing agents,  surface collecting
       agents, bioremediation agents, and miscellaneous oil spill agents) for any oil spill.  The
       EPA representative  to the RRT must also concur on the use of chemical agents for spill
       situations not addressed by preauthorization plans.  Finally, 40CFR300.323(b) addresses
       the role of EPA senior officials in responding to a Spill of National Significance which
       provides EPA a concurrence role; 40 CFR  300.323(b) provides that the Administrator
       may name a senior Agency official to assist in strategic coordination.
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        10. Page 16.  "It was unclear in our review what responders based the 15,000-gallon
           limit upon, but the Addendum sought to limit dispersant use and require more
           documentation because of concerns about ongoing dispersant applications at such
           large volumes. " The gallon limit was based on a 75% reduction in the total volume
           of dispersant used.

        11. Page 17, "Rather than EPA 's involvement occurring though the RRTandNRTas
           would happen in a typical response under the NCP, senior EPA officials became
           involved in daily surface dispersant decisions....Key staff in Region 6, including
           EPA 's representative to the Region 6 RRT and staff involved in the response, said
           they did not have the authority to approve dispersant applications. " The text should
           go on to point that out the RRT representative was heavily involved in the decision-
           making process, and that the decision-making process included the RRT and the
           NRT members. Senior Agency officials in Area Command, in consultation with
           EPA's representatives in the Incident Command,  gave concurrence to the FOSC.

        12. Page 17, "The concurrence process in place for surface dispersants inherently
           created delays as EPA elevated decisions to the OSWER Assistant Administrator
           and, at times, to the Administrator. " We are unclear on the support in the record
           that delays occurred or were inherent given  the frequent and ready communication
           within the Agency.  Timely decisions were made given the magnitude of dispersant
           use.
        See Appendix D, Note 4, for OIG Response.
        13. Page 18 "OSWER agrees that the NCP needs additional clarity on the roles and
           responsibilities of various agencies, as well as coordination and communication, for
           responding to a Spill of National Significance''  The statement needs to be clarified
           to, "OSWER supports clarification of roles for SONS in NRT guidance. Further
           evaluation of changes to the NCP is on-going."

        14. Page 18, "EPA  increased its involvement in the Deepwater Horizon oil spill over the
           role envisioned for the Agency in the NCP for deepwater spills." EPA increased its
           involvement because the amount of dispersant used and the way in which it was
           applied (subsea) was unprecedented. EPA does not view this involvement as outside
           the role envisioned by the NCP for deepwater spills since, as stated above, EPA must
           concur on the use of dispersants in all spills.

Recommendations

       As stated earlier, EPA generally agrees with most of OIG's recommendations. Work is
already under way to address most of the recommendations. However, EPA needs to modify
recommendation 5 and 7, as noted below, to agree with these recommendations as well.

       For recommendation 5, EPA has developed training on roles and responsibilities for
large scale events. The NRT is also addressing lessons learned. As such, we propose
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revising recommendation 5 to state, "Develop training for a Spill of National Significance
event that clarifies roles and responsibilities for high-level agency officials. Review the
response and work with federal partners to address lessons learned."

For recommendation 7, we want to clarify that the proposed rule may ask for comment on the
manufacturer being responsible for tracking production capacities since this would not be an
EPA responsibility.
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                                                                         Appendix D

             OIG Evaluation of OSWER's Response

General Comments

OSWER generally agreed with our report recommendations. We revised our report text as
appropriate based on OSWER's response to our draft report, most notably to note the
unprecedented nature of the Deepwater Horizon oil spill and to clarify that we did not intend to
imply that EPA's support to the USCG was inadequate or that decisions were inappropriate or
inconsistent with the NCP. The following points pertain to those remarks in OSWER's response
that required OIG rebuttal based on facts obtained through our review.

Note 1 - Response to Chapter 3 Comment 1

We changed our final report to read, "While we agree that EPA's Administrator retains delegated
authority, we found that EPA's involvement of senior Agency officials, in addition to the RRT
representative, created confusion on roles and responsibilities. EPA's involvement in dispersant
decisions was primarily due to USCG's request given concerns surrounding the use of
dispersants and subsea application." We understand that EPA felt it necessary to structure this
concurrence  process in light of the unprecedented nature of the spill; however, the EPA
representative to the RRT stated that they did not have the decision making authority within
EPA. Applying lessons learned from this response would help clarify roles and responsibilities of
senior Agency officials alongside those of responders identified in  the NCP (e.g., RRT
representatives).

Note 2 - Response to Chapter 3 Comment 5

We added text to clarify these statements. Our three bulleted examples meant to demonstrate
events that should trigger updates to contingency plans, regardless  of whether or not dispersants
were used. We agree with OSWER that dispersants were not used in the 2002 Gulf of Mexico
Spill of National Significance exercise, but the lessons learned document from the exercise
considers the use of dispersants a national issue and assigned EPA  and the USCG to address the
shortfalls of dispersants. Additionally, Hurricanes Katrina and Rita caused a great deal of
damage in the Gulf of Mexico to oil facilities, yet deepwater contingency plans were not updated
to account for simultaneous events and/or the extensive damage that they caused.

Note 3 - Response to Chapter 3 Comment 6

In addition to spilling 3.3 million barrels of oil  and lasting over 10  months, between 1 and
2.5 million gallons of dispersants were applied in response to the Ixtoc I spill. Even though this
spill occurred prior to OPA and the Area Contingency Plan, the Ixtoc I spill duration and amount
of dispersants was not considered when drafting either of these documents. We understand that
the Deepwater Horizon oil spill was unprecedented in many ways,  yet the historic Ixtoc I spill
could have been taken into consideration when developing planning documents.
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Note 4 - Response to Chapter 3 Comment 12

As OSWER noted in its chapter 3 comment 7, pre-approval was developed to assure that the
FOSC and/or the responsible party has appropriate tools for immediate response to a spill. We
noted that the concurrence process developed during the response—wherein EPA escalated
decisions to senior Agency officials instead of the RRT representative—created delays. We
observed some examples where it took several hours for some dispersant application decisions
and noted that these decisions could have been more immediate had EPA's RRT representative
been able to make decisions in real time. We understand that this was an unprecedented spill and
are not in a position to say decisions were "untimely" given the magnitude of the response. We
recognize the value of senior management's decisionmaking and taking responsibility for those
decisions. Nevertheless, escalating decisions up the command chain creates delays over
decisions made instantly by the RRT representative.
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                                                                        Appendix E

                 ORD's Response to Draft Report

                                 June 3 0,2011

MEMORANDUM

Subject:      OIG' s Draft Report: "Revisions Needed to National Contingency Plan Based on
             Deepwater Horizon Oil Spill" Project No. OA-FY10-0221

From:       Paul T. Anastas, PhD
             Assistant Administrator for Research and Development

To:          Melissa M. Heist
             Assistant Inspector General for Audit

      We have reviewed the Office of Inspector General (OIG) draft audit report: "Revisions
Needed to National Contingency Plan Based on Deepwater Horizon Oil Spill" (Proj ect No. O A-
FY10-0221), dated May 24, 2011.  While we are aware that the Office of Solid Waste and
Emergency Response (OSWER) is providing a more in-depth response articulating clarifications
and concerns with some of the recommendations and findings, this letter is to state ORD's
concurrence with the OIGs recommendation to ORD and have already made significant progress
toward that end.

      The recommendation to "Develop a research plan to address gaps on long-term and
environmental effects of dispersants," is one we have already begun to address.  We have
developed a longer-term research strategy to address gaps specifically related to the health and
environmental effects of dispersants, as well as addressing other oil spill-related research needs.
Our strategy has been reviewed by the EPA Science Advisory Board and we anticipate
publication in Fall 2011.

      Our goal is to support the Agency's mission and decision-making through sound science.
We appreciate the review by OIG and the opportunity to comment on this report as it pertains to
EPA's research program.  Should you have any questions, please contact Cindy Sonich-Mullin,
National Homeland Security Research Center, ORD at (513) 569-7923 or Norman Adkins,
Office of Resources Management and Administration at (919) 541-0872.
11-P-0534                                                                          36

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                                                                        Appendix F

                                 Distribution

Office of the Administrator
Assistant Administrator for Solid Waste and Emergency Response
Assistant Administrator for Research and Development
Regional Administrator, Region 6
Agency Followup Official (the CFO)
Agency Followup Coordinator
General Counsel
Associate Administrator for Congressional and Intergovernmental Relations
Associate Administrator for External Affairs and Environmental Education
Director, Office of Regional Operations
Audit Followup Coordinator, Office of Solid Waste and Emergency Response
Audit Followup Coordinator, Office of Research and Development
Audit Followup Coordinator, Region 6
Director, Office of External Affairs, Region 6
11-P-0534                                                                          37

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