Industrial Waste
Management

-------
This Guide provides state-of-the-art tools and
practices to enable you to tailor hands-on
solutions to the industrial waste management
challenges you face.
           WHAT'S AVAILABLE

           • Quick reference to multimedia methods for handling and disposing of wastes
             from all types of industries
           • Answers to your technical questions about siting, design, monitoring, operation.
             and closure of waste facilities
           • Interactive, educational tools, including air and ground water risk assessment
             models, fact sheets, and a facility siting tool.
           • Best management practices, from risk assessment and public participation to
             waste reduction, pollution prevention, and recycling

-------
                  ^DGEMENTS
The fotowing members of the Industrial Waste Focus Group and the Industrial Waste Steering Commute aregrateftjy
acknowledged far al of their dme and assistance m the development of this guidance document
                        'ICUS
Grou;   .
rout own, lilts lyuw ^iiaiu^a
  Company
Walter Carey. Nestle  USA. Inc and
  New Milford Farms
Rama Chaturvedi Bethlehem Steel
  Corporation
H.C. Clark. Rice University
Barbara Dodds.  League of Women
  voters
Chuck Feerick. Exxon Mobil
  Corporation
Stacey Ford. Exxon Mobil
  Corporation
Robert  Giraud DuPont Company
John Harney. Citizens Round
  Tabte/PURE
Kyle Isakower. American Petroleum
  Institute
Richard Jarman, National Food
  Processors Association
James Meiers, Cinergy Power
  Generation Services
Scott Murto. General Motors and
  American Foundry Society
James Roewer, Edison Electric
  Institute
Edward Repa. Environmental
  Industry Association
Tim Saytor, International Paper
Amy Schalfer, Weyerhaeuser
Ed Skemote, WMX Technologies. Inc
Michael Wach Western
  Environmental Law Center
David Wels, University of South
  *"•*-•"* Medical Center

i-ai owin. Cherokee Nation of
  Oklahoma

                    rocu?.

Wl* wtMMIUd. WMMIU l*IUW
Brian Forrestal. Laidlaw Waste
  Systems
Jonathan Greenberg, Browning-
  Ferns Industries
Michael Gregory, Arizona Toxics
  Information and Sierra Club
Andrew Miles, The Dexter
  Corporation
Gary Robbins, Exxon Company
Kevin San. National Paint & Coatings
  Association
Bruce Steter. American Iron & Steel
Lisa Williams, Aluminum Association




  and Territorial Solid Waste
  Management Officials
Marc Crooks. Washington State
  Department of Ecology
Cyndi Darling. Maine Department of
  Environmental Protection
Jon Dilliard Montana Department of
  Environmental Qualty
Anne Dobbs. Texas Natural
  Resources Conservation
  Commission
Richard Hammond. New York Slate
  Department of Environmental
  Conservation
Elizabeth Haven California State
  Waste Resources Control Board
Jim HuD. Missouri Department of
  Natural Resources
Jim Knudson. Washington State
  Department of Ecology
Chris McGuire,  Florida Department
  of Environmental Protection
Gene Mitchell Wisconsin
  Department of Natural Resources
William Pounds. Pennsylvania
  Department of Envtanmental
  Protection
Bjjan Sharafkhani Louisiana
  Department of Environmental
  Qualty
James Warner,  Minnesota Pollution
  Control Agency



rmitaa omit, ntmio uupwUinfn Of
  Environmental Protection
NormGumenik Arizona Department
  of Environmental Qualty
Steve Jenkins, Alabama Department
  of Environmental Management
Jim North  Arizona Department of
  Environmental Qualty

-------
Industrial waste is generated by the production
of commercial goods, products, or services.
Examples include wastes from the production
of chemicals, iron and steel, and food goods.

-------
RCRA Public Participation Manual

                  1996 Edition
       United States Environmental Protection Agency
          Office of Solid Waste, Permits Branch
                 Mail Code 5303 W
                 401 M Street,, SW
               Washington, DC 20460

-------
                                     Table of Contents
Chapter 1: Introduction
       Overview of this Manual	   1-1
       The Big Picture	    1-3
       RCRA and its 1984 Amendments	    1-3
       RCRA Facility Permitting	    1-4
       The RCRA Corrective Action Program	    1-5
       Public Participation in the RCRA Program	    1-6

Chapter 2: Guidelines for a Successful Public Participation Program
       What is Public Participation?	    2-1
       Why Bother with Public Participation?	   2-2
       What Makes a Successful Public Participation Program?	   2-3
              Dialogue and Feedback	   2-3
              Honesty and Openness	    2-4
              A Commitmentto the Public	    2-5
              An Informed and Active Citizenry	    2-5
              Starting Early	   2-7
              Assessing the Situation	   2-8
              Planning for Participation	   2-14
              Understanding and Interaction Between Stakeholders	    2-18
              Promoting Environmental Justice	   2-18
              Supporting Community-Based Environmental Protection	   2-21
              Re-Evaluating and Adjusting the Public Participation Program	   2-22
       Summary	  2-24
       Exhibit 2-1: Determining the Likely Level of Public Interest in a RCRA Facility....   2-25
       Exhibit 2-2: Steps in Evaluating Facilities and Gathering Information	   2-26

Chapter 3: Public Participation During the RCRA Permitting Process
       Introduction	 3-1
       Public Participation During the  Permit Decision Process	  3-3
              Step One: The Pre-Application Phase	  3-3
                     The Pre-Application Meeting	  3-4
                     Notice of the Pre-Application  Meeting	  3-9
                     The Facility  Mailing List	  3-13
              Step Two: Application  Submittal and Review	  3-16
              Step Three: The Draft Permit, Public Comment Period,
                     and Public Hearing	  3-18
              Step Four: Response to Comments and Final Permit Decision	  3-20
       Public Participation During the  Life of a Facility	  3-21
              Interim Status Public Participation	  3-21
              Permit Modifications	  3-22
       Public Participation in Closure and Post-Closure	  3-29
              Closure and Post-Closure at Permitted Facilities	  3-30
              Closure and Post-Closure at Interim Status Facilities	  3-30
       Summary	  3-32
       Exhibit 3-1: Public Participation Requirements for Class 1, 2,
              and 3 Permit Modifications	  3-34

-------
Chapter 4: Public Participation in RCRA Corrective Action Under Permits
              and §3008(h) Orders
       Introduction	 4-1
       Current Status of the Corrective Action Program	 4-2
       Special Consideration for Public Participation Activities
              Under §3008(h) Orders	 4-4
       Public Participation in Corrective Action	  4-6
       Initial Site Assessment (RFA)	 4-7
       Site Characterization (RFI)	 4-9
       Interim Actions	 4-11
       Evaluation of Remedial Alternatives (CMS)	  4-12
       Remedy Selection	  4-13
       Remedy Implementation (CMI)	  4-15
       Completion of Remedy	  4-16
       Summary	  4-17

ChapterS: Public Participation Activities: How to do Them
       Introduction	 5-1
       Directory	 5-2

Appendices

A:     List of EPA Contacts  (including the RCRA Hotline, the Public Information Center,
       and the RCRA Information Center)

B:     List of State Environmental Agencies

C:     League of Women Voters Contact List

D:     Environmental Justice Public Participation Checklist

E:     Guidance for Community Advisory Groups at Superfund Sites

F:     Public Participation Regulations in 40 CFR Part 25

G:     Public Participation Regulations in 40 CFR 124  Subpart A

H:     Examples of Public Notices

I:      Examples of Additional RCRA Public Participation Tools (Fact Sheets, News Releases,
       Public Involvement Plans)

J:      The Hazardous Waste Facility Permitting Process ~ Fact  Sheet

K:     RCRA Expanded Public Participation Final Rule and Brochure

L:     Modifying RCRA Permits-- Fact Sheet

M:     Public Participation Resources Available to the Permitting Agency

N:     Memorandum: Implementation of the RCRA Expanded Public Participation Rule

-------
O:     Overview of Public Participation in the Entire RCRA Program ~ Excerpt from 1990 RCRA
       Orientation Manual

P:     Public Participation in Enforcement and Compliance

Q:     RCRA Public Participation Manual Revisions ~ Task Group Participants

R:     Accessing EPA Information

S:     Pollution Prevention & Small Business Assistance Contacts

T:     Glossary of Acronyms

-------
Statement
This  manual reviews  regulatory requirements  and
provides policy guidance to help implement the RCRA
program.  The policies set forth in the attached manual
are not final agency action, but are intended solely as
guidance. They are not intended, nor can they be relied
on, to create any rights enforceable by any party in
litigation with the United States. EPA officials may decide
to follow the guidance provided, or to act at variance with
the guidance, based on an analysis  of specific site
circumstances.   The Agency also reserves  the right to
change this guidance at any time without public notice.

This manual replaces and supersedes the 1993  RCRA
Public Involvement Manual (EPA 530-R-93-006).  This
manual is designed for use by agency staff, public interest
organizations, private citizens, and owners/operators of
hazardous waste management facilities.
Acknowledgments
The RCRA Public Participation Manual was developed by
the Office of Solid Waste with the invaluable help of a task
group comprised of EPA and State regulators, industry
representatives,  and representatives of public interest
groups. EPA would like to thank the members of the task
group who provided their able services to this effort. For
a full listing of participants, please refer to Appendix Q.

-------
What This  Manual Can  Do For  You
A Handbook for All
Stakeholders
This document is a user's manual for public participation activities in the
permitting process. In the same way that a user's manual explains how a
car or an appliance works, this manual explains how public participation
works in the RCRA permitting process and how citizens, regulators, and
industry can cooperate to make it work better.

EPA teamed up with a diverse group of stakeholders from the
environmental community, industry, and government agencies to produce
this manual. The manual emphasizes the importance of cooperation and
communication, and highlights the public's role in providing valuable input
during the permitting process. The manual also furthers EPA's
commitments to early and meaningful  involvement for communities, open
access to information, and the important role of public participation in
addressing environmental justice concerns.

EPA wrote this manual to help all stakeholders in the permitting process.
Here is how the manual can help you:

If you are a citizen...
This manual provides a clear description of the many public participation
activities that are required by federal regulations. The manual also points
out steps that agencies, company owners, and public interest groups can
take to provide more public input into the process. In this manual, you will
also find a list of people and organizations that you can contact to learn
more about the permitting process and about community organizing.

If you are a government regulator...
This manual provides specific details about public participation
requirements and outlines EPA's current policies. The manual also
explains activities that you can conduct to provide better information to the
public and to invite more public input into your RCRA permitting work.
By reading this manual, you will learn how to open a dialogue with other
stakeholders, how to assess communities and be sensitive to their concerns,
how to plan for public participation, how to fulfill all the regulatory
requirements, and how to go beyond the requirements.

If you are a member of a public interest or environmental group...
Reading this manual will let you know what public participation events are
required under federal regulations, and how your organization can get
involved.  It provides useful tips, based on the experience of public
participation practitioners, on how to interact with other stakeholders and

-------
Other Sources of
Information
how to conduct public participation activities. The manual also provides
contacts and publications that you can tap into for more information.

If you own or operate a hazardous waste management facility...
This manual describes when and how to conduct the pubic participation
events involved in the permitting process. It points out the events you are
responsible for and lets you know how the permitting agency will conduct
other activities. By reading the manual, you will find out how to interact
with the community around your facility, and how to be sensitive to their
concerns, and how to cooperate and communicate with all stakeholders.
The manual also describes public participation opportunities you can
provide that go beyond the requirements.


EPA is compiling a reference list of public participation and risk
communication literature. For this list, EPA is interested in the following
subjects areas: community organizing, community involvement and
participation, environmental justice, risk communication, creative problem-
solving, alternative dispute resolutions, participatory activities,
environmental activism, and information-sharing.  EPA is not interested in
technical documents or data related to permitting.  To initially solicit items
for the reference list, EPA published a notice in  the Federal Register (61
FR 15942). EPA intends to update the list periodically; any additional
items people wish to propose for inclusion in the reference list may be
submitted to the attention of the RCRA Permits  Branch, Office of Solid
Waste (5303W), U.S. Environmental Protection Agency, 401 M Street SW,
Washington, DC 20460. Please do not send the  original document. Include
the full names of all authors, full titles, publisher, date of publication, city
where the work was published,  an abstract,  and an address and/or phone
number where one can write or call to obtain the publication (if applicable).
                                 An initial draft of this reference list is available through the RCRA Hotline,
                                 or through the RCRA Information Center, in Docket Number F-95-PPCF-
                                 FFFFF, (see Appendix A for the appropriate telephone numbers).

                                 If you are not trying to find out about public participation in the permitting
                                 process for facilities that store, treat, or dispose of hazardous wastes, then
                                 this manual will not be the best one for you.  The following are suggestions
                                 of places to look for related information:

                                 •      If you are trying to learn more about public participation in the
                                        Superfund program, refer to  Community Relations in Superfund:  A
                                        Handbook (USEPA, EPA/540/R-92/009, OSWER Directive
                                        9230.0-3C, January  1992).

                                 •      If you are trying to learn more about the siting of hazardous waste
                                        management facilities prior to permitting, you will most likely need
                                        to contact your local or state officials. See Appendix B for a list of
                                        state agency contacts.  EPA is planning to issue guidance on this

-------
       topic during 1996. Contact the RCRA Hotline (see Appendix A for
       the number) for more information.

•      If you are trying to learn about hazardous substances (other than
       wastes) stored by facilities or amounts of toxic substances released
       to the environment, you will want to find out more about the
       Emergency Planning and Community Right-to-Know Act
       (EPCRA), or and the Toxics Release Inventory (TRI). Call EPA
       HQ, your Regional Office, or the RCRA/Superfund Hotline (see
       Appendix A for phone numbers ) for more information.
       Information on accessing EPA data is available in Appendix R.

•      If you are trying to find out about how the public can participate in
       siting municipal waste landfills, refer to Sites for Our Solid Waste:
       A Guidebook for Effective Public Involvement  (USEPA, EPA/530-
       SW-90-019, March 1990).

If you are unsure about whether a facility in your area will need a RCRA
permit, you can contact your State agency or your Regional  EPA office
(see the Appendices A and B for numbers).

-------
Chapter  1
Introduction
Overview of this
Manual
   This manual covers
     federal public
      participation
   requirements. States
   may have additional
     requirements.
This manual is a guide to improving cooperation and communication
among all participants in the RCRA permitting process. Like the
September 1993 RCRA Public Involvement Manual (EPA530-R-93-006),
this manual outlines public participation procedures and what staff in EPA
and RCRA-authorized state programs can do to ensure that the public has
an early and meaningful role in the process. However, this new manual
goes beyond the scope of past manuals by providing public participation
guidance to regulated industries and the communities that interact with
them.

The broader scope of today's manual reflects EPA's belief that all
stakeholders have a role in providing for meaningful public participation.
Permitting agencies, public interest organizations, community members,
and regulated facilities are all stakeholders in RCRA permitting actions.
Each group has an interest in the permitting process and, moreover, can
take steps to increase  public participation and improve communication.
This manual provides guidance for all RCRA stakeholders who seek to
achieve these goals.  Of course, the Federal and State agencies still
administer RCRA and its public participation activities, but EPA
acknowledges that members of communities and owners and operators of
hazardous waste management facilities also play an integral role in the
permitting process.

One reason for the broader scope of this guidance document is that facility
owners and operators have more formal responsibilities than ever in RCRA
public participation.  This trend in EPA's approach, demonstrated through
regulations such as the permit modifications procedures in 40 CFR 270.42
(52 FR 35838, September 23, 1987) and the part 124 changes in the "RCRA
Expanded Public Participation" rule (60 FR 63417-34,  December 11, 1995),
has made facility owners and operators responsible for a number of public
participation activities ~ from public notices to meetings and information
repositories. These new regulations underscore EPA's support for
strengthening the link between facilities and their host  communities.

This manual will also be helpful to many private companies that have
adopted, or are establishing, public participation programs as part of their
commitment to good corporate citizenship.  While these activities often
take place outside of the official RCRA permitting process, EPA supports
Chapter 1: Introduction
                                                          Page 1-1

-------
       Some of the most
  meaningful involvement for
   citizens may occur outside
    of the official process.
facilities in their efforts to inform and involve the public. This manual will
guide facility owners and operators as they implement the public
participation requirements of the RCRA program, especially those in the
RCRA Expanded Public Participation rule. The manual will help facility
owners and operators go beyond the regulatory requirements, expand their
public participation activities, and build lasting relationships with
surrounding communities.

Citizens are an essential component of the RCRA permitting process. The
formal public participation activities, required by regulation, aim to provide
citizens with both access to information and opportunities to participate in
the process.  Some citizens and other groups have expressed concerns about
barriers to involvement in RCRA permitting.  EPA was also concerned —
as are many members of the public - that formal public participation
begins too late in the permitting process and that RCRA permitting
information is not always accessible to people.  In response to these
concerns and others, EPA promulgated the RCRA Expanded Public
Participation rule.  We hope that this rule and its accompanying policy
statement will improve access to permitting information and enhance public
participation.

EPA recognizes that valuable public participation can take place outside of
the formal procedures mandated by regulation.  Through informal channels,
citizens communicate and interact with other citizens, public interest
groups, regulated facilities, and permitting agencies.  EPA supports
communities  in their efforts to carry out informal means of participation
that go beyond regulatory standards. Some of the most meaningful and
informative involvement for citizens may come through activities not
organized by  permitting agencies or regulated facilities.  We hope that this
manual will be a valuable resource for communities and public interest
groups that are concerned about RCRA facilities in their area.

Following this introductory chapter, the manual is organized as follows:

     Chapter 2, "Guidelines for a Successful Public Participation
     Program," introduces some basic public participation concepts and
     points out principles of public participation that we encourage all
     RCRA stakeholders to follow.

     Chapter 3, "Public Participation in RCRA Permitting," covers the
     basic steps in the RCRA permitting process and the public
     participation  activities that accompany them. After reviewing the
     requirements, the chapter provides a list of additional participation
     activities to supplement the requirements.

     Chapter 4, "Public Participation for RCRA Corrective Action Under
     Permits and §3008(h) Orders," details EPA's public participation
     guidelines for the corrective action program.  This chapter reflects the
Chapter 1:  Introduction
                                                               Page 1-2

-------
                                     current agency position on these issues as the corrective action
                                     program continues to evolve.

                                     Chapter 5, "Public Participation Activities: How to do Them,"
                                     provides detailed descriptions for dozens of public participation
                                     techniques - required and optional, formal and informal.  The chapter
                                     explains all of the public participation methods mentioned in the
                                     previous chapters and provides information on additional methods.

                                     The Appendices provide resources that will help any participant in the
                                     RCRA permitting or corrective action programs.  Included in the
                                     Appendices are: phone numbers and addresses for contact persons at
                                     all state agencies, the  10 EPA Regional offices, and EPA
                                     Headquarters; current permitting fact sheets; example notices and
                                     press releases; and EPA policy memoranda.

                                If you already have a general knowledge of the RCRA permitting program,
                                you may want to skip ahead to Chapter 2 at this point.
The Big Picture
RCRA and its 1984
Amendments
The RCRA program involves many people and organizations with roles
that vary greatly. Congress writes or amends the Act which, when signed
by the President, becomes law. After the Office of Solid Waste and Emer-
gency Response (OSWER)  at EPA develops the regulations that more
specifically define and explain how the law will be implemented,  the
RCRA program is implemented by both EPA Headquarters (OSWER) and
staff in EPA regional offices. The states may, in turn, apply to EPA for the
authority to run all or part of the RCRA program. In doing so, a state may
adopt the federal program outright or develop its own program, as long as it
is at least as stringent and as broad in scope as the federal program.  The
regulated community is involved with the RCRA program because it must
comply with the law and its regulations. Finally, the general public
participates by providing  input and comments at almost every stage of the
program's development and implementation.
The Resource Conservation and Recovery Act, an amendment to the Solid
Waste Disposal Act, was enacted by Congress in  1976 to address a problem
of enormous magnitude ~ how to safely manage and dispose of the huge
volumes of municipal and industrial solid waste generated nationwide.  The
goals set by RCRA were:

•    To protect human health and the environment;

•    To reduce waste and conserve energy and natural resources; and
Chapter 1: Introduction
                                                            Page 1-3

-------
       RCRA GOALS

       To protect human health
       and the environment

       To reduce waste and
       conserve energy and
       natural resources

       To reduce or eliminate the
       generation of hazardous
       waste as expeditiously as
       possible
•    To reduce or eliminate the generation of hazardous waste as
     expeditiously as possible (also referred to as waste minimization and
     pollution prevention).

The Act continues to evolve as Congress amends it to reflect changing
needs.  It has been amended several times since 1976, most significantly on
November 8, 1984. The 1984 amendments, called the Hazardous and Solid
Waste Amendments (HSWA), significantly expand the scope and
requirements of RCRA. The HSWA provisions related to corrective action
at RCRA facilities are described later in this chapter.

The program outlined under Subtitle C of the Act is the one most people
think about when RCRA is mentioned. Subtitle C establishes a program to
manage hazardous wastes from cradle to grave.  The objective of the
Subtitle C program is to ensure that hazardous waste is handled in a manner
that protects human health and the environment. To this end, EPA
established regulations under Subtitle C regarding the generation;
transportation; and treatment, storage, and disposal of hazardous  waste.
These regulations are found in Title 40 of the Code of Federal Regulations
(CFR), in Parts 261-266 and Parts 268-270. [Note: The CFR contains all
the general and permanent rules published by the Executive departments
and agencies of the Federal Government.]

The Subtitle C program has resulted in perhaps the most comprehensive
regulatory program EPA has ever developed. The Subtitle C regulations
first identify those solid wastes that are "hazardous" and then establish
various  administrative requirements for the three categories of hazardous
waste handlers: (1) generators; (2) transporters; and  (3) owners or
operators of treatment, storage, and disposal (TSD) facilities. This manual
applies only to the TSD facilities, and the term "facilities" in this manual
refers only to TSD facilities. The Subtitle C regulations set technical stan-
dards for the design and safe operation of hazardous waste facilities. These
standards are designed to minimize the release of hazardous waste into the
environment. Furthermore, the regulations for RCRA facilities serve as the
basis for developing and issuing (or denying) permits to each facility. Issu-
ing permits is essential to the Subtitle C regulatory program because it is
through the permitting process that the regulatory agency actually applies
the technical standards to facilities.
RCRA Facility
Permitting
Owners or operators of TSD facilities are required to submit a
comprehensive permit application covering all aspects of the design,
operation, maintenance, and closure of the facility.  Owners and operators
are also required to certify annually that they have a waste minimization
program in place.  Many companies have found waste minimization is
often a cost-effective alternative or supplement to waste management.
Facilities in existence on November 19, 1980, operate under interim status
until a final permit decision is made.  Similarly, facilities that are in
Chapter 1:  Introduction
                                                               Page 1-4

-------
The RCRA
Corrective Action
Program
existence when new regulations are promulgated that subject them to
RCRA Subtitle C may also operate under interim status while they proceed
through the permitting process.  New facilities are ineligible for interim
status and must receive a RCRA permit before construction can commence.

The permit application is divided into two parts: A and B.  Part A is  a short,
standard form that collects general information about a facility.  Part B is
much more detailed and requires the owner or operator to supply detailed
and highly technical information about facility operations.  Because there is
no standard form for Part B, the owner or operator must rely on the
regulations to determine what to include in this part of the application.
Existing facilities that received hazardous waste on or after November 19,
1980, or subsequently fell under Subtitle C due to new regulations,
submitted their Part As when applying for interim status.  Their Part B
applications can  be either submitted voluntarily or called in by the
regulatory agency.  Owners or operators of new facilities must submit Parts
A and B simultaneously at least 180 days prior to the date on which they
expect to begin physical construction; however, construction cannot begin
until the agency has issued the permit.  Permit applications are processed
according to the procedures found in 40 CFR Part 124.


RCRA requires owners and operators of RCRA facilities to clean up
contamination resulting from present and past practices, including those
practices of previous owners of the facility.  These clean up activities are
known as corrective action.  HSWA added three provisions for corrective
action, thus significantly expanding EPA's authority to initiate corrective
action at both permitted RCRA facilities and facilities operating under
interim  status. Section 3004(u)  of HSWA requires that any permit issued
under RCRA §3005(c) to a facility after November 8, 1984 address
corrective action for releases of hazardous wastes or hazardous constituents
from any solid waste management unit (SWMU) at the facility.  If all
corrective action activities cannot be completed prior to permit issuance,
then the permit must include a "schedule of compliance" establishing
deadlines and financial  assurances for completing the required corrective
actions. Section 3004(v) authorizes EPA to require corrective action
beyond the facility boundary, if necessary. Finally, §3008(h) authorizes
EPA to  issue administrative (i.e., enforcement) orders or bring court action
to require corrective action or other measures, as appropriate, when there
is, or has been, release of hazardous waste or hazardous constituents from a
RCRA facility operating under interim status.

Corrective action is typically carried out by the facility owner or operator
under the requirements or conditions stated in the RCRA permit or
administrative order. In some cases, the owner or operator is required,
through an order, to begin corrective action prior to permit issuance. If the
regulatory agency issues a permit to the facility prior to completion of all
activities specified in the order,  then the agency may require the owner or
Chapter 1:  Introduction
                                                               Page 1-5

-------
Public Participation
in  the RCRA
Program
operator to continue all or some of the activities under the order, or may
incorporate the requirements of the order into the RCRA permit schedule of
compliance.


Section 7004(b) of RCRA gives EPA broad authority to provide for,
encourage, and assist public participation in the development, revision,
implementation, and enforcement of any regulation, guideline, or program
under RCRA. In addition, the statute specifies certain public notices (radio,
newspaper, and a letter to relevant agencies) that EPA must provide before
issuing any RCRA permit. The statute also establishes a process by which
the public can dispute a permit and request a public hearing to discuss it.

In fulfilling its statutory mandate, EPA has written regulations to
implement the RCRA program. To carry out its public participation
responsibilities under the Act, EPA has used its authority to develop
specific public participation activities in the RCRA permitting program. As
we explain in more detail in the following chapters, EPA's RCRA
regulations provide for public participation at all hazardous waste
management facilities - from before permit application, through the
permitting process, and during the permit life.
Chapter 1: Introduction
                                                             Page 1-6

-------
Chapter  2
Guidelines  for a Successful Public
Participation  Program
What is Public
Participation?
    Public participation
   increases the public's
  ability to understand and
   influence the process.
The RCRA permitting process brings government, private industry, public
interest groups, and citizens together to make important decisions about
hazardous waste management facilities.  These groups and individuals have
a stake in the facility under consideration, its operations, corrective action,
or changes in its design or administration. As "stakeholders" they will
communicate and interact throughout the permitting process and possibly
throughout the life of the facility.

Public participation plays an integral role in the RCRA permitting process.
Officially speaking, EPA uses the term "public participation" to denote the
activities where permitting agencies and permittees encourage public input
and feedback, conduct a dialogue with the public, provide access to
decision-makers, assimilate public viewpoints and preferences, and
demonstrate that those viewpoints and preferences have been considered by
the decision-makers (see 40 CFR 25.3(b)). "The public" in this case refers
not only to private citizens, but also representatives of consumer,
environmental, and minority associations; trade, industrial, agricultural, and
labor organizations; public health, scientific, and professional societies;
civic associations; public officials; and governmental and educational
associations (see 40 CFR
25.3(a)).  When one
considers "the public" in
this broad sense, public
participation can mean any
stakeholder activity carried
out to increase public's
ability to understand and
influence the RCRA
permitting process.
                                                                   the public
                                                          the facility
the agency
                                                      Figure 1 — The Public Participation Triangle
                             We can represent the
                             relations between these
                             stakeholders as a triangle with the regulators, the facility owner/operator,
                             and the interested public each forming a corner. Out of each corner runs a
Chapter 2: Guidelines for Success
                                                      Page 2-1

-------
       Public
   participation is a
      dialogue.
Why Bother With
Public
Participation?
    Public input can
  help the agency and
  the permittee make
    better technical
      decisions.
line that represents each group's communication with the other participants
in the process.

In the best case, the stakeholders interact well, the lines of communication
are strong between all the parties, and information flows in both directions
around the triangle. This last point is important: public participation is a
dialogue. You will read more about this dialogue later in this chapter.
There are a number of reasons why agencies, facilities, and interest groups
should provide for RCRA public participation and why citizens should
make an effort to participate in RCRA decision-making.  The first, and
most obvious reason, is that facilities and permitting agencies are required
to conduct public participation activities under the Act and its
implementing regulations.  Additional activities provided by facilities,
agencies, and other organizations in the community can complement the
required activities.

The second reason to bother with public participation is "good
government." Permitting agencies are charged with making many
controversial decisions, which should not be made by technical expertise
alone.  Public participation in controversial decision-making is an essential
element of the good government philosophy.  Community members have a
right to be heard and to expect government agencies to be open and
responsive.

In addition to providing good government, the third reason for encouraging
public  input is that it can help agencies reach better technical solutions and,
thus, make better policy decisions. Public input can also help permittees or
prospective applicants make better business and technical decisions. A
community is most qualified to tell you about its own needs, and people
who live with a facility every day will have the familiarity to provide useful
insights. Experience has shown that RCRA actions often benefit from
public  participation. With public input, permitting decisions can gain a
breadth and  an appreciation of local circumstances that technical staff alone
could not provide.

The fourth reason to bother with public participation is that RCRA actions
are more likely to be accepted and supported by community members who
can see that they have had an active role in shaping the decision. Showing
community members that the regulatory agency or the facility is willing to
address community concerns will establish the foundation for improved
understanding and community involvement in the process, even if members
of the community do not always agree with the outcome  of that process.
By promoting public participation, permitting agencies can reduce the
potential for concern over less consequential risks and dedicate more
Chapter 2: Guidelines for Success
                                                              Page 2-2

-------
What Makes A
Successful Public
Participation
Program?
Dialogue and Feedback
   The address and phone
    number of a contact
  person should appear on
   fact sheets, notices and
  other outreach materials.
  Public participation
   should encourage
   "feedback loops."
                                 resources to addressing serious risks and issues. Many companies have
                                 also found that promoting early and meaningful public participation can
                                 save resources in the long run by avoiding delays and lawsuits based on
                                 public opposition.
A successful public participation program is inclusive. It allows members
of the community to have an active voice in the RCRA decision-making
process.  Agency staff, facility personnel, and citizens will be able to talk
openly and frankly with one another about RCRA-related issues, and search
for mutually-agreeable solutions to differences.

In addition to the paragraph above, a successful public participation
program will meet the targets set out in the  subsections that make up the
remainder of this chapter. The principles in these following subsections are
applicable to all public participation activities.


A vital and successful public participation program requires a dialogue, not
a monologue.  In other words, information must flow in loops between any
two stakeholder groups.  For example, the regulators should not just release
information to the facility owner/operator, who passes it to the community,
who then contacts the regulators. The regulator should make the
information available to everyone and ask for feedback.  Each corner of
the triangle must keep the two-way conversation going with the two
remaining corners.

Open communication lines require participants to be accessible to the other
stakeholders.  An effective way to make your group accessible is to
designate a contact person for every permitting activity. The contact
person should make his or her address and phone number available to the
other stakeholders by printing it on any fact sheets or other informational
materials produced by the organization.  The contact person will field all
inquiries on the permitting activity at hand.  Other people involved in the
process will appreciate this single and accessible point of contact.

Without an active two-way communications process,  no party will benefit
from the "feedback loop" that public participation should provide. For
example, if the regulatory agency sends out a fact sheet about an upcoming
permit action, that fact sheet alone does not constitute public participation.
Missing is the "feedback loop," or a way for the agency to hear from those
who read the fact sheet.  To get feedback, the agency might name a contact
person in the fact sheet and encourage telephone or written comments,
place calls to civic or neighborhood associations, visit a community group,
or hold a meeting or workshop to discuss material in the fact sheet.
Feedback loops enable the agency to monitor public interest or concern,
Chapter 2: Guidelines for Success
                                                              Page 2-3

-------
    Members of the public
    have valid concerns and
    can often improve the
    quality of permits and
      agency decisions.
Honesty and Openness
adjust public participation activities, and respond quickly and effectively to
changing needs.  The feedback loop is a useful tool for all stakeholders in
the process.

Even if a feedback loop operates successfully, public participation cannot
be successful if the permitting agency or the facility is reluctant or unable
to consider changes to a proposed activity or permit action based on public
comment or other input. While the decision-makers at the agency or the
facility need not incorporate every change recommended by the public,
they should give serious consideration to these suggestions and respond by
explaining why they agree or  disagree.  Members of the public, like other
stakeholders in the process, have valid concerns and can often contribute
information and  ideas that improve the quality of permits and agency
decisions. Regulators and facility owner/operators should take special
notice of this point and make  available more opportunities for public
participation.


As we emphasized in the  section above, participants in the RCRA
permitting process should make all efforts to establish open paths of
communication.  Being honest and open is the best way to earn trust and
credibility with the other stakeholders in the process.  Making information
available to the community and providing for community input can
improve public perception of  the permitting agency or the facility and lead
to greater trust and credibility. Trust and credibility, in turn, can lead to
better communication and cooperation and can focus the public debate on
issues of environmental and economic impacts.

Establishing trust should be the cornerstone of your public participation
activities.  The following is a  list of things to remember when establishing
your credibility:

1.   Remember the factors that are necessary for establishing trust ~
     consistency, competence, care, and honor.
2.   Encourage meaningful involvement by other stakeholders.
3.   Pay attention to process.
4.   Explain the process and eliminate any mystery.
5.   Be forthcoming with information and involve the public from the
     outset.
6.   Focus on building trust as well as generating good data.
7.   Follow up. Get back to  people. Fulfill your obligations.
8.   Make only promises that you can keep.
9.   Provide information that meets people's needs.
10.  Get the facts straight.
11.  Coordinate within your  organization.
12.  Don't give mixed messages.
13.  Listen to what other stakeholders are telling you.
Chapter 2: Guidelines for Success
                                                               Page 2-4

-------
A Commitment to the
Public
An Informed and Active
Citizenry
14.  Enlist the help of organizations that have credibility with
     communities.
15.  Avoid secret meetings.

This list was adapted from the manual Improving Dialogue With
Communities (New Jersey Department of Environmental Protection, 1988).
This manual and a number of other sources produced by states, EPA, trade
groups, and public interest groups are available for more information on
trust and credibility factors.


Public officials have ethical obligations to the public that have a practical
value in building the foundation necessary for successful communication:

*    informing the public of the consequences of taking, or not taking, a
     proposed action;

*    showing people how to participate so that interested people can;

*    keeping the public informed about significant issues and proposed
     project changes;

*    providing all segments of the public with equal access to information
     and to decision-makers;

*    assuring that the public has the opportunity to understand official
     programs and proposed actions, and that the government fully
     considers the public's concerns; and

*    seeking the full spectrum of opinion within the community, not only
     from the business community and other agencies, but also from
     neighborhood and community groups, environmental  organizations,
     and interests with other points of view.

(Adapted from Sites for our Solid Waste, Environmental Protection
Agency, EPA/530-SW-90-019, March 1990 and 40 CFR 25.3(c)).


If you are a citizen who is interested in a permitting issue, the regulations
provide a number of opportunities to access information and get involved.
The following activities are  some things citizens can do to be influential
and well-informed participants.

•    Contact the permitting agency early. Identify the designated contact
     person for the project (the name should be on fact sheets and notices,
     or available by calling the agency).

•    Do background research by talking to local officials, contacting
Chapter 2: Guidelines for Success
                                                              Page 2-5

-------
                                       research or industrial organizations, reading permitting agency
                                       material, and interacting with interested groups in the community.

                                       Perform an assessment. Request background information from the
                                       permitting agency, local officials, and the facility ownership. Ask
                                       about day-to-day activities, the decision-making structure, and current
                                       policies and procedures; inquire about how the proposed project fits
                                       into larger political issues, local planning, and the facility's business
                                       plans.  Request special information that may open up additional
                                       solutions, including pollution prevention approaches that may reduce
                                       or recycle the amount of waste that is managed in the facility.

                                       Ask to have your name put on the facility mailing list for notices, fact
                                       sheets,  and other documents distributed by the agency. Add your
                                       name to mailing lists maintained by involved environmental groups,
                                       public interest and civic organizations.

                                       Tell the permitting agency, the facility owner/operator, and other
                                       involved groups what types of public participation activities will be
                                       most useful for you and your community.  Inform them about the
                                       communication pathways in your area (e.g., what newspapers people
                                       read most, what radio stations are popular), the best locations for
                                       information repositories and meetings, and other information needs in
                                       the community (e.g., multilingual publications).

                                       Submit written comments that are clear, concise, and well-
                                       documented.  Remember that, by law, permitting agencies must
                                       consider all significant written comments submitted during a formal
                                       comment period.

                                       Participate in public  hearings and other meetings; provide oral
                                       testimony that supports your position. Remember that a public
                                       hearing is not required unless someone specifically requests one in
                                       writing.

                                       If any material needs further explanation, if you need to clear up some
                                       details about the facility or the permitting process, or you would like
                                       to express  specific concerns, then request an informational meeting
                                       with the permitting agency or the appropriate organization, such as
                                       the State's pollution  prevention technical assistance office.

                                       Follow the process closely. Watch for permitting agency decisions
                                       and review its responses to public comments. Be aware that you have
                                       an opportunity to appeal agency decisions.

                                       Remember that your interest and input are important to the agency
Chapter 2: Guidelines for Success                                                                  Page 2-6

-------
                                       and other concerned stakeholders.

                                  •     To get tips about community organizing, information about how to
                                       participate in the regulatory process, or possible referrals to other
                                       involved groups in your area, you can contact the local League of
                                       Women Voters chapter.  If you cannot contact a local chapter, or one
                                       does not exist, you can contact the state chapter.  Phone numbers and
                                       addresses are provided in Appendix C.

                                  EPA encourages citizens to consider these recommendations and follow
                                  them where applicable. At the same time, EPA recognizes that the best
                                  way to participate will be different in every situation.  Citizens should
                                  contact other concerned persons, community organizations, and
                                  environmental groups to determine how citizens can best influence the
                                  permitting process.
Starting Early
A good public participation effort involves the public early in the process,
encourages feedback, and addresses public concerns before initial
decisions. The permitting agency, the facility owner/operator, and public
interest organizations involved in the RCRA permitting process should
make all reasonable efforts to provide for early stakeholder participation
and open access to information. These efforts should include informing and
seeking feedback from impacted communities before any significant
actions. You should avoid the appearance of making decisions before
public input.  Even in cases where the facility and the agency meet
privately in the early stages of the process, they should keep up the lines of
communication with the public. One State agency has found success by
making a meeting summary available to the public in an information
repository whenever the regulators meet with facility staff. Such gestures
can increase public faith while reassuring people that the agency will seek
public input before making major permitting decisions.

 EPA encourages public participation activities throughout the RCRA
permitting process, especially when the activities foster an early, open
dialogue with potentially affected parties.  This can be particularly effective
in exploring alternatives to treatment or that go beyond compliance,
including for example, pollution prevention.

Early outreach and straightforward information can establish trust among
the other stakeholders while reducing misinformation and  rumors. Key
contacts in the community should always know about planned activities that
will be visible to members of the community, such as construction work or
excavation related to facility expansions or corrective action.  Interested
people or groups in the community can use early participation activities to
Chapter 2: Guidelines for Success
                                                               Page 2-7

-------
     Start early and plan
  ahead:  public interest in a
   facility can grow rapidly
     and unexpectedly.
make their concerns and suggestions known before major decisions take
place.  Since early participation activities may be the first word that people
hear about a permitting activity, EPA is requiring expanded notice efforts
before the facility  submits a permit application (see "Notice of the Pre-
Application Meeting" in Chapter 3).  All stakeholders should use their
knowledge of individual communities and local communication channels
(e.g., contacts in the community, the media, civic and religious
organizations) to foster effective information-sharing.

RCRA regulations require facilities and agencies to start public
participation activities prior to application submittal,  and continue them
through the entire life of the permit.  In essence, the facility owner or
operator cannot put off public participation. EPA encourages permit
applicants and permit holders to take early public participation activities
seriously ~ early activities can set the tone for the permitting process and
even the entire life of the facility.

Setting up an effective public participation program is a valuable use of
time and resources. External pressure to start public participation work
may not be present at the outset of a project, because members of the public
may be unaware of the facility's operations and the regulatory agency's
activities.  However, public interest in a facility can grow rapidly and
unexpectedly. Participants can best prepare for such  situations by assessing
their communities, taking proactive steps, and preparing for contingencies.

Getting the news out early gives people time to react.  Other stakeholders
can offer better information and suggestions when they have some time to
think about it. For example, a facility can better incorporate community
concerns into its permit application if it hears public concerns well before
application submittal.  Agencies and facilities owe the public the  same
courtesy, allowing citizens adequate time to review, evaluate, and comment
on important information. By the same token, citizen participants should
do their best to make their interests known  early. If a citizen is invited to
participate early, but decides not to and raises issues at the end of a process,
then that citizen risks losing credibility with other stakeholders in the
process.

Finally, extensive early outreach (as we point out in the following section)
will make the permitting process or the corrective action smoother over the
long run.  Early outreach brings issues to the surface before stakeholders
have invested great amounts of time and resources in a project; these issues
are easier to address at an early stage.  Moreover, early outreach minimizes
the possibility that the public will feel like the agency or the facility is
surprising them with an undesirable project. By providing early notice,
agencies and facilities can avoid the public reactions that have "blind-
sided" some projects in the past.
Chapter 2: Guidelines for Success
                                                                Page 2-8

-------
Assessing the Situation
    Every community is
   different. What works
   in one community may
    not work in another.
   Public participation
     activities should
   change over time to
     suit the level of
   interest in a facility.
Community assessments are an important step to take before preparing or
revising a public participation strategy.  Assessments are essential tools for
facility owners who are applying for a RCRA permit (including interim
status facilities), seeking a major permit modification, or undertaking
significant corrective action.  Permitting agencies should focus their
assessments on communities where a major new facility is seeking a
permit, or in other cases where permitting activity or corrective action has
the potential to evoke public interest. Additionally, assessments may be
appropriate at any stage during the life of a facility, especially in situations
where  the level of public interest seems to be changing.

Community assessments allow agencies, facility owners, and public interest
groups to tailor regulatory requirements  and additional activities to fit the
needs of particular communities.  Each community is different and has its
own way of spreading information and getting people interested. Important
institutions and groups will also vary from place to place, as will
socioeconomic status, culture and traditions, political and religious activity,
and values.  The facility owner, public interest groups, and the  agency
should make all reasonable efforts to learn the facts about the affected
community. These data are essential to choosing public participation
activities that will be useful and meaningful for the community.

Determining the Level of Public Interest

Some permitting  activities do not generate much interest or concern among
community members.  Other activities will  evoke strong interest and will
require a much greater public participation effort. Although there are no
hard and fast rules that make a facility a low- or high-profile facility, the
level of interest will depend on a number of factors, such as  (1) the type of
RCRA action and its implications for public health and welfare; (2) the
current relationships among the community, the facility, the regulatory
agency or agencies, and other groups; and (3) the larger context in which
the RCRA action is taking place, including the political situation,
economics, and important community issues.  Exhibit 2-1 (at the end of
this Chapter) provides a guide for determining a facility's potential to be
low-, medium-, or high-interest to the public.

While  these guidelines can be useful as an early planning tool to predict
public  interest, agencies and facility owners should be flexible  and prepared
for rapid changes in the level of public interest in a permitting activity. The
apparent level of public interest does not always reflect the potential for
public  interest. In some cases, the regulatory minimum will be sufficient.
In other cases, the agency or facility should be prepared to provide
additional input and information, as needed. Public participation activities
should correspond to the level of community interest as it changes over
Chapter 2: Guidelines for Success
                                                                Page 2-9

-------
                                 time.

                                 Public interest, environmental, and civic organizations also assess their
                                 communities to determine the amount of interest in a permitting activity.
                                 These organizations can take steps to encourage public participation in the
                                 permitting process. Door-to-door canvassing, public information sessions,
                                 flyers, fact sheets, neighborhood bulletins, and mailings are all methods of
                                 sharing information with the public and encouraging citizen involvement.
                                 Organizations that are attempting to encourage public participation may
                                 find the rest of this section useful. In addition, more information for such
                                 groups is available by contacting the League of Women Voters (see
                                 Appendix C for contacts).

                                 Community Assessment Methods

                                 Facility owners should gather background information about the
                                 community before seeking a permit or a permit modification. Regulators
                                 should find out about community concerns at the outset of a major project
                                 or any project that seems likely to raise significant public interest. Public
                                 interest groups may want to perform similar background work.  As
                                 emphasized in the previous section, understanding a community is essential
                                 to creating a successful public participation effort.

                                 The facility owner is responsible for collecting his or her own information
                                 about a community before initiating any permitting activity (e.g., before
                                 requesting a permit modification or applying for a permit). Permitting
                                 agencies, on the other hand, should dedicate their resources, using their
                                 own judgment, to learning about concerns in the community and assessing
                                 communities where there is a high level of interest in a permitting activity.
                                 In some cases, permitting agencies and facility owners have cooperated to
                                 do joint outreach activities, and believe that the agency presence has made
                                 members of the community more comfortable during interviews or other
                                 activities. EPA does not recommend such cooperation as  a rule (because,
                                 for example, other stakeholders could perceive this as "taking sides").
                                 Permitting agencies should use their discretion and maintain the agency's
                                 proper role during any such activities.

                                 EPA recommends the following steps for gathering information about the
                                 community. Although facility owners may want to follow these steps
                                 before every major permitting activity (e.g., applying for a permit or a
                                 major modification), permitting agencies should focus on major activities at
                                 facilities that have the potential to raise significant public interest:

                                 •     Reviewing news clippings and other information that indicates how
                                       the community is reacting to the facility or the permitting activity.
Chapter 2: Guidelines for Success                                                                 Page 2-10

-------
   of public interest.
                               •    Talking to colleagues or anyone who has experience working with
                                    members of the particular community.

                               •    Contacting companies, universities, local governments, civic groups,
                                    or public interest organizations that already have experience in the
                                    community. These groups may be able to provide useful information
                                    about community concerns, demographics, or reactions to other
                                    industry in the area.  They may be able to point you towards  other
                                    existing sources of community information.

                               If it seems like there is a low level of interest in the facility at this point,
                               and things are not likely to change, the agency and the facility owner can
                               begin planning the required public participation activities.

                               If, however, the facility shows indications of being a moderate- to high-
                               interest level facility, a more detailed analysis of the community might be
                               necessary, and additional public participation activities planned.

                               •    To get a fuller picture, staff from the agency or the facility should
                                    consider contacting community leaders and representatives of major
                                    community groups to talk about the facility and the planned RCRA
   EPA recommends                     ...                        .
         ....    .                   action.  These interviews should represent a fair cross-section of
 community interviews                                                r
when there is a high level
                                       viewpoints in the community.  The community representatives may
                                       have a feel for how much community interest there is in a permitting
                                       activity. They also may be able to provide advice on how to handle
                                       the situation.

                                  •     If there are indications of likely high interest from the outset (e.g., a
                                       facility that is likely to be controversial is seeking a permit), the
                                       agency or the facility owner should consider conducting a broad range
                                       of community interviews with as many individuals as possible,
                                       including the facility's immediate neighbors, representatives from
                                       agencies that will participate in the RCRA action, community
                                       organizations,  and individuals who have expressed interest in the
                                       facility (e.g., people on the agency's mailing list, newspaper
                                       reporters, local officials). A detailed discussion of how to conduct
                                       community interviews  is provided in Chapter 5.
                                  •     After collecting the necessary information, the agency or the facility
                                       may  wish to prepare a brief summary of major community concerns
                                       and issues (no more than five pages). The summary can be integrated
                                       into the public participation plan document or used as the basis for
                                       developing a "Question and Answer"-type fact sheet to distribute
                                       back to the community.  See  Chapter 5 for additional information on
                                       these activities.

                                  Exhibit 2-2 at the end of this Chapter summarizes the steps to take in

Chapter 2: Guidelines for Success                                                                  Page 2-11

-------
     The scope of the
    affected community
   will vary from facility
        to facility.
determining the level of public interest in facilities and gathering
background information.

Targeting Public Participation in Communities

This initial assessment should provide a good idea about the scope and
makeup of the "affected community." Pinpointing the affected community
can be a difficult process; everyone has a different definition. EPA will not
try to define the affected community here because its composition will vary
with the particular characteristics of each facility and its surrounding
community. In some cases, however, it may be appropriate to target a
segment of the population that is broader than the "affected community."
For instance, the appropriate target for early public notices and some other
activities may go beyond people who are directly  affected, to include
citizens who are potentially interested or concerned about the facility.  EPA
recognizes that the distinction between "affected" and "concerned" or
"interested" will not be completely clear in all cases. Permitting agencies
should use their best judgment.

EPA realizes that resources will limit the breadth  of any public
participation program and that focus is necessary.  It is clear that some
people will have a more direct interest than others in a particular permitting
activity.  Given practical resource limitations, public participation activities
should focus first on people with  a more direct interest in a RCRA facility,
while also realizing that "direct interest" is not always determined by
physical proximity to a facility alone. It is impossible to point out all
people who have a direct interest, but, as a general guideline, people with
the most direct interests will live in the general vicinity of the facility, or
have the potential to be affected by releases to groundwater, air, surface
water or the local environment (e.g., through game, livestock, or agriculture
or damage to natural areas).  Direct interests may  also include people who
live on or near roads that will accept increased traffic of hazardous waste-
carrying vehicles.  EPA acknowledges that people residing a significant
distance from the facility may have legitimate and important concerns, but
EPA thinks it is reasonable to focus limited public participation resources
on communities with direct interests.  See the section on "The Mailing
List" in Chapter 3 for a list of organizations that you should consider when
thinking about the interested or affected community.

The Citizen's Role

Citizens in the community may want to assess the permitting situation, the
agency (or agencies) involved, and the facility owner/operator. As we
pointed out in the section above, citizens can get background on a
permitting issue by talking to local officials, contacting research or
industrial organizations, reading permitting agency material, and interacting
Chapter 2: Guidelines for Success
                                                               Page 2-12

-------
      Valuable public
  interaction can take place
    outside of the formal
     permitting process.
with interested groups in the community.  Citizens may also want to find
out about day-to-day activities at the facility or the agency, the decision-
making structures they use, and their current policies and procedures.
Citizens may want to get more information on the owner's/operator's
involvement with other facilities  or other activities. The contact persons
for the facility and the agency are also good to know.  Citizens can also talk
to local officials, the agency, or the facility to find out how the proposed
project fits into  larger political issues, what local planning issues are
involved, and what the facility's business plans are.

Individual community members can take part in the assessment process by
providing input to other  stakeholders through interviews, focus groups, or
other methods used in community assessments (also see the section on "An
Informed and Active Citizenry" earlier in this Chapter).  This guidance
manual gives an overview of the  RCRA permitting process which
individual community members may find helpful.  The Appendices at the
end of this manual provides other resources and contacts (the RCRA
Hotline, agency phone numbers,  and League of Women Voters' contacts)
that citizens can access.  EPA is also compiling a reference list of public
participation  and risk communication literature.  The list is available
through either the RCRA Information Center, in Docket Number F-95-
PPCF-FFFFF, or through the RCRA Hotline (see Appendix A for
appropriate telephone numbers).  Members of the public  can find out about
permit activities in their area by contacting the permitting agency, talking
to environmental groups or public interest organizations, reading state,
federal, and private environmental publications in the library, looking for
zoning signs or  other announcements, attending public meetings and
hearings, watching the legal notice section of the newspaper  or checking
display advertisements, listening  to local talk shows, or keeping up with
local events through town bulletins, associations, or council meetings.

In addition, members of the community can contact the permitting  agency
or the facility ~ outside  of any formal activity ~ to give early input and to
share their concerns.  Community members should suggest public
participation  activities, meeting locations, or means of communication that
will work well in their community.  This sort of informal communication,
via letter or interview, can be very helpful, especially in terms of
establishing a public participation plan (see Chapter 5 for a description of
public participation plans).  EPA also recognizes that valuable public
interaction takes place outside of the formal permitting process. Citizens
may choose to contact other groups in the community that have an  interest
in the permitting activity.  Environmental, public interest, and civic
organizations often play a role in the RCRA permitting process. These
groups can provide interested citizens the opportunity to participate in
efforts to influence the permitting process through collective action.
Chapter 2: Guidelines for Success
                                                              Page 2-13

-------
                                  Alternatively, citizens may see fit to create new organizations to discuss
                                  issues related to the permitting process or to provide input into the process.
Planning for
Participation
  The plan should create a
  structure for information
  to flow both to and from
        the public.
A good public participation program avoids misunderstandings by
anticipating the needs of the participants. It provides activities and
informational materials that meet the needs of, and communicate clearly to,
specific community members and groups. The public participation plan is
the agency's schedule and strategy for public participation during the initial
permitting process, significant corrective actions, and other permitting
activities at facilities receiving high levels of public interest.

After assessing the situation, the agency should have an approximate idea
of how interested the public is in the facility.  Based on the information
from the community assessment, the agency should draft a plan addressing
public participation activities throughout the prospective permitting process
and the life of the facility. For permitting activities and corrective actions
that do not raise a high level of public interest in the community, the public
participation plan will be a simple document, outlining the regulatory
requirements. Major permitting activities and other high-interest activities
will require a more detailed plan with participation opportunities that go
beyond the requirements.  Agency staff should keep in mind that
community interest in a particular facility can change at any time; good
plans will prepare  for contingencies.

EPA recognizes that permitting agencies do not always have the resources
they need to perform all the public participation activities they would like
to perform.  Agency staff must consider resources in all stages of the
process, but particularly when developing a public participation plan.  To
make fewer resources go further,  agencies should consider working with
community groups, public interest organizations, and facility
owners/operators to plan public participation events.  Some relatively
inexpensive activities can be very effective.  More information on making
use of additional resources is available in Appendix M. Information on the
resources  needed to perform specific public participation activities is
available in Chapter 5.

The goal of the public participation activities in the plan is to meet the
specific needs of members of the  community by  creating a structure for
information to flow both to and from the public.  Anyone who plans public
participation activities should strive for useful and timely exchange of
information with the public. Again, EPA strongly encourages anyone
conducting public participation activities to solicit public input on the types
of communication and outreach activities that will work best in each
Chapter 2: Guidelines for Success
                                                               Page 2-14

-------
                                  community. The agency, facility, civic and public interest groups should
                                  coordinate their public participation efforts, emphasizing two-way
                                  information exchange and avoiding unnecessary duplication in their
                                  activities.

                                  To identify activities for the public participation program, the agency
                                  should go through the following steps:

                                        1.    list the major community issues and concerns;
                                       2.    list the community characteristics that will have a bearing on
                                             how you address these issues; and
                                       3.    list the activities that will address the  community's concerns
                                             during the permitting process and, if applicable, corrective
                                             action.

                                  Once the agency has outlined activities for the facility at hand, it should put
                                  together a strategy for implementing the activities.  In general, the
                                  following are the areas of responsibility for public participation that the
                                  agency should consider:

                                  •    Interacting with the media, especially on high-profile facilities.    If
                                       there is a high degree of interest in the facility, it will be important to
                                       have a media contact person who can get information out quickly,
                                       accurately, and consistently.  The assistance of a public affairs office
                                       is often necessary (where applicable).

                                  •    Interacting with elected officials.   For facilities receiving a
                                       moderate to high level of interest, it is often beneficial to work with
                                       elected officials to provide them with information they need to answer
                                       their constituents' questions.  Put together a team of people who can
                                       fill the information needs of public officials.  This team should
                                       include senior people who can answer policy questions when
                                       necessary.

                                  •    Answering telephone and written inquiries.  It is important to
                                       follow up on all requests for information that you receive from
                                       stakeholders. Designate one person to be responsible for putting
                                       together the answers to questions in a form that is understandable to
                                       the public.  This "contact person" should be named in all fact sheets
                                       and public  notices.  Remember the importance of two-way
                                       communication and the  public participation triangle.

                                  •    Coordinating public participation with other stakeholders.   It is
                                       crucial that all the people who are working on public participation be
                                       aware of what activities are being planned for the facility and any
                                       other facilities in the area, so that activities can complement each
Chapter 2: Guidelines for Success                                                                   Page 2-15

-------
   Public participation
    activities should
   coincide with major
      steps in the
   permitting process.
     other whenever possible.  At the least, try to avoid conflicts between
     competing activities.  Be sensitive to major events (e.g., celebrations,
     other meetings, religious revivals, fundraisers, elections) and
     important dates (e.g., local holidays, graduations) in the community.

•    Maintaining the mailing list and information repositories.   A
     mailing list is required under RCRA and the agency should update it
     to include new people or organizations who have expressed an interest
     in the facility.  The facility and other organizations should refer to the
     agency any requests to be on the official facility mailing list.  If public
     information repositories are established for the facility, they  should be
     indexed and updated at least quarterly, or as required by the
     permitting agency.  The facility may want to obtain a copy of the
     mailing list to use for distributing information.

•    Planning and conducting public meetings.   Set-up and coordination
     are critical to the success of public meetings. Public participation
     staff will need to choose a location for meetings based on public input
     and the need for comfort and accessibility.  The public participation
     coordinator will need to schedule speakers, plan the agenda,  and
     provide a mediator (if necessary) at the meeting. Chapter 5 provides
     more detail on public meetings, hearings, workshops, etc.

•    Handling production/distribution/placement of information,
     including fact sheets, public notices, news releases, meeting
     handouts and overheads, etc.   Much of your public participation
     time will be spent developing and producing information for
     interested stakeholders. Permitting agency staff may want to refer to
     Appendix M for a list of resources that can ease fact sheet and infor-
     mation production. Sometimes you may need to refer stakeholders to
     other agencies that have information readily available, such as the
     State pollution prevention technical assistance office, which  often
     have fact sheets and technical experts available.  A list of pollution
     prevention contacts is included in Appendix S.

The next step is to figure out a schedule of public participation activities.
This schedule should include activities that are required by EPA
regulations. In general, the timing of additional public participation
activities should correspond to the completion of major steps in the
technical process (e.g., application submittal, draft permit issuance,
completion of the RFI). These are the times when members of the public
may have new questions or concerns about the proposed action or  the
facility in light  of new information, especially during corrective action.
The regulators and the facility owner/operator should also be prepared to
notify the public when any major activity will be taking place at the facility
(e.g., start of construction for corrective action) or has taken place (e.g.,
Chapter 2: Guidelines for Success
                                                               Page 2-16

-------
     Communities can
  provide valuable advice
      on what public
   participation activities
      will work best.
emergency response to releases).

Permitting agencies should take the lead in writing and revising public
participation plans, while allowing for input from other stakeholders and
coordinating with activities held by the facility, public interest groups, and
community organizations. The  agency may want to involve other
stakeholders in a group process  to form a comprehensive plan. Depending
on the amount of public interest in a facility, the plan could be an informal
one- or two-page document or a formal public involvement plan that will
be available to members of the community for comment.  At a minimum,
the plan should include a list of the specific public participation activities
for the facility and a schedule for when they will occur. We encourage
agencies to make these plans -  formal and informal  ~ available  to the
public.

Developing a written public participation plan will help staff account for all
the necessary steps in the permitting or corrective action process. A formal
plan will also let the public know what type of activities to expect during
the process. EPA recommends  that a formal plan contain the following
sections:

           executive summary;
           introduction/overview;
           facility history;
           the RCRA action taking place;
           summary of community interviews, outlining concerns;
           a description of any  early consultation (e.g., interviews with
           group leaders) that led to development of the plan;
           a list of the major issues likely to emerge during the process;
           an estimation of the  level of public interest likely to be
           generated by the decision under consideration;
           public participation activities and schedule;
           a list of the agencies, groups, and key individuals most likely to
           be interested in the process;
           a list of key contacts; and
           information on meeting and repository locations, where
           applicable.

EPA encourages permitting agencies to seek public input on the plans; final
plans should be available for public review. This sort of input is important
for getting the public involved early in the process.  In addition,
communities  can provide useful advice on what channels of communication
will work  best in the area and what sort of activities will provide the most
effective participation.  Communities can provide practical solutions that
improve communication and may even save resources. For example, in
one community where rumors spread easily, citizens suggested that the
agency put status reports  on voicemail so that people could call in for
Chapter 2: Guidelines for Success
                                                              Page 2-17

-------
Understanding and
Interaction Between
Stakeholders
regular updates.

There are numerous ways that the community can contribute during the
planning stage.  Citizens can decide how interested they are in a particular
activity by discussing issues with other stakeholders, accessing relevant
documents, or calling hotlines or other experts.  Those who would like to
participate in the formal process can use this time to raise questions or
develop their ideas.  Some citizens may want to submit comments to the
agency on the public participation plan.  Moreover, EPA encourages
interested citizens to meet together to discuss the potential impact of RCRA
actions on their communities.  Citizen groups may want to invite experts
from the facility, the permitting agency, engineers, environmental
contractors, scientists, health experts,  and attorneys to speak at their
meetings.


While each stakeholder shares the responsibility of providing open and two-
way communication, the roles and responsibilities of the different
stakeholders differ substantially. Participants in the RCRA permitting
process should acknowledge these differences and account for them as they
approach the process. We encourage participants to do their best to
understand the interests and concerns of the other participants by following
the principles below:

*    Strive to respect other stakeholders and their opinions.  Avoid
     personal attacks.

*    Understand that people have different levels of understanding of
     RCRA. Not everyone is an expert, but everyone should have the
     chance to know all the facts.

*    Realize that decisions made during the permitting process can have
     profound economic and social impacts.  These decisions are very real
     and important; people will live and work with them every day.

*    Acknowledge  that statutory and regulatory requirements limit what
     can happen during the permitting process.  Remember that everyone -
     - citizens, regulators, facility owners/operators, and public interest
     workers - has resource and time constraints

*    Recognize that people have concerns that go beyond the scientific or
     technical details.  These concerns deserve respect.

*    Build your credibility by being fair, open, and respectful.

*    Try to understand the values and interests of other stakeholders before
     jumping to conclusions.
Chapter 2: Guidelines for Success
                                                              Page 2-18

-------
Promoting
Environmental Justice
   New EPA rules will
       empower
     communities by
   giving them a greater
  voice in the permitting
        process.
Environmental justice refers to the fair distribution of environmental risks
across socioeconomic and racial groups. Some groups and individuals
associated with environmental justice issues have raised the concern that
EPA and some State environmental agencies do not provide equal
protection under the nation's environmental laws. With regard to the
RCRA permitting program, most of the concern surrounds the potential
additional risk that hazardous waste facilities may pose when located near
low-income or minority communities that already face an environmental
burden from multiple sources.

On February 11, 1994, the President issued Executive Order  12898,
directing federal agencies to identify and address the environmental
concerns and issues of minority and low-income communities. EPA is
committed to the principles in this Executive Order.  Furthermore, in an
effort to make environmental justice an integral part of the way we do
business, the Agency issued a policy directive, in September 1994
(OSWER 9200.3-17), that requires all future OSWER policy and guidance
documents to consider environmental justice issues.

EPA is committed to  equal protection in the implementation and
enforcement of the nation's environmental  laws. Moreover, providing
environmental justice for all U.S.  residents is a major priority for EPA.

In the area of public participation, the Agency has made changes that will
empower communities and potentially increase their voice in the permitting
process.  In the "RCRA Expanded Public Participation" rule (60 FR 63417-
34, December 11, 1995), EPA created more opportunity for public
involvement in the permitting process  and  increased access to permitting
information. The  rule gives all communities a greater voice in decision
making and a clear opportunity to participate in permit decisions early in
the process.

EPA strongly encourages facilities and permitting agencies to make all
reasonable efforts to ensure that all segments of the population have an
equal opportunity to participate in the permitting process and have equal
access to information in the process. These efforts may  include, but are not
limited to:

•    Providing interpreters, if needed, for public meetings.
     Communicating with the community in its language is essential for
     the two-way information flow required to ensure the public an
     equitable voice  in RCRA public participation activities.

•    Providing multilingual fact sheets and other information.   Making
     sure that the materials presented to the public  are written clearly in
Chapter 2: Guidelines for Success
                                                             Page 2-19

-------
                                      the community's primary language.

                                 •     Tailoring your public participation program to the specific needs
                                      of the community.  Developing a program that specifically addresses
                                      the community's needs will demonstrate to community members your
                                      interest in achieving environmental equity and fostering a sense of
                                      cooperation.

                                 •     Identifying internal channels of communication that the
                                      community relies upon for its information, especially those
                                      channels that reach the community in its own language.   Examples
                                      of these "channels" are a particular radio show or station, a local
                                      television station, a non-English newspaper, or even influential
                                      religious leaders. By identifying and making use of these valuable
                                      communication channels, you can be sure that the information you
                                      want to publicize reaches its target audience.

                                 •     Encouraging the formation of a citizens advisory group to serve
                                      as the voice of the community.   Such groups can provide meaningful
                                      participation and empowerment for the affected community (see
                                      Chapter 5 for more detail).

                                 (Additional steps you can take to promote environmental justice are
                                 available in Appendix D).

                                 Although EPA has taken steps on a national level to address environmental
                                 justice issues, many of these issues can be addressed more  effectively at a
                                 local level and on a site-specific basis. Local agencies and leaders have an
                                 important role to play in addressing environmental justice concerns.

                                 The RCRA permitting process is intended to ensure that facilities are
                                 operated in a manner that is protective of human health and the
                                 environment.  Environmental justice concerns are often broader in scope,
                                 going beyond the technical design and operation of the facility to include
                                 socio-economic, ethnic, and racial factors for the surrounding community.
                                 Within the context of public participation in RCRA permitting, the best
                                 way to address environmental justice concerns is through active
                                 communication. Keeping open lines of communication among permitting
                                 agencies, facility  owners, and community members is a good way to
                                 promote awareness and understanding of the permitting process, the facility
                                 operations, and the community's concerns. Providing frequent
                                 opportunities for community participation empowers the community to play
                                 an important role throughout the process.

                                 Permitting agencies should be forthright in explaining the scope and
                                 limitations of permitting regulations to the community.  Agencies should
Chapter 2: Guidelines for Success                                                                Page 2-20

-------
Supporting Community-
Based Environmental
Protection
    The best solutions to
    many environmental
   challenges are available
   at the community level.
also make sure that citizens understand their rights within the permitting
process (e.g., submitting comments, requesting a public hearing, appealing
permit decisions). Facility owners should strive to establish good relations
with the community and routinely interact with community members and
organizations, seeking input and feedback when making significant
decisions. Communities should gather information about other rights,
outside of the permitting process, such as those afforded under Title VI of
the Civil Rights Act.


In its May, 1995 Action Plan, EPA's Office of Solid Waste and Emergency
Response (OSWER) endorses community-based environmental protection
(CBEP).  CBEP is a method of solving environmental problems in the
context of the community  in which they occur. OSWER's plan points to
CBEP as a method that "brings the government closer to the people it is
meant to serve."  It also heralds CBEP as "a new way of accomplishing
traditional tasks in a more effective, more responsive manner."

Stakeholder involvement is one of the keys to CBEP. OSWER's plan
points to CBEP efforts as ones that "must empower and equip the
community to participate in environmental decisions, taking into account
not only the human but also the ecological and socioeconomic health of a
place." Thus, the involvement and cooperation of the community, facility
owners and operators, and agency personnel in the permitting process will
fuel CBEP efforts.  Moreover, increased access to information and
opportunities for participation in the permitting process (like those in the
RCRA Expanded Public Participation Rule ) will empower communities
and enable them to practice CBEP.

We encourage permitting agencies, facility owners and operators, public
interest groups, and members of the community to carry out the spirit of
this manual.  As we emphasized in the section on "Promoting
Environmental Justice" above, the best solutions to many environmental
challenges are available at the local community level, and no problem can
be solved without input from local stakeholders.  Only by cooperating,
communicating, and providing feedback and equal opportunities can
community-based programs reach their potential for solving environmental
problems.

Permitting agencies can take a lead role in promoting a CBEP approach by
discussing RCRA issues in coordination with other environmental concerns
in a given area.  Program distinctions between water, air, waste,  and toxics
are less important to stakeholders outside of the agency.  Agency staff
should be prepared to address RCRA concerns in the context of air and
water issues that may reach beyond a particular facility. Many companies
are particularly interested in finding opportunities to reduce process wastes
Chapter 2: Guidelines for Success
                                                            Page 2-21

-------
Re-evaluating and
Adjusting the Public
Participation Program
through pollution prevention and recycling that affect air, water, and waste
permit requirements. Several states are embarking on "whole facility"
approaches to permitting to take advantage of this approach. Permitting
agencies should consider using fact sheets and availability sessions to
explain RCRA's relationship to other programs.  Combining public
meetings across program lines could also make the entire environmental
picture more clear to stakeholders.


As RCRA activity increases at a facility and becomes more visible, public
interest in a site can increase dramatically.  Interest can also fade away
without warning. Participants in the permitting process should anticipate
and plan for sudden changes in the level of interest in a facility. Periodic
communication with key community contacts can help to anticipate
changes in the attitude or interest of other stakeholders. All participants
should make sure to keep their key contacts informed of all planned
activities ~ especially activities that are highly visible and tend to raise a lot
of interest, such as construction work or excavation related to cleanups.

In addition, at facilities that are receiving high levels of public interest, the
agency or the facility may want to conduct follow-up community
interviews at a key point (or points) in the decision-making process.  These
interviews will help predict major shifts in public interest or concern. The
agency should also encourage members of the community to submit
comments throughout the process and especially during formal comment
periods. Agency staff should make clear to the public (e.g., through fact
sheets) how the comment and response process works.

Permitting agencies, facility owners, and other involved organizations
should evaluate the effectiveness of public participation programs regularly
through the process.  The permitting process is complex and the best way to
measure the success of a public participation plan is not always clear. The
following are indicators that a public participation program is working:

          stakeholders are not asking the same questions over and over
          again;
          stakeholders are not raising concerns about a lack of
          information;
          the appropriate  contact person is handling inquiries in a timely
          manner;
          most of the public participation time is not devoted to correcting
          breakdowns in the information-sharing triangle (see above)
          between the community, the agency, and the facility;
          the channels of communication are well-defined and open;
          interested parties are providing informed comments on the
          project; and
Chapter 2: Guidelines for Success
                                                              Page 2-22

-------
   The best way to evaluate
    the success of a public
  participation program is to
  ask other stakeholders what
     is and isn't working.
          members of the public are bringing their concerns to
          stakeholders that are actively involved in the process, rather than
          taking them directly to the press or elected officials.
          Creative, more flexible, technical solutions, including pollution
          prevention solutions, are being explored.

If the program is not achieving these objectives, then the agency, facility,
and involved groups need to assess their techniques and determine what
changes will improve the program. If members of the community are
dissatisfied,  then public participation activities may not be reaching the
right target audiences. The  community may not have adequate access to
information  or may not be understanding it because it is too complex.  In
some cases,  the public may  need more detailed information.  The
community may feel uncomfortable in relations with the facility or the
agency, or the  agency or the facility may be uncomfortable relating to the
community.  The facility may not understand its role in the process in
relation to the agency's role. All of these difficulties can reduce the
effectiveness of the public participation program.  The best way to find out
what is going wrong is to talk to the community and the other stakeholders.
Ask them what is working and where improvements are needed.  Modify
public participation activities based on their suggestions and your own time
and resource limitations.

Members of the community should have a chance to evaluate the public
participation activities that the agency, the facility, and public interest or
other groups are employing. EPA encourages participants to solicit
feedback from the public, going beyond the regulatory requirements where
necessary.  Surveys, interviews, or informal meetings are all effective
ways to gather feedback.  In addition, the agency, facility,  and involved
groups should explain the permitting process to the community, update the
community on significant activities, and provide information that
community members can access and understand.  If these standards are not
being met, then the community should communicate its concerns to the
appropriate contact person.  Citizen input is the feedback that makes two-
way communication work.  All involved organizations should create a
means for citizens to let them know if public participation activities are not
working (e.g., use of a contact person, suggestion boxes, hotlines, surveys,
etc.). Once these organizations know where the breakdown is occurring,
they can adjust their programs to address community concerns.
Chapter 2: Guidelines for Success
                                                              Page 2-23

-------
Chapter Summary
      Public participation, defined broadly, is any stakeholder activity carried out to increase public input or understanding of the
      RCRA permitting process.

      The public participation triangle represents the communication between the public, regulators, and the facility.

      Public participation is based on a dialogue.

      Public participation is required, it can lead to better technical decisions, and it can engender public support for a project.

      A successful public participation program allows members of the community to have an active voice in the process and to have
      free access to important information.  Participants in a successful program will also pursue the following benchmarks:

                   Creating a dialogue that provides for feedback;
                   Establishing trust and credibility in the community through honesty and openness;
                   Fostering an informed and active citizenry that follows the process, gives input to other stakeholders, and discusses
                   issues with other concerned groups and people;
                   Ensuring that public officials meet their obligations to the public;
                   Involving the public early in the process, receiving feedback, and addressing public concerns before making
                   decisions;
                   Assessing the  community to find out from citizens what types of activities would best allow them to participate;
                   Planning your public participation activities ahead of time, allowing flexibility for changing interest levels in the
                   community;
                   Understanding and respecting the values and limitations of other stakeholders;
                   Taking steps, such as issuing multilingual fact sheets or encouraging the formation of citizen advisory groups, to
                   ensure that all segments of the interested community have an equal opportunity to receive information and
                   participate in the process;
                   Supporting efforts to respond to environmental challenges on a community level; and
                   Periodically evaluating the effectiveness of your program in the community and adjusting as community attitudes
                   and interest levels  evolve.
Chapter 2: Guidelines for Success                                                                             Page 2-24

-------
                                                                                        Exhibit 2-1
                                           Determining the Likely Level of Public Interest  in  a RCRA  Facility
             Level of Interest
                                                Type of RCRA Action
                                                  Community Members' Relationships With
                                                 	Facility/Regulatory Agency	
                                                                   Larger Context
       Low Level of Public Interest in
       a Facility
The RCRA activity is unlikely to be
controversial (e.g., a routine modification)
There is no contamination at the facility that
could come into direct contact with the public
People do not live near the facility
There is a history of good relations between the facility
and members of the community
Members of the community have expressed confidence
in the regulatory agency and/or the facility	
The facility receives very little media
attention and is not a political issue
Community members have not shown any
past interest in hazardous waste issues
       Moderate Level of Public
       Interest in a Facility
The RCRA action may involve activities, such
as §3008(h) corrective action activities, that
contribute to a public perception that the
facility is not operating safely

Examples may include permits for storage and
on-site activities and routine corrective
actions.
Highly toxic and/or carcinogenic wastes may
be involved (e.g., dioxins)
A relatively large number of people live near the facility
There is a history of mediocre relations between the
facility and members of the community
The facility is important to the community economically,
and the action may affect facility operations
Members of the community have had little or poor
contact with the regulatory agency
Local elected officials have expressed concern about the
facility	
Community members have shown concern
about hazardous waste issues in the past
The facility receives some media attention
and there are organized environmental
groups interested in the action
There are other RCRA facilities or CERCLA
sites in the area that have raised interest or
concern
       High Level of Public Interest in
       a Facility
The RCRA action includes a controversial
technology or is high-profile for other reasons
(e.g., media attention)
Highly toxic and/or highly carcinogenic
wastes are involved (e.g., dioxins)
There is potential for release of hazardous
substances or constituents that poses potential
harm to the community and the environment
There is direct or potential community contact
with contamination from the facility (e.g., con-
taminated drinking water wells or recreation
lake)
The nearest residential population is within a one-mile
radius
A relatively large number of people live near the facility
There is a history of poor relations between the facility
and the community
The facility has violated regulations and community
members have little confidence in the regulatory agency
to prevent future violations
There is organized community opposition to the facility's
hazardous waste management practices or to the action
Outside groups, such as national environmental
organizations, or state or federal elected officials have
expressed concern about the facility or action
The economy of the area is tied to the facility's operations
Community members have shown concern
about hazardous waste issues in the past
Facility activities are an issue covered widely
in the media
There is interest in the facility as a political
issue, at the local, state, or federal level (e.g.,
statewide and/or national environmental
groups are interested in the regulatory action)
There are other issues of importance to
members of the community that could affect
the RCRA action (e.g., concern over a cancer
cluster near an area where a facility is
applying for a permit to operate an inciner-
ator)
There are other RCRA facilities or CERCLA
sites nearby that have been controversial
Chapter 2:  Guidelines for Success
                                                                                        Page 2-25

-------
                                                 Exhibit 2-2
      	Steps in Evaluating Facilities and Gathering Information	
       Step 1:  Review the RCRA Action	

       Is it:
       D        Likely to be a controversial action (e.g., permitting a commercial waste management facility)
       D        Unlikely to be a controversial action

       Step 2:  Talk to colleagues who have worked in this community about their
       	interactions with members of the public	

       •         Has there been a large degree of public interest or concern about other projects?
       •         Have members of the public shown confidence in the regulatory agency?

       Step 3:  Review regulatory agency (or any other) files on the facility	

       Are there:
       D        A lot of inquiries from members of the public
                 Major concern(s)	
                 Any organized groups?
i?
       D        Few inquiries from members of the public
       D        Clippings from newspapers or other media coverage

       Step 4:  Formulate your preliminary impression of the community based on the above information


       Step 5:  Talk with several key community leaders to confirm your impression	

       People to interview:
       1.
       2.
       3.
       Step 6:  Determine the anticipated level of community interest based on the above information	

       D        Low (go to Step 7)
       D        Moderate (next step: conduct additional community interviews with one member of each community
                 subgroup)
       D        High (next step: conduct a full set of community assessment interviews)

       Step 7:  Write a brief summary of any major community concerns/issues	
Chapter 2: Guidelines for Success                                                                Page 2-26

-------
Chapter  3
Public Participation During  the
RCRA Permitting  Process
Introduction
   States may have their
  own public participation
  requirements in addition
      to the federal
The previous chapter examined the importance of public participation and
the information-sharing triangle, while reviewing the critical components
for building a successful public participation program. Chapter 3 describes
the specific public participation activities that EPA requires or recommends
during each phase of the RCRA permitting process, beginning before
submission of the RCRA part B permit application, continuing through the
preparation of draft and final permit decision, and throughout the life of the
RCRA permit.

Section 7004(b) of RCRA and EPA's permitting regulations, found in 40
CFR Parts 124 and 270, form the foundation for mandatory public
participation activities during the permitting process for both operating and
post-closure permits. The reader should note that the corrective action
schedule of compliance and other corrective action provisions are typically
part of the RCRA permit under 40 CFR Part 270 (unless carried out under
an enforcement order). Changes to these sections of the permit must follow
the permit modifications procedures of 40 CFR Part 270.41 or 270.42.  We
review the corrective action public participation procedures in Chapter 4.

RCRA permitting regulations require an array of public participation
procedures during the permitting process and the life of the permit.
However, situations  often occur where the facility and the agency will need
to go beyond the requirements in 40 CFR Parts 124 and 270.  Following the
assessment and planning guidance we provided in Chapter 2, participants in
the permitting process will discover whether a certain permitting activity
deserves greater public participation. Regulators, facility staff, or
community groups may want to consider expanded public participation
activities (described  in this chapter and in Chapter 5) ~ if resources allow -
at priority facilities,  controversial facilities, or at facilities where the
affected community  has a particular need for greater involvement or access
to information. Participants in the process should seek input from other
stakeholders to  determine if the public participation activities are adequate.
The permitting  agency  may suggest that the facility or public interest
Chapter 3: RCRA Permitting
                                                       Page 3-1

-------
    Public participation
   activities should fit the
  diversity, character, and
   culture of the affected
       community.
groups conduct additional activities to supplement required activities and
strengthen communication and trust among stakeholders. In addition, EPA
encourages the community to suggest additional public participation
activities to the permitting agency, the facility, or community and public
interest groups.

In December 1995, EPA expanded the public participation requirements in
the RCRA program by promulgating new regulations.  The new
regulations, known as the "RCRA Expanded Public Participation" rule (60
FR 63417, December 11, 1995), require earlier public involvement in the
permitting process, expand public notice for significant events, and enhance
the exchange of permitting information.  The new requirements, which we
describe more fully in this chapter, include:  (1) a public meeting held by
the facility prior to submitting the part B RCRA permit application; (2)
expanded notice requirements, including use of a posted sign, a broadcast
notice, and a newspaper display advertisement to  publicize the meeting; (3)
notification of the public when the agency receives a permit application and
makes it available for public review; (4) permitting agency discretion to
establish an information repository, which will be supplied and maintained
by the applicant or permit holder; and, (5) additional notices during the trial
burn period for combustion facilities.

In addition to the new regulatory requirements, EPA is taking steps to
ensure equitable public participation in the RCRA permitting process.  On
December 20, 1995 EPA  Office of Solid Waste and Emergency Response
(OSWER) Assistant Administrator Elliot Laws issued a memorandum to
the EPA Regional Administrators stating the Agency's policy to ensure
equal access to permitting information and provide an equal opportunity for
all citizens to be involved in the RCRA permitting process (see Appendix
N). In this manual, we are strongly encouraging facilities to meet the same
standard of equitable public participation. EPA is committed to equal
protection of our citizens  under the nation's environmental laws and urges
all participants in the RCRA permitting process to strive for environmental
justice, equal opportunity to  participate in permitting, and equal access to
information.

To meet this standard, EPA (when it is the permitting agency) will  issue
multilingual notices and fact sheets and use translators, where necessary, in
areas where the affected community contains significant numbers of people
who do not speak English as a first language. In addition, the Agency
recommends that facilities make  efforts to tailor public participation
activities to fit the diversity, character, and culture of the affected
community. When communicating with a community, participants in the
permitting process should take into  account the particular pathways and
methods of information transfer that are used by that community.   These
principles are applicable to all public participation activities, and EPA
Chapter 3:  RCRA Permitting
                                                               Page 3-2

-------
Public Participation
During the Permit
Decision  Process
Step One: The Pre-
Application Stage
                                encourages their adoption by all participants in the RCRA permitting
                                process.  See the section entitled "Promoting Environmental Justice" in
                                Chapter 2 for more information.
The permit decision process is composed of a number of steps.  Each step
is accompanied by  public participation requirements. As we have
mentioned, the regulatory minimum for public participation may not be
sufficient in all cases. Permitting agencies and facilities should consider
going beyond the regulatory requirements, where necessary, to provide for
meaningful and equitable public participation.

For the sake of simplicity, in this manual we will divide the permit decision
process into four steps:

     •    the pre-application stage;
     •    application submittal, agency notice and review;
     •    preparation of the  draft permit, public comment period, and the
          public hearing; and
     •    response to public comments and the final permit decision.

Stakeholders should keep in mind that the permit decision process is
lengthy and can be complex and confusing. Keeping the lines of
communication open during the process takes effort on the part of all
participants.  This effort is especially critical during the long periods of
time while the agency is reviewing the permit or the facility may be
responding to a Notice of Deficiency (which we describe later in this
Chapter). The agency, the applicant, and other interested groups should
take steps to keep the community involved and informed during these
"down" times.

We also encourage  stakeholders to learn about the process,  ask questions,
and discuss it with the other participants. Permitting agencies in particular,
should make efforts to disseminate fact sheets and information packages
about the permitting process.  Agencies, public interest groups, or facilities
may want to perform other public information tasks (see chapter 5 for
descriptions)  to ensure that all stakeholders understand, and are
comfortable with, the permitting process.
Required Activities

The RCRA Expanded Public Participation rule requires a new permit
applicant (or a facility that is applying to renew a permit while making
significant changes) to hold a public meeting prior to submitting the part B
RCRA permit application. This meeting is the earliest formal step in the
Chapter 3: RCRA Permitting
                                                             Page 3-3

-------
The Pre-Application
Meeting
    The pre-application
  meeting will allow the
    facility to hear and
     respond to public
        concerns.
RCRA permitting process.

Early public input can improve the quality of any permitting activity; the
public can contribute information and recommendations that will be helpful
to agencies as they make permitting decisions and to facilities as they
develop their applications and proposals.

The most important goal EPA hopes to achieve from the pre-application
meeting requirement is the opening of a dialogue between the permit
applicant and the community. We believe that the applicant should open
this dialogue at the beginning of the process. The meeting will give the
public direct input to facility personnel; at the same time, facility personnel
can gain an understanding of public expectations and attempt to address
public concerns before submitting a permit application.  We hope that this
requirement will help address the public concern that public participation
occurs too late in the RCRA permitting process.

Conducting the Meeting

The pre-application meeting should provide an open, flexible, and informal
occasion for the applicant and the public to discuss the various aspects of a
hazardous waste management facility's operations. Discussion at the pre-
application meeting need not concern the  technical aspects of the permit
application in extensive detail; such technical examination is more suited to
the draft permit stage (which we describe later in this Chapter).  We
anticipate that the applicant and the public will use this meeting to share
information, learn about each other's concerns, and start building the
framework for a solid working relationship.  The pre-application stage is
also an excellent time to explore the facility's level of expertise in waste
minimization and pollution prevention, and the potential for involving the
facility's waste minimization experts in the public participation process.

While a formal meeting style (i.e., like a public hearing) may suit some
permitting situations,  EPA realizes that it will not fit in all cases. With this
idea in mind, EPA has written the regulations to allow flexibility in the type
of "meeting" held by the permit applicant. For instance, an applicant may
decide to hold an availability session or open house (see Chapter 5) in place
of a traditional meeting. As  long as this approach meets the requirements
and the spirit of § 124.31 (as presented in this section), EPA will not
preclude applicants  from tailoring meeting styles to fit particular situations.

Regardless of the type of meeting that the applicant decides to hold, the
applicant (as well as the other participants in the process) should strive for
equitable participation and access to information during the pre-application
meeting and the notice of the meeting (see "Promoting Environmental
Chapter 3: RCRA Permitting
                                                                Page 3-4

-------
 Addressing community
 concerns at the start of a
   project can prevent
  misunderstanding and
opposition in the long run.
                                  Justice" in Chapter 2 and the Introduction to this Chapter).

                                  At the meeting, permit applicants should address, at the level of detail that
                                  is practical (based on available information), the following topics:  what
                                  type of facility the company will operate; the location of the facility; the
                                  general processes involved and the types of wastes to be generated and
                                  managed at the facility; and the extent to which waste minimization and
                                  pollution prevention may supplement or replace waste treatment needs. The
                                  discussions should also include the transportation routes to be used by
                                  waste transporters and planned procedures and equipment for preventing or
                                  responding to accidents or releases.

                                  These are examples of the types of issues that might be of particular
                                  concern to a community and about which the community might be able to
                                  provide useful suggestions to the applicant.  The applicant might then be
                                  able to incorporate that information into the proposed facility design or
                                  operations, either as part of the initial application, if time allows, or at
                                  subsequent stages in the process (e.g., in submitting revisions to its
                                  application, or in responding to a Notice of Deficiency issued by the
                                  permitting agency).  By learning about and addressing public concerns up
                                  front, the applicant may be able to prevent misunderstanding from
                                  escalating into community opposition. Moreover, the public will have a
                                  clear and open opportunity to interact and communicate with the potential
                                  applicant.

                                  The applicant should make a good faith effort to provide the public with
                                  sufficient information about the proposed facility operations. While we do
                                  not expect applicants to go into extensive detail at the pre-application stage,
                                  they should provide the public with enough information to understand the
                                  facility operations and the potential impacts on human health and the
                                  environment. We encourage applicants to provide  fact sheets, information
                                  packets, or other materials (see Chapter 5) that explain the proposed
                                  operations, company policies, waste minimization proposals, or other
                                  information that is relevant to the proposed facility.

                                  The permitting agency may choose to make permitting and pollution
                                  prevention fact sheets available at the meeting. One such fact  sheet is
                                  included as Appendix J of this manual.  EPA recommends that permit
                                  applicants distribute this fact sheet (or a similar one produced by the state
                                  agency) at the pre-application meeting,  especially in cases where a
                                  representative of the permitting agency  does not attend.  EPA does not
                                  expect permit applicants to answer questions about the RCRA  permitting
                                  process at the pre-application meeting ~ particularly where the applicant is
                                  not sure of the answer. We advise the applicant to let a representative of
                                  the permitting agency answer such questions.  If an agency representative is
                                  not available at the meeting, then the applicant should provide  the name of
Chapter 3:  RCRA Permitting
                                                                                              Page 3-5

-------
    The facility must
    conduct the pre-
   application meeting.
an agency contact person and the number of the RCRA Hotline (available
in Appendix A) or an applicable State information line.

Some applicants may want to consider inviting or hiring a moderator to
conduct the pre-application meeting. The moderator should be a neutral
third party (e.g., a civic organization, non-profit community group, or a
consultant) that is not a stakeholder in the permitting decision process. A
moderator can lend objectivity to the proceedings and help to keep the
discussions fair, under control, and on track. Regardless of whether a third
party conducts the meeting, facility representatives should be present to
answer questions and interact with the community.

EPA regulations are flexible  with regard to conducting the pre-application
meeting. One of the few requirements is for the applicant to post a sign-in
sheet, or a similar mechanism, to allow participants to volunteer their
names and addresses for inclusion on the facility mailing list (see §
124.3 l(b)).  The applicant should understand that attendees may not want
to put their names on a mailing list; the sign-in sheet always should be
voluntary. The applicant should make clear at the meeting that people can
contact the permitting agency directly to add their names to the facility
mailing list at any time.

The applicant must submit the list of attendees, along with a "summary" of
the pre-application meeting,  as a component of the part B permit
application.  We do not intend for the meeting summary to be a verbatim
account of the meeting.  EPA recognizes how difficult it is to keep a word-
for-word record of a public meeting. Applicants should make a good faith
effort to provide an accurate  summary of the meeting. While the
regulations do not indicate a  particular format for the meeting summary, we
recommend a type-written document that identifies major issues, points
made in support of those issues, and any response made by the applicant or
other attendees.

As mentioned above, the applicant must submit the summary as a
component of the  part B application. This component should be a
typewritten hard-copy.  Since the part B application is available for review
by the public, attaching the summary as part of the application assures that
people who are unable to attend the meeting will have an opportunity to
find out what happened. We encourage applicants to make the summary
available in other  formats where a community has special needs (e.g., on
audio tape for visually impaired residents).

The RCRA Expanded Public Participation rule requires the facility to
conduct the pre-application meeting. We believe  that the applicant should
conduct the meeting in an effort to establish a dialogue with the
community.  EPA encourages permitting agencies to attend pre-application
Chapter 3:  RCRA Permitting
                                                               Page 3-6

-------
                                 meetings, in appropriate circumstances, but  the facility must conduct the
                                 pre-application meeting.  Agency attendance may, at times, be useful in
                                 gaining a better understanding of public perceptions and issues for a
                                 particular facility, and for clarifying issues related to the permitting
                                 process. However, agency staff should ensure that their attendance does
                                 not detract from the main purposes of the meeting, such as opening a
                                 dialogue between the facility and the community, and clarifying for the
                                 public the role of the applicant in the permitting process.

                                 The regulations do not preclude State agencies and permit applicants from
                                 working together to combine State siting meetings with pre-application
                                 meetings. EPA encourages them to do so, provided that the combined
                                 meetings fulfill the requirements in § 124.31. If meetings are combined,
                                 the portion of the meeting that is dedicated to the RCRA facility permit
                                 must be run by the applicant; the regulatory agency must give the applicant
                                 the floor for a sufficient time period. In notifying the public of the meeting,
                                 under § 124.31(d), the applicant must make clear that the  RCRA portion of
                                 the meeting is separate from the general siting discussion.

                                 The pre-application meeting will provide the community with a clear entry
                                 point for participation at an early  stage in the permitting process.  We
                                 encourage members of the community to become involved at the pre-
                                 application stage.  Public comments and suggestions are easier for the
                                 facility to address at this early stage than later on in the process. For this
                                 reason, public input can have a greater impact at this stage.  Interested
                                 citizens should attend the meeting and participate in the informal dialogue.

                                 The public can learn more about the facility and the company  seeking a
                                 permit before attending the meeting by contacting the facility, or by
                                 contacting other stakeholders in the community.  Some community
                                 members may want to research to learn more about the planned (or already
                                 existing) facility.  If you are interested in obtaining more information on the
                                 facility or the permitting process, you may want to contact the permitting
                                 agency or the corporation that owns the facility. Additional information
                                 about past and present owners, past waste spills and releases, complaints,
                                 and the status of other state, local, and federal permits may be available
                                 from the following: the planning board, City Hall or the town council, the
                                 county health department, local newspapers, the library, and local  fire and
                                 rescue departments. These sources will give you access to information
                                 such as deeds and environmental testing results.

                                 Meeting attendees can become part of the facility mailing list by adding
                                 their names and addresses to the sign-up sheet at the meeting or by sending
                                 their names directly to the permitting agency. People on this list will
                                 receive any significant information sent out by the agency or the facility
                                 regarding the facility.

Chapter3:  RCRA Permitting                                                                      Page 3-7

-------
   The applicant should avoid
   scheduling the meeting at a
    time that conflicts with
   other important community
          activities.
Citizens should note that not all aspects of the permit application will be
clear at the pre-application stage, in part, because EPA is encouraging
facilities to meet with the public before making all final decisions on their
permit applications. This way, the facility owner/operator will be more
flexible and can react  more effectively to suggestions and concerns raised
in the meeting.  Participants at the meeting should note that the facility
owner/operator will not know the answer to all questions about the
permitting process.  The permitting agency and the RCRA/Superfund
Hotline will be  available to answer questions about the permitting process
and other RCRA requirements (remember that States may have different
procedures than EPA)..

     Date, Time, and Location of the Meeting

The timing of the meeting is flexible.  EPA believes that flexibility is
necessary  because the optimal timing for the meeting will vary depending
on a number of factors, including the nature of the facility and the public's
familiarity with the proposed project and its owner/operator.  The applicant
should choose a time for the meeting while considering the following
factors: (1) the community must receive adequate notice before the facility
submits a permit application; (2) the facility's plans for construction or
operation need to be flexible enough to react to significant public concerns
and to make changes to the application, if necessary; (3) the meeting should
not take place so long before submittal of the application that the
community will forget the facility.  We encourage applicants to make a
good faith effort to choose the best date for the pre-application meeting.

While the  final rule requires the facility to hold only one pre-application
meeting, cases may arise where more than one meeting is preferable. For
instance, if a facility holds one public meeting  and takes several months to
a year to submit the application, then the facility owner/operator should
consider holding a second meeting. In other cases, the facility may want to
hold a few meetings of different types (e.g., a  public meeting as  well as an
availability session).  Of course, permitting agencies or other stakeholder
groups may decide to  hold additional public meetings where appropriate.

The permit applicant should encourage full and equitable public
participation by holding the pre-application meeting at a time and place that
is convenient to the public. The applicant should schedule the meeting at a
time when the community is most likely to be available.  Many
communities, for instance, may prefer a meeting held after normal business
hours. Meeting schedulers should avoid holding the meeting at a time that
will conflict with important community activities (e.g., social, religious, or
political events, other  meetings, school activities, or local occasions).  The
applicant should also make sure that the meeting place has adequate space
and is conducive to the type of meeting that the applicant will conduct.
Chapter 3:  RCRA Permitting
                                                                Page 3-8

-------
Notice of the Pre-
Application Meeting
Finally, the meeting location should have suitable access for all persons; if
such a location cannot be procured, then the applicant should make all
reasonable efforts to provide for equitable participation in the meeting (e.g.,
by responding to written comments).

Some members of the affected community may not feel comfortable with
meetings held on facility property.  Applicants should address community
concerns in this area. EPA encourages applicants to hold the pre-
application meeting on neutral public ground, such as a local library, a
community center, a fire station, town hall, or school.

EPA developed the pre-application meeting notice requirements with the
goal of encouraging facilities to reach as many members of the public as
possible, within reasonable means.  The expanded notice requirements are
intended to reach a broad audience  and to encourage as many people as
possible to attend the meeting. Attendance at the meeting may also provide
an indication of the level of public interest in the facility, although low
attendance does not necessarily equal low interest. Using the list of
attendees from the meeting will allow agencies to develop larger mailing
lists; these lists, in turn, will help the facility and the agency to update more
people more often about the permitting process.

The new rule requires the applicant to provide notice of the pre-application
meeting to the public in three ways:

•    A  newspaper display advertisement.  The applicant must print a
display  advertisement in a newspaper of general circulation in the
community. The display  ad should be located at a spot in the paper
calculated to give effective notice to the general public (see the example in
Appendix H).  The ad should be large enough to be seen easily by the
reader.  In addition to the display ad, we also encourage facilities to place
advertisements in free newspapers, community bulletins, newsletters, and
other low-cost or free publications. In some cases, potential interest in the
facility may extend beyond the host community. Under these
circumstances, we encourage the applicant either to publish the display ad
so that it reaches neighboring communities or to place additional ads in the
newspapers of those communities.

•    A  visible and accessible sign.  The applicant must provide notice on a
clearly-marked sign at or near the facility (or the proposed facility site).  If
the applicant places the sign on the facility  property, then the sign must be
large enough to be readable from the nearest point where the public would
pass ~ on foot or by vehicle ~ by the site.  EPA anticipates  that the signs
will be similar in size to zoning notice signs required by local zoning
boards (of course, this size will vary according to the prerogative of the
Chapter 3: RCRA Permitting
                                                               Page 3-9

-------
  Choose notice methods
    that will spread the
  word over all segments
      of the affected
       community.
zoning board).  If a sign on the facility grounds is not practical or useful -
for instance, if the facility is in a remote area - then the applicant should
choose a suitable alternative, such as placing the sign at a nearby point of
significant vehicular or pedestrian traffic (e.g., the closest major
intersection). In the case that local zoning restrictions prohibit the use of
such a sign in the immediate vicinity of the facility, the facility should
pursue other available options, such as placing notices on a community
bulletin board or a sign at the town hall or community center. EPA intends
the requirement that the sign be posted  "at or near" the facility to be
interpreted flexibly, in view of local circumstances and our intent to inform
the public about the meeting. In addition to the requirements of § 124.31,
we encourage the applicant to place additional signs or flyers in nearby
commercial, residential, or downtown areas. Supermarkets, hardware or
department stores, malls, libraries, or local gathering places may have
bulletin boards  for posting notices and flyers.  EPA encourages  facilities to
keep track of posted signs and remove them after the meeting.

•    A broadcast media announcement. The applicant must broadcast the
notice at least once on at least one local radio or television station.  EPA
expects that the applicant will broadcast the notice at a time and on a
station that will effectively disseminate the notice. The applicant may
employ another medium, aside from television or radio, with prior approval
of the permitting agency. Many communities run their own cable channels
for local news and activities; this medium may be used to target a local
audience, often at no charge.  Television spots may be advantageous for
delivering pertinent information about a hazardous waste management
facility directly to the people at home.

Sample notices are provided in Appendix H and more may be available by
contacting the permitting agency.

EPA encourages facilities to pick a mixture of public notice tools that
meets the regulations and will allow the affected community to receive
equitable, timely, and effective notice of the pre-application meeting.  Such
a mixture may include a number of different and specialized notices that
target specific groups within each community. One example of such a
targeted notice would be the use of a translated advertisement on Chinese-
speaking local access television station to reach a Chinese-American
enclave in an area where the community members are affected by the
permitting activity. Specific segments of the affected community can be
targeted by strategic placement of the newspaper display ad, the timing and
station of a radio spot, the geographic location of signs, use of free
newspapers, and multi-lingual notices.  EPA does not require that the
applicant try to reach the largest audience with each method of public
notice (e.g., the radio spot need not be placed on the most popular station).
Instead, the applicant should use a combination of methods (including
Chapter 3:  RCRA Permitting
                                                              Page 3-10

-------
                                  translations) to spread the word over all segments of the affected
                                  community, taking into account the channels of information that are most
                                  useful in reaching diverse groups.

                                  EPA encourages applicants to go beyond the minimum requirements in the
                                  regulations when providing notice of the pre-application meeting.  The
                                  following suggestions will help in providing an effective broadcast notice.
                                  In some rural areas, community members may listen to or watch
                                  predominantly one radio or television station; in this case, the applicant
                                  should use this station as the vehicle for the notice.  Some areas are part of
                                  a radio market (i.e., defined by services such as Arbitron's Radio Market
                                  Definitions) or television market and have competing radio and television
                                  stations. Where there is more than one station, the facility owner or
                                  operator should consider carefully the likely audience of the station in order
                                  to ensure that a substantial number of people will see or hear the ad. Areas
                                  with many competing stations are  more likely to have audiences that may
                                  be delineated, for instance, by age, ethnicity, or income. In these situations,
                                  broadcasting the notice on several stations, or in more than one language,
                                  may be beneficial.  In all cases, EPA suggests that the announcement occur
                                  at listening or viewing hours with  a substantial audience - hours that will
                                  vary for each community as well as for specific groups. The facility may
                                  consult with broadcast stations and community members to determine the
                                  best times to broadcast the notice.

                                  The regulations also require the applicant  to send a copy of the notice to the
                                  permitting agency. Applicants must follow this provision, but we
                                  encourage facilities to contact the  appropriate agencies before this stage.
                                  Applicants should consider informing the  agency of their intent to seek a
                                  permit before planning the pre-application meeting.  Like other
                                  stakeholders in the permitting process, the permitting agency can benefit
                                  from receiving information as early as possible in the process.  In addition,
                                  the permitting agency may be able to provide guidance about how to run
                                  the pre-application meeting or what types  of public notice work best in  a
                                  particular community.

                                  EPA also encourages the applicant to send a copy of the notice to all
                                  members of the  facility mailing list, if one exists. This suggestion applies
                                  especially to facility owners who are applying for a permit renewal and
                                  must comply with § 124.31 because they are seeking to make a change on
                                  the level of a class 3 permit modification.  At these facilities, the mailing
                                  list will already  exist and people on the list will be interested in learning
                                  about the most recent activity at the facility. A mailing list will most likely
                                  not exist for new applicants.

                                  Getting the word out at this early stage is essential to assuring adequate
                                  community participation during the entire permitting process. For this

Chapter3:  RCRA Permitting                                                                     Page 3-11

-------
     Free papers, existing
  newsletters, press releases,
    and word-of-mouth are
  inexpensive ways to notify
         the public.
reason, we encourage the applicant to take additional steps, within
reasonable means, to announce the meeting. We do not intend for
applicants to spend large amounts of additional time and resources; on the
contrary, there are many simple and inexpensive mechanisms for
distributing information. Free announcements on television or radio,
advertisements in free papers, town newsletters, flyers, small signs, and
press releases are all ways to disseminate information at little or no cost.
We also encourage facilities to pass information through local community
groups and Local Emergency Planning Committees (established under
section 301 of the Superfund Amendments and Re-Authorization Act
(SARA)), professional and trade associations, planning commissions, civic
leaders, school organizations, religious organizations, and special interest
groups.  Other stakeholders involved in the process are  also good conduits
for spreading news about the pre-application meeting.

The regulations require that the notice contain several pieces of
information:  (1) the date, time, and location of the meeting; (2)  a brief
description of the purpose of the meeting; (3) a brief description of the
facility and proposed operations, including the address or a map (i.e., a
sketched or copied street map) of the facility location; (4)  a statement
encouraging people to contact the facility at least 72 hours before the
meeting if they need special access to participate in the meeting; and (5) the
name, address, and telephone number of a contact person for the applicant.

The format of the notice is flexible as long as it communicates this
information.  The description of the purpose of the meeting should explain
the facility's intent to submit a permit application and set out other
objectives for the meeting.  When describing the facility, the
owner/operator should briefly cover what sort of facility it is or will be
(e.g., a hazardous waste incinerator), what types of wastes it may handle,
and what sort of operations will take place at the facility (e.g., types of
manufacturing, commercial treatment of waste, etc.).  For the facility map,
the owner/operator should provide a photocopy of a street map or a
sketched map, the purpose of which is to let the public know just where the
facility is or will be.  Finally, persons needing "special access" would
include anyone who may have difficulty with stairs or some entrances,
persons who are visually or hearing impaired, or any person who foresees
some difficulty in attending the meeting without some help.  EPA does not
expect facilities to provide transportation to persons who cannot find other
means of reaching the meeting.

The telephone contact provided by the applicant in the pre-application
notice  is an important addition to the public participation resources during
this phase. EPA encourages members of the community to contact the
facility, the permitting agency (see Appendices A and B for State and
Federal contacts) or other interested groups in the community, as necessary,
Chapter 3:  RCRA Permitting
                                                              Page 3-12

-------
                                  to become acquainted with the permitting process and the facility plans.
The Facility Mailing
List
   The permitting agency
     should develop the
     mailing list early.
EPA is not requiring the facility to submit proof of the public notice;
however, we are requiring the facility to keep proof of the notice. The
Agency is concerned that proof of the notices may be needed in the case of
a lawsuit.  The applicant should establish a simple file containing proofs for
the notice.  Acceptable forms of proof would include a receipt for the radio
or TV broadcast, a photograph of the sign, and a photocopy of the
newspaper advertisement or tear sheets.

The permitting agency is responsible for developing  a representative
mailing list for public notices under § 124.10. EPA is emphasizing the
early development of a thorough mailing list as a critical step in the public
participation process.  If the mailing list allows the agency to keep
important groups and individuals in the community up-to-date on activities
at a facility, then the permitting agency and the facility will be better able
to gauge community sentiment throughout the permitting process. See the
section on "Mailing Lists" in Chapter 5 for additional information.

EPA anticipates that the meeting attendee list required under § 124.3 l(c)
will help the agency generate the mailing list by identifying people or
organizations who demonstrate an interest in the facility and the permit
process.

In the past, mailing lists have not been fully developed, oftentimes, until the
agency issued the draft permit or intent to deny the permit. EPA believes
that the mailing list is an integral public participation tool which permitting
agencies should create as early as possible in the process.  Our intent in
having the permit applicant submit the list of meeting attendees under §
124.3 l(c) was to allow the agency to formulate the mailing list at an earlier
stage in the permitting process.  Aside from the names identified by the
permit applicant, we encourage permitting agencies to enhance the mailing
list by contacting a wide variety of groups and individuals, such as:  civic
organizations, religious groups, public interest organizations, recreational
groups, professional/trade associations,  Local Emergency Planning
Committees (LEPCs), emergency response and local health care personnel,
environmental justice networks, educational and academic organizations,
city hall and elected officials, planning and zoning boards, local
development councils, involved State and Federal agencies, newspapers
and reporters, immediate neighbors and property holders, other nearby
companies or business groups, facility employees, and plant tour attendees.
In addition, we encourage the agency to maintain and update the lists
regularly.  All commenters on permitting documents, attendees at any
public meetings or persons using information repositories should be  placed
on the mailing list, or have the option of putting their names on the list.
Chapter 3: RCRA Permitting
                                                              Page 3-13

-------
                                 Members of the community and other interested groups or individuals can
                                 contact the permitting agency to have their names put on the facility
                                 mailing list. Community and public interest organizations may want to
                                 provide the permitting agency with names for the mailing list. Refer to
                                 Appendices A and B if you would like to find the addresses and phone
                                 numbers of EPA's Regional offices and the state environmental agencies.
    Public participation
    activities should be
   geared to the potential
    level of community
         interest.
Additional Activities

The level of public participation activities should correspond to the
potential level of community interest in the permitting process. To
determine the need for additional activities, participants should consider
conducting a community assessment  (see Chapters 2  and 5).  If the level
of interest is high, participants will want to do a more thorough needs
assessment and prepare a formal public participation plan (see  Chapters 2
and 5).

EPA encourages applicants to provide  fact sheets, information packets, or
other materials (see Chapter 5) at the pre-application meeting.  The
permitting agency may also choose to make permitting fact sheets available
at the meeting.  One such fact sheet is included as Appendix J of this
manual. EPA recommends that permit applicants distribute this fact sheet
at the pre-application meeting, especially in cases where a representative of
the permitting agency does not attend.

To provide widespread notice of the pre-application meeting, the applicant
may want to use notice methods that go beyond the requirements.  Some of
these methods, such as public service announcements , existing
newsletters and publications , and newspaper  inserts are described in
Chapter 5.

In some cases, the agency, facility, or a community  group may find it
appropriate to hold an additional meeting during the pre-application  stage.
Availability sessions  or open houses  can provide the public with an
opportunity to discuss issues face-to-face with officials or other interested
people.

The "RCRA Expanded Public Participation" rule gives the permitting
agency the authority to require the facility owner or operator to establish an
information repository at any point in the permitting process or during the
life of a facility.  The agency should assess the need for the repository by
considering a variety of factors, including: the level of public interest; the
type of facility; the presence of an existing repository; and the proximity to
the nearest copy of the administrative record.  The information repository
Chapter 3:  RCRA Permitting
                                                              Page 3-14

-------
      An information
     repository makes
  information accessible to
      the public in a
    convenient location.
can improve the permitting process by making important information
accessible to the public in a convenient location. (See Chapter 5 for more
detail on information repositories). Of course, EPA encourages facilities or
interested community groups to establish their own repositories for public
access to information.  Chapter 5 provides more guidance on how to
establish a repository.

Some permitting information is quite technical and detailed.  Members of
the public  and other stakeholders may find this information difficult to
interpret. EPA encourages permitting agencies, facilities, and community
groups to provide fact sheets  and additional materials to make technical and
complicated information more accessible to people who are not RCRA
experts.  Workshops or availability sessions may be useful for explaining
technical information.  Some citizens or community groups may want to
consult other sources for help in interpreting scientific and technical data.
If you are looking for such help, you may want to contact the permitting
agency,  facility staff, or other sources such as local colleges, universities,
public interest groups, environmental and civic  organizations. Additional
contacts may be available in the local community.  Interested citizens may
be able to find out about these contacts by talking to local newspapers and
other media who cover environmental issues. People who are interviewed
for or quoted in news articles can be an additional  source for information.

Getting as much input as possible from the community during these initial
phases of the RCRA permitting process and before a draft permit is issued
will be very useful during the draft permit stage. The draft permit will be
more responsive to the needs and concerns of the community, and  the
community will be more likely to accept the permit conditions if it sees that
its concerns have been heard.

Though  the early meeting may reduce public  concern that the agency and
the facility are making important decisions before the public becomes
involved, some concern may  still remain. The agency and the facility are
likely to have meetings that cannot, for practical purposes, be open to
public participation. One State agency found that by making notes from
these meetings available through an information repository , public trust in
the agency increased.
Step Two: Application
Submittal and Review
Required Activities

After the permit applicant has met with the public and considered
recommendations and input from the community, he or she may choose to
pursue a RCRA permit and then submit a RCRA part B permit application
Chapter 3: RCRA Permitting
                                                             Page 3-15

-------
    New EPA rules make
     permit applications
    available to the public
    during agency review.
to the permitting agency. Upon receiving the permit application, the
permitting agency must, under § 124.32, issue a public notice to the
facility mailing list and appropriate units of state and local government.
The notice will inform recipients that the facility has submitted a permit
application for agency review. In addition, the notice will inform the
recipients of the location where the application is available for public
review.

Both of the provisions mentioned in the previous paragraph are the result of
the RCRA Expanded Public Participation rule.  EPA composed these
regulations as a way to inform the public about the status of a facility's
permit application early  in the process .

Before issuing the notice at application submittal, the permitting agency
should solicit community suggestions and input on the best place to put the
application for public  review (agency personnel may have gathered this
information during an earlier stage in the process). We encourage the
agency to issue the notice as soon as is practically possible after receiving
the application. The notice must contain the following information: (1)
the name and telephone number of the applicant's  contact person; (2) the
name and telephone number of the permitting agency's contact office, and a
mailing address to which information, opinions, and inquiries may be
directed throughout the permit review process;  (3) an address to which
people can write in order to be put on the facility mailing list; (4) the
location where copies of the permit application and any supporting
documents can be viewed and copied; (5) a brief description of the facility
and proposed operations, including the address or a map (i.e., a sketched or
copied street map) of the facility location on the front page of the notice;
and (6) the date that the  application was submitted.

Permitting agencies must place the application and any supporting
materials somewhere in  the vicinity of the facility or at the permitting
agency's offices. The permitting agency should be sensitive to  the burden
on members of the affected community when determining where to place
the application. Many communities do not have the resources or the time
to travel several hours just to access permitting information. To make
information available  in these situations, the permitting agency  should
place the application in a place with public access in the general vicinity of
the facility (e.g., a public library or community center).  If such placement
of the document is impractical, the agency should make sure that the public
has other access to permitting information. For instance, the agency could
require the facility to establish an information repository under  § 124.31.  If
the community's information  needs  are on a lower level, the agency may
want to make a short summary of the permit application available to the
affected community.   In some cases, making information available in
electronic form (e.g., via diskette or Internet) may be useful.
Chapter 3:  RCRA Permitting
                                                              Page 3-16

-------
   The application should
   be available for review
    in the vicinity of the
         facility.
We recommend that, where feasible, the agency place the application in a
location where copying facilities are available and the public has adequate
access to the documents.  EPA also recommends that the application be in a
locale where the documents will be secure and readily available. The
application should go in the information repository, if one exists. If not, a
public library or other building in the vicinity of the facility may provide a
suitable choice.  The permitting agency's headquarters or satellite office
may be adequate if not too far from the facility.

Additional Activities

The permit application review process is often lengthy.  It may take
anywhere from one to five years to issue a permit, depending on the facility
type and level of facility owner or operator cooperation.  Permit applicants
and regulators should recognize that members of the public have pointed
out that they often feel "in the dark" during this phase.  We encourage
agencies and facilities to maintain a good flow of information during
application review.  If resources are available, permitting agencies and
facilities should plan activities during this time period to keep citizens
informed about the status of the process. Holding workshops, conducting
informal meetings,  and providing periodic fact sheets  and press releases
about the facility, opportunities for pollution prevention, and the RCRA
permit process can spread information and keep the community involved.
Identifying a  contact person to accept comments and answer questions
will also enhance communication. A (toll-free)  telephone hotline with
recorded status reports can reduce the potential for rumors.

EPA encourages permitting agencies to respond (e.g., in writing, by phone,
by holding a meeting) to comments and requests from the public during the
application review process.  Agencies should make good faith efforts to
address public concerns and issues.

In situations where a community wants more information about potential
operations at a facility and the health and environmental risks of those
operations, citizens or the agency can work with the facility to set up
facility tours and observation decks  during the public comment period.
These activities will give the community a first-hand look at a facility and
the operations and activities happening on-site. (Note that safety and
liability issues need to be considered before a decision is made to include
these activities.) These activities may be particularly useful for a new
facility or when a facility proposes a new or different technology.  Facility
tours also may be particularly effective for explaining pollution prevention
accomplishments and opportunities.  Similarly, facility owners or operators
may wish to coordinate with community leaders to tour the community.
This may be useful for understanding potential community concerns.
Chapter 3:  RCRA Permitting
                                                              Page 3-17

-------
Step Three: The Draft
Permit, Public
Comment Period, and
Public Hearing
Required Activities

After the permitting agency reviews the permit application, it must notify
the applicant in writing. If the application is incomplete, the permitting
agency may request that the applicant submit the missing information.  This
request is known as a Notice of Deficiency (NOD).  The permitting agency
may issue several NODs before the application is finally complete.

Once an application is complete, the permitting agency will make a
decision to  issue  a draft permit or a notice of intent to deny the permit
application (which is  a type of draft permit). In either case, the agency
must notify the public about the draft permit. In the notice, the permitting
agency must announce the opening of a minimum 45-day public comment
period on the draft permit. The agency must print the notice in a local
paper, broadcast the notice over a local radio station, and send a  copy of the
notice to  the mailing list, relevant agencies,  and applicable state  and local
governments. We encourage  agencies to attempt to reach all segments of
the affected community, within reasonable means, when issuing the notice
of the draft permit (see "Step  One:  The Pre-Application Stage"  above and
Chapter 5 for more information on how to notify the public).  Although the
agency is not required to retain documentation of the notice, we
recommend keeping a simple file with proof of the notices. Forms of proof
might include a receipt for the radio ad and a photocopy of the newspaper
add.

EPA regulations require the permitting agency to prepare a fact sheet or a
statement of basis to accompany every draft permit.  This fact  sheet (or
statement of basis) is  required by regulation and is different than commonly
used informational fact sheets. This fact sheet must explain the principal
facts and the significant factual, legal, methodological and  policy questions
considered  in preparing the draft permit. The fact sheet must also include,
when applicable, the following (see § 124.8(b)):

     •      a brief description of  the type of facility or activity which is the
           subject of the draft permit;
     •      the type and quantity  of wastes that are proposed to be handled
           at the facility;
     •      a brief summary of the basis for  the draft permit conditions;
           reasons why any requested variances or alternatives to required
           standards do or do not appear justified;
           a description of the procedures for reaching a final decision on
           the draft permit, including (1) the beginning and ending dates of
           the comment period and an address to which comments can be
           sent, (2) procedures for requesting a hearing and the nature of
Chapter 3: RCRA Permitting
                                                             Page 3-18

-------
 By law, the agency must
consider and respond to all
  significant comments
   received during the
    comment period.
                                            the hearing, and (3) any other public participation procedures
                                            before the final permit decision; and
                                            the name and telephone number of a person to contact for
                                            additional information.

                                 EPA recommends that the permitting agency include the fact sheet with the
                                 notice of the draft permit and make the fact sheet available to all interested
                                 parties.

                                 Any person may request a public hearing during the public comment
                                 period. The agency must hold a public hearing if someone submits a
                                 written notice of opposition to a draft permit and a request for a hearing, or
                                 if the public demonstrates, by the number of requests for a public hearing, a
                                 significant degree of public interest in the draft permit.  The Director also
                                 may hold public hearings at his or her discretion.  The agency must notify
                                 the public about the hearing at least 30 days prior to the hearing. The
                                 agency may choose to combine the hearing notice with the draft permit
                                 notice.  See Chapter 5 for information on holding a public hearing.
                                 Citizens may want to request a public hearing as a forum for airing
                                 community concerns. The hearing will be a standard meeting, attended by
                                 the agency and other interested parties.

                                 There is more required public participation during the draft permit stage
                                 than at any other time during the permitting process. We strongly
                                 recommend that permitting agencies prepare public participation plans (see
                                 Chapter 5), even for the least controversial facilities, just to keep track of
                                 the activities during this stage.

                                 The comment period on the draft permit allows anyone to submit their
                                 concerns and suggestions to the agency in writing. The permitting agency
                                 must, by law, consider all comments (see § 124.11) in making the final
                                 permit decision. In addition, the agency must briefly describe and respond
                                 to all significant comments raised during the comment period or during the
                                 public hearing.  EPA encourages participants to submit comments during
                                 this period.
    You can use public
  participation activities to
  explain technical issues
     or the permitting
         process.
                               Additional Activities

                               Permitting agencies can keep the process open by sharing all NOD
                               information with the public, whether through the administrative record, an
                               information repository , or another activity, such as a workshop. If the
                               details of the NOD are too arcane or technical, the agency can provide a
                               short fact sheet. The fact sheet should not gloss over any major omissions,
Chapter 3:  RCRA Permitting
                                                                                             Page 3-19

-------
                                but, by the same token, it should point out when an omission is of a less
                                serious nature.

                                Interested community groups or the permit applicant may decide to provide
                                additional public participation activities during this stage. Some
                                suggestions for useful activities would include explaining the NOD process
                                and discussing technical issues in the application by holding  availability
                                sessions.  Another option is for citizens or other stakeholders to request
                                one-on-one or small informal meetings with the permitting agency, the
                                permit applicant, or community groups.  Stakeholder groups can improve
                                their communication and interaction by meeting together in an informal
                                forum. An informal meeting may also be more appealing to some
                                participants, who may  see activities like public hearings  as overly
                                confrontational.

                                The permitting agency may want to provide a news release  when issuing
                                the draft permit or intent to deny.

                                The agency, facility, or a public interest group may want to organize an
                                availability session , facility tours, or some other activity prior to the
                                comment period so that the public can be better informed about the facility.
                                Some permitting agencies have held  public meetings prior to a public
                                hearing to provide a better forum to discuss issues.  Telephone hotlines  or
                                voicemail recordings can supplement public notices to inform the
                                community about the dates and locations of public participation events.
Step Four: Response
to Comments and
Final Permit Decision
   Remember that
  State procedures
  may be different.
Required Activities

After the public comment period closes, the regulatory agency reviews and
evaluates all written and oral comments and issues a final permit decision.
The agency must send a notice of decision (not to be confused with a
"notice of deficiency," see above) to the facility owner or operator and any
persons who submitted public comments or requested notice of the final
permit decision.  The  agency must also prepare a written response to
comments that includes a summary of all significant comments submitted
during the public comment period and an explanation of how, in making the
final permit decision,  the agency addressed or rejected the comments.  This
summary shows the community that the agency considered the
community's concerns when making the final permit decisions.  The agency
must make the response to comments document available as part of the
administrative record.
                                Additional Activities
Chapter 3: RCRA Permitting
                                                            Page 3-20

-------
                                 If there was high interest during the comment period, the agency or the
                                 facility may want to issue a  news release and fact sheet when the decision
                                 is finalized to inform a wide audience.  The permitting agency may choose
                                 to update and release the fact sheet required in § 124.8.
Public Participation
During the Life of a
Facility

Interim Status Public
Participation
When writing RCRA, Congress granted special status to facilities that
existed when the statute went into effect and for facilities that would be
brought under RCRA by new regulations. EPA refers to these facilities as
having "interim status." According to RCRA, interim status facilities do
not need a permit to operate; instead, while they are seeking permits, they
follow a category of regulations created specifically for them by EPA.
When EPA or a State issues a RCRA operating permit to one of these
facilities, the facility loses its interim status.

Because interim status facilities can operate without a permit, many people
are concerned that some of these  facilities are not as safe as permitted
facilities. Interim status facilities are not required to follow - since they
are not permitted - any standardized public participation procedures or
permit modification standards (that is, until the facility owner applies for a
permit). Given all these conditions, interim status facilities often pose
public participation challenges  even though many such facilities have been
operating for years.

Regulatory agencies may need  to use innovative techniques to
communicate with and provide information to communities around interim
status facilities. EPA acknowledges that every situation will require a
different type and level of community involvement. If interest grows in a
certain facility, the agency should consider holding a workshop or an
availability session  . Information repositories are another available tool
(see Chapter 5).  The agency should take steps to explain the special
situation of interim status facilities to  citizens. Of course, if an interim
status facility begins to attract public interest, permitting agencies should
consider moving the  facility towards getting a permit and undergoing the
public participation steps in the permitting process.

Owners and operators of interim status facilities should involve the public
even before they formally start to pursue a RCRA permit.  One thing the
facility owners could do to improve access to information is to make a draft
part B application available to the public before submitting it to the
Chapter 3:  RCRA Permitting
                                                              Page 3-21

-------
Permit Modifications
    Modifications can be
    initiated by either the
    agency or the facility.
permitting agency. Facility owners who submitted part B applications in
the past might make their applications available as well.  (Note:  any
interim status facility that submits its part B application on or after June 11,
1996, will be subject to the standards of the RCRA Expanded Public
Participation Rule and, thus, its application will be available for public
review upon submission). The facility may also want to set up an  on-site
information booth  or provide other background materials to the public.
Establishing a contact person and making his or her name available to the
public can improve communication between the facility and the
community. Experience has shown that a good facility-community
relationship during interim status will make for a more cooperative
permitting process.

Members of the public will often have questions or concerns while a
facility is in interim status.  Citizens can contact the facility, the regulatory
agency, or the RCRA/Superfund Hotline to ask questions or to inquire
about other sources of information.  Citizens may also want to contact
public interest organizations, local government, or other involved citizens
for more information.  Interim status facilities will eventually need to enter
the RCRA permitting process, which citizens can use as an opportunity to
air concerns and to encourage the facility to make important changes.


Over time, a permitted facility may need to modify its permit. Just as
public participation is  a component of the initial permit process, it is also a
part of the permit modification process.  This section discusses different
kinds of permit modifications and their corresponding public participation
requirements.  It is important to note that public participation
responsibilities and activities vary depending on, first, who initiated  the
modification (i.e., the  regulatory agency or the facility owner or operator)
and,  second, the  degree to which the modification would change  substantive
provisions of the permit. No matter who initiates the modification, when a
modification is proposed, only those permit conditions subject to
modification are reopened for public comment.

State permitting  agencies may have modifications processes that differ from
the federal requirements. Contact your State agency (see Appendix B) for
more details.
There are many reasons to modify a permit. In some cases, the regulatory
agency may initiate a permit modification under 40 CFR 270.41. This
section of the regulations identifies three causes for which the regulatory
agency may require a permit modification: (1) alterations or additions to
the permitted facility or activity; (2) new information received by the
regulatory agency; or (3) new standards, regulations, or judicial decisions
affecting the human health or environmental basis of a facility permit.  In
Chapter 3:  RCRA Permitting
                                                              Page 3-22

-------
  When a facility initiates a
     modification, it is
    responsible for some
    public participation
         activities.
addition, the regulatory agency may modify a compliance schedule for
corrective action in the permit.  Modifications initiated by the regulatory
agency are subject to the full 40 CFR Part 124 permitting requirements, as
described earlier in this chapter.  Specifically, the permitting agency must
•    Issue public notice of the draft modification;
•    Prepare a fact sheet or statement of basis;
•    Announce a 45-day public comment period;
•    Hold a public hearing, if requested, with 30-day advance notice;
•    Issue notice of the final modification decision; and
•    Consider and respond to all significant comments.

More often, however, the facility owner or operator requests a permit
modification to improve facility operations or make changes in response to
new standards. Facility-initiated modifications are categorized under 40
CFR 270.42 as Class 1, 2, or 3 according to  how substantively they change
the original permit. Class 1 modifications require the least public
involvement; Class 3, the most.  Like agency-initiated modifications, a
decision to grant or deny a Class 3 permit modification request is subject to
the public participation procedures of 40 CFR Part 124.
Since facility owners or operators initiate modifications more often than the
regulatory agency, the remainder of this chapter lays out the requirements
for facility-initiated modifications.  The permitting agency is also
encouraged to follow these public participation activities, even if not
required under an agency-initiated modification. Appendix L consists of an
EPA fact sheet entitled "Modifying RCRA Permits," which provides more
detail on permit modifications and associated public participation activities.
Exhibit 3-1 at the end of this Chapter presents an easy-to-read synopsis of
modification requirements and timelines.

When the Facility Owner or Operator Initiates a
Modification

When a facility owner or operator wants to change a RCRA permit, he or
she informs the regulatory agency and interested members of the public,
either before making the change if it is substantive (Class 2 or 3), or soon
after (with a few exceptions), if the change is minor (Class  1). In any case,
this is relatively early notification for members of the public, who often
perceive that RCRA actions are "done deals" by the time public comment is
solicited.
The facility owner or operator is responsible for conducting most of the
public participation for modifications he or she initiates. In addition, the
facility, rather than the regulatory agency, bears the burden of explaining
Chapter 3:  RCRA Permitting
                                                              Page 3-23

-------
                                 and defending its actions to the public.  To ensure that the facility's public
                                 participation efforts are successful, staff from the facility and the agency
                                 should discuss how to conduct the required activities; the agency should
                                 provide guidance and assistance where necessary. Moreover, EPA
                                 encourages facilities to consult with communities to determine what
                                 activities will best promote public participation.

                                 Class 1 Modifications
    Class 2 modifications
    require a number of
    activities, including a
   public notice, comment
    period, and a public
         meeting.
Class 1 modifications address routine and administrative changes, including
updating, replacing, or relocating emergency equipment; updating certain
types of schedules identified in the permit; improving monitoring,
inspection, recordkeeping, or reporting procedures; and updating sampling
and analytical methods to conform with revised regulatory agency guidance
or regulations.  They do not substantively alter the conditions in the permit
or reduce the facility's ability to protect human health and the environment.
With a few exceptions, most Class 1 modifications do not require approval
from the regulatory agency before they are implemented. (The exceptions
are listed in Appendix I to 40 CFR 270.42.)

The only public involvement requirement for Class 1 modifications is that
within 90 days of implementing a change, a facility must send a  public
notice to all parties on the mailing list compiled by the permitting agency .
The facility is responsible for obtaining a complete facility mailing list
from the agency.  (For more information on  mailing lists see Chapter 5.)
Any member of the public may ask the agency to review a Class 1
modification.

Class 2 Modifications

Class 2 modifications address facility-initiated changes in the types and
quantities of wastes managed, technological advances, and new regulatory
requirements, where such changes can be implemented without
substantively altering the facility's design or the management practices
prescribed by the permit. Class 2 modifications do not reduce, and, in most
cases should enhance, the facility's ability to protect human health and the
environment.  During a Class 2 modification, there may be good
opportunities to explore "low tech" pollution prevention opportunities that
reduce waste generation but do not require major process changes (e.g.,
segregating waste streams, modifying maintenance procedures, or installing
closed loop recycling).

Class 2 modifications require the facility to submit a modification request
and supporting documentation  to the regulatory agency. In addition,   the
facility must notify the people on its mailing list about the modification
Chapter 3:  RCRA Permitting
                                                              Page 3-24

-------
                                 request and publish this notice in a major local newspaper of general
                                 circulation.  The facility must publish the notice and mail the letter within
                                 seven days before or after it submits the request to the regulatory agency.
                                 The newspaper notice marks the beginning of a  60-day public comment
                                 period and announces the time and place of a public meeting.  In addition,
                                 the notice must identify a contact person for both the facility  and the
                                 regulatory agency and must contain the statement, "The permittee's
                                 compliance history during the life of the permit being modified is available
                                 from the regulatory agency contact person." The notice should state that
                                 public comments must be submitted to the permitting agency's contact
                                 person.

                                 The public comment period provides an opportunity for the public to
                                 review the modification request at the same time as the permitting agency.
                                 The facility must place the request for modification and supporting
                                 documentation in a location accessible to the public in the vicinity of the
                                 facility (see guidance on  information repositories in Chapter 5 for suitable
                                 locations). The facility must conduct the public meeting no earlier than 15
                                 days after the start of the 60-day comment period and no later than 15 days
                                 before it ends. The meeting, which tends to be less formal than a public
                                 hearing held by the regulatory agency in the draft permit stage, provides for
                                 an exchange of views between the public and the owner or operator and a
                                 chance for them to resolve conflicts concerning the permit modification.
                                 The meeting must be held, to the  extent practicable, in the vicinity of the
                                 permitted facility (the guidance on thepre-application meeting, earlier in
                                 this chapter, is applicable to this public meeting ).

                                 The requirements for this meeting, like the pre-application meeting, are
                                 flexible.  The facility is not required to provide  an official transcript of the
                                 meeting, though we encourage owners/operators to consult the  community
                                 and find  out if this information would be useful. The permitting agency is
                                 not required to attend the meeting or respond to comments made there;
                                 however, EPA recommends that agency staff attend the meeting to clarify
                                 questions about the permitting process and to find out about any public
                                 concerns and how the owner or operator plans to address them.

                                 The permitting agency is required to consider all written comments
                                 submitted during the public comment period and must respond in writing to
                                 all significant comments in its decision .  EPA expects that the meeting will
                                 provide information to the public and improve the written comments
                                 submitted to the permitting agency.  EPA anticipates that community input
                                 at the meeting may also result in voluntary revisions in the facility's
                                 modification request.

                                 As the following paragraphs explain, the Class 2 modification procedures
                                 were written to ensure quick action by the agency. However, when seen by

Chapter3:  RCRA Permitting                                                                    Page 3-25

-------
                                  the public, these procedures can be very confusing.  A simple solution that
                                  the permitting agency or the facility should consider is to provide a fact
                                  sheet or a time table to the public at the meeting.

                                  The procedures for Class 2 modifications include a default provision to
                                  ensure that the permitting agency responds promptly to the facility's
                                  request. The  agency must respond to Class 2 modification requests within
                                  90 days or, if the agency notifies the facility of an extension, 120 days. At
                                  any time during this 120-day period, the agency can: (1) approve the
                                  request, with or without changes, and modify the  permit accordingly; (2)
                                  approve the request, with or without changes, as a temporary authorization
                                  having a term of up to 180 days; or (3) deny the request.  If the permitting
                                  agency does not reach a final decision on the request within this period, the
                                  facility is granted an automatic authorization that permits it to conduct the
                                  requested activities for 180 days. Activities performed under this authori-
                                  zation must comply with all applicable federal and state hazardous waste
                                  management regulations.  If the agency still has not acted within 250 days
                                  of the receipt of the modification request,  the facility must notify persons on
                                  the facility mailing list within seven days, and make a reasonable effort to
                                  notify other persons who submitted written comments  , that the automatic
                                  authorization  will become  permanent unless the regulatory agency approves
                                  or denies the request by day 300. The public must always have a 50-day
                                  notice before  an automatic authorization becomes permanent. The agency
                                  must notify persons on the facility mailing list within 10 days of any
                                  decision to grant or deny a Class 2 modification request.  The agency must
                                  also notify persons on the facility mailing list within 10 days after an
                                  automatic authorization for a Class 2 modification goes into effect.

                                  At any time during the Class 2  procedures the agency may also reclassify
                                  the request as a Class 3 modification if there is significant public concern
                                  about the proposed modification or if the agency determines that the facil-
                                  ity's proposal  is too complex for the Class 2 procedures. This
                                  reclassification would remove the possibility of a default decision.

                                  As previously indicated, the permitting agency may approve a temporary
                                  authorization  under 40 CFR 270.42(b) for 180 days  for a Class 2
                                  modification.  In addition,  the agency may grant a facility temporary
                                  authorization  under 40 CFR 270.42(e), which would allow the facility,
                                  without prior  public notice and comment, to conduct certain activities
                                  necessary to respond promptly  to changing conditions.   The facility must
                                  notify all per sons on the facility mailing list about the temporary
                                  authorization request within seven days of the request.  Temporary
                                  authorizations are useful for allowing a facility owner or operator to
                                  perform a one-time or short-term activity for which the full permit
                                  modification process is inappropriate, or for allowing a facility owner or
                                  operator to initiate a necessary  activity while his or her permit modification

Chapter3:  RCRA Permitting                                                                      Page 3-26

-------
  Class 3 modifications are
   more likely than other
   modifications to raise
         concern.
is undergoing the Class 2 review process. A temporary authorization is
valid for up to 180 days, and the permitting agency may extend the
authorization for an additional 180 days if the facility initiates the
appropriate Class 2 modification process for the covered activity. In
addition, any extension of the activity approved in the temporary
authorization must take place under Class 2 procedures.
                                  Class 3 Modifications

                                  Class 3 modifications address changes that substantially alter a facility or
                                  its operations.  For example, a request to manage new wastes that require
                                  different management practices is a Class 3 modification.

                                  Class 3 modifications usually involve changes that are broader or more
                                  detailed than Class 1 or 2 modifications; they are also more likely to raise
                                  concern.  Though the Class 3 modifications process allows significant
                                  opportunity for public participation, additional activities may be helpful in
                                  some situations.  Permit holders, regulators, and community interest groups
                                  may want to consider taking steps to encourage earlier participation.
                                  Facilities, in particular, should recognize that some Class 3 modifications
                                  will significantly alter their operations.  In such cases, and in all cases
                                  where public interest may be high, permittees should consider providing
                                  information and public participation activities prior to submitting the
                                  modification request.

                                  When concern is high, it is critical for the facility to consult with the
                                  agency to make sure that the facility knows how to conduct the required
                                  public participation activities. In some cases, the permitting agency might
                                  encourage the facility to go beyond the requirements and hold  workshops
                                  and publish fact sheets to explain the proposed change. Public
                                  participation activities held by the agency or public interest groups can
                                  supplement the regulatory requirements.

                                  As with Class 2 modifications, Class 3 modifications require the facility to
                                  submit a modification request and supporting documentation to the
                                  permitting agency, and  notify persons on the facility mailing list about the
                                  modification request and publish notice in a major local newspaper of
                                  general circulation. The facility must publish the notice and mail the letter
                                  within seven days before or after the submitting the modification request to
                                  the regulatory agency. The notice must contain the  same information as the
                                  Class 2 notification (see above), including an announcement of a  public
                                  meeting to be held by the facility at least 15 days after the notice and at
                                  least 15 days before the end of the comment period.  The newspaper notice
                                  marks the beginning of a  60-day public comment period.
Chapter 3:  RCRA Permitting
                                                               Page 3-27

-------
  Class 3 modifications are
     subject to the same
     public participation
    procedures as permit
       applications.
In holding a public meeting during the comment period, the facility owner
or operator should follow the guidance for the pre-application meeting
above. The requirements for this meeting are flexible. The facility is not
required to provide an official transcript, though we encourage
owners/operators to consult the community and find out if this information
would be useful. As with Class 2 modifications, the agency is not required
to attend the meeting or to respond to comments made at the meeting.
However, it is important that the permitting agency attend the facility's
public meeting in order to gauge concern about the proposed change and
prepare appropriately for a public hearing, if one is requested. By attending
the public meeting, the agency may learn whether it needs to  conduct
additional public participation activities  (e.g., hold a  workshop or informal
meetings) after preparing the draft modification.  The agency can also
clarify questions about the permitting process.  The agency should consider
responding to issues raised at the meeting as part of the response to
comments for the 60-day comment period.  Of course, people who attend
the meeting have the opportunity to submit formal comments to the
permitting agency during the comment period.

At the conclusion of the  60-day comment period, the agency must consider
and respond to all significant written comments received during the
comment period. The agency must then either grant or deny the Class 3
permit modification request according to the permit modification
procedures of 40 CFR Part 124.

Class 3 modifications are subject to the same review and public
participation procedures  as permit applications,  as specified in 40 CFR
270.42(c).  The agency is required to perform the following tasks:

•    Preparation of draft permit modification conditions or notice of intent
     to deny the modification;
•    Publication of a notice of the agency's draft permit decision, which
     establishes a 45-day public comment period on the draft permit
     modification;
•    Development of a  fact sheet or statement of basis ;
•    Holding a public hearing, if requested, with 30-day advance notice ;
•    Issuance of the  notice of decision to grant or deny the permit
     modification; and
•    Consideration and response to all significant written and oral
     comments received during the 45-day public comment period.

With Class 3 permit modifications, the public has  60 days to comment on
the facility's requested modification and another 45 days to comment on the
agency's draft permit modification or proposed notice of intent to deny the
modification. And, in addition to the public meeting held by  the facility
owner or operator, the public may also request a public hearing with the
Chapter 3:  RCRA Permitting
                                                             Page 3-28

-------
                                 agency.
Public Participation
in Closure and Post-
Closure
Closure and Post-
Closure at Permitted
Facilities
The permitting agency must notify persons on the facility mailing list
within 10 days of any decision to grant or deny a Class 3 modification
request. As with Class 2 modifications, the regulatory agency may grant a
facility a temporary authorization to perform certain activities requested in
the Class 3 modification for up to 180 days without prior public notice and
comment. For example, the agency may grant temporary authorizations to
ensure that corrective action and closure activities can be undertaken
quickly and that sudden changes in operations not covered under a facility's
permit can be addressed promptly. Activities performed under a temporary
authorization must comply with all applicable federal and state hazardous
waste management regulations.  The facility must issue a public notice to
all persons on the facility mailing list within seven days of submitting the
temporary authorization request.  The agency may grant a temporary
authorization without notifying the public. The permitting agency may
reissue a temporary authorization for an additional 180 days provided that
the facility has initiated the appropriate Class 3 modification process for the
activity covered in the temporary authorization and the agency determines
that the extension is warranted to allow the facility to continue the activity
while Class 3 procedures are completed.  See Appendix L for an EPA fact
sheet on modifying RCRA permits.


Facilities may discontinue operations at one or more units for a number of
reasons. For example, units may have reached capacity, the facility owner
or operator may no longer wish to accept wastes, or the facility may have
lost interim status and be required to close by the permitting agency.
During closure, facility owners or operators complete treatment, storage,
and disposal operations; apply final covers or caps to landfills; and dispose
of or decontaminate equipment, structures, and soil. Post-closure, which
applies only to land disposal facilities that do not "clean close" (i.e., remove
all contaminants from the unit), is normally a 30-year period  after closure
during which owners or operators of disposal facilities conduct monitoring
and maintenance activities to preserve the integrity  of the disposal system.


EPA regulations (40 CFR 264.112 and 264.118) require facilities seeking
operating permits to submit closure and post-closure plans (if appropriate)
with their Part B  applications in accordance with 40 CFR 270.14(b)(13).
Furthermore, land disposal facilities that leave wastes in place when they
close must obtain a post-closure permit, which specifies the requirements
for proper post-closure care. Consequently,  the public has the opportunity
to comment on a facility's closure and post-closure plans and any
amendments made to the plans as part of the permitting process  and permit
modification procedures,  as described earlier in this chapter.
Chapter 3:  RCRA Permitting
                                                             Page 3-29

-------
   Public participation for the
     post-closure phase must
  address public concerns about
        corrective action.
Closure and Post-
Closure at Interim
Status Facilities
Facilities seeking permits for post-closure are exempt from the pre-
application meeting requirement (§ 124.31) in the RCRA Expanded Public
Participation rule.  The facility, permitting agency, or community group
may decide to hold some type of meeting prior to issuance of the post-
closure permit. Refer to Chapter 5 for information on public meetings,
availability sessions , and workshops.

The permitting agency or other involved organizations should be aware of
closure issues that may concern the public, and they should plan public
participation activities accordingly.  For example, if the public has
reservations about how "clean" the facility will actually be after the facility
closes, public interest groups, the agency, or the facility may want to
provide fact  sheets or conduct educational  workshops and informational
meetings about the closure plan and the conditions at the facility.

If the facility owner or operator is leaving a facility, and possibly even the
community, the public may be very concerned about whether the facility
owner or operator  will really be vigilant in monitoring the post-closure
operations at the facility or will have enough financial resources to do so.
Moreover, almost  all post-closure permits will contain schedules of
compliance for corrective action if a facility closes before all necessary
corrective action activities are completed. As a result, public participation
events in the post-closure phase need to address community concerns about
corrective action.  (See Chapter 4 for additional information on corrective
action activities.)  Note, however, that unless corrective action is required
in the post-closure permit, public interest in closure plans is usually limited.


Facilities may also close under interim status, often under enforcement
orders.  Facilities that are closing under interim status must submit closure
and post-closure plans (if appropriate) under 40 CFR  265.112 and 265.118.
Public participation activities for interim status facilities during the closure
and post-closure processes are specified in 40 CFR 265.112(d)(4) and
265.118(f).  The regulations require that  the permitting agency provide the
public and the facility, through a newspaper notice,  with the opportunity to
submit written comments on the closure and post-closure plans and request
modifications to the plans no  later than 30 days from the date of the notice .
EPA encourages permitting agencies to use other methods  of notice, as
appropriate, to announce the meeting.  In response to a request, or at its
own discretion, the agency may hold a  public hearing on the plan(s), if
such a hearing might clarify one or more of the issues concerning the
plan(s).  The agency must provide  public notice at least 30 days before the
hearing.  The agency will approve, modify,  or disapprove the plan(s) within
90 days of their receipt.

The public can petition the permitting agency to extend or reduce the post-
Chapter 3:  RCRA Permitting
                                                               Page 3-30

-------
                                   closure care period applicable to an interim status facility or land disposal
                                   unit. Whenever the agency is considering a petition on a post-closure plan,
                                   it will provide the public and the facility, through a public notice in the
                                   newspaper,  with the opportunity to submit written comments within  30 days
                                   of the date of the notice. Again, EPA encourages permitting agencies to go
                                   beyond the newspaper notice requirement, as appropriate, to disseminate
                                   the notice.  In response to a request or at its own discretion, the agency may
                                   hold a public hearing on the post-closure plan, if such a hearing might
                                   clarify one or more of the issues concerning the plan.  The agency must
                                   provide public notice of the hearing at least 30 days before it occurs. If
                                   the agency tentatively decides to modify the post-closure plan, 40 CFR
                                   265.118(g)(2) requires that the agency provide the public and the facility,
                                   through a public notice in the newspaper, with the opportunity to submit
                                   written comments within 30 days of the  date of the notice , as well as the
                                   opportunity  for a public hearing. After considering the comments, the
                                   regulatory agency will issue a final decision.

                                   An interim status facility may amend its closure plan at any time prior to
                                   the notification of partial or final closure, and its post-closure plan any time
                                   during the active life of the facility or during  the post-closure care period.
                                   An owner or operator with an approved  closure or post-closure plan  must
                                   submit a written request to the permitting agency to authorize a change. In
                                   addition, the agency may request modifications to the closure and post-
                                   closure plans.  If the amendment to the  closure plan would be a Class 2 or
                                   Class 3 modification,  according to the criteria specified in 40 CFR 270.42,
                                   then the modification  to the plan will be approved  according to the
                                   procedures in 40 CFR 265.112(d)(4) detailed above.  Similarly, if the
                                   amendment to the post-closure plan would be a Class 2 or Class  3
                                   modification, according to the criteria specified in  40 CFR 270.42, the
                                   modification will be approved according to the procedures in 40 CFR
                                   265.118(1), also described above.
Chapter Summary

     Some permitting situations will call for public participation that goes beyond the regulatory requirements

     The "RCRA Expanded Public Participation" rule (60 FR 63417, December 11, 1995), provides for earlier public participation in
     the permitting process, expands public notice for significant events, and enhances the exchange of permitting information

     EPA strongly encourages permitting agencies and facilities to ensure equal access to permitting information and provide an equal
     opportunity for all citizens to be involved in the RCRA permitting process

     The permit decision process and the required public participation activities can be divided into four key steps :

     1.     The Pre-Application Stage

           - Facility gives public notice and holds an informal public meeting


Chapter3: RCRA Permitting                                                                       Page 3-31

-------
            - Agency develops a mailing list
            - Additional activities that may apply include: community assessments, public participation plans, information
            repositories, and fact sheets

      2.    Application Submittal, Notice, and Review

            - Agency issues a notice to the facility mailing list and state and local governments
            - Agency makes application available for public review
            - Additional activities that may apply include: observation decks, facility tours, community tours, workshops, and news
            conferences.

      3.    Preparation of Draft Permit, Public Comment Period, and the Public Hearing

                  Agency issues public notice of draft permit (or intent to deny)
                  Agency prepares a fact sheet or statement of basis
                  Agency announces a 45-day public comment period
                  Hold a public hearing, if requested or at the agency's discretion, with 30-day advance notice
                  Additional activities that may apply include:  information sessions, workshops, news releases, and fact sheets.

      4.    Response to Public Comments and the Final Permit Decision

                  Agency responds to all significant comments raised during the public comment period, or during any hearing
                  Agency issues notice of final permit decision

      The regulatory agency can initiate a permit modification under 40 CFR 270.41 following the full permitting procedures of 40 CFR
      Part 124. A facility may also initiate a Class 1, 2, or 3 permit modification under 40 CFR 270.42. For facility-initiated
      modifications, public participation activities are required of both the facility and the regulatory agency, as described below:

      1.    Class 1

            Facility Requirements:

                  Notify mailing list within 90 days

      2.    Class 2

            Facility Requirements:

                  Notify mailing list and public newspaper notice
                  Announce 60-day public comment period
                  Place modification request and supporting documentation in an accessible location in the vicinity of the facility
                  Hold public meeting
                  If the regulatory agency does not act within 250 days of the modification request, notify  mailing list that automatic
                  authorization will become permanent in 50 days

            Regulatory Agency Requirements:


                  Allow 60 days for public comment on the modification request
                  Consider all written comments and respond in writing to all significant comments
                  Issue notice to the mailing list within 10 days of any decision to grant or deny a modification request
                  Issue notice to the mailing list within 10 days after an automatic authorization goes into effect

      3.    Class 3

            Facility Requirements:

                  Notify mailing list and publish newspaper notice
                  Announce 60-day public comment period
                  Place modification request and supporting documentation in an accessible location in the vicinity of the facility
                  Hold public meeting


Chapter3:  RCRA Permitting                                                                                  Page 3-32

-------
            Regulatory Agency Requirements:

                  Allow 60 days for public comment on the modification request
                  Issue public notice
                  Prepare a fact sheet or statement of basis
                  Announce a 45-day public comment period on draft permit decision
                  Hold a public hearing, if requested, with 30-day advance notice
                  Issue or deny the modification request
                  Respond to written and oral comments from the 45-day comment period
                  Consider and respond to all significant written comments received during the 60-day comment period

      For Class 2 or 3 modifications, the permitting agency may grant a facility temporary authorization to perform certain activities for
      up to 180 days.  The facility must notify the public within seven days of making the request.  The agency may grant a temporary
      authorization without prior public notice and comment.

      For facilities seeking permits, the public has the opportunity to comment on closure and post-closure plans and any amendments to
      the plans as part of the permitting process and permit modification procedures. The public can also comment and request hearings
      on closure and post-closure plans submitted by interim status facilities. The permitting agency can initiate, and the facility can
      request, modifications to interim status plans; these requests are also subject to public comment.

      Post-closure permits and plans often mandate corrective action.
Chapter3:  RCRA Permitting                                                                                 Page 3-33

-------
                                                     Exhibit 3-1
       Public Participation Requirements for Class 1, 2, and 3 Permit Modifications

  Class 1
        Type of Changes — Routine and administrative changes

        Required Activities

              Within 90 days of implementing a change, facility must notify all parties on mailing list.

  Class 2

        Type of Changes — Improvements in technology and management techniques

        Required Activities	

        Day 1: Regulatory agency receives modification request.
        Day 7: Facility publishes newspaper notice, notifies mailing list, and places copy of permit modification request and
        supporting documents in accessible location.
        Days 15-45: Facility holds public meeting.
        Day 60:  Written public comments due to regulatory agency.
        Day 90:  Regulatory agency response to modification request due, including response to written comments. Deadline may be
        extended 30 days.
        Day 120: If regulatory agency has not responded, requested activity may begin for 180 days under an automatic
        authorization.
        Day 250: If regulatory agency still  has not responded, facility notifies public that authorization will become permanent
        unless regulatory agency responds within 50 days.
        Day 300: If regulatory agency has not responded, activity is permanently authorized.

        Regulatory agency must notify mailing list within 10 days of any decision to grant or deny modification request, or after an
        automatic authorization goes into effect.

  Class 3

        Type of Changes — Major changes  to a facility and its operations

        Required Activities	

        Day 1: Regulatory agency receives modification request.
        Day 7: Facility publishes newspaper notice, notifies mailing list, and places copy of the permit modification request and
        supporting documents in an accessible location.
        Days 15-45: Facility holds public meeting.
        Day 60:  Written public comments due to regulatory agency.

        After the conclusion of the 60-day comment period, the regulatory agency must grant or deny the permit modification request
        according to the permit modification procedures of 40 CFR Part 124. These include:

        • Issuing public notice of the draft permit modification or intent to deny the modification;
        • Preparing a fact sheet or statement of basis;
        • Announcing a 45-day public comment period;
        • Holding a public hearing, if requested, with a 30-day advance notice;
        • Considering and responding to all significant written and oral comments received during the 45-day comment period; and
        • Issuing notice of the final permit modification.

        In addition, the regulatory agency must consider and respond to all significant written comments received during the 60-day
  	comment period.	
Chapter3: RCRA Permitting                                                                               Page 3-34

-------
Chapter  4
Public  Participation  in  RCRA
Corrective Action Under  Permits  and
§300800  Orders	
Introduction
   Corrective action
  may take place under
     a permit or an
   enforcement order.
RCRA requires owners and operators of hazardous waste management
facilities to clean up contamination resulting from current and past
practices. These cleanups, known as corrective actions, reduce risks to
human health and the environment.

As with the rest of the RCRA program, state environmental agencies can
receive authorization from EPA to implement the corrective action
program.  The corrective action requirements in authorized states must be
at least as stringent as the federal requirements and may be more stringent.
Where states implement the program, EPA plays an oversight role; the
Agency implements the program in non-authorized states.

This chapter lays out a framework for corrective action public participation
that follows the typical approach to facility cleanup (e.g., site investigation,
analysis of alternatives, remedy selection). However, alternative
approaches may be used provided they achieve the goals of full, fair, and
equitable public participation.  More than 5,000 facilities are subject to
RCRA corrective action. The degree of cleanup necessary to protect human
health and the environment varies significantly across these facilities. Few
cleanups will follow exactly the same course; therefore, program
implementors and facility owners/operators must be allowed significant
latitude to structure the corrective action process, develop cleanup
objectives, and select remedies appropriate to facility-specific
circumstances. Similar latitude must be allowed in determining the best
approach to public participation, in order to provide opportunities
appropriate for the level of interest and responsive to community concerns.

At the federal level, corrective actions may take place under a RCRA
permit or as an enforcement order under §3008 of RCRA. In authorized
states, corrective action may take place under a state-issued RCRA permit,
a state cleanup order, a state voluntary cleanup program, or another state
cleanup authority. Since authorized states may use a variety or
combination of state authorities to compel or oversee corrective actions,
EPA encourages interested individuals to check with their state agency to
gather information on the available public participation opportunities.
Chapter 4: Corrective Action and §3008(h) Orders
                                                    Page 4-1

-------
                                  The RCRA corrective action program is the counterpart of EPA's other
                                  hazardous waste clean-up program, "Superfund," which is formally known
                                  as the Comprehensive Environmental Response, Compensation, and
                                  Liability Act (CERCLA). Unlike most Superfund clean-ups, RCRA
                                  corrective actions generally take place at facilities that continue to operate,
                                  and the current facility owner or operator is involved in the cleanup.
                                  Because  cleanups under RCRA and Superfund often involve similar issues,
                                  EPA encourages equivalent public participation procedures in the two
                                  programs. Thus, parts of this chapter will refer you to the Community
                                  Relations in Superfund handbook (EPA/540/R-92/009, January 1992),
                                  which is  available by calling the RCRA/Superfund Hotline at  1-800-424-
                                  9346.
Current Status  of
the  Corrective
Action Program
   The ANPR emphasizes
    areas of flexibility in
    corrective action and
     describes how the
   program is improving.
      Although Subpart S
    regulations are not final,
  much of the 1990 proposal is
  routinely used as guidance by
        permit writers.
On May 1, 1996, EPA published an Advance Notice of Proposed
Rulemaking (ANPR) in the Federal Register (61 FR 19432). The Notice:
(1) presents EPA's strategy for writing final corrective action regulations;
(2) describes the current corrective action program and requests
information to help EPA identify and implement improvements to the
program; and (3) emphasizes areas of flexibility in the current program and
describes program improvements already underway.

Public participation during corrective action derives from a combination of
regulations and EPA guidance. The regulations set out requirements that
facilities and agencies must meet when a permit is issued or modified,
under 40 CFR parts 124 and 270, to incorporate corrective action
provisions. EPA guidance, on the other hand, suggests additional
provisions that the permitting agency may include in the permit.  One
example of such guidance for corrective action activities is the Proposed
Subpart S  rule (55 FR 30798, July 27, 1990). The Subpart S regulations are
not final, but much of the 1990 proposal is routinely used as guidance by
permit writers.:

Since there are no regulations requiring public participation under §3008(h)
orders, any such activities are based on guidance.  EPA policy states that
the opportunities for public participation should be generally the same  as
those
     Two provisions of the 1990 proposal were promulgated in 1993: the final corrective action management unit (CAMU) and
     temporary unit regulations on February 16, 1993 (58 FR 8658). Under this final rule, CAMUs and temporary units may be
     designated by the regulatory agency in the permit prior to or during remedy selection according to the procedures in 40 CFR
     270.41; these units may also be implemented through the use of Section 3008(h) orders or order modifications. Conversely, the
     facility may request a permit modification to implement a CAMU following the Class 3 permit modification process defined in 40
     CFR 270.42. If approval of a temporary unit or time extension for a temporary unit is not requested under a Class 3 permit
     modification or obtained under a regulatory agency-initiated modification, the facility owner or operator may request approval for
     a temporary unit according to the procedures for a Class 2 permit modification. Chapter 3 (RCRA Permitting) discusses the public
     participation activities associated with each level of permit modification.
Chapter 4: Corrective Action and §3008(h) Orders
                                                                Page 4-2

-------
  In the 1996 ANPR, the
    Agency reaffirmed
   using portions of the
     1990 proposal as
        guidance.
   Public participation
  should come early in
  the corrective action
        process.
opportunities that accompany corrective action under a permit (see the
section called "Special Considerations for Public Participation Activities
Under §3008(h) Orders" below).

The May 1,  1996 ANPR reaffirms the Agency's use of portions of the 1990
proposal as guidance, including many of the portions addressing public
participation in corrective action. While much of the 1990 proposal will
still be used as guidance, the ANPR emphasizes the need for flexibility in
developing site-specific corrective action schedules and requirements,
including public participation requirements tailored to meet the needs of the
local community.

As described in the ANPR, EPA is actively looking for opportunities to
identify and implement improvements to make the corrective action
program faster, more efficient, more protective, and more focused on
results.  In the ANPR, the Agency emphasizes that revisions to the
corrective action program should also enhance opportunities for timely and
meaningful public participation.

This chapter outlines the public participation activities associated with the
corrective action process under both permits and §3008(h) orders. It
describes public participation activities currently required under federal
regulations and policies, as well as additional activities that EPA
recommends. If additional guidance is appropriate upon promulgation and
re-proposal of corrective action regulations, EPA will update this chapter
and make it available to the public.

The three paragraphs below provide a few guidelines for public
participation, in the form of overarching principles, which should be
considered throughout the  corrective action process.

Early Participation

As we emphasized in Chapter 2, public participation should begin early in
the permitting process. It should also begin early in the corrective action
process. Many of the important decisions in a corrective  action are made
during the site investigation and characterization.  Overseeing agencies and
facilities should make all reasonable efforts to provide for early public
participation during these phases.

Consistency with Superfund

A significant portion of the RCRA corrective action process is analogous to
the Superfund process. Due to this similarity, EPA encourages permitting
agencies and facilities to make public participation activities under the
RCRA system consistent with those activities required under Superfund.
For example, RCRA interim actions should provide opportunities for
participation that are similar to, or go beyond, Superfund  public
Chapter 4:  Corrective Action and §3008(h) Orders
                                                               Page 4-3

-------
Special
Considerations for
Public Participation
Activities Under
§3008(h) Orders
    Under EPA policy,
    public participation
    requirements during
    corrective action are
    generally the same
     under orders and
         permits.
participation for removal actions, and similar opportunities for participation
should be available under both corrective measures implementation and a
Superfund remedial action.

Shared Responsibility for Public Participation
Activities

The corrective action process may involve cleanup steps that are initiated
by an overseeing agency or a facility owner/operator. Public participation
activities will often be more useful for the public if the party who
performed the latest cleanup step then conducts the public participation
activity.  For instance, if the facility owner/operator does a facility
investigation, then it would usually be more appropriate for the facility
owner/operator to run the public meeting or whatever activity follows the
investigation. In addition, EPA recognizes that important forms of public
participation take place outside of the formal corrective action process.
The Agency encourages public interest, environmental, civic, and other
organizations to provide such activities.  The Agency also encourages
citizens to discuss cleanup and permitting issues with knowledgeable
stakeholders in the community.


As we mentioned above, corrective action activities are conducted under an
order issued under RCRA Section 3008(h).  RCRA 3008(h) orders may be
used to get corrective action started in advance of facility permitting or
when a facility is closing under interim status. RCRA 3008(h) orders may
be issued either on consent or unilaterally. A consent order is issued when
the facility and the regulatory agency have come to an agreement about the
corrective action; a unilateral order is issued when the regulatory agency
and the facility have been unable to agree about  the need  for, or the scope
of, corrective action.

As a matter of EPA policy, the substantive corrective action requirements
and public participation requirements imposed under an order are generally
the same as those that would occur if corrective  action were taking place
under a permit (61 FR 19432, May 1, 1996); however, because orders have
significant administrative differences from permits there  are some special
considerations. For example: under a §3008(h) order, there may be
limitations on the permitting agency's ability to release or discuss certain
information; no public participation activities are statutorily  required under
§3008(h), though EPA policy is that public participation under corrective
action orders be generally the same as under permits; and, while facility
owner/operators may agree to conduct public participation activities under
a consent order, under a unilateral order public participation responsibilities
will likely fall to the permitting agency.

In addition to ensuring that appropriate public participation activities occur
during implementation of a corrective action order, in some cases, it may
Chapter 4:  Corrective Action and §3008(h) Orders
                                                              Page 4-4

-------
                                  be useful to begin public participation prior to the issuance of the order by
                                  assessing the community's concerns and identifying the most appropriate
                                  means of addressing those concerns.  (Assessing a community's concerns
                                  and planning for public participation is discussed in greater detail in
                                  Chapter 2.) When corrective action will take place under a consent order,
                                  care should be taken to explain to the community that corrective action
                                  orders on consent are not traditional enforcement actions in that they are
                                  simply means to expedite initiation of corrective action activities; they are
                                  not typically issued in response to a violation at the facility.

                                  Limitations on Releasing Information:   When the agency is negotiating
                                  an order with the facility, confidentiality of certain information must be
                                  maintained.  The aim of these negotiations is to encourage frank discussion
                                  of all issues and to resolve differences, thereby allowing the agency to issue
                                  an order on consent rather than unilaterally. Agency staff should take
                                  notice: public disclosure of some information may be in violation of state
                                  and federal statutes, and could jeopardize the success of the negotiations, so
                                  be sure to coordinate any public notices with enforcement staff before
                                  releasing information.

                                  Not being able to fully disclose information to the  public can pose
                                  problems, particularly in a community where interest is high and citizens
                                  are requesting information. If interest in the facility is high, the project
                                  manager, project staff, and the Public Involvement Coordinator should
                                  discuss how  to address citizens' concerns without breaching confidentiality.
                                  At the very least, the public deserves to know why these limitations are
                                  necessary and when and if they will be lifted.

                                  Further constraints may be placed upon public participation if discussions
                                  with the facility break down, and the case is referred to the Department  of
                                  Justice (DOJ) to initiate litigation.  In this situation, public participation
                                  planning should be coordinated with the lead DOJ attorney as well.

                                  Strongly Suggested Versus Required Activities:   As discussed earlier in
                                  this Chapter, EPA's policy is that the substantive corrective action
                                  requirements and public participation requirements imposed under an order
                                  should be generally the same as those that would occur if corrective action
                                  were taking place under a permit. U.S. EPA's Office of Solid Waste and
                                  Emergency Response has issued two directives addressing public
                                  participation in §3008(h) orders:  Directive 9901.3,  Guidance for Public
                                  Involvement in RCRA Section 3008(h) Actions  (May 5,  1987) and
                                  Directive 9902.6, RCRA Corrective Action Decision Documents: The
                                  Statement of Basis and Response to Comments  (April 29, 1991).  These
                                  directives suggest public participation activities in orders, even though such
                                  activities are not required by statute.  The directives suggest the following
                                  activities after a proposed remedy has been selected:

                                  •    Writing a statement of basis discussing the proposed remedy;
Chapter 4:  Corrective Action and §3008(h) Orders                                                    Page 4-5

-------
Public Participation
In Corrective Action
                                  •     Providing public notice that a proposed remedy has been selected and
                                       the statement of basis is available;
                                  •     Providing a public comment period  (30-45 days) on the proposed
                                       remedy;
                                  •     Holding a public hearing if requested; and
                                  •     Writing a final decision and response to comments .

                                  The remainder of this Chapter reflects EPA's support for having equivalent
                                  public participation steps under both permits and orders. While there are
                                  no requirements for public participation under orders, EPA strongly
                                  suggests the activities reviewed in this Chapter. In our review of the
                                  corrective action elements (initial site assessment, site characterization,
                                  etc.) in the following pages, we discuss public participation activities that
                                  are required or additional. Because EPA strongly suggests public
                                  participation activities under orders, we present them under the "Required
                                  Activities" headings for each corrective action element.

                                  Consent Versus Unilateral Orders:   If the agency is issuing  a consent
                                  order, the agency should consider negotiating with the facility to have it
                                  write a public participation plan (if community interest in the facility is
                                  high), or at least conduct some activities as terms of the order.  If the
                                  agency is issuing a unilateral order, however, circumstances may be  such
                                  that it is necessary and/or appropriate for the agency to assume all  or most
                                  public participation responsibilities. Care must be used regarding the
                                  disclosure of information prior to the issuance of a unilateral order.
                                  Premature disclosure may place additional strain on the facility-agency
                                  relationship.
Because corrective action activities involve investigation of releases and
potential releases of hazardous waste, the community is likely to take an
active interest.  Corrective action investigations and remedial activities may
be very visible to the public. Experts visit the facility to conduct
investigations, trucks and equipment travel back and forth to the facility,
and government agencies oversee activities.  Delays in the cleanup or long
"down times" between permitting activities are not uncommon. All of
these factors can heighten the anxiety and concern of the community.
Accordingly, the community may require more information on issues
related to current or potential contamination, including levels of
contamination, the extent of health and environmental risks, and the
potential for future risks.  The public may also seek additional opportunities
to give input to the overseeing agency  or the facility.

The regulatory requirements provide a baseline for adequate public
participation while leaving a great deal of flexibility in the program. Some
situations will call for public participation opportunities that go beyond the
regulatory baseline.  Where regulations do not specify public participation
during corrective action, overseeing agencies and facility owners/operators
Chapter 4:  Corrective Action and §3008(h) Orders
                                                               Page 4-6

-------
    A successful corrective
    action program must be
    procedurally flexible; no
     one approach will be
  appropriate for all facilities.
should develop site-specific public participation strategies that are
consistent with existing requirements and provide for full, fair, and
equitable public participation.

The scope and complexity of corrective actions will vary significantly
across facilities. For this reason, EPA has created a flexible program that
allows regulatory agencies to tailor corrective action requirements to
facility-specific conditions and circumstances. While EPA's public
participation regulations establish a baseline of requirements, some
situations will call for public participation opportunities that go beyond the
regulatory baseline. This is particularly true in the corrective action
program because many of the specific corrective action regulations,
including regulations for public participation, are not yet final and because
corrective action activities often occur outside the permitting process (e.g.,
under a federal or state order). In this chapter, we will  discuss times during
the process when additional public participation can be critical. We
encourage stakeholders to follow the guidance in this chapter and Chapter 2
when planning for public participation in the corrective action process.

Corrective actions, like most site cleanup activities, usually involve several
key elements.  These elements are:

     •    Initial Site Assessment (RCRA Facility Assessment (RFA));
     •    Site Characterization (RCRA Facility Investigation (RFI);
     •    Interim Actions;
     •    Evaluation of Remedial Alternatives (Corrective Measures
          Study (CMS);
     •    Remedy Selection;
     •    Remedy Implementation  (Corrective Measures Implementation
          (CMI)); and
     •    Completion of the Remedy.

The corrective action process is not linear.  The elements above should not
be viewed as prescribed steps on a path, but as evaluations that are
necessary to support good cleanup decisions.  Because  these elements may
not occur in the same order (or at all) at every facility,  we encourage
planners to use them as general guidelines, while leaving flexibility for
changes. A  successful corrective action program must  be procedurally
flexible; no one approach to implementing these cleanup elements will  be
appropriate for all facilities. The seven elements, and the public
participation activities associated with them, are described in the sections
below.

Refer to Chapter 3 for additional information on permitting, including
permit modifications, and Chapter 5  for specific details on public
participation activities described in this chapter.
                                  The corrective action process usually begins with an initial site assessment,
Chapter 4: Corrective Action and §3008(h) Orders
                                                                Page 4-7

-------
Initial Site
Assessment (RFA)
called a RCRA Facility Assessment or RFA.  The RFA is conducted either
by the overseeing agency or by the facility with subsequent agency
approval.  The purpose of an RFA is to gather data about a site, including
releases and potential releases of hazardous waste and hazardous
constituents, to determine whether a cleanup may be necessary. RFAs
usually include (1) a file review of available information on the facility; (2)
a visual site inspection to confirm available information on solid waste
management units (SWMUs) at the facility and to note any visual evidence
of releases; and (3) in  some cases, a sampling visit to confirm or disprove
suspected releases.

The results of an RFA are recorded in an RFA report.  The RFA report will
describe the facility and the waste management units present at the facility
and note any releases or potential releases.  It will also describe releases
and potential releases from other, non-waste-management-associated
sources (e.g., a spill from a product storage tank). Interested individuals
may request copies of RFA reports from the appropriate EPA regional
office or state agency.

In addition to the information recorded in RFA reports, if corrective action
is taking place in the context of a RCRA permit, the permit application will
also describe the physical condition of the facility including its subsurface
geology, the waste management units present at the facility, and any
releases and potential releases.

The RFA report usually serves as the basis for future corrective actions at a
facility. If, after completion  of the RFA, it appears likely that a release
exists, then the overseeing agency will typically develop facility-specific
corrective action requirements in a schedule of compliance,  which will be
included in the facility's permit or in a RCRA Section 3008(h) corrective
action order.

In the case of corrective action implemented through a permit, the public
may comment on the schedule of compliance for corrective  action during
permit issuance and subsequent permit modification (see Chapter 3 for
more information on the permitting process and permit modifications).

When corrective action is implemented though a  3008(h) order, the public
should be given an opportunity to comment on the schedule  of compliance
when the order is issued; however, it may take many months of discussions
between the facility owner/operator and the overseeing agency before  an
order is issued. In the meantime, the facility owner/operator may develop a
mailing list, modeled after the mailing list developed under the permitting
process, and a public participation plan .

On the day the order is issued, the administrative record, containing all
information considered by the agency in developing the order, is made
available for inspection by the public.  The agency may also want to place a
copy of the administrative record at a local library close to the facility.
Chapter 4:  Corrective Action and §3008(h) Orders
                                                              Page 4-8

-------
                                 The overseeing agency or facility owner/operator should consider writing a
                                 fact sheet that gives details of the order and the corrective action process.
                                 If there is a high level of interest in the facility, an  open house or
                                 workshop should be considered.
                                 A RCRA Facility Investigation or RFI is necessary when a release or
                                 potential release is identified and additional information is necessary to
                                 determine the nature and scope of corrective action, if any, that is needed.
                                 The purpose of an RFI is to characterize the nature and extent of
                                 contamination at the facility and to support selection and implementation of
                                 a remedy or remedies or, if necessary, interim measures.

                                 Required Activities

                                 If corrective action is being conducted in the context of a RCRA permit, the
                                 public has the opportunity to review and comment on the scope of the RFI
                                 and RFI schedules and conditions during permit issuance. The RFI is
                                 usually conducted by following an agency-approved RFI plan. If the RFI
                                 plan is incorporated into a permit by a permit modification, then the public
                                 will have an opportunity to comment on the scope and schedule of the RFI
                                 during the modification process. See Chapter 3 for more information on
                                 public participation during permit modifications.

                                 If corrective action is being conducted under a 3008(h) order, the public
                                 should be given the opportunity to review and comment on the scope of the
                                 RFI and RFI conditions when the order is issued and/or when the RFI
                                 workplan is approved.

                                 RFIs can often involve numerous rounds of field investigation and can take
                                 months or even years to complete. During the RFI process, it may be
                                 necessary to change the RFI requirements or modify the RFI schedule to
                                 react to new information.  When corrective action is being conducted in the
                                 context of a RCRA permit, the public has an opportunity to comment on
                                 changes to  RFI conditions and schedules during the permit modification
                                 process. Significant changes to the scope of RFI requirements are typically
                                 Class 3 permit modifications, changes to RFI schedules or investigatory
                                 details (e.g., a change in the number of samples to be collected in a given
                                 sampling area) are typically considered either Class 1 or Class 2
                                 modifications, depending on their significance.  When corrective action is
                                 being conducted under an order, the public's opportunities to review
                                 changes to  RFI conditions and schedules should be consistent with the
                                 opportunities that are available under  a permit.  The  facility mailing list,
                                 developed during the initial stages of the permitting process, or a mailing
                                 list developed during preparation of the corrective action order, should be
                                 used and updated throughout the corrective action process in order to keep
                                 members of the community informed. (See Chapters 3 and 5 for more
                                 information on facility mailing lists.)
Chapter 4:  Corrective Action and §3008(h) Orders                                                   Page 4-9

-------
                                 In some cases (e.g., where there is a high level of public interest in
                                 corrective action activities), the overseeing agency will determine that an
                                 information repository  is needed to ensure adequate public involvement.
                                 When corrective action is being conducted under a RCRA permit the
                                 agency can require the facility to establish a repository under § 270.30(m).
                                 A repository at the RFI stage will provide access to information from  an
                                 early stage in the process, though the agency has the discretion to use this
                                 provision at any stage in the permitting process or at any stage during  the
                                 corrective action.  If the agency decides to require a repository, it will
                                 direct the facility to notify the public of the existence of the repository,
                                 including the name and phone number of a  contact person. See Chapter 5
                                 for more detail on information repositories.

                                 Additional Activities

                                 The start of the RFI usually marks the beginning of highly visible, on-going
                                 corrective action activities at a facility.  Because RFI activities are highly
                                 visible and because many of the important decisions regarding the scope of
                                 potential corrective actions may be made during the RFI, it will generally
                                 be appropriate to reevaluate community concerns and the level of public
                                 participation and to revise the public participation plan  accordingly (see
                                 Chapter 5) when RFIs  begin. Such efforts early in the process, before
                                 community concerns and issues become overwhelming, will be beneficial
                                 in the long run.

                                 Developing and distributing fact sheets throughout the RFI process is an
                                 excellent way to keep in touch with the community.   It is a good idea to
                                 issue a fact sheet before the RFI begins to explain the investigation's
                                 purpose and scope. Another fact sheet should be issued after the RFI is
                                 completed to report the investigation results.

                                 EPA encourages all facilities to make the results of the  RFI readily
                                 available to interested stakeholders. One means of providing access to the
                                 information is to send a summary of the RFI report to the facility
                                 mailing list, as proposed in the 1990 Subpart S proposal.  The facility may
                                 choose other means of distributing the information, such as through a  fact
                                 sheet or project newsletter . The full report should be made available for
                                 review in an  information repository , if one exists, or through some other
                                 method that is convenient for the interested public.

                                 The facility owner/operator should provide notice to all adjacent
                                 landowners and other persons who may have been affected by releases of
                                 contamination, via air or ground water, from the facility. EPA
                                 recommends that the owner/operator follow the provisions in the 1990
                                 proposal (proposed § 264.560(a) and (b)) for  notifications for discoveries
                                 of contamination  (see 55 FR 30882).
Chapter 4:  Corrective Action and §3008(h) Orders                                                   Page 4-10

-------
                                 Informal meetings  or workshops held by the facility, the permitting
                                 agency, or public interest groups can provide valuable forums for
                                 discussing community concerns.
                                 Interim actions are activities used to control or abate ongoing risks to
                                 human health or the environment in advance of final remedy selection.  For
                                 example, interim actions may be required in situations where contamination
                                 poses an immediate threat to human health or the environment.  They also
                                 may be required to prevent further environmental degradation or
                                 contaminant migration prior to implementing the final remedy.  Interim
                                 actions may occur at any point in the corrective action process; however,
                                 they are often implemented during the RFI or CMS.

                                 Required Activities

                                 When corrective  action is proceeding under a RCRA permit, the permit
                                 may identify specific interim measures and/or stabilization measures (if
                                 they are known at the time of permit issuance) or may have general
                                 conditions that govern when interim measures might be required during the
                                 course of the corrective action.  In either case, the public can comment on
                                 the interim measures strategy in the draft permit as  part of the permitting
                                 process.

                                 When corrective  action is proceeding under a 3008(h) order, the public
                                 should have the opportunity to comment on specific interim measures or
                                 general interim measure conditions when the order  is issued, or otherwise
                                 in a manner that is consistent with the opportunities available when
                                 corrective action takes place under a permit.

                                 Additional Activities

                                 In recent years EPA has increasingly emphasized the importance of interim
                                 measures and site stabilization in the corrective action program. In the
                                 ANPR, EPA notes that an overriding goal in our management of the
                                 corrective action program is to help reduce risks by emphasizing early use
                                 of interim actions (while staying consistent with the environmental
                                 objectives at the facility). If a facility owner/operator or the permitting
                                 agency anticipates that an early interim action will be the only cleanup step
                                 taken over a significant period of time,  then the facility or the agency
                                 should inform the public of such a plan and receive feedback, unless the
                                 immediacy of the situation will not allow for feedback.  The facility and the
                                 agency should both announce a contact person to  provide information and
                                 respond to inquiries about the action. Agencies and facilities may find
                                 Superfund guidance on removal actions useful in the RCRA context (see
                                 Community Relations in Superfund: A Handbook, Chapter 5).
Chapter 4:  Corrective Action and §3008(h) Orders                                                 Page 4-11

-------
Evaluation of
Remedial
Alternatives (CMS)
                                It is a good idea to keep the public informed of such activities by issuing
                                fact sheets or holding informal meetings .  Because interim measures can
                                be conducted at any stage in the corrective action process, you should
                                incorporate activities related to interim measures into the rest of your
                                public involvement program.
When the need for corrective measures is verified, the facility may be
required to perform a Corrective Measures Study (CMS) to identify and
evaluate potential remedial alternatives. In cases where EPA or a state is
using performance standards or a similar approach and in cases where the
preferred remedial alternative is obvious (e.g., where EPA has issued a
presumptive remedy that is appropriate to  site-specific conditions),
submission of a formal CMS may not be necessary.

Required Activities

When corrective action is proceeding under a permit, the permit schedule
of compliance may already include conditions that specify when a CMS is
warranted; the public can comment on these draft permit conditions at the
time of permit issuance. However, because the RFI  and CMS phases may
last several years, depending on the complexity of the facility, the
community may be frustrated by the length of time involved and the lack of
information on results or findings. Significant changes to the scope of
CMS requirements, as specified in the permit, may be considered Class 3
permit modifications requiring significant  public involvement.  Changes to
the CMS schedule, or CMS details are typically considered class  1 or 2
permit modifications, as appropriate.

Public participation during corrective action under a  3008(h) order should
be consistent with public participation under a permit. The public should
have the opportunity to review and comment on the scope of the CMS and
CMS conditions when the order is issued and/or when the CMS
workplan is approved.

Additional Activities

In the 1996 ANPR, EPA emphasizes that it expects  facility
owners/operators to recommend a preferred remedy  as part of the CMS.
While there is no formal requirement for public participation at this time,
EPA strongly encourages the facility to present its preferred remedy to the
community before formally submitting it to the agency.  The facility should
seek community input through an informal meeting, availability session ,
or another method that encourages dialogue.  This early input is likely to
improve many preferred remedies and make them more agreeable to
communities. Moreover, it will make the  facility and the overseeing
agency aware of community concerns and ways to address them.
Chapter 4: Corrective Action and §3008(h) Orders
                                                            Page 4-12

-------
                                 Holding workshops and informal public meetings about the CMS
                                 process, the remedies being considered, and the activities being conducted
                                 at the facility will keep the community involved and informed.   Fact sheets
                                 distributed at significant milestones during the CMS can keep the
                                 community abreast of the progress that has been made.

                                 The agency and the facility should provide the name and number of a
                                 contact person. A contact person will accept comments and answer
                                 questions from the community, disseminate information, demonstrate the
                                 agency's and facility's willingness to talk with the community, and give the
                                 facility or  the agency an opportunity to respond to public concerns.  The
                                 agency or  the facility may even consider establishing a  hotline  if a large
                                 number of people call with questions.  The mailing list and local
                                 newspapers are good ways to advertise availability of the hotline.
            Selection        Following receipt of a recommendation of a preferred remedy from the
                                 facility owner/operator, the overseeing agency will review the preferred
                                 remedy and other remedial alternatives and decide to tentatively approve
                                 the preferred remedy, tentatively select a different remedy or require
                                 additional analysis of remedial alternatives. The tentatively selected
                                 remedy will then undergo public review and comment, usually in the form
                                 of a proposed modification to the facility's permit or corrective action
                                 order.  Following public review, the agency will respond to public
                                 comments and then modify the facility permit or corrective action order to
                                 incorporate the remedy.

                                 Required Activities

                                 When corrective action is proceeding under a permit, public review and
                                 comment on the tentatively selected remedy is generally conducted using
                                 the procedures of 40 CFR 270.41 for agency-initiated permit modifications.
                                 For such a modification, 40 CFR 270.41 requires the same level of public
                                 participation as is required for a draft permit.  The agency must release the
                                 proposed modification for public review and issue a public notice
                                 announcing that the proposed modification is available for review.  The
                                 agency must publish this notice in a major local newspaper, broadcast it
                                 over local radio stations, and send it to all persons on the mailing list.

                                 In addition, agency staff must prepare a fact sheet or statement of basis  to
                                 explain the proposed modification and the significant factual and legal
                                 reasons for proposing the remedy.  The statement of basis describes the
                                 proposed remedy, but does not select the final remedy for a facility. This
                                 approach allows for consideration of additional information during the
                                 public comment period . Following the comment period, public comment
                                 and/or additional data may result in changes to the remedy or in another
                                 choice of remedy. After the agency has considered all comments from the
                                 public, the final decision ~ selecting the remedy or determining the need to
Chapter 4:  Corrective Action and §3008(h) Orders                                                 Page 4-13

-------
                                 develop another option - is documented in the response to comments.  (For
                                 more information on statements of basis, refer to OSWER Directive
                                 9902.6, RCRA Corrective Action Decision Documents: The Statement of
                                 Basis and Response to Comments (April 29, 1991)).

                                 A 45-day public comment period on the draft permit modification follows
                                 publication of the public notice. The comment period provides the public
                                 with an opportunity to comment, in writing, on conditions contained in the
                                 draft permit modification. If information  submitted during the initial
                                 comment period appears to raise substantial new questions concerning the
                                 draft permit modification, the agency must re-open or extend the comment
                                 period.

                                 The members of the public may request a public hearing on the draft
                                 permit modification.  If a hearing is requested, the agency must give a  30-
                                 day advance notice  to the community that states the time and place of the
                                 hearing. The  agency Director has the discretion to schedule a public
                                 meeting or hearing even if the community does not request one. In some
                                 cases, scheduling a public hearing before the public  requests one may save
                                 valuable time in the modification process  and demonstrate a willingness to
                                 meet with the community to hear its questions and concerns.

                                 After the  public comment period closes, the agency  must review and
                                 evaluate all written and oral  comments and issue a final decision on the
                                 permit modification.  Then the agency must send a  notice of decision to the
                                 facility owner or operator and any persons who submitted public comments
                                 or requested notice of the final decision and prepare a written   response to
                                 comments. This document  must include  a summary of all significant
                                 comments received during the public comment period and an explanation
                                 of how they were addressed  in the final permit modification or why they
                                 were rejected. The response to comments must be made available through
                                 the Administrative Record and the  information repository , if one was
                                 established, and must be sent to the facility and all persons who submitted
                                 comments or requested a copy of your response.

                                 When corrective action is proceeding under a 3008(h) order, the Agency's
                                 longstanding policy is that the public's opportunity to review and comment
                                 on tentatively-selected remedies should be commensurate with the
                                 opportunity that would be available if the  corrective action were conducted
                                 under a permit.  At a minimum, this opportunity should include: publishing
                                 a notice and a brief analysis  of the tentatively-selected remedy (this is
                                 typically referred to as a statement of basis) and making supporting
                                 information available; providing a reasonable opportunity for submission of
                                 written comments; holding a public hearing or public meeting, if requested
                                 by the public or determined necessary by the overseeing agency; preparing
                                 and publishing responses to comments; and, publishing the final remedy
                                 decision and making supporting information available.  Additional guidance
                                 is available in OSWER Directives 9901.3, Guidance for Public
Chapter 4:  Corrective Action and §3008(h) Orders                                                 Page 4-14

-------
Remedy
Implementation
(CMI)
                                Involvement in RCRA Section 3008(h) Actions (May 5, 1987) and 9902.6
                                RCRA Corrective Action Decision Documents: The Statement of Basis and
                                response to Comments (April 29, 1991).

                                Additional Activities

                                The agency, public interest groups, or the facility should consider holding
                                workshops or informal meetings  during the public comment period to
                                inform the public about the proposed remedy. These discussion sessions
                                can be especially useful when information about corrective measures in a
                                draft permit modification is quite technical or the level of community
                                concern is high.
Once the overseeing agency modifies the permit or corrective action order
to include the selected remedy, the facility must begin to implement the
remedy. Remedy implementation typically involves detailed remedy
design, remedy construction, and remedy operation and maintenance; it is
called Corrective Measures Implementation or CMI.  Corrective measures
implementation is generally conducted in accordance with a CMI plan,
approved by the overseeing agency.

Required Activities

When corrective action is proceeding under a permit, the public will have
an opportunity to comment on CMI conditions and schedules during the
permit modification for remedy selection or when the permit is modified to
incorporate the CMI plan.  Significant changes to the scope of CMI may be
considered Class 3 permit modifications. Changes to the CMI schedule are
typically considered either Class  1 or Class 2 permit modifications, as
appropriate.

When corrective action is proceeding under a 3008(h) order, the public's
opportunity to comment on CMI conditions and schedules  should be
consistent with the opportunities that would be available if corrective  action
were taking place under a permit.

Additional Activities

Remedy implementation will often involve highly visible activities, such as
construction of new on-site treatment and containment systems, and staging
and transportation of large volumes of materials. These activities may
result in increased levels of public interest, which may already be high due
to the public's participation in remedy selection.

EPA recommends that the facility notify all individuals on the facility
mailing list when the construction plans and specifications are available for
public review.  If the facility has established an information repository ,
Chapter 4: Corrective Action and §3008(h) Orders
                                                            Page 4-15

-------
Completion of
Remedy
                                 then the plans should go in the repository; otherwise, the facility should
                                 place the plans in a convenient location with public access.

                                 As mentioned earlier, the corrective action process can take years to
                                 complete. Additional public participation activities may be appropriate
                                 during corrective measures implementation to inform the community of the
                                 progress of the remedial action, especially if the public shows concern over
                                 the pace and scope of the cleanup operations. In particular, it may be
                                 useful to release periodic fact sheets to the community that report on
                                 progress of the cleanup operations. It may also be helpful to hold an
                                 availability session/open house near or on the  site of the facility to
                                 demonstrate or explain the  activities involved in the remedy.
Once corrective measures are complete the overseeing agency will either
terminate the corrective action order or modify the permit to remove the
corrective action schedule of compliance.  Decisions regarding completion
of corrective measures can be made for an entire facility, for a portion of a
facility, or for a specified unit or release.  EPA policy is for the public to be
given an opportunity to review and comment on all proposals to complete
corrective action.

Required Activities

When corrective action is proceeding under a permit, proposals to complete
corrective measures should follow the procedures for Class 3  permit
modifications.  See the section on Class 3 modifications in Chapter 3 for
details.

When corrective action is proceeding under a 3008(h) order and a proposal
to complete corrective measures is issued, the public should have notice
and comment opportunities that are consistent with the opportunities
available under the Class 3 permit modification procedures.

Additional Activities

In some cases, hazardous wastes or hazardous constituents will remain in or
on the land after completion of corrective measures.  When this occurs, the
overseeing agency may require the facility to record a notation in the deed
to the facility property regarding the types, concentrations, and locations of
such waste or constituents.
Chapter 4:  Corrective Action and §3008(h) Orders
                                                             Page 4-16

-------
Chapter Summary
      At the federal level, corrective actions may take place under a RCRA permit or as an enforcement order under §3008 of RCRA.

      In authorized states, corrective action may take place under a state-issued RCRA permit, a state cleanup order, a state voluntary
      cleanup program, or another state cleanup authority. Authorized states may use a variety or combination of state authorities to
      compel or oversee corrective actions.

       EPA's recent Advance Notice of Proposed Rulemaking (ANPR) (61 FR 19432,May 1, 1996) for the corrective action program
      does three things: (1) it presents EPA's strategy for writing final corrective action regulations; (2) it includes a description of the
      current corrective action program and  requests information to help EPA identify and implement improvements to the program;
      and (3) it emphasizes areas of flexibility in the current program and describes program improvements already underway.

      The ANPR also affirmed EPA's use of the 1990 proposal as guidance and emphasized the Agency's commitment to enhanced
      public participation.

      As a matter of EPA policy, the type and timing of public participation activities for §3008(h) orders are generally the same as
      those for corrective action in permitting.

      There are three important distinctions  between conducting public participation in corrective action under a §3008(h) order and
      through permitting:

      1.    Under a §3008(h) order, there may be limitations on the release  or discussion of certain information;

      2.    No public participation activities are  required under §3008(h) but they are strongly encouraged in guidance. In  addition,
            the agency may require the facility to conduct additional activities as a term in the order; and

      3.    Facilities may agree to conduct public participation activities under a consent order, however, under a unilateral order, the
            responsibility will likely fall to the agency.

      While being flexible, the corrective actions  should provide for early public participation, seek consistency with Superfund
      community involvement standards, and allow facility owner/operators  to perform public participation activities where  appropriate.

      The corrective action process is composed of seven basic elements which are not prescribed steps, but evaluations that are
      necessary to make good cleanup decisions.  Because these elements may not occur in the same order (or at all) in every situation,
      we encourage planners to use them as  general guidelines, while leaving flexibility for changes. A successful corrective action
      program must be procedurally flexible

      The basic elements (with corresponding public participation activities that are currently required or suggested):

      1.    Initial Site Assessment (RCRA Facility Assessment)

                   Schedule of compliance  will go into permit, where public can comment
                   For enforcement orders, the agency will release administrative record and make it available for public review.  The
                   agency may provide a fact sheet and hold an open house or workshop.

      2.    Site Characterization (RCRA Facility Investigation)

                   Update mailing list, if necessary
                   Establish information repository, if required
                   Revise public participation plan
                   Modify permit, if necessary, to reflect changes to schedule of compliance
                   Under an order, provide  notice and comment on the planned RFI
                   Develop fact  sheets on the investigations
                   Mail summary of RFI Report to facility mailing list and make available to the public
                   Hold informal meetings  or workshops
                   Issue notifications for discovery of contamination


Chapter 4: Corrective Action and §3008(h) Orders                                                           Page 4-17

-------
      3.     Interim Actions — May occur at any time during the process

                  Provide for public input and feedback , as appropriate given time constraints, and announce a contact person
                  Use fact sheets and informal meetings, if appropriate

      4.     Evaluation of Remedial Alternatives (Corrective Measures Study)

                  Hold informal meetings or workshops when facility presents preferred remedy
                  Identify a contact person
                  Develop fact sheets on the study
                  Establish a hotline

      5.     Remedy Selection

                  Agency-initiated permit modifications follow 40 CFR 124 procedures, including public notice, public comment
                  period, and a hearing (if requested)
                  For corrective action under an order, the agency should:  publish a notice and a statement of basis; take public
                  comment; holding a public hearing or public meeting, if requested by the public or determined necessary by the
                  overseeing agency; prepare and publish responses to comments; and, publish the final remedy decision while making
                  supporting information available.
                  Hold workshop on proposed remedy
                  Once final remedy is selected, send out notice of decision
                  Issue response to comments
                  Hold informal meetings or workshops on the final remedy

      6.     Corrective Measures Implementation

                  Notify public when plans and specifications are available for review
                  Develop fact sheets on remedy implementation
                  Coordinate availability session/open house

      7.     Completion of Remedy

                  Agency may remove schedule of compliance from the permit or terminate the order by following the Class 3
                  modifications procedures for a permit or a similar process for an order.
Chapter 4:  Corrective Action and §3008(h) Orders                                                          Page 4-18

-------
Chapter 5
Public Participation  Activities:
How to  Do  Them
Introduction             ^^s criaPter presents a "how-to" for a broad range of activities that
                             permititng agencies, public interest groups, and facility owners/operators
                             can use to promote public participation. The variety of activities in this
                             chapter should fit any situation: from the formal regulatory process that
                             EPA follows, to community-based discussions of RCRA issues, to events
                             held by the facility owner or operator.

                             Some of the activities in this chapter (for instance, public hearings) will be
                             more appropriately led by a permitting agency; however,  all stakeholders
                             can learn more about the different kinds of activities by reviewing this
                             chapter. Moreover, EPA would like to emphasize that this list is not
                             exhaustive. You should consult with other stakeholders to determine if
                             these or any other public participation activities will best suit your
                             particular situation.  Several  of the appendices provide contact lists for
                             various stakeholder groups.

                             As we emphasized in the preceding chapters, public participation is a
                             dialogue.  It involves both getting information out to other stakeholders and
                             getting feedback in the form of ideas, issues, and concerns. We have
                             divided this chapter's activities to reflect the dual role of public
                             participation. The first group of activities  involves techniques that
                             disseminate information. The second group involves techniques that are
                             useful for gathering and exchanging information.  Note that some of these
                             activities, such as informal meetings, are useful both for disseminating and
                             collecting information.  On the other hand, some activities, such as public
                             notices, provide one-way communication.   EPA encourages stakeholders to
                             combine public participation techniques so that they provide two-way
                             communication. For instance, if an agency issues a public notice, it should
                             create a feedback loop by including the name and number of a contact
                             person in the notice.  Similarly, a facility or a public interest group could
                             provide for feedback in an information repository by asking users to
                             complete surveys or by assigning a staff person to answer questions at the
                             repository.
Chapter 5: Public Involvement Activities                                                     Page 5-1

-------
                                  The following pages contain summaries of numerous public participation
                                  activities, information on how and when to conduct them, an estimate of
                                  how much effort they require, and their advantages and limitations.  Each
                                  summary includes a checklist to help in conducting the activity. Examples
                                  of public notices and fact sheets are also included.

                                  Use this directory to locate specific  activities:

                                  Public Participation Plans 	 5-4


                                   l_ Disseminating Information

                                  Public Notices	 5-8
                                        Newspaper Advertisements  	5-9
                                        Newspaper Inserts	 5-9
                                        Free Publications and Existing Newsletters 	5-9
                                        Public Service Announcements  	 5-10
                                        Broadcast Announcements and Advertisements	5-10
                                        Signs and Bulletin Boards  	 5-10
                                        Telephone Networks or Phone Trees  	5-11
                                  Translations  	 5-16
                                  Mailing Lists	 5-19
                                  Notices of Decision	 5-24
                                  Introductory Notices  	 5-26
                                  Fact Sheets/Statements of Basis  	 5-29
                                  Project Newsletters and Reports  	 5-34
                                  Response to Comments	 5-37
                                  Information Repositories	 5-40
                                  Exhibits	 5-47
                                  Briefings	 5-50
                                  Presentations	 5-53
                                  Facility Tours 	 5-56
                                  Observation Decks  	 5-59
                                  News Releases and Press Kits	 5-62
                                  News Conferences  	 5-67


                                   l_ Gathering and Exchanging Information

                                  Community Interviews  	 5-70
                                  Focus Groups 	 5-77
                                  Door-to-Door Canvassing 	 5-80
                                  Public Comment Periods	 5-84
                                  Unsolicited Information and Office Visits	5-87
                                  Surveys and Telephone Polls  	 5-90
                                  Contact Persons  	 5-94
                                  Telephone Contacts	 5-97
                                  Telephone Hotlines	  5-100
                                  On-Scene Information Offices   	  5-103
                                  Question and Answer Sessions  	  5-106
                                  Information Tables  	  5-109
                                  Informal Meetings with Other Stakeholders  	5-112
                                  Public Meetings  	  5-117
                                  Public Hearings	  5-123
                                  Availability  Sessions/Open Houses	  5-130


Chapter 5: Public Involvement Activities                                                              Page 5-2

-------
                                   Workshops 	  5-134
                                   Attending Other Stakeholder Meetings and Functions	5-139
                                   Citizen Advisory Groups	  5-141
Chapter 5: Public Involvement Activities                                                               Page 5-3

-------
Public Participation
Plans

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
None.
A public participation plan provides a community-specific plan for
interacting with a community regarding the permitting or corrective action
activities taking place at a RCRA facility.  The plan, typically prepared by
the permitting agency, assesses the level of community interest as well as
the types of concerns identified through a variety of sources (e.g.,
community interviews ) and, based on this information, recommends
specific activities for involving the community in the RCRA process.  See
the section on "Planning for Participation" in Chapter 2 and the detailed
sample plan in Appendix I for more information. Chapter 3 of Community
Relations in Superfund also provides useful guidance.

The level of detail in the plan will vary according to the probable level of
public interest, the type of permitting activity, the location of the facility,
and other applicable factors. The steps described in this section are not all
necessary in every plan.  Depending on the situation, the public
participation plan may vary from a two-page schedule of activities to a
comprehensive study of the population, an itinerary of permitting activities,
and an analysis of community concerns.
A Public Participation Plan may take several days to two weeks to
complete. Revision of a plan could take a few days to a week. The range
of effort depends on the priority of the site and the complexity of the
activities performed at that site.


A Public Participation Plan should be based on information collected during
community interviews (if conducted) and information obtained from other
sources, such file searches, reviews of past media coverage, and
community assessments done by third parties (see the section entitled
"Planning for Participation" in Chapter 2). This information is analyzed
and organized into a community-specific plan. Typical sections of a public
participation plan are:

•    Introduction ~ several paragraphs clearly explaining the purpose of
     the document.

•    Facility History ~ several paragraphs to several pages providing  an
     overview of the facility, its technical and regulatory history, and  a
     history of past community concerns and involvement in activities at
Chapter 5:  Public Involvement Activities
                                                              Page 5-4

-------
                                       the facility.  Shortcut:  attach the facility fact sheet if one already
                                       exists.

                                       Community Concerns ~ several paragraphs to several pages
                                       summarizing the concerns identified during the community
                                       interviews.

                                       Objectives of the Plan ~ several paragraphs to several pages,
                                       depending on the objectives, providing a narrative of the major
                                       objectives of the plan.  Objectives typically relate to the specifi
                                       concerns outlined in the previous section.
tic
                                  •    Public Participation Activities ~ several paragraphs to several pages,
                                       depending on the plan, describing the specific activities that will be
                                       conducted to meet the objectives outlined in the previous section (e.g.,
                                       meetings, fact sheets, briefings for local officials, etc.) and a schedule
                                       for conducting these activities.

                                  •    Appendices - Appendices can be included to provide the mailing list,
                                       media contacts, and public meeting and information repository
                                       locations.

                                  The activities in a public participation plan should be tailored to address
                                  community concerns and needs. The plan  should include the kinds of
                                  activities that are discussed in this manual.

                                  The plan should be presented in a public document that serves to
                                  demonstrate to the community that the agency (and public interest groups
                                  and the facility owner, if involved) listened to specific community concerns
                                  and developed a specific program around those concerns. EPA encourages
                                  permitting agencies to seek input from other stakeholders during
                                  development of the plan. The facility owner and public interest groups can
                                  provide information about their planned activities and the community
                                  representatives can suggest the types of activities, information channels,
                                  and logistics that will work best in the area.

                                  Revisions of all or parts of the public participation plan for a facility may
                                  be done in order to incorporate new information, reflect changes in
                                  community concern, and adjust public participation activities to meet these
                                  changes.  A revision ensures that the plan remains sensitive to citizens'
                                  concerns through the final phases of a permit determination or a corrective
                                  action. It can  also evaluate which public participation activities were
                                  effective and which were not.
When to Use                   Public participation plans may be prepared:
                                       At the beginning of the RCRA process (e.g., for facilities seeking a
                                       permit or facilities beginning corrective action) to schedule activities
Chapter 5: Public Involvement Activities                                                             Page 5-5

-------
Accompanying
Activities
Advantages and
Limitations
     and assign responsibilities;

•    After community interviews (if conducted).

Public participation plans should be revised:

•    When a significant change in community concerns or activities at the
     facility occurs (e.g., after a remedy is selected or the facility proposes
     a significant permit modification); and

•    At least every two years for longer-term projects.


Although they are not necessary in every case,  community interviews can
be very helpful when writing a plan. The plan typically includes the
mailing list and provides the locations of the information repositories  and
public hearings.


Public participation plans establish a record of community concerns and
needs and a set of activities to meet those needs. Because the plans are
community-specific, they ensure that the community gets the information
they need in a fashion that is most useful and they assist the project staff in
making the most efficient use  of their time when interacting with the
public.

The plan represents the agency's commitment to dedicate significant
resources to the activities specified; thus, agency staff should make certain
that resources are available to implement all activities identified in the plan.
The plan should not schedule activities that the agency will not be able to
conduct.

Community concerns can change significantly and may require that the
public participation plan be revised periodically.  The plans should be seen
as "evolving" documents.  The agency may need to revise the plan often,
conducting new community interviews each time. At the least, the agency
should be prepared to revise activities or expand activities as the project
proceeds.

Revising the plan will help to ensure that the agency continues to respond to
citizens' concerns during long-term projects.  Minor changes also can help a
public participation planner; for example, the contacts list can incorporate
changes in addresses, new telephone numbers, and the names of new
officials.
Chapter 5:  Public Involvement Activities
                                                               Page 5-6

-------
                          Checklist for Public Participation Plans

  As applicable:

       _   Review facility background file and other information sources

       	   Review comments gathered during the community interviews

       _   Coordinate with other key stakeholders to discuss the plan

       	   Write draft plan

            _   Introduction - explains the purpose of the document

            	   Project History — provides an overview of the project, its technical and regulatory history,
                 and a history of past community concerns and involvement in the project (if available)

            	   Community Concerns — summary of the concerns identified during the community
                 interviews

            _   Objectives of the Plan - explains the major objectives relating to specific concerns
                 outlined in the previous section of the document

            	   Public Participation Activities — describes the specific activities to be conducted to meet
                 the objectives of the plan and schedule

            _   Appendices - provide information on key contacts, media, public meeting and information
                 repository locations.

       	   Coordinate internal review of plan

       _   Solicit community input on the plan

       	   Prepare final plan based on comments

       _   Distribute plan to information repositories if they exist, or make the plan available to the public
            in a convenient place
Chapter 5: Public Involvement Activities                                                           Page 5-7

-------
Public Notices

Regulatory
Requirements
The permitting agency must give official public notice when issuing the
draft permit (§ 124.10(c)), holding a public hearing under § 124.12, or
when an appeal is granted under § 124.19.  This notice must be sent by the
agency to all relevant units of federal and local government, the applicant,
and all parties on the facility mailing list. In addition, the notice must be
broadcast over local radio stations and published in a daily or weekly major
local newspaper of general circulation.

A prospective permit applicant must issue a similar, but broader, public
notice to announce the pre-application meeting (§ 124.31).  This notice
must be published as a display advertisement in a paper of general
circulation and must be sent to the permitting agency and appropriate units
of local government. The applicant must also post the notice as a sign at or
near the facility, and as a broadcast media announcement.  The notice must
include the name, address, and telephone number of a contact person for
the applicant.

The facility owner/operator must provide public notice for permit
modfications  (including modifications to incorporate corrective action
provisions) under § 270.42. For a class 1 modification, the facility must
notify the facility mailing list. For a class 2 modification, the facility must
notify the mailing list and publish a newspaper notice when requesting the
modification. The permitting agency must notify the mailing list within 10
days of granting or denying a modification request.  For a class 3
modification, the facility must publish a newspaper notice  and notify the
mailing list when requesting a modfication. The permitting agency must
follow the procedures for modifications in  part 124 when granting or
denying the class 3 permit modification.  The permitting agency will also
notify people on the mailing list and State and local government within 10
days of any decision to grant or deny a Class 2 or 3 modification request.
The Director also must notify such people within  10 days of an automatic
Class 2 modification goes into effect under § 270.42(b)(6)(iii) or (v).

If the permitting agency initiates the permit modification, under § 270.41,
then the agency must follow the notice requirements for a draft permit in §
124.10(c) (see above in this section). Agency-initiated modifications may
include modifications during the corrective action process.

If the permitting agency requires a facility to establish an information
repository under §  124.33 or § 270.30(m), the agency Director will specify
notice requirements.  At the least, the facility will provide written notice to
the people on the mailing list.

Permitting agencies must also provide provide public notice during the trial
burn stage at permitted and interim status combustion facilities (§ 270.62(b)
Chapter 5:  Public Involvement Activities
                                                               Page 5-8

-------
                                 and (d); 270.66(d)(3) and (g)) and when an interim status facility undergoes
                                 closure or post-closure (see §§ 265.112(d)(4) and265.118(f)).
Description of Activity      Public notices provide an official announcement of proposed agency
                                 decisions or facility activities. Notices often provide the public with the
                                 opportunity to comment on a proposed action.

                                 Most RCRA notices contain essentially the same types of information.
                                 Where they differ is in how they are distributed by the agency or the
                                 facility.  Some go to members of the mailing list, some as legal
                                 advertisements in the newspaper, and some others as signs or radio
                                 advertisements.  In all cases, EPA encourages facilities and permitting
                                 agencies to make a good faith effort to reach all  segments of the affected
                                 community with these notices.  As we mention earlier in this manual, any
                                 organization that wants to provide public notice has a number of
                                 inexpensive and simple options  available to it, including:  free circulars;
                                 existing newsletters or organzation bulletins; flyers; bulletin boards; or
                                 storefront signs.

                                 There are many effective ways to  spread information. However, the job of
                                 anyone giving notice is to find out what information pathways will be most
                                 effective in a particular community.  Public interest groups, the facility, and
                                 the permitting agency should seek community input on this topic.  The
                                 citizens of that community are the most qualified people to explain what
                                 methods will work best in their community.  Community interviews are
                                 one way to learn more about how  the citizens communicate.

                                 The following are the most common ways to give public notice:

                                 •     Newspaper Advertisements . Traditionally, public notices have often
                                       appeared as legal advertisements in the classified section of a
                                       newspaper. While this method provides a standard location for the
                                       ads, display advertisements (located along with other commercial
                                       advertisements) are more likely to reach a larger audience. Display
                                       advertisements offer an advantage over legal classified ads since they
                                       are larger, easier to read, and are more likely to be seen by the casual
                                       reader.  A sample is available in Appendix H of this manual.
                                 •     Newspaper Inserts. Inserts stand out from other newspaper
                                       advertisements since they  come as a "loose" section of the newspaper
                                       (a format often used for glossy advertisements or other solicitations).
                                       They provide a way to reach beyond the most-involved citizens to
                                       inform a broader segment  of the community.
                                 •     Free Publications and Existing Newsletters . Placing a notice in a
                                       newsletter distributed by a local government, a civic  or community
                                       organization, or in a free publication (e.g.,  a paper that highlights
                                       local or community activities) is a generally inexpensive way to target
                                       a specific audience or segment of the community.  Some publications
                                       may not be appropriate for communicating information from your


Chapter 5:  Public Involvement Activities                                                           Page 5-9

-------
                                       organization.  By publishing information through a group that has a
                                       specific political interest or bias, your organization may be perceived
                                       as endorsing these views.  Permitting agencies may want to avoid
                                       associations with groups that appear to represent the agency's
                                       interests.  In any case, the relationship between your organization and
                                       the newsletter or publication should be clear to the public.
                                            You may want to consider some of the following options. Local
                                       governments sometimes send newsletters or bulletins to their entire
                                       population; such newsletters can reach an entire affected community.
                                       Planning commissions, zoning boards, or utilities often distribute
                                       regular newsletters; they may be willing to include information about
                                       permitting activities.  Newsletters distributed by civic, trade,
                                       agricultural, religious, or community organizations can also
                                       disseminate information to interested readers at low cost.  Some
                                       segments of the affected community may rely on a free local flyer,
                                       magazine, independent or commercial newspaper to share
                                       information.
                                       Public Service Announcements . Radio and television stations often
                                       broadcast, without charge, a certain number of announcements on
                                       behalf of charities, government agencies, and community groups. In
                                       particular, they are likely to run announcements of public meetings,
                                       events, or other opportunities for the public to participate. One
                                       drawback with a public  service announcement is that you have no
                                       guarantee that it will go on the air.  If it does go on the air, it may
                                       come at odd hours when relatively few people are listening.
                                       Broadcast Announcements and Advertisements  . A number of RCRA
                                       notices must be broadcast over radio or another medium. Beyond
                                       these requirements (which are further explained below and in the
                                       section on "Notice of the Pre-Application Meeting" in Chapter 3), you
                                       may consider providing notice via a paid TV advertisement or over a
                                       local cable TV station.  Paid advertisements can be expensive and
                                       may be seen by the public as taking a side.  You can avoid this
                                       drawback by limiting information to the facts  (e.g., time, date,
                                       location of the meeting). Some local access cable TV stations run a
                                       text-based community bulletin board, which may provide a useful
                                       way to distribute information.
                                       Signs and Bulletin Boards . The notice requirements for the pre-
                                       application meeting (§ 124.31) require posting of a visible and
                                       accessible sign. Signs can be a useful means of public notice,
                                       especially for residents and neighbors of the facility or planned
                                       facility. A sign on the site should be large enough so that passers-by,
                                       whether by foot or by vehicle, can read it.  If few people are likely to
                                       pass by the site, consider posting the sign at the nearest major
                                       intersection.  Another option is to place posters or bulletins on
                                       community bulletin boards (in community centers, town halls,
                                       grocery stores, on heavily-travelled streets) where people are likely to
                                       see them. The signs should contain the same information as a written
                                       or broadcast notice.
Chapter 5:  Public Involvement Activities                                                          Page 5-10

-------
                                      Telephone Networks or Phone Trees .  This method provides an
                                      inexpensive, yet personal, manner of spreading information.  The lead
                                      agency, facility, or organization calls the first list of people, who, in
                                      turn, are responsible for calling an additional number of interested
                                      people. Phone trees are a good way to provide back up plans or
                                      reminders while reducing the number of calls made by individual staff
                                      members. As an alternative to calling the first tier, the lead agency,
                                      facility, or organization may want to distribute a short written notice.
Level of Effort
How to Conduct the
Activity
Preparing a public notice and arranging for its publication takes a day or
two, depending on the need for review. Producing a television or radio ad,
or building a sign will take longer, depending on the situation.


To prepare a public notice:

1.   Identify the major media contacts.  While there may be many daily
     newspapers serving a particular area, use only one or two for the
     public notice.  In general, use the newspaper with the widest
     circulation  and greatest visibility in order to reach the most people
     and elicit the greatest response. In some cases, you may want to
     choose specific newspapers to reach target audiences; find out what
     papers the affected community reads and place your notices there.
     Use a similar strategy for notices in the broadcast media.  If you are
     giving notice via more than one media, you have more flexibility for
     reaching specific audiences. See the section on "Notice of the Pre-
     Application Meeting" in Chapter 3 for more information.

2.   Take into account publication schedules.  Many local or
     community newspapers are published on a weekly or bi-weekly basis.
     This may make it difficult to coordinate the publication of the notice
     with the event.  In such a case, consider using a city-wide newspaper
     that is published more frequently. If the city-wide paper is not likely
     to reach all segments of the affected community, you should make
     efforts to supplement the newspaper notice with other means of notice
     (e.g., signs  or broadcast media).

3.   Include the following information in the public notice:

     •    Name and address of the facility owner/operator;
     •    A brief description of the business conducted at the facility and
          the activity that is the subject of the notice;
     •    Name, address and telephone number of an individual who can
          be contacted for further information on the activity;
     •    A brief description of the comment procedures  and the date,
          time,  and place of any hearing;
Chapter 5:  Public Involvement Activities
                                                             Page 5-11

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
                                      •    If the permit is issued by EPA, the location of the administrative
                                           record and the times when it is open for public inspection; and
                                      •    Any additional information considered appropriate.

                                      Also, try to format the notice so that it is eye-catching.  A logo can
                                      help.

                                 4.   Announce dates, times, and locations clearly in the public notice.
                                      When announcing an event such as  a hearing, make sure that the date
                                      and time do not conflict with other public meetings, religious or non-
                                      religious holidays, or other important community events.

                                 5.   Provide  ample notice.  For RCRA permits, the public notice must
                                      allow at least 45 days for public comment.  Public notice of a public
                                      hearing must be given at least 30 days prior to the hearing. Be sure to
                                      state the  opening and closing dates for comment periods.

                                 6.   If possible, review a typeset version of the notice before it is
                                      published to ensure accuracy.

                                 7.   Keep proof of the notice for your  files.   Newspapers often can
                                      provide "tear sheets" as a record of the notice. Similar proofs are
                                      available from radio or television stations.  You should consider
                                      keeping photgraphs of posted signs.
The "Regulatory Requirements" section above reviews the mandatory
public notices. In addition, agency personnel can use informal public
notices to announce other major milestones or events in the permit review
or corrective action process.  Permitting agencies may also want to use
public notices when they are establishing mailing lists.  The facility must
issue notices when it requests a permit modification, holds a pre-application
meeting, or establishes an information repository.

Public notices can be useful for any organization involved in the RCRA
permitting process. Whenever a public interest organization is planning  an
activity, or would like to supplement notices given by the facility or the
agency, you may want to consider using one of the public notice methods in
this manual. Notices can also help build your mailing lists.


Public notices are used to announce  public comment periods  and public
hearings. They can also be used to announce other meetings and
milestones, opportunities to join the  mailing list, as well as the availability
of an information  repository , fact sheets, or other permitting information.
Public notices are an efficient, simple means of alerting the public to
important events.  However, public notices should never substitute for other
activities that involve direct communication with the public.
Chapter 5:  Public Involvement Activities
                                                             Page 5-12

-------
                                 Public notices can be more effective, and provide more of a feedback loop,
                                 when they are combined with a means of gathering information from the
                                 public.  Every notice should contain a contact person so that the public can
                                 direct comments or questions to the agency, the facility, or other
                                 stakeholder groups.

                                 See "Description of Activity" above in this section for advantages and
                                 limitations of specific notice methods.
Chapter 5:  Public Involvement Activities                                                          Page 5-13

-------
                                  Checklist for Public Notices

      _    Compile information to be included in the public notice:

            	    Name of agency overseeing the permit or corrective action

            _    Name, address, and phone number of contact person

            	    Facility owner/operator and description of facility activities

            _    Purpose of public notice

            	    If applicable provide the date, time, and location of public hearing (or meeting)

            _    Description of the procedures governing the public's participation in the process

      	    Draft the public notice, announcement, or advertisement

      _    Coordinate review of the draft public notice

      	    Prepare final public notice

      _    Receive final approval of public notice

      	    Coordinate placement of the public notice in the local newspaper(s), coordinate distribution of the
            public notice to  the facility mailing list, submission to radio/television stations or other
            publications (as applicable)

      For publication in local newspaper(s):

                 Name of Newspaper    Publication Days       Advertising Deadline



      _    Prepare procurement request or advertising voucher for public notice publication

      	    Obtain price quotes (i.e., cost per column inch)

      	    Determine size of public notice   	

      	    Determine deadlines for publication of the public notice

      _    Submit for publication

      	    Request proof of publication; file proof in facility file
Chapter 5:  Public Involvement Activities                                                           Page 5-14

-------
                          Checklist for Public Notices (continued)





      For distribution to the mailing list:




      	   Verify that facility mailing list is up-to-date





      _   Produce mailing labels




      	   Distribute to the mailing list




      For broadcast on local radio/television stations:




      	 Verify media list




      	 Prepare procurement request or advertising voucher for public notice spots




      	 Obtain price quotes




      	 Distribute to stations




      	 Request proof of airing and file in facility file
Chapter 5: Public Involvement Activities                                                          Page 5-15

-------
Translations
Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
None.  EPA strongly recommends using multilingual fact sheets, notices,
and other information (as appropriate) to provide equal access to
information in the permitting process.


Translations provide written or oral information in a foreign language to a
community with a significant number of residents who do not speak
English as a first language. There are two types of translations:

     •    A  written translation of materials originally written in English;

     •    A  simultaneous verbal translation (i.e., word by word) of a
          public meeting or news conference, usually with small headsets
          and a radio transmitter.

Translations ensure that  all community  members are informed about
activities at a  facility and have the opportunity to participate in the
decision-making process.


The amount of time  needed to translate a document depends on the length
of the document and the  complexity of the information in the document.
You should allow  at least several  days for translation.
To develop a successful translation:

1.    Evaluate the need for a translation. Evaluate the demographic
     characteristics of the community as well as the type of public
     participation activities being planned.  Consider whether citizens'
     ability to take part in an activity is limited by their inability to speak
     or understand English.

2.    Identify and evaluate translation services .  A successful translation
     depends on the skill of the translator. More problems may be created
     than solved if inaccurate or imprecise information is given. Many
     translators will not be familiar with the technical terms associated
     with hazardous materials and few, if any, will be familiar with the
     RCRA permitting and corrective action processes. This problem may
     be further compounded in the case of oral translations (especially
     simultaneous translations) as there is no time for review or quality
     control. Thus, it is necessary to contract someone with experience in
     translating technical information and check the translator's work to
     ensure that the content and tone are in keeping with the intent.  You
     also need to ensure that the translator uses the same dialect as those in
     your intended audience.
Chapter 5:  Public Involvement Activities
                                                             Page 5-16

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
3.    Avoid the use of jargon or highly technical terms  .  As a matter of
     standard practice, a staff member should go over in advance all
     technical and RCRA terms that may cause problems with the
     translator.

4.    For verbal presentations, public meetings, and news conferences,
     plan what to say  ahead of time . If the translator has a prepared
     written speech to work with in advance, there is more time to work
     out any vocabulary "bugs" and thereby reduce the chances of faltering
     over unfamiliar material or making inaccurate word  choices.  If
     possible, practice  with the translator before the actual meeting or
     presentation date.

5.    Anticipate questions from  the audience and reporters , and have at
     least the technical aspects (e.g., chemical names, statistics) of the
     answers translated in advance.


A translation can be used:
     •    When a signficant portion of the community does not speak
          English as a first language.  A written translation should be
          provided for fact sheets or letters, unless a presentation or public
          meeting would be more appropriate (e.g., the literacy rate
          among the foreign-speaking community is low).
     •    Verbal translations are recommended where there is
          considerable concern over the facility, extreme hostility, or
          suspicion of the agency's efforts to communicate with
          community members.


The need for translations is often determined during the community
assessment and community interviews .  Translations are generally used
for fact sheets, public notices, presentations, public meetings, public
hearings, and news conferences .


Written translations and use of translators ensure that a greater number of
community members can participate effectively in the process  and,
therefore, provide input to decisions concerning the RCRA-regulated
process.  This effort assures the community of your organization's sincerity
in providing opportunity for public participation.
Translations are very costly, especially simultaneous translations of public
meetings. Sentence-by-sentence oral translations frequently double the
length of public meetings, and may make information more difficult to
present effectively and smoothly.  In addition, very few translators  are
familiar with the RCRA permitting and corrective action processes. For
facilities having highly volatile or sensitive problems, it may be difficult to
communicate your organization's position and involve community
Chapter 5:  Public Involvement Activities
                                                             Page 5-17

-------
                                  members in a constructive dialogue.
                                   Checklist for Translations

            Determine need for translations

            Identify translation service or identify staff to provide translating services

            Fact sheet translations

            	   Provide English text (including text for graphics, headlines, fact sheet flag)

            Meeting translations

            	   Determine if translation will be simultaneous or if translations will occur following
                 statements.

            _   If simultaneous, provide audio equipment for translator/participants

            	   Prepare list of technical and RCRA terms that will need to be translated

            _   Prepare, in advance with the translator, presentations, responses to questions
Chapter 5:  Public Involvement Activities                                                           Page 5-18

-------
Mailing Lists
Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
The permitting agency must establish and maintain the facility mailing list
in accordance with § 124.10(c)(l)(ix). The agency must develop the list
by:  (a) including people who request in writing to be on the list; (b)
soliciting persons for "area lists" from participants in past permit
proceedings in that area; and (c) notifying the public of the opportunity to
be put on the mailing list through periodic publication in the public press
and in such publications as Regional- and State-funded newsletters,
environmental bulletins, or State law journals.


Mailing lists are both important databases and essential communication
tools. Mailing lists ensure that concerned community members receive
relevant information. They allow messages to reach broad or targeted
audiences.  The better the mailing list, the better the public outreach and
delivery of information.  Mailing lists typically include concerned
residents, elected officials, appropriate federal, state,  and local government
contacts, local media, organized environmental groups, civic, religious and
community organizations, facility employees, and local businesses.

It is recommended that you develop an internal distribution list at the same
time you prepare your external mailing list. The distribution list for
permitting agencies should include all technical project staff, public
involvement staff, legal staff, and staff from other affected programs (Air,
Water, etc.), as appropriate.  This list will help ensure that all relevant
project staff receive the same information about all phases of the project.
Facilities and community organizations should follow similar procedures to
keep their staffs and members informed.


A mailing list can be developed in conjunction with other public
participation activities.  Depending on the size of the  list, inputting
information into a data base can take several days.  Updating will require
approximately half a day per quarter.


To develop and update a mailing list,  consider the following:

1.    Solicit names, addresses, and phone numbers of individuals  to be
      included on the list. This should include individuals who put their
      names and addresses on the sign-in sheet at the  pre-application
      meeting, if applicable.  Telephone numbers are  useful to have so that
      you can contact these individuals for community interviews and to aid
      you when you update your list.

      Individuals to include in your mailing list:
Chapter 5:  Public Involvement Activities
                                                              Page 5-19

-------
                                       •    The people interviewed during community interviews, as well as
                                            other names these people recommend;

                                       •    All nearby residents and owners of land adjacent to the facility;

                                       •    Representatives of organizations with a potential interest in an
                                            agency program or  action (e.g., outdoor recreation
                                            organizations, commerce and business groups,
                                            professional/trade associations, environmental and community
                                            organizations, environmental justice networks, health
                                            organizations, religious groups, civic and educational
                                            organizations, state organizations, universities, local
                                            development and planning boards,  emergency planning
                                            committees and response personnel, facility employees);

                                       •    Any individual who attends a public meeting, workshop, or
                                            informal meeting related to the facility, or who contacts  the
                                            agency regarding the facility;

                                       •    Media representatives;

                                       •    City and county officials;

                                       •    State and Federal agencies with jurisdiction over wildlife
                                            resources;

                                       •    Key agency officials; and

                                       •    The facility owner/operator.

                                  2.    Review background files to ensure  all interested individuals  are
                                       included on the mailing list.

                                  3.    Input information into a computer system  so that it can be
                                       categorized and sorted and printed on mailing labels.

                                  4.    Send a letter or fact sheet to the preliminary mailing list
                                       developed using 1) and 2)  above.   Inform key Federal, State, and
                                       local officials, citizens, and other potentially interested parties of your
                                       activities and the status of upcoming permit applications or corrective
                                       actions. Ask whether they wish to receive information about this
                                       facility. Ask them for accurate addresses and phone numbers  of other
                                       people who might be interested in the project.

                                  5.    Update your mailing list at least annually to ensure its correctness.
                                       Mailing lists can be updated by telephoning each individual on the
                                       list, and by using local telephone and city directories as references.
                                       The permitting agency  can update the official mailing  list from time
                                       to time by requesting written indication of continued interest from
                                       those listed. The agency  can then delete any people who do not

Chapter 5:  Public Involvement Activities                                                            Page 5-20

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
                                      respond (see § 124.10(c)(l)(ix)(C)).

                                 See the section on "The Facility Mailing List" in Chapter 3 for more
                                 information.
A mailing list is a required public participation activity for permitting.
Additional people may want to join the list if corrective action will take
place at a facility. Public interest groups or other involved organizations
often have mailing lists.

•    Develop a mailing list as soon as possible during the permit
     application phase, or as soon as the need for a RCRA Facility
     Investigation is identified.

•    Update the mailing list regularly.

Develop a distribution at the same time you develop a mailing list.


Mailing lists are useful in identifying individuals to contact for community
interviews. They are also needed to distribute fact sheets and other
materials on the facility.  Public notices and sign-up sheets at public
meetings or information repositories can help you build mailing lists.


Mailing lists provide the names of individuals and groups interested in
activities at RCRA facilities. However, lists can be expensive and time-
consuming to develop, and they require constant maintenance.
Chapter 5:  Public Involvement Activities
                                                              Page 5-21

-------
                                   Checklist for Mailing Lists

       Mailing List Development:

       _   Verify the list format (i.e., name, title, company, address, phone number)

       	   Consider issuing a public notice to solicit names for the mailing list

       _   Identify people to be included on the list:

            	    People who signed the attendance sheet at the pre-application meeting (if applicable)

            _    City elected officials (mayor and council)

            	    City staff and appointees (city manager, planning director, committees)

            _    County elected officials (supervisors)

            	    County staff and appointees (administrator, planning director, health director, committees)

            _    State elected officials (senators, representatives, governor)

            	    State officials (health and environment officials)

            _    Federal elected officials (U.S. Senators, U.S. Representatives)

            	    Federal agency officials (EPA)

            _    Residents living adjacent to facility

            	    Other interested residents

            _    Media

            	    Business groups of associations

            _    Businesses possibly affected by the facility (i.e., located down-wind of facility)

            	    The facility owner/operator

            _    Consultants working on the project or related projects

            	    Local environmental groups

            _    Other civic, religious, community, and educational groups (e.g., League of Women Voters,
                  government associations, churches, homeowners and renters associations)

      	    State and Federal Fish and Wildlife Agencies	
Chapter 5:  Public Involvement Activities                                                           Page 5-22

-------
                          Checklist for Mailing Lists (continued)




       	   Have list typed




       _   Prepare mailing list




       	   Store on computer data base




       Mailing List Updates:




       	   Verify names/addresses by searching telephone directory




       _   Verify names/addresses by searching city directory




       	   Verify names/addresses by calling each individual




       _   Consider issuing a notice asking for written indication of continued interest (§
Chapter 5: Public Involvement Activities                                                         Page 5-23

-------
Notices of Decision
Regulatory
Requirements
Description of Activity
RCRA requires the permitting agency to issue a notice of decision to
accompany the final permit decision (under § 124.15 procedures). The
agency must send the notice to the permit applicant and to any person who
submitted written comments or requested notice of the final permit decision
(§ 124.15). Note that Class 3 modifications and the  corrective action final
remedy selection also follow § 124.15 procedures and require a Notice of
Decision.
A notice of decision presents the agency's decision regarding permit
issuance or denial or modification of the permit to incorporate changes such
as the corrective action remedy.
Level of Effort
How to Conduct the
Activity
When to Use
Accompanying
Activities
A notice of decision may take several days to write and review, depending
on the complexity. Allow time for several rounds of revisions.  If you need
to develop graphics, such as site maps, allow time to produce the graphics.


The notice should briefly specify the agency's final decision and the basis
for that decision.  The notice must also refer to the procedures for appealing
a decision. Notices of decision must be sent to the facility owner/operator
(permit applicant) and each person who submitted written comments or
requested notice of the final permit decision.  You may want to  send the
notice to other interested parties as well. Final permits generally become
effective 30 days after the notice of decision.
•    When a permit decision has been finalized following the 45-day
     public comment period;

•    When the permitting agency makes its final decision regarding a
     permit modification.


A response to comments document must be issued at the same time the
final permit decision is issued.
Advantages and
Limitations
The notice of decision provides a clear, concise public record of the
decision. However, the notice of decision should not be a substitute for
other activities that involve direct two-way communication with the public.
Chapter 5: Public Involvement Activities
                                                           Page 5-24

-------
                               Checklist for Notices of Decision

       	   Determine contents of the notice of decision

            _   Decision made and basis for that decision

            	  Information on appeal procedures

       _   Coordinate writing the notice with technical and legal staff

            	   Technically accurate

            _   Satisfies statutory requirements

            	   Provides the public with all necessary information in a clear and concise manner

       _   Coordinate internal review of notice  of decision

       	   Prepare final notice of decision based on internal review comments

       	  Notify the facility owner/operator and anyone who submitted written comments or requested
            notice of the final decision

       	   Notify other interested parties of the  decision

       _   Place copy of the notice of decision in the administrative record and the information repository
            (if one exists)
Chapter 5:  Public Involvement Activities                                                           Page 5-25

-------
Introductory Notices

Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
While EPA regulations do not specifically require an introductory notice, §
124.32 provides for an agency notice at the time of application submittal.
Permitting agencies may want to consider the guidance in this section (in
addition to the § 124.32 requirements) when preparing the notice at
application submittal. Chapter 3 provides guidance specifically for the
notice at application submittal.


An introductory notice explains the agency's permit application review
process or the corrective action process  and the opportunities for public
participation in that process.


The amount of time needed to prepare an introductory notice is based on
whether the notice is prepared as a public notice or a fact sheet. If prepared
as a public notice, allow a day or two for writing, review, and placement in
newspapers and other media. If prepared as a fact sheet, allow several days
to a week to write and review, depending on the layout and graphics used,
and several days for printing.


To prepare an introductory notice:

1.   Determine the best method to explain the permit application
     review or corrective action process.  An introductory notice can be
     presented as a public notice, a fact sheet, or a flier distributed to the
     facility mailing list.

2.   Prepare and distribute the notice.   Coordinate the writing and
     distribution of the  notice with technical project staff.  Take care to
     write the notice avoiding technical terms and jargon.

3.   Include an information contact.  Provide the name,  address, and
     phone number of a contact person who the public can call if they have
     questions or need additional information about the facility.  You
     might add a return slip to the notice for people to complete and return
     to your organization if they would like additional information or to be
     placed on a mailing list.


An Introductory Notice  can be used:

     •    When you find the community knows little or nothing about the
          RCRA process; and

     •    When you need to notify the public of how they can become
          involved in the RCRA process.
Chapter 5: Public Involvement Activities
                                                            Page 5-26

-------
Accompanying               Informal meetings , availability sessions/open houses , or workshops may

A rtivitipQ                     ^e conducted following release of the notice.
A^  ™^rra^ ^^A              An introductory notice informs the public about the agency s permit
/vdvaniages ana                 ...      .             ,,     ,       ,-,,-,
                                application review process and how they can be involved in the process.

UlsaavaniagcS                However, the notice is a one-way communication tool. A contact person

                                should be identified in the notice so that interested members of the

                                community can call this person if they have questions.
Chapter 5: Public Involvement Activities                                                        Page 5-27

-------
                             Checklist for Introductory Notices




       	   Determine how you will distribute the notice.




            _   Public notice in newspaper




            	   Fact sheet or flier sent to the mailing list




       _   Prepare draft introductory notice




       	   Include name and phone number of a contact person




       _   Coordinate internal review of introductory notice




       	   Write final introductory notice based on comments received during the internal review




       _   Verify facility mailing list is up-to-date




       	   Request mailing labels




       _   Distribute introductory notice
Chapter 5: Public Involvement Activities                                                         Page 5-28

-------
Fact Sheets/
Statements  of Basis

Regulatory
Requirements
Description of Activity
EPA's regulations require the agency to develop a fact sheet or a statement
of basis to accompany the draft permit.  The agency will develop a fact
sheet for any major hazardous waste management facility or facility that
raises significant public interest (§ 124.8). The agency must prepare a
statement of basis for every draft permit for which a fact sheet is not
prepared (§ 124.7). Note that these requirements also apply to Class 3
modifications and agency-initiated modifications (such as the agency may
use at remedy selection), which must follow the part 124 procedures.
Specific requirements for these activities are described below under "How
to Conduct the Activity."


RCRA-required fact sheets and statements of basis summarize the current
status of a permit application or corrective action. This required fact sheet
(or statement of basis) is probably different than the commonly-used
informational fact sheets that most people recognize.  The required fact
sheet must explain the principal facts and the significant factual, legal,
methodological and policy questions considered in preparing the draft
permit.  They can vary in length and complexity from simple two-page
documents to 12-page documents complete with graphic illustrations and
glossaries.

The agency and other stakeholder groups may find it useful to develop
other fact sheets to be used in public participation activities. These
informal/informational fact sheets can explain difficult aspects of the
permitting process or provide technical information in language that an
ordinary person can understand.  These fact sheets may come in many
different varieties and levels of detail.

Fact sheets are useful for informing all interested parties about the basis for
the permitting agency's decision regarding a facility permit or proposed
corrective action activities.  They ensure that information is distributed in a
consistent fashion and that citizens understand the issues associated with
RCRA programs.

Statements of basis are generally shorter than fact sheets and summarize
the basis for the Agency's decision.  Statements of basis are often used in
the corrective action program to summarize the information contained in
the RFI/CMS reports and the administrative record. They are designed to
facilitate public participation in the remedy selection process by:

•    Identifying the proposed remedy for a corrective action at a facility
     and explaining the reasons for the proposal.
Chapter 5:  Public Involvement Activities
                                                             Page 5-29

-------
Level of Effort
How to Conduct the
Activity
•    Describing other remedies that were considered in detail in the RFI
     and CMS reports.

•    Soliciting public review and comment on all possible remedies
     considered in the RFI and CMS reports, and on any other plausible
     remedies.

•    Providing information on how the public can be involved in the
     remedy selection process.

In emphasizing that the proposed remedy is only an initial
recommendation, the statement of basis should clearly state that changes to
the proposed remedy, or a change from the proposed remedy to another
alternative, may be made if public comments or additional data indicate
that such a change would result in a more appropriate solution. The final
decision regarding the selected remedy(ies) should be documented in the
final permit modification (if applicable) with the accompanying response to
comments after the permitting agency has taken into consideration all
comments from the public.


Fact sheets and statements of basis may take from two days to two weeks to
write, depending on their length and complexity.  Allow time for several
rounds of revisions.  Allow three days for printing.  (Short Cut: Use
already developed RCRA templates with graphics that are on file at your
agency).


The first step in preparing a fact sheet is to determine the information to be
presented. EPA decisionmaking regulations require that RCRA permit fact
sheets contain the following types of information:

•    A brief description of the type of facility or activity which is the
     subject of the draft permit;

•    The type and quantity of wastes covered by the permit;

•    A brief summary of the basis for the draft permit conditions and the
     reasons why any variances or alternatives to the proposed standards
     do or do not appear justified;

•    A description of the procedures for reaching a final decision,
     including the beginning and ending dates of the public comment
     period and the address where comments  can be sent, and procedures
     for requesting a public hearing; and

•    Name and telephone number of a person to contact for additional
     information.

A statement of basis is prepared the same way as a fact sheet. The
statement of basis summarizes essential information from the RFI and
Chapter 5: Public Involvement Activities
                                                             Page 5-30

-------
                                  CMS reports and the administrative record.  The RFI and CMS reports
                                  should be referenced in the statement of basis. The statement of basis
                                  should:

                                  •     Briefly summarize the environmental conditions at the facility as
                                       determined during the RFI.

                                  •     Identify the proposed remedy.

                                  •     Describe the remedial alternatives evaluated in sufficient detail to
                                       provide a reasonable explanation of each remedy.

                                  •     Provide a brief analysis that supports the proposed remedy, discussed
                                       in terms of the evaluation criteria.

                                  Select a simple format for presenting the information. Avoid using
                                  bureaucratic jargon, acronyms, or technical language in the text, and be
                                  concise.

                                  Use formatting techniques to make the fact sheet or statement of basis more
                                  interesting and easy-to-read.  People are less likely to read a fact sheet or
                                  statement of basis consisting of a solid sheet of typed text than one with
                                  clear, informative illustrations. Moreover, a well-designed document
                                  suggests that the permitting agency takes its public participation program
                                  seriously.

                                  Coordinate the production of these documents with technical project staff.
                                  Technical staff should review them to ensure that the information conveyed
                                  is accurate and complete. Outreach staff should review them to ensure that
                                  the communication goals are being met.

                                  Arrange for printing and distribute copies of the  fact sheet or statements  of
                                  basis to the mailing list, place extra copies at the information repository,
                                  and distribute additional copies at public meetings and hearings.
When to Use                   While fact sheets/statements of basis are required for draft permits, they
                                  can also be helpful at other times in the permitting and corrective action
                                  processes:

                                  •     During technical review of the permit application;

                                  •     At the beginning of a RCRA facility investigation;

                                  •     When findings of the RCRA facility investigation are available;

                                  •     When the corrective action is completed; and

                                  •     When the Notice of Decision is released.

                                  In addition, fact sheets can be written to explain a facility inspection or


Chapter 5: Public Involvement Activities                                                           Page 5-31

-------
Accompanying
Activities
Advantages and
Limitations
                                 emergency action, a new technology, or a community-based activity.

                                 Fact sheets and statements of basis can be particularly useful in providing
                                 background information prior to a public meeting or public hearing.
Fact sheets and statements of basis are generally used in conjunction with
the mailing list, public notices, public comment periods , and public
meetings and hearings. However, as stated above, they can be helpful at
almost any stage in the permitting or corrective action processes.


Fact sheets and statements of basis are effective in summarizing facts and
issues involved in permitting and corrective action processes.  They
communicate a consistent message to the public and the media.  Produced
throughout the permitting or corrective actions processes, they serve to
inform the public about the regulatory process as well as the technical
RCRA issues and can aid in creating a general community understanding of
the project. They are relatively inexpensive and can be distributed easily
and directly to  the mailing list.  In addition, fact sheets and statements of
basis can be tailored to meet specific information needs identified during
community assessments.

However, a poorly written fact sheet or statement of basis  can be
misleading or confusing. Documents of this type that are not written in an
objective style  can be perceived as being too "persuasive"  and considered
"propaganda" by mistrusting communities.  Remember that fact sheets and
statements of basis are a one-way communication tool, and therefore should
always provide the name and telephone number of a contact person to
encourage comments and questions.
Chapter 5: Public Involvement Activities
                                                             Page 5-32

-------
                       Checklist for Fact Sheets/Statements of Basis

       	   Determine purpose and focus of fact sheet or statement of basis

       _   Develop outline

            	   Organize contents in a logical manner

            _   Determine appropriate graphics

       	   Verify mailing list is up-to-date

       _   Request mailing labels

       	   Coordinate preparation of fact sheet or statement of basis with technical staff as appropriate

            _   Draft text

            	   Draft graphics

            _   Draft layout

            	   Place mailing coupon on reverse side of mailing label

       _   Coordinate internal review of fact sheet or statement of basis

       	   Incorporate revisions into final fact sheet or statement of basis

       _   Proofread final fact sheet or statement of basis

       	   Arrange printing of fact sheet or statement of basis

            _   Select paper weight, ink color, and color paper

       	   Print fact sheet or statement of basis

       _   Distribute fact sheet or statement of basis to the mailing list and place additional copies in the
            repository
Chapter 5: Public Involvement Activities                                                          Page 5-33

-------
Project Newsletters
and Reports

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
None.
Project newsletters and reports are means of direct communication that
keep interested people informed about corrective action and permitting
activities.  Both publications provide a level of project detail that is not
usually available from the news media. A project newsletter uses a reader-
friendly, news-based format to provide regular updates on activities in the
permitting process and actions taking place at the facility.  Project reports
may include official technical reports or other environmental documents
and studies related to a particular facility. Sending these reports directly to
key stakeholders can spread information more effectively than simply
placing the documents in an information repository.


Newsletters can require significant amounts of staff time and resources to
write, copy, and distribute. Direct transmission of reports will require less
staff time, but may cost more to copy and distribute.


To provide a project newsletter or project reports:

1.   Assign a staff person to produce the newsletter.   Instruct project
     staff to direct relevant information and reports to this person.

2.   Decide on a format and style for the newsletter.   Evaluate the
     resources you have available for the newsletter and decide what type
     of newsletter you will produce. Keep in mind that a visually-
     attractive newsletter with plenty of graphics and simple language is
     more likely to be read.  Avoid bureaucratic or technical jargon. The
     newsletter should contain real news that is useful to people.  Since
     people who are not familiar with the project may pick up the
     newsletter, write it so that first-time readers can understand it.

3.   Provide for review.  Permitting agencies, in particular, will want to
     ensure the credibility of their newsletters by making sure that they are
     objective.  In such cases, you may consider asking a citizen advisory
     group, a consultant, or  a non-partisan civic group (e.g., the League of
     Women Voters), to review the document.  If the public has concerns
     over the credibility of your organization, it may be beneficial for the
     citizens advisory group  or a neutral body to produce  the newsletter.
     An objective newsletter should candidly report all developments at
     the facility.
Chapter 5:  Public Involvement Activities
                                                             Page 5-34

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
4.   Summarize detailed reports.  If you are distributing a technical
     report, you should consider including a summary. Another option is
     to include findings in the project newsletter and allow people to send
     in a clip-out request form or contact your staff for copies of the full
     report.

5.   Check your mailing list.  Make sure that your mailing list is up to
     date and includes all interested stakeholders and media contacts (see
     the section on Mailing Lists  above).

6.   Update your mailing list.  Project newsletters may continue for a
     number of years.  You should consider updating your mailing list by
     including  an "address-currency" card in the newsletter on a regular
     basis (e.g., once a year). By sending in this card, people will continue
     to receive the newsletter.


Project newsletters and reports can  provide detailed information about a
facility that is not usually available  in the media. These methods may be
most useful when:

•    there is a high level of public  interest in a facility;

•    when many citizens do not have access to an information repository,
     or a repository has not been established;

•    you would like to maintain project visibility during extended technical
     studies; or

•    presenting the results of detailed studies through a newsletter will
     better inform the public.


A mailing list is essential for distribution of reports and newsletters.  You
should consider availability sessions , open houses, or informal meetings
to explain the results of detailed reports and studies. Always include  a
contact person in the newsletter or report.


Newsletters and project reports are  useful ways to disseminate important
information to stakeholders.  Making reports widely available can enhance
their credibility.

Newsletters may require significant amounts of staff time and resources.
Direct distribution of technical reports may create confusion if they are not
accompanied by a summary.
Chapter 5:  Public Involvement Activities
                                                              Page 5-35

-------
                      Checklist for Project Newsletters and Reports

      _   Assign a staff person to be in charge of producing the newsletter or reports

      	   Direct the project staff (e.g., through a memo) to forward all relevant project information to the
           newsletter director

      _   Decide on format, style, and frequency of distribution

      	   Draft the newsletter

      _   Review the newsletter for content, style, simple language, and visual appeal

      	   (If applicable) Send the newsletter to an assigned neutral party for review

      _   If you produce detailed project studies or reports, write a summary in simple language and attach
           to the report or include the summary in the newsletter

      _   Distribute the newsletter to the mailing list

      	   Update the mailing list on a regular basis	
Chapter 5: Public Involvement Activities                                                         Page 5-36

-------
Response to
Comments

Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
According to § 124.17, the permitting agency must prepare a response to
comments at the time that it issues a final permit decision. The agency will
also issue a response to comments when making final decisions on
requested Class 2 and 3 permit modifications under § 270.42 and agency-
initiated modifications under § 270.41.


A response to comments identifies all provisions of the draft permit or
modification that were changed and the reasons for those changes. It also
briefly describes and responds to all significant comments on the draft
permit that were received during the public comment period.

The response to comments should be written in a clear and understandable
style so that it is easy for the community to understand the reasons for the
final decision and how public comments were considered.


A response to comments can be  a time-intensive activity because of the
large amount of organization, coordination, and review needed.  On
average, allow several hours per comment for completion, as some
questions may take only a few minutes to answer while others may involve
in-depth technical and legal responses. In general, preparing response to
comments documents can take from several days for low-interest facilities
to several weeks for high-interest facilities.


There is no required format for preparing response to comments
documents. However, several EPA Regions have adopted a two part
approach:

•    Part I is a summary of commenters' major issues and concerns and
     expressly acknowledges and responds to those issues raised by the
     local community. "Local community" means those individuals who
     have identified themselves as living in the immediate vicinity of a
     facility.  These may include local homeowners, businesses, the
     municipality, and facility employees.  Part I should be presented by
     subject and should be written in a clear, concise, easy to understand
     manner suitable for the public.

•    Part II provides detailed responses to all significant and other
     comments. It includes the  specific legal and technical questions and,
     if necessary, will elaborate with technical detail on answers covered
     in Part I. It also should be organized by subject.

Think of Part I as a type of fact sheet for the detailed responses provided in
Chapter 5: Public Involvement Activities
                                                            Page 5-37

-------
When to Use
                                 Part II. Because both parts deal with similar or overlapping issues, the
                                 response to comments should state clearly that any points of conflict or
                                 ambiguity between the two parts shall be resolved in favor of the detailed
                                 technical  and legal presentation in the second part.

                                 In order to effectively address all public comments, closely coordinate the
                                 preparation of responses with appropriate legal and technical staff. Also, it
                                 is important to be certain that all comments are addressed. A system of
                                 numbering all comments as they are received and referring to these
                                 numbers in all internal drafts of the response document may help keep track
                                 of them.  Computer databases are a good way to keep track of and arrange
                                 the comments.

                                 In addition, the Response to Comments should include a summary that
                                 discusses the following:

                                 •    The number of meetings, mailings, public notices, and hearings at
                                      which the public was informed or consulted about the project;

                                 •    The extent to which citizen's views were taken into account in
                                      decision-making; and

                                 •    The specific changes, if any, in the project design or scope that
                                      occurred as a result of citizen input.

                                 Response to comments documents must be sent to the facility
                                 owner/operator and each person who submitted written comments or
                                 requested notice of the final permit decision.
A response to comments is required for all final permit decisions and
decisions on class 2 and 3 modifications..
Accompanying
Activities
A response to comments usually accompanies the  notice of decision
Advantages and
Limitations
A response to comments provides a clear record of community concerns. It
provides the public with evidence that their input was considered in the
decision process. The summary also is an aid in evaluating past public
participation efforts and planning for subsequent activities.

Comments may be  difficult to respond to at times, like when the public
raises new issues, questions, or technical evidence during the public
comment period. The permitting agency may need to develop new
materials to respond to these questions.
Chapter 5: Public Involvement Activities
                                                             Page 5-38

-------
                           Checklist for Response to Comments

       	    After reviewing comments, determine organization of document

            _    Determine groups, subgroups of comments

            	    Where applicable, paraphrase  and summarize comments

       _    Write a response for each comment, group or subgroup of comments

       	    Prepare an introductory statement including:

            _    A summary of the number and effectiveness of meetings, mailing, public notices, and
                 hearings at which the public was informed or consulted about the project

            	    The numbers and kinds of diverse interests which were involved in the project

       _    Prepare a summary statement including:

            	    The extent to which citizen's views were taken into account in decision-making

            _    The specific changes, if any, in the project design or scope that occurred as a result of
                 citizen input.

       _    Coordinate internal review of the Response to Comments with all necessary departments (public
            affairs, technical, legal)

       	    Prepare final Response to Comments

       _    Distribute Response to Comments to:

            	    Information Repository

            _    Facility owner/operator

            	    Each individual who makes written or oral comments

            _    Individuals who asked to receive the Response to  Comments

            	    Appropriate agency officials

                 Administrative Record
Chapter 5: Public Involvement Activities                                                         Page 5-39

-------
Information
Repositories

Regulatory
Requirements
Description of Activity
EPA regulations authorize the permitting agency to require a facility to
establish an information repository during the permitting process (§ 124.33)
or during the active life of a facility (§ 270.30).


An information repository is a collection of documents related to a
permitting activity or corrective action. A repository can make information
readily available to people who are interested in learning about, or keeping
abreast of, RCRA activities in or near their community.

Information repositories are not mandatory activities in every situation. As
mentioned above, RCRA regulations  give the permitting agency the
authority to require a facility to set up and maintain an information
repository. The agency does not have to require a repository in every case;
it should use its discretion.  Additionally, a facility or an environmental
group may voluntarily set up a repository to make it easier for people in the
community to access information.

The size and location of the repository will depend on the type of
permitting activity. The regulations allow the permit applicant or permittee
to select the location for the repository, as long as it is in a location that is
convenient and accessible to the public. If the place chosen by the facility
does not have suitable access, then the permitting agency can  choose a
more suitable location.  EPA encourages the facility and the agency to
involve the public when suggesting a  location for the repository — the
potential users of the facility are best qualified to tell you if it's suitable.
See #1 under "How to Conduct the Activity" below.

The information that actually goes in  the repository can differ from case to
case, depending on why the repository was established.  If the agency
requires a facility to establish the repository, then the agency will set out
the documents and other information  that the facility must include in the
repository. The agency will decide what information will be most useful
according to the  specifics of the case  at hand. For instance, multi-lingual
fact sheets and other documents will be most appropriate in situations
where there are many non-English-speakers in an affected community.
Similarly, if the community needs assistance in understanding a very
technical permitting situation, then the agency and the facility should
provide fact sheets and other forms of information that are more  accessible
to the non-technical reader. See #2 under "How to Conduct the Activity"
below.

The permitting agency should assess the need, on a case-by-case  basis, for
an information repository at a facility. When doing so, the agency has to
Chapter 5:  Public Involvement Activities
                                                              Page 5-40

-------
Level of Effort
How to Conduct the
Activity
                                  consider a variety of factors, including: the level of public interest; the type
                                  of facility; the presence of an existing repository; and the proximity to the
                                  nearest copy of the administrative record.  Since any of these other factors
                                  may indicate that the community already has adequate access to
                                  information, and since repositories can be resource-intensive, permitting
                                  agencies should use this authority only in cases where the community has a
                                  true need for additional access to information.

                                  For example, in determining levels of public interest the agency staff will
                                  want to consider: What kind of turnout has there been at public meetings?
                                  What kind of responses during community interviews?  What level of
                                  media attention? How many inquiries have been coming in? What levels
                                  of community involvement have there been in previous facility and/or local
                                  environmental matters?  If another repository already exists, can it be
                                  augmented with materials to meet the information needs of the permit or
                                  corrective action at hand? Is it located in a convenient and accessible
                                  place?  [Note:  If a facility has an existing repository that does not
                                  completely satisfy the need that the agency identifies, then the agency may
                                  specify additional steps that the facility must take to make the repository
                                  meet the public need.]

                                  Is the nearest copy of the administrative record "close enough"?  The
                                  answer to this question could depend on a few things. Ask yourself some
                                  other questions first.  For example: Can people get there by public
                                  transportation or only by a personal vehicle (i.e, by car or taxi)? Do most
                                  people in the community rely on public transportation, or do most people
                                  have and use their own cars?  Apart from whether it is accessible by public
                                  transportation or personal vehicle, how long is the trip? Is the
                                  administrative record available for review on weekends or after business
                                  hours?
Depending on the amount of available documentation, the information
repository may take a week to establish, including compiling and indexing
documents and arranging for placement in a library or other location.
Updating may take a day or two every quarter.  A public notice announcing
the availability of the information repository may take between a day to
write, review, and place in newspapers or send to the mailing list.


To establish an information repository:

1.    Determine a suitable location.  For repositories established under §§
     124.33 or 270.30, the initial choice of location is made by the facility.
     If the agency decides that the facility-proposed location is not
     suitable, then the agency will suggest another location.

     Whether required or established voluntarily, the repository should be
     be convenient and accessible for people in the community.  Whoever
     establishes the repository should consider, in particular, locations
Chapter 5:  Public Involvement Activities
                                                              Page 5-41

-------
                                       suggested by community residents. Typical locations include local
                                       public libraries, town halls, or public health offices.

                                       A facility may choose to set up the repository at its own offices.
                                       Before doing so, the facility owner or operator should discuss his or
                                       her intent with community representatives and/or the agency. It is
                                       important to confirm that people are comfortable about coming onto
                                       facility property and trust that you will properly maintain the
                                       information in the repository.

                                       Facility owners and operators should be sensitive to the concern that
                                       some citizens have about repositories that are on facility property.
                                       Some people do not feel comfortable when they need to attend a
                                       meeting or a function on the facility grounds. If the members of your
                                       community may feel uncomfortable at the facility, then you should
                                       make all efforts to establish the repository at a suitable off-site
                                       location. All repositories should be in a location where its users will
                                       feel comfortable when accessing information.

                                       In evaluating potential sites for the repository, there are several
                                       factors to consider.  The location should have adequate access for
                                       disabled users, should be accessible to users of public transportation
                                       (where applicable),  and  should be open after normal working hours at
                                       least one night a week or on one weekend day. Repositories should
                                       be well lit and secure.

                                       A facility should also ensure that someone in its company and
                                       someone at the repository location are identified as the information
                                       repository contacts ~ to make sure that the information is kept up-to-
                                       date, orderly  and accessible.

                                       Depending on the level of community concern, or the location of the
                                       facility relative to the surrounding communities, more than one
                                       repository may be desirable.  For example, if a county seat is several
                                       miles from the RCRA-regulated facility, and county officials have
                                       expressed a strong interest in the facility,  two repositories may be
                                       advisable:  one in the community closest to the facility, and the other
                                       in the county seat.

                                  2.    Select and deposit the materials to be included in the repository.
                                       For repositories established under EPA's  regulations, the permitting
                                       agency will decide,  on a case-by-case basis, what documents, reports,
                                       data, and information are necessary to help the repository fulfill its
                                       intended purposes, and to ensure that people in the community are
                                       provided with adequate  information.  The agency will provide a list of
                                       the materials to the facility. The agency has the discretion to limit the
                                       contents of repositories established under §§ 124.33 and 270.30.
                                       While there is no outright ban on materials, EPA encourages
                                       regulators to ensure that repository materials are relevant and
Chapter 5:  Public Involvement Activities                                                           Page 5-42

-------
                                       appropriate.

                                       Facilities, permitting agencies, and public interest groups may decide
                                       to establish repositories aside from those required by regulation.
                                       Whoever establishes a repository should consult the public regarding
                                       what materials would be most useful to members of the surrounding
                                       community.  EPA encourages parties to place substantive and
                                       appropriate materials in the repository.

                                       If you are establishing an information repository, you should consider
                                       including the following documents:

                                       •     Background information on the company or facility;
                                       •     Fact sheets on the permitting or corrective action process;
                                       •     Meeting summary from the pre-application meeting (if one was
                                            conducted);
                                       •     Public involvement plan (if developed);
                                       •     The draft permit;
                                       •     Reports prepared as part of the corrective action investigations,
                                            including the RCRA Facility Assessment (RFA), the RCRA
                                            Facility Investigation (RFI), and the Corrective Measures Study
                                            (CMS);
                                       •     Fact sheets prepared on the draft permit or corrective action
                                            plan;
                                       •     Notice of decision;
                                       •     Response to comments;
                                       •     Copies of relevant RCRA guidance and regulations;
                                       •     A copy of  the Cooperative Agreement, if the state is the lead
                                            agency for the project;
                                       •     Documentation of site sampling results;
                                       •     Brochures, fact sheets, and other information about the specific
                                            facility (including past enforcement history);
                                       •     Copies of news releases and clippings referring to the site;
                                       •     Names and phone numbers of a contact person at the facility and
                                            at the permitting agency who would be available to answer
                                            questions people may have on the materials in the repository;
                                            and
                                       •     Any other  relevant material (e.g.,  published studies on the
                                            potential risks associated with specific chemicals that have been
                                            found stored at the facility).

                                       You should organize the documents in binders that are easy to use and
                                       convenient for the on-site repository host. For projects that involve a
                                       large number of documents, separate file boxes should be provided as
                                       a convenience to the repository host to ensure that the documents
                                       remain organized.

                                 3.    Publicize the existence of the repository.   For repositories required
                                       under RCRA regulations, the permitting agency will direct the
                                       facility, at  a minimum, to announce the repository to all members of
Chapter 5:  Public Involvement Activities                                                          Page 5-43

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
     facility mailing list. If you establish a repository aside from EPA's
     regulations, you should be sure to notify local government officials,
     citizen groups, and the local media of the location of the project file
     and hours of availability. Newsletters of local community
     organizations and church groups are another means of notifying the
     public.

4.    Keep the repository up-to-date by sending new documents to it as
     they are generated.  If the permitting activity is controversial or
     raises a lot of community interest, you should consider providing
     several copies of key documents so that community members can
     check them out for circulation. For repositories required under
     RCRA regulations, the facility is responsible for updating the
     repository with new documents and maintaining the documents in the
     repository.


An information repository is recommended:

     •    When the agency requires the facility to establish an information
          repository. In making its determination, the agency will
          consider relevant factors, including: the level of public interest;
          the type of facility; the presence of an existing repository; and
          the proximity to the nearest copy of the administrative record;
          and

     •    When interest in the facility is high and the public needs
          convenient access to relevant facility  documents.


The contact person(s) should be responsible for making sure that all
relevant materials have been filed in the repository.

If you establish a repository, you may want to consider setting aside time at
the repository to periodically staff a "walk-up"  information table . An
information table would entail having a representative from your
organization, the permitting agency, or both, available to answer questions
that repository visitors may have. You may decide to establish the
information table on a routine basis (for example, once a month) or at key
milestones in the permitting or corrective action process (for example, after
a draft permit decision or completion of the RFI).


An information repository provides local officials, citizens, and the media
with easy access to accurate, detailed, and current data about the facility.  It
demonstrates that your organization is responsive to citizens' needs for
comprehensive information on the facility.

An information repository is a one-way communication tool and does not
allow for interaction between citizens and your organization (unless used in
Chapter 5:  Public Involvement Activities
                                                              Page 5-44

-------
                                 conjunction with a "walk-up" information table).  The information
                                 repository may also include technical documents, which may be difficult
                                 for citizens to understand.
Chapter 5:  Public Involvement Activities                                                           Page 5-45

-------
                           Checklist for Information Repositories

       [Note:  this checklist contains all the steps for information repositories required under §§ 124.33 and
       270.30.  Anyone who is establishing a repository apart from these requirements should check above in
       this section to find out which steps apply].

       	   Determine location of Information Repository; check with agency

       _   Establish contact with the director of the location determined above

       	   Mail a letter to the permitting agency confirming the location of the Information Repository

       _   Agency will mail a list of required documents to the facility

       	   Collect and compile the  documents to include in the Information Repository

            _   Documents sequentially numbered

            	   Index prepared

            _   Documents placed in notebooks

       	   Deliver documents to location determined above

            _   Have location director sign a letter/memo acknowledging receipt of the documents

       	   Send a notice to the facility mailing list indicating the availability of the Information Repository;
            provide additional means of notice (e.g., newspaper, broadcast media) as appropriate

       _   Update the Information Repository as key public documents are available and at key technical
            milestones
Chapter 5: Public Involvement Activities                                                         Page 5-46

-------
Exhibits
Regulatory
Requirements
                                 None.
Description of Activity
Level of Effort
How to Conduct the
Activity
Exhibits are visual displays such as maps, charts, diagrams, photographs, or
computer displays.  These may be accompanied by a brief text explaining
the displays and the purpose of the exhibit. Exhibits provide a creative and
informative way to explain issues such as health risks or proposed
corrective actions. They make technical information more accessible and
understandable.
Exhibits may take from one day to one week to write, design and produce
depending on the complexity of the exhibit. Computer software production
will take longer.  Allow time for review of the exhibit's design and concept.


To develop and display an exhibit:

1.    Identify the target audience.  Possible audiences include:

     •    General public;
     •    Concerned citizens;
     •    Environmental/Public  Interest groups;
     •    Media representatives; and
     •    Public officials.

2.    Clarify the subject.  Possible subjects include:

     •    The RCRA program or the permit or corrective action process;
     •    Historical background on the facility;
     •    Public participation activities;
     •    Corrective action or waste management technologies; and
     •    Health and safety issues associated with the facility.

3.    Determine where the exhibit will be set up.  If the general public is
     the target audience, for example, assemble the exhibit in a highly
     visible location, such as a public library, convention hall, or a
     shopping center. If concerned citizens are the target audience,  set up
     a temporary exhibit at a  public meeting, availability session/open
     house, or an informal meeting . An exhibit could even be as simple
     as a bulletin board at the site or staff trailer.

4.    Design the exhibit and its scale according to the message to be
     transmitted. Include photos or illustrations. Use text  sparingly.
Chapter 5: Public Involvement Activities
                                                             Page 5-47

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
Exhibits can be used:

     •    When level of interest in the facility is moderate to high;

     •    When information to be conveyed can be explained graphically;

     •    When staff time is limited and the audience is large;

     •    When a display can enhance other information being distributed;
          and

     •    When displays will be useful over long periods of time and at
          different facilities (e.g., generic posterboards on RCRA
          process).


Exhibits are useful  at public meetings, public hearings, and availability
sessions/open houses . If an observation deck is installed at a site, a
nearby exhibit could explain corrective action or compliance activities
under way.


Exhibits tend to stimulate public interest and understanding.  While a news
clipping may be glanced  at and easily forgotten, exhibits have a visual
impact and leave a  lasting impression. Exhibits also can convey
information to a lot of people with a low level of effort.

Although exhibits inform the public, they  are, for the most part, a one-way
communication tool.  One solution to this  drawback is to attach blank
postcards (surveys) to the exhibit, encouraging viewers to comment or
submit inquiries by mail to the agency.  Another approach is to leave the
phone number of the  contact person who can answer questions during
working hours. However, these requests must be  answered or citizens may
perceive the  agency as unresponsive to their concerns. Finally, computer
touch screens can provide some feedback by answering common questions
about an exhibit.
Chapter 5: Public Involvement Activities
                                                            Page 5-48

-------
                                     Checklist for Exhibits

          	    Determine purpose, use of exhibit

                _    Identify the audience

                	    Clarify the message

                _    Determine where and how the exhibit will be displayed

                     	   Free-standing
                     	   Table-top display
                     _   Will the exhibit need to be easily transported?

          	    Coordinate design and construction with public involvement coordinator (and
                contractors, if available)

                _    Write copy

                	    Determine graphics

                	    Design the exhibit

                	    Coordinate review of the design, text, and graphics

                _    Complete the exhibit based on review comments
Chapter 5: Public Involvement Activities                                                          Page 5-49

-------
Briefings
Regulatory
Requirements
                                None.
Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
Briefings are useful for sharing information with key stakeholders, whether
they are involved regulators, elected officials, or members of involved
public interest or environmental groups. You can use briefings to inform
other stakeholders about the status of a permit application or corrective
action; to provide them with materials such as technical studies; results of
the technical field  and community assessments; and engineering designs.
These sessions are conducted in person, and the briefings usually precede
release of information to the media or occur before a public meeting.
Briefing key stakeholders is particularly important if an upcoming action
might result in political controversy.


Briefings will usually take a day to plan and conduct.
To schedule and hold briefings:

1.    Inform your audience  far in advance of the date of the briefing. It is
     usually best to hold the initial briefing in a small public room, such as
     a hotel meeting room, conference room, or at the stakeholders'
     offices. Where relationships might be antagonistic, it may be best to
     hold the briefing in a neutral location.

2.    Present a short, official statement explaining the information in the
     context of the RCRA process and announcing future steps in the
     process.

3.    Answer questions about the statement.  Anticipate questions and be
     prepared to answer them simply and directly.

     If the briefing has been requested, find out in advance the information
     that the stakeholders seek and prepare to answer these and related
     questions.


Briefings are appropriate:

•    When key stakeholders have expressed a moderate to high level of
     concern about the facility or the process;

•    Before the release of new information to the media and the public;
Chapter 5: Public Involvement Activities
                                                            Page 5-50

-------
Accompanying
Activities
                                      When unexpected events or delays occur; and

                                      At any point during the permit or corrective action processes. If local
                                      officials have expressed concern during the preliminary assessment of
                                      the facility, a briefing may be appropriate to explain the RCRA
                                      permitting or corrective action program and the technical actions that
                                      are scheduled for the facility.
Briefings usually precede news conferences, news releases, informal
meetings, or public meetings .
Advantages and
Limitations
Briefings allow key stakeholders to question you directly about any action
prior to public release of information regarding that action. By providing a
"heads up," you can prepare other key stakeholders to answer questions
from their constituents when the information becomes public.  Briefings
also allow for the exchange of information and concerns.

Because briefings are normally offered to a small select group, they are not
considered to be  general information dissemination to the public.  Care
must be taken to  provide the public with ample opportunity to receive
information. At briefing sessions,  include the appropriate officials, taking
care not to exclude people key to the public participation process.  Avoid
the perception that you are trying to bury facts or favor special interest
groups.

Although briefings can be an effective tool for updating key stakeholders
(e.g., state and local officials, community leaders, involved regulators) they
always should be complemented by activities to inform the general public,
such as informal meetings with small groups, public meetings, or news
conferences.
Chapter 5:  Public Involvement Activities
                                                             Page 5-51

-------
                                     Checklist for Briefings




                Determine date, time, and location of briefing.




                Date:  	




                Time: 	
                Location:
               Notify key state and local officials, citizens, and other interested parties of the briefing




               Prepare presentation




               Prepare any handout materials




               Conduct briefing




               Follow-up on any questions you are unable to answer during the briefing
Chapter 5: Public Involvement Activities                                                         Page 5-52

-------
Presentations
Regulatory
Requirements
                                None.
Description of Activity
Level of Effort
How to Conduct the
Activity
Presentations are speeches, panel discussions, video tapes or slide shows
held for local clubs, civic or church organizations, school classes, or
concerned groups of citizens to provide a description of current RCRA
activities.  They help improve public understanding of the issues  associated
with a permitting or corrective action.


One to two days may be needed to set up and schedule the presentation,
prepare for it, give the presentation, and follow up on any issues raised.
Add more time if you need to prepare visual equipment.


Develop procedures that can be changed easily to suit different audiences.
To conduct presentations:

1.    Contact groups that may be interested in learning about your
     work.  Announce the program through the media and in your
     publications. Adjust the tone and technical complexity of any
     presentation to suit the audience's needs.

2.    Select a standard format such as the following:

     •    Introduce yourself, your organization, the RCRA permitting or
          corrective action process, and the facility;

     •    Describe the issues that affect your audience;

     •    Discuss what is being currently done; and

     •    Discuss how citizens can play a part in making decisions about
          the facility.

3.    Set a time limit of 20 minutes.  Consider having several staff
     members deliver  short segments of the presentation. Allow time for a
     question-and-answer session .

4.    Schedule presentations at convenient times, possibly evenings or
     weekends, or during regularly-scheduled meetings of other  groups.
     Consult with members of your target audience to find out what time is
     best for them.

5.    Select supporting materials (slides, graphics, exhibits,  etc.) that will
Chapter 5: Public Involvement Activities
                                                            Page 5-53

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
                                      hold the audience's attention but not distract from the speaker's
                                      message.  Conduct a trial run in front of colleagues and rehearse the
                                      presentation as much as possible.

                                      If substantive issues or technical details cannot be handled in the
                                      time allowed for the presentation, name a contact for further
                                      information.
Presentations may be held:

     •    When there is moderate to high interest in a facility;

     •    When it is practical to integrate short RCRA presentations into
          meetings on other subjects; and

     •    When a major milestone in the RCRA process is reached.


Fact sheets  or handouts should be distributed so that participants have
something to refer to after the presentation. Incorporating exhibits into
your presentation will hold the audience's attention and aid in their
understanding of the material.  Question and answer sessions will help
clear up any misunderstanding about the presentation and allow you to
address complex issues in more detail


Because the presentation is delivered in person, the audience has a chance
to ask questions, and the presenter can gauge citizens' concerns.  Also,
many people can be reached at one time, reducing individual inquiries.
Making project staff available for community speeches and presentations
will signal your organization's interest in the community.

Presentations require substantial effort to be effective.  A poorly planned
presentation can distort residents' views of the situation.

Because the presentation is rehearsed, accommodating different or
unanticipated concerns of the audience can be difficult. Handle these
concerns during a question-and-answer session after the presentation.
Chapter 5:  Public Involvement Activities
                                                             Page 5-54

-------
                                  Checklist for Presentations




       	   Contact groups that may be interested in a presentation




       _   Determine message(s) to be presented based on stated community interests/concerns




       	   Prepare presentation(s) based on responses from groups contacted




            _   Prepare handout materials




            	   Prepare exhibits or other visual materials




       _   Determine what staff are available for presentations




       	   Schedule presentations




       _   Conduct rehearsals




       	   Conduct presentations




       _   Conduct follow-up question-and-answer session after presentations




            	   Respond to questions you were unable to answer




            _   Contact group regarding other presentation topics in which they may be interested
Chapter 5: Public Involvement Activities                                                          Page 5-55

-------
Facility Tours

Reeulatorv                    None, though the tour will have to comply with facility safety plans.
Requirements
Description of Activity      Facility tours are scheduled trips to the facility for media representatives,
                                 local officials, and citizens during which technical and public outreach staff
                                 answer questions.  Facility tours increase understanding of the issues and
                                 operations at a facility and the RCRA-regulated process underway.
Level of Effort                Facility tours generally take a day to plan and conduct.
HOW tO Conduct the          To conduct facility tours:
Activity                       1 _     plan the tour ahead of time>
                                       The facility owner/operator may decide to conduct a tour, or the
                                       agency may set up a tour of the facility.  If agency staff plan to lead
                                       the tour, they should coordinate with the facility owner/operator.
                                       Citizens groups should arrange tours with the facility owner/operator.
                                       If there is a Citizens Advisory Panel, the members could lead or
                                       participate in tours.

                                       Before the tour, you should:

                                       •     Determine tour routes;

                                       •     Check on availability of facility personnel, if needed; and

                                       •     Ensure that the tour complies with the safety plan for the site.

                                       If it is not possible to arrange tours at the facility (e.g., the facility is
                                       under construction or not yet built), perhaps it would be possible to
                                       arrange a tour at one like it.  Interested community members may
                                       benefit from touring a facility that has similar operations or where
                                       similar technologies have been applied. Touring a RCRA-regulated
                                       facility can give residents a clearer perception of what to expect at
                                       their own site.

                                 2.    Develop a list of individuals that might be interested  in
                                       participating in a tour, including:

                                       •     Individual citizens or nearby residents who have expressed
                                            concern about the site;
Chapter 5:  Public Involvement Activities                                                          Page 5-56

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
     •    Representatives of public interest or environmental groups that
          have expressed interest in the site;

     •    Interested local officials and regulators;

     •    Representatives of local citizen or service groups; and

     •    Representatives of local newspapers, TV, and radio stations.

3.    Determine the maximum number that can be taken through the
     facility safely.  Keep the group small so that all who wish to ask
     questions may do so. Schedule additional tours as needed.

4.    Think of ways to involve tour participants.   A "hands-on"
     demonstration of how to read monitoring devices is one example.

5.    Anticipate questions.  Have someone available to answer technical
     questions in non-technical terms.


Tours may be conducted:

     •    When there is moderate to high interest in the facility, especially
          among elected officials;

     •    When it is useful to show activities at the facility to increase
          public understanding or decrease public concern;

     •    When it is practical and safe to have people on facility grounds;
          and

     •    During the remedial phase of corrective action.


Fact sheets, exhibits, and presentations complement facility tours. An
observation deck near the facility would allow them to watch the progress
of activities on their own.  An  on-scene information office would allow
for an agency official to be around and for less formal tours of the facility.
An alternative to a facility tour would be a  videotape presentation
showing activity and operations at the facility. This would be effective in
cases where tours cannot be conducted.
Facility tours familiarize the media, local officials, and citizens with the
operations and the individuals involved in the permitting or corrective
action. Unreasonable fears about the risks of the facility may be dispelled,
as might suspicion of corrective action crews working at the facility. The
result is often better understanding between stakeholders.

Facility tours require considerable staff time to arrange, prepare, and
coordinate. Staff may have difficulty gaining site access for non-agency
Chapter 5:  Public Involvement Activities
                                                              Page 5-57

-------
                                 people. Insurance regulations for the facility and liability, safety and injury
                                 considerations may make tours impossible.
                                  Checklist for Facility Tours

            Determine need for facility tours

            Coordinate tours with the facility

            _   Tour routes

            	   Facility personnel

            _   Tour dates

            	   Compliance with health and safety

            Determine maximum number of people that can be taken on the tour

            Notify interested citizens on availability of facility tours

            _   Call interested citizens

            	   Distribute mailing to facility mailing list

            _   Have citizens respond and reserve space on the tour

            Determine plant staff or agency staff to conduct tour

            Prepare responses to anticipated questions

            Conduct tours

            Follow-up on any requested information from interested citizens
Chapter 5:  Public Involvement Activities                                                          Page 5-58

-------
Observation Decks

Regulatory
Requirements

Description of Activity
Level of Effort
When to Use
None.
How to Conduct the
Activity
An observation deck is an elevated deck on the facility property, near the
area where corrective or RCRA-regulated activities are in progress. The
deck allows interested citizens to observe facility activities or corrective
actions directly in order to remove some of the unfamiliarity, and hence
fear, that may encompass  RCRA-regulated activities.


Maintaining an observation deck may be a time-intensive activity
depending on the deck's hours of operation.  Up to 40 hours a week may be
necessary to staff the deck.  Short Cut:  Consider hiring a contractor to staff
the deck, or limit the hours when it is open to the public.


To use an observation deck, the agency  and the facility should work
together to:

1.    Decide whether or not an observation deck is needed or desirable.
     Gauge community interest in the facility and whether or not there is a
     location for a deck that would facilitate observation.

2.    Coordinate deck  construction.   Determine the best location for the
     observation deck keeping in mind safety and public access issues.

3.    Coordinate staffing of the observation deck.  Determine the hours
     of operation for the observation deck.  Identify staff to supervise the
     observation deck and prepare staff to answer questions from the
     public.

4.    Announce the availability of the observation deck.  Notify the
     community that the deck is available through public notices, fact
     sheets, and a mailing to the facility mailing list.


An observation deck may  be used:

     •    When community interest or concern is high;

     •    When the community's understanding of facility operations will
          be enhanced by direct observation;

     •    When there will be sufficient activity at the site to promote the
          community's interest;
Chapter 5: Public Involvement Activities
                                                            Page 5-59

-------
                                            When staff are available to supervise public use of the deck and
                                            answer questions;

                                            When it is physically possible to set up an observation deck in a
                                            place where there is no danger to the public;

                                            When a corrective action is being implemented; and

                                            When a new technology is being tested or implemented.
Accompanying               An observation deck could complement periodic  facility tours or an on-
Activities                      scene information office .  Citizens can initially be informed about
                                 operations or corrective actions during the tours, then can monitor the
                                 progress of these activities at their convenience from the observation deck.
                                 Fact sheets or an informative  exhibit placed near the deck also could
                                 further aid in explaining facility activities.
Advantages and              An observation deck allows citizens and media representatives to observe
T imitations                   s^e activities without hindering the activities.

                                 Constructing and occupying an observation deck is expensive and needs to
                                 be supplemented with an informational/interpretive program, so that
                                 citizens understand what they see. Further, health and safety issues must
                                 thoroughly be considered so that any visitor to the observation deck is not
                                 endangered by activities at the facility.
Chapter 5:  Public Involvement Activities                                                          Page 5-60

-------
                               Checklist for Observation Decks

       	   Determine need for an observation deck

            _   Coordinate with facility

       	   Identify staff available to supervise the observation deck and answer questions from interested
            citizens

       _   Coordinate deck construction

       	   Set hours of operation for the observation deck

       _   Notify interested citizens of availability of observation deck

            	   Public notice

            _   Fact sheet

            	   Mailing to facility mailing list

            Maintain observation deck
Chapter 5:  Public Involvement Activities                                                          Page 5-61

-------
News Releases and
Press Kits
Regulatory
Requirements
Description of Activity
Level of Effort
                                None.
News releases are statements that you or your organization send to the
news media.  You can use them to publicize progress or key milestones in
the RCRA process. News releases can effectively and quickly disseminate
information to large numbers of people. They also may be used to
announce public meetings, report the results of public meetings or studies,
and describe how citizen concerns were considered in the permit decision
or corrective action.

Press kits consist of a packet of relevant information that your organization
distributes to reporters.  The press kit should summarize key information
about the permitting process or corrective action activities. Typically a
press kit is a folder with pockets for short summaries of the permitting
process, technical studies, newsletters, press releases, and other background
materials.

If your organization has public affairs personnel, you should coordinate
with them to take on media contact responsibilities.
News releases generally take eight hours to write, review, and distribute to
the media.
How to Conduct the
Activity
To prepare news releases and press kits:

1.    Consult with external affairs personnel who regularly work with
     the local media. External affairs personnel will assure that you
     adhere to organization policy on media relations.  They will assist in
     drafting the news release and can provide other helpful suggestions
     about the release and the materials for the press kit.

2.    Identify the relevant regional and local newspapers and broadcast
     media, and learn their deadlines.   Get to know the editor and
     environmental reporter who might cover the issue. Determine what
     sorts of information will be useful to them.

3.    Contact related organizations to ensure coordination.   For
     instance,  permitting agencies should contact other regulatory agencies
     on the federal, state, and local levels to ensure that all facts and
     procedures are coordinated and correct before releasing any statement
Chapter 5: Public Involvement Activities
                                                            Page 5-62

-------
                                      or other materials. If your organization is local, you should
                                      coordinate with national or state-wide chapters. You may want to
                                      consider discussing the news release with other interested
                                      stakeholders (e.g., through a briefing). However, draft news releases
                                      should not be shared - they are internal documents.

                                 4.   Select the information to be communicated.  For the press release,
                                      place the most important and newsworthy elements up front and
                                      present additional information in descending order of importance.
                                      Use supporting paragraphs to elaborate on other pertinent
                                      information.  Mention opportunities for public participation (i.e.,
                                      public meetings, etc.) and contact persons and cite factors that might
                                      contribute to earlier implementation or delays in the corrective action
                                      or permit processing. Note the location of the information repository
                                      (if applicable) or other sources for relevant documents.  If you are
                                      presenting study findings or other technical information, present it in
                                      layman's terms along with any important qualifying information (e.g.,
                                      reliability of numbers or risk factors).

                                      The press kit should contain materials that elaborate on the
                                      information in the press release.  Basic summaries of the RCRA
                                      program,  the permitting process,  and public participation activities are
                                      helpful materials. Background reports or studies may also be useful.
                                      Enclose the name and phone number of a contact person and invite
                                      the reporter to call him or her with any questions.

                                 5.   The news release should be brief.  Limit it to essential facts and
                                      issues.

                                 6.   Use simple language.  Avoid the use of professional jargon, overly
                                      technical words, and acronyms.

                                 7.   Identify who is issuing the news release.   The top of the sheet
                                      should include:

                                      •     Name and  address of your organization;

                                      •     Release time ("For Immediate Release" or "Please Observe
                                            Embargo Until")  and date;

                                      •     Name and phone  number of the contact person for further
                                            information; and

                                      •     Headline summarizing the activity of interest.

                                 8.   In some cases, send copies of the release and the press kit to other
                                      stakeholders at the same time you give them to the news media.
                                      Coordinate with the public affairs office to determine appropriateness.
Chapter 5:  Public Involvement Activities                                                           Page 5-63

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
The press kit and the news release can be complementary activities, though
you may choose to use either one separately. Some of the occasions when
you may want to issue a news release or a press kit include:

     •    When significant findings are made at the site, during the
          process, or after a study;

     •    When program milestones are reached or when schedules are
          delayed;

     •    In response to growing public or media interest or after your
          organization takes a new policy stance;

     •    When you are trying to increase public interest in a facility;

     •    Before a public meeting to announce subject, time, place; and

     •    A news release should not be issued  at times when it may be
          difficult to get in touch with responsible officials (e.g., Friday
          afternoons, or the day before a holiday).


The press kit is useful as a complement to a news release. News releases
and press kits can accompany any formal public hearings  or public
meetings. They commonly accompany news conferences . They should
provide the name of the contact person whom interested reporters can
contact if they want more information.


A news release to the local media can reach a large  audience quickly and
inexpensively. Press kits allow reporters to put the issue in context.  If a
reporter is trying to meet a deadline and cannot contact you, he or she can
turn to the press kit as an authoritative source of information. If the name,
address, and phone number of a contact person are included, reporters and
possibly interested community members can raise questions about the
information in the release.

Because news releases must be  brief, they often exclude details in which
the public may be interested.  A news release should therefore be used in
conjunction with other methods of communication that permit more
attention to detail. A news release is not an appropriate vehicle for
transmitting  sensitive information.  In some cases, a news release can call
unwarranted attention to a situation; a mailing to selected individuals
should be considered instead. Frequent use of news releases to announce
smaller actions may reduce the  impact of news releases concerning larger
activities.

One potential drawback of a press kit is that reporters may ignore it or use
the information incorrectly when writing a story.
Chapter 5: Public Involvement Activities
                                                             Page 5-64

-------
                                  News releases and press kits cannot be used in lieu of a public notice.
                                  Certain activities, such as the preparation of a draft permit, are subject to
                                  public notice requirements. See the section on "Public Notices" earlier in
                                  this Chapter for more details.
Chapter 5: Public Involvement Activities                                                            Page 5-65

-------
                        Checklist for News Releases and Press Kits

       	   Coordinate with public affairs staff

       _   Determine purpose of news release and/or press kit

       	   Coordinate writing and distribution of release or press kit with the public affairs staff

            _   Verify that media mailing list is up-to-date

            	   Request mailing labels

       _   Write draft news release

            	   Type and double space news release

            _   Indicate the source  of the news release (i.e., in the upper-left-hand corner, put the name
                 and phone number of the person writing the release, along with the agency or department
                 name and address)

            _   Provide release instructions (i.e., "For Immediate Release")

            	   Date the news release

            _   Write concisely; avoid technical terms and jargon

            	   Number pages; if more than one page is needed, put" — more --" at the center bottom of
                 the page that is to be continued; succeeding pages should be numbered and "slugged" with
                 an identifying headline or reference (i.e., "EPA ~ 2"); when you come to the end of the
                 news release, indicate the end with one of the following:  ~ 30 —, ####, or ~ END  —.

       _   Prepare materials for the  press kit

            	   Collect short descriptions of the RCRA program, permitting, and public participation
                 processes

            	   Include other pertinent information, such as reports, studies,  and fact sheets

       _   Coordinate internal review

       	   Prepare final matierals based on review comments

       _   Distribute news release and press kit to local media
Chapter 5: Public Involvement Activities                                                          Page 5-66

-------
News Conferences
Regulatory
Requirements
                                None.
Description of Activity
Level of Effort
How to Conduct the
Activity
News conferences are information sessions or briefings held for
representatives of the news media and may be open to the general public.
News conferences provide all interested local media and members of the
public with accurate information concerning important developments
during a RCRA-regulated process. If your organization has public outreach
personnel, you will probably want to coordinate news conferences with
them.
Allow one to two days to prepare for, rehearse, and conduct a news
conference.
To conduct news conferences:

1.    Coordinate all media activity through your outreach staff.   Public
     outreach personnel will assure that you adhere to organization policy
     on news conferences.  They will help arrange location and equipment,
     etc.

2.    Evaluate the need for a news conference.  Use this technique
     carefully because statements made during a news conference may be
     misinterpreted by the media. For reporting the results of site
     inspections, sampling, or other preliminary information other public
     involvement techniques (e.g.,  fact sheets, news releases, or public
     meetings) may be more appropriate. A news conference  announcing
     preliminary results of technical studies may add unnecessarily to
     public concerns about the facility.

3.    Notify members of the local and regional media of the time,
     location, and topic of the news conference.  Local officials also
     may be invited to attend, either as observers or participants,
     depending upon their interest.  Including local officials at a news
     conference will underscore your organization's commitment to  a
     community's interests and concerns.
4.    Anticipate reporters' questions and have your answers ready.
5.    Present a short, official statement, both written and spoken,
     about developments and findings.  Explain your organization's
     decisions by  reviewing the situation and identifying the next steps.
     Use visual aids, if appropriate.  Live conferences leave no room for
Chapter 5: Public Involvement Activities
                                                           Page 5-67

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
                                      mistakes, so preparation and rehearsal is very important.
                                      Open the conference to questions, to be answered by your staff, local
                                      officials, and any other experts present. Have technical staff on hand
                                      to answer any technical questions.  Decide ahead of time who will
                                      answer certain types of questions.
News conferences can be used:

     •    When time-sensitive information needs to reach the public, and
          a news release may not be able to address key issues for the
          community;

     •    When staff are well-prepared to answer questions; and

     •    During any phase of the permit application or corrective action.


News conferences can be held before or after formal public hearings or
public meetings. They are usually accompanied by news releases.
Exhibits, telephone contacts , briefings, and mailing lists would
contribute to the planning and effectiveness  of a news conference.


News conferences provide a large public forum for announcing plans,
findings, policies, and other developments.  They also are an efficient way
to reach a large audience. A written news release can help ensure that the
facts are presented accurately to the media.  During the question and
answer period, your spokesperson(s)  can demonstrate knowledge of the
facility and may be able to improve media relations by providing thorough,
informative answers to all questions.

A news conference can focus considerable attention on the situation,
potentially causing unnecessary local concern. Residents may not welcome
the increased attention that such media coverage is apt to bring.  News
releases or lower-profile means of disseminating information should be
considered as alternatives.

A risk inherent in news conferences is that the media can take comments
out of context and create false impressions.  This risk is heightened when
staff are unprepared or when the conference is not properly structured or
unanticipated questions are asked.
Chapter 5: Public Involvement Activities
                                                             Page 5-68

-------
                              Checklist for News Conferences




       	    Coordinate news conference with public affairs staff




       	    Determine purpose of news conference




       	    Identify staff to make presentations/answer questions at news conference




       _    Prepare visual materials (i.e., exhibits) and handout materials (i.e., fact sheets)




       	    Prepare responses to "anticipated" questions from the media




       _    Coordinate a rehearsal of all presenters




       	    Determine date, time, location, and equipment needs of news conference




            _    Is the location large enough to accommodate the media?




       	    Notify local media of news conference in advance of news conference




       _    Call the local media the day before the news conference as a reminder




       	    Conduct the news conference




            _    Set up room with a speakers table, chairs for the audience




                 Have handout materials available when media arrive
Chapter 5: Public Involvement Activities                                                         Page 5-69

-------
Community
Interviews
Regulatory
Requirements
                                 None.
Description of Activity
Level of Effort
How to Conduct the
Activity
Community interviews are informal, face-to-face or telephone interviews
held with local residents, elected officials, community groups, and other
individuals to acquire information on citizen concerns and attitudes about a
facility. The interviews may be conducted by facility staff, the permitting
agency, or public interest groups as part of the community assessment.
Chapter 2 provides more information on community assessments in the
section titled "Assessing the Situation."

Community interviews can play an important role in the community
assessment, which usually takes place at the beginning of the permitting
process, or before major modifications and significant corrective actions.
Community interviews will not be necessary in every community.  For
instance, in routine or non-controversial situations, there may be no need
for community interviews.  However, if a facility is controversial or has the
potential to receive high levels of public interest, then EPA recommends a
broad range of community interviews.  Permitting situations that fall
between the preceding cases may require some  interviews, beginning with a
survey of community representatives and group leaders (see "Assessing the
Situation" in Chapter 2).

Community interviews allow agencies, facility owners, and public  interest
groups to tailor regulatory requirements and additional activities to fit the
needs of particular communities. Information obtained through these
interviews is typically used to assess the community's concerns and
information needs and to prepare a public participation  plan  , which
outlines a community-specific strategy for responding to the concerns
identified in the interview process.


Community interviews are a time-intensive activity because of the large
amount of organization required and time needed for interviews. While
level of effort will vary, interviewers should schedule at least one hour per
interview for research and preparation, the  interview itself, and follow-up
activities.  If time and/or resources are limited,  interviewers may want to
conduct interviews by phone and focus on community leaders.


Permitting agencies, facility owners, and public interest groups who plan to
conduct community interviews should follow the steps below, adjusting
them as necessary to suit the situation at hand:
Chapter 5: Public Involvement Activities
                                                            Page 5-70

-------
                                  1.    Identify potential people to interview.  If a mailing list is not
                                       available, begin by reviewing available files and other documents
                                       (e.g., newspaper articles) to identify local residents, key state and
                                       local officials, and citizen organizations that have been involved with
                                       or expressed concern about the facility.  Agency staffer other groups
                                       in the community (e.g., existing facility owners and operators, public
                                       interest organizations, civic groups, local government agencies) may
                                       also be able to suggest individuals or groups to interview. Develop a
                                       list of individuals  and groups that provides the greatest variety of
                                       perspectives.  Make  sure to include individuals who tend to be less
                                       vocal to balance the  views of those who are more outspoken. Your
                                       contact list may include:

                                       •     state agency staff, such as officials from health, environmental,
                                            or natural resources departments;

                                       •     local agency staff and elected officials, such as county health
                                            department officials, county  commissioners, mayor or township
                                            administrator,  and officials on environmental commissions,
                                            advisory committees, and planning boards;

                                       •     representatives of citizens' groups organized to address issues  at
                                            the facility or in the area;

                                       •     non-affiliated area residents and individuals;

                                       •     local business  representatives (e.g., from the Chamber of
                                            Commerce or Council of Governments);

                                       •     local civic groups, neighborhood associations, educational and
                                            religious organizations;

                                       •     local chapters of public interest groups (e.g., environmental
                                            organizations); and

                                       •     nearby landowners and businesses.

                                  2.    Determine how many interviews to conduct.   Conduct interviews
                                       with the goal of obtaining a broad  range of perspectives and gathering
                                       sufficient information to develop an effective public participation
                                       plan. However, the  actual number of interviews is likely to depend on
                                       available time and resources as well as the community's level of
                                       interest and concern about the facility.  It is generally desirable to
                                       conduct more extensive interviews in communities where the level of
                                       concern is high. Alternatively, where the level of interest is low or
                                       there has already been significant interaction with community, fewer
                                       interviews may be appropriate.

                                  3.    Prepare for the interviews.  Before conducting the interviews,  learn
                                       as much as possible  about the community and community concerns

Chapter 5:  Public Involvement Activities                                                           Page 5-71

-------
                                      regarding the facility. Review any available news clippings,
                                      documents, letters, and other sources of information relevant to the
                                      facility.  Determine whether the community has any particular
                                      language, geographic, or economic characteristics that should be
                                      addressed. Prepare a list of questions that can serve as a general
                                      guide when speaking with residents and local officials. Questions
                                      should be asked in a way that stimulates discussion  on a variety of
                                      topics, including:

                                      •     General knowledge of the facility. Find out what sort of
                                            information the community has received about the facility and if
                                            what level of involvement the community has had with the
                                            facility.

                                      •     Specific concerns about the technical and regulatory aspects of
                                            activities  at the facility. Determine what the community's
                                            concerns  are and what types of information would be most
                                            appropriate to address these concerns.

                                      •     Recommended methods of communicating with the community
                                            and receiving community input. Determine which
                                            communications tools are likely to be most effective ~ e.g.,
                                            mailings,  meetings, broadcast media ~ and what public
                                            participation events could best serve the community. Learn
                                            about special information needs that the community may have
                                            (e.g., the level of literacy, the percentage of non-English
                                            speakers).

                                      •     The best public meeting facilities, most relied-upon media
                                            outlets, and the best times to schedule activities.

                                      •     Other groups or individuals to contact for more information.

                                 4.   Arrange the interviews.  Telephone prospective interviewees and
                                      arrange a convenient time and place to meet. Ideally, the meeting
                                      place should promote candid discussions.  While government and
                                      media representatives are likely to prefer meeting in their offices
                                      during business hours, local residents and community groups may be
                                      available only in non-business hours. Meetings at their homes may be
                                      most convenient.

                                 During the interviews:

                                 1.   Provide background information.  Briefly describe the permitting
                                      activity or corrective action at hand.

                                 2.   Assure interviewees that their specific comments will remain
                                      confidential. At the beginning of each interview, explain the purpose
                                      of the interviews ~ to gather information to assess community
                                      concerns and develop an appropriate public participation strategy.

Chapter 5:  Public Involvement Activities                                                           Page 5-72

-------
                                       Explain that while the public participation plan will be part of the
                                       administrative record, the plan will not attribute specific statements or
                                       information to any individual. Ask interviewees if they would like
                                       their names, addresses, and phone numbers on the mailing list.

                                  3.    If community members do not feel comfortable with interviewers
                                       from your organization, consider using a third-party.   Some
                                       citizens may not be entirely forthcoming with their concerns or issues
                                       if they  are uncomfortable with the interview.  If sufficient resources
                                       are available,  inciter hiring a contractor to perform interviews. Some
                                       civic or community organizations may be willing to help in the
                                       interview process. If these options are not available, then consider
                                       distributing anonymous surveys or convening focus groups, where a
                                       number of citizens can give their input together.

                                  4.    Identify other potential contacts .  During the discussions, ask for
                                       names  and telephone numbers of other persons who are interested in
                                       activities at the facility.

                                  5.    Gather information on past citizen participation activities  .
                                       Determine the interviewee's perceptions of past outreach activities by
                                       your organization.

                                  6.    Identify citizens' concerns about the facility .  When identifying
                                       concerns, consider the following factors:

                                       •     Threat to health ~ Do community residents believe their health
                                            is or has been affected by activities at the facility?

                                       •     Economic concerns - How does the facility affect the local
                                            economy and the economic well-being of community residents?

                                       •     Agency/Facility/Interest Group credibility ~ Does the public
                                            have confidence in the capabilities of the agency? What are the
                                            public's opinions of the facility owner/operator and involved
                                            environmental/public interest organizations

                                       •     Involvement ~ What groups or organizations in the community
                                            have shown an interest in the facility?  Is there a leader who has
                                            gained substantial local following? How have interested groups
                                            worked  with the agency or facility in the past? Have
                                            community concerns been considered in the past?

                                       •     Media ~ Have events at the facility received  substantial
                                            coverage by local, state, or national media? Do local residents
                                            believe that media coverage accurately reflects the nature and
                                            intensity of their concerns?

                                       •     Number affected ~ How many households or businesses
                                            perceive themselves as affected by the facility (adversely or

Chapter 5:  Public Involvement Activities                                                           Page 5-73

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
                                           positively)?

                                      Assess how citizens would like to be involved in the RCRA
                                      permitting or corrective action process . Briefly explain the RCRA
                                      public participation process and ask the interviewees how they would
                                      like to be involved and informed of progress made and future
                                      developments at the facility. Ask what is the best way to stay in
                                      contact with the interviewee.  Ask the interviewee to recommend
                                      convenient locations for setting up the information repository or
                                      holding public meetings. Keep a list of those who wish to be kept
                                      informed.
Community interviews should be conducted:

•    As part of a community assessment by facility owners who are
     applying for a permit, seeking a major permit modification, or
     beginning significant corrective action.

•    By the permitting agency to find out about community concerns at the
     outset of a major permitting or corrective action process.

•    Before revising a public participation strategy, because months, or
     perhaps years, may have elapsed since the first round of interviews,
     and community concerns may have changed.

As the level of community concern increases, so does the need to conduct
more extensive assessments.  If there has been a lot of interaction with the
community and interested parties, information on citizen concerns may be
current and active.  In such situations, it may be acceptable to conduct only
a few informal discussions in person or by telephone with selected,
informed individuals who clearly represent the community to verify,
update, or round out the information already available.


As stated above, community interviews are conducted to gather information
to develop an appropriate public participation plan  for the facility. A
mailing list may or may not be in place at the time interviews are
conducted.  If there is one, it can be used to  identify individuals to
interview. If one has not yet been established, the interviews themselves
can provide the basis  for the list.

Community interviews can be a valuable source of opinions, expectations,
and concerns regarding RCRA facilities and often provide insights and
views that are not presented in the media. In addition, these interviews
may lead to additional information sources.  The one-on-one dialogue that
takes place during community interviews provides the basis for building a
good working relationship, based on mutual trust, between the community
and other stakeholders.  Therefore, although its primary purpose is to gather
Chapter 5: Public Involvement Activities
                                                             Page 5-74

-------
                                 information, the community interview also serves as an important public
                                 outreach technique.

                                 The major disadvantages of community interviews are that they may be
                                 time-consuming and resource-intensive for your staff; they could cause
                                 unnecessary fear of the situation among the public; and, they are not very
                                 useful if you do not talk with the right people ~ the people who have not
                                 identified themselves as well as the more vocal ones who have.
Chapter 5: Public Involvement Activities                                                          Page 5-75

-------
                            Checklist for Community Interviews




           Determine number of interviews to be conducted:      	




           Determine dates for interviews:     	




           Identify team to conduct interviews:










           Identify individuals to interview




           	   Review facility background files for names of people who have expressed interest




           _   Identify community leaders to contact




           	   Identify city/state/county officials to contact




           Prepare interview questions




           Review background information available about the facility and community




           Set up interviews




           	   Confirm interviews by mail or phone




           Conduct interviews




           	   Ask for additional people to contact




           _   Gather information using prepared interview questions




           Follow-Up




           	   Follow-up interview with a thank you letter




           	   Notify the interviewee when the public participation strategy is available in the repository
Chapter 5: Public Involvement Activities                                                         Page 5-76

-------
Focus Groups

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
None.
Some organizations use focus groups as a way of gathering information on
community opinion.  The advertizing industry developed focus groups as an
alternative to expensive market research (which relies heavily on polling).
Focus groups are small discussion groups selected either to be random or to
approximate the demographics of the community. The group is usually led
by a trained moderator who draws out people's reactions to an issue.

Facility owners may want to consider focus groups as a complement to
interviews during the community assessment or at important activities
during the life of a facility.  The permitting agency may want to consider
focus groups to gauge public opinion before controversial permitting
activities or corrective actions.


Focus groups can be resource-intensive, depending on the number of groups
you convene.  This method will be more expensive if you need to provide
for a moderator, meeting space, or transportation.


To prepare for focus groups:

1.    Determine whether or not a focus group can help the process.
     Community interviews serve much the same purpose  as focus groups.
     Will gathering members of the community together provide more
     comfort? Will it be a more effective means of gauging public
     opinion?

2.    Select your focus groups.  Contact other stakeholders and
     community leaders to get input on who to include in your focus
     groups.

3.    Use community interview techniques to get input from the focus
     group. You can follow the guidance in "Community Interviews"
     above in this Chapter to learn about the types of questions to ask your
     focus groups.

4.    Use the information in forming a public participation plan.


Facility owners may want to use focus groups as a complement to
community interviews; permitting agencies may want to consider focus
groups in situations where there is a high degree of public interest in a
Chapter 5: Public Involvement Activities
                                                           Page 5-77

-------
                                 permitting activity.  Focus groups provide a quick means of feedback from
                                 a representative group and can be a good supplementary activity, especially
                                 if such group discussions will make some members of the public feel more
                                 comfortable.
Accompanying                ^se f°cus §rouPs as a complement to community interviews . You may
 .   .   . .                         want to hold a presentation or provide the groups with information such as
                                 fact sheets.
Advantages and               Focus groups allow you to get an in-depth reaction to permitting issues.
T .   .    .                        They can help to outline a public participation plan and give an indication
Limitations                     r.,     ,,     .,•   -,,     ,,     ,  •
                                 oi how the public will react to certain issues.

                                 The reactions of a focus group cannot, in all cases, be counted on to
                                 represent the greater community. Some people may perceive focus groups
                                 as an effort to manipulate the public.
Chapter 5: Public Involvement Activities                                                         Page 5-78

-------
                                  Checklist for Focus Groups




           Determine number of focus groups to be conducted:    	




           Determine dates for focus groups:  	
      _   Identify moderator to conduct focus groups:
           Identify individuals for focus groups




           	   Review facility background files for names of people who have expressed interest




           _   Identify community leaders to contact




           	   Identify city/state/county officials to contact




           Prepare discussion questions




           Review background information available about the facility and community




           Set up focus groups




           	   Confirm participation by mail or phone




           Conduct focus groups




           	   Ask for additional people to contact




           _   Gather information using prepared interview questions




           Follow-Up




           	   Follow-up interview with a thank you letter




           	   Notify the interviewee when the public participation plan is available	
Chapter 5: Public Involvement Activities                                                         Page 5-79

-------
Door-to-Door
Canvassing
Regulatory
Requirements
                                None.
Description of Activity
Level of Effort
How to Conduct the
Activity
Door-to-door canvassing is a way to collect and distribute information by
calling on community members individually and directly. Public interest
groups have long used such techniques, and they may also be useful for
facility owners as a way to gauge public interest during the community
assessment stage.  The permitting agency may consider using this technique
to interact with the community in situations where public interest is very
high, such as emergency cleanups, or in other situations where direct
contact with citizens is essential. See the section on "When to Use" below
for more details.

During these interactions, canvassers can field questions  about the
permitting activity, discuss concerns, and provide fact sheets or other
materials.  Some  citizens may want to find out more about the activity by
signing up for mailing lists or by attending an upcoming event.


Door-to-door canvassing is a very time-intensive activity because of the
number of staff needed to conduct the canvassing and the amount of time
you will need to plan for the canvassing.  Canvassers should travel  in pairs
in areas where there may be a lot of contention or in high crime areas.
Planning for the door-to-door canvassing will require at least a day. This
includes identifying the area to be canvassed, determining the amount of
staff needed, and notifying area residents. The amount of time spent
canvassing will depend on the size of the area to be canvassed.


A door-to-door canvass involves training staff to gather information,
answer questions, and to communicate with a possibly irate or suspicious
public.

Procedures to follow in preparing a door-to-door canvass include:

1.   Identify the area where canvassing is necessary or desirable.
     Determine the area where special information must be given or
     collected. This area may range from just a few streets to several
     neighborhoods. Determine if there is a need for a translator or
     materials in languages other than English. Also determine when it is
     likely that people will be at home; the canvassing may have to be
     conducted in the evening.
Chapter 5: Public Involvement Activities
                                                            Page 5-80

-------
                                  2.    If time permits, notify residents (e.g., by distributing a flyer) that
                                       canvassers will be calling door-to-door in the area.  Tell residents
                                       what time the canvassers will be in the neighborhood and explain the
                                       purpose of the canvassing program.  Advance notice will reduce the
                                       suspicions of residents and encourage their cooperation. Also, notify
                                       local officials so they are aware of the door-to-door canvassing.

                                  3.    Provide canvassers with the information they will need  to respond
                                       to questions. Residents will want to know what is happening at the
                                       facility and may have questions about possible health effects
                                       associated with various activities.  If appropriate, you should
                                       distinguish between the types of questions that a canvasser may
                                       answer (i.e., questions concerning the schedule of activity) and the
                                       types of questions that should be referred  to technical staff (e.g.,
                                       highly technical questions concerning hazardous waste or agency
                                       policies).  Provide canvassers with fact sheets or other written
                                       materials for distribution.

                                  4.    Canvass the designated area.   Note the  name, address, and
                                       telephone  number of residents requesting  more information. Note
                                       also the names of those who were especially helpful in giving
                                       information. Be prepared to tell residents when they will next be
                                       contacted  and how (i.e., by telephone, by  letter,  or in person).  All
                                       canvassers should have an official badge to identify themselves to
                                       residents.

                                  5.    Send a thank-you letter after the canvass to all residents in the
                                       canvassed area. If possible, provide information concerning recent
                                       developments and any results or pertinent information gathered by the
                                       canvass. Respond to special requests for information either in the
                                       thank-you letter or by telephone.
When to Use                   Door-to-door canvassing may be used:
                                            When there is a high level of concern about the site, but
                                            meetings cannot be scheduled;

                                            When there is a need to notify citizens about a certain event or
                                            an upcoming permitting issue;

                                            When you need to reach a specific group of people for a specific
                                            purpose, such as getting signatures to allow access to properties
                                            adjacent to the facility;

                                            When the community has a low literacy rate and written
                                            materials aren't useful;
Chapter 5:  Public Involvement Activities                                                           Page 5-81

-------
Accompanying
Activities
Advantages and
Limitations
                                           When the area consists of a population whose primary language
                                           is not English, but it is important to pass information to the area;
                                           and

                                           When there is an emergency situation that the community needs
                                           to know about.
Telephone contacts and community interviews may help to identify
appropriate areas for canvassing efforts. Canvassers should add to the
mailing list names of individuals who either requested additional
information or provided particularly useful information.


This activity involves face-to-face contact, thereby ensuring that citizens'
questions can be directly and individually answered. Canvassing
demonstrates a commitment to public participation, and is a very effective
means of gathering accurate, detailed information, while determining the
level of public concern.

This technique is very time-consuming and costly, even in a small area.
Furthermore, trained people that can  answer questions at the necessary
level of detail are often not available  for this  activity. This activity is not
recommended for the dissemination of information except in an emergency.
This high level of direct contact can raise more concerns rather than allay
them.

The safety and security of the canvassers also should be taken into account
when planning this activity. Additional staff may be need so that people
can work in teams to two or three; in extreme situations, security staff may
be necessary .
Chapter 5:  Public Involvement Activities
                                                             Page 5-82

-------
                           Checklist for Door-to-Door Canvassing

       	   Identify area where canvassing will be conducted

            _   Prepare maps for each team of canvassers

            	   Send a letter to residents announcing canvassing
                 	   Prepare mailing list using the city directory (section listing residences by street
                      address)
                 _   Prepare letter; coordinate internal review

            	   Determine security needs of canvassing team

       _   Prepare any information (i.e., fact sheets) that canvassing team may provide to interested
            residents

       _   Identify staff to conduct canvassing and have official badges made to identify them

       	   Brief staff on canvassing effort

            _   Provide staff with a copy of letter sent to residents

            	   Tell staff what kinds of questions they may answer and provide them with information
                 (i.e., questions concerning the schedule of activity)

            _   Tell staff what kinds of questions they should refer to a specialist (i.e., technical questions)

            	   Provide staff with prepared maps

       _   Canvass designated areas

            	   Note the name, address, and telephone number of residents requesting more information

       _   Send thank you letter to all residents in the canvassed area
Chapter 5:  Public Involvement Activities                                                           Page 5-83

-------
Public Comment
Periods

Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
Accompanying
Activities
Public comment periods are required whenever the permitting agency
issues a draft permit or an intent to deny a permit (§ 124.10). Comment
periods are also mandatory on requests for Class 2 and 3 permit
modifications under § 270.42, for agency-initiated modifications under §
270.41, and during closure and post-closure for interim status facilities
under §§ 265.112(d)(4) and 265.118(f).


A public comment period is a designated time period in which citizens can
formally review and comment on the agency's or facility's proposed course
of action or decision.  Comment periods for RCRA permits must be at least
45 days.


There is no  specific level of effort for a public comment period.  Estimates
of the time required to conduct activities associated with the public
comment period (public notice, public hearing, etc.) are found elsewhere in
this chapter. The time required to receive, organize, and determine how to
respond to comments will vary depending on the number of comments
received and the complexity of the proposed action (see the section on
"Response to Comments" earlier in this chapter).


Announce the public comment period in a local newspaper of general
circulation and on local radio stations. Public notices must provide the
beginning and ending dates of the public comment period and specify
where interested parties should send their comments and/or requests for a
public hearing.  Refer to the section about "Public Notices" earlier in this
chapter for further information.


A minimum 45-day public comment period is required for  RCRA permits,
including modifications to permits initiated by the agency as well as Class 2
and 3 modifications requested by the  facility.


Public comment periods cannot begin until notice of the permitting activity
is given.  RCRA requires that the agency conduct a  public hearing if
requested by a member of the public during the public comment period.
Announce the hearing through a public notice and through  a fact sheet, if
one is prepared in advance.  Public comment periods cannot begin until
notice is given.

Comments received during the public comment period must be discussed in
a written  response to comments .
Chapter 5: Public Involvement Activities
                                                           Page 5-84

-------
Advantages and              Public comment periods allow citizens to comment on agency and facility
T imitations                   proposals and to have their comments incorporated into the formal public
                                record.

                                However, public comment periods provide only indirect communication
                                between citizens and agency officials because, in some cases, the formal
                                responses to the comments may not be prepared for some time. Also, in
                                some cases, the agency may not individually respond to every comment. A
                                public participation program should provide other activities that allow
                                dialogue between agency officials and the community.
Chapter 5: Public Involvement Activities                                                        Page 5-85

-------
                         Checklist for Public Comment Periods

           Determine dates of public comment period (minimum of 45 days)

           Dates:  	
           Determine contact person within the agency who will answer citizens' questions regarding the
           public comment period

           Announce public comment period through a public notice

           If requested by a member of the public during the comment period, schedule a public hearing

           Document with a memo to the file any comments that were not received in written form
Chapter 5: Public Involvement Activities                                                      Page 5-86

-------
Unsolicited
Information and
Office Visits

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
None.
EPA encourages permitting agencies, public interest groups, and facility
owners/operators to seek input from interested citizens and other
stakeholders.  At times, this information may arrive in the form of phone
calls, letters, and meetings. While this type of information is not always
asked for, it can be helpful.

Citizens or  stakeholders from other groups may want to visit the agency's
office or the facility. In this situation, the visiting stakeholders will want to
meet with the person who works most directly with their concerns.


Depends entirely on the type of unsolicited information provided by the
public. Office visits will also command varying amounts of time.


Members of the public will come to the agency, the facility, or another
organization with information and requests. Public outreach staff should be
available for discussion and information when visitors come.

Unsolicited information can be very helpful.  First, it can provide  an idea of
the level of public concern over a facility.  Second, members of the public
often provide information that is essential to making good technical,
economic, and policy decisions. Local citizens often have the most
knowledge  and insight about the conditions of the land and the people
surrounding a facility.

If interested people come to the office, they should be received by a staff
member who can relate well with the public and knows the overall mission
of your organization.  If feasible, he or she should introduce the visitors to
members of the  staff who can discuss specific issues. Staff people should
listen to the citizens' concerns and provide feedback where possible.  They
should be candid when they do not know the answer to a question. They
should also be cordial, avoid jargon  and overly technical language, and try
to solve the visitor's problem.  (See  the section on "Informal Meetings
With Other Stakeholders" in this Chapter for more information).

If citizens send a letter or call by phone, the receiving organization should
respond as  soon as possible.  If the response will be delayed, a
representative of the organization should write a letter or call to explain.
Chapter 5: Public Involvement Activities
                                                            Page 5-87

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
                                 The receiving organization should consider all relevant comments as
                                 informal input into the permitting process and let citizens know how they
                                 can submit formal comments.
Unsolicited information is a constant in community participation. You can
improve (or maintain) the credibility of your organization by giving due
weight to citizens' concerns and by replying promptly to citizen input.


Fact sheets, project reports, and other mailings can answer questions or
reply to citizen inquiries. Offer to put concerned citizens on the  mailing
list.  Consider holding an availability session , open house, or informal
meetings if you detect a high level of public interest.


A good outreach program can increase your organization's credibility.
Unsolicited information can alert you to issues of high public concern and
allow you to identify involved groups in the community. Visitors to your
organization can get to know the staff, while the staff gains a better
understanding of the visitors' concerns.

Unsolicited information is, at best, a supplement to more formal
information-gathering. It may be misleading since it does not always
reflect the overall level of public concern.  Good handling of unsolicited
information takes good communication and cooperation within your
organization.
Chapter 5: Public Involvement Activities
                                                             Page 5-88

-------
                Checklist for Unsolicited Information and Office Visits

      For office visits:

      	   Appoint a member of your staff to act as a liaison for public visits

      _   The liaison should answer questions and introduce stakeholders to members of your organization
           who are involved in the issue

      	   Invite visitors to put their names on your mailing list

      _   Follow up quickly on any questions that you could not answer during the visit


      For phone calls and written requests:

      _   Keep a log of calls and letters from other stakeholders

      	   Respond quickly to questions; inform the questioner if your response will not be timely
Chapter 5: Public Involvement Activities                                                         Page 5-89

-------
Surveys and
Telephone Polls

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
None.
If public participation is to be a dialogue, citizens need ways to provide
feedback to facilities, public interest organizations, and permitting
agencies. Surveys and polls are designed to solicit specific types of
feedback from a targeted audience, such as public opinion about a
permitting activity, the effectiveness of public participation  activities, or
what could be done to improve distributed materials. Surveys may be
either oral or written; used in person or by mail; and distributed either to
specific segments of the community or to representative samples. We
discuss telephone polls in this section, but you may want to consider door-
to-door polling or other methods.

Facility owners may want to consider using surveys and polls during the
community assessment to gauge public sentiment about constructing or
expanding a facility, or as a complement to direct community interviews.
The permitting agency can use surveys and polls in a similar fashion,
especially during major projects and at facilities that raise controversy.  The
agency, public interest groups, and the facility owner may also want to use
surveys and polls to find  out if citizens are receiving enough information
about the RCRA  activity and are being reached by public notices or other
outreach methods.
On-paper surveys distributed at meetings or by mail are relatively easy and
inexpensive, aside from postage. Surveys done in person or by telephone
can be very time-consuming.


To prepare for surveys or telephone polls:

1.    Specify the information that you need to gather.   Construct
     specific questions to include in the survey or poll. For written
     surveys, consider which questions should be multiple choice or
     "check one box" ~ formats that people  are more likely to answer.
     Ensure that oral questions are not too long or confusing and be wary
     of the factors that can bias your surveying method (e.g., the wording
     of the question).

     Survey questions do not have to be highly detailed in every case.  You
     may use surveys to allow people to submit general  impressions after a
     meeting or a hearing.
Chapter 5: Public Involvement Activities
                                                            Page 5-90

-------
                                      Design the survey or poll.  For written surveys, you should leave
                                      plenty of room for people to write.  Give clear instructions and
                                      explain how you will be using the information.  Always include the
                                      name and number of a contact person.  Provide multi-lingual surveys
                                      where appropriate.  Follow these same guidelines for oral surveys and
                                      polls.  For oral surveys, you may want to provide a business card to
                                      the interviewee when your discussion is over

                                      Distribute the surveys and questionnaires.  As we mentioned
                                      earlier, you may distribute written surveys in person or via mail. You
                                      may also leave them for people to pick up after a meeting; or you may
                                      decide to distribute them by hand to peoples' homes.  If people will
                                      need to mail the survey, consider including pre-stamped, pre-
                                      addressed envelopes.

                                      If you are seeking out specific information, you may want to
                                      distribute the surveys to a representative sample of the community.  In
                                      some cases, you may want to do a "blanket" distribution to all homes
                                      and businesses within a certain distance of the facility.

                                      If you choose to do an oral  survey, follow the information in the
                                      section on "Community Interviews" earlier in this Chapter.

                                      For telephone polls, you will have to decide whom to call and whether
                                      you will address the poll to a random sample, a representative sample,
                                      or a targeted segment of the community.  If you are attempting one of
                                      the latter two options, you may want to contact community leaders
                                      and local officials to determine the demographics of the area.
When to Use                  ^se surveYs and telephone polls when:
                                      you are seeking specific information from a targeted community or
                                      audience; or

                                      you are trying to provide people with a means of giving anonymous
                                      feedback during the permitting process.
AcconiDanvins                Always include the name and number of a  contact person  on a survey or a
 .   .   . .                         questionnaire. Surveys and questionnaires can be useful for gathering
                                 general impressions about specific permitting activities or public
                                 participation events, such as availability sessions  or public hearings.
                                 They may also complement community interviews  by allowing people,
                                 who may have been uncomfortable or pressured during the interview, to
                                 submit anonymous thoughts and comments.
Advantages and               Written surveys and questionnaires are relatively inexpensive and simple
T .   .,  ,.                        ways to solicit information. They can provide feedback loops for many
Limitations                        ....      .. ...      ,           ,      ,            c _. U1    ...  :,
                                 permitting activities and some people may be more comfortable with the

Chapter 5: Public Involvement Activities                                                         Page 5-91

-------
                                 anonymity that written surveys can ensure. Oral surveys and polls allow
                                 you to interact directly with members of the public and to solicit their
                                 immediate feedback on permitting issues.

                                 Surveys conducted in-person can be very time-consuming and expensive.
                                 Written surveys may not present viewpoints that are representative of the
                                 community because people who fill out the surveys tend to have stronger
                                 feelings in favor, or against, the proposed activity.  Surveys conducted by
                                 mail have the additional weaknesses of undependable response rates and
                                 questionable response quality.
Chapter 5:  Public Involvement Activities                                                           Page 5-92

-------
                        Checklist for Surveys and Telephone Polls

      _   Determine what type of information is needed

      	   Determine what format will work best for gathering the information


      Written surveys:

      	   Determine if you will need to provide the survey in a multilingual format or you will need to
           provide for other special communication needs in the community (e.g., persons who are illiterate)

      _   Prepare interview questions

      	   Design the survey sheet; leave adequate writing room and make sure the instructions are clear and
           easy to understand

      _   Provide the name of a contact person on the survey

      	   Decide how you will distribute the survey, based on the public participation plan, community
           interviews, and background information on the facility and the community


      Telephone polls or an oral surveys:

      	   Identify a team to conduct the survey or the telephone poll
      _   Identify how you will target the polling group

      	   Consult a polling firm or a consultant if you are conducting your survey with a representative
           sample

      	   Determine if you need to conduct a multilingual poll or survey and whether there are other special
           communication needs in the community (e.g., persons who are hearing impaired)

      _   Prepare the questions for the poll or survey

      	   Write a script you can use to give background information to people before the questions

      _   When you conduct the survey, provide the name of a contact person, either over the phone, or by
           handing out business cards in person
Chapter 5: Public Involvement Activities                                                         Page 5-93

-------
Contact
Persons/Offices

Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
EPA regulations require the permitting agency to designate a contact office
in most public notices.  This requirement applies to draft permits, notices of
intent to deny a permit, and modifications initiated by the permitting
agency (§§ 124.10(d) and 270.41), as well as to the notice of application
submittal (§ 124.32(b)).  In these cases, the permitting agency will also
provide a contact for the permit applicant. When a permit applicant holds a
pre-application meeting under § 124.31, the applicant must provide public
notice that includes a contact person for the facility. Similarly, the facility
must provide public notice, including a contact at the agency and the
facility, when requesting a Class 2 or 3 permit modification (§ 270.42 (b)
and (c)).  Permitting agencies must also provide contacts and telephone
numbers (for the facility and the agency) during the trial burn stage at
permitted and interim status combustion facilities (§ 270.62(b) and (d);
270.66(d)(3) and (g)).


The contact person is a designated staff member who  is responsible for
responding to questions and inquiries from the public  and the media. Some
organizations may want to consider distributing lists of contact persons who
are responsible for answering questions in certain topic  areas.


The amount of time that the contact person spends responding to citizen
concerns and questions will depend on the level of community interest in a
facility's permit or corrective action activities. A contact person may spend
a few hours a day responding to citizen inquiries if there is high to
moderate interest in the facility's RCRA activities.
For each permit or corrective action, designate a contact who will respond
to citizens' requests for information, answer their questions, and address
their concerns on any aspect of the permit or cleanup process. Although
permitting agencies are only required to designate a contact office,
specifying a person and keeping the same person as the contact throughout
the process may engender more public trust and confidence.

When a contact person is assigned:

1.   Send out a news release announcing the contact person to all local
     newspapers, radio stations, and television stations. Include the
     contact person's telephone number and mailing address in all news
     releases, fact sheets, and mailings. Include in publications a self-
     mailer, which can be a separate flyer or a designated cut-a-way
     section of the fact sheet that is addressed to the contact person and
     leaves room for interested people to request more information or
Chapter 5:  Public Involvement Activities
                                                             Page 5-94

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
     write their comments.

2.    Give the name, address, and phone number of the contact person
     to all involved staff in your organization and other stakeholders.
     Let staff members know that the contact person may be approached
     for information and that your staff should coordinate the release of
     information with the contact person.  Inform other stakeholders that
     the contact person will be available for questions and information-
     sharing.

3.    Keep a log book of all citizen requests and comments received by the
     contact person, and how each one was handled.  This will help to
     assure that incoming requests are not filed and forgotten.  This log
     book also provides another record of issues and concerns.


A contact person should be designated for every facility at the outset of the
RCRA process.


Designation of the contact person should be announced in  news releases
and fact sheets, and public notices.  The contact person also should be
responsible for making sure that the facility's  information repository , if
required, is kept up-to-date.


A contact person can assure citizens that your organization is actively
listening to their concerns and can provide the community with consistent
information from a reliable source.

The contact person may not have the authority to resolve all of the concerns
raised by citizens and other stakeholders; his or her role may be limited to
providing information and facilitating communication between your staff,
citizens, and other stakeholders.  If, for any reason, the identity of the
contact person changes, it is important to inform the community, media
contacts, and other stakeholders about this change quickly. You should
designate a replacement as soon as possible.
Chapter 5: Public Involvement Activities
                                                             Page 5-95

-------
                               Checklist for Contact Persons




            Designate a contact person for the facility:
            Notify media of the name, mailing address, and phone number of the contact person




            Inform your staff and other stakeholders who are involved with the facility




            Have contact person maintain a log book of all stakeholder requests and comments received
Chapter 5: Public Involvement Activities                                                        Page 5-96

-------
Telephone Contacts

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
Accompanying
Activities
None.
Advantages and
Telephone contacts can be used to gather information about the community
and to update State and local officials and other interested parties on the
status of permitting or corrective action activities. See the section on
"Surveys and Telephone Polls" earlier in this Chapter for related activities.


Telephone contacts can be a time-intensive activity, depending on the
nature of the call.  Allow several hours per call when gathering
information.
In making telephone contacts:

1.   Know exactly what information to request or give out.  Plan
     carefully what you want to say or what information you would like to
     obtain from these individuals. Refer to the section on "Community
     Interviews" earlier in this chapter for information on how to conduct
     these interviews.

2.   Conduct telephone calls and take notes for your files.
Telephone contacts may be used:

     •    In the early stages of the RCRA actions to identify key officials,
          citizens, and  other stakeholders who have a high interest in the
          facility;

     •    To gather information when face-to-face community interviews
          are not possible;

     •    When new and time-sensitive material becomes available; and

     •    When there is a high level of community interest in the facility,
          and it is important to keep key players informed.
Telephone contacts are usually made to arrange or conduct community
interviews, develop  mailing lists and arrange for other public participation
activities such as news briefings, informal meetings , and presentations.


Telephone calls can be an inexpensive and expedient method of acquiring
Chapter 5: Public Involvement Activities
                                                           Page 5-97

-------
Limitations                     initial information about the facility.  Once the initial information has been
                                  gathered, telephone contacts are a quick means of informing key people
                                  about facility activities and for monitoring any shifts in community
                                  concerns.

                                  Residents initially may feel uncomfortable discussing their concerns and
                                  perceptions over the telephone with a stranger. Once residents have met
                                  your staff in person, however, they may be more open and willing to
                                  discuss their concerns during follow-up telephone calls.
Chapter 5:  Public Involvement Activities                                                           Page 5-98

-------
                              Checklist for Telephone Contacts




       Initial telephone contacts:




       _   Identify individuals to contact:




            	   State officials




            _   Local officials




            	   Regulatory agency officials




            _   Concerned citizens




            _   Media




            _   Environmental groups, civic organizations, public interest groups




       	   Prepare information to discuss on telephone




            _   Prepare questions for individuals to answer




            	   Prepare information that you can give them




       _   Keep a log book of information received/given






       On-going contacts:




       _   Maintain up-to-date telephone contact list




       	   Prepare information to discuss on telephone before each set of calls
Chapter 5: Public Involvement Activities                                                         Page 5-99

-------
Telephone Hotlines

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
None.
A hotline is a toll-free (or local) telephone number people can call to ask
questions and obtain information promptly about RCRA activities. Some
hotlines allow people to order documents.


The amount of time spent on the telephone hotline responding to citizen
concerns and questions will depend on the level of concern the community
has regarding the facility's permit or corrective action activities. You may
spend several hours a day responding to inquiries if there is high to
moderate interest in the facility's RCRA activities.
To install a telephone hotline, either as a semi-permanent fixture (available
throughout the permit review or corrective action process) or as a
temporary measure (installed at the time of major community feedback,
such as the public comment period):

1.    Assign one or more staff members to handle the hotline calls.
     Consider installing more than one line to minimize busy signals.  If
     staff are not available throughout the day, install an answering
     machine directing people to leave their name, number, and brief
     statement of concern, and informing them that someone in your
     organization will return their call promptly. If a voice mail system is
     available, provide information on commonly requested information
     such as meeting dates and locations and the permit status.  Check the
     answering machine for messages at least once a day.  If the level of
     concern is high, check for messages more frequently.

2.    Announce the telephone hotline  in news releases to local
     newspapers, radio stations, and television stations, and in fact sheets,
     publications, and public notices.

3.    Keep a record of each question , when it was received, from whom,
     and how and when it was answered.  All questions and inquiries
     should be responded to promptly (within 24 hours) if an answer
     cannot be given immediately. Be diligent in following up requests for
     information and tracking down accurate, direct responses.


A telephone hotline may be used:

     •    When community interest or concern is moderate to high;
Chapter 5: Public Involvement Activities
                                                           Page 5-100

-------
                                            When emergencies or unexpected events occur, or when a
                                            situation is changing rapidly;

                                            When there is a high potential for complaints (e.g., about dust or
                                            noise);

                                            Where literacy rates are low and written information must be
                                            supplemented; and

                                            Where the community is isolated and has little opportunity for
                                            face-to-face contact with project  staff (e.g., rural areas, areas far
                                            from Regional offices).
Accompanying                The hotline can supplement all other public participation activities.
Activities
Advantages and              A hotline can provide interested people with a relatively quick means of
T imitations                   expressing their concerns directly to your organization and getting their
                                 questions answered. This quick response can help reassure callers that their
                                 concerns are heard. A telephone hotline also can help monitor community
                                 concerns. A sudden increase in calls could indicate that additional public
                                 participation efforts may be warranted.

                                 You must respond quickly to questions or concerns; otherwise callers may
                                 become frustrated.  If the number of calls is large, responding quickly to
                                 each inquiry could prove burdensome to your staff. Furthermore, dialing a
                                 hotline number and receiving a recorded message could irritate or alienate
                                 some members of the public.
Chapter 5:  Public Involvement Activities                                                         Page 5-101

-------
                              Checklist for Telephone Hotlines




       	   Determine need for telephone hotline




       _   Identify staff responsible for answering calls




            	   Have staff maintain a log of all calls and responses




       	   Install telephone hotlines/answering machines




       	   Notify interested people about the hotline




            _   Public notice




            	   Fact sheet




            	   Mailing to facility mailing list




       	   Coordinate staffing of hotline




       _   Follow-up on calls to hotline
Chapter 5: Public Involvement Activities                                                         Page 5-102

-------
On-Scene
Information  Offices
Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
                                None.
An on-scene information office is a trailer, small building, or office space
on or near the facility site, depending on what is more convenient and
accessible for the affected community. The office is staffed by a full-time
or part-time person(s) who responds to inquiries and prepares information
releases.
An on-scene information office is a time-intensive activity.  You may have
staff in the office up to 40 hours a week.  Short Cut: Hire a contractor to
staff the office; however, always ensure that a representative is there for
some specified period during the week.


To provide an on-scene information office:

1.    Establish the office.  You may have to rent a trailer, arrange with the
     owner of the facility to designate  space in the facility, or rent office
     space in a town to be used as an office and launching area. If you will
     be establishing the office off-site, then you should find an area in the
     vicinity of the facility or in the nearest town or village.

2.    Install a telephone and an answering machine to respond to inquiries
     and publicize the number in local newspapers and your public
     participation publications.

3.    Assign someone to staff the office.  Establish regular hours,
     including some during the weekend and weekday evenings.  Publicize
     the trailer's hours and the services it offers.

4.    Equip the office with the same materials normally contained in an
     information repository, if possible.  At a minimum, include key
     documents and summaries of other documents that are not available.
     Provide a copy machine so that the public can make copies of
     documents in the information repository.


An on-scene information office may be used:

     •    When community interest or concern is high;
Chapter 5: Public Involvement Activities
                                                          Page 5-103

-------
Accompanying
Activities
Advantages and
Limitations
     •    During corrective actions;

     •    When cleanup involves complex technologies or processes;

     •    When the community perceives a high level of risk to health;

     •    When activities may disrupt the area surrounding the facility
          (e.g., traffic patterns); and

     •    When the area near the facility is densely populated.


The on-scene staff person can conduct meetings and  question and answer
sessions to inform citizens about the status of the corrective actions or other
facility operations. Staff may also prepare and distribute fact sheets and
newsletters  to local residents, conduct facility tours, and support the
telephone hotline.  With the  telephone contacts they make, they can add
to and update mailing lists  and revise public participation plans .  An on-
scene information office may  also be a good location for the   information
repository.

Individuals staffing an on-scene information office for an extended period
of time will necessarily have a special role in the community. Involvement
in other public participation activities may represent a large part of their
function. In addition to distributing information to local residents, on-site
staff may be responsible for maintaining data bases of residents' addresses,
the status of access to property, and a daily log of inquiries. It is important
that on-site staff monitor public perceptions and concerns daily. On-scene
staff often can make useful recommendations regarding stakeholder
concerns.  Finally and perhaps most importantly, on-site staff members will
frequently serve as a liaison with the public.


An on-scene information office can be an  effective activity for ensuring
that other stakeholders are adequately informed about  permitting activities
and that their concerns are addressed immediately.

An information office can be very expensive since it requires, at a
minimum, a part-time staff person and a telephone.  Hence, it should be
used only when community concerns are currently high or may be high in
the future.
Chapter 5:  Public Involvement Activities
                                                             Page 5-104

-------
                        Checklist for On-Scene Information Offices

       	   Determine need for an on-scene information office

       	   Identify staff to work in information office

       	   Rent a trailer or office space for the information office

       _   Equip the office with a telephone, office equipment (i.e., copier), and all materials contained in
            an information repository.

       	   Notify interested people of availability of on-scene information office

            	   Public Notice

            	   Fact sheet

            	   Mailing to facility mailing list

       	   Maintain on-scene information office

            _   Have  staff conduct the following:

                      	 Maintain the mailing list
                      	 Review media coverage
                      _ Respond to calls from citizens and stakeholder groups
Chapter 5: Public Involvement Activities                                                         Page 5-105

-------
Question and
Answer Sessions

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
Accompanying
Activities
None.
A question and answer session makes knowledgeable staff available to
stakeholders to discuss permitting and corrective action issues. Question
and answer sessions typically accompany a presentation, briefing, or
meeting.  Anyone at the event who needs more information will have the
opportunity to speak with officials after the event. These sessions can be
informal or formal.
Answering questions will add a small amount of staff time to other public
participation activities.


To conduct a question and answer session:

1.   Announce that someone will be available for questions after the
     event.  Pick an area where people can meet a knowledgeable staff
     person for questions and answers.

2.   Be responsive, candid, and clear.  Ensure that all questions are
     answered. If staff cannot answer the question on the spot, they should
     not be afraid to say "I don't know" and offer to answer the question
     after getting more information.  The staffer should write down the
     question, discuss it with other staff, and respond - as soon as possible
     - by phone or letter.  Try to avoid using jargon that people will not
     understand.

3.   Consider brainstorming ahead of time to develop potential
     questions and to prepare responses.


Question and answer sessions are appropriate whenever people at an event
need more information or the presenting organization needs  more feedback.
Question and answer sessions are also appropriate when people may feel
more comfortable asking questions in a one-on-one situation. If a
particular issue, raised by one person at a meeting, is preventing other
issues from making the floor at a meeting, you may want to  offer to discuss
the issue one-on-one after the meeting.


Hold question and answer sessions after  exhibits, presentations, meetings,
facility tours, or on  observation decks .  Some events, such as open
Chapter 5: Public Involvement Activities
                                                          Page 5-106

-------
                                 houses, have built-in question and answer sessions. In responding to
                                 inquiries, you may want to provide written information, such as  fact sheets,
                                 or refer the questioner to a contact person .
Advantages and              Question and answer sessions provide direct communication between your
T .   .    .                        organization and citizens. They are a useful, easy, and inexpensive way of
Limitations                        ...                 ,    '.    •     •  c    ,   ^ •     Z
                                 providing one-on-one explanations in an informal setting.  One-on-one
                                 discussions may attract people who are intimidated from raising issues
                                 during a meeting. Such interactions may also increase  public comfort and
                                 trust in your organization.

                                 Citizens may not be pleased if you cannot answer a question on the spot;
                                 they will certainly not be pleased if your response is slow. Be sure to
                                 respond to all unanswered questions as soon as you can.
Chapter 5:  Public Involvement Activities                                                         Page 5-107

-------
                      Checklist for Question and Answer Sessions

           Brainstorm potential questions and prepare responses

           If you are planning a Q&A session after a meeting or other event, let people know where it will
           be held by mentioning it during the meeting

           Be candid and avoid jargon in your answers. If you cannot answer a question, take the
           questioner's phone number or address and respond to the question as soon as you can.	
Chapter 5: Public Involvement Activities                                                      Page 5-108

-------
Information Tables

Regulatory
Requirements

Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
None.
Information tables are simple public participation tools that you can use to
interact with interested stakeholders. An information table consists of a
table or booth set up at a meeting, hearing, or other event (e.g., a
community fair or civic gathering). It is staffed by at least one member of
your organization who is available to answer questions. Pamphlets, fact
sheets, and brochures are available on the table, along with a sign-up sheet
for interested people to add their names to the facility mailing list.


This activity is time-intensive, with at least one staff person staying at the
table during the entire event. The information table is less of a drain on
other resources since the materials should already be available.


To prepare for an information table:

1.    Learn from community interviews which local events are most
     frequented by citizens during the year.

2.    Decide whether the table will be sufficient to  address community
     concerns. The information table may  not be effective in highly-
     charged environments.

3.    Set up the table.  Include important fact sheets, answers to common
     questions, general descriptions of the RCRA program, contact names,
     and hotline numbers.  Allow people to  sign up for the facility mailing
     list.  Use exhibits if appropriate.


Use information tables when:

•    You need to provide a feedback loop after a public event;

•    The RCRA activity has raised significant public interest or technical
     issues may raise many questions among the public;

•    You are gathering names for the facility mailing list;

•    A local event, where tables are available, will attract a significant
     portion of the community.


Information tables may be useful in connection with a public hearing or
Chapter 5: Public Involvement Activities
                                                           Page 5-109

-------
Accompanying
Activities
Advantages and
Limitations
meeting. EPA recommends using information tables as part of availability
sessions and open houses. Fact sheets, newsletters, project reports  and
other information should be available at the table. People who come to the
table should have the opportunity to sign up for the  mailing list. Exhibits
and diagrams can be helpful for explaining the process or technical issues.
Provide the name of a  contact person  (or a list of contact people) for
interested people to take with them. Information tables provide a good
opportunity to distribute questionnaires and surveys.


An information table can provide a feedback loop that complements other
events in the permitting process. Information tables at availability sessions
and open houses  can provide a comfortable way for people to approach
project staff and ask questions.  At county fairs or other events, they allow
project staff to interact with the community and spread information about
important permitting activities.

People who approach the information table may ask questions that staff
cannot answer. To avoid any negative reactions, staff should record the
question and contact the person with an answer by a certain date.
Chapter 5: Public Involvement Activities
                                                            Page 5-110

-------
                              Checklist for Information Tables




      (As appropriate):




      	   Determine a location for the information table




           _   Facility name, location  	
           	    Contact person at location
      _   Confirm availability of location for information tables




      	   Discuss guidelines for information tables with the event planner




      _   Assign staff to cover the information table




      	   Collect materials for the information table




           _    Table and chairs




           	    Table skirt




           _    A sign that identifies your organization




           	    Exhibits, time-lines, surveys




           	    Mailing list sign-up sheet




           	    Name tags for your staff




           _    Pens and notepads




           	    Fact sheets, reports, pamphlets, and other documents that people can take




           _    Business cards with the name of a contact person at your organization




           	    Reference documents for your use




      _   Keep a record of comments and questions for your files
ChapterS: Public Involvement Activities                                                         Page 5-111

-------
Informal Meetings
with Other
Stakeholders

Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
None.  (This type of informal meeting is distinct from the pre-application
meeting required under § 124.31 (and discussed under "Public Meetings" in
this Chapter) which EPA has stated should be an informal discussion open
to the public).


Informal meetings are meetings your organization holds with individual
stakeholder groups that have particular interest in a permitting activity.
These meetings are held in an informal setting, such as a resident's home or
a local meeting place. Informal meetings allow interested citizens and
local officials to discuss issues and concerns. Staff responsible for the
facility receive first-hand information from interested community
members, special interest groups, and elected officials, while citizens have
the opportunity to  ask questions and explore topics of interest regarding the
facility in question.

Public meetings,  which are distinct from  public hearings, are a special
form of informal meetings where the entire community can participate.
Public meetings allow all interested parties to discuss issues regarding the
facility with each other as well as the regulatory agency. Public meetings
can be especially useful for allowing discussion before a public hearing and
can be scheduled immediately before the hearing. Comments made during
a public meeting do  not become part of the official administrative record as
they do during a hearing. (See the sections on "Public Meetings" and
"Public Hearings" in this Chapter for more details.)


An informal meeting will take two to three days to plan and conduct.  This
includes about three hours to set up and schedule the meeting, five hours
for preparation, four hours to conduct the meeting, and four hours to follow
up on any issues raised during the meeting.


To conduct informal meetings:

1.   Identify interested citizens and officials.  Contact each group and
     local agency that is directly affected by the facility, or contact
     individuals who have expressed concern regarding the facility.
     Interested citizen/public interest groups may also want to contact the
     agency or the facility to set up a meeting. Offer to discuss the permit
     or corrective action plans at a convenient time, taking into
     consideration the following elements that will affect levels of
     community interest and concern: for facilities at which emergency
Chapter 5: Public Involvement Activities
                                                            Page 5-112

-------
                                       actions are required, schedule the meeting after the agency has
                                       accurate information to share with the participants; for a corrective
                                       action, determine first when community concerns may be highest and
                                       schedule meetings accordingly. For instance, it may be appropriate to
                                       hold an informal meeting when the risk assessment report is released.
                                       Holding informal meetings early in the permit process can help
                                       prevent potentially volatile situations from developing by providing
                                       citizens with one-on-one attention.

                                 2.    Limit attendance.   To increase effectiveness, restrict attendance to
                                       between five and 20 individuals or specify attendance by invitation
                                       only.  The larger the group, the less likely it is that some people will
                                       candidly express their concerns. It is difficult to establish rapport
                                       with individuals in a large group.  If a greater number of stakeholders
                                       are interested, you should schedule additional small meetings. If a
                                       greater number of participants appears than are expected at an
                                       informal meeting, divide the group into smaller groups to allow more
                                       one-on-one discussion to take place.

                                 3.    Select a meeting date, time, and place convenient to attendants.
                                       The meeting place should have chairs that can be arranged into a
                                       circle, or some other informal setting conducive to two-way
                                       communication. A private home, public library meeting room,
                                       community center, or church hall may be more likely to promote an
                                       exchange of ideas than a large or formal public hall. When
                                       scheduling the meeting, make sure that the date and time do not
                                       conflict with other public meetings that citizens may want to attend,
                                       such as town council meetings, or with holidays or other special
                                       occasions. Permitting agencies should be sure that the meeting
                                       location does not conflict with state "sunshine laws."  In selecting a
                                       public meeting place, be attentive to the  special needs of handicapped
                                       individuals (e.g., access ramps or elevators).  Be aware that meetings
                                       will frequently have to be scheduled during evening hours to
                                       accommodate work schedules.

                                 4.    Begin the meeting with a brief overview.   This short presentation
                                       should include a summary of the permit review schedule and how
                                       stakeholders can be involved in the decision.  These opening remarks
                                       should be kept brief and informal (no more than a few minutes) to
                                       allow maximum opportunity for open discussion with meeting
                                       attenders. Cover whatever topics the public is interested in
                                       discussing, these may include:

                                       •     Extent of the activity;

                                       •     Safety and health implications;

                                       •     Factors that might speed up or delay the regulatory and technical
                                            process; and
ChapterS:  Public Involvement Activities                                                         Page 5-113

-------
                                      •    How community concerns are considered in making decisions
                                           on permits and corrective actions.

                                 5.    Identify the regulatory decision-makers (major agencies and
                                      individuals responsible for enacting and enforcing RCRA
                                      regulations.) Citizens and other stakeholders will then know where to
                                      direct further questions or voice new ideas or suggestions.

                                 6.    Gear the discussion to the audience.  Be sensitive to the level of
                                      familiarity that the citizens have with the  more technical aspects of
                                      the activities discussed.

                                 7.    Listen and take notes. Find out what the meeting attendees want
                                      done. Some concerns may be addressed by making minor changes in
                                      a proposed action. Discuss the  possibility for accommodating these
                                      concerns or explain the reasons why citizen requests appear to be
                                      unworkable or conflict with program or legal requirements.

                                 8.    Promptly follow-up on any major concerns.   Stay in touch with the
                                      groups and contact any new groups that have formed, so that new or
                                      increasing concerns can be dealt with before problems develop.

                                 9.    Write up brief minutes for your files.
When to Use                  Informal meetings can be used:
                                           When there is widely varying level of knowledge among
                                           community members;

                                           When the level of tension is high and large meetings may not be
                                           appropriate;

                                           When the community needs more personal contact to have trust
                                           in your organization or the process;

                                           When groups want to discuss specific issues in which the
                                           community as  a whole isn't interested.
Accompanying               Community interviews or calls to telephone contacts usually precede
A rtivitipQ                      these meetings, since it is during these interviews that concerned citizens
                                 groups are identified and contacted. Possible meeting locations also can be
                                 identified during the community interviews.

                                 Distributing fact sheets at these meetings also may be appropriate,
                                 depending on when they are held.
Advantages and              The primary benefit of informal meetings is that they allow two-way
                                 interaction between citizens, local officials, the permitting agency, and the


ChapterS:  Public Involvement Activities                                                         Page 5-114

-------
Limitations                    facility. Not only will citizens be informed about the developments, but the
                                  facility owner/operator and officials responsible for the site can learn how
                                  citizens view the site.

                                  Informal meetings also add a personal dimension to what might otherwise
                                  be treated as a purely technical problem. Informal meetings offer citizens,
                                  facility staff, and officials a chance to increase their familiarity with how
                                  the process works, increase awareness of each other's point of view, and
                                  actively promote public participation. Informal meetings also may diffuse
                                  any tension between stakeholders.

                                  Some groups may perceive your efforts to restrict the number of attenders
                                  as a "divide and conquer" tactic to prevent large groups from exerting
                                  influence on potential actions and to exclude certain individuals or groups.
                                  One way to prevent this perception is to hold informal meetings with those
                                  organizations who express concern about being left out of the process.

                                  Irate groups or individuals also may accuse your staff of telling different
                                  stories to different groups at these small meetings. You can avoid this
                                  criticism by inviting a cross-section of interests to each small meeting or by
                                  having a large public meeting. Alternatively, you can keep a written record
                                  of the informal discussions and make it available upon request or include it
                                  in the information repository.  A record of discussions is required for any
                                  legally-required meetings held during the public comment period.
ChapterS: Public Involvement Activities                                                          Page 5-115

-------
               Checklist for Informal Meetings with Other Stakeholders

       	    Determine purpose of meeting

            	    Determine number of attenders:  	

       	    Determine location(s) for meeting (complete for each available facility)

            _    Facility name, location  	

            	    Contact person at facility 	

                 Phone number	
            	    Occupancy size
            _    Handicap accessibility
            	    Features:
                      	Restrooms
                      _Public telephones
                      _Adequate parking

       	    Determine date, time of meeting:

                 Date:	
                 Time:
       _    Identify interested citizens and officials

            	    Contact citizen groups, invite a representative to the meeting

       _    Prepare meeting agenda

            	    Overview of project

            _    Identify decision-makers

            	    Allow time for discussion, question/answers

       _    Follow-up
ChapterS: Public Involvement Activities                                                       Page 5-116

-------
Public Meetings

Regulatory
Requirements
Description of Activity
Level of Effort
The pre-application meeting that a permit applicant is required to conduct
under § 124.31 is a type of public meeting, though it need not be restricted
to the type of meetings described in this section. In some cases, different
meeting formats will fulfill the requirements (see "The Pre-Application
Meeting" in Chapter 3).  Permit holders are also required to hold public
meetings when requesting a class 2 or 3 permit modification under §
270.42(b) or (c).


Public meetings are not public hearings . Public hearings are regulatory
requirements that provide a formal opportunity for the public to present
comments and oral testimony on a proposed agency action. Public
meetings, on the other hand, are less formal: anyone can attend, there are
no formal time limits on statements, and the permitting agency and/or the
facility usually answers questions. The purpose of the meeting is to share
information and discuss issues, not to make decisions. Due to their
openness and flexibility, public meetings are preferable to hearings as a
forum for discussing complex or detailed issues.

Public meetings sometimes complement public hearings. Public meetings
can be especially useful for allowing discussion before a public hearing and
can be scheduled immediately before the hearing ( workshops, see below,
can also fulfill this need). Comments made during a public meeting do  not
become part of the official administrative record as they do during a
hearing. Public meetings provide two-way  communication, with
community members asking questions and the permitting agency providing
responses.  Unlike the  activity in the section above ("Informal Meetings
with Other  Stakeholders"), public meetings are open to everyone.

While public meetings are usually called and conducted by the permitting
agency (e.g., before public hearings) or the  facility (e.g., during permit
modification procedures), it is common for civic, environmental, and
community organizations to hold public meetings where ideas can be
discussed freely.

EPA's regulations require several specific public meetings. Section  124.31
calls on prospective permit applicants to announce and hold an informal
public meeting prior to submitting a permit application.  The permitting
agency is not required to attend the meeting. See Chapter 3 for more
information about the pre-application meeting. Permittees are required to
hold public meetings when requesting a class 2 or 3 modification under §
270.42.


While a public meeting should require less planning than a public hearing,
it may take several days to a week to arrange the location and logistics.  See
Chapter 5:  Public Involvement Activities
                                                            Page 5-117

-------
                                 the "Public Notice" section above in this chapter to determine the resources
                                 you will need to announce the meeting. Other activities include preparing
                                 and copying materials for distribution. You may be able to distribute some
                                 of the same materials at the meeting and the public hearing (if applicable).
How to Conduct the          ^° ^°^ a Pu^nc meeting, you will follow many of the same steps as for a
 .    .  .                          public hearing (see Chapter 3 for specific guidance regarding pre-
        ^                        application meetings under § 124.31):

                                 1.    Anticipate the audience and the issues of concern.  Identify the
                                       audience's objectives, expectations, and desired results. With this
                                       information you will know what topics to spend time on and what
                                       materials and exhibits to provide.  If a part of your audience does not
                                       speak English, arrange for a translator.

                                 2.    Schedule the meeting location and time so that citizens (particularly
                                       handicapped individuals) have easy access.  Ensure the availability of
                                       sufficient seating, microphones, lighting, and recorders.  Hold the
                                       meeting at a time and place that will accommodate the majority of
                                       concerned citizens.

                                 3.    Announce the meeting at least 30 days before the meeting date.
                                       Provide notice of the hearing in local newspapers, broadcast media,
                                       signs, and mailings to interested citizens (you can find requirements
                                       for pre-application meetings in § 124.31(d)). Choose communication
                                       methods that will give all segments of the community an equal
                                       opportunity to participate. Use multilingual notices where
                                       appropriate. Make follow-up phone calls to interested parties to
                                       ensure that the notice has been received. Provide the name of a
                                       contact person.

                                 4.    Make relevant documents available for public review.   If you are a
                                       permittee requesting a class 2 or 3 permit modification, you must
                                       place a copy of the modification request and supporting documents in
                                       a location that is publicly accessible and in the vicinity of the facility
                                       (see § 270.42(b)(3) and (c)(3)). Announce the location in the public
                                       notice for the meeting.  For other public meetings, you should
                                       consider making important documents available prior to the meeting.

                                 5.    Provide an opportunity for people to submit written questions
                                       and comments. Not all individuals will want, or be able, to attend
                                       the meeting. Announce in public notices and mailings that written
                                       comments and questions can be submitted to the contact person. You
                                       may want to raise some of these written comments and questions at
                                       the public meeting.

                                 6.    Post a sign-up sheet so that attendees can voluntarily provide their
                                       names and addresses. If you are a permit applicant holding a pre-
                                       application meeting under §  124.31, you can use this sheet to produce

ChapterS:  Public Involvement Activities                                                          Page 5-118

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
     and submit an attendee list as part of your part B application (as
     required under § 124.31© and § 270.14(b)(22)). The permitting
     agency will use the attendee list to help generate the facility mailing
     list.

7.   Take notes about the major issues of concern and  prepare a
     summary of all oral and written comments.  If you are a permit
     applicant holding a pre-application meeting under § 124.31, you must
     submit a summary of the meeting as part of your part B permit
     application (as required under § 124.31© and § 270.14(b)(22)).  For
     other public meetings, you should make a summary available for
     public review and announce where it is available.


Some permitting agencies have had success in holding public meetings
prior to a public hearing. Public hearings are often "staged" events with
little opportunity for new input or discussion.  Some participants have
criticized them as opportunities for grandstanding.  Public meetings, on the
other hand, allow interested  parties to ask questions and raise issues in an
informal setting. A public meeting can provide a useful means of two-way
communication at any significant stage during the permitting or corrective
action process.

If you are a permit applicant required to hold a pre-application meeting
under § 124.31, the public meeting format is one option you can use.  Refer
to the discussion in Chapter  3 for more information.


Provide public notice of the meeting and designate a contact person.
Fact sheets and exhibits can inform people about permitting issues at
public meetings. You may also consider establishing an  information table
where people who may feel  uneasy speaking during the meeting can ask
questions and pick up materials.  Another option is to make your staff
available after in the meeting, in the same manner  as an  availability
session or an open house. Information repositories can complement the
meeting by making important documents available for public review.


A public meeting provides a forum where interested people can ask
questions and discuss issues outside of the formality of a public hearing.
They are flexible tools that are open to everyone.

Some citizens may be reluctant to speak up at public meetings. You can
address this concern by providing one-on-one access to your staff via an
information table or an open house, or by scheduling informal meetings.
Public meetings, like public  hearings, could become adversarial.
Chapter 5:  Public Involvement Activities
                                                            Page 5-119

-------
                                Checklist for Public Meetings

      (As applicable):

      	   Determine location for public meeting

           _    Facility name, location      	

           	    Contact person at location      	

           	    Phone number   	

           	    Occupancy size     	
           _    Handicap accessibility     	

           	    Features:
                      	 Restrooms
                      _ Public telephones

                      	 Adequate parking
                      	 Security

      _   Determine date, time of public meeting:

           Date:      	

           Time:     	
      _   Confirm availability at location (if location is not available, determine new location or new date)

      	   Announce the public meeting. (Pre-application meetings under § 124.31 must be announced
           through a display advertizement in a newspaper of general circulation, over a broadcast medium,
           and through a sign posted on or near the site of the facility or proposed facility).

           	    Contact local officials

           _    Notify key agencies and other stakeholder groups

      	   Provide an opportunity, in the notice, for people to submit written comments

      _   Determine whether a translator is needed

      	   Determine presentation requirements (depending upon the specific requirements of your
           presentation, some of these items may be optional)

           _    Electrical outlets

                 Extension cords
Chapter 5: Public Involvement Activities                                                         Page 5-120

-------
                         Checklist for Public Meetings (continued)

           _   Accessible lighting control panel

           	   Podium

           _   Stage

           	   Table(s) and chairs for panel

           _   Table skirt

           	   Sign-up sheet for the mailing list.  (If you are conducting a pre-application meeting under §
                124.31, you are required to provide a sign-up sheet or another means for people to add their
                names to the facility mailing list. You must provide the sheet to the permitting agency as a
                component of your part B permit application).

           	   Water pitcher and glasses

           _   Sound system

           	   Microphones (stand, tabletop)

           _   Cables

           	   Speakers

           	   Technician/engineers available for hearing

           	   Visual aids

           _   Slides

           	   Slide projector

           _   Extra projector bulbs

           	   Flip chart

           _   Flip chart markers

           	   Overhead transparencies

           _   Overhead machine

           	   VCR and monitor

           _   Screen

           	   Table for projection equipment
Chapter 5: Public Involvement Activities                                                         Page 5-121

-------
                         Checklist for Public Meetings (continued)

           _   Security personnel (if necessary)

           	   Table for meeting recorder (who will produce a meeting transcript or summary)

           _   Registration table

           	   Registration cards

           	   Writing pens

           	   Signs

           _   Miscellaneous supplies:

           	   Scissors

           _   Tape (masking, transparent)

           	   Thumbtacks

           _   Public information materials (fact sheets, etc.)

           Prepare meeting agenda. (Facility owners/operators conducting a pre-application meeting under
           § 124.31 should refer to chapter 3 of this manual for information on the subjects they should
           cover during the meeting).

           Arrange contingency planning.  Decide what to do if:
            •   more people show up than capacity
            •   equipment malfunctions

           Prepare the meeting summary/transcript and make it available to the public.  (Facility
           owners/operators conducting a pre-application meeting under § 124.31 must provide the summary
           to the permitting agency as a component of the part B application).	
Chapter 5: Public Involvement Activities                                                        Page 5-122

-------
Public Hearings

Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
Public hearings are required if requested (§ 124.11) by the public during the
draft permit stage, during an agency-initiated modification under § 270.41,
or a Class 3 permit modification under § 270.42(c)(6). The agency will
also hold a public hearing at the draft permit stage when there is a high
level of public interest (based on requests), or when the agency thinks that
the hearing might clarify relevant issues (§ 124.12).  The agency will also
hold a hearing if these conditions apply during closure or post-closure at
interim status facilities (§§ 265.112(d)(4) and 265.118(f)).


Public hearings provide an opportunity for the public to provide formal
comments and oral testimony on proposed agency actions.  Occasionally
the agency will present introductory information prior to receiving
comments. All testimony received becomes part of the public record.

In contrast to a public hearing, a public meeting  (see above in this
Chapter) is intended to provide two-way discussion and is not always
recorded for the public record.

Permittees and facility staff have no official role during a hearing.  The
hearing is a regulatory requirement of the permitting agency.


Several days to a week may be required to arrange for a public hearing,
including the location, hearing logistics, and agenda  preparation. Other
activities include preparing the notice for the hearing, conducting a dry-run
of the hearing, and preparing and copying materials.


To conduct public hearings:

1.   Anticipate the audience and the issues of concern.   Identify the
     audience's objectives, expectations, and desired results. With this
     information you can determine whether the hearing is likely to be
     confrontational, or if the audience will need more detailed
     information about a permit or corrective action.  If a part of your
     audience does not speak English, arrange for a translator.

2.   Schedule the hearing location and time  so that citizens (particularly
     handicapped individuals) have easy access. Identify and follow any
     procedures established by the local and state governments for public
     hearings.  Ensure the availability of sufficient seating, microphones,
     lighting, and recorders. Hold the hearing at a time and place that will
     accommodate the majority of concerned citizens.

3.   Arrange for  a court reporter  to record and prepare a transcript of
Chapter 5:  Public Involvement Activities
                                                            Page 5-123

-------
                                      the hearing.

                                 4.   Announce the public hearing at least 30 days before the hearing
                                      date.  Provide notice of the hearing in local newspapers and mailings
                                      to interested citizens. Under § 124.10(b), you may combine the
                                      hearing notice with the draft permit notice.  Make follow-up phone
                                      calls to interested parties to ensure that the notice has been received.

                                 5.   Provide an opportunity for people to submit written comments.
                                      Not all individuals will want to provide oral testimony.  Publicize
                                      where written comments can be submitted and how they will be
                                      reviewed.

                                 6.   Prepare a transcript of all oral and written comments.   Announce
                                      where the transcript will be available for public review.

                                 The following are general tips on conducting public hearings:

                                 Be clear and up front with meeting format and logistics.   Public
                                 hearings are very limited in the amount of information that is exchanged
                                 and the extent to which responses are given. Participants should not expect
                                 the question and answer format found in public meetings.

                                 Establish meeting format. Public hearings should be managed by a
                                 hearings officer or moderator, whose responsibility it is to ensure that all
                                 comments are taken for the public record.

                                 •    Establish a speakers list.  A moderator should develop a list of
                                      speakers from the list of respondents to public notices (e.g., those
                                      responding to a notice saying, "those wishing to be placed on the list
                                      of commenters should contact...") and/or by asking those wishing to
                                      speak to identify themselves on a sign-up list on the way into the
                                      hearing. While limiting commenters to a pre-developed list may be
                                      inappropriate, such lists serve as valuable management tools in
                                      bringing forward commenters in an orderly and expeditious manner.

                                 •    Establish time limits for commenters . A moderator should establish a
                                      set time limit for an individual to make comments. Typically the
                                      limit is five minutes or less.  Those wishing to make more detailed
                                      comments should be encouraged to submit their comments in writing.

                                 •    Establish time limits (if any) for the hearing  . Based on your speakers
                                      list, and assuming a limited speaking time for individual commenters,
                                      the moderator may establish time limits  (if any) on the hearing. Most
                                      hearings last between two and five hours. However, for very
                                      controversial topics, public hearings have been known to extend over
                                      a period of days.

                                 •    Interacting with commenters . Because  comments become part of the
                                      public record, the moderator should ask  all commenters to give their

Chapter 5: Public Involvement Activities                                                         Page 5-124

-------
When to Use
     names and addresses.  If there is doubt about spelling, the moderator
     should ask the commenters to spell names or street names.  In cases
     where there may be litigation, it is common practice to further request
     that anyone legally representing any party as part of the permit
     process or decision identify that fact.

     When giving the floor to a commenter, the moderator should also note
     the person's name, so that he/she can thank the commenters by name
     at the conclusion of the comment (e.g., "Thank you for those
     comments, Ms. Smith.").

     Speakers from the permitting agency . There are no set rules for who
     should participate or speak at a public hearing. In the spirit of the
     law, the participants from the agency should be those who will be
     most involved with making the actual decision ~ that is, the permit
     writer, and senior staff who will weigh all information, including
     these  public  comments, prior to reaching a final  decision.  Speakers
     from the agency should be limited to explaining briefly the decision
     being made (e.g., "We are here to discuss a proposed modification to
     the facilities permit to conduct the following activities...").


     When requested by a member of the public during a public comment
     period on a permit, closure, or corrective action.  Once requested,
     hearings require a minimum 30-day advance notice.
     Public hearings are usually conducted during the public comment
     period following the issuance of a draft permit, major permit
     modification, or at the selection of a proposed corrective measure.
     Public hearings may be appropriate at other times during the process,
     especially if the level of community concern warrants a formal record
     of communication.
Accompanying
Activities
Public notices distributed to the mailing list and published in local
newspapers are used to announce hearings to the public. If a hearing is
held to solicit comments on either a draft permit decision or proposed
corrective measure, the agency must prepare a response to comments .
The response to comments documents all submitted public comments and
includes the agency's responses.  An educational  workshop or public
meeting may be useful shortly before the public hearing to explain key
issues of the proposed decision or corrective measure and respond to citizen
concerns.
Advantages and
Limitations
A hearing provides a record of communication so citizens can be sure that
their concerns and ideas reach the permitting agency.  Public hearings gen-
erally should not serve as the only forum for citizen input. They occur at
the end of a process that should have provided earlier public access to
information and opportunities for involvement. Earlier opportunities
Chapter 5:  Public Involvement Activities
                                                            Page 5-125

-------
                                  should answer most questions and arguments that are based on curiosity,
                                  emotion, sensationalism, or a lack of knowledge about the situation, thereby
                                  freeing the hearing for factually-based questions. Meet citizens' needs for
                                  information before a formal hearing with techniques such as fact sheets,
                                  small-group meetings, and one-on-one briefings.
                                  The formality of a public hearing often creates an atmosphere of "us versus
                                  them." There may be little opportunity to interact with citizens.  This may
                                  be frustrating to some; however, informal gatherings and question and
                                  answer sessions are often effective ways to interact with the public on an
                                  interpersonal level. A variety of informal techniques, ranging from talking
                                  to citizens groups to holding workshops, are discussed throughout this
                                  chapter.
                                  Public hearings can easily become adversarial.  One way to avoid hostility
                                  or confrontation is to make sure the community has had an opportunity to
                                  express concerns in a less formal setting prior to the hearing. More
                                  frequent contact with concerned citizens before a formal public hearing will
                                  reduce the likelihood of a confrontation.
Chapter 5:  Public Involvement Activities                                                          Page 5-126

-------
                                 Checklist for Public Hearings

      (As appropriate):

      	   Determine location(s) for public hearing

           _    Facility name, location      	

           	    Contact person at facility       	

           	    Phone number       	

           	    Occupancy size     	
           _    Handicap accessibility     	

           	    Features:
                      	  Restrooms
                      _  Public telephones
                      _  Adequate parking
                      	  Security

           Determine date, time of public hearing:

           Date:      	

           Time:     	
      	   Confirm hearing facility availability (if facility not available, determine new facility or new
           hearing date)

      _   Announce the public hearing through a public notice in at least one newspaper 30 days prior to
           the hearing

           	    Contact local officials

           _    Notify key agencies

      	   Determine presentation requirements (depending upon the specific requirements of your
           presentation, some of these items may be optional)

           _    Electrical outlets

           	    Extension cords

           _    Accessible lighting control panel
Chapter 5: Public Involvement Activities                                                         Page 5-127

-------
                        Checklist for Public Hearings (continued)




           _   Podium




           	   Stage




           _   Table(s) and chairs for panel




           	   Table skirt




           _   Water pitcher and glasses




           	   Sound system




           _   Microphones (stand, tabletop)




           	   Cables




           _   Speakers




           	   Technician/engineers available for hearing




           _   Visual aids




           	   Slides




           _   Slide projector




           	   Extra projector bulbs




           _   Flip chart




           	   Flip chart markers




           _   Overhead transparencies




           	   Overhead machine




           	   VCR and monitor




           	   Screen




           _   Table for projection equipment




           	   Security personnel
Chapter 5: Public Involvement Activities                                                        Page 5-128

-------
                        Checklist for Public Hearings (continued)

           _   Table for court reporter

           	   Registration table

           _   Registration cards

           	   Writing pens

           _   Signs

           	   Miscellaneous supplies:

           _   Scissors

           	   Tape (masking, transparent)

           _   Thumbtacks

           	   Public information materials (fact sheets, etc.)

           Prepare meeting agenda

           Determine hearing participants/speakers
      	   Prepare opening comments for hearing officer

      _   Arrange contingency planning, decide what to do if:
            •   more people show up than capacity
            •   the crowd becomes disruptive

      _   Coordinate with public involvement coordinator on notification of the media

      	   Set date and time for debriefing following the hearing
Chapter 5: Public Involvement Activities                                                        Page 5-129

-------
Availability
Sessions/Open
Houses
Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
None.  (In some cases, an availability session or an open house may fulfill
the pre-application meeting requirement under § 124.31, as long as the
meeting achieves the standards of that section.  See "The Pre-Application
Meeting" in Chapter 3 for more detail.)


Availability sessions/open houses are informal meetings in a public location
where people can talk to involved officials on a one-to-one basis. The
meetings allow citizens to ask questions and express their concerns directly
to project staff.  This type of gathering is helpful in accommodating
individual schedules.

Availability sessions and open houses can be set up to allow citizens to talk
with representatives from all interested organizations. Citizens can find out
more about all sides of a permitting issue through conversations with
agency officials, facility staff, and representatives of involved interest
groups and civic organizations.


An availability session/open house may take two to three days to plan and
conduct.  Allow sufficient time to select a date, time, and location for the
meeting, plan for the session, prepare supporting materials, and meet with
and brief your staff who will attend the meeting. You should plan for about
five hours for the actual session.
To conduct an availability session/open house:

1.    Select a date, time, and location for the availability session/open
     house that encourages attendance.   Evening hours usually are
     preferable. The location should be in an easily accessible building
     familiar to residents (such as a public library, school, or local meeting
     room).

2.    Anticipate the number of attenders and plan accordingly.   If a
     large number of people is expected, consider the possibility of holding
     two availability session/open houses to enable staff to meet and talk
     with each  attender. Alternatively, you can increase the number of
     staffer the length of the availability session/open house. As a general
     rule, planning for one staff member per 15-20 attenders should foster
     an informal atmosphere for conversation, and thereby avoid the
     situation where a staff member has to speak to a "crowd."
Chapter 5: Public Involvement Activities
                                                            Page 5-130

-------
                                 3.   Develop or gather together appropriate explanatory materials.
                                      These materials may include poster boards, handouts, or fact sheets.

                                 4.   Publicize the availability session/open house at least two weeks
                                      ahead of time, if possible.   Send announcements to newspapers,
                                      television and radio stations, citizens on the mailing list, and any
                                      interested community organizations that publish newsletters.

                                 5.   Ensure that appropriate staff attend, so that citizens can meet
                                      those who will be responsible for facility activities. The staff present
                                      should be able to answer both technical and policy questions.

                                 6.   Meet with and brief staff and rehearse for the session.  Anticipate
                                      questions that may be asked during the session and prepare answers.
When to Use                  An availability session/open house is most appropriate:

                                      •    When scheduling of meetings is difficult because of community
                                           members' schedules;

                                      •    When new information is available on several different
                                           technical or regulatory issues that would make explaining it in
                                           its entirety would be too long for a more formal meeting;

                                      •    When community members have widely varying interests or
                                           levels of knowledge;

                                      •    When an informal setting is appropriate to enhance your
                                           credibility with the community;

                                      •    When staff is available;

                                      •    When larger crowds will make it difficult for certain members
                                           of the public to raise questions; and

                                      •    In some cases, to  fulfill the pre-application meeting
                                           requirements in § 124.31 (see "Regulatory Requirements" above
                                           in this section).
Accompanying               Exhibits and fact sheets can provide background information that enables
A rtivitipQ                      citizens to ask more informed questions about the facility during the
                                 availability session/open house.
Advantages and              ^he one-to-one conversations during an availability session/open house can
T imitatinns                   ^elp ^^ trust and establish a rapport between citizens and project staff.
                                 An informal, neutral setting will keep officials and the public relaxed and
                                 make communications smoother. Citizens can find out more about all
                                 viewpoints concerning a permitting action if public interest groups, civic


Chapter 5:  Public Involvement Activities                                                          Page 5-131

-------
                                  organizations, agency officials, and facility staff are present at the session.

                                  Planning and conducting an availability session/open house can require a
                                  significant amount of staff time.  A low turnout may not justify the effort.
                                  Hence, community interest in the site should be significant before an
                                  availability session/open house is planned.
Chapter 5: Public Involvement Activities                                                           Page 5-132

-------
                     Checklist for Availability Sessions/Open Houses

  (* If you are conducting this activity to fulfill the requirements of § 124.31, the activity must meet the
  standards of that section.  See Chapter 3 for more information).

  (As appropriate):

       	   Determine location(s) for meeting (complete for each available facility)

            _   Facility name, location 	

            	   Contact person at facility	

                 Phone number	
            	   Occupancy size.
            _   Handicap accessibility.
            	   Features:
                      	Restrooms
                      _ Public telephones
                      _ Adequate parking

       	   Determine date, time of meeting:

            Date:     	

            Time:     	
       _   Prepare draft notice (public notice, flier)

       	   Coordinate internal review of notice

       _   Prepare final notice

       	   Determine what officials will attend availability session/open house

       _   If applicable, coordinate with other organizations that will be available at the session

       	   Notify citizens of availability session/open house

            	   Direct mailing to citizens on facility mailing list

            	   Verify that mailing list is up-to-date

            _   Request mailing labels

            	   Public notice in local newspaper(s)

       _   Prepare handouts, other informational material for availability session/open house
Chapter 5:  Public Involvement Activities                                                          Page 5-133

-------
Workshops
Regulatory
Requirements
                                None.
Description of Activity
Level of Effort
How to Conduct the
Activity
Workshops are seminars or gatherings of small groups of people (usually
between 10 and 30), led by a small number of specialists with technical
expertise in a specific area. In workshops, participants typically discuss
hazardous waste issues where citizens comment on proposed response
actions and receive information on the technical issues associated with the
permitting process and the RCRA program in general. Experts may be
invited to explain the problems associated with releases of hazardous
substances and possible remedies for these problems.  Workshops may help
to improve public understanding of permit conditions or hazardous waste
problems at a facility and to prevent or correct misconceptions. Workshops
also may identify citizen concerns and encourage public input.


A one-day workshop may take about three days to a week to plan and
execute. Another day will probably be required to follow up on any issues
that arise during the workshop.


To conduct a workshop:

1.   Determine the focus of the workshop.  Decide what topic or topics
     will be covered in either one or more workshops. Suggested topics
     include: purpose of RCRA; description of the permit process  or
     corrective action program; proposed remedies; risk assessment;
     identified health or environmental problems; and/or method and
     format for receiving citizen comments on the proposed or ongoing
     actions. Determine what staff will be needed at each workshop and
     whether any outside experts will be needed.

2.   Plan the workshop.  Decide ahead of time on a minimum and
     maximum number of participants. If there are too few, consider
     holding an informal meeting and postpone the workshop until
     additional interest develops. Identify a convenient location and time
     for the workshop, and set a date that does not conflict with other
     important meetings  or interests (for example, town council meetings,
     high school sporting events).

3.   Announce the workshop  by publishing a notice well in advance (at
     least 3 weeks) in the local newspapers.  Send a notice of workshops
     with mailings to all  citizens on the facility mailing list and distribute
     posters around town.  Send out invitations and registration forms to
Chapter 5: Public Involvement Activities
                                                           Page 5-134

-------
When to Use
Accompanying
Activities
Advantages and
Limitations
     concerned citizens. Provide for multiple registrations on each form to
     accommodate friends who also might be interested in the workshop.
     Emphasize that the number of participants is limited, and provide a
     deadline for registration.


Workshops are appropriate:

     •    When the RCRA process needs to be explained to community
          members interested in participating in the process;

     •    When specific topics needs to be discussed in detail, especially
          health or risk assessment issues; and

     •    When technical material needs to be explained and feedback
          from the community is important to make sure that citizens
          understand the material.
Workshops can be conducted before formal public hearings or during
public comment periods to give citizens some ideas on developing and
presenting testimony.  Fact sheets and exhibits can complement the
workshop.
Workshops provide more information to the public than is possible through
fact sheets or other written materials. Workshops have proven successful
in familiarizing citizens with key technical terms and concepts before a
formal public meeting.  Workshops also allow two-way communication,
making them particularly good for reaching opinion leaders, interest group
leaders, and the affected public.

If only a limited number are held, workshops can reach only a small
segment of the affected population.

When planning a workshop, you should make sure that it is announced in
local newspapers, to help ensure that it will be well-attended.  In addition, it
may be helpful to specifically invite all residents who have expressed an
interest in the site.
Chapter 5: Public Involvement Activities
                                                            Page 5-135

-------
                                   Checklist for Workshops

  (As appropriate):

       _   Determine purpose of workshop   	
            	   Determine number of attenders   	

       	   Plan the workshop

            	   Identify topics to be presented

            _   Identify agency officials to present topics, handle registration

            	   Prepare handouts, other informational materials

       _   Determine location(s) for workshop (complete for each available facility)

            	   Facility name, location 	

            _   Contact person at facility   	

            	   Phone number  	

            _   Occupancy size  	
            	   Handicap accessibility

            _   Features:
                 _   Restrooms
                 	   Public telephones
                 	   Adequate parking
       _   Determine date, time of workshop:

            Date: 	

            Time: 	
       	   Prepare draft notice announcing workshop (public notice, flier)

       _   Coordinate internal review of notice

       	   Prepare final notice
Chapter 5: Public Involvement Activities                                                         Page 5-136

-------
                            Checklist for Workshops (continued)




       	   Notify citizens of workshop




            	   Direct mailing to citizens on facility mailing list




            	   Verify that mailing list is up-to-date




            _   Request mailing labels




            	   Public notice in local newspaper(s)




       _   Determine presentation requirements




            	   Electrical outlets




            _   Extension cords




            	   Accessible lighting control panel




            	   Window covers




            	   Podium




            _   Stage




            	   Table(s) and chairs for panel




            _   Water pitcher and glasses




            	   Sound system




            _   Microphones (stand, tabletop, lavaliere)




            	   Cables




            _   Speakers




            	   Technician/engineers available for hearing




            _   Visual aids




            	   Slides




            _   Slide  projector
Chapter 5: Public Involvement Activities                                                         Page 5-137

-------
                           Checklist for Workshops (continued)




            	    Extra projector bulbs




            _    Flip chart




            	    Flip chart markers




            _    Overhead transparencies




            	    Overhead machine




            	    VCR and monitor




            	    Screen




            _    Table for projection equipment




            	    Registration table




            _    Registration cards




            	    Writing pens




            _    Signs




            	    Miscellaneous supplies:




            _    Scissors




            	    Tape (masking, transparent)




            _    Thumbtacks




            	    Public information materials (fact sheets, etc.)




       _    Arrange and conduct at least one rehearsal
Chapter 5: Public Involvement Activities                                                        Page 5-138

-------
Attending  Other
Stakeholder
Meetings and
Functions

Regulatory
Requirements
Description of Activity
Level of Effort
How to Conduct the
Activity
When to Use
None. (The permitting agency may need to attend public meetings held by
the permittee under § 270.42 in order to respond to public comments on the
modification request.  Agencies may also want to attend the applicant's
pre-application meeting held under § 124.31. See the section on the "Pre-
Application meeting" in Chapter 3 for more detail.)


Permitting agencies, facilities, local governments, environmental
organizations, religious and civic groups may all hold meetings or other
gatherings during the permitting process.  Some may be required by
regulation and others may be informational meetings or discussions of
important issues. As an involved stakeholder, you can learn more about the
views of other stakeholders by attending their meetings. You can join in
important discussions and provide information. Some groups may invite
you to give a presentation or a briefing.


The time you commit to attending other stakeholder meetings or functions
will depend on the level of your participation.  Meetings can vary in length;
your resource commitment will be more substantial if you agree to give a
briefing or a presentation (see those sections of this chapter for more
information).  You will need a few hours to prepare notes for your file after
the meeting.


If you decide to attend a meeting, you may want to inform the host
organization that you plan to attend the meeting. If you choose to identify
yourself at the meeting, be prepared to answer questions. You may want to
bring fact sheets or other information you can provide upon request. In any
case, be prepared to listen to the discussion and prepare notes for your files.

The host organization may ask you to provide a  briefing or a presentation.
See those sections of this chapter for more information.


You may want to attend other stakeholders' meetings when the meetings
are open and you want to learn more about the views held by other
stakeholders. In some cases, a group may invite your organization to attend
a meeting to provide input or answer questions. In such cases, you should
be prepared to answer questions or present the views of your organization.


If appropriate, you may want to make fact sheets available upon request at
Chapter 5: Public Involvement Activities
                                                          Page 5-139

-------
                                 the meeting. Provide the name of a  contact person .  If you are
/YCCOmpanymg                representing the permitting agency, let participants know about how to put
Activities                      their names on the facility mailing list.
Advantages and               Attending meetings or functions held by other stakeholders can provide
T .   .    .                        useful insight to other opinions and concerns. This information can help
Limitations                         ,    .,     U1.     .. .   ..            ,      ,     .  ,  .        .,
                                 you plan other public participation events and complement data you gather
                                 from community interviews.

                                 This activity should not be used in place of informal meetings or other
                                 activities that may be more appropriate. If your attendance has the
                                 potential to cause problems, make sure to contact the host before the
                                 meeting.
Chapter 5: Public Involvement Activities                                                        Page 5-140

-------
Citizen Advisory
Groups
Regulatory
Requirements
                                None.
Description of Activity
A Citizen Advisory Group (CAG) provides a public forum for
representatives of diverse community interests to present and discuss their
needs and concerns with government and/or the facility. Although CAGs
may come in many different forms and have different responsibilities and
roles, they are generally composed of a board of stakeholders that meets
routinely to discuss issues involving a particular facility.  The purpose of a
CAG is usually to advise a facility owner/operator or the permitting agency
on permitting or corrective action activities.

CAGs can be a good way to increase active community participation in
environmental decision-making and provide a voice for affected
community members and groups. They promote direct, two-way
communication among the community, the permitting agency, and the
facility.

The make-up and mission of a CAG may vary ~ there is no set formula
governing the make-up or responsibilities of the group. The best type of
CAG to use will depend on the situation. For instance, a citizen
organization may create a CAG of affected community members to provide
an official  voice from the community.  Facility owner/operators may create
a CAG of affected community members to provide informal or formal
advice. A  permitting agency may form a CAG that includes stakeholders
from the facility, the community, and the agency.

In establishing a CAG, it is important to bear in mind that the size of a
group can often have an impact on its effectiveness — for example, too
large of a group can inhibit how efficiently it can work and come to
consensus on issues, and too small of a group may not be adequate to
represent diverse community concerns.

Forming a CAG does not necessarily mean that there will  be universal
agreement about permitting or corrective action issues. Nor does having a
CAG mean there will be no controversy during the process.  However,
when decisions made by the facility or the permitting agency differ from
the stated preferences of a CAG, the facility or the agency should  accept
the responsibility of explaining its decision to CAG members.

RCRA regulations do not require the use of advisory groups; however, EPA
regulations do contain standards for advisory groups if EPA decides to
require them under 40 CFR.  These standards are located in 40 CFR 25.7.
Chapter 5: Public Involvement Activities
                                                           Page 5-141

-------
                                Although these standards may not apply to all types of advisory groups used
                                in conjunction with RCRA permitting, they provide useful guidance for
                                agencies, facilities, and public interest groups who may want to use
                                advisory groups.  A copy of the part 25 regulations is available Appendix F.
Level of Effort
How to Conduct the
Activity
When to Use
EPA's Office of Emergency and Remedial Response has issued guidance
on the use of CAGs at Superfund sites (see Appendix E). Although there
are many differences between the Superfund and RCRA programs (most
notably that Superfund often deals with abandoned sites while RCRA
typically deals with existing or potential facilities), a large part of the
Superfund CAG guidance discusses CAG development, membership, and
training that may be applicable to some RCRA CAGs.  Superfund
terminology and process aside, the guidance contains some very useful,
concise advice on various aspects of CAGs.

Although CAGs are a useful tool in many situations, they may not always
be appropriate. See the section "When to Use" below for a list of factors
you should consider before  forming a CAG.


CAGs can be a time-consuming and expensive endeavor. Membership
selection, meeting preparation and follow-up, information dissemination,
and training all take a lot of resources. Unlike the Superfund program,
agencies that implement RCRA cannot provide Technical Assistance
Grants (TAGs) to help defray the costs of CAGs.


See EPA's Guidance for Community Advisory Groups at Superfund Sites
and 40 CFR § 25.7 (in Appendices E and F) for information on how to set
up CAGs. Keep in mind that CAGs under the RCRA program will differ
from CAGs under Superfund.  You may want to obtain a copy of the
reference list of public participation and risk communication literature
(available through the RCRA Hotline or the RCRA Information Center in
Docket Number F-95-PPCF-FFFFF) to look for additional information
sources on this topic.


A CAG can be formed at any point in the permitting or corrective action
process, and may be most effective in the early stages.  Generally, the
earlier a CAG is formed, the more members can participate in and impact
decision-making.

CAGs may not be appropriate in every situation.  If you are considering use
of a CAG, you should consider the following factors:

•    the level of community interest and concern;

•    community interest in forming a CAG;

•    the existence of groups with competing agendas in the community;
Chapter 5: Public Involvement Activities
                                                           Page 5-142

-------
                                     environmental justice issues or concerns regarding the facility;

                                     the history of community involvement with the facility, or with
                                     environmental issues in general; and

                                     the working relationship between the facility, the community, and the
                                     permitting agency.
Accompanying
Activities
Depending on the make-up and the purpose of the CAG, you may want to
provide public notice, hold a public meeting, and issue a news release
before forming the CAG.  The CAG may choose to provide public
participation activities (such as meetings, newsletters, or availability
sessions) as part of its mission.
Advantages and
Limitations
CAGs can increase active community participation in environmental
decision-making and provide a voice for affected community members and
groups.  They promote direct, two-way communication among the
community, the permitting agency, and the facility and can highlight your
organization's commitment to inclusive stakeholder input.

CAGs can be time- and resource-intensive. CAGs that do not accurately
reflect or account for public concerns may lose support in the community.
In addition, uncertainty about the group's charter may cause conflict and
hard feelings. If you plan to use a CAG, the mission and responsibilities of
the CAG must be made clear from the start. Finally, CAGs can spend so
much time agreeing on procedures that they drive away people who are
concerned with substance. The need for elaborate procedures can be
sharply reduced if an advisory group agrees to work on a consensus basis
rather than by majority vote.

-------
       &EPA
                      United States
                      Environmental Protection
                      Agency
                    Office of Water
                    (4204)
                    Washington, DC 20460
 EPA 832-F-98-001
 March 1998
Cleaning Up Polluted Runoff with the
Clean Water State Revolving Fund
What's In It For You?
 Based on the serious threats to water sources across the
country, EPA would like to see the SRF become a major
source of funding to address polluted runoff (nonpoint
source) problems.  The 51 Clean Water State Revolving
Fund (CW-SRF) programs currently issue approximately
$3 billion in loans annually.  SRF loans are issued at
below market rates (0% to less than market), offering
borrowers significant savings over the life of the loan.

History
  In creating the CW-SRF, Congress ensured that it
would be able to fund virtually any type of water quality
project, including nonpoint source, wetlands, estuary,
and other types of watershed projects, as well as more
traditional municipal wastewater treatment systems. The
SRF provisions in the Clean Water Act give no more
preference to one category or type of project than any
other.
                                                             CW-SRF Buying Power
      The CW-SRF will invest 10% of its fund on
           polluted runoff projects by 2001
              —Clean Water Action Plan
Capacity of the CW-SRF
 The 51 SRF programs work like banks (each state and
Puerto Rico has one). Federal and state contributions are
used to capitalize or set-up the programs. These assets
are used to make low-interest loans for important water
quality projects. Repaid funds are then recycled to fund
other important water quality projects.

 The CW-SRFs have in excess of $24 billion in assets.
Currently, the SRFs are funding approximately $3 billion
in water quality projects each year.   The funding of
polluted runoff projects  with  the  SRF  is  gaining
momentum.  Since 1989 the SRF program has funded
900 projects, investing more than  $650 million in
polluted runoff projects.
                                     Nonpoint
                                      Source
                                      Grants
Wetlands
 Grants
CW-SRF Loan
  Activity
                       Loans vs. Grants
                        Many people believe they would rather have a grant
                       than a loan.  Most state and local water quality officials
                       are more familiar with grants and, consequently, many
                       misconceptions persist. In fact, a loan may be a better
                       deal. Why?

                       •First,  No  Cash Up-Front.  Most grant  programs
                       require significant cost  shares (as much as 40% or
                       more).  An SRF loan can cover 100% of project costs
                       with no cash up-front.

                       •Second, Significant Cost Savings. SRF loans provide
                       significant cost savings over the life of the loan.  The
                       total cost of a 0% SRF loan will be approximately 50%
                       less than the same project financed by a commercial loan
                       at  7.5%. Additionally, a 0% SRF loan is equivalent to
                       receiving a 50% grant (where the matching 50% is
                       financed at market rate).

                       •Third,   Streamlined    Federal   Requirements.
                       Financing a project with an SRF loan means fewer
                       federal requirements than with a federal grant. Plus, the
                       51  CW-SRF  programs  are experienced in  helping
                       applicants through the loan application process  and
                       providing a variety of technical assistance. Also, it may
                       be possible to combine an SRF loan with grant dollars
                       from other sources. Check with your state.

-------
       United States Office of Water (WH-585)
       Environmental    EPA-821-F-93-002
       Protection Agency      June 1993
SERA Protecting
       Our Nation's
       Waters from
       Industrial
         ischarges
                 -A.™ 	^ SSjpJW^-t,. -***, ,*»(.Ł
                ilSfc&J*ia --r_*>»fc---:i»?P*T"

-------
Backgiound
    In 1972 Congress established, as part of the
Clean Water Act, a landmark program
to control the discharge of pollutants from
industries into the waters of the United States.
EPA uses complementary approaches to
ensure this protection of our valuable water
resources: technology-based effluent guide-
lines and water quality-based controls,
    Effluent guidelines set national standards
for regulated industries. They ensure that
wastewaters discharged, either directly into
surface waters or indirectly into sewage
treatment plants, will achieve levels of pollut-
ants based on the best technology that is
economically       ^^^^^^^^^^^^^^
                                               Developing Guidelines
                                                  Developing a guideline for any industrial
                                               category is a complex process,  It begins with
                                               a study of the industry and of the actual
                                               performance of technologies already in
                                               place, including pollution prevention, reuse,
                                               recycling, and wastewater treatment. EPA
                                               gathers information on manufacturing pro-
                                               cesses, costs, waste reduction and treatment
                                               technologies, and the contents of waste-
                                               water discharges from many facilities in the
                                               industrial category under consideration, EPA
                                               analyzes wastewater samples, and prepares
                                               an economic analysis to help assess the
                                               potential impact of any proposed guideline.
                                              "  "Bcjdnornlc
                                              Statistical Analyses
                                                 operating* dosts

                                                •» treatment costs'
possible. Water
quality-based
controls are devel-
oped by individual
states when even
more stringent
measures are
needed to protect
specific bodies of
water within their
boundaries.
   The Environ-
mental Protection
Agency has already developed many tech-
nology-based guidelines, regulating over fifty
industrial categories (such as oil and gas
extraction, and pulp and paper manufactur-
ing). They regulate conventional pollutants,
such as oil and suspended solids; pollutants
that are identified as toxic (like lead and
benzene); and nonconventional pollutants,
including many pesticides. Each guideline is
developed by EPA with the help of scientists,
the industries under consideration, environ-
mental groups, and other interested parties.
 Environmental
 Consideratipns /
  * air emissiorris  \-~

^f solid' waste / —' \
f  disposal /  \
         •'    \
  • wastewxater into
   ground waters
                                               This combination of economic, engineering,
                                               and wastewater databases enables EPA to
                                               develop guideline options for the industrial
                                               category being considered.

                                               The Regulation Process
                                                  The CWA of 1972 required EPA to publish
                                               effluent guidelines for both direct and indirect
                                               industrial dischargers and provided specific
                                               factors to be considered for conventional
                                               pollutants (BPT, BCD, toxic pollutants (BAT),
and new sources (NSPS).  EPA
factors in developing regulatory options.
Since conventional pollutants are considered
compatible with the operation of the munici-
pal wastewater treatment plant, they are not
regulated for indirect dischargers.  In addition,
for toxic pollutants, EPA must show that the
        Best Available Technology
         onomically Achievable.
         Best Practicable Control Technology
            —  Best Conventional Pollutant
               Control Technology
               NSPS— New Source
                      Performance
                      Standards
pollutant "passes through" the municipal
system before it is regulated for indirect
dischargers.  For each industry, EPA defines
the levels of pollutants that are technically
and economically achievable, and describes
how these levels can be met and at what
cost. The industry may use any technology
that allows it to meet the guideline levels.
                  - Pretreatment Standards
                    for Existing Sources
              PSNS — Pretreatment Standards
                    for New Sources

-------
   The most suitable option is published in the
Federal Register Q$ a proposed regulation for
public review and comment. It may contain a
specific request for comments on controversial
or difficult issues. The public comment period,
an integral part of the guidelines development
process, gives everyone the opportunity to
provide support or opposition and to submit
constructive and helpful suggestions.  At the
close of this period, EPA evaluates all the
comments and again reviews the alternative
options. In some cases the comments are so
substantial that EPA decides on further study
or evaluation.
   After consideration of the comments and
any subsequent research or analysis, the final
guideline is published. Generally, industry has
a maximum of three years to comply with the
new regulations.

Future Activities
   The 1987 Amendments to the Clean
Water Act require EPA to publish a biennial
plan to review and revise existing guidelines
and to develop new ones for dischargers of
toxic or nonconventional pollutants. As
wastewater treatment technologies continue
to advance, earlier guidelines will need to
be revised to take into account improved
treatment methods and pollution prevention
activities. In addition, national concern will
focus on new pollutants, more stringent
discharge limits, and industries not presently
regulated.
    EPA has developed an effective national
effluent guidelines program that is ato widely
recognized and used by other countries. This
program has been essential to meeting the
commitment that the Clean Water Act
represents: the protection of our nation's
water for the benefit of us all.
                                                 For additional Information on effluent
                                                 guidelines or other Office of Water
                                                 programs, you may contact;

                                                 U.S.  Environmental Protection Agency
                                                 Water Resource Center (RC-4100)
                                                 401  M Street, SW, Washington, D.C. 20460
                                                 (202) 260-7786

-------

Published (or existing) Guidelines
INDUSTRIES
Aluminum Forming
Asbestos Manufacturing
Battery Manufacturing
Builder's Paper and Board Mills
Carbon Black Manufacturing
Cement Manufacturing
Coal Mining
Coil Coating
Copper Forming
Dairy Products Processing
Electroplating
Electrical and Electronic Components
Explosive Manufacturing
Feedlots
Ferroalloy Manufacturing
Fertilizer Manufacturing
Fruits and Vegetables Processing
Glass Manufacturing
Grain Mills Manufacturing
Gum and Wood Chemicals Manufacturing
Hospitals
Ink Formulating
Inorganic Chemicals
Iron and Steel Manufacturing
Leather Tanning and Finishing
Meat Products
Metal Finishing
Metal Molding and Casting (Foundries)
Mineral Mining and Processing
Nonferrous Metals Forming and Metal Powders
Nonferrous Metals Manufacturing
Oil and Gas Extraction
Ore Mining and Dressing
Organic Chemicals, Plastics and Synthetic Fibers
Paint Formulating
Paving and Roofing Materials (Tars & Asphalts)
Pesticide Chemicals
Petroleum Refining
Pharmaceutical Manufacturing
Phosphate Manufacturing
Photographic Processing
Plastics Molding and Forming
Porcelain Enameling
Pulp, Paper, and Paperboard
Rubber Manufacturing
Seafood Processing
Soap and Detergent Manufacturing
Steam Electric Power Generating
Sugar Processing
Textile Mills
Timber Products Processing
	
40CFR
467
427
461
431
458
411
434
465
468
405
413
469
457
412
424
418
407
426
406
454
460
447
415
420
425
432
433
464
436
471
421
435
440
414
446
443
455
419
439
422
459
463
466
430
428
408
417
423
409
410
429
YEAR
1983
1974
1984
1982
1978
1974
1985
1982
1983
1974
1981
1983
1976
1974
1974
1974/79
1974
1974/86
1974
1976
1976
1975
1982
1982
1982
1974/76
1983
1985
1977
1985
1984
1993
1982/88
1987
1975
1975
1993
1982
1983
1976
1976
1984
1982
1982
1974
1974
1975
1982
1974
1982
1981
New and Revised Effluent Guidelines
Under Development*
CATEGORY
Organic Chemicals (Remand)
Pulp, Paper, & Paperboard
Pesticide Formulating & Packaging
Waste Treatment, Phase 1
Pharmaceutical Manufacturing
Metal Products & Machinery, Phase 1
(formerly Machinery Manufacturing & Rebuilding)
Coastal Oil & Gas
Waste Treatment, Phase 2
Industrial Laundries
Transportation Equipment Cleaning
Metal Products & Machinery, Phase 2
8 additional categories
PROPOSED
1991
1993
1994
1994
1994
1994
1995
1995
1996
1996
1997
1998-2001
FINAL
1993
1995
1995
1996
1996
1996
1996
1997
1998
1998
1999
2000-2003
* From the Effluent Guidelines Plan in the Federal Register, Septembers,
1992, Vol. 57, No. 174, pp. 41000-41004
Industry Studies
EPA has tentatively identified the following industries for study to determine
whether existing regulations should be revised. Findings will be published as
Preliminary Data Summaries and discussed in future Effluent Guidelines Plans.
CATEGORY
Petroleum Refinina
Metal Finishina
Textile Mills
Inoraanic Chemicals
7 additional categories
40CFR
419
433
410
415

YEAR
1993
1993
1996
1994
1 995-97
                                                   40 CFR: Code of Federal Regulations
                                                           Part Number (under Title 40)

-------
       AMERICAN
       WETLANDS
A Reason to Celebrate
"To increase public awareness of the
  values and productivity of wetlands,
   encourage people to enjoy them, and
     to protect, recognize, enhance,
       commemorate, and restore our

-------
          Celebrate  American  Wetlands.   Appreciate  the  values  and  functions  of  our  wetlands.
              etlands, the vegetated aquatic ecosystems that include such areas as bogs, marshes, swamps, and prairie potholes, are now recognized as some of the most productive natural areas
              in the world. They're habitat for waterfowl and other wildlife, fish and shellfish. Humans, also, use wetlands for recreation, erosion control, and water quality control.
              But we've only begun to recognize their irreplaceable ecological values: wetlands have long been misunderstood and abused. Historically, Americans, perceivih'g"
              wetlands as useless swamps, drained, filled, channeled, and polluted them — destroying more than half the original 200 million acres of wetlands in    "
              lower 48 States. In response to these losses, the National Wetlands Policy Forum set two goals for protecting and managing the Nation's wetlands^
              (1) to achieve no overall net loss of the Nation's remaining wetlands; and (2) to increase the quality and quantity of the Nation's wetlands
, help control flood waters by absorbing water during heavy
 rainfall then s|owly releasing it downstream.
  *„•*••.Ł;•*'


                                                                                                                                             T»«fR*
  Erosion Control: Because they're
often located between water 1
and high ground, wetlands 1
shorelands against erosion. Wetlands
plants also bind soil with their roots and
help to absorb impacts from wave actian.,
                                                                     is  '  i      I
                                                                  l:|tWfef
Boating: Wetlands are some of our
t>W*i«^;m«»'«rt,(a./attracting canoeists
 kayakers to their pristine environments.
                         Quality of life:
                                    fef
                            'is as naturaTbuffers~"4*
                       between land uses, as water
                       features, to create diversity  u
                       within the development.

• Water quality and availability: Like giant
kidneys, wetlands help purify water by processing
nutrients, suspended materials, and other pollutants.
Wetlands also increase the availability of water by
absorbing and adding water in wet seasons, then
gradually releasing it during dry periods.


                     cish and wildlife habitat: Most fish and
                   shellfish we eat live in wetlands when they are
                   young. Wildlife also migrate through wetlands'
                  ^"linear corridors"—and many endangered species
                   live there, as do birds and mammals of all j
                   from the mouse to the moose.
                                                                                                         • Forestry: Carefuly'yar&ffics in
                                                                                                         wetlands can be a valuable source of wood products.
                                                                                                                                                                             • Recreation: Wetlands are wonderlands^^.
                                                                                                                                                                             People hunt, fish, crab, hike, walk, and boat
                                                                                                                                                                             there—and those 50 million who observe and
                                                                                                                                                                             photograph birds in wetlands spend nearly
                                                                                                                                                                            r $10 billion a year on their hobby.



                                                                                    • Hunting: V\fetta«!s stippblrViin a'hnual commercial fur
                                                                                    and hide harvest of $300-$400 million. Migratory birds and
                                                                                    waterfowl use these ecosystems for food and shelter, and
                                                                                    for breeding and wintering grounds.
                                                                                                                                        > fine arts and
                                                                                                                                            ture Over the
                                                                                                                                        (jr centuries na
                                                                                                                                       lanfiiieape painters,    f
                                                                                                                                      "photographers, and writers
                                                                                                                                 ,   ^ . -have expressed apprecia:
                                                                                                                                       f he-values" — both
                                                                                                                                      _
                                                                                                                                      ~of "America's wettarid
                                                                   ghlng: Nearly all the ffiffartl^ghelliSn harvested
                                                                 	nerciafly—and halt of the recreational catch—depend on
                                                                etlands lar food and habitat during part of their life cycle.
                                                                                                                                     For more information on American Wetlands
                                                                                                                                          Month, contact the Terrene Institute
                                                                                                                                         Tel: 202/833-8317     Fax: 202/296-4071

-------
          AMERICAN
    WETLANDS MONTH

          te in May ...
    and all year through
   Throughout much of history,
   wetlands have been little
regarded and often feared. They
have been used as dump sites
and valued only when drained
and developed. In fact, less than
50 percent of the United States'
original wetlands remain—that
translates into some 100 million
acres destroyed.
    In the last several decades,
we have only begun to
understand that wetlands are a
fertile and precious nursery—
some even call them the "cradle
of life." Besides nurturing
millions of species—many
endangered—wetlands replenish
the earth's water supply, blunt
the ravages of nature and
provide sanctuary and serenity
for humans, often in urban areas.
    The goal of American
Wetlands Month continues to be
  educating and involving the
   public through a multitude of
     local activities—from field
     trips, to educational displays,
to television public service
announcements. American
Wetlands Month provides the
spark—individual and group
     enthusiasm and creativity
     provide the power—
     spread the message
     about wetlands.
     Franck, 1., and D. Brownstoneri
     The Green Encyclopedia. Prentice
     •' "  ew York, N.Y.
 Celebrate American Wetlands
       — ivhat you can do —

    Develop resolutions recognizing American
    Wetlands Month: Encourage your government
• • '•  officials to recognize the values  of wetlands by
 \,  issuing a resolution declaring May as American
    Wetlands Month.
 Enjoy wetlands: Plan a "walk in the wetlands"
 for your community—visit nearby wetlands in a
 National  Wildlife  Refuge,  a  state  park, or
 estuary—to appreciate their beauty and values.
    Organize a local group: Encourage others in
    your community to form a group to help protect
• '   wetlands in your area.



 Read about wetlands: Learn more about the spe-  »
 cial qualities and functions of wetlands by reading
 about them. Call the Terrene Institute for ft list of edu-  >'
 cational materials. 202/833-8317.



 !;   Talk to elected officials: Visit your city/town/
.' '   county council and your state legislature to talk
>',   about the need to protect wetlands. Invite them to
    I'isit a nearby wetlands with you.
  Look into government programs: Contact
  State and Federal wetlands protection agencies to
  find out what laws, programs, and projects protect
  wetlands.  Call the Terrene Institute for a list of
  suggested contacts and activities. 202/833-8327.
  " Publicize American Wetlands Month: Encour-
  t age your local newspaper and radio/TV stations to run
  , stories on wetlands protection. Contact the Terrene In-
   stitute for a wetlands fact sheet. 202J833-8317


                for more information, contact
                    Terrene Institute
                        (before 4/30/96)
                  1717 K Street, NW, Suite 801
                    Washington, DC 20006
                         (after 4/30/96)
                      4-B Herbert Street

-------
                                   CHAPTER TEN

                                SAMPLING METHODS
       Prior to employing the methods in this chapter, analysts are advised to consult the disclaimer
statement at the front of this manual and the information in Chapter Two for guidance on the allowed
flexibility in the choice of apparatus, reagents, and supplies.  In addition, unless specified in a
regulation,  the  use of SW-846 methods  is not mandatory  in  response  to  Federal testing
requirements. The information contained in each procedure is provided by EPA as guidance to be
used by the analyst and the regulated community in making judgements necessary to meet the data
quality objectives or needs for the intended use of the data.

       The following methods are found in Chapter Ten:
             Method 0010:
                    Appendix A:
                    Appendix B:
             Method 0011:

             Method 0020:
             Method 0023A:
             Method 0030:
             Method 0031:
             Method 0040:

             Method 0050:
             Method 0051:
             Method 0060:
             Method 0061:

             Method 0100:
Modified Method 5 Sampling Train
       Preparation of XAD-2 Sorbent Resin
       Total Chromatographable Organic Material Analysis
Sampling for Selected Aldehyde and Ketone Emissions from
Stationary Sources
Source Assessment Sampling System (SASS)
Sampling Method for Polychlorinated Dibenzo-p-Dioxins and
Polychlorinated  Dibenzofuran  Emissions from Stationary
Sources
Volatile Organic Sampling Train
Sampling Method for Volatile Organic Compounds (SMVOC)
Sampling of Principal Organic Hazardous Constituents from
Combustion Sources Using Tedlar® Bags
Isokinetic HCI/CI2 Emission Sampling Train
Midget Impinger HCI/CI2 Emission Sampling Train
Determination of Metals in Stack Emissions
Determination of Hexavalent Chromium Emissions  from
Stationary Sources
Sampling for Formaldehyde and Other Carbonyl Compounds
in Indoor Air
CD-ROM
      TEN- 1
     Revision 2
December 1996

-------
                                CHAPTER NINE

                                SAMPLING  PLAN
9.1   DESIGN AND DEVELOPMENT

      The initial  --  and perhaps most critical  --  element in a program designed
to evaluate  the  physical and chemical properties  of  a  solid waste  is  the  plan
for sampling  the  waste.   It is understandable that analytical  studies,  with
their  sophisticated instrumentation  and  high cost, are  often  perceived  as  the
dominant  element  in  a  waste   characterization  program.    Yet,  despite  that
sophistication  and high cost,  analytical  data generated by  a scientifically
defective sampling  plan  have  limited  utility,  particularly  in the case  of
regulatory proceedings.

      This section  of the manual addresses the development  and implementation
of  a   scientifically  credible sampling  plan  for  a  solid  waste  and   the
documentation  of  the  chain of custody for  such  a plan.   The  information
presented in  this section is relevant to  the  sampling of any solid waste, which
has been defined  by  the  EPA  in its regulations  for  the identification  and
listing of hazardous  wastes to  include solid, semisolid,  liquid,  and  contained
gaseous  materials.   However,   the  physical  and  chemical  diversity of those
materials, as well as the  dissimilarity of  storage  facilities (lagoons,  open
piles,  tanks,   drums,  etc.)  and  sampling  equipment   associated  with them,
preclude a detailed consideration of any  specific sampling plan.   Consequently,
because  the burden  of responsibility  for  developing a  technically sound
sampling plan  rests with the waste  producer, it  is advisable  that  he/she  seek
competent advice  before designing  a plan.   This is particularly  true  in  the
early  developmental stages  of  a  sampling plan, at which  time  at  least  a basic
understanding of applied  statistics is  required.   Applied statistics  is  the
science  of  employing  techniques   that  allow  the   uncertainty  of  inductive
inferences (general  conclusions based on partial knowledge)  to  be evaluated.

      9.1.1 Development of Appropriate  Sampling Plans

      An appropriate  sampling plan for a  solid  waste  must be responsive to  both
regulatory and scientific objectives. Once those  objectives  have been  clearly
identified,  a  suitable   sampling   strategy,   predicated   upon  fundamental
statistical  concepts, can be developed.   The  statistical terminology associated
with those concepts is reviewed  in  Table 9-1;  Student's  "t"  values  for  use  in
the statistics of Table 9-1 appear  in Table 9-2.

            9.1.1.1     Regulatory  and  Scientific Objectives

      The EPA,  in  its hazardous waste  management  system,  has  required  that
certain solid wastes  be analyzed for physical  and chemical  properties.  It  is
mostly chemical  properties  that are of  concern,  and,  in the  case  of  a  number
of  chemical  contaminants,   the   EPA   has  promulgated   levels  (regulatory
thresholds)  that cannot be equaled  or exceeded.   The  regulations  pertaining  to
the management of  hazardous  wastes  contain   three  references regarding   the
CD-ROM                            NINE  - 1              Revision       0
                                                        Date   September  1986

-------
TABLE 9-1.   BASIC STATISTICAL  TERMINOLOGY APPLICABLE TO  SAMPLING  PLANS  FOR  SOLID  WASTES
Termi nology
            Symbol
   Mathematical  Equation
(Equati on)
  Variable (e.g.
  or endrin)
ban' urn
•  Individual  measurement
  of variable

.  Mean of possible
  measurements of variable
  (population mean)
N
Z <
?'-l
 N
                                   with N - number of         (1)
                                   possible measurements
  Mean of measurements
  generated by sample
  (sample mean)
                        Simple  random  sampling  and
                        systematic  random  sampling
                                               n
                                               Z
                                               f-1
                                                n
                                     with n - number of       (2a)
                                     sample measurements
                                          Stratified  random  sampling
                                              Ar=l
                                        with xk -  stratum    (2b)
                                        mean and  Wk  - frac-
                                        tion of population
                                        represented by  Stratum
                                        k (number of strata
                                        [k] range from  1  to r)
  Variance of sample
                        Simple  random  sampling  and
                        svstemaic  random  sampling
                                            s2 -
                                  n         n
                                   Z *? ~ (Z *,)Vn
                                  T -1      / =1	
                                         n - I
                                                                                 (3a)
                                          Stratified  random  sampling
 r
 Z
Ar-l
                                                     s
                                                     •*
                                          with s\ - stratum   (3b)
                                          variance and H, -
                                          fraction of population
                                          represent by Stratum k
                                          (number of strata  [k]
                                          ranges from 1 to r)
     CD-ROM
                      IINE - 2
             Revision 	Q	
             Date  September 1986

-------
TABLE 9-1.   (continued)
Termi nology
                            Symbol
Mathematical  Equation
(Equation)
  Standard deviation of
  sample
                                                                             (4)
  Standard  error
  (also standard error
  of mean and standard
  deviation of mean)
  of sample
Confidence
for  a
             interval
                                                                             (5)
                                CI
                                         CI
           with t 20
           obtained from
           Table 2 for
           appropri ate
           degrees of freedom
                                                                             (6)
  Regulatory threshold3           RT


  Appropriate number of
  samples to collect from        n
  a solid waste (financial
  constraints not considered)

  Degrees of freedom             df

  Square root transformation

  Arcsin transformation         —
                                       Defined by EPA  (e.g., 100 ppm for
                                       barium in  elutriate of EP toxicity)
                                           tjo s2       with A - RT  - x
                                       df = n -  1
                                      Arcsin p;  if necessary,  refer to any
                                                text on basic  statistics;
                                                measurements must be con-
                                                verted to percentages (p)
                                (7)




                               (8)



                               (9)

                               (10)

                               (11)
  aThe upper  limit of the CI for p  is  compared with the applicable  regulatory  threshold
(RT)   to  determine  if a  solid  waste  contains the variable  (chemical  contaminant) of
concern  at  a hazardous  level.   The  contaminant  of  concern  is not  considered  to be
present in the waste at a hazardous  level if the upper limit of the CI is less than the
applicable RT.   Otherwise,  the opposite conclusion is reached.
     CD-ROM
                                      IINE  -  3
             Revision  	Q	
             Date   September  1986

-------
             TABLE  9-2.   TABULATED  VALUES  OF  STUDENT'S  "t"  FOR  EVALUATING
                                     SOLID  WASTES
Degrees of
freedom (n-l)a
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
40
60
120

Tabu! ated
"t" Value5
3.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
1.
.078
.886
.638
.533
.476
.440
.415
.397
.393
.372
.363
.356
.350
.345
.341
.337
.333
.330
.328
.325
.323
.321
.319
.318
.316
.315
.314
.313
.311
.310
.303
.296
.289
.282
       Degrees of freedom (df) are equal to the number of samples (n) collected from a
solid waste 1 ess one.
     b Tabulated "t" values are for a two-tailed confidence
of 0.20  (the  same values  are  applicable to  a  one-tailed
probability of 0.10).
                   interval and a probability
                   confidence  interval  and  a
     CD-ROM
IINE  - 4
Revision 	Q	
Date  September 1986

-------
sampling of  solid wastes for analytical  properties.  The first reference,  which
occurs  throughout  the regulations,  requires  that  representative samples  of
waste be collected  and  defines  representative samples as exhibiting  average
properties  of the whole waste.  The  second  reference, which  pertains  just  to
petitions to exclude wastes from being  listed  as hazardous  wastes,  specifies
that enough  samples  (but in no case less than  four samples)  be  collected  over
a period of time sufficient to represent the  variability  of  the  wastes.  The
third  reference,  which  applies  only  to  ground water  monitoring  systems,
mandates that  four  replicates (subsamples) be  taken  from each  ground  water
sample  intended  for chemical  analysis  and that the  mean concentration and
variance for  each chemical  constituent be calculated from  those four subsamples
and compared with  background  levels  for ground water.  Even the statistical
test to be  employed in that comparison is specified (Student's t-test).

      The  first  of  the  above-described  references  addresses the  issue  of
sampling accuracy,  and the  second  and  third references focus  on  sampling
variability or, conversely, sampling precision  (actually  the third  reference
relates  to   analytical  variability,   which,   in  many  statistical  tests,  is
indistinguishable  from  true  sampling  variability).   Sampling accuracy  (the
closeness of  a  sample value  to its  true  value)  and  sampling  precision  (the
closeness  of  repeated  sample values) are  also the  issues  of overriding
importance  in any scientific assessment  of sampling practices.   Thus,  from  both
regulatory  and scientific perspectives, the primary objectives of a sampling
plan for a  solid waste are twofold:  namely,  to collect samples that will  allow
measurements  of the  chemical  properties  of the  waste that  are  both  accurate and
precise. If  the chemical measurements  are  sufficiently accurate  and precise.
they will be considered reli able estimates  of  the chemical  properties  of the
waste.

      It is  now  apparent that a judgment  must  be made  as  to  the degree  of
sampling accuracy  and precision  that  is  required to  estimate  reliably the
chemical characteristics of a solid  waste  for  the purpose of comparing  those
characteristics  with  applicable   regulatory  thresholds.    Generally,   high
accuracy and  high precision are required if  one or more chemical  contaminants
of a solid waste are present at a  concentration that is close  to  the applicable
regulatory  threshold.  Alternatively,  relatively low accuracy  and low  precision
can be  tolerated if the contaminants of concern  occur at  levels  far below  or
far above their applicable thresholds.   However, a word of  caution  is  in  order.
Low  sampling precision  is  often  associated  with  considerable  savings  in
analytical,  as well  as sampling, costs and is clearly recognizable even  in the
simplest of statistical tests.  On the  other  hand, low sampling  accuracy may
not entail  cost savings and is always obscured  in statistical tests  (i.e.,  it
cannot be evaluated).  Therefore,  although  it  is  desirable to design sampling
plans for solid wastes  to  achieve  only the minimally required precision (at
least two samples of  a material are  required  for any  estimate  of precision),
it is prudent to design the plans to  attain the  greatest possible accuracy.
CD-ROM                            NINE - 5              Revision       0
                                                        Date   September  1986

-------
      The roles that inaccurate  and  imprecise  sampling  can  play  in  causing  a
solid waste to be inappropriately judged  hazardous  are  illustrated  in  Figure
9-1.   When  evaluating Figure 9-1, several  points  are  worthy  of  consideration.
Although  a  sampling plan for a  solid  waste  generates a mean   concentration  (x)
and standard  deviation  (s,  a measure  of  the  extent  to which  individual  sample
concentrations  are  dispersed  around  x)  for  each  chemical  contaminant  of
concern,  it is not the variation of  individual  sample concentrations  that is
of ultimate  concern,  but  rather the  variation  that  characterizes  x  itself.
That  measure  of dispersion is termed  the  standard  deviation  of  the mean  (also,
the  standard  error  of the mean  or  standard error)  and  is  designated  as  s^.
Those two sample values, x   and S^ ,  are  used to  estimate the interval  (range)
within which  the true mean  (p) of the  chemical  concentration probably  occurs,
under the assumption  that the individual  concentrations exhibit a normal  (bell-
shaped)  distribution.    For the  purposes  of  evaluating   solid  wastes,  the
probability  level  (confidence interval) of  80% has been selected.   That  is,  for
each  chemical  contaminant of concern,  a  confidence  interval  (CI)  is  described
within which  p occurs  if  the  sample  is representative,  which  is  expected of
about 80  out of 100  samples.  The upper limit  of the 80%  CI is  then compared
with  the  appropriate  regulatory threshold.  If the upper  limit is less than  the
threshold, the chemical  contaminant  is not  considered  to be present  in  the
waste at  a  hazardous  level;  otherwise, the opposite  conclusion  is drawn.   One
last  point  merits  explanation.   Even  if the upper  limit of  an estimated  80% CI
is only slightly less than the  regulatory threshold  (the worst case of chemical
contamination  that would be  judged acceptable),  there is only  a  10%  (not  20%)
chance that the threshold  is equaled  or exceeded.   That is  because  values of
a normally  distributed contaminant that are outside the limits of an 80%  CI  are
equally  distributed  between the  left (lower) and right (upper)  tails  of  the
normal curve.  Consequently, the  CI  employed  to  evaluate solid  wastes  is,  for
all practical purposes, a 90% interval.

            9.1.1.2  Fundamental Statistical Concepts

      The  concepts   of  sampling  accuracy   and  precision   have  already  been
introduced,  along with    some   measurements  of  central   tendency  (x)  and
dispersion (standard deviation  [s]  and  sx)  for concentrations of a  chemical
contaminant  of a  solid  waste.   The utility  of  x and  sx in  estimating  a
confidence  interval that probably contains the  true  mean (p) concentration of
a contaminant  has  also been described.   However, it was noted that the validity
of   that  estimate   is   predicated    upon   the   assumption  that individual
concentrations of the contaminant exhibit a normal  distribution.

      Statistical techniques  for obtaining  accurate and precise  samples  are
relatively  simple  and easy to implement.  Sampling accuracy  is usually achieved
by some  form of  random  sampling.    In random  sampling,   every  unit  in  the
population  (e.g.,  every location  in  a  lagoon  used to  store  a solid waste)  has
a  theoretically  equal  chance  of being  sampled  and  measured.   Consequently,
statistics  generated  by  the sample  (e.g., x and, to  a lesser degree, S^ )  are
unbiased  (accurate)  estimators  of true  population  parameters  (e.g.,   the CI
for p).   In  other  words,  the sample  is representative of the population.   One
of the commonest methods of  selecting  a random sample  is  to   divide   the

CD-ROM                            NINE  - 6              Revision       0
                                                        Date  September 1986

-------
             ACCURATE AND PRECISE SAMPLE
           (Waste Appropriately Judged Nonhazardous)
         0.4-
               True Mean (pi and Sample Mean (x)
                                  ACCURATE AND IMPRECISE SAMPLE
                                  (Waste Inappropriately Judged Hazardous)
                                                           M and x
         0.3-
       u.
       O
         0.2-
       O
         0.1-
                               I   I   I   I
           65  70  75  80  85 90  95 100 105 110
              CONCENTRATION OF BARIUM (ppm)
            INACCURATE AND PRECISE SAMPLE
           (Waste Inappropriately Judged Hazardous)
                                                                          I
                                         r
                                  65  70  75  80  85  90  95 100 105 110
                                     CONCENTRATION OF BARIUM (ppm)
                                  INACCURATE AND IMPRECISE SAMPLE
                                  (Waste Inappropriately Judged Hazardous)
            65
 70  75  80  85  90 95 100 105 110
CONCENTRATION OF BARIUM (ppm)
    1   I   I   I   I    T
65   70  75  80  85  90  95 100 105 110
   CONCENTRATION OF BARIUM (ppm)
                         NOTE: In All Cases, Confidence Interval for n - x ± t 20 >x.
       Figure  9-1.  -  Important  theoretical  relationships  between sampling
  accuracy and precision and regulatory objectives for a  chemical contaminant
  of  a  solid  waste  that occurs  at a  concentration marginally  less than  its
  regulatory threshold.   In this  example, barium is the chemical contaminant.
  The true mean concentration  of barium in the  elutriate of the EP toxicity
  test  is  85 ppm,  as  compared  to a  regulatory  threshold  of  100  ppm.   The
  upper limit  of the confidence  interval  for  the true  mean concentration,
  which is  estimated  from the  sample  mean and  standard  error, must be  less
  than  the  regulatory  threshold  if  barium  is  judged  to  be present  in  the
  waste at  a  nonhazardous level.
CD-ROM
                        IINE  -  7
              Revision  	Q	
              Date  September  1986

-------
population  by  an  imaginary grid,  assign  a  series of  consecutive  numbers  to  the
units of the grid, and select the numbers  (units) to be sampled  through the  use
of a  random-numbers table  (such  a  table can be found  in  any text on  basic
statistics).   It  is  important to  emphasize  that a haphazardly selected sample)
is not a suitable substitute for a randomly selected  sample.   That  is because
there is no assurance that a person performing undisciplined sampling will  not
consciously or  subconsciously favor the  selection of  certain  units  of  the
population, thus  causing the sample  to  be  unrepresentative of  the population.

     Sampling  precision is  most commonly achieved  by  taking  an appropriate
number of samples from the population.  As can be observed  from the equation
for calculating S^   precision increases  (  S^ and the  CI for p decrease)  as  the
number of samples (n) increases, although  not in a  1:1 ratio.   For  example,  a
100%  increase in the number  of samples  from  two  to four causes  the  CI  to
decrease by approximately 62% (about 31%  of  that decrease is  associated with
the critical upper tail of the normal curve).  However,  another 100% increase
in sampling effort from four to eight samples  results in only  an additional  39%
decrease in the CI.  Another technique for  increasing  sampling  precision  is  to
maximize  the  physical  size  (weight  or  volume)  of the  samples  that  are
collected.   That has  the  effect of minimizing  between-sample variation and,
consequently,  decreasing s^.   Increasing  the number  or  size of samples  taken
from  a  population,   in  addition  to  increasing  sampling  precision,  has  the
secondary effect of increasing sampling accuracy.

     In  summary,  reliable  information concerning the  chemical  properties of  a
solid  waste  is   needed  for  the purpose  of  comparing those  properties with
applicable  regulatory thresholds.  If chemical information  is to be  considered
reliable, it  must be accurate and sufficiently precise.  Accuracy  is usually
achieved by incorporating some  form  of randomness  into  the selection process
for the samples that generate  the  chemical information.  Sufficient precision
is most often  obtained by selecting an  appropriate number of samples.

     There  are a  few ramifications of the  above-described concepts  that  merit
elaboration.    If,  for  example,  as in  the case  of  semiconductor  etching
solutions,  each batch of a waste is  completely homogeneous with regard  to  the
chemical  properties of  concern and that chemical  homogeneity  is constant
(uniform)  over time  (from  batch  to batch), a  single  sample collected from  the
waste  at  an   arbitrary  location  and  time  would   theoretically  generate  an
accurate and precise estimate of  the  chemical  properties.   However, most  wastes
are heterogeneous in terms of  their  chemical  properties.   If a  batch of  waste
is randomly heterogeneous with  regard to its chemical  characteristics and that
random chemical  heterogeneity remains  constant from  batch to  batch, accuracy
and appropriate precision can usually  be  achieved  by simple random sampling.
In  that type  of sampling,  all  units  in  the  population  (essentially  all
locations  or  points in all  batches of  waste  from which a  sample could  be
collected)  are  identified,  and a  suitable  number  of  samples  is randomly
selected from  the  population.   More complex stratified  random  sampling  is
appropriate if a batch  of waste is  known to be nonrandomly heterogeneous  in
terms of its  chemical  properties  and/or nonrandom chemical  heterogeneity  is
known  to  exist  from  batch  to  batch.    In  such  cases,  the  population  is
stratified to  isolate the known sources  of nonrandom chemical  heterogeneity.
CD-ROM                            NINE - 8              Revision       0
                                                        Date   September  1986

-------
After stratification, which  may  occur over space  (locations  or points in  a
batch of waste) and/or time  (each batch of waste), the  units  in each stratum
are  numerically  identified,  and a  simple  random sample  is  taken from each
stratum.   As  previously intimated, both simple and stratified  random sampling
generate  accurate estimates of the chemical properties of  a solid  waste.  The
advantage of stratified random sampling over simple  random sampling is  that,
for  a given  number  of  samples  and  a given sample size,  the former technique
often results  in a more precise estimate of chemical  properties  of a waste  (a
lower value of s^)  than the latter technique.   However,  greater precision  is
likely to be  realized only  if a waste  exhibits substantial nonrandom chemical
heterogeneity and stratification efficiently "divides"  the waste  into  strata
that  exhibit  maximum  between-strata  variability and  minimum  within-strata
variability.   If that does not occur, stratified  random sampling  can produce
results  that  are  less precise  than  in  the case  of  simple  random sampling.
Therefore, it is reasonable to select stratified  random sampling  over  simple
random sampling only if the distribution of chemical contaminants in a  waste
is sufficiently  known to allow an intelligent identification of  strata  and  at
least two or  three  samples can  be  collected  in  each  stratum.    If a strategy
employing stratified  random  sampling is  selected,  a decision  must  be made
regarding  the allocation  of  sampling effort  among  strata.    When  chemical
variation within each stratum can be estimated with a great degree of detail,
samples  should be optimally allocated  among strata, i.e.,  the number of samples
collected from each  stratum  should  be directly  proportional  to the chemical
variation encountered  in  the  stratum.   When  detailed information concerning
chemical   variability within  strata  is   not  available,  samples should   be
proportionally allocated among strata, i.e., sampling effort  in each stratum
should be directly proportional  to the size of the stratum.

     Simple   random  sampling  and  stratified  random  sampling   are  types   of
probability sampling.   Which, because  of a  reliance  upon  mathematical and
statistical theories, allows  an  evaluation  of  the effectiveness  of sampling
procedures.   Another  type  of   probability  sampling  is  systematic   random
sampling, in  which the first unit  to  be collected from a  population  is randomly
selected, but  all subsequent units  are  taken at fixed  space or  time intervals.
An example of systematic  random sampling is the  sampling of  a waste  lagoon
along a  transect in which the  first  sampling point  on  the transect  is 1  m from
a randomly selected  location on the shore and subsequent  sampling points are
located  at 2-m  intervals  along  the transect.   The  advantages  of systematic
random sampling  over  simple random  sampling and stratified  random sampling are
the ease  with  which samples are identified  and collected  (the selection  of the
first sampling unit determines the remainder of the units) and,  sometimes,  an
increase  in  precision.   In  certain  cases,  for  example,  systematic   random
sampling  might be expected  to be a little more precise than stratified  random
sampling  with  one unit per stratum  because  samples  are distributed  more  evenly
over  the population.   As will  be  demonstrated  shortly,  disadvantages   of
systematic random sampling  are the poor accuracy and  precision that can  occur
when unrecognized trends or cycles  occur in the population.   For  those reasons,
systematic random sampling is  recommended only when a population  is  essentially
random or contains at most a modest  stratification.  In such cases, systematic
random sampling would  be  employed  for the sake  of  convenience, with  little
expectation of an increase in  precision over other  random sampling  techniques.
CD-ROM                            NINE - 9              Revision       0
                                                        Date   September  1986

-------
     Probability sampling  is contrasted with  authoritative  sampling,  in  which
an individual  who  is well acquainted with  the  solid waste to be sampled  selects
a sample without  regard to  randomization.   The validity of  data  gathered  in
that manner  is  totally dependent on  the knowledge  of  the  sampler  and  although
valid data can  sometimes be obtained, authoritative sampling is not recommended
for the chemical characterization of most wastes.

     It may now be useful to  offer  a  generalization regarding the  four  sampling
strategies  that  have  been  identified for  solid wastes.    If  little or  no
information  is  available concerning  the distribution  of chemical  contaminants
of a waste,  simple random  sampling  is the most  appropriate  sampling strategy.
As more information is  accumulated for  the  contaminants of  concern,  greater
consideration can be given  (in order of  the  additional information required)
to  stratified  random  sampling,   systematic  random   sampling,  and,   perhaps,
authoritative sampling.

     The  validity  of a  CI for  the true mean  (p)  concentration of a  chemical
contaminant  of  a solid waste is, as  previously  noted,  based on the assumption
that   individual   concentrations    of  the   contaminant   exhibit  a   normal
di stri buti on.   This  is true regardless  of the strategy  that is  employed  to
sample the waste.  Although  there  are computational procedures for evaluating
the correctness  of the assumption  of normality,  those procedures  are meaningful
only if a  large  number of samples  are collected  from a waste.  Because  sampling
plans for  most  solid wastes  entail  just a few samples,  one  can do little  more
than superficially examine resulting data  for  obvious departures  from normality
(this can be done by simple graphical methods),  keeping  in mind  that  even  if
individual  measurements  of a  chemical  contaminant  of  a  waste  exhibit  a
considerably abnormal  distribution, such abnormality  is  not  likely to be the
case for  sample  means, which are our primary concern.   One can also compare the
mean  of the  sample  (x)  with the  variance of the  sample  (s2).   In a  normally
distributed  population,  x would  be expected to  be greater than  s2 (assuming
that the  number  of samples [n]  is  reasonably large).   If that  is  not the  case,
the  chemical  contaminant  of  concern   may  be  characterized  by a   Poi son
distribution  (x  is  approximately  equal  to  s2)  or  a  negative   binomial
di stri buti on (x is  less than s2).    In the former  circumstance,  normality can
often  be  achieved   by  transforming  data   according  to   the   square   root
transformation.  In the  latter  circumstance, normality  may  be  realized  through
use of the arcsine transformation.   If either transformation  is  required,  all
subsequent statistical evaluations  must be performed on  the  transformed scale.

     Finally, it is necessary to address  the  appropriate  number  of samples  to
be employed  in  the chemical characterization of  a  solid  waste.  As has  already
been  emphasized,  the  appropriate  number  of  samples   is  the  least number  of
samples  required to generate a  sufficiently precise estimate  of  the true  mean
(p) concentration  of a chemical contaminant of  a  waste.   From the perspective
of most waste  producers,  that  means the  minimal  number of samples needed  to
demonstrate  that the upper  limit  of the  CI for \i  is  less  than the applicable
regulatory threshold  (RT).  The  formula  for estimating  appropriate  sampling
effort (Table  9-1,  Equation 8) indicates that increased  sampling effort  is
generally justified as  s2 or the  "t 20"  value (probable error rate) increases
CD-ROM                            NINE -  10             Revision       0
                                                        Date   September  1986

-------
and  as  A(RT  -  x)  decreases.   In a wel1-designed  sampling  plan for a  solid
waste,  an effort  is made to estimate  the values  of x and s2 before sampling  is
initia ted.   Such  preliminary estimates,  which may be  derived from information
pertaining  to similar wastes, process engineering data,  or limited  analytical
studies, are used to identify the approximate  number  of  samples that must  be
collected from  the waste.   It is  always  prudent to  collect a somewhat greater
number  of  samples  than  indicated by preliminary estimates of  x  and  s2  since
poor preliminary  estimates  of those  statistics  can  result in an  underestimate
of the  appropriate number  of  samples  to collect.  It  is usually possible  to
process  and  store the  extra  samples   appropriately  until  analysis  of the
initially identified samples is  completed and it can be  determined if  analysis
of the additional samples  is warranted.

      9.1.1.3  Basic  Sampling Strategies

     It  is  now  appropriate  to present general procedures  for implementing the
three  previously introduced  sampling  strategies  (simple  random  sampling,
stratified  random sampling, and  systematic  random  sampling) and  a hypothetical
example of each sampling strategy.  The  hypothetical  examples  illustrate the
statistical calculations that must  be  performed  in most  situations likely  to
be encountered by  a waste  producer  and, also,  provide some insight  into the
efficiency  of the three sampling  strategies  in  meeting  regulatory objectives.

     The  following hypothetical conditions are  assumed  to exist  for all  three
sampling strategies.  First, barium,  which  has an  RT of  100 ppm  as measured  in
the  EP elutriate test, is  the only  chemical contaminant  of concern.  Second,
barium  is discharged in particulate  form  to  a waste lagoon and  accumulates  in
the  lagoon in  the  form  of  a  sludge, which has  built up to approximately the
same thickness  throughout  the  lagoon.   Third,  concentrations  of barium are
relatively  homogeneous  along the  vertical  gradient  (from  the water-sludge
interface  to  the sludge-lagoon  interface), suggesting  a  highly  controlled
manufacturing  process  (little   between-batch  variation  in   barium  concen-
trations).    Fourth, the  physical size  of sludge samples collected from the
lagoon  is as  large as practical,  and barium  concentrations derived  from  those
samples are normally distributed  (note  that we do  not  refer to  barium  levels
in the  samples  of sludge because  barium  measurements  are  actually made  on the
elutriate  from  EP  toxicity tests  performed   with  the  samples).    Last,   a
preliminary study of barium levels in the  elutriate of  four EP  toxicity  tests
conducted with sludge collected  from the  lagoon  several years  ago  identified
values  of 86  and  90 ppm for material collected  near the outfall  (in the  upper
third)  of the  lagoon and values  of  98  and 104  ppm  for  material  obtained from
the  far end (the lower two-thirds)  of the lagoon.

     For  all sampling  strategies,  it  is  important  to remember that barium will
be determined  to be present  in  the  sludge at  a hazardous level if the  upper
limit of the  CI for \i is equal  to or  greater  than the RT of 100  ppm (Table 9-1,
Equations 6 and 7).
CD-ROM                            NINE -  11              Revision       0
                                                        Date   September  1986

-------
            9.1.1.3.1  Simple Random Sampling

     Simple random sampling (Box  1)  is performed by general  procedures  in  which
preliminary estimates  of  x and s2,  as well  as  a  knowledge  of  the  RT,  for each
chemical  contaminant of  a  solid waste  that  is of  concern  are employed  to
estimate the  appropriate number of samples (n)  to  be  collected from  the waste.
That number of  samples is  subsequently  analyzed  for  each  chemical  contaminant
of  concern.     The   resulting  analytical  data  are  then  used  to  conclude
definitively that  each  contaminant is  or  is  not present  in the waste  at  a
hazardous concentration or, alternatively,  to  suggest a  reiterative  process,
involving increased sampling effort, through which the presence  or  absence  of
hazard can be definitively determined.

     In   the  hypothetical   example for  simple   random   sampling   (Box  1),
preliminary estimates of x and sz indicated  a sampling effort consisting of six
samples.   That number  of  samples was  collected   and  initially  analyzed
generating analytical data somewhat different from the  preliminary data (sz was
substantially  greater than  was  preliminarily estimated).  Consequently,  the
upper  limit  of  the  CI  was  unexpectedly  greater  than   the applicable  RT,
resulting in a  tentative  conclusion of  hazard.   However, a  reestimation  of
appropriate sampling  effort, based on statistics  derived from  the  six  samples,
suggested that  such a conclusion  might  be reversed through  the collection and
analysis  of  just  one more sample.   Fortunately, a  resampling effort  was not
required  because  of  the  foresight  of  the  waste  producer  in  obtaining  three
extra samples  during the  initial  sampling effort,   which,  because of  their
influence in  decreasing the final values of x, S^, t  20, and,  consequently, the
upper limit of  the CI -- values  obtained  from  all  nine samples --  resulted  in
a definitive conclusion of nonhazard.

            9.1.1.3.2  Stratified  Random Sampling

     Stratified  random sampling (Box 2)  is conducted by general  procedures that
are similar to  the procedures  described  for simple random  sampling.   The only
difference is  that,  in  stratified  random  sampling,  values  of  x  and s2 are
calculated for  each stratum in the population  and  then integrated  into  overall
estimates  of  those  statistics,  the   standard  deviation  (s),  sx,   and  the
appropriate number of samples (n)  for all  strata.

     The  hypothetical example  for stratified  random  sampling  (Box  2)  is  based
on the same nine sludge samples previously identified  in the example of simple
random sampling  (Box  1) so that  the  relative  efficiencies  of  the  two  sampling
strategies can  be fully compared.  The  efficiency  generated through  the  process
of stratification  is  first evident in the preliminary  estimate of  n  (Step 2  in
Boxes 1  and 2),  which is six for simple  random  sampling and four for  stratified
random sampling.   (The lesser value for  stratified sampling  is the  consequence
of a dramatic decrease in s2  which more  than compensated for a modest  increase
in A.)  The most relevant indication of  sampling efficiency is  the value of Ss,
which is directly employed to  calculate  the CI.   In  the case  of  simple random
sampling,  S^ is calculated  as 2.58 (Step  9 in  Box  1),  and, for  stratified
random  sampling,  S^   is  determined to  be 2.35  (Steps  5 and  7  in  Box  2).
Consequently,  the  gain   in   efficiency  attributable  to  stratification  is
approximately 9% (0.23/2.58).


CD-ROM                            NINE  - 12            Revision       0
                                                       Date   September  1986

-------
BOX 1.      STRATEGY FOR DETERMINING  IF  CHEMICAL  CONTAMINANTS  OF  SOLID  WASTES
            ARE PRESENT AT HAZARDOUS LEVELS - SIMPLE RANDOM SAMPLING

Step                                General Procedures

1.   Obtain preliminary estimates  of  x and s2 for  each chemical  contaminant  of
    a solid waste that is of  concern.  The two above-identified  statistics  are
    calculated  by,  respectively,  Equations  2a  and  3a  (Table 9-1).

2.   Estimate  the  appropriate number of  samples (n^ to  be  collected  from  the
    waste  through  use  of  Equation 8  (Table  9-1)  and Table  9-2.    Derive
    individual  values  of n: for  each chemical  contaminant of concern.   The
    appropriate number  of samples to be  taken  from the  waste  is  the  greatest
    of  the  individual  r\1 values.

3.   Randomly  collect  at  least  r\1 (or n2  -  n 1 ,  n3  -  n 2, etc.,  as will  be
    indicated later in  this  box)  samples  from  the waste (collection  of a  few
    extra samples will  provide protection against poor  preliminary estimates
    of  x  and sz).    Maximize  the physical  size (weight  or  volume)  of  all
    samples that  are  collected.

4.   Analyze the r\1  (or n 2 - n lt n  3 -  n  2 etc.) samples  for  each  chemical
    contaminant of  concern.  Superficially  (graphically) examine each  set  of
    analytical  data for obvious  departures  from  normality.

5.   Calculate x,  s2,  the standard  deviation  (s),  and SR for  each  set  of
    analytical data by, respectively, Equations 2a, 3a,  4,  and  5  (Table 9-1).

6.   If  x for a chemical  contaminant is equal  to  or greater than  the  applicable
    RT  (Equation 7, Table 9-1)  and is believed  to be an  accurate  estimator  of
    p,  the contaminant is considered to be present in  the waste  at a hazardous
    concentration, and the study  is completed.   Otherwise, continue  the  study.
    In  the case of a  set of analytical  data  that  does not exhibit obvious
    abnormality  and for  which  x is greater than  s2,  perform the following
    calculations with  nontransformed data.  Otherwise,  consider  transforming
    the data by the square root  transformation  (if  x  is about equal to  s2)  or
    the arcsine transformation  (if  x  is less  than  s   2)  and performing  all
    subsequent  calculations  with transformed data.   Square root and arcsine
    transformations are  defined  by,  respectively, Equations 10  and 11  (Table
    9-1).

7.   Determine the CI  for each chemical  contaminant of  concern  by  Equation  6
    (Table 9-1) and Table 9-2.   If the upper limit of the CI  is  less  than  the
    applicable RT (Equations  6  and 7, Table  9-1), the chemical  contaminant  is
    not considered to  be present  in the waste at a hazardous  concentration  and
    the study is completed.   Otherwise, the opposite  conclusion  is tentatively
    reached.
CD-ROM                            NINE -  13             Revision       0
                                                        Date   September  1986

-------
     If  a tentative  conclusion  of  hazard  is reached,  reestimate  the total
     number  of  samples  (n2) to be collected from the waste by  use of  Equation
     8  (Table  9-1)   and  Table  9-2.   When  deriving  n2,  employ  the newly
     calculated (not preliminary)  values  of  x and s2.  If additional  n2  -  r\
     samples of waste cannot  reasonably be collected, the  study  is   completed,
     and  a definitive  conclusion  of hazard  is  reached.   Otherwise,  collect
     extra   n2  - nl samples  of  waste.

     Repeat the basic operations  described in Steps  3 through 8  until  the waste
     is judged  to    be nonhazardous or,  if the opposite  conclusion  continues
     to be reached,  until  increased sampling  effort is  impractical.

                            Hypothetical Example
    The  preliminary  study  of  barium  levels  in  the  elutriate of  four  EP
    toxicity  tests,  conducted  with sludge collected from the lagoon several
    years ago, generated  values  of  86 and  90 ppm for sludge obtained  from  the
    upper third of the lagoon and values of 98 and  104  ppm  for sludge  from  the
    lower two-thirds of the lagoon.  Those two sets of values are not judged
    to  be  indicative  of nonrandom  chemical  heterogeneity  (stratification)
    within  the lagoon.   Therefore, preliminary  estimates  of  x and s2  are
    calculated  as:
           n
           E x
           7=1
+ 90 + 98 +  104
     4
                                   =  94.50 ,  and
   (Equation 2a)
n
E x/
7=1
n
- (E
7=1

xf)2/n

                 n - 1
                                                             (Equation 3a)
          35,916.00 - 35,721.00
                   3
          = 65.00.
     Based  on  the preliminary estimates of x  and  s2 as well as the  knowledge
     that the  RT  for  barium  is  100  ppm,
                  (1.6382)  (65.00)
                       5.502
             = 5.77.
                                        (Equation 8)
    As  indicated above, the appropriate number of  sludge  samples  (n^ to  be
    collected from the  lagoon  is  six.   That  number  of samples (plus three
    extra samples for protection against poor  preliminary  estimates of x  and
    s2) is collected from the lagoon by a  single randomization process  (Figure
    9-2).   All  samples  consist of the greatest volume of  sludge that can  be
CD-ROM
             NINE -  14
Revision 	Q	
Date  September 1986

-------

WASTE
1
18
35
52
69
86
103

TX



—

239





409


113


	




	

^


	
	












87





	




•^'*lt+


~

	





	
>



/
r
90
	





	



PCl^oeA
1 93
	

—
93




~~
WASTE LAGOON
—





E
	

	



91

_
—
OUTFALL





	




\


	


«Ce.Ofj
	




89
L
_
— -



*
>$

	

	


I



DZ

_



OVERFLOW PIPE





	
	

J-
	

	

	




	

H&^
\+*
	
90
	




	



	








''
96
	







S


	

	





	
17
34




	

255
	



425
U
0
L(
O
'PER THIRD
: LAGOON
3WER TWO-THIRDS
: LAGOON
V
IMAGINARY SAMPLING GRID
LEGEND
1—425 Units in Sampling Grid
S Barium Concentrations (ppm)
Associated with Nine Samples of Sludge

     Figure 9-2.  Hypothetical sampling conditions  in waste  lagoon  containing
sludge contaminated with barium.   Barium concentrations associated  with  samples
of sludge  refer to  levels  measured  in  the elutriate  of  EP toxicity  tests
conducted with the samples.
CD-ROM
IINE  -  15
Revision 	Q	
Date  September 1986

-------
     practically collected.  The three extra samples  are  suitably processed and
     stored for possible later analysis.

4.    The six samples of sludge  (n^  designated  for  immediate analysis generate
     the following  concentrations  of  barium in the EP  toxicity test:  89, 90,
     87,  96,  93, and 113 ppm.   Although the value of  113  ppm appears unusual
     as compared with  the other data,  there is no  obvious  indication that the
     data  are  not  normally  distributed.

5.    New values  for x  and  s2 and associated values for the standard deviation
     (s) and  s-x  are calculated  as:

          n
          E xr
      -   Ill  =  89 + 90+87 + 96  + 93 + 113 =  ^^             (Equation 2a)
           n       n
           E xf2 - (E xf)2/n
           7=1     7=1
           	n _ i	                                     (Equation 3a)
       = 54,224.00 - 53,770.67 = gQ ^
                   5              '   '

         ,	                                                     (Equation 4)
     s = fs7 = 9.52,  and


    s- = sljn = 9.52/,/S = 3.89.                                    (Equation 5)
6.    The new value for x (94.67)  is  less  than  the  RT  (100).   In addition,  x is
     greater (only slightly)  than s2 (90.67), and,  as  previously indicated, the
     raw data are not characterized  by  obvious  abnormality.   Consequently, the
     study   is  continued,  with  the   following   calculations  performed  with
     nontransformed  data.

7-      CI = ~± t 2Q s- = 94.67  +  (1.476X3.89)                      (Equation 6)
                   = 94.67 + 5.74.
     Because the upper limit of the  CI  (100.41)  is  greater than the applicable
     RT  (100), it is tentatively concluded that barium is present in the sludge
     at  a  hazardous  concentration.
CD-ROM                            NINE - 16             Revision      0
                                                        Date  September 1986

-------
8.  n is now reestimated as:
                 (1.4762) (90.6_7^ = 6  95                          (Equation 8)
           A2          5.332

   The  value   for   n2  (approximately  7)  indicates  that  an  additional  (n2 -
   nl  =  1)  sludge  sample should be collected from the lagoon.

   The additional sampling effort  is  not  necessary because of the three extra
   samples that were  initially  collected from  the lagoon.  All  extra samples
   are analyzed,  generating the following levels  of  barium for the EP toxicity
   test:  93, 90, and 91  ppm.   Consequently, x, s2 the standard deviation (s),
   and s^ are  recalculated as:
                86+ 90 +...+ 91 _  93 56                          (Equation  2a)
           n       n
           E X2 - (E x.)2/n                                      ,r   . .    0 .
              1        '                                          (Equation 3a)
           7=1     7=1
                n - 1
          79,254.00-78,773.78   __ 6Q
   s = vs  = 7.75,  and                                           . r   . .     ..
       v                                                         (Equation 4)
    s- = s/Jn = 7.757/9 =  2.58.
                                                                (Equation 5)

   The value for x  (93.56)  is  again  less  than  the RT (100),  and there is no
   indication  that  the   nine   data   points,  considered  collectively, are
    abnormally  distributed  (in particular,  x is  now substantially greater than
    s2).  Consequently,  CI,  calculated  with nontransformed data, is determined
   to be:

      CI = ~±  t .. s- = 93.56 + (1.397) (2.58)                       ,r    . .    r,
               •20  x                                              (Equation  6)

                    = 93.56 + 3.60.
   The upper limit of  the  CI  (97.16)  is  now less  than the RT of 100.
   Consequently,  it is  definitively concluded that  barium  is not present in the
   sludge at a hazardous level.

CD-ROM                            NINE -  17             Revision      0
                                                        Date   September 1986

-------
BOX 2.   STRATEGY  FOR DETERMINING  IF CHEMICAL  CONTAMINANTS  OF  SOLID  WASTES  ARE
PRESENT AT HAZARDOUS LEVELS - STRATIFIED RANDOM SAMPLING

Step                      General Procedures

1.  Obtain preliminary estimates  of x  and  sz  for each  chemical  contaminant of
   a solid waste  that is of concern.   The two above-identified  statistics  are
   calculated by, respectively,  Equations 2b  and 3b (Table 9-1).

2.  Estimate  the  appropriate  number  of samples  (fij) to be collected  from  the
   waste  through use  of  Equation  8  (Table  9-1)  and  Table  9-2.    Derive
   individual  values  of n1 for  each  chemical contaminant of  concern.   The
   appropriate  number of samples to be  taken  from the waste is the  greatest of
   the individual n1  values.

3.  Randomly collect at least n1  (or n2  - nl, n3 - n2,  etc.,  as will be indicated
   later in this  box) samples from the  waste  (collection of a few extra samples
   will  provide  protection  against  poor preliminary  estimates of  x and s2).
   If  sk for each  stratum  (see  Equation  3b) is believed  to be an  accurate
   estimate, optimally allocate  samples among  strata  (i.e.,  allocate samples
   among strata  so that the number of  samples  collected  from each  stratum is
   directly  proportional to  sk for that stratum).  Otherwise,  proportionally
   allocate samples among strata according  to  size of the strata. Maximize  the
   physical  size  (weight or volume) of  all  samples that are collected  from  the
   strata.

4.  Analyze  the  n1  (or  n  2  -  n 1 , n3   - n2   etc.)  samples for each  chemical
   contaminant of concern.   Superficially  (graphically)   examine each  set  of
   analytical data from each stratum for obvious departures  from normality.

5.  Calculate  x,  s2,  the  standard deviation  (s),  and xs   for each  set  of
   analytical data by,  respectively,   Equations 2b, 3b, 4, and  5 (Table 9-1).

6.  If x for a chemical contaminant is  equal  to  or greater  than  the  applicable
   RT  (Equation  7, Table 9-1) and is  believed  to be an accurate estimator of
   p,  the contaminant is considered to  be present in the  waste  at  a hazardous
   concentration,  and the study is completed.   Otherwise,  continue  the  study.
   In  the  case of a  set  of analytical  data that does  not  exhibit  obvious
   abnormality  and  for which  x  is  greater  than  s2,  perform  the  following
   calculations with nontransformed data.   Otherwise, consider  transforming  the
   data by the square root transformation  (if x is about equal to s2)  or  the
   arcsine transformation (if x is less than s2)  and performing  all  subsequent
   calculations with transformed data.   Square root  and arcsine transformations
   are defined  by, respectively, Equations 10 and  11  (Table  9-1).

7.  Determine the  CI  for  each chemical  contaminant  of concern  by   Equation  6
   (Table 9-1)  and Table 9-2.  If the  upper  limit  of  the  CI  is less  than  the
   applicable RT (Equations 6 and 7,  Table  9-1), the  chemical  contaminant is
   not considered to be present in the  waste  at a hazardous concentration,  and
   the study is completed.  Otherwise,  the  opposite conclusion  is  tentatively
   reached.


CD-ROM                            NINE - 18            Revision       0
                                                       Date  September 1986

-------
8.  If a tentative  conclusion of hazard is reached,  reestimate the total  number
   of samples  (n2) to be collected  from  the  waste  by  use  of Equation 8  (Table
   9-1)  and  Table 9-2.  When  deriving  n2,  employ the newly  calculated  (not
   preliminary) values  of  x and s2.   If  additional  n2 -  r\  samples  of waste
   cannot reasonably be collected,  the  study is  completed,  and  a  definitive
   conclusion of  hazard is  reached.  Otherwise, collect  extra  n2 - r\1 samples
   of waste.

9.  Repeat the  basic  operations  described  in  steps  3  through 8 until  the waste
   is judged  to  be nonhazardous or,  if the opposite conclusion continues to be
   reached,  until  increased sampling effort  is  impractical.

                            Hypothetical  Example
1.  The preliminary  study of barium levels in the  elutriate  of four EP toxicity
   tests, conducted with sludge  collected  from  the  lagoon several  years ago,
   generated  values  of 86 and  90  ppm  for sludge  obtained  from the upper third
   of the lagoon and values of 98  and  104  ppm for  sludge  from the  lower two-
   thirds  of the  lagoon.   Those  two  sets  of  values are  not  judged  to  be
   indicative of  nonrandom chemical heterogeneity  (stratification)  within the
   lagoon.  Therefore, preliminary estimates of x  and sz  are  calculated  as:
        r
    -        —     (1X88.00)    (2X101.00)    0,  ,7      ,         (Equation 2b)
    x=  E  Uk xk =  	 + 	 = 96.67 , and
                      o             o
        k-l

        r
    2   v //   2     (1X8.00)    (2X18.00)   r, ,7
   5  =  E uk sk =  	3	 +  	3	 =  14-67 •                (Equation 3b)
       k=l

2.  Based on the preliminary estimates  of x and s2 as well as the knowledge that
   the  RT for barium is 100 ppm,

                 (1.3682) (14.67)   0  cc                           (Equation  8)
                              —  = 3.00.
          A2           3.332

   As indicated  above,  the appropriate  number  of sludge  samples  (r^)  to  be
   collected  from  the  lagoon is four.  However,  for  purposes of comparison with
   simple  random   sampling  (Box  1),  six  samples   (plus  three extra samples
   for  protection  against  poor    preliminary   estimates of  x  and s2)  are
   collected   from   the   lagoon    by   a   two-stage   randomization process
   (Figure 2).   Because sk for  the  upper  (2.12 ppm) and lower (5.66 ppm) strata
   are  not believed to   be  very  accurate estimates, the  nine  samples  to  be
   collected  from  the  lagoon  are not optimally allocated between the  two
   strata (optimum  allocation  would require   two and  seven   samples  to  be
CD-ROM                            NINE -  19             Revision      0
                                                        Date  September 1986

-------
   collected from the upper  and  lower  strata,  respectively).   Alternatively,
   proportional  allocation  is  employed:   three  samples  are collected from the
   upper stratum (which  represents  one-third  of the lagoon),  and six samples
   are taken from the lower  stratum (two-thirds of the lagoon).   All samples
   consist  of the greatest  volume of sludge that can be  practically collected.

4.  The nine samples  of sludge  generate  the following concentrations of barium
   in the EP toxicity test:  upper stratum --  89, 90,  and 87 ppm;  lower stratum
   -- 96, 93, 113, 93, 90,  and  91  ppm.   Although the value of  113 ppm appears
   unusual  as compared with the  other  data for  the lower  stratum, there is no
   obvious indication that the data are  not normally distributed.

5.  New values for x  and  s2  and associated values for the standard  deviation (s)
   and s; are calcul ated as:
       r
         ,, ~     (1X88.67)    (2X96.00)   n~ cc
         Ukxk= - - - + - - -  = 93.56 ,                  (Equation 2b)
      k=l
    2   y ,,   2     (1)(2.33)  ^ (2)(73.60)    ,q R4
   s  - 2. w^ s^.  -	 +	4y.b4 ,                 (Equation 3b)
       k=l
   s = /s7 = 7.06,  and                                              (Equation  4)
   s- = s/v/n = 7.06/V/9 = 2.35.                                        (Equation 5)
6.  The new  value  for  x (93.56) is less than the  RT  (100).   In  addition, x is
   greater than  s2 (49.84),  and, as  previously  indicated,  the raw data are not
   characterized by  obvious abnormality.  Consequently,  the study is continued,
   with the following  calculations performed with  nontransformed  data.

7.  Cl = ~± t/M s- = 93.56 + (1.397X2. 35)                           (Equation 6)

                = 93.56 + 3.28.
   The upper  limit  of the CI  (96.84)  is  less than the  applicable  RT (100).
   Therefore,  it  is  concluded  that barium is not  present  in  the  sludge  at a
   hazardous concentration.
CD-ROM                            NINE - 20             Revision      0
                                                        Date  September 1986

-------
                  9.1.1.3.3  Systematic Random Sampling

      Systematic  random sampling  (Box 3) is  implemented by  general procedures
that are identical  to  the  procedures  identified  for simple random  sampling.
The hypothetical  example for systematic random sampling  (Box  3)  demonstrates
the bias and imprecision that are associated with that type of sampling when
unrecognized trends or cycles exist in the population.

            9.1.1.4  Special Considerations

      The preceding  discussion has addressed  the major issues that  are critical
to the  development  of  a  reliable sampling  strategy  for  a  solid  waste.  The
remaining  discussion  focuses on  several  "secondary" issues  that  should  be
considered when designing an appropriate sampling strategy.   These  secondary
issues  are  applicable to all  three of the basic sampling  strategies  that have
been identified.

                  9.1.1.4.1  Composi te Sampli ng

      In composite  sampling,  a number of random samples are initially  collected
from a  waste  and combined into a  single  sample, which  is then analyzed  for the
chemical  contaminants  of   concern.    The  major  disadvantage of   composite
sampling,  as  compared  with  noncomposite   sampling,   is  that  information
concerning  the  chemical  contaminants  is  lost, i.e., each initial  set of  samples
generates  only a  single  estimate of the  concentration  of each  contaminant.
Consequently,  because  the number  of  analytical measurements  (n)  is  small,  sx
and t 20  are  large,  thus decreasing the likelihood that a contaminant  will  be
judged  to  occur  in the waste at  a  nonhazardous  level  (refer to appropriate
equations  in Table  9-1 and  to Table  9-2).   A remedy to that situation is  to
collect  and  analyze a  relatively  large number  of composite samples,  thereby
offsetting the savings in  analytical  costs that are  often  associated with
composite sampling,  but achieving better representation of the waste than would
occur with noncomposite sampling.

      The appropriate number  of composite  samples  to  be collected  from  a solid
waste is estimated  by  use of Equation  8 (Table 9-1), as  previously  described
for  the  three  basic sampling  strategies.   In comparison  with  noncomposite
sampling, composite  sampling  may have the effect  of  minimizing between-sample
variation (the  same  phenomenon that occurs when the  physical size of  a  sample
is maximized), thereby reducing somewhat  the number of samples that  must  be
collected from the waste.

                  9.1.1.4.2  Subsampling

      The  variance  (s2)  associated  with  a  chemical contaminant of a waste
consists of two components  in that:


                 2   sa2                                        (Equation 12)
           s  = s  + 	,
                     m
CD-ROM                            NINE -  21              Revision       0
                                                        Date   September  1986

-------
BOX 3.   STRATEGY FOR DETERMINING IF CHEMICAL CONTAMINANTS OF SOLID WASTES
        ARE PRESENT AT HAZARDOUS LEVELS - SYSTEMATIC RANDOM SAMPLING
Step                           General Procedures

1.  Follow general  procedures  presented for simple  random  sampling of  solid
   wastes (Box 1).
  yi                          Hypothetical Example

   The example  presented in Box 1 is  applicable to systematic  random  sampling,
   with the  understanding that the nine  sludge samples obtained from  the  lagoon
   would  be  collected at  equal  intervals along  a transect  running  from  a
   randomly  selected location on  one bank  of the lagoon to the opposite  bank.
   If that randomly selected transect were  established between Units  1 and  409
   of the sampling grid (Figure 9-2)  and sampling were performed  at  Unit  1  and
   thereafter at three-unit intervals  along the transect  (i.e.,  Unit 1, Unit
   52, Unit  103,  ...  ,  and Unit 409),  it is  apparent  that only two samples
   would  be  collected  in the upper third of the lagoon, whereas  seven samples
   would  be  obtained from the lower  two-thirds of the lagoon.   If, as  suggested
   by the barium concentrations  illustrated in Figure 9-2, the  lower part  of
   the   lagoon  is  characterized   by   greater   and  more  variable   barium
   contamination than  the upper part  of  the lagoon,  systematic random sampling
   along  the above-identified  transect,  by placing undue (disproportionate)
   emphasis  on  the lower part of the  lagoon, might be expected to result  in  an
   inaccurate (overestimated) and imprecise characterization  of  barium  levels
   in  the  whole  lagoon,  as  compared  with either  simple  random sampling  or
   stratified  random  sampling.   Such  inaccuracy  and  imprecision,  which  are
   typical of  systematic random  sampling  when  unrecognized trends or  cycles
   occur in the population, would be magnified if,  for example,  the randomly
   selected  transect were established solely in the  lower  part of the lagoon,
   e.g.,  between Units 239  and 255 of the sampling grid.
CD-ROM                            NINE  -  22              Revision       0
                                                        Date   September  1986

-------
where s2s = a component  attributable  to sampling  (sample)  variation,  |   =  a
component attributable to  analytical  (subsample)  variation,  and  m  = number of
subsamples.   In  general, s2, should not be allowed  to exceed  one-ninth of  szs. If
a  preliminary  study  indicates  that  s2a  exceeds  that  threshold,   a  sampling
strategy  involving  subsampling  should  be considered.  In  such  a  strategy,  a
number  of  replicate measurements are  randomly  made  on a  relatively  limited
number  of randomly  collected  samples.   Consequently,  analytical effort is
allocated as a  function of analytical variability.   The efficiency  of that
general  strategy  in  meeting regulatory objectives  has  already been demonstrated
in the previous discussions of sampling effort.

      The appropriate number of samples (n) to be  collected  from  a  solid waste
for which subsampling will be employed is  again  estimated  by Equation  8 (Table
9-1).   In the case of simple random sampling  or  systematic random  sampling with
an equal number of  subsamples analyzed per  sample:
                    n
               ~  =  E x.ln,
                    7=1
                               (Equation  13)
where xt  =  sample mean  (calculated  from  values  for  subsamples)  and  n  = number
of samples.  Also,
                     n       n
                     EI~2 - (E~)2/n
                     7=1     7=1
                          n - 1
                                (Equation  14)
The  optimum number  of subsamples  to be  taken from  each  sample  (mopt )  is
estimated as:
          m
                                                                 (Equation 15)
when cost  factors are not considered.  The   value  for  sa  is  calculated  from
available data as:
                     / j / J  S\ ,• -:   \ / -> S\ • • j
                           ' , /       / /
                          n (m - 1)
                                                               (Equation 16)
and ss,  which  can  have  a  negative characteristic,  is defined as:
                                                                   (Equation 17)
CD-ROM
IINE
23
Revision 	Q	
Date  September 1986

-------
with s2  calculated  as  indicated in Equation 14.

      In the  case  of stratified  random  sampling with  subsampling,  critical
formulas for estimating sample size  (n) by  Equation 8  (Table  9-1)  include:
x =  E lflk xk
    /c=l
                                                                 (Equation 2b)
where xk = stratum mean and  W  k = fraction of population  represented by Stratum
K  (number  of  strata,  k, ranges  from  1 to  r).   In  Equation 2b,  xk  for  each
stratum is  calculated  as the average of all  sample means in the stratum (sample
means  are   calculated  from  values  for  subsamples).    In  addition,  sz  is
calculated  by:
  s'
             = Ł  w,
               k=l
            S,
                                                                  (Equation 3b)
with s \ for each  stratum calculated from all  sample  means  in  the stratum.   The
optimum  subsampling  effort  when cost  factors  are  not  considered  and  all
replication is symmetrical is again estimated  as:
       — ,  with
                                                                 (Equation  15)
  S  =
        E E  E  xL< -  (E Xt..)z/m
                rn (m - 1)
                                   and
                                                                (Equation 18)
 \
           s   -
                                                             (Equation 17)
with s2  derived  as  shown  in Equation 3b.

            9.1.1.5  Cost  and Loss  Functions

      The  cost  of  chemically characterizing  a  waste  is  dependent on  the
specific strategy that is  employed  to  sample  the  waste.   For example,  in the
case of  simple random sampling without subsampling,  a  reasonable cost function
might be:
     C
                                                                 (Equation 19)
CD-ROM
                         NINE  - 24
                                                        Revision      0
                                                        Date  September 1986

-------
where C(n) = cost of employing  a  sample  size of n,  C0 = an overhead cost  (which
is independent  of  the number of samples that  are collected and analyzed), and
Cj =  a  sample-dependent cost.   A consideration of Qn)  mandates an evaluation
of L(n), which is the sample-size-dependent expected financial  loss related to
the erroneous conclusion that  a  waste is hazardous.   A simple  loss function is:


            /.(n) = —,                                        (Equation  20)
with a = a constant related to the cost of a waste management program  if the
waste  is  judged to be  hazardous,  s2 = sample  variance,  and n  = number of
samples.   A  primary objective of any sampling strategy is to minimize C(n) +
L(n).    Differentiation  of Equations  19  and  20  indicates  that  the number of
samples (n) that minimize C(n)  + L(n) is:
n =
                                                             (Equation 21)
As is evident  from Equation 21,  a  comparatively large number of samples  (n)  is
justified  if the  value  of a or  sz is large, whereas a  relatively small  number
of  samples  is  appropriate  if the  value of  C1  is  large.    These general
conclusions are valid for any sampling strategy for a solid waste.

9.2  IMPLEMENTATION

      This  section  discusses  the implementation of  a  sampling  plan for the
collection  of  a  "solid waste," as defined by  Section 261.2  of the  Resource
Conservation  and  Recovery  Act  (RCRA)  regulations.   Due to the uniqueness  of
each  sampling  effort,  the  following  discussion is  in the  general  form  of
guidance  which,  when  applied  to each  sampling effort,  should  improve and
document the quality of the sampling and the representativeness of samples.

      The  following  subsections  address elements of  a  sampling  effort in  a
logical  order, from defining objectives through compositing  samples  prior  to
analysis.

      9.2.1  Definition Of Objectives

      After verifying  the  need for sampling,  those  personnel  directing the
sampling  effort  should  define the  program's  objectives.   The  need  for  a
sampling effort should not be  confused with the objective.   When  management,
a regulation,  or a regulatory agency requires sampling,  the need for  sampling
is established but the objectives must be defined.
CD-ROM                            NINE  -  25              Revision      0
                                                        Date  September  1986

-------
      The  primary  objective  of  any  waste  sampling  effort  is  to  obtain
information that  can be  used  to  evaluate  a  waste.   It is essential that the
specific  information needed and its uses are defined in detail at this stage.
The information needed is usually more  complex than just  a concentration of  a
specified parameter; it may be further qualified (e.g.,  by sampling location
or sampling  time.) The manner  in which  the information is to  be used can also
have a  substantial impact on the design of a sampling plan.   (Are the data to
be used in  a qualitative or quantitative manner?  If quantitative,  what are the
accuracy and precision requirements?)

      All  pertinent information should  be  gathered.    For  example,  if the
primary  objective has  been roughly  defined as  "collecting  samples of waste
which will  be  analyzed to comply  with  environmental regulations,"  then ask the
following questions:

      1.     The  sampling is  being  done  to  comply  with  which environmental
            regulation?    Certain  regulations  detail  specific   or  minimum
            protocols  (e.g., exclusion  petitions as defined in §260.22 of the
            RCRA  regulations);  the  sampling  effort  must comply with  these
            regulatory requirements.

      2.     The  collected  samples  are to be  analyzed  for  which parameters?
            Why those  and not  others?  Should the  samples  be analyzed for more
            or fewer parameters?

      3.     What waste  is to be sampled:  the  waste as generated?  The waste
            prior  to  or after   mixing   with  other  wastes or stabilizing
            agents?   The waste  after aging  or  drying   or   just prior  to
            disposal?  Should waste  disposed  of 10 years  ago  be  sampled to
            acquire historical data?

      4.     What  is the   end-use of the generated data  base?   What are the
            required degrees of accuracy and precision?

      By  asking   such  questions,   both the  primary  objective  and specific
sampling, analytical,  and data objectives can be established.

      Two  sampling  efforts   could   have  identical   primary   objectives  but
different specific objectives.  For example,  consider two situations in which
the primary objective is to determine  if the  concentration of barium is less
than the regulatory threshold of 100  ppm.   The specific  objectives will vary
and  have a substantial  effect  on sampling.   (This  situation  is presented
graphically  in  Figures 9-3 and 9-4.)  In Figure 9-3, under the assumption that
the true  distribution of barium concentrations throughout the waste of interest
is as shown, limited information has  indicated that the average concentration
is approximately  50  ppm.  In Figure  9-4, assume that historical data indicated
an  average  concentration  of  90  ppm  and  the  true  distribution  of  barium
concentrations is  as  shown.   Therefore,  the specific data objective for the
latter  case  is  to  generate a data  base that can discriminate  between  90 and 100
ppm, whereas in the  former case the data objective is to  discriminate between
50 and 100 ppm.   Greater accuracy  and  precision are required to  discriminate
between 90  and  100 ppm; this fact will  affect  the number, size, and degree of
compositing of samples collected and analyzed.

CD-ROM                            NINE -  26             Revision      0
                                                       Date  September 1986

-------

1 0.3-
"o
Ł0.2-
«
§.
Ł
LL
0.1-

Sampl<
/-
Confidence /
Interval /
Lower \ /
(LL)*y
y

• Mean = True Mean
\
\
\
\ Upper
\ Limit Rpgnlfltory
M(UL) Threshold (RT)

i
•
                        25            50            75
                            Concentration of Barium (ppm)
                                                       100
                       Distance of true value from regulatory threshold
                       requires less accuracy and precision.
Figure  9 - 3.
threshold.
Distribution  of  barium  concentration  removed  from  a  regulatory
                           0.4-J
                                     Sample Mean Ł True Mean
                        >
                        3
                          0.3-
                          0.2.
                          0.1-
                               Upper
                             i Limit
                             !  (UL)
                             !      | Regulatory
                                   ! Threthold (RT)
                                  85    OO    OS   10O
                                   Concentration of Barium (ppm)

                                Proximity of true value from regulatory threshold
                                requires more accuracy and precision.
         Figure
threshold.
         Distribution  of  barium   concentration   near  a  regulatory
  CD-ROM
                                  27
Revision 	Q	
Date   September  1986

-------
      The form  in Figure 9-5  can  be used to  document  primary and specific
objectives prior to development of a  sampling plan.  Once the objectives of a
sampling  effort are developed,  it  is  important to adhere to  them  to ensure that
the program  maintains its direction.

      9.2.2   Sampling Plan Considerations

      The sampling  plan  is  usually a  written document that  describes the
objectives and details the individual tasks of  a sampling effort and how they
will  be performed.   (Under unusual  circumstances, time may not allow for the
sampling  plan to be documented  in writing, e.g., sampling during an emergency
spill.  When operating under these conditions, it is essential that  the person
directing the sampling effort  be aware  of the  various elements of  a sampling
plan.) The  more   detailed  the  sampling  plan,  the less the  opportunity for
oversight or misunderstanding during sampling,  analysis, and data treatment.

      To  ensure that  the sampling plan is designed  properly,  it is  wise to have
all aspects  of  the  effort  represented.   Those designing  the  sampling plan
should include the following personnel:

      1.     An end-user  of the  data,  who  will be using  the data  to attain
            program  objectives  and thus  would be best  prepared  to ensure that
            the data objectives  are understood  and  incorporated  into the
            sampling pi an.

      2.     An experienced member of  the  field  team who will  actually collect
            samples, who  can offer  hands-on  insight   into  potential problems
            and   solutions,   and  who,  having   acquired   a  comprehensive
            understanding of  the entire  sampling effort   during  the design
            phase, will  be better prepared to  implement the sampling plan.

      3.     An analytical  chemist,   because  the  analytical  requirements for
            sampling, preservation,   and  holding times will be  factors around
            which  the sampling  plan will be  written.  A sampling effort cannot
            succeed  if  an  improperly  collected  or  preserved sample  or  an
            inadequate volume  of sample is  submitted  to  the laboratory for
            chemical,  physical,   or biological   testing.     The  appropriate
            analytical  chemist  should be consulted on these matters.

      4.     An engineer  should  be involved if a complex manufacturing process
            is being sampled.  Representation  of  the  appropriate engineering
            discipline will  allow for the optimization of sampling locations
            and safety during sampling and should ensure that  all waste-stream
            variations are accounted for.

      5.     A statistician, who will review  the sampling approach  and verify
            that   the resulting  data   will  be  suitable   for  any  required
            statistical  calculations or decisions.

      6.     A  quality   assurance    representative,   who   will   review  the
            applicability of standard operating procedures and determine the
            number  of  blanks,   duplicates,   spike  samples,   and  other   steps
            required to  document the accuracy  and precision  of the resulting
            data  base.


CD-ROM                            NINE  - 28             Revision      0
                                                       Date  September  1986

-------
Sampli ng Si te:
Address:
Description of Waste to be Sampled:
Primary Objective:
Specific Sampling Objectives:
Specific Analysis Objectives:
Specific Data Objectives:
      Figure 9-5.   Form  for  Documenting  Primary  and  Specific  Objectives


 CD-ROM                            NINE  - 29             Revision      0
                                                        Date  September 1986

-------
      At least  one person should  be  familiar  with  the  site  to  be  sampled.   If
not,  then a  presampling site visit should  be arranged to  acquire  site-specific
information.   If  no one is familiar with the site  and a presampling  site  visit
cannot  be  arranged,  then the  sampling  plan  must be  written  so that it  can
address contingencies that may occur.

      Even in those cases in which  a  detailed  sampling plan  is  authored  and  a
comprehensive knowledge of the  site  exists, it  is  unusual for  a  sampling plan
to be  implemented  exactly  as  written.   Waste-stream  changes,  inappropriate
weather,  sampling  equipment  failure, and problems  in  gaining access to  the
waste are some  reasons why a sampling plan  must  be  altered.   Thus  it is  always
necessary to have at least one experienced sampler  as a  member  of  a  sampling
team.

      The sampling plan should address the considerations discussed  below.

            9.2.2.1  Statistics

      A discussion  of waste sampling often leads to a discussion of statistics.
The  goals of  waste  sampling  and statistics  are identical,  i.e.,  to  make
inferences about a parent population  based upon  the information  contained in
a sample.

      Thus it  is not  surprising  that waste sampling relies heavily  upon  the
highly developed science of statistics and that  a sampling/analytical  effort
usually  contains  the  same  elements  as  does  a  statistical  experiment.
Analogously,  the  Harris pollster collects  opinions  from randomly chosen people,
whereas environmental  scientists collect waste  at  randomly chosen  locations or
times.   The  pollster  analyzes  the  information  into  a useable  data  base;
laboratories  analyze waste samples  and generate data.  Then  the  unbiased data
base  is  used to draw inferences  about the  entire population, which for  the
Harris pollster may be the voting  population  of a  large  city,  whereas for  the
environmental  scientist  the  population  may  mean the entire  contents  of  a
landfill.

      During the implementation  of  a  waste  sampling plan  or a statistical
experiment,  an  effort is made to minimize  the  possibility  of  drawing incorrect
inferences by  obtaining samples  that  are  representative  of  a  population.   In
fact, the term  "representative sample" is  commonly  used to denote a sample that
(1) has the  properties and chemical  composition  of  the  population  from  which
it was collected, and (2) has them in the  same  average proportions  as are  found
in the population.

      In  regard  to  waste sampling,  the  term "representative sample" can  be
misleading unless one is dealing with a homogeneous waste from which  one  sample
can  represent  the  whole  population.   In most  cases,  it   would  be best  to
consider a  "representative data base" generated  by  the  collection  and  analysis
of more than  one  sample that defines  the  average  properties  or  composition of
the waste.  A "representative  data  base"  is a  more realistic term because  the
evaluation of  most wastes requires  numerous  samples to  determine the average
properties  or concentrations of parameters  in  a  waste.  (The  additional  samples
needed to generate a representative data base  can also be used to determine  the
variability  of  these  properties   or  concentrations  throughout  the   waste
populati on . )


CD-ROM                            NINE -  30              Revision       0
                                                        Date  September  1986

-------
      Statisticians have  developed  a  number of strategies to obtain  samples
that are unbiased and collectively representative of  a  population.   A  detailed
discussion  of  these  strategies  is presented in Section 9.1 of  this  chapter.
The following  discussion  of statistical  considerations  is  a  less technical
summary  of  these strategies.  It  was  written  to  complement Section 9.1  and  will
be most useful  after Section 9.1  is read  and studied.

      Section 9.1 describes three basic  sampling  strategies:  simple  random,
stratified  random, and systematic random  sampling.  It should  be noted  that the
word random has more than  one meaning.   When  used  in  statistical  discussions,
it  does not mean  haphazard:    it means  that  every  part  of  a  waste has  a
theoretically equal  chance of being sampled.   Random  sampling,  which  entails
detailed planning and painstaking implementation, is  distinctly different  from
haphazard sampling, which may introduce  bias  into the collection of samples and
the resulting data.

      Systematic  random  sampling and authoritative  sampling strategies  require
a substantial knowledge of the  waste to  ensure that:  (1)  a cycle or  trend  in
waste  composition does not coincide with  the  sampling  locations:  or  (2)  in the
case of  authoritative sampling,  all or most of the  assumptions  regarding waste
composition  or  generation  are  true.    Because  the  variabilities  of waste
composition  and  the  waste generation process  are often unknown,  systematic
random  and  authoritative  sampling strategies  are  usually not  applicable  to
waste evaluation.

      Therefore,  for waste  sampling,  the usual options  are simple  or stratified
random sampling.  Of these two strategies,  simple random sampling  is  the  option
of choice unless: (1) there are  known distinct  strata  divisions)  in the waste
over  time  or in space:  (2)  one  wants  to prove  or  disprove  that there  are
distinct time  and/or  space strata  in  the waste of  interest; or (3) one  is
collecting  a minimum number of  samples  and  desires  to  minimize  the size  of a
hot spot (area  of high concentration)  that could go unsampled.   If any  of these
three  conditions exists, it may  be determined that stratified  random  sampling
would  be   the  optimum  strategy.    To  explain   how  these strategies  can  be
employed,  a few examples follow:

Example 1:   Simple Random Sampling of Tanks

      A batch manufacturing process  had  been  generating a  liquid waste  over a
period  of  years  and  storing it  in a  large  open-top  tank.    As  this  tank
approached  capacity,  some  of  the waste was  allowed to overflow  to a  smaller
enclosed  tank.    This   smaller  tank allowed for  limited access through  an
inspection  port on its  top.

      Because  the  on-site  tank  storage was  approaching capacity,  it   was
determined  that the waste would have to  be disposed of off-site.

      The  operators  of the  facility  had determined  that  the  waste  was  a
nonhazardous solid waste  when   the  RCRA  regulations were first  promulgated.
However, upon recent passage of  more stringent  state  regulations  and  concerns
of potential liability, the  operators  determined  that they should perform a
more comprehensive analysis of  the waste.

CD-ROM                            NINE  - 31              Revision      0
                                                        Date   September 1986

-------
      Because the  waste was generated  in a batch mode over  a period  of years,
the operators  were  concerned that  the  waste composition  might have varied
between batches and  that  stratification might have  occurred  in the tank  at
unknown and  random depths.  Based on their knowledge, the operators  knew  that
a grab sample would not suffice and that a sampling  program would have to  be
designed to address the heterogeneity of the waste.

      Because the  operators intended to  dispose of  the entire contents of the
tank  and  lacked   any  specific   information   regarding  stratification  and
variability of the waste, it was decided that a simple random  strategy would
be employed.   (If  the  operators had treated portions  of the waste differently
or had  been  aware of  distinct  strata, then  stratified random  sampling might
have been more appropriate.)

      The large, unenclosed tank had  a  diameter of 50 ft,  a height  of 20 ft,
and an  approximate  volume  of 295,000  gal  allowed.   It  was  encircled  and
traversed  by  catwalks  (refer to  Figure  9-6), which allowed  access to the entire
waste  surface.  The smaller tank had  a  diameter of 10 ft,  a height  of 10 ft,
and an approximate volume of 6,000 gal:  an inspection port  located on the top
allowed limited  access.  It was determined that the different construction  of
the two tanks would require different simple random sampling approaches.

      In the  case  of  the  large  tank,  it was decided that  vertical  composite
samples would  be collected because  the  operators were interested  in the average
composition and variability of the waste and not in  determining if  different
vertical strata existed.  It was decided to select points  randomly  along the
circumference  (157  ft)  and  along the radius  (25  ft).   These  numbers, which
would  constitute the  coordinates of the sampling locations, were chosen  from
a random-number  table  by indiscriminately choosing a page and then a  column  on
that page.   The  circumference coordinates were then chosen  by proceeding  down
the column  and  listing the first 15 numbers that are  greater than or equal  to
0, but  less than or  equal  to 157.   The  radius coordinates  were  chosen  by
continuing down the column and listing  the first 15  numbers that are greater
than or equal to 0, but less than or  equal to 25.  These numbers were paired
to form the  coordinates that determined the location of the  15 randomly chosen
sampling points.   These coordinates  were  recorded in the field notebook (refer
to Table 9-3).  Because no precision  data on waste composition  existed prior
to sampling,  the number of samples  (15) was chosen as  a conservative  figure  to
more than allow for a sound statistical  decision.

      The actual samples were collected  by employing  a sampling  device, which
was constructed  on site from available  materials, and  a weighted  bottle.   This
device, which was used to access more remote areas of the  tank, consisted  of
a weighted  bottle, a rope marked  off  at 1-ft increments, and a discarded spool
that originally contained electrical  wire (refer to  Figure 9-7).

      Samples were collected by a three-person team.  The  person controlling
the weighted  bottle  walked  to the first  circumference  coordinate  (149  ft),
while  the  two persons holding the ropes attached  to the  spool walked along
opposing catwalks  toward the center of the tank.   The person controlling the
CD-ROM                            NINE -  32              Revision       0
                                                        Date   September  1986

-------
                                                       o
                                                                          O)
                                                                          c
                                                                          15
                                                                          o>
                                                                          c
                                                                          o
                                                                          C
                                                                          eg
                                                                          o

                                                                          •E
                                                                          n
                                                                          eg
                                                                          I
                                                                          OB

                                                                          5?
                                                                          u>
                                                                          O)
                                                                          OB

                                                                          i
CD-ROM
IINE
33
Revision  	Q	

Date  September 1986

-------
             TABLE 9-3.  RANDOM COORDINATES FOR 295,000-GAL TANK
Sampling Point                         Circumference               Radius
      1                                     149                       4
      2                                      86                      22
      3                                      94                      13
      4                                      99                       0
      5                                      23                      10
      6                                      58                       2
      7                                      52                      22
      8                                     104                      16
      9                                      23                      25
     10                                      51                       4
     11                                      77                      14
     12                                      12                       5
     13                                     151                      15
     14                                      83                      23
     15                                      99                      18
  CD-ROM                            NINE - 34             Revision       0
                                                         Date   September  1986

-------
               Trip Cord
                                             Rope to circumference catwalk
Rope to radial catwalk
                                                        Rope to opposite radial catwalk
        Figure 9-7.   Device used  to  collect sample from  the  open tank.
 CD-ROM
IINE  -  35
Revision  	Q	
Date  September 1986

-------
weighted  bottle measured off the radius  coordinate  (4  ft).   The  spool  was  then
centered  in  the quadrant, the weighted  bottle  was  lowered  to  the  surface,  and
a sample  was  collected from the first  2  ft  of waste.   This sample  was  then
transferred  into  a  large,  labeled sample  container,  which  was  used  for
compositing.   This  same  process was  repeated nine more  times  at  the  same
location at different  2-ft  depth intervals,  resulting  in  the collection  of a
total of 10 component  depth samples  that  were  compiled  in  the  field  into  one
sample for  that sampling point.   This process  was  repeated  at  the  remaining 14
sampling  points,  resulting in the collection of  15  vertical  composite  samples.
These  vertical  composite  samples  were taken   to   address   any   vertical
stratification that may have occurred.

      The  samples  were  properly   preserved  and  stored,   chain-of-custody
procedures were completed,  and  the  samples were  submitted  to the  laboratory.
A cost/benefit  decision was made to  composite  aliquots of the samples  into  five
composite  samples  that were  submitted for  analysis.   (Following  analysis,
Equation  8  of  Section 9.1 of this chapter  was  employed  to  determine  if  enough
samples were analyzed  to make  a  statistically  sound  decision.   If  the  number
of samples  analyzed was not sufficient,  then the samples  would be  recomposited
to a lesser degree or  analyzed  individually.)

      Because  there was no  information  to  prove that  the waste  in  the smaller
tank was the same  as that  in the larger tank,  the operators  decided  that  the
smaller tank must also  be sampled.  The  different  construction of  the  smaller,
enclosed tank mandated that a  different sampling  plan  be  designed.   The  only
access to the  tank  was  through a small inspection  port on the  top  of  the tank.
This port would allow  sampling  only  of  a  small  portion  of  the  tank  contents;
thus, to  make  a decision on the entire contents  of  the tank,  one would have to
assume that  the waste in the vicinity of the inspection port was  representative
of the remainder  of the tank contents.   The operators  were  not willing to  make
this  assumption  because they determined  that  the liability of an  incorrect
decision overrode the  convenience of facilitating  the sampling effort.

      To randomly sample the entire contents  of the tank, a  different  plan  was
designed.   This plan  exploited the relatively  small  volume (approximately 6,000
gal) of the tank.  A decision  was made  to rent two tank trucks  and  to  sample
the waste randomly  over time as it drained  from  the tank  into  the  tank trucks.

      It was calculated that at  a rate of 20  gal/min,  it  would take  300  min to
drain the tank.  From  the  random-number tables,  15 numbers  that were greater
than  or  equal  to 0,  but less  than  or  equal  to 300,  were chosen in  a  manner
similar to  that employed for the  larger  tank.   These  numbers  were  recorded in
the field notebook  (refer to Table 9-4)  at  the  time that  they  were  encountered
in  the  random-number  table and were  then  assigned sampling  point  numbers
according to their chronological order.

      The 15 samples were  collected  at  the previously  chosen random  times as
the waste exited  from a drainage hose into  the  tank  trucks.   These  samples  were
collected in separate labeled containers, properly  preserved and  stored;  chain-
of-custody  procedures  were employed for  transferral  of  the samples  to  the
1 aboratory.


CD-ROM                            NINE  - 36              Revision       0
                                                        Date  September 1986

-------
                TABLE  9-4.   RANDOM  TIMES  FOR  6,000-GAL TANK
                Sampling point                   Time (min)
                      11                            153
                      10                            122
                       8                             85
                       6                             55
                       5                             46
                      15                            294
                      12                            195
                       1                              5
                      13                            213
                       9                             99
                       2                             29
                       4                             41
                       7                             74
                       3                             31
                      14                            219
CD-ROM                           NINE  - 37             Revision      0
                                                       Date  September 1986

-------
      The  above  example  employed  simple  random  sampling  to  determine the
average composition and variance of  the waste contained  in  the two tanks.  The
contents of the large tank were sampled randomly in space,  whereas the contents
of the smaller tank were sampled randomly over time.

      The following example will involve  the  use of stratified random  sampling,
which is used when:  (1)  distinct strata  are known  to exist or (2)  it is not
known whether  different strata  exist, but an objective  of  the sampling effort
is to discover the existence or nonexistence of strata.

      A  variation  of  this  second  reason  for  employing  stratified  random
sampling is when cost considerations limit  the number  of  samples that can be
collected (e.g., when the budget allows for the collection  of only six samples
in a  40-acre  lagoon).    In  this  situation,  where little  is  known  about the
composition of the waste,  a  concern exists  that an  area of  the lagoon may be
highly  contaminated  and  yet  may not be sampled.  The  smaller  the  number of
samples, the  greater  the probability  that  an area  of  high contamination (a
distinct stratum)  could  be missed,  and  the greater  the probability that the
sampling accuracy will suffer.  Under such circumstances,  a  sampling plan may
employ stratified random sampling to  minimize the size of a  highly contaminated
area  that could go unsampled.

      For example,  consider the situation  where the budget  allows only for the
collection of six samples  in a 40-acre lagoon.  If  simple  random sampling is
employed with such a small number of samples, there  is a  certain probability
that  large areas of the  lagoon may go unsampled.  One  approach to minimizing
the  size  of areas  that may  go  unsampled  is to  divide  the lagoon into  three
strata  of  equal  size  and  randomly  sample  each  stratum  separately.   This
approach decreases the size of an area that can go unsampled  to something less
than  one-third of the total  lagoon  area.

      The following example details  more  traditional  applications  of  stratified
random sampli ng.

Example 2:   Stratified Random Sampling of Effluents  and Lagoons

      A pigment manufacturing process has  been generating wastes over a number
of years.   The  pigment  is  generated  in  large batches that involve a  24-hr
cycle.   During  the  first  16 hr of the  cycle,  an  aqueous  sludge  stream is
discharged.   This waste  contains   a  high  percentage  of  large-sized   black
particulate matter.   The  waste  generated  during  the  remaining 8  hr  of the
manufacturing cycle  is  an aqueous-based white sludge  that consists of much
smaller-sized  particles than  those found in  the sludge  generated in the  first
16 hr of the  batch process.   This  waste  has been  disposed of over the  years
into  a 40-acre settling lagoon, allowing the particulate matter to settle out
of solution while the water  phase drains to an NPDES outfall at the opposite
end of the lagoon.   The  smaller white pigment particles released in the last
8  hr  of the  batch  process  settle  more  slowly  than the  much  larger  black
particles  generated  in  the previous 16 hr.  This  settling pattern is  quite
apparent from the distinct colors of the wastes.  The  sludge in the quadrant
closest to  the waste influent pipe is black;  the next  quadrant is a light gray
color, resulting from settling  of both waste streams.   The  last two quadrants
contain a pure white sludge,  resulting from  the settling of  the small pigment
parti cles.


CD-ROM                           NINE  -  38             Revision      0
                                                       Date  September  1986

-------
      Eventually,  the  facility operators  decided  that  the  settled  participate
matter had  to  be removed to keep  the settling  lagoon functioning.   In  the  past,
this  residual  lagoon  waste  was  found  to  be  a  hazardous waste  due to  its
Teachable barium content.  Further  studies determined  that the  source  of  the
barium was  a certain raw material that was  released during the first  16  hr of
batch process.

      To minimize  present disposal costs, the  operators  wanted  to determine if
the  white  sludge  in  the  last two  quadrants  and the  light  gray waste were
nonhazardous.  Also, the operators had  recently  changed raw materials,  with  the
intention  of  removing the  source of barium in an attempt to minimize  future
disposal  costs.  Thus, the operators were interested in determining  whether  the
currently generated waste was  hazardous.  If  the  altered waste stream was  not
hazardous, future  lagoon  sludge  could be disposed of more economically as  a
solid waste.   If  the waste  generated during the first 16 hr of  the process
remained  hazardous  but the  waste   generated  during  the  following  8 hr  was
nonhazardous,  the operators were  willing  to  shift  this latter  waste  to  a  second
lagoon reserved for nonhazardous  wastes.   By sequestering the waste streams in
this manner, the operators  intended  to decrease the amount of  hazardous  waste
by precluding generation of  additional  amounts of hazardous waste  under  the
"mixture rule."

      To decide  how  the  lagoon sludge should be  handled, the operators arranged
to  have  the  lagoon sludge sampled.  The  objectives  of  sampling the  lagoon
sludge were to determine the  average  concentration and variance of  Teachable
barium for  the  sludge  in  the entire lagoon  and for  each  of  the  different
siudges.

      The dimensions of  the 40-acre  square  lagoon were  calculated  to  be  1,320
ft  on  a  side, with the  black and   the  gray  sludge  each  covering a  quadrant
measuring 1,320 ft by  330 ft,  and  the white  sludge covering the remaining area
of the lagoon, which  measured 1,320 ft  by  660  ft (refer to  Figure 9-8).   The
sludge had  settled to  a uniform thickness throughout the lagoon  and  was covered
with 2 ft of water.

      Because  the  Teachable barium was  assumed to  be associated with  the  black
sludge,  which was  concentrated  in  the  first  quadrant,  a stratified  random
sampling approach was chosen.   (Because of the  obvious strata  in the  lagoon
sludge, the stratified sampling  strategy was expected  to  give a more precise
estimate of the Teachable  barium,  in  addition  to giving information  specific
to each stratum.)

      When the  actual sampling  was being  planned,  it was  decided  that  the
hazards  presented by the  lagoon  waste were  minimal,  and,  that if  proper
precautions were  employed,  a  stable  and  unsinkable  boat could  be used  to
collect  samples.   The samples were collected  with  a  core sampler  at  random
locations throughout each stratum.  Because  the  cost of  collecting  samples  was
reasonable  and no historical data  were  available to help determine  the optimum
number of samples, the operators  decided  to  collect a total of  10 samples from
each of the smaller strata and a total  of  20 samples  from the larger strata.
They had confidence that this number  of samples  would  allow them  to  detect  a
small significant difference between the  mean  concentration  of  Teachable  barium
and the applicable regulatory threshold.

CD-ROM                            NINE - 39            Revision     0
                                                       Date   September  1986

-------
                                                                        CJ
                                                                        g
                                                                        CO
                                                                        CO
                                                                        o
                                   Overflow Pipe
      Figure 9-8.   Schematic  of  the  40-acre  settling lagoon displaying strata

generated by a waste stream.
CD-ROM
IINE  -  40
Revision 	Q	

Date  September 1986

-------
      The locations  of the random sampling points were determined  by  selecting
length  and  width  coordinates from a  random-number  table.   This was done  by
indiscriminately  choosing  a  page from  the random-number tables  and  then  a
column on that  page.  The width coordinates of the two smaller quadrants were
then chosen  by  proceeding down the column  and listing the  first  20  numbers that
were  greater than or  equal  to 0, but less than or  equal  to 330.   The width
coordinate for  the third and largest  stratum was chosen by proceeding down  the
column and selecting the first 20 numbers  that were greater than or equal  to
0, but less  than or  equal to  660.  Because  the lengths of the  three  quadrants
were all  1,320  ft, the length coordinates were chosen by listing  the first  40
numbers that were  greater than or equal to  0 but less than or  equal  to 1,320.
These coordinates were recorded in the field notebook (refer to nable 9-5).

      The samples were collected by a four-person team.  Two  people remained
onshore  while  two maneuvered the boat and  collected the samples.   The first
sample in the first  quadrant was  collected by launching the boat  at a distance
of 41  ft from  the corner,  which was  designated the  origin,  0 ft.   The boat
proceeded out into the lagoon perpendicular to the long side of  the  quadrant.
The person onshore released 134 ft of  a measured rope, which allowed the boat
to stop at the  first sampling point  (41,  134).  The sample was then  collected
with a core sampler and transferred to a sample container.  This process  was
repeated  for   all  sampling  points  in the three  strata.    The  samples  were
properly preserved and stored, and the  chain-of-custody records documented  the
transfer of samples to the laboratory.

      Aliquots  of  the samples were composited into five composite samples  for
each  stratum.    The mean  and  variance   of  each  stratum were  calculated  by
Equations 2(a)  and  3(a),  respectively.   The  mean  and variance for  the total
lagoon  were calculated  by  using  Equations  2(b)  and   3(b),   respectively.
Equation 6 was  used  to calculate  a confidence interval  for  the Teachable barium
concentration,   and  the  upper limit of  this  interval was  compared  with  the
regulatory  threshold.    (See Table 9-1,  Section  9.1  of this  chapter,   for
equati ons.)

      As  previously mentioned,  the  operators  had  recently changed  their  raw
materials and  were  also interested  in discovering if the currently  generated
waste was nonhazardous or if  portions  of  this waste stream were  nonhazardous.
As described  above, the waste  effluent  for  the  first 16 hr  of the day  was
different from  that  discharged during the  last 8 hr.  However,  because the same
large  plumbing  system  was  used for both waste streams,  there were two 2-hr
periods during  which the discharged waste  was a mixture of  the  two  different
wastes.

      With  the above objectives  in  mind,  the  operators decided   to  employ
stratified random  sampling with four  strata  occurring over time,  as opposed  to
the strata in space  that were employed  for sampling the lagoon.   The  four time
strata were from 6:00 to 8:00 hr, from 8:00 to 20:00 hr, from 20:00 to 22:00
hr,  and  from 22:00  to 6:00  hr the  following day.   The  two  2-hr strata were
those time periods  during which  the waste  was a mixture of  the  two  different
waste streams.   The  12-hr stratum was  the time period during which the large-
sized particulate black waste was being  discharged.  The smaller particulate
white waste  was being discharged during the 8-hr  stratum.
CD-ROM                            NINE  -  41              Revision       0
                                                        Date  September  1986

-------
               TABLE  9-5.RANDOM  COORDINATES  FOR  EACH  STRATUM
                      IN THE 40-ACRE SETTLING LAGOON
Sampl i ng
Point
Stratum #1 1
(Black) 2
3
4
5
6
7
8
9
10
Stratum #2 1
(Gray) 2
3
4
5
6
7
8
9
10
Stratum #3 1
(White) 2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Length
(ft)
41
271
968
129
472
1,198
700
286
940
151
1,173
277
438
780
525
50
26
1,207
1,231
840
54
909
1,163
1,251
1
1,126
717
1,155
668
66
462
213
1,220
1,038
508
1,293
30
114
1,229
392
Width
(ft)
134
51
32
228
137
56
261
8
26
121
109
2
302
5
135
37
127
149
325
32
374
434
390
449
609
140
235
148
433
642
455
305
541
644
376
270
38
52
570
613
CD-ROM                            NINE  -  42             Revision      0
                                                       Date  September 1986

-------
      The flow rate was constant throughout the 24-hr period,  and there were
no precision  data available for the  waste.  Therefore, it was decided that  the
number of samples collected in the 8- and 12-hr strata would be proportional
to time.   Because the 2-hr periods were times during which the  composition of
the waste was changing, it was decided to collect more samples to get a more
precise estimate of  the  average  composition of the  waste  during  these time
strata.  Thus a total of 28 samples was collected.

      The samples  were  collected at randomly  chosen  times  within each time
stratum.   The random sampling times were chosen by employing a random-number
table.   After  indiscriminately  selecting  a  starting point,  the  first four
numbers greater than or equal  to 0,  but  less than or equal  to  120 were selected
for the 120-min strata from 6:00 to  8:00 hr.  These minutes were then added to
the starting time to determine when the four samples would  be  collected.  In
similar fashion, the  remaining  24  sampling times were  chosen.  The random-
number data  were recorded in a laboratory notebook (refer to Table 9-6).

      The samples were collected from the  waste  influent pipe  with a wide-mouth
bottle at  the randomly  chosen  sampling times.   The samples  were  properly
preserved  and stored and shipped to  the  laboratory,  along  with chain-of-custody
records.   The samples were subjected to analysis,  and the data  were evaluated
in a manner  similar to that employed  for the samples of sludge collected in  the
different strata of the lagoon.



      The sampling plan  must address  a  number  of  factors in  addition  to
statistical  considerations.  Obviously, one of the most important factors is
the  waste  itself  and  its  properties.    The following waste  properties  are
examples  of  what must be considered when designing a sampling  plan:

      1.     Physical  state:  The  physical state of the waste will affect most
            aspects  of  a  sampling  effort.    The  sampling  device  will  vary
            according  to  whether   the  sample  is  liquid,   gas,  solid,  or
            multiphasic.   It will also vary  according  to whether the liquid is
            viscous  or  free-flowing,  or  whether  the solid  is  hard  or  soft,
            powdery,  monolithic,  or clay-like.

            Wide-mouth  sample  containers will  be needed for most solid samples
            and for sludges or liquids with substantial  amounts of suspended
            matter.   Narrow-mouth containers  can be used for  other wastes,  and
            bottles with  air-tight closures will be needed for  gas samples or
            gases adsorbed on solids or dissolved in liquids.

            The  physical  state  will  also  affect how sampling  devices  are
            deployed.   A  different plan  will  be  developed for sampling a  soil-
            like waste that can  easily support the weight of a sampling team
            and its equipment than for a lagoon filled with a  viscous sludge
            or a liquid waste.
CD-ROM                            NINE  -  43              Revision      0
                                                        Date  September  1986

-------
               TABLE 9-6. RANDOM TIMES FOR THE WASTE EFFLUENT

Stratum #1
(6:00 to 8:00
hours )

Stratum #2
(8:00 to 20:00
hours)









Stratum #3
(20:00 to 22:00
hours )

Stratum #4
(22:00 to 6:00
hours)





Sampl i ng
Point
1
2
3
4
1
2
3
4
5
6
7
8
9
10
11
12
1
2
3
4
1
2
3
4
5
6
7
8
Random
Mi nute
28
62
99
112
11
107
156
173
296
313
398
497
555
600
637
706
13
52
88
108
48
113
153
189
227
290
314
474
Time
6:28
7:02
7:39
7:52
8:11
9:47
10:36
10:53
12:56
13:13
14:38
16:17
17:15
18:00
18:37
19:46
20:13
20:52
21:28
21:48
22:48
23:53
24:33
1:09
1:47
2:49
3:14
5:44
CD-ROM                            NINE  - 44             Revision      0
                                                       Date  September 1986

-------
            The sampling strategy will have to vary  if the physical state  of
            the waste allows for stratification (e.g.,  liquid wastes that  vary
            in  density  or  viscosity  or  have  a  suspended   solid  phase),
            homogenization or random heterogeneity.

      2.    Volume:  The volume of the waste, which  has to be  represented  by
            the samples  collected,  will  have  an  effect upon  the  choice  of
            sampling  equipment  and  strategies.   Sampling a  40-acre   lagoon
            requires a different approach from sampling a 4-sq-ft container.
            Although  a  3-ft  depth  can be sampled  with  a  Coliwasa  or   a  drum
            thief,  a weighted bottle may be required  to sample  a 50-ft  depth.

      3.    Hazardous properties:  Safety and health  precautions and methods
            of sampling and shipping will  vary  dramatically with the toxicity,
            ignitabi1ity , corrosivity, and reactivity of the waste.

      4.    Composi ti on:   The  chosen  sampling   strategy  will  reflect  the
            homogeneity,  random heterogeneity, or  stratification of the waste
            in time or over space.

            9.2.2.3  Site

      Site-specific  factors must be  considered  when  designing a  sampling plan.
A thorough  examination of these factors  will minimize  oversights  that can
affect  the  success  of  sampling  and  prevent  attainment   of the  program
objectives.  At  least one person involved in the design and implementation  of
the  sampling plan should be familiar with the site,  or a presampling site visit
should be  arranged.   If nobody  is  familiar with the  site and a visit cannot  be
arranged,  the sampling  plan  must be  written to account for  the  possible
contingencies.  Examples  of site-specific  factors that should be considered
fol1ow:

      1.    Accessibi1ity:  The accessibility  of waste can vary  substantially.
            Some wastes are accessed by the simple  turning of a valve;  others
            may require that an entire tank be  emptied or that heavy equipment
            be employed.   The accessibility of a waste at the chosen sampling
            location must be determined prior to design of a sampling  plan.

      2.    Waste  generation and handling:  The waste  generation and handling
            process must  be understood  to  ensure  that collected samples are
            representative of  the  waste.    Factors which must  be  known and
            accounted  for  in  the  sampling  plan  include:   if  the  waste  is
            generated  in  batches;  if  there  is a  change in the raw materials
            used in  a  manufacturing  process;  if  waste  composition  can  vary
            substantially  as a function of process  temperatures or pressures;
            and if storage time after generation may vary.

      3.    Transitory   events:      Start-up,   shut-down,   slow-down,  and
            maintenance transients can  result in  the  generation  of  a waste
            that  is  not  representative  of  the normal  waste  stream.    If  a
            sample  was  unknowingly  collected  at  one  of  these  intervals,
            incorrect conclusions could be drawn.

CD-ROM                           NINE  -  45             Revision      0
                                                       Date  September 1986

-------
      4.     C1imate:   The  sampling plan should  specify  any clothing needed for
            personnel  to  accommodate  any extreme  heat  or cold  that  may be
            encountered.   Dehydration and extensive exposure to sun, insects,
            or poisonous snakes must be considered.

      5.     Hazards:     Each  site  can  have   hazards  --  both expected  and
            unexpected.   For example, a general  understanding of a process may
            lead a sampling  team to  be  prepared for dealing  with  toxic or
            reactive  material,  but not for dealing with an electrical hazard
            or the  potential for suffocation in a confined space.  A thorough
            sampling   plan  will  include a  health and safety  plan  that will
            counsel team members to be alert to potential  hazards.

            9.2.2.4  Equipment

      The choice  of sampling equipment and sample containers will depend upon
the previously  described  waste and site considerations.   For the following
reasons,  the analytical  chemist will play an  important  role in the selection
of sampling equipment:

      1.     The  analytical  chemist is  aware  of the  potential   interactions
            between sampling equipment or container material with analytes of
            interest.   As   a  result,  he/she  can  suggest  a  material  that
            minimizes  losses by adsorption, volatilization, or contamination
            caused  by  leaching  from containers or sampling devices.

      2.     The  analytical  chemist  can   specify  cleaning   procedures  for
            sampling devices and containers  that minimize sample contamination
            and cross  contamination between consecutive samples.

      3.     The analytical  chemist's awareness of analyte-specific properties
            is  useful  in  selecting the  optimum equipment  (e.g.,  choice of
            sampling  devices that  minimize  agitation for  those samples that
            will  be subjected to analysis for volatile compounds).

      The final  choice of containers and  sampling  devices will  be made jointly
by the  analytical  chemist and  the  group  designing the sampling  plan.   The
factors that will be  considered when choosing a sampling device are:

      1.     Negative  contamination:   The  potential  for the measured analyte
            concentration  to   be  artificially  low because  of  losses  from
            volatilization or adsorption.

      2.     Positive contamination:  The potential for  the measured analyte to
            be artificially high  because  of  leaching or the  introduction of
            foreign matter  into the sample by  particle fallout or gaseous air
            contami nants.

      3.     Cross contamination:  A type of positive  contamination caused by
            the introduction of part of one  sample into a second sample during
            sampling,  shipping, or storage.
CD-ROM                            NINE  -  46             Revision      0
                                                       Date  September 1986

-------
      4.    Required sample volume:  For physical and/or chemical analysis.

      5.    "Ease of  use"  of the  sampling  device and  containers  under the
            conditions that will  be  encountered  on-site.   This  includes the
            ease of shipping  to  and  from the  site,  ease  of deployment, and
            ease of cleaning.

      6.    The  degree  of  hazard  associated with  the  deployment  of one
            sampling device versus another.

      7.    Cost of the sampling device and  of the labor for its deployment.

      This  section  describes  examples  of  sampling  equipment  and  suggests
potential  uses  for  this  equipment.  Some of  these  devices are  commercially
available, but  others will have to be  fabricated by the user.  The information
in this section is general  in nature and therefore limited.

      Because  each  sampling  situation  is  unique,  the  cited  equipment and
applications may have to be  modified to ensure  that a  representative sample  is
collected  and  its physical  and chemical integrity are maintained.  It  is the
responsibility  of  those persons conducting  sampling  programs  to  make the
appropriate  modifications.

      Table  9-7  contains   examples   of  sampling  equipment   and  potential
applications.   It should be  noted  that these  suggested  sampling devices may not
be applicable  to  a  user's  situation  due to  waste- or site-specific factors.
For example, if a waste  is  highly  viscous or  if  a solid is clay-like,  these
properties may preclude  the use of  certain sampling  devices.   The size and
depth  of a lagoon or tank, or difficulties associated  with accessing the  waste,
may also  preclude  use  of  a  given  device  or  require  modification  of its
deployment.

      The  most important factors  to consider when  choosing  containers for
hazardous  waste samples are compatibility with  the waste, cost,  resistance  to
breakage,  and  volume.    Containers must not distort, rupture,  or  leak as  a
result of  chemical reactions with constituents  of waste  samples.  Thus,  it  is
important to have some  idea  of  the properties and composition of the  waste.
The containers  must have  adequate wall thickness  to withstand handling  during
sample collection and transport to the laboratory.   Containers with wide  mouths
are often desirable  to facilitate  transfer  of samples  from  samplers   to
containers.  Also, the containers must be large enough to contain the optimum
sample volume.

      Containers for collecting and storing hazardous waste samples are  usually
made  of plastic  or glass.   Plastics  that are  commonly  used  to  make the
containers  include  high-density  or  linear  polyethylene (LPE),  conventional
polyethylene,   polypropylene, polycarbonate,  Teflon FEP  (fluorinated ethylene
propylene),  polyvinyl  chloride  (PVC),  or polymethylpentene.   Teflon   FEP  is
almost  universally  usable  due to  its  chemical  inertness  and  resistance  to
breakage.  However, its high cost severely limits its use.  LPE,  on the  other
hand,  usually offers the  best combination of chemical resistance  and low cost
when samples are to be analyzed for  inorganic  parameters.

CD-ROM                            NINE  - 47              Revision      0
                                                        Date  September  1986

-------
             TABLE 9-7.  EXAMPLES OF SAMPLING EQUIPMENT FOR PARTICULAR WASTE TYPES
                                  Waste Location or Container
Sacks Open-
Waste and bed
Type Drum Bags Truck
Free- Coliwasa N/A N/A
f 1 owi ng
liquids
and
si urries
Sludges Trier N/A Trier
Moist Trier Trier Trier
powders
or
granul es
Dry Thief Thief Thief
powders
or
granul es
Sand or Auger Auger Auger
packed
powders
and
granules
Large- Large Large Large
grained Trier Trier Trier
solids
Closed- Storage Ponds,
Bed Tanks Waste Lagoons, Convey-
Truck or Bins Piles & Pits or Belt Pipe
Coliwasa Weighted N/A Dipper N/A Dipper
bottle



Trier Trier a a
Trier Trier Trier Trier Shovel Dipper



Thief a Thief Thief Shovel Dipper



Auger Thief Thief a Dipper Dipper




Large Large Large Large Trier Dipper
Trier Trier Trier Trier

      a This type of sampling  situation can present significant  logistical sampling problems,  and
sampling  equipment must be specifically selected or designed based on site  and waste conditions.
No general  statement about appropriate sampling equipment can  be made.
           CD-ROM
IINE  - 48
Revision 	Q	
Date  September 1986

-------
      Glass containers are relatively inert to most chemicals and can be used
to collect  and  store  almost all hazardous waste  samples,  except those that
contain  strong alkali and hydrofluoric acid.  Glass soda bottles are suggested
due to their low cost and ready  availability.  Borosilicate glass containers,
such  as Pyrex and  Corex,  are  more  inert and  more resistant to breakage than
soda  glass,  but  are  expensive  and not  always  readily  available.    Glass
containers  are generally more fragile and much heavier  than  plastic containers.
Glass or FEP containers must be used for waste  samples that will be analyzed
for organic compounds.

      The containers must have  tight,  screw-type  lids.   Plastic bottles are
usually provided  with  screw caps  made  of the same material  as the bottles.
Buttress threads  are  recommended.   Cap liners  are not  usually required for
plastic containers.  Teflon cap liners should  be used with glass containers
supplied with rigid plastic screw caps.   (These caps are usually provided with
waxed paper  liners.)  Teflon liners may be  purchased  from plastic specialty
supply  houses  (e.g.,   Scientific  Specialties Service,  Inc.,   P.O.  Box 352,
Randal 1stown,  Maryland  21133).    Other  liners  that  may  be   suitable  are
polyethylene, polypropylene, and neoprene plastics.

      If the samples are to be  submitted for analysis of volatile compounds,
the samples must be sealed  in air-tight containers.

      Prior to sampling, a  detailed equipment list should be compiled.  This
equipment  list  should   be  comprehensive and leave nothing  to  memory.   The
categories of materials that should be considered are:

      1.    Personnel    equipment,    which  will   include  boots,  rain  gear,
            disposable coveralls,  face masks and cartridges,  gloves,  etc.

      2.    Safety equipment, such  as  portable  eyewash stations and a  first-
            aid kit.

      3.    Field  test  equipment, such as pH  meters and Draeger  tube samplers.

      4.    An  ample supply  of containers to  address the fact that once  in the
            field, the  sampling  team may want  to  collect 50% more samples than
            originally  planned  or  to collect a  liquid  sample, although the
            sampling plan  had specified solids  only.

      5.    Additional  sampling equipment for use if  a problem arises, e.g.,
            a tool kit.

      6.    Shipping and  office  supplies,  such  as   tape,  labels,  shipping
            forms, chain-of-custody  forms and seals, field notebooks, random-
            number tables,  scissors, pens, etc.

      Composite Liquid  Waste Sampler (Coliwasa)

      The  Coliwasa  is  a device employed  to  sample free-flowing liquids and
slurries contained  in drums, shallow tanks, pits,  and  similar containers.  It
is especially useful for  sampling  wastes  that  consist of several immiscible
liquid phases.
CD-ROM                            NINE  -  49             Revision      0
                                                       Date  September 1986

-------
      The Coliwasa consists of a glass, plastic, or metal tube equipped with
an end closure  that can be opened  and  closed while the tube is  submerged  in the
material to be sampled (refer to Figure 9-9).

      Weighted Bottle

      This sampler  consists of a glass or plastic bottle,  sinker, stopper, and
a line that  is  used to lower,  raise,  and  open  the bottle.  The weighted  bottle
samples liquids  and  free-flowing  slurries.   A weighted  bottle  with line  is
built to the  specifications in ASTM Methods D270 and E300.  Figure 9-10 shows
the configuration of a weighted-bottle sampler.

      Dipper

      The dipper consists of a glass or plastic beaker clamped to the  end  of
a two- or three-piece telescoping aluminum or  fiberglass pole that  serves  as
the handle.   A  dipper samples liquids and free-flowing slurries.  Dippers are
not available commercially and must be fabricated (Figure 9-11).
      A  thief  consists  of  two  slotted  concentric  tubes,  usually  made of
stainless steel  or  brass.   The  outer tube  has  a conical  pointed  tip  that
permits the sampler to penetrate the material being  sampled.  The inner  tube
is rotated  to  open  and  close  the  sampler.   A  thief is  used  to sample dry
granules  or  powdered wastes whose  particle diameter  is  less than one-third the
width of the slots.   A thief (Figure 9-12) is available at  laboratory  supply
stores.
      A trier consists of a tube cut in half lengthwise with  a sharpened tip
that allows  the sampler to cut  into  sticky solids and to loosen soil.  A trier
samples moist  or sticky solids  with  a  particle diameter less than one-half the
diameter  of  the  trier.   Triers  61  to  100  cm  long  and  1.27 to  2.54  cm  in
diameter  are  available at  laboratory  supply  stores.   A  large  trier can  be
fabricated (see Figure 9-13).
      An auger  consists  of  sharpened  spiral  blades attached to a hard metal
central  shaft.   An auger samples hard or packed solid wastes or soil.  Augers
are available at hardware and laboratory supply stores.

      Scoops and Shovels

      Scoops and shovels are used to sample granular or powdered material  in
bins,  shallow  containers,  and  conveyor  belts.    Scoops  are  available  at
laboratory  supply houses.  Flat-nosed shovels are available  at  hardware stores.
CD-ROM                            NINE  -  50              Revision      0
                                                        Date  September  1986

-------
                                                        2.86 cm (1  1/8")
1 —
1







Tapered i
Stopper '
T^~
fi-
ll
II
II
II
II
II
II
II
II
II
II
II
II
II
II
II
II
II
i l
II
II
II
II
Bf
=,]
-^
t








T-Handle >
~ 6.35 cm (2 %") Locking J
Block ' |
1
1
1
1
1
1
1
1
1
1
1
1.52m(5'-0") 1
1
1
1
1
1
1
1
1
1

L i
T
17.8cm (7")
1
1
1 Stopper Rod, PVC
1 0.95 cm (3/8") 0. D.
1
1 + Pipe, PVC, 4.13 cm (1 5/8") 1. D.
| ' 4.26cm (1 7/8") 0. D.
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
_j 	 	 ..__ 	
I
"1 	 Stopper, Neoprene, No. 9 with
TH 3/8" S. S. or PVC Nut and Washer
         SAMPLING POSITION
                                               CLOSE POSITION
            Figure 9-9.   Composite  liquid waste sampler (Coliwasa).
CD-ROM
IINE  -  51
Revision 	Q	
Date  September 1986

-------
                                                        Washer
                                                      Pin
                                                          Nut
                   Figure 9-10.  Weighted bottle sampler.
CD-ROM
IINE  - 52
Revision 	Q	
Date  September  1986

-------
                                                                  i-
                                                                  0)
                                                                  a.
                                                                  o.
                                                                   i
                                                                  en
                                                                  =1
                                                                  01
                                                     CO O
                                                       \a
CD-ROM
IINE  -  53
Revision 	Q	

Date  September 1986

-------
                        60-100 cm
                                   -HI*-
                                   1.27-2.54 cm
                      Figure 9-12.  Thief sampler.
CD-ROM
IINE -  54
Revision _ Q
                                                   Date  September 1986

-------
                                                                I
                                                                    5.08-7.62 cm
                              122-183 cm
                               (48-72")
                                 60-100 cm
                                         \
                                            \
                                             1.27-2.54 cm
                         Figure 9-13.  Sampling  triers.
CD-ROM
IINE  -  55
Revision 	Q	
Date  September  1986

-------
      Bailer

      The  bailer is  employed  for  sampling  well water.   It  consists  of  a
container  attached  to a cable that  is  lowered  into  the  well  to retrieve  a
sample.   Bailers  can be of various designs.  The  simplest  is a weighted bottle
or basally  capped  length of pipe that fills  from  the  top as  it is  lowered  into
the well.   Some bailers  have a  check  valve, located  at the  base,  which allows
water to enter from the bottom as  it is  lowered into the well.  When the bailer
is lifted,  the check valve closes,  allowing water in  the  bailer to be brought
to the surface.   More  sophisticated  bailers are  available  that  remain open  at
both  ends  while  being lowered,  but  can  be sealed at both top and  bottom  by
activating  a  triggering mechanism  from the surface.   This  allows more reliable
sampling at discrete  depths within  a well.   Perhaps  the  best known  bailer  of
this latter design is the Kemmerer sampler.

      Bailers generally  provide an excellent means for  collecting  samples  from
monitoring wells.   They  can  be constructed from a wide variety  of  materials
compatible with  the  parameter  of  interest.    Because   they  are relatively
inexpensive,  bailers can be easily dedicated to an individual well to minimize
cross contamination during sampling.   If not  dedicated to  a well, they can  be
easily  cleaned to  prevent cross  contamination.   Unfortunately,  bailers  are
frequently not suited for well  evacuation because of their small  volume.

      Suction Pumps

      As the  name implies, suction  pumps operate  by  creating a  partial vacuum
in a sampling  tube.  This vacuum allows  the  pressure  exerted by  the atmosphere
on  the  water  in  the  well  to  force water  up  the tube  to  the   surface.
Accordingly, these  pumps  are  located at  the  surface and require only that  a
transmission  tube  be  lowered  into  the  well.    Unfortunately, their use  is
limited by  their  reliance on suction to  depths of  20 to 25  ft,  depending on  the
pump.  In addition, their use may  result  in out-gassing of  dissolved gases  or
volatile organics and  is therefore  limited  in many sampling applications.   In
spite of this, suction methods may provide a suitable means for well evacuation
because the water remaining in the well is left  reasonably undisturbed.

      A variety of  pumps that operate on this  principle are  available, but  the
ones most commonly suggested for  monitoring  purposes  are  the centrifugal  and
peristaltic  pumps.   In the centrifugal pump,  the fluid  is displaced by  the
action of an  impeller  rotating inside the  pump chamber.  This discharges water
by centrifugal force.   The  resulting pressure  drop in the chamber  creates  a
suction and causes water to enter  the intake pipe  in the well.  These  pumps  can
provide  substantial  yields  and  are  readily  available  and inexpensive.    The
disadvantages  are that  they  require  an  external  power source and  may  be
difficult to clean between sampling  events.  In  addition,  the  materials  with
which these pumps are  constructed  may frequently  be  incompatible  with certain
sample  constituents.    However,  their substantial  pumping  rates  make  them
suitable for well evacuation.
CD-ROM                            NINE -  56             Revision       0
                                                        Date   September  1986

-------
      Peristaltic pumps operate  in  a  manner  similar  to  centrifugal  pumps but
displace the  fluid by mechanical peristalsis.   A  flexible transmission line is
mounted  around  the perimeter of the pump chamber,  and  rotating rollers compress
the tubing, forcing fluid movement ahead (the  peristaltic effect)  and inducing
suction behind each roller.   This  design  isolates  the  sample from the moving
part of  the pump  and allows for easy cleaning  by  removal  and replacement of the
flexible tubing.  Unfortunately, peristaltic pumps  are  generally capable of
providing only  relatively low yields.  They are,  therefore,  not ideally suited
to wel1  evacuation.

      Positive Displacement Pumps

      A variety of positive displacement  pumps  are  available  for  use in with-
drawing  water from wells.  These methods utilize  some  pumping mechanism, placed
in the well,  that forces water  from the  bottom  of  the  well  to the surface by
some means  of positive displacement.  This  minimizes the  potential  for aerating
or stripping  volatile organics  from  the sample  during  removal  from  the well.

      The submersible  centrifugal   pump is  one  common  example of a positive
displacement  pump.   It  works  in a manner similar  to the centrifugal  suction
lift pump previously described,  except that,  in this case,  both  the pump and
electric motor are lowered into  the well.   As  the  impeller  rotates  and fluid
is brought  into the pump, fluid  is  displaced  up  the transmission  line and out
of the well.   These pumps are capable of providing a high yield.  However, they
require  an  external   source   of  power  and  are  frequently  constructed  with
materials and contain lubricants incompatible  with certain sample constituents,
particularly  organics.  They also require considerable equipment and  effort to
move from well  to well.  Cleaning between sampling events  is difficult as well,
and, until recently,  they have  not  been  available  for  well  diameters smaller
than 3 in.

      Piston-driven or  reciprocating piston pumps are  another example of common
positive displacement pumps.   These pumps  consist  of a  piston in a  submerged
cylinder operated by  a  rod  connected  to the drive mechanism  at  the surface.
A flap  valve or ball-check valve  is  located immediately above  or  below the
piston cylinder.  As  the  piston is lowered  in  the cylinder,  the check valve
opens, and  water  fills the chamber.   On the  upstroke,  the check valve closes,
and water is  forced out of the cylinder, up into  the transmission  line, and to
the surface.   The transmission line or piston  contains  a second check valve
that closes on  the downstroke,  preventing water  from re-entering the  cylinder.
These pumps are capable of providing high yields.  However,  moving these pumps
from  well  to  well  is  difficult,  and  their use in  monitoring  programs  may
require  that  a  pump be dedicated to each well.   Many of  these  pumps may not be
constructed with materials compatible  with monitoring certain  constituents.

      A special adaptation of  this  pump has  recently  become  available for use
in ground water monitoring.  These piston pumps  use  compressed gas, rather than
a rod connected to a driving  mechanism at  the  surface,  to  drive  the pistons.
This provides a much more convenient and portable means  for  collecting samples
from  monitoring  wells.   Compressed-gas pumps provide good yields and can be
constructed with materials compatible  with many  sampling programs.


CD-ROM                            NINE - 57             Revision       0
                                                        Date   September 1986

-------
      Another positive displacement pump applicable  for monitoring  purposes  is
the gas-operated  squeeze  pump.   This  pump was originally developed by  R.  F.
Middleburg of the U.S.G.S. and consequently  is referred  to  as  the  Middleburg
pump.   It  consists principally of  a collapsible membrane  inside  a  long,  rigid
housing,  a  compressed gas supply, and appropriate control valves.  When the
pump is submerged, water  enters  the  collapsible  membrane through  the  bottom
check valve.  After  the  membrane  has  filled, gas pressure is  applied  to the
annular  space between the  rigid housing and membrane,  forcing  the water  upward
through a sampling tube.  When the pressure  is released,  the top  check  valve
prevents the  sample from flowing back  down the discharge  line,  and  water  from
the well again enters the pump through the bottom check  valve.

      Gas-operated squeeze pumps offer  a number of  advantages for use in  ground
water monitoring  programs.  They  can  be constructed  in diameters  as small  as
1 in.  and  from a wide variety of materials.  They  are  also relatively portable
and are capable of providing  a fair range of pumping rates.  Most  important,
the  driving  gas  does   not   contact   the  water  sample,  so  that possible
contamination or gas stripping does not occur.  However, they  do  require  a gas
source,  and  withdrawal of  water from substantial  depths may  require  large gas
volumes and  long pumping  cycles.

      Jet pumps,  a common  type of submersible  pump  used in small  domestic  water
wells,  may in some cases  be suggested for use  in monitoring wells.   These  pumps
operate  by injecting water through  a pipe down into the well.   A  venturi  device
is located at the  intake portion of the pump.  As  the water  injected from the
surface passes through the  constricted portion  of the venturi, the velocity
increases and pressures  decrease  according to Bernoulli's principle.   If the
discharge velocity at the nozzle  is great enough,  the pressure  at  this  point
will be lowered sufficiently  to draw  water into  the  venturi  assembly through
the intake and to  bring it to the surface with the original water injected  into
the well.   This  additional  increment  of  water is then made available  at the
surface  as the pump's output.   Because  jet  pumps require priming  with  water and
because  the  water taken  from  the well mixes with  water circulating  in the
system,  they are  clearly  not  applicable to collecting samples  for  monitoring
purposes.    For   similar  reasons, their  use  is  not  recommended  for  well
evacuati on.

      Pressure-Vacuum Lvsimeters

      The basic  construction of pressure-vacuum lysimeters (Wood, 1973),  shown
in Figure  9-14, consists of a  porous ceramic  cup,  with a  bubbling  pressure  of
1 bar or greater,  attached to  a short  piece of PVC  pipe of suitable  diameter.
Two tubes  extend down into the device,  as  illustrated.  Data  by  Silkworth and
Grigal   (1981) indicate that,  of the two commercially available  sampler  sizes
(2.2 and  4.8 cm  diameter),  the  larger ceramic cup sampler is  more  reliable,
influences  water  quality  less,  and   yields  samples of  suitable  volume for
analysi s.

      Detailed installation  instructions  for pressure-vacuum  lysimeters are
given by  Parizek  and Lane  (1970).  Significant modification  may be  necessary
to  adapt  these  instruments to field  use  when heavy equipment  is used.   To
prevent channelling  of  contaminated   surface water  directly  to the sampling
device, the  sampler  may  be installed   in  the  side wall  of an  access trench.
Because random placement  procedures may locate a sampler in the middle of  an


CD-ROM                            NINE -  58             Revision      0
                                                       Date  September  1986

-------
.c

CN
                                        TUBING TO SURFACE


                                        CONNECTORS

                                        PIPE-THREAD SEALANT


                                        PVC PIPE CAP


                                        PVCPIPE


                                        PVCCEMENT


                                        POLYETHYLENE TUBING


                                        BRANCH"T"


                                        FEMALE ELBOW




                                        POPPET CHECK VALVE


                                         CONNECTORS




                                         EPOXY CEMENT



                                         POLYETHYLENE TUBING



                                        POROUS CUP 3-8 m pore size
                Figure 9-14. One example of a pressure-vacuum lysimeter Wood, 1973).
        Reprinted by permission of the American Geophysical Union.
CD-ROM
                            IINE  -  59
Revision 	Q	
Date  September  1986

-------
active area,  the  sample collection tube  should be protected at the surface  from
heavy  equipment  by a manhole  cover,  brightly painted  steel  cage, or other
structure.  Another problem associated with  such sampler  placement  is  that its
presence may  alter waste  management  activities  (i.e.,  waste  applications,
tilling,  etc., will avoid the location):   therefore,  the  sampler  may not yield
representative leachate samples.  This  problem may  be  avoided by  running the
collection tube horizontally underground about 10 m before  surfacing.

      For sampling  after the unit is in  place,  a vacuum is placed  on the system
and  the  tubes  are clamped  off.   Surrounding  soil  water  is  drawn into  the
ceramic cup  and  up the  polyethylene tube.   To collect the  water  sample,  the
vacuum is  released, and one tube is  placed in a sample container.   Air  pressure
is applied  to  the other  tube,  forcing the liquid  up  the  tube  and into  the
sample container.  Preliminary testing  should ensure that  waste products can
pass  into  the ceramic cup.   If sampling  for  organics, an  inert  tubing,  such as
one made  of Teflon, should be substituted for the polyethylene  pipe to  prevent
organic contamination.

      The major  advantages of these  sampling devices are  that  they are easily
available,  relatively inexpensive to  purchase and install, and  quite reliable.
The major disadvantage is the  potential  for water quality  alterations due to
the ceramic cup;  this possible  problem  requires further  testing.   For  a given
installation, the device chosen should  be specifically  tested  using solutions
containing  the soluble hazardous constituents of the  waste to be  land  treated.
This  device is not recommended for  volatiles  unless a  special trap device is
used  (Hazardous Waste Land Treatment,  SW-874).

      Vacuum Extractor

      Vacuum extractors were  developed by Duke and Haise   (1973)  to  extract
moisture from soils above the  ground water table.   The  basic  device  consists
of a  stainless steel  trough that contains  ceramic tubes  packed  in soil.   The
unit  is  sized  not to  interfere  with  ambient soil  water potentials  (Corey,
1974);  it  is  installed at a given depth  in the  soil with  a slight slope toward
the collection bottle, which is  in the bottom of an adjacent  access hole.   The
system  is  evacuated  and moisture  is  moved from the  adjacent soil into  the
ceramic tubes and into the collection  bottle, from  which it can be withdrawn
as desired.  The advantage of this system is  that  it yields a  quantitative
estimate  of leachate flux as well  as  provides a water sample  for analysis.   The
volume of  collected leachate per unit area per  unit time  is  an  estimate of the
downward  movement of leachate water  at that  depth.  The  major disadvantages to
this  system are:  it is delicate;  it  requires a trained  operator;  it estimates
leachate quantity somewhat lower than  actual  field  drainage;  and  it  disturbs
the  soil  above  the sampler.   Further  details  about  the  use  of  the  vacuum
extractor are given by Trout et  al . (1975).   Performance of this  device  when
installed in  clay soils is generally poor.
CD-ROM                            NINE -  60             Revision       0
                                                        Date   September  1986

-------
Trench Lvsimeters

      Trench  lysimeters  are  named for the  large  access  trench, or  caisson,
necessary  for  operation.  Basic installation,  as described by  Parizek  and  Lane
(1970), involves  excavating  a  rather  large trench and  shoring up the  side
walls, taking care to  leave open  areas so that samplers  can  be  placed  in  the
side  walls.   Sample  trays are  imbedded  in  the side  walls  and connected  by
tubing to  sample  collection containers.  The  entire trench  area is then covered
to  prevent flooding.   One significant  danger  in using this  system is  the
potential   for  accumulation   of  hazardous  fumes  in  the   trench,   possibly
endangering the health and safety of the person collecting the  samples.

      Trench  lysimeters  function by  intercepting downward-moving  water  and
diverting  it  into a  collection device  located  at a  lower  elevation.    The
intercepting agent may  be an open-ended  pipe, sheet metal trough,  pan,  or  other
similar device.   Pans 0.9 to 1.2 m in diameter have been  successfully used  in
the field  by Tyler and Thomas (1977).  Because there  is  no  vacuum  applied  to
the system,  only  free water in  excess  of saturation  is  sampled.   Consequently,
samples are plentiful  during rainy seasons but are  nonexistent  during the  dry
season.

      Another variation  of this system is  to use a funnel  filled with  clean
sand  inserted into the sidewall  of the trench.  Free  water  will drain  into  a
collection  chamber, from which a sample is periodically removed  by  vacuum.   A
small  sample  collection  device  such as  this  may  be  preferable to the  large
trench because the necessary hole is smaller, so  that  installation is  easier
(Figure 9-15).

      9.2.2.5  Quality Assurance and Quality Control

      Quality  assurance (QA) can  briefly be defined  as the process for  ensuring
that  all  data  and the decisions  based on these  data are technically  sound,
statistically  valid,  and properly documented.   Quality  control  (QC)  procedures
are the tools  employed  to measure  the degree  to which  these  quality assurance
objectives are met.

      A data  base cannot  be  properly  evaluated  for  accuracy  and precision
unless it  is  accompanied  by quality  assurance  data.   In  the case of  waste
evaluation, these quality  assurance data result  from the  implementation  of
quality control  procedures during  sampling and  analysis.   Quality control
requirements for  specific analytical  methods  are given  in detail  in each  method
in  this manual:   in  this  subsection,  quality  assurance  and quality control
procedures for sampling will  be  discussed.

      Quality  control procedures  that are  employed  to document the accuracy  and
precision  of sampling  are:

      1.     Trip  Blanks:   Trip  blanks  should accompany sample  containers  to
            and  from  the  field.   These samples  can be used  to  detect  any
            contamination   or   cross-contamination   during   handling   and
            transportation.

      2.     Field  Blanks:    Field blanks should  be   collected  at specified
            frequencies,  which   will  vary   according   to  the  probability  of

CD-ROM                            NINE  -  61             Revision     0
                                                       Date   September  1986

-------
        SOIL SURFACE
          .•-  SAND • -    -• -  *
                  *  U-»*  «*•••*•
          ''       '  - •-    .••>•••.
                                                               VACUUM
                                                               SOURCE
      Figure  9-15.  Schematic diagram of a  sand  filled  funnel  used  to collect
leachate from the unsaturated  zone.
CD-ROM
IINE  - 62
Revision 	Q	
Date  September  1986

-------
            contamination  or  cross-contamination.   Field blanks  are  often
            metal- and/or  organic-free  water  aliquots  that contact sampling
            equipment under field  conditions  and  are  analyzed to detect any
            contamination  from sampling  equipment,  cross  contamination from
            previously collected  samples,  or  contamination  from conditions
            during sampling (e.g., airborne  contaminants that are not from the
            waste bei ng sampled).

      3.     Field  Duplicates:   Field duplicates  are  collected  at specified
            frequencies and are employed  to  document precision.  The precision
            resulting from field  duplicates is a  function of  the variance of
            waste composition, the variance  of  the  sampling technique, and the
            variance of the analytical  technique.

      4.     Field Spikes:   Field spikes  are  infrequently used to determine the
            loss of parameters of interest during sampling  and  shipment to the
            laboratories.   Because spiking is  done  in the field, the making of
            spiked  samples or spiked  blanks   is  susceptible  to error.   In
            addition,  compounds can be lost during spiking, and equipment can
            be  contaminated with spiking solutions.   To  eliminate these and
            other problems,  some analysts spike blanks or  matrices similar to
            the  waste  in  the  laboratory and  ship  them,   along  with  sample
            containers,  to the field.  This approach also has its limitation
            because  the  matrix  and the  handling  of the  spike are different
            from those of  the actual  sample.   In  all cases, the meaning of a
            low  field-spike  recovery is difficult  to interpret,  and  thus,
            field spikes  are not  commonly used.

      In  addition  to  the  above quality  control samples,  a complete quality
assurance program will ensure that standard operating procedures (SOPs) exist
for all essential  aspects  of  a sampling effort.  SOPs should exist for the
following  steps in a sampling effort:

      1.     Definition of objectives  (refer to Section 9.2.1).

      2.     Design of sampling plans  (refer to Section 9.2.2).

      3.     Preparation  of containers  and  equipment  (refer  to  the specific
            analytical  methods).

      4.     Maintenance,  calibration, and cleaning of field equipment (refer
            to   instrument manuals  or   consult   a   chemist  for  cleaning
            protocols).

      5.     Sample   preservation,  packaging,  and  shipping  (refer to  the
            analytical  methods and to Section 9.2.2.7).

      6.     Health and safety protocols  (refer to  Section  9.2.2.6).

      7.     Chain-of-custody protocols  (refer to Section  9.2.2.7).

      In  addition to  the  above protocols, numerous other QA/QC protocols must
be employed  to document  the  accuracy  of the  analytical   portion  of a  waste
evaluation  program.

CD-ROM                            NINE -  63             Revision      0
                                                       Date   September 1986

-------
            9.2.2.6  Health and Safety

      Safety and health must also be considered when  implementing  a  sampling
plan.  A comprehensive health  and safety plan  has three  basic  elements:   (1)
monitoring the health of field personnel;  (2)  routine  safety procedures;  and
(3) emergency procedures.

      Employees  who  perform field work, as  well as those  exposed  to chemicals
in the  laboratory,  should have  a  medical  examination  at  the  initiation  of
employment  and routinely thereafter.   This exam  should  preferably  be performed
and evaluated  by medical doctors who  specialize in industrial medicine.   Some
examples of  parts  of a medical examination  that  ought to be  performed  are:
documentation  of medical history;  a  standard physical  exam; pulmonary functions
screening;  chest X-ray: EKG; urinalysis; and blood chemistry.   These  procedures
are useful  to: (1) document the  quality  of an  employee's  health  at the  time  of
matriculation: (2) ensure the maintenance of good health;  and  (3)  detect  early
signs of bodily reactions  to chemical  exposures  so  they can be treated  in  a
timely fashion.  Unscheduled examinations should be  performed in  the  event  of
an accident, illness, or exposure or suspected exposure  to toxic materials.

      Regarding  safety  procedures,  personnel should  be  aware  of the common
routes of  exposure to chemicals  (i.e.,  inhalation, contact, and  ingestion)  and
be instructed  in the proper use of safety equipment, such as  Draeger  tube  air
samplers to  detect  air contamination, and in the  proper  use  of  protective
clothing and  respiratory equipment.   Protocols  should  also be defined  stating
when  safety  equipment  should  be  employed  and designating  safe  areas  where
facilities are available for washing, drinking, and eating.

      Even  when  the  utmost  care is taken, an  emergency  situation  can  occur  as
a result of an unanticipated explosion, electrical  hazard, fall, or  exposure
to a  hazardous  substance.   To minimize  the impact  of  an  emergency,  field
personnel  should be  aware  of basic  first  aid and  have immediate access  to  a
first-aid  kit.   Phone numbers for both  police  and the  nearest hospital should
be obtained and  kept by each team  member before  entering  the site.   Directions
to the  nearest  hospital  should also be obtained  so that anyone suffering  an
injury can be transported quickly for treatment.

            9.2.2.7  Chain of Custody

      An essential  part of  any  sampling/analytical  scheme  is ensuring  the
integrity  of  the sample from collection  to data  reporting.  The  possession  and
handling of  samples  should be  traceable  from the  time of collection  through
analysis and  final  disposition.    This documentation  of  the  history of  the
sample is  referred to as chain  of custody.

      Chain  of  custody  is  necessary  if there  is   any  possibility that  the
analytical   data  or  conclusions based  upon analytical data  will  be   used  in
litigation.  In  cases where litigation  is not  involved, many  of the chain-of-
custody procedures are still useful  for routine control  of sample  flow.   The
components of chain  of custody --  sample  seals,  a  field logbook, chain-of-
custody record, and  sample analysis request  sheet   --  and the  procedures  for
their use  are described in this section.

CD-ROM                            NINE  -  64             Revision       0
                                                        Date  September  1986

-------
      A sample is considered is considered to be under a person's custody  if
it is (1) in a person's physical possession,  (2) in view of the person after
taking possession, and  (3)  secured  by  that  person  so  that no one can tamper
with  it,  or  secured by that person  in an  area that is restricted to authorized
personnel.   A person who has samples  in  custody must comply with the following
procedures.

      (The  material  presented  here  briefly summarizes the  major  aspects  of
chain of  custody.  The reader is referred to NEIC Policies  and  Procedures,  EPA-
330/9/78/001-R [as revised  1/82], or  other  manual,  as appropriate,  for  more
i nformati on  . )

      Sample labels (Figure 9-16) are necessary to prevent mi sidentification
of samples.   Gummed  paper  labels  or tags  are  adequate and should include  at
least the following information:

      Sample number.
      Name of col 1ector.
      Date and time of collection.
      PI ace  of col 1ecti on.

Labels should  be affixed  to  sample containers prior  to  or at  the  time  of
sampling and should be filled out at the time of collection.

      Sample  seals  are  used  to  detect  unauthorized  tampering  of  samples
following sample  collection up to the time of analysis.   Gummed paper seals may
be used  for this  purpose.   The  paper  seal   should include,  minimally,  the
following information:

      Sample number.   (This number must be identical  with the number on  the
        sample 1abel.)
      Name of col 1ector.
      Date and time of sampling.
      PI ace  of col lection.

      The seal  must be attached in such  a way that it is necessary to break  it
in order  to  open  the sample container.   (An example of an official sample  seal
is shown  in Figure  9-17.)   Seals must be affixed to  containers  before the
samples leave the custody of sampling personnel.

      All information  pertinent to a  field  survey or sampling must be recorded
in a  logbook.  This  should be bound, preferably with  consecutively numbered
pages that are  21.6 by 27.9 cm (8-1/2 by  11 in.).  At a  minimum,  entries in the
logbook must include  the following:

      Location of sampling point.
      Name and address of field contact.
      Producer of waste and address, if different from location.
      Type of process producing waste (if known).
      Type of waste (e.g., sludge, wastewater).
      Suspected waste composition,  including concentrations.
      Number and  volume of sample taken.
CD-ROM                            NINE  -  65              Revision      0
                                                        Date  September  1986

-------
Collector 	  Sample No.

Place of Collection 	
Date Sampled 	 Time Sampled

Field Information 	
                    Figure  9-16.   Example  of  Sample  Label
CD-ROM                            NINE  -  66             Revision      0
                                                       Date  September 1986

-------
             NAME  AND  ADDRESS  OF  ORGANIZATION  COLLECTING  SAMPLES
Person Collecting Sample
Date Collected
PI ace Col 1ected
                      Sample No.
  (signature)

 	 Time Collected
                Figure  9-17.   Example  of  Official  Sample  Seal
CD-ROM
IINE  - 67
Revision 	Q	
Date  September 1986

-------
      Purpose of sampling (e.g., surveillance, contract number).
      Description of sampling point and sampling methodology.
      Date and time of collection.
      Collector's sample identification number(s).
      Sample distribution and how transported  (e.g., name of  laboratory, UPS,
        Federal  Express).
      References, such as maps or photographs of the sampling site.
      Field observations.
      Any  field  measurements  made  (e.g.,  pH,  f1ammabi1ity,   explosivity).
      Signatures of personnel responsible for observations.

      Sampling situations vary widely.   No  general  rule can be given as to the
extent of  information  that  must  be  entered  in  the logbook.   A  good  rule,
however,  is  to record sufficient information so that anyone  can reconstruct the
sampling without  reliance  on the  collector's memory.   The  logbook  must  be
stored safely.

      To establish  the documentation necessary  to  trace sample possession from
the time of  collection,  a  chain-of-custody record  should  be filled  out and
should accompany  every sample.  This  record becomes especially  important if the
sample is to  be  introduced  as  evidence in a  court litigation.   (A chain-of-
custody record is illustrated in Figure 9-18.)

      The record should contain, minimally, the following information:

      Sample number.
      Signature  of collector.
      Date and time of collection.
      Place and  address of collection.
      Waste type.
      Signature  of persons involved in the chain of possession.
      Inclusive  dates of possession.

      The sample  analysis request sheet (Figure 9-19) is  intended to accompany
the sample on delivery to the laboratory.  The field portion of this form  is
completed by the person collecting the sample  and should include most of the
pertinent  information  noted  in  the  logbook.   The laboratory portion of this
form  is  intended  to  be  completed by  laboratory personnel  and to include,
minimally:

      Name of person receiving the sample.
      Laboratory sample number.
      Date and time of sample receipt.
      Sample allocation.
      Analyses to be performed.

      The sample  should be delivered to the laboratory for analysis  as soon  as
practicable  -- usually within 1 or 2 days  after sampling.  The sample must  be
accompanied  by  the  chain-of-custody  record   (Figure  9-18)  and by  a  sample
analysis request  sheet  (Figure 9-19).  The sample  must be delivered  to the
person in the laboratory authorized to receive samples  (often referred  to  as
the sample custodian).


CD-ROM                            NINE -  68              Revision      0
                                                        Date  September  1986

-------










o
K
O
CJ
K
O
o
V)
D
u.
0
Z
u













1
CC












*>

o§
z u






z
s



1
Ł








«i
s
1
•I
5

i
2
1
tn


«JO
*duio*
1

s
^

e
Z
S
V)




























l




























































































































































































































































































































































































































































































































_.

































.—

































	



































































__.




]
s
i
^
»
e

K
O
"t
5
1
>
^
Ł
a
CC


1
i
Received by
1
J
O

1
*-
-Ł•- —
T
1
i
1
i
e
j?
^
2
CC

1
o
'I
1
>
^
Ł
1
CC


1
1
Received by
I
s
o

f

_g 	
1
a
E








,
E







1
>•
1
0
il
I!
i
i^
s
o



.Ł 	
1
!
Ł
















-



                                                                          oo
                                                                          
-------
                          SAMPLING  ANALYSIS  REQUEST

Part I:  Field Section
Collector  	  Date  Sampled 	  Time 	 hours

Affiliation of Sampler  	

Address  	
            number      street            city              state        zip

Telephone  (    )	  Company Contact  	
LABORATORY
SAMPLE       COLLECTOR'S    TYPE OF
NUMBER	SAMPLE NO.     SAMPLE*      FIELD  INFORMATION**
Analysis Requested
Special  Handling and/or Storage
PART II:  LABORATORY SECTII
Received by 	  Title 	  Date

Analysis Required  	
*  Indicate whether sample is soil, sludge, etc.
** Use back of page for additional  information relative to sample location.
       Figure  9-19.   Example  of  hazardous  waste  sample  analysis  sheet.
CD-ROM                            NINE  -  70             Revision      0
                                                       Date  September 1986

-------
      Any material  that is identified in the DOT Hazardous Material Table  (49
CFR  172.101)  must  be  transported  as  prescribed  in  the  table.   All  other
hazardous waste samples must be transported as follows:

      1.     Collect  sample   in  a  16-oz  or  smaller  glass   or  polyethylene
            container with nonmetallic Teflon-lined screw cap.  For liquids,
            allow sufficient air space, approximately  10% by volume) so that
            the container  is  not full at 54°C  (130  °F).  If collecting a solid
            material, the container plus contents should not exceed 1 Ib  net
            weight.   If  sampling  for  volatile  organic  analysis,  fill   VOA
            container to  septum but place the VOA  container inside a 16-oz or
            smaller container so that the required air  space may be provided.
            Large quantities, up to 3.785 liters (1 gal),  may be collected if
            the sample's  flash  point  if  23°C  (75°F) or  higher.   In this case,
            the  flash  point  must be marked  on  the  outside  container (e.g.,
            carton or  cooler),  and shipping paper should  state that "Flash
            point is 73°F or higher."

      2.     Seal  sample  and place in  a  4-mi 1-thick  polyethylene  bag,   one
            sample per  bag.

      3.     Place sealed  bag  inside a metal  can with noncombustible, absorbent
            cushioning  material   (e.g.,  vermiculite   or   earth)  to  prevent
            breakage, one  bag per can.   Pressure-close  the can and use clips,
            tape, or other positive means to hold the  lid securely.

      4.     Mark the can with:

            Name and address of originator.
            "Flammable  Liquid,  N.O.S. UN 1993."
            (or, "Flammable  Solid, N.O.S. UN 1325".)
        NOTE:  UN numbers are now required in proper shipping names.
      5.     Place one  or more metal cans in a  strong  outside container such as
            a picnic cooler or fiberboard box.   Preservatives are not used for
            hazardous  waste site samples.

      6.     Prepare for  shipping:   The words "Flammable  Liquid,  N.O.S.  UN
            1993" or "Flammable Solid,  N.O.S. UN 1325"; "Cargo Aircraft Only"
            (if more than  1 qt net per outside  package); "Limited Quantity" or
            "Ltd. Qty."; "Laboratory Samples";  "Net Weight 	" or "Net Volume
            	"  (of hazardous  contents)  should   be  indicated  on shipping
            papers and on  the outside of  the outside shipping container.  The
            words "This Side Up" or "This End  Up" should also be on  container.
            Sign the  shipper certification.

CD-ROM                            NINE  - 71             Revision      0
                                                       Date  September 1986

-------
      7.    Stand by for  possible carrier  requests  to  open  outside  containers
            for  inspection  or  to  modify  packaging.   (It  is wise  to  contact
            carrier before  packing to ascertain local  packaging  requirements.)
            Remain in the departure  area until  the  carrier  vehicle  (aircraft,
            truck, etc.)  is on its way.

      At the laboratory,  a  sample custodian  should  be  assigned  to  receive  the
samples.   Upon  receipt of a  sample,  the  custodian  should  inspect the condition
of the  sample  and the sample  seal,  reconcile the  information on  the  sample
label  and  seal  against that  on the  chain-of-custody  record,  assign  a  laboratory
number,  log  in  the  sample in the laboratory logbook,  and  store  it  in a  secured
sample storage  room or cabinet until  it  is  assigned  to an analyst for analysis.

      The  sample  custodian  should inspect  the  sample  for any leakage  from  the
container.  A  leaky  container containing  a  multiphase  sample should  not  be
accepted for analysis.  This sample  will  no longer be  a  representative  sample.
If the  sample  is  contained in  a  plastic bottle and the container  walls  show
that  the  sample  is under  pressure  or  releasing  gases,  the sample should  be
treated  with caution  because it may  be explosive or  release  extremely poisonous
gases.  The custodian should  examine  whether the  sample  seal is intact  or
broken,  because a  broken seal may  mean sample  tampering and  would make  analysis
results inadmissible  as  evidence  in  court.    Any  discrepancies between  the
information on the  sample  label  and seal  and the  information  that is  on  the
chain-of-custody  record  and  the  sample  analysis  request sheet  should  be
resolved before the sample  is assigned for  analysis.   This effort might  require
communication with  the sample collector.   Results of  the inspection should  be
noted  on  the  sample analysis  request sheet  and  on  the   laboratory  sample
logbook.

      Incoming   samples   usually   carry   the  inspector's  or   collector's
identification numbers.   To identify  these  samples  further,  the  laboratory
should  assign  its   own  identification  numbers,   which  normally  are  given
consecutively.    Each sample should  be marked with  the assigned  laboratory
number.   This  number is  correspondingly  recorded  on a  laboratory  sample  log
book along with the information describing  the  sample.  The  sample  information
is copied  from  the  sample analysis  request  sheet and cross-checked  against  that
on the sample 1abel .

      In most  cases,  the  laboratory supervisor assigns the sample for analysis.
The supervisor should review  the  information on  the sample analysis  request
sheet, which now  includes  inspection notes  recorded  by  the  laboratory  sample
custodian.   The technician  assigned  to analysis  should record in the  laboratory
notebook the identifying information about  the  sample, the date of receipt,  and
other pertinent  information.   This  record should also  include  the  subsequent
testing data and  calculations.  The sample  may  have  to be split  with  other
laboratories in order to  obtain all  the  necessary analytical  information.   In
this case, the  same type of  chain-of-custody  procedures must  be  employed while
the sample  is  being transported and at the other laboratory.
CD-ROM                            NINE -  72             Revision       0
                                                        Date   September  1986

-------
      Once the sample has been  received  in  the  laboratory,  the  supervisor or
his/her  assignee  is  responsible  for  its care  and  custody.   That  person  should
be prepared  to  testify that the sample was  in  his/her  possession  or  secured in
the laboratory  at  all times,  from the moment  it was received from  the custodian
until  the analyses were performed.

      9.2.3 Sample Plan Implementation

      Prior to  implementing  a sampling plan,  it is  often strategic to  walk
through  the  sampling plan mentally, starting  with  the  preparation of equipment
until  the time  when  samples  are  received  at the  laboratory.   This  mental
excursion should  be  in  as much  detail as can be imagined,  because the small
details  are  the  ones most frequently overlooked.   By  employing  this  technique,
items  not  included  on  the equipment  list may  be discovered,  as well  as  any
major oversight  that  could  cause the  sampling  effort to fail.   During  this
review of the sampling plan,  an attempt should be  made to anticipate  what could
go  wrong.   A  solution  to  anticipated  problems  should  be  found,  and,  if
necessary, materials needed for  solving these  problems  should  be added  to  the
equipment list.

      The remainder  of this section  discusses  examples  of  sampling  strategies
for different situations that may be  encountered.

      Contai ners

      Prior to  discussing the  sampling of  containers,  the term must be defined.
The term container,  as used here,  refers  to  receptacles  that are designed  for
transporting materials, e.g.,  drums  and other  smaller receptacles,  as opposed
to stationary tanks.  Weighted bottles, Coliwasas,  drum  thiefs,  or  triers  are
the sampling  devices  that are  chosen  for  the  sampling of containers.   (See
Section  9.2.2.4 for a full discussion of sampling equipment.)

      The sampling strategy for  containers varies according  to  (1)  the  number
of containers to  be  sampled and (2) access  to  the  containers.   Ideally,  if  the
waste  is contained in several  containers,  every  container  will  be sampled.   If
this is  not  possible due to the large number  of  containers  or to  cost  factors,
a subset of  individual containers must be  randomly selected for  sampling.  This
can be done  by  assigning each  container a  number  and  then  randomly  choosing a
set of numbers for sampling.

      Access to a container will  affect the number of  samples that can be taken
from the container and the location within  the container from which samples  can
be taken.    Ideally, several  samples  should  be  taken  from  locations displaced
both vertically  and  horizontally throughout  the  waste.   The  number  of samples
required for  reliable sampling will  vary  depending  on the  distribution  of  the
waste  components  in the container.   At  a minimum  with  an unknown waste,  a
sufficient number and distribution  of samples  should be  taken to address  any
possible  vertical  anomalies  in  the waste.  This is  because contained  wastes
have  a  much  greater tendency  to  be  nonrandomly heterogeneous  in  a  vertical
rather than  a horizontal  direction  due to  (1)  settling of solids and  the  denser
phases of liquids and (2) variation  in the  content  of  the waste as it  enters
the container.    Bags, paper drums,  and open-headed  steel  drums  (of which  the
entire top can be removed) generally  do  not  restrict access to  the waste  and
therefore do not limit sampling.


CD-ROM                            NINE -  73              Revision     0
                                                        Date   September 1986

-------
      When access  to  a container is unlimited,  a  useful strategy  for  obtaining
a representative set  of samples is a three-dimensional simple  random sampling
strategy in  which  the container is  divided by constructing  an  imaginary  three-
dimensional  grid (see Figure 9-20),  as  follows.   First, the top surface  of  the
waste is divided into a grid whose section either  approximate  the size  of  the
sampling  device or  are  larger than the sampling  device  if  the container  is
large.    (Cylindrical containers  can  be  divided  into  imaginary concentric
circles,  which  are  then  further  divided into  grids  of  equal  size.)   Each
section  is assigned a number.   The  height of the container  is  then divided into
imaginary levels that are at least as  large as the  vertical space required  by
the chosen sampling device.   These  imaginary levels  are then assigned numbers.
Specific  levels and  grid  locations  are  then  selected for  sampling using  a
random-number  table  or   random-number  generator.    (an  alternative  means   of
choosing random sampling locations  using circumference and  diameter dimensions
is discussed in Section  9.2.2.1.)

      Another  appropriate  sampling  approach  is  the  two-dimensional   simple
random sampling strategy,  which can  usually yield a  more precise  sampling when
fewer samples  are collected.   This  strategy  involves  (1)  dividing the  top
surface  of the waste  into an  imaginary grid  as  in  the three-dimensional
strategy,  (2) selecting grid sections  for sampling  using random-number  tables
or random-number  generators,  and  (3)  sampling each selected grid point in  a
vertical  manner along the  entire  length  from  top to bottom using a sampling
device such as  a  drum thief or Coliwasa.

      Some containers,  such as drums  with bung  openings,  limit  access  to  the
contained waste and  restrict  sampling to a single vertical  plane.   Samples
taken in this manner  can be considered  representative of the entire  container
only  if  the  waste  is  known to  be  homogenous or  if no  horizontal stratification
has occurred.   Precautions must be taken when  sampling any type  of steel drum
because  the drum  may explode  or  expel gases  and/or pressurized liquids.   An
EPA/NEIC  manual,  "Safety  Manual  for  Hazardous  Waste  Site   Investigation,"
addresses these safety  precautions.
      Tanks are  essentially large containers.  The considerations  involved  in
sampling tanks are therefore similar  to  those for sampling containers.  As with
containers, the  goal  of  sampling  tanks is to acquire a sufficient number  of
samples from different locations within the waste to provide  analytical data
that are representative of the entire tank contents.

      The  accessibility   of   the  tank  contents  will   affect  the  sampling
methodology.  If the tank  is  an open one, allowing  unrestricted access, then
usually  a  representative set of  samples  is best obtained  using  the  three-
dimensional  simple random sampling strategy, as  described for  containers (see
also Section 9.2.2.1).  This strategy involves dividing the tank  contents into
an imaginary three-dimensional grid.  As a first step, the top surface  of the
waste is divided  into a grid whose  sections either approximate  the  size  of the
sampling device or are larger than  the sampling device  if the tank is  large.
CD-ROM                            NINE  -  74             Revision       0
                                                        Date   September  1986

-------
  Figure  9-20.   Container  divided  into  an  imaginary  three-dimensional  grid.
CD-ROM
IINE
75
Revision 	Q	
Date  September 1986

-------
(Cylindrical  tanks can be divided into  imaginary  concentric  circles,  which  are
then further divided  into  grids of equal  size.)  Each section is assigned  a
number.   The  height of the tank is then  divided into  imaginary  levels  that  are
at least as  large as the vertical space  required  by the chosen sampling  device.
These  imaginary levels  are  assigned  numbers.    Specific levels  and grid
locations are then selected for sampling using a  random-number table or  random-
number generator.

      A less  comprehensive sampling approach  may  be  appropriate  if  information
regarding the distribution of waste components  is  known  or assumed  (e.g.,  if
vertical  compositing  will  yield a representative sample).   In such  cases,  a
two-dimensional  simple random sampling strategy  may  be appropriate.   In this
strategy, the top surface of the waste  is divided  into  an  imaginary grid; grid
sections are  selected  using random-number tables  or  random-number  generators;
and each  selected grid  point  is then  sampled in a vertical manner  along  the
entire  length from top  to  bottom using a  sampling device  such as a  weighted
bottle,  a drum thief,  or Coliwasa.  If  the waste  is  known  to consist  of two  or
more discrete strata, a more  precise representation  of the tank contents  can
be obtained  by using a stratified  random sampling  strategy,  i.e.,  by  sampling
each  stratum  separately using  the two-  or  three-dimensional  simple  random
sampli ng strategy.

      Some tanks permit only limited access  to their  contents,  which  restricts
the locations within the tank from which samples  can  be taken.   If  sampling  is
restricted,  the  sampling strategy  must, at a  minimum,  take  sufficient  samples
to  address  the potential  vertical anomalies  in  the  waste  in order to  be
considered representative.  This  is because  contained wastes  tend to  display
vertical, rather than horizontal,  nonrandom  heterogeneity  due  to  settling  of
suspended solids or denser liquid  phases.   If access  restricts sampling to  a
portion  of the tank contents (e.g.,  in  an open tank,  the  size  of the  tank  may
restrict  sampling to  the  perimeter of the  tank;  in  a closed tank,   the only
access  to the   waste  may  be  through  inspection  ports),  then the  resulting
analytical data  will   be deemed  representative only  of the  accessed  area,  not
of  the   entire  tank  contents  unless  the  tank  contents   are  known  to   be
homogeneous.

      If a limited access tank is to be sampled,  and  little  is  known  about  the
distribution  of components  within  the  waste,   a  set   of samples  that   is
representative of the  entire tank  contents can be  obtained  by  taking  a series
of samples as the tank contents  are being drained.   This should be  done in  a
simple random manner by estimating how  long it will  take to  drain the  tank  and
then randomly selecting times during drainage for sampling.

      The most  appropriate  type of sampling device for tanks depends  on  the
tank parameters.  In general,  subsurface samples  (i.e., pond  samplers)  are used
for shallow  tanks, and weighted  bottles are  usually  employed for tanks deeper
than 5 ft.  Dippers  are useful  for sampling pipe  effluents.
CD-ROM                            NINE -  76             Revision       0
                                                        Date   September  1986

-------
      Waste Piles

      In waste  piles,  the  accessibility of waste  for  sampling is usually  a
function of pile size, a key factor  in  the design  of a  sampling strategy  for
a waste  pile.   Ideally, piles containing  unknown wastes should be sampled  using
a three-dimensional  simple  random sampling strategy.   This strategy can  be
employed only if all points within the  pile can  be  accessed.   In  such cases,
the pile  should be  divided  into  a  three-dimensional  grid  system,  the grid
sections assigned numbers, and the sampling points  then  chosen  using  random-
number tables or random-number generators.

      If  sampling   is  limited  to  certain portions of  the pile,  then  the
collected  sample will  be representative only  of those portions,  unless  the
waste is known to be homogenous.

      In cases where the  size of a  pile  impedes access  to  the waste,  a set  of
samples  that  are representative  of  the entire  pile can  be obtained with  a
minimum of effort by scheduling sampling to coincide with pile  removal.   The
number  of  truckloads needed to remove  the pile  should be estimated and  the
truckloads randomly chosen for sampling.

      The  sampling  devices  most  commonly  used  for  small  piles are thiefs,
triers,  and shovels.  Excavation equipment, such as backhoes,  can be useful  for
sampling medium-sized piles.

      Landfills and  Lagoons

      Landfills  contain primarily solid waste, whereas lagooned waste  may  range
from liquids to dried sludge residues.   Lagooned waste  that  is  either liquid
or semisolid  is  often  best sampled  using the  methods  recommended for  large
tanks.   Usually, solid  wastes contained in  a  landfill  or  lagoon  are best
sampled using the three-dimensional  random sampling strategy.

      The three-dimensional random  sampling strategy involves establishing  an
imaginary three-dimensional  grid of sampling points in the waste  and then  using
random-number  tables  or random-number  generators to select points for  sampling.
In the case of  landfills and lagoons, the grid is  established  using  a survey
or map of  the  area.   The map  is  divided into two two-dimensional  grids with
sections  of equal   size.   (An alternative  way  of  choosing random  sampling
locations  is  presented  in  the second  example  described in Section  9.2.2.1)
These sections are  then assigned numbers sequentially.

      Next, the  depth  to which  sampling will  take  place  is determined  and
subdivided  into  equal  levels,  which  are also sequentially  numbered.   (The
lowest sampling  depth will vary from  landfill to  landfill.   Usually,  sampling
extends  to  the interface  of  the fill  and   the  natural  soils.    If  soil
contamination is suspected, sampling may extend  into the  natural  soil.)   The
horizontal and vertical sampling  coordinates are then  selected  using  random-
number tables  or  random-number generators.  If some  information  is  known  about
the nature of  the waste, then a  modified  three-dimensional strategy  may be more
appropriate.  For example, if  the  landfill consists  of  several  cells, a more
precise  measurement  may be obtained by considering  each  cell  as  a  stratum  and
employing a stratified three-dimensional  random  sampling  strategy (see Section
9.1).


CD-ROM                            NINE - 77              Revision      0
                                                        Date  September  1986

-------
      Hollow-stem  augers  combined with  split-spoon  samplers  are frequently
appropriate  for  sampling  landfills.    Water-driven  or  water-rinsed coring
equipment  should not be used for sampling  because the water can rinse  chemical
components from the  sample.   Excavation equipment,  such as backhoes, may be
useful  in  obtaining  samples at  various  depths;  the resulting  holes may be
useful for viewing and recording the contents of the landfill.

      9.2.4  Sample Compositing

      The compositing  of  samples, is usually  done  for cost-saving  reasons,
involves  the  combining of  a  number  of  samples  or  aliquots  of  a  number of
samples  collected from the same waste.  The disadvantage  of sample compositing
is the loss of concentration variance  data, whereas the  advantage  is that, for
a given  analytical  cost, a more representative (i.e., more accurate) sample is
obtai ned.

      It  is  usually  most expedient and  cost  effective to  collect component
samples in the  field  and to composite  aliquots of  each sample  later in the
laboratory.   Then,  if after reviewing  the  data any questions  arise, the samples
can be recomposited in a different combination, or each component sample can
be analyzed separately to determine better the variation of waste composition
over time  and space, or to determine  better the precision of  an  average number.
The fact  that  this recompositing  of  samples can occur without  the  need to
resample often results in a substantial  cost savings.

      To ensure  that  recompositing can be done at a later date,  it  is essential
to  collect  enough  sample  volume  in   the  field   so that,  under  normal
circumstances, enough  component  sample  will remain following compositing to
allow  for a  different  compositing  scheme  or even  for an analysis  of the
component samples  themselves.

      The actual  compositing  of  samples requires  the  homogenization of all
component  samples to ensure that a representative subsample is  aliquoted.  The
homogenization  procedure,   and   the   containers   and   equipment  used  for
compositing,  will vary according to the type  of waste being composited and the
parameters to  be  measured.   Likewise,  the  composite  sample  itself  will be
homogenized prior to the subsampling of analytical  aliquots.

      9.2.5  References

1.  Corey, P.R.,  Soil  Water Monitoring,  Unpublished Report to Dept.  of  Agr.
Eng.,  Colorado State University,  Fort Collins,  Colorado, 1974.

2.  Duke, H.R.  and H.R.  Haise, Vacuum Extractors  to Assess Deep percolation
Losses and Chemical Constituents of Soil Water, Soil Sci, Soc, Am. Proc. 37.
963-4 (1973)

3.  Parizek,  R.R.   and  B.E.  Lane, Soil-Water  Sampling Using Pan  and   Deep
Pressure-Vacuum Lysimeters, J.Hydr. 11.  1-21 (1970).
CD-ROM                            NINE  -  78              Revision      0
                                                        Date  September  1986

-------
4.   Silkworth,  D.R.   and  D.F.  Grigal,  Field  Comparison of  Soil   Solution
Samplers, Soil Sci .  Soc. Am. J. 45., 440-442  (1981).

5.  Trout,  T.J., J.L. Smith, and D.B.  McWhorter,  Environmental  Effects  of  Land
Application of Digested Municipal  Sewage Sludge,  Report  submitted to  City  of
Boulder, Colorado,  Dept.  of Agr.  Engr., Colorado State  Univ.,  For  Collins,
Colorado, 1975.

6.  Tyler,  D.D. and G.W. Thomas, Lysimeter Measurements of  Nitrate  and  Chloride
Losses and  No-tillage Corn, J. Environ.  Qual .  6, 63-66  (1977).

7.   U.S.  Department  of Transportation,  Hazardous  Materials  Table,  49 CFR
172.101.

8.  U.S. EPA,  Office  of Solid Waste and Emergency Response,  Hazardous Waste
Land Treatment, Washington, D.C.,  SW-874, 1983.

9.  U.S. EPA, NEIC Policies and Procedures,  330/9/78/001 -R, 1982.

10.  Wood, W.W., A  Technique  Using  Porous Cups  for  Water Sampling  at Any Depth
in the Unsaturated Zone, Water Resources Research 9., 486-488  (1973).
CD-ROM                            NINE -  79             Revision       0
                                                        Date   September  1986

-------
&EPA
              United States
              Environmental Protection
              Agency
              Office of Research and
              Development
              Washington, DC 20460
EPA/600/R-92/088
May 1992
Facility Pollution
Prevention Guide

-------
                                                  EPA/600/R -92/083
                                                  May 1992
             FACILITY POLLUTION PREVENTION GUIDE
Office of Solid Waste
U.S. Environmental Protection Agency
Washington, D.C. 20460

Risk Reduction Engineering Laboratory
Office of Research and Development
U.S. Environmental Protection Agency                 $$ Printed on Recycled paper
Cincinnati, Ohio  45268

-------
                                                                       NOTICE
    This Guide has been subjected to U.S. Environmental Protection Agency peer
and administrative review and approved for publication.  Approval does not signify
that  the  contents  necessarily  reflect  the  views  and  policies  of  the  U.S.
Environmental Protection Agency, nor does mention of trade names or commercial
products constitute endorsement  or  recommendation  for use.  This document is
intended as  advisory  guidance  only in  developing  approaches for  pollution
prevention.   Compliance with environmental and  occupational  safety  and  health
laws is  the responsibility of each individual business and is  not the focus of this
document.
    Users  are encouraged  to  duplicate portions  of this publication as  needed to
implement  a  pollution prevention program.  Organizations interested in reprinting
and distributing the entire Guide should contact the Pollution Prevention Research
Branch, Risk  Reduction Engineering Laboratory,  U.S.  Environmental  Protection
Agency, Cincinnati, Ohio, 45268, to obtain  a reproducible master.

-------
                                                                  FOREWORD
     Today's rapidly  changing technologies and industrial products and  practices
carry the  risk of generating materials that, if improperly managed, can  threaten
public health and the  environment.  With the Pollution Prevention Act of 1990, the
U.S. Congress  established  pollution prevention  as  a "national objective"  and the
most important component of  the  environmental  management  hierarchy.  Thus,
national policy  declares that the creation of potential pollutants should be prevented
or reduced during the  production cycle whenever feasible.
     In carrying out its program 10 encourage  the adoption of Pollution  Prevention,
the Risk Reduction Engineering Labc.ra.ton,  and the  Office of Solid Waste offer this
Facility  Pollution  Pre:er.r.on  Guide.    The  Guide's  predecessor,   the   H^-.v
Minimizaricn Opportune,  Ass.essrr.er.: .Wj/iita.'.  published  in  19SS. concentrated
primarily  on the waste types cohered in the Resource Co rise nation and Recovery
Act  (RCRAj.  In contrast, this edition deals with "multimedia" pollution prevention.
This reflects our national realization, as  demonstrated in  the 1990  legislation,  thai
we  must  look  at wastes  more  broadly  if  we are  to  protect  the environment
adequately.   That  is.  ii is  important  to  minimize all  pollutants, including  air
emissions. wastewater discharges, and s-oi'.d wastes as well as energy  ar.d water
consumption.   In addition to controlling  waste  creation  during  the  production
process, we need to design produce that wi.1;  have  less impact on the  environment
while in use and after disposal.
     This  edition  of  the Guide  is  written for  those  individuals  responsible  for
implementing pollution prevention in their facilities.  It is  intended to help small- to
medium-sized  production  facilities  develop   broad-based,  multimedia  pollution
prevention  programs.   It  describes  how   to   identify,  assess,   and  implement
opportunities for preventing pollution arid how to stimulate the ongoing search for
such opportunities.    Companies  thai adopt  this  approach typically  find  thai  they
reduce both their operating costs and their potential  liabilities, in addition to helping
to preserve the  environment
     This is not intended  to be  a  prescriptive, comprehensive  document.   It  is
necessarily a generalized approach, since it is  intended for use  by  companies in all
business  and geographic areas.   You are  in  the  'DCS:  position  to judge  how 10
develop a program  that  will  fit  your circumstances.  We have addressed  the  basic
steps involved  in developing an  adequate pollution prevention program.  The  true
success of your efforts will be determined by the extent to which you are able to go
beyond these basics.   Because we strongi; entourage  you to go beyond a minimal
program,  this Guide  also provides references and information sources that will  help
you expand your efforts.

-------
                                                                           ABSTRACT
            The U.S. Environmental Protection Agency (U.S. EPA) developed the Facility
        Pollution Prevention Guide for those who  are interested in and  responsible for
        pollution prevention in  industrial or service facilities.  It summarizes the benefits of
        a company-wide  pollution  prevention program and suggests  ways to  incorporate
        pollution prevention in company policies and  practices.
            The Guide  describes how to establish  a company-wide pollution prevention
        program. It outlines procedures for conducting a  preliminary assessment to identify
        opportunities for waste reduction or elimination.  Then, it describes how to use the
        results of this preassessment to prioritize  areas for detailed assessment,  how to use
        the detailed  assessment to develop  pollution prevention options, and  how  to
        implement those options that withstand feasibility analysis.
            Methods  of evaluating, adjusting, and maintaining the program are described.
        Later  chapters deal with cost analysis for  pollution prevention projects and with the
        roles of product design and  energy conservation in pollution prevention.
            Appendices  consist of materials that will  support  the  pollution prevention
        effort:   assessment  worksheets,  sources of  additional  information, examples  of
        evaluative methods, and a glossary.
                      The  draft  information  used  for  this Guide  was
                      compiled and prepared by Battelle,  Columbus, Ohio,
                      under Contract No. 68-CO-0003 for the U.S.  EPA's
                      Office of Research and Development.
IV

-------
                                                                CONTENTS
                                                                            Page


NOTICE  	   ii

FOREWORD	    iii

ABSTRACT	   iv

ACKNOWLEDGEMENTS	vii

CHAPTER 1  DECIDING ON POLLUTION PREVENTION	   1

     Benefits of a Pollution Prevention Program	1
     The Environmental Management Hierarchy	4
     What Is Pollution Prevention?  	4
     What Is Not Pollution Prevention?	7
     Pollution Prevention Regulatory Framework  	9

CHAPTER 2  DEVELOPING A POLLUTION PREVENTION PROGRAM	   12

     Establish the Pollution Prevention Program	12
     Organize the Pollution Prevention Program	16
     Do the Preliminary Assessment 	  18
     Prepare the Program Plan  	21

CHAPTER 3  DEVELOPING AND IMPLEMENTING POLLUTION PREVENTION
             PROJECTS	,	  27

     Detailed Assessment Phase  	27
     Define Pollution Prevention Options	34
     Do Feasibility Analyses  	,	35
     Write the Assessment Report	,	40
     Implement the Pollution Prevention Plan	42

CHAPTER 4  MEASURING POLLUTION PREVENTION PROGRESS	  44

     Acquiring Data  	,	44
     Methods of Analyzing the Data	46
     Measuring Economic Results	49

-------
                                                                         Page

CHAPTER 5  MAINTAINING THE POLLUTION PREVENTION PROGRAM  	  50

     Integrate Pollution Prevention Into Corporate Plan	 	50
     Staff Education	52
     Maintain Internal Communication	55
     Employee Reward Program	57
     Public Outreach and Education 	57

CHAPTER 6  ECONOMIC ANALYSIS OF POLLUTION PREVENTION PROJECTS  .  .  58

     Total Cost Assessment	 58
     Expanded Cost Inventory  	59
     Expanded Time  Horizon .	62
     Long-Term Financial Indicators	62
     Direct Allocation of Costs	62
     Summary	64

CHAPTER 1  DESIGNING ENVIRONMENTALLY COMPATIBLE PRODUCTS	  65

     Stages in Life-Cycle Assessment 	65
     Goals of Product Design or Redesign	66

CHAPTER 8  ENERGY CONSERVATION AND POLLUTION PREVENTION  	  69

     Preventing Pollution b> Conserving En-erg)	          	69
     Conserving Energy through Pollution Prevention ...       .   . ,     	70
                                 APPENDICES


APPENDIX A  POLLUTION PREVENTION WORKSHEETS                         73

APPENDIX B  INDUSTRY-SPECIFIC CHECKLISTS                               S3

APPENDIX C  CUSTOMIZED POLLUTION PREVENTION WORKSHEETS 	97

APPENDIX D  TECHNICAL/FINANCIAL ASSISTANCE PROGRAMS	  117

APPENDIX E  OPTION RATING: WEIGHTED SUM METHOD  	 127

APPENDIX F  ECONOMIC EVALUATION EXAMPLE	 128

APPENDIX G  POLLUTION PREVENTION REFERENCE MATERIAL	 134

APPENDIX H  GLOSSARY OF POLLUTION PREVENTION TERMS 	 141
VI

-------
                                                       ACKNOWLEDGEMENTS
      This  Guide  was  prepared  under  the
direction and  coordination of Lisa Brown of
the  U.S.  Environmental  Protection  Agency
(U.S.  EPA),  Pollution  Prevention  Research
Branch,  Risk   Reduction   Engineering
Laboratory, Cincinnati, Ohio.
      Battelle  compiled  and   prepared   the
information  used  for this  Guide  under  the
direction of Bob  Olfenbuttel.  Participating in
this effort for Battelle were Larry Smith, David
Evers, Lynn Copley-Graves, Carol Young, and
Sandra Clark.
      Contributions were made by U.S.  EPA's
Office of Research and Development, the U.S.
EPA  Office of  Solid Waste,  the pollution
prevention   organizations  in  the   U.S.  EPA
Regional  Offices, state  pollution  prevention
organizations,  and members  of  academia and
industry.
      Specifically,    the   following    people
provided significant assistance:

      Patrick Pesacreta
      Office of Solid Waste
      U.S. Environmental Protection Agency

      Gary Hunt
      North Carolina Office of Waste Reduction

      Deborah Hanlon & Martin Spitzer
      Pollution Prevention Division
      U.S. Environmental Protection Agency

      Abby  Swaine
      Region I Pollution Prevention Program
      U.S. Environmental Protection Agency

      Thomasine Bayless
      Risk Reduction Engineering Laboratory
      U.S. Environmental Protection Agency
Contributions to the  development of this
Guide  were also made by  the following
people:

Alan Rimer
Alliance Technologies Corporation

Eugene B. Pepper
Office of Environmental Coordination
Slate of Rhode Island and Providence
 Plantations

Harry W. Edwards
Colorado State University

David L, Thomas, Ph.D.
Hazardous Waste Research and Information
 Center

Azita Yazdani
Pollution Prevention International

David M. Benforado
3M Corporation

R. Lee Byers
Aluminum  Company of America

James R. Aldrich
University of Cincinnati

Henry W. Nowick
Envirocorp

James Edward
Pollution Prevention Division
U.S. Environmental Protection Agency

Chet McLaughlin
Region VII
U.S. Environmental Protection Agency

Marvin Fleischman & Clay Hansen
University  of Louisville
                                                                                            vn

-------
      Charles A. Pittinger, PhD
      The Procter & Gamble Company

      H. Lanier Hickman, Jr.
      GRCDA/SWANA

      Dent Williams
      DIPEC

      Charles Wentz
      Argonne National Laboratory

      Linda G. Pratt
      San Diego County Department of Health
      Services

      Bruce Cranford
      U.S. Department of Energy

      L. M. Fischer
      Allied-Signal

      Thomas R. Mersey, Jr.
      Erie County Pollution Prevention Program

      Richard F. Nowina
      Ontario Waste Management Corporation

      David Hartley & Robert Ludwig
      California Department of Toxic  Substance
        Control

      Bob Carter
      Waste Reduction  Resource
        Center — Southeast
    Audun Amundsen
    Stiftelsen 0stfoldforskning
    Norway

    Birgitte B. Nielsen
    Rendan A/S
    Denmark

    Michel Suijkerbuijk
    Innovatiecentrum Overijssel
    Netherlands

    Per Kirkebak
    Peterson A-S
    Norway

    Han Brezet & Bas Kothuis
    TME
    Netherlands

    Sybren de Hoo
    NOTA
    Netherlands
Special  acknowledgement  is  given  to  all
members of the Pollution Prevention Research
Branch, especially;

          Ruth  Corn.  Rita  Bender,
          Harry Freeman,  Ivars Licis,
          Paul  Randall,  Mary  Ann
          Cumin and Anne Robertson.
      Terry Foecke
      WRITAR
International contributions were made by:

      Barbel Hegenbart & Stefan Millonig
      IOW & VOW
      Austria

      Brian Pearson
      Aspects International Ltd.
      England

      Thomas Gutwinski
      BAUM
      Austria
VIII
                                                                                 Acknowledgements

-------
                                                                         CHAPTER  1
                                                                   DECIDING ON
                                                 POLLUTION PREVENTION
    Pollution  prevention is the use of  materials, processes, or
practices  that reduce or eliminate  the creation  of  pollutants or
wastes at the  source. It includes practices that reduce the use of
hazardous and nonhazardous  materials,  energy,  water,  or other
resources as well as those that protect natural resources through
conservation or more efficient use.
    A pollution prevention program is an ongoing, comprehensive
examination of the operations  at a facility with the goal of mini-
mizing all types of waste products.  An effective  pollution preven-
tion program will:
         *    reduce risk of criminal and civil liability
         •    reduce operating costs
         •    improve employee morale and participation
         •    enhance company's image in the community
         •    protect public health and the environment.
This Guide is intended  to assist you  in developing a  pollution
prevention program for your  business.   It will  help you decide
which aspects of your operation you  should assess  and how de-
tailed this assessment should be.
    This  chapter provides background  information  on  pollution
prevention.  Specifically, it
         •    Summarizes  the  benefits  you can obtain from  a
             company-wide  pollution prevention  program  that
             integrates raw materials, supplies, chemicals, energy,
             and water use.
             Describes the U.S. EPA's Environmental  Manage-
             ment Hierarchy.
             Explains what pollution  prevention  is and what it is
             not.
             Provides an overview of federal and state legislation
             on pollution control.
A  pollution prevention  program
addresses all types of waste.
Those companies "struggling  to
maintain  compliance today  may
not be around by the end of the
'90s.  Those toeing the compli-
ance line will survive.  But those
viewing  the  environment  as a
strategic issue will be leaders."
   — Richard W, MacLean, chief
   of environmental programs at
   Arizona Public Service Co., as
   quoted in Environmental Busi-
   ness Journal, December, 1991,
BENEFITS OF A POLLUTION PREVENTION PROGRAM

    In the case  of pollution prevention, national environmental
goals coincide with industry's economic interests.  Businesses have
strong incentives  to reduce the toxicity and sheer volume of the
waste  they  generate.   A company with  an effective,  ongoing
pollution prevention plan may well be the lowest-cost producer and
have  a significant competitive edge.  The cost per unit produced
will decrease as pollution prevention measures lower liability  risk

-------
and operating costs.   The company's  public image will also  be
enhanced.
Reduced Risk of Liability

    You will decrease your risk of both civil and criminal liability
by  reducing the volume  and the potential toxicity of the vapor,
liquid, and solid discharges you generate.  You should look at all
types of waste, not just those that are currently defined as hazard-
ous.  Since toxicity  definitions and  regulations change, reducing
the volume of wastes in all categories is a sound long-term man-
agement policy.
    Environmental regulations at  the  federal  and  state  levels
require  that facilities  document the pollution prevention and recy-
cling measures  they  employ  for  wastes defined  as hazardous.
Companies that produce excessive waste risk heavy fines, and their
managers may  be  subject to fines and imprisonment if potential
pollutants are mismanaged.
    Civil liability is  increased by generating hazardous  waste and
other potential pollutants.  Waste handling affects public health and
property values in the communities  surrounding production  and
disposal sites.  Even  materials not  currently  covered by hazardous
waste regulations may present a risk of civil litigation in the future.
    Workers' compensation costs and risks are directly related to
the volume of hazardous  materials produced.  Again,  it is unwise
to confine your attention  to  those materials specifically defined as
hazardous.

Reduced Operating Costs

    An effective  pollution  prevention program  can yield  cost
savings that will more than offset program development and imple-
mentation costs.   Cost reductions may be immediate  savings  that
appear  directly on the balance sheet or anticipated savings based
on  avoiding  potential future costs.   Cost savings are particularly
noticeable when the costs resulting from the treatment, storage, or
disposal of wastes  are allocated to  the  production unit, product, or
service  that produces the waste.  Refer  to  Chapter  6 for more
information on allocating  costs.
    Materials  costs  can  be reduced  by adopting production  and
packaging procedures that consume fewer resources, thereby creat-
ing  less waste.   As  wastes are reduced, the  percentage of  raw
materials  converted to finished products increases,  with a propor-
tional decrease in materials costs.
    Waste management and  disposal costs  are an  obvious and
readily  measured  potential savings to be realized  from pollution
prevention.  Federal  and  state  regulations mandate special in-plant
handling procedures  and  specific treatment  and disposal  methods
for toxic wastes.  The costs of complying with these  requirements
and reporting on  waste disposition are direct  costs to businesses.
There are also  indirect costs, such as higher taxes for such  public
"Above  all,  companies  want to
pin down risk... Because the costs
can be  so  enormous, risk  must
now be taken into account across
a  wide  range of business  deci-
sions. "
   — Bill Schwalm,  senior  man-
   ager for  environmental  pro-
   grams  and manufacturing at
   Polaroid, in an interview with
   Environmental  Business  Jour-
   nal, December. 1991.
Look beyond the wastes  currently
defined as hazardous.
A comprehensive pollution preven-
tion  program can reduce current
and future operating costs.
                                                                                        Chapter 1

-------
services as landfill  management.   The  current trend  is for these
costs to continue to increase at the same or higher rates.  Some of
these cost savings are summarized in Box 1.
    Waste management costs will decrease as pollution prevention measures are implemented:

         •    Reduced manpower and equipment requirements for on-site pollution control and
             treatment
             Less waste storage space, freeing more space for production
             Less pretreatment and packaging prior to disposal
             Smaller quantities treated, with possible shift from treatment, storage, and
             disposal (TSD) facility to non-TSD status
             Less need to transport for disposal
             Lower waste production taxes
             Reduced paperwork and record-keeping requirements, e.g.. less Toxic Release
             Inventor.1 i.TRI") reporting when TRI-listed chemicals are eliminated or reduced.

                                                                                    Box 1
    Production  costs can be reduced through a pollution preven-
tion  assessment.   When  a  multi-disciplinary  group examines
production processes  from a fresh perspective, opportunities for
increasing efficiency are likely to surface that might not otherwise
have  been  noticed.    Production  scheduling,  material handling.
inventory control, and equipment maintenance are all areas that can
be optimized to reduce the  production  of  waste of all types and
also control  the costs of production.
    Energy costs  will decrease as pollution prevention measures
are implemented in various  production  lines.  In addition, energy
used to  operate the overall  facility can be reduced  by  doing  a
thorough assessment of how various operations interact.  Chapter 8
discusses energy conservation.
    Facility cleanup costs may result from  a need to  comply with
future  regulations  or  to  prepare  a production  facility or  off-site
waste storage or disposal  site for sale.  These future  costs can be
minimized by acting  now to reduce the amount of wastes of all
types that you generate.

Improved Company Image

    As the quality of the environment becomes an issue of greater
importance  to  society,  your company's policy  and  practices for
controlling  waste  increasingly  influence  the   attitudes  of  your
employees and of the  community at large.
    Employees  are likely to  feel more  positive  toward their  com-
pany when  they believe that management is committed to  provid-
ing a safe work  environment  and is acting as a responsible member
Optimixng processes  and energy-
use reduces  wasie and  controls
production costs.
Corporate image is enhanced by a
demonstrated   commitment   to
pollution pre^-entron.
 Deciding on Pollution Prevention

-------
of the community.  By participating in pollution prevention activi-
ties, employees  can interact positively  with each other and with
management   Helping  to  implement  and  maintain  a pollution
prevention program  should increase  their sense of identity with
company goals.  This positive atmosphere helps to retain a compet-
itive workforce and to attract high-quality new employees.
    Community attitudes  will be more positive toward companies
that operate  and publicize  a thorough  pollution prevention pro-
gram.  Most communities  actively resist the  siting of  new waste
disposal facilities in  their  areas.   In addition, they  are becoming
more conscious  of  the monetary costs  of treatment and disposal.
Creating environmentally compatible products and avoiding exces-
sive consumption and discharge of material and energy resources,
rather than  concentrating solely  on  treatment and  disposal,  will
greatly enhance  your company's image within your community and
with potential customers.

Public Health and  Environmental Benefits

    Reducing production wastes  provides  upstream benefits  be-
cause it reduces ecological damage due  to raw material extraction
and refining  operations.  Subsequent benefits are the reduced risk
of emissions during the  production process and  during recycling,
treatment, and disposal operations.
 "We regard the environment as a
 long-term strategic set of issues.
 To  have  a strong,  viable compa-
 ny,  the  environment has  to  be
 taken into account... by planning
for  [consumer demand for more
 environmental quality] we will be
 more  competitive  in the market-
 place. "
   —  Bill Riley, director of Envi-
   ronment—Marketing at Clorox,
   as  quoted in  Environmental
   Business  Journal,  December,
   1991.
THE ENVIRONMENTAL MANAGEMENT HIERARCHY
    The Pollution  Prevention  Act  of 1990  reinforces the  U.S.
EPA's  Environmental Management Options Hierarchy, which is
illustrated in Figure 1.  The  highest priorities are assigned to pre-
venting pollution through  source  reduction and  reuse, or closed-
loop recycling.
    Preventing or recycling  at the source  eliminates the  need for
off-site recycling or treatment and disposal. Elimination of pollut-
ants at or near the  source  is typically less expensive than collect-
ing, treating, and disposing of wastes.  It  also presents much less
risk to your workers, the community, and the environment.
 Source  reduction  and reuse  pre-
 vent pollution.
WHAT IS POLLUTION PREVENTION?
    Pollution  prevention is  the maximum feasible reduction of all
wastes generated at production sites.  It involves the judicious use
of resources through  source reduction,  energy efficiency, reuse of
input materials during production, and reduced water consumption.
There are  two general methods  of source reduction  that  can be
used  in  a  pollution  prevention  program:   product changes  and
process changes.  They reduce the volume and toxicity of produc-
tion  wastes and  of  end-products  during their  life-cycle  and at
disposal.  Figure 2 provides some examples.
 Change products and production
 processes  to reduce pollution  at
 the source.
                                                                                       Chapter 1

-------
    Product changes in the composition or use of the intermediate
or end products are performed by the manufacturer with the  pur-
pose of reducing waste from manufacture, use, or ultimate disposal
of the  products.  Chapter 7 in this Guide provides information on
designing products and packaging that have minimal environmental
impact.
Redesign  products  to  minimize
their environmental impact.
Method Example Activities Example Applications

Source Reduction
(Highest Priority)

Recycling

Treatment

Disposal





• Environmentally
Friendly Design
• Product Changes
• Source Elimination

• Reuse
• Reclamation

• Stabilization
• Neutralization
• Precipitation
• Evaporation
• Incineration
• Scrubbing

• Disposal at a
Permitted Facility





• Modify Product to
Avoid Solvent Use
• Modify Product to
Extend Coating Life

• Solvent Recycling
• Metal Recovery From
a Spent Plating Bath
• Volatile Organic
Recovery

• Thermal Destruction
of Organic Solvent
• Precipitation of Heavy
Metal From a Spent
Plating Bath

• Land Disposal


Figure 1: Environmental Management Options Hierarchy
Deciding on Pollution Prevention

-------
                                        Sou rte Reduction
                        Product Changes

                       Design for Less
                       Increase Product
                         Life
                   Process Changes
          Input Material Changes

         • Material Purtfcatcn
         • Substitution of Less-Toxic
Technology Changes

 • La/D^ Changes
                                       •  improved Operating
                                          Conditions
                                       •  Improved Equipment
                                       *  New Teennotogy
improved Operating Practices

 *  Operating and Maintenance
   Procedures
 •  Management Pradces
 •  Stream Segregation
 *  Material Handling
    Improvements
 •  Production Scheduling
 *  Inventory Contfo4
 *  Training
 «  Waste Segregation
                              Figure 2.  Source Reduction Methods
    Process changes are concerned with hov» tiie product is made.
They include input  maienal changes,  technology  changes,  and
improved  operating  practices.   All  such changes  reduce  worker
exposure to pollutants cJunng the manufacturing process. Typical-
ly, improved operating practices can be implemented more  quickly
and  at less expense than input  material and technology changes.
Box 2 provides examples of process changes.
                           Process changes may be  imple-
                           mented more quickly than product
                           changes.
                                                                                      Chapter 1

-------
    The following process changes are pollution prevention measures because they redyce
    the amount of waste created during production.

      Examples  of input material changes:
        »    Stop using heavy metal pigment.
        •    Use a less hazardous or toxic solvent for cleaning or as coating.
        •    Purchase  raw materials that are free of trace quantities of hazardous or toxic
             impurities.

      Examples  of technology changes;
        •    Redesign equipment and piping to reduce the volume of material contained,
             cutting losses during batch or color changes or when equipment is drained  for
             maintenance or cleaning.
             Change to mechanical stripping/cleaning devices to avoid solvent use.
             Change to a powder-coating  system.
        •    Install a hard-piped vapor recovery system to capture and return vaporous
             emissions.
             Use more efficient motors.
        *    Install speed control on pump motors to reduce energy consumption.

      Examples  of improved operating practices:
             Train operators.
             Cover solvent tanks when not in use.
        •    Segregate waste streams to avoid cross-contaminating hazardous and nonhazard-
             ous  materials.
        •    Improve control of operating conditions (e.g.,  flow rate,  temperature, pressure,
             residence time, stoichiometry).
        *    Improve maintenance scheduling, record keeping, or procedures to increase
             efficiency.
             Optimize purchasing and inventory maintenance methods for input materials.
             Purchasing in quantity can reduce costs and packaging material if care is taken to
             ensure that materials do not exceed their shelf life.  Reevaluate shelf life charac-
             teristics to avoid unnecessary disposal of stable items.
        •    Stop leaks, drips, and spills.
        •    Turn off electrical equipment such as lights and copiers  when not in use.
        •    Place equipment so as to minimize spills and losses during transport of parts or
             materials.
        •    Use drip  pans and splash guards.
                                                                                    Box 2
WHAT IS NOT POLLUTION PREVENTION?

    There are a number of pollution  control measures  that are    Waste  treatment is not pollution
applied  only after wastes are generated.  They are,  therefore, not   prevention.
correctly categorized  as  pollution prevention.   Box  3 provides
some examples of procedures that are waste handling, not pollution
prevention, measures.
Deciding on Pollution Prevention

-------
    The following are not  pollution prevention  measures because they are taken  after the
    waste is created:

             Off-site recycling:
             Off-site recycling (e.g., solvent recovery at a central distillation facility) is
             an excellent waste management option.  However, it does create pollution
             during  transport and during the recycling procedure.

        •    Waste  treatment:
             Waste  treatment involves  changing the form or composition of a waste
             stream  through controlled  reactions to reduce or eliminate the amount of
             pollutant.   Examples  include detoxification, incineration, decomposition,
             stabilization, and solidification or encapsulation,

             Concentrating hazardous or toxic constituents to reduce volume:
             Volume reduction operations, such  as  dewatering, are useful  treatment
             approaches, but they do  not prevent the creation  of pollutants.   For
             example, pressure filtration and drying of a heavy  metal waste sludge
             prior to disposal  decreases the sludge water content  and waste volume,
             but it  does not  decrease  the  number  of  heavy metal molecules in the
             sludge.

             Diluting constituents to reduce hazard or toxicity:
             Dilution is  applied to  a waste stream  after generation  and does not reduce
             the absolute amount of hazardous constituents entering the environment.

             Transferring  hazardous or toxic  constituents from one environmental
             medium to another:
             Many  waste management,  treatment, and control practices  used  to date
             have simply collected pollutants and  moved them from one environmental
             medium (air,  water, or land) to another.  An example is  scrubbing  to
             remove sulfur  compounds  from combustion process off-gas.
                                                                                    Box 3
    Off-site recycling is vastly preferable to other forms of waste   Off-site  recycling  carries  some
handling because it helps to preserve raw materials and reduces the   risk.
amount of material that will require disposal.  However, compared
with closed-loop recycling (or reuse), performed at the production
site, there  is likely  to  be  more  residual waste that will  require
disposal.  Further, waste transportation and the recycling process
itself carry the risks  of worker exposure and of release  into the
environment.
    Transferring  hazardous  wastes  to  another  environmental   Transfer to another environmental
medium is not pollution  prevention.   Many waste  management   medium should be avoided in most
practices to date have simply collected pollutants and moved them   cases.
from one environmental medium to another.  For example, solvents
can be removed from wastewater by means  of an activated carbon
                                                                                      Chapter 1

-------
adsorbers.  However, regenerating the carbon requires the use of
another solvent or heating, which transfer  the waste to the atmo-
sphere.  In some cases,  transfer is a valid treatment option.  How-
ever, too often the purpose has been to shift a pollutant to a less-
tightly regulated medium.  In either case,  media transfers  are not
pollution prevention.
    Waste treatment prior to disposal reduces the toxicity and/or
disposal-site space requirements but does not eliminate all pollutant
materials. This includes such processes as  volume reduction, dilu-
tion, detoxification, incineration,  decomposition, stabilization, and
isolation measures such  as encapsulation or  embedding.
POLLUTION PREVENTION REGULATORY FRAMEWORK

    Companies are required to have pollution  prevention programs
for waste classified as hazardous.   See Appendix D for points of
contact at U.S. and state agencies levels who can provide you with
information about  regulations  and  with  technical assistance  for
pollution prevention.

Federal

    Under the  terms of the  1988  Resource  Conservation  and
Recovery  Act  (RCRA), "it shall  be a condition of any  permit
issued under this section for the treatment,  storage, or disposal of
hazardous  waste on the premises where such  waste was generated
that the  permittee  certify, no  less  often than  annually, that  the
generator of the hazardous waste has a program in place to  reduce
the volume or  quantity  and  toxicity of such  waste  to  the  degree
determined by the generator to be economically practicable."
    The   1990  Pollution  Prevention Act  (PPA)  specifies  that
facilities required to report releases to the U.S. EPA for the Toxic
Release  Inventory (TRI) provide documentation of their  proce-
dures for preventing the release of or for reusing these materials
(Box 4).
    These acts,  plus  the  Comprehensive Environmental  Re-
sponse,  Compensation, and Liability  Act  (CERCLA), require
generators of hazardous  wastes  to evaluate  and document their
procedures  for  controlling  the  environmental  impact  of their
operations.
    However, the PPA goes beyond wastes designated as hazard-
ous.  It encourages the maximum possible elimination of wastes of
all types.  It emphasizes that the preferred method of preventing
pollution  is to reduce at the source the volume of waste generated
and that reuse (closed-loop recycling) should  be performed when-
ever possible.  In this way, it is fundamentally different from off-
site recycling, treatment, and disposal and  is  meant to reduce the
need for these measures.  Treatment and disposal are ro  be viewed
as last-resort measures.
Hazardous  waste  reduction  pro-
grams are required under RCRA,
PPA, and CERCLA
The   Pollution   Prevention  Act
encourages source reduction of all
wasti' types.
 Deciding on Pollution Prevention

-------
        Pollution Prevention Act of 1990 data reporting requirements for TRI chemicals:

                  Amount entering any waste stream (or otherwise released into the environ-
                  ment) before recycling, treatment, or disposal, and the percent change from
                  the previous year.
                  Amount recycled on site or off site during each  calendar year, the
                  percent change for the previous year, and the recycling process used.
                  Source reduction practices used during each year.
                  Amount expected to be reported under the first two data items above
                  for the two calendar years right after the reporting year (reported as
                  percent change).
             •    Ratio of reporting year's production to previous year's production.
             •    Techniques used to identify source reduction opportunities.
             •    Amount released into the environment from a catastrophic event,
                  remedial  action, or other one-time event and not associated with the
                  production process.

                                                                                    Box 4
State

    A  number  of states  have enacted  legislation that requires    Some   states   require  pollution
pollution prevention or waste minimization.  As of March, 1992, a    prevention programs.
total of 26 states had passed such legislation (WRITAR Survey of
State Legislation, March  1992).  (See Box 5.)
    State legislation, if enacted, must address  at a  minimum those
substances  defined as hazardous  by RCRA,  CERCLA, and  the
Superfund Amendments and Reauthorization Act of 1986 (SARA).
Additional  substances may  be  classified  as  hazardous  by  the
individual state.  Most programs are aimed at large-quantity gener-
ators since they are the high-volume producers  of pollution.   Some
also apply  to small-quantity  generators or have special provisions
for these.   Fifteen  states require  waste  generators to  submit plans
and/or progress  reports on  waste minimization or pollution preven-
tion efforts, while others  make  such reporting optional.
    In many  states, the legislation establishes pollution prevention
program offices,  advisory- boards,  or  commissions  to  provide
technical assistance and to  promote education,  training,  and re-
search.
 JQ                                                                                     Chapter 1

-------
              State legislation promoting pollution prevention as of March. 1992:
                 Alaska
                 Arizona

                 California

                 Connecticut
                 Delaware
                 Florida
                 Georgia
                 Illinois
                 Indiana
                 low-a
                 Kentucky
                 Louisiana
                 Maine
                 Massachusetts
                 Minnesota
                 Mississippi

                 New Jersey
                 New. York
                 North Carolina
                 Oregon

                 Rhode Island
                 Tennessee
                 Texas
                 Vermoni
                 Washington
                 Wisconsin
Solid and Hazardous Waste Management Act
Amendments to Arizona Hazardous Waste Management
Statutes
Hazardous Waste Reduction and Man-
agement Review Act
Environmental Assistance to Business Act
Waste Minimization/Pollution Prevention Act
Pollution Prevention Act
Amendment to Hazardous Waste Management Act
Toxic Pollution Prevention  Act
.Amendment to Environmental Code
Toxics Pollution Prevention Act
(no title)
Waste Reduction Lav.
Reduction of Toxics Use, Waste and Release Act
Toxic Use Reduction  Ac;
Toxic Pollution Prevention  Act
Comprehensive Multimedia  Waste Minimization
Act
Pollution Prevention Act
Hazardous Waste Management Act
Hazardous Waste Management Act
Toxic Use Reduction  and Hazardous Waste
Reduction Act
Hazardous Waste Facility Planning Act
Hazardous Waste Reduction Act
Waste Reduction Poiic> Act
Hazardous Waste Management Act
Hazardous Waste and Substance Reduction Act
Hazardous Substances. Toxic Pollutants.
Hazardous Waste Use and Release  Reduction
                 Colorado,  Michigan, Missouri. Ohio, and South Carolina are  expected to
                 enact pollution prevention regulations in !9v2.
                                                                                  Box 5
Deciding on Pollution Prevention
                                                       11

-------
                                                                          CHAPTER  2
                                                                  DEVELOPING A
                               POLLUTION  PREVENTION PROGRAM
    Pollution prevention planning is a comprehensive and continu-
al  evaluation of how you do business, and the resulting program
will affect many functional areas within your company.  Therefore,
it has much in  common with the planning you already do for other
aspects of your business operations.
    Figure 3 illustrates  the major steps in  the pollution prevention
program.  These steps are described in this chapter and in Chapters
3 through 5.
    This chapter  considers  the  elements  of  pollution  prevention
program  design as they  might be addressed by a small- or medi-
um-sized company.  These  elements include  building support for
pollution  prevention throughout  the  company,  organizing  the
program, setting goals  and objectives,  performing  a preliminary
assessment of  pollution prevention opportunities, and  identifying
potential problems and their solutions.
Pollution  prevention  should be
integrated into your overall  busi-
ness plan.
ESTABLISH THE POLLUTION PREVENTION PROGRAM

Executive Level Decision

    In some companies, the initiative to  investigate setting up a
pollution prevention program will be  taken at the executive level.
In others, lower-level managers or employees will be the catalysts.
In either case, it may be necessary to gather information to demon-
strate that pollution prevention opportunities exist and should be
explored.  This  information will be used by company executives as
they weigh the  potential value of pollution prevention and  decide
whether to commit the resources necessary to develop and  imple-
ment the program.
    One way to gather this information is to perform a preliminary
assessment.  A pre-assessment is part of the formal program  design
effort and is, therefore, described later in this chapter.  However, a
high-level pre-assessment of only one or two areas  of the facility
can  be done to gather information  and, perhaps,  even identify
several low-cost, quick-payoff pollution prevention techniques that
can be implemented readily.
    Once  senior managers  have  decided  to  establish a  pollution
prevention  program,  they should convey  this commitment to all
employees through a formal policy statement.  This will establish a
framework for  communicating the formal  commitment  throughout
the organization.
               Pollution Prevention
              Program
          Executive Lsve< Decision
          Policy Statement
          Consensus Building
      I	   Organize Progrim      1


  • — —|   Do Pf»Hmlniry A«u«»mwilI
      I      Writ* Progrim Plan

                 1
          Do DeUlled AiMt

       Define Pollution Prevention Option*
      I	Do Feasibility Analyiaa
          Writ* Aisesiment Report
            Implement the Plan     |
            Measure Progreta
      [Maintain Pollution Prevention Program)
 12
                    Chapter 2

-------
                                              ist*btlsh the Pollution Prevention Program

                                                      • Executive Level Decision
                                                      • Policy Statement
                                                      • Consensus Building
                                                          Organize Program
                                                          « Name Task Fores
                                                          • State Goals
                                                      Do Preliminary Assessment
                                                          • Collect Data
                                                          *  Review Sites
                                                          •  Establish Priorities
                                                          Wrl!» Program Plan

                                                        Consider External Groups
                                                        Define Objectives
                                                        Identity Potential Obstacles
                                                        Develop Schedule
                                                        Do Detailed Assessment
                                                    Name Assessment Team^s)
                                                    Review Data and Site(s)
                                                    Organize and Document Information
                                                  Define Pollution Prevention Options

                                                         • Propose Options
                                                         • Screen Options
                                                        Do Fusibility Analyse*

                                                           « Technical
                                                           • Environmental
                                                           • Economic
                                                      Writs Assessment Report
                                                         implement the Plan
                                                          * Select ProjecB
                                                          •  Obtain Funding
                                                          •  Install
                                                          Measure ProgreM

                                                         « Acquire Data
                                                         • Analyze Results
                                           [    Maintain Pollution Prevention Program     |

                             Figure 3.  Pollution Prevention Program Overview
Developing a Pollution Prevention Program
13

-------
Policv Statement
    As with other policy statements your company develops, your
pollution prevention policy statement should state why a program
is  being  established,  what is to be accomplished  in qualitative
terms,  and who will  do  it   Two example  policy statements  are
given in  Box  6.  They differ in level  of detail, but both answer
these key questions:
    Why are we implementing pollution prevention?
        We want to protect the environment.
    What will be done to implement pollution prevention?
        We will reduce  or eliminate the  amounts of all types of
        waste, and we will improve energy efficiency.
    Who will  implement pollution prevention?
        Everyone will be involved.

Consensus Building

    After you  have  developed  your pollution prevention  policy
statement, consider how it should be presented to your employees
so that they will see it as an ongoing, company-wide commitment.
The policy statement is the foun-
dation of
program,
         '.he pollution. pr
/.'  15   essential   ihat  employees
understand and suppor: :he pollu-
tion prevention program.
                         Everyone in your facility will be involved in some way.
 14
                    Chapter 2

-------
        POLICY STATEMENT EXAMPLE 1 - "(Your Company Name) is committed to
        excellence  and leadership  in  protecting  the  environment.   In keeping  with this
        policy, our objective  is to reduce waste  and emissions.  We  strive  to  minimize
        adverse impact on the air, water, and land through pollution  prevention and energy
        conservation.   By successfully preventing pollution at its source,  we can achieve
        cost  savings,  increase operational efficiencies, improve the quality  of  our products
        and services, maintain a safe and healthy workplace for our employees, and improve
        the environment.   (Your Company Name)'s  environmental  guidelines include  the
        following:

        —    Environmental protection  is  everyone's  responsibility.    It is valued  and
             displays  commitment to (Your Company  Name).

        —    We will commit to including pollution prevention and  energy conservation
             in the design of all new products and  services.

        —    Preventing pollution  by reducing  and eliminating the  generation of waste
             and emissions at  the  source  is  a prime  consideration  in research,  process
             design, and  plant  operations.  (Your Company Name)  is  committed to
             identifying  and  implementing pollution prevention  opportunities  through
             encouraging  and involving all employees.

        —    Technologies and  methods  which substitute nonhazardous   materials  and
             utilize other  source  reduction  approaches will  be given  top priority in
             addressing all environmental issues.

        —    (Your Company  Name)  seeks  to  demonstrate  its  responsible  corporate
             citizenship  by adhering  to  all environmental  regulations.   We  promote
             cooperation and coordination between industry, government, and  the public
             toward the shared goal of preventing pollution at its source."

        POLICY STATEMENT EXAMPLE  2 - "At (Your Company Name),  protecting
        the environment is a high priority.  We are pledged to eliminate or reduce our  use
        of toxic substances and  to minimize our use of energy and generation  of all wastes,
        whenever possible.  Prevention of pollution at the  source is the preferred alternative.
        When waste  cannot be avoided,  we  are  committed  to  recycling, treatment,  and
        disposal in ways that minimize undesirable effects on air, water, and land."

    (Adapted  from:  Waste  Reduction  Institute for Training  and  Applications  Research,  Inc.
    [WRITAR], Survey and Summaries, 1991, and  Minnesota Office of Waste  Management, Feb.
    1991, Minnesota Guide to Pollution Prevention Planning)
                                                                                     Box 6
While executives and managers will assign priorities and set the
tone for the pollution prevention  program,  the attitude of produc-
tion-level employees will have  a  significant effect on its  success.
Since it is their daily activities that generate waste, their support of
the program is essential.
Developing a Pollution Prevention Program                                                       15

-------
    How  you publicize the policy depends  on the size and  the
culture  of your  company.   You  may decide to  call  a  general
meeting or to hold several meetings with smaller groups.  There
may be other types of publicity that you have found effective.
    You might offer bonuses or other  awards to  employees who
suggest ways to prevent pollution.  Announcing awards in newslet-
ters or on bulletin boards provides additional incentive to employ-
ees and further publicizes the program.   Pollution prevention might
be  included  in  job  objectives  and  performance  evaluations  for
managers  and other appropriate employees.
    In any  case, it  is important  to  emphasize  your company's
commitment  to  pollution  prevention   and   encourage  employee
participation.  This will help to establish a positive atmosphere  and
reassure employees who might be concerned  about  the changes that
will result.   This approach will  also  elicit  worthwhile pollution
prevention suggestions.
Encourage employee participation.
A  positive  atmosphere produces
best results.
     Employees fee! committed to pollution prevention when they are encouraged to:

         •     Help define company goals and objectives.
         •     Review processes and operations to determine where and how toxic substances
              are used and hazardous wastes are generated.
         «     Recommend ways to eliminate or reduce waste production at the source.
         »     Design or modify forms and records to monitor materials used and waste.
              Find ways to involve suppliers and customers.
         •     Think of ways to acknowledge and reward employee contributions to the
              pollution prevention effort.
                                                                                       Box 7
ORGANIZE THE POLLUTION PREVENTION PROGRAM

    The program will be directed by the Pollution Prevention Task
Force.  Their first task will be to delineate program goals.

Name the Pollution Prevention Task Force

    The people who  will direct the pollution prevention program
should be  selected carefully.  They will have overall  responsibility
for developing  the plan  and directing  its  implementation.   Their
capabilities and their attitudes  toward the effort will  be major
determinants of how  successful it  is.  As  with other  areas of your
operation,  successful  program  execution  will require  integration
and continuity of the planning, implementation,  modification,  and
maintenance stages.  Therefore, all individuals named to this task
force should have substantial technical, business,  and communica-
tion skills as well as thorough knowledge  of the  company.  The
responsibility and  authority  of  each individual  should  be estab-
lished during this organizational stage.
       . _J  Eaubluti Ilia Pollution Pi»v«nUon
           	Program
               Organist Program

               • Nam0 Tftik Force
               * State Goait
             Do D«Utl*dAt*«Mm*ni
              Do F«»tlbllily An»ir
                  I
                   * Program*
                  I
       " i   ^° ^r*^m'IMiry A*i*»mi*nlI

                   1         .
         I	Wfll« Program Pton     |
          D«nn« Pollution Pravamlon {

                   1
                     nt Report   I
                                                                            [Maintain Pollution Prronllon Program [
 16
                      Chapter 2

-------
    The program leader should be named from the highest level
practical.   The leader must have the  authority and the influence
necessary  to keep the program on track and to ensure that pollution
prevention becomes  an integral  part of the overall  corporate plan.
The  role  of the  leader is  to  facilitate the flow  of information
among all levels in the company.  Therefore, the leader  should
possess the  personal qualities  necessary  to elicit  broad-based
support from the company's employees.
                          The task force works together during planning and preassessment.
    One or  more  pollution prevention  champions  should  be
designated.   The task of  a  "champion" is to overcome possible
resistance to proposed changes in operations.  In a medium-sized
company, several champions may be  assigned, perhaps according
to production area.   In a very  small company, the champion may
also be the program leader.  Champions will be the team  members
who are the most visible within the production areas and should be
respected  and trusted at all levels in order to perform  this  liaison
role well.
    Other team members  might be  selected tor their specific
technical or  business expertise.  Environmental and plant process
engineers, production supervisors, and experienced line-workers are
good candidates.  Other potential sources  include purchasing  and
quality-assurance staff.  In some  cases, outside consultants may be
retained to work with the in-house team.
    Once the task force has  been established, they will be a valu-
able resource within the company.  When  plans are being made to
The  task  force  will  direct  the
development  and  implementation
of the pollution  prevention pro-
gram and help integrate its princi-
ples into all phases of corporate
planning.
 Developing a Pollution Prevention Program
                            17

-------
expand  the  facility or  to  design  or redesign  products, they  can
review the plans to determine whether waste generation has been
evaluated thoroughly.

State Goals
    The program leaders will need to establish goals that state the
long-term direction for the pollution prevention program.   Well-
defined goals will help to focus effort and build consensus.  Goals
should be consistent with your  company's  pollution prevention
policy and,  in fact, may have  been stated in general  terms  in the
policy statement. Now, they need to be stated more  specifically,
    The  goal-setting  process will  involve the program team  and
company  management.  The size of the group needed to develop
the goals  depends on the size and complexity of your facility.  For
a small company, the group might be only two or three people.
    Since success in pollution prevention may require  basic chang-
es in  the  corporate culture, goals should be useful and meaningful
for every employee.  Goals need to  be challenging enough to
motivate but not unreasonable or impractical,
    When beginning the  goal-setting  process,  consider starting
from  the  zero-discharge perspective.  This  ideal situation  would
involve 100%  utilization of resources,  eliminating  disposal costs
and  regulatory  compliance needs.  This is  probably not a com-
pletely achievable goal in  any industry, given current technology.
However, like  zero-defect production goals, zero-discharge goals
encourage an attitude of continually striving for improvement.
    Pollution prevention goals can be qualitative, such as,  "achieve
a significant reduction of toxic substance emissions  to the environ-
ment."  Quantitative goals are more difficult to develop but are
worth the extra effort   They spell out your pollution prevention
commitment and give all participants and observers  a  yardstick for
measuring progress.
    Finally, goals  should  be flexible and adaptable.  Conditions
change in actual practice.   As  your pollution prevention  program
becomes  more  focused  and the  pollution-specific  aspects  of the
operation become better known, the goals can be  refined.  They
can be adjusted up or down as the program matures and lessons
are learned.  Periodic goal-achievement review and adjustment will
keep  your program active and visible within the company.
    Your corporate pollution prevention policy  and  goals  should
be integrated in a formal planning document.
Goals should be:
 * well-defined
 * meaningful to all employees
 * challenging yet achievable
 * flexible
 * part  of a program planning
   document.
Polaroid's Toxic Use and Waste
Reduction   Program...aims   to
reduce toxic  use at source  and
waste per unit  of production by
10% per year....
   — From  an  interview  with
   Bill Schwalm, a senior manag-
   er at  Polaroid,  Environmental
   Business  Journal,  December,
   1991,
 DO THE PRELIMINARY ASSESSMENT

     Even though you  may have completed  some  aspects of  the
 preliminary assessment as input to the executive decision to devel-
 op a pollution prevention program, a deeper examination  will be
 needed at this point.  The data collection that is a part of this pre-
 assessment  will  help  the team  review  the data that  are  already
 18
                     Chapter 2

-------
available and begin defining ways to process that daia.  These data
and the site visits will enable ihe Task Force to establish  priorities
and procedures for detailed  assessments.  Chapter 3  describes the
detailed  assessment  phase  and the  more  in-depth  data collection
and analyses that will be done  at that stage.

Collect Data

    The extent and complexity of the  system  for collecting pollu-
tion  prevention data  should be consistent with  the needs of  your
company.  Keep  in mind that the goal of the program is to prevent
pollution, not to  collect data — the simplest  system  that fits  your
needs is the best. Depending  on the nature and size  of your  firm.
much of the data needed for a pollution prevention  program may
be collected as a normal pan of plant operations or in  response to
existing regulatory requirements.  iSee Box 8.j  The worksheets in
Appendix A can  be used for the pre-assessment: you may  decide to
modify them to fit your particular industry.
    An all-media approach, which  deals  with  ail  air,  water, and
solid  waste emissions  and  releases,  will  be  the most  effective.
This  involves considering  all  waste  streams,  identifying  their
sources and quantifying the true costs  of  pollution control,  treat-
ment,  and waste disposal.    There  are a  number  of  information
sources to consider.
    Regulatory  reports —   National  Pollutant Discharge Elimina-
tion System (NPDES)  and  SARA  Tide III reports document the
volume, composition,  and  degree   of  toxicity of wastewater dis-
charged.   The   toxic  substance  release  inventories  required  by
SARA Title III. Section 313 may provide information on emissions
into all environmental media.
    Engineering and  operating data  — Shipping manifests will
provide quantities of  hazardous waste shipped during  a   given
period, but may lack  chemical  analysis,  specific source, and the
time  period dunng which   the waste  was generated.   The  plant
design  documents and equipment  operating  manuals  and proce-
dures may yield  specific data for streams inside  of the plant.
    Plant business records —  Records available  from  inventory
control, purchasing,  records management, accounting, marketing.
and  training can provide data needed  for the pre-assessment and
may themselves  present opportunities for pollution prevention. For
example, improved inventory control and judicious purchasing can
significantly  reduce  the volume of  raw  materials  that must be
disposed of because  they become outdated.  In reviewing existing
data, you may find that current accounting practices are not appro-
priate for placing the burden  of pollution  and pollution  control at
the  point of generation.    These  findings should  be taken into
account when costs of pollution  control  measures  are  analyzed.
(See  Chapter  6.)
      Establish Ins Pollution Prevention
              Program
           Organize Program
,

Do Preliminary Assessment
• Collect Data
• Remew Sites
• Estabtaft Pnontei


           Wrile Program Plan
         Do Detailed Assessment
      Define PoOutton Prevention Option*
          Do Feasibility Analyses
         Write Assessment Report
           Implement the Plan
           Measure Progress
                I
     j Maintain Pollution Prevention Program [
Review  existing  information  re-
sources
 Developing a Pollution Prevention Program
                             19

-------
    Data sources for facility
    information include:

       Regulatory Information:
             Waste shipment manifests
             Emission inventories
             Biennial hazardous waste reports
             Waste, wastewater, and air emis-
             sions analyses, including intermedi-
             ate streams
             Environmental audit reports
        •    Permits and/or permit applications
             Form R for SARA Title III Section
             313

       Process Information:
             Process flow diagrams
        •    Design and actual material and heat
             balances for:
             — production processes
             — pollution control processes
             Operating manuals and process
             descriptions
             Equipment lists
             Equipment specifications and data
             sheets
             Piping and instrument diagrams
             Plot and elevation plans
             Equipment layouts and logistics
Raw Material/Production Information:
      Product composition and batch sheets
      Material application diagrams
      Material safety data sheets
  •    Product and raw material inventory re-
      cords
      Operator data logs
      Operating procedures
  •    Production schedules

Accounting Information:
      Waste handling, treatment, and disposal
      costs
      Water and sewer costs, including sur-
      charges
      Costs for  nonhazardous  waste disposal,
      such as
      trash and  scrap metal
      Product, energy, and raw material costs
      Operating and maintenance costs
      Department cost accounting  reports

  Other Information:
      Environmental policy statements
      Standard procedures
      Organization charts

                                    Box 8
Visit Sites

    In order to utilize  resources of time, staff, and  money  wisely,
the task force  will need to prioritize the processes, operations, and
wastes that will be addressed during the subsequent detailed assess-
ment phase. During that phase, they will target the most important
waste problems,  moving on to  lower-priority problems as resources
permit.  The pre-assessment site visits will provide the information
needed  to  accomplish this  prioritization  and  to  designate the
detailed assessment teams, who will be selected  for their expertise
in particular areas.
                 Site visits make it possible to:
                         prioritize areas
                         select detailed assessment
                         teams
20
                                      Chapter 2

-------
    Typical considerations for prioritizing waste streams for further study include:

              compliance with current and anticipated regulations
              costs of waste management (pollution control, treatment, and disposal)
         *     potential environmental and safety liability
         *     quantity of waste
         •     hazardous properties of the waste (including toxicity, flammability, corrosivity,
              and reactivity)
         »     other safety hazards to employees
         •     potential for pollution prevention
         •     potential for removing bottlenecks in production or waste treatment
              potential recovery of valuable  by-products
              available budget for the pollution prevention  assessment program and projects
         •     minimizing waste water discharges
         •     reducing energy use
                                                                                        Box 9
Establish Priorities

    Assigning  priorities  (Box 9)  to  processes,  operations,  and
materials will focus the remainder of the pollution prevention plan
development effort.   The priorities  set in this stage  will guide the
selection of areas  for the  detailed assessments.  Areas may also be
targeted based on the volume of waste produced or the  cost of
waste  disposal.   Regulatory  concerns such  as  the  RCRA land
disposal restrictions or SARA Title 313 chemicals may also guide
prioritization. The Option Rating Weighted Sum  Method,  which is
illustrated in Appendix E,  can be used during the pre-assessment
phase as well as during detailed assessment.
PREPARE THE PROGRAM PLAN

    With the information collected during the pre-assessment,  the
Task  Force can develop  a detailed program plan.   This plan will
address the extent to which external organizations will be involved,
define pollution  prevention program  objectives, identify potential
obstacles and solutions, and define the data collection and analysis
procedures that will be used. A summary of the points that should
be addressed in a program plan appears in Box 10.

Contacting External Groups

    At this point, the Task Force should consider soliciting  input
from  outside  the company.  Including the surrounding community
in the  pollution  prevention planning process  can create  a  new
The priorities  established  at  this
point will guide subsequent effort.
Establish the Pollution Prevention
Program
i

                  progfam
                  I
 _ _ _J   Q0 ptalimlrtary Assessment    1
1

Write Progrim Plan
• Consider External Groups
* Define Objectives
• Identify Potential Obstacles
• Dsvelop Schedule
,

          Do Dattllad As
      i Define Pollution Prevention Options [
           Do Fusibility Analyse*     I
      I    Write AiMtsment Report


                  1
            Implement the Plan
>

             Measure Progress
                                                                          | Maintain Pollution Proven lion Program!
Developing a Pollution Prevention Program

-------
forum for communication.  Valuable technical information car. also
be exchanged with some organizations.
    The formal written  pollution prevention plan will include the following elements:

             Corporate policy statement of support for pollution prevention
        •    Description of your pollution prevention planning team(sj makeup, authority, and
             responsibility
        «    Descnption of how ail of :he groups i production, laboratory-, maintenance.
             shipping, marketing, engineering, and others) will work together to reduce waste
             production and energy consumption
        •    Plan for publicizing and  gaining company-wide support for ihe  pollution preven-
             tion program
             Plan for communicating  ihe successes and failures of pollution prevention
             programs within your company
        •    Description of the processes that produce, use. or release hazardous or toxic ma-
             terials, including clear definition of the amounts and types of substances, materi-
             als, and products under consideration
             List of treatment disposal, and recycling facilities and transporters currently used
        •    Preliminary review of the cost of pollution control and waste disposal
             Description of current and past pollution prevention activities at your facility
        •    Evaluation of the effectiveness  of past and ongoing pollution prevention activities
        *    Criteria for prioritizing candidate facilities, processes,  and  streams  for pollution
             prevention projects.
                                                                                     Box  10
    Legislative  and executive officials can provide iheir perspec-
tives  on environmental protection issues and  information on  their
planning processes.  In return, they  can  gain  information that will
help  them make decisions  on future public  issues  related to the
environment.
    Community involvement is a  good way 10  build  credibility
and focus pollution  prevention efforts on the discharge  paths that
most  concern your neighbors.  However, it may  be wise to  wait
until  Ihe program  is  established before seeking  to  involve the
community.  Having a few  pollution prevention projects underway
will demonstrate your  good  faith.   Positive  community involve-
ment  can be encouraged  through holding open meetings, granting
interviews to  the   media,  advertising,  direct-mail  surveys  and
opinion polls.
    Other businesses can be a source of information on technical
issues and suppliers, either because they  are in the same geograph-
ical area or  because they have similar technical areas of interest.
Local business groups are a good way of locating resources in the
immediate area, while  trade and  professional associations can
provide  contacts in  other parts of the country- or  :he  world.  Of
course,  the  companies  with  the  most  similar interests may  be
and  community
mutual benefits
,ith government
 leaders  vie Ids
Gir,ir businesses wiil have useful
information.
                                                                                       Chapter 2

-------
competitors, but  it should be possible to interact without risking
disclosure of business-sensitive information.

Define Objectives

    During  the  preliminary  assessment phase, the program  team
will have identified opportunities for pollution prevention and will
have  worked  with  the executive  group  to  establish  priorities.
These will be  the starting point for defining short- and long-range
objectives.
    Objectives are the  specific tasks that will  be necessary  to
achieve goals.  For example, in order to reach a goal of reducing
waste, the objectives  might be defined as reducing solvent, paper,
and packaging wastes by specific amounts over a stated  period  of
time.
    Objectives can be  defined  at the facility-  or the department-
level, depending on  the size and diversity of  your  company.   A
small company could decide to develop  a single set of objectives
to cover all of its operations. A larger company  with many facili-
ties or products might develop an overall corporate plan describing
goals and objectives,  supplemented  by facility- or product-specific
goals.  In any case, the management at each location must under-
stand and support its  objectives  if the pollution  prevention program
is to be successful.
    Objectives should  be stated in quantitative terms  and should
have target  dates.  These two attributes  make  objectives effective
tools for directing effort and  measuring progress.

Identify Potential Obstacles

    As  the  pollution prevention program team begins to develop
and implement a pollution prevention program, they are likely  to
encounter a number  of factors that will complicate the process.
These need to be recognized, and the means for  overcoming them
need  to  be defined.    Apparent obstacles will be  less  likely  to
impede the process if everyone understands that there is a mecha-
nism for addressing them in a later stage.
    The mix  of  factors and  the relative degree of difficulty each
presents  will  vary from company  to  company.   Those that  are
likely to be encountered by  most businesses are discussed below.
They fall into four broad categories:  economic, technical, regula-
tory, and institutional.

Economic Obstacles.  The  task force should recognize  that some
complex economic factors may  need to be addressed later. Broad-
ly defining procedures now for dealing with them will help prevent
economic concerns from stilling  the creative process  of defining
options.
    Cost-benefit analysis procedures  should be defined.  Many
proposed pollution prevention options will have start-up costs. For
example, additional  or replacement equipment  may need to  be
Clorox's   environmental  execu-
tives...  want  to  integrate goals
already established by plants  into
corporate-wide objectives that can
be  quantified  and  measured to
assess progress.
   — From  an   interview   with
   Michael  Riley,  Director  of
   Environmental   Marketing  at
   Clorox.   Environmental Busi-
   ness Journal, December, 1991.
Anticipate obstacles and plan  to
overcome them.
Potential   economic   obstacles
include  relatively  complex  cost
analysis  requirements  and  the
need  for  capital   improvements
funding.
 Developing a Pollution Prevention Program
                            23

-------
purchased, staff training may be required, or alternative raw mate-
rials may cost more.  Some of these additional costs can be justi-
fied readily because  they  clearly will be cost-effective  and will
Slave short pay-back times.  However, many will not be  so clear-
cut and will need more sophisticated analysis.  Chapter 6  describes
the "Total Cost Assessment"  (TCA) approach as  it applies  to
pollution  prevention projects and discusses why it may be neces-
sary to  look  at longer payback times  for pollution prevention
projects.
    Limited  financial  resources for capital  improvements may
also be a problem, even for options that  will ultimately be profit-
able.   The team should  investigate  the availability of and condi-
tions for funding assistance or low-interest loans from state or local
agencies.  Appendix D provides information on whom to contact.

Technical Obstacles.  Information  will  be  needed on alternative
procedures that should be considered, how to integrate them in the
production process, and what side effects are possible.
    Information resources could be a problem.  As a small or
medium-sized business, you may not have ready access to a central
source of information on pollution  prevention techniques.   There
are several ways to deal with this  problem.   Contact appropriate
agencies listed in Appendix D for assistance.  Encourage employ-
ees to watch  for information in  the technical  journals and news-
letters  they read and to  pass  it on to the task  force. Those who
belong to professional societies may get ideas from other members.
Metropolitan   or  university  library  reference  departments  can
provide assistance in locating sources of published information as
well as names of people who might be able to  provide information
in specific areas.   If the scope of  the technical problem  and  re-
sources permits, it may be appropriate to retain a consultant.
    Limited  flexibility  in  the manufacturing  process  may pose
another technical barrier.   A proposed pollution prevention option
may involve  modifying die work flow or the product or installing
new equipment;  implementation  could require  a production shut-
down, with loss of production  time.  You might be concerned that
the new  operation will  not work  as expected or might create a
bottleneck that slows  production.   In  addition,  the production
facility might not have space  for pollution  prevention equipment.
These  technical barriers can  be  overcome by  having design and
production personnel take  part  in  the  planning  process  and  by
using tested technology or setting up pilot operations.
    Product  quality or customer acceptance concerns might
cause  resistance to  change.  For example,  in  some printing and
publishing operations it is  possible to minimize waste by  substi-
tuting  a water-based ink for a solvent-based  ink.   But  for some
products, quality suffers  when  water-based  ink  is  used.  You
should  plan  to  avoid  potential product quality  degradation  by
verifying customer needs,  testing the new process or product, and
increasing quality control during manufacture.
Possible technical obstacles:
 * availability of information
 • disruption of production
 * product quality changes
                                                                                        Chapter 2

-------
    There are a number of sources of technical assistance:

         «    Trade associations generally provide assistance and information about
             environmental regulations and various available techniques for complying
             with these regulations. Their information is especially valuable  because it is
             tailored to the specific industry.
         •    Published literature can be a valuable  resource.  Articles in technical
             magazines, trade journals, government reports, and research briefs  describe
             pollution prevention technologies and applications.
         •    Federal, state, and local environmental agencies are expanding their pollution
             prevention technical assistance  programs. These programs make available
             information on industry-specific pollution prevention techniques. (See Appendix
             D for addresses and phone numbers of such resources.)
         •    Equipment vendors and sales  literature are helpful in identifying  and analyzing
             potential equipment-oriented options.
         *    Consultants — Consultants with experience in pollution prevention in the specific
             industry can usually be located.
         *    Other Companies.
                                                                                     Bo% 11
Regulatory Obstacles.   Regulations  may be  a  barrier to some
pollution prevention options.   For example,  changing to another
feed material may  require  changing  the existing  permits.   In
addition, it may  be necessary to learn what regulations might apply
to proposed alternative input materials.
    Working with the  appropriate regulatory  bodies  early in the
planning process will help overcome this  barrier.  The U.S.  EPA
and the state environmental agencies have developed  a number of
documents to facilitate  pollution prevention efforts  by industry;
some are listed  in Appendix  G.  Points of contact  at the appro-
priate agencies will be helpful; many are listed in Appendix D.
    Your local  health department and  city and county waste dis-
posal and treatment offices can also provide assistance.   Industry
task forces and consultants might also be contacted,

Institutional Obstacles.  As with any other new program, general
resistance to change and  friction among elements within the  orga-
nization  may arise.  These can result from many factors, such as
lack of awareness of corporate goals and  objectives, individual or
organizational resistance to change,  lack of  commitment,  poor
internal  communication,  requirements of  existing labor  contracts,
or an inflexible  organizational structure.
    Analyze these barriers  from different  perspectives in order to
understand the concerns.  Management is  concerned with produc-
tion costs,  efficiency,  productivity,  return  on  investment,  and
present and  future  liability.   Workers are concerned about job
security, pay, and workplace  health  and  safety.  The  extent to
Working  with  regulatory  bodies
will help resolve questions as to
requirements that pertain  to pro-
posed changes.
Resistance to change and friction
among  organizational   elements
can he reduced by effective com-
munication.
Developing a Pollution Prevention Program
                            25

-------
which  these issues are addressed in the pollution prevention  pro-
gram will affect the success of the program.
    Institutional  barriers can  be  overcome  with  education  and
outreach programs.  As  was pointed out earlier, it is vital to  gain
the support of staff at all levels very early in the  pollution preven-
tion effort.

Develop Schedule

    The final aspect of planning your pollution prevention program
is  to list the milestones within each of the stages  from  detailed
assessment  through  implementation  and  assign realistic target
dates.   The  execution  of these stages (described in Chapter  3)
should  follow  this schedule closely.   Significant deviations  may
cause  the program  to falter  because certain steps  are  not com-
pleted.   Adherence  to  the  schedule will also  help control the
startup or implementation costs of the program.
 26                                                                                      Chapter 2

-------
                                                                          CHAPTER 3
                                  DEVELOPING  AND IMPLEMENTING
                               POLLUTION  PREVENTION PROJECTS
    This chapter outlines how to execute the pollution prevention
program plan that resulted  from the activities outlined in Chapter
2.   The figure  to the right illustrates the steps that will be dis-
cussed in this chapter and places them in the context of the overall
effort.
    As with the other stages, the degree  of formality  should  be
tailored to the size of the company and the diversity of its product
lines.   Thus, a  small company may need to do only one detailed
assessment and  prepare one implementation plan, while a larger,
more diverse company might require several in order to address  all
production processes.  If multiple plans are developed, it will  be
necessary to examine how they fit together, resolving any conflicts
and prioritizing  them to fit available resources.
DETAILED ASSESSMENT PHASE

    As part of your program design, you  probably did a prelimi-
nary assessment of your facility to identify areas of opportunity for
pollution prevention.  Now, detailed assessments will  focus on
specific areas targeted by the preliminary assessment.
    Assessment teams will be assigned to  each operational area of
the facility to gather  data  for later analysis.   As  was the case
during the preliminary assessment,  they will use existing written
materials and site  evaluations.   However, they  will delve much
more deeply  into each production  process, interviewing workers
and  compiling necessary  data that  may  not have been collected
before.
    During this process, the team may identify some options that
can  be implemented quickly  and with  little cost or  risk.   It is
likely, however, that many options will be more complex and will
require in-depth analysis later.

Designate the Detailed Assessment Team(s)

    The detailed assessment phase should  be started by a member
of the pollution prevention task force, which was  identified during
program design.   Unless  your company is small  enough that the
task force  and the detailed assessment team are the same, you will
need  to name additional  staff to comprise  one  or  more detailed
assessment teams.   The focus of each assessment team will  be
relatively specific.  It is likely that three to six people will prove to
      Establish the Pollution Prevention
     	   Program
    1.—  	—•———»	—
          Organize Program
• — —4    Do Preliminary Assessment
          Write Program Plan
         Do Detailed Assessment

      Name Assessment Tearn(s)
      Review Oala and Srts(s)
      Organize and Document information
     Defins Pollution Prevention Options

          * Propose Options
          • Screen Options
          Do Feasibility Analyses

           « Technical
           * Environmental
           * EcOfEOFTtfC
        Wrile Assessment Report
          Implement Ihe Plan
           • Select Projects
           • Obtain FurxJifig
           • Iristsril
          Measure Progress
    Maintain Pollution Prevention Program]
                                                                                         27

-------
be a workable number for an assessment team.  Specialists can be    Areas of expertise  to consider for
consulted as needed.  Ideally, one member of the task force will be    detailed assessment teams:
included on each  team;  this will facilitate communication.   The     * Management
additional team members should be people  with direct responsibili-     * Engineering
ty for and knowledge of the  waste  streams and/or areas of the     " &uallty contr°<
facility  under consideration.  A multidisciplinary team is  likely to     ' Produclion and maintenance
,                .c.  i •     t_-   •             i-                    j     * Accounting ana purchasing
be more successful in achieving a comprehensive assessment and           .
providing the best input possible  to  the data analysis and option     g ^eailh at ^  afetv
definition stages.   To the  extent practical,  you should  consider     . Research and aeveiopment
engineers, supervisors, and  production workers as well as finance
and accounting,  purchasing,  and administrative staff when  selecting
the team members.
    Aside from  field  of expertise, consider a candidate's ability to
work on  a team,  apparent interest  in and  commitment to the
program, and capacity for looking at  situations from new perspec-
tives and for thinking creatively.
         Examples of Detailed Assessment Teams:

                  Metal finishing department in a large defense contractor:
                       — Metal finishing department manager
                       — Process engineer responsible for metal finishing processes
                       * Facilities engineer responsible for metal finishing department
                       — Wastewater treatment department supervisor
                       — Staff environmental engineer

                  Small pesticide formula tor:
                       * Production supervisor
                       — Environmental engineer
                       — Maintenance engineer

                  Cyanide plating operation:
                       * Environmental engineer
                       — Electroplating facility engineering supervisor
                       — Plant chemist

                  Large offset printing facility:
                       Internal assessment team
                            * Environmental engineer
                            — Film processing supervisor
                            — Pressroom supervisor
                       Outside assessment team  (possible alternative team)
                            * Engineer from within establishment
                            — Environmental scientist
                            — Printing industry technical consultant
           * = Recommended team leader
                                                                                   Box 12
 28                                                                                    Chapter 3

-------
    The  box on  the preceding page (Box  12)  gives examples of
assessment teams that  might be designated for facilities  of various
sizes and in different industries. Note that for each team, the team
leader is  someone who has day-to-day operations responsibility and
experience.

Review Data and Sites

    Numerous data sources probably exist for a given site.  Many    Site reviews  supplement  and ex-
of these  may  have been  identified  during the preliminary  assess-    plain existing data.
ment.  The detailed assessment team for that site will  search for
additional  sources  of  data  that  will be  useful  in  studying the
targeted processes, operations, or waste streams.
    However,  most of their effort will be directed toward perform-
ing a thorough site review  and interviewing workers.  This  will
help them understand the data already collected and identify factors
that  are not well documented and for which  data will need to be
collected. Site review  guidelines are outlined  in Box  13.
    Site reviews should be well planned.

              Prepare an agenda in advance that covers all points that still require clarifica-
              tion.  Provide staff contacts in the area being  assessed with the agenda several
              days  before the inspection.
              Schedule the inspection to coincide with the  particular operation that is of
              interest (e.g., makeup chemical addition, bath  sampling, bath dumping, startup,
              shutdown, etc.).
              Monitor the operation at different times during all shifts, and if needed, during
              all three shifts, especially when waste  generation is highly dependent on human
              involvement (e.g., in painting or parts  cleaning operations).
              Interview the operators, shift supervisors,  and work leaders in the assessed area.
              Discuss the waste generation aspects of the operation. Note their familiarity with
              the impacts their operation may have on other operations.
              Photograph or videotape the  area of  interest, if warranted.  Pictures are valuable
              in the absence of plant layout drawings.  Many details can be captured in pictures
              that otherwise could be forgotten or inaccurately  recalled  at a later date.
              Observe the "housekeeping"  aspects of the  operation.  Check  for signs of spills
              or leaks.  Visit the maintenance shop and ask about problems in  keeping the
              equipment leak-free.  Assess the overall  cleanliness of the site.  Pay attention to
              odors and fumes.
              Assess the organizational structure and level of coordination of environmental
              activities  between various departments.
         •    Assess administrative controls, such  as cost  accounting procedures, material
              purchasing procedures, and waste collection procedures.
                                                                                     Box 13
Developing and Implementing Pollution Prevention Projects                                         29

-------
question and of how it fits  into the overall facility operation.  This
perspective is a prerequisite for thorough assessment of options in
later phases of the pollution prevention plan development cycle. If
consultants are on  the  assessment  team,  the  site review enables
them  to become  familiar enough with the facility to utilize their
expertise effectively.
    The site  review should not be performed  perfunctorily, even
though the assessment  team members who are  employed  at the
facility will all be familiar  to some extent with  the work-site being
reviewed.   Those who are not involved in the day-to-day operation
in that area will  see factors that otherwise  would be overlooked.
Furthermore,  personnel assigned to that specific site  will often see
it  in a new light when performing a pollution prevention assess-
ment.  Some of the information that can  be gathered through site
reviews is summarized in Box 14.
    Typical questions to ask during site reviews include:

             What is the composition of the waste streams and emissions generated in the
             company?  What is their quantity?
             From which production processes or treatments do these waste streams and
             emissions originate?
             Which waste materials and emissions fall under environmental regulations?
             What raw materials and input materials in the company or production
             process generate these waste  streams and emissions?
             How much of a specific raw  or input material is found in each waste
             stream?
             What quantity of materials are lost in the form of volatile emissions?
             How efficient is the production process and the various steps of that pro-
             cess?
             Are any unnecessary waste materials or emissions produced  by  mixing
             materials — which could otherwise be reused with other waste materials?
             Which good housekeeping practices are already in force in the company to
             limit the generation of waste  materials?
             What process controls are already in use to improve process efficiency?
                                                                                    Box 14
    Site visits should be  well-planned  to  ensure  that maximum    Good planning is essential  for
benefit is obtained  without excessive expenditures of time.  While    efficient site reviews.
multiple visits to check or  supplement data will  usually  be re-
quired, good planning can  minimize such repetitions.   Several

-------
it  is  worthwhile to predetermine the  boundaries  and bases  for
calculating the  energy and material  balances that will be worked
out during that  stage. Doing a preliminary balance during the data
collection phase can help identify data gaps and determine  sam-
pling  requirements.  The  worksheets in Appendix A can be used
for data collection, or you may decide to customize them or create
entirely new ones to conform to the nature of  the specific site.
Appendices  B  and C  may  be helpful  in  developing  new  work-
sheets.  Photographs are an  excellent  means of capturing exten-
sive detail quickly and accurately.
    Prepare an agenda and make sure  that all team members and
supervisors at the site receive it in advance.
    Schedule site visits  by contacting  the staff in the area to be
visited.  Ask when they will be  performing the operations you  are
particularly interested in assessing.
    Observe operations as  they are actually performed by differ-
ent shifts  and under various circumstances. Process units may be
operated differently from  the methods described in their  operating
manuals, or the equipment may  have been modified without being
so documented  in the flow diagrams or equipment lists.
    Interview workers and  supervisors  to determine how aware
they are of what wastes  are generated  by their  operation.  They
may have suggestions on reducing these wastes.
    Follow  the process  from beginning  to end,  from  the point
where input materials enter the work-site to the point where prod-
ucts and wastes exit. This will  help identify all suspected sources
of waste.  Waste sources to inspect include the  production process;
piping;  maintenance operations;  storage areas  for raw materials,
finished  product,  and work-in-process.   Examine housekeeping
practices and the waste treatment area, as well.
    Make follow-up visits  as missing  or  unclear data are identi-
fied during the  analysis stage.

Organize and Document Process Information

    Analyzing process information involves preparing material and
energy  balances as  a  means  of analyzing pollution sources  and
opportunities for eliminating them. Such a balance  is an organized
system  of accounting for the flow,  generation, consumption, and
accumulation of mass and energy  in a process.   In  its  simplest
form, a material balance is drawn up according  to the mass conser-
vation principle:

         Mass  in = Mass out - Generation
                    + Consumption + Accumulation

If no  chemical  or nuclear reactions occur and the  process progress-
es  in a steady  state, the material balance for any specific  com-
pound or constitutent is as follows:

                      Mass out = Mass in
Look at procedures  as they  are
performed  in the production envi-
ronment.
Identify waste sources.
A material and energy balance for
a  given   substance   will  reveal
quantities  lost  to  emission  or to
accumulation in equipment.
Developing and Implementing Pollution Prevention Projects
                           31

-------
                                             Data collection and review take many forms.
    The  first step in  preparing a  balance  is to draw  a  process
diagram, which is a visual  means of organizing the data on the
energy and material flows and on the composition  of the streams
entering and leaving the system. Such a diagram shows  the system
boundaries, all streams entering and leaving the process,  and points
at which wastes are  generated.  An example  of a  flow  diagram
appears as Figure 4.
A process diagram organizes data
graphically.
32
                    Chapter 3

-------
                                              Air Emission
Catalyst
Heat Out
                                                                    Product
                                                                   Waste
                                                                   Catalyst
                                                                 *• By-Product
                                                                   Waste

-------
    A  material balance should  be calculated for each component
entering  and leaving the  process.  When chemical reactions  take
place in  a system, there is an advantage to performing the material
balance on the elements involved.
    The  limitations of material and  energy balances  should be
understood.  They  are useful for organizing  and extending pollu-
tion  prevention data and should be used whenever possible.  How-
ever, the user should recognize  that most balance diagrams will be
incomplete, approximate, or both.
         Most processes have numerous process streams, many of
         which affect various environmental media.
         The exact composition of many streams is unknown and
         cannot be easily analyzed.
         Phase changes occur within the process, requiring multi-
         media analysis and  correlation.
     •    Plant operations or product mix change frequently, so the
         material and energy flows cannot be accurately  character-
         ized by a single  balance diagram.
         Many sites  lack  sufficient historical data  to characterize
         all streams.
These  are examples of the complexities that will recur in analyzing
real  world processes.
     Despite  the limitations, material   balances  are essential  to
organize  data,  identify  gaps,  and  permit estimation  of  missing
information.  They  can  help  calculate concentrations  of waste
constituents where quantitative composition data are limited.  They
are particularly useful if there are points in the production process
where  it is difficult or uneconomical to  collect or analyze samples.
Data collection problems, such as  an inaccurate  reading or an
unmeasured release, can be revealed  when  "mass in" fails to equal
"mass  out."   Such an imbalance can  also  indicate that  fugitive
emissions are occurring.  For example,  solvent evaporation  from  a
parts cleaning  tank can  be  estimated  as  the  difference between
solvent put into the  tank  and solvent  removed by  disposal, recy-
cling, or d ragout.
 DEFINE POLLUTION PREVENTION OPTIONS

     Once the sources  and nature of wastes generated have  been
 described, the assessment team enters the creative phase. In a two-
 step procedure, they will propose and then screen pollution preven-
 tion options.  Their objective is to generate a comprehensive set of
 options, ranked as to priority, that merit detailed feasibility assess-
 ment.

 Propose Options

     As  with other  planning  efforts,  the  best  results  will  be
 achieved in an environment that encourages  creativity and  inde-
 pendent thinking by each assessment team member.  Brainstorming
Each  component should  have  a
material balance calculated.
Material   and  energy   balances
have some limitations.
Imbalances indicate that the data
are  inaccurate  and  should be
reviewed or that fugitive emissions
of waste are occurring.
EsUbllfth lh« Pollution Prevention
Program
i

             Qrganii* Progr»m
    , —J    Do Preliminary Asa***miMil   I
      I       Writ* Program Plan      1
                T         .
     »     Do Detailed Ai«e««rnent
Define Pollution Prevention Option*
• Propose Opttoni
* Screen Options


      I      Da Feasibility Analyse*     I
           Write
nt Report    I
       I      Implement the Plan      I
             Measure Progreea
                                                                          I Maintain Pollution Prevention Pro
                           grant]
 34
                      Chapter 3

-------
sessions  are useful for encouraging creative thought because  they
provide  a  nonjudgmental, synergistic atmosphere in which ideas
can be shared.  Then, these ideas can be developed by means of
group decision-making techniques.
    This approach will  enable  the  assessment  team   to  identify
options that the individual members might not have come  up  with
on their  own.  Worksheet 7 in Appendix  A is  a suggested format
for describing each option as it is proposed.
    Structuring option definition sessions according to the  U.S.
EPA hierarchy (Chapter  1, Figure 1) will encourage the  team to
look  first  at  true source  reduction  options,  such as improved
operating procedures  and changes  in technology, materials,  and
products.  Then, options that  involve reuse, or closed-loop recy-
cling, would be examined.  Finally,  the team  would consider  off-
line  and off-site recycling and alternative treatment and  disposal
methods.

Screen Options

    Many  proposed  options may result  from  the previous  step.
Since  detailed technical, economic,  and  environmental feasibility
analysis  can be costly, the proposed options should be screened by
the assessment team.  Some options will be found to have no cost
or risk attached; these can be  implemented immediately.   Others
will  be found  to  have marginal value or to be impractical; these
will  be dropped from further consideration.  The remaining options
will  generally be found to require feasibility assessment.
    This  screening does  not  require detailed  and  costly study.
Screening  procedures can range  from an informal review with a
decision made by either  the program manager  or a  vote of the
team members, to the use of  quantitative decision-making tools.
Box  15  on the  next page  shows questions to  be  considered in
option screening.
    The informal review  is a  procedure by which, the  assessment
team selects  the optioas that appear  best  after discussing  and
examining each option.  As is  the case when the team is proposing
options,  their  approach to screening should employ group decision-
making techniques whenever possible.
    In more complicated situations, the team may need to use the
weighted  sum  method  (see  Appendix  E)  or  another,  similar
technique designed for use in complex decision-making  situations.
DO FEASIBILITY ANALYSES

     The final product of the option definition phase  is a prioritized
list of pollution prevention options.  These options now should be
examined to determine which are technically, environmentally, and
economically feasible and  to prioritize them for implementation.
Encourage  creativity  in  option
definition sessions.
Categorize proposed options as:
  * no  risk or  cost:   implement
   immediately
  « marginal value or impractical:
   drop
  • complex:   perform feasibility
   analysis
       Establish lh« Pollution Prevention
      	Program
                I
     I       Organize Program      I
  • — —*   Do Preliminary AssessmentI
     I	WrlH Program Plan
          Do Detailed Assessment
     I  D*fln* Pollution Prevention Options 1


Do Feasibility Analyse*
• Technical
* Environmental
- Economic


          Write A
              ssesamenl Report    I
            Implement the Plan      I
            Measure Progress
                                                                         [Maintain Pollution Prevention Program
 Developing and Implementing Pollution Prevention Projects
                             35

-------
    Option screening should consider these questions:

         •    Which options will best achieve the goal of waste reduction?
             What are  the main benefits to be gained by implementing this option (e.g.,
             financial,  compliance, liability, workplace safety, etc.)?
         •    Does the  necessary technology exist to develop the option?
         •    How much does it cost?  Does it appear to be cost-effective, meriting in-depth
             economic feasibility assessment?
         «    Can the option be implemented within a reasonable amount of time without dis-
             rupting production?
         •    Does the  option have a good "track record"? If not, is there convincing evidence
             that the option will work as required?
             What other areas will be affected?
                                                                                     Box 15
Depending on the resources currently available, it may be neces-
sary to postpone feasibility assessments for some options.  Howev-
er, all options should be evaluated eventually.

Technical Evaluation
    The  assessment team  will  perform a technical  evaluation to
determine whether a proposed pollution prevention option is likely
to work in a specific application.  Technical  evaluation for a given
option may be relatively quick or it may require extensive investi-
gation.  The list in Box 16 suggests some  criteria  that could be
used  in a technical evaluation.   Some of these  are  more detailed
versions of questions asked during the option screening phase.
    All groups in the  facility that will be affected directly if the
option is  adopted  should  contribute  to  the  technical evaluation.
This might  include people from  production,  maintenance, QC/QA,
and purchasing.  In some cases, customers  may need to be  con-
sulted and  their requirements  verified.   Prior  consultation  and
review with these groups will ensure the  viability and acceptance
of an option.  If the option calls for a change in production meth-
ods or input  materials,  carefully assess  the  likely effects on the
quality of the final product.  If after the technical evaluation the
option appears impractical  or can  be expected  to lower product
quality, drop it.
    For options that do not involve a significant capital  expendi-
ture,  the  team  can use  a  "fast-track" approach.   For example,
procedural  or  housekeeping  changes  can often be  implemented
quickly, after the appropriate review, approvals,  and training have
been  accomplished.   Material  substitutions  also can be  accom-
plished relatively quickly  if there  are no major production  rate,
product quality, or equipment changes involved.
Technical evaluations require the
expertise of a variety of people.
Some options  can be implemented
right away.
36
                     Chapter 3

-------
    Typical technical evaluation criteria:

             Will it reduce waste?
         •    Is the system safe for our workers?
         •    Will our product quality be improved or maintained?
         •    Do we have space available in our facility?
         *    Are the new equipment, materials, or procedures compatible with our production
             operating procedures, work flow, and production rates?
             Will we need to hire additional labor to implement the option?
             Will we need to train or hire personnel with special expertise to operate or main-
             tain the new system?
             Do we have the utilities needed to run the equipment? Or, must they be installed
             at increased capital cost?
             How long will  production be stopped during system installation?
         •    Will the vendor provide acceptable service?
         •    Will the system create other environmental problems?
                                                                                     Box 16
    Equipment-related options or process changes are more expen-
sive  and may affect production rate or product quality.  Therefore,
such options require more study.  The  assessment team will want
to determine whether the  option will perform  in  the field  under
conditions similar to the planned application.  In some  cases, they
can  arrange, through  equipment  vendors and  industry  contacts,
visits to existing installations.   Experienced operators' comments
are especially important  and  should be compared with  vendors'
claims.  A bench-scale or pilot-scale demonstration may be needed.
It may also be possible to obtain scale-up data using a rental  test
unit  for bench-scale or pilot-scale experiments.  Some vendors  will
install equipment on  a trial basis, with acceptance  and  payment
after a prescribed time, if the user is satisfied.

Environmental  Evaluation

    In this  step, the  pollution prevention assessment team  will
weigh the advantages and disadvantages of each option with regard
to the environment.  Often the  environmental  advantage is obvious
— the toxicity of a waste stream wiE be reduced without generating
a  new  waste  stream.  Most housekeeping  and  direct efficiency
improvements have this advantage.   With such options,  the envi-
ronmental situation in the company improves without new environ-
mental problems arising.
     Unfortunately, the environmental evaluation is not always so
clearcut  Some options require a thorough environmental evalua-
tion, especially  if they involve  product or process changes or the
substitution of raw materials.
Options that can affect production
or quality need careful study.
Environmental considerations:
  * effect on number  and toxicity
   of waste streams
  • risk of transfer to other media
  * environmental impact of alter-
   nate input materials
  * energy consumption
Developing and Implementing Pollution Prevention Projects
                            37

-------
                        The technical feasibility evaluation is done to determine
                                      if a pollution prevention option will work.
    For  example,  the  engine  rebuilding  industry  is  dropping
solvent  and  alkaline cleaners  to remove grease  and dirt  from
engines  prior to  disassembly.  Instead, they are using high-temper-
ature baking followed by shot blasting.  This  shift eliminates waste
cleaner  but  presents a risk of atmospheric  release because small
quantities of components from the grease can  vaporize.
    To  make a sound evaluation, the team should gather informa-
tion  on  the  environmental  aspects  of the relevant product,  raw
material or constituent part of the process. This information would
consider the environmental effects not only of the production phase
and product life cycle but also of extracting and  transporting the
alternative raw materials and of treating any unavoidable waste.
    Energy  consumption  should  also  be  considered.  To  make  a
sound choice, the evaluation should consider the entire life cycle of
Consider energy requirements.
38
                     Chapter 3

-------
both the  product and the production process.  Energy conservation
is discussed in Chapter 8.

Economic Evaluation

    Estimating the  costs and  benefits of some proposed pollution
prevention  projects is  straightforward, while others prove  to  be
complex.  Despite  the ease with which the  cost calculations may
be done  for some options, it is advisable to document all that are
adopted and  to estimate the economic effects of each.  This will
help ensure  that these  real  accomplishments  of your pollution
prevention  program will not be overlooked when you measure the
program's progress, as  discussed in Chapter 4.
Document cost calculations so that
the full  benefit  of  the  pollution
prevention program can be quanti-
fied.
                       The economic feasibility needs to be
                                    checked and rechecked.
    If a project has no  significant capital  costs, the decision is
relatively simple.  Its profitability can be judged by whether or not
it reduces operating costs and/or prevents pollution.  If it does, it
can  be implemented quickly.  Installation  of flow  controls and
improvement of operating practices, for example, probably will not
require extensive analysis before they are adopted.   Worksheet 9
(in Appendix A) can be used to document analysis of this type.
 Operational changes usually  can
 be installed quickly.
 Developing and Implementing Pollution Prevention Projects
                            39

-------
    Projects  with significant capital  costs  attached will  require
more  detailed analysis.  Worksheet 9 may be a good starting point,
but an in-depth evaluation like the example that appears as Appen-
dix F will be required.
    There are a number of factors that make pollution prevention
costs  and benefits difficult to calculate for many proposed projects.
The total costs  of continuing to  pollute are not discernible in most
corporate accounting systems.   Furthermore,  many of these  costs
are probabilistic  —  although the  risks are real, it is difficult to
predict the  cost and even the occurrence date from past experience.
The long-term need to avoid the spiraling costs of waste treatment,
storage, and disposal as well  as  future  regulatory and  liability
entanglements are likely to  be  major elements of your  pollution
prevention  project economic evaluation
    Chapter  6  describes  the Total Cost  Analysis approach and
gives an overview  of the types of cost and benefit factors that
should be examined when studying proposed pollution prevention
projects.  It  suggests some approaches to calculating indirect and
probabilistic  costs  so that  their full  impact can  be included in
economic feasibility assessments.   It also  discusses ways  to  track
the economic effects of pollution prevention  projects after  they are
implemented.
Most  accounting systems  do not
reveal the total costs of continuing
to pollute.
Total Cost Analysis  is  a useful
mechanism for understanding  the
financial  impact  of   pollution
prevention projects.
WRITE THE ASSESSMENT REPORT

    The task force  should  write  a  report that summarizes the
results of the pollution prevention assessment at the company level.
Box  17 shows  the report  contents.   The report will provide  a
schedule  for  implementing  prevention projects  and  will  be the
basis  for  evaluating  and  maintaining the  pollution  prevention
program.   It  may  also be  needed  to  secure internal  funding for
projects that  require capital investment,  if the  members of the
pollution prevention assessment task force do not have the authori-
ty to commit funds.
     You may be tempted to  omit this step if your company has an
owner-manager  and only a  few employees.   A  summary assess-
ment report may not be  needed to  resolve pollution prevention
project conflicts among different areas, and your funding approvals
probably  are  not a formal  procedure requiring cost justifications.
However, an assessment report will  help you focus subsequent pol-
lution prevention efforts  and will  be  useful  as a record of what
aspects of  your business  you examined  for pollution prevention
opportunities.

Input of the Assessment Teams

     In  a company that has several assessment teams, the task force
will  need  to evaluate  the  results  and resolve  any conflicts that
might exist among  the teams as to approach and resources required
for the projects  they propose.
Establish the Pollution Prevention
Program
'

Organize Program

,
[ Do Preliminary Aaaeeament

•
Write Program Plan

•
[ Do Detailed Assessment
I
Define Pollution Prevention Options

,
Do Feasibility Analyses

-
| Write Assessment Report |
,
•
Implement the Plan


1 Measure Progress
i

Maintain Pollution Prevention Program |
 40
                      Chapter 3

-------
    The report on each proposed project should discuss:

             Its pollution prevention potential
             The  maturity of the  technology and  a discussion of successful applications
             The  overall project economics
             The  required resources and how they will be obtained
             The  estimated time for installation and startup
             Possible performance measures to allow  the project to be evaluated after it is
             implemented
                                                                                     Box 17
    As  input to  this  integration  effort, each  assessment  team
should prepare a  summary report, presenting the  results of their
investigations and listing the  options  they screened.  Each report
should describe in some detail the options that the  team has deter-
mined are feasible and propose a schedule for implementing them.
The  options  recommended for immediate  implementation should
then be described in detail as proposed projects.
    These  proposals  should evaluate each  project under  different
scenarios.  For  example,  the  profitability of  each could be esti-
mated under both optimistic and pessimistic assumptions.  Where
appropriate, sensitivity  analyses indicating the effect of key vari-
ables on profitability should  be included.  Each should outline  a
plan for adjusting and fine-tuning  the initial projects as  knowledge
and experience increases.  The proposals  should include  a  schedule
for addressing those areas and waste streams with lower priorities
than the ones selected for the  initial effort.

Preparing and Reviewing the Assessment Report

    The  task force will use  the assessment  teams' reports and
project proposals  to  prepare  the summary assessment  report and
implementation  plan.    The  report should  include  a  qualitative
evaluation  of the indirect and intangible costs  and  benefits to your
company  and employees of a pollution  prevention  plan.  It will
provide the  basis  for  obtaining funding of pollution  prevention
projects.   Pollution prevention projects should  not  be sold on their
technical  merits  alone;  a clear description  of both  tangible and
intangible benefits can help a  proposed  project obtain funding.
    Before the report is issued in final form,  managers and other
experienced people in the  production units that will be affected by
the proposed projects should be asked  to review the report.  Their
review will  help  to  ensure  that the  projects proposed are  well-
defined and feasible from  their perspectives.  While they  probably
were involved in the site reviews and other early efforts  of the task
force, they may spot  inaccuracies or misunderstandings on the part
of the assessment teams that were  not apparent before.
Each  assessment learn summariz-
es:
  • results of assessment effort
  • options proposed
  • results of option screening
  • results of feasibility analysis
  • project  proposal  for  each
   selected option

Evaluate  the project under various
scenarios.
The summary assessment report is
used for:
  • QA of implementation plan
  • funding decisions
  • building support for plan
Developing and Implementing Pollution Prevention Projects
                            41

-------
    In addition to ensuring the quality of the assessment report and
implementation plan, this  review will  help ensure the support  of
the people who will be responsible for the success of the project.
IMPLEMENT THE POLLUTION PREVENTION PLAN

Select Projects for Implementation

    Final decisions  on  which projects  will  be implemented  and
what  the schedule will be are made at this  point.  If the task force
or company executives question  aspects  of some  projects,  the
assessment teams or pollution  prevention program champions may
be asked to produce additional  data.   They  should  be  flexible
enough to develop alternatives or modifications. They  should also
be willing to do background  and  support  work,  and  they should
anticipate potential problems in implementing the  options.   Above
all, they  should  keep in mind  that an  idea will not sell if the
marketers are not convinced.

Obtain Funding

    The task force will seek to  secure  funding for those  projects
that  will require  expenditures.    There will  probably be  other
projects, such  as  expanding  production  capacity  or moving  into
new  product lines, that will compete with the pollution prevention
program for funding. If the task force is part of the overall budget
decision-making procedure, it  can  make an informed decision  that
a given  pollution  prevention  project should  be  implemented  right
away or that it can  wait until the next capital budgeting period.
The  task force will need to ensure that  the project is reconsidered
at that time.
    Some companies will have  difficulty  raising  funds internally
for capital investment.   If  this applies  to  your company,  look to
outside financing.  Private sector financing  includes bank loans and
other conventional sources of  financing.  Financial institutions are
becoming more cognizant  of the sound business aspects of pollu-
tion  prevention.
    Government financing is available in some cases.   It  may be
worthwhile to contact your state's department of commerce or U.S.
Small Business  Administration for information regarding loans for
pollution control.   Some  states  can provide financial  assistance.
Appendix D includes a  list of states providing this assistance and
addresses where you can write for  information.

Install the Selected Projects

    Many pollution  prevention  projects will  require  changes in
operating procedures, purchasing methods, or  materials inventory
control.  Company policies  and procedures  documents and  employ-
ee training will also be affected by the changes.
       E»tabll*ri the Pollution Prevention
      	Program	
            Organ! z* Program
         Do Preliminary Assessment    I
     [     Write Program Plan      I
                 i
    M    Do Datalted Aeisaumant     1

                 1            .
      Define Pollution Prevention Option* I

                 i            .
     [	Oc Feasibility Analyse*	I
          Writ* Assessment Report
            Implement the Plan
             • Select Projects
             • Obtain Funding
             • Install	
                I
            Measure Progrwa      I
     (Maintain Pollution Prevention Program I
In  1989,  the Bank  of Boston
started a unit focused strictly on
environmental lending.
   —  Environmental   Business
   Journal, October, 1991.
42
                     Chapter 3

-------
    For  projects  that  involve  equipment  modification  or  new
equipment, the  installation of a  pollution prevention project is
essentially the same as any other capital improvement project.  The
phases  of the  project  include  planning,  design,  procurement,
construction,  and  operator training.    As with  other equipment
acquisitions, it is important to get warranties from vendors prior to
installation of the equipment
    Training  and  incentive programs may be  needed to get em-
ployees  used  to  the  new pollution  prevention  procedures  and
equipment.

Review and Adjust

    The  pollution  prevention process does not end with implemen-
tation.  After the  pollution prevention  plan is  implemented, track
its effectiveness  versus the claims made — technical, economic, etc.
Options  that  do not meet your original performance  expectations
may require rework or modifications.   Above all, reuse the knowl-
edge  gained  by continuing to evaluate and  fine-tune  pollution
prevention projects.  Chapter 4 provides details  on measuring prog-
ress after implementation and evaluating it against goals.   Chapter
5 deals with ways to  maintain and  enhance a program  after it is
implemented.
Installing a  pollution  prevention
project  generally  involves  the
same  considerations as for other
capital improvement projects.
Reiteration  of  the  process  will
yield maximum success.
Developing and Implementing Pollution Prevention Projects
                            43

-------
                                                                        CHAPTER 4
                                                  MEASURING POLLUTION
                                                   PREVENTION  PROGRESS
    You  will want to measure your progress  against your goals.
By reviewing the program's successes and failures, managers at all
levels can assess the degree to which pollution prevention goals at
the facility and  production unit levels are being met and what  the
economic  results have been. The comparison identifies pollution
prevention techniques that work well and those that do not.  This
information will help guide future pollution prevention assessment
and implementation cycles.
    Quantitative evaluation also enables you to compare your unit
with similar  units in your company  and with  data from other
companies.  You  will need this knowledge to plan enhancements
of your current pollution prevention program, to select technologies
for transfer from other operations, and to help identify new pollu-
tion prevention options.
ACQUIRING DATA

    You  will  need  to  select a quantity  (e.g., waste volume or
toxicity), measure that quantity, and normalize the data  as neces-
sary to correct for factors not related  to the pollution prevention
method being reviewed.  Although the  process is simple  in theory,
complexities arise in practice.  There  are a number of  factors to
consider when defining what data you will track.
    First, the quantity selected to track  performance must accurate-
ly reflect the waste(s) of interest.   Second, the  quantity must be
measurable with the resources available to you.  As in the Detailed
Assessment Phase, material and energy balances will be  helpful in
organizing data and can help fill in some gaps in data.
    After deciding what data  should be tracked, you will need to
determine  how to collect  it and what normalization  may be re-
quired for each category of data.

Regulatory Reporting Data

    Depending on the type of business your company engages in,
you may have a considerable  volume of data already collected for
regulated waste streams.  However, there can be gaps and discrep-
ancies in this data.  For example,  RCRA wastes are characterized
by  waste type and total amount, but not by individual components.
Therefore, this data may  not  be specific enough for your evalua-
tion.  In addition, accurate measuring devices may not be available
for all waste  streams (e.g., vaporous  or  fugitive emissions).  In
E*ubll*n the Pollution Pr»Ą*nlion
Program
t

           Organize Program
  «-« —|    Do Preliminary ABte
     I      Writ* Program Plan      I
          Do Detailed Atisxmmt
     I  Define Pollution Prevention Options I


     I	Do Feasibility Analyaea     |
                                                                     I    Writ* Atttiimani Report
     I      Implement the Plan
            Measure Pragma*
           • Acquire Data
           • Analyze Results
     I Maintain Pollution Prevention Program)
Useful   normalization  factors
include:
       units produced
   •    hours of labor
   •    hours of production
It may be necessary to supplement
regulatory data.
44
                    Chapter 4

-------
such cases,  your regulatory compliance reports would have  been
based on estimates; comparing estimates from one period to anoth-
er will not yield very  reliable percent-of-change figures.   Finally,
year-to-year comparisons  may not  be meaningful if the reporting
requirements changed  sufficiently  to  cause  differences  in  how
waste quantities  were measured.

Wastes Shifted  to Other  Media

    The  pollution  prevention option  may  eliminate  part  of the
target  material  but shift  some of  it to another plant stream, to
another environmental medium, or into the product.
    It  can be difficult to track  the shift of a pollutant from one
medium  to  another or to determine what  new  pollutants  may be
created by the new procedure.  Transferring a given pollutant to
another medium or replacing it  with  a different pollutant  is, in
principle, to be avoided.   If  you  were to  find  that transfer  was
occurring, you would need  to evaluate very carefully the relative
impact on the environment.

Measuring  Toxicity

    The toxicity of the  waste should  be  looked at,  not  just the
quantity produced.   Reducing the sheer volume  of  a given  waste
product while increasing its per-unit toxicity is a treatment option,
but it  is not pollution  prevention.  For example, adding lime  to a
waste stream to  precipitate metals reduces the volume of waste but
does not prevent pollution since  the  total quantity of metal  is not
changed.   Since toxicity frequently is not measured  as  part of
production reporting, you may  have  to establish procedures for
doing so.

Normalizing for External Factors

    Changes in  quantity are straightforward, easily understood, and
relatively easy to calculate if data are available.  Quantity compari-
sons from one period to the next can be useful input to a pollution
prevention program review.   However, the data will have  to be
normalized  if  there  were  major  factors  unrelated  to  pollution
prevention efforts that influenced the quantities produced.
    There  are  a number of  external  factors  that  can  cause the
quantities and/or mix of products and by-products to change.   You
will need to look carefully to see whether there are external factors
for which you will need to normalize your data.  Common ones to
consider  are: total hours the process operated;  total  employee
hours; area, weight, or volume  of product produced; number of
batches processed; area,  weight, or volume of raw material  pur-
chased;  and profit from  product.   For continuous  processes, the
product output or raw material input can be a good normalization
factor.   Flow processes  may be measured by volume or weight,
whereas plating or  film-making may be better normalized by area.
Watch for shifts of wastes to other
media.
Toxicity measures may need to be
developed.
It  may be necessary to normalize
quantity comparisons to adjust for
external factors.
Measuring Pollution Prevention Progress
                            45

-------
    In batch processes,  production volume usually is  related to
waste production, but it  may  not be a linear relationship  in all
cases.  For example, the quantity of solvent used at a printing plant
is primarily a function of the total volume  of stock printed and ink
used, but it is also significantly influenced by the number of color
changes made.
    Another difficulty in  comparing production  and waste quanti-
ties arises  when the relationship is inverse.  This  situation occurs
frequently when the production rate decreases to  the point that age-
dated input materials in the inventory expire.  For some production
processes,  waste is  generated during start-up  and  shut-down of
equipment.   The volume of waste created in  both situations  is
inversely proportional to the production volume.
    Revenue and profit factors can indicate the amount of activity
but may not be reliable  indicators if market  forces often  cause
prices to change.  Thus,  monetary factors  typically apply only to
products in stable markets.

Establishing a Baseline

    When   a  pollution   prevention option  involves incremental
changes to  a well-defined process, it is  possible to derive a base-
line  from  historical performance.  However,  directly  applicable
historical data would not be available for new facilities.
    Establishing  a  baseline is further complicated by changes to
existing processes  or equipment and by  new  facilities  that are
radically different from older plants  for reasons other than  pollu-
tion  prevention alone.  In this case, the measure  of success may be
the amount of pollution that was never generated.  Thus,  a project-
ed amount of pollution may serve as a baseline.
The...system  monitors  rates  of
toxic  use  and   waste  genera-
tion...avoiding  distortion of pro-
duction   performance   due  to
changes  in  overall  volume  of
production.
   — From  an  interview with
   Bill  Schwalm  on  Polaroid's
   program, as reported in Envi-
   ronmental  Business  Journal,
   December, 1991.
Historical data  may not be suffi-
cient to establish baselines.
METHODS OF ANALYZING THE DATA
    As the above discussion indicates, measuring pollution preven-
tion progress is complex.  Therefore, using a  single measure  to
summarize  pollution prevention  will  be applicable  only  in  the
simplest cases, if at all.  The characteristics of several approaches
and their advantages and disadvantages are outlined in the follow-
ing paragraphs.  Select the method or combination of methods that
best fits your data availability, facility characteristics, and corporate
goals.

Semi-Quantitative Process Description

    The semi-quantitative process description measurement method
relies  primarily on text, supplemented  by a  limited amount  of
numerical data.  This type  of analysis is less costly to prepare in
terms  of staff time and avoids  many of the data collection prob-
lems  discussed above.   However,  lack of quantitative data means
that it  has negligible  value  in evaluating achievement of specific
Select  the most  useful  analysis
method(s) for your situation.
 Semi-quantitative   methods   are
 easier to  prepare but have  less
 utility.
46
                      Chapter 4

-------
goals.  Lack of quantitative data also makes it difficult to compare
similar processes when looking at potential technology transfer.

Quantity of Waste Shipped off Site or Treated on Site

    Data  for analysis  based  on transfers should  be easy to  obtain.
Collecting such data for the SARA Title III  chemicals is  among
the reporting requirements of the Pollution Prevention Act of 1990.
Quantities of hazardous  waste shipped  off site  are  likely  to  be
accurately recorded in manifests, although some inaccuracy may be
introduced  when  partial barrels are shipped.   In addition, the
compositions  of RCRA  wastes  may  not be  available  in exact
percentages. The amounts of trash and  other nonhazardous wastes
can be estimated based on shipment costs,
    The  amount of waste going  to on-site waste  treatment  plants
may be more difficult to obtain, but it should be possible to mea-
sure or estimate these  quantities.

Quantity of Materials Received

    Changes  in  the  quantities  of materials  brought  on  site,  as
determined  from receiving records, can be used to measure  pollu-
tion prevention progress.   Most facilities  keep detailed, accurate
records of material received  from suppliers.  These  records provide
a  source  of data to  track  changes in  the types and  volumes of
materials  brought into the facility.  However,  this method may be
difficult to  apply  at the process or project level.  In addition, the
quantity  input will not  accurately reflect the  amount of waste  if
some of the material is destroyed during the process or is acquired
from other production units in the facility,

Quantity of Waste Generated or Used

    This  method  is a combination of the two previous  ones.   It
essentially gives an overall material balance for each waste compo-
nent.  It  involves tracking the quantities of hazardous, toxic, and
other materials flowing into  and  out of the facility.  It uses data on
the quantities of material purchased, produced  and destroyed in the
production process,  and incorporated in  products and by-products,
as well as discharges to waste treatment and disposal.
  This approach  gives an overall picture of material  use  but  re-
quires extensive  data collection.   Data  on fugitive emissions are
particularly difficult  to track but  can sometimes be  estimated  by
calculating material balances.

Analysis  of a Process

    Pollution prevention  can be  measured on  a process-by-process
basis by  examining  the  production  process in detail  for changes
due to pollution prevention activities.   If the process is carefully
selected  and  can be defined precisely,  this  approach yields  an
Shipping  manifests  and  compli-
ance  reports  provide  data  on
quantities transferred.
Quantity  purchased is an  impre-
cise  measure because ii  does not
account for loss during process-
in f>.
Looking at both inputs and outputs
provides  a  mare complete under-
standing of progress.
Analyses based strictly on process-
es   will  overlook  facility-level
waste,  such  as  lighting  and con-
struction debris,
Measuring Pollution Prevention Progress
                            47

-------
accurate  description of process-related waste.   It also allows better
definition of a representative production or activity  index for the
waste generation.
    However, it can be  difficult to select which process  to focus
on in large facilities with complex, interconnected process units.
The  approach requires extensive data collection and analysis.   In
addition, many wastes may not be  generated by a specific process.
These  nonprocess-specific  wastes  can  be  missed  in a strictly
process-based pollution  prevention measurement  system.   Some
types of waste that can be missed include construction  debris,  area
lighting and utility support, and plant wastewater.

Analysis of a Pollution Prevention Project

    This method focuses on  measuring the results of  each pollu-
tion  prevention  activity.   It is suitable for  facilities that produce
many products from the same production line or for facilities that
have a wide variety of production  processes.   As with the process
approach, the data requirements  are extensive.  It also assumes a
process  orientation  and  thus is  more applicable  to  product  or
equipment changes  than  to  behavioral  changes,  such  as  good
housekeeping or improved training,

Change in Amount of Toxic Constituents

    Pollution prevention  can be  measured by the change  in the
total amounts of toxic materials  released. The data can be drawn
in directly from SARA Title  313 Form R reporting.  This method,
obviously, does not  apply to nonhazardous wastes.

Change in Material Toxieity

    Testing for and eliminating the discharge of pollutants respon-
sible  for aquatic toxicity  is required  under the Clean Water  Act.
Pollutants causing  aquatic toxicity may not  be the pollutants  on a
"toxic pollutants list." The first class are compounds that  are toxic
to aquatic organisms and hence  are assumed to  be toxic  to the
aquatic  environment.  The  second class are  pollutants  that  have
been tested on humans  or other higher life forms and have  been
demonstrated to have detrimental effects.
    Whole  effluent toxicity testing is required under  the NPDES
permitting process.  Standard methods  are  available  to measure
toxicity  to aquatic life forms.  The source of the toxicity can be
identified by more detailed testing.  Process streams contributing to
the plant waste effluents  are sampled and, if needed, partitioned
into separate  phases.  This detailed toxicity  testing allows identifi-
cation and tracking of the actual toxicity of wastes from the plant.
Toxicity  testing  requires  sophisticated  testing and data  handling,
however, and may not be feasible for all applications.
Project analysis is mare useful for
production  changes  than for be-
havioral changes.
 48
                      Chapter 4

-------
MEASURING ECONOMIC RESULTS

    Aside from  assessing its effectiveness  in preventing pollution.    Evaluate  the cost  effectiveness of
a project should be evaluated like any other new process or capital    the program.
investment.  Preliminary cost estimates for installing and operating
the system  will be made prior to  installing the system.   More
detailed data can  be  collected  during  construction and  operation.
The  value of  reduced  waste  production  is  estimated  based on
volumes of  waste  and cost  of  waste treatment and disposal.  The
economics of the process can then be evaluated by any  of several
techniques such as payback, period, net present value, or return on
investment
Measuring Pollution Prevention Progress                                                         49

-------
                                                                     CHAPTER  5
                                     MAINTAINING THE POLLUTION
                                                 PREVENTION PROGRAM
    The task of maintaining a viable pollution prevention program
will made easier with the establishment of a pollution prevention
awareness program.  Such  a  program  is intended  to promote
employee involvement in the prevention effort The objectives of
the pollution prevention awareness program are to:
        raise awareness of environment-related  activities at the
        facility
        inform employees of specific environmental issues
        train employees  in their pollution prevention responsibili-
        ties
        recognize employees for pollution prevention efforts
        encourage  employees to participate in pollution preven-
        tion
        publicize success stories
A summary of methods  for accomplishing this appears in Box 18
on the next page.
INTEGRATE POLLUTION PREVENTION
INTO CORPORATE PLAN

Assign Accountability for Wastes

    Operating units that generate wastes could be charged with the
full costs of controlling and disposing of the wastes they generate.
Cost accountability should also take into  account indirect  costs
such as potential  liability, compliance reporting, and oversight.
Burying waste management costs in general overhead can lead to
the illusion that disposal  is "free."  Allocating the costs of waste
handling to the operating units that generate the waste reminds unit
managers that  waste control and  disposal  are  increasingly  large
factors in the cost of doing business and motivates  them to find
ways to cease generating the waste.  Chapter 6  describes several
cost allocation methods.

Tracking and Reporting

    Your  information system  should  track and retain  the data
necessary to measure pollution prevention  program results.  You
will need to ensure that these  data are reviewed and reports pre-
pared at meaningful intervals.
Pollution prevention is an ongoing
effort that will be best maintained
by personnel in the  production
area.
Establish the Pollution Prevention
Program
J

Organize Program


1 Do Preliminary Assessment
,

Write Program Plan
,

j Do Detailed Assessment
|
Define Pollution Prevention Options
-

Do Feasibility Analyse*
i

Write Assessment Report



-
t the Plan

-I Measure Progress


(Maintain Pollution Prevention Programj
50
                    Chapter 5

-------
   Key ways to maintain and improve the pollution prevention program:

             Integrate pollution prevention into corporate planning:
             —   Assign pollution prevention accountability to the operating units where
                 waste is generated
             —   Track and report program  status
             —   Conduct an  annual program evaluation at the corporate level

             Provide ongoing  staff education programs:
             —   Make pollution prevention awareness program a part of new employee orienta-
                 tion
             —   Provide advanced training
             —   Retrain supervisors and employees

             Maintain internal communication:
             —   Encourage two-way communication between employees and management
             —   Solicit employees' pollution prevention suggestions
             —   Follow-up on suggestions

             Reward personnel for their success in pollution prevention:
             —   Cite accomplishments in performance  reviews
             —   Recognize individual and  group contributions
             —   Grant material rewards
             —   Consider pollution prevention a job responsibility subject to review

             Provide public outreach and education about pollution prevention efforts:.
             —   Submit press releases on innovations to local media and to industry journals
                 read by prospective clients.
             —   Arrange for employees to  speak publicly  about pollution prevention mea-
                 sures in schools and civic organizations.
                                                                                  Box 18
    Reports should be prepared frequently enough  to enable unit
managers  to monitor  and  adjust their operations to adhere to the
schedule that  was  established  during  the  planning stage.   (See
Chapter 2.)  In addition, they need  this information  to  provide
feedback to their staff, as discussed below.

Annual Program Evaluation

    Top management can demonstrate continuing commitment to
the program by conducting  annual  reviews of the program.  The
results of  these annual reviews  should  be communicated to  all
employees through written announcements and meetings.  Program
successes  should be recognized and any changes in objectives or
policies announced and explained.
Maintaining the Pollution Prevention Program                                                    51

-------
    If these company-level reviews  demonstrate chronic schedule
slippage, company executives and the pollution program task force
should  meet to reevaluate the  program.  Some objectives or the
approach to achieving them may need to be adjusted. The purpose
is to maintain  the same high profile the pollution  prevention pro-
gram had initially.
                                Tracking and reporting are essential.
STAFF EDUCATION

    One of the most important elements of the waste minimization
and  pollution  prevention awareness  program  is training.    The
training program  should  include all levels of personnel within the
company.  The goal is  to make each employee aware of waste
generation, its  impact on the site and the environment,  and  ways
waste can be reduced and pollution prevented.
 52
Chapter 5

-------
                                                         Classroom interaction generates ideas.
New Employee Orientation

    A  pollution prevention awareness orientation can be incorpo-
rated in the general orientation program given to  all  new employ-
ees.  The orientation program would include the elements illustrat-
ed in Box 19.
    More detailed pollution prevention training should be provided
to new employees after they have been on the job for a few weeks.
This training will provide them with the skills they need to partici-
pate in pollution  prevention.  It  also  emphasizes the company's
commitment to prevention.
    At many plants, employees in certain jobs must be trained and
examined on their knowledge  of standard operating procedures
specific to the site prior to  working there.  Pollution prevention
training can be incorporated  into this.   It can also be incorporated
in the QA procedures qualification process.

Advanced Training

    Specialized  training sessions  on pollution  prevention  policy,
procedures, and techniques should be provided to staff when their
job scope is expanded or when they transfer to other areas  in the
company.  These sessions should be considered part of the  regular
training  program, and managers  should have funds  allocated to
cover the costs.
    If the progress of  the  pollution prevention  program  slows,
review the amount and  type of pollution prevention training pro-
vided and consider increasing its frequency and audience.
Make  sure  new  employees  are
aware of the program.
Make pollution prevention part of
the QA process.
Keep long-term employees' knowl-
edge current.
Maintaining the Pollution Prevention Program
                            53

-------
                     Example Pollution Prevention Employee Orientation
    Course:  "Pollution Prevention — Description, Motivation, and Practice"

    Description:  This training course emphasizes your company's commitment to pollution
    prevention.  It gives instruction and practice in techniques for promotion, persuasion, and
    encouragement of pollution prevention.

    Goal:  The goal of the training program is to explain:
        •    What is pollution prevention?
        •    What leads to successful implementation of pollution prevention?
             What role can the individual play in promoting pollution prevention?

    Lesson Plan for One-Day Orientation

    Activities                  Objectives
    Get acquainted              Outline activities

    Define terms and            Begin definition of pollution prevention as a concept and an
    introduce objectives         activity

    Group discussion            Perform and discuss a pollution prevention assessment of a simple
                               process
                               Outline pollution prevention opportunities
                               Analyze implementation, possible barriers, and how to overcome

    Hands-on exercise (1st half)  Perform and discuss pollution prevention assessment of a
                               complex process
    Form teams                 Experience pressures of business
    Individuals assigned roles    Experience importance of communication

    Hands-on exercise (2nd half) Refine application
    Reassign roles              Develop teamwork

    Repeat hands-on exercise    Experience putting opportunities into priority list
    (1st half)                   Discuss implementation, possible barriers, and how to  overcome

    Discussion                 Reinforce need for pollution prevention
                               Explain significance of individual contribution to pollution
                               prevention

                                                                                   Box 19
54                                                                                    Chapter 5

-------
Retraining

    Periodic retraining of employees may be necessary when your
policies and procedures change.  Retraining  employees  also will
reiterate your commitment to pollution prevention.
MAINTAIN INTERNAL COMMUNICATION

Two-Way Communication

    Your goal is to keep employees motivated (see Box 20).  They
need to identify with  and "buy in" to goals  and objectives  and
continuously have  the  opportunity to  contribute  to  its  success.
Employees will take their pollution prevention roles more seriously
when their managers keep them informed and encourage them to
submit pollution prevention ideas.
    Make  sure employees  receive  regularly  scheduled  status
reports that  are clear and truthful.  Objectives that  are described in
vague terms and have poorly quantified  results and reports that are
issued  at  odd  intervals  may give the impression of a reduced
priority for poDution prevention. Explain to the staff any schedule
slippage  resulting  from  unexpected challenges and  the  need for
greater  staff involvement, if applicable.   Employees will work
more effectively when  they know what management expects of
them.  Cessation of reports or failure to show ongoing  activities
gives employees the impression that little progress is being made
and/or that the overall program no longer is a priority.

Solicit and  Follow up on Employees' Suggestions

    Employees' ideas for pollution prevention projects  should be
actively sought.   Employees take their pollution  prevention  role
more  seriously when  management  keeps them  informed  and
encourages  them  to submit  pollution  prevention  ideas.   Forums
such as breakfasts or informal pollution prevention  review  meet-
ings promote the  exchange  of information  that will help generate
new ideas.  You could  run  a contest  to get and reward  employee
input.  For  example, you could post  a  checklist of pollution  pre-
vention ideas and  offer cash awards for the best way to implement
an idea and for the best pollution  prevention idea  not included on
the checklist.
    Suggestions should be evaluated  promptly  and put  into prac-
tice  if they are found to be feasible.   Similarly,  if an  employee
submits an  idea that is not implemented,  explain  why it was not
used  and work with  the  employee  to develop   a feasible  idea.
Prompt feedback is necessary to maintain employee interest.
Effective  communication  between
managers  and  employees  is  a
critical requirement for maintain-
ing a successful program.
Show employees  their ideas  are
welcome.
Maintaining the Pollution Prevention Program
                           55

-------
   To motivate employees, managers can:

             Provide feedback and reinforcement of employees' pollution prevention perfor-
             mance.

             Set an example by  adhering to the pollution prevention program and actively
             considering employee ideas.

             Convey enthusiasm about meeting pollution prevention objectives.

             When new pollution prevention measures are implemented, explain  how they  fit
             in with the overall  objectives.

             Regularly reinforce the importance of each individual's contributions to pollution
             prevention and their value to the overall  objectives.

             Demonstrate personal commitment to the objectives and praise  the commitment
             demonstrated by employees.

             Announce pollution prevention innovations by calling a meeting for all individu-
             als who  will be affected to discuss the change.

             —    Open meeting to questions and comments.
             —    Pay attention  to signs of animosity or resistance and address these
                  immediately.
             —    Gain cooperation by showing that you know and care  how the employ-
                  ees feel.

             Establish a  "group  identity" and work at building pride in adapting  to the
             pollution prevention innovation.

             "Go  to bat" for employees who have good pollution prevention ideas that have
             been rejected or overlooked.

             Establish quantifiable annual pollution prevention objectives:

             —    On a monthly basis, have employees chart their personal and the
                  company's progress against these objectives.
             —    Incorporate pollution prevention goals, objectives, and accomplishments
                  into annual job performance evaluations for people with direct process
                  pollution prevention responsibilities.
             —    Readjust objectives if they prove to be unattainable.
                                                                                    Box 20
56                                                                                    Chapter 5

-------
EMPLOYEE REWARD PROGRAM

Performance Reviews

    Progress in pollution prevention can be stated as an objective   Good suggestions  should he put
on which annual job performance evaluations are based, particular-   into practice and recognized.
ly at the management level.  This delineates their responsibility for
maintaining  and  enhancing  the  pollution  prevention  program.
Using the formal mechanism of the written annual  report to recog-
nize efforts in this area raises the visibility of pollution prevention
as something that is important to the company.

Recognition Among Peers

    Employees who  suggest pollution prevention measures that
prove feasible and are slated for implementation should be  publi-
cized  in the company newsletter or on bulletin  boards.  The esti-
mated cost savings and/or other advantages that  the company or
unit will derive should be included in this announcement.  Periodic
group meetings may be  a  good forum for announcing individuals'
efforts to control pollution in the company's daily operations.

Material Rewards

    Cash or merchandise  can be  awarded to individuals.  Estab-
lishing the award as a  set  percentage of  the estimated annual
savings  to be  realized by the company or production unit is one
way to highlight the concrete value of pollution prevention.
PUBLIC OUTREACH AND EDUCATION

    Employees can speak at meetings of community organizations
and  at  schools to  publicize  the  company's  pollution  prevention
progress.  Interviews with local media are  another way  to enhance
corporate image and to further emphasize to employees the impor-
tance of the program.
    Papers given at technical meetings and  articles  published  in
trade and  professional journals  are  additional  forms of positive
publicity.
    These  measures all  help to demonstrate that  the  company's
commitment to pollution  prevention is real.
 Maintaining the Pollution Prevention Program                                                   57

-------
                                                                         CHAPTER 6
                                                ECONOMIC ANALYSIS  OF
                               POLLUTION PREVENTION PROJECTS
    Although businesses may invest in pollution  prevention be-
cause it is the right thing to do or because it enhances their public
image, the viability of many prevention  investments rests on sound
economic  analyses.  In essence, companies will not invest in a
pollution  prevention project unless that project successfully  com-
petes with alternative investments.  The purpose of this chapter is
to explain  the  basic elements of  an  adequate cost accounting
system and how to conduct a comprehensive economic assessment
of investment options.
A  proposed pollution  prevention
option must compete with alterna-
tive investments.
TOTAL COST ASSESSMENT

    In  recent years industry and the EPA have begun to  leam a
great deal more about full evaluation of prevention-oriented invest-
ments.  In the first place, we have learned that business accounting
systems do  not usually track environmental costs so they can be
allocated to the particular  production  units that  created those
wastes.  Without this sort of information, companies tend to lump
environmental  costs  together  in  a single  overhead  account or
simply  add  them to other budget line items where they cannot be
disaggregated easily.   As a  result, companies  do not have the
ability  to identify those parts of their operations that cause the
greatest environmental expenditures or the products that are  most
responsible  for waste production.   This chapter  provides some
guidance on how accounting systems can be set up to capture this
useful information better.
    It has also  become apparent that economic  assessments  typi-
cally used for investment analysis may  not be adequate for pollu-
tion prevention projects.  For example, traditional analysis methods
do not  adequately address the  fact that many pollution prevention
measures will benefit a larger number of production areas than do
most other kinds of  capital investment   Second,  they  do not
usually  account for  the  full  range of  environmental expenses
companies often incur.  Third, they usually do not accommodate a
sufficiently  long time  horizon to  allow  full  evaluation of the
benefits of  many  pollution  prevention projects.   Finally,  they
provide no  mechanism for dealing  with the probabilistic nature of
pollution prevention benefits, many of which cannot be estimated
with a high degree of certainty.  This chapter provides  guidance on
how to overcome these problems as well.
Standard  accounting  systems do
not track environmental costs well.
Economic  analysis  of  pollution
prevention  projects is   complex
because they:
  • affect multiple areas
  • have long time horizons
  • have probabilistic benefits
58
                    Chapter 6

-------
    In recognition  of opportunities to accelerate  pollution pre-
vention, the U.S. EPA has funded  several studies to demonstrate
how economic  assessments and accounting systems can be  modi-
fied to improve the competitiveness of prevention-oriented  invest-
ments.  EPA calls this analysis  Total Cost Assessment (TCA).
There arc four elements of Total Cost Assessment:  expanded cost
inventory,  extended  time  horizon, use  of long-term  financial
indicators, and direct allocation of costs to processes and products.
The  first  three apply to feasibility  assessment, while the  fourth
applies to cost accounting.  Together these four elements will help
you to demonstrate the true costs  of pollution to your firm as well
as the net benefits of prevention.  In addition, they help you show
how  prevention-oriented  investments  compete  with company-
defined standards of profitability.  In sum, TCA provides substan-
tial benefits  for  pre-implementation  feasibility assessments (see
Chapter 2 on preliminary assessments and Chapter 3 on feasibility
analysis)  and  for  post-implementation project  evaluation (see
Chapter 4 on measuring progress.)
    The  remainder of this chapter summarizes the  essential char-
acteristics of TCA.   Much  of the information is  drawn from a
report recently prepared for the U.S. EPA by Tellus Institute.  (See
Appendix G for  the  full citation.)  The Tellus  report addresses
TCA  methodology  in much  greater detail than can be  provided
here and provides examples  of specific applications from the pulp
and paper industry.  The report also includes an extensive bibliog-
raphy on applying TCA  to  pollution prevention  projects.   In a
separate  but related  study  for the New  Jersey  Department  of
Environmental  Protection, Tellus analyzed TCA as it applies to
smaller and more varied industrial facilities.   A copy of this report
can  be  obtained  from  the  N.J. Department of  Environmental
Protection.
Elements  of Total  Cosi Assess-
ment:
 • expanded cos! inventory
 • extended time horizon
 • use of long-term indicators
 • allocation of costs by area
TCA methodology has  been  the
topic of several government stud-
ies.
EXPANDED COST INVENTORY

    TCA includes not only the direct cost factors that are part of
most project cost analyses but also indirect costs, many of which
do not apply to other types of projects.  Besides direct and indirect
costs, TCA includes cost factors  related to liability and to certain
"less-tangible" benefits.
    TCA is  a flexible tool that  can be adapted to your specific
needs  and circumstances.   A full-blown  TCA  will make  more
sense for some  businesses  than  for others.   In either case it  is
important to remember that  TCA can  happen  incrementally  by
gradually bringing each of  its elements  to the investment evalua-
tion process.  For example, while it may be  quite easy to obtain
information on direct costs, you may have more trouble estimating
some of the future liabilities and  less tangible costs.  Perhaps your
first effort should incorporate  all  direct costs and as many indirect
costs as possible.  Then you  might add those costs that are more
difficult to  estimate as increments to  the initial analysis, thereby
TCA analyzes
  * direct costs
  * indirect costs
  * liability costs
  * less tangible benefits
 Economic Analysis of Pollution Prevention Projects
                            59

-------
highlighting to management both their uncertainty and their impor-
tance.

Direct Costs

    For  most capital  investments,  the  direct cost factors  are  the
only ones considered when project costs are being estimated.   For
pollution prevention projects, this category may  be a net cost, even
though a number of the components  of the calculation will repre-
sent savings.  Therefore, confining  the cost analysis to direct costs
may lead to the incorrect  conclusion that pollution  prevention is
not a sound business investment.

Indirect Costs

    For  pollution prevention projects, unlike more familiar capital
investments, indirect costs  are likely  to represent a significant net
savings.   Administrative  costs, regulatory compliance costs  (such
as  permitting, recordkeeping,  reporting,  sampling,  preparedness,
closure/post-closure assurance), insurance costs, and  on-site waste
management and pollution control equipment operation  costs  can
be  significant. They are considered  hidden  in  the sense that they
are either allocated to  overhead rather than their source (production
process  or  product) or are  altogether omitted from the  project
financial analysis.   A necessary first step in including these costs
in an economic  analysis  is  to estimate and  allocate  them  to their
source.    See the  section  below  on Direct  Cost  Allocation  for
several ways to accomplish this.

Liability Costs

    Reduced  liability  associated  with pollution  prevention invest-
ments may also  offer significant  net  savings  to your  company.
Potential reductions in penalties, fines,  cleanup  costs,  and personal
injury and damage  claims  can make prevention investments more
profitable, particularly in the long run.
    In many  instances, estimating and allocating future  liability
costs is  subject to a high degree of uncertainty.   It may,  for exam-
ple, be  difficult to estimate liabilities  from  actions  beyond  your
control,  such  as  an  accidental spill by a waste hauler.  It may also
be  difficult to estimate future penalties and fines  that might arise
from noncompliance  with  regulatory  standards  that  do not  yet
exist.  Similarly, personal  injury and property damage claims  that
may  result  from consumer misuse,  from disposal of waste  later
classified as  hazardous,  or from  claims of accidental release of
hazardous waste after disposal are difficult to estimate.  Allocation
of  future liabilities to the products  or production processes also
presents practical difficulties  in  a cost assessment.   Uncertainty,
therefore, is a significant aspect of a cost assessment and one  that
top management may  be unaccustomed  to or unwilling to accept.
Direct Costs
Capital Expenditures
  •  Buildings
  •  Equipment and Installation
  •  Utility Connections
  -  Project Engineering
Operation and Maintenance
Expenses or Revenues
  •  Raw Materials
  •  Labor
  •  Waste Disposal
  •  Water and Energy
  •  Value of Recovered Material
Indirect Costs
Administrative Costs
Regulatory Compliance Costs
  •  Permitting
  •  Recordkeeping and Reporting
  •  Monitoring
  '  Manifesting
Insurance
Workman's Compensation
On-Site Waste Management
On-Site Pollution Control
  Equipment Operation
Liability Costs
Penalties
Fines
Personal Injury
Property Damage
Natural Resources Damage Clean-
up Costs
  • Superfund
  • Corrective Action
 60
                      Chapter 6

-------
    Some  firms  have  nevertheless  found  alternative  ways  to
address liability  costs  in project analysis.   For example, in the
narrative  accompanying  a  profitability  calculation,  you  could
include a calculated estimate of liability reduction, cite a penalty or
settlement that may be  avoided (based on a claim against a similar
company using a similar process), or qualitatively indicate without
attaching dollar  value the reduced liability risk associated with the
pollution  prevention  project.    Alternatively,  some firms  have
chosen to loosen the financial performance requirements of their
projects  to  account for  liability reductions.   For  example, the
required payback period can  be lengthened from  three to four
years,  or the required  internal  rate of return  can be  lowered  from
15  to  10  percent.   (See  the U.S.  EPA's  Pollution Prevention
Benefits Manual, Phase //,  as  referenced in Appendix G, for sug-
gestions on formulas that may be useful  for incorporating  future
liabilities into the cost  analysis.)

Less-Tangible Benefits

    A  pollution  prevention project  may  also  deliver  substantial
benefits from an  improved product  and company image  or from
improved employee health.   These  benefits,  listed in the cost
allocation section of this  chapter, remain largely unexamined in
environmental  investment  decisions.   Although  they  are  often
difficult  to measure, they  should be incorporated  into the assess-
ment whenever  feasible.  At the very least,  they should be  high-
lighted for managers after presenting the  more  easily quantifiable
and allocatable costs.
    Consider  several  examples.   When  a  pollution  prevention
investment improves product performance  to the  point that the new
product can  be  differentiated  from  its  competition,  market  share
may increase.   Even  conservative estimates of this increase can
incrementally improve  the  payback from  the pollution  prevention
investment.   Companies similarly  recognize  that the development
and marketing of so-called  "green products"  appeals to  consumers
and increasingly appeals to intermediate purchasers who are  inter-
ested  in incorporating  "green" inputs into their  products.  Again,
estimates of potential increases in sales can be added to the analy-
sis. At the very least, the improved profitability  from adding these
less-tangible  benefits to the analysis should be  presented to  man-
agement alongside the more easily  estimated costs  and  benefits.
Other  less  tangible benefits may be more  difficult to quantify, but
should  nevertheless be  brought  to management's attention.   For
example, reduced health maintenance costs, avoided  future regula-
tory costs, and  improved  relationships  with  regulators  potentially
affect  the bottom line of the assessment.
    In time,  as  the movement toward green  products and  compa-
nies grows,  as  workers  come to expect  safer  working  environ-
ments, and  as  companies  move  away  from simply reacting to
regulations and toward  anticipating and addressing the environmen-
tal  impacts  of   their  processes  and products,  the   less  tangible
Less-Tangible Benefits
Increased Sales Due to
 • improved product  quality
 • enhanced company image
 • consumer trust in  green prod-
   ucts
Improved Supplier-Customer
 Relationship
Reduced Health Maintenance
 Costs
Increased Productivity Due to
 Improved Employee Relations
Improved Relationships with
 Regulators
"We  wanted to make a  major
effort to show that industry in the
U.S.  can  simultaneously  attack
and solve environmental problems
while  improving  both products
and profitability."
   — John  Dudek,  value analysis
   manager at Zytec, as quoted in
   Perspectives  on   Minnesota
   Waste Issues, January-Febru-
   ary, 1992.
Economic Analysis of Pollution Prevention Projects
                            61

-------
aspects  of pollution  prevention  investments  will  become more
apparent.
EXPANDED TIME HORIZON
    Since many of the liability and less-tangible benefits of pollu-
tion prevention will occur over a long period of time, it is impor-
tant that an economic assessment look at a long time  frame, not
the three to five years  typically  used  for other types of projects.
Of course, increasing the time frame increases the uncertainty of
the cost factors used in the analysis.
Many of the benefits of pollution
prevention accrue over long peri-
ods of time.
LONG-TERM FINANCIAL INDICATORS

    When making pollution prevention decisions, select long-term
financial indicators that account for:
    *    all cash flows during the project
         the time value of money.
Three commonly used financial indicators meet these criteria;  Net
Present  Value  (NPV) of  an investment,  Internal Rate of Return
(IRR),  and  Profitability Index  (PI).   Another  commonly  used
indicator, the Payback Period,  does not meet  the  two  criteria
mentioned above and should not be used.
    Discussions on using these and other indicators will be found
in economic analysis texts.
Net Present  Value, Internal Rate
of Return, and Profitability Index
are useful financial indicators.
DIRECT ALLOCATION OF COSTS
    Few companies allocate environmental costs  to  the products
and processes that produce these costs.  Without direct allocation,
businesses  tend to lump these  expenses into a  single overhead
account or simply add them to other budget line items where they
cannot be disaggregated easily. The result is an accounting system
that is incapable of (1) identifying  the products or processes most
responsible  for  environmental   costs,  (2)  targeting  prevention
opportunity assessments and  prevention investments to the high
environmental cost products and processes,  and  (3) tracking  the
financial savings of a chosen prevention investment.  TCA  will
help you remedy each of these deficiencies.
    Like much of the  TCA method, implementation of direct cost
allocation should be flexible and tailored to the specific needs of
your company. To help you evaluate the options available to you,
the discussion below introduces three  ways of thinking about
allocating your costs:  single pooling, multiple pooling, and service
centers.  The discussion is meant as general guidance and explains
some  of the advantages  and  disadvantages  of  each  approach.
Please see other EPA  publications (such as those  listed in  Appen-
Developing a pollution prevention
program may well provide the first
real understanding of the costs of
polluting.
Three  methods  of  direct   cost
allocation:
   •    single pooling
        multiple pooling
   m    service centers
62
                     Chapter 6

-------
dix G), general  accounting texts, and Financial specialists for more
detail.
Single Pool Concept

    With the  single  pool method, the  company  distributes  the
benefits  and  costs of pollution prevention across all of its products
or services.  A general overhead or administrative cost is included
in all transactions.
    Advantages.  This is the easiest accounting method to put into
use.  All  pollution costs are included  in  the  general  or admin-
istrative  overhead  costs that most companies already have, even
though they  may not be itemized as pollution costs.  It may there-
fore not be a change in  accounting methods but rather an adjust-
ment in  the  overhead rate.  No detailed accounting or tracking of
goods is needed. Little additional administrative burden is incurred
to report the benefits of pollution prevention.
    Disadvantages.   If  the company has  a diverse product  or
service  line, pollution costs  may be  recovered from  products  or
services  that do not contribute to the pollution.  This has the effect
of inflating the costs of those products or services unnecessarily.
It also obscures the benefits  of pollution prevention to the people
who have the opportunity  to make it successful  — the  line manager
will not  see  the effect of preventing or failing to prevent pollution
in his area of responsibility.

Multiple Pool Concept

    The next level of detail in the accounting process is  the multi-
ple pool concept, wherein pollution prevention benefits or costs are
recovered at the department or other operating unit level.
    Advantages.   This approach ties  the  cost  of pollution more
closely  to the responsible  activity and  to the people responsible for
daily implementation. It is also easy to apply within an accounting
system that is already set up for departmentalized accounting.
    Disadvantages.   A disparity may still  exist between respon-
sible  activities and the cost of pollution.  For example, consider a
department that produces parts for many outside companies. Some
customers  need standard parts,  while  others require  some special
preparation of the  parts.   This special preparation produces pollu-
tion.  Is it reasonable to  allocate the benefit or cost for this pollu-
tion prevention project across all of the parts produced?

Service  Center Concept

    A much more  detailed level  of accounting is the service center
concept.   Here,  the benefits  or costs  of pollution prevention are
allocated to only those activities that are directly responsible.
    Advantages.   Pollution costs are accurately tied to the genera-
tor.  Theoretically, this  is  the  most  equitable  to all products or
services produced.  Pollution costs can be identified as direct costs
Single  pool  accounting  is  the
easiest method, but  it does  not
point  up  the  effects  of action
within a given area.
Multiple  pool accounting comes
closer to tracking responsibility.
Service center accounting applies
costs or benefits  to  the  activities
that are directly responsible.
Economic Analysis of Pollution Prevention Projects
                             63

-------
on the appropriate  contracts and not buried in the  indirect costs,
affecting competitiveness on other contracts.  Pollution costs are
more accurately  identified, monitored and managed.   The direct
benefits  of pollution  prevention  are  more  easily  identified  and
emphasized at the operational level.
    Disadvantages.  Considerable effort may be required  to track
each product, service, job, or contract and to recover the applicable
pollution surcharges.   Added administrative costs may be  incurred
to implement and  maintain the system.   It may be  difficult to
identify the costs of pollution when pricing an  order or bidding on
a new contract.  It may be  difficult to identify responsible activities
under  certain circumstances  such as  laboratory services where
many small volumes of waste are generated on  a seemingly contin-
ual basis.
SUMMARY

    Environmental  costs have been rising steadily  for many years
now.  Initially, these costs did not seem to have a major impact on
production.   For this reason,  most companies simply added these
costs to an aggregate overhead account, if they tracked them at all.
The tendency of companies to  treat environmental costs as over-
head and  to  ignore many  of the direct, indirect, and less-tangible
environmental costs (including future liability) in their investment
decisions has driven the development of TCA.
    Expanding your cost inventor}' pulls into your assessments a
much wider array of environmental costs and benefits.   Extending
the time horizon, even  slightly, can improve the  profitability of
prevention investments substantially, since  these investments tend
to have somewhat longer payback  schedules.  Choosing long-term
financial  indicators,  which  consistently  provide  managers  with
accurate and comparable  project  financial  assessments,  allows
prevention oriented investments to  compete successfully  with other
investment options.  Finally, directly allocating costs to processes
and products enhances your ability  to target prevention investments
to high environmental cost areas,  routinely  provides the informa-
tion needed to do TCA analysis, and allows managers to track the
success of prevention investments.   Overall, the TCA method  is a
flexible tool, to be  applied incrementally,  as  your company's needs
dictate.
TCA  is  an increasingly  valuable
tool as the business costs  of pollu-
tion continue to rise.
64
                     Chapter 6

-------
                                                                       CHAPTER 7
                                                                      DESIGNING
                                                        ENVIRONMENTALLY
                                                COMPATIBLE PRODUCTS
    Environmentally  compatible  products minimize the adverse
effects  on  the environment resulting from their manufacture, use,
and disposal.  The environmental impact of a product is to a large
extent determined during its design phase.  By taking environmen-
tal  considerations  into account  during product planning,  design,
and development, your company can minimize the negative impact
of your products on the environment.
    Design changes made to prevent pollution should  be imple-
mented in such a manner that the quality or function of the product
is  not  affected  adversely.   Design for the  environment  can  be
achieved by the people directly involved, within the framework of
company  policy and  with support from  company management,
whether or not in response to incentives external to the company.
    The process of looking at all aspects  of product design from
the preparation of  its  input materials to the end of  its  use is life-
cycle assessment.  A  life-cycle  assessment of  the product design
evaluates the types and quantities of product inputs, such as ener-
gy, raw materials, and water, and of product outputs, such as atmo-
spheric emissions,  solid and  waterborne wastes, and the end-prod-
uct.
What are environmentally compat-
ible products?
Compatibility  can be  integrated
with other design concerns.
STAGES IN LIFE-CYCLE ASSESSMENT

    In  1990, the U.S. EPA sponsored  an  international pollution
prevention conference on "clean" technologies and products.  The
introduction to the published proceedings (see Appendix G)  pro-
vides the following overview.
    "Life-cycle assessment is a snapshot of inputs and outputs.  It
can be  used as an objective technical tool to identify and evaluate
opportunities to reduce the  environmental impacts associated  with
a specific product, process, or activity.  This tool can also be used
to evaluate the effects  of  various  resource management  options
designed to create sustainable systems. Life-cycle assessment takes
a holistic approach by analyzing the entire life cycle ... encompass-
ing extraction  and processing  (of)  raw materials; manufacturing,
transportation,  and  distribution;  use/reuse/maintenance;  recycling
and composting; and  final disposal.
Life-cycle  assessment looks at all
inputs and outputs of a product
during its  life cycle.
                                                                                       65

-------
    "The three components of a life-cycle  assessment include (1)
the identification and quantification of energy and resource use and
waste emissions (inventory  analysis);  (2)  the  assessment  of the
consequences  those  wastes  have  on  the  environment  (impact
analysis); and  (3) the evaluation and implementation of opportuni-
ties to effect environmental improvements (improvement analysis).
The life-cycle assessment is  not necessarily a linear or stepwise
process.   Rather,  information from any of the components can
complement  information  from  the other  two.    Environmental
benefits can be realized from each component of the  assessment
process.  For example, the inventory alone may be  used to identi-
fy opportunities for  reducing emissions, energy consumption,  or
material use.  Impact  analysis typically identifies the  activities
with greater and lesser  environmental effects,  while the improve-
ment analysis helps ensure  that any potential reduction strategies
are optimized and that improvement programs do not  produce
additional,  unanticipated adverse impacts to  human  health and the
environment."
The  three  phases  of  life-cycle
assessment:
   *    Inventory analysis
   •    Impact analysis
   *    Improvement analysis
GOALS OF PRODUCT DESIGN OR REDESIGN

    When beginning to look at product design or redesign to make
it environmentally compatible, the first step is to define the goals.
When redesigning an existing product, goals will involve modify-
ing those aspects of its performance that are judged environmental-
ly unacceptable and that can be improved.  Aspects that should be
examined include whether it uses a scarce  input material, contains
hazardous substances, uses too  much  energy, or  is not readily
reused or recycled.  These environmental criteria  can be added to
the initial program of requirements for the product, such  as quality,
customer acceptance, and production price.
    The goals of new product design can  be reformulation and a
rearrangement of the products' requirements  to incorporate envi-
ronmental considerations.   For example, the new  product can be
made out of renewable resources, have an energy-efficient manu-
facturing process, have a long life,  be non-toxic  and be easy to
reuse or recycle.  In  the design of a new  product, these environ-
mental considerations can become an integral part of the program
of requirements.
    J. C. van Weenan describes product design and redesign from
the environmental impact perspective in his book Waste Preven-
tion: Theory and Practice.   (See Appendix  G for the  full refer-
ence.)
    In both  the  redesign  of existing products and the  design of
new products, the methods  applied and the  procedure followed win
be  affected  by additional environmental requirements.  These  new
environmental criteria will  be  added  to  the list of traditional crite-
ria.  Box 21 lists some environmental criteria for product design.
Identify  the aspects of a product
(hat have environmental impact.
66
                     Chapter 7

-------
                                        Environmentally
                                      L Compatible Product
                                             Design

                                            	T—
                                           Definition
                                           Criteria
                                           Prlorltlzatlon
                                            Program
                                          Requirements
                 Improve the
                 Influence of
                 the Product
                   Upon the
                 Environment
 Minimize the
  Influence of
  the Product
   Upon the
 Environment
                                             Internal
                                            Company
                                            Evaluation
                  Redesigned
                   Product
Newly Designed
    Product
1

Environmentally
Compatible Product
   •External Evaluation Factors:

         • Product Policy

         * Product Life Cycle Assessment

         * Eco-Labe) Program

         * Genera! Perception

         * Market Conditions

         * Consumer Organizations

         * Design Organizations
   Adapted From: Dr. J. C. van Weenan, IDES, University of Amsterdam, February 18,1991.
           Figure 5. Schematic Representation of the "Eco-Product" Design Process
Designing Environmentally Compatible Products
                       67

-------
    Environmental criteria to consider in designing products:

             Use renewable natural resource materials.
        •    Use recycled material.
             Use fewer toxic solvents or replace solvents with an alternative material (e.g., use
             bead blasting instead of solvents for paint removal).
        •    Reuse scrap and excess material.
        •    Use water-based inks instead of solvent-based ones.
        •    Produce combined or condensed products that reduce packaging requirements.
             Produce fewer integrated units (i.e., more replaceable component parts).
             Minimize product filler and packaging.
        •    Produce more durable products.
        •    Produce goods and packaging reusable by the consumer.
             Manufacture recyclable final products.
                                                                                  Box 21
    The design process in Figure 5 shows a schematic representa-
tion of van Weenan's (1990) design of environmentally compatible
products.
68                                                                                    Chapter 7

-------
                                                                        CHAPTER 8
                                                 ENERGY  CONSERVATION
                                        AND POLLUTION PREVENTION
    Energy conservation and pollution prevention  are complemen-
tary activities.   That  is, actions  that conserve energy reduce the
quantity of wastes produced by  energy-generating processes,  and
actions that reduce  production process wastes lower  the expendi-
ture of energy for waste handling and treatment.
Energy conservation goes hand-in-
hand with pollution prevention.
PREVENTING POLLUTION BY CONSERVING ENERGY

    Nearly  all energy  used in the United  States  is generated by
processes that consume materials and create wastes that pollute the
environment if released directly.  These wastes require treatment or
the even less satisfactory measure of long-term containment.

Wastes Produced by Energy Generation

    Fossil fuel and  nuclear power generation create a variety  of
wastes.   The  gaseous and paniculate  byproducts  of fossil fuel
combustion include carbon dioxide, carbon monoxide, and nitrogen
and sulfur oxides.  The processes used  to treat these gases  create
other  wastes.  The use  of nuclear energy  presents  the risk  of
accidental release of radioactive gases.
    Water used in generating energy from  fossil fuels is contami-
nated  with the chemicals  used to control  scale and corrosion.
Before discharge,  the water  must be  treated to  remove  these
contaminants.  The water used in nuclear power plants can become
contaminated  accidentally, requiring that it  be disposed of in  a
secure site.
    Burning fossil fuels creates solid waste in the  form of ash and
slag.  In addition, the  treatment of waste gases and water causes
the formation of solid  waste.   Waste nuclear fuel is another form
of solid waste resulting from energy production.

Ways to  Conserve Electrical and Thermal Energy

    Production facilities consume enormous amounts of electricity
in both  their production processes  and the  operation  of their
facilities.   Aside from  environmental  considerations, the rapid
increase  in the cost of electricity provides a strong motivation to
conserve its use.  Box 22 lists several ways to conserve electricity.
Wastes are produced in almost all
energy-generating activities.
Consumption of electricity is a
major cost for most facilities.
                                                                                        69

-------
    Your company can conserve electricity by;

             Implementing housekeeping measures such as turning off equipment and
             lights when not in use.
         •    Placing cool air intakes and air-conditioning units in cool, shaded locations.
         •    Using more efficient heating and refrigeration units.
             Using more efficient motors,
         •    Eliminating leaks in compressed air supply lines.
             Improving lubrication practices for motor-driven equipment.
             Using energy-efficient power transfer belts.
             Using fluorescent lights and/or lower wattage lamps or ballasts.
             Installing timers and/or thermostats to better control heating and cooling.
                                                                                  Box 22
    Combustion of fossil  fuels in primary heat sources such as
boilers or fired heaters provides a major source of heat input to
industrial processes.  Thermal energy can be  conserved  by taking
care to prevent its loss during transport from the combustion site to
the specific  processes where  it is used.  Box 23 lists some mea-
sures  that can be taken to conserve thermal energy as it is trans-
ported and used.  It may also be possible to recover and use heat
generated by production processes.
    You can reduce loss with thermal energy conservation by:

             Adjusting burners for optimal air/fuel ratio.
         *    Improving or increasing insulation on heating or cooling lines.
             Instituting regular maintenance to reduce leakage and stop steam trap bypass.
             Improving the thermodynamic efficiency of the process by options such as:

             —   Using condensers or regenerative heat exchanger to recapture heat.
             —   Using heat pumps or similar equipment to recover heat at distilla-
                  tion columns.
             —   Using more efficient heat exchangers.
             —   Using cogeneration of electricity and steam.
                                                                                  Box 23
CONSERVING ENERGY THROUGH
POLLUTION PREVENTION

    Energy  consumption  is  reduced when  waste  generation  is
controlled.    Treating  and transporting  pollutants  represents an
enormous drain on the energy reserves of the United  States.
70                                                                                   Chapter 8

-------
    Pollution prevention activities result in  improved efficiency of
resource use, with a consequent reduction in the amount of energy
required to process input materials.  For example,  reuse of metals
such as copper or aluminum requires considerably less energy than
is  expended  in extracting and processing  the ores.   Additional
savings in energy can be realized by reducing the amount of metal
used in a production process, thereby saving on energy required to
recover the metal.
    Two books listed in Appendix G deal specifically with facility
energy conservation (Glasstone; Hu).  They  provide information on
conducting energy audits, identifying conservation alternatives, and
other topics  related to  improving  the  efficiency  of energy use
within a facility.
 Energy Conservation and Pollution Prevention                                                    71

-------
                                                                          APPENDIX A
                                                   POLLUTION  PREVENTION
                                                                      WORKSHEETS
    The worksheets in this appendix were designed to be useful at various points in the development
of a pollution prevention program.  Table A-l lists the worksheets and describes the purpose of each.
    Since these worksheets are  intentionally  generic, you may decide to redesign some or all of them
to be more specific  to your  facility once  you have  your program  underway.   The  checklists in
Appendix B  contain  information  that you  may  find  helpful in deciding how  to customize  these
worksheets to fit your situation.   Appendix C contains examples  of worksheets as  they  might be
customized for a pharmaceutical company.

                   Table A-l.  List of Pollution Prevention Assessment Worksheets
 Phase
Number and Title
Purpose/Remarks
       1.  Assessment Overview

 Assessment Phase

       2.  Site Description


       3.  Process Information


       4.  Input Materials Summary



       5.  Products Summary


       6.  Waste Stream Summary


       7.  Option Generation


       8.  Option Description


 Feasibility Analysis Phase

       9.  Profitability
                      Summarizes the overall program.
                      Lists background information about the facility, including location,
                      products, and operations.

                      This is a checklist of process information that can be collected before
                      the assessment effort begins.

                      Records input material information for a specific production or process
                      area.  This includes name, supplier, hazardous component or prop-
                      erties, cost, delivery and shelf-life information, and possible substitutes.

                      Identifies  hazardous components, production rate, revenues, and other
                      information about products.

                      Summarizes the information collected for several waste streams.  This
                      sheet can  be used to prioritize waste streams to assess.

                      Records options proposed during brainstorming or nominal group tech-
                      nique sessions.  Includes the rationale for proposing each option.

                      Describes and summarizes information about a proposed option.  Also
                      notes approval of promising options.
                      This worksheet is used to identify capital and operating costs and to
                      calculate the payback period.
                                                                                             73

-------
  Firm _

  Site _

  Date
       Pollution Prevention
    Assessment Worksheets
Proj. No.
Prepared  By

Checked  By

Sheet      of
                                                                                             	of	   Page .
of
     WORKSHEET
           1
                                             ASSESSMENT OVERVIEW
                                               E»tabll»h the Pollution Prevention Program
                                                      • Ewcutw Level Decition
                                                      • Policy Statement
                                                      • Contensus Bulking

                                                          Organize Program
                                                          • Name Task Force
                                                          • State Goals
                                                       Do Preliminary A»e*ament

                                                          • Collect Data
                                                          • Review Sites
                                                          • Establish Priorities
                                                          Write Program Plan

                                                         Consider External Groups
                                                         Define Objectives
                                                        ' Identity Potential Obstacles
                                                        • Develop Schedule
                                                        Do Detailed AtMUment

                                                    1 Name Assessment Team(s)
                                                    1 Review Data and Site(s)
                                                    • Organize and Document Information
                                                   Define Pollution Prevention Optlona
                                                          • Propose Options
                                                          • Screen Options
                                                         Do Feasibility Analyaes

                                                            • Technical
                                                            • Environmental
                                                            • Economic
                                                        Write Asaeument Report
'

Implement the Plan
• Selecl Projects
• Obtain Fuming
- Install
                                                           Measure Progrea*

                                                           • Acquire Data
                                                           • Analyze Results
                                                                 1
                                              I    Maintain Pollution Prevention Program    J
74
                                                                     Appendix A

-------
 Firm _
 Site _
 Date
     Pollution Prevention
   Assessment Worksheets
Proj.  No.
Prepared By	
Checked By 	
Sheet	of	  Page	of
   WORKSHEET
        2
   SITE DESCRIPTION
 Firm:
 Plant:
 Department:
 Area:
 Street Address:
 City:
 State/Zip Code:
 Telephone: (    )
 Major Products:
  SIC Codes:
  EPA Generator Number:
  Major Unit:
  Product or Service:
  Operations:
  Facilities/Equipment Age:
Pollution Prevention Worksheets
                                                                75

-------
Firm . A,
Site
Pollution Prevention
isessment Worksheets
Date Proi. No.


WORKSHEET PROCESS INFORMATION

Pre
Ch
Sh



oared Bv
ecked Bv
eet of Paae of


Process Unit/Operation:
Operation Type: D Continuous Q Dis
D Batch or Semi-Batch D Git*

Document
Process Flow Diagram
Material/Energy Balance
Design
Operating
Flow/Amount Measurements
Stream



Analyses/Assays
Stream



Process Description
Operating Manuals
Equipment List
Equipment Specifications
Piping and Instrument Diagrams
Plot and Elevation PJan(s)
Work Flow Diagrams
Hazardous Waste Manifests
Emission Inventories
Annual/Biennial Reports
Environmental Audit Reports
Permit/Permit Applications
Batch Sheet(s)
Materials Application Diagrams
Product Composition Sheets
Material Safety Data Sheets
Inventory Records
Operator Logs
Production Schedules

crete
er


Status
Complete?
(Y/N)


































Current?
(Y/N)


































Last
Revision


































Jsed in this
Report (Y/N)


































Document
Number


































.ocation


































76
                                                                                Appendix A

-------
p
Firm A««
Site
dilution Prevention
essmartt Worksheets
Date Proi. No.
Prepared Bv
Checked Bv
Sheet of Psae of


WORKSHEET INPUT MATERIALS SUMMARY
	 , 	 	 	


Attribute
Name/ID
Source/Supplier

Component/Attribute of Concern

Annual Consumption Rate
Overall
Component(s) of Concern

Purchase Price, $ per
Overall Annual Cost

Delivery Mode1
Shipping Container Size & Type2
Storage Mode3
Transfer Mode*
Empty Container Disposal Management8
Shelf Life
Supplier Would
— accept expired material? (Y/N)
— accept shipping containers? (V/N)
— revise expiration date? (Y/N)
Acceptable Substitute^, if any
Alternate Suppliers)


Description
Stream No.

























Stream No.

























Stream No.

























Notes: 1. e.g., pipeline, tank car, 100 bbl tank truck, truck, etc.
2. e.g., 55 gal drum 100 Ib paper bag, tank, etc.
3. e.g., outdoor, warehouse, underground, aboveground, etc.
4. e.g., pump, forklift, pneumatic transport, conveyor, etc.
5. e.g., crush and landfill, clean and recycle, return to supplier, etc.
Pollution Prevention Worksheets
77

-------
Pi
Firm a««
Site
jUutlon Prevention
Bjsment Worksheets
Date Proi. No.
Prepared By
Checked By
Sheet of Paae of


WORKSHEET PRODUCTS SUMMARY
	 	 	


Attribute
Name/ID

Component/Attribute of Concern

Annual Production Rate
Overall
Component(s) of Concern

Annual Revenues, $

Shipping Mode
Shipping Container Size & Type
Onsite Storage Mode
Containers Returnable (Y/N)
Shelf Life
Rework Possible (Y/N)
Customer Would
— relax specification (Y/N)
— accept larger containers !Y/N)








Description
Stream No,


























Stream No,


























Stream No.


























78
                                                                                Appendix A

-------
Pollut
Firm , A»*e*sr
Site
Date Proj. No.
on Prevention
nent Worksheets
Prepared Bv
Checked Bv
Sheet of Paae of


WORKSHEET WASTE STREAM SUMMARY
6. ,. ... .^_ ...... ..... ...


Waste ID/Name:
Source/Origin
Component or Property of Concern
Annual Generation Rate (units I
Overall
Component(s) of Concern


Cost of Disposal
Unit Cost (5 per: )
Overall (per year)

Method of Management1

Relative
Priority Rating Criteria2 Wt. (W)
Regulatory Compliance
Treatment/Disposal Cost
Potential Liability
Waste Quantity Generated
Waste Hazard
Safety Hazard
Minimization Potential
Potential to Remove Bottleneck
Potential By-product Recovery
Sum of Priority Rating Scores
Priority Rank

Description
Stream No.














Rating
(R) R x W









I(RxW)

Stream No.














Rating
(R) R x W









I(RxW)

Stream No.














Rating
(R) R x W









I(RxW|

Notes: 1. For example, sanitary landfill, hazardous waste landfill, on-site recycle, incineration, combustion
with heat recovery, distillation, dewatering, etc.
2. Rate each stream in each category on a scale from 0 (none) to 10 (high).
Pollution Prevention Worksheets
79

-------
Pollution Prevention
Firm A«,of tmont w0rir
-------
Firm _

Site _

Date
         Pollution Prevention
       Assessment Worksheets
    Proj, No.
                 Prepared By

                 Checked By

                 Sheet	of
	of	  Page
of
   WORKSHEET
        8
     OPTION DESCRIPTION
 Option Name:
 Briefly describe the option;
 Waste Stream(s) Affected:
 Input Material(s) Affected:
 Produces) Affected:
 Indicate Type:        D  Source Reduction
                          	Equipment-Related Change
                          	Personnel/Procedure-Related Change
                          	Materials-Related Change
                       D  Recycling/Reuse
                          	Onsite
                          	Off site
               Material reused for original purpose
               Material used for a lower-quality purpose
               Material sold
 Originally proposed by:

 Reviewed by:	
                                    Date:

                                    Date:
  Approved for study?
.Yes,
. no   By:_
  Reason for Acceptance or Rejection .
Pollution Prevention Worksheets
                                                                     81

-------
 Firm .
 Site _
 Date
     Pollution Prevention
   Assessment Worksheets
Proj. No.
Prepared By	
Checked By 	
Sheet	of	  Page .
.of.
   WORKSHEET
        9
     PROFITABILITY
 Capita! Costs
      Purchased Equipment
      Materials	
      Installation
      Utility Connections
      Engineering	
       Start-up and Training
       Other Capital Costs _
             Total Capital Costs
  Incremental Annual Operating Costs
       Change in Disposal Costs	
       Change in Raw Material Costs ,
       Change in Other Costs	
  Payback Period (in years)
              Annual Net Operating Cost Savings	

                                   Total Capital Costs
                            Annual Net Operating Cost Savings
82
                                                       Appendix A

-------
                                                                      APPENDIX B
                                   INDUSTRY-SPECIFIC  CHECKLISTS
    This appendix tabulates information that may be helpful to you if you decide to customize the
worksheets in Appendix A  for your own company's needs.  Some ideas for achieving pollution
prevention through good operating practices are shown in Table 1.  Approaches  to pollution prevention
in material receiving, raw material and product storage, laboratories, and maintenance areas are shown
in Table 2.  Information in these two tables can apply to a wide range of industries.  Industry-specific
checklists for five example industries are presented in Tables  3 through 7.  See Appendix G for a list
of publications that provide industry-specific information related to pollution prevention.  The tables
contained within this appendix are as follows:

            Table 1.  Pollution Prevention Through Good Operating Practices
            Table 2.  Checklist for All Industries
            Table 3.  Checklist for the Printing Industry
            Table 4.  Checklist for the Fabricated Metal Industry
            Table 5.  Checklist for the Metal Casting Industry
            Table 6.  Checklist for the Printed Circuit  Board Industry
            Table 7.  Checklist for the Coating Industry
                                                                                       83

-------
              Table 1.  Pollution Prevention Through Good Operating Practices
  Good Operating Practice
                       Program Ingredients
Waste Segregation
Preventive Maintenance
Programs
Training/Awareness-
Building Programs
Effective Supervision
 Employee Participation
Prevent mixing of hazardous wastes with nonhazardous wastes

Store materials in compatible groups

Segregate different solvents

Isolate liquid wastes from solid wastes

Maintain equipment history cards on equipment location, characteris-
tics, and maintenance

Maintain a master preventive maintenance (PM) schedule

Keep vendor maintenance manuals handy

Maintain a manual or computerized repair history file

Provide training for

    -  Operation of the equipment to minimize energy use and material
      waste

    -  Proper materials handling to reduce waste and spills

    -  Emphasize importance of pollution prevention by explaining the
      economic  and environmental ramifications of hazardous waste
      generation and disposal

    -  Detecting and minimizing material loss to air, land, or water

    -  Emergency procedures to minimize lost materials during acci-
      dents

Closer supervision may improve production efficiency and reduce
inadvertent waste generation

Centralize  waste management.  Appoint a safety/waste management
officer for each department. Educate staff on the benefits of pollution
prevention. Establish pollution prevention goals.  Perform pollution
prevention assessments.

"Quality circles" (free forums between employees and supervisors) can
identify ways to reduce waste

Solicit and reward employee suggestions for waste reduction ideas
84
                                                        Appendix B

-------
                                     Table 1.  (Continued)
  Good Operating Practice                            Program Ingredients

Production Scheduling/Plan-  Maximize batch size to reduce clean out waste

                             Dedicate equipment to a single product

                             Alter batch sequencing to  minimize cleaning frequency (light-to-dark
                             batch sequence, for example)

Cost accounting/             Charge direct and indirect costs of all air, land, and water discharges to
Allocation                   specific processes or products

                             Allocate  waste treatment and disposal costs to the operations that
                             generate  the waste

                             Allocate  utility  costs to specific processes or products
Industry-Specific Checklists                                                                       85

-------
                             Table 2.  Checklist for All Industries
           Waste Origin/Type
      Pollution Prevention and Recycling Methods
Material Receiving/
   Packaging materials, off-spec materi-
   als, damaged container, inadvertent
   spills, transfer hose emptying
Raw Material and Product Storage/
   Tank bottoms; off-spec and excess
   materials; spill residues; leaking
   pumps, valves, tanks, and pipes; dam-
   aged containers; empty containers
Use "Just-in-Time" ordering system.
Establish a centralized purchasing program.
Select quantity and package type to minimize packing
   waste.
Order reagent chemicals in exact amounts.
Encourage chemical suppliers to become  responsible
   partners (e.g., accept outdated supplies).
Establish an inventory control program to trace
   chemical from cradle to grave.
Rotate chemical stock.
Develop a running inventory of unused chemicals for
   other departments' use.
Inspect  material before accepting a shipment.
Review material procurement specifications.
Validate shelf-life expiration dates.
Test effectiveness of outdated material.
Eliminate  shelf-life requirements for stable  compounds.
Conduct frequent inventory checks.
Use computer-assisted plant inventory system.
Conduct periodic materials tracking.
Properly label all containers.
Set up staffed control points to  dispense chemicals
   and collect wastes.
Buy pure  feeds.
Find less critical uses for off-spec material (that
   would  otherwise be disposed).
Change to reusable shipping containers.
Switch  to less hazardous raw material.
Use  rinsable/recyclable drums.

Establish  Spill Prevention,  Control, and Countermeasures
(SPCC) plans.
Use  properly designed tanks and vessels  only for their
   intended purposes.
Install overflow alarms for all tanks and  vessels.
Maintain physical integrity of all tanks and vessels.
Set up written procedures for all loading/unloading
   and  transfer operations.
Install secondary containment areas.
Instruct operators to  not bypass interlocks,  alarms, or
   significantly alter setpoints without authorization.
Isolate  equipment or process lines  that leak or are not
   in service.
Use sealless pumps.
86
                                             Appendix B

-------
                                     Table 2.  (Continued)
           Waste Origin/Type
      Pollution Prevention and Recycling Methods
Raw Material and Product Storage/
   (Continued)
 Laboratories/
   Reagents, off-spec chemicals, samples,
   empty sample and chemical containers
Use bellows-seal valves.
Document all spillage.
Perform overall materials balances and estimate the
  quantity and dollar value of all losses.
Use floating-roof tanks for VOC control.
Use conservation vents on fixed roof tanks.
Use vapor recovery systems.
Store containers in such a way as to allow for visual
  inspection for corrosion and leaks.
Stack containers in a way to minimize the chance of
  tipping, puncturing, or breaking.
Prevent concrete "sweating" by raising the drum off
  storage pads.
Maintain Material Safety Data Sheets to ensure correct
  handling of spills.
Provide adequate lighting in the storage area.
Maintain a clean, even surface in transportation areas.
Keep aisles clear of obstruction.
Maintain distance between incompatible chemicals.
Maintain distance between different types of chemicals to
  prevent cross-contamination.
Avoid stacking containers against process equipment.
Follow manufacturers'  suggestions on the storage and
  handling of all raw materials.
Use  proper insulation of electric circuitry and inspect
  regularly  for corrosion and potential sparking.
Use  large containers for bulk storage whenever possible.
Use  containers with height-to-diameter ratio equal  to one
  to minimize wetted area.
Empty drums and containers thoroughly before cleaning
  or disposal.
Reuse scrap paper for note pads; recycle paper.

Use  micro  or semi-micro analytical techniques.
Increase use of instrumentation.
Reduce or eliminate the use of highly toxic chemicals in
  laboratory experiments.
Reuse/recycle spent solvents.
Recover metal from  catalyst.
Industry-Specific Checklists
                                                     87

-------
                                    Table 2.  (Continued)
           Waste Origin/Type
      Pollution Prevention and Recycling Methods
Laboratories (Continued)
Operation and Process Changes
   Solvents, cleaning  agents, degreasing
   sludges, sandblasting waste, caustic,
   scrap metal, oils, greases from equip-
   ment cleaning
Operation and Process Changes
   Sludge and spent acid from heat ex-
   changer cleaning
Treat or destroy hazardous waste products as the last
   step in experiments.
Keep individual hazardous waste streams segregated,
   segregate hazardous waste from nonhazardous waste,
   segregate recyclable waste from non-recyclable waste.
Assure that the identity of all chemicals and wastes  is
   clearly marked on all containers.
Investigate mercury recovery and recycling.

Maximize dedication of process equipment.
Use squeegees to recover residual fluid on product
   prior to rinsing.
Use closed storage and transfer systems.
Provide sufficient drain time for liquids.
Line equipment to reduce fluid holdup.
Use cleaning system that avoid or minimize solvents
   and clean only when needed.
Use countercurrent rinsing.
Use clean-in-place systems.
Clean equipment immediately after use.
Reuse cleanup solvent.
Reprocess cleanup solvent into useful products.
Segregate wastes by solvent type.
Standardize  solvent usage.
Reclaim solvent by distillation.
Schedule production to lower cleaning frequency.
Use mechanical wipers on mixing tanks.

Use bypass control or pumped recycle to maintain
   turbulence during turndown.
Use smooth heat exchange surfaces.
Use on-stream cleaning techniques.
Use high pressure  water cleaning to replace chemical
   cleaning where possible.
Use lower pressure steam.
                                                                                     Appendix B

-------
                         Table 3.  Checklist for the Printing Industry
               Waste Origin/Type
  Pollution Prevention and Recycling Method
 Image Processing/Empty containers,
    used film packages, outdated material

 Image Processing/
    Photographic chemicals, silver
 Plate Making/Damaged plates, developed film,
    outdated materials

 Plate Making/
    Acids, alkali, solvents, plate coatings (may
    contain dyes, photopolymers, binders, resins,
    pigment, organic acids), developers (may
    contain isopropanol, gum  arabic, lacquers,
    caustics), and  rinse water
 Finishing/Damaged products, scrap

 Printing/
    Lubricating oils, waste ink, cleanup solvent
    (halogenated and nonhalogenated), rags
Recycle empty containers.
Recycle spoiled photographic film.
Use silver-free films, such as vesicular, diazo,
or electrostatic types..
Use water-developed litho plates.
Extend bath life.
Use squeegees to reduce carryover.
Employ countercurrent washing.
Recover silver and recycle chemicals.

Use electronic imaging, laser plate making.
Electronic imaging/laser print making.
Recover silver and recycle chemicals.
Use floating lids on bleach and developer
tanks.
Use countercurrent washing sequence.
Use squeegees to reduce carryover.
Substitute iron-EDTA for ferrocyanide.
Use washless processing systems.
Use better operating practices.
Remove heavy metals from  wastewater.

Reduce paper use and recycle waste paper.

Prepare only the quantity of ink needed for a
    press run.
Recycle waste ink and solvent.
Schedule runs to reduce color change over.
Use automatic cleaning equipment.
Use automatic ink leveler.
Use alternative solvents.
Use water-based ink.
Use UV-curable ink.
Install web break detectors.
Use automatic web splicers.
Store ink properly.
Standardize ink sequence.
Recycle waste ink.
Industry-Specific Checklists
                                            89

-------
                                    Table 3. (Continued)
               Waste Origin/Type                   Pollution Prevention and Recycling Method

 Printing/                                        Install web break detectors.
    Test production, bad printings, empty ink       Monitor press performance.
    containers, used blankets.                      Use better operating practices.

 Printing/ (Continued)                             Use alternative fountain solutions.
                                                 Use alternative cleaning solvents.
                                                 Use automatic blanket cleaners.
                                                 Improve cleaning efficiency.
                                                 Collect and reuse solvent.
                                                 Recycle lube oils.

 Finishing/                                       Reduce paper use.
       Paper waste from damaged product          Recycle waste paper.
90                                                                                  Appendix B

-------
                     Table 4.  Checklist for the Fabricated Metal Industry
          Waste Origin/Type
        Pollution Prevention and Recycling Methods
Machining Wastes/
   Metalworking Fluid
Machining Wastes/
    Metal wastes, dust, and sludge

Parts Cleaning/
    Solvents
 Parts Cleaning/
    Aqueous Cleaners
 Parts Cleaning/
    Abrasives
 Parts Cleaning/
    Rinsewater
Use of high-quality metalworking fluid.
Use demineralized water makeup.
Perform regularly scheduled sump and machine cleaning.
Perform regularly scheduled gasket, wiper, and seal
   maintenance.
Filter, pasteurize, and treat metalworking fluid for reuse.
Assigning fluid control responsibility to one person.
Standardize oil types used on machining equipment.
Improve equipment scheduling/establish dedicated lines.
Reuse or recycle cutting, cooling, and lubricating oils.
Substitute insoluble borates for soluble borate lubricants.

Segregate and reuse scrap metal.


Install lids/silhouettes on tanks.
Increase freeboard space on tanks.
Install freeboard chillers on tanks.
Remove sludge from solvent tanks frequently.
Extend solvent life by precleaning parts by wiping, using
   air blowers, or predipping in cold mineral spirits  dip.
Reclaim/recover solvent on- or off-site.
Substitute less hazardous solvent degreasers (e.g.,
   petroleum solvents instead of chlorinated  solvents) or
   alkali washes where possible.
Distribute parts on rack to allow good cleaning and
   minimize solvent holup.
Slow speed of parts removal from vapor zone.
Rotate parts to allow  condensed solvent drop-off.

Remove sludge frequently.
Use  dry cleaning and stripping methods.
Use  oil separation and filtration to recycle solution.

Use  of greaseless or water-based binders.
Use  an automatic liquid spray system for  application of
   abrasive onto wheel.
Ensure sufficient water use during cleaning by using
   water level control.
Use  synthetic abrasives.

Improve rack and  barrel system design.
Use  spray, fog, or chemical rinses.
Use  deionized water makeup to increase solution life.
Industry-Specific Checklists
                                                         91

-------
                                    Table 4.  (Continued)
         Waste Origin/Type
        Pollution Prevention and Recycling Methods
Surface Treatment and Plating/
   Process Solutions
Surface Treatment and Plating/
   Rinsewater
Use material or process substitution e.g., trivalent
   chromium.
Use low solvent paint for coating.
Use mechanical cladding and coating,
Use cleaning baths as pH adjusters.
Recover metals from process solutions.

Reduction in drag-out of process chemicals:
   Reduce speed of withdrawal
   Lower plating bath concentrations
   Reuse rinsewater
   Use surfactants to  improve drainage
   Increase solution temperature to reduce viscosity
   Position workpiece to minimize solution holdup
System design considerations:
   Rinsetank design
   Multiple rinsing tanks
   Conductivity measurement to control rinse water flow
   Fog nozzles and sprays
   Automatic flow controls
   Rinse bath agitation
   Counter current rinse.
92
                                               Appendix B

-------
                       Table S. Checklist for the Metal Casting Industry
          Waste Origin/Type
       Pollution Prevention and Recycling Methods
Baghouse Dust and Scrubber Waste/
   Dust contaminated with lead, zinc,
   and cadmium
Production of Ductile Iron/
   Hazardous slag
 Casting/
   Spent casting sand
Identify the source of contaminants, e.g., coatings on
  scrap, and work with suppliers to find raw materials that
  reduce the contaminant input.
Install induction furnaces to reduce dust production.
Recycle dust to original process or to another process.
Recover contaminants with pyrometallurgical treatment,
  rotary kiln, hydrogen reduction, or other processes.
Recycle to cement manufacturer.

Reduce the amount of sulfur in the feedstock.
Use calcium oxide or calcium  fluoride to replace
  calcium carbide as the desulfurization agent.
Improve process control.
Recycle calcium carbide slag.

Material substitution, e.g., olivine sand is more difficult
  to detoxify than silica sand.
Separate sand and shot blast dust,
Improve metal recovery from sand.
Recover sand and mix old and new sand for mold
  making.
Recover sand by washing, air scrubbing, or thermal
  treatment.
Reuse sand for construction if possible.
Industry-Specific Checklists
                                                       93

-------
                   Table 6.  Checklist for the Printed Circuit Board Industry
            Waste Origin/Type
      Pollution Prevention and Recycling Methods
PC Board Manufacture/
  General
 Cleaning and Surface Preparation/
   Solvents
Pattern Printing and Masking/
   Acid fumes/organic vapors; vinyl poly-
   mers spent resist removal solution; spent
   acid solution; waste rinse water
 Electroplating and Electroless Plating/
   Plating solutions and rinse wastes
Product substitution:
  Surface mount technology
  Injection molded  substrate and additive plating

Materials substitution:
  Use abrasives
  Use nonchelated cleaners
Increase efficiency of process:
  Extend bath life,  improve rinse efficiency, countercur-
  rent cleaning
Recycle/reuse:
  Recycle/reuse cleaners and rinses

Reduce hazardous nature of process:
  Aqueous processable resist
  Screen printing versus photolithography
  Dry photoresist removal
Recycle/reuse:
  Recycle/reuse photoresist stripper

Eliminate process:
  Mechanical board production
Materials substitution:
  Noncyanide baths
  Noncyanide stress relievers
Extend  bath life; reduce drag-in:
  Proper rack design/maintenance, better precleaning/
  rinsing, use of demineralized water as makeup, proper
  storage methods
Extend  bath life; reduce drag-out:
  Minimize bath chemical concentration, increase bath
  temperature,  use wetting agents, proper positioning on
  rack,  slow withdrawal and sample drainage, comput-
  erized/automated  systems, recover drag-out, use
  airstreams or fog to rinse plating solution into the
  tank,  collect drips with drain boards,
Extend  bath life; maintain bath solution quality:
  Monitor solution  activity
  Control temperature
  Mechanical agitation
  Continuous filtration/carbon treatment
  Impurity removal
Improve rinse efficiency:
  Closed-circuit rinses
  Spray rinses
  Fog nozzles
94
                                            Appendix B

-------
                                     Table 6.  (Continued)
           Waste Origin/Type
      Pollution Prevention and Recycling Methods
Electroplating and Electroless Plating/
  (Continued)
Etching/
  Etching solutions and rinse wastes
Improve rinse efficiency (continued):
  Increased agitation
  Countercurrent rinsing
  Proper equipment design/operation
  Deionized water use.
Turn off rinsewater when  not in use.
Recovery/reuse:
  Segregate streams
  Recover metal values.

Eliminate process:
  Differential plating
  Use dry plasma etching.
Materials substitution:
  Nonchelated etchants
  Nonchrome etchants.
Increased efficiency:
  Use thinner copper cladding
  Pattern vs. panel plating
  Additive vs. subtractive method.
Reuse/recycle:
  Reuse/recycle etchants.
Industry-Specific Checklists
                                                     95

-------
                          Table 7.  Checklist for the Coating Industry
        Waste Origin/Type
         Pollution Prevention and Recycling Methods
Coating Overspray/
   Coating material that fails to
   reach the object being coated
 Stripping Wastes/
   Coating removal from parts
   before applying a new coat
 Solvent Emissions/
   Evaporative losses from process
   equipment and coated parts
 Equipment Cleanup Wastes/
   Process equipment cleaning with
   solvents
 Source Reduction
Maintain 50% overlap between spray pattern.
Maintain 6- to 8-inch distance between spray gun and the
  workpiece.
Maintain a gun speed of about 250 feet/minute.
Hold gun perpendicular to the surface.
Trigger gun at the beginning and end of each pass.
Properly train operators.
Use robots for spraying.
Avoid  excessive air pressure for coating atomization.
Recycle overspray.
Use electrostatic spray systems.
Use turbine disk or bell or air-assisted airless spray guns in
  place of air-spray guns.
Install  on-site paint mixers to control material usage.
Inspect parts before coating.

Avoid  adding excess stripper.
Use spent stripper as rough  prestrip on next item.
Use abrasive media paint stripping.
Use plastic media bead-blasting paint stripping.
Use cryogenic paint stripping.
Use thermal paint stripping.
Use wheat starch media blasting paint stripping.
Use laser or flashlamp paint stripping.

Keep solvent soak tanks away from heat sources.
Use high-solids coating formulations.
Use powder coatings.
Use water-based coating formulations.
Use UV cured coaling formulations.

Use light-to-dark batch sequencing.
Produce large batches of similarly coated objects instead
  of small batches of differently coated items.
Isolate solvent-based paint spray booths from water-based
  paint spray booths.
Reuse  cleaning solution/solvent.
Standardize solvent usage.
Clean coating equipment after each use.

Reexamine  the need for coating, as  well as available
  alternatives.
Use longer lasting plastic coatings instead of paint.
96
                                                   Appendix B

-------
                                                                        APPENDIX C
                                                CUSTOMIZED  POLLUTION
                                             PREVENTION WORKSHEETS
    The  worksheets  in this  appendix  were
taken  from  the  manual Guides  to  Pollution
Prevention:  The Pharmaceutical Industry (see
Appendix G).  These  worksheets illustrate how
personnel at a plant might customize the Pollu-
tion Prevention Worksheets in Appendix A to
fit a specific industry  or facility.  For a full de-
scription  of  waste   minimization  assessment
procedures, refer to the text of this manual.

Case Study -
Example Pollution Prevention
Opportunity Detailed Assessment

    This study illustrates a  pollution prevention
assessment done  by   a  small  pharmaceutical
company.   This example  is based on actual
experience  but uses fictitious names, processes,
and data.  The case study uses industry-specific
worksheets  and  covers  detailed  assessment
activities  from forming an  assessment team
through screening options.
    The ABC Pharmaceutical Company, Inc.,
is a small  production  facility. Its main product
is  a   low-volume,   high-value-added  protein
solution product.   ABC also manufactures a
high-volume, low-value-added  saline  solution
product.   The growing cost of waste  disposal
and the small margin of profit on the  saline
solution product led management to institute a
pollution prevention program.
    A  pollution  prevention task  force  was
assembled. It consisted of:
        A process engineer
        A product engineer
        A process area  supervisor
        An environmental compliance
        specialist
The process engineer was  the team leader and
the corporate pollution prevention champion.
The  team met  and established  the  following
goals:
    •    Achieve a significant reduction in  the
        generation of hazardous wastes.
        Identify data sources and deficiencies
        and work toward developing reliable
        means of measuring reductions.
        Maintain product quality.
        Maintain or improve profit  margin of
        saline solution  in light  of  increasing
        waste disposal costs.
    The task force assembled as  much data as
possible  on those  operations  that  use  toxic
chemicals or  generate hazardous waste.  This
included  preparing block diagrams  of several
key  processes.   They found  that, aside from
purchase and shipping  records and  regulatory
reports of releases,  there were few records on
hazardous materials.  They were unable to pre-
pare complete mass balances for any  of the  key
processes  but were able to identify  the major
waste streams.  The mass balances also identi-
fied additional data that  would increase under-
standing  of the  process  operation without  ex-
tensive new data collection.
    The data  gathering focused on waste sour-
ces, material-handling practices,  input materi-
als, and products.  The effort started  with these
inputs because they were the areas most likely
to yield pollution prevention opportunities  and
because they  had the most available  data.  The
major  data sources were  purchasing  records,
waste shipment manifests, material safety data
sheets,  product  specifications,  Superfund  A-
mendment and  Reauthorization  Act  (SARA)
reports, and conversations with  the  production
area workers.
    The team also  prepared  a description of the
key processes in the plant (aqueous cleaning,
disinfecting,  venting,  general   housekeeping,
chemical  synthesis, and  research and develop-
                                                                                         97

-------
ment).  They then described  and prioritized the
waste streams.
    After  collecting  and  reviewing  the  plant
data, the team held a brainstorming session to
generate pollution prevention options.  Several
pollution  prevention  options  were  identified
and  selected for future  feasibility  study and
possible implementation.
Worksheet Titles

Worksheet 1.  Waste Sources
Worksheet 2.  Waste Minimization:
              Material Handling
              (2a, 2b,  and 2c)
Worksheet 3.  Input Materials Summary
Worksheet 4.  Products Summary
Worksheet 5.  Option Generation:
              Material Handling
Worksheet 6.  Process  Description
              (6a, 6b,  6c, 6d, and 6e)
Worksheet 7a. Waste Stream Summary
Worksheet 7b. Waste Description
Worksheet 8.  Waste Minimization:
              Reuse and Recovery
Worksheet 9.  Option Generation:
              Process  Operation
Worksheet 10. Waste Minimization:
              Good Operating Practices
Worksheet 11. Waste Minimization:
              Good Operating Practices
93                                                                                 Appendix C

-------
Arp s /"/--c>O> Pollution Prevention <~~xx- 1
e>< — C_-i-^-=-\ 	 AMBfunufnt wOrif.sh««t« PreoaredBv —*--="_.
Site ^-^^ AtOGE: L3.S Checked Bv V^^P
Date V'.'.ŁM-<-Ł'K i l^S'- Proi. No, I Sheet i of ^ Pace ^ of ^


WORKSHEET WASTE SOURCES

c

Off-spec materials
Obsolete raw materials
Obsolete products
Spills and leaks (liquids)
Spills (powders)
Empty container cleaning
Container disposal (metal)
Container disposal (paper, plastic)
Pipeline/tank drainage
Laboratory wastes
Evaporative losses
Other





Waste Source: Process Operations
Tank cleaning
Container cleaning
Blender cleaning
Process equipment cleaning










Significance at Plant
Low
X
*


y
*
y



X






Medium


y.
/



/

*







High








X










XT
X










X


X























Customized Pollution Prevention Worksheets
99

-------
Firm  -^=-
Site .
Date
                    ; <•"*•
                                         Pollution Prevention
                                       Assessment Worksheets
                                   Proi. No.
                                                                  Prepared By	
                                                                  Checked By     \  g :	
                                                                  Sheet  1   of   L  Page  2-_ of
   WORKSHEET
      2a
                                   WASTE MINIMIZATION:
                                       Material Handling
A. GENERAL HANDLING TECHNIQUES
Are all raw materials tested for quality before being accepted from suppliers?
Describe safeguards to prevent the use of materials that may generate off-spec product:
                                                                                      0Y
                                                                                        Yes  Q No
 Is obsolete raw material returned to the supplier?
 Is inventory used in first-in first-out order?
 Is the inventory  system computerized?
 Does the current inventory control system adequately prevent waste generation?
 What information does the system track?   T-^Z^X^^-'^T/ W\t\ !fc-?"'•«-•.L. I
                                     4-
 Is there a forma! personnel training program on raw material handling, spill prevention,
 proper storage techniques, and waste handling procedures?
 Does  the program include information on the sate handling of the types of drums,
 containers and packages received?
 How often is training given and by whom?
 Is dust generated in the storage area during the handling of raw materials?
 If yes, is there a dedicated dust recovery system in place?
 Are methods employed to suppress dust or capture and recycle dust?
 Explain:  	j_
                                                                                      DYes  QNo
                                                                                      HVes  D No
                                                                                      D Yes  0^Jo
                                                                                      CfYes  D No
                                                                                       DYes  ffNo

                                                                                       D Yes  D No
                                                                                       DYes
                                                                                       D Yes   D No
                                                                                       D Yes   D No
100
                                                                                           Appendix C

-------
Firm k 5=^ C-O G'^-'
Site *-ŁŁ• »— .'^^-jj-'JE-^
Date K'A2ŁJ- , H<^I


WORKSHEET
2b

Pollution Prevention T~V" I
&t*«f*m^nt Worksheets Prepared By 	 *Łs3. ±r
Checked Bv *^E" \*^
Proi. No. ' Sheet 1 of ' Paae 2? of \^


WASTE MINIMIZATION:
Material Handling

B. BULK LIQUIDS HANDLING
What safeguards are in place to prevent spills and avoid ground contamination during the transfer and filling of
storage and blending tanks?
High level shutdown/alarms D Secondary containment &
Flow totalizers with cutoff D Other D
Describe the svstem: OkŁ)ET2.Ł* t>CU*J>> *'/ \ '/X*. f- f2iŁ ko^A."^ ~r-> l ^
f^ 4**^ i. "\ x*" f"~*'t f*~— •«') '-/""" _ . .^ *r**x* , A " _, , •r" _*»- r _ ^-i - . ( ~ ., •""'?""" * i i ,/•* ^ A r~"j> /" XiiC r^-1"' ~( * 'fc ~
^~ C~~s ps™J t=ir- \ w— fc^»- \ r~" n^ _^ I «—.j T™\ "**^JK^ ' f' **T7 W- »-"'*•• " I «••• ( ' «•— ~"~* F"""*i<*^ \~ ^~~* L. * \, vi >-* '" _/
^(YH iBe^rc'NX'S
Are air emissions from solvent storage tanks controlled by means of:
Conservation vents D Absorber/Condenser D Adsorber D
Nitrogen Blanketing Q Other vapor loss control system D
Describe the svstem: rO C" *^\'~
FA<±.TO(2L[i°(^_ K^ET^.^ ,
What measures are emploved to prevent the spillage of liquids being dispensed? EHAOljdySc^
Tr2^M' «O ! rO <9r-

Are pipes cleaned regularly? Also discuss the way pipes are cleaned and how the resulting waste is handled:
When a spill of liquid occurs in the p
the way in which the resulting wasti
lant, what cleanup methods are employed (e.g., wet or dry)? Also discuss
js are handled: l^'GrT" s*-*5 E^TV ^"O IpofZ Lt\%3~ T -^p! LL'^5*
S>FV M FTffoT) JffcK. $S' / ». IL 6D/LLS -Tfi 1>JQ,^ TX *T^?.C|4-
Would different cleaning methods allow for direct reuse or recycling of the waste? (explain) ificUSfc K)* i
fVLI 	 Ł> Uj gT> pE^Z_'^^^^p
^^tUfv't* -R?O 6f.'^LL--?0(2. fe^V^^^fO^U
*
Customized Pollution Prevention Worksheets
101

-------
f\'C2/' /^~f~~\r? f— ^ Pollution Prevention v— v
Firm -r-At-^4 — l—i H — . Assessment Worksheets Preoared By ^
Site L-O^p /XVOdsG'LE^' Checked Bv ^E
Date l\'k{^lil . IQ9 1 Proi. No. ^ Sheet 1 of i


WORKSHEET WASTE MINIMIZATION:
2C Material Handling

C. DRUMS, CONTAINERS. AND PACKAGES
Are drums, containers, and packages inspected for damage before being accepted?
Are employees trained in ways to safely handle the types of drums and packages received?
Are they properly trained in handling of spilled materials?
Are stored items protected from damage, contamination, or exposure to rain, snow,
sun and heat?
Describe handling procedures for damaaed items: WL&Łt ' 0 (-Ł\&Ł*c pL/^"
&ETT^n2.rO T^ T5 <Ł,Ttf-<.&OToi2-
Does the layout of the plant result in heavy traffic through the raw material storage area?
(Heavy traffic increases the potential for contaminating raw materials with dirt or dust and
for causing spilled materials to become dispersed throughout the facility.)
Can traffic through the storage area be reduced? A///^
To reduce the generation of empty bags and packages, dust from dry material handling
and liquid wastes due to cleaning empty drums, has the plant attempted to:
Purchase hazardous materials in preweighed containers to avoid the
need for weighing?
Use reusable/recyclable drums with liners instead of paper bags?
Use larger containers or bulk delivery systems that can be returned to
supplier for cleaning?
Dedicate systems in the loading area so as to segregate hazardous
from nonhazardous wastes?
Recycle the cleaning waste into a product?
Describe the results of these attempts: 1><2_uM''b> I/O ! TH, L 1 fO (=^<~> C

Are all empty bags, packages, and containers that contained hazardous materials segregated
contain nonhazardous wastes? Describe the method currently used to dispose of this waste
^-4A^ A(2^D*^<-*> yj^>C^\^=c» <^-feO^i^AT&^> ©Y' 'PLAN
<-!_
rp
Page ^

BTes
0Yes
CkYes
G'Yes
n^. Bv

DYes
DYes
DYes
B^s
DYes
QTes
DYes
:>.'<,



OfJ^

DNO
DNO
DNO
DNo
^=r)
/
Bl^o
DNo
Q'No
DNO
DNO
[jNo

from those that
^T.LAB
(
\A^\2Zt\(2-S>C2>OS> Uu-A^bsTtE?-, (DuT" ik) U-Af3> rŁ>Ł- -AfOI>
^fe^vVo^CETT^ 'f^-C^t^ 3— ŁvO L V^TI


102
Appendix C

-------
Firm /v^c. ^oret> J,
Sjte LC^ fVOSCT LE^
Dilution Prevention
essment Worksheets
i ' •' ' t x /• t ' \ /^ d l l
Date 1 ^T-VT-Cr- , Y-? ^ \ Proi. No. i
Preoared Bv T)^ L
Oz=O
Checked Bv i-^crj^
Sheet I of ! Paae ^ of \E>


WORKSHEET |NPUT MATERIALS SUMMARY
3. ,

Attribute
Material Name/ID
Source/Supplier
Hazardous Component

Annual Consumption Rate

Purchase Price, $ per
Overall Annual Cost
Material Flow Diagram available {Y/N)
Delivery Mode'
Shipping Container Size and Type2
Storage Mode3
Transfer Mode4
Control Mode5
Empty Container Disposal Management8
Shelf Life
Supplier Would
— accept expired material? (Y/N)
— accept shipping containers? (Y/N)
— revise expiration date? (Y/N)
Acceptable Substitute^!, if any
Alternate Supplier(s)



Description
Stream No. '
^0l'"J^(>tOiYjŁ,f
rrr o/^rfL
JO/A

^c,eec ^q

**l^a
^2^C,teo
\o
TE'u^l^
"ZŁ~L-B peofA
U3t-r?riACOs€
j4.MJE>*n2uŁ4i-
4>!60J euT"
Łev4P4L^'#-fa
•2.^(2-

y
/
V Ł&ic
IOŁloE'
-6eV5EA.u


Stream No. !
^nn'2-(w?i^
f.Vor tWils^^
IC/A

\ peeper U

•f4-/L-
•T3-^-, OŁC^ .^O'dD
V
pip&LtvoC"
'JO/A-
KJ A
P^C.' Ł"
^'Ot'L.TT) t,tU
- r^/A
0//V

\0 A
rC' A-
*J|A
^ocu^



Stream No.
























Notes: 1. e.g., pipeline, tank car, 100 bbl tank truck, truck, etc.
2. e.g., 55 gal drum 100 Ib paper bag, tank, etc.
3. e.g., outdoor, warehouse, underground, aboveground, etc.
4. e.g., pump, forklift, pneumatic transport, conveyor, etc.
5. e.g., on-demand to alt, select people only, sign out.
6. e.g., crush and landfill, clean and recycle, return to supplier, etc.
Customized Pollution Prevention Worksheets
103

-------
A. GS/' s~s~\c?~ t> ^
Firm /^.t>c-- c-ov^.1— '_ AM
site u^ A,G^eu&-'S
Dilution Prevention
essment Worksheets
Date t'- '^-(^Ł1 fv i iGA-l Prol, No. 1
Prepared Bv ^J^3 ' — -
Checked Bv \^G\~">
Sheet 1 of I Paoe & of l"%


WORKSHEET PRODUCTS SUMMARY
4__ _____ 	 ,„„,


Attribute
Name/ID

Hazardous Component

Annual Production Rate

Annual Revenues, $

Shipping Mode
Shipping Container Size and Type
On-site Storage Mode
Containers Returnable (Y/N)
Shelf Life
Re-work Possible (Y/N)

Customer would:
— Relax specification (Y/N)
— Accept larger containers {Y/N!












Description
Stream No. _j 	
4A.UK315 ^cuTiO;,

. 	

sOOOfOr:0 C_

•*Ł<ŁŁ• Mv>U-l to K->

-TTE'OC.kC-.
^fr?t^^cx
uJKeewcos^
O
\ ^e^e_
V


K)
K.











r™">
Stream No. ^i—
H^'f'eiO *;72 JJ"^

- —

Si;^(^
^-.sii-'o-* \-%^. ©.ONC
S'vr^'v i'
ioLb ^Tae^f
o
fc r\A'.^^
to


lO
^











Stream No,





























104
                                                                               Appendix C

-------
K*C2 /" /" /- F*-n> Pollution Preventic
Firm., t-^rzx— C — •(-> « — f . _^ AVI#* »m»"t Wo'k«h
Site UC---S \-^C&\JEŁ*>
Date A.V'-^-C^ s ;Q^! Proj.No, *
>n
aets Pr
a
st
eoared Bv 1^=" L —
lecked Bv wEr-'*
icet » of ' Pane "7 of W»


WORKSHEET OPTION GENERATION:
5 Material Handling

Meeting Format (e.g., brainstorming, nominal group technique)
Meetina Coordinator !P?U^>
\
Suggested Waste Minimization Options
A, General Handling Techniques
Quality Control Check
Return Obsolete Material to Supplier
Minimize Inventory
Computerize Inventory
Formal Training

B. Bulk Liquids Handling
High Level Shutdown/Alarm
Flow Totalizers with Cutoff
Secondary Containment
Air Emission Control
Leak Monitoring
Spilled Material Reuse
Cleanup Methods to Promote Recycling

C. Drums, Containers, and Packages
Raw Material Inspection
Proper Storage/Handling
Preweighed Containers
Soluble Bags
Reusable Drums
Bulk Delivery
Waste Segregation
Reformulate Cleaning Waste

Currently
Dons Y/N?

y
y
/
N)
KJ


y
to
y
M
W
M
lO


V
•/
o
M
V
K)
KJ
NJ

Rationale/Remarks on Option


•C2ŁLdJ,<^_ Ax/OD CcyJ^Gp^-ljET

UoT ^c^Tgrprtjr-r.vC
To e^nv/CCS: U)^T/pfeloT:r





u^1^ i WTŁ> n-u •*>

5st^A\ue 6i>iL.uTVpes




ueet^~rgjA)euSB- -it V/EI^ r/
Voo

•T^D ^3^ Ł.eU$(Def C&
^JKSS^^S^b u:.lsTr


Customized Pollution Prevention Worksheets
105

-------
Date
                                        Pollution Prevention
                                                ; Worksheets
Proi. No,
                              Prepared By    Ł%=s '—-

                              Checked By _
                                                                                 P'ET
                                                                 Sheet  I  of	L  Paae _2L of
  WORKSHEET
      6a
                                  PROCESS  DESCRIPTION
1. GENERAL

Aqueous Cleaning


      Type of
  Aqueous Cleaner

  Alkaline Sufactant

  Alkaline Cleaner

  Acid Cleaner

  Acid Sanitizer

  Other
                                  Cleaning Procedure
                                  (CIP. mpnyaj wash)
                                         Hazardous or
                                       Active fnaredient
How are spent cleaning solutions managed:
Biodegradable; disposed of in sewer
Treated on-site; disposed of in sewer
Transported off-site
Other
 If ves. exolain:
                                                          DNO
                                                          Dhlo
                                                  DYes   B^o
                                                  0 Yes   BNo
 List waste streams generated by aqueous cleaning:

 So/vent Cleaning
             Type of
          Solvent ysed
       Cleaning Procedure
                                                                              Hazardous or
                                                                            Active Ingredient
 Hovv are spent solutions managed:
 Biodegradable; disposed of in sewer
 Treated on-site; disposed of in sewer
 Transported off-site
 Other

 If yes. explain:
                                                   D Yes  D No
                                                   D Yes  D No
                                                   D Yes  D No
                                                   D Yes  D No
 List waste streams generated by solvent cleaning:
106
                                                                                         Appendix C

-------
K. d /** /^~ r*< C^ T^> Pollution 1
Firm f^-^>C— <—isK-{ Aff«»pn»nt

Date ^ \A4i_-I.*--* , (O^ 1 Proi. No. '


WORKSHEET PROCESS D
^ I _____
6b
'revention r^^- /
Workfhflfits Prepared By ±^.'•—3 *-~~
Checked Bv r trr""^
Sheet ' of ' Paae 9 of \&


ESCR1PTION

1. GENERAL (continued)
Disinfecting/Sterilizing
Type of Disinfecting Procedure Hazardous or
Disinf^ptant ysed (Sorav, Wipetfown, etc.) Active Inaredient
^Sst-Utr" t M-t P LOV p^^lDo CO /^
o GUKT k M ',' c •: • & ', cMP^> c




How are spent disinfectants managed:
Biodegradable; disposed of in sewer
Treated on-site; disposed of in sewer
Transported off-site
Other
H yes, explain: t*X<— C^--^- >>ŁX— uJTlOK-J
Is ethylene oxide ysed for sterilization?
What type of pollution control equipment is used?
What is the percent (%) ethvlene oxide captured?
What is the percent (%} chlorofluorocarbon captured?
List waste streams generated by disinfecting/sterilizing
Venting
What large-volume liquid chemicals are stored on-site?
Are storaae tanks with breathing vents used?
Do process vessels release vapors?
What chemicals are released through vessel vents?
What type of pollution control equipment is in place?
What percent (%) of vent gases generated are capture
List waste streams generated bv venting: t^TjjH-J

HYes Q No
D Yes D No
D Yes D No
D Yes D No
D^*4^"t> To*l>fSsV,P
D Yes ffNo


: (?&iŁ»$>4><4c>u_iTtoi^ T^Z<-fAX>k.'LV C"iU-
Mse^ tov^erxttto^.
i G't-1
y'ss
f^TH-^^^ « 	 '
k23ior5
•d? $
r

Customized Pollution Prevention Worksheets
107

-------
Firm
Site __
Date J^.
  Pollution Prevention
Assessment'
                                   Proj. No.
                                                                                     "" !
                                                                                     =" t-
Prepared By _
Checked By _
Sheet  \  of   I   Page \p of  \ o
   WORKSHEET
      6c
                                   PROCESS DESCRIPTION
1. GENERAL (continued)
Disposables
List the disposable items used in manufacturing:
                                                                                            (3TŁ-
 Off-Spec Materials
 List the production raw materials that have been disposed of due to being out-dated  or
 List the products you manufacture that have beervdestroyed and disposed of due to being out-dated or off-
 soec:       -^KLffsJCT  -^dL- u Yl&N--1
 How are these items managed?
                              kj <
 2.  FERMENTATION
 Fermenter Information
 Description of fermenter:
 Identification number:
                              | A*
 Type of growth media used:
 Size of sump:	
 Frequency of sump cleanout:	
 Does sump fluid go to waste treatment tank?
  How often is fermenter inspected for the following:
       Heat transfer fluid leakage:	
       Agitator seal fluid leakage:	
        Integrity of process connectors:
        Integrity of sterile barriers:	
  What is the length of the fermentation cycle?

  Process Information
  How is culture removed from fermenter?	
108
                                                                                         Appendix C

-------
Firm
Site
                                      Pollution Prevention
                                 Proj. No.
                               Prepared By    j-^%'—_
                               Checked By _
                               Sheet	[ of  I    Page Jj_ of  j!c
  WORKSHEET
      6d
  PROCESS DESCRIPTION
2, FERMENTATION (continued)
Where does it go?	
How are cells removed?
Is used media sterilized?
If so. how:
Are media, cell debris, or vent gas waste streams hazardous?
If yes, list hazardous components:	
 How are contaminated fermentation batches handled?
 What is the fermentation vield oercentage?
 List the waste streams that are generated by fermentation:
 3.  CHEMICAL SYNTHESIS, NATURAL PRODUCT EXTRACTION, FORMULATION
 Solvent-Based Processes
                                            Operation
                                          Annual Usage
 How are spent solvents managed:
 List waste streams generated by solvent-based processes:
Customized Pollution Prevention Worksheets
                                                                                              109

-------
Av r2x" /" /*- <—; T^> Pollution P
Firm P\^> 	 U-O'Ui.l--' AMassmnnt
Site ' 	 & j> r4 JCrstr ' — t -—-"*
Date '\ iAf2Cf4 i IOO \ Proi. No. I


WORKSHEET PROCESS D
f* —
6e
i
revention ~^~~^Ł— 1
Workfheflts Prepared Bv , -i--^- — ^ ' — •
Checked Bv W&^t—
Sheet 1 of 1 Pace \2- of ID


ESCR1PTION

3. CHEMICAL SYNTHESIS, NATURAL PRODUCT EXTRACTION. FORMULATION (continued)
Aqueous-Rased Processes
What types of water are used in your plant? /
Water for injection 03^es D No
Distilled water ETYes D No
Softened water Q Yes D No
Municipal water Bres D No
Reverse osmosis/Deionized water QYes D No
What aqueous process solutions are generated or used?
Aqueous Solution Type of Water Operation Annual Usage
^ŁDUJfv\ ŁML&E.itŁ: S/O'Pn. 1i-Ł>E.fVi_"'!_ATl'""s''v~) \ , oo^OoiO ' —
1  VA"2C--^ 1 — WB> OpJ=»?-^-r^« DNO
BTes D No
D Yes D No
D Yes D No
DYes DNo
D Yes D No
'OL.V/dUrŁO OVCs-5l^E- (F OUT Op" 6P€2l^'

List waste streams generated by aqueous-based proce
4, RESEARCH AND DEVELOPMENT
List disoosable items used in R&D orocesses: (VM

List other R&D wastes:
Process Type
S^iLTIZAT'lON^ iTiUrt^EL h
sses: -<$per»>>5r'U*HB>oE^t^.y' t?e^(Łv T^sA.S+4 /l>/MOt^(t-J 	 -
CkciLfc^ lO^l*- ^AjfeStC" P/^PE1^ ! pLASTI|2.[ L/
\ /

110
Appendix C

-------
f\ C2,/" /*"" '/^C>*C> Pollut
Firm +-* ^*<— (— <— '«-— f^i _ Af-»?«i

Date ^NA^ExCUr , K^^ Proj. No.
on Prevention
nent Worksheets

Prepared Bv _L^S" >— -
Checked Bv PHP
Sheet _V_ of [

WORKSHEET WASTE STREAM SUMMARY
™» 	 	 _____ 	 	 	 	 	
7a


Waste ID/Name:
Source/Origirt


Annual Generation Rate jurats/year)
Hazardous Component Name
Annual Rate of Components) of Concern


Annual Cost of Disposal
Unit Cost {S/ )

Method of Management1

Relative3
Priority Rating Criteria2 Wt. (W)
Regulatory Compliance ^
Treatment/Disposal Cost 4
Potential Liability 7
Waste Quantity Generated (_&
Waste Hazard '"Z
Safety Hazard 3
Minimization Potential ^
Potential to Remove Bottleneck "Z
Potential By-product Recovery O
Sum of Priority Rating Scores
Priority Rank
Paae 13 of > 0


Description
Stream No. \
ŁietuiuckJ&$?H
f>>KjŁl Ł-.fc-JL>
Ł?2>U(pMC* \'2-
^ "Z^"
Q ^4
-z A
1 *5
*? 4o
^ 4
( O
KRxW) \<^7-
Z
Stream No. 2-
&Td'A \)i#cK-
-ertDEivSr"
"Tt^jvi \j&i,rs

I poo. 6/- L 1 9 e.
—
	


^ (0 _=><=>
-^ i /sSM_

Mf2-fMi^4i6M

Rating
(R) R x W
-3 72.
•^ 12*
5* BŁ
4 2^-
<^0 VZ.
1 3
-7 ^^
_2" A
\ o
I(RxW) j^7
1
Stream No. __5>
PbiS. . ! OV\O"€
vO-^^Stt
R_I_:A^!V^C>-
^f-'tT-'r-f-LC.
z^r^Lg/ VKL
. —
-~


^\O{CoeD
^6.^ /'— B.

^jv^ev1
U^Oli^ ( L i—
Rating
2.
1 2^<
Ł* "^ty"
t=> 3&>
"Z. <4
| 5,
(Ł <4-O
« 4
I O
I(RxW) 1 *$ ZZ~
•^
Notes: 1. For example, sanitary landfill, hazardous waste landfill, on-site recycle, incineration, etc.
2. Rate each stream in in each category on a scale from 0 (none) to 10 (high).
3. A very important criteria for your plant would receive a weight of 10; a relatively unimportant
criteria might be given a weight of 2 or 3.
Customized Pollution Prevention Worksheets
111

-------
Firm .

Site I

Date
                                          Pollution Pravention
                                        Assessment Worksheets
                                    Proj. No.
                                                              Prepared By	

                                                              Checked By 	

                                                              Sheet _ of . .1    Page jjr  of  I *?
   WORKSHEET
       7b
                                     WASTE DESCRIPTION
 i.
 2.
 3.
 5.
 6.
Waste Stream Name/ID:
Process Unit/Operation	
                                                                                Stream #
           'characteristics (attach additional sheet with composition data, as necessary)
      Bgas                 Qliquid             0solid                        Q mixed phase
      Density, Ib/cu,  ft.	  High Heating Value, Btu/lb	
      Viscosity/Consistency	
      PH	
                                     flash point
            leavas process as:
       'air emission          D waste water
      D other	
                                                 D solid waste
                                                              % water
                                                                        D hazardous waste
Waste generation is;
D-^ontinuous   U UŁ>Ug1
D discrete
                                       .
                                    ^ U M.*V.
                                                            —      _
                                                         M C  D tC
                                                                                        fA Pi'
      discharge triggered by:    D chemical analysis
                               [Hther (describe) _
       Type:     D periodic
                                  length of period:
                D sporadic (irregular occurrence)
                D non-recurrent
      Generation Rate
      Annual	
      Maximum	
      Average
      Frequency	
      Batch Size	
                           . 000
                          Average
                                    JJB€per year
                                     Ibs per year
                                     Ibs per year
                                     batches per
                                     Range 	
       Wasta Origins/Sources
       (Fill out this worksheet to identify the origin of the waste.  If the waste is a mixture of waste streams,
       fill out a sheet for each of the individual wastes).

       Is waste mixed with other wastes?        D yes
       Is waste segregation possible?            D yes

       If yes, what can be segregated from it?
       If no, why not?
       Input material source of this waste   Łz
112
                                                                                            Appendix C

-------
                                         Pollution Prevention
                                       Assessment Worksheets
                                    Proj. No.
Prepared By
Checked By
Sheet  I   of
                                                                         _ of      Page J_  of
   WORKSHEET
        8
                                   WASTE MINIMIZATION:
                                     Reuse and Recovery
A. SEGREGATION
Segregation of wastes reduces the amount of unknown material in waste and
improves prospects for reuse and recovery.
Are different solvent wastes from equipment cleanup segregated?
Are aqueous wastes from equipment cleanup segregated from solvent wastes?
Are spent alkaline solutions segregated from the rinse water streams?
If no, explain:	
                                                                                       D Yes  D No
                                                                                       D Yes  D No
                                                                                       D Yes  D No
 B. ON-SITE RECOVERY
 On-site recovery of solvents by distillation is economically feasible for as little as 8 gallons
 of solvent waste per day.
 Has on-site distillation of the spent solvent ever been attempted?                            D^Yes   D No
 If yes, is distillation still being performed?                                                 Ores   D No
 If no, explain:	
                                                                                               DJfJo
 C.  CONSOLIDATION/REUSE
 Are many different solvents used for cleaning?                                            rj Yes
 If too many small-volume solvent waste steams are generated to justify on-site
 distillation, can the solvent used for equipment cleaning be standardized?                     D Yes  D No
 Is spent cleaning solvent reused?                                                        D Yes  D No
 Are there any attempts at  making the rinse solvent part of a batch formulation (rework)?       Q Yes  D No
 Are any attempts made  to blend various waste streams to produce marketable products?      Q Yes  D No
 Are spills collected and reworked?                                                       D Yes  Q^No
 Describe which measures have been successful:	
 Is your solvent waste segregated from other wastes?
 Has off-site reuse of wastes through waste exchange services been considered?
 Or reuse through commercial brokerage firms?
 If yes, results: 	
                                                                                              D No
                                                                                       DYes
                                                                                       DYes
Customized Pollution Prevention Worksheets
                                                                                                  113

-------
K'tI2./* /"/^jfT* C5*1 Pollution Preventk
Firm r-A^>" — i_t_^i__r A«,««nM^nt W^^h
Site U.9t> ^ 4^ETL.ET6>
> , ^ , "'" 	 	 " 	 ~ j
Date 1 V -rvfciŁ-T-V , \^-p- Proi. No. '
>n
eets Pf
a
sr
eoared BY \_^X:3v—
lecked iy S,-— "ti'
leet ' of » Paae (O of \


WORKSHEET OPTION GENERATION:
9 Process Operation

Meeting Format (e.g., brainstorming, nominal group technique)

B4^^ 1 ^^TO e r\\ ! fOO-

Meeting Participants "NlPTl ^ V^^rV-^ O^— ^ ) lu-2:^

Suggested Option*
A. Substitution/Reformulation Options
Solvent Substitution
Product Reformulation
Other Raw Material Substitution


B. Cleaning
Vapor Recovery
Tank Wipers
Pressure Washers
Reuse Cleaning Solutions
Spray Nozzles on Hoses
Mop and Squeegees
Reuse Rinsewater
Reuse Cleaning Solvent
Dedicated Equipment
Clean with Part of Batch
Segregate Wastes for Reuse








Currently
Done Y/N?

to
(O
/o
••*


(0
M
\j
V
V
^
y
»o
y
rO
lO








Rationale/Remarks on Option

/
/* UoT~"p CT^J B LŁ~
1



•To 4l\JI>V TUj^ VbŁ-FTD&


-Ł&z~ C\P oMuY


<^^^Vu6feS'iti|ilfelFet












114
                                                                               Appendix C

-------
A^IS,/"" /"/""d t-"' Pollution Prevention
Firm /-»i--x— — — — 	 _ 	 Assessment Worksheets

Date Is !^2(-I-H ^ '*-QQ Proi. No.


WORKSHEET WASTE MINIMIZATION:
1 0 Good Operating Practice

Prepared By L- i-=y L—
Checked Bv \ fe i
Sheet 1 of I Paae ' / of > w


S

A. PRODUCTION SCHEDULING TECHNIQUES
Is the production schedule varied to decrease waste generation? (For example, do you attempt to increase
size of production runs and minimize cleaning by accumulating orders or production for inventory?)
Describe: M&5 - ^OiMETH^e*^ tETSUtpr/eiJT i 6 SlU-fet? CKJLV ClOtT L^.SV'ST"^
C3tr~i UU^i-ErrO ^^(_2N! ^, "TH&T" 1AJI L.I 	 &o ""to c^rOE" Ł3Ł^Tt.1-\
Does the production schedule include sequential formulat ons that do not require cleaning between batches?
If yes, indicate results: "iStkr -tV fcs<^>- j fc

Are there any other attempts at eliminating cleanup steps between subsequent batches? If yes, results:
B. AVOID OFF-SPEC PRODUCTS
Is the batch formulation attempted in the lab before large scale production? B' es D No
Are laboratory QA/QC procedures performed on a regular basis? Q'Tes D No
C. OTHER OPERATING PRACTICES
Are plant material balances routinely performed? D Yes EpJo
Are they performed for each material of concern {e.g., solvent) separately? Q Yes UNO
Are records kept of individual wastes with their sources of origin and eventual disposal? D Yes Q'NO
(This can aid in pinpointing large waste streams and focusing reuse efforts.)
Are the operators provided with detailed operating manuals or instruction sets? B^Yes D No
Are all operator job functions well defined? a Yes D No
Are regularly scheduled training programs offered to operators? BYCS Q No
Are there employee incentive programs related to pollution prevention? Q Yes Brto"
Does the plant have an established pollution prevention program in place? D Yes B No
If yes, is a specific person assigned to oversee the success of the program? D Yes D No
Discuss aoals of the program and results:

Has a pollution prevention assessment been performed at this plant in

the past? If yes, discuss:


Customized Pollution Prevention Worksheets
115

-------
Firm f*~^» \^^ — ^••C-^ r - \^
Site L^-Ł. MJc^-^7 E~S
Date r'^Z^1 , \^ I
i

WORKSHEET
11

Meeting Format (e.g., brainstorming,
Meetina Coordinator OcS I—
Meetina Particioants l\ J-J-^Tj p
1
Pollution Prevention
D
Proi. No. ' Sf
soared Bv \~L^ '—
iccked Bv \ er 1
i ( ( o (O-
ieet \ of > Paae v 0 of ' ^


OPTION GENERATION:
Good Operating Practices

nominal group technique)

B>f^A tO-ŁT<3ŁtfWWG-

>Ł=P HT^i-TBes.JDLS
I '
Suggested Options
A. Production Scheduling Techniques
Increase Size of Production Run
Sequential Formulating
Avoid Unnecessary Cleaning
Maximize Equipment Dedication

B. Avoid Off -Spec Products
Test Batch Formulation in Lab
Regular QA/QC

C. Good Operating Practices
Perform Material Balances
Keep Records of Waste Sources
& Disposition
Waste/Materials Documentation
Provide Operating Manuals/Instructions
Employee Training
Increased Supervision
Provide Employee Incentives
Increase Plant Sanitation
Establish Pollution Prevention Policy
Set Goals for Source Reduction
Set Goals for Recycling
Conduct Annual Assessments


Currently
Done Y/N?

V
vf
Y
/


r
y


|0
Kj
tO
Y
V
v'
fO
NJ
\/
Y
iO
Y


Rationale/Remarks on Option

^cuLt^ Łc> U\E^St~(2l-

iLŁ^fj|)J^. ORiA-u.V ^ŁŁŁ'&t;&







eO6»^' To "x^cs T^ ^>
S^EOli'^^-i TCJ T>C3 T^4\ <>
P(ZDT>W T6 ^CiTW-lS



To ^,^ 6 o k}^ CDG^-^ii

Ł^6{2/pfeJ1K"TD ^D'TV-r-^
f^^/^feoDivi ^0 l^oTUi.Ca.

T-"c>^fA VM/A'rnETvfA


116
                                                                               Appendix C

-------
                                                                        APPENDIX D
                                                    TECHNICAL/FINANCIAL
                                                   ASSISTANCE PROGRAMS
  There are a number of organizations that  can
assist you in developing and maintaining a pollu-
tion  prevention program.   This  appendix  lists
offices of the  U.S.  EPA,  state  agencies,  and
assistance programs.

U.S. ENVIRONMENTAL PROTECTION
AGENCY

Pollution Prevention Information
Clearinghouse

  The PP1C  is  dedicated to reducing  industrial
pollutants through technology transfer, education,
and  public awareness.   It provides technical,
policy, programmatic, legislative,  and financial
information upon request.
  The PPIC provides  businesses and  government
agencies  with  information  to assist them  in  a
range of  pollution prevention activities, such as:
  •  Establishing pollution prevention  programs
  •  Learning  about  new  technical options
    arising from U.S. and foreign R&D
  •  Locating and ordering documents
  •  Identifying upcoming events
  •  Discovering  grant  and project  funding
    opportunities
  •  Identifying pertinent legislation
  •  Saving money by reducing waste
  The   PPIC   disseminates  this   information
through a number of services.  These include:
  •  a telephone hotline
  •  a  repository  of  publications, reports,  and
    industry-specific fact sheets
  •  an electronic information exchange network
  •  indexed  bibliographies  and abstracts of re-
    ports, publications, and case studies
  •  a calendar of conferences and seminars
  •  a directory of waste exchanges
  •  information packets and workshops.
 The electronic network maintained by PPIC is
designated as PIES.  It provides access to infor-
mation databases and can be used to place orders
for  documents.  The  subsystems  of PIES in-
clude:
 • a message center
     a publication reference database
     a directory of experts
 •   case studies
     a calendar of events
 •   program studies
     legislation summaries
     topical mini-exchanges.
This interactive system can deliver information
to the user through screen display, downloading,
and FAX.  It  is available  to off-site  computers
via  modem 24 hours a day. For information on
linking to PIES, contact:
 PEES Technical Assistance
 Science Applications International Corp.
 8400 Westpart Drive
 McLean, VA 22102
 (703)821-4800
 The  PPIC operates  a  telephone hotline for
questions and requests  for information. The hot-
line provides users who cannot  access  PIES elec-
tronically with access  to its information and ser-
vices.
 For  information on  any  of  PPlC's services,
write to:
 U.S. EPA Pollution  Prevention Office
 401 M Street S.W. (PM-219)
 Washington, D.C. 20460
or call:
 Myles E. Morse
 Office of Environmental Engineering and
  Technology Demonstration
 (202)475-7161
or:
 Prise ilia Flattery
 Pollution Prevention Office
 (202) 245-3557
                                                                                         117

-------
Other U.S. EPA offices that can  provide pol-
lution prevention information include:

  U.S. EPA Solid Waste Office
  Waste Management Division
  401 M Street SW
  Washington, D.C. 20460
  (703) 308-8402

  U.S. EPA Office of Pollution Prevention and
   Toxics
  401 M Street SW
  Washington, D.C. 20460
  (202) 260-3810

  U.S. EPA Office of Air and Radiation
  401 M Street SW
  Washington, D.C. 20460
  (202) 260-7400

  U.S. EPA Office of Water
  401 M Street SW
  Washington, D.C. 20460
  (202) 260-5700

  U.S. EPA Office of Research & Development
  Center for Environmental Research Information
  26 Martin Luther King Drive
  Cincinnati, OH 45268
  (513) 569-7562

  U.S. EPA Risk Reduction Engineering Laboratory
  26 Martin Luther King Drive
  Cincinnati, OH 45268
  (513) 569-7931

  U.S. EPA Office of Solid Waste and
  Emergency Response
  [For  questions regarding  RCRA  and Superfund
  (CERCLA), call (800) 424-9346 or
  (703) 920-9810.  To reach the Analytical
  Hotline, call (703) 821-4789.)

U.S. EPA Regional  Offices:

  Region  1 (VT, NH, ME, MA, CT, RI)
  John F. Kennedy Federal Building
  Boston, MA 02203
  (617) 565-3420

  Region  2 (NY, NJ, PR, VI)
  26 Federal Plaza
  New York, NY 10278
  (212) 264-2525
 Region 3 (PA, DE, MD, WV, VA, DC)
 841 Chestnut Street
 Philadelphia, PA 19107
 (215) 597-9800

 Region 4 (KY, TN, NC, SC, GA, FL, AL, MS)
 345 Courtland Street, NE
 Atlanta, GA 30365
 (404) 347-4727

 Region 5 (WI, MM, MI, IL, IN, OH)
 230 South Dearborn Street
 Chicago, EL 60604
 (312) 353-2000

 Region 6 (MM, OK, AR, LA, TX)
 1445 Ross Avenue, Suite 1200
 Dallas, TX 75202
 (214) 655-6444

 Region 7 (NE, KS, MO, 1A)
 726 Minnesota Ave
 Kansas City, KS 66101
   (913) 551-7050

 Region 8 (MT, ND, SD, WY, UT, CO)
 999 18th Street
 Denver, CO 80202-2405
 (303) 293-1603

 Region 9 (CA, NV. AZ, HI. GU)
 75 Hawthorne Street
 San Francisco. CA 94105
 (415) 744-1305

 Region 10 (AK, WA, OR, ID)
 1200 Sixth Avenue
 Seattle, WA 98101
 (206) 553-4973

STATE LEVEL

The  following lists agencies at the  state or terri-
tory  level  as well  as universities and  other orga-
nizations that can  provide assistance in the areas
of pollution  prevention and treatment:

Alabama

 Department of Environmental Management
 1751 Congressman W.L. Dickenson Drive
 Montgomery, AL 36130
 (205) 271-7939
 118
                                   Appendix D

-------
  Environmental Institute for Waste Management
   Studies
  University of Alabama
  Box 870203
  Tuscaloosa, AL 35487-0203
  (205) 348-8403

  Hazardous Material Management and Resource
   Recovery Program (HAMMAR)
  University of Alabama
  Tuscaloosa, AL 35487-0203
  (205) 348-8401
  FAX 348-9659

  Retired Engineers Waste Reduction Program
  P.O. Box 1010
  Muscle Shoals, AL 35660
  (205) 386-2807

Alaska

  Alaska Health Project
  Waste Reduction Assistance Program
  1818 West Northern Lights, Suite 103
  Anchorage, AK 99517
  (907) 276-2864

  Alaska Department of Environmental
   Conservation
  Pollution Prevention Program
  P.O. Box O
  Juneau, AK 99811-1800
  (907) 465-2671

Arizona

  Arizona Department of Economic Planning and
   Development
  1645 West Jefferson St.
  Phoenix, AZ  85007
  (602) 255-5705

  Arizona Department of Environmental Quality
  Office of Waste and Water Quality Management
  2005 N. Central Ave, Room 304
  Phoenix, AZ  85004
  (602) 257-2380

Arkansas

  Arkansas Industrial Development Commission
  One State Capitol Mall
  Little Rock, AR 72201
  (501)682-1121
 Arkansas Department of Pollution Control
  and Ecology
 Hazardous Waste Division — P.O. Box 8913
 Little Rock, AR 72219-8913
 (501) 570-2861

California

 Bay Area Hazardous Waste Reduction Committee
   (BAHWRC)
 City of Berkeley Environmental Health
 2180 Milvia, Room 309
 Berkeley, CA 94708
 (415)644-6510

 Cal-EPA
 Department of Toxic Substances Control
 Alternative Technology Division
 P.O. Box 806
 Sacramento, CA 95812-0806
 (916)324-1807

 California Conference of Directors of
   Environmental Health —  Subcommittee  for
   the Development of Hazardous Waste Programs
 Ventura County Environmental Health
 800 S. Victoria
 Ventura, CA 93009
 (805) 654-5039

 California Environmental Business Resources
   Assistance Center
 100 South Anaheim Boulevard
 Suite 125
 Anaheim, CA 92805
 (714) 563-0135
 (800) 352-5225

 Central  Valley Hazardous  Waste Minimization
   Committee
 Environmental Management Division
 8475 Jackson Road, Suite  230
 Sacramento, CA 95826
 (916) 386-6160

 Local Government Commission
 909 12th Street
 #205
 Sacramento, CA 95814
 (916)448-1198

 Pollution Prevention Program
 San Diego County Department of Health  Services
 P.O. Box 85261
 San Diego, CA 92186-5261
 (619) 338-2205, -2215
Technical/Financial Assistance Programs
                                            119

-------
Colorado

  Pollution Prevention Waste Reduction Program
  Colorado Department of Health
  4210 E. lllh Ave.
  Denver, CO 80220
  (303) 320-8333

Connecticut

  Bureau of Waste Management
  Connecticut   Department   of   Environmental
   Protection
  18-20 Trinity Street
  Hartford, CT 06106
  (203) 566-8476

  Connecticut Technical Assistance Program
  900 Asylum Avenue, Suite 360
  Hartford, CT 06105
  (203)241-0777

Delaware

  Pollution Prevention Program in Depl. of Natural
   Resources & Environmental Control
  89 Kings Highway
  P.O. Box  1401
  Dover, DE 19903
  (302) 739-3822

District of Columbia

  U.S. Department of Energy
  Conservation and Renewable Energy
  Office of Industrial Technologies
  Office of Waste Reduction,
  Waste Material Management Division
  Bruce Cranford CE-222
  Washington D.C. 20585
  (202) 586-9496

  Office of Recycling
  D.C. Department  of Public Works
  2000 14th  Street, NW, 8th Floor
  Washington, D.C. 20009
  (202)939-7116

Florida

  Hazardous Waste Reduction Management
  Waste Reduction Assistance Program
  Florida Dept. of Environmental Regulation
  2600 Blair Stone Road
  Tallahassee, FL 32399-2400
  (904) 488-0300
 Environmental Quality Corporation
 259 Timberlane Road
 Tallahassee, FL 32312-1542
 (904) 386-7740

 Waste Reduction  Assistance Program
 Florida Dept. of Environmental Regulation
 2600 Blair Stone  Road
 Tallahassee, FL 32399-2400
 (904) 488-0300

Georgia

 Hazardous Waste Technical Assistance
   Program
 Georgia Institute  of Technology
 GTRI/ESTL
 151  6th Street
 O'Keefe Building, Room 143
 Atlanta, GA 30332
 (404) 894-3806

 Environmental Protection Division
 Georgia Department of Natural Resources
 205  Butler Street S.E. Room 1154
 Atlanta, GA 30334
 (404) 656-2833

Guam

 Solid and Hazardous Waste Management Program
 Guam EPA
 IT&E Harmon Plaza Complex, Unit D-107
 130  Rojas Street
 Harmon, GU 96911
 (671) 646-8863-5

Hawaii

 Department of Planning and  Economic Development
 Financial Management and Assistance Branch
 P.O. Box 2359
 Honolulu, HI  96813
 (808) 548-4617

 Hawaii Department of Health
 Solid and Hazardous Waste Branch
 Waste  Minimization
 5 Waterfront Plaza, Suite 250
 500  Ala Moana Blvd
 Honolulu, ffl  96813
 (808) 586-4226
 120
                                     Appendix D

-------
Idaho

  Division of Environmental Quality
  Department of Health and Welfare
  1410 North Hilton Street
  Boise, ID 83720-9000

Illinois

  Hazardous Waste Research and Information Center
  Illinois Department of Energy & Natural
   Resources
  One E, Hazelwood Drive
  Champaign, IL 61820
  (217) 333-8940

  Industrial Waste Elimination  Research Center
  Pritzker Department of Environmental Engineering
  Illinois Institute of Technology
  3201 South Dearborn
  Room 103 Alumni Memorial Hall
  Chicago, IL 60616
  (312) 567-3535

  Illinois Environmental Protection Agency
  Office of Pollution Prevention
  2200 Churchill Road
  P.O. Box 19276
  Springfield, IL 62794-9276
  (217) 782-8700

Indiana

  Environmental Management & Education Program
  School of Civil Engineering
  Purdue University
  2129 Civil Engineering Building
  West Lafayette, IN 47907-1284
  (317)494-5036

  Indiana Department of Environmental Management
  Office of Technical Assistance
  P.O. Box 6015
  105 South Meridian Street
  Indianapolis, IN 46206-6015
  (317)232-8172

Iowa

  Iowa Department of Natural  Resources
  Wallace State Office Building
  900 East Grand Avenue
  Des Moines. IA 50319-0034
  (515)281-5145
 Iowa Waste Reduction Center
 75 BRC
 University of Northern Iowa
 Cedar Falls, IA 50614-0185
 (800) 422-3109
 (319)273-2079

 Iowa Waste Reduction Center
 University of Norther Iowa
 75 Biology Research Complex
 Cedar Falls, IA 50614
 (319)273-2079

Kansas

 Division of Environment
 Department of Health and Environment
 Forbes Field, Building 740
 Topeka, KS 66620
 (913)296-1535

 Engineering Extension Program
 Ward Hall 133
 Kansas State University
 Manhattan, KS 66506
 (916) 532-6026

Kentucky

 Waste Minimization Assessment Center
 Department of Chemical Engineering
 University of Louisville
 Louisville, KY 40292
 (502) 588-6357

 Kentucky Partners
 Room 312 Ernst  Hall
 University of Louisville
 Louisville. KY 40292
 (502) 588-7260

Louisiana

 Department of Environmental Quality
 Office of Solid and Hazardous Waste
 P.O. Box 82178
 Baton Rouge, LA 70884-2178
 (504) 765-0355

 Alternate Technologies Research and Development
 Office of the  Secretary
 Louisiana Department of Environmental Quality
 P.O. Box 44066
 Baton Rouge, LA 70804
 (504) 342-1254
 Technical/Financial Assistance Programs
                                             121

-------
Maine
Michigan
  Office of Pollution Prevention
  Department of Environmental Protection
  State House Station 17
  Augusta, ME 04333
  (207)289-2811

  Office of Waste Reduction and Recycling
  Maine Waste Management Agency
  State House Station 154
  Augusta, ME 04333
  (207) 289-5300

Maryland

  Hazardous and Solid Waste Management
   Administration
  Maryland Department of the Environment
  2500 Broening Highway — Building 40
  Baltimore, MD 21224
  (301)631-3315

  Maryland Environment Service
  2020 Industrial Drive
  Annapolis, MD 21401
  (301) 454-1941

  Technical Extension  Service
  Engineering Research Center
  University of Maryland
  College Park,  MD 20742
  (301)454-1941

Massachusetts

  Executive Office of Environmental  Affairs/
      Office of Technical  Assistance
  100 Cambridge Street, Room 1904
  Boston, MA 02202
  (617) 727-3260

  Source Reduction Program
  Massachusetts Department of Environmental
   Protection
  1 Winter Street, 7th  Floor
  Boston, MA 02108
  (617) 292-5870

  Massachusetts Department of Environmental
   Protection
  75 Grove Street
  Worchester, MA 01606
  (508) 792-7650
 Resource Recovery Section
 Department of Natural Resources
 P.O. Box 30241
 Lansing, MI 48909
 (517) 373-0540

 Office of Waste Reduction Services
 Michigan Departments of Commerce and Natural
   Resources
 P.O. Box 30004
 Lansing, MI 48909
 (517)335-1178

Minnesota

 Minnesota Pollution Control Agency
 Solid and Hazardous Waste Division
 520 Lafayette Road
 St. Paul, MN 55155-3898
 (612) 296-6300

 Minnesota Technical Assistance Program
  1313  5th Street S.E., Suite 207
 Minneapolis, MN 55414
 (612) 627-4646
 (800) 247-0015 (in Minnesota)

 Minnesota Office of Waste Management
  1350 Energy Lane
 St. Paul, MN 55108
 (612) 649-5741

 Waste Reduction  Institute for Training Application
 Research, Inc. (WR1TAR)
  1313 5th Street, S.E.
 Minneapolis, MN 55414
 (612) 379-5995

Mississippi

 Waste Reduction  & Minimization Program
 Bureau of Pollution Control
 Department  of Environmental  Quality
 P.O. Box 10385
 Jackson, MS 39289-0385
 (601)961-5171

 Mississippi Technical Assistance Program
   (MISSTAP) and Mississippi  Solid Waste
   Reduction Assistance Program (MSWRAP)
 P.O. Drawer CN
 Mississippi State, MS  39762
 (601) 325-8454
 122
                                     Appendix D

-------
Missouri

  Missouri Environmental Improvement and Energy
   Resources Authority
  P.O. Box 744
  325 Jefferson St.
  Jefferson City, MO 65102
  (314)751-4919

  Waste Management Program
  Missouri Department of Natural Resources
  P.O. Box 176
  Jefferson City, MO 65102
  (314)751-3176

Montana

  Department of Health and Environmental Sciences
  Room A-206
  Cogswell Building
  Helena, MT 59620
  (406) 444-3454

  Solid and Hazardous Waste Bureau
  Department of Health and Environmental Sciences
  Cogswell Building
  Room B-201
  Helena, MT 59620
  (406) 444-2821

Nebraska

  Hazardous  Waste Section
  Nebraska Department of Environmental
   Control
  P.O. Box 98922
  Lincoln, NE 68509-8922
  (402)471-2186

Nevada

  Nevada Small Business Development Center —
   Technical Assistance Program
  Business Environmental Program
  College  of Business Administration, MS032
  University  of Nevada — Reno
  Reno, NV  89557-0100
  (702)784-1717
  (800) 882-3233 (Nevada only)
 State Energy Conservation Program
 Office of Community Services
 Nevada Energy Program
 Capital Complex
 400 W, King
 Carson City, NV 89710
 (702) 6874990

New Hampshire

 New Hampshire Department of
   Environmental Services
 Waste Management Division —
   Planning Bureau
 6 Hazen Drive
 Concord NH 03301-6509
 (603)271-2901
 (603) 271-2902

New Jersey

 New Jersey Hazardous Waste Facilities Siting
   Commission
 Room 614
 28 West State Street
 Trenton, NJ 08608
 (609) 292-1459
 (609) 292-1026

 Hazardous Waste Advisement Program
 New Jersey Department of Environmental
   Protection & Energy
 401 East Stale Street
 Trenton, NJ 08625
 (609)777-0518

 New Jersey Institute of Technology
 Hazardous Substance Management Research
   Center
 Advanced Technology Center Building
 323 Martin Luther King Jr. Boulevard
 University Heights
 Newark, NJ 07102
 (201)596-5864

New Mexico

 Economic Development Department
 Bataan Memorial Building
 State Capitol Complex
 Santa Fe. NM 87503
 (505) 827-0380
Technical/Financial Assistance Programs
                                            123

-------
  Hazardous and Radiation Waste Bureau
  Environmental Improvement Division
  1190 St. Francis Drive
  Santa Fe, NM 87503
  (505) 827-2926

New York

  New York Environmental Facilities Corporation
  50 Wolf Road
  Albany, NY 12205
  (518)457-4222

  Environmental Compliance Services
  Erie County Office Building
  95 Franklin Street
  Buffalo, NY  14202
  (716) 846-6716

North Carolina

  Department of Environmental, Health, and Natural
   Resources
  Pollution Prevention Pays Program
  Office of Waste Reduction
  3825 Barrett  Drive,  3rd Floor
  Raleigh, NC  27609-7221
  (919) 733-7015
  (919) 571-4100

  Waste Reduction Resource Center
  3825 Barrett  Drive,  Suite 300
  P.O. Box 27687
  Raleigh, NC  27611-7687
  (919)571-4100
  (800) 476-8686

North Dakota

  Environmental Health Section
  State Department of Health
  1200 Missouri Ave,
  Bismarck, ND 58502
  (701)258-2070

  Division of Waste Management
  Department  of Health
  1200 Missouri Ave., Room 302
  Bismarck, ND 58502-5520
  (701) 224-2366
Ohio

 Division of Solid and Infectious Waste
 Attn: Pollution Prevention Section
 Ohio Environmental Protection Agency
 P.O. Box 1049
 1800 Watermark Drive
 Columbus, OH 43266-0149
 (614)644-2917

 Ohio Technology Transfer Organization
   (OTTO)
 Ohio Department of Development
 77 South High Street, 26th Floor
 Columbus, OH 43225-0330
 (614) 644-4286

 Ohio Department of Natural Resources
 Fountain Square
 Columbus, OH 43224-1387
 (614)265-6333

 Ohio Environmental  Protection Agency
 Division of Solid and Hazardous  Waste
   Management
 Pollution Prevention  Section
 P.O. Box 1049
 Columbus, OH 43266-0149
 (614)644-2917

Oklahoma

 Oklahoma Stale Department of Health
 Hazardous Waste Management Service
 1000 N.E. 10th St.
 Oklahoma City, OK  73117
 (405)271-5338

 Hazardous Waste Management Service
 Oklahoma State Department of Health
 1000 Northeast 10th Street
 Oklahoma City, OK  73152
 (405)271-7047

Oregon

 Oregon Hazardous Waste Reduction Assistance
   Program
 Department of Environmental Quality
 811 Southwest Sixth Avenue
 Portland, OR 97204-1390
 (503) 229-5913 (6570)
 800)452-4011 (in Oregon)
 124
                                    Appendix D

-------
Pennsylvania
South Carolina
  Pennsylvania Technical Assistance Program
  248 Calder Way, Suite 306
  University Park, PA 16801
  (814) 865-0427

  Center of Hazardous Material Research
  Subsidiary of the University of Pittsburgh Trust
  320 William Pitt Way
  Pittsburgh, PA  15238
  (412) 826-5320
       334-2467

  Division of Waste Minimization and Planning
  Department of Environmental Resources
  P.O. Box 2064
  Harrisburg, PA 17120
  (717) 787-7382

  Technical Specialist
  PENNTAP
  112 S. Burrowes Street
  University Park, PA 16801
  (814) 865-1914

  NETAC
  University of Pittsburgh Applied Research Center
  615 William Pitt Way
  Pittsburgh, PA  15238
  (412)826-5511

Puerto Rico

  Government of Puerto Rico
  Economic Development Administration
  Box 362350
  San Juan, PR 00936
  (809) 758-4747

Rhode Island

  Office of Environmental Coordination
  Rhode Island Department of Environmental
   Management
  83 Park Street
  Providence, RI 02903
  (401) 277-3434
  (800) 253-2674 (in Rhode Island)
 Center for Waste Minimization/Hazardous Waste
 Department of Health and Environmental Control
 2600 Bull Street
 Columbia, SC 29201
 (803) 734-5200

 Hazardous Waste Management Research Fund
 Institute of Public Affairs
 4th Floor, Ganbreil Hall
 University of South Carolina
 Columbia, SC 29208
 (803) 777-8157

 Clemson University
 Continuing Engineering Education Program
 P.O. Drawer 1607
 Clernson, SC 29633
 (803) 656-4450

 Sumter Technical  College
 South Carolina Environmental Training Center
 506 N. Guignard Dr.
 Surnter, SC 29150

South Dakota

 Dept. of Environmental and Natural Resources
 523 East Capitol
 Pierre, SD 57501-3181
 (605) 773-3151

 Division of Environmental Regulations
 Department of Water and Natural Resources
 Joe Foss Building, Room 416
 523 E. Capital Ave.
 Pierre. SD 57501
 (605)773-3153

Tennessee

 Tennessee Valley Authority
 Mail Code Old City Hall Building  2f71b
 Knoxville, TN 37901
 (615)632-3160

 Tennessee Valley Authority
 Mail  Code HV2S27OC
 Chattanooga, TN  37402
 (615) 751-3731
Technical/Financial Assistance Programs
                                             125

-------
 Tennessee Valley Authority
  1195 Antioch Pike
 Nashville, TN 37219
 (615) 360-1680

 Waste Reduction Assistance Program
 Center for Industrial Services
 University of Tennessee
 226 Capitol Blvd. Building
 Suite 401
 Nashville, TN 37219
 (615)242-2456

Texas

 RENEW
 Texas Water  Commission
 P.O. Box 13087 Capitol  Station
  Austin, TX 78711-7761
  (512)463-7761

  Texas Technical University
  P.O. Box 4679
  Lubbock, TX 79409-3121
  (806)742-1413

Utah

  Department of Chemical Engineering
  3290 MEB
  University of Utah
  Salt Lake City. UT84112
  (801) 581-5763

  Department of Environmental Quality
  288 North  1460 West
  Salt Lake City, UT 84114-4810
  (801) 538-6121

  Planning and Program Development
  Bureau of Solid and Hazardous Waste
    Management
  Utah Department of Health
  P.O. Box 16690
  288 North 1460 West Street
  Salt Lake City, UT 84116-0690
  (801) 538-6170

  Utah State University
  UMC 14
  Logan, UT 84322
  (801)750-3227
Vermont

 Vermont Department of Environmental
   Conservation
 Pollution Prevention Division
 103 South  Main Street
 Waterbury, VT 05671-0404
 (802) 244-8702

Virginia

 Air Pollution  Control Board
 P.O. Box 10089
 Richmond, VA 23240
 (804) 786-6035

Washington

 Hazardous Waste Section
 Mail StopPV-11
 P.O. Box 47600
 Washington Department of Ecology
 Olympia. WA 98504-7600
 (206) 459-6000

West Virginia

 Generator Assistance Program
 Waste Management Section
 West Virginia Division of Natural Resources
  1356 Hansford Street
 Charleston, WV 25301
 (304) 348-5989

Wisconsin

 Bureau of Solid Waste  Management
 Wisconsin Department of Natural Resources
 P.O. Box  7921
  101 South Webster Street
 Madison, WI 53707
 (608) 267-3763

Wyoming

  Wyoming Department of  Environmental Quality
  Solid Waste Management Program
  Herschler Building, 4th Floor, West Wing
  122 West 25lh Street
  Cheyenne. WY 82002
  (307) 777-7752
 126
                                     Appendix D

-------
                                                                          APPENDIX E
                                             OPTION RATING WEIGHTED
                                                                     SUM  METHOD
  The Weighted Sum Method is a quantitative
method  for screening  and ranking pollution pre-
vention  options. This method provides a means
of quantifying  the important criteria that  affect
waste management in a particular facility.   This
method  involves three steps.

1. Determine what the important criteria are in
  terms  of the program goals and constraints and
  the  overall corporate  goals  and  constraints.
  Example criteria are:
  •  Reduction in waste quantity
  •  Reduction   in waste hazard (e.g., toxicity,
    flammability, reactivity)
  •  Reduction in waste treatment/disposal costs
  •  Reduction in raw material costs
  •  Reduction in liability and insurance costs
  •  Previous successful use within the company
  •  Previous successful use in industry
  •  Not detrimental to product quality
  •  Low capital cost
  •  Low operating and maintenance costs
  •  Short implementation period with minimal
    disruption of plant operations
  The weights (on a  scale of 0 to 10, for  exam-
  ple) are determined for each of the criteria in
  relation to their importance.  For  example, if
  reduction in waste treatment and disposal costs
  are  very  important, while previous successful
  use  within  the company  is of minor  impor-
  tance,  then  the  reduction  in  waste costs is
  given  a weight of 10  and the  previous use
  within the company is given a  weight of either
  1  or 2.  Criteria that are not important are not
  included or are given a weight of 0.

2. Each option is then  rated on each criterion.
  Again a scale of  0 to 10 can be  used  (0 for
  low and 10 for high).
3.  Finally, the rating of each option for a partic
 ular criterion is multiplied by the weight of the
 criterion.  An option's overall rating is the sum
 of the products  of rating times  the  weight of
 the criterion.

 The  options with  the best overall  ratings are
then selected for the  technical and  economic
feasibility analyses.  Table E-l presents  an ex-
ample  using the  Weighted  Sum Method  for
screening and ranking options.

Table  E-l.  Sample  Calculation  Using  the
Weighted Sum  Method

ABC Corporation  has determined that reduction in
waste treatment costs is the most important criterion,
with a weight factor of 10.   Other significant criteria
include reduction  in safely hazard  (weight  of  8),
reduction  in liability  (weight of 7), and ease  of im-
plementation (weight of 5).  Options X, Y, and Z are
then each assigned effectiveness factors.  For exam-
ple, option X  is  expected to reduce waste by nearly
80%, and is given  a rating of 8.  It is given a rating
of 6 for reducing  safety  hazards,  4  for reducing
liability, and  because it  is  somewhat  difficult to
implement, 2 for ease of implementation.  The table
below shows how the options are rated overall, with
effectiveness factors estimated for options Y and Z.

                      Ratings for each option
Rating Criteria        Weight
Reduce treatment  costs   10
Reduce safety hazards    8
Reduce liability          7
Ease of implementation   5
Sum of weight times ratings
8
6
4
2
6
T
J
4
2
3
8
5
8
                                166  122  169
From this screening, option Z rates the highest with a
score of 169. Option X's score is 166 and option Y's
score is 122. In this case, both option  Z and option
X  should be selected for further evaluation  because
their scores are high and close to each other.
                                                                                           127

-------
                                                                         APPENDIX F
                                                  ECONOMIC  EVALUATION
                                                                           EXAMPLE
  The following example  presents a  profitability
analysis for a relatively large hypothetical pollu-
tion prevention project.  This project represents
the installation of a package unit that improves
plant  production  while  reducing raw  material
consumption and  disposal costs.  The analysis
was done  on a personal computer using a stan-
dard spreadsheet program.  The salient data used
in this evaluation are summarized below.

Capital Costs

• The delivered price of the equipment is quoted
  by  the  vendor  at  $170,000.    This  includes
  taxes and insurance.
• Materials costs  (piping, wiring, and concrete)
  are estimated at  $35,000.
• Installation labor is estimated at $25,000.
• Internal  engineering staff costs are  estimated at
  $7,000.    Outside  consultant   and contractor
  costs are estimated at  $15,000.
• Miscellaneous environmental  permitting  costs
  are estimated at  $15,000.
• Working capital (including chemical inventoto-
  ries, materials,  and  supplies)  is estimated  at
  $5,000.
• Startup  costs are  estimated by  the  vendor at
  $3,000.
• A contingency fund of  $20,000  for unforeseen
  costs and/or overruns  is included.
• Planning, design, and installation are expected
  to take 1 year.

Financing

• The project  will be financed 60% by retained
  earnings and 40% by  a bank loan.
• The bank  loan  will be  repaid  over 5 years of
  equal installments of principal plus  interest at
  an  annual percentage rate  of 13%.   Interest
  accrued  during  installation will be added into
  the total capital  costs.
•   All capital costs, except working capital and
   interest  accrued during construction, will be
   depreciated over 7 years using the double-de-
   clining  balance  method,  switching  to the
   straight-line method  when the charges by this
   method  become greater.
   The marginal income tax rate is 34%.
•   Escalation of all costs  is assumed to be 5%
   per year for the life of the project.
•   The firm's cost of capital is 15%.

Operating  Costs and Revenues

•   The pollution prevention project is estimated
   to  decrease  raw  materials consumption  by
   300 units per year at a cost of $50  per unit.
   The project  will not result  in increased pro-
   duction.  However, it will  produce a market-
   able by-product to be recovered at a rate of
   200 units per year  and a  price  of  $25 per
   unit.
•   The project  will reduce the quantity of haz-
   ardous waste disposed  by 200 tons per year.
   The following items  make  the total  unit dis-
   posal  costs:
                        Costs per ton  of waste

 Offsite disposal fees            $500
 State generator taxes             10
 Transportation costs              25
 Other costs                      25
   TOTAL DISPOSAL COSTS  $560

•  Incremental operating labor costs are estimat-
   ed on the basis that  the project is expected to
   require  1 hour of operator's time per 8-hour
   shift.    There  are 3  shifts  per  day  and  the
   plant  operates 350 days per year.  The wage
   rate for operators  is  $12.50  per hour.
•  Operating supplies expenses are estimated at
   30% of operating  labor costs.
 128
                                  Appendix F

-------
  Maintenance labor costs are estimated at 2% of
  the  sum  of the  capital  costs  for equipment,
  materials,  and installation.   Maintenance  sup-
  plies costs are estimated at 1% of these costs.
  Incremental supervision costs  are estimated at
  30% of the combined costs of operating and
  maintenance labor.
  The following overhead costs  are estimated as
  a percentage of the sum of operating  and main-
  tenance labor and supervision costs.
  Labor burden and benefit
  Plant overhead
  Headquarter overhead
28%
25%
20%
« Escalation of all costs is assumed to be 5% per
  year for the life of the project.
* The project life is expected to be 8 years.
• The salvage value  of the project is expected to
  be zero after 8 years.

Results

  The four-page printout in Figures F-l  through
F-4  presents  the pollution prevention  project
profitability spreadsheet program.   Figure  F-l
represents  the  input  section  of the program.
Each of the numbers  in the first three columns
represents an input variable in the program.  The
righthand  side of Figure F-l is  a  summary of the
capital requirement.  This  includes a calculation
of the interest accrued during construction  and
the financing structure  of the project.
  Figure F-2 is a table of the revenues and oper-
ating cost  items  for each of the 8 years of the
project's operating life. These costs are escalat-
ed by 5% each year  for the life of the project.
  Figure F-3 presents  the annual cash flows for
the  project    The  calculation  of  depreciation
charges and the payment of interest and repay-
ment of loan principal are also shown here.  The
calculation of  the internal  rate of return (IRR)
and  the net present value (NPV)  are based on
the annual cash  flows.  Because the project is
leveraged (financed  partly by  a  bank loan), the
equity portion  of the  investment is used as the
initial cash flow.  The NPV  and the IRR are
calculated on this basis.  The IRR calculated this
way is referred to as the "return on equity."
  The program is structured to present the  NPV
and  FRR after  each  year of the project's operat-
        ing life.  In the example, after 6 years, the IRR
        is 19.92% and the NPV is $27,227.
          Figure F-4 is a cash flow table  based  entirely
        on equity  financing.   Therefore, there  are no
        interest payments or debt  principal  repayments.
        The NPV and the IRR  in this case are based on
        the entire capital investment in the project.  The
        IRR calculated this way is referred to as  the "re-
        turn on investment."
          The results of the profitability analysis  for this
        project are summarized  below:
Method of Financing
60% equity/40% debt
100% equity
IRR      NPV
26.47%   $84,844
23.09%   $81,625
        The IRR values are greater than the  15% cost of
        capital, and the NPVs  are positive.  Therefore,
        the project is attractive  and should be implemen-
        ted.
Economic Evaluation Example
                                                   129

-------
OJ
o
•a
•o
ft

a.
3"

•fl
Pollution Prevention
Profitability Program


Capital Cost Factors

Capital Cost
Equipment
Materials
Installation
Plant Engineering
Con tractor /Engineering
Permitting Costs
Contingency
Working Capital
Start-up Costs

% Equity
% Debt
Interest Rate on Debt, %
Debt Repayment, years

Depreciation period
Income Tax Rate, %

Escalation Rates, %

Cost of Capital (lor NPV)







$170,000
$35,000
$25,000
$7,000
$15,000
$15,000
$20,000
$5,000
$3,000

60%
40%
13.00%
5

7
34.00%

5.0%

15.00%




























started 5/22/87
last changed 8/1/87

INPUT




Operating Coil/Revenue Faclort

Increased Production
Increased Rate, units/year
Price, $/unit

Marketable By-products
Rate, units/year
Price, $/unit

Decreased Raw Materials
Decreased Rate, units/year
Price, $/unit

Decreased Waste Disposal
Reduced Waste, tons/year
Offsite Fees, $/ton
State Taxes, $/ton
Transportation, $/ton
Other Disposal Costs, $/ton
Total Disposal Costs, $/ton





0
$100


200
$40


300
$50


200
$500
$10
$25
$25
$560





































Operating Labor
Operator hours/shift
Shitts/day
Operating days/year
Wage rate, $/man-hour

Operating Supplies
(% ol Operating Labor)

Maintenance Costs
1% of Capital Costs)
Labor
Materials

Other Labor Costs
(% of O&M Labor)
Supervision







1
3
350
$13.50

30%




2.00%
1.00%



30.0%
(% of O&M Labor + Supervision)
Plant Overhead
Home Office Overhead
Labor Burden

25.0%
20.0%
28.0%
































CAPITAL REQUIREMENT

Construction Year

Capital Expenditures
Equipment
Materials
Installation
Plant Engineering
Contractor/Engineering
Permitting Costs
Contingency
Start-up Costs
Depreciable Capital
Working Capital
Subtotal
Interest on Debt
Total Capital Requiremen

Equityjnvestment
Debt Principal
Interest on Debt
Total Financing







1


$170,000
$35jOOO
$25,000
$7,000
$15,000
$15,000
$20,000
$3,000
$290,000
$5,000
$295,000
$14,230
$309,230

$185,538
$109,462
$14,230
$309,230


                                           Figure F-l.  Input Information and Capital Investment

-------
m
o

i
o
3
m
73_

n'
REVENUE AND COST FACTORS

Operating Year Number
Escalation Factor







1.000

INCREASED REVENUES
Increased Production |
Marketable By-products
Annual Revenue







OPERATING COST/SAVINGS
Raw Materials
Disposal Costs
Maintenance Labor
Maintenance Supplies
Operating Labor
Operating Supplies
Supervision
Labor Burden
Plant Overhead
Home Office Overhead
Total Operating Costs
























1
1.050


$0
$8,400
$8,400


$15,750
$117,600
($4,830)
($2,415)
($14.884)
($4,465)
($5,914)
($7,176)
($6,407)
	 [$5,126)
$82,134


2
1.103


$0
$8,820
$8,820


$16,537
$123,480
($5,071)
($2,536)
($15,628)
($4,688)
($6,210)
($7,535)
($6,727)
($5,382)
$86,240


3
1.158


$0
$9,261
$9,261


$17,364
$129,654
($5,325)
($2,663)
($16,409)
($4,923)
($6,520)
($7,911)
($7,064)
($5,651)
$90,552


4
1 216


$0
$9,724
$9,724


$18,233
$136,137
($5.591)
($2,796)
($17,230)
($5,169)
($6,846)
($8,307]_
($7,41_7|_
($5,933)
$95,080


5
1.276


$0
$10,210
$10,210


$19,144
$142,944
($5,871)
($2,935)
($18,091)
($5,427)
($7,189)
($8,722)
($7,788)
($6,230)
$99,834


6
1.340


$0
$10,721
$10,721


$20,101
$150.091
($6,164)
($3,082)
($18,996)
($5,699)
($7,548)
($9,158)
($8,177)
($6,542)
$104,826


7
1.407


$0
$11,257
$11,257


$21,107
$157,595
($6,473)
($3,236)
($19,946)
($5,984)
($7,925)
($9,616)
($8,586)
($6,869)
$110,067


8
1.477


$0
$11,820
$11,820


$22,162
$165,475
($6,796)
($3,398)
($20,943)
($6.283)
($8,322)
($10,097)
($9,015)
($7,212)
$115,570
                                                 Figure F-2.  Revenues and Operating Costs

-------
RETURN ON EQUITY/RETURN ON ASSETS |

Construction Year
Operating Year

Book Value





Depreciation (by straight-
Depreciation (by double
Depreciation

Debt Balance
Interest Payment
Principal Repayment

CASH FLOWS

Construction Year
Operating Year

Revenues
+ Operating Savings
Net Revenues
• Depreciation
- Interest on Debt
Taxable Income
- Income Tax
Profit after Tax
+ Depreciation
- Debt Repayment
After-Tax Cash Flow

Cash Flow for ROE
Net Present Value
Return on Equity
26.46%
D



























1




1

$290,000 $207,143
no) I $41,429
B) $82,857


$123.692





1














($185,538)
($185,538)


$82,857

$123,692
$16,080
$24,738




1

$8,400
$82,134
$90,534
$82,857
$16,080
($8,403)
($2,857)
($5,546)
$82,857
$24,738
$52,572

$52,572
($139,823)
-71,66%




i
"" 	 2[--- 	 3

$147,959 I $105,685
$41.429
$59,184
~~$59~,184~

$98,954
$12,864
$24,738




2

$8,820
$86,240
$95,060
$59,184
$12,864
$23,013
$7,824
$15,188
$59,184
$24,738
$49,634

$49,634
($102,293)
-32.21%

| $41,429
$42.274
$42,274

$74,215
$9,648
$24,738




3

$9,261
$90,552
$99,813
$42,274
$9,648
$47,891
$16,283
$31,608
$42.274
$24,738
$49,144

$49,144
($69,980)
•9.63%




4

$64.257
$41,429
$30,196
$41,429

$49,477
$6,432
$24,738




4

$9,724
$95,080
$104,804
$41,429
$6,432
$56,943
$19,361
$37,583
$41,429
$24,738
$54,273

$54,273
($38,949)
4.22%




5

$22,828
$41,429
$18,359
$41,429

$24,738
$3,216
$24,738




5

$10,210
$99,834
$110,044
$41,429
$3,216
$65,400
$22,236
$43,164
$41,429
$24,738
$59,854

$59,854
($9,191)
12.93%




6

$0
$41,429
$6,522
$22,828

$0
$0
$0




6

$10,721
$104,826
$115.546
$22,828
$0
$92,718
$31,524
$61,194
$22,828
$0
$84,022

$84,022
$27,134
19.91%




7

$0
$0
$0
$0

$0
$0
$0




7

$11,257
$110,067
$121,324
$0
$0
$121,324
$41 ,250
$80,074
$0
$0
$80,074

$80,074
$57,237
23.84%




8

$0
$0
$5J
$0 j

$0
$0
$0




8

$11,820
$115,570
$127,390
$0
$0
$127,390
$43,313
$84,077
$0
$0
$84,077

$84,077
$84,722
26.46%

"0
tt


a.
Figure F-3.  Cash Flows for Return on Equity

-------
 M
 —

 E
 5'



 i
 3
•o
RETURN ON INVESTMENT

Construction Year
Operating Year

Book Value






1


$290,000
Depreciation (by straight-line)
Depreciation (by double DB)
Depreciation

CASH FLOWS

Construction Year
Operating Year

Revenues
* OpwrtrjJ Savings
Net Revenues
« Depreciation
Taxable Income
• Income Tax
Profit after Tax
+ Depreciation
After-Tax Cash Flow

Cash Flow for ROI
Net Present Value
Return on Investment
23.08%

























1












($295,000)
($295,000)





1

$207,143
$41.429_|
$82,857
$82,857,




1

$8,400
$82,134
$90,534
$82,857
$7,677
$2,610
$5,066
$82,857
$87,924

$87,924
($218,545)
•70.20%




2

$147,959
$41,429
$59,184
$59,184




2

$8,820
$86,240
$95,060
$59,184
$35,877
$12,198
$23,679
$59,184
$82,862

$82,862
($155,889)
-30.04%




3

$105,685
$41,429
$42,274
$42,274




3

$9,261
$90,552
$99,813
$42,274
$57,539
$19,563
$37,976
$42,274
$80,250

$80,250
($103,123)
-7.77%




4

$64,257
$41,429^
$30,196
$41,429




4

$9,724
$95,080
$104,804
$41,429
$63.375
$21,548
$41,828
$41,429
$83,256

$83.256
($55,521)
5.25%




5

$22,828
$41,429
$18,359
$41,429




5

$10,210
$99,834
$110,044
$41,429
$68,616
$23,329
$45,286
$41,429
$86,715

$86,715
($12,408)
13.20%




6

$0
$41,429
$6,522
$22,828




6

$10,721
$104,826
$115,546
$22,828
$92,718
$31,524
$61,194
$22,828
$84,022

$84,022
$23,917
17.98%




7

$0
$0
$0
$0




7

$11,257
$110,067
$121,324
$0
$121,324
$41,250
$80,074
$0
$80,074

$80,074
$54,019
20.96%




8

$0
$0
$0
$0




8

$11,820
$115,570
$127,390
$0
$127,390
$43,313
$84,077
$0
$84,077

$84,077
$81,504
23.08%

                                            Figure F-4. Cash Flows Based on Equity Financing

-------
                                                                      APPENDIX G
                                                POLLUTION PREVENTION
                                                   REFERENCE MATERIAL
 This Appendix lists reference material that may
be helpful to you as you develop your pollution
prevention program.  The list is divided into the
following sections:
 •  U.S. EPA reports
 •  state environmental agency reports
 •  reports  by other  U.S.,  regional, and local
    agencies
 •  foreign and international agency documents
 •  industrial  and  professional  societies;  uni-
    versities; corporations reports
 •  books
 •  journal articles
The mailing addresses  and telephone numbers
for  the U.S. EPA  and  the state environmental
agencies are listed in Appendix D.
U.S.   ENVIRONMENTAL
AGENCY
PROTECTION
  The  Pollution  Prevention  Research  Branch
  maintains a listing of its current projects and
  publications.  Contact the U.S. EPA Risk Re-
  duction  Engineering  Laboratory,  Cincinnati,
  Ohio.

  Achievements in Source Reduction and Recy-
  cling for Ten Industries in the  United States,
  EPA/600/2-91/051**
On this and subsequent pages,
*   Available from National Technical  Information
    Service as part of a five-volume  set, NTIS No.
    PB-87-114-328. (703) 487-4650
**  Available  from  U.S.  EPA  CER1  Publications
    Unit, 26  West Martin  Luther King  Drive,  Cin-
    cinnati, OH 45268. (513) 569-7562.
Electronic Information Exchange System (EIES)
- User Guide, Version 1.1, U.S. EPA Pollution
Prevention Information Clearing House (PPIC),
EPA/600/9-89/086

The  Environmental Challenges of the 1990' s,
Proceedings of the International Conference on
Pollution Prevention:  Clean Technologies and
Clean Products, EPA/600/9-90/039.

Industrial Pollution  Prevention Opportunities
for the 1990s, EPA/600/891/052**

Pollution Prevention Benefits Manual, Phase II,
October,  1989.  Draft available from U.S. EPA
Pollution  Prevention  Information   Clearing
House (PPIC).

Pollution  Prevention 1991: Progress on Re-
ducing Industrial Pollutants, EPA-21P-3003.

Powder  Coatings  Technology Update,   EPA-
450/3-89-33.

Total Cost Assessment:  Accelerating Industrial
Pollution  Prevention  Through Innovative Pro-
ject  Financial Analysis,  with  Applications to
the Pulp and Paper  Industry,  Report  Prepared
by the Tellus  Institute, December 1991.

A series of reports on waste minimization:
  •  Waste Minimization: Environmental  Quali-
     ty with Economic Benefits, 2nd. ed., April
     1990, EPA/530/SW-90/044.
  •  Waste Minimization — Issues and Options,
     Vols. I-III  EPA/530/SW-86/041  through
     /043 (Washington, D.C.: U.S. EPA, 1986)*
  •  Report to Congress:  Waste Minimization,
     Vols. I  and  II.  EPA/530/SW-86/033 and
     /034  (Washington,  D.C.:    U.S.   EPA,
     1986)**
 134
                                                   Appendix G

-------
 A series of manuals** describe  waste mini-
 mization options for specific industries.  This
 is a continuing series which currently includes
 the following titles:
   * Guide  to Pollution Prevention: The Pesti-
     cide  Formulating  Industry,   EPA/625/7-
     90/004.
   * Guide  to Pollution  Prevention: The Paint
     Manufacturing   Industry,   EPA/625/7-
     90/005.
   * Guide  to Pollution Prevention: The Fabri-
     cated  Metal  Products    Industry,
     EPA/625/7-90/006.
   * Guide  to Pollution Prevention: The Print-
     ed  Circuit Board Manufacturing Industry,
     EPA/625/7-90/007.
   • Guide  to Pollution  Prevention: The Com-
     mercial Printing Industry, EPA/625/7-90/-
     008.
   • Guide  to   Pollution  Prevention:  Selected
     Hospital   Waste  Streams,   EPA/625/7-
     90/009.
   * Guide  to  Pollution Prevention: Research
     and Educational Institutions,  EPA/625/7-
     90/010.
   * Guide   to  Pollution  Prevention:   The
     Photoprocessing Industry, EPA/625/7-90/-
     012.
   • Guide  to Pollution  Prevention: The Auto-
     motive   Repair   Industry,   EPA/625/7-
     91/013.
   « Guide to Pollution Prevention: The Fiber-
     glass Reinforced and Composite  Plastics
     Industry, EPA/625/7-91/014.
   * Guide to  Pollution Prevention: The  Ma-
     rine Maintenance  and  Repair  Industry,
     EPA/625/7-91/015.
    * Guide to  Pollution Prevention: The Auto-
     motive   Refinishing   Industry,
     EPA/625/791/016.
    « Guide to  Pollution  Prevention: The Phar-
     maceutical Industry, EPA/625/7-91/017,
STATE  ENVIRONMENTAL  PROTECTION
AGENCIES

Alaska Health Project

  Wigglesworth,  D.  Profiting from  Waste Re-
  duction in Your Small Business, 1988, 46 pp.
 On-site Consultation Audit Reports for facilities
 of the following types:
   aviation facility
   dairy foods processor
   dry cleaner
   fur dressing and tanning shop
   high school
   laboratory facility
   oil field service company
   photofinishing shop
   plastic  bottle making/chemical manufacturing
   regional hospital
   seafood processing plant
   secondary seafood processor

 Waste Reduction Tips for;
   all businesses
   dry cleaners
   local governments
   newspaper manufacturers
   photofmishers
   print shops
   vehicle repair shops

California Environmental Protection Agency

 Alternative Technologies for the Minimization
 of Hazardous Waste, July 1990.

 Alternative Technology for Recycling and Trea-
 tment of Hazardous Waste:  3rd Biennial Re-
 port, 1986.

 Economic  Implications   of  Waste  Reduction,
 Recycling.  Treatment and Disposal  of Hazard-
 ous Wastes: Fourth Biennial Report, July 1988,
 126 pp.

 Guide to Solvent Waste  Reduction Alternatives,
 October  1986.

 Waste Minimization for Hazardous Materials
 Inspectors:   Module I,  Introductory Text with
 Self-Testing Exercises, January 1991, 114 pp.

 Waste Minimization  Assessment  Procedures:
 Module II.
 Unit 1:   Waste  Minimization Assessment
          Procedures for the Inspectors  with
          Self-Testing Exercises.
 Unit 2:   Waste  Minimization Assessment
          Procedures for the Generator
Pollution Prevention Reference Material
                                          135

-------
 Waste Minimization for the Metal Finishing
 Industry:  Module III.

 Waste Minimization:  Small Quantity Genera-
 tors  at  Los  Angeles  International Airport.
 February, 1991.

 Various  industry-specific  checklists; represen-
 tative titles include:
   Printed Circuit Board Manufacturers, Febru-
   ary 1991.
   Waste Reduction for the Pesticide Formulat-
   ing Industry, March 1989.
   Waste Reduction for the Aerospace Industry,
   April 1990,
   Waste  Minimization  for Metal  Finishers,
   February 1991.
   Waste Minimization for Automotive Repair
   Shops, February 1991.
   Waste  Reduction   for  the   Commercial
   Printing Industry, August 1989,
   Waste Reduction  Can  Work for You!,  April
   1990.
   Waste  Reduction  for  Paint  Formulators,
   December  1989.

Connecticut Technical Assistance Program

 Waste Minimization  and Pollution Prevention:
 Self-Audit Manual — Metal Finishing, prepared
 by  Integrated  Technologies, Inc., September
  1990.

Minnesota Technical Assistance Program

 Final Report on the  Internship  served at Gage
 Tool Company, 1985.

Minnesota  Waste  Reduction   Institute   for
Training  and  Applications  Research,  Inc.
(WRITAR)

 Minnesota Guide to Pollution Prevention Plan-
 ning, February 1991.

 Survey of State Legislation. March, 1992.

 Survey  and  Summaries  of State  Legislation
 Relating  to   Pollution  Prevention,  January,
  1991.
North  Carolina Department of  Environment,
Health, and Natural Resources

 General and Program Information:
   • Case Summaries of Waste  Reduction by
     Industries in the Southeast
   • Developing and Implementing a Waste Re-
     duction Program
   • Pollution   Prevention   Challenge  Grant
     Information
   • Waste Reduction Techniques:  An Over-
     view
   * Handbook for Using a Waste Approach to
     Meet Aquatic Toxicity Limits
   • Hazardous Materials in North  Carolina:
     A  Guide for  Decisionmakers  in Local
     Government
   • Directory of  Industrial  and  Commercial
     Recyclers Serving  North Carolina  Busi-
     nesses and Communities
   • Directory of State and Local Contacts for
     Recycling Information and Assistance
   • List of available audiovisual  materials

 Industry-Specific Information:
   • Water  Conservation for   Electroplaters:
     Rinse Tank Design
   • Water  Conservation for   Electroplaters:
     Rinse Water Reuse
   • Water  Conservation for   Electroplaters:
     Counter-Current Rinse
   • Drag-out Management for Electroplaters
   • Atmospheric Evaporative Recovery Applied
     to a Nickel Plating Operation
   • A Workbook for Pollution  Prevention by
     Source Reduction in  Textile
   • Wet Processing
   • Identification  and Reduction  of  Pollution
     Sources in Textile Wet Processing
   • Identification and Reduction of Toxic Pol-
     lutants in Textile Mill Effluents
   • Water Conservation for Textile Mills
   * Dye Bath and Bleach Bath  Reconstitution
     for Textile Mills
   • Ultraviolet Light Disinfection  of Water in
     a Textile Air Washer
   • Water and Chemical Reduction for  Cool-
     ing Towers
   • Small Solvent Recovery Systems
   • Solvent Loss Control - Things  You Can Do
     Now
   • Managing and Recycling Solvents
136
                                  Appendix G

-------
   • Managing and  Recycling Solvents in  the
     Furniture Industry
   • Waste  Reduction  Options  for  Radiator
     Service Firms
   • Waste Reduction  Options for Automobile
     Salvage Yards
   • Garage  Owners:  Handling of Hazardous
     and Solid Waste
   • Pollution Prevention  Techniques for  the
     Wood Preserving Industry
   • Silver Recovery Systems and Waste Reduc-
     tion in Photoprocessing
   • Recovery of Volatile Organic Compounds
     from Small Industrial Sources
   • Companion Document for the Conference
     on  Waste  Reduction for  Industrial  Air
     Toxic Emissions
   • Pollution Reduction Strategies in the  Fi-
     berglass  Boatbuilding  and  Open-Mold
     Plastics Industries
   • Marine  Maintenance and Repair:  Waste
     Reduction and Safety Manual
   • List of available pollution prevention pub-
     lications for the food processing  industry
   • Ten Fact Sheets on Pesticides and Water
     Quality
   • Pesticide   Rinsatc  Recycling   Facilities
     Design Guide
   • Reduction  in  Pollution  from   Irrigated
     Farming
   • Waste Management Strategies  for Hos-
     pitals and Clinical Laboratories
   • Reduction   Techniques for  Laboratory
     Chemical Wastes
   • Reduction of Hazardous Waste from High
     School Chemistry Labs
   • Pollution  Prevention  Pays   Instruction
     Manual for Technical Colleges

Ohio EPA

  Facility Pollution  Prevention  Planning:   A
  Matrix of the Provisions of Twelve State Laws,
  October 1990, 25pp.

Oregon Department of Environmental Quality

  Benefitting for Toxic Substance and Hazardous
  Waste Reduction, October 1990.
Tennessee Waste Reduction Assistance
Program

 Waste  Reduction Assessment and  Technology
 Transfer  (WRATT) Training Manual, 2nd  ed.,
 1989, 200+ pp.

 Writing a  Waste  Reduction  Plan:  Charting
 Your Company's Course Towards Better Waste
 Management, A How-To Book for Tennessee
 Generators
OTHER  U.S.,  REGIONAL,  AND  LOCAL
AGENCIES

City of San Jose, CA

 Brown, S., R. Kessler, and G. Lynch. Hazard-
 ous  Waste  Management  and Reduction:   A
 Guide for Small- and Medium-Sized Businesses,
 1989.

Great Lakes  Rural Network

 Maher,  J., P. Rafferty, and  0. Burch.   The
 Small Business Guide  to Hazardous  Materials
 Management, 1988, 195 pp.

Local  Government Commission

 Low  Cost Ways to Promote Hazardous Waste
 Minimization: A   Resource Guide for Local
 Governments, October  1988, 54 pp.

 Minimizing   Hazardous   Wastes:  Regulatory
 Options  for Local  Governments,   December
 1988, 31 pp.

 Reducing Industrial and Commercial  Toxic Air
 Emissions by Minimizing  Waste: The  Role  of
 Air Districts, November 1990, 33 pp.

 Reducing Industrial  Toxic  Waste   and Dis-
 charges: The Role ofPOTW's, December 1988,
 33pp.

Ohio Department of Natural Resources

 Recycling Basics: A  Positive Waste Manage-
 ment Alternative for Ohio, 1989, 43 pp.
Pollution Prevention Reference Material
                                                                                         137

-------
Southern States Energy Board

  Waste Minimization: Workshop  Guidance and
  Sourcebook, July 1990,

U.S. Congress, Office of Technology
Assessment

  Serious Reduction of Hazardous  Waste, 1986,

U.S. Department of Defense

  Proceedings  of  the  1991 DODIIndustry Ad-
  vanced Coatings  Removal  Conference,  San
  Diego.

  Proceedings  of  the  1990 DODI Industry Ad-
  vanced Coatings Removal Conference, Atlanta,

U.S. Department of Energy

  Architect's and  Engineer's  Guide to Energy
  Conservation in Existing Buildings, DOE/RL/-
  01830P-H4.
  Volume 1:   Energy Use Assessment  and Sim-
              ulation Methods.
  Volume 2:   Energy Conservation  Opportuni-
              ties.

  First Annual International Workshop on Sol-
  vent  Substitution,  Phoenix,  December,  1990.
  (With U.S. Air Force)

  Model Waste Minimization and Pollution Pre-
  vention Awareness Plan, February  1991, 32 pp.
FOREIGN AND INTERNATIONAL
AGENCIES

Dutch   Ministry   of  Economic   Affairs.
DDU/DOP,  Rooseveltstraat  52-56,  2321  BM
Leiden, The Netherlands, tcl. +3171352500

  Manual for  the Prevention of Waste and Emis-
  sions, Pan I, June 1991.

World Bank

  The Safe Disposal of Hazardous Wastes, Tech-
  nical Paper  Number 93.
INDUSTRIAL AND PROFESSIONAL
ASSOCIATIONS; UNIVERSITIES;
CORPORATIONS

Air Pollution Control  Association

 Cole, G. E. VOC emission  reduction  and other
 benefits achieved by major  powder  coating
 operations. Paper No. 84-38,1, June 25, 1984.

American Society for  Testing and Materials

 Handbook  of  Vapor  Decreasing.  Special
 Technical Publication 310-A. April, 1976.

Center  for Hazardous  Materials   Research.
University of Pittsburgh Applied Research Cen-
ter, 320 William Pitt Way, Pittsburgh, PA 15238

 Hazardous Waste  Minimization  Manual  for
 Small  Quantity  Generators  in  Pennsylvania.
 April 1987.

Chemical Manufacturers Association. 2501 M
Street, N.W., Washington, DC 20037, (202) 887-
1100

 Improving Performance  in the  Chemical  In-
 dustry,  Ten  Steps for  Pollution Prevention,
 September 1990,

 Waste Minimization Resource Manual, 1989.

CH2M Hill. Washington, D.C.

 Higgins, T, E. Industrial Process Modifications
 to Reduce Generation of Hazardous Waste at
 DOD Facilities:  Phase I Report, 1985.

Dow Chemical.  Midland, MI 48674,

 Environmental Protection Guidelines for Oper-
 ations. 18  pp.

Environment Reporter.

 Blueprint  for National Pollution  Prevention
 Strategy, 56 FR 7849, February 26, 1991.
 138
                                 Appendix G

-------
Hazardous Materials Control Research  Insti-
tute. Atlanta, GA.

  Fromm,  C.  H.  and M.  S.  Callahan. "Waste
  Reduction Audit Procedure." Conference  of the
  Hazardous Materials Control Research  Insti-
  tute, pp.  427-435, 1986.

HAZTECH International

  Fromm,  C., S. Budaraju, and S. A. Cordery.
  "Minimization of Process Equipment Cleaning
  Waste."  Conference Proceedings of HAZTECH
  International, pp. 291-307, Denver, August 13-
  15, 1986.

3M Corporation. St. Paul, MN.

  Ideas —  A Compendium of 3M Success Stories

Rutgers University

  D. Sarokin.  "Reducing  Ha/ardous  Wastes at
  ihe Source:  Case Studies of Organic Chemical
  Plants in  New  Jersey." paper presented  al
  Source  Reduction of Hazardous Waste  Con-
  ference,  August 22, 1985.

Pollution  Probe Foundation, Toronto, Ontario.

  Campbell,  M.  E.,  and  W.  M.  Glenn.  Profit
  from Pollution Prevention, 1982.

Pacific  Basin  Consortium  for  Hazardous
Waste Research,  East/West  Cenier,  Honolulu,
HI.

  Waste Minimization: Training Course. Novem-
  ber 1990.
BOOKS

Durney, L. J., edilor.  Electroplating Engineer-
ing Handbook. 4In ed.,  New  York: Van Nos-
trand  Reinhold. 1984.

Freeman,  H.  Hazardous  Waste Minimization.
New  York: McGraw-Hill, 1990,  343 pp.  ISBN
0-07-022043-3.
Glasstone, S.  Energy Deskbook. New York: Van
Nostrand Reinhold, 1983, 453 pp.

Hu, S. D. Handbook of Industrial Energy Con-
servation. New York: Van Nostrand, 1983, 520
pp.

Industrial Waste Audit and Reduction  Manual.
2nd ed.   Ontario: Ontario Waste Management
Corporation,  July  1989,  91 pp.    ISBN-7729-
5851-3.

Van Weenan, J.  C.  Waste Prevention: Theory
and Practice. The Hague:  CIP-Gegevans Konin-
klije Bibliotheek, 1990.
JOURNAL ARTICLES

Baunier,  A. R.  "Making Environmental Audits,"
Chemical Engineering 89(22) 1982, p. 101.

"Cryogenic Paint Stripping." Product Finishing,
December 1982, pp. 54-57.

Danneman, J. "UV Process  Provides Rapid Cure
for Compliant  Wood Finishes." Modern Paint
and Coatings 78(2) 1988, pp. 28-29.

Dumey,  J. "How to  Improve Your Paint Strip-
ping."   Product  Finishing,  December  1982,
pp.52-53.

Fischback, B. C. "Waste Reduction Methodology
and Case Histories al Dow Chemical's Pittsburg,
California Plant Site." Environmental Progress
10(1) 1991, pp. F12-F13.

Geltenan, E.  "Keeping  Chemical  Records  on
Track." Chemical Business 6(11) 1984, p. 47.

Hickman, W. E.  and  W. D. Moore. "Managing
the Maintenance  Dollar," Chemical Engineering
93(7) 1986, p. 68.

Ingleston, R.  "Powder Coatings: Current Trends,
Future Developments."  Product  Finishing,  Au-
gust 1991, pp. 6-7.

Kletz,  T. A.  "Minimize Your Producl Spillage."
Hydrocarbon Processing 61(3)  1982, p. 207.
 Pollution Prevention Reference Material
                                         139

-------
Krishnaswamy, R. and N. H. Parker. "Corrective
Maintenance   and  Performance   Optimization,"
Chemical Engineering 91(7) 1984, p. 93.

Lenckus,  D.  "Increasing  Productivity."  Wood
and Wood Products 87(4)  1982, pp. 44-66, May
1982.

Manik,  R.  and L.  A. Dillard.  "Toxics Use Re-
duction  in  Massachusetts:  The Blackstone Pro-
ject."  Journal  of  the  Air Waste Management
Association 40(10)  1990, pp. 1368-1371.

"Measuring   Pollution  Prevention   Progress."
Pollution  Prevention Review,  Spring  1991,  pp.
119-130.

Nelson, K. E. "Use These Ideas to Cut Waste."
Hydrocarbon  Processing,  March  1990, pp.  93-
98.

Pilcher, P. "Chemical Coatings in the Eighties:
Trials,  Tribulations,  and  Triumphs."  Modern
Paint and Coatings 78(6) 1988, pp. 34-36.

Pojasek, R. "Contrasting Approaches to Pollution
Prevention Auditing." Pollution Prevention  Re-
view, Summer 1991, pp. 225-235.

Rimberg,  D.  "Minimizing Maintenance  Makes
Money." Pollution Engineering 12(3) 1983, p.
46.

Singh,  J.  B.  and R.  M. Allen. "Establishing a
Preventative Maintenance Program," Plant Engi-
neering, February 27, 1986, p.  46.

Smith,  C.  "Troubleshooting Vapor Degreasers."
Product Finishing, November 1981, pp. 90-99.

"Waste Minimization  for Chlorinated Solvent
Users." ChemAware, June  1988.
 140                                                                               Appendix G

-------
                                                                       APPENDIX H
                                              GLOSSARY OF POLLUTION
                                                        PREVENTION  TERMS
This appendix  describes terms specifically relat-
ed to pollution prevention as they are used  in
this guide.

Assessment  Phase — See Pollution Prevention
Assessment Program.

Assessment  Team — See Pollution Prevention
Assessment Team,

CERCLA — Comprehensive  Environmental Re-
sponse Compensation and  Liability Act,

Cross-Media Transfer — Refers to the transfer
of hazardous  materials  and  wastes  from one
environmental medium to another.

Environmental Management Hierarchy — The
Pollution Prevention  Act  of  1990 established a
hierarchy as national  policy.  The  hierarchy fol-
lows this order; (1) Prevent  or reduce pollution
at the source wherever feasible,  (2) Recycle, in
an environmentally acceptable manner, pollution
that  cannot  feasibly  be  prevented.   (3) Treat
pollution that  cannot  feasibly  be prevented  or
recycled.  (4)  Dispose of, or otherwise  release
into  the  environment, pollution only as a  last
resort.

Feasibility Analysis Phase — The point in a pol-
lution  prevention  program at  which screened
waste  reduction options  are evaluated  techni-
cally, economically, and  environmentally.  The
results  are used to select options  to  be  recom-
mended for implementation.

Implementation Phase — The step in  a pollution
prevention  assessment where procedures, train-
ing,  and equipment changes  are put into action
to reduce waste.
Mass Balance — A method of accounting for the
quantities  of  materials  produced,  consumed,
used, or accumulated at; released from; or trans-
ported  to  or from a  process  or  facility  as a
waste,  commercial  product  or byproduct, or
component of a commercial product or byprod-
uct.

Multimedia  — Refers to all environmental media
(air, land, and water) to which a hazardous sub
stance, pollutant,  or  contaminant  may  be  dis-
charged, released, or displaced.

Pollution/Pollutants — In this  report, the terms
"pollution" and  "pollutants"  refer to  all nonpro-
ducl  outputs, irrespective of any recycling or
treatment that may prevent  or  mitigate releases
to the environment.

Pollution  Prevention  — The use  of materials,
processes,  or practices  that  reduce  or  eliminate
the creation of pollutants or wastes at the source.
It includes practices that reduce the use of haz-
ardous materials, energy, water or other resourc-
es, and practices  that protect natural  resources
through conservation or more efficient use.

Pollution  Prevention  Assessments  —  System-
atic,  periodic internal  reviews  of specific  pro-
cesses  and operations  designed  to  identify and
provide information about opportunities to re-
duce the use, production, and generation of toxic
and hazardous materials and  waste.

Pollution  Prevention  Assessment  Team  — A
group  assembled  within  a  facility  to  conduct
waste reduction assessments.  They are selected
on the  basis of their expertise and knowledge of
the process operations.
                                                                                        141

-------
Pollution Prevention Champion — One or more
people designated  to facilitate the pollution pre-
vention program by resolving conflicts.

Pollution Prevention Task  Force  —  Overall
group responsible  for instituting a pollution pre-
vention program,  for performing a preliminary
assessment, and for guiding the program  through
the development stages.

Preliminary  Assessment/Pre-assessment  —  A
facility  survey  performed  early in the  develop-
ment  of a pollution prevention  program for the
purpose  of  determining  which  areas  present
opportunities  for  pollution  prevention.    The
information  gathered during the pre-assessment
is  used  to prioritize  sites for detailed assessment
later.

RCRA  — Resource  Conservation and Recovery
Act.

Recycling — Using,  reusing,  or reclaiming mate-
rials/waste, including processes that regenerate a
material or recover a usable product from it.

SARA — Superfund  Amendments and Reauthori-
zation Act.

Source Reduction — As defined in the Federal
Pollution Prevention Act,  source reduction  is
"any  practice which 1)  reduces the amount  of
any hazardous  substance,  pollutant, or contami-
nant entering any  waste  stream or otherwise  re-
leased into  the environment (including  fugitive
emissions) prior to recycling, treatment, and dis-
posal; and  2)  reduces  the hazards  to  public
health and the environment  associated with the
release  of such substances,  pollutants,  or con-
taminants. The term includes equipment or tech-
nology modifications, process or procedure mod-
ifications, reformulation  or redesign of products,
substitution  of raw materials, and  improvements
in housekeeping, maintenance, training, or inven-
tory control."  Source reduction does not entail
any form of waste  management (e.g.,  recycling
and treatment).   The  Act  excludes from  the
definition  of  source reduction  "any  practice
which alters  the physical, chemical, or biological
characteristics  or  volume of a  hazardous sub-
stance,  pollutant,  or contaminant through a pro-
cess or activity which itself is not integral to and
necessary for the production of a product or the
providing of a service."

Task Force  —  See Pollution Prevention Task
Force.

Toxic Chemical  Use Substitution — This  term
describes replacing  toxic  chemicals with  less
harmful  chemicals,  although  relative toxicities
may not be fully  known.  Examples would in-
clude substituting a toxic solvent  in an industrial
process  with  a chemical with  lower toxicity and
reformulating a product so as to decrease the use
of toxic  raw  materials  of the generation of toxic
byproducts.
 In this  report, this  term also includes attempts
to reduce or eliminate  the use in commerce  of
chemicals associated with health  or environmen-
tal risks.  Examples  include the phaseout of lead
in gasoline, the  attempt  to phase out the use of
asbestos,  and efforts to eliminate  emissions  of
chlorofluorocarbons  and halons.  Some of these
attempts have involved substitution of less  haz-
ardous chemicals for comparable  uses, but others
involve  the elimination  of a particular process or
product from the market without direct substitu-
tion.

Toxics  Use Reduction.  This term refers to the
activities grouped  under  "source  reduction,"
where the intent is to reduce,  avoid, or eliminate
the use  of toxics in  processes  and/or products so
as to reduce  overall risks to the  health  of work-
ers,  consumers,  and  the  environment  without
shifting  risks between workers, consumers,  or
parts of the environment.

Treatment — Involves end-of-pipe destruction or
detoxification of  wastes from   various  separa-
tion/concentration processes into harmless or less
toxic substances.

Waste — In  theory, the term  "waste" applies to
nonproduct  outputs  of processes and discarded
products, irrespective of the environmental medi-
um  affected.  In  practice, since the passage of
RCRA, most uses of the term "waste"  refer ex-
clusively to the hazardous and solid wastes  regu-
lated under RCRA,  and do not include air emis-
sions or water discharges regulated by the Clean
Air  Act or the Clean  Water Act.  The Toxics
 142
                                    Appendix H

-------
Release Inventory, TRI, refers to wastes that are
hazardous as well as nonhazardous.

Waste Exchange  —  A central  office in which
generators who want  to recycle valuable compo-
nents of their waste  can  register the waste for
off-site transfer to others.

Waste Minimization — Source reduction and the
following types  of  recycling:    (1)  beneficial
use/reuse, and (2) reclamation.   Waste  minimi-
zation does  not   include  recycling  activities
whose uses constitute disposal  and burning for
energy recovery.

Waste Reduction — This term has been used by
the Congressional  Office  of Technology Assess-
ment and INFORM  to mean  source reduction.
On the other hand, many different groups  have
used  the  term to refer  to  waste  minimization.
Therefore,  care must be  employed in determin-
ing which of these different concepts is implied
when the term "waste reduction" is encountered.
                                                     • U.S. GOVERNMENT PRINTING OITICt: L995-650-006/2203L
                                                                                             143

-------
United States
Environmental Protection
Agency
Center for Environmental Research
Information
Cincinnati, OH 45268
      BULK RATE
POSTAGE & FEES PAID
          EPA
   PERMIT No. G-35
Official Business
Penalty for Private Use, $300
                                                                  Please make all necessary changes on the above label,
                                                                  detach or copy, and return to the address in the upper
                                                                  lett-hand comer.

                                                                  If you do not wish to recede these reports CHECK HERE (] ;
                                                                  detach, or copy this cover, and return to the address in the
                                                                  upper lett-hand comer.
                                                              EPA/600/R-92/088

-------
                                               f^ArC^i-l-VxjM C_
                                          EPA/62S/7-86/003
                                                July 1988
        Waste Minimization
Opportunity Assessment Manual
 Hazardous Waste Engineering Research Laboratory
       Office of Research and Development
       U.S. Environmental Protection Agency
             Cincinnati, Ohio 45268

        REPRODUCED BY
        U.S. DEPARTMENT OF COMMERCE
              NATIONAL TECHNICAL
              INFORMATION SERVICE
              SPRINGFIELD, VA 22161

-------
                                    Motfce


This report  has been reviewed  by the Hazardous Waste Engineering Research
Laboratory,  U.S. Environmental Protection Agency, and approved for publication.
Approval does not signify that the contents necessarily reflect the views and policies of
the U.S. Environmental  Protection Agency,  nor does  mention of trade names  or
commercial products constitute endorsement or recommendation for use.

Users are encouraged to duplicate those portions of the manual as needed to implement
a waste minimization program. Organizations interested in publishing and distributing the
entire manual  should contact the  Alternative Technologies Division,  Hazardous Waste
Engineering  Research Laboratory, U.S.  Environmental Protection  Agency, Cincinnati,
Ohio 45268, to obtain a reproducible master.

-------
4. TITLE *ND SUBTrTLE
 Waste Minimization Opportunity Assessment Manual
                                    TECHNICAL REPORT DATA
                          (Please read instructions on the reverse before cot
  REPORT NO.
       EPA/625/7-88/003
                     PB92-216985
                                                                 5. REPORT DATE
                            1988
                                                                 6, PERFORMING ORGANIZATION CODE
 . AUTHOH(S)
                                                                 B. PERFORMING ORGANIZATION REPORT NO.
9. PERFORMING ORGANIZATION NAME AND ADDRESS
  Jacobs Engineering Group
             10. PROGRAM ELEMENT NO.
                                                                 11. CONTRACT/GRANT NO.
12. SPONSORING AGENCY NAME AND ADDRESS
 HWERL
 Cincinnati, OH
             13. TYPE OF REPORT AND PERIOD COVERED
             14. SPONSORING AGENCY CODE
15. SUPPLEMENTARY NOTES
   Project Officer: Harry M. Freeman (HWERL)
 16. ABSTRACT
       ,  This manual describes a recommended procedure for identifying
         waste minimization applications, ft will be of benefit to those
         responsible for reducing waste streams, and to those
         interested in teaming about waste minimization in general.
 17.
                                          KEY WORD AND DOCUMENT ANALYSIS
                DESCRIPTORS
                                                    b. IDENTIFIERS/OPEN ENDED TERMS
                              c. COSATI HefcVGroup
 18. DISTRIBUTION STATEMENT
IB, SECURITY CLASS {This Report)
         Unclassified
21. NO. OF PAGES
     IOB
                                                    20. SECURITY CLASS (This Pag*}
                                                             Unclassified
                                                                                  22. PRICE
                                                    I/-4

-------
                                   Foreword
The term, "waste minimization"  is heard increasingly at meetings and conferences of
individuals working in the field of hazardous waste management. Waste minimization is an
umbrella term  that includes the  first two categories of the EPA's preferred hazardous
waste management strategy which is shown below:

   1.  Source Reduction: Reduce the amount of waste at the source, through changes in
      industrial processes,
   2.  Recycling: Reuse and recycle wastes for the original or some other purpose, such
      as materials recovery or energy production,
   3.  Incineration/Treatment:  Destroy,  detoxify, and neutralize wastes into less harmful
      substances.
   4.  Secure  Land Disposal:  Deposit wastes  on  land using volume reduction,
      encapsulation,  leachate  containment,  monitoring,  and  controlled air  and
      surface/subsurface waste  releases.

in carrying out its  program  to encourage the adoption of waste  minimization,  the
Hazardous Waste Engineering Research Laboratory has supported the development of a
recommended procedure  for identifying waste minimization applications.  This manual
describes that procedure and will be of interest to  those responsible for reducing waste
streams, and to those interested  in learning  about waste minimization in general.
                                        Hi

-------
                                  Contents
                                                                         Page
    Foreword                                                              iii
    Acknowledgments                                                      vfl
1.   Introduction                                                             1
2.   Planning and Organization                                                6
3.   Assessment Phase                                                     10
4.   Feasibility Analysis                                                     19
5.   Implementing Waste Minimization Options                                  24

Appendices
A.  Waste Minimization Assessment Worksheets                              A-1
B.  Simplified Waste Minimization Assessment Worksheets                     B-1
C.  Example  Waste Minimization Assessment                                 C-1
D.  Causes and Sources of Waste                                           D-1
E.  Waste Minimization Techniques                                         E-1
F.  Government Technical/Financial Assistance Programs                      F-1
Q.  Option Rating: Weighted Sum Method                                    Q-1
H.  Economic Evaluation Example                                           H-1
    Preceding page blank

-------
                              Ust of Worksheets
                                                                         Page
Appendix A
1.   Assessment Overview                                                  A-3
2.   Program Organization                                                  A-4
3.   Assessment Team Make-up                                             A-5
4.   Site Description                                                        A*6
5,   Personnel                                                            A-7
6.   Process Information                                                    A-8
7.   Input Materials Summary                                               A-9
8.   Products Summary                                                   A-10
9.   Individual Waste Stream Characterization                                A-11
10. Waste Stream Summary                                               A-15
11. Option Generation                                                    A-16
12. Option Description                                                    A-17
13. Options Evaluation by Weighted Sum Method                             A-18
14. Technical Feasibility                                                  A-19
15. Cost Information                                                      A-25
16. Profitability Worksheet #1: Payback Period                               A-31
17. Profitability Worksheet #2: Cash Flow for NPV and IRR                     A-32
18. Project Summary                                                     A-33
19. Option Performance                                                  A-34
Appendix B
S1. Assessment Overview                                                  B-2
S2. Site Description                                                       B-3
S3. Process Information                                                   B-4
S4. Input Materials Summary                                               B-5
S5. Products Summary                                                    B-i
S6. Waste Stream Summary                                               B-7
S7. Option Generation                                                     B-8
S8. Option Description                                                    B-9
S9. Profitability                                                            B-10
                                       VI

-------
                                Acknowledgments
The following people are members of the advisory committee that contributed valuable
comments and insights to the preparation of this manual:
 Denny J. Beroiz
 General Dynamics Pomona Division


 Elaine Eby
 Office of Solid Waste
 US Environmental Protection Agency

 John  Frick, PhD
 Directorate of Supply Operations
 Defense Logistics Agency

 Kevin Gashlin
 Hazardous Waste Assistance Program
 New Jersey Department of Environmental Protection

 Gregory J. Hollod, PhD
 Petrochemicals Department
 E.I. DuPont de Nemours & Co.

 Gary  Hunt
 Pollution Prevention Pays Program
 North Carolina Department of Environmental
 Management

 John S. Hunter, III, PhD
 3M Corporation
Michael Overcash, PhD
Department of Chemical Engineering
North Carolina State University

Robert Pojasek, PhD
ChemCyde Corporation
Dennis Redington
Monsanto Co
Michael E. Resch
Waste Disposal Engineering Division
US Army Environmental Hygiene Agency

Jack Towers
Waste Reduction Services
Chemical  Waste Management

David Wigglesworth
Waste Reduction Assistance Program
Alaska Health Project
 Kathleen Wolf, PhD
 Source Reduction Research Partn
rship
 Harry M. Freeman of the U.S.  Environmental Protection Agency, Office of Research and
 Development, Hazardous Waste Engineering Research  Laboratory,  was the project
 officer responsible for the preparation of this manual. Special acknowledgment is given to
 Myles Morse of the U.S.  Environmental  Protection Agency, Office of Solid Waste, for his
 assistance and  comments. James Lounsbury  and Roger  Schecter of the EPA Office of
 Solid Waste are also acknowledged for their assistance in the preparation of this manual.
 This manual was developed by the Hazardous and Toxic Materials Division of Jacobs
 Engineering  Group  as  a subcontractor  to  Versar. inc. Marvin Drabkin was the project
 manager for Versar. Participating in the preparation of  this manual  for  Jacobs  were
 Gregory  A.  Lorton, Carl  H.  Fromm, Michael P. Meltzer, Deborah A.  Hanlon,  Sally
 Lawrence, Michael S. Callahan, and Srinivas Budaraju.
                                          vii

-------
 Section 1
Introduction
Waste minimization  (WM) has been successful for
many organizations.  By following the procedures
outlined in this manual, a waste generator can:

•  Save money by  reducing waste treatment and
   disposal costs, raw material purchases, and other
   operating costs.

•  Meet state and national waste minimization policy
   goals.

•  Reduce potential environmental liabilities.

•  Protect public health and worker health and safety.

•  Protect the environment.

Waste minimization to a policy specifically mandated by
the U. S. Congress in the 1984 Hazardous and Solid
Wastes Amendments to the Resource Conservation
and Recovery Act (RCRA). This mandate, coupled
with  other  RCRA provisions  that have led to
unprecedented increases  in the  costs  of  waste
 management, have heightened general interest  in
waste minimization. A strong contributing factor has
 been a desire on the part of generators to reduce their
 environmental impairment liabilities under the
 provisions of the  Comprehensive Environmental
 Response,   Compensation,  and  Liabilities Act
 (CERCLA,  or "Superfund").   Because   of these
 increasing  costs  and  liability exposure,  waste
 minimization has become more and more  attractive
 economically.

 The following terms, used throughout this manual, are
 defined betow:

 Waste Minimisation /WML in the working definition
 currently used by EPA. waste minimization consists of
 source reduction and recycling. Thto concept of waste
 minimization to presented In Figure 1-1. Of the two
 approaches, source reduction to usually preferable to
 recycling from an environmental perspective.  Source
 reduction and recycling each  are comprised of a
 number  of  practices  and approaches which are
 Illustrated In Figure 1-2.

 The present focus of WM activities to on  hazardous
 wastes, as defined In RCRA.  However, K to important
 that an pollutant emissions into air, water and land be
 considered as part of a waste minimization program.
 The transfer of pollutants from one medium to another
          to not waste minimization. For example, the removal of
          organics from wastewater using activated carbon, in
          and of Itself, to not waste minimization, since the
          pollutants are merely transferred from one medium
          (wastewater) to another (carbon, as solid waste).

          Waste minimization program fWMP).  The RCRA
          regulations require that generators of hazardous waste
          "have a program In place to reduce the volume and
          toxicity  of waste generated to the extent that to
          economicany practical.' A waste minimization program
          to an organized, comprehensive, and continual effort
          to systematicaRy reduce waste generation. Generally.
          a program to established  for the organization as  a
          whole.  Its components may include specific waste
          minimization projects and may use waste minimization
          assessments as a tool for determining where and how
          waste can be reduced. A waste minimization program
          should  reflect the  goals and policies for waste
          minimization set by the organization's management.
          Also, the program should be an ongoing effort  and
          should strive to make waste minimization part of the
          company's operating philosophy. White the main goal
          of a waste  minimization  program  Is to reduce or
          eliminate waste,  It  may also bring  about an
          improvement in a company's production efficiency.

          EPA  will pubfeh separate guidance on the elements
          of  effective waste minimization programs.  This
          guidance win discuss the  following elements likely  to
          be found in an effective WM program:

             Top management support
             Explicit program scope and objectives
             Accurate waste accounting
             Accurate cost accounting
              Pervasive waste minimization philosophy
             Technology transfer

mmnf
                                                   A waste
           minimization assessment to a systematic  planned
           procedure with the objective of identifying  ways to
           reduce or eliminate waste.  The steps involved in
           conducting a waste  minimization assessment are
           outlined In Figure 1-3. The assessment consists of a
           careful  review of a  plant's operations and waste
           streams, and the selection of specific areas toassess.
           After a specific waste stream or area to established as
           the WMA focus, a number of options with the potential
           to minimize waste are developed and screened. Third,
           the technical and economic feastolllty of the selected
           options are evaluated.  Finally, the  most promising
           options are selected for implementation.

-------
                              WASTE  MINIMIZATION
           SOURCE  REDUCTION
I
RECYCLING

       FUST
       MQH
                              ORDER OF EXPLORATION
                       RELATIVE ENVRONMENTAL DESRABUIY
                                       UkST
                                        LOW
WASTE MNIMZATION
  The reduction, to the extent feaeHe, of hazardous waste that h generated or eubee*iently treated, stated or
  disposed of. I includes any source (eduction or reeydng activity undertaken by •p^MrrtorttMifwute In
  •Miar(1)tlwraAMllono1tolalvoluiMwojuai^o1hazaid^                               ttw
  hazardous watto, or both, to long M aueh reduction is ooncialwit wth the goal of mlnlmizkig prM«nt and
  tutur«thrMto to human hMlhandtha«nvhi>iWMiil(B>A%RaportloCkinv«aa,10«,E^

 SOURCE  REDUCTION
  Any actlwty that raduoaa or aUminata* ttw ganaratlon of hazardout wart* at th« aouroa, uaualy wthta a
  prooMi (op. dL).

 RECYCLING
  A miiwial b Iraeydad* 11 b IM^ i«UM4 or iveWmad (^
  11 MI attar (1) amptoyad M an (nguadiant (Jnchxino to uaa at an intarm«dlata)tomakaaproduct;howav«ra
  fHMftAB^kl laiM MJ^ AAft^tu flik^B ^^KBK^JIdjh^ H jJI^^^MM^ .^t^ujuut^^^^ ^^ AL^ ^^^^^^^1^^ ^i^^	• ^.^ — m -- Mg^A^ ^h^k^
  nwHinw WM im Muny ma oonowon • vaanBi uufiipoiwm 01 vw IIIUMM an IWJMWWWJ •• aapvan vno
  producto (at wnan matah art raomwrad from matal oortaMng aaoondaty matoriahi) or (2) «rnployad In a
  pariipuivfinclionasManao**at*atti^                                (e) d)). A iMtorW to
  •radalmad" 11 la ptooaaatd to raoovw • utaM produot or I k la rao*n*ratad ExamplMbwtudattwraomwy
  of laad valuat fmm apant battwiaa and tha raganantfen of apart io»v«f«i(40CFR2ei.l (c)(4)).
                     Flgura 1-1.  Wvate Mlnlmteailon D«flnttlon«

-------
                               WASTE  MINIMIZATION TECHNIQUES
                                                                                RECYCLING
                                                                          (ONSITE  AND OFFSITE)
          SOURCE REDUCTION
                                                                  USE AND REUSE
                                                                                RECLAMATION
SOURCE CONTROL
                                                                                         Processed for
                                                                                           resource recovery
Product substitution
Product oonservinW)
Change in product
                             * Return to original process
                             -Raw material subetitutt
                                                                  for another process
INPUT MATERIAL
   CHANGES
             TECHNOLOGY
               CHANGES
         GOOD OPERATING
            PRACTICES
                     Equipment, piping, or
                      layout changes
                     Additional automation
                     Changes in operational
                      settings

                                  Procedural measures
                                  Lost prevention
                                  Management practi
                                  Waste stream segregation
                                  Material handing
                                    improvements
                                  Production schedulng
                             Figure 1-2.  Waste  Minimization  Techniques

-------
Figure 1-3.  The Waste  Minimization Aaaeaament Procedure

        The recognized need to minimize wart*
         PLANNING  AND ORGANIZATION
      * Get management eommfcment
      • Set over*! aMeMmerrt program goal* .
      • Organize a**e**ment program ta*k rorce
  Aaeeaement organization
 wwJ coffHiUuiMfit to i
              ASSESSMENT PHASE
       1 Coleet proceee and fedtty data
       • PrtorMie and aateet ataeaament target*

       • Review data and taped ate
       > Generate option*
       'Screen and select option* tor farther etudy
              nt report of

        FEAWBIUTY  ANALYSIS  PHASE
         * Technical evaluation
         * Economic evaluation
      Final report. Including
      recommended option* i
               IMPLEMENTATION
          • Jua% project* and obtain funding
          • hwtalation (equipment)
          * Implementanon (procedure)
          * Evaluate performance
              Suooaaafufly Implemented
              waate minimization projeda
   liianment target*
     and reeveluale
    prevlom option*
Repeat the i

-------
Incentives  for Waste Minimization


There  are  a number of compelling incentives  for
minimizing  waste. Table 1-1  summarizes some of
these incentives.

Tab)*  1-1.   Waste Minimization  InoantlVM

Economics
•  Landfill disposal cost Increases.
•  Costly alternative treatment technologies.
•  Savings in raw material and manufacturing costs.
Reputation*
•  Certification of a WM program on the hazardous waste
   manifest.
•  Biennial WM program reporting.
•  Land disposal restrictions and bans.
•  Increasing permitting requirements for waste  handling
   and treatment
U&Bty
•  Potential  reduction in generator liability for environmental
   problems at  both onsfte and offsfte treatment, storage,

•  Potential  reduction in BabiHty for worker safety.
Pubic Image and Envtorwnentiv Concern
•  Improved image In the community and from employees.
•  Concern for improving the environment
 EPA intends to publish a manual entitled "Waste
 Minimization Benefits Handbook" which wRI discuss in
 detail the cost/benefit analyses of WM options.

 About this  manual

 This manual has been prepared for those responsbte
 for  planning, managing, and  implementing waste
 minimization activities at the plant and corporate levels.
 The manual concentrates on procedures that motivate
 people to search, screen,  and put Into  practice
 measures  involving administrative, material,  or
 technology changes that result In decreased waste
 generation. It Is also a source of concepts and Ideas
 for developing and implementing a waste minimization
 program.
 The manual to organized as foBows:

 •  Section 2 outRnes the planning ard organizational
    aspect
    waste i
aspects that provide a necessary foundation for a
     i minimization i
    Section 3 describes the assessment phase,
    including collecting information, selecting
    assessment targets, selecting assessment teams,
    and identifying potential WM options.

    Section 4 discusses the methods for evaluating
    options for technical and economic f easbitty.
                                                • Section 5 describes the implementation of attractive
                                                  options: obtaining funding, installation and
                                                  Implementation, and measuring the effectiveness
                                                  of implemented options.

                                                A set of worksheets useful in carrying out assessments
                                                Is  included in  Appendix  A.  Because  individual
                                               .generators' circumstances and needs vary widely,
                                                users of this manual are encouraged to modify the
                                                procedures and  worksheets to fit  their unique
                                                requirements. The manual is intended to serve as a
                                                point  of  departure,  rather than as a set of rigid
                                                requirements. Accordingly, Appendix B presents a
                                                simplified set of worksheets that are designed to assist
                                                generators who are interested in performing only
                                                preliminary assessments.   These worksheets also
                                                provide   a  useful  framework  for  conducting
                                                assessments for smal businesses and small quantity
                                                generators.

                                                A sample assessment Is presented In Appendix C.
                                                Appendix D describes waste streams from common
                                                industrial operations.  Appendix E te a catalog and brief
                                                description  of  waste minimization techniques
                                                 applicable in a number of common waste-intensive
                                                 operations.  Appendix F is a list of addresses and
                                                telephone  numbers of state  programs for technical
                                                 assistance in waste  minimization.  Appendix  G
                                                 presents describes a method for screening and rating
                                                 potential waste minimization options for further study.
                                                 Finally, an example of an economic feasibility analysis
                                                 of a large waste minimization project Is presented In
                                                 Appendix H.

-------
                                          Section 2
                                Planning and Organization
        The recognized need to minimize watt*
                     i
        PLANNING  AND ORGANIZATION
       Get management oommttmant
       Sat overaJ aaaaaament program goals
       Organize aaaaaamant program task force
                  Assessment
                    Phase
                   FeasbilKy
                 Analysis Phase




             Success! uty implemented
             waste minimization projects
This section discusses factors thai are Important to the
success of a waste minimization program.  Because a
comprehensive WM program affects many functional
groups within a company, the program needs to bring
these different groups together to reduce wastes.
The formality of the program depends upon the size
and complexity of the organization and its waste
problems.  The program structure must  be flextole
enough to accommodate unforeseen changes. The
developmental activities of a WM program include:

•  getting management commitment
•  setting WM goals
•  staffing the program task force

Getting  Managtmtnt  Commltmtnt

The management of a company wfll support a waste
minimization program If K is convinced that the benefits
of such a  program will outweigh the costs.  The
potential benefits include economic advantages,
compliance with regulations,  reduction In  liabilities
associated with the generation of wastes, improved
public image, and reduced environmental Impact

The objectives of a WM program are best conveyed to
a  company's employees  through  a  formal  pofcy
statement or management directive.  A company's
upper management is responsible for establishing a
formal commitment throughout  all  divisions of the
organization.  The person in charge of the company's
environmental  affairs is responsible  to  advise
management of the importance of waste minimization
arid trie need for this formal commitment.  An example
of a formal policy statement follows:
     CORPORATE ENVIRONMENTAL POLICY

[A major chemical company].. .*to committed to continue
excellence, leadership, and stewardship In protecting the
environment.  Environmental protection is a primary
management responsMMy, aa wad as the responsibility of
every employee.

In keeping wth this poftcy, our objective aa a company Is to
reduce wast* and achieve minimal adverse Impact on the air.
water, and land through axoatsno* In environmental control

The Environmental QuktaNM* include the following points:

•  Environmental protection is a On* reeponsMNty and an
   important measure of employee performance. In addi-
   tion, every employ** is reeponsfcle for environmental
   protection In the same manner he or she is for safety.

•  Minimizing or eliminating the generation of wast* has
   been and continues to be a  prime consideration hi
   research, process design, and plant operations; and is
   viewed  by  management lice safety, yield, and  loss
   Reuse and recycftng of materials has been and wll
   continue to be  given  first consideration prior to
   dassfteatton and disposal of waste.*
 /nvorV* Employe**

 Alhough management commitment and direction art
 fundamental to the success of a waste minimization
 program, commitment throughout an organization Is
 necessary in order to resolve conflicts and to remove
 barriers to the WM program. Employees often cause
 the generation of waste, and they can contribute to the
 overall success of the program.  Bonuses, awards.
 plaques, and other forms of recognition are often used
 to  provide motivation,  and  to boost employee
 cooperation and participation.   In some companies.
 meeting the waste minimization goals  to used as a
 measure  for  evaluating  the  Job performance of
 managers and employees.
                                                 6

-------
Cans* Chimplon*

Any  WM program needs one  or  more people to
champion the cause.  These "cause champions' help
overcome the inertia present when changes to an
existing operation art proposed.  They also toad the
WM  program, either formally  or  Informally.   An
environmental engineer, production manager, or plant
process engineer may be a good candidate for this
role.  Regardless of who takes  the toad, this cause
champion  must  be  given enough  authority to
effectively cany out the program.

Organizing a  WM  Program:
The Program  Task Force

The WM program wB affect a number of groups w&Nn a
company. Fir this reason, a program task force should
be assembled. This group should include members of
any group or department in the  company that has a
significant interest In the outcome of the program.
Tabte 2-4 at the end of this section and Worksheet 3 In
Appendix A lists departments or groups of a typical
manufacturing company that should be involved in the
program.

The  formality or informality of the WM program will
depend on the nature of the company. The program in
a large  highly structured  company  will probably
develop  to be quite formal, hi  contrast to  a small
company, or a company in a dynamic Industry, where
the organizational structure changes frequently.

Table 2-1 lists the typical responsibilities of a WM
program task force.  It will draw on expertise within the
company as required.  The scope of the program wBI
determine whether fuH-tlme participation is required by
any of the team members.

Table  1-1.   Reepon*lbilHle« of the  WM Program
  Task  Force
   Get commitment and •  statement of policy from
   management
   Establish overall WM program goals.
   Establish a wasts tracking system.
   Prioritize the  waste streams or facility areas  for
   assessment.
   Select assessment teams.
   Conduct (or supervise) assessments.
   Conduct (or monitor) technical/economic feasibility
   analyses of favorable options.
   Select and Justify feast* options for implementation.
   Obtain  funding  and   establish  schedule  for
   ^MMl^MK^fl«tMftb*M
   iiipieiiieiiiaiiun.
   MonAor (and/or direct) implementation progress.
   Monitor performance of the option, one* It is operating.
 In a small company, several people at most wW be al
 that anj retired to implement a WM program. Include
 the people with responsblky for production, facilities,
maintenance, quality control, and waste treatment and
disposal on the team,  it may be that a single person,
such  as the  plant  manager,  has  all  of  these
responsibilities at a smaJ facility.  However, even at a
srnaB faclBty, at toast two people should be Involved to
get a variety of viewpoints and perspectives.

Some larger companies have developed a system in
which assessment teams periodically visit different
facilities within  the company.  The benefits result
through sharing the Ideas and experiences with other
divisions. Similar results can be achieved wfth periodic
in-house seminars, workshops, or meetings.  A large
chemical  manufacturer  held  a  corporate-wide
symposium hi 1986 deaRng specifically with waste
minimization.  Trie company has also developed other
programs to Increase company-wide awareness of
waste minimization, including an internally published
newsletter and videotape.

Salting  Goala

The first priority of the WM program task force Is to
establish  goals that are  consistent with  the policy
adopted by management.  Waste minimization goals
can be qualitative, for example, "a significant reduction
of toxic substance emissions Into the environment.'
However, it  to better to  establish  measurable,
quantifiable goals, since qualitative  goals can be
interpreted ambiguously. Quantifiable goals establish
a dear guide  as to the degree of sucess expected of
the program, A major chemical company has adopted a
corporate-wide goal of 5% waste reduction per year. In
addition, each faclity within the company has set its
own watte minimization goals.

As part of Is general polcy on hazardous waste, a targe
defense contractor has  established an ambitious
corporate-wide  goal of zero discharge of  hazardous
wastes from its facilities by the end of  1988.   Each
division within  the  corporation to  given  the
responsWUry and freedom to develop Is own program
(wWi intermediate goals) to meet thto overal goal. This
has  resulted  in  an  extensive investigation of
procedures and technologies to accomplish source
reduction, recycling and resource recovery, and onaMe
treatment.

 Tabto 2-2 ists the qualities that goals sriouW poeeesa.
 it is Important that the company's overall  waste
 mWmizatJon goals be incorporated Into the appropriate
 individual departmental goals.

 The  goals of the program should be reviewed
 penodlcaly. As the focus oftheWM program becomes
 more defined, the goals should be changed to reflect
 any changes. Watte mWrntzatton assessments are not
 Intended to  be  a  one-time  prelect.    Periodic
 revaluation of goals  to recommended due to
 changes,  tor example, hi avalabte technology,

-------
Table 2-2.   AttrlbutM of Effective Goals
   ACCEPTABLE to those who wi work to achieve them.
   FLEXIBLE and adaptable to changing requirements.
   MEASURABLE over time.
   MOTIVATIONAL
   SUITABLE to th« overall corporate goat* and mission.
   UNDERSTANDABLE
   ACHIEVABLE wth a practical lava! of aftort

Source:  Pearca and Robinson, Strategic Management
(1985)
material supplies, environmental  regulations,  and
economic dniate.

Overcoming Barriers

As tt sets goals for waste minimization and then defines
specific objectives that can be achieved, the program
task  force  should  recognize potential barriers.
Although waste minimization projects can reduce
operating   costs   and  Improve  environmental
compliance, they  can lead to conflicts between
different groups wkhin the company. Table 2-3 Usts
examples of juriadterjonal conflicts that can arise during
the implementation of a waste minimization project

in addition to jurisdiction*! conflicts related to these
objective barriers, there are attitude-related barriers
that can disrupt a WM program.  A commonly  held
attitude is "V I ain't broke, donl fix IP  This attitude
stems from the desire to maintain the status quo and
avoid the unknown.  It is also based on the fear that a
new WM option may not work as advertised.  Without
the commitment to carefuly conceive and implement
the option,  this attftuda can become a self-fulfilling
prophecy. Management must declare that "It is broker

Another attitude-related barrier is the feeling that It
just wont workf This response is often given when a
person does not fully  understand  the nature of the
proposed option and its Impact on operations.  The
danger here is that promising options may be dropped
before they can be evaluated. One way to avoid this is
to use idea-generating sessions (e.g., brainstormjng).
This encourages  participants to  propose a large
number of options, .which are indhridualy evaluated on
their merits.

An often-encountered barrier is the fear that the WM
option will diminish product quality.  This is particularly
common In situations where unused feed materials are
 recovered from the waste and then recycled back to
the process. The deterioration of product quality can
 be a vaHd concern I unacceptable concentrations of
waste materials buld up in the system. The best way to
 allay this  concern is to set up a  small-scale
 demonstration in  the facility, or to observe the
 particular option in operation at another facility.
Table  2-3.    Ex amp Us  of  Barrlare  to  Waata
  Minimization
Pt
•  A new operating procedure wM reduce waste but may also
                 that decreases the overall production
   be a boManac
   rate.
•  Production will be afoppad while the naw process

•  A new piett of equipment has rot been o^tnenstrsted In a
                It nuy not WOIK ntwo«
   Adequate space is not available for the installation of naw
   equipment
•  Adequate utilities are not available for the  naw
   equipment.
•  Engineering or construction manpower will not be
   ayalable In tin* to meat the project schedule.
•  Extensive maintenance may be required.

Quiify Control
•  More intensive QC may be needed.
•  Mora rework may be required
 •  Changes in product characteristics may affect customer
   acceptance.
 •  A  program  to  reduce inventory (to avoid material
   deterioration and reprocessing) may lead to stockouts
   during high product demand.

 nnanoa
 •  There is not enough money to fund the project.
 •  Existing stocks (or binding contracts) wRI daisy the
   replacement of  a hazardous materiel  with a  non-
   hazardous substitute.
   Accepting another plant's waata aa a
   require a lengthy resolution of regulatory Issues.
    Use of a new nonhazardoua raw material wH adversely
    Impact the existing wsstewatsr treatment f acffty.
 Planning and Organization  Summary

 Table 2-4 provides a summary of the steps Involved in
 planning and organizing a waste irinbifeatton program.

 Assessment  Worksheets

 Appendix A Includes a set of worksheets for use hi
 planning  and carrying out  a waste minimization
 assessment, and implementing the selected options.
 Worksheet 1  summarizes the entire assessment
 procedure. Worksheets 2 and 3 are used to record the
 organization of the WM program task force and the
                                                   8

-------
individual assessment teams, respectively. Worksheet
3 includes a list of (unctions and departments that
should  be  considered  when  organizing  the
assessment teams.

Table  2*4.   Planning  and  Organization Actlvltlea
  Summary

SETTING UP THE PROGRAM
   Get management commitment to:
     •   Establish waste minimization aa a company goal.
     *   Establish a waste minimization program to meet this
        goal.
     »   Give authority to the program task force to
        implement this program.
   Sat overall goals for the program. These goals should be:
     *   ACCEPTABLE to trose who wtil work to achieve
        them,
        FLEXIBLE to adapt to changing requirements.
        MEASURABLE over time.
        MOTIVATIONAL
        SUITABLE to the overall corporate goals.
        UNDERSTANDABLE
        ACHIEVABLE with a practical level of effort.

STAFFING THE PROGRAM TASK FORCE
   Find a 'causa champion", with the following attributes:
     •   Familiar with the facility, its production processes,
        and its waste management operations.
     •   Familiar with the people.
     *   Familiar with quality control requirements,
     *   Good rapport with management.
     *   Familiar with new production and waste
        management technology.
     *   Familiar with WM principles and tachniquaa, and
        environmental regulations.
     *   Aggressive managerial style.
   Gat people who know the facility, processes, and
     procedures.
   Gat people from the affected departments or groups.
        Production.
        Facilities/Maintenance.
        Process Engineering.
        Quality Control.
        Environmental
        Research and Development.
        Safety/Health.
        Marketing/Client Relations.
        Purchasing.
        Material Control/Inventory.
        Legal.
        Finance/Accounting.
        Information Systems.

GETTING COMPANY-WIDE COMMITMENT
   Incorporate the company's WM goats Into departmental
     goals.
   Solid! employe* cooperation and participation.
   Develop incentives and/or awards for managers and
     employees.
                                                     9

-------
                                          Section 3
                                     Assessment Phase
        The recognized need to minimize wwlt
                  Planning end
                  Organization
             ASSESSMENT PHASE

      * Collect procaaa and facility date
      * Prioritize and aalael aaaeaament targets
      • Salad people for aaaaaamant taama
      • Review data and inapect aft*
      • Generate opttona
      • Screen and aelect opttona for further study
                   FeaalbUity
                 AnaVeie Phaae
             SuoceaafuRy implemented
             waate minimizatton projects
The purpose of trie assessment phase is to develop a
comprehensive set of waste minimization options, and
to identify  the  attractive options that deserve
additional, more detailed analysis.  In order to develop
these WM options, a detailed understanding of the
plant's wastes and operations is required.  The
assessment should begin by examining information
about  the  processes,  operations,  and   waste
management practices at the faculty.

Collecting  and  Compiling  Data

The questions that thte information gathering effort wiB
attempt to answer include the following:

*  What are the waste streams generated from the
   plant? And how much?

•  Which processes or operations do these waste
   streams come from?

•  Which wastes are classified as hazardous and which
   are not? What rnakes them hazardous?
• What are the input materials used that generate the
  waste streams of a particular process or plant area?

• How much of a particular input material enters each
  waste stream?

• How much of a raw material can be accounted for
  through fugitive losses?

• How efficient to the process?

* Are unnecessary  wastes generated by mixing
  otherwise recyclable hazardous wastes with other
  process wastes?

• What types of housekeeping practices are used to
  limit the quantity of wastes generated?

* What types of process controls are used to improve
  process efficiency?

Table 3-1 lists Information that can be  useful In
conducting  the  assessment.   Reviewing  this
information  will provide important background for
understanding  the  plant's   production   and
maintenance processes and wll allow priorities to be
determined.  Worksheets 4 through 10 in Appendix A
can be used to record the information about site
characteristics, personnel, processes, input materials,
products, and waste streams. Worksheets 82 through
 S6 in Appendix B are designed to record the same
 information, but in a more simplified approach.

 Mfeefe  Stream Records

 One of the first tasks  of  a  waste  minimizatton
 assessment Is to identify and characterize the facltty
 waste streams,  information about waste streams can
 come from a variety of sources. Some Information on
 waste quantities is readtty available from the completed
 hazardous  waste manifests,  which include the
 description and quantity of hazardous waste shipped
 to  a TSDF. The total amount of hazardous waste
 shipped during a one-year period, for example, is a
 convenient means of measuring waste generation and
 waste reduction efforts.  However, manifests often tack
 such information as chemical analysis of the waste,
 specific source of the waste,  and the time period
 during  which the waste was generated.   Also,
 manifests do not cover wastewater effluents, air
 emissions, or nonhazardous sold wastes.

 Other sources of information on waste str earns include
 biennial  reports  and  NPDES  (National  PoMant
                                               10

-------
Table  3-1.    Facility  Information   for   WM
Assessment*

Design Information
*  Process flow diagrams
*  Material and heat balances (both design balances and
   actual balances) for
        production processes
        pollution control processes
   Operating manuals and process descriptions
   Equipment lists
   Equipment specifications and data sheets
   Piping and instrument diagrams
   Plot and elevation plans
   Equipment layouts and work flow diagrams

Environmental Information
   Hazardous waste manifests
   Emission inventories
   Biennial hazardous waste reports
   Waste analyses
   Environmental audit reports
   Permits and/or permit applications

Raw Material/Production Information
   Product composition and batch sheets
   Material application diagrams
   Material safety data sheets
   Product and raw material inventory records
   Operator data togs
   Operating procedures
   Production schedules

Economic Information
•  Waste treatment and disposal costs
*  Product, utility, and raw material costs
•  Operating and maintenance costs
*  Departmental cost accounting reports

Other Information
*  Company environmental policy statements
•  Standard procedures
*  Organization charts
Discharge Elimination System) monitoring reports.
These NPDES monitoring  reports will  include the
volume and constituents of wastewaters that are
discharged.  Additionally, toxic substance release
inventories prepared under the  "right to  know'
provisions of SARA TKIe 111, Section 313 (Superfund
Amendment  and   Reauthorization  Act)  may
providevaluable information on emissions into all
environmental media (land, water, and air).

Analytical test data available from previous waste
evaluations and routine  sampling programs can be
helpful if the focus of the assessment is a particular
chemical within a waste stream.
Flow Diagrams and Material Balances

Flow diagrams provide the basic means for identifying
and  organizing  information that is useful for  the
assessment.  Flow diagrams should be prepared to
identify important process steps  and  to  identify
sources where wastes are generated.  Flow diagrams
are also the foundation upon which material balances
are built.

Material balances are important for many WM projects,
since they  allow for quantifying losses or emissions
that were previously  unaccounted for Also, material
balances  assist  in  developing  the  following
information:

*  baseline for tracking progress of the WM efforts

•  data to  estimate the size and cost of additional
   equipment and other modifications

*  data to evaluate economic performance

In Its simplest form, the material balance Is represented
by the mass conservation principle:

       Mass in » Mass out + Mass accumulated

The material balance should be made individually for all
components that enter and  leave the process. When
chemical reactions take place in a system, there is an
advantage  to doing "elemental balances* for specific
chemical elements In a system.

Material  balances  can  assist  in  determining
concentrations of waste constituents where analytical
test data is limited.  They are particularry useful where
there are points  in the production process where ft Is
difficult (due to  inaccessibility) or uneconomical to
collect analytical data.  A material balance can help
determine  if fugitive losses are  occurring.   For
example, the evaporation  of  solvent from a parts
cleaning tank can be estimated as the difference
between solvent put Into the  tank and solvent
removed from the tank.

To characterize waste streams by material balance can
require considerable  effort.  However, by doing so, a
more complete picture of the waste situation results.
This helps  to establish the focus of the WM activities
and provides a baseline for measuring performance.
Appendix D  lists potential sources of waste  from
specific processes and operations.

Sources of Material Balance  Information

By definition, the material balance includes  both
materials entering and leaving a process. Table 3-2
lists potential sources of material balance information.
                                                 11

-------
Table  3-2.    Source*  of  Material  Balance
  Information
   Sample*, analyses, and flow measurements of feed
   stocks, products, and waste streams
   Raw material purchase records
   Material inventories
   Emission inventories
   Equipment cleaning and validation procedures
   Batch make-up records
   Product specifications
   Design material balances
   Production records
   Operating logs
   Standard operating procedures and operating manuals
   Waste manifests
Material balances are easier, more meaningful, and
more accurate when they are done for individual units,
operations, or  processes.   For this reason,  it  is
important  to  define the material balance envelope
properly. The envelope should be drawn around the
specHc area of concern, rather than a larger group of
areas or the entire fadtty. An overal material balance
for a facility can be constructed from individual untt
material  balances.    This  effort will highlight
Interrelationships between units and wll help to point
out areas for waste minimization by way of cooperation
between different operating units or departments.

Pitfalls In Preparing Material  Balances

There are several factors that must be considered
when preparing material balances in order to avoid
errors that could significantly overstate or understate
waste streams. The precision of analytical data and
flow measurements may not allow an accurate measure
of the stream. In particular, in processes with very large
Inlet and outlet streams, the  absolute error  in
measurement of these quantities may be greater in
magnitude than the actual waste stream tee*. In this
case, a reliable estimate of the waste stream cannot be
obtained by  subtracting the quantity of hazardous
material in the product from that in the feed.

The time span is Important when constructing a
material balance. Material balances constructed over a
shorter time  span require more accurate and  more
frequent stream monitoring in order to close the
balance.   Material  balances performed over the
duration of a  complete production run are typically the
easiest to construct and are reasonably accurate. Time
duration also  affects the use of raw material purchasing
records and  onsite inventories for calculating input
material quantities.   The quantities   of materials
purchased during a specific time period may not
necessarily equal the quantity of materials used in
production  during the same time  period, since
purchased materials can accumulate In warehouses or
stockyards.
Developing  material balances around  complex
processes  can  be  a  complicated  undertaking,
especially if recycle streams are present.  Such tasks
are usually performed by chemical engineers, often
with the assistance  of  computerized  process
simulators.

Material balances will often be needed to comply with
Section 313 of SARA (Superfund Amendment and
Reauthorization Act of 1986) In establishing emission
inventories for specific toxic chemicals. EPA's Office
of Toxic Substances (OTS) has prepared a guidance
manual entitled  Estimating Releases and  Waste
Treatment  Efficiencies for the Toxic  Chemicals
Inventory Form fEPA S6Q/A^fl-Q21. The OTS manual
contains additional information for developing material
balances for the listed toxic chemicals. The information
presented in this manual applies to a WM assessment
when  the  material balances  are  for  Individual
operations  being assessed rather than an  overall
facility, when the variations in flow over time is
accounted  for, and when the  data is  used from
separate streams rather than from aggregate streams.

Tracking Wastes

Measuring  waste mass flows and compositions Is
something  that should be done periodically.  By
tracking wastes, seasonal variations in waste flows or
single large waste streams can be distinguished from
continual, constant flows.  Indeed, changes in waste
generation cannot be meaningfully measured unless
the information Is collected both before  and after a
waste  minimization  option   is   implemented.
Fortunately, ft is easier to do material balances the
second time,  and gets even easier as more are done
because of the "learning curve" effect In some larger
companies, computerized  database systems have
been used to track wastes. Worksheets 9 and 10 in
Appendix A  (and Worksheet  S6 in Appendix B)
provide a means of recording pertinent waste stream
characteristics.

Prioritizing   Waste   Streams  and/or
Operations  to  Assess

Ideally, an waste streams and plant operations should
be assessed.  However, prioritizing the waste streams
and/or operations to assess  Is  necessary when
available funds and/or personnel are limited. TheWM
 assessments should  concentrate on  the  most
 important waste problems first,  and then move on to
the tower priority problems as the time, personnel, and
 budget permit.

 Setting the priorities of waste streams or facility areas to
 assess requires a great deal of care and attention,
 since this step  focuses  the remainder of  the
                                                12

-------
assessment activity. Table 3*3 lists important criteria to
consider when setting these priorities.
Table   3-3.     Typical  Consideration*
  Prioritizing Watt* Streams to Aeaeca
for
   Compliance with currant and future regulations.
   Costs of wast* management (treatment and disposal).
   Potential environmental and safety liability.
   Quantity of wast*.
   Hazardous  properties of th* wast* (including toxictty,
   flammability, corrosivtty, and reactivity).
   Other safety hazards to employees.
   Potential for (or ease of) minimization.
   Potential for removing bottlenecks in production or wast*
   treatment.
   Potential recovery of valuable by-products.
   Available budget for the wast* minimization assessment
   program and projects.
Worksheet  10 in Appendix A (Worksheet  S6 in
Appendix B) provides a means for evaluating waste
stream priorities for the remainder of the assessment.

Small businesses, or large businesses with only a few
waste generating operations should assess their entire
fadlfty.  It is also beneficial to took at an entire facility
when there are a large number of simitar operations.
Similarly,  the implementation  of good  operating
practices that involve procedural or organizational
measures, such as soliciting employee suggestions,
awareness-building programs,  better inventory and
maintenance procedures, and internal cost accounting
changes, should be implemented on a facility-wide
basis.  Since  many of these options do not require
large   capital  expenditures,  they  should  be
implemented as soon as practical.

Selecting the  Assessment  Teams

The WM program task force is concerned with  the
whole plant.  However,  the focus  of each  of  the
assessment teams is more specific, concentrating on a
particular waste stream or a particular area of the plant.
Each  team should include  people with  direct
responsibility and knowledge of the  particular waste
stream or area of the plant.  Table 3-4 presents four
examples of teams for plants of various sizes in
different industries.

In addition to the internal staff, consider using outside
people,  especially  in  the   assessment  and
implementation  phases.   They  may  be trade
association representatives, consultants, or experts
from a different facility of the same company.  In large
multi-division companies, a centralized staff of experts
at the corporate headquarters may be available.  One
or more "outsiders* can bring in new ideas and provide
an objective viewpoint. An outsider also is more likely
to counteract bias  brought about by "inbreeding*, or
Table 3-4.   Example* of WM  Assessment Team*

1.  Metal finishing department in a large defense contractor.
   •  Metal finishing department manager
   •  Process engineer responsible for metal finishing
     processes
   •  Facilities engineer responsible for metal finishing
     department*
   *  Wastewater treatment department supervisor
   *  Staff environmental engineer

2.  Small pesticide formulator.
   *  Production manager*
   *  Environmental manager
   *  Maintenance supervisor
   *  Pesticide industry consultant

3. Cyanide plating operation at a military facility.
   *  Internal assessment team
        Environmental coordinator*
        Environmental engineer
        Electroplating facility engineering supervisor
        Metallurgist
        Materials science group chemiet
     Outside assessment team
        Chemical engineer* (2)
        Environmental engineering consultant
        Plating chemistry consultant

   Large off set printing facility.
   *  Internal assessment team
        Plant vice president
        FUm processing supervisor
        Pressroom supervisor
     Outside assessment team
        Chemical engineers (2)*
        Environmental scientist
        Printing Industry technical consultant

  • Team leader
       the "sacred cow* syndrome, such as when  an old
       process  area,  rich  in  history,  undergoes an
       assessment.

       Outside consultants can bring a wide variety of
       experience  and expertise to a waste minimization
       assessment. Consultants may be especially useful to
       smaller  companies who  may not  have in-house
       expertise  in  the  relevant  waste minimization
       techniques and technologies.

       Production operators and line employees must not be
       overlooked as a source of WM suggestions, since they
       possess firsthand knowledge and experience with the
       process.  Their  assistance is especially useful in
       assessing operational or procedural changes,  or in
       equipment modifications that affect the way they do
       their work.

       •Quality circles*  have been  Instituted  by many
       companies,  particularly in manufacturing Industries, to
                                                  13

-------
improve product quality and  production efficiency.
These quality circles consist of meetings of workers
and supervisors, where improvements are proposed
and evaluated. Quality circles are beneficial in that they
involve the  production people who are  closely
associated with the operations, and foster participation
and  commitment to  improvement.  Several  large
companies that have quality circles have used them as
a means of soliciting successful suggestions for waste
minimization.

Site  Inspection

With a specific area or waste stream  selected, and with
the assessment team in  place,  the assessment
continues with a  visit to the site. In the case where the
entire assessment team is employed at the plant being
assessed, the team should have become very familiar
with the specific area in the process of collecting the
operating  and design data.  The  members of the
assessment team should familiarize themselves with
the site as much as possible.  Although the collected
information is critical to gaining an understanding of the
processes involved, seeing the site is  important in
order to witness  the actual operation.  For example, in
many instances, a process unit is operated differently
from the method originally described in the operating
manual.  Modifications may have been  made to the
equipment that were not recorded in the flow diagrams
or equipment lists.

When people from  outside of the plant participate in
the assessment, it is recommended that  a formal site
inspection take place.  Even when the team is made up
entirely of plant employees, a site inspection  by all
team members is helpful after the she information has
been collected and  reviewed.  The inspection helps to
resolve questions or conflicting data uncovered during
the  review.  The site inspection also  provides
additional  information to  supplement that obtained
earlier.

When the  assessment  team includes members
employed outside of the  plant,  the team should
prepare a list of  needed information and an inspection
agenda.  The list can be presented In the form of a
checklist detailing objectives, questions and issues to
be resolved, and/or further information requirements.
The agenda and information list  are given to the
appropriate plant  personnel in  the  area*  to  be
assessed early enough before the visit to allow them to
assemble the Information in advance. Of course, It may
be that the assessment team members themselves are
in the best position to collect and compile much of the
data.  By carefully thinking out the agenda and needs
list, important points  are less likely to be overlooked
during the inspection.  Table 3-S presents  useful
guidelines for the site Inspection.
Table 3-5.  Guidelines for the Sit* Inspection

•  Prepare an agenda in advance that covers all point* that
   still require clarification.  Provide staff contacts in the
   area  being assessed  with the agenda several days
   before the inspection.

•  Schedule the inspection to coincide with the particular
  • operation that is of interest (e.g., make-up chemical
   addition, bath sampling, bath dumping,  start-up.
   shutdown, etc.).

•  Monitor the operation at different times during the shift.
   and if needed, during  all three shifts, especially when
   waste generation is  highly  dependent on  human
   involvement   (e.g., in painting  or parts  cleaning
   operations).

•  Interview the operators, shift supervisors, and foremen in
   the assessed  area.  Do not hesitate to question more
   than one person if an answer is not forthcoming. Assess
   the operators' and their supervisors' awareness of the
   waste generation  aspects of the operation.  Note their
   familiarity  (or lack thereof)  with  the impacts their
   operation may have on  other operations.

•  Photograph  the  area  of  interest, if  warranted.
   Photographs are valuable in the absence of plant layout
   drawings. Many details can be captured in photographs
   that otherwise could be forgotten or inaccurately recalled
   at a later date.

•  Observe the "housekeeping" aspects of the  operation.
   Check for signs of spills or leaks. Visit the maintenance
   shop and ask about any  problems In  keeping the
   equipment leak-free. Assess the overall cleanliness of
   the site. Pay attention to odors and fume*.

 •  Assess the  organizational structure and level of
   coordination of environmental activities between variow
   department*.

 •  Assess administrative controls, such  as cost accounting
   procedure*, material purchasing procedure*,  and waste
   collection procedures.
 In performing the she inspection the assessment team
 should follow the process from the point where raw
 materials enter the area to the point where the
 products and the wastes leave the area.  The team
 should identify the suspected sources of waste. This
 may include the production process; maintenance
 operations; storage areas for raw materials, finished
 product, and work-in-process.  Recognize that the
 plant's waste treatment area  itself may also offer
 opportunities to minimize waste.  This inspection often
 results in forming preliminary conclusions about the
 causes of waste generation. Fun confirmation of these
 conclusions may  require additional data collection,
 analysis, and/or site visits.
                                                   14

-------
Generating  WM  Options

Once the origins and causes of waste generation are
understood,  the assessment process enters  the
creative phase.  The objective of  this step is to
generate a comprehensive set  of WM options for
further consideration.  Following the coHectton of data
and  site inspections,  the members of the team will
have begun to  identify possible ways  to minimize
waste  in the assessed area.  Identifying potential
options relies both on the expertise and creativity of
the team members. Much of the requisite knowledge
may come from  their education  and on-the-job
experience, however, the use of technical literature,
contacts, and other sources is always helpful.  Some
sources  of background  information  for waste
minimization techniques are listed in Table 3-6.

Table  3*6.   Source* of  Background  Information
  on WM Option*

Trade attodationa
   A* part of their overall function to aaaiat companies
   within  their   industry, trad* association* generally
   provide assistance and information about environmental
   regulations and  various available techniques  for
   complying with these regulations.  The information
   provided  is especially valuable since it is  industry-
   specific.

Plant engineer* and opinion
   The employees that are intimately familiar with  a faculty's
   operations are often  the best source of suggestions for
   potential WM options.

Published literature
   Technical magazines,  trade journals, government
   reports, and research briefs often contain information
   that can be used as waste minimization options.

Stale and local environmental agendea
   A number of states and local agencies have, or are
   developing, programs that include technical assistance,
   information on industry-specific waste minimization
   techniques, and compiled bibliographies. Appendix E
   provides  a list of  addresses for state and  federal
   programs for WM assistance.

Equipment vendor*
   Meetings with equipment vendors, as wen as vendor
   literature, are  particularly useful in identifying potential
   equipment-oriented options. Vendors  are eager to assist
   companies in implementing projects. Remember, though,
   that the vendor's job  is to sell equipment

Consultant*
   Consultants  can  provide  information about WM
   techniques. Section 2 discusses the  use of consultants
   In WM programs.  A consultant wfch wast* minimization
   experience in your particular industry is most desirable.
Waato Minimization Options

The process for identifying options should follow a
hierarchy in which source reduction options are
explored first, followed  by recycling options.   This
hierarchy of effort stems  from the environmental
desirability of source reduction as the preferred means
of minimizing  waste.  Treatment options should be
considered only after acceptable waste minimization
techniques have been identified.

Recycling techniques allow hazardous materials to be
put to a beneficial use.  Source reduction techniques
avoid the generation  of hazardous wastes, thereby
eliminating the problems associated with handling
these  wastes.    Recycling techniques  may be
performed onsite or at an offsfte facility designed to
recycle the waste.

Source reduction  techniques are characterized  as
good operating  practices,  technology changes,
material changes, or product changes.  Recycling
techniques are characterized as use/reuse techniques
and resource recovery techniques. • These techniques
are described below:

Source   Reduction:    Good   Operating
   Practice*

Good  operating  practices   are  procedural,
administrative, or institutional measures that a company
can use to minimize waste. Good operating practices
apply to  the human  aspect of  manufacturing
operations.  Many of these  measures are used in
industry  largely as efficiency improvements and good
management practices.  Good operating practices can
often be implemented with little cost and, therefore,
have a high return on investment These practices can
be Implemented in  all areas of a plant, including
production, maintenance  operations,  and in raw
material  and product  storage.   Good  operating
practices include the following:
   Waste minimization programs
   Management and personnel practices
   Material handling and inventory practices
   Loss prevention
   Waste segregation

   Production scheduling

 Management  and personnel  practices  include
 employee training, incentives and bonuses, and other
 programs   that   encourage   employees  to
 conscientiously strive  to  reduce waste.   Material
 handling and inventory  practices include programs to
 reduce loss of input materials due to mishandling,
 .expired shelf  life of time-sensitive materials,  and
 proper storage conditions.  Loss prevention minimizes
                                                  15

-------
wastes by avoiding leaks from equipment and spills.
Waste segregation practices reduce the volume of
hazardous wastes  by preventing the  mixing of
hazardous  and  nonhazardous  wastes.   Cost
accounting practices include programs  to allocate
waste treatment and disposal costs directly to the
departments or groups that generate waste,  rather
than  charging  these costs to general  company
overhead accounts.  In doing so, the departments or
groups that generate the waste become more aware of
the effects of their treatment and disposal practices,
and have a financial  incentive to minimize their waste.
By judicious scheduling of batch production runs, the
frequency of equipment cleaning and the resulting
waste can be reduced.
         Goad Operating Practices
   A large consumer product company in California
   adopted  a corporate policy to minimize the
   generation of hazardous waste.  In order to
   implement the  policy,  the company mobilized
   quality circles made up of employees representing
   areas within the plant that generated hazardous
   wastes.   The  company  experienced a  75%
   reduction in the amount of wastes generated by
   instituting proper  maintenance  procedures
   suggested by the quality circle teams. Since the
   team  members were also line supervisors and
   operators, they made sure the procedures were
   followed.
Source  Reduction:   Technology Changes

Technology changes are oriented toward process and
equipment modifications to reduce waste, primarily In a
production setting.  Technology changes can range
from minor changes that can be  implemented in a
matter of days at low cost, to the replacement of
processes involving  large  capital costs.   These
changes include the following:

•  Changes in the production process
•  Equipment, layout, or piping changes
•  Use of automation
•  Changes in process operating conditions, such as
   -  Flow rates
   •  Temperatures
   -  Pressures
   -  Residence times
 Srampte: Technology Changes

    A manufacturer of fabricated  metal products
    cleaned nickel and titanium wire in  an alkaline
    chemical bath prior to using the wire in their product.
  In 1986, the company began to experiment with a
  mechanical abrasive system. The wire was passed
  through the system which uses silk and carbide
  pads and pressure to brighten the metal.  The
  system worked, but required passing the wire
  through the unit twice for complete cleaning.  In
  1987. The company bought a second abrasive unt
  and installed It in series with the first unit.  This
  system allowed the company to  completely
  eliminate the need for the chemical cleaning bath.
Source Reduction:  Input Material Changes

Input material changes accomplish waste minimization
by reducing or eHminatlng the hazardous materials that
enter the production process. Also, changes in input
materials can be made to avoid the generation of
hazardous wastes within the production  processes.
Input material changes include:

•  Material purification
•  Material substitution
Example: Inout Material Chanpos

   An electronic manufacturing facility of a large
   diversified corporation originally cleaned printed
   tiruk boards wih solvents.  The company found that
   by switching from a solvent-based cleaning system
   to an aqueous-based system that the same
   operating conditions and workloads  could be
   maintained. The aqueous-baaed system was found
   to dean ate times more effectively. This resulted In a
   lower product  reject rate, and eliminated a
   hazardous waste.
 Source  Reduction:   Product Changes

 Product changes are performed by the manufacturer
 of a product with the Intent of reducing waste resulting
 from a product's use. Product changes Include:

 •  Product substitution
 •  Product conservation
 •  Changes in product composition
          Pioduct chanes
    In the paint manufacturing Industry, water-based
    coatings are finding increasing applications where
    solvent-based paints were used before.   These
    products do not contain toxic or flammable solvents
    that make solvent-based paints  hazardous when
    they are disposed of. Also, cleaning the applicators
    with solvent is not necessary.  The use of water-
                                                16

-------
   based paints instead of solvent-based paints also
   greatly  reduces  volatile organic  compound
   emissions to the atmosphere.
Recycling:   Use and Reuse

Recycling via use and/or reuse involves the return of a
waste material either to the originating process as a
substitute for an input material, or to another process
as an input material.
Sramote; Reuse

   A printer of newpaper advertising in California
   purchased an ink recycling unit to produce black
   newspaper ink from its various waste inks. The unit
   blends the different colors of waste ink together
   with fresh black ink and black toner to create the
   black ink. This ink Is then filtered to remove flakes of
   dried ink. This ink is used in place of fresh black ink,
   and eliminates the need for the company to ship
   waste Ink off site for disposal.  The price of the
   recycling unit was paid off in 18 months based only
   on Me savings in fresh Mack ink purchases.  The
   payback improved to 9 months when the costs for
   disposing of ink as a hazardous waste are Included.
Recycling:  Reclamation

Reclamation is the recovery of a valuable material from
a hazardous waste.  Reclamation techniques differ
from use and reuse techniques In that the recovered
material is not used in the facility, rather it is sold to
another company.
 Example:
   A photoprocessing company uses an electrolytic
   deposition cell to recover silver out of the rinsewater
   from film processing equipment.  The silver is then
   sold to a small recyder. By removing the silver from
   this wastewater, the wastewater can be discharged
   to the sewer without additional pretreatment by the
   company.  This unit pays for itself in less than two
   years with the value of silver recovered.

   The company also collects used film and sells It to
   the same recyder.  The recyder bums the f Km and
   collects the silver from the the residual ash. By
   removing the silver from the ash, the ash becomes
   nonhazardous.
 Appendix E lists many WM techniques and concepts
 applicable to common waste-generating operations
(coating, equipment  cleaning, parts cleaning, and
materials  handling).   Additionally,  a list of good
operating practices is provided.

Methods  ef Generating Options

The process by which waste minimization options are
identified  should  occur in an  environment that
encourages creativity  and independent thinking by the
members of the assessment team. While the individual
team members will suggest many potential options on
their own, the process can  be enhanced by using
some of the common group  decision techniques.
These techniques allow the assessment team to
Identify options that the individual members might not
have  come up with  on their  own,  Brainstorming
sessions with the team members are an effective way
of developing WM options.   Most management or
organizational behavior textbooks  describe group
decision techniques, such as brainstorming or the
nominal group technique.

Worksheet 11 In Appendix  A is  a form for listing
options that are proposed during an option generation
session.  Worksheet 12 in  Appendix A  is used to
briefly describe and  document the options that are
proposed.  Worksheets 8?  and S8 in Appendix  B
perform the same function  In the simplified set of
worksheets.

Screening  and Selecting Options for  Further
Study

Many waste minimization options wlil be identified in a
successful assessment. At this point, H is necessary to
identify those options  that offer real potential to
minimize waste  and reduce costs.  Since detailed
evaluation of technical and economic feasibility  is
usually costly,  the  proposed options  should  be
screened to  identify  those that deserve further
evaluation.  The  screening  procedure serves to
eliminate suggested options that appear marginal,
impractical, or inferior without a detailed and more
costly feasibility study.

The screening procedures can range from an informal
review and a decision made by the program manager or
a vote of the team members, to quantitative decision-
making  tools.   The informal evaluation Is  an
unstructured  procedure by which the assessment
team or WM program task force selects the options that
appear to be the best. This method is especially useful
in small facilities, with small management groups, or In
situations where  only a few options have been
generated. This method consists of a discussion and
examination of each option.

The weighted sum method is a means of quantifying
the important factors that affect waste management at a
                                                17

-------
particular facility, and now each option win perform with
respect  to  these factors.   This  method  is
recommended  when there are a large number of
options to  consider.   Appendix Q presents the
weighted sum method In greater detail, along with an
example. Worksheet 13 in Appendix A is designed to
screen and rank options using this method.

The assessment procedure is flexble enough to alow
common group decision-making techniques  to  be
used here.   For example, many large  corporations
currently use decision-making systems that can be
used to screen and rank WM options.

No matter  what method is used,  the  screening
procedure should consider the following  questions.

•  What is the  main benefit gained by  Implementing
   this option?  (e.g., economics, compliance, labiHty,
   workplace safety, etc.)

•  Does the necessary technology exist to develop
   the option?

•  How much does ft cost?  Is K cost effective?

•  Can the option be Implemented within a reasonable
   amount of time without disrupting production?

•  Does the option have a good "track record"?  Knot,
   is there convincing evidence that the  option  will
   work as required?

•  Does the option have a good chance of success?
   (A successfully initiated WM program will gain wider
   acceptance as the program progresses.)

•  What other benefits wfll occur?

The results of the screening activity are used to
promote the successful options for technical and
economic feasbUtty analyses. The number of options
chosen for the feasibility analyses depends  on the
time, budget, and resources available for such a study.

 Some options (such  as  procedural changes) may
 involve no capital costs  and can  be  implemented
 quickly with little  or no further evaluation.  The
 screening  procedure should account for ease of
 implementation of an option.  If such an option is dearly
 desirable and Indicates a potential cost savings. It
 should be promoted for further study  or outright
 implementation.
                                                18

-------
                                            Section 4
                                      Feasibility Analysis
         The recognized need to minimize wad*
                   Planning and
                   Organization
                   Assessment
                     Phase
        FEASIBILITY  ANALYSIS  PHASE
         * Technical evaluation
         * Economic evaluation
         * Select options for implementation
                  Implementation
              Successfully implemented
             waste minimization projects
The final product of the assessment phase is a list of
WM options for the assessed area.  The assessment
will have screened out the impractical or unattractive
options. The next step is to determine if the remaining
options are technically and economically feasible.

Technical  Evaluation

The  technical evaluation  determines whether a
proposed WM option will work in a specific application.
The  assessment  team should  use a last-track"
approach in evaluating procedural changes that do not
involve a significant  capital expenditure.  Process
testing of materials can be done relatively qulckry, K the
options do not Involve major equipment Installation or
modifications.

For equipment-related options or process changes,
visits to see existing installations can be arranged
through equipment vendors and industry contacts.
The operator's comments are especially Important and
should be compared with the vendor's claims.  Bench-
scale or pilot-scale demonstration is often necessary.
Often It is possible to obtain scale-up data using a
rental  test unit  for bench-scale  or  pilot-scale
experiments. Some vendors will install equipment on a
trial  basis, with  acceptance and payment  after a
prescribed time, H the user is satisfied.
The technical evaluation of an option also must
consider facility constraints and product requirements,
such as those described in Table 4-1. Although an
inability to meet these constraints may not present
insurmountable problems, correcting them will likely
add to the capital and/or operating costs.

Table 4-1.  Typical Technical Evaluation  Criteria

•  to the system safe tor workers?
• * Will product quality be maintained?
*  to space available?
*  Is the  new equipment,  materials,  or  procedures
   compatble with production operating procedures, work
   flow, and production rate*?
•  to additional labor required?
•  Are  utllHitiM available?  Or must  they be installed,
   thereby raising capital costs?
•  How tong will production be stopped In order to install the
   system?
•  to special expertise required IB operate or maintain the
   new system?
*  Does ins vendor provide acceptable service?
*  Does the system create other environmental problems?
Ad affected groups in the facility should contribute to
and review the results of the technical evaluation.  Prior
consultation and review with the affected groups (e.g.,
production, maintenance, purchasing) is needed to
ensure the viability and acceptance of an option. If the
option calls for a change in production methods or
input materials, the project's effects on the quality of
the final product must be determined.  H after the
technical evaluation, the project appears Infeasibte or
impractical, It should be dropped. Worksheet 14 in
Appendix A is a checklist of important Kerns to consider
when evaluating the technical  feasibility  of a  WM
option.

Economic  Evaluation

The economic evaluation is carried out using standard
measures of profitability, such as payback  period,
return on investment, and net present value.  Each
organization has its own economic criteria for selecting
projects for  implementation.   In  performing the
economic evaluation, various costs and savings must
be considered.  As in any projects, the cost elements
of a WM project can be broken down into capital costs
and operating costs. The economic analysis descrtoed
hi this section and in the  associated worksheets
represents a preliminary, rather than detafled, analysis.

For smaller facilities with only a few processes, the
entire WM assessment procedure will tend to be much
                                                 19

-------
Table  4-2.    Capital Investment  for  a  Typical
  Urge WM Project

Direct Capital Costs
   Site Development
      Demotion and alteration wort?
      She clearing and grading
      Wakwaya, roads,  and fencing
   Proceee Equipment
      AH equipment Beted on flow sheets
      Spare part*
      Taxes, freight, Insurance, and dutiee
   Materials
      Piping and ducting
      Insulation and painting
      Electrical
      instrumentation and controls
      Building* and ctructuree
   ejection* to Existing UtflWee and Service* (water,
   HVAC, power, steam, refrigeration, fuels, plant air
   and inert gee. lighting, and fire control)
   New UtIBty and Service FadlWea (same items as above)
   Other Non-Process Equipment
   Construct ion/lnstsllation
      Construction/Installation labor salariee and burden
      Supervision, accounting, timekeeping, purchasing.
      safety, and expediting
      Temporary fadHttee
      Construction loots and equipment
      Taxes and insurance
      Building permits, field tests, licenses
Indirect Capital Costs
   In-house engineering, procurement, and other home
   office coats
   Outside engineering, design, and consulting Services
   Permitting costs
   Contractors'tees
   Start-up costs
   Training costs
   Contingency
   Interest accrued during construction
      TOTAL FIXED CAPITAL COSTS

Working Capital
   Raw materials inventory
   Finished product inventory
   Materials and supplies
      TOTAL WORKING CAPITAL

TOTAL CAPITAL NVESTMENT

Source:   Adapted from Perry, Ch«mle«l  Engineer's
Handbook nMSV. and Peteta and TimnwhaiM. Plant Dolan
 and georomlo tor Chemtesl J-najne
A proper perspective must be maintained between the
magnitude of savings that a potential option may offer,
and the amount  of manpower  required to do the
technical and economic f easfoility analyses.

Capftal Cott*

Table 4*2 is a comprehensive (tot of capital cost Kerns
associated with a large plant upgrading prelect.  These
costs include  not only the fixed capital costs for
designing, purchasing, and Installing equipment, but
also costs for wortdng capital, permitting, training, start-
up, and financing charges.

With the increasing level of environmental regulations,
Initial permitting  costs  are  becoming a significant
portion of capital costs for many recycling options (as
well as treatment,  storage, and disposal options).
Many  source reduction techniques have  the
advantage of not requiring environmental permitting in
order to be Implemented.

Optnting  Cowl*  and  Saving*

The basic economic goal of any waste minimization
project Is to reduce (or eliminate) waste disposal costs
and to reduce input material costs. However, a variety
of other operating costs (and savings) should also be
considered, in making the economic evaluation, it is
convenient to use Incremental operating  costs  in
comparing the existing  system with the new system
that incorporates  the  waste  minimization option.
('incremental operating  costs"  represent  the
difference between the estimated operating costs
associated with the WM option,  and the  actual
operating costs of the existing system, without the
option.) Table 4-3 descrtbes incremental operating
costs and savings and incremental revenues typtealy
 associated with waste minimization protects.

 Reducing  or  avoiding present and future operating
 costs associated with waste treatment, storage, and
 disposal are major  elements of the WM  prelect
 economic evaluation.   Companies have tended to
 ignore these costs hi the past because land <"
 less formal.  In thto situation, several obvious WM
 options, such as InstaBation of flow controls and good
 operating practices may be implemented wtth Nttle or
 no  economic evaluation.   In these instances, no
 complicated analyses are necessary to demonstrate
 the advantages of adopting the selected WM  options.
 was relatively inexpensive. However, recent regui
 requirements  Imposed on generators  and waste
 management facilities have caused the costs of waste
 management to Increase  to the  point  where H  is
 becoming a signlfcant factor in a  company's overall
 cost structure.  Table 4-4 presents typical external
 costs for offstte waste treatment  and disposal.   In
 addition to these external costs, there are significant
 internal costs, Including the labor to store and ship out
 wastes, tiabiMy Insurance coats, and onsite treatment
 costs.
                                                  20

-------
Table  4-3.    Operating   Cost!  and  Savings
  Associated with WM Projects

Reduced waste management coats.
   This includes reductions in costs for.
      Offsfte treatment, storage, and disposal IMS
      Stats fsss and taxes on hazardous wast* generators
      Transportation costs
      Onsfte treatment, storage, and handling costs
      Permitting, reporting, and recordkeeping costs

Input material oott savings.
   An option that reduces waste usually decreases the
   demand for input materials.

Insurance and liability savings.
   A WM option may be significant enough to reduce a
   company's Insurance payment*, h may also lower a
   company's potential liability associated with remedial
   dean-up of TSDFs and workplace safety. (The
   magnitude of liability savings is difficult to determine).

Changes n COM aseodated with quality.
   A WM optkjn may have a pos ftive or negative effect on
   product quality. this couid result in higher (or tower)
   costs for rework, scrap, or ojualtty control functions.

Changes in utilities costs.
   Utilities costs may increase or decrease. This Includes
   steam, electricity, process and cooling water, plant air,
   refrigeration, or inert gas.

Changes in operating and maintenance tabor, burden, and
   An option may sfther increase or decrease labor
   requirements. This may be reflected hi changes hi
   overtime hours or In changes in the number of
   employees. When direct labor costs change, then the
   burden and benefit costs will also change. In large
   projects, supervision costs will also change.

 Changes In operati ng and maintenance auppftea.
   An option may result increase or decrease the use of
   O&M supplies.

 Changes in overhead costs.
   Large WM projects may aff set a facility's overhead
   costs.

 Changes  in revenue* from Increased  (or decreased;
 production.
   An option may result hi an increase In the productivity of
   a unit This will result in a change in revenues.  (Note that
   operating costs may also change accordingly.)

 Increased revenues from by-products.
   A WM option may produce a by-f»oduct that can be sold
   to a recyder or sold to another company as a raw
    material. This will increase the company's revenues.
Table  4-4.   Typical  Coata  of  OfteHe  Induatrlal
  Waate  Management*

Disposal
   Drummed hazardous waste**
      Solids              $75 to $110 per drum
      Liquids             $65 to $120 per drum
      Bufc waste
         Solids           $120 per cubic yard
         Liquids          $0.60 to $2.30 per galon
      Lab packs          $110 per drum
Analysis (at disposal she)
Transportation
$200 to $300
$65 to $85 per hour 0 45 mles
per hour (round trip)
   Does not include internal coats, such as taxes and fees,
   and labor for manlest preparation, storage, handing, and
   recordkeeping.

   Based on 55 gallon drums. These prices are for larger
   quantities of drummed wastes. Disposal of a smal
   number of drums can be up to tour times higher par
   drum.
 For the purpose of evaluating a project  to  reduce
 waste quantities, some types of costs are  larger and
 more eas8y quantified. These include:
   disposal fees
   transportation costs
   predispose! treatment costs
   raw materials costs
   operating and maintenance costs.

 it is suggested that savings in these costs be taken
 into consideration first, because they have a greater
 effect on project economics and involve less effort to
 estimate reliably. The remaining elements are usually
 secondary  In  their  direct  impact and  should be
 included on an as-needed basis  In fine-tuning the
 analysis.

 Profitability Antlyflm

 A project's profitability is measured using the estimated
 net cash flow* (cash incomes minus cash outlays) for
 each year of the project's Me.  A profitability analysis
 example in Appendix H includes two cash flow tables
 (Figure H-3 and H-4).

 If the project  has no significant  capital costs, the
 project's profitability can be judged by  whether  an
 operating cost savings occurs or not. H such a project
 reduces  overall  operating costs,  ft  should  be
 implemented as soon as practical.
                                                     21

-------
For projects with significant capital costs, a more
detailed profitability analysis is necessary. The three
standard profitability measures are:

*  Payback period
•  Internal rate of return (IRR)
*  Net present value

The payback period for a project is the amount of time I
takes to recover the initial cash outlay on the project.
The formula for calculating the payback period on a
pretax basis is the foBowing:
 Payback period -
   flnytw)
                      Capital lnv>«tm«nt
                 Annual operating COM saving*
For example, suppose a waste generator Installs a
piece of equipment at a total cost of $120.000.  Nthe
piece of equipment is expected to save $43,000 per
year, then the payback period Is 25 years.

Payback periods are typically measured in years.
However, a particularly attractive project may have a
       ; period measured in months. Payback periods
payback)
in the n
in the range  of three to four years  are  usually
considered acceptable tor low-risk Investments.  This
method Is  recommended for quick assessments of
profltabWy. Mlarge capital expenditures are involved, I
is usuafly followed by more detailed analysis.

The internal rate of return (IRR) and the net present
value (NPV) are both Discounted cash flow techniques
for determining profitability.  Many companies use
these methods for ranking capital projects that are
competing for funds. Capital funolng for a project may
weH hinge on  the ability of the project to generate
positive cash  flows beyond the payback period to
realize acceptable return on investment.  Both the
NPV and IRR  recognize the time value of money by
Discounting the projected future net cash flows to the
present.  For investments with a low level of risk, an
aftertax IRR of 12 to 15 percent Is typtealy acceptable.

Most of the  popular  spreadsheet programs for
personal computers wi automaticaly calculate IRR and
NPV for a series of cash flows.  Refer to any financial
management,  cost accounting,  or  engineering
economics text for more Information on determining
the IRR or NPV.  Appendix H presents a profitability
analysis example tor a WM project using IRR and NPV.

Adjustment* for fit** *nd Liability

As mentioned earter, watte minimization projects may
reduce the  magnitude  of environmental and safety
risks for a company-   Although these risks can be
identified, I  Is difficult to predict if problems occur, the
nature of the problems, and their resulting magnitude.
One way of  accounting for the reduction of these risks
is to ease the financial performance requirements of
the project. For example, the acceptable payback may
be lengthened from four to five years, or the required
internal rate of return may be lowered from 15 percent
to 12 percent. Such adjustments reflect recognition of
elements that affect the risk exposure of the company,
but cannot be included directly in the analyses. These
adjustments are Judgmental and necessarily reflect the
individual viewpoints  of the people evaluating the
project tor capital funding. Therefore, It is  Important
that the financial analysts and the decision makers In
the company be aware of the risk reduction  and other
benefits of the WM options. As a policy to encourage
waste minimization, some companies have set lower
hurdle rates for WM projects.

White the profttabnty is important to deciding whether
or not  to implement  an option, environmental
regulations may be even more important. A company
operating in violation of environmental regulations can
face fines, lawsuits, and criminal  penalties  for the
company's managers.  Ultimately, the factty may even
be forced to shut down. In this case the total cash flow
of a company can hinge upon implementing the
environmental project

Wortcahaita tor Economic Evaluation

Worksheets 15 through 1? in Appendix A are used to
determine the  economic evaluation of a WM option.
Worksheet 15  is a checklist of capital and operating
cost items.  Worksheet 16 is used to find a simple
payback period  for an option that requires capital
investment. Worksheet  1?  is used to find the net
present value and internal rate of return for an option
that requires capital investment.  Worksheet S9 in
Appendix B is used to record estimated capital and
operating costs,  and to determine the payback period
In the simplified assessment procedure.

Final  Rtport

The product of a waste minimization assessment is a
report that presents the results of the assessment and
the technical and economic feasfeWty analyses.  The
report also contalnes  recommendations to Implement
the f eastote options.

A good final report can be an important tool for getting
 a project implemented.  H Is particularly valuable hi
obtaining funding for the project  In presenting the
feasWRty analyses, It is often useful to evaluate the
 project  under different scenarios.   For example,
 comparing a projects's profttabity under optimistic and
 pessimistic assumptions (such as increasing waste
 disposal costal) can be beneficial. Sensitivity analyse*
 that Indicate the effect of key variables on profltabWy
 are also useful.
                                                22

-------
The report should include not only how much the
project wffl cost and Is expected performance, but also
how It will be done, ft is Important to discuss:

*  whether the  technology  is  established, with
   mention of succesful applications;
*  the required  resources  and  how they wlH  be
   obtained;
•  estimated construction period;
*  estimated production downtime;
*  how  the performance  of the project  can  be
   evaluated after I is Implemented.

Before the report is finaRzed, K is  Important to  review
the results with the affected department* and to sofctt
their support. By having department representatives
assist In  preparing and reviewing the report, the
chances are Increased that the projects wM  be
implemented. In summarizing the resuts, a quaJMative
evaluation of intangible costs and benefits  to the
company should be included.  Reduced Habitties and
improved image in the eyes of the employees and the
community should be discussed.
                                                23

-------
                                          Section 5
                      Implementing  Waste Minimization Options
         Th* recognized need to minMz* waste
                  Planning and
                  Organization
                  Assessment
                    Phase
                   Feastoihy
                 Analysis Ph
                IMPLEMENTATION
           Justify projects and obUin funding
           Installation (equipment)
           Implementation (procedure)
           EvakMt* performance
              Successfully implemented
             wast* minimization projects
The WM assessment report provides the basis for
obtaining company funding of WM projects.  Because
projects are not always sold on their technical merits
atone, a clear description  of both tangible and
intangible benefits can help edge a proposed project
past competing projects for funding.

The champions of the  WM assessment program
should be flextole enough to develop alternatives or
modifications. They should also be committed to the
point of doing  background and support work, and
should anticipated potential problems In implementing
the options.  Above all, they should keep in mind that
an idea will not sel H the sponsors are not sold on M
themselves.

Obtaining Funding

Waste  reduction  projects  generally  involve
improvements in process efficiency and/or reductions
In operating costs of waste management. However, an
organization's capital resources may be prioritized
toward enhancing future revenues (for  example,
moving Mo  new lines of business, expanding plant
capacity, or acquiring other companies), rattier than
toward cutting current costs. If this Is the case, then a
sound waste  reduction project could be postponed
until the next capital budgeting period.  It is then up to
the project sponsor to  ensure that  the project is
reconsidered at that time.

Knowing the  level within the organization that has
approval authority for capital  projects will help in
enlisting  the  appropriate support.    In  large
corporations, smaller projects are typically approved at
the plant manager level, medium-size projects at the
divisional vice president level, and laiger projects at the
executive committee level.

An evaluation team made up of financial and technical
personnel can ensure that a sponsor's enthusiasm is
balanced with objectivity,  ft can also serve to queB
opposing "cant be done" or "H K aJnl broke, dont ftc r
attitudes that  might  be  encountered  within  the
organization. The team should review the project in
the context of:

*  past experience In thte area of operation

•  what the market and the competition are doing

*  how the Implementation  program fits  into the
   company's overall business strategy

 *  advantages of the proposal in relation to competing
   requests for capital funding

 Even when a project promises a high interal rate of
 return, some companies  will  have difficulty raising
 funds intemalfy for capital investment. In this caw, the
 company  should look  to outside financing.  The
 company generally has two major sources to consider:
 private sector financing  and  government-assisted
 funding.

 Private sector financing includes bank loans and other
 conventional sources  of financing.  Government
 financing is available  in some cases.  It may be
 worthwhile to contact your state's Department  of
 Commerce  or  the  federal  Small  Business
 Administration  for Information regarding  loans for
 pollution control or hazardous waste disposal projects.
 Some states  can provide technical and financial
 assistance.  Appendix F includes a list  of states
 providing this assistance and addresses to get
 information.
                                                24

-------
Installation

Waste minimization options that Involve operational,
procedural, or materials changes (without additions or
modifications to equipment) should be implemented
as soon as the  potential cost  savings have been
determined.   For projects  involving equipment
modifications or new equipment, the installation of a
waste minimization project is essentially no different
from any other capital improvement project.  The
phases of the project  include planning, design,
procurement, and construction.

Worksheet 18 is a form for documenting the progress
of a WM project through the implementation phase.

Demonstration and Follow-up

    After the  waste minimization option has been
implemented, it remains to be seen how effective the
option actually turns out to be.  Options that don't
measure up to their original performance expectations
may requre rework or modifications.  It is important to
get warranties  from vendors prior to installation of the
equipment.

The  documentation provided through a  follow-up
evaluation  represents   an  important source  of
information for future uses of  the  option in other
facilities.  Worksheet 19 fe a form for evaluating the
performance of an implemented WM option.  The
experience gained in implementing an option at one
facility can be used to reduce the problems and costs
of implementing options at subsequent facilities.

Measuring  Waste  Reduction

One measure of effectiveness for a WM project is the
project's effect on the organization's cash flow. The
project should pay for itself through reduced waste
management costs and reduced raw materials costs.
However, it is also Important to measure the actual
reduction of waste accomplished by the WM project.

The easiest way to measure waste reduction is by
recording the  quantities  of waste generated before
and after a WM project has been implemented.  The
difference, dividied by the original waste  generation
rate,  represents the percentage reduction In waste
quantity.  However, this simple measurement ignores
other factors  that also affect the quantity of waste
generated.

In general, waste generation is directly dependent on
the production rate.  Therefore, the ratio of waste
generation rate to production rate is a convenient way
of measuring waste reduction.
Expressing waste reduction in terms of the ratio of
waste to production  rates is  not free of problems,
however.  One of these problems is the danger of
using the ratio of infrequent large quantities to the
production rate.  This problem is illustrated by a
situation where a plant undergoes a major overhaul
involving equipment  cleaning, paint stripping, and
repainting.  Such overhauls are fairly infrequent and
are typically performed every three to five years. The
decision to include this intermittent stream in the
calculation of the waste reduction index, based on the
ratio of  waste  rate to product  rate, would lead to an
increase in this index.  This decision cannot be
justified, however, since the infrequent generation of
painting wastes is not a function of production rate. In
a situation like this, the waste reduction  progress
should be  measured In terms of the ratio of waste
quantity or materials use to the square footage of the
area painted.  In general, a distinction should be made
between production* related wastes and maintenance-
related wastes and dean-up wastes.

Also, a few  waste streams may be   inversely
proportional to production rate. For example, a waste
resulting from outdated input materials is likely to
increase H the production rate decreases. This is
because the age-dated materials in inventory are more
likely to expire when  their use  in production
decreases.

For these reasons, care must be taken  when
expressing the extent of  waste reduction.   This
requires that  the  means by which  wastes  are
generated be well understood.

In measuring waste reduction, the total quantity of an
individual waste stream should  be measured, as wen as
the individual  waste components or characteristics.
Many companies have reported substantial reduction
in the quanHHes of waste disposed.   Often, much of
the reduction  can  be traced  to good housekeeping
and steps taken to concentrate  a dilute aqueous
waste.  Although concentration, as such, does not fall
within the definition of  waste  minimization, there are
practical benefits that result from concentrating
wastewater streams, including decreased disposal
costs. Concentration may render a waste stream easier
to  recycle, and is also desirable if a facility's current
wastewater treatment system is overloaded.

 Obtaining good quality data for waste stream quanhies,
 flows,  and composition can be  costly  and time
 consuming.  For this reason, it may be practical, in
 some instances, to express waste reduction indirectly
 In terms of the ratio of  input materials consumption to
 production rate. These data are easier to obtain,
 although the measure is not direct.
                                                 25

-------
Measuring waste minimization by using • ratio of waste
quantity to material throughput or product output is
generally more meaningful  for specific units or
operations, rather than for an entire facility. Therefore,
it is important to preserve the focus of the WM project
when measuring and reporting progress. For those
operations not involving chemical reactions, It may be
helpful to measure WM progress by  using the ratio of
input material quantity to material throughput or
production rate.

Wast*  Minimization Aaaaaamanta  for
Naw Production Procaaaaa

This manual  concentrates on waste minimization
assessments  conducted in existing facilities.
However, .It  is important that waste minimization
principles be applied to new projects. In general, it is
easier to avoid waste generation during the research
and development or design phase than to go back and
modify the process after it has already been Installed.

The planning and design team for a new product,
production process, or operation should address
waste generation aspects early oa  The assessment
procedure In this manual can be modtled to provide a
WM review of a product or process In the planning or
design  phase.  The  earlier the assessment is
performed, the less likely tt is that the project will
require expensive changes.  All new projects should
be reviewed by the waste minimization program task
force.

A better approach than a pre-project assessment is to
include one or more members of the WM program task
force on any new project thai:wW generate watte. In

                                     influence to
m generate*
nef> from the
)Ns or her M
this way, the new project wil be;
presence of a WM champion and
design the process to minimize waste At a CaMomia
facilty of a major defense contractor, al new projects
and modfficattons to existing faclUes and equipment
are reviewed by the WM program team. All projects
that have  no environmental impact are quickly
screened and approved. Those projects that do have
an  environmental impact are assigned to a team
member who  participates hi the project kick-off and
review meetings from inception to implementation.

Ongoing Waata Minimization Program

The WM program is a continuing, rather than a one-
time effort. Once the highest priority waste streams
and facility areas have been assessed and those
projects have been Implemented, the assessment
program should look to areas and waste streams wtti
tower priorities.  The ultimate goal of the WM program
should be to  reduce the generation of waste to the
maximum  extent achievable. Companies that have
eliminated the generation of hazardous waste should
                      continue to took at reducing industrial wastewater
                      dtocharges, air emissions, and solid wastes.

                      The frequency wlh which assessments are done wll
                      depend on the program's  budget, the company's
                             I cyde (annual cycle In most companies), and
                                                 uuogvung uywv \W«M«I uywo »i nwot V*/IIV«MWW»/, *•**
                                                 special circumstances.  These special circumstances
                                                 might bs:

                                                 • a change In raw material or product requirements

                                                 • higher waste management costs

                                                 • new regulations

                                                 • new technology

                                                 • annajoreverftwttiundesirabtoerivironrnental
                                                       consequences (such as a major spfl)

                                                 Aside from the special circumstances, a new series of
                                                 assessments should be conducted each fiscal year.

                                                 To  be  truly effective,  a  philosophy of  waste
                                                 minimization must be developed In the organization.
                                                 This means that waste minimization must be an Integral
                                                 part of  the company's operations.   The  moat
                                                 successful waste minimization programs to date have
                                                 al developed this philosophy within their companies.
                                               26

-------
                                         Appendix A
                    Waste  Minimization  Assessment  Worksheets
The worksheets that follow are designed to facilitate the WM assessment procedure.  Table A-1 lists the worksheets,
according to the particular phase of the program, and a brief description of the purpose of the worksheets.
Appendix B presents a series of simplified worksheets for small businesses or for preliminary assessments.

 Table A-1.   List  of Wssls Minimization Assessment Worksheets
Phase     Number and Title
               Purpoee/Remarke
         1. Assessment Overview

Planning and Organization
   (Section 2)
         2. Program Organization
         3.  Assessment Team Make-up

Aaeeaament  Phase
   (Section 3)

         4.  SMe Description
         5. Personnel
         6. Process Information
         7. Input Materials Summary
         8. Products Summary
         8. Individual Waste Stream
             Characterization

        10. Waste Stream Summary
Summarizes the overaJ assessment procedure.
Records key members in the WMA program task force and the WM
assessment teams.  Also record* the relevant organization.

Usts names of assessment team members as wel as duties. Includes
a list of potential departments to consider when selecting the teams.
UsU background Information about the facility,  Including location,
products, and operations.
Records information about the personnel who work in the
assessed.
to be
This to a checklist of useful process Information to look for before
starting the assessment.

Records input material information for a specific production or process
area. This include* name, supplier, hazardous component or
properties, cost, delivery and sheH~Me inform*!ion, and possible
substitutes.

Identifies hazardous components, production rate, revenues, and
other information about products.

Records  source, hazard, generation rate, disposal cost, and method
of treatment or disposal for each waste stream.

Summarizes all of the information collected for each waste stream.
This sheet to also used to prioritize waste stream* to i
   (continued)
                                                A-1

-------
Table A-1.   Uat of Watte Minimization AaaaaanMnt Workeheeta (eontlnuad)
Phaae     Number and Tttto
                                                Purpoae/Ramarka
Aaaaaamant  Phaaa (eontlnuad)
   (Section 3)
       11. Option Generation


       12. Option Description
       13. Optiont Evaluation by
            Weighted Sum Method

Paaalblltty Analyala Phaaa
   (Section 4)

       14. Technical FeaaiUMy
        15. Coat Information
        16. ProfltabttyWorkeheettl
            Payback Period

        17. ProRtabttyWofkeheett?
            Cajh Flow for NPV and BR
Implementation
   (Sections)

      18. Project Summary



      19. Option Performance
                                  Record* option* proposed during braJnetorming or nominal group
t
iqu
                                                   kidudee the rationale tor proposing each option.
                                  DMcrbat and aummarizea information about a prepoaed option. Abo
                                  note* approval of promWng optiona.

                                  Ueed for ecreening options using the weighted aum method.
                                  Delated cheddat for performing a technical evaluation of a VWoptjon,
                                  The) worKahoot to divided into aectione for ccjuipmonweiewd opuonat
                                                      •ted optiont, and mejeriale^elated optiona.
                                     economic evaluation of an option.
                                                                            i for uee In the
                                  Baaed on the<
                                     i developed from
                                  Worksheet 15, thb woikaheet la wed to calculate the payback period.

                                  Thtewoftaheetteueed to develop cMhflo»» for cateutatinq NPV or BR.
                                     Summarizaa Important taaka to be performed during the
                                     iiBM»lAMA«»ft«rfbMk mA ^«k «M«^Lb«k ^l
                                     ini|iiviiivnunDn 01 m vyy»»vn< i I
                                               A-2

-------
 Him.

Site.
Date.
                 Waste Minimization Assessment
                           Worksheets


                  Proj. No.	
                                Prepared By	
                                Checked By	
                                Sheet  1 ol  1     Page	of.
    WORKSHEET
         1
          ASSESSMENT  OVERVIEW
                                            &EPA
                                 Begin the Waste Minimization
                                     Assessment  Program
                                             I
                                                       Worksheets used
                               PLANNING AND ORGANIZATION
                                      * Get management commitment
                                      • Set overall aaseMinent program goals
                                      • Organize assessment program task force
                                             I
                                   Assessment organization
                                   and commitment to proceed
   Select new
assessment targets
  and reevaluate
 previous options
ASSESSMENT  PHASE
      * Compile process and fadNy data
      • Prioritize and select assessment targets
      * Select people for assessment teams
      • Review data and inspect site
      * Generate options
      * Screen and select options for further study
                                              I
                                    Assessment report of
                                      selected options
                                FEASIBILITY ANALYSIS PHASE
                                        * Technical evaluation
                                        • Economic evaluation
                                        • Select options for implementation
                                               I
                                    Final report, including
                                    recommenced options
                Repeat the process
                  IMPLEMENTATION
                         • Justify projects and obtain funding
                         • Installation (equipment)
                         * Implementation (procedure}
                         * Evaluate performance
                                      Successfully operating
                                   waste  minimization  prelects
                                                                          4,6,7.8,9,10
                                                                              10
                                                                              3

                                                                             11,12
                                                                              13
                                                               14
                                                             1S.1S.17
                                                                              18
                                                                              18
                                                                              19
                                                  A-3

-------
Firm,
Site .
Date
                         Waata Minimization AsMsamant
   Proj. No.
    Prepared By	
    Checked By 	
    Shett J_ of J_ Paga
                                            of
     WORKSHEET
        2
S*:*:4;:S»5;: 'i   ->--™' ;.: :ft»t-:m::5-:K; VĄ
PROGRAM ORGANIZATION
'X^ii^^^^^i^X^S^l^W^^^i^^^^^^^^^
          SEPA
      FUNCTION
       NAME
LOCATION
TELEPHONE f
Proflfam Managar
3Ra Coordinator
Aaaaaamant Taam Laadar
                           Organization Chart
                                (akateh)
                                   A-4

-------
Firm
Site
Waste Mnlmlzatton Assessment
                      Pml.Ho.
Prepared By	
Checked iy 	
Sheet _L_ of J_ Page
                                      of
     WORKSHEET
        3
 IWSSESSMEfflii
      &EPA
Function/Department
Asstsmmtt TMm
Lttctor
Silt Coordinator
Operations
Engln««rlng
Malntananct
Schadutlnfl
Mat*rtal« Corrtrot
PfOOUIWIMMM
Shlpplng/Racatvlng
FadlKlat
Quality Control
Environmarttal
Accounting
^^^UMMIkflfe VMkl
PHvonnw
RI.D
Ugal
Managarnant
^ . . _« UK. „
Contractor/consultant
Safety










Nama






























Location/
Talaphonaff






























Manhoura
Raqulrad






























Duties
Lead






























Support






























Review






























                                 A-5

-------
Firm
Site
Dale
 WMM Mntmiattoii AstMmiMtt
Pro), No.
Prepared By	
ClwckidBy	•
Shift J_ of J_ Ptflt	o(
      WORKSHEET
          4
                                   &EPA
Firm:
Plant:
 )«partm>nt;
Stm«t
Otv:
State^lP Cod«:
        cj	)
Mator Products
EPA Qtrwttor Numbtr :
MalorUnnor
Product or.
Op»r»tlon«;
 FaclinkM/EqutortMrtt AM:
                                          A-6

-------
Firm
Site
Data

Waste Minimization Assessment

Pmj No

Prepared By
Chocked By
Sheet J_ of J_ Page of

      WORKSHEET
         5
     PERSONNEL
&EPA
       Attribute
Overall
                                                   Department/Area
Total Staff
Direct Supv. Staff
Management
Average Age, yrt.
Annual Turnover Rate %
Seniority, yrt.
Yrs. of Formal Education
Training,
Additional Remarks
                                      A-7

-------
Firm
SH«
Date

Waste Minimization Assessment

Proj No

Prepared By
Checked Bv
Sheet J_ of _1_ Page of

WORKSHEET
   6
                                                     4»EPA
Process Unit/Operation:
Operation Type:    D Continuous
                           D Discrete
         D Batch or Semi-Batch   D Other _
Document
Process Flow Diagram
Material/Energy Balance
Design
Operating
Flow/Amount Measurements
Stream



Analyses/ Assavs
mwij wwmir^mmttfm
Stream





Operating Manuals
Equipment List
Equipment Specifications
Piping & Instrument Diagrams
Plot and Elevation Plan(s)
Work Flow Diagrams
Hazardous Waste Manifests
Emission Inventories
Annual/Biennial Reports
Environmental Audit Reports
Permit/Permit Applications
Batch Sheet(s)
Materials Application Diagrams
Product Composition Sheets
Material Safety Data Sheets
Inventory Records
Operator Logs
Production Schedules

Status
Complete?
(Y/N)


































Current?
(Y/N)


































Last
Revision


































Used In this
Report (Y/N)


































Document
Number


































Location


































                              A-B

-------
Firm
Site
Date
 Wast* Minimization AaMsamant
Pro). No.
Prepared By	
Checked By	
SheetJ_ of J_ Pace	of 	
      WORKSHEET
         7
                                 &EPA
Attribute
Name/ID
Source/Supplier

Component/Attribute of Concern

Annual Consumption Rate
Overall
Components) of Concern

Purchase Price, $ per 	
Overall Annual Cost

Delivery Mode*
Shipping Container Size & Type*
Storage Mode4
Transfer Mode*
Empty Container Disposal/Management*
Shelf Life
Supplier Would
- accept expired material (Y/N)
• accept shipping containers (Y/N)
• revise expiration date (Y/N)
Acceptable Substitutes), H any
Alternate Suppliers)

Description1
Stream No.___

























Stream No.






















•


Stream No.

























1 stream numbers, If applicable, should correspond to those used on process flow diagrams.
e.g., pipeline, tank car, 100 bbl. tank truck, truck, etc,
e.g., 55 gal. drum, 100 Ib. paper bag, tank, etc.
e.g., outdoor, warehouse, underground, aboveground, etc.
e.g., pump, fforklift, pneumatic transport, conveyor, etc.
e.g., crush and landfill, clean and recycle, return to supplier, etc.
                                      A-9

-------
Firm.
Site
Date
                          Waste Minimization Assessment
 Pro|.No.
Prepared By	
Checked By 	
Sheet _1_ of J_ Page	of 	
      WORKSHEET
         8
PRODUCTS SUMMARY
        &EPA

Attribute
Name/ID

Component/Attribute of Concern

Annual Production Rate
Overall
Component(s) of Concern

Annual Revenues, $ 	

Shipping Mode
Shipping Container Size ft Type
Onstte Storage Mode
Containers Returnable (Y/N)
Shelf Life
Rework Possible (Y/N)
Customer Would
• relax specification (Y/N)
-accept larger containers (Y/N)










Description1
Stream No. 	





























Stream No.





























Stream No.





























 1     stream numbers, H applicable, should correspond to those used on process flow diagrams.
                                      A-10

-------

Finn
SHA
Data

WMI* Mlnhnlmtlnn A >**••"****


Pro] No


Prepared Bv
Cheeked By
Sheet .? of 	 4 	 Page 	 of 	

WORKSHEET
   9a
                                                            &EPA
1.     Watte Stream Name/ID:.
      Process Unit/Operation
                                                        Stream Number.
      Waste Characteristics (attach additional sheets with composition data, as necessary.)
          D
        gas
D
liquid
DsoBd      D
mixed phase
4.
                Density, b/cuft  	
                Viscosity/Consistency 	
                pH	,Ftash Point.
                                       High Heating Value, Btu/to.
                                                 .;% Water
       Waste Leaves Process as:
           LJ air emission LJ waste water  LJ solid waste LJ  hazardous waste
Occurrence
    I—I  continuous.
               discrete   	'.	
               discharge triggered by  LJ chemical analysis	
                                   LJ other (describe)  	
               Type:    ED period*	length of period:
                        I—I sporadic (irregular occurrence)
                        LJ non-recurrent
       Generation Rate
                    Annual
                    Maximum .
                    Average  -
                    Frequency.
                    Batch Size.
                                          average
                                                     t» per year
                                                     be per	
                                                     fosper	
                                                     batches per
                                                range
                                       A-11

-------
Rrm.

Site .

Date
                                 Want Minimization Assessment
Proc. Untt/Oper..

Pro], No	
                Prepared By	

                Checked By 	

                Sheet J_ of J_ Page	of
       WORKSHEET
          9b

                                       &EPA
     6.    Wast* Origins/Sources

           Fill out this workaheet to Identify tha origin of the waste. If the waste la a mixture of waste
           streams, fill out a sheet for each of the Individual waste streams.
l« the waste mixed wrth other wastes?
Q
                   Yes
                                                            No
            Describe how tha waste la generated.
            Example:         Formation and removal of an undesirable compound, removal of an uncon-
                             verted Input material, depletion of a key component (e.g., drag-out), equip-
                             ment cleaning waste, obsolete Input material, spoiled batch and production
                             run, spin or leak cleanup, evaporative loss, breathing or venting bases, ate.
                                             A-12

-------
Firm.
Site .
Date
 Wast* Minimization Assessment
Proe. UnWOper.	
ProJ.No	
                         Prepared By	
                         Checked By 	
                         Sheet J__ of 4   Page	of 	
       WORKSHEET
          9c
             Wast* Stream
                                            (oonHmMd)
                                         &EPA
       7.     Management Method
              Leaves site In
  D
bull
                                        roll off bins
                                        55 gal drums
                                   D   other (describe)
              Disposal Frequency
              Applicable Regulations1
              Regulatory Classification2
              Managed
              Recycling
       onsRe
       commercial TSDF
  D  own TSDF
  D  other (describe)
  I—I  direct use/re-use
  Q  energy recovery
  D  radMMed  	
  O  other (describe)
                          offsite
                                   reclaimed material returned to site?
                                   D  Yes    D No       D  usedbyothers
                                        residue yield   	
                                        residue disposal/repository
              Note1   list lederal, state & tocal regulations, (e.g., RCRA, TSCA, etc.) .
              Note2   1st pertinent regulatory classification (e.g., RCRA - Usted K011 waste, etc.)
                                                A-13

-------
Firm
Site
Date
                     Watt* Minimization Assessment
                    Proc. Unit/Oper..
                    Proj. No	
Prepared By	
Checked By 	
Sheet ±_ of _Ł_ Page	of 	
       WORKSHEET
          9d
       7.
                 -: :-•-:- -_.;-.:-.:. \:.-;>:.-,^.!.-^-.!^.-.. .-.-.-.,.:.,>.,.%.%-,-. .v.-,-^^: .%•.•.-.•.•.-.-, •,.%•.•...•.-.-.•.•. ^'-•.-.•.•- .-.-.:•. ,:-• .-.•.-,•.•.- • -.v.-.-.v.---^ .•.....-.-.-.-.-.•:•.

         &EPA
              Waste Stream
Management Method (continued)
              Treatment
                      D  biological	
                      LJ  oxidation/reduction
                      LJ  incineration 	
                      LJ  pH adjustment —
                      EH  precipitation	
                      I	I  solidification	_
                      D  other (describe) —
                                         residue disposal/repository
              Final Disposition
              Costs as of
                      D  landffl
                      D  pond
                      LJ  lagoon
                      EH  deep well
                           ocean
                                    I_J  other (describe).
                           (quarter and year)
Cost Element:
Onstte Storage & Handlina
Pretreatmertt
Container
Transportation Fee
Disposal Fee
Local Taxes
State Tax
Federal Tax
Total Disposal Cost
UnR Price
joec









Reference/Source:









                                                   A-14

-------
Rim
Site
Data


Waste Minimization Assessment
Ptoe Unit/Oper
Pro). No.

Pre
Ch
Sh(

WORKSHEET
10

WASTE STREAM SUMMARY
pared By
acked By
jet 1 of 1 Page of

4»EPA
Attribute


Wast* ID/Name:
Source/Origin
Component/or Property of Concern
Annual Generation Rate (units )
Overall
Components) of Concern


Cost of Disposal
UnK Cost (i per: )
Overall (per year)

Method of Management*

Priority Rating Criteria9
Regulatory Compliance
Treatment/Disposal Cost
Potential Liability
Waste Quantity Generated
Waste Hazard
Safety Hazard
Minimization Potential
Potential to Remove Bottleneck
Potential By-product Recovery
R*lttiV*
Wt.(W)









Sum of Priority Rating Scores
Priority Rank
Description1
Stream No. 	














Rating (R)









E(RxW)
RxW











Stream No. 	














Rating (H)









X(RxW)
RxW











Stream No. 	














Rating (R)









ICHxW)
RxW











Notes: 1 . Stream numbers, If applicable, should correspond to those used on process flow diagrams.
2. For example, sanitary landfill, hazardous waste landfill, onslte recycle, Incineration, combustion
with heat recovery, distillation, dewaterlng, etc.
3. Rate each stream In each category on a scale from 0 (none) to 10 (high).
A-15

-------
 Firm
 Site
 Date
                              Watt* Minimization Assessment
  Proc. UnJt/Oper.
  Proj. No	
Prepared By	
Checked By 	
Sheet J_ of J_  Page	of 	
       WORKSHEET
          11
OPTION GENERATION       4> E PA
Matting format (e.g., bramttormlng, nominal group technique)
Matting Coordinator	
Meeting Participant*	
             List Suggested Option*
                          Rationale/Remark* on Option
                                          A-16

-------
Firm
Site
Data









WORKSHEET
12
Ootlon Name:












til

Waste Minimization Assessment
Proc. Untt/Oper
Proj. No.


••:•:'•.•: :•:-• •*• •' :'-'- - ••-•- - 	 '••'•:• '- '••'• '•'•'•' '-'• '• '•:'•' •• ' ' •'•'•' '•• -:-'--->'-:•'••'• '••',-'•'• •••••:•:•:•;':•; :•:.•.•.•!•.•!•.•;•.•.•:••:•:•:
;.-:; v : v*':v:v::.:::::::::::;:::':::.:*!:J;vv>';-'-::Ą:-:':: •: ':.:::'::-:' ' ';' ;;'r-: ••:;:':'; :'::::: :•:' ':'"':',' •,'.• : '• ' *".-.v.'. !.•>,';•;';";•;•:":

Prepared By
Checked By
Sheet 1 of 1 Page of


i &EPA

Briefly describe the option
Waste Stream(s) Affected:
Input Materfal(t) Affected:
Product(s) Affected:
Indicate Type:
LJ Source Reduction
    ,LL:JI  Equipment-Related Change
    	  Personnel/Procedure-Related Change
    	  Materials-Related Change
                         LJ Recycling/Reuse
                             	  Onstte  _
                                  Oftslte  _
                        Material reused for original purpose
                        Material used for a lower-quality purpose
                        Material sold
                        Material burned for neat recovery
Originally proposed by:
         Reviewed by:
Approved for study?—
  yes
Reason for Acceptance or Rejection
                                     Date:
                                     Date:
no,    by:
                                             A-17

-------
Firm
Site
Date
                           Wttte Minimization Assessment
                              UnWOper.
                           Pro). No	
Prepared By	
Checked By	
Sheet J_ of .1  Page  1  of t
WORKSHEET
  13
                                                              s»EPA
>
«A
OB





Crfiwfa
Reduction hi
Reduction of
Reduction of
Reduction of
waste's hazard
treatment/disposal costs
safety hazards
Input material costs
Extent of current use In Industry
Effect on product quality (no effect = 10)
Low capital cost
LowOftMcost
Short Implementation period
Ease of Implementation






Final
Evaluation

Weight
(WJ
















Sum of Weighted Ratings Ł (WxR)
Option Ranking
FeaafcHlty Analysis Sctwoulstf for (Dale)
Options Rating (R)
tl Option

R
















RiW



















i2 Option

R
















RxW



















f3 Option

R
















RxW



















94 Option

R
















RxW



















•5 Option

R
















RxW




















-------
Firm
Site
Data

WM

WORKSHEET
14a


Wast* Minimization Assessment
Pme llnft/Opflr
Proj. No.

Prepared By
Checked By
Sheet 1 of Ł Page of


iiiiiiiiiiiiiBiiiS A F P A
%^ fci F^
Option Description
  1.  Nature of WM Option       Q  Equipment-Related

                                LJ  Personnel/Procedure-Related
                                EH  Materials-Related
  2.  If the option appears technically feasible, state your rationale for this.
   Is further analysis required? D  YesD No.
   worksheet  If not, skip to worksheet 15.

3. Equipment - Related Option
         Equipment available commercially?
         Demonstrated commercially?
         In similar application?

         Successfully?
         Describe closest industrial analog
                                                  If yes, continue with this
                                                   IBS
                                                    D
                                                    D
                                                    D
                                                    D
D
D
D
D
          Describe status of development
Prospective Vendor




Working Installation(s)




Contact Person(s)




Data Contacted 1.




1.      Also attach filled out phone conversation notes, installation visit report, etc.

                                                    A-19

-------
Firm,
Site .
Date
    Waste Minimization Assessment
   Proc,
   Pro). No.
Prepared By	
Checked By	
Sheet _2_ of J__ Page	of
       WORKSHEET
        14b
TECHNICAL FEASIBILITY
   WM Option Description
        &EPA
   3.  Equipment-Related Option (continued)
      Performance Information required (describe parameters):
      Scateup Information required (describe):
      Testing Required*.      ED yes     EH no
         Scale:   CD bench d pilot    CD 	
         Test unit available?  Q yes     D no
         Test Parameters (list)	
      Number of test runs:
      Amount of matertal(s) required.*
      Testing to be conducted:
           ED m-ptont
           ED	
      Facility/Product Constraints:
         Space Requirements	
         Possible locations within facility
                                               A-20

-------
Firm.
Site
Date
 Wast* Minimization Assessment
 Free. UnH/Oper.	
 Proj.No	
         Prepared By	
         Checked By	
         Sheet J_ of _§_ Page	of 	
       WORKSHEET
         14C
  WM Option Description
  2.  Equipment-Related Option (continued)
      Utility Requirements:
            Electric Power       Volts (AC or DC)	   kW
            Process Water       Flow	      Pressure
            Cooling Water
Quality (tap, demln, sic.)	
Flow	      Pressure.
                               Temp. In
            Coolant/Heat Transfer Fluid —
                   Tamp. Out
            Steam
Temp. In
Duty —
Pressure
Duty	
                                                  Tamp. Out
 Tamp.
- Flow
                                        &EPA
            Fuel

            Plant Air.
            Mart Gas.
Type
  Flow.
  Duty.
               Flow
               Flow
      Estimated delivery time (after award of contract)-
      Estlmated Installation time	
      Installation dates	
      Estimated production downtime.
      will production be otherwise affected? Explain the effect and Impact on production.
      Will product quality be affected? Explain the effect on quality.
                                              A-21

-------
Firm
Site
Date
                                Wssts Minimization Assessment
Pnoc. Unft/Oper..
ProJ.No	
Prepared By	
Checked By 	
Sheet 4  of 6_  Page	of
       WORKSHEET
         14d
                                        &EPA
  WM Option Description
  3.  Equipment-Related Option (continued)
            Will nxxllflcatlons to woik fkm or prooXrctton procedures be required?  Explain. -
            Operator ami maintenance training requirements
                Number of peopl* to be trained	
                              D Onslte
                              O OHtlte
                Duration of training
             Describe catalyst, chemicals, replacement parts, or other supplies required.
Item





Rats or Frequency
of Replacement





Supplier, Address





             Doss tits option meet government and company safety and health requirements?
                           to   Explain	
             How is service handled (maintenance and technical assistsncs)? Explain
             What warranties are offered?
                                                  A-22

-------
Firm
Site
Date
                                Wast* Minimization Assessment
   Proj.No.
Prepared By	
Checked By 	
Sheet i_ of _fe_  Page	of  	
       WORKSHEET
         146
TECHNICAL FEASIBILITY
                                          (eenttmMd)
         oEPA
     WM Option Description
     3. Equipment-Related Option (continued)

        Describe any additional storage or material handling requirements.
         Describe any additional laboratory or analytical requirements.
   4.     Personnel/Procedure-Related Changes
         Affected Departments/Areas	
         Training Requirements
         Operating Instruction Changes. Describe responsible departments.
         Materials-Related Changes (Note: H substantial changes In equipment are required, then handle the
         option as an equipment-related one.)                                  &•      M°-
            Has the new material been demonstrated commercially?                LJ      LJ
            In a similar application?                                          ED      LJ
            Successfully?                                                  G      D
            Describe closest application	
                                               A-23

-------
Firm
Site
Date
 Wast* Minimization Assasament
Proc. Unlt/Oper..
PTQJ.NO	
Prepared By	
CheckedBy	
Sheet JL_ of _fi_  Page	of
       WORKSHEET
         14f
 WM Option Description
         Mat«rtal«-fl«tat«d CtangM (continued)
         Affected Oepartmenta/Areae
         Will production be affected? Explain the effect and Impact on production.
         Will product quality be affected? Explain the effect and the Impact on product quality.
          Will additional etorafle, handling or other ancillary equipment be required? Explain.
          Deecrtbe any training or procedure changes that an required.
          Decr1b« any matertaJ teatlng program that win be required.
                                                    A-24

-------
Firm.
Sile
Date
                                 Wast* Minimization Assessment
Proj.No,
Prepared By	
Checked By	
Sheet J_ of _6_  Page	of 	
       WORKSHEET
         15a
                                          &EPA
 WM Option Description.
      CAPITAL COSTS»Include all costs as appropriate.
         LJ Purchased Process Equipment
               Price (fob factory)                	
               Taxes, freight, Insurance           	
               Delivered equipment cost          	
               Price for Initial Spare Parts Inventory	
         D Estimated Materials Cost
               Piping                          —
               Electrical                       —
               Instruments                     —
               Structural                       —
               Insulation/Piping                  —
                                                  TOTALS
         O Estimated Costs for utility Connections and New Utility Systems
               Electricity                       	
               Steam                          	
               Cooling Water                   	
               Process Water                   	
               Refrigeration                    	
               Fuel (Gas or OH)                  	
               Plant Air                        	
               Inert Gas                       	
         O Estimated Costs for Additional Equipment
               Storage & Material Handling        	
               Laboratory/Analytical             	
               Other                          	
         LJ Site Preparation
            (Demolition, site clearing, etc.)
         [~| Estimated Installation Costs
               Vendor               .          	
               Contractor                      	
               In-house Staff                   	
                                                   A-25

-------
Firm
Date
                              Wast* Minimization Assessment
Proj. No.
Prepared By	
Checked By 	
Sheet JL of J_ Page	of 	
      WORKSHEET
        15b
                                        (combuiM)
                                      vvEPA
        CAPITAL COSTS (Cont)
           Engineering and Procurement Costs (In-house & outside}
              Planning                    _
              Engineering                  _
              Procurement                 _
              Consultants                  _
                                             TOTALS
        EH Start-up Costs
              Vendor
              Contractor
              In-house
        ED Training Costs                  	
        EH Permitting Costs
              Fees                       	
              in-house Staff Costs           	
        EH Initial Charge of Catalysts and Chemicals
                                   Item*!.
                                   Item 42
        EH Working Capital [Raw Materials, Product, Inventory, Materials and Supplies (not elsewhere specified)].
                                   rtemfl-
                                   ftemf2.
                                   ttemfS.
                                   Item §4.
        D Estimated Salvage Value (If any)
                                             A-26

-------
Firm
Site
Data

Wast* Minimization Assessment
Pnv. Untt/Gpar
Pmj Nn

Pre
Chi
SlK

WORKSHEET
	 • 	 35* 	 —
ipared By'
acted By
set 3 of 6 Paew of

&EPA
CAPITAL COST SUMMARY
Cost Item
Purchased Process Equipment
Materials
Utility Connections
Additional Equipment
Site Preparation
Installation
Engineering and Procurement
Start-up Cost
Training Costs
Permitting Costs
Initial Charge of Catalysts and Chemicals
Fixed Capital Investment
Working Capital
Total Capital Investment
Salvage Value
Cost















                                   A-27

-------
Firm
Site
Date
                         Waste Minimization Assessment
                         Proc. UnB/Opar	
                         PTOJ.NO	
       Prepared By	  _
       Checked By 	
       Sheet _4_  of J_ Page	of 	
       WORKSHEET
         15d
                                                                &EPA
D  Estimated Dscrease (or mcreass) In Utilities
UtHtty
Electricity
Sttam
Cooling Proeww
Prooeea Water
Refrigeration
FiMl(QMorOII)
Plant Air
inert Air

Unit Cost
Spwuntt









DACTMM (or IncrMM) In Quinttty
UnMpcrtimt









Total Owrmw (or IncrMM)
$p«rtlnMi









INCREMENTAL OPERATING COSTS - Include all relevant operating savings. Estimate these costs on an incre-
                                 mental baste (i.e., as decreases or Increases over existing costs).
       BASIS FOR COSTS    Annual.
                                 Quarterly
Monthly
Dally
Other-
 D
 D
Estimated Disposal Cost Saving
      Decrease In TSDF Feet
      Decrease in State Fees and Taxes
      Decrease In Transportation Costs
      Decrease In Onslte Treatment and Handling
      Decrease In Permitting, Reporting and Recordkeeplng
                      Total Decrease In Disposal Costs
Estimated Decrease In Raw Materials Consumption
Materials
t



Unit Cost
(per unit




Reduction In Quantity
Units per time




Decrease In Cost
f per time




                                                A-28

-------
Firm
Site
Date
                          Waste Minimization Assessment

                         Proc. UnJt/Oper	
                         Proj. No	
Prepared By	
Checked By 	
Sheet JL of _6_ Page	of  	
       WORKSHEET
        15e
                          COST INFORMATION
        &EPA
 D
Estimated Decrease (or Increase) In Ancillary Catalysts and Chemicals
CftUlyct/Owmteal




UnltCoct
Iperuntt




DMTMM (or IncrMM) hi Quantity
Unit per thm




Total DtcrMM (or IncrMM)
$ per tlrrw




 LJ  Estimated Decrease (or Increase) In Operating Costs and Maintenance Labor Costs
      (Include cost of supervision, benefits and burden).
 I	I  Estimated Decrease (or Increase) In Operating and Maintenance Supplies and Costs.
 D
Estimated Decrease (or Increase) In Insurance and Liability Costs (explain).
 ED  Estimated Decrease (or Increase) In Other Operating Costs (explain).
 INCREMENTAL REVENUES
 Q  Estimated Incremental Revenues from an Increase (or Decrease) In Production or Marketable
     By-products (explain).
                                             A-29

-------
Firm
Site
Date




Waste Minimization Assessment
PflQC Unit/Op** r
Pm] No

Pre
Ch
Shi

WORKSHEET
15f

COST INFORMATION
(pared By
eckedBy
set 6 of 6 Paps of

&EPA
INCREMENTAL OPERATING COST AND REVENUE SUMMARY (ANNUAL BASIS)
      Decreases in Operating Cost or Increases In Revenue are Positive.
      Increases In Operating Cost or Decrease In Revenue are Negative.
Operating Cost/Revenue Item
Decrease In Disposal Cost
Decrease In Raw Materials Cost
Decrease (or Increase) In Utilities Cost
Decrease (or Increase) In Catalysts and Chemicals
Decrease (or Increase) In 0 & M Labor Costs
Decrease (or Increase) In o & M Supplies Costs
Decrease (or Increase) In Insurance/Liabilities Costs
Decrease (or Increase) In Other Operating Costs
Incremental Revenues from increased (Decreased) Production
Incremental Revenues from Marketable By-products
Net Operating Cost Savings
1 per year











                                         A-30

-------
Firm.
Site .
Date
    Waste Minimization Assessment
   Proc. UnK/Oper	
   Proj. No	
Prepared By	
Checked By 	
Sheet J_ of J_  Page	of 	
      WORKSHEET
         16
PROFITABILITY WORKSHEET # 1
       PAYBACK PERIOD
        &EPA
     Total Capital Investment ($) (from Worksheet 15c)
     Annual Net Operating Cost Savings ($ per year) (from Worksheet I5f).
     Payback Period (In years) i
     Total Capital Investment
 Annual Net Operating Cost Savings
                                         A-31

-------
Firm.
Site

Date
                                    Waste Minimization Assessment
                                 Proc. Unit/Oper..

                                 ProJ. No	
                     Prepared By	

                     Checked By 	

                     Sheet J_  of J_  Page	of 	
        WORKSHEET
           17

                                                                               &EPA
      Cash Incomes (such as net operating cost savings and salvage value) art shown as positive.
      Cash outlays (such as capital investments and increased operating costs) are shown as negative.
  Urn
   A  Fixed Capital Investment
   B  + Working Capital
   C  Total Capital Investment
   D  Selvage VehM*
   E  Net Operating Costs Savings

   F  * Interest en Loans

   Q  -Depredation

   H  Taxable Income
   I
     • Income Tax*
   J   Aftertax ProW
   K   + Depredation
   L   • Repayment of Loan Principal

   M  -Capital Investment (line C)

   N  * Selvage Value (line P)

   O  Cash Flew
   P   Present Value of Cash Flow*
   Q  Net Present Value (NPV)»
       Present Worth*    (5% discount)
                                        1.0000
0.8524
0.9070
0.8838
OJ227
0.7835
0.7482
0.7107
04768
                       (10% discount)
                                        1.0000
0.9091
0.8264
0.7513
OJ830
0.8209
OJ64S
OJ132
0.4685
                       (15% discount)
                                        1.0000
0.8696
0.7561
0.6575
OJ718
0.4972
0.4323
0.3759
0.3269
                       (20% discount)
                                        1.0000
03333
0.6944
QJ787
0.4823
0.4019
OJ34f
0^791
0.2326
                       (25%dlaoourrt)
                                        1.0000  OJOOO  0*400  OJ120  0.4096  0.3277  0.2821  0^097  0.1678
1
2
      Adjust table ee necessary If the anticipated project life ie less than or mors than • years.
      Salvage value Ineludee acrap value of ecfulpment Blue sate of working capital minus demo-
      lition costs.
  3.  The worksheet Ie used for calculating an aftertax cash flow. For pretax cash flow, use sn income tsx wte of 0%.
  4   The pressnt value of the cash flow Is equal to the cash flow multiplied by the present worth factor.
  5   The net present value la the sum of the present value of the cash flow for that year and all of the proceeding years.
  6   The formula for the pressnt worth factor Is        1        where n Is yssrs and r Is the discount rate.
  7   The Internal rats of ratum (IRR) Is the discount rate (r) that result! In a net present value of zero over the life of the

-------
 Firm
 Site
 Date
                               West* Minimization Assessment
Proc. Untt/Oper..
ProJ. No	
Prepared By	
Checked By	
Sheet J_ of J__  Page	of 	
       WORKSHEET
          18
                                    &EPA
Goals/Objective*
Task
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
Deliverable























Task Leader























TOTALS
Aoorova! Bv Date
Manhours

























Budget





















•


Duratto
Wk»
























Stvt
























n
Finish
























Reference

























 Authorization By	
 Project Started (Date)
                                               A-33

-------
Finn
Date
                               WMte Minimization Assessment
                   Pro). No.
           Prepared By	
           Checked By	
           Sheet J_ of J_  P*S«	of 	
       WORKSHEET
         19
                 OPTION  PERFORMANCE       <>EPA
     WM Option Description

        CU Baseline
          (without option)
(a)    Period Duration
                          D Projected
                                               From
(b)    Production per Period
                                               Units (.
           (c)    Input Materials Consumption per Period
                D
  Actual
                   .To
                 Malarial
                                   Pounds
                 Pounds/Unit Product
            (d)   Waste Generation per Pertod
                 Waste Stream
                                    Pound*
                 Pounda/UnH Product
            (•)    8uDStance(s) of Concern • Generation Hate per Period
      Waste Stream
                     Substance
Pounds
Pounds/Unit Product
                                               A-34

-------
                                         Appendix B
            Simplified  Waste  Minimization Assessment  Worksheets

The worksheets thai follow are designed to facilitate a simplified WM assessment procedure.  Table B-1 Usts the
worksheets, accxirding to the particular phase of the program, and a brisf description of the purpose of the
worksheets. The worksheets here am presented as supporting only a preliminary effort at minimizing waste,
or In a situation where a more formal rigorous assessment is not warranted.
Table  B-1.   List  of Simplified WM Assessment Worksheets
Phase     Number and Title
               Purpose/Remarks
        S1. Assessment Overview

Assessment Phase
   (Section 3)
        82. Site Description
        S3. Process Information
        84. Input Materials Summary
        S5. Products Summary
        S6. Waste Stream Summary
         57. Option Generation
        SS. Option Description
 Feasibility  Analyala  Phase
    (Section 4)

         99.  Profitability
Summarizes the overall assessment procedure.
Lists background Information about the facility,  including location,
products, and operations.

This Is a checklst of useful process Information to look for before
starting the assessment.

Records Input material information for a specific production or process
area.  This Includes name, supplier, hazardous component or
properties, cost, delivery and shelf-life information, and possible
substitutes.

Identifies hazardous components, production rate, revenues, and
other  information about products.

Summarizes all of the information collected for each waste stream.
This sheet Is also used to prioritize wests streams to assess.

Records options proposed during brainstorm ing or nomine) group
technique sessions.  Includes the rationale for proposing each option.

Describes and summarizes information about a proposed option. Also
notes approval of promising options.
                                            ting costs and to
This worksheet is used to identify capital and opt
calculate the payback period.
                                                 B-1

-------
Rm
Sit*
Data
Waste Minimization Assessment
Simplified Worksheets
Proi. No.
Prepared By
Checked Bv
Sheet 1 of 1 Paqe of
WORKSHEET
   S1
           ASSESSMENT  OVERVIEW
&EPA
                             Begin  the Waste Minimization
                                 Assessment Program
                                        1
                                                    Worksheets used
                           PLANNING AND ORGANIZATION
                                 • Gat management commitment
                                 • Set overall assessment program goals
                                 • Organize assessment program task force
                                        1
                                  Assessment organization
                                  and commitment to proceed
             »>  ASSESSMENT   PHASE
assessment Uraets         '  Compile process and facility data
  andreevaliwrte           "  Prtorltize and *el*ct *»«»«*fn«nt targets
 nr*uinn« nntinn*          *  Select people for assessment teams
 previous options          ^  Review data and inspect site
                       •  Generate options
                       •  Screen and select options for further study
                                                                     S5
                                                                  S2.S3.S4
                                                                     S6
                                                                   S7.S8
                                                                     S8
                                                                     S8
                                         I
                                   Assessment report of
                                     selected options
                           FEASIBILITY ANALYSIS PHASE
                                   • Technical evaluation
                                   • Economic evaluation
                                   • Select options for implementation
                                                           S9
                                          I
                                    Final report. Including
                                    recommended options
                            IMPLEMENTATION
            Repeat the process
                        • Justify projects and obtain funding
                        • Installation (equipment)
                        • Implementation (procedure)
                        • Evaluate performance
                                 Successfully operating
                               waste minimization  projeeta
                                             B-2

-------
Firm
Site
nate

Wast« Minimization Assessment
Simplified Workeheets
Pro] No

Prepared By
Checked By
Sheet 1 of 1 Page of

     I WORKSHEET
     I   S2   I
SITE DESCRIPTION
&EPA
Firm:
Plant:
Department:
Area;
Street Address;
Cltv;
State/ZIP Code:
Telephone: (
Mator Products;
SIC Codes:
EPA Generator Number
Major Unit or:
Product or:
Operations:
Facilities/Equipment Age;
                                          B-3

-------

Firm
SHs
nats

UffAAftA Ma>iiiemt'»ail»^ A AAAAAMtAMft

Simplified Worksheets
Pmj No

.
Prepared By
Checked Bv
Sheet _1_ of J_ Page of

     WORKSHEET
                     PROCESS INFORMATION
                                       &EPA
Process Unit/Operation:
Operation Type:   C
LJ Continuous        D Discrete
D Batch or Semi-Batch   D Other—

Document
Process Flow Diagram
Material/Energy Balance
Design
Operating
Flow/Amount Measurements
Stream



Analyses/Assays
Stream



Process Description
Operating Manuals
Equipment List
Equipment Specifications
Piping & Instrument Diagrams
Plot and Elevation Plan(s)
Work Flow Diagrams
Hazardous Waste Manifests
Emission Inventories
Annual/Biennial Reports
Environmental Audit Reports
Permit/Permit Applications
Batch Sheet(s)
Materials Application Diagrams
Product Composition Sheets
Material Safety Data Sheets
Inventory Records
Operator Logs
Production Schedules

Status
Complete?
(Y/N)


































Current?
(Y/N)


































Last
Revision


































Used In this
Report (Y/N)


































Document
Number


































Location


































                                      B-4

-------
Firm
Sits
Data



WORKSHEET
S4

Waste Mintmtzatlon Assessment
Simplified Worksheets
Pro] No

Pra
cr*
Shi

jjf

;::v!::::;s;::^;ft<:^^
•A- • :• :':
pared By '
sckedBy
set 1 of 1 Page of

4* EPA

Attribute
Name/ID
Source/Supplier

Component/ Attribute of Concern

Annual Consumption Rate
Overall
Component(s) of Concern

Purchase Price, $ per 	
Overall Annual Cost

Delivery Mode1
Shipping Container Size & Type*
Storage Mode*
Transfer Mode4
Empty Container Disposal/Management*
Shelf Life
Supplier Would
• accept expired material (Y/N)
- accept shipping containers (Y/N)
• revise expiration date (Y/N)
Acceptable Substitute^), If any
Alternate Suppliers)

Description
Stream No. 	

























Stream No. 	

























Stream No. 	

























1 ••g., pipeline, tank car, 100 bbl. tank truck, truck, etc.
1 e.gn 55 gal. drum, too IB. paper bag, tank, etc.
* e.g., outdoor, warehouse, underground, aboveground, etc.
4 e.g., pump, forkllft, pneumatic transport, conveyor, etc.
* e.g., crush and landfill, clean and recycle, return to supplier, etc.
B-5

-------
Finn
Site
Dale






Wast* Minimization Assessment
Slmpl!fl«d Worksheets
Pmj No

Pw
Chi
SI*

WORKSHIET
S5

PRODUCTS SUMMARY
oared By
BckedBy
Mt 1 of 1 Page , of

x>EPA

Attribute
Name/ID


component/ AiiriDine 01 concern

Annual Production Rate
Overall
Components) of Concern

Annual Revenues, $ 	

Shipping Mode
Shipping Container Sire ft Type
Onalte Storage Mode
Containers Returnable (Y/N)
Shelf Life
Rework Possible (Y/N)
Customer Would
- relax specification (Y/N)
• accept larger containers (Y/N)








.



Stream No.































Description
Stream No.
































Stream No^_































B-6

-------
Firm
Site
Data



WOflK&igET
^6

Wast* Mlnknlzatlon As**ssm*nt
Simplified Worksheet*
Pmr llnlTf^Mr
Pmj No

P«
Ch
SI*

WASTE STREAM SUMMARY
ipared BY
eckedBv
wt 1 of 1 Page of

&EPA

Attribute
Waste ID/Nam*:
Source/Origin
Component/or Property of Concern
Annual Gantratlon Rat* (units )
Overall
Components) of Conoarn


Cost of Disposal
Unit Co« (S p«r: )
Overall (per yaar)

Method of Management1

ReHrtive
Priority Rating Criteria1 wt. nm
Regulatory Compliance
TreatmenVDIspoaal Cost
Potential Uablllty
Wast* Quantity Generated
Wast* Hazard
Safety Hazard
Minimization Potential
Potential to Remov* Bottleneck
-Potential By-product Recovery
Sum of Priority Rating Score*
Priority Rank
Description
Stream No.














Rating (ft)









SRxW)
RxW











Stream No.














Rating (R)









XCRxW)
RxW











Stream No.














Rating (R)









XCRxW)
RxW











Notes: 1 . , For example, sanitary landfill, hazardous watte landfill, onslt* recycle, Incineration, combustion
with heat recovery, distillation, dewatertng, *te.
2. Rate each stream In each category on a seal* from 0 (non*) to 10 (high).
B-7

-------
 Pirm
                                Wast* Mntail
                                   Simplified  Worksheets
ent
                               Proj. No.
Prepared By
Checked By
     Sheet J_ of 1   Page	of
       WOWCSHEIT
          S7

             &EPA
MMtlng format («.0t bralnttormlng, iKMnlnal group t*crtnlqu«)
MMIIng Coordinator	
iMotlng Participants	
             List Suggested Options
 Rationale/Remarks on Option
                                            B-8

-------
Firm
Site
Data



WORKSHEET
S8

Waste Minimization Assessment
S Impllfled Worksheets
Pmj No

Pfi
Ch<
Shi

OPTION DESCRIPTION
oared By
ackedBy
jet 1 of 1 Paoe of

oEPA
Option Name:
Briefly describe the option
Waste Stream(s) Affected:
Input Matarial(s) Affected:
Produces) Affected:
indicate Type:
LJ Source Reduction
    __  Equipment-Related Change
    	  Personnel/Procedure-Related Change
    	  Matertalafleiatsd Change
                         LJ Recycima/Reuse
                             	 Onslts   __
                                  OffUte   _
                        Material reused for original purpose
                        Material used for a tower-quality purpose
                        Material sold
                        Material burned for heat recovery
 Originally proposed by:
          Reviewed by:
 Approved for study?—
                                    Data:
                                    Data:
  yes
no,   by:
 Reason for Acceptance or Rejection
                                              B-9

-------
Flmn
sim
Data

Wast* Minimization Assessment
Simplified Worksheets
Pme I In»/Op«r
Proj No

Prepared By
Checked By
Sheet 1 of 1 Page of ,„

 WORKSHEET
    S9
PROFITABILITY
oEPA
Capital Costs
      Purchased Equipment
      Material*	
      Installation
      Utility Connectlons-
      ErtQlneenng	
      Start-up and Training.
      Other Capital Costs -
           Total Capital Costs
incremental Annual Operating Costs
      Change In Disposal Costs  —
      Change in Raw Material Costs •
      Change In Other Costs	
            Annual Net Operating Cost Savings
Payback Period (inyeara)
                            Total Capital Costs
                                       cost savings
                                    B-10

-------
                                         Appendix C
                       Waste  Minimization  Assessment Example
                     Amalgamated  Metal Re finishing Corporation
The following case study Is an example of a waste
minimization assessment of a metal plating operation.
This example  Is  reconstructed from an  actual
assessment, but uses fictitious names. The example
presents the background process and facility data, and
then describes the waste minimization options that are
identified and recommended for this facility.
Amalgamated Metal Refinishing Corporation is in the
business  of  refinishing decorative items.  The
corporation owns and operates a small  facility in
Beverly Hills, California. The principal metals plated at
this facility are nickel, brass, silver, and gold.

Preparing  for the  Assessment

Since the facility is a small one with a rather small
number of employees, an assessment team was
assembled that included both company personnel and
outside consultants.  The team was made up of the
following people:

•  Plant manager (assessment team leader)
•  First shift plating supervisor
•  Corporate process engineer
•  Plating chemistry consultant
•  Environmental engineering consultant

The assessment team chose to look at all of the plating
operations, rather than focusing on one or two specific
plating processes.

The  assessment  began  by  collecting  recent
production  records,  input material information,
equipment layout drawings and flow diagrams, waste
records, and plant operator instructions. After each of
the team members had reviewed the information,  a
comprehensive inspection of the Dialing  room was
carried out.  The following process, layout, and waste
descriptions  summarize the Information that was
collected for the assessment.

Process  Description

items brought in  for  refinishing are  cleaned,
electroplated  and polished  The basic operations
include paint stripping, cleaning, electroplating, drying,
and polishing.
In silver plating, the original plated metal is stripped off
the item by dipping tt into a sodium cyanide solution
with the system run in reverse current. This is followed
by an acid wash in a 50% muriatic acid solution.  The
item is then polished to a bright finish.  The polished
Item is then cleaned with caustic solution to remove
dirt, rinsed with a 5% suHuric acid solution to neutralize
any remaining caustic solution on the item, and rinsed
with water. The item is now ready for electroplating.

After the Item is immersed in the plating tank for the
required amount of time, It is rinsed in a still rinse tank,
followed  by a continuous water rinse.  Tap water is
used for both the still and continuous rinsing steps.
Solution from the still rinse tank is used as make-up for
the plating baths, in places where two still rinse tanks
are used, water from the second tank is used  to-
replenish the first still rinse tank.  Overflow from the
continuous rinse tank is discharged as wastewater.
The item is polished following the plating step.

Gold plating generally does not require stripping.  After
the initial cleaning operation, the Mem is electroplated.
Nickel and brass plating are also done in a similar
manner.    Vapor  degreaslng   using   1,1,1-
trichloroethane is often perfomed on brass- and nickel-
plated items to remove oil and grease.  In some cases,
Hems are first nickel-plated and then plated with gold,
silver, or brass.

 For electroplating operations, the constituents of the
cyanide solutions  must be  kept at  an optimum
concentration.  The solutions  are  analyzed twice a
 month by an outside laboratory.   A representative
sample from a tank is obtained by dipping a tube to the
bottom of the plating tank. The sample is analyzed and
 recommendations tor make-up are made based on the
test results.  Table C-1 shows a typical analysis  for
 brass and nickel electroplating solutions, respectively.
 This table also shows the optimum concentrations for
 each constituent in the baths,  as  well as the
 recommended make-up and/or dilution requirements.

 All plating operations at the facility are performed
 manually. The facility operates one shift per day and
 employs eight operators.

 Equipment  Layout  Description

 All plating, cleaning, and rinse tanks are located In one
 room at the plating shop, while  an adjacent  room
 houses  aN equipment used tor buffing and polishing.
                                                C-1

-------
Tab)* C-1.  Electroplating Solution Analyse*

                          Concentrations
                           Table C-2.   W«»t*watar  characteristic*
Brass Plating
     Copper metal
     Zinc metal
     Sodium cyanide
     Sodium hydroxide
     Copper cyanide
     Zinc cyanide
     Roehell* salts
 0.3oz/gal
 6.0
 8.0
10.0
 0.5
 2.0
Actual


 7.S2oz(gaJ
 OJO
 3S4
 7JBQ
10.60
 1.45
 359
Nickol Plating
Nickel metal
Nickel chloride
Boric add
Nickel suttate
A-5
SA-1
PH

-
8.0oz/gal
6.0
40.0
25%
12%
4.0

16.65oz/gal
15.86
6.92
5726
2.86%
1.38%
45
Figure C-1 tea plan of the facility. The area north of the
buffing room bused for drying and storage  purposes.
Finished goods, as wel as raw  materials, are stored hi
the front of the buikfing.

Thirty tanks are used in cleaning and electroplating
operations. Figure C-1 includes the names and normal
working volumes of these tanks.  The configuration of
a typical plating unit includes a plating bath, followed by
one ore two still tanks and a  continuous rinse tank.
Except for nickel plating, all plating and stripping
solutions used at the facility are cyanide-based.

Wssts  Stream  Description

Cyanide waste is generated from silver stripping; from
silver, gold, brass, and copper electroplating; and from
the associated rinsing operations. The principal waste
streams are wastewater from the continuous rinse
tanks and from floor washings, and plating tank filter
waste.

 Aqueous streams generated from paint stripping, from
 metal stripping and electroplating, and  from floor
 washings are routed to a common sump.  This sump
 discharges to the santtary sewer. Table C-2 presents
 the results of a typical analysis on the wastewater.

 Metal sludges accumulate in the plating tanks.  This
 sludge is  filtered out of the  plating solution once  a
 month using a portable dual cartridge filter. Two filler
 cartridges are used for each plating tank.  Cartridges
 are typically replaced every two to three months.

 The sump  Is pumped  out  and  disposed of as
 hazardous waste once every  six months.  When
 pumped out the sump usually contains 300 to  400
Sampling date
Sampling location
Type of sample
Reporting period

Total flow in
Total flow out
Peak flow
 Augusts, 1987
 ClariHer Sample Box
 Time Composite
 July *B7 to August I?

322galons
290galons
 1.5 gallons per minute
Suspended solid*
PH
Total cyanide
Total chromium
Cnrmsf
"***W"WI
Nickel
Silver
OH and grease
Temperature
1.0 moA
7J
1,Omg/L
0.42 moA
1,30 mg/L
0.93 mg/L
<0.05mg/L
02 mg/L
TOT
                           gallons of sludge comprised of dirt, stripped paint, and
                           a solution containing cyanide and heavy metals.

                           Proposed  Waste Minimization  Options

                           After the site Inspection was completed and additional
                           information  was  reviewed,  the team  held  a
                           brainstorming session to identify  potential  waste
                           minimization  options for the facility.  The following
                           options were proposed during the meeting:

                           • Reduce solution drag-out from the plating tanks by:
                              . Proper positioning of workpiece on the plating
                                rack.
                              - Increasing plating solution temperatures.
                              - Lowering the concentration of plating solution
                                constituents.
                              * Increase the recovery of drag-out with drain
                                boards.

                            • Extend plating solution bath Nfe by:
                              - Reducing drag-In by better rinsing.
                              • Using tetonbed make-up water.
                              - Using  purer anodes.
                              • Returning spent sohrttons to the suppliers.

                            *  Reduce the use of rinse water by:
                               • Using multiple countercurrent rinse tanks.
                               - Using  still rinsing.
                               - Using spray or fog rinsing.

                             •  Prevent dust from the  adjacent  buffing and
                               polishing room from entering the plating room and
                               contaminating the plating baths.
                               Segregate cyanide wastes from the rinse tanks from
                               other wastewater streams, such as floor washings
                               and paint stripping wastes.
                                                  C-2

-------
          Figure C-1.  PLANT LAYOUT


   Amalgamated Metal Reflnlshlng Corporation
Worldwide Headquarters and Production Facilities
            Beverly Hills, California
                      C-3

-------
The team members each independently reviewed the
options and then met to decide which options to study
further.  The team chose the following options for the
feasibility analysis:

•  Reduce drag-out by using drain boards.

*  Extend bath life using deionized water for make-up.

*  Use spray rinsing to reduce rinsewater usage.

*  Segregate hazardous waste  from nonhazardous
   waste.

Feasibility  Analysis

The assessment  team conducted technical  and
economic feasibility  analyses on  each of the  four
options.

Segregate Hazardous  Wastes

The assessment team recognized that segregating
hazardous wastes from nonhazardous wastes could be
implemented at virtually no cost and would save money
immediately.  There were no identified   technical
problems.

 Use Drain Boards  to Reduce Drag-out

 Drain boards are used to collect plating solution that
drips off the rack  and the workpiece after they are
pulled out  of the plating tank.  The plating solution
drains back into the plating tank. This option reduces
the amount of dilute rinse water waste, but impurities
 build up faster in the plating solution. Since drag-out is
 reduced, make-up chemical consumption is reduced.

 The purchase price of drain  boards is estimated at
 $115, with  installation costs of $200, for a total capital
 cost of $315.  This option is expected to reduce  rinse
 water disposal costs by $500 per year,  and reduce
 make-up chemicals  costs by $400 per year.  The
 resulting payback period is 0.35  years, or about 4
 months.

 Use Deionized  Water for Make-up  Solutions
 and Rinse Water

 Using Dl water will reduce the build-up of impurities in
 the plating solutions.   In  particular,  the build-
 uphardness minerals from tap water will  be avoided.
 This, in turn, will avoid the precipitation of carbonates in
 the plating tanks.

 The  assessment team decided to  combine the
 evaluation of  this  option with the  previous option of
 using drain boards. The initial purchase and installation
 of the detonizer was $267. When adding the cost of
the drain boards, the total capital cost of this option to
$582.  The detonizer Is rented and  serviced by an
outside water treating service company for $450 per
year.  The savings  in disposal costs and make-up
chemical costs is $900 per year. Therefore, the annual
net operating cost savings is $450  per year. The
payback period is 1.3 years.

Install Spray Rinses

Installing spray rinses will reduce the amount  of rinse
water required to clean the Hems. With spray rinse
nozzles and controls, rinsing can be done on demand.
Rinse water usage was estimated to be reduced by
50%.   The  resulting  rinse wastewater  is  more
concentrated and some can be returned to the plating
tanks as a water  make-up.

The assessment team determined that four spray rinse
units would cost $2,120, plus an  additional $705 for
piping, valves, and installation labor.  The total capital
cost was $2825. The reduction in disposal costs were
estimated at $350  per year, based on a 50% reduction
in rinse wastewater.  This resulted in a payback of over
8 years.

Implementation

The procedures for segregating hazardous wastes
from nonhazardous  wastes was implemented before
the feasibility analysis was completed for the other
three options. The installation of drain boards and the
purchase of a water detonizer were made shortly after
the feasibility analysis was completed.  The Dl water
system was online two months later.  The assessment
team decided not  to implement the spray rinse option
because of the long  payback period.

 Future  WM  Assessments

 During the  next  cycle of  waste  minimization
 assessments,  the  assessment team will review
 previously suggested options in the  plating area and
 will took at ways to  reduce the generation of metallic
 dust  in the buffing  and polishing area.   In the
 meantime, the assessment team will continue to look
 for additional opportunities  to  reduce waste
 throughout the facility.
                                                 C-4

-------
                                           Appendix  D
                          Typical Causes  and  Sources of Waste
In order to develop a comprehensive list of waste minimization options for a facility, N Is necessary to
understand the sources, causes, and controlling factors that influence waste generation. The tables
in this Appendix list this information for common industrial operations.


          TabteD-1. Typical Wastes from Plant Operations

          Table D-2. Causes and Controlling Factors of Waste Generation
Table  D-1.   Typical Wastes from Plant Operations

  Plant Function       Location/Operation
                                         Potential Wast* Material
Material Receiving   Loading docks, incoming
                     pipelines, receiving areas
Raw Material and
  Product Storage


Production
Tanks, warehouses, drum
  storage yards, bbis,
  storerooms

Melting, curing, baking,
  distilling, washing, coating,
  formulating, reaction
Support Services     Laboratories
                    Maintenance shops
                    Garages
                    Powerhouses/boilers
                    Cooling towers
Packaging materials, off-spec materials, damaged containers,
  inadvertent spills, transfer nose emptying

Tank bottoms; off-spec and exoass materials; spill residues;
  leaking pumps, valves, tanks, and pipes; damaged containers,
  empty containers

Washwater; rinse water; solvents; still bottoms; off-spec
  products; catalysts;«mpty containers; sweepings; ductwork
  dean-out; additives; oil; filters; spill residue; excess materials;
  process solution dumps; leaking pipes, valves, hoses, tanks,
  and process equipment

Reagents, off-spec chemicals, samples, empty sample and
  chemical containers

Solvents, cleaning agents, degreaslng sludges, sand-blasting
  waste, caustic, scrap metal, oHs. greases

Oils, filters, solvents, adds, caustics, deaning bath sludges,
                           Fly ash, slag, tube dean-out material, chemical additives, oil
                             empty containers, boiler btowdown, water-treating chemical
                             wastes

                           Chemical additives, empty containers, cooling tower bottom
                            sediment, coding tower btowdown, fan kibe oils
 Source: adapted from Gary Hunt and Roger Schecter, "Minimization of Hazardous Waste Generation",
 Standard Handbook of Hazardous Waste Management. Harry Freeman, editor, McGraw-Hill, New York (currently in press).
                                                   D-1

-------
 Table  D-2.  CauMS and  Controlling Factor* In West*  Generation

   Waste/Origin            Typical Causes                  Operational Factor*
                                                                      Design Factor*
 Chemical Reaction
 Contact between
   aqueous and
   organic phases
 Process equipment
   cleaning
 Heat exchanger
   cleaning
 Metal parts
   cleaning
 Metal surface
   treating
  Disposal of
   unusable raw
   material* or
   off-spec product*
  dean-up of spill*
   and leak*
• Incomplete conversion
• By-product formation
• Catalyst deactivate
  (by poisoning or eintering)

• Condensate from ateam
  jet ejector*
• Presence of water aa a
  reaction byproduct
•Use of water for product
  rinea
* Equipment cleaning
• SpiR dean-up

• Presence of ding
• Deposit formation
•Uaa of flier aide
• Use of chemical cleaner*

• Presence of ding (preceea
  sida) or seals (cooing
  water aide)
• Depoat formation
• Use of chemical deanera

• Disposal of apent solvents,
  •pent cleaning solution, or
  cleaning sludge
• Dragout
• Disposal of spent treating
  solution

• Obsolete raw materials
• Off-spec products caused
  by contamination, improper
  reactant controls, inadequate
  pre-deaning of equipment or
  workpiece, temperature or
  pressure excursions

• Manual material transfer and
  handling operations
•Leaking pump aeeJs
• Leaking flange gaskets
* Inadequate temperature control
* Inadequate mixing
* Poor feed flow control
• Poor feed purity control

* Indiscriminate use of water for
  cleaning or washing
* Drainage prior to cleaning
* Production scheduling to
  reduce cleaning frequency
• Inadequate cooling water
  treatment
• Exoassive cooing water
  temperature
  Indiscriminate use of solvent
  or water
                                 1 Poor rack maintenance
                                 > Excessive rinsing with water
                                 • Fast removal of workpiece
                                          •ator training or

                                  Inadequate quality control
                                 1 Inadequate production planning
                                  and inventory control of
                                  feedstocks
                                 * Inadequate maintenance
                                 • Poor operator training
                                 • Lack of attention by operator
                                 • Excessive use of water In
                                   cleaning	
* Proper reactor design
• Proper catalyst selection
* Choice of process
* Choice of reaction condftfona

* Vacuum pumps Instead of
  steam jet ejectors
* Choice of process
»Use of reboHere inataad of
  steam stripping
• Design reactors or tanks
  wiper blades
• Reduce ding
• Equipment dedication

• Design for lower film temparature
  end high turbulence
• Controls to prevent cooling
  water from overheating
 • Choice between cold dip tank or
   vapor degreastng
 * Choice between solvent or
   aqueous cleaning solution

 * Countercurrent rinalng
 • Fog rinsing
 * Dragout coBectton tanks or trays

 • Use of automat ton
 • Maximize dedication of
   equipment to a single function
                                 • Choice of gasketing materlala
                                 •Choice of eeaJs
                                 • Use of welded or seal-welded
                                    construction
Source: Jacobs Engineering Group
                                                            D-2

-------
                                      Appendix E
                          Waste  Minimization Techniques

The tables in this appendix lists techniques and practices for waste reduction in operations that are
applied In a wide range of industries. Most of the techniques listed here are source reduction techniques.
   Table E-1.   Waste Minimization Options for Coating Operations
   TabteE-2.   Waste Minimization Options for Equipment Cleaning Operations
   Table E-3.   Waste Minimization through Good Operating Practices
   Table E-4.   Waste Minimization Options in Materials Handing, Storage, and Transfer
   Table E-5.   Waste Minimization Options for Parts Cleaning Operations
Source: Jacobs Engineering Group
                                               E-1

-------
    Table E-1.   Waste Minimization Options for Coating  Operations
           Waste
      Source/Origin
           Waste Reduction Measures
             Remarks
References
      Coating overspray
 Coating material that fate
 to reach the object being
 coated
 *  Maintain 50% overlap between spray pattern
 *  Maintain 6" - 8" distance between spray gun
   and the workpieca
 •  Maintain a gun speed of about 250 feet/minute
 •  Hold gun perpendicular to the surface
 *  Trigger gun at the beginning and end of each
   pass
 *  Proper training of operators
 *  Use robots for spraying
 *  Avoid excessive air pressure for coating
   atomization
 *  Recycle overspray
 •  Use electrostatic spray systems
 •  Use air-assisted airless spray guns in place of
   air-spray guns
The coated object does not look
 streaked, and wastage of coating
 material is avoided. V the spray
 gun is arched 45*. the overspray
 can be as high as 65%.
                                                                                                         By air pressure adjustment,
                                                                                                          overspray can be reduced to 40%.

                                                                                                         Overspray can be reduced by 40%.
                                                                                                         Increases transfer efficiency.
    1,2
                                                                                                                           2
                                                                                                                           2
                                                                                                                           2

                                                                                                                           3
                                                                                                                           4
                                                                                                                           4
     Stripping wastes
m
ro
 Coating removal from parts
 before applying a new coat
     Solvent emissions
Evaporative losses from
process equipment and
coated parts
     Equipment cleanup  Process equipment cleaning
        wastes          with solvents
     Overall
« Avoid adding excess thinner
• Use abrasive media stripping
• Use bead-blasting for paint stripping
• Use cryogenic stripping
• Use caustic stripping solutions
* dean coating equipment after each use

• Keep solvent soak tanks away from heat sources
• Use high-solids formuiatform
* Use powder coatings
• Use water-based formulations

* Light-to-dark batch sequencing
* Produce large batches of similarly coated
  objects instead of smal batches of differently
  coated kerns
• Isolate solvent-based paint spray booms from
  water-based paint spray booths
• Reuse cleaning soMbn/sofvent
* Standardize solvent usage

• Reexamine the need tor coating, as we! as
  available alternatives
Reduces stripping wastes due to rework.
Solvent usage is eliminated.
Solvent usage la eliminated.
Solvent usage is eliminated.
Solvent mage Is eliminated.
                                                                                                         Lower usage of solvents.
                                                                                                         Avoids solvent usage.
                                                                                                         Avoids solvent usage.
     6
     7
     8
     1

     9

  10,11
   4,12

    13
                                                                                                                                                  20

-------
      Table E-2.   Waste Minimization Options  for Equipment Cleaning Operations
            Waste
    Source/Origin
      Waste Reduction Measures
                                                       Remarks
References
        Spent advent- or
        inorganic-based
        cleaning solutions
Tank cleaning operations
ttl
Maximize dedication of process equipment
Use squeegees to recover ding of product
prior to rinsing
Avoid unnecessary cleaning
Closed storage and transfer systems
Provide sufficient drain time for liquids
Lining the equipment to prevent ding
"Pigging" process lines
Use high-pressure spray nozzles
Use countercurrent rinsing
Use dean-in-piace systems
dean equipment immediately after use

Reuse cleanup advent
Rework deanup solvent into useful products
Segregate wastes by solvent type
Standardize advent usage
Reclaim solvent by distillation
Schedule production to lower deaning
frequency
                                                                                                       Scaling and drying up can be prevented.
                                                                                                       Minimizes leftover material.
                                                                                                       Reduces ding.

                                                                                                       Minimizes advent consumption.
                                                                                                       Prevents hardening of scale that requires
                                                                                                        more severe deaning.
                                                                                                                18
                                                                                                                19
        Wastewater
        sludges, spent
        acidic solutions
Heat exchanger cleaning
* Use bypass control or pumped recycle to
  maintain turbulence during turndown
* Use smooth heat exchange surfaces
* Use on-stream deaning techniques
« Use hydroWasting over chemical deaning
  where possible
                                          Onstte or offsKe recydkig.

                                          Electroplated or Teflon* tubes.
                                          "Superscrubber", (or example.
                                                                                                                  20
                                                                                                                  21

-------
        Table E-3.   Waste  Minimization through  Good  Operating  Practices
            Good Operating Practice
                                                  Program Ingredients
                                                                        Remarks
                                       References
          Waste minimization assessments
IT!
          Environmental audits/reviews
          Loss prevention programs
Waste Segregation
         Preventive maintenance programs
   Form a team of qualified individuals
   Estabish practical short-term and long-term goals
   Allocate resources and budget for the program
   Establish assessment targets
   Identify and select options to minimize waste
   Periodically monitor the program's effectiveness

 *  Assemble pertinent documents
 •  Conduct environmental process reviews
 *  Cany out a site inspection
 *  Report on and fotow up on the findings

 *  Estabish SpU Prevention, Control, and
   Countermeasures (SPCC) plans
 *  Conduct hazard assessment in the design and
   operating phases

* Prevent mixing of hazardous wastes wfth
  non-hazardous wastes
* Isolate hazardous wastes by contaminant
* Isolate liquid wastes from soBd wastes

 *  Use equipment data cards on equipment location,
  characteristics, and maintenance
* Maintain a master preventive maintenance (PM)
  schedule
* Deferred PM reports on equipment
* Maintain equipment history cards
* Maintain equipment breakdown reports
* Keep vendor maintenance manuals handy
• Mairtain a manual or oxnputerized repair history file
                                                                                          These programs are conducted to reduce
                                                                                           waste in a facflHy.
                                                                                                                                              22
                                                                                          These audits are conducted to monitor
                                                                                           compliance with regulations.
                                                                                          SPCC plans are required by law for 08
                                                                                           storage facilities.
These measures can result in lower waste
 haulage volumes and easier disposal of
 the hazardous wastes.
                                                                                          These programs are conducted to cut
                                                                                           production costs and decrease
                                                                                           equipment downtime, in addition
                                                                                           to preventing waste releases due
                                                                                           to equipment faBure.
                                                                                                                                             23,24
                                                                                                                                           3,25,26
                                       27,28.29

-------
        Tattle E-3.   Waste Minimization through Good  Operating  Practices (continued)
                Good Operating Practice
                                                Program Ingredients
                                                                     Remarks
                                        References
            TraMng/Awareness-buBding
            programs
m
61
Effective supervision




Emptoyee participation



Production echeduing/plannlng
           Cost accounting/allocation
>  Provide training tor
  - Safe operation ol *e equipment
  - Proper materials handling
  - Economic and environmental ramifications of
   hazardous waste generation and disposal
  - Detecting releases of hazardous materials
  * Emergency procedures
  -Uaa of safety gear

  Closer supervision may improve production efficiency
  and reduce inadvertent waste generation
  Management by objectives (M8O), wth goals for
  waste reduction

  •QuaRty circles" (tree forums between employees
  and supervisors) can identify ways to reduce waste
  SoUcK employee suggestions for waste reduction Ideas

  Maximize batch sire
  Dedicate equipment to a single product
 Alter batch sequencing to minimize cleaning frequency
  (Bght-to-dark batch sequence, for example)
 Schedule production to minimizing cleaning frequency

 Cost accounting done fer all waste streams leaving
 the facilities
 Aftocata waste treatment and disposal costs to the
 operations mat generate the waste
                                                                                        These programs are conducted to reduce
                                                                                         occupational health and safety
                                                                                         hazards, in addition to reducing
                                                                                         waste generation due to operator
                                                                                         or procedural errors.
increased opportunity for early detection
 of mistakes.
Better coordination among the various
 parts of an overall operation.

Employees who intimately understand the
 operations can identify ways to reduce
 waste.

Altering production schedule can have a
 major impact on waste minimization.
                                                                                       Allocating costs to the waste-producing
                                                                                        operations will give them an incentive
                                                                                        to cut their wastes.

-------
        Table E-4.   Waste  Minimization Options In Materials  Handling, Storage, and Transfer
              Waste/Source
            Wast* Reduction Manures
              Remarks
References
          Material/waste tracking and
           Inventory control
O)
* Avoid over-purchasing
* Accept raw material only after inspection
• Ensure that inventory quantity does not go to
  wast*
« Ensure that no containers stay in inventory
  longer than a spedRed period
* Review material procurement specifications
* Return expired material to suppler
• Validate shel-llfe expiration dates
* Test outdated material for effectiveness
• Eliminate shel-We requirements for stable
  compounds
* Conduct frequent inventory checks
* Use computer-assisted plant inventory system
* Conduct periodic materiah tracWng
• Proper tabelng of al containers
* Set up manned stations tor dtepensing
  chemicals and collecting wastes
These procedures are employed to find
 areas where the waste minimization
 efforts are to be concentrated.
  30,31
          Loss prevention programs
  Use property designed tanks and vessels only for
  their intended purposes
  Instal overflow alarms for all tanks and vessels
  Maintain physical integrity of al tanks and vessels
  Set up written procedures for aJ loading/unloading
  and transfer operations
  Install secondary containment areas
  Forbid operators to bypass interlocks, alarms, or
  slgnMteantfy alter setpoints without authorization
  Isolate equipment or process tnes that leak or are
  not in  service
  Use seal less pumps
  Us* bellows-seal valves
  Document al spWage
  Perform overal material balances and estimate
  th* quantity and dollar value of aR losses
  Use floating-roof tanks for VOC control
  Us* conservation vents ton fixed roof tanks
  Use vapor recovery systems

-------
       Table  E-4.   Waste  Minimization Opttons In Materials Handling. Storage,  and Transfer (continued)                 	

             Waste/Source                             Waste Reduction Measures                               Remarks                      References

          Spills and leaks                      * Stora containers in such a way as to afaw for
                                               visual inspection tor corrosion and leaks
                                             • Stack containers in a way to minimize the chance
                                               of tipping, puncturing, or breaking
                                             * Prevent concrete "sweating" by raising the
                                               drum off storage areas
                                             * Maintain MSDSs to correctly handle spill
                                               situations
                                             • Provide adequate lighting In the storage area
                                             * Maintain a dean, even surface in transportation
                                               areas
                                             • Keep aisles dear of obstruction
                                             * Maintain distance between incompatible chemicals
                                             * Maintain distance between different types of
_                                             chemicals to prevent cross-contamination
 •                                            * Avoid stacking containers against process
                                               equipment
                                             * Follow manufacturers' suggestions on the storage
                                               and handing of af raw materials
                                             • Insulation and inspection of electric circuitry for
                                               corrosion and potential sparking



          Cling                                * Use large containers instead of small containers
                                               whenever possible
                                             * Use containers with height-to-diameter ratio equal
                                               to one to minimize wetted area
                                             * Empty drums and containers thoroughly before
                                               cleaning or disposal

-------
         Table E-5.  Waste Minimization  Options  for Parts Cleaning Operations
             Waste
       Source/Origin
         Wast* Reduction Measures
              Remarks
References
         Spent solvent
 Contaminated solvent from
 parts cleaning operations
 Use water-soluble cutting fluids instead
 of on-based fluids
 Use peel coatings in place of protective oils
 Use aqueous cleaners
 Use aqueous paint stripping solutions
 Use cryogenic stripping
 Use bead Wasting for paint stripping
 Use mull-stage countarcurrent cleaning
 Prevent cross-contamination
 Prevent drag-in from other processes
 Prompt removal of sludge from the tank
 Reduce the number of different solvents
 used
 This could eliminate the need for solvent
 cleaning.
                                                                                                          A single, larger waste that is more
                                                                                                          amenable to recydng.
                                                                                                                                                   8
                                                                                                                                                   7
                                                                                                                                                   6
         Air emissions
Solvent toss from
degreasers and cold tanks
m
oo
 Use roHype covers, not hinged covers
 Increase freeboard height
 tnstal freeboard chRters
 Use silhouette entry covers
 Proper equipment layout
 Avoid rapid insertion and removal of lams

 Avoid Inserting oversized objects into
 the tank

 Allow for proper drainage before removing
                                                        * Avoid water contamination o( solvent
                                                          in degreasers
24 to 50% reduction in emissions.
39% reduction in solvent emissions.
                                                                               The speed that items are put into the
                                                                                tank should be less than 11 feet/min.
                                                                               Doss-sectional area of the kern should
                                                                                be less that 50% of tank area to reduce
                                                                                piston effect.
    15
    15
    15
                                          16

                                          17
         Rinse water
Water rinse to remove
solvent carried out with
the parts leaving the
cleaning tank
Reduce solvent dragout by proper design and
operation of rack system

Install air jets to btow parts dry
Us* fog nozzles on rinse tanks
Proper design and operation of barrel system
Use countercurrent rinse tanks
Use water sprays on rinse tanks
The dragout can be 0.4 gal/1000 sqft.
 versus 24 gaY1000 soft tor poorly
drained parts.
                                                                                                         More efficient rinsing is achieved.
    15
                                                                                                                         15
                                                                                                                         15
                                                                                                                         15

-------
                                      Appendix E
                                      References
1.  Kohl, J., J. Pearson, and P. Wright.  Managing and Recycling Solvents In the FumKuffl
    North Carolina State University, Raleigh, 1986.
2.  Lenckus, D.  "Increasing productivity'. Finishing Wood and Wood Pmducte Magazine Vol. 87, No.
    4, May 1982, pp 44-66.
3.  Campbell, M. E., and W.  M.  Glenn.  Profit from  Pollution  Prevention.  The  Pollution  Probe
    Foundation.  Toronto, Canada, 1982.
4.  Kohl, J., P. Moses, and B. Triplett. Managing and Recycling Solvents: North Carolina PrartinAa
    Facilities and Regulations  North Carolina State University, Raleigh, 1984.
5.  Dumey.J. J. "How to improve your paint stripping". Product Finishing. December 1982, pp 52-53.
6.  Higgins, T. E. Industrial Process Modifications to Reduce Qeneratton of Hazardous Waste at POD
    Facilities:  Phase I Report CH2M Hill, Washington, D.C.,  1985.
7.  "Cryogenic paint stripping".  Product Finish  December 1982.
8.  Mallamee, W. M. "Paint and varnish removers". Klfk-Qthmer Encyclopedia of Chemical Technology.
    3rd edition, Volume 16, pp  762-767,1981.
9.  Sandberg, J. Final Report  on the  Internship served at Gape Tool Company.  Minnesota Technical
    Assistance Program, Minnesota Waste Management Board, Minnesota, 1985.
10. Powder Coatings Institute.  Information brochure.  Washington, D. C., 1983.
11. Cole, G.  E.  "VOC emission reduction and other benefits achieved by major powder coating
    operations". Paper No. 84-38.1 presented at the Air Pollution Control Association.  June 25,1984.
12. California State Department Of Health Services. Alternative Technology for Recycling and Treatment
    of Hazardous Waste  3rd Biennial  Report. Sacramento, 1986.
13. California State Department of Health Services.  Guide to Solvent Waste Reduction Alternatives.
    October 1986, pp 4-25 to 4-49.
14.  Kenson. R. E. "Recovery and reuse of solvents from VOC air emissions".  Environmental Progress.
     August 1985, pp 161-165.
15.  Dumey, L J., editor. Electroplating Engineering Handbook.   4th edition.  Van Nostrand ReinhoW.
     New York, 1984.
 16.  American Society of Testing Materials.  Handbook of Vapor  Deoreasino.  Special Technical
     Publication 310-A.. ASTM, Philadelphia, April 1976.
 17.  Smith, C. Troubleshooting vapor degreasers". Product Finish. November 1981.
 18.  Loucks, C. M.  "Boosting capacities with chemicals". Chemical Engineering Deskhook Issue. Vol.
     80, No. 5, pp 79-84,1973.
 19.  3M Corporation. Ideas - A Compendium of 3M Success Stories. St. Paul, MN.
                                            E-9

-------
20. Fromm, C. H., S. Budaraju, and S, A. Cordery. "Minimization of process equipment cleaning waste".
    Conference proceedings of HAZTECH International, Denver, August 13-15,1986, pp 291-307.
21. Versar, Inc. and Jacobs Engineering Group. Waste Minimization: Issues and Options. Vol. II. U. S.
    Environmental Protection Agency, Washington, D. C., October 1986.
22. Fromm, C. H. and M. S. CaBahan.  "Waste reduction audH procedure". Conference proceedings of
    the Hazardous Materials Control Research Institute. Atlanta, 1986, pp 427-435.
23. North Carolina Pollution Prevention Pays Program.  Environmental  Auditing.  North Carolina
    Department of Environmental Health. 1985.
24. Baumer, R. A. Making environmental audits".  Chamleal Engineering. Vol. 89, No. 22. November 1,
    1982, p 101.
25. Kletz.T.A, "Minimize your product SpiRage". Hydrocarbon Pmcasslno. Vol.61, No. 3,1982, p 207.
26. Sarokin, D. "Reducing hazardous wastes at the source:  Case studies of organic chemical plants In
    New Jersey.  Paper presented at Source Reduction of Hazardous Waste Conference, Rutgers
    University, August 22,1985.
27. Singh, J. B. and R. M. Allen. "Establishing a preventive maintenance program".  Plant Engineering.
    February 27,1986, p 46.
28. Rlmberg, D.  "Minimizing maintenance makes money*. Pollution Engineering.  Vol. 12, No. 3,
    December 1983, p 46.
29. Parker, N. H.  "Corrective maintenance and performance optimization*. Chemical Engineering.  Vol.
    91, No. 7, April 16,1984, p 93.
30. Geftenan. E. "Keeping chemical records on track".  Chamfeal Business Vol. 6, No. 11,1984, p 47.
31. Hickman, w. E. and W. D. Moore.  "Managing the maintenance dollar". Chemical Engineering  Voi
    93, No. 7, April 24,1986, p 68.
                                            E-10

-------
                                            Appendix F
                 Government  Technical/Financial Assistance  Programs

The EPA's Office of Solid Waste and Emergency Response has set up a telephone call-In service to answer
questions regarding RCRA and Superfund (CERCLA):

    (800) 424-9346  (outside the District of Columbia)
    (202) 382-3000  (in the District of Columbia)

The following states have programs that offer technical and/or financial assistance in the areas of waste
minimization and treatment.
Alabama
   Hazardous Malarial Management and Resource
     Recovery Program
   University of Alabama
   P.O. Box 6373
   Tuscaloosa. AL 35487-6373
   (205) 348-8401

Alaika
   Alaska Health Project
   Waste Reduction Assistance Program
   431 West Seventh Avenue, Suite 101
   Anchorage, AK 99501
   (907)276-2864

Arkanaaa
   Arkansas Industrial Development Commission
   One State Capitol Mall
   Little Rock, AR 72201
   (501)371-1370

 California
   Alternative Technology Section
   Toxic Substances Control Division
   California State Department of Hearth Services
   714/744 P Street
   Sacramento, CA 94234-7320
   (916)324-1807

 Connecticut
   Connecticut Hazardous Waste Management Sen/ice
   Suite 360
   BOO Asylum Avenue
   Hartford, CT 06105
   (203) 244-2007

   Connecticut Department of Economic Development
   210 Washington Street
   Hartford CT 06106
   (203)566-7196

 Georgia
   Hazardous Waste Technical Assistance Program
   Georgia Institute of Technology
   Georgia Technical Research Institute
   Environmental Health and Safety Division
   O'Keefe Building, Room 027
   Atlanta, GA 30332
   (404)894-3806
Georgia  (continued)
   Environmental Protection Division
   Georgia Department of Natural Resources
   Floyd Towers East, Suite 1154
   205 Butler Street
   Atlanta, CA 30334
   (404) 656-2833

////no/*
   Hazardous Waste Research and Information Center
   Illinois Department of Energy and Natural Resources
   1808 Woodfieid Drive
   Savoy, IL 61874
   (217) 333-8940

   Illinois Waste Elimination Research Center
   Pritzker Department of Environmental Engineering
   Alumni Building, Room 102
   Illinois Institute of Technology
   3200 South Federal Street
   Chicago, IL 60616
   (312)567-3535

Indiana
   Environmental Management and Education Program
   Young Graduate House, Room 120
   Purdue University
   West Lafayette, IN 47907
   (317)494-5036

   Indiana Department of Environmental Management
   Office of Technical Assistance
   P.O. Box 6015
    105 South Meridian Street
   Indianapolis, IN 46206-6015
   (317)232-8172

 Iowa
    Iowa Department of Natural Resources
    Air Quality and Solid Waste Protection Bureau
   Wallace State Office Building
    900 East Grand Avenue
    Des Moines, IA 50319-0034
    (515)281-8690

    Center for Industrial Research and Service
    205 Engineering Annex
    Iowa State University
    Ames, IA 50011
    (515) 294-3420
                                                    F-1

-------
   Bureau of Wasta Managam«nt
   Dapartmant of Haalth and Environmant
   Forbes Field, Building 730
   Topaka, KS 66620
   (913)296-1607

Kentucky
   Division of Wasta Management
   Natural Raaourcas and Environmental Protection Cabinet
   18RefllyRoad
   Frankfort, KY 40601
   (502)564-6716

iou/a/ana
   Departmant of Environmantal Quality
   Offloa of Solid and Hazardous Waata
   P.O. Box 44307
   Baton Rouga, LA 70804
   (504)342-1354

MeryfMMf
   Maryland Hazardous Waata Facilities Siting Board
   60 West Street. Suite 200A
   AnnapoBs, MO 21401
   (301)974-3432

   Maryland Environmental Service
   2020 Industrial Drive
   AnnapoBs, MD 21401
   (301)269-3291
   (800) 492-9168 (in Maryland)

Afaaaacni/sefta
   Office of Safe Waste Management
   Department of Environmental Management
   100 Cambridge Street, Room 1094
   Boston, MA 02202
   (617)727-3260

   Source Reduction Program
   Massachusetts Department of Environmental Quality
     Engineering
   1 Winter Street
   Boston, MA 02108
   (617)292-5982

Mlchlgtn
   Resource Recovery Section
   Department of Natural Resources
   P.O. Box 30026
   Laming, Ml 48909
   (517)373-0540

M/nneaofa
   Minnesota Pollution Control Agency
   Solid and Hazardous Watte Division
   520 Lafayette Road
   St. Paul, MN 55155
   (612)296-6300
Af/nnaaota  (continued)
   Minnesota Technical Assistance Program
   W-140 Boynton Health Service
   University of Minnesota
   Minneapolis. MN 55455
   (612)625-9677
   (800) 247-0015 (in Minnesota)

   Mihnesots Waste Management Board
   123 Thorson Center
   7323 Fifty-Eighth Avenue North
   Crystal, MN 55428
   (612)536-0816

M/aaour/
   State Environmental Improvement and Energy
     Resources Agency
   P.O. Box 744
   Jefferson  City, MO 65102
   (314)751-4919

Me* Jersey
   New Jersey Hazardous Waste FacaWes Siting
     Commission
   Room 614
   28 West State Street
   Trenton, NJ 08606
   (609)292-1459
   (609)292*1026

   Hazardous Waste Advisement Program
   Bureau of Regulation and Classification
   New Jersey Department of Environmental Protection
   401 East State Street
   Trenton, NJ 08625

   Risk Reduction Unit
   Office of  Science and Research
   New Jersey Department of Environmental Protection
   401  East State Street
   Trenton,  NJ 08625
    New York Stale Environmental Facilities Corf
    50 Wolf Road
    AJbany, NY 12205
    (518)457-3273
 North  Caroffna
    PoRution Prevention Pays Program
    Department of Natural Resources and Community
      Development
    P.O. Box 27687
    512 North Salisbury Street
    RaWgh. NC 27811
    (919)733-7015

    Governor's Waste Management Board
    325 North Salisbury Street
    Raieigh.NC 27611
    (919) 733-9020
                                                     F-2

-------
North  Carolina (eontlnuod)
   Technical Assistance Unit
   Solid and Hazardous W»«t« Manag*m*nt Brand)
   North Carolina Department of Human Resources
   P.O. Box 2091
   306 North Wilmington Street
   Raleigh, NC 27602
   (919)733-2178

Ohto
   Division of Solid and Hazardous Wast* Management
   Ohio Environmental Protection Agency
   P.O. Sox 1049
   1800 WatarMark Drive
   Columbus. OH 43266-1049
   (614)481-7200
   Ohio Technology Transfer Organization
   Suite 200
   65 East State Street
   Columbus, OH 43266-0330
   (614)466-4286

Oklahoma
   Industrial Waste Elimination Program
   Oklahoma State Department of Health
   P.O. Box 53551
   Oklahoma City. OK 73152
   (405)271-7353

Oregon
   Oregon Hazardous Waste Reduction Program
   Department of Environmental Quafity
   81 1 Southwest Sixth Avenue
   Portland, OR 97204
   (503)229-5913

Pannaylvanla
   Pennsylvania Technical Assistance Program
   501 F. Orvto Keller Building
   University Park, PA 16802
   (114)865*0427

   Bureau of Waste Management
   Pennsylvania Department of Environmental Resources
   P.O. Box 2063
   Fulton Building
   3rd and Locust Streets
   Harrisbuig, PA 17120
   (717)787-6239

   Center of Hazardous Material Research
    Pittsburgh, PA 15238
    (412)826-5320
         MMfio
    Ocean State Cleanup and Recycling Program
    Rhode (aland Department of Environmental Management
    9 Hayes Street
    Providence, Rl 02908-5003
    (401)277-3434
    (800) 253-2674 (in Rhode Wand)
Rhode
   Center of Environmental Studies
   Blown University
   P.O. Box 1943
   136 Angell Street
   Providence, Rl 02912
   (401)863-3449

Ftmt*****
   Center for Industrial Services
   102 Alumni Hal
   University of Tennessee
   Knoxvlle.TN 37996
   (815)97441456

Virginia
   Office of Poficy and Planning
   Virginia Department of Waste Management
   11ft Floor, Monroe Buidtng
   101 North 14th Street
   Richmond, VA 23219
   (804)2254*667

Washington
   Hazardous Waste Section
   Mat Stop PV-11
   Washington Department of Ecology
   Otympia, WA 98504-8711
   (206)459-6322

MVMMMffl
   Bureau of Sold Waste Management
   Wisconsin Department of Natural Resources
   P.O. Box 7921
   101 South Webster Street
   Madison, Wl 53707
   (608)266-2699
         fasts Management Program
   Wyoming Department of Environmental Quaity
   Herachier Buldlng, 4th Ftoor, West Wing
   122 Wen 25th Street
   Cheyenne, WY 82002
   007)777-7712
                                                    F-3

-------
                                            Appendix G
                                           Option Rating
                                     Weighted Sum  Method
The Weighted Sum Method is a quantitative method
for screening and ranking waste minimization options.
This method provides  a  means ot quantifying the
important criteria that affect waste management in a
particular facility. This method involves three steps.

1.   Determine what the important criteria are in terms
    of  the  WM  assessment  program  goals  a
    constraints,  and the overall corporate  goals  an
    constraints. Examples of criteria are the following:

    •   Reduction in waste quantity
    •   Reduction  in  waste  hazard  (e.g.,  toxicity,
       flammability, reactivity, corrosivity, etc.)
    •   Reduction in waste treatment/disposal costs
    •   Reduction in raw material costs
    «   Reduction in liability and insurance costs
    *   Previous successful use within the company
    *   Previous successful use in industry
    •   Not detrimental to product quality
    •   Low capital cost
    *   Low operating and maintenance costs
    •   Short implementation period  (and  minimal
       disruption of plant operations)
    •   Ease of implementation

    The weights (on a scale of 0 to 10, for example)  are
    determined for each of the  criteria in relation to
    their importance.For example, if reduction in waste
    treatment and disposal costs are very Important,
    while previous successful use within the company
    is of minor importance, then the reduction in waste
    costs is given a weight of 10 and the previous use
    within the company is given a weight of 1 or 2.
    Criteria that are not important are not included (or
    given a weight of 0).

 2.  Each option is then rated on each of the criteria.
    Again,  a scale of 0 to 10 can be used (0 for low  and
    10 for high).

 3.  Finally, the rating of  each option from particular
    criteria is multiplied by the weight of the criteria. An
    option's overall rating  is the sum of the products of
    rating times the weight of the criteria.

 The options with the  best overall  ratings  are then
 selected for the  technical and economic  feasibility
 analyses.  Worksheet 13 in Appendix A is used to  rate
 options  using the Weighted Sum method. Table  G-1
 presents an example using the Weighted Sum Method
 for screening and ranking options.
Table   G-1.    Sample
Weighted Sum  Method
Calculation   using  tit*
ABC Corporation has determined that reduction in waste
treatment costs Is the most important criterion, with a weight
factor of 10.  Other significant criteria include reduction in
safety hazard (weight of 8), reduction in liability (weight of 7),
and ease of implementation (weight of 5).  Options X, Y, and
Z are then each assigned effectiveness factors.   For
example, option X is expected to reduce waste by nearly
80%, and is given an rating of 8. R is given a rating of 6 tor
reducing safety  hazards,  4  for reducing  liability,  and
because it  is somewhat difficult to implement, 2 for  ease of
implementation. The table below shows how the options are
rated overall,  with  effectiveness factors  estimated for
options Y and Z.

                         Ratings for each. optiBD
Rating Criteria              Weight    X   Y  Z
Reduce treatment costs        10       863
Reduce safety hazards         8       638
Reduce liability                7       445
Ease of implementation         S       2   2   8
  Sum of weight times ratings         166 122 169

From this screening, option Z rates the highest with a score
of 169. Option X's score is 166 and option Y*s score is  122.
In this case, option Z and option X should both be selected
for further  evaluation because both of their scores are  high
and relatively close to each other.
                                                  G-1

-------
                                          Appendix H
                               Economic  Evaluation  Example
The following example presents a profitability analysis
for a relatively large hypothetical waste minimization
project.  This project represents the installation of a
package unit that  improves plant  production while
reducing raw material consumption and disposal costs.
The analysis was done on a personal computer using a
standard spreadsheet program. The salient data used
in this evaluation are summarized below.

Capital  Costs

• The delivered price of the equipment is quoted by
  the vendor at $170,000. This includes taxes and
   Insurance.

•  Materials costs  (piping, wiring, and concrete) are
   estimated at $35,000.

•  Installation labor is estimated at $25,000.

•  Internal engineering  staff costs are estimated at
   $7,000.  Outside consultant and contractor costs
   are estimated at $15,000.

•  Miscellaneous environmental permitting costs are
   estimated at $15,000.

•  Working capital (including chemical inventories, and
   materials and supplies) is estimated at $5,000.

•  Start-up costs  are estimated  by the vendor at
   $3,000.

•  A contingency  of  $20,000 for  unforeseen costs
   and/or overruns is included.

 •  Planning, design, and installation are  expected to
   take one year.

 Financing

 •  The project  will  be financed  60% by retained
   earnings and 40% by a bank loan.

 • The bank loan will be repaid over 5 years of equal
   installments of principal, plus interest at an annual
   percentage rate of 13%.  Interest accrued during
   installation will be added into the  total capital costs.

 • All capital costs, except working  capital and interest
   accrued during construction, will be  depreciated
   over 7 years using  the double-declining balance
   method, switching to the straight-line method when
   the charges by this method become greater.
•  The marginal income tax rate Is 34%.

•  Escalation of all costs is assumed to be 5% per year
   for the life of the project.

•  The firm's cost of capital is 15%.

Operating   Costs and Revenues

•  The WM project is estimated to decrease raw
   materials consumption by 300  units per year at a
   cost of $50 per unit. The project will not result in an
   increased production. However, ft will  produce a
   marketable  by-product to be recovered at a rate of
   200 units per year and a price of $25 per unit.

•  The project will reduce the quantity of hazardous
   waste disposed by 200 tons per year. The following
   items make the total unit disposal costs:
     Offstte disposal fees
     State generator taxes
     Transportation costs
     Other costs
       TOTAL DISPOSAL COSTS
Costs per ton of waste
      $500
        10
        25
      $560
   Incremental operating labor costs are estimated on
   the basis that the project is expected to require one
   hour of operator's time per eight-hour shift. There
   are three shifts per day and the plant operates 350
   days  per year.  The wage rate  for operators is
   $12.50 per hour.

   Operating supplies expenses are estimated at 30%
   of operating labor costs.

   Maintenance labor costs are estimated at 2% of the
   sum of the capital costs for equipment, materials,
   and installation.  Maintenance supplies costs are
   estimated at 1% of these costs.

   Incremental supervision costs are estimated at 30%
   of  the  combined  costs  of  operating  and
   maintenance labor.

   The following  overhead costs are estimated as a
   percentage  of  the  sum  of  operating  and
   maintenance labor and supervision costs.

      Labor burden and benefit      28%
      Plant overhead               25%
      Headquarter overhead         20%
                                                  H-1

-------
*  Escalation of all exists is assumed to be 5% per year
   for the life of the project.

*  The project life is expected to be 8 years.

•  The salvage value of the project Is expected to be
   zero after eight years.

Results

The four-page printout in Figures H-1 through H-4
presents the  WM project profitability spreadsheet
program.  Figure H-1  represents the input section of
the program.  Each of the numbers in the first three
columns represents an input variable in the program.
The rigrrthand side of  Figure H-1 is a summary of the
capital requirement. This includes a calculation of the
interest accrued during construction and the financing
structure of the project.

 Figure H-2 is  a table of the revenues and operating
cost Kerns for each of the eight years of the project's
operating life.  These costs are escalated by 5% each
 year for the fife of the project.

 Figure H-3  presents  the annual cash flows for the
 project.  The calculation  of depreciation charges and
 the payment of interest and repayment of loan principal
 is also shown here. The calculation of the internal rate
 of return (IRR) and the net present value (NPV) are
 based on the annual cash flows.  Since the project is
 leveraged (financed partly by a bank loan), the equity
 portion of the investment is used as the initial cash
 flow. The NPV and the IRR are calculated on thte basis.
 The IRR calculated this way is referred to as the "return
 on equity".  The program is structured to present the
 NPV and IRR after each year of the project's operating
 life. In the example, after six years, the IRR Is 19.92%
 and the NPV is $27,227.

 Figure H-4 is a cash flow table based entirely on equity
 financing. Therefore, there are no interest payments
 or deb principal repayments.  The NPV and the IRR in
 thte case are based on the entire capital investment hi
 the project. The IRR calculated this way Is referred to
 as the "return on investment".

 The results of the profitability analysis for this project
 are summarized below:

     Method of Financing        Ffi         NPV

     60% equity/40% debt      26.47%     $84,844
     100% equity             23.09%     $81,625

 The IRR values  are greater than the  15% cost  of
 capital, and the NPVs  are positive.  Therefore, the
 project is attractive, and should be implemented.
                                                   H-2

-------
Waste Minimization
Profitability Program


Capital Co«t Factors

Capital Cost
Equipment
Materials
Installation
Plant Englneerfno,
Contractor/Engineering
Permitting Costs
Contingency
Working Capital
Start-up Costs

% Equity
%Debt
Interest Rate on Debt, %
Debt Repayment, years

Depredation period
Income Tax Rate. %

Escalation Rates, %

Cost of Capital (for NPV)







$170,000
$35.000
$25.000
$7.000
$15.000
$15.000
_$20,000
$5.000
$3.000

60%
40%
13,00%
5

7
34.00%

5.0%

15.00%




























started 5/22/87
last changed 8/1/87

MPUT




Operating Cost/Revenue Factors

Increased Production
Increased Rate, units/year
Price, $/unrt

Marketable By-products
Rate, units/year
Price. $/un«

Decreased Raw Materials
Decreased Rate, units/year
Price. $/un»

Decreased Waste Disposal
Reduced Waste, tons/year
Orfstte Fees. $/ton
State Taxes, $/ton
Transportation! $/ton
Other Disposal Costs, $/ton
Total Disposal Costs, $/ton





0
$100


200
$40


300
$50


200
$500
$10
$25
$25
$560









Operating Labor
Operator hours/shift
Shifts/day
Operating days/Year
Wage rate, $/man-hour

Operating Supplies
(% of Operating Labor]

Maintenance Costs
{% of Capital Costs)
Labor
Materials

Other Labor Costa
r% of O&M Labor)
Supervision
(% of O&M Labor + Sui
Plant Overhead
Home Office Overhead
Labor Burden









;
350
$13.50

30%




2.00%
1.00%



30.0%
rvtsbn
25.0%
20.0%
28.0%




CAPITAL REQUIREMENT

Construction Yea

Capital Expenditures
Equipment
Materials j
Installation
Plant Engineering
Contractor/Engineering
Permitting Costs
Contingency
Start-up Costs
Depreciable Capital
Working Capital
Subtotal
Interest on Debt
Total Capital Requirement

Equity Investment
5ebt Principal
nterest on Debt
Total Financing







1


$170.000
$35.000
_i2l5,000
$7.000
_|15,000
_J15,000
$20.000
$3,000
$290,000
$5,000
_$J?5,000
_$J4,230
$309,230

$185,538
M 09,462
$14,230
$309,230


Figure H-1. Input Information and Capital Investment

-------
REVENUE AND COST FA(

Operating Year Number
Escalation Factor 1

MCflEASED REVENUES
Increased Production
Marketable By-products
Annual Revenue

OPERATING COST/SAVI
Raw Materials
Disposal Costs
Maintenance Labor
Maintenance Supplies
Operating Labor
Operating Supplies
Supervision
Labor Burden
Plant Overhead
Home Office Overhead
TotsJ Operating Costs
TORS


1.000






IGS













1
1.050


10
$8,400
$8.400


$15.750
_$1 17,600
($4.830)
($2.415)
($14.884)
($4.466)
($5.914)
($7.176)
($6.407)
($5.126)
$82.133


2
1.103


$0
	 $8,824
$8.824


$16545
$123,536
($5.074)
($2.5371
($15.635)
($4.691)
($6,213)
($7.538)
($6.731)
($5.384)
$86278


3
1.158


$0
$9.264
$9.264


$17.370
$129.696
($5.327)
($2.663)
($16.415)
($4.925)
($6.523)
($7.914)
($7.066)
($5.653)
$90.580


4
1.216


$0
$9.728
$9.728


$18.240
$136.192
($5.594)
($2.797)
($17.237)
($5.171)
($6.849)
($8.310)
($7.420)
($5.936)
$95.118


5
1.277


$0
$10.216
$10.216


$19.155
J143JE4
($5.874)
($2.937)
($18.101)
($5.430)
($7.193)
($8.727)
($7.792)
($6.234)
$99.891


6
1.341


$0
$10,728
$10.728


$20.115
$150.192
($6,169)
($3.084)
($19.009)
($5.703)
($7.553)
($9,165)
($8,183)
($6.546)
$104.895


7
1.408


$0
$11,264
$11.264


$21.120
$157.696
($6.477)
($3,238)
($19.958)
($5.987)
(1(7.931)
(! 9.622)
($8.592)
($6.873)
$110.138


8
1.478


$0
	 $11.824
$11.824


$22J70
$165.536
($6.799)
($3399)
($20,951)
($6285)
($8.325)
($10.101)
($9.019)
($7215)
$115.612
Figure H-2. Revenues and Operating Costs

-------
I
 t
01
RETURN ON EQUITY/RE!

Construction Year
Operating Y«ar

Book Value
Depreciation (by straight-
Depreciation (by doubfeD
Depreciation

Debt Balance
Interest Payment
Principal Repayment

CASHFLOWS

Construction Year
Operating Year

Revenues
+ Operating Savings
Net Revenues
- Depredation
- Interest on Debt
Taxable Income
-Income Tax
Profit after Tax
+ Depreciation
- Debt Repayment -
Aflw-Tax Cash Row

Cash Fbw for ROE
Met Present Value
Return on Equity
26.47%
JRN ON ASSETS

1


$290.000
ne)
)


$123.692





1














($185^38)
($185,538)




1

$207.143
$41,429
$82.857
$82,857

$123.692
$16,080
$24,738




1

$8.400
$82.133
$90.533
$82.857
$16,080
($8,404)
($2,857)
($5.547)
$82,857
$24.738
$52372

$52372
($139.823)
ffNUMI




2

$147.959
$41,429
$59,184
$59,184

$98.954
$12.864
$24,738




2

_$8»824
$86.278
$95.102
$59.184
$12.864
$23,054
$7,838
$15.216
$59.184
$24.738
$49.662

$49,662
($102.272)
-32.19%




3

$105.685
$41.429
$42,274
$42.274

$74,216
$9.648
$24.738




3

$9,264
$90,580
$99.844
$42.274
$9.648
! 47,922
i 16,293
$31.629
$42.274
$24.738
$49.165

$49.165
($69.945)
-9.62%




4

$64.256
$41,429
$30,196
$41.429

$49,478
$6.432
$24,738




4

$9,728
$95,118
$104.846
$41,429
$6,432
$56,985
$19.375
$37.610
$41.429
$24.738
$54.301

$54.301
($38.898)
4.24%




5

$22.827
$41.429
$18.359
$41,429

$24.740
$3.216
$24,738




5

$10,216
$99.891
$110.107
$41.429
$3.216
$65.462
$22.257
$43.205
$41,429
$24.738
$59.896

__$J9,896
($9.119)
1295%




6

$0
$41.429
$6.522
$22,827

$2
$0
$2




6

$10,728
I$_104,895
$115,623
$22,827
$0
$92.796
$31.551
$61,245
$22.827
$2
$84.070

$84,070
$27.227
19.92%




7

$0
$0
$0
$0

$0
$0
$0




7

$11,264
$110,138
$121,402
$0
$0
$121,402
$41,277
$80,125
$0
$0
$80,125

$80.125
$57.349
23.85%




8

$0
$0
$0
$0

$0
$0
$0




8

$11,824
$115.612
$127.436
$0
$0
$J27,436
$43,328
$84,108
$0
$0
$84,108

$84.108
$84.844
26.47%

                                                                 Figure H-3. Cash Flows for Return on Equity

-------
f&UfUto»*tesnjEH

Construction Year
Operating Year

Book Value
Depreciation {by straight-
Depreciation (by double D
Depreciation

CASHFLOWS

Construction Year
Operating Year

Revenues
+ Operating Savings
Net Revenues
• Depreciation
Taxable Income
-Income Tax
'rofrt after Tax
+ Depreciation
After-Tax Cash How

Cash Flow for ROI
•Jet Present Value
teturn on Investment
23.05%


1


$290.000
ne)
W




1












($295.000)
($295.000)





1

$207,143
$41.429
$82,857
$82.857




1

$8.400
$82,133
$90.533
$82,857
$7.676
$2.610
$5.066
$82.857
$87.923

$87.923
($218.545)
fNUM!




2

$147.959
$41,429
$59.184
$59.184




2

$8.824
$86,278
$95.102
$59,184
$35,918
$12.212
$23.706
$59.184
$82,890

$82,890
($155.868)
-30.04%




3

$105.685
$41.429
$42.274
$42.274




3

$9.264
$90,580
$99.844
$42.274
$57.570
$19,574
$37.996
$42.274
$80.270

$80,270
($103.090)
-7.76%




4

$64,256
$41.429
$30,196
$41,429




4

$9.728
$95.118
$104,846
$41.429
$63.417
$21.562
$41.855
$41.429
$83.284

$83,284
($55.472)
5.26%




5

$22.827
$41,425
$18.359
$41.429




5

$10.216
$99,891
$110.107
$41,429
$68,678
$23.351
$45.327
$41.429
$86,756

	 $86,756
($12,339)
13.21%




6

$C
$41.42S
$6.522
$22.827




6

$10,728
$104.895
$115.623
$22,827
$92,796
$31.551
$61,245
$22.827
$84,072

$84.072
$24.008
17,99%




7

$0
$c
$0
$0




7

$11,264
$110,138
$121.402
$0
$121,402
$41.277
$80,125
$0
$80.125

$80.125
$54.130
20.97%




8

$0
$0
$0
$0




8

$11.824
$115.612
$127.436
$0
$127.436
$43,328
$84,108
$0
$84,108

$84,108
$81.625
23.09%

Figure H-4.  Cash Ftows for Return on Investment

-------


-------
vvEPA
                            United States
                            Environmental Protection
                            Agency
                                 Office of Pollution Prevention
                                 and Toxics
                                 Washington, DC 20460
May 1995
EPA/742-F-95-005
EPA Standards Network Fact Sheet
                            Role  of Voluntary
                            Standards
  What are Voluntary
  Standards and Who
  Develops Them?
Federal government activities involve the use of products or services that must meet reliable
design and/or performance standards. Many of these standards are developed by the private
sector through standards developing organizations referred to as "voluntary" standards bodies.
The Federal government's participation in these standards bodies can provide incentives and
opportunities to develop standards that serve national needs in environmental, health, safety and
other areas. Government adoption of voluntary standards can help reduce costs to Agencies and
Departments and also further enhances effective public-private partnerships.

Originally, the term "voluntary" distinguished the standards development process from govern-
mental or regulatory processes. Private sector standards that come under international trade
rules, or are referenced in specifications and contracts, are not voluntary in application.
Voluntary standards are also made mandatory at times by being incorporated into law by
governmental bodies.

A generally accepted definition of standards states that they are sets of rules, conditions or
requirements concerned with the definition of terms, classification of components; delineation
of procedures; specification of dimensions, materials, performance, design or operations;
measurement of quality and quantity in describing materials, products, systems, services or
practices; or descriptions of fit and measurement size. Voluntary standards can be used by any
person or organization, whether private or governmental.

International agreements, including the General Agreement on Trade and Tariffs (GATT) and
the North American Free Trade Agreement (NAFTA), define standards and international
standards-developing bodies  somewhat differently for the purposes of trade-related issues.

Voluntary standards are developed by industry, nonprofit organizations, trade associations, and
others. Examples of voluntary  standards developers in the United States include the American
Society for Testing and Materials (ASTM), The Society for Automotive Engineers (SAE) and
The National Sanitation Foundation International, Inc. (NSF). Examples of international
standards organizations include the International Organization for Standardization (ISO) and the
International Electrotechnical Commission (IEC). Within these bodies, standards-developing
groups, such as committees, boards and working groups, write, review and revise standards in
accordance with the procedures established by the standards body. ISO's Technical Committee
207 for Environmental Management Standards, for example, is a standards group.
                                                                                     Printed on Recycled Paper

-------
What Is ANSI?
Why Does the U.S.
Government Use
Voluntary
Standards?
How Is EPA
Using Voluntary
Standards?
The American National Standards Institute (ANSI) maintains policies and procedures for the
development, review, and coordination of voluntary standards that are designated as American
National Standard; however, ANSI is not a standards developer. ANSI, headquartered in New
York, is the official U.S. member body to ISO and IEC, and its membership derives from
organizations, companies, and government agencies.

OMB Circular No. A-l 19 provides guidance to Federal agencies in working with, and using the
products of private sector standards organizations.  The circular sets a policy whereby the
Federal government, in its procurement and regulatory activities, is directed to:
     a.   Rely on voluntary standards, both domestic and international, whenever
          feasible and consistent with law and regulations pursuant to law;
     b.   Participate in voluntary standards bodies when such participation is in  the public
          interest and is compatible with agencies' missions, authorities, priorities, and budget
          resources; and
     c.   Coordinate agency participation in voluntary standards bodies so that (1) the most
          effective use is made of agency resources and representatives; and (2) the views
          expressed by such representatives are in the public interest and, as a minimum, do
          not conflict with the interests and established views of the agencies.

EPA uses voluntary standards to support rulemaking compliance activities and partnership
programs with industry, such as the Environmental Leadership Program, Green Lights, 33/50
and the Common Sense Initiative.  Two examples of using voluntary standards to support rule
making include:

    In a final rule on degradable plastic ring carriers, EPA requires that ring carriers be made
    of degradable material. Rather than specifying a particular type of degradable  plastic,
    EPA chose a degradability performance standard for ring carriers.  To test the degradability
    of carrier rings, the EPA adopted two ASTM tests, specifically D-3826-91, Standard
    Practice for Determining Degradation End Point in Degradable Polyolefins Using a
    Tensile Test, and D-5208-91 Standard Practice for Operating Fluorescent Ultraviolet (UV)
    and Condensation Apparatus for Exposure of Photodegradable Plastics.

    In a proposed rule under the Clean Air Act Section 112(r), scheduled to be finalized by
    Spring of 1996, EPA proposed to require facilities who store extremely hazardous
    substances on site to develop risk management plans which demonstrate compliance with
    performance-based standards.
Where Can I Get
More Information?
For additional information, contact:
Mary McKiel
EPA Standards Network Coordinator
U.S. Environmental Protection Agency
401 M Street, SW (OPPT-7409)
Washington, D.C. 20460
Telephone:  (202) 260-3584
Fax: (202)260-0178
mckiel.mary@epamail.epa.gov
                                                                           Marilyn Hernandez
                                                                           ANSI
                                                                           11 West 42nd Street
                                                                           New York, New York 10036
                                                                           Telephone: (212)642-4915
                                                                           Fax: (212)398-0023
                                                                           mhernand@ansi.org

-------
  f/EPA
United States
Environmental Protection
Agency
Office of
Prevention, Pesticides,
and Toxic Substances
 MC 7409	
                                                                            EPA742-F-96-001
                                                                            September 1996
                 Environmental  Accounting Project
                Quick Reference Fact Sheet
Goal: To encourage  and motivate businesses  to
understand the full spectrum of their environmental
costs, and integrate these costs into strategic decision
making.

Background: Environmental and economic benefits
of practicing pollution prevention can be difficult to
measure using traditional methods of accounting. As
a consequence, industrial managers often may not
adopt pollution prevention even when it might be in
the best interest of a facility or company to do so,

Description:  EPA initiated  the Environmental
Accounting  Project in 1992 to encourage businesses
to incorporate environmental costs into managerial
accounting   and  capital  budgeting  practices.
Implementing environmental accounting will make
environmental costs  more visible  to  company
managers, thus making these costs more manageable
and  easier  to reduce.  Environmental accounting
should help companies significantly reduce or
eliminate environmental costs, improve
environmental performance, and gain competitive
advantage.

The   Project's    Action   Agenda   incorporates
recommendations  from the business community,
accounting and professional societies, the academic
and  research community,  small businesses, and
government on what  needs to be done by various
stakeholder  groups  to   increase  the  use  of
environmental accounting.  Major issues addressed
by the Action Agenda include:
*  Terms, concepts, and roles,
•  Management incentives,
•  Education, guidance, and outreach, and
•  Tools, methods, and systems.

The  Environmental Accounting Project maintains a
Network Directory of some 680 members who are
actively participating or are interested in the issue.
                                   Examples of Accomplishments to Date:

                                   • Developed an environmental accounting  primer
                                      that covers the basic  terms  and  concepts and
                                      discusses application options
                                   • Completed a status report the on the extent to
                                      which the nation's manufacturing firms consider
                                      environmental costs in investment decisions
                                   • Published   case   studies  on   environmental
                                      accounting initiatives at AT&T and at Ontario
                                      Hydro (a Canadian utility)
                                   • Trained  state technical assistance  providers and
                                      permitters on the environmental accounting
                                      concept in several regions
                                   • Hosted workshops for industry and government
                                      creating  dialogue on environmental accounting
                                   • Developed a software tool to help companies
                                      incorporate environmental costs into their capital
                                      budgeting decisions
                                   • Published resource guide on  tools and software
                                      that account for environmental costs

                                   Projects Underway Include:

                                   *  Best Practices  report  of chemical companies'
                                      environmental accounting efforts
                                   »  Analysis of how environmental accounting
                                      applies to the metal finishing industry
                                   »  Documentation of available techniques for
                                      estimating potential environmental liabilities
                                   «  Continued outreach and exploration of ways to
                                      simplify implementation of environmental
                                      accounting

                                   For further information: See the  Project's Website
                                   @ http://es.inel.gov/partners/acctg, or Contact
                                   EPA's Pollution Prevention Information
                                   Clearinghouse: 202/260-1023, fax 202/260-
                                   0178,or Internet: ppic@epamail,epa,gov

-------
              United States
              Environmental Protection
              Agency
                EPA530-K-95-004
                September 1995
&EPA
Solid Waste and Emergency Response (5305W)
Recycling  Means
Business

-------
The Benefits of Recycling Market Development
This booklet introduces Recycling
Means Business, the U.S.
Environmental Protection Agency's
(EPA's) strategy for supporting the
national effort to expand markets
for recycled materials.  In addition
to its environmental benefits,
in scope. For example, strong
recycling markets will:
* Increase the revenues paid to
  communities for their recyclable
  materials.
• Create jobs in communities
                           -te
   become a major sector of the
   national economy, fueling
   greater economic growth, ^

-------
EPA's
"Greenprint"
for Market
Development
              ver the past decade, ambitious
              collection programs instituted by
              communities and organizations across
              America have diverted millions of tons of
recyclable materials from the solid waste stream. The
number of community curbside collection programs alone
has increased by 5OO percent over the past five  years, with
more than 6,6OO curbside collection programs in place.
Many government agencies, businesses, and organizations
also instituted in-house recycling collection programs,
successfully diverting everything from office paper to scrap
tires. The nation is collecting over 2O percent of its solid
waste for recycling—the highest rate since World War II.

-------
        Recycling what would
        otherwise be thrown away
        has obvious environmental
benefits.  Using recovered materials as
a substitute for virgin feedstocks
conserves natural resources, reduces
the energy used for manufacturing,
and lessens the environmental impacts
associated with the
extraction and harvesting
of raw materials. In
addition, recycling makes
sense as a waste
management technique,
diverting valuable
materials from the
waste  stream and
reducing the burden
on landfills and
incinerators.

 Recycling also has inherent economic
 benefits. Every step in the  recycling
 process, from collection to
 remanufacturing to purchasing
 recycled products, adds value to
 recovered materials.  In fact,  "value
 added" (defined as the difference
 between the cost of materials and the
 selling price of the products  made
 from these materials) is a measure
       frequently used to gauge the
       economic contribution of
       recycling.  The process of
      turning collected materials into
      new products creates a chain of
      economic activity that can result
in business expansion, jobs, and other
economic growth in communities
across the country—all from a  resource
that used to be thrown away.

Everyone benefits from this increase in
economic activity. Recycling
businesses are  able to earn profits that
in turn can be reinvested in new plants
and processes. In addition, these
businesses require supplies and
services from other industries, such as
construction, equipment supply,
transportation,  and research and
development, expanding their
economic impact and creating  more
jobs for area residents.  And the jobs
created by recycling businesses tend
to draw from the full spectrum  of the
labor market.  The material collection
and sorting industries primarily
contribute low- and semi-skilled jobs.

-------
while the companies in the
manufacturing sector, which
typically create the lion's share of
new employment opportunities,
offer more highly skilled jobs.

Communities and businesses looking
for new routes to economic growth
are recognizing that the waste they
generate every day is a valuable
economic resource. Instead of
paying to have recyclable materials
disposed of, or sending them to be
recycled elsewhere, communities can
keep the added value by providing
the materials, labor, and markets  that
fuel local growth.


The  Balancing  Act

       For recycling to realize its  full
       environmental and economic
       potential, however, the three
components of recycling-
collecting, remanufacturing, and
purchasing recycled products—must
be in balance. This balance is
illustrated by the universal symbol of
recycling, the "chasing arrows."

             The first arrow
              represents the
(  \   \  ^ collection of
\~   I/   f materials for
   	^—    recycling, which
has  grown dramatically since the
early 1980s. The other two sides
of the recycling equation,
however—the remanufacturing of
new products and the purchasing
^-V'
                                       Recycling Versus Waste
                                       DisposaL
                                       remain
                                       (ONI
                                       the waste landfilled. ILSR found
                                        i
                                     :  that for a city of one million
                                           V"
                                       residents, a single mill
                                       processing 100,000 tons of ONP
                                                               up to
                                                      ',. &, r*. .
                                       $57 million in
                                                          I cost t|ie
                                       city |4 million In disposal costs
                                       annually (assuming an average
                                       tipping fee of $40 per ton).
of these products by consumers—
are only beginning to match the
strength of the collection side of
recycling.  Since sustainable
recycling hinges on turning
collected materials into new
products, and on selling these
products to consumers, expanding
the processing and remanufacturing
capacity of recycling businesses is
critical.  This process is known as
market development.

-------
 Making Market
 Development Work
        To further the development
        of recycling markets, EPA
        created a strategy called
 Recycling Means Bus/ness.  EPA
 interviewed over 150 individuals
 from governments, businesses, and
 nonprofit organizations to identify
 real and potential market
 development issues that affect
 sustainable recycling.  Using this
 information. Recycling Means
 Business aims to:
The Importance of Market
Development
Market development is the key to
unleashing the economic potential of
the recycling industry.  Market
development includes:
* Starting new recycling-based
   businesses.
* Expanding existing businesses
   and increasing revenues.
• Creating new jobs and adding
   wages,
• Expanding the local tax base.
* Making additional capital
   available to firms for growth.
Market Development's
Key Players
Recycling Means Business
fosters the development of
recycling-based businesses.
It provides a national forum to
build markets by facilitating the
efforts of:
 •  State, tribal, and local
   governments
 •  Private sector entities
 •  Other federal agencies
 •  Nonprofit groups
 •  Educational institutions
 •  Individuals
•  Support and sustain the link
   between increased market
   capacity and sustainable
   economic growth.

•  Leverage federal resources and
   build federal partnerships for
   market development.

•  Develop infrastructures that
   support markets for recyclables
   and recycled products.

Together, these goals form a
"greenprmt" to help ensure markets
for environmentally sound and
economically sustainable recycling.

-------
Linking                     and

Economic Growth

Recycling Means Business fosters
interaction and coordination
among economic development
professionals, financial institutions,
and recycling businesses. It is
critical that these groups work in
partnership to ensure that recycling
fulfills its potential for job creation
and economic revitalization.
Recycling Means Business
addresses the need to provide
marketing, technical, and financial
assistance to recycling businesses,
and to promote the use of
recovered materials.

State  and local economic
development programs can be
instrumental in championing and
coordinating recycling projects
within their jurisdictions. These
programs serve as catalysts for
recycling businesses by encouraging
banks, investment groups, small
business lenders, and  others within
the financial community to identify
and help fund recycling ventures.
They also help new recycling
businesses seek out and acquire the
capital and  other resources they
need to be successful.

Through Recycling Means Business,
EPA is building the capacity of
those groups that provide capital
and information to budding
recycling businesses.
Bringing Together

and Recycling G
EPA's Jobs Through Recycling
initiative is one part of the
Recycling Means Business
strategy. Jobs Through Recycling
was launched to:
* Expand local and regional
   markets tar recycled materials.
                   iic
 * Create jobs In recycling-related


Recognizing that recycling can be
an important part of their '
economic development strategy, .
communities across the country

-------
For example, EPA established four
Recycling and Reuse Business
Assistance Centers (RBACs) and nine
Recycling Economic Development
Advocate (REDA) positions to help
recycling businesses gain access to
information and markets. These
RBACs and REDAs inform manu-
facturers about the economic
benefits of using  recycled feedstocks,
finding these materials, and
switching from virgin-based raw
materials.  These programs also help
individual companies learn how to
assess the equipment and process
modifications necessary to convert
from virgin to recycled feedstocks.
They also are helping companies
locate sources of high-quality
recovered materials and perform
cost analyses to help determine
when they might begin saving
money from switching to these
materials.

Industry also is taking action.  Start-
up recycling businesses, with hard
work and assistance from the
growing number of economic
development programs, are making
the collection and  remanufacture of
recovered materials a reality. Other
companies are reaching out within
the business community for
information and assistance on
collecting their recyclable materials
and finding ways to use recycled
products in their service and
manufacturing processes.
Leveraging Federal Resources

Recycling Means Business recognizes
and uses the federal government's
ability to  stimulate recycling market
development. With its significant
purchasing power, federal procure-
ment alone represents about 8
percent of the nation's Gross
Domestic Product.  Aggressive buy-
recycled policies by federal agencies
help to generate critical markets for
recycled products.

Procurement, however, is just one
part of market development. Many
federal agencies—from the
Department of Commerce to the
Small  Business Administration—have
experience in job creation, business
assistance, community economic
development, and technology
development. EPA and other
agencies together can facilitate the
dissemination of this knowledge
throughout industry, thereby building
and strengthening recycling markets.


Building a Recycling
Infrastructure

Just as building a house requires a
strong infrastructure—a solid
foundation, a framework for
supporting the walls and  roof, and
connections such as electricity and
clean  water—sustainable recycling

-------
     feds         la
                                            on
                                                Order
                                    tablish recycling
                                    i '
                                   Whenever
                                     as developed the ',
                                jcurement of Products
                                    (and the
                             J$ Advisory Notice
       }.  The CP6 lists currently available items made
from recovered materials.  Other federal agencies can  :
refer to these resources for recycled products.

The federal contribution also includes entering into
partnerships with other organizations to help build
recycling markets. For example, to help companies
acquire specific information about using recovered
feedstocks, the National Institute of Standards and
Technology (NIST, a division of the U.S. Department of
Commerce), Washington State's Clean Washington
Center, and the National Recycling Coalition (NRC)
created the Recycling Technology Assistance Project
(ReTAP). ReTAP has two distinct missions: (1) to provide
direct technical assistance to companies interested in
switching to recycled materials in plant operations, and
(2) to disseminate recycling technology information
across the country. With funding support from EPA,
ReTAP offers such services as identifying and resolving
recycled product manufacturing difficulties and
{identifying potential end uses for recycled products.

-------
Structures for Sustainable Recycling

EPA's Recycling Means Business strategy was designed
to build on efforts already under way to develop the
foundation of recycling. One such project is the
establishment of an exchange for buying and selling
recovered materials in the mecca of commodity
markets—the Chicago Board of Trade (CBOT). The
Chicago Board of Trade Recycling Partnership was
created by the New York State Office of Recycling
Market Development, the National Recycling Coalition
(NRC), Clean Washington Center, EPA, and CBOT itself
to provide a formal recovered materials market
exchange.  This new recycling market is helping to
remove uncertainties over recovered materials' price
and availability. The exchange also is helping minimize
concerns over the quality of recycled feedstocks
through standardized inspection procedures and a
neutral process for settling trade disputes.

To encourage businesses to adopt or expand buy-
recycled programs, EPA also created its WasteWi$e
program. In addition to implementing recycling
collections and adopting waste prevention activities,
corporations that join the program agree to increase
their purchase and/or manufacture of recycled products.
By increasing the demand for recovered materials, the
hundreds of corporations that have joined WasteWiSe
are poised to make a major contribution to the
development of a recycling infrastructure.

-------
also depends on developing a basic
infrastructure.  This infrastructure
includes elements such as:
 » Networks of information
   supporting markets for recyclable
   materials and recycled products.

 • Links between buyers and sellers.

 » Established consumer demand for
   recycled  products.

This nationwide base is critical for
sustainable recycling.  Recycling
Means Bus/ness helps to support and
expand this foundation.  Recycling
Means Business is helping improve
existing market development
programs, provide opportunities for
information exchange, and promote
recycled products procurement in
both the public and private sectors.

Recovered Materials Market Capacity Growth
in Minnesota 1087 to 1193
  Market
  Development:
  2000  and Beyond
  R
c
o
Q.
03
O
                    11987
                    H993
                  Total 1987 capacity: 5.3 million tons
                  Total 1993 capacity: 15 million tons
                   ONP
        ecyc/ing Means Business
        provides focus and guidance
        for EPA's growing market
development activities. At the same
time, it serves as a "greenprint" to
help organize the market develop^
ment efforts of governments,
businesses, and nonprofit
organizations. As these efforts take
root and our economy moves toward
a greater use of recovered  raw
materials, EPA will monitor Recycling
Means Business trends closely to
ensure its continuing effectiveness.
             In particular, EPA will
             continue to study the
             market development
	r^_   needs of the recycling
       fjt    business community.
       f«    Soliciting feedback
       V,'iJS:
       «|    will remain an
             important part of the
             process.  In this way,
             EPA can maintain the
             collaborative spirit
             under which this
             strategy was drafted,
             identify emerging
             market development
             issues, and design
             new projects to meet
             these challenges.
         11
         1
	I
                                  ft

-------
 More Studies Link He cycling and Jobs
 A series of studies examining the emerging recycling
 industry has found that recycling is having a major impact
 on job creation in local and state economies.  For example,
 in a recent report entitled California Recycling Means
 California Jobs: A Library of Facts, the Californians Against
 Waste Foundation reported that recycling businesses in the
 state employ about  18,000 residents.  Small business
 manufacturers, who have entered the recycling market in
 response to the state laws encouraging recycling and the
 steady growth in recycling collections,  are accounting for
 much of this growth. The report also predicts  a continu-
 ation of this trend. About 45,000 recycling jobs are
 expected by the year 2000, over 20,000 of which should
 come from the manufacturing sector.

 In Philadelphia, city planners decided to conduct a multi-
year study to gauge recycling's impact on the economy of
the metropolitan Philadelphia area.  The city gathered
baseline  data in 1991, finding that the potential existed for
665 jobs from recycling (based on the  city's count of 35
companies that had started up, were intending to start up,
or had expanded since  1986).  By 1992, the city found that

Recycling  Employment in Washington State ny Commodity:
Jobs Created Since 1989
 Paper•
1,300
tiass^i j Other (-Plastic r Compos! .-- Metal
 10 I | 90  I 100   140   /  410
                                   1°89:

                                 2,050

-------
25 of the 35 original companies were operating, providing
a total of 599 jobs—over 90 percent of the potential
maximum. Moreover, in 1992, businesses that had not
been in operation or were missed  in 1991 generated  134
additional jobs for Philadelphia-area residents.  AH together,
the city found that 733 jobs had been created in
Philadelphia's recycling industry since  1986.

Number of Recycling Jobs in the Northeast, by State
                                    40,893
40,000
30,000
20.000
 10.000
    0
         Total number of recycling ji bs
         in the region: 103,413
                                21,792
                            12,549
                    9,824
                8,112
        4,261
            1,282
                        2,583
                                          378
                                              1,739
        CT  DE   ME  MA  NH  NJ   NY  PA  Rl    VT
Source. Roy F. Westoi, 1994, for the Northeast Recycling Council

The North Carolina Office of Waste Reduction also found
that recycling is a major source of employment, according
to its  report The  Impact of Recycling on Jobs in North
Carolina.  Recycling industries have created over 8,700 jobs
in North Carolina.  And the study offers more important
evidence.  Using  its Recycling Jobs Model, the report found
that these kinds of job gains can far outnumber those jobs
lost in other industries.  For every  100 recycling jobs
created, according  to the report, just 10 jobs were lost in
the solid waste industry, and three jobs were lost in the
timber harvesting industry.

-------
Value Mded by Recycling in Massachusetts*
            Value Added
            by Processors
   Value Added
   by Manufacturers
Material
Paper
Plastic
Glass
Metals
Compost
Subtotal
(in dollars)
42,909,000
2,891,000
2,429,000
44,022,000
0
92,251,000
(in dollars)
475,307,000
58,000
20,010,000
3,000
400,000
495,778,000
TOTAL VALUE ADDED
BY MANUFACTURING SECTORS:
$588,029,000
'•Estimates do not include semiprecious or precious metals, auto scrap, mill
scrap portion of tonnage from nonrecycled materials, or value added after
manufacture (e.g., intellectual property, paperboard made into games, etc.).
No avoided disposal costs have been figured into this analysis.

-------
EPA Resource  Centers
The following clearinghouses, dockets,
and hotlines stock up-to-date recycling
information.

Public Information Center (PIC)
U.S. Environmental Protection Agency
Public Information Center (3404)
401 M Street, SW.
Washington, DC 20460
phone:  202 260-7751
fax: 202 260-6257
Serves as the primary point of contact between
EPA and the public. Refers calls and letters to
the appropriate sources for technical information,
and distributes a variety of general-interest items.
RCRA Information Center (RIC)
RCRA Information Center (RIC)
U.S. Environmental Protection Agency
Office of Solid Waste (5305W)
401 M Street, SW.
Washington, DC 20460
phone:  202 260-9327
fax:  202 260-4937
Holds and provides public access to all
regulatory materials on solid waste and
distributes technical and nontechnical
information on solid waste.
RCRA/Superfund/OUST Hotline
RCRA/SF/OUST Hotline
 1725 Jefferson Davis Highway
Arlington, VA  22202
phone:  800 424-9346 (outside
Washington, DC metropolitan  area)
within Washington, DC: 703 412-9810
fax:  703 486-3333
Answers questions on matters related to solid
waste, hazardous waste, or underground
storage tanks. Also can be used to find and
order EPA publications.
Pollution Prevention Information
Clearinghouse (PPIC)
PPIC (3404)
401 M Street, SW.
Washington, DC 20460
phone:  202 260-1023
fax: 202 260-0178
Provides a library and an electronic bulletin
board (accessible by any PC equipped with a
modem) dedicated to information on pollution
prevention.
Environmental Financing
Information Network (EFIN)
U.S. Environmental Protection Agency
EFIN (3304)
401 M Street, SW.
Washington, DC 20460
phone:  202 260-0420
fax: 202 260-0710
Provides an on-line computer database
containing abstracts of publications and a
network of public financing and environmental
program experts.  Help using the database is
available.
Small Business Ombudsman
Clearinghouse/Hotline
U.S. Environmental Protection Agency
Small Business Ombudsman (1230C)
401 M Street, SW.
Washington, DC  20460
phone:  800 368-5888
fax:  703 305-6462
Helps private citizens, small businesses, and
smaller communities with questions on all
program aspects within EPA.

-------
Solid Waste Assistance Program
(SWAP)
SWANA
Solid Waste Assistance Program
Post Office Box 7219
Silver Spring, MD 20907
800 677-9424
Collects and distributes current municipal solid
waste information.
EPA Main Library
U.S. Environmental Protection Agency
Headquarters Library (3404)
401 M Street, SW. Room 2904
Washington, DC 20460
202 260-5921 or 5922
Maintains environmental reference materials for
EPA staff and the general public, including
books, journals, abstracts, newsletters,
newspapers, and audiovisual materials
generated by government agencies and the
private sector. Also provides access to on-line
computer services, bulletin boards, and CD-
ROM systems.
EPA  Regional  Offices
EPA's ten regional offices can offer
further information on recycling.
Region 1
Connecticut, Maine, Massachusetts,
New Hampshire, Rhode Island, Vermont
JFK Building
One Congress Street
Boston, MA 02203
Library: 617 565-3298

Waste Management Division
Mail Code: HAA-CAN2
617 573-5700

Region 2
New Jersey, New York, Puerto Rico,
Virgin islands
Javitz Building
290 Broadway
New York, NY  10007
Library: 212 637-3010

Hazardous Waste and Solid Waste
Programs  Branch
Mail Code: 2AWMD
212 637-4100
 Region 3
 Delaware, District of Columbia, Maryland,
 Pennsylvania, Virginia, West Virginia
 841 Chestnut Street
 Philadelphia, PA  19107
 Library:  215 597-6633

 Hazardous Waste Management
 Division
 Mail Code:  3HW53
 215 597-8181

 Region 4
 Alabama, Florida, Georgia, Kentucky,
 Mississippi, North Carolina, South Carolina,
 Tennessee
 345 Courtland Street, NE
 Atlanta, GA  30365
 Library:  404 347-4216

 Waste Management Division
 Mail Code:  4WD-RCRA
 404 347-3454

-------
Region 5
Illinois. Indiana, Michigan, Minnesota, Ohio,
Wisconsin
11 West Jackson Blvd.
Chicago, IL 60604-3507
Library:  312 886-9906

Waste Management Division
Mail Code: HS-6J
312  886-7579

Region 6
Arkansas, Louisiana, New Mexico, Oklahoma,
Texas
First Interstate Bank Tower
 1445 Ross Avenue, Suite 1200
Dallas,  IX  75202-2733
Library: 214 665-6424

Hazardous Waste Management
Division
Mail Code:  6HHW
214 665-6701

Region 7
Iowa, Kansas, Missouri, Nebraska
 726 Minnesota Avenue
 Kansas City, KS  66101
 Library: 913 551-7358

 Waste Management Division
 Mail Code:  SUPR
 913 551-7050
Region 8
Colorado, Montana, North Dakota,
South Dakota, Utah, Wyoming
999 18th Street, Suite 500
Denver, CO 80202-2405

Hazardous Waste Management
Division
Mail Code:  HWM-HW
303 293-1720

Region 9
Arizona, Caiifornia, Hawaii, Nevada,
American Samoa, Guam
75 Hawthorne Street
San Francisco, CA 94105
Library:  415 744-1510

Hazardous Waste Management
Division
Mail Code: H-1
415 744-1730

Region  10
Alaska, Idaho, Oregon, Washington
 1200 Sixth Avenue
Seattle, WA  98101
Library: 206 553-1289

Hazardous Waste Division
Mail  Code: HW111
206  553-1296
 Accessing This Document on the Internet
 This document can be accessed on line
 using one of several Internet pathways:

 Through the World Wide Web: Access the home page
 at http//www.epa.gov. Select EPA Offices and
 Regions. Recycling Means Business is under the
 Office of Solid Waste directory.
 Through Gopher: Access the EPA Public Access
 Gopher at gopher.epa.gov. Select EPA Offices and
 Regions. Recycling Means Business is under the
 Office of Solid Waste directory.
 Through FTP: Go to the ftp.epa.gov server. Login as
 "anonymous" using your Internet address as the
 password. Recycling Means Business is located in
 /pub. All OSW files are in directories beginning with
 "OSW."
 This document is available at these sites as an Adobe
 Acrobat file (an electronic version containing both
 text and graphics).

-------
                         United States
                         Environmental Protection
                       Solid Waste and        EPA530-F-94-001
                       Emergency Response    June 1994
                       (5305)
v>EPA
Recycling Means Business:
EPA's Market Development Strategy
                  The three chasing arrows of the recycling logo portray a seemingly simple
           system.  Materials are collected out of the waste stream for recycling.  Next, they are
           processed and used to make new products.  Finally,, the purchase of recycled products
           closes the loop.  Recycling, however, is much more complex than the symbol indicates.
           At its core, recycling is about shifting to an environmentally-responsible manufacturing
           economy that conserves natural resources, energy, and disposal capcity.  For this shift
           to take place, numerous barriers must be addressed. For example:

 »• Recycling businesses  often lack ready access to technology, marketing information, and business
 development assistance.  In addition, recycling businesses are often perceived as risky  ventures by
 financiers unfamiliar with the recycling industry.

 > Many state and lo«al government market development  programs need mechanisms to coordinate
 their activities, share  information, and learn from each other's experiences.

 »• Government agencies and private sector entities often lack partnerships that would enable them to
 work cooperatively to build markets.

 » Manufacturers and distributors of recycled products often find it difficult to gain access to
 markets provided by large purchasers such as government agencies and large corporations.

 » Recycled products have not achieved widespread public acceptance due to a lack of performance
 history and general public awareness.

       Market Development, which is defined as the process of strengthening or expanding both
 intermediate and end-uses of materials collected for reuse or recycling, can mitigate these barriers
 while advancing  other national goals of the U.S. Environmental Protection Agency, such as:

          Harmonizing environmental protection with economic growth
          Preventing pollution and conserving natural resources and energy
          Enhancing the capacity of State, Tribal, and local government programs
          Promoting public-private partnerships and building government alliances
          Fostering technology development and transfer.
       In this Strategy, EPA is adopting three equally important Market Development goals that will
 guide the Agency's market development activities and leverage other resources outside EPA.

-------
                           EPA's Market Development Goals
1) SUPPORT AND STRENGTHEN THE LINK BETWEEN INCREASED MARKET CAPACITY AND
SUSTAINABLE ECONOMIC GROWTH.

Objectives:     Stimulate interaction and coordination among the economic development,
               financial, and recycling communities.
              promote the use of recycled feedstock by assisting recycling businesses.

Through leadership and advocacy, EPA can demonstrate that environmental protection and economic
prosperity are complementary pursuits. By implementing this goal, EPA trfW build bridges between the public
and private sectors, create and expand networks to provide processors and manufacturers with needed
assistance, and encourage them to use recycled feedstock.

2) LEVERAGE FEDERAL RESOURCES AND BUILD FEDERAL PARTNERSHIPS FOR MARKET
DEVELOPMENT.

Objectives:     Maximize Federal purchases of recycled products.
              Facilitate access to Federal information, research, and programs.
              Mobilize Federal  participation in market development.

Acting as a catalyst, EPA can demonstrate haw Federal agencies can further their primary missions while
Incorporating environmental protection goals. Achieving this goal will demonstrate how Federal agencies can
not only procure recycled products, but also participate in the strengthening of recycling infrastructure by
promoting resource efficient approaches and partnerships.

3) DEVELOP INFRASTRUCTURES THAT SUPPORT MARKETS TOR RECYCLABLES AND
RECYCLED PRODUCTS.

Objectives:     Strengthen State,  Tribal, and local government capabilities.
              faster the establishment and exchange of market development information.
              Maximize public  and private sector purchases of recycled products.

By helping to create, expand, and disseminate information about existing organizational infrastructures, EPA
can establish foundations for the  activities of other groups.  Through this goal, EPA will help improve
existing market development programs, provide opportunities Jar the exchange of information and lessons
learned, and promote Increased procurement of recycled products by the public and private sectors.


       These goals are the basis for EPA's internal market development Strategy  which will direct EPA
activities in fiscal years 1995-1996 and beyond.  I look forward to working'with the public and private
sectors to implement this Strategy which will promote the development  of mature recycling markets to
permanently  "close the recycling  loop.*
                                               Carol M. Browner
                                               EPA Administrator

-------
vvEPA
   United States
   Environmental Protection Agency
   (5305W)
   Washington, DC 20460
   Official Business
   Penalty for  Private Use
   $300

-------
Just keep examining every low
bid quoted for zinc etchings.

-------
                                                                                    Blinds & Shutters
                                                                                         Section 1200
1200-S-3 Machining and Joinery
In the absence of specifications, the following standards will apply. Where more than one method or material is listed for a Grade,
woodworkers will supply their choice from the alternatives.
Machining
Premium
Custom
Economy
Plant Machining Considerations
Shutter and Blind Sizing
Unless otherwise specified, units will be shipped full-width and full-height for field fitting.
Prefitting and premachining available from most AWI manufacturers.
Panel Retention Note: Regardless of method of retention, panels must have freedom and room to expand and contract in
reaction to ambient humidity changes.
Joinery and Assembly Considerations
Stiles, rails, & mullions
Solid lumber panels
Raised panel rims
Panel product centers
Applied mouldings
Joined with mortise and tenon, dowel or spline joinery, glued under pressure.
Moulded profiles (sticking) shall be at the option of the woodworker, unless full size details
are shown in bid documents. Involve your AWI woodworking professional in the design.
Not permitted
Mitered; splined or doweled
to panel body and glued under
pressure
Panel edge must be covered
by veneer or concealed by
moulding
Plant fastened; spot glued,
fine finish nailed, set, filled,
and sanded
Edge glued and planed/sanded
to thickness (up to 14")
Mitered; and glued to panel
body under pressure
Panel edge must be covered
by veneer or concealed by
moulding
Plant fastened; spot glued,
fine finish nailed
Edge glued and planed/sanded
to thickness (up to 28")
Mitered; and glued to panel
body under pressure
No edge treatment required
Plant fastened; spot glued,
fine finish nailed
Fixed Slat Detail Considerations
Rounded edge slats
Flat edge slats
Set in routed slot
Set in through dado slot,
moulding applied to rail faces
to cover dado
Set in routed slot
Set in through dado slot,
moulding applied to rail faces
to cover dado
Set in through dado slot
Set in through dado slot
Movable Slat Considerations (interior only)
Round or Flat edge slats
Pivot pins either metal or
wood dowels*. Vertical
control bar for interior slat
blinds connected to slats with
curved staples to allow
movement.
Pivot pins either metal or
wood dowels*. Vertical
control bar for interior slat
blinds connected to slats with
curved staples to allow
movement.
Pivot pins either metal or
wood dowels.* Vertical
control bar for interior slat
blinds connected to slats with
curved staples to allow
movement.
Edge Treatments of Stiles and Rails
Outside Square Edge:
solid lumber (top and
bottom not considered
exposed edges)
Inside Moulded Edge
All exposed
edges same
Mill option
species as
face
All exposed
edges same A ,.„
5 . Mill option
species as
face
Mill option Mill option
Permitted only in solid lumber. Profile must be capable of being coped without a feather edge.
NOTE: Site-applied mouldings are governed by Section 300 and Section 1700. The following applies to mouldings
contained wholly within an individual panel or used as rim or panel retention members.
Integral Applied Moulding: Acceptable with solid or veneered stiles and rails. Mouldings must be mitered. Mouldings must
be fastened to stile or rail (not to panel to permit movement), utilizing not more than two positioning nails.
Hardware Considerations
* Pivot pins for use in damp coastal areas shall be nylon, stainless steel or brass.
Operating hardware must be specified, as it dictates the details of the construction.
Unless specified, woodworking professional does not supply, machine for, or install operating hardware.
© 1999 Architectural Woodwork Institute - 7th Edition Quality Standards

-------