U.S. ENVIRONMENTAL PROTECTION AGENCY OFFICE OF INSPECTOR GENERAL Briefing Report: Review of EPA's Process to Release Information Under the Freedom of Information Act Report No. 14-P-0262 May 16, 2014 ------- Report Contributors: Patrick Gilbride Randy Holthaus Raul Adrian Todd Goldman Kevin Lawrence Lori Ruk Abbreviations CFR Code of Federal Regulations EPA U.S. Environmental Protection Agency FOIA Freedom of Information Act FY Fiscal Year OARM Office of Administration and Resources Management OEI Office of Environmental Information OGC Office of General Counsel OIG Office of Inspector General OMB Office of Management and Budget ORD Office of Research and Development OSWER Office of Solid Waste and Emergency Response OW Office of Water Hotline To report fraud, waste or abuse, contact us through one of the following methods: email: OIG Hotline@epa.aov phone: 1-888-546-8740 fax: 1-202-566-2599 online: http://www.epa.aov/oia/hotline.htm write: EPA Inspector General Hotline 1200 Pennsylvania Avenue, NW Mailcode 2431T Washington, DC 20460 Suggestions for Audits or Evaluations To make suggestions for audits or evaluations, contact us through one of the following methods: email: OIG WEBCOMMENTS@epa.gov phone: 1-202-566-2391 fax: 1-202-566-2599 online: http://www.epa.g0v/0ig/c0ntact.html#Full Info write: EPA Inspector General 1200 Pennsylvania Avenue, NW Mailcode 241OT Washington, DC 20460 ------- ^tDsx * O \ I® * U.S. Environmental Protection Agency Office of Inspector General At a Glance 14-P-0262 May 16, 2014 Why We Did This Review In Office of Inspector General planning outreach we conducted with the U.S. Environmental Protection Agency (EPA) and congressional sources, they expressed concern about possible inconsistencies in how the EPA decides what information to release under the Freedom of Information Act (FOIA). In response, we conducted this review to determine how the EPA offices and regions decide what information to release under the FOIA. The FOIA is a law that governs public access to U.S. government records. FOIA carries a presumption of disclosure. This report addresses the following EPA theme: • Embracing EPA as a high performing organization. For further information, contact our public affairs office at (202) 566-2391. The full report is at: www.epa.aov/oia/reports/2014/ 20140516-14-P-0262.pdf Briefing Report: Review of EPA's Process to Reiease Information Under the Freedom of Information Act What We Found Each EPA region and headquarters office has processes for addressing FOIA requests. While the regional and headquarters' processes vary, they all lead to a decision to release or withhold information based on an evaluation of the request and the exemptions and exclusions prescribed in the FOIA. To ensure consistency in the processes used throughout the agency, the EPA's Office of Environmental Information approved agencywide Interim FOIA Procedures in September 2013, and plans to finalize them by the end of September 2014. During our review, we obtained and reviewed FOIA procedures from all 10 regions and four headquarters program offices, and found the following: • All offices, except one, had internal FOIA procedures in writing to varying degrees. For example, some procedures were still in draft or were dated prior to the EPA's implementation of its current online electronic system for processing FOIA requests—FOIAonline. In addition, some were detailed while others consisted of a basic flowchart or narrative description of the process. • Seven offices (three EPA regions and all four headquarters program offices reviewed) had procedures that were not consistent with the EPA's current interim FOIA procedures. Primarily, the procedures did not include language regarding the use of FOIAonline, or were silent or unclear regarding who has the authority to sign EPA letters responding to FOIA requests. Recommendations and Planned Agency Corrective Actions We recommend that the EPA Assistant Administrator for Environmental Information: (1) issue the final agency FOIA procedures by September 30, 2014; and (2) require that Senior Information Officials at each region and headquarters program office certify that their local FOIA procedures are consistent with the agency's final procedures by March 31, 2015. The EPA agreed with both of our recommendations, and its actions, when completed, will address the issues presented in this report. All recommendations are resolved. ------- ^tDSX . £ \ UNITED STATES ENVIRONMENTAL PROTECTION AGENCY < 9 | WASHINGTON, D.C. 20460 PRo^° THE INSPECTOR GENERAL May 16, 2014 MEMORANDUM SUBJECT: Briefing Report: Review of EPA's Process to Release Information Under the Freedom of Information Act Report No. 14-P-0262 FROM: Arthur A. Elkins Jr. TO: Renee Wynn, Acting Assistant Administrator and Chief Information Officer Office of Environmental Information This is a briefing report on the subject evaluation conducted by the Office of Inspector General of the U.S. Environmental Protection Agency (EPA). This report represents the opinion of the OIG and does not necessarily represent the final EPA position. In accordance with established audit-resolution procedures, EPA managers will make final determinations on matters in this report. Action Required You are not required to provide a written response to this final report because you agreed to all recommendations and provided corrective actions and planned completion dates that meet the intent of our recommendations. The recommendations remain open with corrective actions ongoing. Please update the EPA's Management Audit Tracking System as you complete the planned corrective actions for these recommendations and notify my staff if there is a significant change in the agreed-to corrective actions. We will post this report on our website at http://www.epa.gov/oig. If you or your staff have any questions regarding this report, please contact the Assistant Inspector General for Program Evaluation, Carolyn Copper, at (202) 566-0829 or copper.carolyn@epa.gov: or the Director, Patrick Gilbride, at (303) 312-6969 or gilbride.patrick@epa. gov. ------- U.S. Environmental Protection Agency Office of Inspector General Review of EPA's Process to Release Information Under the Freedom of Information Act ~ Report No. 14-P-0262 May 16, 2014 ------- Assignment Objective Our assignment objective was to determine how the U.S. Environmental Protection Agency (EPA) offices and regions decide what information to release under the Freedom of Information Act (FOIA). 14-P-0262 V OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Background ~ FOIA is a law governing public access to the U.S. government records. FOIA carries a presumption of disclosure. a At the EPA, the FOIA program is decentralized. The Agency FOIA Officer manages a small staff in headquarters, and each region and headquarters program office has a FOIA Coordinator and staff involved in processing FOIA requests on a full- or part-time basis. In most cases, the FOIA office will assign the request in FOIAonline to the primary FOIA Coordinator in the program or regional office believed to most likely house the majority of responsive records. ~ FOIAonline is the new online system the EPA uses for processing FOIA requests. The EPA introduced this system at the beginning of fiscal year (FY) 2013. The requirement to use FOIAonline to manage all FOIA requests did not become effective until June 28, 2013, through the interim FOIA policy. ~ The agency approved its Interim Procedures for Responding to Freedom of Information Act (FOIA) Requests on September 30, 2013. These procedures address statutory, regulatory, policy, procedural and processing requirements to be followed by all EPA organizations in responding to FOIA requests submitted to the EPA. The procedures must comprise the core of any office-specific response procedures that are developed and implemented in the EPA. ~ According to the Agency FOIA Officer, the interim policy and procedures are expected to become final by the end of FY 2014. At that time, regions and offices will have 6 more months (around March 2015) to establish office specific procedures that are consistent with the interim procedures. 14-P-0262 OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Background (continued) Table 1 shows that, between FYs 2010-2012, EPA received 30,221 FOiA requests. Of those, EPA partially or fully denied 2,182 requests (about 7.2 percent). Requests were fully denied in less than 1 percent of the cases. Table 1: Breakdown of FOIA requests received/denied (FYs 2010-2012) Fiscal year Requests Partial grants/ Full denials received partial denials (based on exemptions) 2012 9,689 609 (6.29%) 96 (0.99%) 2011 10,123 676 (6.68%) 94 (0.93%) 2010 10,409 607 (5.83%) 100 (0.96%) 3-Year Total 30,221 1,892 (6.26%) 290 (0.96%) Source: EPA FOIA Annual Reports. 14-P-0262 V OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Criteria ~ 5 LJ.S.C. § 552, Freedom of Information Act. The act identifies exemptions—categories of information that are not required to be released to a FOIA requestor because release would be harmful to governmental or private interests. The act also excludes certain information related to law enforcement and national security from the requirements of FOIA. See a list of the FOIA exemptions on the following slide. ~ 40 CFR, Part 2, Subpart A, Procedures for Disclosure of Records Under the Freedom of Information Act. This subpart contains the rules that the EPA follows in processing requests for records under the FOIA. ~ CIO 2157.0, Interim Freedom of Information Act (FOIA) Policy, June 28, 2013. "All FOIA requests received at the EPA will be managed throughout their life cycle in FOIAonline, the Agency's new FOIA processing and records repository tool. All records provided by the EPA in response to a FOIA request must be entered into FOIAonline unless subject to special handling requirements or policies." ~ CIO 2157-P-01 -0, Interim Procedures For Responding To Freedom of Information Act (FOIA) Requests, September 30, 2013. These interim procedures provide basic instructions for responding to FOIA requests submitted to the EPA and must comprise the core of any office-specific FOIA response procedures that are developed and implemented in the EPA. 14-P-0262 OFFICE OF INSPECTOR GENERAL \ U.S. Environmental Protection Agency @EPAoig \ www.epa.gov/oig ------- Criteria (continued) FOIA Exemptions • Exemption 1: Classified national defense and foreign policy information. • Exemption 2: Internal personnel rules and practices of an agency. • Exemption 3: Information that is prohibited from disclosure by another federal law. • Exemption 4: Trade secrets and other confidential business information. • Exemption 5: Inter-agency or intra-agency communications that are protected by legal privileges. • Exemption 6: Information involving matters of personal privacy. • Exemption 7: Certain records or information compiled for law enforcement purposes. • Exemption 8: Information relating to the supervision of financial institutions. • Exemption 9: Geological information on wells. 14-P-0262 OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Scope & Methodology Reviewed key criteria (federal statute, regulations, arid EPA policies arid procedures). Reviewed prior U.S. Government Accountability Office and the EPA Office of Inspector General reports. Interviewed FOIA personnel at headquarters and Regions 4 and 6. The Agency FOIA Officer is located in headquarters, and we selected Regions 4 and 6 due to a large number of FOIA requests partially or fully denied in FY 2012 compared to other regions (Region 4), and senior managers having expressed concern about the FOIA process to the OIG prior to our review (Region 6). Selected and reviewed a sample of 33 requests that were fully or partially denied or appealed during FY 2013, as follows: R4 R6 HQ Total Sample size Partial denials 4 1 11 16 Full denials 2 2 3 7 Appeals 1 1 8 10 7 4 22 33| Universe Partial denials 78 23 218 319 Full denials 2 2 62 66 Appeals 3 6 159 168 83 31 439 553| V OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Scope & Methodology (continued) Selected and reviewed an additional sample of 12 requests that resulted in either full or partial denials and were received on or after July 1, 2013 (after the interim policy went into effect requiring full use of FOIAonline). o No requests resulting in a full denial were received in Regions 4 or 6 from July 1, 2013, to the date we selected our sample. Therefore, we selected two requests listed as partial denials for each region. o From headquarters, we selected four requests received on or after July 1, 2013, that were listed as full denials and four requests listed as partial denials. Requested and obtained FOIA procedures from all 10 regions and four headquarters program offices: Office of Administration and Resources Management (OARM), Office of Research and Development (ORD), Office of Solid Waste and Emergency Response (OSWER), and Office of Water (OW). We selected those four headquarters program offices for review because those offices, in their FY 2012 Federal Managers Financial Integrity Act submissions, made no mention of their FOIA programs. We reviewed existing procedures to determine whether they were consistent with the EPA's interim FOIA procedures. During FY 2013, the EPA's FOIA program underwent changes in its data tracking systems, policies and procedures. Some of these changes are not yet fully implemented. Therefore, we conducted limited testing of the effectiveness of EPA's FOIA process. We conducted our work from August 2013 to January 2014. 14-P-0262 OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Overall Results Each EPA region arid office has processes for addressing FOIA requests. While the regional and headquarters' processes vary, they all lead to a decision to release or withhold information based on an evaluation of the request and the exemptions and exclusions prescribed in the FOIA. Common elements of the regional and headquarters' processes include: ~ Ensure that the request is clearly stated and has sufficient contact information about the requester. ~ Assign the request to the appropriate individual who can effectively conduct the research on a given request. ~ Monitor the processing to ensure timely responses and/or extensions. ~ Coordinate with legal counsel as needed. ~ Communicate with the requester as needed. 14-P-0262 OFFICE OF INSPECTOR GENERAL \ U.S. Environmental Protection Agency @EPAoig \ www.epa.gov/oig ------- Overall Results (continued) ~ For requests received prior to July 2013 (when the interim FOIA policy was issued), we identified some minor input errors in FOIAonline and cases where documentation was not uploaded into the system. For requests received on or after July 1, 2013, we did not find any instances where required documentation was missing. ~ All 10 regions and three of the four headquarters program offices we sampled had FOIA procedures in writing, to varying degrees. Some procedures were still in draft or dated prior to the implementation of FOIAonline. Some were detailed while others simply included a flow chart or a narrative description of the process. ~ Seven of the 14 regional and headquarters offices we reviewed had procedures that were not consistent with the EPA's interim procedures. The table in the next slide shows a detailed breakdown of whether regions and offices had formal procedures and whether the procedures were consistent with the EPA's interim procedures. 14-P-0262 OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Region/office FOIA procedures documented FOIA procedures signed/ approved Consistent with FOIA interim procedures? Yes = 13; No = 1 Yes = 3; No = 11 Yes = 7; No = 7 Region 1 YES YES YES Region 2 YES NO YES Region 3 YES YES NO Region 4 YES NO YES Region 5 YES NO YES Region 6 YES YES NO Region 7 YES NO NO Region 8 YES NO YES Region 9 YES NO YES Region 10 YES NO YES OARM YES NO NO ORD YES NO NO OSWER YES NO NO OW NO NO NO Note: For purposes of our review, procedures had to incorporate information about FOIAonline to be considered consistent with the EPA's interim FOIA procedures. 14-P-0262 V OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Conclusions ~ The EPA does not plan to finalize its FOIA policy and procedures until the end of FY 2014. During this period of transition, the EPA should make it clear that regions and offices should be following the agency's FOIA interim procedures. ~ The EPA will require regions and program offices to develop internal FOIA procedures that are consistent with the new final agency procedures. Based on a timeframe negotiated within the EPA by the Office of General Counsel and all Regional Counsels, the EPA plans to give regions and program offices 6 months from the date when the interim procedures are finalized to comply with this requirement. At that point, the EPA must ensure accountability by requiring that each region and program office certifies that their local procedures are consistent with the final agency procedures. While it will be about another year before regions and offices will be required to have documented procedures in place that are consistent with national procedures, the EPA should encourage regions and offices to address any inconsistencies before then. 14-P-0262 OFFICE OF INSPECTOR GENERAL \ U.S. Environmental Protection Agency @EPAoig \ www.epa.gov/oig ------- Recommendations We recommend that the EPA Assistant Administrator for Environmental Information: (1) Issue the final agency FOIA procedures by September 30, 2014. (2) Require that Senior Information Officials at each region and program office certify that their local FOIA procedures are consistent with the agency's final procedures by March 31, 2015. Agency Response and OIG Evaluation The agency agreed with both of our recommendations. We have reviewed the proposed corrective actions and timeframes and agree with the agency's plans for complying with our recommendations. All recommendations are resolved. 14-P-0262 V OFFICE OF INSPECTOR GENERAL U.S. Environmental Protection Agency @EPAoig www.epa.gov/oig ------- Status of Recommendations and Potential Monetary Benefits RECOMMENDATIONS 13 Issue the final agency FOIA procedures by September 30, 2014. 13 Require that the Senior Information Officials at each region and program office certify that their local FOIA procedures are consistent with the agency's final procedures by March 31, 2015. Assistant Administrator for 9/30/14 Environmental Information Assistant Administrator for 3/31/15 Environmental Information POTENTIAL MONETARY BENEFITS (In $000s) Planned Rec. Page Completion Claimed Ag reed-To No. No. Subject Status1 Action Official Date Amount Amount 1 0 = recommendation is open with agreed-to corrective actions pending C = recommendation is closed with all agreed-to actions completed U = recommendation is unresolved with resolution efforts in progress 14-P-0262 14 ------- Appendix A Agency Response April 8, 2014 MEMORANDUM SUBJECT: Response to Office of Inspector General Briefing Report No. OPE-FY13-0027, "Review of EPA's Process to Release Information Under the Freedom of Information Act." FROM: ReneeWynn/s/ Acting Assistant Administrator and Chief Information Officer TO: Arthur A. Elkins, Jr. Inspector General Thank you for the opportunity to review and respond to the recommendations in the subject audit briefing report. Following is a summary of the agency's overall position, along with its position on each of the briefing report recommendations. AGENCY'S OVERALL POSITION: OEI agrees with the recommendations and plans to address each recommendation by the estimated completion dates for the corrective actions as listed in the agreements table below. OEI understands the OIG will incorporate OEI's response and then issue the briefing report as final. The audit will then be closed upon issuance of the final report. The two recommendations and corrective actions will be tracked in the Management Audit Tracking System (MATS) until completed. I want to assure you that EPA is committed to continuous improvements to the FOIA program. We have made great strides in implementing the recommendations from the Deputy Administrator's FOIA workgroup and will continue to implement the workgroup's recommendations. Recent improvements in the FOIA program include: Issuing an interim FOIA policy and interim FOIA processing procedures; Establishing an implementation schedule for the 22 FOIA recommendations made by the FOIA Workgroup; Beginning quarterly reporting to the Deputy Administrator on the progress made in implementing the FOIA Workgroup recommendations; 14-P-0262 15 ------- Sending a quarterly report to Agency Deputy Assistant Administrators and Deputy Regional Administrators on the processing status of FOIA requests in their organizations; Delivering training to the Agency's FOIA coordinators and FOIA officers; and other FOIA professionals, employees and managers who make decisions on the release of documents; and Developing a new FOIA Intranet site that provides immediate access to FOIA guidance, management reports, tools, and training courses. If you have any questions regarding this response, please contact Larry Gottesman, EPA's FOIA Officer, on 202-566-2162 or Scott Dockum, OEI Audit Follow-Up Manager, at 202-566-1914. AGENCY'S RESPONSE TO REPORT RECOMMENDATIONS Agreements No. Recommendation High-Level Intended Corrective Action(s) Estimated Completion by Quarter and FY 1 Issue the final Agency FOIA procedures by September 30, 2014. OEI concurs with the recommendation. 4th Quarter FY 2014 2 Require that Senior Information Officials at each region and program office certify that their local FOIA procedures are consistent with the Agency's final procedures by March 31, 2015. OEI concurs with the recommendation. 2nd Quarter FY 2015 14-P-0262 16 ------- Appendix B Distribution Office of the Administrator Deputy Administrator Chief of Staff Assistant Administrator for Environmental Information and Chief Information Officer Agency Follow-Up Official (the CFO) Agency Follow-Up Coordinator General Counsel Associate Administrator for Congressional and Intergovernmental Relations Associate Administrator for External Affairs and Environmental Education Assistant Administrator for Administration and Resources Management Assistant Administrator for Research and Development Assistant Administrator for Solid Waste and Emergency Response Assistant Administrator for Water Regional Administrators, Regions 1-10 Principal Deputy Assistant Administrator for Environmental Information EPA Freedom of Information Act Officer Deputy Assistant Administrator for Environmental Information Audit Follow-Up Coordinator, Office of Environmental Information 14-P-0262 17 ------- |