United States
Environmental Protection
Agency
                            Office of Water (4203)
                            Washington, D.C 20460
                            www.epa.gov/npdes
EPA833-R-01-004
December 2001
&EPA       Executive Summary
              Report to Congress
              on Implementation and Enforcement of the
              Combined Sewer Overflow Control Policy
     f
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Large photo in background: Part of large sewer separation project in Atlanta, Georgia. Atlanta s CSO Long Term Control Plan
includes partial sewer separation, additional peak flow storage, and collection system improvements.
Department of Public Works.

Top inset: Surcharging CSO on the beach in Atlantic City, New Jersey. Communities are working with New Jersey Department of
Environmental Protection to develop CSO control plans in context of watershed management plans.
Jersey Department of Public Works.

Second inset:Typical wastewater treatment plant. For many communities, wastewater treatment facilities are one of the most
expensive infrastructure assets.

Third inset: Installation of a new sewer tunnel in New Brunswick, New Jersey  part of a completed sewer separation project.
Photo courtesy of New Jersey Department of Public Works

Fourth inset: Sailboarding in Lake Michigan at Grand Haven, Michigan.
Office.

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         Executive  Summary
                        Report to Congress on
     Implementation and  Enforcement of the Combined
                   Sewer Overflow Control Policy
    I he U.S. Environmental
    Protection Agency (EPA or "the
    Agency") is transmitting this
Report to Congress on the progress
made by EPA, states, and
municipalities in implementing and
enforcing the Combined Sewer
Overflow (CSO) Control Policy signed
by the Administrator on April 11,
1994. This report is required by
Section 402(q)(3) of the Clean Water
Act (CWA).
Overview and Background

Why is EPA preparing this report?
   In the Consolidated Appropriations
   Act for Fiscal Year 2001, P.L. 106-
   554 (or "2000 amendments to the
CWA") Congress made several changes
to the CWA regarding CSOs,
including:

   Section 402(q) Combined Sewer
   Overflows

   (3) Report-Not later than
   September 1, 2001, the
   Administrator shall transmit to
   Congress a report on the progress
   made by EPA, states and
   municipalities in implementing
   and enforcing the CSO Control
   Policy.

This Executive Summary provides an
overview of this report and highlights
report findings, key program
challenges, and EPA actions and next
steps to ensure effective
implementation and enforcement of
the CSO Control Policy.

What are CSOs, and why are they a
problem?
As defined in the CSO Control Policy,
a combined sewer  system (CSS) is:

   A wastewater collection system
   owned by a state or municipality
   (as defined by Section 502(4) of
   the CWA) which conveys sanitary
   wastewaters (domestic, commercial
   and industrial wastewaters) and
   storm water through a single-pipe
   system to a publicly owned
   treatment works (POTW)...

Further, a CSO is defined as:
In this chapter:
Overview and Background
Report Findings
Key Program Challenges

EPA Actions and Next Steps
                                                                              ES-1

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Report to Congress on Implementation and Enforcement of the CSO Control Policy
                                         The discharge from a CSS at a
                                         point prior to the POTW...

                                     CSSs were among the earliest sewers
                                     built in the United States and
                                     continued to be built until the middle
                                     of the twentieth century. During
                                     precipitation events (e.g.,rainfall or
                                     snowmelt), the volume of sanitary
                                     wastewater and storm water runoff
                                     entering CSSs often exceeds
                                     conveyance capacity. Combined sewer
                                     systems are designed to overflow
                                     directly to surface waters when their
                                     design capacity is exceeded. Some
                                     CSOs occur infrequently; others, with
                                     every precipitation  event. Because
                                     CSOs contain raw sewage and
                                     contribute pathogens, solids, debris,
                                     and toxic pollutants to receiving
                                     waters, CSOs can create serious public
                                     health and water quality concerns.
                                     CSOs have caused or contributed to
                                     beach closures, shellfish bed closures,
                                     contamination of drinking water
                                     supplies, and other environmental and
                                     public health problems.

                                     What statutory and regulatory
                                     framework applies to CSOs?
                                     The CWA establishes national goals
                                     and requirements for maintaining and
                                     restoring the nation's waters. As point
                                     sources, CSOs are subject to the
                                     technology- and water quality-based
                                     requirements of the CWA. They are
                                     not, however, subject to the secondary
                                     treatment standards that apply to
                                     POTWs.

                                     In 1989, EPA initiated action to clarify
                                     requirements for CSOs through  the
                                     publication of the National CSO
                                     Control Strategy (54 FR 37370,
                                     September 8, 1989). As a result, states
                                     developed—and EPA approved—-state
CSO strategies. In 1992, a
management advisory group to EPA
recommended that the Agency begin a
dialogue with key stakeholders to
better define the CWA expectations
for controlling CSOs. A workgroup of
CSO stakeholders was assembled
during the summer of 1992. The
workgroup achieved a negotiated
dialogue that led to agreement on
many technical issues, but no
consensus on a policy framework.
Individuals from the workgroup
representing stakeholder groups met
in October 1992 and developed a
framework document for CSO control
that served as the basis for portions of
the draft CSO Control Policy issued
for public comment in January 1993.
With extensive and documented
stakeholder support, EPA issued the
final CSO Control Policy on April  19,
1994 (59 FR 18688). When the CSO
Control Policy was released, many
stakeholders, key members of
Congress, and EPA advocated that it
be endorsed in the CWA to ensure its
full implementation.

In the Consolidated Appropriations
Act for Fiscal Year 2001, P.L. 106-554,
Congress also stated that:

    ...each permit, order or decree
    issued pursuant to this Act after
    the date of enactment of this
    subsection for a discharge from a
    municipal combined storm and
    sanitary sewer shall conform to the
    CSO Control Policy signed by the
    Administrator on April 11, 1994.

In addition, Congress required
preparation of a second report to
Congress by December 2003. The
second report will summarize the
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                                                                                             Executive Summary
extent of human health and
environmental impacts from CSOs
and sanitary sewer overflows (SSOs),
quantify and characterize resources
spent by municipalities to address
these impacts, and evaluate the
technologies used by municipalities to
control  overflows. EPA collected data
during the preparation of this first
report in anticipation of preparing the
second report.

What is the CSO Control Policy?
The CSO Control Policy "represents a
comprehensive national strategy to
ensure that municipalities, permitting
authorities, water quality standards
authorities and the public engage in a
comprehensive and coordinated effort
to achieve cost effective CSO controls
that ultimately meet appropriate
health and environmental objectives."
In 1994, EPA estimated that the cost of
CSO control, consistent with the CSO
Control Policy, would be $40 billion.
In the 1996 Clean Water Needs Survey
Report to Congress (EPA, 1997b), EPA
estimated the cost to  be $44.7 billion
(1996 dollars).

The CSO Control Policy established
four key principles to guide CSO
planning decisions by municipalities,
NPDES  authorities, and water quality
standards authorities:

1.  Providing clear levels of control
    that would be presumed to meet
    appropriate health and
    environmental objectives.

2.  Providing sufficient flexibility to
    municipalities, especially
    financially disadvantaged
    communities, to consider the site-
    specific nature of CSOs and to
    determine the most cost-effective
    means of reducing pollutants and
    meeting CWA objectives and
    requirements.

3.  Allowing a phased approach to
    implementation of CSO controls
    considering a community's
    financial capability.

4.  Reviewing and revising, as
    appropriate, water quality
    standards and their
    implementation procedures when
    developing CSO control plans to
    reflect the site-specific wet weather
    impacts of CSOs.

The CSO Control Policy expected that
NPDES permits or other enforceable
mechanisms would require CSO
communities to implement nine
minimum technology-based controls
(the "nine minimum controls" or
NMC) by January 1, 1997, and to
develop CSO long-term control plans
(LTCPs). The LTCP must assess a
range of control options, including
costs and benefits, and lead to
selection of an alternative that would
achieve appropriate water quality
objectives and compliance with the
CWA. Once the NPDES authority and
CSO community reached agreement
on an LTCP, the CSO community
would design and construct the CSO
controls as soon as practicable.

What methodology did EPA use for
this Report to Congress?
The basic study approach for this
report was to collect data and report
on implementation and enforcement
activities across EPA headquarters and
the nine EPA regions and 32 states
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Report to Congress on Implementation and Enforcement of the CSO Control Policy
                                     known to have CSO communities
                                     within their jurisdictions. This
                                     entailed:

                                        Reviewing existing information in
                                        state and EPA permit and
                                        enforcement files, and federal data
                                        bases.

                                        Performing a literature search on
                                        policy, technology, and
                                        environmental data.

                                     •  Using modeling projections in
                                        certain cases.

                                        Conducting site visits to five EPA
                                        Regions and 16 states in which
                                        more than 90 percent of the
                                        nation's CSSs are located.

                                     •  Developing 15 CSO community
                                        case studies.

                                        Reviewing data from surveys
                                        conducted by the Association of
                                        Metropolitan Sewerage Agencies
                                        (AMSA) and the CSO Partnership.

                                        Organizing a stakeholder
                                        discussion of the preliminary
                                        issues  and findings from the
                                        report at a meeting in Chicago,
                                        Illinois on July 12 and 13, 2001.

                                     These efforts have allowed the Agency
                                     to compile a data base of all CSO
                                     permits, prepare profiles of all state
                                     CSO programs, and identify and
                                     document data gaps. The
                                     methodology for this Report to
                                     Congress recognizes that the Report to
                                     Congress required in 2003 will focus
                                     on the extent of environmental and
                                     human health impacts, resources
                                     spent, and an evaluation of
                                     technologies for CSO control.
Report Findings
What are the overall findings of this
Report to Congress?
     Progress has been made in
     implementing and enforcing
     CSO controls prior to, and as a
result of, the 1994 CSO Control Policy.
Cities that have made substantial
progress and investments in CSO
control are realizing public health and
water quality benefits. The CSO
Control Policy provides a sound
approach to assess and implement cost
effective CSO controls that meet
appropriate environmental goals and
objectives and achieve CWA
compliance. It fosters and expects
significant involvement of the public
and the NPDES and water quality
standards authorities.

Although federal, state, and municipal
officials are involved in a broad range
of activities to regulate and control
CSOs, CSOs continue to pose a
serious environmental and public
health threat. Much remains to be
done to fully realize the objectives of
the CSO Control Policy and the CWA.
The CSO Control Policy provides an
appropriate framework for
communities to control CSOs. EPA
believes the codification of the CSO
Control Policy through the 2000
amendments to the CWA will focus
greater attention on implementation
of the CSO Control Policy.

EPA believes a number of factors have
affected the degree of implementation
of the CSO Control Policy, including
the lack of any statutory or regulatory
endorsement of the CSO Control
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                                                                                             Executive Summary
Policy from 1994 until December
2000, and competing priorities at the
federal, state and local level.

Below, EPA presents a summary ol the
key findings of this report, organized
along four central themes. These
themes are:

    A description of the status of
    CSOs in the United States.

    An overview of progress in
    implementing and enforcing the
    CSO Control Policy, examining
    key programmatic
    accomplishments at the federal
    and state levels, as well as
    municipal actions to implement
    the technology-  and water quality-
    based controls.

    Early feedback on the nature and
    extent of environmental results
    stemming from CSO control.

    A review of remaining challenges
    in implementing and  enforcing
    the CSO Control Policy.

What is the status of CSOs in the
United States?
Today,  there are 772  CSO
communities with a  total of 9,471
CSOs that are identified and regulated
by 859 NPDES permits. Key attributes
of the CSO universe include:

    CSSs are found in 32 states
    (including the District of
    Columbia) and nine EPA Regions.
    They are regionally concentrated
    in older communities in the
    Northeast  and Great Lakes regions
    as shown in Figure ES.l.
CSSs are diverse, varying in
configuration, size, age, number
and location of outfalls. For
example:

I   Prior to CSO control, San
    Francisco estimated that CSO
    discharges from 43 combined
    sewer outfalls occurred
    approximately 58 times per
    year, with a total annual
    overflow volume of 7.5 billion
    gallons, discharging into Islais
    Creek, San Francisco Bay, and
    the Pacific Ocean. As a result
    of its CSO control program,
    San Francisco has eliminated
    seven outfalls and reduced
    total annual overflow volume
    by more than 80 percent.

I   In Bremerton, WA, prior to
    initiation of CSO control, the
    average annual CSO volume
    was more than 120 million
    gallons from 16 CSOs
    discharging into Puget Sound.
    As part of its CSO control
    program, Bremerton has
    eliminated three outfalls and
    reduced total annual overflow
    volume by nearly 70 percent.

Of the 772 CSO communities,
approximately 30 percent have
populations greater than 75,000,
and approximately 30 percent are
very small with total service
populations of less than 10,000.

EPA estimated in 1978 that there
were as many as 1,300 CSO
communities. Differences with
today's 772  CSO communities are
primarily attributable to the
improved inventory of CSO
Since implementing CSO controls, San
Francisco has reduced the number of CSO
events and pollutant loads by an average of
                                                                                                         ES-5

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      Report to Congress on Implementation and Enforcement of the CSO Control Policy
         Figure ES.1
              Distribution of CSO
            Permits by Region and
                  *  State

            i; CSOs are found throughout the
            U.S., but are most heavily
            concentrated in the Northeast and
            Great Lakes regions.
I
i
i_.
                            i

                   Total Permits: 859
                           Region 10

                                  1 1      Region 8
                                                  Region 5

                                              1 07 1 07
                                                                  93
                                                             52
                            AK OR WA
                                               IL  IN  Ml MN OH Wl
                                                                             Region 2

                                                                                 74
                                                                              31
I
          NJ NY
                                                                                       Region 1

                                                                                        44
                                                                                     '
              • o
                                                                                   5  i     5  3
                                                                                   •      I  |  «  f
     CT MA ME NH Rl VT
                                                                                             155
                                                                                                    58
                               CA

                           Region 9
                                        IA  KS MO NE

                                         Region 7
Region 4
DC DE MD PA VA WV

    Region 3
       ES-6

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                                                                                               Executive Summary
    permits developed for this report,
    completed sewer separation
    projects, and better differentiation
    between CSSs and separate sewer
    systems.

•  National projections of annual
    CSO discharges are estimated at
    1,260 billion gallons per year.

•  Available data indicate the
    following distribution in receiving
    waters for CSOs: 43 percent to
    rivers, 38 percent to streams, five
    percent to oceans, estuaries and
    bays, two percent to ponds/lakes,
    and 12 percent to other waters
    (ditches, canals, unclassified
    waters).

•  Uncontrolled CSOs continue to
    impair water quality in areas
    served by CSSs:

    I   According to EPAs 1998
       National Water Quality
       Inventory, CSOs are a source
       of impairment for 12 percent
       of assessed estuaries (in square
       miles) and two percent of
       assessed lakes (in shore miles)
       (EPA, 2000a).

    i   According to a state-by-state
       report of impaired waters
       listed under CWA Section
       303(d), less than one percent
       of the nearly 15,600 impaired
       water bodies in states with
       CSOs are impaired by CSOs.
       Further, approximately eight
       percent of the assessed water
       bodies are impaired by urban
       runoff (which may include
       CSOs). Appendix N provides a
       summary of the 303(d) listed
       waters.
I   The Natural Resources
    Defense Council (NRDC)
    reported in its 2000 Testing the
    Waters report that sewage
    spills and overflows accounted
    for 2,230 beach closings and
    advisories in 2000.  Sewage
    spills in the NRDC report
    include combined sewer
    overflows, sanitary sewer
    overflows, and breaks in sewer
    lines or septic systems
    (NRDC, 2001).

Localized impacts of uncontrolled
CSO discharges have been well
documented by some
communities. For example:

t   New York City reported that
    prior to CSO control, CSOs
    caused or contributed to
    shellfishing restrictions for
    more than 30,000 acres of
    shellfish beds. In 1998, New
    York City reported  that
    improvements to sewage
    treatment infrastructure and
    operations,  including CSO
    control, led to the lifting of
    shell-fishing restrictions.

t   The State of New Jersey
    reported that prior to CSO
    floatables control, CSOs
    caused or contributed to
    hundreds of days of ocean
    beach  closings each year. The
    control of floatables in CSOs
    and storm water discharges
    has reduced the average
    annual days of ocean beach
    closings by more than 95
    percent.
Fecal coliform concentrations in New York
Harbor have declined dramatically from the
early 1970s to the present. This
improvement is largely attributable to
abatement of raw sewage discharges
through the construction and expansion of
POTWs, elimination of illegal discharges, and
reduction of CSOs.
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Report to Congress on implementation and Enforcement of the CSO Control Policy
                                    What is the status of implementation
                                    and enforcement of the 1994 CSO
                                    Control Policy?
                                    There has been definitive progress
                                    implementing and enforcing CSO
                                    controls prior to, and as a result of, the
                                    CSO Control Policy, resulting in
                                    demonstrable environmental progress
                                    in some communities where CSO
                                    controls have been instituted. EPA,
                                    states, and municipalities all have
                                    played important  roles in advancing
                                    the CSO Control Policy.
                                    EPA Progress
                                    •i  EPA issued guidance, supported
                                        communication and outreach, and
                                        provided compliance assistance
                                        and some financial support for
                                        CSO control.

                                        EPA issued guidance on
                                        coordinating CSO LTCPs with
                                        water quality standards in 2001.

                                        EPA issued extensive technical
                                        and policy guidance documents to
                                        foster implementation of CSO
                                        controls dealing with the NMC,
                                        monitoring and modeling,
                                        financial capability, LTCPs, and
                                        permit writing and water quality
                                        standards reviews. EPA has
                                        sponsored and conducted more
                                        than 15 workshops and seminars
                                        on various aspects of
                                        implementation of the CSO
                                        Control Policy as well as other
                                        compliance assistance activities.
                                        Administrative and civil judicial
                                        actions have been used
                                        successfully together with
                                        permitting and compliance
                                        assistance activities to foster
                                        development and implementation
    of CSO controls. Many of the CSO
    communities that have made the
    most progress to date, including
    several of the largest
    municipalities in the United
    States, have done so as the result
    of enforcement actions.

•   EPA issued the Compliance and
    Enforcement Strategy for Combined
    Sewer Overflows and Sanitary
    Sewer Overflows in 2000.

State Progress
•   Most states have made efforts to
    regulate and control CSOs.
    NPDES authorities have done
    extensive work placing conditions
    for CSO control in permits. In
    total, 94 percent of CSO
    communities are required to
    control CSOs, either through a
    permit or an enforceable order.

•   All 32 states with CSSs developed
    CSO strategies in response to the
    National CSO Control Strategy.
    Most states have adopted the key
    provisions of the CSO Control
    Policy:

    I   27 require implementation of
       the NMC or a suite of best
       management practices (BMPs)
       that include or are analogous
       to the NMC.

       25 require development and
       implementation of LTCPs.

•   Most CSO communities are
    required to implement BMP
    measures to mitigate CSO-related
    impacts:
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                                                                                         Executive Summary
    94 percent of CSO permits
    require implementation of
    one or more BMPs.

I   86 percent of CSO permits
    have requirements to
    implement the NMC or a set
    of BMPs that includes or is
    analogous to the NMC.

    6 percent of CSO permits do
    not require any BMPs.

Imposition of permit or other
enforceable requirements for more
capital intensive CSO facility
planning (e.g., sewer separation or
underground storage) is less
extensive:

I   82 percent of CSO permits
    include enforceable
    requirements to develop and
    implement CSO facilities pi
Ian.
    65 percent of CSO permits
    contain requirements to
    develop and implement an
    LTCP.

    18 percent of CSO permits do
    not require CSO facilities
    planning.

Several states have addressed the
full range of programmatic
components (e.g., guidance,
compliance assistance,
communications and information
management, among others).
Other states, principally those
with fewer CSO communities,
have dealt with CSOs on a site-
specific basis.

Many states have provided
compliance assistance and most
include compliance monitoring of
CSOs in their NPDES inspections
programs. Many state strategies
have been updated since issuance
of the CSO Control Policy in
1994. Yet, state programs vary
widely in the approaches used to
implement the CSO Control
Policy.

Most states have not developed
separate, specific procedures for
coordinating the review of water
quality standards with LTCP
development. Some states have
approaches for considering water
quality standards for CSO
receiving waters. For example:

    Indiana passed legislation
    providing a mechanism
    whereby CSO communities
    may apply for a temporary
    suspension of state water
    quality standards when certain
    criteria are met.

i   Maine passed  legislation
    codifying standard procedures
    for providing variances for
    CSO receiving waters during
    the implementation of an
    approved LTCP.

    Massachusetts added a series
    of refined uses to its state
    water quality standards use
    classification system to
    address CSO-impacted waters.

f   Illinois' water  quality
    standards program framework
    presumes compliance with
    water quality standards upon
    the completed
    implementation of a CSO
    facility plan that meets the

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Report to Congress on Implementation and Enforcement of the CSO Control Policy
                                           criteria for the state-derived
                                           presumption approach.

                                        I   Michigan rules allow the use
                                           of alternate design flows (i.e.,
                                           alternate to 7Q10 low flows or
                                           95-percent exceedance flows)
                                           when determining water
                                           quality based requirements for
                                           intermittent wet weather
                                           discharges such as treated
                                           CSOs.

                                        I   New Hampshire has
                                           developed a surface water
                                           partial-use designation. A
                                           partial-use designation is
                                           made only if the community
                                           planning process and
                                           watershed planning efforts
                                           demonstrate that the
                                           allowance of minor CSO
                                           discharges is the most
                                           environmentally protective
                                           and cost-effective option
                                           available.

                                        At least 16 states have brought
                                        enforcement actions that have
                                        included CSO violations. The
                                        enforcement actions have
                                        primarily been administrative
                                        actions, such as administrative
                                        compliance orders.
                                    Municipal Progress
                                        Most CSO communities have
                                        documented CSO control through
                                        some combination of the NMC
                                        and other best management
                                        practices.

                                        I   77 percent of CSO
                                            communities have submitted
                                            documentation of
                                            implementation of one or
    more of the NMC to their
    NPDES authority.

I   32 percent have submitted
    documentation of
    implementation of all NMC.

A smaller number of CSO
communities have developed
LTCPs.

I   34 percent of CSO
    communities have submitted
    draft LTCPs to their NPDES
    authority.

•»   19 percent have had their
    LTCPs approved.

'9   17 percent have initiated
    implementation of LTCPs or
    other CSO facility plans.

I   87 CSO communities have
    substantially completed
    implementation of their
    LTCPs or other CSO control
    programs.

CSO communities with LTCPs
developed or approved are
pursuing attainment of water
quality standards in roughly equal
measure under three approaches —
demonstration, presumption, and
a combination of the
demonstration and presumption
approaches.

LTCPs indicate that CSO
communities are relying on a wide
range of technologies to address
CSOs including storage
(e.g.,tunnels), expanded treatment
capacity, sewer separation, and
improved conveyance. EPA will be
examining the environmental
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                                                                                            Executive Summary
    benefits of various CSO control
    technologies, including sewer
    separation, in the second Report
    to Congress in 2003.

What is the nature and extent of
environmental accomplishments
from CSO control?
EPA has seen some examples of
demonstrable public health and
environmental improvements in
communities that have made
substantial progress in controlling
CSOs. The second Report to Congress,
due in 2003, will focus on the
environmental and human health
impacts of CSOs and SSOs, the
resources spent by CSO communities
in controlling them, and an evaluation
of CSO technologies.  However, some
early insights into the environmental
gains from CSO controls are provided
so that Congress has some sense of the
return on federal, state and municipal
investments. The following
preliminary observations have been
made:

•  According to EPA's initial
    modeling estimates, CSO  controls
    have resulted in an estimated 12
    percent reduction of untreated
    CSO volume and pollutant
    loadings since 1994. EPA
    developed a preliminary model,
    GPRACSO, which estimates that
    since 1994, annual CSO volumes
    have decreased by 170 billion
    gallons per year. It also estimates
    that loadings of biochemical
    oxygen demand (BOD) have
    decreased by 125 million pounds
    per year.

®  The number of CSO communities
    documenting environmental
results from CSO control is
growing. EPA has identified a
number of notable CSO efforts in
which significant infrastructure
has been completed and
environmental improvements
noted. For example:

I  Prior to CSO control South
   Portland, Maine's 35 CSOs
   discharged approximately 100
   million gallons of combined
   sewer overflows each year to
   the Fore River and Casco Bay.
   As of 2001, South Portland
   has spent nearly $9 million on
   capital improvements in the
   CSS and invests another
   $350,000 annually on CSO-
   related operations  and
   maintenance activities. These
   expenditures have  resulted in
   the elimination of 25 of their
   35 CSOs, and an 80-percent
   reduction in the amount of
   untreated combined sewer
   overflows discharged from the
   CSS each year. The City of
   South Portland has been
   recognized by the Friends of
   Casco Bay for its efforts to
   control CSOs and the
   resulting positive impact on
   the Bay.

I  Prior to CSO control,
   Saginaw, Michigan's 36 CSOs
   discharged nearly 3 billion
   gallons of combined sewage
   each year to the Saginaw
   River. As of 2001, Saginaw has
   spent nearly $100 million on
   capital improvements in the
   CSS. These expenditures have
   resulted in the elimination of
   20 of 36 CSOs, and a
The City of South Portland has been
recognized by the Friends of Casco Bay
(shown here) for its positive impact on the
Bay.
                                                                                                       ES-11

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Report to Congress on Implementation and Enforcement of the CSO Control Policy
                                             75-percent reduction in the
                                             amount of combined sewage
                                             discharged from the CSS each
                                             year. The Saginaw River is
                                             now characterized by fishing
                                             periodicals as one of the top
                                             walleye fisheries in the
                                             country.
                                      Key Program Challenges

                                         In developing this Report to
                                         Congress, EPA identified several
                                         noteworthy challenges to CSO
                                      control in the United States. Each of
                                      these challenges, based on an overall
                                      synthesis of the report findings, is
                                      briefly described below.

                                      Financial Challenges
                                      When the CSO Control Policy was
                                      issued, EPA estimated the nationwide
                                      financial need to control CSOs,
                                      consistent with the CSO Control
                                      Policy, at $40 billion (in 1992 dollars).
               More recently, data from EPA's 1996
               Needs Survey sets national CSO needs
               at $44.7 billion (in 1996 dollars). CSO
               control costs will continue to be
               considerable, and EPA has received
               numerous requests from CSO
               communities for financial assistance,
               given mounting water and wastewater
               infrastructure costs and the resource-
               intensive nature of CSO controls. CSO
               LTCPs typically involve major
               infrastructure investments that must
               compete with other infrastructure
               needs. Respondents to the AMSA and
               CSO Partnership surveys reported that
               funding is the primary challenge in
               implementing LTCPs.

               CSO communities are using a
               combination of local funding sources,
               Clean Water State Revolving Fund
               (SRF) loans, state grants and loans,
               and, in special cases, line item
               congressional appropriations to fund
               CSO controls. EPA does not have data
               on the total extent of CSO spending.
    Figure ES.2
         SRF Loans for CSO
        Projects,! 988—2000

       SRF loans for CSO projects
       reached more than $245 million in
       1994 and began to rise again in
       1998, reaching more than $400
       million in 2000.This suggests that
       funding for the implementation of
       CSO controls lagged several years
       behind the issuances of the 1989
       Strategy and the 1994 Policy.
  L,
                                                                                                         $410.6m
                                      $272.8m
           $245.4m
$180.1m
                                                        $121.5m
      $ 169.5m
                 $ 190.4m
                                                   $14.6m
                                         $0
                                         1988  1989   1990  1991   1992   1993   1994  1995   1996   1997  1998   1999  2000
                      $168.1m
                                 $ 157.8m
                           $ 139.6m
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                                                                                            Executive Summary
Use of SRF Loans for CSO
Infrastructure Continues to Climb
   State use of the SRF to fund CSO
   control projects has increased
   steadily since 1990. As shown in
   Figure ES.2, CSO loans in 2000
   were the  highest ever, accounting
   for $411  million, or about 12
   percent, of total SRF assistance.
   SRF loans for CSO control totaled
   $2.08 billion from 1989 to 2000
   (about 5 percent of the total CSO
   need). States with the highest SRF
   spending levels for CSO control
   (typically driven by a few large
   projects) were Illinois, Michigan,
   New York, and California.

   Congress has appropriated specific
   CSO infrastructure  grants totaling
   over $600 million for 32 CSO
   communities since FY 1992.

Congress has shown some support for
additional funding for CSO control.
The 2000 amendments to the CWA
authorize EPA to provide grants to
CSO communities, either directly or
through states, for planning, design,
and construction of CSO and sanitary
sewer overflow (SSO) treatment. The
amendments also require EPA to
provide technical assistance and grants
to POTWs for watershed-based
management of CSOs, SSOs, and
storm water discharges. The EPA
Administration requested $450 million
for this program in its FY 2002
budget. To date, however, Congress
has not appropriated funds for these
grant programs.
Water Quality Standards Review
The CSO Control Policy anticipated
that development of LTCPs would be
coordinated with the review and
revision, as appropriate, of water
quality standards. Many reasons,
including institutional barriers, exist
for the lack of coordination in the
LTCP development and water quality
standards review processes. States cite
public pressure to maintain their
water quality standards, EPA
requirements  for development of a
 use attainability analysis  (UAA)
prior to revising a state water quality
standard, and the lack of water quality
monitoring data that could be used to
justify water quality standards
revisions. During EPA-srjonsored
listening sessions held in the spring of
1999, designed to support
development of guidance for
coordinating CSO LTCPs and water
quality standards reviews, many
participants expressed concern about
the complexity of the process for
revising water quality standards.

Among the changes in the 2000
amendments to the CWA, Congress
added Section 402 (q) to require
issuance of guidance to facilitate the
conduct of water quality and
designated use reviews for CSO
receiving waters by July 31, 2001. EPA
prepared a draft guidance for public
review and comment (66 FR 364,
January 3, 2001)  and issued the final
guidance on August 2, 2001.
Information Management and
Performance Measurement
                                      This Report to Congress relied
                                      extensively on an assessment of CSO
                                      information that resides in EPA and
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Report to Congress on Implementation and Enforcement of the CSO Control Policy
                                    state files. EPA believes that this
                                    additional information on progress in
                                    implementing CSO controls and
                                    derived water quality benefits exists at
                                    the community level. EPA was
                                    hindered by the lack of a national data
                                    system for comprehensively evaluating
                                    the implementation and effectiveness
                                    of the CSO program, and by the lack
                                    of clear, national performance
                                    measures in place to assess the
                                    effectiveness of CSO control efforts on
                                    a national basis.
                                    EPA Actions and Next Steps

                                    What actions will EPA take to
                                    improve implementation and
                                    enforcement of the CSO Control
                                    Policy?
                                           Despite significant efforts and
                                           progress by EPA, states, and
                                           CSO communities to
                                    implement CSO controls, more work
                                    remains to ensure that human health
                                    and the environment are adequately
                                    protected from CSOs. The 1994 CSO
                                    Control Policy provides a sound and
                                    appropriate framework for developing
                                    and implementing cost-effective CSO
                                    controls. With the codification of the
                                    CSO Control Policy in the 2000
                                    amendments to the CWA, EPA will
                                    continue to work in partnership with
                                    the states to address remaining CSO
                                    issues. EPA will work aggressively with
                                    NPDES authorities, water quality
                                    standards authorities, and CSO
                                    communities to implement and
                                    enforce the CSO Control Policy. Based
                                    on the  findings of this Report to
                                    Congress, EPA will  pursue a number
                                    of activities to ensure the continued
effective implementation and
enforcement of the CSO Control
Policy.
Ensure That All CSOs are
Appropriately Controlled
    Implement the shall conform
    statutory mandate.

    I   Begin efforts to implement
       new CWA Section 402(q)(l),
       which requires that future
       permits or other enforceable
       mechanisms for CSOs
       conform to the CSO Control
       Policy.

    Ensure all CSOs are covered by an
    NPDES permit or other
    enforceable mechanism.

    I   Follow up with NPDES
       authorities to ensure that
       NPDES permits or other
       enforceable mechanisms are
       issued as soon as possible for
       those CSO communities that
       have not yet been required to
       control CSOs. EPA will also
       work with the states to ensure
       that permits and enforcement
       actions (e.g.,orders, decrees)
       conform with the CSO
       Control Policy, as required by
       the 2000 amendments to the
       CWA.
Improve Implementation of the CSO
Control Policy
    Advocate CSO control on a
    watershed basis.

    4   Continue efforts to focus
        protection of water quality on
        a watershed scale, and support
        development of LTCPs on a
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                                                                                         Executive Sumrnan
    watershed basis. EPA will
    continue efforts to encourage
    integration of wet weather
    programs, including support
    to facilitate wet weather pilot
    projects as designated in the
    2000 CWA amendments.

Work with states to speed the
water quality standards review and
revision process.

I   Continue to work with states,
    communities, and
    constituency groups on
    coordinating the review and
    revision of water quality
    standards with development
    of LTCPs. EPA will establish a
    tracking system for water
    quality standards reviews on
    CSO receiving waters. EPA
    will also assess the need for
    additional guidance and tools
    to facilitate the water quality
    standards review process for
    all sources, including CSOs.

Strengthen CSO information
management.

I   Ensure that the Office of
    Water and the Office of
    Enforcement and Compliance
    Assurance coordinate
    information management and
    performance measurement
    activities to demonstrate the
    environmental outcomes and
    benefits of CSO control.

Improve compliance assistance
and enforcement.

I   CSOs will continue to be a
    national compliance and
    enforcement priority in fiscal
       years 2002 and 2003. EPA will
       work closely with NPDES
       authorities to target
       enforcement actions, where
       appropriate, to ensure
       compliance with the CSO
       requirements in NPDES
       permits or other enforceable
       mechanisms. In addition, EPA
       will develop and promote
       compliance assistance tools.

Initiate Efforts for 2003 Report to
Congress
•  Initiate efforts to define the scope
    and methodology for the second
    Report to Congress on efforts
    related to CSO controls. By
    December 2003, EPA is required
    to summarize the extent of human
    health and environmental impacts
    caused by CSOs and SSOs, report
    on the resources spent by
    municipalities to address these
    impacts, and evaluate the
    technologies used, including
    whether  sewer separation is
    environmentally preferred for all
    situations. EPA will build on CSO
    data collected for this report and
    develop a methodology for
    addressing the challenges of
    collecting and analyzing SSO data.
                                                                                                   ES-15

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