Supplemental Notice for the Finding of Significant Contribution and Rulemaking for Certain States in the Ozone Transport Assessment Group Region for Purposes of Reducing Regional Transport of Ozone

Federal RegisterMay 11, 1998

Ask Donna

What actually matters in this document.

Text

SUMMARY: In accordance with the Clean Air Act (CAA), today's action is

a SNPR to EPA's November 7, 1997 notice of proposed rulemaking (NPR).

This action augments EPA's proposal to require certain States to submit

State implementation plan (SIP) measures to ensure that emissions

reductions are achieved as needed to mitigate transport of ozone (smog)

pollution and one of its main precursors--emissions of oxides of

nitrogen (NOX)--across State boundaries in the eastern half

of the United States.

Ozone has long been recognized, in both clinical and

epidemiological research, to affect public health. There is a wide

range of ozone-induced health effects, including decreased lung

function (primarily in children active outdoors), increased respiratory

symptoms (particularly in highly sensitive individuals), increased

hospital admissions and emergency room visits for respiratory causes

(among children and adults with pre-existing respiratory disease such

as asthma), increased inflammation of the lung, and possible long-term

damage to the lungs.

Today's action includes proposed rule language for the November 7,

1997 NPR for the 23 jurisdictions, revised statewide emissions budgets

and cost analysis, proposed State reporting requirements and SIP

approvability criteria, a proposed model cap-and-trade rule, a

discussion of the interaction between this proposal and the title IV

NOX rule, and air quality analyses of the proposed statewide

emissions budgets.

The EPA intends to finalize today's action and the November 7, 1997

NPR simultaneously in the September 1998 timeframe.

DATES: The EPA is establishing a 45-day comment period, ending on June

25, 1998. Comments must be postmarked by the last day of the comment

period and sent directly to the Docket Office listed in ADDRESSES (in

duplicate form if possible). A public hearing will be held on May 29,

1998, beginning at 9:00 am. Please refer to SUPPLEMENTARY INFORMATION

for details.

ADDRESSES: Comments may be submitted to the Air and Radiation Docket

and Information Center (6101), Attention: Docket No. A-96-56, US

Environmental Protection Agency, 401 M Street SW, room M-1500,

Washington, DC 20460, telephone (202) 260-7548, between 8:00 a.m. and

4:00 p.m., Monday through Friday, excluding legal holidays. A

reasonable fee may be charged for copying. Comments and data may also

be submitted electronically by following the instructions under

SUPPLEMENTARY INFORMATION of this document. No Confidential Business

Information (CBI) should be submitted through e-mail. A courtesy copy

of comments to David Cole would be appreciated at Office of Air Quality

Planning and Standards, Air Quality Strategies and Standards Division,

MD-15, Research Triangle Park, NC 27711, telephone (919) 541-5565, Fax

(919) 541-0824. An electronic copy would also be helpful to

[email protected]. The address for sending overnight packages is US

EPA, Air Quality Strategies and Standards Division, 411 W. Chapel Hill

St., Durham, NC 27701. The public hearing will be held at the EPA

Auditorium at 401 M Street SW, Washington, DC, 20460.

FOR FURTHER INFORMATION CONTACT: General questions concerning today's

action should be addressed to Kimber Smith Scavo, Office of Air Quality

Planning and Standards, Air Quality Strategies and Standards Division,

MD-15, Research Triangle Park, NC 27711, telephone (919) 541-3354.

Please refer to SUPPLEMENTARY INFORMATION below for a list of contacts

for specific subjects described in today's action.

SUPPLEMENTARY INFORMATION:

Reopening of November 7, 1997 NPR Comment Period and Technical

Analyses

The Agency will ensure that all comments and technical analyses

received on the November 7, 1997 NPR (62 FR 60318) and this SNPR are

made publicly available in the docket to this rulemaking. The EPA will

accept comments on all issues raised in today's SNPR, as well as

comments concerning the implications that any such issues may have for

issues raised in the November 7, 1997 NPR. In addition, on April 9,

1998 (63 FR 17349), EPA published a notice in the Federal Register that

discussed additional items related to the November 7, 1998 NPR for

which the Agency is reopening the comment period. Therefore, the

comment period for the November 7, 1997 NPR is reopened until June 25,

1998 for the items specified in the April 9, 1998 notice.

Public Hearing

The EPA will conduct a public hearing on today's proposal on May

29, 1998 beginning at 9:00 a.m. The public hearing will be held at the

EPA Auditorium at 401 M Street SW., Washington, DC 20460. The metro

stop is Waterfront which is on the green line. Persons planning to

present oral testimony at the hearing should notify JoAnn Allman,

Office of Air Quality Planning and Standards, Air Quality Strategies

and Standards Division, MD-15, Research Triangle Park, NC 27711,

telephone (919) 541-1815 no later than May 22, 1998. Oral testimony

will be limited to 5 minutes each. Any member of the public may file a

written statement before, during, or by the close of the comment period

after the hearing. For written statements concerning the proposed

amended 40 CFR Part 76, the hearing record will be kept open for 30

days after the hearing date, under section 307(d)(5)(iv) of the CAA to

provide an opportunity for submission of rebuttal and supplementary

information. Written statements (duplicate copies preferred) should be

submitted to the docket at the above address. A hearing schedule

including a list of speakers will be posted on EPA's SIP call webpage

at http://www.epa.gov/ttn/oarpg/otagsip.html prior to the hearing.

Following the hearing, a verbatim transcript of the hearing and

written statements will be made available for copying during normal

working hours at the Air and Radiation Docket Information Center at the

above address. The Agency does not plan to schedule any additional

hearings on the proposed rule.

Electronic Availability

The official record for this rulemaking, as well as the public

version, has been established under docket number A-96-56 (including

comments and data submitted electronically as described below). A

public version of this record, including printed, paper versions of

electronic comments, which does not include any information claimed as

CBI, is available for inspection from 8 a.m. to 4 p.m., Monday through

Friday, excluding legal holidays. The official rulemaking record is

located at the address in ADDRESSES at the beginning of this document.

[[Page 25903]]

Electronic comments can be sent directly to EPA at: A-and-R-

D[email protected]. Electronic comments must be submitted as an

ASCII file avoiding the use of special characters and any form of

encryption. Comments and data will also be accepted on disks in

WordPerfect in 6.1 (or 5.1) file format or ASCII file format. All

comments and data in electronic form must be identified by the docket

number A-96-56. Electronic comments on this proposed rule may be filed

online at many Federal Depository Libraries.

Availability of Related Information

Documents related to the Ozone Transport Assessment Group (OTAG)

are available on the Agency's Office of Air Quality Planning and

Standards' (OAQPS) Technology Transfer Network (TTN) via the web at

http://www.epa.gov/ttn/. If assistance is needed in accessing the

system, call the help desk at (919) 541-5384 in Research Triangle Park,

NC. Documents related to OTAG can be downloaded directly from OTAG's

webpage at http://www.epa.gov/ttn/otag. The OTAG's technical data are

located at http://www.iceis.mcnc.org/OTAGDC. The October 10, 1997

signature version of the proposed SIP call, the November 7, 1997

Federal Register version, and associated documents are located at

http://epa.gov/ttn/oarpg/otagsip.html. Information related to Section

VII, Air Quality Assessment of the Statewide Emissions Budgets can be

obtained in electronic form from the following EPA website: http://

www.epa.gov/scram001/regmodcenter/t28.htm.

For Additional Information

For technical questions related to the air quality analyses, please

contact Norm Possiel; Office of Air Quality Planning and Standards,

Emissions, Monitoring, and Analysis Division; MD-14, Research Triangle

Park, NC 27711, telephone (919) 541-5692. For legal questions, please

contact Howard Hoffman, Office of General Counsel, 401 M Street SW, MC-

2344, Washington, DC, 20460, telephone (202) 260-5892. For questions

concerning the statewide emissions budget revisions, please contact

Laurel Schultz; Office of Air Quality Planning and Standards;

Emissions, Monitoring, and Analysis Division; MD-14, Research Triangle

Park, NC 27711, telephone (919) 541-5511. For questions concerning SIP

reporting requirements, please contact Bill Johnson, Office of Air

Quality Planning and Standards, Air Quality Strategies and Standards

Division, MD-15, Research Triangle Park, NC 27711, telephone (919) 541-

5245. For questions concerning the model cap-and-trade rule, please

contact Rob Lacount, Office of Atmospheric Programs, Acid Rain

Division, MC-6204J, 401 M Street SW, Washington, DC 20460, telephone

(202) 564-9122. For questions concerning the regulatory cost analysis

of electricity generating sources, please contact Ravi Srivastava,

Office of Atmospheric Programs, Acid Rain Division, MC-6204J, 401 M

Street SW, Washington DC 20460, telephone (202) 564-9093. For questions

concerning the regulatory cost analysis of other stationary sources,

please contact Scott Mathias, Office of Air Quality Planning and

Standards, Air Quality Strategies and Standards Division, MD-15,

Research Triangle Park, NC 27711, telephone (919) 541-5310.

Outline

I. Background

A. Summary of November 7, 1997 NPR

B. Updates With 1994-96 Air Quality Data for the Findings of

Significant Contribution

II. Proposed Rule for the 23 Jurisdictions

III. Emissions Budgets Analyses

A. Explanation of Revised Budgets

1. Electricity Generating Units

a. Addition of Sources

b. Growth Factors

c. Revised Budget Component

d. Alternative Approach to Calculating the Component of the

Budget for Electricity Generation

2. Non-Electricity Generating Point Sources

a. Addition of Sources

b. Application of Controls

c. Revised Budget Component

d. Options for Calculating the Budgets

3. Revised State Budgets

B. Revised Cost Analyses

1. Electricity Generating Sources

2. Non-Electricity Generating Point Sources

3. Cost Analysis Results

IV. SIP Criteria and Emissions Reporting Requirements

A. SIP Criteria

1. Introduction

2. Completeness Determination

3. Approvability Criteria

a. Additional Control Strategy Approvability Criteria

i. Introduction

ii. General Recommendations

iii. New Proposed Approval Criteria

b. Emissions Inventory Preparation Guidance and Control

Strategies Guidance

c. Growth Estimates

d. Emissions Growth and Projection Guidance

B. Emissions Reporting Requirements

1. Use of Inventory Data

2. Legal Authority

3. Background for Reporting Requirements

4. Proposal

5. Annual Reporting

a. Point Sources

b. Area Sources

c. Mobile Sources

6. Reporting Every Third Year (3-year cycle reporting)

7. 2007 Report

8. Ozone Season Reporting

9. Data Reporting Procedures

10. Reporting Schedule

11. Confidential Data

12. Data Elements to be Reported

V. NOX Budget Trading Program

A. Program Summary

1. Purpose of the NOX Budget Trading Program

2. Emissions Reductions Required by the Proposed Transport

Rulemaking

3. Benefits of Participating in the NOX Budget

Trading Program

4. EPA's Proposal

B. Evolution of the NOX Budget Trading Program

1. OTC's NOX Budget Program

2. OTAG Process

3. EPA Model Trading Program Workshops

4. RECLAIM Program

C. NOX Budget Trading Program

1. General Provisions

a. Purpose

b. Definitions, Measurements, Abbreviations and Acronyms

c. Applicability

i. Monitoring

ii. Responsible Party

iii. Inclusion of Additional Source Categories

iv. Individual Opt-Ins

v. Additional Options for Applicability

vi. Area and Mobile Sources

d. Retired Unit Exemption

e. Standard Requirements

f. Computation of Time

2. NOX Authorized Account Representative (AAR)

3. Permits

a. General Requirements

b. Title V/Non-title V Permits

c. NOX Budget Permit Application Deadlines

d. NOX Budget Trading Program Permit Application

e. NOX Budget Permit Issuance

f. NOX Budget Permit Revisions

4. Compliance Certification

5. NOX Allowance Allocations

a. Development of State Trading Program Budget

b. Timing Requirements

c. Options for NOX Allowance Allocation

Recommendation

i. Basis for Developing an Allocation Recommendation

ii. Options for an Allocation Recommendation

iii. Framework for an Allocation Recommendation

6. NOX Allowance Tracking System

a. Compliance Accounts

b. Overdraft Accounts

c. Compliance

d. General Accounts

7. Banking

a. General Discussion

i. Banking After the Start of the Program

ii. Banking Prior to the Start of the Program

iii. Management of Banking

b. Options

i. Option 1: No Banking

ii. Option 2: Banking After Program Start Only

[[Page 25904]]

iii. Option 3: Early-Reduction Credits

iv. Option 4: Phased-In Program

8. Allowance Transfers

9. Emissions Monitoring and Reporting

a. Requirements for Point Sources

b. Output Information

10. Opt-Ins

a. Applicability for Opt-In Units

b. Allowance Allocations for Opt-In Units

c. Units Sharing Stacks or Fuel Pipe Headers with NOX

Budget Units

d. Withdrawal and Termination of Opt-In Units

11. Program Audits

12. Administration of Program

D. SIP Approvability

E. OTC Integration

1. Applicability

a. State Applicability

b. Source Applicability

2. Allocations

3. Emissions Banking

4. Emissions Monitoring and Reporting

5. Permitting

F. New Source Review

G. End Use Energy Efficiency and Renewable Energy

1. Background

2. Energy Efficiency and Renewables Set-Aside Options

VI. Interaction with Title IV NOX Rule

VII. Air Quality Assessment of the Statewide Emissions Budgets

Analyses

A. Background Information

B. Emissions Scenarios

1. Development of Emissions Inputs

a. Electric Generation Sources

b. Non-Electric Generation Point Sources

c. Mobile and Area Sources

2. Emissions Summaries

C. Analysis of Modeling Results

1. Technical Procedures

a. State-Level Analysis

i. Selection of Grid Cells for Analysis

ii. Procedures for Calculating State-Level Metrics

b. OTAG Standard Table of Metrics

D. Analysis Results and Findings

1. Introduction

a. Impacts on 1-Hour Ozone Concentrations

i. State-Level Analyses--1-Hour Concentrations

ii. Ozone Problem Area Analyses--1-Hour Concentrations

b. Impacts on 8-Hour Ozone Concentrations

i. State-Level Analyses--8-Hour Concentrations

ii. Ozone Problem Area Analyses--8-Hour Concentrations

2. Summary and Conclusions

E. Alternative Approaches

VIII. Impact on Small Entities

IX. Unfunded Mandates Reform Act

X. Paperwork Reduction Act

XI. Judicial Review

I. Background

A. Summary of November 7, 1997 NPR

The EPA's November 7, 1997 proposal 1 (hereafter

referred to as the ``proposed SIP call'' or ``SIP call'') proposed to

find that the transport of ozone and ozone precursors from 22 States

and the District of Columbia (23 jurisdictions) significantly

contributes to nonattainment of the ozone national ambient air quality

standards (NAAQS), or interferes with maintenance of the NAAQS, in

downwind States. The proposed SIP call explained the basis for

determining significant contribution or interference with maintenance

for the 23 jurisdictions. Further, the SIP call proposed the

appropriate levels of NOX emissions that each of the 23

jurisdictions would be required to achieve. The EPA also conducted a

regulatory cost analysis which is available in the docket to this

rulemaking (docket number II-B-01) as a technical support document

(TSD) to the proposed SIP call. A detailed explanation of how EPA

established the budgets is also available as a TSD to the proposal

(docket number III-B-02). These TSDs have been revised as explained in

Section III, Emissions Budgets Analyses.

---------------------------------------------------------------------------

\1\ The EPA signed the November 7, 1997 NPR on October 10, 1997

and made it immediately available to the public on EPA's homepage at

http://www.epa.gov/ttn/oarpg/rules.html.

---------------------------------------------------------------------------

The SIP call proposed SIP requirements under CAA section 110(a)(1)

and section 110(k)(5) in order to meet the requirements of section

110(a)(2)(D), as it pertains to the ozone NAAQS, to prohibit ozone

precursor emissions from sources or activities in those States from

``contribut[ing] significantly to nonattainment in, or interfer[ing]

with maintenance by,'' a downwind State.

Based on this determination, the EPA proposed to require SIP

revisions in order to take steps toward ensuring that the necessary

regional reductions are achieved that will enable current ozone

nonattainment areas in the eastern half of the United States to prepare

attainment demonstrations and that will enable all areas to demonstrate

noninterference with maintenance of the ozone standard. This

requirement permits each State to choose for itself what measures to

adopt to meet the necessary emissions budget. Consistent with OTAG's

recommendations to achieve NOX emissions decreases primarily

from large stationary sources in a trading program, EPA encourages

States to consider electric utility and large boiler controls under a

cap-and-trade program as a cost-effective strategy. The cap-and-trade

program is described in more detail in Section V, NOX Budget

Trading Program.

B. Updates With 1994-96 Air Quality Data for the Findings of

Significant Contribution

In the proposed SIP call, EPA followed a weight of evidence

approach to determine which States cause a significant contribution to

nonattainment in downwind States. Part of the information EPA

considered in this determination included air quality modeling based on

the OTAG 2007 Base Case and OTAG ``zero-out'' subregional UAM-V

simulations. The results of the 2007 Base Case modeling were analyzed

with 1993-1995 ambient air quality measurements to identify areas which

(a) currently violate the NAAQS (based on monitoring) and (b) are

expected to continue to violate the NAAQS in the future (based on

modeling). The ``zero-out'' subregional modeling data were then used to

quantify the ``ppb'' contributions to ozone in these ``nonattainment''

areas. The resulting ``ppb'' contributions were provided in the SIP

call Tables II-10 and II-12 for the 1-hour and 8-hour NAAQS,

respectively.

The EPA stated in the SIP call that it would review more recent air

quality data and, in the event that these data alter the results of the

significant contribution assessment in any meaningful way, EPA would

make the appropriate adjustments to the findings. Since the SIP call

was published, EPA has reviewed 1996 air quality data to determine

which counties violate the 1-hour and 8-hour NAAQS based on 1994-1996

measurements. A list of the 1-hour and 8-hour violating counties based

on these data is provided in the docket. The EPA recalculated the

``ppb'' contributions to downwind nonattainment using the 1994-1996 1-

hour and 8-hour violating counties and the OTAG 2007 Base Case and

``zero-out'' subregional modeling. The resulting updated 1-hour and 8-

hour contribution tables are provided in the docket. Based upon a

review of the information in these tables, EPA finds no basis for

altering its conclusions on significant contribution.

II. Proposed Action for the 23 Jurisdictions

This SNPR includes the proposed rule language for the CFR for the

basic elements of the proposed SIP call, including the requirements

imposed on the 23 jurisdictions to submit SIP revisions, under both the

1-hour and 8-hour standard, providing for implementation of the

applicable statewide NOX emissions budget, as well as the

definition of the NOX

[[Page 25905]]

budget. The rule language is located at the end of the preamble.

III. Emissions Budgets Analyses

A. Explanation of Revised Budgets

A number of changes were made to the emissions inventory used to

calculate the budget. These changes apply to the electricity generating

and non-electricity generating point source sectors only and were made

to correct errors found subsequent to publication of the proposed SIP

call (NPR). These source sectors are discussed separately below.

Detailed information concerning the changes can be found in the revised

Budget TSD titled ``Development of Modeling Inventory and Budgets for

the Ozone Transport SIP Call'' (revised Budget TSD).

1. Electricity Generating Units

The changes that were made to the electricity generating component

of the budgets fall into two general categories: addition of sources

and changes in growth factors. Both of these changes increase the

budgets.

a. Addition of Sources. The changes that were made in the

population of the utility and non-utility owned electricity generating

units since the November 7, 1997 notice are summarized in Table III-1.

This SNPR includes 1,757 units compared to 1,180 units in the NPR. This

reflects an addition of 577 units to the State budget inventories.

These units include electricity generating sources 25 megawatts of

electrical output (MWe) or smaller and additional units not affected

under the Acid Rain Program (40 CFR part 76). Detailed information on

the sources of data for these additional units is contained in the

revised Budget TSD.

Table III-1.--Inventory Change From NPR

------------------------------------------------------------------------

NPR SNPR

Source population population

------------------------------------------------------------------------

Utility....................................... 1062 1510

Non-Utility................................... 118 247

-------------------------

Total..................................... 1180 1757

------------------------------------------------------------------------

b. Growth Factors. The EPA's ``Proposed Ozone Transport Rulemaking

Regulatory Analysis'' (September 1997, docket number III-B-01) used a

1995 forecast of future electricity demand prepared by the North

American Electric Reliability Council (NERC), with adjustments for

EPA's 1996 estimates of the electricity demand reductions that the

Climate Change Action Plan (CCAP) was projected to produce from the

year 2000 and on. Details on how EPA prepared this electricity demand

forecast can be found in EPA's ``Analyzing Electric Power Generation

under the Clean Air Act,'' (July 1996, docket number II-A-07). The EPA

used this electricity demand forecast in analyses conducted for OTAG

and the Clean Air Power Initiative (CAPI). Further, EPA also used this

forecast when establishing the State-specific growth factors used in

the NPR (referred to as the ``original'' projections).

While EPA is continuing to use the electricity generating industry

growth projections described in the NPR when establishing the budget

component for that sector, this SNPR is correcting one error in the

growth factor calculation of the NPR. The EPA corrected its estimates

of State-specific growth rates from 1996 to 2007. The estimates were

interpolated from the average annual growth of each State as forecasted

by EPA using the Integrated Planning Model (IPM) and EPA's baseline

electricity generation forecast. In developing the average annual

growth, EPA relied on unit-specific summer energy use from 2000 to 2010

as forecasted by the IPM. The average annual growth was determined

using the State-specific growth from 2000 to 2010. However, when

calculating the growth for the year 2010, EPA inadvertently omitted

information on many of the new combustion turbine and combined-cycle

units that IPM forecasts to be built by 2010. Thus new electricity-

generating capacity, expected to be built between 2000 and 2010 was not

included when estimating the industry growth between 2000 and 2010.

This error resulted in an underestimation of the expected average

annual growth for each affected State. In the revision of the budget

for the electric power industry, this error has been corrected. The

change leads to a higher electricity generating component of the

NOX budget for all affected States. The corrected growth

factors are shown in Table III-2 (referred to as the ``corrected''

projections).

Table III-2.--Corrected Electricity Generation Growth Factors

----------------------------------------------------------------------------------------------------------------

Original 96- Corrected 96- Percent

State 07 factor 07 factor increase

----------------------------------------------------------------------------------------------------------------

Alabama......................................................... 1.03 1.16 12.92

Connecticut..................................................... 0.92 1.22 32.99

District of Columbia............................................ 1.00 1.00 0.00

Delaware........................................................ 1.68 1.80 6.77

Georgia......................................................... 1.14 1.21 6.32

Illinois........................................................ 1.23 1.34 8.63

Indiana......................................................... 1.27 1.30 2.64

Kentucky........................................................ 1.20 1.28 6.41

Massachusetts................................................... 1.62 1.71 5.62

Maryland........................................................ 1.14 1.23 7.37

Michigan........................................................ 1.13 1.18 4.60

Missouri........................................................ 1.13 1.24 9.28

North Carolina.................................................. 1.10 1.26 15.04

New Jersey...................................................... 0.99 1.26 27.37

New York........................................................ 1.11 1.22 10.16

Ohio............................................................ 1.10 1.14 3.19

Pennsylvania.................................................... 1.07 1.15 7.07

Rhode Island.................................................... 0.43 0.48 11.83

South Carolina.................................................. 1.32 1.63 23.22

Tennessee....................................................... 0.92 1.25 35.78

Virginia........................................................ 1.18 1.43 20.50

Wisconsin....................................................... 1.07 1.13 6.30

West Virginia................................................... 1.02 1.05 3.26

----------------------------------------------------------------------------------------------------------------

[[Page 25906]]

Since the NPR, EPA has also updated its electricity demand forecast

to include more up-to-date information. The information was obtained

from the same sources used in developing the forecast used in the NPR.

The EPA's more recent forecast uses the 1997 forecast of future

electricity demand prepared by NERC with adjustments for the

Administration's 1997 estimates of electricity demand reductions that

the CCAP is projected to produce from 2000 on (referred to as the

``revised'' projections). The EPA found that this revised estimate

leads to lower growth rates for the electricity generating industry

than the estimate used in the NPR analyses. However, in this SNPR, EPA

uses the corrected forecast when calculating State-specific budgets

because of the inherent uncertainty in any projection, and EPA's

willingness to provide States flexibility in achieving their budgets.

Further, when evaluating the cost effectiveness of NOX

controls, EPA considered both the corrected and revised future

electricity demand forecasts. However, for all other analyses under

this SNPR, EPA is using the corrected future electricity demand

forecast. Further, EPA solicits comment on whether to use only the

revised future electricity demand forecast for the budget and cost

effectiveness calculations.

c. Revised Budget Component. Both the 2007 electricity generating

Base Case and the electricity generating Budget component were revised

based on the changes described above. These revisions are shown in

Tables III-3 and III-4. The difference between the 2007 Base Case and

Budget emissions that were proposed and the revised Base Case and

Budget emissions is shown in Table III-3. The revised percent reduction

from the 2007 Base Case to the Budget is shown in Table III-4.

Table III-3.--Changes to Proposed Base Case and Budget Components for Electricity Generating Units

[tons NOX/season]

----------------------------------------------------------------------------------------------------------------

Proposed Revised Percent Proposed Revised Percent

State base base increase budget budget increase

----------------------------------------------------------------------------------------------------------------

Alabama................................. 81,704 85,201 4 26,946 30,644 14

Connecticut............................. 5,715 7,048 23 3,409 5,245 54

Delaware................................ 10,901 10,727 -2 4,390 4,994 14

District of Columbia.................... 385 236 -39 152 152 0

Georgia................................. 92,946 84,890 -9 30,158 32,433 8

Illinois................................ 115,053 119,756 4 31,833 36,570 15

Indiana................................. 177,888 159,917 -10 48,791 51,818 6

Kentucky................................ 128,688 130,919 2 35,820 38,775 8

Maryland................................ 35,332 37,575 6 11,364 12,971 14

Massachusetts........................... 28,284 24,998 -12 12,956 14,651 13

Michigan................................ 82,057 73,585 -10 25,402 29,458 16

Missouri................................ 92,313 81,799 -11 22,932 26,450 15

New Jersey.............................. 14,553 17,484 20 5,041 8,191 62

New York................................ 39,639 43,705 10 24,653 31,222 27

North Carolina.......................... 83,273 86,872 4 27,543 32,691 19

Ohio.................................... 185,757 167,601 -10 46,758 51,493 10

Pennsylvania............................ 125,195 120,979 -3 39,594 45,971 16

Rhode Island............................ 773 1,351 75 905 1,609 78

South Carolina.......................... 43,363 57,146 32 15,090 19,842 31

Tennessee............................... 71,994 83,844 16 19,318 26,225 36

Virginia................................ 45,719 51,113 12 16,884 20,990 24

West Virginia........................... 83,719 76,374 -9 23,306 24,045 3

Wisconsin............................... 51,004 45,538 -11 15,755 17,345 10

-----------------------------------------------------------------------

Total............................... 1,596,255 1,568,655 -2 489,000 563,784 15

----------------------------------------------------------------------------------------------------------------

Table III-4.--Revised NOX Budget Components and Percent Reduction for Electricity Generating Units

[tons/season]

----------------------------------------------------------------------------------------------------------------

Revised Percent

State Revised base budget reduction

----------------------------------------------------------------------------------------------------------------

Alabama......................................................... 85,201 30,644 64

Connecticut..................................................... 7,048 5,245 26

Delaware........................................................ 10,727 4,994 53

District of Columbia............................................ 236 152 36

Georgia......................................................... 84,890 32,433 62

Illinois........................................................ 119,756 36,570 69

Indiana......................................................... 159,917 51,818 68

Kentucky........................................................ 130,919 38,775 70

Maryland........................................................ 37,575 12,971 65

Massachusetts................................................... 24,998 14,651 41

Michigan........................................................ 73,585 29,458 60

Missouri........................................................ 81,799 26,450 68

New Jersey...................................................... 17,484 8,191 53

New York........................................................ 43,705 31,222 29

North Carolina.................................................. 86,872 32,691 62

Ohio............................................................ 167,601 51,493 69

Pennsylvania.................................................... 120,979 45,971 62

Rhode Island.................................................... 1,351 1,609 -19

[[Page 25907]]

South Carolina.................................................. 57,146 19,842 65

Tennessee....................................................... 83,844 26,225 69

Virginia........................................................ 51,113 20,990 59

West Virginia................................................... 76,374 24,045 69

Wisconsin....................................................... 45,538 17,345 62

-----------------------------------------------

Total....................................................... 1,568,655 563,784 64

----------------------------------------------------------------------------------------------------------------

d. Alternative Approach to Calculating the Component of the Budget

for Electricity Generation. In this regulatory action, the component of

each State's budget assigned to electricity generation is determined

using the State's total heat input, applicable emission rate (0.15 lb/

million British thermal units per hour (mmBtu)), and projected growth

to 2007. Consequently, for each State this budget component is based on

the amount of fossil fuel each State uses to produce electricity.

However, States use other fuel sources to generate electricity,

notably nuclear and hydro energy, as well as solar and wind energy.

Furthermore, some facilities that rely on fossil fuel sources are more

efficient, in terms of lower NOX emissions, than other

facilities. In addition, each State's use of sources to generate

electricity may change over time. For example, electricity now produced

by the combustion of fossil fuels may, in the future, be produced using

alternative sources and vice versa.

Because of the shifts in generation from one fuel source to

another, an alternative approach to determining each State's share of

the total regionwide budget component based on total heat input may be

a consideration of total electricity generation within the State. Under

this approach (referred to as ``output-based''), the electricity

generation component (i.e., 563,784 tons of NOX) of the

regionwide budget would be apportioned among the States based on total

electricity generation, not only fossil-fuel generation. Since the

total regionwide budget component would be the same as that proposed in

this notice, and assuming a multistate trading program, the

environmental effects and cost effectiveness of such an allocation

should be similar to the proposed approach.

The data used to apportion the regionwide budget component to each

State under the output-based approach would be State-specific

generation (in MWh) for the time period May 1 to September 30. One

source of such information is the Energy Information Administration's

(EIA) Form 759, where electricity generating sources report their

monthly generation. To more equitably account for shifts from State-to-

State, it may be appropriate to use the higher of summer 1995 or 1996

generation for each State in determining the output-based State budget

components, or perhaps the average of the highest two out of three

summer periods. The first approach is similar to that used in

generating the proposed budget for this sector.

This alternative approach has the effect of rewarding States that

have invested in methods of electricity generation that result in no,

or fewer, NOX emissions. At the same time, because most

electricity generation relies on fossil-fuel inputs that, in turn,

result in NOX emissions, even under this output-based

approach, the State budgets would bear a strong relationship to amount

of actual NOX emissions on a State-by-State basis.

Even so, the resulting budgets for each State would be different,

to some degree, from the budgets currently proposed. If a regionwide

trading program is ultimately used, it may be assumed that emissions

would be reallocated so that each State's budget under the alternative

approach would be the same as under the currently proposed approach. Of

course, in this case, the cost effectiveness and environmental benefit

associated with this alternative approach would be the same as that of

the currently proposed approach. It seems plausible to assume that

States subject to the NOX SIP call would opt for regionwide

trading due to the cost effectiveness of this approach.

However, in this rulemaking, EPA is not attempting to require

regionwide trading, and if the States opt not to employ such a system,

the air quality impacts of an output-based approach and its cost

effectiveness may be different from the air quality impacts under the

proposed budget. If for some States, the budget under the output-based

approach is significantly lower than that under the proposed approach,

the absence of a regionwide trading system may result in required

control levels that are not technically achievable.

Other issues that arise under the output-based approach concern the

representativeness and quality of the required data. Specifically, the

EIA data used in the output-based approach may not include all

electricity generating sources, such as Independent Power Producers

(IPPs) and Non-Utility Generators (NUGs). Additionally, some may argue

that it is inappropriate to incorporate the non-NOX-emitting

sources in the calculation of each State's electricity generation

component of the budget. In addition, the alternative budget fails to

consider the fact that nuclear-, hydro-, solar-, or wind-powered

facilities generate steam output, as well as electricity. Accordingly,

it may be logical to adjust the alternative budgets further to take

account of steam output. Further, as discussed in Section V.C.9.b,

Output Information, of this preamble, there are a number of issues

associated with measuring and using electricity- or steam-related

output data. The EPA solicits comments on all issues concerning this

alternative approach, including the appropriateness, legality,

rationale, and methodology for incorporating the output-based approach

when calculating the electricity generation component of each State's

budget.

2. Non-Electricity Generating Point Sources

Changes that were made to the non-electricity generating point

source component of the budgets fall into two categories: addition of

sources and application of controls. Addition of sources increases the

budgets, while correction in the application of controls tends to

decrease the budgets.

a. Addition of Sources. Based on the matching that was done to

identify electricity generating sources, it was determined that a

number of sources

[[Page 25908]]

that were identified in the OTAG inventory as utilities were, in fact,

not utility sources. In the budgets that were proposed on November 7,

1997, these sources were left out of the inventory when the OTAG

utility data were replaced by the acid rain data. These sources have

since been identified and added back into the budgets. A list of the

sources that were moved from the electricity generating to non-

electricity generating sector is contained in the revised Budget TSD.

b. Application of Controls. The non-electricity generating point

source budget components were calculated based on the OTAG

recommendations as follows:

70 percent control for large (> 250 mmBtu/hr) sources

(measured from uncontrolled 2007 emissions);

Reasonably Available Control Technology (RACT)-level

controls for all other NOX sources with more than 1.0 tons

per day (tpd) of NOX emissions (medium-sized sources);

Small source NOX emissions were estimated using

OTAG Base 1c scenario emission values.

For the budgets that were proposed, RACT was erroneously applied

only to those sources that were in areas required to adopt RACT. The

intent of the proposed approach was to apply RACT to all medium-sized

sources, regardless of whether they are located in an area that would

otherwise be required to apply RACT. The revised budgets reflect the

application of RACT to all medium-sized sources in the affected States.

A list of the sources that were treated as large and medium sources is

contained in the appendices to the revised Budget TSD.

c. Revised Budget Component. Both the 2007 Base Case and Budget

component for non-electricity generating point sources were revised

based on the changes described above. These revisions are shown in

Tables III-5 and III-6. The difference between the 2007 Base Case and

Budget emissions that were proposed and the revised Base Case and

Budget emissions for non-electricity generating units is shown in Table

III-5. The revised percent reduction from the 2007 Base Case to the

Budget is shown in Table III-6.

Table III-5.--Changes to Proposed Base Case and Budget Components for Non-Electricity Generating Units

[tons NOX/season]

----------------------------------------------------------------------------------------------------------------

Proposed Revised Percent Proposed Revised Percent

base base increase budget budget decrease

----------------------------------------------------------------------------------------------------------------

Alabama................................. 47,182 48,187 2 25,131 24,416 3

Connecticut............................. 4,732 5,254 11 4,475 3,103 31

Delaware................................ 5,205 5,276 1 3,206 2,271 29

District of Columbia.................... 312 311 0 312 259 17

Georgia................................. 34,012 33,939 0 20,472 14,305 30

Illinois................................ 63,642 65,351 3 39,855 40,719 -2

Indiana................................. 51,432 51,839 1 35,603 29,187 18

Kentucky................................ 18,817 19,019 1 12,258 11,996 2

Maryland................................ 6,729 10,710 59 4,825 5,852 -21

Massachusetts........................... 10,683 9,978 -7 7,590 6,207 18

Michigan................................ 57,190 61,656 8 35,317 35,957 -2

Missouri................................ 12,248 12,320 1 8,174 9,012 -10

New Jersey.............................. 32,663 22,228 -32 26,741 12,786 52

New York................................ 19,889 20,853 5 16,930 14,644 14

North Carolina.......................... 32,107 34,412 7 21,113 19,267 9

Ohio.................................... 50,946 53,329 5 32,799 30,923 6

Pennsylvania............................ 64,224 74,839 17 59,622 41,824 30

Rhode Island............................ 328 327 0 328 327 0

South Carolina.......................... 34,791 34,994 1 20,097 18,671 7

Tennessee............................... 65,051 67,774 4 32,138 34,308 -7

Virginia................................ 23,333 25,509 9 15,529 10,919 30

West Virginia........................... 41,510 42,733 3 31,377 21,066 33

Wisconsin............................... 21,209 21,263 0 12,269 11,401 7

-----------------------------------------------------------------------

Total............................... 698,233 722,101 3 466,158 399,416 14

----------------------------------------------------------------------------------------------------------------

Table III-6.--Revised NOX Budget Components and Percent Reduction for Non-Electricity Generating Units

[tons/season]

----------------------------------------------------------------------------------------------------------------

Revised Percent

Revised base budget reduction

----------------------------------------------------------------------------------------------------------------

Alabama......................................................... 48,187 24,416 49

Connecticut..................................................... 5,254 3,103 41

Delaware........................................................ 5,276 2,271 57

District of Columbia............................................ 311 259 17

Georgia......................................................... 33,939 14,305 58

Illinois........................................................ 65,351 40,719 38

Indiana......................................................... 51,839 29,187 44

Kentucky........................................................ 19,019 11,996 37

Maryland........................................................ 10,710 5,852 45

Massachusetts................................................... 9,978 6,207 38

Michigan........................................................ 61,656 35,957 42

[[Page 25909]]

Missouri........................................................ 12,320 9,012 27

New Jersey...................................................... 22,228 12,786 42

New York........................................................ 20,853 14,644 30

North Carolina.................................................. 34,412 19,267 44

Ohio............................................................ 53,329 30,923 42

Pennsylvania.................................................... 74,839 41,824 44

Rhode Island.................................................... 327 327 0

South Carolina.................................................. 34,994 18,671 47

Tennessee....................................................... 67,774 34,308 49

Virginia........................................................ 25,509 10,919 57

West Virginia................................................... 42,733 21,066 51

Wisconsin....................................................... 21,263 11,401 46

-----------------------------------------------

Total....................................................... 722,101 399,416 45

----------------------------------------------------------------------------------------------------------------

d. Options for Calculating the Budgets. In the November 7, 1997

NPR, EPA proposed budgets and developed cost effectiveness data for

non-utility boilers and gas turbines together with other non-utility

point sources. The budgets for these sources were based on the

applicable OTAG recommendation of 70 percent reduction from

uncontrolled levels at large units (greater than 250 mmBtu/hr), RACT at

medium units (other sources greater than 1 ton per day) and no controls

beyond the baseline for small sources. The revised budgets described in

Section III.A.2, Non-Electricity Generating Point Sources, of today's

action are based on the same approach. Costs were estimated for these

sources using a least cost approach for each State budget which assumed

incremental emissions reductions at the most cost-effective sources in

each State, including small, medium, and large units. In contrast,

electric generation sources were analyzed separately using an emissions

rate approach to develop the budgets and the Integrated Planning Model

(IPM) was run to estimate costs under an interstate trading program.

The November 7, 1997 NPR invited comment on the size cutoffs used in

the above analyses and also specifically invited comment on treating

large combustion sources, such as industrial boilers greater than 250

mmBtu (this level approximately corresponds to greater than 1 ton per

day), at control levels equal to that for large electric generation

sources.

In today's action, EPA is proposing to include the non-utility

boilers and gas turbines greater than 250 mmBtu/hr together with

electric generation sources as the core group of sources in the

NOX Budget Trading Program and analyze both using IPM. As a

result, EPA intends to conduct additional analyses as described below.

For the non-utility boilers and gas turbines greater than 250

mmBtu/hr, EPA intends to estimate costs using IPM and assuming a

trading program involving these sources and the electric generation

sources. The emissions budget would be calculated for these sources the

same as it was in the November 7, 1997 NPR. The EPA also solicits

comments on whether to calculate budgets for the non-utility boilers

and gas turbines through the alternative means of an emission rate

basis (e.g., 0.20 lbs/mmBtu), similar to the approach used by EPA for

electric generation sources in the November 7, 1997 NPR. The EPA

invites comment on these and other approaches for calculating the

budget component and costs for the non-utility boilers and gas turbines

greater than 250 mmBtu/hr.

Additionally, EPA intends to further analyze the point source

categories that are not part of the proposed core group of sources in

the NOX Budget Trading Program (e.g., process heaters,

stationary internal combustion engines, and cement manufacturing).

These analyses will look at applying (1) various cost-effectiveness

ceilings (e.g., maximum of $2000 per ton); (2) percentage reduction

floors (e.g., minimum of 50 percent reduction); and (3) combinations

(e.g., $2000 per ton maximum and 50 percent reduction minimum). These

analyses will cover individual source categories not in the proposed

core group of sources of the NOX Budget Trading Program as

well as all such sources in the aggregate. The EPA invites comment on

these and other approaches for calculating the budget component and

costs for this group of sources.

In the November 7, 1997 NPR, EPA noted that information on

emissions and potential control measures was generally lacking for

small sources. The EPA believes that there are several medium and large

units for which such information is also lacking. In the November 7,

1997 NPR (and in the revised budgets described in Section III.A.2, Non-

Electricity Generating Point Sources), these units were assigned a 70

percent reduction target for large and RACT for medium sized units,

consistent with the OTAG recommendation. However, since EPA cannot

identify specific control measures for these sources due to the lack of

available technical information, EPA now proposes to keep them in the

statewide budgets at baseline levels, without additional emission

reductions.

As the above analyses are completed, EPA intends to place them in

the docket.

3. Revised Statewide Budgets

The revised statewide budgets that reflect the changes to the

electricity generating and non-electricity generating point source

sectors described above are shown in Table III-7.

[[Page 25910]]

Table III-7.--Revised Statewide NOX Budgets

[tons/season]

----------------------------------------------------------------------------------------------------------------

State Base Budget Percent red.

----------------------------------------------------------------------------------------------------------------

Alabama......................................................... 241,564 155,617 36

Connecticut..................................................... 52,014 39,909 23

Delaware........................................................ 30,568 21,010 31

District of Columbia............................................ 7,978 7,000 12

Georgia......................................................... 246,243 159,013 35

Illinois........................................................ 350,154 218,679 38

Indiana......................................................... 340,084 200,345 41

Kentucky........................................................ 263,855 158,360 40

Maryland........................................................ 118,065 73,628 38

Massachusetts................................................... 103,445 73,575 29

Michigan........................................................ 283,821 199,238 30

Missouri........................................................ 185,104 116,246 37

New Jersey...................................................... 132,032 93,464 29

New York........................................................ 230,310 185,537 19

North Carolina.................................................. 234,300 153,106 35

Ohio............................................................ 391,012 236,443 40

Pennsylvania.................................................... 328,433 207,250 37

Rhode Island.................................................... 12,175 10,132 17

South Carolina.................................................. 169,572 109,267 36

Tennessee....................................................... 291,225 187,250 36

Virginia........................................................ 219,835 162,375 26

West Virginia................................................... 158,240 81,701 48

Wisconsin....................................................... 142,759 95,902 33

-----------------------------------------------

Total........................................................... 4,532,790 2,945,046 35

----------------------------------------------------------------------------------------------------------------

B. Revised Cost Analyses

The EPA has revised the cost estimates presented in the November 7,

1997 notice. As discussed in Section III.A, Explanation of Revised

Budgets, additional emissions sources were included in the emissions

budgets and several changes to the emissions inventory were made. Also,

revised unit control cost estimates for Selective Catalytic Reduction

(SCR) and Selective Non Catalytic Reduction (SNCR) were prepared for

non-electricity generating point sources. The revised costs are now

more consistent with the way estimates were developed for electricity

generating sources. Details on the revised cost analysis are presented

in ``Supplemental Ozone Transport Rulemaking Regulatory Analysis''

(Supplemental Regulatory Analysis TSD).

1. Electricity Generating Sources

The OTAG recognized the value of market-based approaches to

lowering emissions from power plants and large industrial sources. The

Agency agrees that a market-based approach with trading is preferable

as more cost effective and encourages all States covered by this

rulemaking to establish such a program. The Agency's regulatory

analysis is based on this view. As in the original proposal analysis,

analytical limitations kept EPA from estimating the costs of a single

cap-and-trade program for the electric power industry and other large

stationary sources. In this SNPR, the analysis of a cap-and-trade

program, across all States covered in the rulemaking, is limited to

sources in the electric power industry.

The analysis of the electric power industry has been expanded to

include additional electricity-generating sources (see Section III.A,

Explanation of Revised Budgets). Additionally, EPA also updated many of

the assumptions included in the Integrated Planning Model (IPM),

including more recent energy demand forecasts and more recent

information on future planned new units. These changes are discussed in

the Supplemental Regulatory Analysis TSD.

The EPA analyzed the cost of a NOX cap-and-trade program

with a summer NOX emissions cap of 563,784 tons, assuming

reductions are effective by the 2003 ozone season. Annual cost

estimates are provided for 2003 and 2007.

2. Non-Electricity Generating Point Sources

The costs for non-electricity generating point sources are

estimated using two alternative approaches. The first approach, called

the Least Cost Scenario, attempts to identify the mix of sources and

control technologies that achieve each State's non-electricity

generating budget level for point sources at the lowest possible

control cost. The sources controlled under the Least Cost Scenario may

not be the same sources that are controlled for the purpose of

establishing each State's emissions budget. The results of the Least

Cost Scenario are a proxy for State-level emissions trading programs

free of transactions costs. If it were possible to consider

transactions costs, the Least Cost Scenario would result in higher cost

estimates than are presented here. On the other hand, if the Least Cost

Scenario had been modeled assuming the States participate collectively

in a trading program for non-electricity generating sources (i.e.,

domain-wide trading as modeled in the electricity generating sector),

the resulting cost estimates would likely be lower than presented here.

The second approach, termed the Command-and-Control Scenario,

attempts to estimate the cost of controlling just those sources that

were used to establish each State's emissions budget. This method does

not take into account possible cost savings that can be realized by

more efficient regulatory schemes, such as emissions trading, and

therefore tends to overstate the cost of meeting the non-electricity

generating point source emissions budget.

The EPA has revised the cost of controls associated with non-

electricity generating sources based on information previously

developed for the revised IPM for electricity generating sources. The

new method for estimating SCR and SNCR costs for non-electricity

generating sources is now more

[[Page 25911]]

consistent with the estimates for electricity generating sources. The

annual costs for non-electricity generating sources are estimated based

on the 2007 non-electricity generating source emissions projections.

Unlike the IPM analysis for electricity generating sources, the cost

analysis framework for non-electricity generating sources did not allow

distinctions to be made between the estimated annual cost of compliance

in 2003 relative to the year 2007. As shown in Section III.B.3, Cost

Analysis Results, the electricity generating sector annual cost

estimates vary only 5 percent between 2003 and 2007. It is reasonable

to believe that non-electricity generating sector annual cost would

also not vary significantly between 2003 and 2007.

For NOX point sources, EPA estimated annual compliance

costs for achieving a total summer NOX emissions budget of

416,619 tons. This budget is slightly higher (4 percent) than the

399,416 ton budget presented in Section III.A.2, Non-Electric

Generation Point Sources, because the cost analysis for non-electricity

generating point sources was completed before all adjustments to the

proposed budgets had been finalized. If the final 399,416 ton budget

had been analyzed the cost estimates for non-electricity generating

point sources would have been only slightly higher.

3. Cost Analysis Results

Tables III-8 and III-9 show the analysis results based on the

changes to the proposed emissions budgets and cost methodology

improvements. Table III-8 shows the population of sources covered by

each element of the cost analysis and the resulting NOX

emissions levels. Table III-9 shows the estimated annual compliance

costs and average cost effectiveness.

Table III-8.--Population of Emissions Sources and NOX Emissions After

Compliance with the Ozone Transport Rulemaking

------------------------------------------------------------------------

Ozone season

Budget component Number of emissions (1,000

sources* NOX tons)

------------------------------------------------------------------------

Electricity generating sources.... 1,757 564

Non-Electricity generating

sources: Least Cost--2007........ 13,373 409

Non-Electricity generating

sources: Command-and-Control-2007 1,774 394

------------------------------------------------------------------------

* The number of electricity generating sources reflects the number of

sources in 1996 that were used to establish the summer season NOX

budget. The number of non-electricity generating sources reflects

sources controlled for the purpose of estimating costs.

Table III-9.--Incremental Annual Control Costs and Average Cost Effectiveness for Compliance with the Ozone

Transport Rulemaking

----------------------------------------------------------------------------------------------------------------

Average ozone Average annual

Annual control season cost cost

Budget component cost (million effectiveness ($/ effectiveness ($/

1990 dollars) ton) ton)

----------------------------------------------------------------------------------------------------------------

Electricity generating sources--2003................... 1,308 1,455 1,161

Electricity generating sources--2007................... 1,378 1,469 1,165

Non-Electricity generating sources: Least Cost--2007... 456 1,500 640

Non-Electricity generating Sources: Command-and-

Control--2007......................................... 1,170 3,700 2,600

----------------------------------------------------------------------------------------------------------------

Based on the Least Cost Scenario for non-electricity generating

sources, the incremental annual cost of the proposed SIP call in 2007

for both electricity and non-electricity generating sources is $1.8

billion (1990 dollars).

IV. SIP Criteria and Emissions Inventory Reporting Requirements

A. SIP Criteria

1. Introduction

The November 7, 1997 NPR explained that each State would be

required to submit a SIP demonstrating ``that each State will meet the

assigned statewide emission budget'' (62 FR 60365). It further

explained that each ``SIP revision should include the following general

elements related to the regional strategy: (1) Baseline 2007 statewide

NOX emissions inventory (which includes growth and existing

control requirements)--this would generally be the emissions inventory

that was used to calculate the required statewide budget; (2) a list

and description of control measures to meet [the] statewide budget; (3)

fully-adopted State rules for the regional transport strategy with

compliance dates providing for control between September 2002 and

September 2004, depending on the date EPA adopts in its final

rulemaking; (4) clearly documented growth factors and control

assumptions; and (5) a 2007 projected inventory that demonstrates that

the State measures along with national measures will achieve the State

budget in 2007.'' Id.

The purpose of this Section is to identify criteria for determining

completeness and approvability of a State submittal in response to the

final SIP call. The criteria are set forth in proposed regulatory

language (40 CFR 51.121). In addition, this section describes the

actions the Agency intends to take if a State fails to make a

submittal, or the Agency makes a finding of incompleteness or

disapproves the SIP.

2. Completeness Determination

Any submittal that is made with respect to the final SIP call first

will be determined to be either incomplete or complete. A finding of

completeness means that EPA will review the submittal to determine

whether it is approvable. It is not a determination that the submittal

is approvable; rather, it means the submittal is administratively and

technically sufficient for EPA to determine whether it meets the

statutory and regulatory requirements for approval. In order for any

submittal to be complete, 40 CFR 51.121 provides that the submittal

must meet the criteria described in 40 CFR, part 51, Appendix V,

``Criteria for Determining the Completeness of Plan Submissions.''

These criteria apply generally to SIP submissions and so should be

familiar to States submitting transport SIPs.

Section 1.2 of Appendix V, in accordance with section 110(k)(1) of

the

[[Page 25912]]

CAA, requires EPA to notify States within 60 days of EPA's receipt of a

submittal, but no later than 6 months after the submittal is due. If a

completeness determination is not made within 6 months after

submission, the submittal is deemed complete by operation of law. For

purposes of rules submitted in response to the SIP call, EPA intends to

make completeness determinations expeditiously. In addition, EPA

expects to make findings of failure to submit no later than the Agency

makes completeness determinations.

A finding of failure to submit or incompleteness triggers an 18-

month sanctions clock that can only be stopped by an affirmative EPA

finding that the State has made a complete submittal. The findings also

trigger the requirement that EPA promulgate a Federal implementation

plan (FIP) within 2 years of the date of the finding, if the deficiency

has not yet been corrected. The EPA intends to propose FIPs in the fall

of 1998 and move quickly to promulgate a FIP where necessary. In

addition, sanctions and FIP clocks are triggered if a State submits a

complete SIP, but EPA subsequently disapproves it, in whole or in

part.2

---------------------------------------------------------------------------

\2\ A more detailed discussion of sanctions and FIPs appeared in

the November 7, 1997 NPR at page 60368-69.

---------------------------------------------------------------------------

3. Approvability Criteria

In the November 7, 1997 NPR, EPA highlighted several general

elements that must be included in ozone transport SIP revisions.

Without these general elements, a SIP submission will not be approved.

This Section (1) identifies EPA's proposed additional approvability

criteria for control strategies that will help States meet their

NOX budgets; and (2) provides guidance to assist States in

preparing emissions inventories for purposes of identifying emissions

benefits of possible control strategies. The existing guidance

documents listed below will help States incorporate existing EPA

guidance into their SIPs. Much of the pertinent guidance is available

electronically.

Each State must start with a baseline 2007 statewide NOX

emissions inventory, including growth and existing control

requirements. The 2007 projected control inventory must demonstrate

that the State measures, along with national measures, will achieve the

State budget in 2007. The EPA has issued documents to assist States in

developing emissions inventories. Specifically, these documents

describe how to clearly define the particular control measures and

document the methods used to estimate emissions reductions from

implementation measures. A State need not define these measures in its

SIP to the extent it chooses to achieve the required reductions through

the model rule for the NOX Budget Trading Program, which is

being proposed in this notice.

a. Additional Control Strategy Approvability Criteria.

i. Introduction. The approvability criteria for transport SIP

submissions appear in proposed 40 CFR 51.121. Most of the criteria are

substantially identical to those that already apply to attainment SIPs.

For example, each submission must describe the control measures that

the State intends to employ, identify the enforcement methods for

monitoring compliance and handling violations, and demonstrate that the

State has legal authority to carry out its plan. This part of the

preamble focuses on approvability criteria that are being proposed for

the first time to ensure States meet their NOX budgets.

ii. General Recommendations. As discussed in the NPR (62 FR 60365-

66), regulatory requirements that employ a maximum mass emissions

limitation for a source or group of sources provide the greatest

certainty that a specific level of emissions will be attained and

maintained. With respect to transport of pollution, a mass emissions

limitation also provides the greatest assurance to downwind States that

air emissions from upwind States will be effectively managed over time.

Regulatory requirements designed and enforced as an emissions rate

limitation can achieve a measurable emissions reduction, but the

targeted level of emissions may or may not be reached depending on the

actual activity level of the affected source(s). Finally, regulatory

requirements designed as a specific technology or measure have the

greatest uncertainty for achieving a targeted emissions level due to

uncertainty in both the activity level of the affected source(s) and

uncertainty in the effectiveness of the technology or measure.

Based on the desire to establish regulatory requirements with the

greatest likelihood of achieving and maintaining the statewide

NOX emissions budget, EPA recommends that, to the maximum

extent practicable, all regulatory requirements be in the form of a

maximum level of emissions for a source or group of sources. The EPA

recognizes that this option may be difficult for some sources because

the available emissions control options may be limited, and the

techniques for quantifying mass emissions to ensure compliance with a

tonnage budget may not be adequate.

iii. New Proposed Approval Criteria. While mass emissions

limitations may be difficult for some sources, EPA believes that, if

the State chooses to meet the budget through control requirements for

electric generators and large industrial boilers, the State can

feasibly require these sources to quantify mass emissions through

reasonably available measurement technology. For this reason, as well

as others discussed below, EPA proposes the following additional SIP

approvability criteria which would apply if the State selected

regulatory requirements covering NOX sources serving

electric generators with a nameplate capacity greater than 25 MWe and

boilers with a maximum design heat input greater than 250 mmBtu/hr:

Regulatory requirements to meet the 2007 budget for these

sources would need to be expressed in one of three ways: (1) In terms

of mass emissions, which would limit total emissions from a source or

group of sources; (2) in terms of emissions rates that when multiplied

by the affected sources' maximum operating capacity would meet the

tonnage component of the emissions budget for this source or for these

sources; or (3) an alternative approach for expressing regulatory

requirements, provided the State demonstrates to EPA that its

alternative provides equivalent or greater assurance than options (1)

or (2) that seasonal emissions budgets will be attained and maintained.

Sources would be required to demonstrate that they have

met these applicable emissions control provisions using continuous

emissions monitors. Further, EPA is taking comment on whether sources

should be required to demonstrate that they met these requirements

using the monitoring provisions of the Acid Rain Program for monitoring

NOX mass emissions in 40 CFR part 75.

The EPA believes control approaches and monitoring for this group

\3\ of sources have advanced to the point that complying with,

tracking, and enforcing a maximum mass emissions limitation or tonnage

budget is reasonable. A variety of regulatory programs are currently in

use or under development that utilize a mass emissions limitation for

large combustion devices. These

[[Page 25913]]

regulatory systems include the EPA's Acid Rain Program for sulfur

dioxide (SO2) emissions, the South Coast Air Quality

Management District's Regional Clean Air Incentives Market for

SO2 and NOX, and the Ozone Transport Commission's

NOX Budget Program. Experience with these regulatory

programs indicates that establishing a tonnage budget for large

combustion sources is currently feasible and cost effective. These

approaches exist because there is a range of reasonable options

available for controlling emissions from these sources. In general,

large combustion sources have several effective control options for

reducing NOX emissions, including combustion modifications,

post-combustion technologies, and fuel switching. This range of options

provides flexibility for these sources or groups of sources to maintain

a tonnage budget for emissions.

---------------------------------------------------------------------------

\3\ NOX sources serving electric generators with a

nameplate capacity greater than 25 MWe and boilers with a maximum

design heat input greater than 250 mmBtu/hr.

---------------------------------------------------------------------------

For measuring emissions, continuous emissions monitors, currently

installed at most sources participating in these programs, provide

accurate, complete and timely accounting of emissions which enable the

administrators of these programs to easily track and enforce emissions

on a mass emissions basis. Therefore, EPA proposes that all of the

sources in this group must employ continuous emissions monitoring.

Further, EPA seeks comment on what specifications, if any, to require

for such continuous emissions monitoring systems (CEMS). More

specifically, EPA is taking comment on requiring these sources to meet

the NOX mass emissions monitoring and reporting provisions

that are contained in a proposed new subpart to the monitoring and

reporting provisions of the acid rain regulations in 40 CFR part 75.

These revisions are being proposed in a separate notice entitled ``Acid

Rain Program; Continuous Emission Monitoring Revisions'' that will be

published in the Federal Register in the near future. Electric utility

units have been meeting the current 40 CFR part 75 requirements since

at least 1995. The EPA believes that the proposed 40 CFR part 75

provisions will provide accurate monitoring of NOX mass

emissions and also provide flexibility, particularly for smaller and

infrequently operated sources. Additional information on the proposed

40 CFR part 75 requirements can be found in Section V.C.9.a,

Requirements for Point Sources. Also, EPA has prepared a memorandum for

the docket that compares the proposed provisions of 40 CFR part 75 to

other available CEMS requirements.\4\

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\4\ See Memorandum from Kevin Culligan, EPA, Acid Rain Division,

to Docket regarding ``Transport SIP Call: Potential Continuous

Emissions Monitoring Systems Requirements'' April 8, 1998, Docket

Number A-96-56, IV-B-01.

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Another reason that States choosing to control electricity

generating sources should use available means to assure that the

source's mass emissions stay within the State's projected levels is

that recent changes in the utility industry may foster substantial

shifts in electricity production from State to State for market

reasons. Given the changing market forces in the electricity generating

industry today, State measures to limit electricity generating unit

emission rates without accounting for potential utilization increases

would provide little assurance that mass emissions from these sources

would be reduced to the levels necessary to meet the proposed budgets.

For this reason, too, EPA believes that regulatory requirements for

large combustion sources to meet a State's NOX budget can

and should be expressed and enforced as mass emissions limitations or

an alternative providing equivalent assurance that the mass reductions

will occur.

Finally, while EPA has not heretofore imposed the proposed

approvability criteria on State ozone control measures, EPA believes

they are reasonable (as described above) and appropriate in the context

of this transport rulemaking. This SIP call addresses the regional

problem of emissions transport--i.e., the problem of one State's effect

on one or more other States. The EPA believes it is appropriate to take

reasonable and feasible steps to minimize the potential ``commons''

phenomenon inherent in this problem. Under the theory of the commons, a

State has less interest in controlling pollution that is produced

within its borders but primarily affects the health of non-residents,

compared to its interest in controlling pollution that has intrastate

effects. The additional approvability criteria proposed today offer

downwind States the assurance that upwind States, to the extent they

elect to control the applicable group of sources, will implement

measures that offer transparent certainty of success. Given the

availability of reasonable measures to control the applicable group of

sources in this way, and the potential for substantial shifts in

utilization in the utility sector in coming years, EPA believes it is

appropriate for this transport SIP call to propose additional SIP

approvability criteria to address the potential commons phenomenon.\5\

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\5\ Authority for the proposed additional SIP approval criteria

described above resides in sections 110(a) and 301(a) of the Clean

Air Act. Specifically, the requirement in section 110(a)(2)(A) that

SIPs include enforceable emissions limitations and other control

measures ``as may be necessary or appropriate'' to meet the Clean

Air Act, together with the requirement in section 110(a)(2)(D) that

SIPs include ``adequate provisions'' to mitigate certain transport

effects on other States, implicitly authorize EPA to impose the

additional SIP approval criteria described above to ensure that

affected States adequately mitigate their contribution to ozone

transport, given the reasons and circumstances described above.

Additionally, section 301(a) grants EPA broad authority to prescribe

such regulations as are necessary to carry out its functions under

the Clean Air Act. The proposed additional SIP approval criteria are

necessary for EPA to meet its obligation to approve only SIPs that

contain ``necessary or appropriate'' and ``adequate'' provisions for

the applicable State to mitigate its contribution to ozone

transport.

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To assist States with the development and implementation of an

emissions budget for large combustion sources, EPA is proposing the

NOX Budget Trading Program in section V of today's notice.

States may voluntarily choose to participate in the NOX

Budget Trading Program by adopting the model rule. This multistate

trading program would provide sources the flexibility and cost

effectiveness of a market based system, while meeting the additional

SIP approvability criteria for States that are proposed in this

section.

The EPA intends to approve the portion of any State's SIP

submission that adopts the model rule, provided: (1) The State has the

legal authority to adopt the model rule and implement its

responsibilities under the model rule, and (2) the SIP submission

accurately reflects the NOX reductions to be expected from

the State's adoption of the model rule. As noted above, today's action

proposes that transport SIP submissions comply with various approval

criteria that are substantially identical to existing approval criteria

for attainment SIPs. Those criteria include: (1) A demonstration by the

State that it has the legal authority to adopt and implement each of

the control measures contained in the SIP submission, and (2) a

demonstration of the expected emissions reductions to be achieved from

each new control measure. Provided a State meets these two criteria

with respect to its adoption of the model rule, then EPA intends to

approve the model rule portion of the State's SIP submission.

A State or group of States may also choose to develop, adopt, and

implement their own cap-and-trade program separate from today's

proposed NOX Budget Trading Program. In developing these

alternative programs,

[[Page 25914]]

States should follow the available guidance in the Economic Incentive

Program requirements (see 40 CFR part 51, subpart U) and EPA's

Emissions Trading Policy Statement (see 51 FR 43814, December 4, 1986)

in addition to the transport SIP approval criteria in proposed 40 CFR

51.121.

Regulatory requirements used to meet the 2007 budget for other

sources not identified in the above description may be expressed as (1)

a mass emissions limit, (2) an emissions rate, or (3) specific

technology or measure. As discussed above, EPA recognizes that it may

not be reasonable to require regulatory requirements to be expressed as

mass emissions limitations for all of these sources because of

limitations with control options and the ability to measure mass

emissions. Moreover, EPA believes that the likelihood of substantial

shifts in demand (and corresponding changes in emissions compared to

historical actuals) is lower for these other sources. Therefore, EPA

believes there is substantially less risk with respect to these sources

that past representative production rates will prove unreliable

predictors of future activity. However, EPA recommends that mass

emissions budgets also be used for these sources to the maximum extent

practicable.

The EPA solicits comments on the proposed SIP approvability

criteria for regulatory requirements that govern emissions from large

combustion sources. In addition, EPA solicits comments as to the

reasonableness of expressing regulatory requirements as mass emissions

limitations for other sources.

b. Emissions Inventory Preparation Guidance and Control Strategies

Guidance. This Section presents guidance that States should follow when

initiating the planning and development of an emissions inventory. The

documents referenced below describe control measures a State may wish

to consider for purposes of meeting a statewide NOX budget.

Most of these documents can be obtained directly by computer download

from the EPA's Clearinghouse for Inventories and Emission Factors

(CHIEF) Web Site (http://www.epa.gov/ttn/chief) or by contacting the

InfoCHIEF helpline at (919) 541-5285.

Descriptions of a number of potential data sources that can be

consulted for emission estimation methods are provided below. Site-

specific source tests are generally expected to provide a better

estimate for the tested site than average emission factors (including

factors cited in ``Compilation of Air Pollutant Emission Factors (AP-

42)'') derived from testing at similar sources. Site-specific tests

should be based on a reliable test procedure and should represent

typical operating conditions at the site before being assumed to be

superior to an average emission factor. The CEMS data for a given site

can be considered a superior form of site-specific source test data.

Material balances for NOX sources, and particularly

combustion NOX sources, are not appropriate and should not

be used.

If reliable site-specific tests or calculation methods are not

available or are not feasible to use for all sources, an emission

factor or emission model approach can be used. The EPA's Factor

Information Retrieval (FIRE) Data System provides a searchable

electronic listing of all criteria, toxic, and greenhouse gas emission

factors appearing through the latest printed AP-42 supplement for

stationary sources. The FIRE database also contains a number of non-AP-

42 factors, but only for sources where no AP-42 factor exists. In

addition, FIRE contains a reference indicating if the factor is from

AP-42 or another source, and it contains the factor quality rating if

one exists. Note that mobile source emission factors do not appear in

FIRE. The most recently finished AP-42 stationary source revisions can

only be found on the CHIEF web site (http://www.epa.gov/ttn/chief/

ap42etc.html).

If an emission factor is not available from one of the above

sources, or if the inventory preparer wants to improve the emissions

estimates for sources deemed significant, the following data sources

may be of use.

``Volume I, Introduction to the Emission Inventory

Improvement Program (EIIP)'' (EPA-454/R-97-004a)--

http://www.epa.gov/ttn/chief/eiip/techrep.htm#intro

``Volume II, Preferred and Alternative Methods for

Estimating Air Emissions from Point Sources'' (EPA-454/R-97-004b)--

http://www.epa.gov/ttn/chief/eiip/techrep.htm#pointsrc

``Volume III, Preferred and Alternative Methods for

Estimating Air Emissions from Area Sources'' (EPA-454/R-97-004c)--

http://www.epa.gov/ttn/chief/eiip/techrep.htm#areasrc

``Volume IV, Preferred and Alternative Methods for

Estimating Air Emissions from Mobile Sources'' (EPA-454/R-97-004d)--

http://www.epa.gov/ttn/chief/eiip/techrep.htm#mobsrc

``Procedures for the Preparation of Emission Inventories

for Carbon Monoxide and Precursors of Ozone, Volume I: General Guidance

for Stationary Sources'' (EPA-450/4-91-016)--

This document provides general procedures for estimating emissions

from point and area stationary sources; it may still be useful for

estimating emissions from area sources that are not yet covered in the

EIIP area source guidance document (e.g., small publicly owned

treatment works, aircraft refueling, on-site incineration, residential

heating (excluding wood fuel), barge and tank drum cleaning). It is not

available in electronic form. Paper copies are available from the

InfoCHIEF help desk (919) 541-5285.

``Procedures for the Preparation of Emission Inventories

for Carbon Monoxide and Precursors of Ozone, Volume II: Emission

Inventory Requirements for Photochemical Air Quality Simulation

Models'' (Revised) (EPA-450/R-92-026)--

This document offers technical assistance to those engaged in the

planning and development of detailed emissions inventories for use in

photochemical air quality simulation models. It includes guidance for

identifying and incorporating the additional detail required by

photochemical air quality simulation models into an existing base year

inventory. It is not available in electronic form. Paper copies are

available from the InfoCHIEF help desk (919) 541-5285.

``Procedures for Emission Inventory Preparation, Vol. IV:

Mobile Sources'' (EPA-450/4-81-026d [Revised]) (You can download a

zipped WordPerfect file of this document from the ``Emission Inventory

Guidance'' Section of the CHIEF Web Site.)

http://www.epa.gov/ttn/chief/ei__guide.html

c. Growth estimates. In order for EPA to approve a SIP for the

proposed Ozone Transport Rule, the State must clearly document growth

factors and control assumptions used in the budget calculations. To the

extent the State uses EPA growth factors and control assumptions, the

SIP need only include a statement attesting to this. If a State wants

to substitute its own growth factors or control assumptions in the

budget analysis, it must provide adequate justification for using the

alternative numbers. As stated in the November 7, 1997 NPR (62 FR

60367), EPA believes it is important that consistent emissions growth

estimates be used for the State's budget

[[Page 25915]]

demonstration and for EPA's calculation of the required statewide

emissions budget. The EPA will evaluate any revision to these growth

factors or control assumptions that is suggested during the comment

period on this rule and may recalculate the required statewide budget

to reflect the State's change. Because the revised growth estimates

will be included in EPA's budget calculation, lower growth rates could

not be considered part of a State's NOX control strategy to

attain that budget unless the change in growth is the result of clearly

identified control strategies that can be shown to provide real,

permanent, and quantifiable changes in growth. In the November 7, 1997

NPR, EPA encouraged States to request any changes to growth estimates

or control assumptions during the comment period for the proposal so

that budgets given in the final rulemaking would reflect these changes.

Guidance on how to prepare emission growth and projections is listed

below.

The EPA is currently considering an optional alternative approach

for States to use to meet the major source offset requirements under

section 173 of the Act (new source review (NSR) for nonattainment

areas).6 This approach would allow States to create an

offset ``pool'' composed of actual emissions reductions that generally

will be achieved as a result of NOX control strategies

adopted in response to the SIP call. To create an offset pool, at the

time States revise their SIPs to include statewide NOX

control measures, under certain conditions states could set aside a

subset of their emissions reductions generated from those measures for

the purpose of offsetting anticipated emissions increases of ozone

precursors from new and modified major sources that would be subject to

nonattainment NSR preconstruction permitting. (The EPA is considering

modifying the NSR regulations to consider both NOX and VOC

ozone precursors in all areas. Under such an approach, for offset

purposes, VOC emissions increases from new and modified major sources

could be offset with NOX emissions decreases where

appropriate.)

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\6\ The EPA is not now seeking comment on the optional

alternative approach of an offset pool. The approach is described

here solely for the purpose of informing States of the potential for

such an approach and its potential relationship to the growth

estimates in the SIP call rulemaking. If EPA pursues this approach,

the agency will propose it for comment in a separate Federal

Register notice and intends to take final action by the end of this

year. In particular, to the extent that the offset pool option might

elaborate upon or vary from existing Agency policy or guidance, such

differences will be addressed in the later notice.

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The EPA currently anticipates that those States subject to the

NOX SIP call will be able to take advantage of the offset

pool idea, as compliance with the SIP call will necessitate emissions

reductions that are likely to be creditable as offsets. Specifically,

because States' budgets under the SIP call account for a certain

increment of new major source growth, states may set aside that

increment in an offset pool and still comply with the budgets mandated

by the SIP call. Thus, to take full advantage of the offset pool

approach, States would need to ensure that they have projected

sufficient growth considering major new sources and major modifications

to existing major sources that will be locating in existing and new

nonattainment areas. In general, EPA believes that sufficient growth

assumptions have been built into the budget calculations to allow an

adequate margin for new source offsets. Nevertheless, before EPA

finalizes the NOX budgets, States have an opportunity to

reevaluate and adjust growth factors and control assumptions to ensure

that the final budgets accurately reflect State-specific forecasts of

major new source growth. Consequently, EPA recommends that States

covered by this rulemaking and interested in using offset pools review

their emissions growth assumptions and projections for anticipated new

and modified major sources that will become part of their 2007 baseline

emissions inventories under this rulemaking to ensure that growth

projections accurately reflect the expected new emissions that will be

required to be offset under major NSR.

d. Emissions Growth Projection Guidance.

``Procedures for Preparing Emissions Projections'' EPA-

450/4-91-019, July 1991 (Hard copy only available).

``Guidance for Growth factors, Projections, and Control

Strategies for the 15 Percent Rate-Of-Progress Plans'' EPA 452/R-93-

002, March 1993 (Hard copy only available).

B. Emissions Reporting Requirements for States

As stated in the November 7, 1997 NPR, the EPA believes it is

essential that compliance with the regional control strategy be

verified. Tracking emissions is the principal mechanism to ensure

compliance with the budget and to assure the downwind affected States

and EPA that the ozone transport problem is being mitigated. Emissions

reporting requirements for States subject to this SIP call are

discussed in this Section.

1. Use of Inventory Data

If tracking and periodic reports indicate that a State is not

implementing all of its NOX control measures beginning in

September 2002 7 or is off track to meet its statewide

budget by 2007, EPA will work with the State to determine the reasons

for noncompliance and what course of remedial action is needed. The EPA

will expect the State to submit a plan showing what steps it will take

to correct the problems. As described more fully in the NPR (62 FR

60364--60369), noncompliance with the NOX transport SIP may

lead EPA to make a finding of failure to implement the SIP and

potentially to implement sanctions, if the State does not take

corrective action within a specified time period.

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\7\ In this discussion of reporting requirements, September 2002

is presumed to be the compliance date for NOX transport

call controls. As discussed earlier, the final rule may adopt a

different date for compliance which may, in turn, affect the dates

in the final requirements for State reporting.

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The EPA will use 2007 data to assess how each State's SIP actually

performed in meeting the statewide NOX emissions budget. If

emissions exceed the required budget in any year after 2006, the

control strategies in the SIP will need to be strengthened. The EPA

will evaluate the circumstances for the budget failure and may issue a

call for States to revise their SIPs, as appropriate.

2. Legal Authority

The legal authority for the proposed State reporting requirements

described in this Section resides in sections 110(a) and 301(a) of the

Clean Air Act. Specifically, the requirement in section 110(a)(2)(D)

that SIPs include ``adequate provisions'' to mitigate certain transport

effects on other States implicitly authorizes emissions inventory

reporting to EPA, as reporting will be needed and appropriate to verify

that a State is in fact meeting its NOX budget. Section

110(a)(2)(F) provides additional authority for requiring that SIP call

submissions include provisions for emissions reporting by sources to a

State, correlation of source information by the State, and steps by the

State to make the correlated information available to the public.

Section 110(a)(2)(K), in turn, requires a State to submit to EPA as

requested, data related to modeling the effect of NOX and

other emissions on ambient air quality. The reported emissions

inventory data described in this Section will be used by EPA in air

quality modeling to assess the effectiveness of the transport

rulemaking's regional strategy. Finally, section 301(a) grants EPA

broad

[[Page 25916]]

authority to prescribe such regulations as are necessary to carry out

its functions under the CAA. These proposed regulations are necessary

for EPA to properly carry out its evaluation of compliance with the SIP

call.

3. Background for Reporting Requirements

In the November 7, 1997 NPR, EPA indicated that it intended to work

with affected States to determine what reporting procedures are needed

to provide adequate assurance that the emissions budgets are being

achieved. On January 13, 1998, EPA held a 1-day workshop with the

States to discuss tracking issues. The objectives of the workshop were

to determine what type and frequency of inventory reporting are

feasible for the different source sectors (power generating sources,

other point sources, area sources, and mobile sources) to identify key

reporting issues related to each sector, and to develop recommendations

on reporting requirements to ensure compliance with the SIP call. The

goal was to share information and ideas rather than to reach consensus.

A summary of the meeting is contained in the docket (docket number V-B-

18) for this rulemaking.

The workshop participants generally thought that existing reporting

requirements for attainment SIPs should be used whenever possible to

minimize any new reporting burden. The States further recommended that

the degree of reporting rigor should be directly related to the sectors

that the State chooses to control in its NOX transport

strategy. Reporting every 3 years was considered feasible for all

source sectors. Reporting on an annual basis was considered both

achievable and necessary for all source sectors that a State chooses to

regulate specifically for the purpose of meeting the NOX

budgets proposed in the SIP call. This would include all NOX

sources within the State which are subject to measures included by the

State in its transport SIP revision in response to this SIP call. In

addition, it was noted that sources or source categories that would be

participating in a trading program would need to meet the reporting

protocols specific to that program. Consideration was also given to

establishing uniform monitoring and reporting requirements and a

centralized data base for reporting for other sources. Several States

indicated support for this concept if there were easy access to the

data by all parties. For all source sectors, the States suggested that

emissions rather than indicators should be reported.

4. Proposal

After taking into account the suggestions on tracking of the

participants in the workshop, EPA today is proposing inventory

reporting requirements for States subject to the NOX SIP

call. The regulatory text appears in proposed Sec. 51.122 and is

described below.

The EPA is proposing that States report emissions annually starting

with data for the year 2003 8 for any emissions source

(point, area, or mobile) to which additional controls are being applied

for the purpose of meeting the NOX budget, with certain

exceptions as discussed below, and from any emissions source that will

either sell or buy NOX emission allowances. The EPA is also

proposing that States develop and submit comprehensive statewide

NOX inventories, including all NOX sources,

controlled and uncontrolled, every 3 years, starting with data for the

year 2002.

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\8\ 2003 would be the year for which the data would be reported.

The actual reporting schedule is given in the Reporting Schedule

Section.

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The tracking requirements for meeting the NOX SIP call

budget attempt to make use of existing inventory reporting mechanisms

as much as possible so that existing requirements are not duplicated.

However, the reporting requirements outlined below are more

comprehensive than current reporting requirements for attainment SIPs

in two respects. This is because EPA proposes that States report

emissions from area sources and mobile sources annually if the State

adopts new measures to reduce emissions from these sources for purposes

of meeting the NOX budget. Currently, there is no annual

reporting requirement for area or mobile sources. In addition, States

are not currently required to report on a 3 year cycle emissions from

area and mobile sources in attainment areas. States would be required

to report Statewide area and mobile source ozone season emissions every

third year under the proposed requirements.

Details of reporting for specific source types are set forth below.

5. Annual Reporting

Annual NOX emissions reporting requirements for point,

area and mobile source emissions are to start for the year 2003. The

State must submit annual reports for all sources the State chooses to

regulate specifically for the purpose of meeting the NOX

budgets proposed in the SIP call. This would include all NOX

sources within the State which are subject to measures included by the

State in its transport SIP revision in response to this SIP call. For

example, a State would not have to submit an annual report for

NOX emissions for a cement kiln which was controlled prior

to 1998 for RACT purposes. However, if the State chose to go beyond

RACT requirements for the cement kiln in order to meet its budget, the

State would have to report annually the emissions for the source.

Emissions inventory reports are to be submitted according to the

Reporting Schedule Section below.

a. Point Sources.9 The EPA proposes that States be

required to report NOX emissions annually for all point

sources that are subject to regulations specifically for the purpose of

meeting the NOX budgets proposed in this SIP call. The State

must report emissions from such point sources both for the whole year

and for the ozone season (May 1 to September 30). The direct reporting

from sources to EPA of data used for compliance with the requirements

of a trading program meeting the requirements of 40 CFR Part 96 can be

used to satisfy this requirement. The EPA is also taking comment on

requiring electrical generating units and large industrial boilers to

use the monitoring provisions in 40 CFR Part 75 to account for their

emissions. This topic is more thoroughly discussed in Section IV.A.3,

Approvability Criteria.

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\9\ The EPA is proposing to define point source for this rule as

a non-mobile source which emits 100 tons or more per year of

NOX emissions. Non-mobile sources which emit less than

100 tons per year of NOX would be considered area

sources. This definition of point source is consistent with current

reporting requirements for NOX emissions.

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b. Area Sources. The EPA proposes that the State determine area

source NOX ozone season emissions for source categories that

are controlled beyond otherwise applicable Federal, State or local

measures to meet the NOX budget and report these annually to

EPA. A State need not report annually the emissions from an area source

sector if the State does not require additional NOX

reductions from that sector in order to meet the transport rule's

NOX budget.

c. Mobile Sources. The EPA proposes that a State determine

statewide mobile source NOX ozone season emissions and

report these to EPA annually if the State is requiring additional

controls for purposes of meeting the NOX budget. Reductions

from Federal measures are already assumed in the budget. A State need

not report annually the emissions from mobile sources if the State does

not require additional NOX reductions from that sector in

order to meet the transport rule's NOX budget.

[[Page 25917]]

6. Reporting Every Third Year (3-Year Cycle or Triennial Reporting)

Consistent with current 3-year reporting requirements, EPA proposes

that for every third year, starting in 2002, States would be required

to submit to EPA statewide NOX emissions data from all

NOX sources (point, area, and mobile) within the

State.10 These data would include data from all source

categories in the State regardless of whether those sources are being

controlled to meet the requirements of the transport rulemaking. For

triennial reporting for area and mobile sources, only ozone season

emissions must be reported. For triennial reporting for point sources,

both ozone season and annual emissions must be reported.

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\10\ The actual submittal of data by the State would only be

required 12 months after the end of 2002. The data should be

submitted according to the schedule in the Reporting Schedule

Section.

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7. 2007 Report

The EPA proposes that in 2007, States submit to EPA statewide

NOX emissions data from all NOX sources (point,

area, and mobile) within the State. This would include data from all

source categories in the State regardless of whether those sources are

being controlled to meet the requirements of the transport rulemaking.

For the 2007 report, only ozone season emissions must be reported for

area and mobile sources, while both ozone season and annual emissions

must be reported for point sources. The data reporting requirements are

identical to the reporting requirements for the 3-year cycle

inventories, and this reporting requirement is being proposed to allow

evaluation of whether budget requirements are met for 2007. This one-

time special inventory is necessary because the ordinary 3-year

reporting cycle does not fall in the year 2007. States which must

submit the 2007 inventory may project incremental changes in emissions

from 2007 to 2008 to allow the 2008 inventory requirement to be more

easily met and to reduce the burden on States which must submit full

NOX inventories in consecutive years, i.e., 2007 and 2008.

8. Ozone Season Reporting

The EPA is proposing that the States provide ozone-season

inventories for the sources for which the State reports annual,

triennial and 2007 emissions. The ozone season emissions may be

calculated from annual data by prorating emissions from the ozone

season by utilization factors that must be reported and that are

further defined in 40 CFR 51.122. For area and mobile sources, only

ozone season data must be reported for the annual, triennial, and 2007

inventories. For point sources, the State must report emissions for the

whole year, as well as for the ozone season, since States are already

required under other existing inventory provisions to submit the data

for the whole year. For the annual report, emissions need only be

reported for source categories that a State chooses to regulate

specifically for the purpose of meeting the NOX budgets

proposed in the SIP call. This would include all NOX sources

within the State which are subject to measures included by the State in

its transport SIP revision in response to this SIP call. For the

triennial and 2007 reports, ozone season emissions from all

NOX source categories within the State, controlled or

uncontrolled, must be reported. The EPA is proposing that each State

provide its ozone season calculation method to EPA for approval.

9. Data Reporting Procedures

When submitting a formal NOX budget emissions report and

associated data, the State should formally notify the appropriate EPA

Regional Office of its activities. The EPA proposes that States would

be required to report emissions data in an electronic format to the

location given below. Several options are available for data reporting.

The State may choose to continue reporting to the EPA Aerometric

Information Retrieval System (AIRS) using the AIRS facility subsystem

(AFS) format for point sources. (This option will continue for point

sources for some period of time after AIRS is reengineered (before

2002), at which time this choice may be discontinued or modified.) A

second option is for the State to convert its emissions data into the

Emission Inventory Improvement Program/Electronic Data Interchange

(EIIP/EDI) format. This file can then be made available to any

requestor, either using E-mail, floppy disk, or value added network, or

can be placed on a file transfer protocol (FTP) site. As a third

option, the State may submit its emissions data in a proprietary format

based on the EIIP data model. For the last two options, the terms

``submitting'' and ``reporting'' data are defined as either providing

the data in the EIIP/EDI format or the EIIP based data model

proprietary format to EPA, Office of Air Quality Planning and

Standards, Emission Factors and Inventory Group, directly or notifying

that group that the data are available in the specified format and at a

specific electronic location (e.g., FTP site). A fourth option for

annual reporting (not for third year reports) is to have sources submit

the data directly to EPA. This option will be available to any source

in a State that is both participating in a trading program meeting the

requirements of 40 CFR part 96 and that has agreed to submit data in

this format. The EPA will make both the raw data submitted in this

format and summary data available to any State that chooses this

option. The EPA also solicits comment on whether this option should be

expanded to additional stationary sources.

For the latest information on data reporting procedures, call the

EPA Info Chief help desk at (919) 541-5285 or email to

[email protected].

10. Reporting Schedule

The EPA is proposing that States submit the required annual and

triennial emissions inventory reports no later than 12 months after the

end of the calendar year for which the data are collected. Because

downwind nonattainment areas will be relying on the upwind

NOX reductions to assist them in reaching attainment by the

required dates, EPA believes it is important that data be submitted as

soon as practicable to verify that the necessary emissions reductions

are being achieved. Early reports will allow States to more quickly

respond to implementation problems detected by the reports. States

should formally notify the appropriate EPA Regional Office when making

the submittals.

In a related rulemaking effort, EPA is currently developing the

consolidated emissions inventory reporting rule. Among other things,

the rule will be proposing that all States in the Nation submit

statewide inventories of ozone precursors (NOX, VOC, CO)

every 3 years beginning with 1999 data. The third year reporting

requirement for the transport rule has been developed to be consistent

with that reporting cycle. However, the proposed 2002 start date for

the transport rule emissions reports is 3 years later than the start

date for the consolidated rule reports. The EPA is considering an 18-

month reporting schedule for the latter rule. The EPA expects that, as

States gain experience in developing statewide emissions inventories,

less time will be needed to gather and quality assure the data. Once

States have completed the first cycle of reporting for 1999 under the

consolidated rule, they may have sufficient procedures in place to

allow for an accelerated reporting schedule. Therefore, because of the

importance of the NOX inventory reports for determining

compliance with the NOX budgets, EPA believes it is

appropriate

[[Page 25918]]

to require a 12-month reporting schedule for the transport rulemaking.

The EPA recognizes that there are different constraints on data

collection for the point, mobile, and area source categories.

Therefore, EPA is also soliciting comment on whether different

reporting schedules should be established for the different source

categories, such that data that can be obtained more readily should be

submitted sooner. For example, because point sources are already known

to State agencies, and their operating parameters will not change

significantly from year to year, the time needed to collect and quality

assure data may be shorter than for the other categories. The new data

submission procedures discussed above may allow further reductions in

the reporting time. The EPA is soliciting comment on whether the State

reporting time for point source emissions should be shortened to no

later than 6 or 9 months after the end of the calendar year for which

the data are collected.

For mobile and area sources, the necessary reporting time frames

may be longer than for point sources due to the delay in obtaining

activity data from information sources outside the inventory preparing

agency. In many cases, surveys to collect new activity data are

required by the inventory preparing agency to be able to calculate

emissions estimates. As with point sources, the new data submission

procedures may allow reductions in the reporting time. The EPA is

soliciting comment on whether no later than 6 or 9 months after the end

of the applicable calendar year would be a feasible time frame for

submitting mobile and area source emissions inventory reports.

If different reporting schedules are established for the different

source categories in the final rule, the EPA is proposing that, for the

third year complete statewide inventory, States submit a summary report

identifying the separate submittals and totaling the statewide

NOX ozone season emissions to demonstrate progress toward,

and ultimately compliance with, their NOX budget.

11. Confidential Data

Emissions data being requested in today's proposal would not be

considered confidential by the EPA (See 42 U.S.C. 7414). However, some

States may restrict the release of certain types of data, such as

process throughput data. Where Federal and State requirements are

inconsistent, the EPA Regional Office should be consulted for final

reconciliation.

12. Data Elements To Be Reported

In addition to reporting ozone season NOX emissions, the

State should report other critical data necessary to generate and

validate these values. This includes data used to identify source

categories such as site name, location and (source classification code)

SCC codes. It also includes data used to generate the NOX

emissions values such as fuel heat content and activity level. The

specific data elements required for each source category are further

defined in 40 CFR 51.122.

V. NOX Budget Trading Program

In the November 7, 1997 proposed rulemaking to reduce the transport

of ozone and facilitate attainment of the NAAQS for ozone, EPA offered

to develop and administer a multistate NOX trading program

to assist States in the achievement of these goals; today's notice

proposes such a program. The trading program being proposed employs a

cap on total emissions in order to ensure that emissions reductions

under the proposed transport rulemaking are achieved, while providing

the flexibility and cost effectiveness of a market-based system. This

Section provides background information and a description of the

NOX Budget Trading Program, as well as an explanation of how

the trading program would interface with other State and Federal

programs. In addition, a model rule for the trading program is

proposed. States can voluntarily choose to participate in the

NOX Budget Trading Program by adopting the model rule, which

is a fully approvable control strategy for achieving emissions

reductions required under the proposed transport rulemaking.

Should the States voluntarily choose to participate in the

NOX Budget Trading Program by adopting the model rule, EPA's

authority to cooperate with and assist the States in the implementation

of the trading program resides in both State law and the CAA. With

respect to State law, any State which elects to adopt the model rule as

part of its transport SIP will be authorizing EPA to assist the State

in implementing the trading program with respect to the sources in that

State. With respect to the CAA, EPA believes that the Agency's

assistance to those States that choose to participate in the trading

program will facilitate the implementation of the program and minimize

any administrative burden on the States. One purpose of title I of the

CAA is to offer assistance to States in implementing title I air

pollution prevention and control programs (42 U.S.C. 101(b)(3)). In

keeping with that purpose, section 103(a) and (b) generally authorize

EPA to cooperate with and assist State authorities in developing and

implementing pollution control strategies, making specific note of

interstate problems and ozone transport. Finally, section 301(a) grants

EPA broad authority to prescribe such regulations as are necessary to

carry out its functions under the CAA. Taken together, EPA believes

that these provisions of the Act authorize EPA to cooperate with and

assist the States in implementing the NOX Budget Trading

Program in the ways set forth in the model rule.

A. Program Summary

1. Purpose of the NOX Budget Trading Program

The OTAG concluded that an emissions trading program could

facilitate cost effective emissions reductions from large combustion

sources (for more information on OTAG, see Section V.B.1.). When

designed and implemented properly, a market-based program offers many

advantages over its traditional command-and-control counterpart. The

OTAG articulated five principal advantages of market-based systems: (1)

Reduced cost of compliance; (2) creation of incentives for early

reductions; (3) creation of incentives for emissions reductions beyond

those required by regulations; (4) promotion of innovation; and (5)

increased flexibility without resorting to waivers, exemptions and

other forms of administrative relief (OTAG 1997 Executive Report, pg.

57). These benefits result primarily from the flexibility in compliance

options available to sources and the monetary reward associated with

avoided emissions in a market-based system. The cost of compliance in a

market-based program is reduced because sources have the freedom to

pursue various compliance strategies, such as switching fuels,

installing pollution control technologies, or buying authorizations to

emit from a source that has over-complied. Since an emission rate or

emissions level below the level mandated allows the generation of

credits or allowances that may be sold on the market, pollution

prevention becomes more cost effective, and innovations in less-

polluting alternatives and control equipment are encouraged.

A market system that employs a fixed tonnage limitation (or cap)

for a source or group of sources provides the greatest certainty that a

specific level of emissions will be attained and maintained since a

predetermined level

[[Page 25919]]

of reductions is ensured. With respect to transport of pollution, an

emissions cap also provides the greatest assurance to downwind States

that emissions from upwind States will be effectively managed over

time. The capping of total emissions of pollutants over a region and

through time ensures achievement of the environmental goal while

allowing economic growth through the development of new sources or

increased use of existing sources. In an uncapped system, (where, for

example, sources are required only to demonstrate that they meet a

given emission rate), the addition of new sources to the regulated

sector or an increase in activity at existing sources can increase

total emissions even though the desired emission rate control is in

effect.

In the NOX Budget Trading Program, EPA proposes to

implement jointly with participating States, a capped market-based

program for certain combustion sources to achieve and maintain an

emissions budget consistent with the proposed transport rulemaking. An

emissions cap or budget trading program for large combustion sources is

a proven and cost-effective method for achieving emissions reductions

while allowing regulated sources compliance flexibility.

Although participation in the NOX Budget Trading Program

is discretionary, EPA encourages States to participate in the trading

program as a cost-effective way of meeting their emissions reductions

obligations under the proposed transport rulemaking. Specifically,

today's proposal is designed to assist States in: (1) Achieving,

through a program covering certain large stationary combustion sources,

emissions reductions required under the proposed transport rulemaking;

(2) ensuring flexibility for regulated sources; (3) reducing compliance

costs for sources; and (4) reducing administrative costs to States.

Adoption of the NOX Budget Trading Rule would ensure

consistency in certain key operational elements of the program among

participating States, while allowing each State flexibility in other

important program elements. Uniformity of the key operational elements

across the NOX Budget Trading Program region is necessary to

ensure a viable and efficient trading program with low transaction

costs and minimum administrative costs for sources, States, and EPA.

The effect of NOX emissions on air quality in down wind

nonattainment areas depends, in part on the distance between sources

and receptor areas. Sources that are closer to the nonattainment area

tend to have much larger effects on air quality than sources that are

far away. In light of this, and as discussed in Section VII, the Agency

plans to evaluate alternative approaches in developing the final rule.

The Agency solicits comments on whether a trading program should

factor in differential effects of NOX emissions in an

attempt to strike a balance between achieving the cost savings from a

broader geographic scope of trading and avoiding the adverse effects on

air quality that could result if the geographic domain for trading is

inappropriately large or trades across areas are not appropriately

adjusted to reflect differential environmental effects. The Agency

could consider establishing ``exchange ratios'' for tons traded between

areas. The large number of areas in the region violating the standards

and the several different weather patterns associated with summertime

ozone pollution episodes complicate the development of a stable set of

trading ratios. Alternatively, the Agency could consider establishing

subregions for trading within the 23-jurisdiction area and apply a

discount to or prohibit trades between regions.

The Agency solicits comments on this issue. If after review of

alternative approaches (including sub-regional modeling analysis

submitted by the States and other commenters), EPA concludes that an

alternative approach is appropriate, EPA will issue a SNPR.

2. Emissions Reductions Required by the Proposed Transport Rulemaking

Each of the 22 States and the District of Columbia, determined by

EPA in the proposed transport rule to make a significant contribution

to nonattainment or interfere with maintenance in another jurisdiction,

has been assigned a statewide NOX emissions budget. Each of

these States must submit a SIP revision delineating the controls that

will be implemented to meet its specified budget. Each State has

complete discretion to develop and adopt a mix of control measures

appropriate for meeting its assigned emissions budget. Today's proposal

assumes that compliance with the emissions reductions requirements for

the transport rulemaking will begin on May 1, 2003, as proposed in the

transport rulemaking. If a different compliance deadline is required in

the final transport rulemaking, the deadlines in the proposed trading

rule will be adjusted accordingly.

In the proposed transport rulemaking, EPA calculated seasonal

NOX emissions budgets for States, assuming activity growth

levels through 2007 and the application of reasonable, cost-effective

controls that are currently available to achieve NOX

reductions. The statewide budgets were developed by applying

appropriate controls to each sector of the total State emissions

inventory: large electricity generating devices, point sources other

than large electricity generators, nonroad engines, highway vehicles,

and area sources. The statewide NOX budget development

process is fully described in Section III.B. of the November 7, 1997

proposal (62 FR 60346).

As outlined in the proposed transport rulemaking, budget levels

calculated for nonroad engine, highway vehicle, and area source

inventory sectors assume continued application of controls already

required for those source sectors in addition to implementation of

Federal measures, such as the National Low Emissions Vehicle Program.

The statewide seasonal NOX budgets proposed for the large

electricity generating source sector (fossil-fuel burning electricity

utility units and nonutility units serving electricity generators

greater than 25 MWe) were based on applying a uniform NOX

emission rate of 0.15 lb/mmBtu to projected generating activity levels.

Budget estimates for States' nonutility point source sector were

developed assuming a 70 percent reduction from future emissions levels

of large sources (greater than 250 mmBtu/hour), and application of RACT

to medium sized sources (100-250 mmBtu/hour) in this category.

Though States are free to independently determine their control

strategies to achieve their statewide budgets, several Federal and/or

State programs are already under way or planned for most of the

inventory source sectors to assist States in meeting their budgets. For

example, meeting individual budget components for highway vehicles and

nonroad engines can be achieved through Federal programs without

adopting additional new control strategies. In addition, EPA is

offering to administer certain aspects of today's proposed regional

NOX Budget Trading Program in order to assist States in

developing a regulatory strategy for large stationary combustion

sources.

3. Benefits of Participating in the NOX Budget Trading

Program

Participation in the NOX Budget Trading Program would

enable States that have been identified in the proposed transport

rulemaking to achieve the required emissions reductions from stationary

combustion sources while minimizing the

[[Page 25920]]

administrative burden faced by both States and sources. The SIP

revision process required by the proposed transport rulemaking would be

significantly streamlined for States choosing to include the

NOX Budget Trading Program as a part of the SIP. The EPA

proposes that adoption of the model rule will be considered a SIP-

approvable control strategy for the proposed transport rulemaking.

States electing to participate in the trading program may either adopt

the model rule by reference or develop State regulations that are in

accordance with the model rule.

The permitting process under the trading program would be

significantly streamlined since there will be no need for enforceable

compliance plans and few circumstances necessitating permit revisions.

Emissions monitoring, a central requirement of the trading program, as

well as the availability to the public of emissions data, allowance

data, and annual reconciliation information, would ensure that

participating States and the public have confidence that the required

emissions reductions are being achieved.

Cost savings for sources in States included in the trading program

are projected to be substantial. As estimated in the ``Proposed Ozone

Transport Rulemaking Regulatory Analysis'' (September 1997 docket #

III-B-01), annual incremental costs for a rate-based control approach

(at 0.15 lbs/mmBtu) are estimated to be $501 million higher in 2005

than the costs of participating in the NOX Budget Trading

Program (assuming the same emission rate) for the 23 jurisdictions in

the proposed transport rulemaking. Moreover, the annual average cost

effectiveness of emissions reductions achieved through a regional

trading program for the electric power industry is projected to be

approximately $1,250 per ton by 2010, while the cost effectiveness of

the rate-based approach is projected to be $2,050 per ton by 2010

(pages 2-24 through 2-27).

Sources included in the trading program can also expect increased

compliance flexibility, as compared to a rate-based approach that

requires each affected source to comply with the 0.15 lbs/mmBtu

emission rate and necessitates installation of control equipment for

any affected source that cannot meet the limit. Participation in the

trading program provides sources the choice of numerous compliance

strategies. Moreover, sources can choose to over-comply and generate

excess allowances that can be sold on the market or, as discussed

below, possibly banked for future use. In addition, sources may change

their control approach at any time without regulatory agency approval.

4. EPA's Proposal

Initially, the following sources would be included in the

NOX Budget Trading Program: fossil fuel-fired units (i.e.,

stationary boilers, combustion turbines, and combined cycle systems)

that serve an electrical generator of capacity greater than 25 MWe; and

fossil fuel-fired units that do not serve a generator and that have a

heat input capacity greater than 250 mmBtu/hr. All such sources located

within a State that chooses to join the trading program would be

required to participate in the program. Conversely, sources located in

States that do not join the trading program would not be eligible to

participate. The NOX budget sources initially included in

the trading program represent about 80 percent of the point source

portion of the 2007 NOX baseline emissions inventory and

about 65 percent of the point source portion of the 2007 NOX

budget as proposed in the ozone transport rulemaking. Additionally,

these sources represent about 90 percent of the emissions reductions

required in the proposed ozone transport rulemaking. This core group of

sources, therefore, captures the majority of NOX emissions

from the point source sector. States, however, have the option of

extending the program to include additional point sources at their

discretion, provided these additional point sources can fulfill the

requirements set forth for the trading program in this proposal. The

EPA is also taking comment on allowing certain new and modified major

sources to participate in the trading program at their discretion as a

way of potentially meeting the new source offset provisions under

section 173 of the CAA, provided the source meets the permitting,

monitoring, and accountability requirements of the trading

program.11 The EPA requests comments on broadening the

applicability of this trading program to include more types of sources

such as process sources, mobile sources, or area sources. Commenters

should address each type of source that they recommend be included in

the applicability of this program. For each source type, commenters

should describe procedures for monitoring emissions and identify

responsible parties for the source type. Criteria for monitoring and

for responsible parties are outlined below. Additionally, comment is

requested on any other types of concerns or issues associated with

inclusion of these other source types (e.g., environmental justice; net

cost savings likely to accrue from trading; administrative costs for

sources, States, and EPA).

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\11\ For discussion on this subject, see Section F, below, that

addresses New Source Review.

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Sources in the trading program would be required to monitor and

report their emissions in accordance with relevant portions of 40 CFR

part 75, which is currently under revision to provide greater

flexibility to regulated sources. (40 CFR part 75 revisions will be

proposed in a notice entitled ``Acid Rain Program; Continuous Emission

Monitoring Revisions'' that will be published in the Federal Register

in the near future.) The monitoring of emissions is necessary for

accountability and to ensure that a ton from one source in one State is

equivalent to a ton from another source in the same or another State.

The NOX allowances--each allowance representing a

limited authorization to emit one ton of NOX--would be the

currency used in the trading program. An emissions budget and an

allowance-based system ensure achievement of environmental goals within

a cost-effective, market-based program and can be implemented through

existing infrastructure. A fixed number of NOX allowances

would be allocated to regulated sources in each State for each ozone

season in the amount of the NOX budget set for the trading

program in the State. States would have the responsibility for

allocating allowances among regulated sources. The proposed

NOX Budget Trading Rule establishes timing requirements for

the submission of NOX allowance allocations to EPA by

participating States for inclusion into the NOX Allowance

Tracking System (NATS), which would be operated by EPA.

In addition to timing requirements, today's proposal provides

options for a recommended methodology for States to allocate

NOX allowances to their sources covered by the

NOX Budget Trading Program. A specific recommendation would

be included in the final trading rule. States would have the

flexibility to deviate from EPA's recommendation as long as the timing

requirements (40 CFR 96.41) are met and total NOX allowances

allocated to regulated sources do not exceed the number of tons that

the State apportions to these sources in the SIP. This would help

ensure that the trading program can operate efficiently and effectively

across multiple States.

In addition to EPA's traditional role in the approval and oversight

of the SIP, EPA would be responsible for managing the emissions data

and market functions

[[Page 25921]]

of the program, as well as performing annual reconciliation of

monitored emissions and allowances. States choosing to join the trading

program would be responsible for promulgating the supporting State

regulations; submitting NOX allowance allocations to EPA for

inclusion in NATS; and enforcing the permitting, monitoring and excess

emissions requirements. As established in the proposed transport

rulemaking, the control period would extend from May through September.

Based on results presented in the regulatory analysis for the proposed

transport rule that suggest no significant changes in the location of

emissions reductions resulting from an unrestricted trading program

with a consistent control level (``Proposed Ozone Transport Rulemaking

Regulatory Analysis,'' September 1997, pages 2-20 and 2-23, docket #

III-B-01), trading could occur across participating States free from

restrictions (other than the requirement to comply with existing

emissions limits under title I and title IV of the Act). These and

other program parameters, however, are predicated on the proposed

transport rule and may be modified if the final transport rule differs

from the proposal.

B. Evolution of the NOX Budget Trading Program

Market-based systems to control NOX emissions have been

developed within the United States, including: The South Coast Air

Quality Management District's Regional Clean Air Incentives Market

(RECLAIM) and the Ozone Transport Commission's (OTC) NOX

Budget Program. Today's proposed NOX Budget Trading Program

builds directly upon the OTC program and recommendations from OTAG. In

addition, EPA held two public workshops in November and December of

1997 specifically to solicit input on the development of the trading

program. The proceedings of these workshops are also summarized in this

Section.

1. OTC's NOX Budget Program

The goals and implementation strategy of the OTC's NOX

Budget Program are similar to those of the proposed transport rule and

today's proposed NOX Budget Trading Program. Taking into

account the work that has been done by the OTC, EPA has tried to

develop a proposal that will minimize conflicts between the two

programs by building upon the terms and provisions in the OTC program.

Section V.E of this preamble further discusses the integration issues

for the two programs.

On September 27, 1994, the OTC adopted a Memorandum of

Understanding (MOU) committing the signatory States to the development

and proposal of regionwide NOX emissions reductions in two

phases beginning in 1999 and 2003. The signatory States were Maine, New

Hampshire, Vermont, Massachusetts, Connecticut, Rhode Island, New York,

New Jersey, Pennsylvania, Maryland, Delaware, and the District of

Columbia.

The OTC MOU requires reductions in ozone season NOX

emissions from utility and large industrial combustion facilities in

order to further the effort to achieve the health-based NAAQS for

ozone. These emissions reduction requirements will be implemented

through a regionwide cap-and-trade program. The OTC States, in

collaboration with EPA, industry, and environmental groups, drafted and

approved a model rule in May 1996. This model rule serves as a template

for States to adopt their own rules to implement the budget program

defined by the OTC MOU. In addition to adopting rules, States in the

OTC program are responsible for allocating NOX allowances

among regulated sources, certifying monitors and monitoring plans,

auditing and recertifying sources, and enforcing the provisions of

their State rules. In addition to EPA's traditional role in the

approval and oversight of the SIP, EPA serves as the administrator for

the NATS and the Emissions Tracking System (ETS), the data systems used

to implement the OTC program. This entails issuing NOX

allowances and opening accounts, processing transfers and quarterly

emissions reports, conducting annual reconciliation of emissions and

allowances, and providing technical assistance to States and sources as

needed.

To implement the program, the OTC MOU emissions reduction

requirements were applied to a 1990 baseline for NOX

emissions in the Ozone Transport Region (OTR) to create an emissions

budget for each of the 2 target years: 1999 (Phase II) and 2003 (Phase

III). (Phase I required the installation of RACT by May 1995.) This

budget was apportioned among all the States; each State is responsible

for allocating its budget to regulated sources in its State. Sources

are allowed to buy, sell, or trade NOX allowances, and

ultimately must hold allowances sufficient to cover all NOX

emitted during the ozone season. Beginning in 1999, the total

NOX emissions from regulated sources cannot exceed the

number of allowances allocated in the OTR.

In order to ensure that NOX emissions reductions are

achieved and allowances are fungible, budget sources are required to

monitor and report their NOX emissions. Most sources use

CEMS, as approved by EPA under 40 CFR Part 75. For smaller oil-and gas-

burning units, alternative monitoring methods are available.

At the conclusion of each ozone season, sources have an opportunity

to evaluate their reported emissions and obtain any additional

NOX allowances they may need to offset their emissions

during the ozone season. By December 31 of each year, a regulated

source submits a compliance certification report. Should a source lack

sufficient allowances to offset emissions for the season, the OTC model

rule requires subtraction of allowances from that source's allocation

for the following year. If enough NOX allowances are not

held, an automatic offset will be imposed during the following year's

ozone season where an amount of NOX allowances will be

deducted from the source in an amount equaling three NOX

allowances for each ton of excess emissions. The source is also subject

to the application of existing State and Federal enforcement protocols

and penalties.

The NOX allowances that are not used are automatically

carried over into the following year as banked allowances. The banking

provisions of the OTC model rule provide for unlimited banking of

allowances with a ``progressive flow control'' management scheme to

control the withdrawal and use of banked allowances. (For a more

detailed discussion of banking, see Section V.E.). Explicit program

audit provisions are established in the OTC model rule to ensure that

the use of banked NOX allowances does not threaten the

integrity of the system.

Finally, the OTC model rule makes provisions for possible rule

modifications in the future. This ``mid-course correction'' provides an

opportunity to revise the 2003 emissions reduction target and budget

and to modify the OTC model rule in response to refined air quality

modeling or other altered circumstances.

2. OTAG Process

The OTAG, a partnership among the 37 easternmost States and the

District of Columbia, EPA, industry representatives and environmental

groups, was charged with assessing the significance of ozone transport

and with recommending to EPA control strategies for reducing this

transport. The OTAG's initial meetings were in May and June of 1995,

and its final recommendations were issued to

[[Page 25922]]

EPA on July 8, 1997 (see 62 FR 60376, Appendix B). The OTAG completed

an extensive and comprehensive analysis of ozone transport and control,

and EPA has taken OTAG's work and conclusions into account in

developing this rulemaking.

The analysis and conclusions of the Trading and Incentives

Workgroup of OTAG are particularly relevant to EPA's creation of the

NOX Budget Trading Program. The Trading and Incentives

Workgroup was charged with designing market-based approaches to reduce

NOX emissions. This group identified two basic paths to

market system implementation--identified as ``Track One'' and ``Track

Two''--which could be used to facilitate achievement of the statewide

budgets delineated in the proposed transport rulemaking. ``Track One''

was defined as an interstate cap-and-trade program for stationary

sources, administered by a central regulatory authority, such as EPA.

``Track Two'' was defined as a market-based system without an emissions

cap. As discussed above, trading with a cap better ensures that

environmental goals will be met than trading without a cap. Therefore,

for the purposes of assisting State achievement of the statewide

budgets set forth in the proposed transport rulemaking, EPA is focusing

on implementing a ``Track One'' type of program with today's proposed

rule and is building upon OTAG's analysis and recommendations regarding

the development of Track One programs.

3. EPA Model Trading Program Workshops

The EPA held two public workshops to solicit comments and

suggestions from States and other stakeholders on a NOX cap-

and-trade program prior to developing today's proposed NOX

Budget Trading Rule. This Section describes the workshop process.

Greater detail regarding program development and feedback received

through the workshop process is provided within relevant Sections of

this preamble.

The trading rule workshops were held on November 4 and 5, 1997 in

Washington DC, and December 10 and 11, 1997 in Arlington, Virginia.

Written comments during this pre-proposal phase were welcomed through

December 31, 1997. Each workshop consisted of a 2-day forum: the first

day was devoted to EPA/State discussions, and the second day was open

to all interested parties. Over 150 people participated in each of the

workshops. To facilitate meaningful comments from these participants,

EPA developed working papers on critical issues that were made

available for review prior to each workshop. These papers discussed

major issues relevant to developing a NOX Budget Trading

Rule, delineated options and, in some cases, offered recommendations.

The issues associated with each working paper were presented at the

workshops, followed by open discussion periods allowing workshop

participants to comment and discuss each issue.

The first workshop, addressed the foundations of the NOX

Budget Trading Program development. To achieve the required

NOX emissions reductions in the most cost-effective manner,

the goals of the trading program were defined as meeting the budget,

facilitating trading, and creating a workable program. The necessity of

operating the NOX Budget Trading Program within the

framework of the proposed transport rulemaking dictated further

requirements, such as a seasonal control period. Four fundamental

trading rule components (applicability, monitoring, emissions

limitations, and banking) were discussed at length.

After broad concepts for the NOX Budget Trading Program

framework were introduced and discussed at the first workshop, EPA

revised and augmented the working papers in accordance with comments

and discussion. At the second workshop, EPA presented recommendations

and considerations of additional issues, seeking further input from

participants. The original working papers on applicability, monitoring,

emissions limitations, and banking were expanded, and new papers on the

use of output in allocations and the creation of an energy efficiency

set-aside were introduced in response to interest expressed at the

first workshop. In addition, a paper presenting a skeleton of all the

components of a model rule was presented to provide context for input

and an indication of how the NOX Budget Trading Rule as a

whole was evolving.

The EPA found the workshop process to be very helpful in generating

useful recommendations for developing the framework for the model rule.

Today's NOX Budget Trading Rule proposal incorporates

comments and suggestions raised at both workshops, along with nearly

fifty written comments received following the workshops. Listening to

issues important to States through the workshop process was essential

for EPA to develop a program that would meet States' needs. Since the

ultimate cost savings of the regional trading program will increase

with the number of participating States, it is advantageous to design a

regional trading program that will likely be adopted by the greatest

number of States. The workshops also served as a forum to discuss which

program elements should be consistent among participating States, since

consistency in State-adopted rules is essential for a viable regional

cap-and-trade program. Also of importance in the workshop process was

working with stakeholders, such as affected sources, in order to ensure

that the trading program offers the necessary flexibility, as well as

compatibility with other programs.

The working papers, a detailed summary of the input received during

both workshops, and written comments are included in the proposed

transport rulemaking docket (A-96-56, Section 2a).

4. RECLAIM Program

The RECLAIM program, which was adopted by the South Coast Air

Quality Management District in October, 1993, and began January 1,

1994, provides another example of a cap-and-trade market system. This

program regulates NOX and sulfur oxides (SOX)

emissions from facilities that generally emit four or more tons per

year of either pollutant from permitted equipment in the South Coast

Air Basin, centered in Los Angeles.12 The RECLAIM program

currently includes approximately 330 facilities.

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\12\ Some sources with annual emissions less than four tons are

included in the program by virtue of their inclusion in a SIC

category in which the majority of sources emit greater than four

tons per year.

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The RECLAIM program replaced command-and-control regulations with a

market program to provide facilities with added flexibility and lowered

compliance costs in achieving reductions required to meet State and

Federal requirements for clean air programs. Facilities in the program

are collectively required to cut their emissions by a specific amount

each year under the program, resulting in an almost 80 percent

reduction by 2003 for both SOX and NOX. Each

facility participating in RECLAIM is allocated RECLAIM trading credits

(RTCs) equal to its annual emissions limit. Initially, allocations are

based on past peak production and the requirements of existing rules

and control measures for each facility. Allocations decline annually

through the 2003 compliance year, then remain constant during

subsequent years. The RTCs, each representing the limited authorization

to emit one pound of pollutant, expire annually. Facilities may trade

these RTCs among themselves, providing that every quarter, each

facility holds credits

[[Page 25923]]

equal to or greater than their actual emissions for that quarter.

In terms of NOX emitters, the RECLAIM program generally

requires stationary sources that emit ten or more tons of

NOX annually or which burn any solid fuels to use CEMS to

quantify their emissions. Smaller sources have additional monitoring

options. Sources that emit four or more tons of NOX and less

than ten tons may use default emission rates. They must demonstrate

that these rates are appropriate by monitoring process variables,

performing periodic emissions testing, and conducting periodic tune-ups

of equipment. The smallest sources in the RECLAIM program (those with

annual emissions of less than four tons) may choose to use default

emission rates that require less extensive testing and demonstration

than those available to the larger sources.

The program's annual report for 1996 concluded that RECLAIM was

continuing to meet its emissions reduction goals; an active trading

market had developed; and the compliance rate, once it is finalized for

the 1996 compliance year, will be in the 85 to 90 percent range.

C. NOX Budget Trading Program

1. General Provisions

Today's proposed NOX Budget Trading Rule will be

incorporated into the 40 CFR as a new part 96. The subparts of 40 CFR

part 96 are described below. The provisions of 40 CFR part 96 will

become effective and apply to sources only if a State incorporates 40

CFR part 96 by reference into the State's regulation or adopts

regulations that are in accordance with 40 CFR part 96.

a. Purpose. Subpart A of today's proposed NOX Budget

Trading Rule includes Sections describing: To whom the NOX

trading program would apply; the standard requirements for participants

in the program (permitting, NOX allowances, monitoring,

excess emissions, and liability provisions); exemptions for retired

units from the program requirements; definitions, measurements, and

abbreviations; and computation of deadlines stated within the proposal.

b. Definitions, Measurements, Abbreviations, and Acronyms.

Many of the definitions, measurements, abbreviations, and acronyms

are the same as those used in 40 CFR part 72 of the Acid Rain Program

regulations, in order to maintain consistency among programs. However,

additional terms specific to the NOX Budget Trading Program,

such as control period (the period beginning May 1 of each year and

ending on September 30 of the same year), NOX Budget unit (a

unit subject to the emissions limitation under the NOX

Budget Trading Program), and several others are added. Key definitions

are discussed in relevant Sections below describing the rule.

c. Applicability. The EPA proposes that the NOX Budget

Trading Rule be applicable to a core group of sources that includes all

fossil fuel-fired, stationary boilers, combustion turbines, and

combined cycle systems (i.e., ``units'') that serve an electrical

generator of capacity greater than 25 MWe and to any fossil fuel-fired,

stationary boilers, combustion turbines, and combined cycle systems not

serving a generator that have a heat input capacity greater than 250

mmBtu/hr. A unit is considered fossil fuel-fired if fossil fuels

account for more than 50 percent of the unit's heat input on an annual

basis. These sources represent about 80 percent of the point source

portion of the 2007 NOX baseline emissions inventory and

about 65 percent of the point source portion of the 2007 NOX

budget in the proposed ozone transport rulemaking. Additionally, these

sources represent about 90 percent of the emissions reductions required

in the proposed ozone transport rulemaking.

The EPA proposes the above core group of sources based on their

significant contribution of NOX emissions, range of cost-

effective emissions reduction options, ability to monitor emissions,

and ability to identify responsible parties. The following discussion

examines the monitoring and responsible party criteria for the

NOX Budget Trading Program's applicability. Additional

options for the trading program's applicability are also presented for

consideration. The EPA solicits comment on the appropriateness of

including all categories described above in the core group of sources,

whether the size cut-offs should be higher or lower for these source

categories, and the appropriateness of including other source

categories in the core group.

i. Monitoring. In general, sources that participate in a cap-and-

trade program must have the ability to accurately and consistently

account for their emissions. Accuracy is an important design parameter

because it ensures that emissions for all sources covered by the

trading program are within the cap. In addition, because each

NOX allowance will have economic value, it is important to

ensure that emissions (and thus allowances used) are accurately

quantified. Consistency is an important feature because it ensures that

accuracy is maintained from source to source and year to year. It also

ensures that the sources in the trading program are treated equitably.

Finally, consistency facilitates administration of the program for both

the regulated community and State and Federal agencies.

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Supplemental Notice for the Finding of Significant Contribution and Rulemaking for Certain States in the Ozone Transport Assessment Group Region for Purposes of Reducing Regional Transport of Ozone · 63 FR 25902 | Frix