2011 DCA ENVIRONMENTAL MANUAL
TABLE OF CONTENTS
I. INTRODUCTION AND OVERVIEW
II. ENVIRONMENTAL ASSESSMENT REQUIREMENTS
A. Phase I Requirements
B. Non-Scope Issues for Phase I Reports 1. Wetlands 2. State Waters 3. Floodplains 4. Public and Historic Records Review 5. Noise 6. Water Leaks/ Mold/ Microbial Growth 7. Radon Gas 8. Asbestos 9. Lead-Based Paint 10. Lead in Drinking Water 11. PCB's 12. Photographs 13. Endangered Species 14. Other Hazards and Considerations 15. Historic Preservation
C. Required Documentation for Phase I Reports
D. Requirements for Phase II Investigations/Other Testing
E. Professional Opinion and Related Requirements for Phase I and Phase II Reports
F. Insurance Requirements
G. HUD Requirements for HOME Projects
III. DCA EVALUATION & CONCLUSIONS
IV. OPERATIONS AND MAINTENANCE PLANS
V. REQUIRED FORMAT FOR PHASE I REPORT
VI. COMMON ERRORS/OMISSIONS/CHECKLIST
VII. GLOSSARY OF TERMS AND ACRONYMS
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2011 DCA ENVIRONMENTAL MANUAL
This Manual contains the following: Environmental Site Assessment Standards and Reporting Requirements Environmental Forms 1. Environmental Certification 2. Owner Environmental Questionnaire and Disclosure Statement 3. Property Log and Information Checklist 4. HOME and HUD Environmental Questionnaire 5. HOME and HUD Environmental Questionnaire Guidance
Environmental Site Assessments Standards and Reporting Requirements
The Georgia Department of Community Affairs ("DCA") requires site-specific environmental assessment for all development proposals being considered for funding with 9% Tax Credits, 4% Tax Credits, and/or HOME Loans. At a minimum, DCA requires a Phase I Environmental Site Assessment ("Phase I"), in accordance with, but not limited to, standards developed by the American Society for Testing and Materials' ("ASTM") and set forth in the "Standard Practice for Environmental Site Assessments, Phase I Site Assessment Process.", ASTM 1527-05. If a Phase I recommends additional review or a Phase II report, the Phase II and/or the additional review documentation must be provided. For projects which request HOME funds or list other HUD funding sources, including but not limited to Project Based Rental Assistance ("PBRA"), the Environmental Professional (see Section A(3)(a) below) must complete the HOME and HUD Environmental Questionnaire. This form can be found in the Application Forms section.
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I. Introduction and Overview
A Phase I serves as a screening process designed to discover environmental concerns, recognized environmental conditions and non-scope issues which may potentially impact the subject property, and to ensure that "all appropriate inquiry" (as that term is defined by the EPA in 70 Fed. Reg. 66070, 72; 40 C.F.R. Part 312) is conducted. By contrast, a Phase II Environmental Site Investigation ("Phase II") is intended to further investigate any environmental issues raised by the Phase I.
DCA REQUIRES the Environmental Professional to follow ASTM E 1527-05, or any updated version promulgated by ASTM which meets the requirements of the EPA's AAI regulations (the "ASTM Standards"), in conducting Phase I Environmental Site Assessments. DCA also has additional investigative and testing requirements which exceed the ASTM Standards. Some of these extra requirements are referred to as "non-scope considerations" in Section 13 of ASTM E 1527-05. DCA's additional requirements include, but are not limited to, asbestos, mold, lead-based paint, lead in drinking water, noise, radon, PCBs, floodplains and wetlands (hereinafter referred to as "non-scope issues"). Where DCA guidelines are more stringent than the ASTM Standards, the DCA guidelines are to be considered controlling.
Any Phase I submitted to DCA must demonstrate that all appropriate inquiry into previous ownership and use of the property consistent with good commercial or customary practice was conducted. Applicants must use appropriate due diligence when evaluating the property and investigating surrounding areas that may impact the property, in short they should make "all appropriate inquiries" to learn their true condition. Applicants must become familiar with federal, state, and local health, safety, and environmental laws governing the property. Developers and owners must disclose their knowledge of actual or suspected environmental concerns in accordance with ASTM Standards and are strongly encouraged to contact DCA if unusual or questionable conditions exist before they submit their formal Application to DCA.
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II. Environmental Assessment Requirements
A. Phase I Requirements
1. The Phase I Report must be in the format shown in Section V: Required Format for
Phase I Report. Phase I Reports that deviate from this format including addition of
sub-sections, may not be accepted. The inclusion of additional appendices to the
Phase I Report is acceptable. Please note that if a prescribed sub-section or
appendix is not applicable, the Environmental Professional must note "Not
Applicable" or "Not Available" in that section of the report or that appendix. Note:
During the competitive round, the Applicant could have points deducted from its
score if the proper format is not followed.
2. The Phase I must substantially comply with ASTM E 1527-05 or any updated
version promulgated by ASTM that meets the requirements of the EPA's AAI
regulations.
a. The Phase I Report must contain a statement that ASTM E 1527-05 (or any
updated version) was used in completing the Phase I and that "all appropriate
inquires" were conducted.
b. The Environmental Professional must include a description of the procedures
followed while conducting the Phase I investigation in the Phase I Report,
including a detailed scope of services.
c. Generally, most Phase I Reports are performed to qualify for one of the three
landowner liability protections under the Comprehensive Environmental
Response, Compensation and Liability Act, 42 U.S.C. 9601 et seq. (1980):
the innocent landowner limitation; the contiguous property owner limitation; or
the bona fide prospective purchaser limitation. The Environmental
Professional must consult with the Applicant to determine the Applicant's
purpose for performing the Phase I and must set forth the purpose for which
the Phase I site investigation was undertaken in the Phase I Report.
Specifically, the Environmental Professional must expressly state that he
understands that the purpose of the Phase I is to ascertain whether the
property is environmentally suitable for construction of a multifamily housing.
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d. The Applicant must submit the number and type of duplicate originals of the
Phase I Report specified in the applicable Qualified Allocation Plan.
3. In addition, the Phase I must be performed under the supervision of, reviewed,
signed, and certified by an Environmental Professional, using the Environmental
Consultant Signature Page for Phase I Reports, which can be found in the Forms
section of this Manual. The Environmental Consultant Signature Page for Phase I
Reports must appear immediately following the cover page of the Phase I Report.
a. An "Environmental Professional" is, as defined in 40 C.F.R. 312.10(b):
(i) A Professional Engineer ("P.E.") or a Professional Geologist ("P.G.")
who is licensed to practice engineering or geology, respectively, in the
state of Georgia with at least three (3) years full-time "relevant
experience," including but not limited to participation in performance of
environmental site assessments which involved the understanding of
surface and subsurface environmental conditions.
(1) The term "relevant experience" is used here as it is defined in 40
C.F.R. 312.10(b).
(2) The P.E. or P.G. must be an employee or principal of the
environmental consulting firm retained to complete the
environmental assessment.
(ii) A person with at least a Baccalaureate degree from an accredited
institution in engineering or science who is licensed to perform
environmental site assessments and to conduct all appropriate inquiries
in the state of Georgia with at least five (5) years full time relevant
experience.
(iii) A person having ten (10) years relevant experience.
b. The Phase I must include in Appendix H, the resume(s) that describe the
qualifications of all personnel involved with the Phase I environmental site
assessment; the qualifications of all such personnel must also be discussed in
Section 2.4 of the Phase I Report.
c. The Environmental Professional may not be affiliated with the
developer/owner, or a buyer or seller of the property, or a firm engaged in any
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business that might present a conflict of interest or give the appearance of a
conflict of interest.
4. The Phase I Report must include a "Site Map" (must be to scale) in Appendix A
showing:
a. An area large enough to display the relative location of the site in its
orientation to adjacent properties and facilities, with existing streets and drives
within fifty (50) feet of the site.
b. Delineation of the perimeter of any major existing structures on the site.
c. Any visible or reasonably ascertainable easements on the site.
d. Environmental concerns where applicable.
e. Direction (established or presumed) of groundwater flow.
f. The boundaries of any floodplains, wetlands, and/or potential State Waters on
or adjacent to the site.
5. The Phase I Report must include a comprehensive historical review of the subject
property.
a. The Phase I must include in Appendix D, a copy of documentation provided by
the title company or title professional regarding reasonably ascertainable
recorded land title records and records of environmental liens and activity and
use limitations. The Environmental Professional must discuss the chain of
title, records of environmental liens and activity and use limitations associated
with the property and any other pertinent records found by the title company or
title professional in the historical records review which, when reviewed in its
entirety, clearly shows a history of previous uses of the property back to 1940
or the property's obvious first developed use, whichever is earlier.
(i) This review must consider the "standard historical sources" listed in
Section 8.3.4.1 through 8.3.4.8 of ASTM E 1527-05, to the extent
required by ASTM.
(ii) DCA may, at its sole discretion, also require the review of any sources
listed in Section 8.3.4.9 of ASTM E 1527-05.
b. The Environmental Professional must comment on the results of the historical
review. The historical review must:
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State whether information about environmental liens or activity and use limitation records were reasonable ascertainable,
Describe what efforts were made to identify environmental liens and/or activity and use limitations, and give a professional opinion as to any potential environmental concerns,
Recognized environmental conditions and/or non-scope issues identified.
If no recognized environmental conditions were identified in the historical review, the Environmental Professional must conclusively say so in the historical review section of the Phase I Report. The Environmental Professional must also state in the historical review section whether any non-scope issues were identified in the historical review. Environmental lien information can often be obtained along with chain-of-title information. Although some of these items are designated user responsibilities in ASTM E 1527-05, DCA requires that the Environmental Professional research, evaluate and assess these matters. 6. The Environmental Professional must make reasonable efforts to conduct all
interviews required by ASTM as part of the Phase I site assessment. a. Note that for abandoned properties, the Environmental Professional must also
interview owners and occupants of neighboring properties. b. The Environmental Professional must also make a reasonable attempt to
interview at least one staff member at each of the following: local fire department; state or local health department or environmental agency; the local agency responsible for the issuance of building permits; the local agency responsible for issuance of groundwater use permits; state or local agency with jurisdiction over hazardous waste disposal. c. Documentation of all interviews (or documentation of attempts to complete such interviews) must be included in Appendix G. 7. The consultant preparing the Phase I Report must gather from the user(s) of the Phase I Report all information required in Section 6 of ASTM. Information obtained
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from the user interview(s) must be included in Section 4.3.4 of the Phase I Report,
and documentation of the interview(s) must be included in Appendix G.
a. The Applicant must be interviewed as a "user" for every Phase I Report
submitted to DCA. Additionally, for purposes of Applications submitted to
DCA, all of the following parties are also considered "users": the entity that
has title to the property or the entity that will take title to the property, project
development partners, equity partners for the project, and any other party
which would be defined as a "user" within the meaning of Section 3.2.93 of
ASTM.
b. Where there are multiple users, the text of Section 4.3.4 of the Phase I Report
should make clear from which user the information was obtained.
c. If the consultant preparing the Phase I Report was unable to interview any one
or more users, the consultant must describe what attempts were made to
interview such users, include documentation of these attempts in Appendix G,
and discuss the data gap in Section 6.0.
8. The Phase I Report (including, but not limited to, regulatory database reviews,
interviews, and searches for recorded environmental liens) must be completed less
than one hundred eighty (180) days before Application submission. Phase I
reports older than (180) days may require an updated environmental report, while
Phase I reports older than one year may require a new report. Consult your
Environmental Professional for guidance. For projects applying for federal funds,
DCA may request an updated or new Phase I report prior to loan closing.
a. The date of the Phase I Report shall be clearly placed on the cover page of
the Phase I Report.
b. The date of the site reconnaissance shall be specified in Section 5.1 of the
Phase I Report. The Phase I Report must be issued no more than sixty (60)
days after the site reconnaissance, unless waived by DCA at its sole
discretion.
c. DCA reserves the sole right to require an update of any Phase I which is equal
to or greater than one hundred eighty (180) days old at the time final approval
of any Application is granted or at any time prior to commencement of
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construction if additional information regarding an environmental issue is
discovered.
9. If an updated Phase I report is necessary because the original Phase I report is
between one hundred eighty (180) days and one (1) year old at the time of
Application submission, then the updated Phase I must include the following
updated components, in accordance with Section 4.6 of the ASTM Standards:
a. Description of the new site reconnaissance, including visual inspection of the
property and of adjoining properties.
b. Updated site photos.
c. Updated federal, tribal, state, and local governmental records.
d. Updated search for environmental liens.
e. New interviews with owners, occupants, and operators of the property (or of
neighboring properties, in the case of an abandoned or vacant site).
f. All original materials and updates.
g. The opinion of an Environmental Professional addressing all conditions
(changed and unchanged) at the site.
h. The Environmental Consultant Signature Page for Phase I Reports, signed by
all appropriate parties.
i. An Environmental Certification signed by the Environmental Professional who
conducted the update.
10. The Environmental Professional must address any previous environmental site
assessments (Phase I and/or Phase II) that were performed for the subject
property in Section 5.5.7 of the Phase I Report, and include the available previous
Reports in Appendix I of the Phase I Report.
11. The Phase I Report must reflect all of the Environmental Professional's
investigations and findings and contain an Executive Summary setting forth clearly
written conclusions, including the exact language from either Section 12.8.1 or
Section 12.8.2 of the ASTM Standards, as appropriate, and recommendations. The
Environmental Professional's opinions must be included in the Phase I Report in
the manner described in Section E below. The Phase I Report must also identify
and comment upon:
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a. All supporting data and test results.
b. Any and all data gaps, as defined in Section 3.2.20 of the ASTM Standards,
that affect the ability of the Environmental Professional to identify recognized
environmental conditions, suspected environmental concerns and/or non-
scope issues.
(i) Data Gaps must be discussed in Section 6.0 of the Phase I Report.
(ii) The Environmental Professional must also enumerate in this section the
good faith efforts made to gather the information that could not be
obtained.
c. Commonly known/reasonably ascertainable information available to the
user(s) or which the Environmental Professional is required to obtain under
AAI. This information must be discussed in either Section 4.3.4.4 or Section
5.3 of the Phase I Report, as set forth in the format for Phase I Reports
included in Section V of this Manual.
12. Any deviations from DCA Environmental Site Assessment Standards or ASTM E
1527-05, or any limitations of the Phase I environmental site assessment, must be
described in Section 2.6 of the Phase I Report.
13. All data references (including, but not limited to, the following: regulatory database
search references; the ASTM standard followed; floodplain maps; wetlands maps;
U.S. Topographical maps; soil survey; aerial photographs; telephone interviews
with agencies; and fire insurance maps, if available) used to complete the Phase I
Report must be listed in Section 9.0 of the Report.
14. The Environmental Professional must:
a. Field-verify the distance to any facilities identified in any of the standard
environmental record sources during the site reconnaissance, and the
Environmental Professional must document such verification in Sections 5.4
and 5.6 of the Report.
b. Visually and/or physically observe adjoining properties and note any physical
limitations to all visual inspections.
15. In Section 10.0 of the Phase I Report, there must be a discussion of the purchase
price as it relates to the fair market value of the property, in accordance with
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Section 6.5 of ASTM E 1527-05. The ASTM 1527-05 standards anticipate that most of the time this assessment of purchase price will be performed by a user (more than likely, the entity that has title to the property or the entity that will take title to the property) and provided to the environmental professional. Therefore, this information should be addressed in the Owner Environmental Questionnaire and Disclosure Statement or in a separate valuation statement, as appropriate. If not addressed and provided to the Environmental Professional, the Environmental Professional must address this issue. The user is not required to disclose the purchase price, but if the purchase price is significantly less than the fair market value, s/he should disclose this to the Environmental Professional and explain why a difference exists. It is DCA's opinion that even if the fair market value and purchase price were the same, it would be prudent for the prospective purchaser to identify how the fair market value was determined. This standard does not require that a real estate appraisal be obtained in order to ascertain fair market value of the property. a. Where the purchase price does not reflect the fair market value of non-
contaminated property, the Environmental Professional must identify the potential causes, including environmental causes. (i) Although this item is a designated user responsibility in ASTM E 1527-
05, DCA requires that the Environmental Professional review the information provided by a user. If the Environmental Professional is not provided with information from a user, the Environmental Professional must inquire of the seller, broker, or real estate professional associated with the project as to the fair market value of the property and as to the causes for any differential between the fair market value and the purchase price of the property; unless a substantive response regarding these matters has already been provided by the user(s). (ii) If the Environmental Professional determines that, a sales price has not yet been negotiated for the property, that fact should be referenced in Section 10.0 of the report.
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b. Although this standard does not require that a real estate appraisal be
obtained in order to ascertain fair market value of the property, DCA may, at
its sole discretion, require that a real estate appraisal be obtained in order to
ascertain the fair market value of the subject property.
c. If neither the user, Applicant, seller, broker, nor real estate professional can or
will disclose to the Environmental Professional whether a differential exists
between the purchase price of the subject property and the fair market value
of the subject property, the Environmental Professional must assess this as a
data gap and discuss it in Section 6.0 of the Report.
If a Phase I Report recommends a Phase II Environmental Site Investigation or any
other testing, the Applicant is strongly encouraged to submit a copy of the final or draft
Phase I Report (just text is acceptable), a draft of the proposed Phase II scope of work
which conforms to all requirements in Section D, and a Site Map to DCA no later than
sixty (60) days prior to final Application submission. The proposed Phase II scope of
work must be submitted to the attention of the Office of Affordable Housing-Architectural
and Construction Department with a cover letter clearly indicating that a proposed
Phase II scope of work is enclosed. DCA will approve the scope of work to be
performed in the Phase II. While submittal of this documentation is not required, the
strict time frame associated with Threshold Review, could make it impossible for
modifications of the Phase II to be completed prior to selection of a project if DCA
determines that the work scope is not adequate.
d. If the Applicant does not submit a draft of the proposed Phase II scope of work
and the Site Map to DCA, or if the Phase II work has already been completed,
DCA may, at it sole discretion, require that the Applicant conduct any of the
following environmental activities prior to completing the threshold review of
the application: (i) perform additional testing; (ii) perform remediation and
confirmatory testing; (iii) obtain a brownfield's "limitation of liability"; (iv) obtain
a "no listing" letter under the Georgia Hazardous Site Response Act ("HSRA"),
O.C.G.A. 12-8-90 et seq., 1992, as amended; (v) develop a Noise
Attenuation Plan; or (vi) develop an O & M Plan with respect to certain known,
suspected, or potential environmental hazards which are discovered during
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the Phase I and/or Phase II reviews. If the required activities cannot be completed within the required time frame, the project will fail Threshold. e. DCA will review the proposed scope of work and issue its concurrence or include additional work scope items that will satisfy the threshold requirements for the Phase II. (i) Application Submission: If the Applicant does not receive a response
from DCA regarding the proposed Phase II scope of work within fifteen (15) business days prior to Application submission, the Applicant should proceed with the Phase II work. (ii) DCA reserves the right upon reviewing the Report for any such Phase II to require that the Applicant conduct any of the following environmental activities, at DCA's sole discretion: (i) perform additional testing; (ii) perform remediation and confirmatory testing; (iii) obtain a brownfield's "limitation of liability"; (iv) obtain a "no listing" letter under HSRA; (v) develop a Noise Attenuation Plan; or (vi) develop an O & M Plan with respect to certain known, suspected, or potential environmental hazards which are discovered during the Phase I and/or Phase II reviews. f. All Phase II work must be performed in accordance with the requirements of Section D below. The Phase II Scope of Work and reports from any previously performed Phase II investigations must be included in Appendix E of the Phase I Report. For Phase II investigations undertaken due to recognized environmental conditions identified during a Phase I Assessment performed in order to submit an Application to DCA, the final Phase II Report must be submitted to DCA immediately upon completion.
B. Non-Scope Issues for Phase I Reports. The Phase I Report must also
address and discuss the following issues:
1. Wetlands
a. As a general rule, projects will not be accepted for any DCA funding or
approved for tax credits (including HOME funds and/or other HUD funding
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sources) if they will disturb more than one-tenth of an acre of jurisdictional
wetlands or 100 linear feet of stream on the subject property (or on any
adjacent property where disturbing jurisdictional wetlands is necessary to gain
access to the subject property) without evidence of prior review and approval
by the U.S. Army Corps of Engineers (USACE) submitted to DCA by
September 16, 2011. This evidence should include an approval letter, the site
plan approved by USACE, engineering drawings, and the appropriate USACE
permits.
b. The Environmental Professional must determine if any portion of the subject
property is or may be considered jurisdictional wetlands based upon:
(i) A review of the U.S. Fish and Wildlife Service National Wetlands
Inventory ("NWI") maps.
(ii) The site reconnaissance.
(iii) Any other available relevant resources (including, but not limited to, the
USGS topographic map for the subject property).
c. The presence of jurisdictional wetland areas (including streams or any
potential jurisdictional wetland areas) on the property, must be clearly shown
on the Site Map.
(i) If wetlands are suspected on the site through either the site
reconnaissance or the examination of the NWI map, a wetlands
delineation must be performed in accordance with all federal and state
guidelines and included in the Application. The purpose of the
delineation is to verify the existence of wetlands and to determine the
extent thereof.
(ii) A jurisdictional determination issued by USACE is required if the
proposed development will disturb more than one tenth (1/10th) of one
acre. The jurisdictional determination and other evidence must be
provided by September 16, 2011. Evidence may include a complete
Pre-Construction Notification that was submitted to the USACE that
shows the 45-day nationwide permit review period has expired with no
response from the USACE.
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(iii) If the proposed development is not expected to disturb the wetlands, it must be made clear to DCA through the delineation and project concept plans that the development activities will have no impact. If documentation submitted does not meet DCA's requirements then at its discretion, DCA may request that the Applicant provide a professional opinion. For all projects that identify wetlands on the site, regardless of whether the wetlands are proposed to be disturbed, DCA will require a jurisdictional determination from USACE upon notification of award.
(iv) A copy of the NWI map, USGS topographic map, any necessary wetlands delineation report, and USACE permits (if applicable) must be included in Appendix A of the Phase I Report.
d. For all projects, compliance with the federal Clean Water Act and applicable U.S. EPA and USACE regulations, policies and guidance is required. If jurisdictional wetlands will be filled or impacted and the proposed project requires completion of the HOME and HUD Environmental Questionnaire (see page 1 above), the HOME and HUD Environmental Questionnaire must include evidence that the wetland management eight-step process, as set forth below,1 has been followed. Such documentation should be included in Appendix K of the Phase I Report. Please note that completion of the eightstep process is not required to be completed until September 16, 2011. (i) Wetland Decision Making Process. The decision making process for compliance with this part contains eight steps, including public notices and an examination of practicable alternatives. The steps to be followed in the decision making process are: (1) Step 1. Determine whether the proposed action is located in a wetland. If the proposed action would not be conducted in a wetland, then no further compliance with this part is required.
1 See proposed 24 C.F.R. 55.20 at 55 Fed. Reg. 396, 403 (January 4, 1990).
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(2) Step 2. Notify the public at the earliest possible time of a proposal
to consider an action in a wetland, and involve the affected and
interested public in the decision making process.
a. The public notices required by Steps 2 and 7 of this section may
be combined with other project notices wherever appropriate.
Notices required under this part must be bilingual if the affected
public is largely non-English speaking. In addition, all notices
must be published in an appropriate local printed news medium,
and must be sent to federal, state, and local public agencies,
organizations, and, where not otherwise covered, individuals
known to be interested in the proposed action.
b. A minimum of 15 calendar days shall be allowed for comment(s)
on the public notice.
c. A notice under this step shall state: the name, proposed location
and description of the activity; the total number of acres of
wetland involved; and the name and phone number to contact
for information. The notice shall indicate the hours and the
location at which a full description of the proposed action may
be reviewed.
(3) Step 3. Identify and evaluate practicable alternatives to locating the
proposed action in a wetland.
a. The consideration of practicable alternatives to the proposed
site or method may include:
b. Locations outside the wetland,
c. Alternative methods to serve the identical project objective; and
d. A determination not to approve any action.
e. In reviewing practicable alternatives, the applicant shall consider
feasible technological alternatives, hazard reduction methods
and related mitigation costs, and environmental impacts.
(4) Step 4. Identify the potential direct and indirect impacts associated
with the modification of the wetland.
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(5) Step 5. Where practicable, design or modify the proposed action to
minimize the potential adverse impacts within the wetland and to
restore and preserve its natural and beneficial values.
(6) Step 6. Reevaluate the proposed action to determine:
a. Whether it is still practicable in light of possible adverse impact
on the wetland, the extent to which it will aggravate the current
hazards to other wetlands, and its potential to disrupt wetland
values; and
b. Whether alternatives preliminarily rejected at Step 3 of this
section are practicable in light of the information gained in Steps
4 and 5.
(7) Step 7. If the reevaluation results in a determination that there is no
practicable alternative to locating the proposal in the wetland,
publish a final notice that includes:
a. The reasons why the proposal must be located in the wetland;
b. A list of the alternatives considered; and
c. All mitigation measures to be taken to minimize adverse impacts
and to restore and preserve natural and beneficial values.
d. In addition, the public notice procedures of Step 2 shall be
followed, and a minimum of seven (7) calendar days for public
comment prior to approval of the proposed action shall be
provided.
(8) Step 8. Upon completion of the decision making process in Steps 1
through 7, implement the proposed action. There is a continuing
responsibility to ensure that the mitigating measures identified in
Step 7 are implemented.
e.
The Regional Federal Emergency Management Agency (FEMA) Office
must be contacted anytime an 8-step process (site specific or area-wide)
has been initiated. A copy of the Early Notice for Public Review (Notice 1
or Step 2) and Final Notice for Public Review (Notice 2 or Step 7) must be
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forwarded to the FEMA Regional Environmental Officer for comment.
Contact information is below:
Stephanie Everfield
Department of Homeland Security
FEMA Regional Environmental Office
3003 Chamblee Tucker Road
Atlanta, GA 30341-4112
stephanie.everfield@dhs.gov
2. State Waters a. The Environmental Professional must identify any potential State Waters That
Require a Buffer and the extent of all applicable buffers that are: located on the subject property or located on an adjacent property where the required buffers may encroach
on the subject property.
(i) "State Waters" are defined as any and all rivers, streams, creeks,
branches, lakes, reservoirs, ponds, drainage systems, springs, wells,
and other bodies of surface or subsurface water, natural or artificial,
lying within or forming a part of the boundaries of the state, which are
not entirely confined and retained completely upon the property of a
single individual, partnership, or corporation.
(ii) State Waters That Require a Buffer are identified by the presence of or
field indicators that base flow (groundwater contribution) exists in the
channel. Refer to the official language in the state law (DNR Rule 391-
3-7) and the EPD's Field Guide for Determining the Presence of State
Waters That Require a Buffer.
b. The location and extent of any potential State Waters, that require a buffer,
along with all buffers required by state and/or local law, must be shown on the
Site Map.
c. The Environmental Professional must render an opinion as to whether State
Waters are located on the subject property using EPD's Field Guide for
Determining the Presence of State Waters That Require a Buffer. DCA
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recommends that the Local Issuing Authority as determined by the EPD make the final State Water determination and, if permitted, include a letter in the Application. d. DCA does not allow for the disturbance of Streams in excess of one hundred (100) linear feet with the exception for the construction of a roadway where site constraints necessitate the need to disturb more than 100 linear feet. Documentation of this type of condition must be provided and approved by USACE and/or approved by Georgia Environmental Protection Division. e. All applicable buffers or setbacks that must be located on the subject property must be identified and discussed. f. No project will be accepted for any DCA funding or approved for tax credits (including HOME funds) if it contemplates any land-disturbing activity in any required buffer area unless an appropriate variance(s) or exemption(s) has been applied for from all appropriate agencies with jurisdiction over such buffers, and documentation of such application of variance(s) or exemption(s) is included in the Application submission. The Environmental Professional must identify and discuss these issues in Section 3.5 of the Phase I Report.
3. Floodplains/Floodways.
In accordance with 24 CFR 55.2 (b)(2), no funding will be approve in floodways or
Coastal High Hazard Areas, unless it is a dependable activity to the floodways or
Coastal High Hazard Areas. The Environmental Professional must review the Federal
Emergency Management Agency ("FEMA") National Flood Insurance Maps with a
community panel number to determine if any part of the subject property is considered
to be located in a 100-year floodplain/floodway. If these maps are not available for the
development site, the Applicant must provide evidence that shows that the site is not
prone to flooding. The exact location of the development must be clearly marked
on the map.
a. The presence of floodplain/floodway areas on the property must be clearly
defined and supported by the appropriate FEMA map(s). A copy of the FEMA
map(s) for the subject property must be included in Appendix A of the Phase I
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Report, whether or not there is a 100-year floodplain/floodway identified on the subject property. The boundaries of the proposed site for development must be delineated on the FEMA map. In addition, a Site Map that clearly defines the areas of floodplain/floodway in relation to all site improvements, including buildings, paving, and site amenities must be included in the Application. The Plan must clearly show where all development and incidental development lies in relation to the floodplain/floodway. b. In all circumstances, the Applicant must document any mitigation required by applicable laws for impacts to existing floodplains or floodways planned for development. c. In no event will any project be accepted for funding that will place buildings in a 100 year floodplain/floodway unless the following requirements are met: (i) Tax credit rehabilitation projects may be eligible for funding where the
existing buildings, paving or site amenities are located in the 100-yr floodplain/floodway if the following is included with the Application Submission: (1) Verification (note on FEMA map) by the Environmental Professional
that the proposed site for redevelopment is on the FEMA floodplain/floodway map included in Appendix A; (2) A Site Map that clearly defines the areas of floodplain/floodway; and (3) Evidence that the elevation of the lowest existing floor is 6" above the FEMA designated floodplain/floodway elevation in the form of a land survey or other appropriate documentation. Such documentation must clearly demonstrate existing conditions and should include a land survey indicating the location of the existing buildings, paving and site amenities existing floodplain/floodway, elevation of existing floodplain/floodway, elevation of lowest floor level in existing buildings and FEMA elevation of the existing floodplain/floodway.
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(ii) Tax credit new construction projects and HOME funded new construction or rehabilitation projects will be approved only if the property will be reclassified out of the 100 year floodplain/floodway for those areas where site improvements will be placed, including buildings, paving, and site amenities, prior to project completion and the following documentation showing the reclassification is included with the Application submission: (1) A Site Map that clearly defines the areas of floodplain/ floodway and site improvements; (2) All areas of the floodplain/floodway must be documented by the FEMA map for the areas in which the site is located, regardless of whether the proposed site for development appears to be located in a floodplain/floodway. The proposed site for development must be located on that map; (3) The qualified Environmental Professional or Engineer must include an opinion as to whether or not the proposed project will impact any floodplain or floodway. (4) The qualified Environmental Professional or Engineer must document mitigation for impacts to existing floodplains/floodways planned for development, and include consideration of alternative locations for the development. (5) A FEMA Conditional Letter of Map Amendment (CLOMA) or Letter of Map Revision-Based on Fill (CLOMR-F) must be obtained for the property that shows that the property is eligible for reclassification out of the floodplain/floodway area and submitted at the time of application. A final Letter of Map Amendment (LOMA) or Letter of Map Revision-Based on Fill (LOMR-F) from FEMA along with an elevation certificate and all other information to document the reclassification must be provided to DCA at the completion of the project.
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(6) For rehabilitation projects only, DCA may consider evidence that
the property is eligible for flood insurance and that such insurance
will be in place if awarded funding from DCA in lieu of a CLOMA or
CLOMR-F.
(iii) Additional requirements for HOME Projects and projects that have other
HUD funded sources including but not limited to PBRA:
(1) The HOME and HUD Environmental Questionnaire must be
included in Appendix K of the Phase I Report.
(2) Where construction, including site improvements, and landscaping
activities occupy or modify the floodplain/floodway, documentation
for HOME Funding must include evidence that the eight-step
Floodplain Management process has been followed as mandated
by 24 C.F.R. 55.20 (Executive Order 11988).
(3) Documentation from the Environmental Professional regarding
direct and indirect impacts associated with constructing the project
on or near a floodplain/floodway.
(4) Documentation from the Environmental Professional regarding
proposed mitigation.
(5) Documentation from the Environmental Professional regarding the
consideration of alternative locations for the development.
(6) HOME-funded projects may require flood insurance. Such
insurance must be in the form required by the US Department of
Housing and Urban Development.
4. Public and Historic Records Review. In addition to those standard
environmental record sources listed in Section 8.3.4 of ASTM E 1527-05, the
Environmental Professional must review the most current version of following
databases:
a. FINDS List (1/4 mile search distance).
b. TRI List (1/4 mile search distance).
c. State "Non-HSI" List (a.k.a. Georgia HSRA Notification Files within one Mile).
The Non-HSI List must be no older than six (6) months.
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5. Noise. All new construction and rehabilitation projects must meet DCA
requirements for sound. The DCA and HUD Noise Limitations must be met at 45dB
for interior locations and 65dB for exterior locations. All sound mitigation costs must
be included in the construction development budget. A project whose unmitigated
noise levels as calculated under HUD Guidelines, for any building or exterior
amenity that exceed 75dB, cannot be selected for funding. Neither manmade nor
natural barriers will be considered. Note: DCA will not consider any type of tree to
be used as a barrier. For HUD funded projects submitted to DCA, all new
construction and rehabilitation projects must also meet the requirements set forth in
the HUD noise regulations, 24 C.F.R. Part 51 Subpart B (24 C.F.R. 51.100 et
seq.).
HUD requires noise levels to be documented using the Site DNL Calculator that is
located on their website rather than the previously preferred traditional "workcharts
& worksheets" from the HUD Noise Assessment Guidelines. Other resources and
modules on the HUD's website that may useful for assessing noise include: Day/Night Noise Level Assessment Tool Users Guide,
Noise Guidebook, and
Barrier Performance Module.
For more information, see http://www.hud.gov/offices/cpd/environment.
a. Noise Assessment
(i) The Environmental Professional must determine if the subject property
(or any part thereof as measured from the property line) is within:
(1) five (5) miles of a civil airport;
(2) fifteen (15) miles of a military airfield;
(3) 1000 feet of a major highway or busy road with greater than 10,000
average daily traffic count; or
(4) 3000 feet of a railroad or rail line.
These conclusions and supporting discussion should be included in Section
5.4.22 of the Phase I Report. Also, if the subject property (or any part thereof
as measured from the property line) is within the distances of noise sources
discussed in the paragraph above, the Environmental Professional must
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complete a noise assessment in accordance with the HUD Noise Assessment Guidelines ("NAG")2 and 24 C.F.R 51.100 et seq. In addition, the Environmental Professional must provide an opinion on the results of such assessment/study, and the report must contain a complete mitigation plan for remediation of sound levels above the HUD or DCA limitations. (ii) The Noise Assessment should include the following documentation in
Appendix J: (1) Map(s) that clearly delineate the distances between the subject buildings and/or exterior amenities and the above-listed noise sources (the location of the noise assessment locations (NALs) (2) Documentation from the Georgia Department of Transportation detailing the most recent traffic counts for major highways or busy roads with greater than 10,000 average daily traffic count (3) Documentation from applicable railroad operators regarding daily operations (4) Noise contours published by military or civil airports (5) Noise contours constructed according to the HUD Noise Assessment Guidelines when published contours are not available for civil or military airports (6) Print out of the Site DNL calculator and suporting documentation. (iii) The noise assessment should use ten (10) year traffic projections for roadway, aircraft, and railway noise, including a sufficient number of noise assessment locations (a.k.a. "NALs"). (1) Where ten (10) year traffic projections are not available for aircraft
or railway noise, the Environmental Professional may use currently available noise projections, and must notate this information in the noise assessment. (2) Where ten (10) year traffic projections are not available for roadway noise, the Environmental Professional should take currently
2 The Noise Assessment Guidelines are contained within the HUD Noise Guidebook which can be found at
http://www.hud.gov/offices/cpd/energyenviron/environment/resources/guidebooks/noise/ (last visited May 15, 2006).
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available traffic projections and estimate a 3% per year growth over
ten (10) years to calculate the ten (10) year traffic projections, and
must must notate this information in the noise assessment.
(iv). In cases where there are other contributing noise sources, such as
factories, mills, or other noise sources that may emit loud levels of noise, the
noise evaluation should not be limited to roadways, aircraft and railway noise.
DCA reserves the right to consider any additional possible noise sources in
determining whether the DCA noise requirements have been met. At its
discretion, DCA will use the standard set forth in the Noise Guidelines 24 CFR
51.103 to evaluate the day-night average sound levels produced by the other
contributing noise sources that states: "day-night average sound level produced
by the loud impulsive sounds alone shall have 8 decibels added to it in assessing
the acceptability of the site."
b. Noise Attenuation Plan
If the Noise Assessment data indicates that the calculated 10 year projected noise
level at any building or exterior amenity is greater than the HUD "Acceptable"
standard of 65 decibels (dB) but does not exceed the HUD "Unacceptable" standard
of 75 dB, a complete noise attenuation plan is required. The proposed remediation
must demonstrate that it will bring the interior and exterior sound levels to 65
decibels (dB), in accordance with the HUD Noise Assessment Guidelines ("NAG"),
24 C.F.R 51.100 et seq., and submitted with the Phase I Report. The noise
attenuation plan must contain sufficient detail to allow DCA to independently verify
that the proposed interior and exterior noise mitigation measures will result in these
reduced noise levels.
(i) In cases where interior noise levels are proposed to be mitigated partially or
completely through the use of specified building materials, the Applicant must submit
a letter from the architect and/or environmental professional that:
(1) discusses the sound transmission class of the construction materials that
are to be specified for the project;
(2) contains an estimate of the interior noise levels in the interior of the
buildings at the project site after construction is completed.
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(3) provides an opinion that the noise attenuation plan will reduce noise levels to an acceptable level. (ii) In cases where noise levels are proposed to be mitigated through manmade or natural barriers on the site, the environmental professional must provide a print out of the Barrier Performance Module Calculation Worksheet from the HUD website, along with documentation supporting the input values entered on the worksheets. Required documentation includes:
(1) scaled diagrams of the physical situation proposed with noise barrier containing detailed heights, lengths, and angle measurements;
(2) a description of the composition of the natural or manmade barrier; (3) topographic maps that support the elevations of the noise source,
proposed barrier, and ground floor elevation of the proposed building or amenities' structure. (iii) If the proposed project has HOPE VI funds or PBRA funds and HUD has made an independent determination that the NAG and/or Noise Attenuation Plan is acceptable or that a waiver of HUD requirements has been granted, then documentation from HUD, along with the proposed noise attenuation plan, should also be included in Appendix J. 6. Water Leaks/Mold/Fungi/Microbial Growth. The Environmental Professional must identify during the site reconnaissance any visible water leaks, mold, fungi or microbial growth in or on any on-site structures or improvements that will not be demolished or replaced. For multi-family housing structures, the Environmental Professional must evaluate water leaks, mold, fungi and microbial growth in every unit in which the Environmental Professional is conducting a lead based paint, radon, or asbestos assessment. If no lead based paint, radon, or asbestos assessment is being performed for the multi-family housing structure, the Environmental Professional must attempt to evaluate water leaks and mold in 10% of the units on the property or, at a minimum examine at least five (5) units. Each of the buildings on the property must be examined for water leaks and mold.
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a. The Environmental Professional must visually examine the following areas in
the selected units during the site reconnaissance and must discuss all findings
in the Phase I report: (i) ventilation systems; and (ii) areas behind walls, under
floors, and above ceilings--when such areas are readily accessible. What will
be considered "readily accessible" will vary with the particular situation of the
subject property and will depend on the professional judgment of the
Environmental Professional.
b. The Environmental Professional must state whether areas behind walls, under
floors, and above ceilings were readily accessible.
c. If such conditions and/or materials exist on the properties, the Qualified
Environmental Professional must include recommendations for the elimination,
removal, or remediation of these conditions and/or materials according to all
EPA and HUD guidelines, as applicable.
d. The Environmental Professional must complete any other investigation or
testing required by EPA and HUD mold guidelines.
e. Upon reviewing 5.4.17 of the Phase I Report, DCA may require further
investigation and/or testing at its sole discretion.
7. Radon Gas. The Phase I Report must discuss the 1993 EPA Map of Radon
Zones's, or any updated EPA Map of Radon Zone's, designation of the property for any
project and include the EPA Radon map in the Appendix A.
a. If the Applicant's project involves the renovation or use of an existing structure,
a radon test must be performed to determine radon gas levels, unless an EPA
approved short-term radon test has been performed in the lowest public areas
of the building(s) within the last six months which demonstrated radon levels at
or below 4 pci/l or 0.02 WL. A copy of the Radon Report should be attached
to the Phase I Report. Any readings that exceed the EPA limits must mitigate
radon levels are part of the work scope in accordance with ASTM E2121 - 08
Standard Practice for Installing Radon Mitigation Systems in Existing Low-Rise
Residential Buildings.
b. If the Applicant's project involves new construction, the building(s) must be
constructed in accordance with current EPA requirements for radon resistant
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construction techniques, including, but not limited to, ASTM E1465 - 08
Standard Practice for Radon Control Options for the Design and Construction
of New Low-Rise Residential Buildings and the buildings must be tested for
radon upon completion of construction. The Phase I Report must include
statements to this effect in Section 5.4.21.
c. The minimum requirement for testing locations is one test per every 2000
square feet of ground-contact units. However, radon concentrations can be
highly localized and best practice for radon testing should involve a certified
radon tester (http://www.radongas.org/ or http://www.nrsb.org/). In addition, it
is recommended that at least one test be located in each building on each floor
above the ground-contact level, covering a minimum of 10% of the units on all
floors above the ground floor.
8. Asbestos. An asbestos survey must be performed on all buildings scheduled for
demolition or renovation, regardless of when they were constructed. The Environmental
Professional must note the condition of all presumed and suspected asbestos
containing materials ("ACM"), as defined by OSHA regulations, in the Phase I Report.
a. Georgia law requires that the Environmental Professional presume that
asbestos is present in structures constructed prior to 1980.
(i) If any structure or improvement that was constructed before 1980, and
it is suspected or presumed to have ACM, then a representative
sampling is required to confirm the presence and extent of any such
ACM.
(ii) Sampling is not necessary. However, if a comprehensive asbestos
survey was performed for the property on or after January 1, 1986 by a
Georgia licensed asbestos professional then the Environmental
Professional must review the survey and discusses it in the Phase I
Report.
b. All asbestos related assessments, testing, and remedial action programs must
be in compliance with state and federal law and current EPA guidelines,
including, but not limited to, Guidance for Controlling Asbestos Containing
Materials in Buildings, June 1985, EPA 560/5-85-024 (a.k.a. the "Purple
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Book") (available from the TSCA Hotline (202) 554-1404 or Asbestos
Ombudsman (800) 368-5888.
c. DCA requires friable ACM to be remediated by removal or encapsulation.
d. An Operations and Maintenance ("O&M") Plan will be required for any
encapsulated friable ACM or any non-friable ACM that will remain in any
structure or improvement.
(i) All Operations and Maintenance plans must be in conformance with
current EPA guidelines, including, but not limited to, Managing
Asbestos in Place: A Building Owner's Guide to Operations and
Maintenance Programs for Asbestos Containing Materials, July 1990,
EPA 20T-2003 (a.k.a. the "Green Book") (available from the TSCA
Hotline (202) 554-1404 or Asbestos Ombudsman (800) 368-5888 and
the DCA O&M Guidance Plan included in this Manual.
e. The demolition or renovation of any improvement must be completed in
accordance with all applicable laws and regulations.
9. Lead-Based Paint
a. The following lead-based paint assessment activities are required when any
current or former structure located on the subject property was constructed
prior to 1978:
(i) Where such structures are present on the subject property and are not
planned for demolition, lead based paint sampling is required of both
the interior and exterior of the building using EPA and HUD approved
testing methods and procedures, unless the structure has a valid
certificate of compliance under applicable lead-based paint laws. If any
lead-based paint is detected, then Phase II soil sampling for total lead
content must conform to all requirements in Section D.
(ii) Where such structures are present on the subject property and are
planned for demolition, lead-based paint sampling is required of both
the interior and exterior of the building, using EPA and HUD approved
testing methods and procedures, to determine the presences of lead
based paint. Lead in soil testing will be required unless:
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(1) No lead based paint is discovered upon sampling both the interior
and exterior of the building (using EPA and HUD approved testing
methods and procedures); or
(2) The structure has a valid certificate of compliance under applicable
lead-based paint laws.
(iii) Where such structures have been demolished, lead in soil sampling for
total lead is required, unless waived by DCA at its sole discretion.
b. Prior to conducting any lead in soil sampling, applicants are strongly
encouraged to submit a proposed scope of work conforming to all the
requirements for Phase II investigations found in Section D of this manual.
DCA requires conformance to the standards for Phase II investigations, even
though, lead in soil is a non-scope issue, according to the ASTM Standards.
Thus is not normally under the purview of a Phase II investigation.
(i) If the Applicant does not submit a proposed Phase II scope of work and
the Site Map to DCA for DCA's prior review, or if the lead in soil
sampling has already been completed, DCA may, at it sole discretion,
require additional testing and analysis prior to completing the threshold
review of the Application.
(ii) If the Applicant does not receive a response from DCA regarding the
proposed Phase II scope of work within fifteen (15) business days prior
to Application submission, the Applicant should proceed with the Phase
II work. DCA reserves the right upon reviewing the Report for any such
Phase II to require that the Applicant conduct any of the following
environmental activities, at DCA's sole discretion: (i) perform additional
testing; (ii) perform remediation and confirmatory testing; (iii) obtain a
brownfield's "limitation of liability"; or (iv) obtain a "no listing" letter under
HSRA.
c. Any lead-based paint in excess of applicable standards must be inspected,
remediated or abated in accordance with all applicable federal, state and local
laws and regulations, including, but not limited to, the Georgia Rules for Lead-
Based Paint Abatement, Certification and Accreditation.
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d. An O&M Plan is required for any lead-based paint remaining in place and must conform to the O&M Guidance Plan in the Operations Section of this Manual.
10. Lead in Drinking Water
a. Where a local utility currently provides or may provide drinking water to the
property, the Environmental Professional must review and provide in the
Phase I Report the most current information documenting the local utility's
compliance or non-compliance with current EPA standards for lead in drinking
water. The Environmental Professional must also conduct a visual assessment
of the plumbing system(s) in any buildings that will not be demolished to
determine the risk of lead in drinking water due to lead solder in pipes.
b. If the Environmental Professional's review and/or visual assessment suggests
a risk of lead in drinking water at the property, testing must be performed at
the tap in accordance with the EPA publication Lead in Drinking Water in
Schools and Non-Residential Buildings, EPA 812-B-94-002, April 1994.
c. If the buildings are more than 25 years old (built prior to 1986), the systems
must be tested for lead in drinking water according to the guidelines
referenced above, regardless of the results of the review or visual
assessment.
d. If lead is detected in the drinking water, remediation is required in accordance
with all applicable federal, state and local laws and regulations.
e. If all the plumbing is removed and replaced with pipes in accordance with
Section 1417(e) of the Safe Drinking Water Act (SDWA), then lead testing is
not required. The SDWA states that "lead free" means those fittings and
fixtures that are in compliance with the standard established under Section
1417(e) with regard to plumbing fittings and fixtures intended to dispense
water for human consumption. Further, Section 1417(a)(1) of the SDWA
requires that only "lead free" pipe, solder or flux may be used in the installation
or repair of (1) Public Water Systems, or (2) any plumbing in a residential or
non-residential facility providing water for human consumption.
11. PCBs
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b. Documentation must be included in the Phase I report indicating the condition of any transformers or other electrical equipment observed on or adjacent to the property that could contain polychlorinated biphenyls ("PCBs").
b. The Environmental Professional must determine ownership of and responsibility for the electrical equipment and include in the Phase I Report a discussion of such ownership/responsibility and a statement as to whether or not the equipment contains PCBs.
12. Photographs. Photographs documenting the current state of the property must be included in Appendix B of the Phase I Report.
a. The photographs must show the inside of any structures and the grounds of the property (including adjacent sites).
b. The photographs should be clearly dated and labeled with a description of the view presented.
13. Endangered Species. The Environmental Professional must review the list of protected species from the U.S. Fish and Wildlife Service, check the occurrence records from the Georgia Natural Heritage Inventory Program, and provide comment regarding on-site habitats, the potential for the presence of endangered species and whether or not the presence of such species will be impacted by the proposed development. 14. Other Hazards and Considerations. The Environmental Professional must also consider and discuss in the Phase I Report other hazards or considerations, including, but not limited to, the presence of urea formaldehyde in existing structures, existing septic tanks or wells on the property, or the absence of the availability of a municipal water or sewer system to the property, including any moratorium on new hookups.
a. The Environmental Professional must provide documentation that the municipal water and sewer services are available to the property, as such, service is required under the DCA's Appendix I Threshold Criteria for all properties seeking DCA approval. A record of a phone conversation between the Applicant and the relevant authority, a record of a conversation between the Environmental Professional and the relevant authority, or a copy of a letter
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sent to the Applicant by the relevant authority are all acceptable forms of
documentation.
15. Historic Preservation.
a. General Requirements
The Environmental Professional must provide a professional opinion on whether the
proposed project may have an effect upon properties included in or eligible for
inclusion in the National Register of Historic Places (hereinafter "National Register")
pursuant to Section 800.13 of the historic preservation regulations, 36 CFR Part 800.
36 CFR Part 800 also implements Section 106 of the National Historic Preservation
Act, 16 U.S.C. 470f (hereinafter Section 106"). The Environmental Professional must
provide a professional opinion on its findings in Appendix S of the Phase I report.
Section 106 requires DCA, as a Responsible Entity for the administration of federal
funds, to identify and assess the effects of its actions on historic resources. As such,
DCA must consult with appropriate state and local officials, Indian tribes, applicants
for federal assistance, the Advisory Council on Historic Preservation and members
of the public and consider their views and concerns about historic preservation
issues when making final project decisions. Section 106 applies when two
thresholds are met: 1) there is a federal or federally licensed action, including grants,
licenses, and permits, and 2) that action has the potential to affect properties listed
in or eligible for listing in the National Register of Historic Places. Effects are
resolved by mutual agreement, usually among the affected state's State Historic
Preservation Officer (SHPO), DCA, and any other involved parties (in this case, the
Applicant).
b. Preservation Professional
If it is determined that the proposed project will affect historic properties, the
Applicant or Environmental Professional must employ a qualified professional or
contract with a qualified professional(s) (hereinafter "Preservation Professional") who
meet the minimum requirements set forth in the Secretary of Interior's Professional
Qualifications Standards at 36 CFR Part 61 (hereinafter "Professional Qualification")
to determine actual effects base on criteria found in the Council's regulations and
made one of three determinations, No effect, No adverse effect or Adverse effect. In
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addition to these minimum requirements, the Preservation Professional must have a minimum of one-year experience in applying the National Register of Historic Places eligibility criteria to buildings, structures and districts when identifying historic properties and in applying the Secretary of the Interior's Standards for Rehabilitation to rehabilitation projects and must have demonstrated the successful application of acquired proficiencies in the field of historic preservation by meeting at least one of the following:
i. Demonstrated experience in completing the application forms for the rehabilitation of historic buildings pursuant to the National Park Service's Federal Historic Preservation Tax Credit program; or ii. Demonstrated experience in developing plans for the rehabilitation or restoration of historic buildings that have been implemented; or iii. Have received an award from a local, state, or national organization in recognition for a historic building rehabilitation or restoration project; or iv. Have served on local historic preservation commission, state National Register of Historic Places Review Board, or state or national historic preservation board or committee in capacity of architectural Historian or Architect Applicants must notify DCA and SHPO in writing once their Preservation Professional has been selected, but prior to initiation of the undertaking. The notification shall include the curriculum vitae of the Preservation Professional(s) qualifications and the address, phone and fax numbers of the Applicant's primary points of contact for project activities. c. Minimum Requirements For the proposed project, the Preservation Professional must, at a minimum: i. consult previous surveys of historic properties and/or districts, if any, to identify if the subject property or other properties within the area of potential effects are fifty (50) years old or older and evaluate each for eligibility in the National Register of Historic Places; ii. consult with the owner of the property and record such information (owner's knowledge of the past history, age, alterations, etc.) for use by the
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Preservation Professional in making a decision concerning the National Registereligibility of subject properties; and iii. maintain a file on the identification and National Register evaluation of each subject property and on other properties within the area of potential effects. The file shall include the following data used in the determination:
1) Interior and exterior building and neighborhood context photographs per Section 106 keyed to a location map; 2) Information on whether the property and/or district meets the criteria for the National Register inclusion; and 3) Information indicating whether the property is contributing or noncontributing as part of a National Register-eligible historic district, or if it is individually eligible for the National Register. d. Determinations If the Preservation Professional needs assistance in determining the eligibility of a property or district for the National Register, or the Preservation Professional and the Applicant disagree on the eligibility of a property or district, the Preservation Professional shall forward the documentation gathered to the SHPO for a thirty (30) day determination of eligibility. If necessary, the Applicant may obtain a formal determination of eligibility from the Keeper of the National Register in accordance with 36 C.F.R. Section 800.4(c). If the Preservation Professional determines that the subject property does not meet the National Register criteria, then the Preservation Professional shall submit a letter to the Applicant indicating that there is No Historic Property. Applicant shall include a copy of the letter in Appendix "S". If the Preservation Professional determines that the property is a contributing structure which is either listed in the National Register or is eligible for listing in the National Register (or a lot within such a listed or eligible district), prior to the initiation of any work, the Applicant shall request the Preservation Professional's review of the proposed work. Within thirty (30) days from the receipt of a request from the Applicant, the Preservation Professional shall review work write-ups or plans and
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specifications submitted for all proposed activities for their effects to historic
properties as follows:
The Applicant in consultation with the Preservation Professional shall develop
preliminary design documents for SHPO review and approval prior to the initiation of
construction activities. The Applicant shall take into account the comments and
recommendations made by the Preservation Professional for both rehabilitation and
new construction activities.
a) Other: The Applicant shall notify SHPO when ground-disturbing activities,
to include excavation for footing and foundations, installation of utilities such as
sewer, water, storm drains, electrical, gas, leach lines, and septic tanks, are
proposed as part of an undertaking. In addition, if previously unidentified historic
properties, including archaeological sites, are discovered during project
rehabilitation or construction, the Applicant shall immediately stop all project
activities. The Applicant shall immediately contact the Preservation Professional
for consultation.
e. Public Participation Regarding Activities
The Applicant, in consultation with the Preservation Professional, shall determine the
public interest in planned rehabilitation or new constructions activities which may affect
potentially historic properties or districts by informing the public about potentially historic
properties while meeting its public participation requirements as set forth in the
regulations for the HOME program and in complying with 24 C.F.R. Part 58. Section
106 procedures require public participation and consultation with the State Historic
Preservation Officer and any individuals and organizations that have a demonstrated
interest in the undertaking of the historic preservation project at every stage of the
process, i.e., from 1) initiation; 2) identification and evaluation of historic properties; 3)
determination of effects; 4) resolution of adverse effects; to 5) completion. This is
intended to insure that the people and entities most affected by a federally funded
project have an opportunity to participate in the decisions affecting it. The Applicant
shall notify the Preservation Professional of the public interest in any project activities if
planned activities are determined to trigger the requirements of Section 106. The
Applicant shall record all comments received at any public meetings, in writing, or by
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phone, which records shall become part of the Historic Preservation Environmental Review Record.
C. Required Documentation for Phase I Reports.
The following documents must be included in the Phase I Report:
1. Environmental Consultant Signature Page for Phase I Reports. This document
must be completed, signed by the appropriate parties, and included immediately
after the cover of the Phase I Report. This form can be found within the Forms
Section in this Manual.
2. The Environmental Certification. This document must be completed, signed by
the Environmental Professional, and included in Appendix P. This form can be
found within the Forms Section in this Manual.
3. Owner Environmental Questionnaire & Disclosure Statement.
a. This document must be completed and signed by the owner of record of the
proposed development site, and must be signed and notarized in the spaces
provided no earlier than ninety (90) days prior to Application submission. This
form can be found within the Forms Section in this Manual.
b. For all information to the document that is not or cannot be provided by the
owner of record, the Environmental Professional must seek out the information
and address the information in the Phase I Report.
c. The signed and notarized Owner Environmental Questionnaire & Disclosure
Statement must then be forwarded to the Environmental Professional to be
reviewed and included in Appendix L of the Phase I Report.
4. Property Log and Information Checklist. This document must be prepared by
the Environmental Professional and attached to the Phase I Report. All entries
must be fully documented and explained in the Phase I Report. This form can be
found within the Forms Section in this Manual.
5. HOME and HUD Environmental Questionnaire. This document must be
included in the Phase I Report for all projects requesting HOME funding and/or
HUD funding sources, including but not limited to PBRA. This form can be found
within the Forms Section in this Manual.
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6. Proof of Insurance. Proof of insurance in specified amounts listing GHFA and DCA as an additional insured on the general commercial liability policy and giving the proper 30-day cancellation period.
7. Comprehensive Historical Review. This must be discussed in the Phase I Report and documentation must be included in Appendices C and D of the Phase I Report.
8. Letters of Reference. The environmental consulting firm that performed the Phase I (and Phase II, if required) must include in Appendix O of the Phase I Report, three letters of reference attesting to the firm's prior work. At least one of the references should be from a real estate firm or law firm that used the environmental consulting firm to support a real property transaction.
9. The Georgia Historic Preservation Division Environmental Review Form. The Environmental Professional must prepare this document and a copy must be attached to the Phase I Report for all deals that have properties that may have an effect upon properties included in or eligible for inclusion in the National Register of Historic Places. All entries must be fully documented and explained in the Phase I Report. This form can be found within the Forms Section in this Manual or on the HPD website.
D. Requirements for Phase II Investigations and for Any Other Testing. 1. The purpose of a Phase II or any other testing (collectively referred to in this
Section as "Phase II" work) is typically to determine the presence or absence of recognized environmental condition(s), suspected environmental concern(s), or non-scope issue(s), or to quantify the extent of an actual or suspected release or potential release identified in the Phase I Report. The Phase II may require additional information gathering and/or physical sampling, if appropriate. The requirements in this section for Phase II testing includes radon, lead in soil, lead in paint, lead in water, and asbestos non-scope items. a. If the Phase I Report documents a recognized environmental condition,
suspected environmental concern or non-scope issue, a Phase II Environmental Site Investigation is required in all but the most exceptional
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circumstances. The Phase II investigation must be completed as part of the Application submission. b. All Phase II documentation including the Phase II Scope of Services, previous Phase II reports, and current Phase II Report(s) must be submitted to DCA in Appendix E of the Phase I Report. c. The Phase II need only extend to those investigations necessary to resolve the recognized environmental conditions, suspected environmental concerns, or non-scope issues, or to quantify the extent of any release identified in the Phase I Report. If clear and convincing evidence exists that a property is not impacted by a potential recognized environmental condition, suspected environmental concern, or non-scope issue, then DCA at its sole discretion may waive the requirement for a Phase II for that issue. d. The Phase II must include thorough documentation of the methods utilized to conduct sampling and research. Good management practices and regulatory standards must be followed at all times, especially where physical sampling and laboratory analysis is involved. Groundwater sampling activities must comply with current U.S. Environmental Protection Agency and Georgia Environmental Protection Division standards and policies. 2. Phase II Scope of Services If a Phase I Report recommends a Phase II Environmental Site Investigation or further testing, the Phase II Scope of Services must be included in Appendix E of the Phase I report at the time of final Application submission. However, the Applicant is strongly encouraged to submit the Phase I Report, along with your proposed Phase II scope of work and the Site Map (discussed above), no later than sixty (60) days prior to Application submission for DCA to review. The proposed Phase II scope of work must be submitted to the attention of the OAH Construction Manager/Staff Architect with a cover letter clearly indicating that a proposed Phase II scope of work is enclosed. a. The proposed Phase II scope of work must: (i) List the recognized environmental conditions, suspected environmental
concerns, and/or non-scope issues.
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(ii) Specify the locations and depth of any proposed monitoring wells, soil
borings, and/or samples and include a Site Map showing the same.
(iii) Specify the number of samples and depth of samples.
(iv) Specify the test methods and analytical methodology, which will be
used.
(v) Include a cost assessment for all Phase II investigation and reporting
activities.
3. The Phase II Report
The Phase II Report must be performed under the supervision of, reviewed, signed,
and certified by an Environmental Professional, using the Environmental Consultant
Signature Page for Phase II Reports. This can be found in the Forms Section of this
Manual. The Environmental Certification must appear immediately following the
cover page of the Phase II Report. If the Environmental Professional, supervising
and signing the Environmental Consultant Signature Page for Phase II Report, is not
the same as the Environmental Professional who signed the Phase I Report for the
property. The qualifications of such personnel should be described in the Phase II
Report. The Phase II Report also must summarize in a table and/or figure format all
soil and/or groundwater analytical data.
a. The Phase II Report must summarize all applicable state and federal notification
and/or cleanup standards.
b. The Phase II Report must include an estimate of costs for any necessary
environmental remediation. This cost estimate must be included in the
development cost estimates and contain both the total estimated costs and the
estimated costs for each separate activity.
c. The Phase II Report must be clearly dated on the cover and must not be less
than one hundred eighty (180) days old at the time of formal application
submittal.
d. The Environmental Professional must thoroughly explain all investigations,
analytical data, test results, findings, and conclusions in the Phase II Report.
This includes the Environmental Professional's interpretations and clear
recommendations.
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e. Appropriate documentation (e.g., records review data or research, photographs, interview notes, any analytical results, etc.) that supports the findings and opinions in the Phase II Report must be included in the appendices to the Report.
f. The Environmental Professional must utilize a photo-ionization detector ("PID"), or other appropriate field organic screening instrument, to analyze the likely presence of volatile organic compounds in any soil borings or samples taken during the performance of any Phase II or any other soil testing event and must discuss the results of the PID analysis in the Phase II Report.
g. The Phase I ESA must include a Tier I Vapor Encroachment Screening to determine if there is a potential for vapors to occur in the subsurface below existing and/or proposed on-site structures from hazardous substances that consist of VOCs, SVOCs and inorganic volatile compounds. If the Vapor Encroachment Screening reveals that vapors break the boundary of the subject property, a Vapor Encroachment Condition (VEC) exists and "may" present an unacceptable health risk to occupants. An additional assessment must be performed according to ASTM E 2600-10 standards.
h. For any groundwater testing for metals, turbidity measurements must be performed in the field. If turbidity is greater than 5 Nephelometric Turbidity Units ("NTUs"), both a filtered and a non-filtered analysis must be run.
i. The Phase II Report must contain a copy of any soil boring logs and must show the depth to groundwater, except where borings are not installed to groundwater.
j. The Environmental Professional must require any laboratory submitting analytical results relating to a project to provide the following stipulation in the report: I stipulate that [name of laboratory] is accredited by [name of accrediting agency] and has been assigned [accreditation number]. The accreditation relates to [media - e.g., air, drinking water, hazardous waste]. The effective date of accreditation is [date] and expires on [date]. I further certify that the sample(s) for which this data is being submitted has been handled pursuant to the appropriate chain of custody.
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Signed by: ____________________
Date:
____________________
E. Professional Opinion and Related Requirements for Phase I and Phase II Reports
1. Primary Requirements. a. In any Phase I Report, the Environmental Professional must provide a professional opinion as to: (i) The existence or non-existence of any recognized environmental conditions, suspected environmental concerns, and/or non-scope issues. (ii) Whether the property has known contamination or is at risk for contamination from any recognized environmental conditions, suspected environmental concerns and/or non-scope issues. (iii) Whether further environmental assessment activities are necessary. (iv) Whether "all appropriate inquiry," as described in Section 3.2.6 of ASTM E 1527-05, was conducted. (v) Whether the review of pertinent documents or conditions addressed in each sub-section in Sections 4.0 and 5.0 of the Phase I Report indicates or does not indicate the presence of any recognized environmental conditions. b. In any Phase II Report, the Environmental Professional must provide a professional opinion as to: (i) Whether the property is contaminated. (ii) Whether any contamination discovered is from an on-site or off-site recognized environmental condition, suspected environmental concern, and/or non-scope issue. c. The Environmental Professional must identify and comment upon the significance of all data gaps that affect the Environmental Professional's ability
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to identify any recognized environmental conditions, suspected environmental
concerns, and/or non-scope issues in Section 6.0 of the Phase I Report.
d. The Phase I or Phase II Report must list the following parties as "users" of the
Report and state that they may use and rely upon it: the entity that has title to
the property or the entity that will take title to the property, project development
partners, equity partners for the project, and any other party which would be
defined as a "user" within the meaning of Section 3.2.93 of ASTM. For Phase
I Reports, this list should be included in Section 2.6 of the Report and each of
the named users must be interviewed for the "user interview" portion of the
Report, Section 4.3.
e. The Phase I Report or Phase II Report and the Environmental Certification
must state that DCA and GHFA may rely on the Phase I Report and Phase II
Report. For Phase I Reports, this statement should be included in Section 2.6
of the Report.
2. Additional Requirements. In any Phase I or Phase II where contamination from
an on-site or off-site source is known or has been determined, the Environmental
Professional must provide a professional opinion as to:
a. Whether any regulatory reporting or cleanup obligations are triggered.
b. Whether any onsite or offsite contamination at or in close proximity to the
subject property poses a hazard to human health and safety.
c. Whether the subject property is likely to be listed on the Georgia Hazardous
Site Inventory ("HSI") or otherwise become part of an HSI site based on any
documented soil and/or groundwater contamination.
d. Whether the proposed project would exacerbate any existing contamination,
upon reviewing the site plans.
3. Restrictions/Limitations. The Phase I and/or Phase II Report(s) providing the
Environmental Professional's professional opinion may not contain:
a. Any language eliminating or disclaiming the liability of the Environmental
Professional or their firm.
b. Any language eliminating or modifying the Environmental Professional's
duties, obligations, or statement of work.
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c. The report may not state that it is exclusively for the use of the party who hired the Environmental Professional or that there is no accountability, obligation or liability to any third party.
F. Insurance Requirements
1. The Environmental Professional must carry insurance that provides full coverage for all work performed. The Environmental Professional must maintain insurance policies covering all of the following types of insurance in the greater of either the following amounts of coverage or the amounts of coverage that the Environmental Professional typically carries: a. Commercial General Liability insurance, total combined single limits of $1,000,000.00 per occurrence and $2,000,000.00 in the aggregate; b. Professional Errors and Omissions insurance with limits of $2,000,000.00 each claim and $2,000,000.00 in the aggregate; and c. Pollution Liability insurance with limits of $2,000,000.00 per occurrence and $2,000,000.00 in the aggregate, with coverage extended to include third party liability for death, bodily injury, diminution of value of property and property damage.
2. The Georgia Housing and Finance Authority (GHFA) and DCA must be named as an additional insured on the commercial general liability insurance. In addition, GHFA and DCA must also be listed as a certificate holder on all policies. The insurance should be documented on an Acord 25 certificate. Such insurance, including any deductible or self-insured retention, shall by its terms be primary with respect to any insurance carried by the Applicant or any parent, subsidiary, or affiliated entities. For such policies written on a claims-made basis, the Environmental Professional must maintain such coverage for a period of at least three (3) years following the completion of the final Phase I and/or Phase II Reports.
3. The Environmental Professional must promptly notify DCA/GHFA of any changes made to the insurance policies required by this Section.
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4. Upon written request of DCA/GHFA, the Environmental Professional must promptly deliver copies of policies evidencing the insurance coverages required by this Section (F) to DCA/GHFA.
5. All required insurance shall be underwritten by an insurance carrier acceptable to DCA/GHFA and with an AM Best rating of not less than A-. Such insurance policies are to provide that the insurer must give DCA/GHFA at least thirty (30) days prior written notice of cancellation/termination/material change, and to provide that no action by the insured shall invalidate or diminish the insurance or bond(s) provided to DCA/GHFA.
6. Proof of insurance must be included in Appendix N of the Phase I Report. 7. For ease of processing, the project name should be included on the insurance
certificate.
G. HUD Environmental Clearance & Environmental Review Process for project applying for HOME or other federal funding.
The Georgia Department of Community Affairs, as the responsible entity (RE) referred
to in 24 C.F.R. 58.43, Environmental Review Procedures for Entities Assuming HUD
Responsibilities, is responsible for undertaking environmental reviews for proposed
HOME projects. In this capacity, DCA must ensure that the environmental review
process is satisfied before certain HUD funds are committed to specific projects. When
initial awards of HOME funds are announced, DCA will publish notices of its intent to
allocate HOME funds in local newspapers in the proposed projects' areas. After
comments, if any, have been received, HUD will review the comments to determine if
there has been a finding. Once that process is complete and there has been no finding,
DCA will seek HUD's approval of its commitment of HOME funds to the proposed
project. In order to ensure that the environmental review process is not challenged, or
to avoid non compliance with HUD's environmental procedures, Owners and/or
Developer of proposed projects must, once applications are submitted, refrain from
undertaking activities that could have an adverse environmental impact prior to the
receipt of an environmental clearance letter from DCA removing the stipulated
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conditions. Such activities include acquiring, rehabilitating, converting, leasing, repairing, or constructing property. As a result, an Applicant can not commit or expend HUD or non-federal funds until the environmental review process has been completed and the Owner and/or Developer has received a clearance letter from DCA permitting project activities. For detailed procedures for complying with this requirement and completing the HOME HUD Questionnaire, please see the HOME HUD Environmental Guidance
III. DCA Evaluation and Conclusions
DCA conducts an independent review of the environmental materials submitted with an application. Any environmental concerns or issues identified (e.g., soil or groundwater contamination) in the Phase I or Phase II review must be addressed in accordance with these Standards. In addition, DCA will routinely conduct an independent review of publicly available information regarding the environmental condition of a property. DCA may require additional assessment of a property, including but not limited to, file review and/or Phase II sampling.
Environmental issues with the potential to impact the subject property which are not satisfactorily identified by the Environmental Professional and are later identified by DCA can be grounds for failing the threshold review. Issues that cannot be resolved during the Application period, or which present or may present a risk to the health or safety of persons or to the environment, and/or that present an unacceptable degree of lender and/or owner liability will be grounds for site rejection. Such decisions will be made at DCA's sole discretion. Increasingly, applicable law requires environmental remediation and repair work to be performed and documented according to strict regulatory standards. If proper documentation does not exist to substantiate remedial work performed prior to the commencement of the Phase I, then limited confirmatory testing or a Phase II may be required.
Upon review of the completed Phase I and/or Phase II reports, DCA, at its sole discretion, may impose additional assessments and/or environmental actions including, but not limited to, (i) performing remediation and confirmatory testing; (ii) obtaining a
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brownfield's "limitation of liability"; (iii) obtaining a "no listing" letter under HSRA; (iv) developing a Noise Attenuation Plan; or (v) developing an Operations and Maintenance Plan ("O&M Plan"), as a requirement for, or condition of, a funding commitment or tax credit allocation. Properties with recognized environmental conditions, potential environmental concerns, or non-scope issues, that are not satisfactorily addressed by Phase II testing are unlikely to pass the threshold review or be approved for funding for tax credits. No project expenditures may be incurred or any HOME funds drawn down for any activity (other than exempt activities) prior to receipt of an environmental clearance letter releasing the conditions/funds. This may be obtained by completing an environmental review of each project as described in Part III of the 2008 Environmental Manual.
DCA reserves the right to refuse to fund or to withdraw funding from a project in which environmental hazards are discovered subsequent to DCA's completion of its threshold review. However, at DCA's sole discretion, applicants may be given the opportunity (i) perform additional testing; (ii) perform remediation and confirmatory testing; (iii) obtain a brownfield's "limitation of liability"; (iv) obtain a "no listing" letter under HSRA; (v) develop a Noise Attenuation Plan; or (vi) develop an O & M Plan with respect to certain known, suspected, or potential environmental hazards, which are discovered during the Phase I and/or Phase II reviews. Option (vi) may be exercised when HUD and/or EPA regulations allow the environmental hazard to remain at the site.
IV. Operations and Maintenance Plans
Some properties may have conditions that are currently acceptable but must be maintained or confirmed throughout the compliance or affordability period or the life of the loan whichever is greater with an ongoing O&M Plan. Examples may include the presence of ACM, lead-based paint, or underground storage tanks. The following documentation will be necessary for properties that require ongoing operations and maintenance: 1. A written O&M Plan must be submitted to DCA by the developer/owner
immediately upon the completion of any remedial actions required. An
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Environmental Professional must prepare and certify that the provisions, if carried out with diligence, are sufficient to maintain the property in accordance with the DCA O & M Guidance Plan, sound business practices, and any other applicable regulatory standards. DCA will review the O & M Plan and determine if it meets the standards set forth in the DCA O & M Guidance Plan. The developer/owner must execute a written agreement with DCA that recognizes the developer/owner's obligation to carry out the O & M Plan including, if applicable, preparing documentation necessary to demonstrate compliance. At its discretion, DCA may require additional O & M Plan provisions. 2. The developer/owner must send written certification to DCA on an annual basis that certifies the property is being maintained in accordance with any applicable O & M Plans, environmental laws and regulations. The developer/owner must make an on-site inspection and inquiry before making the certification. The scope of the certification should include both the buildings and grounds, and cover the activities of the developer/owner, tenants, sub-lessees, their agents and any other third parties. These certifications must specifically address the ongoing effectiveness and adequacy of all current remedial and maintenance actions. Such certifications must be included as part of the annual Physical Inspection Report submitted to DCA. 3. In addition, an inspection and confirmation must be made immediately following the occurrence of events that might reasonably be expected to impact the environmental condition of the property or the efficacy of prescribed remedial or maintenance actions. Such events would include, but are not limited to fire, flood, building construction or rehabilitation, spills or leaks of hazardous wastes or substances, unusual or intense use of property facilities, and/or significant changes in custodial or management personnel. 4. If the developer/owner is unable to confirm that the property is being maintained in accordance with any applicable O & M Plans, environmental laws, and regulations, the developer/owner must take any and all remedial and maintenance actions necessary to correct these conditions. The developer/owner must promptly confirm
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in writing to DCA the environmental status of the property immediately following implementation of any remedial actions. 5. The developer/owner must report to DCA and the appropriate local, state, or federal authority all known violations of applicable environmental statutes and state laws on the property. In addition, the developer/owner must take all necessary actions to ensure that all violations are promptly corrected and that the property is brought back to and maintained in full compliance with appropriate environmental statutes and good management practices.
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V. Required Format for Phase I Report
COVER
ENVIRONMENTAL CONSULTANT SIGNATURE PAGE
TABLE OF CONTENTS
1.0 EXECUTIVE SUMMARY
1.1 Location and Legal Description of the Property 1.2 Environmental Concerns and Conclusions
1.2.1 On-Site 1.2.2 Off-Site 1.3 Recommendations 1.3.1 On-Site 1.3.2 Off-Site
2.0 INTRODUCTION
2.1 Background (including purpose of the Phase I) 2.2 Procedures (including a detailed Scope of Services) 2.3 Significant Assumptions 2.4 Qualifications of Personnel/Documentation of qualifications as an
"Environmental Professional" 2.5 Assessment of Specialized Knowledge or Experience of User and/or
"Environmental Professional" 2.6 Limitations and Exceptions 2.7 Special or Additional Conditions or Contract Terms
3.0. SITE SETTING
3.1. General Description of the Site and Vicinity 3.1.1. Current Site Use and Description 3.1.2. Current Uses of Adjoining Properties 3.1.3. Description of Structures, Roads, and Other Improvements (including exterior and interior observations)
3.2. Hydrogeology 3.2.1. Geologic Setting 3.2.2. Surface Drainage 3.2.3. Groundwater
3.3. Wetlands 3.4. Floodplain/Floodway 3.5. State Waters 3.6. Endangered Species
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4.0 REGULATORY INFORMATION
4.1 Data Review 4.1.1 Standard Environmental Record Sources 4.1.1.1 Sites listed in Section 8.2.1 of ASTM E 1527-05 and in Exhibit B1 4.1.1.2 Orphan/Unmappable Sites 4.1.2 Additional Environmental Record Sources 4.1.2.1 Local Brownfield Lists 4.1.2.2 Local Lists of Landfill/Solid Waste Disposal Sites 4.1.2.3 Local Lists of Hazardous Waste/Contaminated Sites 4.1.2.4 Local Lists of Registered Storage Tanks 4.1.2.5 Local Land Records (for activity and use limitations) 4.1.2.6 Records of Emergency Release Reports 4.1.2.7 Records of Contaminated Public Wells 4.1.2.8 Planning Department Records 4.1.2.9 Local/Regional Pollution Control Agency Records 4.1.2.10 Local/Regional Water Quality Agency Records 4.1.2.11 Local Electric Utility Companies (for records related to PCBs) 4.1.2.12 Other
4.2 Agency Contacts/Records 4.2.1 Local Fire Department Official 4.2.2 State, Local, or Regional Health or Environmental Agency 4.2.3 Local Building Permit Agency Official 4.2.4 Local Groundwater Use Permit Agency Official
4.3 Interviews 4.3.1 Current Key Site Manager, Occupants, or Owners of the Property 4.3.2 Current Owners or Occupants of Neighboring Properties 4.3.3 Past Owners, Occupants, or Operators of the Property 4.3.4 User(s) 4.3.4.1 Title Records 4.3.4.2 Environmental Liens 4.3.4.3 Specialized Knowledge of the User 4.3.4.4 Commonly Known/Reasonably Ascertainable Information 4.3.4.5 Reason for Performing the Phase I 4.3.4.6 Relationship of Purchase Price to Fair Market Value (if Property being purchased) 4.3.4.6.1 Purchase Price 4.3.4.6.2 Differential between Purchase Price and Market Value 4.3.4.6.3 Reasons For Any Differential
5.0 SITE INFORMATION AND USE
5.1 Site Reconnaissance Methodology and Limiting Conditions 5.2 General Site Setting
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5.3 Assessment of Commonly Known/Reasonably Ascertainable Information
5.4 Current Site Use
5.4.1 Storage Tanks
5.4.2 Hazardous and Petroleum Products Containers/Drums
5.4.3 Heating and Cooling
5.4.4 Solid Waste
5.4.5 Sewage Disposal/Septic Tanks
5.4.6 Hydraulic Equipment
5.4.7 Contracted Maintenance Services
5.4.8 Electrical Equipment/PCBs
5.4.9 Water Supply and Wells
5.4.10 Drains and Sumps
5.4.11 Pits, Ponds, Lagoons, and Surface Waters
5.4.12 Stressed Vegetation
5.4.13 Stained Soil or Pavement
5.4.14 Odors
5.4.15 Utilities/Roadway Easements
5.4.16 Chemical Use
5.4.17 Water Leaks/Mold/Fungi/Microbial Growth
5.4.18 Asbestos
5.4.19 Lead-Based Paint
5.4.20 Lead in Drinking Water
5.4.21 Radon
5.4.22 Noise
5.4.23 Vapor Encroachment Screening
5.4.24 Other Site Reconnaissance Issues
5.5 Past Site Use
5.5.1 Recorded Land Title Records
5.5.2 Environmental Liens
5.5.3 Activity and Use Limitations (a.k.a. Engineering and/or Institutional
Controls)
5.5.4 Aerial Photographs and Topographic Maps
5.5.5 Sanborn Fire Insurance Maps
5.5.6 City Directories
5.5.7 Previous Environmental Studies
5.5.8 Other
5.6 Current Surrounding Land Use
5.6.1 North
5.6.2 East
5.6.3 South
5.6.4 West
5.7 Past Surrounding Land Use
5.7.1 North
5.7.2 East
5.7.3 South
5.7.4 West
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5.8 Historic Preservation
6.0 DATA GAPS
6.1 Identification of Data Gaps 6.2 Sources of Information Consulted to Address Data Gaps 6.3 Significance of Data Gaps
7.0 ENVIRONMENTAL CONCERNS
7.1 On-Site 7.2 Off-Site
8.0 CONCLUSIONS & RECOMMENDATIONS
8.1 On-Site 8.2 Off-Site
9.0 DATA REFERENCES
10.0 VALUATION REDUCTION (Unless the specific information is previously provided by User in the User Interview)
10.1 Purchase Price 10.2 Interview of Broker Regarding Market Value 10.3 Differential between Purchase Price and Market Value 10.4 Environmental Reasons for Any Differential
APPENDIX A -- FIGURES AND MAPS
1. USFWS National Wetlands Inventory Map 2. FEMA Map 3. Site Map 4. USGS Topographic Map
APPENDIX B -- PHOTOGRAPHS (including date and description of view presented)
APPENDIX C -- HISTORICAL RESEARCH DOCUMENTATION
1. Historic aerial maps 2. Fire insurance maps 3. Historical topographical maps
APPENDIX D -- DOCUMENTATION FROM TITLE COMPANY/TITLE PROFESSIONAL
1. Recorded land title records 2. Records of environmental liens and activity and use limitations) 3. Legal description
APPENDIX E -- (if applicable)
1. Current Phase II scope of work 2. Current Phase II Report
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3. Other testing results a. Lead based paint b. Lead in soil c. Lead in water d. Asbestos e. Radon f. Vapor Encroachment Screening
4. Previous Phase II Reports
APPENDIX F -- REGULATORY SEARCH INFORMATION APPENDIX G -- RECORD OF COMMUNICATIONS AND INTERVIEWS
1. User/applicant interview 2. (abandoned properties) Interview of owners and occupants of neighboring
properties 3. documentation of attempts to interview:
a. local fire department; b. state or local health department or environmental agency; c. local agency responsible for issuance of building permits; d. local agency responsible for issuance of groundwater
APPENDIX H -- AUTHOR CREDENTIALS, DOCUMENTATION OF QUALIFICATION AS AN "ENVIRONMENTAL PROFESSIONAL"
APPENDIX I -- PREVIOUS PHASE I ENVIRONMENTAL REPORTS (if available)
APPENDIX J -- NOISE ASSESSMENT DOCUMENTATION
1. Noise assessment report 2. Noise attenuation plan (if applicable)
APPENDIX K -- ADDITIONAL HOME REQUIREMENTS (if applicable)
1. HOME and HUD Environmental Questionnaire 2. HOME and HUD Questionnaire supporting documentation 3. 8-step process for floodplains and wetlands
APPENDIX L -- OWNER ENVIRONMENTAL QUESTIONNAIRE APPENDIX M -- PROPERTY LOG AND INFORMATION CHECKLIST APPENDIX N -- PROOF OF INSURANCE APPENDIX O -- LETTERS OF REFERENCE APPENDIX P -- ENVIRONMENTAL CERTIFICATION APPENDIX Q-- CONSUMER CONFIDENCE REPORT ON WATER QUALITY APPENDIX R-- ENDANGERED SPECIES DOCUMENTATION (if applicable) APPENDIX S-- SHPO REVIEW DOCUMENTATION (if applicable)
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APPENDIX T-- OPERATION AND MAINTENANCE MANUAL (if applicable) APPENDIX U-- OTHER (if applicable)
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VI. Common Errors or Omissions and Documentation Checklist
This checklist reflects items commonly omitted or problematic with the Phase I Environmental Site Assessments. Since this checklist is not intended to be a comprehensive checklist of all items required for a DCA approved Phase I Environmental Site Assessment, please read the Environmental Guide thoroughly before submitting a Phase I report to DCA.
Common Omissions Include:
Report Date (not included on the cover).
Environmental Certification Form.
Signature of the Environmental Professional on the Environmental
Certification form.
Signature of the Applicant on the Environmental Certification form.
Environmental Professional's resume, qualifications, letters of reference.
Proof of insurance in specified amounts on appropriate certification forms;
GHFA and DCA listed on the certificate as a certificate holder and as an
additional insured for the commercial general liability policy.
Owner Environmental Questionnaire and Disclosure Statement.
Property Log.
Incomplete HOME and HUD Environmental Questionnaire.
Professional Opinion, conclusions, and recommendations on all matters
observed on the subject site and or surrounding sites in the Executive
Summary and in Sections 4.0 and 5.0 of the Report.
Date of Site Reconnaissance.
Comprehensive historical review in accordance with ASTM requirements and
DCA standards.
Interviews names and titles of interviewees; documentation of all interviews
and attempts to interview in the Appendices.
Geological investigation.
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Floodplain investigation and map.
Wetlands investigation, including wetlands maps.
Site map indicating groundwater flow.
Discussion of each property identified in the environmental regulatory
database(s) and rationale(s) for determining whether each property presents
a recognized environmental condition to the subject property.
Photographs: dates.
Noise Assessment Report and professional opinion (including NAG when
noise levels exceed HUD limitations).
Radon site classification for new construction; Radon testing in buildings for
rehabilitation.
Survey of mold conditions in buildings for rehabilitation.
Lead in Drinking Water documentation.
Asbestos sampling/survey.
Lead Based Paint sampling.
Map locating all sites identified in Regulatory Review, including, but not
limited to the following:
FINDS
Federal CERCLIS/CERCLIS NFRAP
RCRA TSD
RCRA Generators
NPL
ERNS
TRI
UST
State LUST
HSRA (a.k.a. non-HSI)
HSI
Spills List
SWS
RCRA CORRACTS
Common Errors Include:
Report Date (outdated).
DCA Format not followed.
Noise Assessment Report and professional opinion (not including 10-year
traffic projections).
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Use of Disclaimer language inconsistent with requirements of these Environmental Guidelines.
Site reconnaissance observations not sufficiently discussed. Photographs: observations and potential environmental impacts not
sufficiently discussed.
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VII. Glossary of Terms and Acronyms
HSRA
Georgia Hazardous Site Response Act [O.C.G.A. Section 12-8-90
et seq.]
HSI
Hazardous Site Inventory
CERCLA
Comprehensive Environmental Response, Compensation, and
Liability Act of 1980 [42 U.S.C. Section 9601 et seq.], as amended
by the Superfund Amendment and Reauthorization Act of 1986
CERCLIS
Comprehensive Environmental Response, Compensation and
Liability Information System
CERCLIS NFRAP CERCLIS--no further remedial action planned
EPCRA
Emergency Planning and Community Right to Know Act of 1986
[43 U.S.C. Section 11001 et seq.]
EPD
Georgia Department of Natural Resources, Environmental
Protection Division
ERNS
Emergency Response Notification System [40 C.F.R. Parts 300,
370, and 372]
FINDS
Facility Index System [40 C.F.R. Section 6901 et seq.]
LUST
Leaking Underground Storage Tank Act
NPL
National Priorities List [42 U.S.C. Section 9605]
RCRA
Solid Waste Disposal Act as Amended by Resource Conservation
and Recovery Act [42 U.S.C. Section 6901 et seq.]
RCRA CORRACTS RCRA corrective action database
RCRIS
Resource Conservation and Recovery Information System
SARA
Superfund Amendments and Reauthorization Act of 1986
TRI
Toxics Release Inventory
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