Loading...
HomeMy WebLinkAbout2006-01-AU Audit of the County of Hawai‘i's Recycling and Diversion Grants ProgramCONSTANCE R. KIRIU County Clerk July 13, 2006 TO Cuffe1" SUBJECT: County of Hawai `i Office of the County Clerk 25 Aupuni Street Hilo, Hawaii 96720 Telephone: (808) 961 -8255 Facsimile: (808) 961 -8912 Stacy K. Higa, unci hair, And Member of the C unty Council William E. Smith Deputy County Clerk WILLIAM E. SMITH Deputy County Clerk rwro cas C Audit of the County of Hawai`i's Recycling and Diversion Grants Program For your information and review, we are transmitting the above report, which was prepared by the Legislative Auditor's Office pursuant to Resolution No. 168 -05 requesting the Legislative Auditor's Office to conduct a Limited Scope Performance Audit of the County of Hawai`i's Recycling and Diversion Grants Program. The affected agency was given the opportunity to respond and their response is located at the end of the report listed as Exhibit 1.7. Should you have any questions regarding the report, please call Audit Analysts, Colleen Schrandt or Lane Shibata. Att. COMM6 No. .42.-s Ref. Toy Raf. Date, Hawai `i County Is An Equal Opportunity Provider And Employer co ua Audit of the County of Hawai`i's Recycling and Diversion Grants Program For your information and review, we are transmitting the above report, which was prepared by the Legislative Auditor's Office pursuant to Resolution No. 168 -05 requesting the Legislative Auditor's Office to conduct a Limited Scope Performance Audit of the County of Hawai`i's Recycling and Diversion Grants Program. The affected agency was given the opportunity to respond and their response is located at the end of the report listed as Exhibit 1.7. Should you have any questions regarding the report, please call Audit Analysts, Colleen Schrandt or Lane Shibata. Att. COMM6 No. .42.-s Ref. Toy Raf. Date, Hawai `i County Is An Equal Opportunity Provider And Employer Legislative Auditor County of Hawaii OVERVIEW Limited Scope Audit of the Department of Environmental Management's Recycling and Diversion Grants Program, Fiscal Years 2004 and 2005 Report No. 01 -06, June 2006 This limited scope performance audit of the Department of Environmental Management, Solid Waste Division, Recycling and Diversion Grant Programs for fiscal years 2004 and 2005, was initiated at the request of the Hawaii County Council in Resolution No. 168 -05. This audit is intended to provide an objective assessment of the Department of Environmental Management's compliance with applicable governmental regulations related to its recycling and diversion programs; an objective assessment of its compliance with applicable policies and statutory requirements in its procurement and contracting of program services; an objective assessment of its implementation of and adherence to standardized policies and procedures for managing and monitoring said programs; and constructive recommendations for improvement of the Department's internal controls to assist in more effective and efficient operation of the County's Recycling and Diversion Programs. Background The Department of Environmental Management (DEM) was created by Charter amendment in December 2000, and tasked with the enormous responsibility of management, oversight, and operation of all solid waste and wastewater functions for Hawaii County which were formerly under the purview of the Department of Public Works. The auditors would like to acknowledge that while audit findings indicate material weaknesses in DEM's internal controls, the recycling and diversion programs represent only one facet of the Department's responsibilities and accomplishments. When the Department director was hired in 2002, she assumed responsibility for a department that lacked several key management personnel, was facing a crisis forced by the imminent closure of the East Hawaii Landfill, had no written recycling and diversion program policies and procedures, and was statutorily mandated to meet certain recycling and diversion goals with inadequate and degraded infrastructure. Summary In contrast to mainland communities, cost- effective solid waste disposal in Hawaii County is complicated by several unique factors including geographic location, regulatory restrictions on marine transport, limited domestic markets for recycling and reuse of end products, and difficulty in providing convenient collection facilities due to numerous small rural population distributions. Thus, Hawaii County continues to significantly exceed the national average of pounds of solid waste generated and landfilled per capita as reported by the U. S. Environmental Protection Agency (EPA). As a result, the County needs to develop and implement methods to better measure the effectiveness of its recycling, diversion, outreach, and education programs. Best Practices for source reduction, recycling, and reuse should be researched to aid in development and implementation of more effective programs. In addition, source reduction programs should include importers, manufacturers, and packagers. Based on examination of program files, the auditors determined that responsibility for the Department's lack of progress in implementing timely and effective solutions to Hawaii County's solid waste needs does not rest solely with DEM. Funding deficiencies in previous years, changes in County governance, and the lack of County -wide accountability for failure to adhere to a solid waste management plan have also contributed to delays. The lead time for implementation of solid waste technologies and infrastructure is lengthy due to permitting and regulatory constraints, and therefore, requires the continued commitment of the County Administration and Council. However, the administrative and legislative branches have yet to agree upon or commit to a long -term plan for addressing solid waste that will provide clear direction to the Department irrespective of changes in elected officials. The County's Updated Integrated Solid Waste Management Plan (ISWMP) is outdated, and does not contain sufficient content for use as a guide and measurement tool for the County's progress in implementing solid waste solutions. It does not include standardized methods and specific criteria for use in determining which technologies, funding mechanisms, and labor sources will be used. It is not supported by a detailed "working plan" that delineates specific tasks, sets timelines, and assigns stakeholder responsibility for timely completion of tasks. The Department and its Special Programs Group do not have written policies and procedures relating to work flow, conmrnunications, procurements, contracting, program monitoring, control, evaluation and reporting, transaction processing, and manpower needs assessment. The Department has not implemented procedures to permit ongoing and accurate measurement of various solid waste components which results in inaccurate estimates of volumes to be processed under recycling and diversion contracts, issuance of numerous contract addenda to address additional volumes and expenditures, and a lack of independent data for reconciliation and validation of volumes claimed as processed. The Department does not implement sufficient internal controls to permit regular assessment of the effectiveness and efficiency of its recycling and diversion programs, and to reasonably ensure that a specific program meets its objectives. The Department has not implemented sufficient internal controls to ensure that unintended actions do not occur as a result of failure to meet permit and grant application; renewal, and reporting deadlines; that data reported to and by the Department is consistent, timely, valid, reliable, and disseminated to the proper agencies and personnel; and that program procurements and operations are in compliance with applicable laws, regulations, and provisions of contract and grant agreements. Recommendations The auditors recommend that the Mayor and County Council, in consultation with DEM, develop a plan and schedule for revising the County's Updated ISWW. The revision should include a method for input by all stakeholders and a commitment by all stakeholders to implement and adhere to the revised plan irrespective of changes in elected officials. An accompanying detailed "working plan" also needs to be developed to drive and guide implementation of the revised ISWMP, by outlining specific tasks to be completed, a schedule for their completion, and assignment of stakeholders responsible for each task. The County should also consider codifying this revised long -term solid waste management plan in the form of an ordinance that establishes a mechanism for regular and frequent review and reporting of stakeholder progress. The auditors also recommend that the County Council adopt an ordinance to clearly establish the County's authority to audit any entity with which it contracts, regardless of whether the procurement is subject to or exempt from State and County procurement code provisions. In keeping, DEM should consult with the Finance Department and the Corporation Counsel to update its written policies and procedures relating to procurement and contracting, including the award of grant monies to non - profit and for - profit entities. The auditors recommend that the County consider implementing a standardized policy regarding documentation of any and all communications received by a department from federal and State governmental agencies concerning possible regulatory violations or sanctions, and require prompt transmittal of any and all such communications to the Mayor, Managing Director, Finance Director, Corporation Counsel, and County Council for information and input. The auditors recommend that DEM evaluate areas of possible risk, exposure, and control deficiencies, and develop and implement necessary internal controls. DEM should document all tasks and processes for which it is responsible, using "flow charts" or "process mapping" to aid in evaluating the adequacy of staffing levels and training. DEM should consult with other County departments and State agencies to develop "best practices" for program compliance, effectiveness, and efficiency. DEM should implement regular and frequent program reviews to monitor compliance and progress in an effort to maximize effectiveness and efficiency, while minimizing risk and exposure to governmental sanctions and civil liabilities. DEM should utilize the County's "FRESH" project accounting module to provide timely and accurate reporting of contract and program financial and performance data. DEM should implement processes and procedures for regular and continuous measurement of the various waste types entering and being diverted from the County's solid. waste. stream. DEM should also include accurate descriptions and volume estimates of waste types to be processed as well. as specific requirements for reporting under each procurement and contract document. If the Department determines that it cannot implement the foregoing internal control measures with existing staff within the next six months, the auditors recommend that DEM consider procuring a private consultant to assist in its development of internal policies and procedures, process documentation, and staff assessments and training. Response In response to the auditors' draft report, the Department of Environmental Management expressed appreciation for the auditors' efforts to look beneath the surface and offer criticisms that will be useful in the Department's efforts to improve its operations. Due to the volume and level of detail of the audit report, DEM responded to what it felt were the "common areas of concern across programs." In general, DEM agreed with the General Findings, indicating: • The Department is evaluating all programs to implement improved procurement, management, and documentation where feasible. • The Department has drafted contract file management policies. • The Department has agreed to research utilizing the County's FRESH project accounting module for program tracking. • The Department has agreed to insert language in future contracts to require stricter documentation of end -use by vendors and to allow on -site observation of vendor operations by County personnel. • The Department has written to the State Procurement Office for a determination as to whether its current diversion grant process sufficiently meets State procurement criteria. • The Department has agreed to evaluate staffmg requirements in undertaking procurement and contract management. • The Department is agreeable to hiring a consultant for process map development to assist in improving its overall operations. While the auditors acknowledge and appreciate the Department's efforts to provide additional information, the auditors do not feel that the information offered by DEM substantively affected the content of the audit report. The auditors do offer the following comments to the Department's response: Green Waste — The auditors understand the difficulty in obtaining incoming weights caused by current sites and infrastructure. However, these difficulties and their solution should be a part of any future plans for addressing green waste. In response to the Department's statement that it is better to have consistent standards at all locations, while consistency is definitely desirable, it should not be at the expense of effective controls. The most effective controls possible should be implemented with every effort toward standardization at all locations. DEM states that, at this time, the Department is meeting the State's diversion goals for green waste. The auditors question how this was determined as the County does not currently have the capability of accurately measuring green waste entering processing facilities, much less the total amount of green waste being generated by residential and commercial sources being dumped illegally or at County transfer stations. Further, program budgeting should be performed in sufficient detail to allow for control through frequent review, complemented by sufficient monthly processing requirements and limitations at procurement and contracting as well as by adequate and appropriate ongoing monitoring, control, and reporting. Encumbering smaller amounts on an incremental basis is not an adequate internal control mechanism. Household Hazardous Waste — The auditors disagree that the understanding of the law regarding household hazardous waste communicated in the audit report is incorrect. The laws are somewhat confusing as a waste identified as "hazardous" is exempted by reason that it was generated by a household rather than a public or commercial entity. However, Hawaii Revised Statutes Section 342G- 26(f)(1) requires that the County's household hazardous waste component include an assessment of the quantity and type of hazardous wastes generated by residences. HRS §342G- 26(f)(3) further provides that it shall "develop programs for the collection of household hazardous wastes that protect the public and the environment from these substances." It is the auditors' understanding that the reason that household waste is exempted is due to the difficulty in regulatory enforcement of individual households, not because the waste does not pose a significant threat to public health and the environment. The impact of these threats appears to be even greater in Hawaii County since our waste generated per capita is approximately double that of the national average. The Department's response indicates the assumption that auditors suggest the County should subsidize commercial collection of hazardous wastes. The auditors did not intend that the County subsidize commercial collection, but rather that the County pursue provision of permanent collection sites for both commercial and residential generators, with commercial generators paying a "tipping" or disposal fee to help support the household hazardous waste program. AUDIT OF THE COUNTY OF HAWAI`I'S RECYCLING AND DIVERSION GRANTS PROGRAM A Report to the Finance Committee, County of Hawaii Conducted and Submitted by Legislative Auditor's Office County of Hawaii Colleen Schrandt Lane Shibata Report No. 01 -06 June 2006 This report is printed on 30% recycled paper. Foreword This Report No. 01 -06, Review of Recycling and Diversion Grants Program under the Department of Environmental Management, was requested by the Hawaii County Council through Resolution No. 168 -05, Resolution Requesting the Legislative Auditor's Office to Conduct a Limited Scope Performance Audit of the County of Hawai `i 's Recycling and Diversion Grants Program. Specifically, auditors reviewed the Department of Environmental Management's contracts for recycling and diversion programs funded by County, State and federal grants for Fiscal Years 2004 and 2005. The audit was conducted pursuant to Council Rule 22, Section 2(d) which provides: "2. The Legislative Auditor shall, at the discretion of the Council: (d) Conduct performance and financial audits of the funds, programs and operations of any agency or operation of the County when requested by resolution. All audits shall be conducted in accordance with governmental auditing standards." The auditors wish to express their appreciation for the cooperation and assistance extended to them by the Department of Environmental Management and others contacted during the course of the audit. William E. Smith Deputy County Clerk Table of Contents CHAPTER 1 BACKGROUND Introduction............................................................................................ ..............................2 Laws, Rules, and Plans .......................................................................... ..............................2 Overview of County Facilities and Department of Environmental Management ...............4 AuditObjectives .................................................................................... ..............................6 Scopeand Methodology ........................................................................ ..............................6 CHAPTER 2 GENERAL FINDINGS Conclusion............................................................................................ .............................13 Recommendations................................................................................. .............................14 SubsequentEvents ................................................................................ .............................18 CHAPTER 3 RECYCLING AND DIVERSION PROGRAM ANALYSIS DIVERSIONGRANT PROGRAM ..................................................... .............................19 ADF -- GLASS CONTAINER RECOVERY PROGRAM .................. .............................26 H15 -BEVERAGE CONTAINER DEPOSIT PROGRAM ................. .............................40 GREENWASTE PROGRAM .............................................................. .............................45 SCRAPMETAL PROGRAM .............................................................. .............................60 HOUSEHOLD HAZARDOUS WASTE PROGRAM ......................... .............................74 WEST HAWAII MATERIAL RECOVERY FACILITY ................... .............................80 TIRERECYCLING PROGRAM ......................................................... .............................84 EPAGRANTS ...................................................................................... .............................93 PHASE I: KEA`AU RECYCLING AND REUSE CENTER (KRRC) .............93 PHASE II: KEA`AU RECYCLING AND REUSE CENTER (KRRC) ..........101 PHASE III: WASTE REDUCTION AND RECYCLING PROJECT (WEST HAWAI` I) .............................................. ............................... ............................109 Listing of Tables Table 1.1 ADF Atlas Recycling ................ Table 1.2 ADF Business Services Hawaii Table 1.3 Scrap Metal Program ........ I ...... . Table 1.4 EPA Phase I .............................. Table 1.5 EPA Phase II ............................. ......30 ......32 ......69 ......98 ....105 Listing of Exhibits Exhibits 1.1 Site Characteristics for existing Transfer Stations (FY2006) Exhibits 1.2 Public Facilities -- Landfills /Transfer Stations Exhibits 1.3 Audit Sample Schedule of Contracts Reviewed Exhibits 1.4 Recycling Program Contracts for Fiscal Years 2003 -04 and 2004 -2005 Exhibits 1.5 Island -wide Transfer Station Condition Exhibits 1.6 Letter of Transmittal to Department of Environmental Management Exhibits 1.7 Departmental Response to Recommendations This page intentionally left blank. CHAPTERI BACKGROUND Introduction This limited scope performance audit of the Department of Environmental Management, Solid Waste Division, Recycle and Diversion Grant Program was initiated at the request of the Hawaii County Council in Resolution No. 168 -05. Laws, Rules, and Plans Federal Solid Waste is regulated on the federal level under Title 40 of the Code of Federal Regulations (CFR), chapter I, subchapter I, parts 239 to 299, which is administered by the Environmental Protection Agency (EPA) through its Office of Solid Waste. The EPA's goal for municipal solid waste management (MSW) contained in the Government Performance and Results Act provides: "By 2005, facilitate source reduction to reduce MSW generation to 4.3 lbs /person/day and facilitate increased recycling, including composting, to divert at least 35 percent of MSW from landfilling and combustion by 2005." State In 1991, the "Hawai`i Integrated Solid Waste Management Act" was enacted and codified in chapter 342G of the Hawaii Revised Statutes. The Act mandates that source reduction, recycling, and bioconversion be given the highest priority by the State and counties in designing and implementing their respective solid waste management plans and systems. FIRS §342G -2, "Solid waste management priorities," provides: "(a) This chapter shall be known and may be cited as the 'Hawai'i Integrated Solid Waste Management Act.' (b) In implementing this chapter, the department and each county shall consider the following solid waste management practices and processing methods in their order of priority: (1) Source reduction; (2) Recycling and bioconversion, including composting; and (3) Landfilling and incineration. The respective roles of landfilling and incineration shall be left to each county's discretion. CHAPTER BACKGROUND (c) In implementing this chapter, the department and each county shall consider the minimization of litter and illegal dumping as a design factor in the development of integrated solid waste management programs." HRS §342G -3, "Goals," provides, in pertinent part: "(a) It is the goal of the State to reduce the solid waste stream prior to disposal by: (1) Twenty -five per cent by January 1, 1995; and (2) Fifty per cent by January 1, 2000; through source reduction, recycling, and bioconversion. Where feasible, the office shall establish other state goals for specific commodities, recognizing market considerations." HRS §342G -12 provides for the establishment of the Office of Solid Waste Management within the State Department of Health (DOH). HRS chapter 342G, part III, "Integrated Solid Waste Management Planning," establishes the requirement that each county develop an "integrated solid waste management plan," and sets forth the process for obtaining DOH plan approval including minimum program component requirements and schedules for plan submission. The program components that directly relate to the scope of this audit are set forth in: HRS §342G- 25(b)(2) - Source reduction HRS §342G- 25(b)(3) - Recycling and bioconversion HRS §342G- 25(b)(5) - Special waste HRS §342G- 25(b)(6) - Household hazardous waste HRS §342G- 25(b)(7) - Public education and information HRS §342G- 25(b)(10) - Program implementation HRS §342G- 25(b)(11) - Program funding. HRS § 10313-1 02(b)(2)(A) and (I) of the Hawaii Procurement Code provide: "(b) Notwithstanding subsection (a), this chapter shall not apply to contracts by governmental bodies: (2) To disburse funds, irrespective of their source: (A)For grants or subsidies as those terms are defined in section 42F -101, made by the State in accordance with standards provided by law as required by article VII, section 4, of the State Constitution; or by the counties pursuant to their respective charters or ordinances... (I) For contracts awarded in accordance with chapter 103F...." Hawaii Administrative Rules (HAR), Title 11, Chapter 58.1, "Solid Waste Management Control," establishes minimum standards governing the design, construction, installation, operation, and maintenance of solid waste disposal, recycling, reclamation, and transfer systems. 3 CHAPTER BACKGROUND County The County's "Integrated Solid Waste Management Plan" ( ISWMP) was adopted by the County Council on October 5, 1994 (in Resolution No. 291 -94). The Updated ISWMP was adopted by the Council on November 20, 2002 (in Resolution No. 238 -02), and approved by DOH on April 7, 2003. The stated objectives of the Updated ISWMP are to: • "Outline needed changes in Hawaii County's solid waste system; • Select systems and programs from available alternatives for solid waste management that will be cost - effective, efficient, and convenient for the users, and; • Outline the basic steps necessary to implement the needed changes in the system." The plan states: "This ISWMP is a general planning document to provide the basis for improving and updating the county's solid waste management system." Overview of County Facilities and Department of Environmental Management County Solid Waste Facilities The County's current solid waste handling infrastructure includes two landfills, the East Hawaii Landfill located in South Hilo and the West Hawaii Landfill located in Pu`uanahulu, and 21 convenience centers located throughout the County (See Exhibit 1.1). HAR §11-58.1-03 defines "convenience centers" as "waste handling facilities performing limited transfer station operation located at convenient areas receiving less than forty tons per day of only household or residential solid waste." Pursuant to HAR §11- 58.1 - 04(1)(1), 20 of the 21 convenience centers (commonly referred to as "transfer stations ") are currently permitted by DOH under "permit by rule" for solid waste handling and disposal facilities of limited impact. The Miloli`i Station is not currently permitted by DOH due to lack of zoning approvals for the site. The use of County "transfer stations" is limited to "household rubbish" or "household refuse." Hawaii County Code §20 -31 defines "transfer station" as "a facility designed to collect household rubbish from the surrounding community and to transport this refuse to a suitable disposal facility." It defines "household rubbish" as "all rubbish, including any material not exceeding four feet in length at its longest dimension, which is normally generated by a family's activities at their place of residence." Hawaii County Code §20- 43(b)(1) further provides: "(b) Acceptance at transfer stations. (1) All acceptable household refuse, including shrubbery and yard trimmings, deposited into the transfer station solid waste container shall be accepted by the County for disposal on any day during normal working hours of the station. No item shall exceed four feet in any dimension or weigh more than fifty pounds." 4 CHAPTER t BACKGROUND The County's Updated ISWMP dated December 2002 indicates that approximately 42 percent of the waste stream entering County landfills was from transfer stations in 2000. Exhibit 1.2 reprinted from the Updated ISWMP indicates that two new transfer stations are planned. However, there is no further discussion in the Updated ISWMP relating to these additional facilities or related timelines and costs for their implementation. No new transfer stations have been permitted or placed into operation at the conclusion of audit fieldwork in April 2006. Department of Environmental Management In December 2000, the Department of Environmental Management (DEM) was established by charter amendment to assume the enormous responsibility of management, oversight, and operations of all solid waste and wastewater functions formerly performed by the Department of Public Works (Hawai`i County Charter §6 -5.1). The 2000 charter amendment also provided for the establishment of an Environmental Management Commission to act as an advisory body to the department, with commission members appointed by the Mayor and confirmed by the County Council (Hawai`i County Charter §6 -5.5). DEM did not have permanent staff until August of 2002 when Director Barbara Bell and administrative assistant Sharon Henry were hired. The department was organized into two divisions: Solid Waste and Wastewater. The Solid Waste Division is divided into the "Operations Group" and the "Special Programs Group." The Operations Group is responsible for solid waste collection and disposal facilities in the County including the two landfills, 21 transfer stations, and island -wide hauling operations, utilizing County personnel and privately contracted services. The Special Programs Group is responsible for management of programs relating to waste stream reduction, diversion, recycling, and reuse for the County, utilizing County personnel and privately contracted services. The Solid Waste Division has experienced continual transition with the retirement of its first chief Larry Capellas in January 2003, the appointment of Bobby Gonsalves as acting chief through September 2003, the assumption of the position by Lono Tyson until his resignation in July 2005, which was followed by the appointment of Michael Dworsky in September 2005. Special Programs Group The Solid Waste Division had been newly established just prior to the audit period (July 1, 2003 to June 30, 2005). Several recycling and diversion programs established and operated under the Department of Public Works were assumed by the Solid Waste Division, with the Special Programs Group currently responsible for all recycling and diversion programs island -wide. The Special Programs Group is further divided into two functional areas: the Recycling Section headed by a Recycling Coordinator, and the Abandoned Vehicle Section which is tasked with removal and disposal of derelict vehicles found on publicly accessible roadways. Special Programs Recycling Coordinator Eileen O'Hora -Weir did not assume her position until May 2003, and has since vacated the position effective April 28, 2006. A student helper hired in January CHAPTERi BACKGROUND 2003 was transitioned to a full time Recycling Specialist I in June 2005. Two temporary Recycling Specialist II positions specifically dedicated to the HI5 Beverage Container Deposit Program were filled in January 2005, and are assisted by a student helper. During the audit period, the Special Programs Group was responsible for administering approximately 12 recycle /diversion programs, comprised of roughly 70 contracts, as well as three EPA pilot projects and one facility design project. Audit Objectives In its Resolution No. 168 -05, the County Council identified the scope of this performance audit to include, but not be limited to, the following objectives: 1. To examine a sample of the significant contracts for Department of Environmental Management's Recycling and Diversion programs during the fiscal years 2004 and 2005. 2. To review the bidding process, contract award, monitoring process and oversight requirements of these recycling contracts. To review policies and procedures of the Department of Environmental Management for adequate safeguards on grant administration. 4. All auditing shall be done in accordance with governmental auditing standards as outlined in Rule 22, Council Rules... [T]he Legislative Auditor's Office may conduct further examination into concerns that may arise during the course of the review beyond the scope and objectives listed above...." Scope and Methodology This limited scope performance audit focused on DEM's Special Programs Group and its activities relating to recycling and diversion contracts. Our audit sample consisted of all recycling and diversion contracts in excess of $100,000 issued from July 1, 2003 through June 30, 2005, which totaled $6,726,963 (See Exhibit 1.3). The sample was drawn from a summary report provided by DEM of all recycling and diversion contracts issued for the fiscal years 2003 -2004 and 2004 -2005 (See Exhibit 1.4). Audit fieldwork was conducted from December 2005 through April 2006, in accordance with generally accepted government auditing standards. While the audit focused on the DEM Special Programs Group, portions of fieldwork included consideration of the larger DEM Solid Waste Division, other County departments, the County administrative and legislative branches, and the State Department of Health, but only as they related to the Special Programs Group and its operations and administration. 6 CHAPTER BACKGROUND In conducting the audit, the audit team reviewed pertinent ordinances, laws, rules, and prior audits pertaining to the County's recycle and diversion programs. Auditors reviewed departmental programs for compliance with applicable County, State, and federal laws, rules, regulation, and requirements, and assessed management controls relevant to the objectives of the audit. Auditors reviewed departmental policies, procedures, contracts, reports, communications, and other related data to evaluate the existence and effectiveness of internal controls, compliance with governmental permit and contractual requirements, and monitoring of departmental and contractor performance. Additionally, the audit team interviewed departmental personnel and contractors and made site visits to County facilities and contractor operations. The objectives of the audit did not encompass assessment of the effectiveness and/or efficiency of the Department of Environmental Management as a whole, or assessment of the efficacy of DEM's Recycling and Diversion Grants Programs relative to other counties and states. However, the audit team would recommend that future audits of this scope be considered. Due to the quantity and diversity of programs audited, the audit team has structured the report to begin with "General Findings" in Chapter 2. The General Findings reflect the broad and pervasive issues that auditors feel have negatively impacted the County's efforts to address recycling, reuse, diversion, and reduction of solid waste streams on Hawaii Island. The General Findings also reflect issues underlying specific program findings or issues that permeated multiple programs included in the audit sample, and are followed by general conclusions and recommendations. The Recycling and Diversion Program Analysis in Chapter 3 discusses the individual recycling and diversion programs and their respective contracts and includes findings and recommendations specific to those programs. Internal Control Chapter 7.11 of the "Government Auditing Standards" Revised Yellow Book states: "The lack of administrative continuity in government units because of changes in elected legislative bodies and in other government officials increases the need for effective internal control. Auditors should obtain an understanding of internal control significant to the audit objectives and consider whether specific internal control procedures have been properly designed and placed in operation." Chapter 7.10 (c) further states: "Internal control, often referred to as management controls, in the broadest sense includes the plan of organization, methods, and procedures adopted by management to meet its mission, goals, and objectives. Internal control includes the processes for planning, organizing, directing, and controlling program operations. It includes the systems for measuring, reporting, and monitoring program performance. Internal control also serves as the first line of defense in safeguarding assets and preventing and detecting errors, fraud, and violations of laws, regulations and provisions of contracts and grant agreements." 7 CHAPTER 1 BACKGROUND The objectives of Internal Control as referenced in Chapter 7.12 are: • Effectiveness and efficiency of program operations. Controls over program operations include policies and procedures that have been implemented to reasonably ensure that a program meets its objectives and that unintended actions do not result. • Validity and reliability of data. • Compliance with applicable laws, regulations, and provisions of contract and grant agreements. 8 This page intentionally left blank. CHAPTER 2 GENERAL FINDINGS Finding I. The amount of municipal solid waste generated per capita per day in Hawaii County greatly exceeds the national average. • In fiscal year 2003 -2004, the Hawaii County average of municipal solid waste was 8.25 pounds per capita per day compared to the EPA's reported national average of 4.5 pounds per capita per day. + In fiscal year 2004 -2005, the Hawaii County average of municipal solid waste increased approximately 13.7 percent to 9.38 pounds per capita per day. • In fiscal year 2004 -2005, the Hawaii County average of landfilled waste was approximately 7.59 pounds per capita per day, which represents an increase of approximately 9 percent from the 6.96 pounds per capita landfilled in fiscal year 2003 -2004. 2. The Updated ISWMP is not utilized as the mechanism to keep the County and DEM on a focused and efficient path to effectively manage its solid waste streams. • The Updated ISWMP does not reflect the current reality of the County's solid waste management infrastructure. For example, the 2002 Updated ISWMP plan provides for: • Establishment of the DEM -Solid Waste Division as a "Utility Enterprise" in fiscal year 2003 -2004. • Construction of an East Hawaii Sort Station during fiscal years 2003 -2004 and 2004 -2005. • Hauling of East Hawaii residual waste to the Pu`uanahulu landfill beginning fiscal year 2004 -2005. • Phase -in of landfill bans on recyclable construction and demolition wastes in fiscal year 2004 -2005. • Establishment of drop -off centers at municipal shopping centers during fiscal years 2004 -2005 and 2005 -2006. • Upgrade of transfer stations to include drop -off centers by fiscal year 2005 -2006 (this provision was carried forward from the 1993 ISWMP). • Establishment of solid waste fees as part of County real property tax billings in fiscal year 2006 -2007. 3. DEM's internal controls are inadequate. • The department lacks formal policies and procedures for ongoing assessment of the condition and effectiveness of the County's solid waste management infrastructure as well as a formal maintenance schedule for said infrastructure. 9 CHAPTER 2 GENERAL FINDINGS • The department does not have performance or benchmarks in place which would readily allow for an effective and efficient internal review process. • The department lacks formal policies and procedures for ongoing measurement of waste stream flows, including accurate and verifiable data collection and reporting methods. • The department does not conduct regular management meetings as a mechanism to facilitate timely review and communication of program status and current issues. • The department lacks formal policies and procedures in the areas of program planning and management, file and document management, and intra- and inter - departmental reporting and communication. • The department did not include sufficient provisions in its program guidelines to ensure adequate monitoring of County and contractor compliance with governmental laws, rules, regulations and requirements for permit application, approval, and renewal. • The department has failed to timely respond to regulatory agency warning letters and notices of violation, and has been unable to implement and operate its recycling and diversion programs in accordance with contractual and governmental permit timelines. As a result, the County is at risk for possible permit revocation and /or financial penalties. • The Miloli`i transfer station continues to be operated without necessary permits. In a communication to DEM dated March 7, 2005, DOH advised that this is in violation of HRS 342H -30 (b) and HAR §11-58.1-04, and the County may be subject to enforcement actions and penalties of up to $10,000 per day per violation. • The department personnel and contractors are not fully acquainted with program guidelines and permit requirements. • In the absence of reporting procedures, program and budget responsible personnel do not receive the operational and financial information necessary for effective and proactive management. • The department lacks formal policies and procedures for contract procurement and oversight. • The department may have circumvented and violated procurement laws in its issuance of grants. • The department did not include sufficient controls and protections in its procurement and contract documents to reduce the risk of contractor abuse and/or fraud and County exposure to violations of governmental regulations. The department does not sufficiently train incoming supervisory and management personnel in the areas identified above which has resulted in reliance on poorly formulated program guidelines, procurement and contract documents, and operational procedures. o The department has not ensured that personnel responsible for program design and contracting have sufficient knowledge and experience to ensure that adequate controls and protections are included in procurement and contract documents to reduce risk of contractor abuse and/or fraud and County exposure to acceptable levels. The department does not sufficiently prioritize the need for program and contractor evaluation to attain its internal control objectives: 10 CHAPTER 2 GENERAL FINDINGS • Current monitoring and control procedures are reactive rather than proactive, resulting in costly corrective measures. • Current protocol does not include regular and timely reporting and review of program and contractor performance. • Current protocol does not include regular monitoring of program and contractor compliance with applicable federal, State, and County permit requirements and funding agency requirements. • Current tracking of budgets and expenditures related to the Special Programs Group is inadequate and does not readily allow for tracking of contract specific costs and payments. [However, DEM accountant Robin Bauman advises that steps to address this deficiency have been implemented after the audit period. Specific budget accounts have been created for the Special Programs Group. However, the capability to track and report at program or contract levels is still lacking.] • Current tracking of contract- and program - related expenditures is done outside of the County's FRESH accounting system, and utilization of the FRESH project accounting module has not been implemented. 4. DEM has not been effective or efficient in its application for and utilization of government funding. • The department did not pursue EPA funding for fiscal year 2006 -2007 to permit further development of its waste recycling and diversion capabilities. Meanwhile, non - profit agency Hawaii Island Economic Development Board did pursue EPA funding and was granted $500,000 for this purpose. • The County was awarded $250,000 in Community Development Block Grant (CDBG) funds for fiscal year 2003 -2004 for upgrade and repair of its transfer stations. However, according to DEM Director Barbara Bell, no funds were expended for this project until fiscal year 2005 -2006, and as a result, the County was excluded from pursuing additional CDBG funding in fiscal year 2004 -2005. As of April 2006, DEM has completed its initial assessment of the condition of all County transfer stations and ranked them as to priority for repair. This initial assessment does not include any cost estimates for repair of existing facilities, nor does it include any consideration for upgrading facilities to allow for recycling and diversion. The self - assessment rates 13 of the 21 transfer stations as "Failed" (See Exhibit 1.5). • The department's issuance of multi- tiered EPA contracts and subcontracts resulted in a significant percentage of grant monies being expended on program administration rather than on actual recycling and diversion operations. 5. DEM's managerial deficiencies were exacerbated by external influences in County government. There appears to be a lack of common vision in County government for solid waste management, waste stream diversion, and recycling and reuse. The administrative and legislative branches of County government have not reached consensus as to long -term solutions for addressing Hawaii County's solid waste streams. This lack of commitment and 11 C HAPTER 2 GENERAL FINDINGS lack of a cohesive plan have been detrimental to DEM's ability to effectively implement its goals. As a result, the County has been confronted with: • Reactionary rather than proactive planning and management of the County's solid waste streams. • Delayed implementation of cost effective alternative solutions such as waste -to- energy technologies which has accelerated the closure of the South Hilo landfill and severely limited interim options and solutions. • Delayed implementation of user - friendly recycling and reuse facilities throughout the County. • Increased costs for facility construction due to delays in decision- making. • The Updated ISWMP lacks an accompanying "working plan" which clearly delineates the detailed tasks required to attain the County's solid waste management goals, assigns responsibility and timelines for completion of tasks, and establishes a mechanism for regular and frequent progress review. • DEM experienced increased program costs, reduced program options, and other economy -of- scale issues related to the County's geographical location, the size of its land area, and its population distribution. • DEM assumed ongoing recycling and diversion programs and contracts from the Department of Public Works in 2000, including: o Deteriorated solid waste facilities caused by funding shortfalls in the 1990's. • Existing programs and contracts deficient in reporting requirements and control mechanisms. • DEM experienced difficulties inherent in the establishment of a new department with new personnel. • DEM experienced transitional problems due to implementation of a new county -wide financial accounting system (FRESH) by the Department of Finance in 2004. • DEM would have benefited from greater assistance from other County departments with specific knowledge and expertise in the preparation of procurement and contract documents to determine whether: o Contracts were exempt from County and State procurement laws. o Non - profit and for - profit entities were both eligible for grant awards. a Sufficient provisions were included to ensure: ■ Program effectiveness and efficiency. ■ Reliability and validity of data. ■ Compliance with applicable laws, regulations, and provisions of contract and grant agreements. ■ The County's right to audit and its enforcement authority. 12 CHAPTER 2 GENERAL FINDINGS 6. DEM's managerial deficiencies were exacerbated by external influences in State government. Although the State legislature has adopted specific goals, requirements, and timeframes relating to solid waste reduction, recycling, and diversion as codified in HRS Chapter 342G, the State's commitment to and compliance with statutory requirements are unclear. • The State Department of Health provided insufficient guidance and monitoring of recycling programs under its regulation and control, particularly in the start up of its HI5 Beverage Container Deposit Program. 7. The ineffectiveness of DEM's internal controls may have increased the County's exposure to governmental sanctions and civil liabilities. Conclusion According to the department's annual report, the Recycling and Diversion Grant Programs administered by the Special Programs Group have collectively achieved a 19.1 percent diversion rate from County landfills for fiscal year 2004 -2005. However, as reported in the Findings above, the amount of landfilled waste per capita in the County actually increased by about nine percent in fiscal year 2004 -2005 to approximately 7.59 pounds per person per day versus EPA's target of less than 4.5 pounds per person per day. Also, as noted in the Introduction above, EPA's goal was to achieve a diversion rate of 35 percent from landfilling and combustion by 2005. The County's lack of a clear commitment to address its solid waste streams has resulted in a system reliant on insufficient, outdated, and deteriorated infrastructure which does not permit compliance with current laws requiring certain solid and hazardous wastes to be banned from County landfills and prioritization of source reduction, recycling, and bioconversion over landfilling and incineration. The County must promptly revise and implement its Updated Integrated Solid Waste Management Plan, and not abandon that responsibility to future administrative and legislative branches of County government. The County Code needs to be reviewed and revised in order to provide adequate protections, remedies, and authority to enforce compliance with regulatory and contractual requirements. The Department of Environmental Management needs to better manage its Special Programs Group by adopting a best practices approach rather than an ad hoc approach when outsourcing its recycling and diversion programs and closely monitoring contracts for cost effectiveness and expense reconciliation. DEM needs to implement oversight procedures to ensure compliance with all permit and regulatory requirements. Specific benchmarks and timelines need to be developed for each program against which departmental and contractor performance can be measured on an ongoing basis. The department also needs to immediately address deficiencies in file and document management, intra- and inter - departmental communication and reporting, and training of its personnel. Formal written policies and procedures should be developed for all of the aforementioned program components. 13 CHAPTER 2 GENERAL FINDINGS Accurate evaluation of the effectiveness and efficiency of current solid waste management systems and special programs cannot presently be accomplished due to lack of verifiable data related to: • Outsourced Diversion and Recycling Programs o Poorly formulated vendor requirements and procedures and inadequate control measures do not ensure the accuracy of data collected or permit the corroboration of quantities and weights claimed as diverted. Transfer Stations • While the Updated ISWMP states that at least 42 percent of the County's solid waste disposed of at landfills is collected at transfer stations, the County has not designated the upgrading of transfer stations as a high budget priority. The County needs to demonstrate its commitment by implementing a viable solution for segregation, reduction, diversion, and recycling of the County's waste stream. • Banned and recyclable wastes continue to be disposed of in collection trailers, and subsequently transferred to landfills due to: ■ Inadequate or non - existent receptacles to collect recyclables and segregate hazardous or banned wastes, exposing the entire waste stream to contamination with hazardous materials. ■ No monitoring of wastes disposed. ■ No sorting of wastes presented in plastic bags. ■ No regular staffing or security at transfer sites. Recommendations 1. We recommend that the Mayor and County Council, in consultation with DEM, revise and adhere to the Updated ISWMP as the long -term plan for addressing the County's solid waste streams. • There needs to be a County -wide commitment for implementation of and adherence to a long- term solid waste management plan on the part of all stakeholders, including the Mayor, DEM, County Council, and the recycling public, regardless of changes in elected officials. o The County should consider codifying the "agreed" upon long -term solid waste management plan. If the Updated ISWMP is to represent the County's strategic plan for solid waste management, it needs to be further updated and revised to address at a minimum: • The priority, in quantifiable measures, of recycling and diversion in the County's solid waste management system. • Specific goals pertaining to solid waste reduction, recycling, and diversion, and specific timelines for attaining said goals. 14 CHAPTER 2 GENERAL FINDINGS 2. We recommend a detailed "working plan" be developed to drive and guide implementation of the Updated ISWMP and should include, but not be limited to: • An outline and schedule of specific tasks and benchmarks required to attain Updated ISWMP goals. • An assignment of stakeholder responsibility for completion of specific tasks and benchmarks. • A mechanism for regular and frequent review and reporting of stakeholder progress by a body reporting to the legislative branch. • Standardized criteria for evaluation of solid waste management programs, technologies, and funding sources. • An evaluation of regulatory constraints to implementation of identified solid waste management programs and technologies. • A timeline and prioritization schedule for implementation of identified solid waste management programs and technologies. • A standardized process for determining whether implementation and operation of identified programs and technologies should be managed by County personnel or outsourced to a private contractor. • A standardized policy and procedure setting forth departmental controls to be implemented and identifying which departmental personnel will be responsible for program oversight. • A standardized process for reviewing and evaluating the County's, DEM's, and the contractor's responsibilities and obligations under specific contracts, including monitoring of regulatory compliance and data reporting accuracy. • Standardized policies, procedures, and safeguards necessary to reduce the County's risk to contractor abuse and /or fraud to acceptable levels. • An evaluation of legislative or governmental authority available to the County for contract enforcement purposes. • Incorporation of public input into plan development and participation in future recycling and diversion programs and technologies. 3. We recommend that DEM evaluate areas of possible risk and exposure and develop and implement written policies and procedures to reduce said risk and exposure. • Consult with the Finance Department and Corporation Counsel on development of a risk management policy to limit the County's exposure to governmental sanctions and civil liabilities. 15 CHAPTER 2 GENERAL FINDINGS • Consult with other County departments and State agencies to establish "best practices" in order to minimize its risk and exposure to governmental sanctions and civil liabilities. Immediately transmit any and all communications received from governmental agencies regarding possible regulatory violations or sanctions to the Mayor, Managing Director, Finance Director, Corporation Counsel, and County Council. Develop formal written policies and procedures for general departmental administration as well as individual program management, including, but not limited to: • A file management system for departmental and contractor documents, reports, plans, and other related information to ensure that program files are current and complete. • A communication management system for intra- departmental, inter - departmental, and public communications to ensure adequate and timely response to and appropriate dissemination of any inquiry or complaint. • A program tracking system to monitor departmental and vendor compliance with all contractual, permit, and regulatory requirements related to solid waste management. • A account tracking system to monitor contractor billings and payments by utilizing the project accounting module within the County's FRESH accounting system. • A formal process and schedule for periodic assessment and review of program and departmental effectiveness and efficiency in achieving objectives contained in the County's Updated ISWMP, the State's Hawaii Integrated Solid Waste Management Act, and federal EPA guidelines. • A formal process and schedule for monitoring changes to County, State, and federal laws, rules, regulations, and requirements. • Re- evaluate its organizational structure, staffing, and position descriptions, determine program components and personnel necessary to carry out effective and efficient operations, and implement necessary changes to ensure that internal controls and staffing levels are sufficient to meet program demands. • Develop departmental and division "process maps" to aid in evaluating the adequacy of staffing levels. • Review current staffing competencies and expertise to ensure that staff are qualified to perform their required duties. • Implement internal training programs to ensure that staff are competent and knowledgeable in the performance of their duties. o Ensure that staff have sufficient time and resources necessary to effectively perform their duties. o Reallocate positions as necessary. o Analyze the cost- benefit of hiring additional County personnel versus continuing to outsource the recycling and diversion programs. • If the department determines that it cannot remedy the foregoing deficiencies within the next six months, DEM should consider procuring a private consultant to assist in "process map" development, restructuring, development of internal management policies and procedures, and training of its personnel as discussed above. 16 CHAPTER 2 GENERAL FINDINGS 4. We recommend that DEM consult with the Finance Department and the Corporation Counsel to develop written policies and procedures relating to procurement and contracting. • Develop formal written policies and procedures related to contract procurement, including timing of the procurement process, eligibility of contractors and subcontractors, evaluation of contractors and subcontractors, and drafting of procurement and contract documents. Contract provisions should address reducing County exposure to contractor fraud and/or abuse by clearly delineating any process and reporting controls as well as the County's right to audit contractors and subcontractors. Contract provisions should clearly state that the County's right to audit is not limited to examination of contractor records, and may include, but not be limited to, site access, inspection, and process observation. • Develop formal written policies and procedures to ensure proper timing, review, recordation, and maintenance of transactions relating to contractor billings and payments in accordance with County policy and generally accepted accounting principlgs. • Develop formal written policies and procedures related to the award of grant monies to non- profit and for -profit entities. 5. We recommend that the County Council adopt an ordinance to clearly establish the County's authority to audit any entity with which it contracts, regardless of whether the procurement is subject to or exempt from State and County procurement code provisions. 6. We recommend that DEM evaluate and implement processes and procedures to provide departmental capabilities for regular and continuous measurement of the volume of various waste types entering and being diverted from the County's solid waste system. 7. We recommend that DEM include accurate descriptions and measurements of the volumes of specific waste types to be processed under each procurement and contract document, as well as specific requirements for diversion, recycling, and /or reuse of waste types under each procurement and contract document. 17 CHAPTER 2 GENERAL FINDINGS Subsequent Events In a letter to the audit team dated May 24, 2006, Aaron Fujioka, Administrator of the State Procurement Office, stated: "This is in response to your May 19, 2006 request pertaining to applicability of HRS Chapter 103D, the procurement code regarding grants'. The procurement code provides exemptions for `grants' as follows: §103D -102 (b) (2) (A) For grants or subsidies, as defined in HRS Chapter 42F made by the state, or by the counties pursuant to their respective charters or ordinances; or §103D- 102(b)(2)(I) Pursuant to HRS Chapter 103F, for contracts to provide health and human services. Act 169, SLH 2005 amended section 103F -101, to, allow the counties to utilize Chapter 103F to purchase health and human services. We view appropriated funds, which do not specify a named recipient or provider, to be subject to compliance with the procurement code, unless addressed by county charter or ordinance. " If this State Procurement Office's interpretation is, in fact, correct, the impact on the County could be significant. Therefore, we reiterate the importance of obtaining a legal determination and clarification of the following issues: • Does the County have authority to grant funds to both non -profit and for - profit entities? • Does County Code chapter 2, article 25 provide that the only "grants" permitted to be awarded by any branch of the County are the $900,000 in annual grants awarded by the Council directly to specific non - profit entities? • When is a grant appropriate, what are the grant criteria, and how and by whom must a grant be approved? • Does adoption of a departmental budget by ordinance give the department authority to grant funds? if so, is the procurement exempt from State and County procurement codes? 18 CHAPTER 3 RECYCLING AND DIVERSION PROGRAM ANALYSIS DIVERSION GRANT PROGRAM Statutory Authority Hawaii Revised Statutes (HRS) chapter 342G is cited as the "Hawai`i Integrated Solid Waste Management Act. • HRS §342G -26(c) provides, in pertinent part: "For recycling, the counties shall assess the type and amount of solid waste that it is technically feasible to recycle, giving consideration at a minimum to clear glass, colored glass, aluminum, steel and bimetallic cans, high -grade office paper, newsprint, mixed paper, corrugated paper, HDPE, PET, and green waste." HRS §342G -3(a) provides: "It is the goal of the State to reduce the solid waste stream prior to disposal by: (1) Twenty -five percent by January 1, 1995; and (2) Fifty per cent by January 1, 2000; through source reduction, recycling, and bioconversion. Where feasible, the office shall establish other state goals for specific commodities, recognizing market considerations." HRS chapter 103D is known as the "Hawai`i Public Procurement Code," or the State procurement code. HRS § 10313- 1 02(b)(2)(A) provides in pertinent part: "(b) Notwithstanding subsection (a), this chapter shall not apply to contracts by governmental bodies: (1) To disburse funds, irrespective of their source: (A) For grants or subsidies as those terms are defined in section 42F- 101, made by the State in accordance with standards provided by law as required by article VII, section 4, of the State Constitution; or by the counties pursuant to their respective charters or ordinances..." • The Purchasing Division and the Corporation Counsel have interpreted HRS §103D- 102(b)(2)(A) to mean that any grants issued by the County are exempt from the State procurement code as they are governed by the County's Charter or Ordinances. However, Hawaii County Code chapter 2, article 25 appears to address only grants made by the County Council directly to non - profit organizations. 19 Chapter 3 DIVERSION GRANT PROGRAM Audit Narrative The Department of Environmental Management (DEM) issues annual "Diversion Grant Program Guidelines" that outline the purpose, funding levels, eligibility requirements, evaluation criteria, and application and operational requirements relating to the program for each fiscal year. The "Claim Reports" section of Program Guidelines states: "Included in this packet is a Diversion Grant Claim Form (Exhibit I for paper fibers and Exhibit II for plastics and cooking oil) that must be submitted quarterly along with the appropriate documentation on the source(s) of the collected and diverted materials, bill(s) of lading, certified weight scale tickets, and documentation of purchase from buyer(s) /end- user(s). Eligible parties applying for Diversion Grants are responsible for providing complete information to the County on a Diversion Grant Claim Form." Background of Contracts For fiscal year 2003 -2004, none of the diversion contracts issued by DEM met the audit sampling criteria of contracts equal to or greater than $100,000. For fiscal year 2004 -2005, the Diversion Grant Program Guidelines issued by DEM stipulated that: Total available funding of $250,000 be awarded semi - annually as follows: $100,000 at a rate of $40 /ton for qualifying paper fibers; $ 10,000 at a rate of $160 /ton for recyclable plastic; and $ 15,000 at a rate of $60 /ton for used cooking oil; with no more than one -half of the semi - annual allotment for a specific commodity to be awarded to any single grantee. While DEM issued contracts to several vendors for diversion of paper products, plastics, and cooking oil for fiscal year 2004 -2005, only those issued to Business Services Hawaii (BSH) and Atlas Recycling met the audit sampling criteria of contracts equal to or greater than $100,000. For the first half of fiscal year 2004 -2005, DEM also issued supplemental contracts to both BSH and Atlas Recycling to increase the amounts of commodities diverted. Business Services Hawaii The "Diversion Grant Program for FY 2004 -2005 Agreement" dated September 14, 2004, between the County of Hawaii and HMP, Inc. dba Business Services Hawaii (BSH) was assigned Contract No. 000143, for the semi - annual period July 1, 2004 to December 31, 2004, in an amount not to exceed $50,000. The contract was to pay the grantee for reuse or recycling of commodities to an on- island or off - island end market as follows: $40 per ton for office paper (including computer, white, or colored ledger paper), cardboard, and all other paper not previously described, and $160 per ton for plastics. The total grant amount was specifically allocated as follows: $45,000 for paper fibers 20 Chapter 3 DIVERSION GRANT PROGRAM and $5,000 for plastics. DEM issued the contract for processing of plastics even though the contractor's processing site was not permitted for accepting or processing of plastics. Supplementary Contract No. 1 dated November 23, 2004, provided for an additional $15,000 for diversion of paper fibers. The supplementary contract was issued when the quantity of paper fibers collected exceeded projected amounts for the semi - annual period July 1, 2004 to December 31, 2004. It was understood and agreed upon between the County and BSH that the combined contract amount of $65,000 could not be exceeded unless additional funds were allocated by written agreement. Contract No. 000301 dated March 24, 2005, covered the second semi - annual period January 1, 2005 to June 30, 2005, in an amount not to exceed $63,000. Contract terms for the reuse or recycling of commodities to an on- island or off -island market remained unchanged: $40 per ton for office (computer, white or colored ledger) paper, cardboard, and other paper not previously described, and $160 per ton for plastics. The total grant amount was specifically allocated as follows: $58,000 for paper fibers and $5,000 for plastics. Atlas Recycling Contract No. 000139 dated September 14, 2004, between the County of Hawaii and Atlas Recycling, for the period July 1, 2004 to December 31, 2004, was issued for the diversion of paper products, at a rate of $40 per ton, in an amount not to exceed $50,000. Supplemental Contract No. 1 dated November 23, 2004, for the period July 1, 2004 to December 31, 2004, was issued to provide for diversion of additional paper product tonnage, at a rate of $40 per ton, in an amount not to exceed $25,000. Contract No. 000317 dated April 22, 2005, for the period January 1, 2005 to June 30, 2005, was issued for the diversion of paper products, at a rate of $40 per ton, in an amount not to exceed $68,000. Atlas Recycling reported and was paid for 3,320.33 tons of diverted paper products for fiscal period July 1, 2004 to June 30, 2005. However, documentation accompanying contractor claims reports did not provide commodity source information. Also, the sale of paper products to an off - island end purchaser was documented by a typed list of container numbers and corresponding weights on purchaser Island Recycling's letterhead, but no documentation of payment was provided. These may not be "arms length" transactions, since James Nutter, the principal officer of purchaser Island Recycling, and Michael Allen, owner of seller Atlas Recycling, are the principals of Big Island Scrap Metal, Inc. The auditors recommend the County pursue legislation requiring disclosure of all "related parties" or "conflicts of interest" with respect to County procurements. This is not to say that these relationships are inherently problematic. However, disclosure combined with proper controls will offer greater protections to both the County and the contractor and reduce the perception or possibility of impropriety. 21 Chapter 3 DIVERSION GRANT PROGRAM Finding f. DEM issued contracts to vendors to process materials for which the vendor did not hold proper DOH permits. A permit violation letter from DOH to BSH dated November 8, 2004, required the contractor to submit an application within 30 days to modify its permit to reflect a new glass crushing location and operation and to include its plastics operation. DEM's program file contains no documentation as to resolution of the violation or corrective actions taken by the contractor or the department. A warning letter from DOH to BSH dated February 22, 2005, instructed the contractor to cease accepting, processing, and storing of plastic bottles at its Auwae Road facility and to remove all stored bottles to its new Kea`au facility. DEM's program file contains no documentation as to resolution or corrective actions taken by the contractor or the department. 2. The exemption of Diversion Grant Program contracts from State and County procurement laws is unclear. • It is unclear whether the contracts issued for the Diversion Grant Program are exempt from the State procurement code under HRS §103D- 102(b)(2)(A), as grants issued from departmental budgets to for - profit entities are not addressed by Charter or Ordinance. It is unclear whether grant contracts issued by the County are limited to the $900,000 allocated annually for grant by the County Council directly to non -profit organizations to support programs of public benefit under Hawaii County Code chapter 2, article 25. 3. Contracts were not timely issued with contractors commencing diversion activities prior to finalization of contracts and issuance of notices of award. • Contract No. 000 13 9, for the semi - annual period July 1, 2004 to December 31, 2004, was not fully executed until September 14, 2004. However, documentation attached to invoices shows that work was being performed without a fully executed contract from July 1, 2004 to September 13, 2004. Query: How did the grantee know that it would be awarded the grant contract? Why was the contractor allowed to perform work without a signed contract? Why is there such a long delay before a contract is issued? • Contract No. 000143 for the semi - annual period July 1, 2004 to December 31, 2004, was not signed until September 14, 2004. However, documentation attached to invoices shows that work was being performed without an executed contract from July 1, 2004 to September 13, 2004. See above query. + Contract No. 000301 for the semi - annual period January 1, 2005 to June 30, 2005, was not signed until March 24, 2005. However, documentation attached to invoices shows that work was being performed without an executed contract from January 1, 2005 to March 23, 2005. See above query. 22 Chapter 3 DIVERSION GRANT PROGRAM • Contract No. 000317 for the semi - annual period January 1, 2005 to June 30, 2005, was not signed until April 22, 2005. However, documentation attached to invoices shows that work was being performed without an executed contract from January 1, 2005 to April 21, 2005. See above query. 4. Contract copy in DEM program file is incomplete. • The copy of Contract No. 000301 in DEM files is incomplete as to Page 2. Possible issues of legality and enforceability may arise, if the contract is, in fact, incomplete, or a complete copy of the contract cannot be located. 5. DEM estimates of County waste streams and required budgets for diversion are inaccurate. • Supplemental contracts were issued due to the inaccuracy of DEM's initial estimates of volumes to be processed. 6. Guidance on disclosure documentation and reporting requirements relating to "conflict of interest" and "related parties" is insufficient. • The "sale" of commodities by a contractor to a "related party" end -user increases the risk of contractor abuse or fraud, particularly when combined with the lack of verifiable documentation of incoming volumes and sources of commodities. 7. Diversion Grant Program Guidelines do not include sufficient operational controls and reporting procedures. • Grant Guidelines require documentation as to "source" of collected and diverted materials, but do not require "weights by source ". Therefore, documentation provided by contractors is inconsistent and cannot be reconciled. • BSH documents only weights of collections from transfer station sources. • Atlas Recycling does not provide weights by source, and its only documentation as to "source" is typically a handwritten note on the Diversion Grant Claim Form. 8. Diversion Program Grant Guidelines do not include requirements for standardized scale ticket data. • Scale weight tickets reviewed did not routinely include tare weights of trucks. Some tickets included only gross weights of trucks and loads. How tonnage of commodities was determined using only gross weights on scale tickets without an established standard tare weight for each vehicle is unclear. • Scale tickets included handwritten tare weights that could not be verified. How tonnage of commodities was verified using handwritten tare weights is unclear. 23 Chapter 3 DIVERSION GRANT PROGRAM Scale weight tickets containing mathematical errors were identified by DEM, and appropriate adjustments were made to contractor claim reports. However, because of problems with vehicle tare weights cited above, verification of weights noted on scale tickets was not always possible. Recommendations 1. We recommend that the County obtain a legal opinion regarding the award of grants and grant contracts by County agencies and the applicability of HRS §103D- 102(b)(2)(A), Hawaii County Code chapter 2, article 25, and other statutory, code, and charter provisions. Policies should be updated as necessary to ensure compliance with State and County procurement and other applicable laws. • More specifically, the auditors would recommend a legal opinion be obtained regarding the issuance of grant monies by County departments and agencies to non -profit and for- profit entities since the majority of diversion grants awarded by the Department of Environmental Management have historically been to for - profit entities. 2. We recommend that the County review the issues of "conflict of interest" and "related party transactions" adopting any necessary revisions to the County Code in order to reduce the risk of abuse and/or fraud or perception of impropriety by the public. 3. We recommend that DEM establish a standardized policy pertaining to program file documentation, including: • Documentation of all communications, including, but not limited to, letters, e- mails, notes, and /or documents received and generated by the department regarding all actions taken to resolve any violations and/or discrepancies that may occur during a contract period. • Documentation of the review and reconciliation of the contractor claims reports including, for example, a checklist indicating that scale tickets were reviewed for errors, totaled and reconciled as to tonnage invoiced, and that any deviation from contract requirements was duly authorized. • Documentation and reporting of vendor performance. 4. We recommend that DEM ensure the timely procurement of its contracts so that a valid contract is issued prior to commencement of work. A spreadsheet or other type of tracking system needs to be utilized to assist in monitoring of timelines for procurement and contract related tasks. 5. We recommend that DEM review all contracts to ensure the accuracy and completeness of each contract. There should be no sections left incomplete within any contract. Every effort must be made to ensure that each contract is complete before execution and that program files contain at least one copy of the contract in its entirety. 24 Chapter 3 DIVERSION GRANT PROGRAM 6. We recommend that the County and DEM consider whether a dedicated personnel position is warranted to be tasked with the responsibility to: • Ensure that the procurement process is begun and completed in a timely manner. • Research industry best practices, establish benchmarks, and design program requirements and controls. • Ensure that all procurements are made in accordance with State and County procurement codes. • Ensure that procurement documents (RFPs, IFBs, etc.) and contracts contain sufficient controls and protections. • Update the department and its contractors as to applicable federal, State, and County permitting and regulatory requirements. • Monitor and report on contractor performance and compliance with contractual and regulatory requirements on an ongoing basis. 7. We recommend that DEM review current contracted operations to identify areas of control deficiencies that increase the risk of contractor abuse and/or fraud, and implement corrective measures to ensure accuracy of claims and fiscally responsible use of grant monies. • Grant Guidelines and contracts should be revised to standardize the minimum information requirements for vehicle identification, tare weights, and scale tickets, and require the weighing of trucks before and after hauling of any commodity to ensure adequate weight verification. • The department should investigate mechanisms for accurate ongoing measurement of waste stream volumes to provide for: o Independent verification of current diversion claims. • Ability to more accurately assess waste stream volumes to be processed for future diversion contracts. • Better data for benchmarking, long -term planning, and public education. 25 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM ADF — GLASS CONTAINER RECOVERY PROGRAM Statutory Authori Act 201, Session Laws of Hawaii 1994, currently codified as Hawaii Revised Statutes (HRS) Sections 342G -81 through 342G -87, established provisions for Glass Container Recovery. HRS §342G -82 provides that every glass container importer pay an Advance Disposal Fee (ADF) to the State Department of Health (DOH). The fee is to be imposed only once on the same glass container, excluding drinking glasses, cups, bowls, plates, ashtrays, and similar tempered glass containers. Beginning September 1, 1994, the fee was one and one -half cents per glass container, and beginning October 1, 2004, the fee only applies to glass containers that are not "glass deposit beverage containers ". HRS §342G -84 provides that ADF revenues be deposited into a special account in the State's environmental management special fund, and be used to fund county glass recovery programs provided that a formally adopted county integrated solid waste management plan had been submitted for DOH review. ADF revenues are to be distributed to each county proportionate with the amount of glass it imported based on de facto population, and DOH can utilize no more than 10 percent of aggregate revenues per annum for administrative and education purposes and promotion of glass recovery, recycling and reuse through research and demonstration projects. HRS §342G -85 provides that all glass container importers submit documentation that identifies the number of glass deposit beverage and glass non- deposit beverage containers manufactured in or imported into the State, and sold or distributed by a manufacturer or distributor, during the calendar year. It provides that until September 30, 2004, containers designed to hold no more than two and one -half fluid ounces were exempt from ADF, a glass container importer who imported fewer than 5,000 glass containers within a one -year period was also exempt from ADF, and an importer who imported 5,000 to 100,000 glass containers was permitted to submit its report and ADF payment annually rather than quarterly. HRS §342G -86 provides that all county glass recovery programs shall include: 1) some form of glass incentive or "buy- back" program to encourage participation by public or private collectors; and 2) paving of the equivalent of one mile of two -lane asphalt roadway utilizing glassphalt or glass (or, in the alternative, any other research and demonstration project approved by DOH). 26 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM Audit Narrative Reuse In discussions with Department of Environmental Management (DEM) personnel, Recycling Coordinator Eileen O'Hora -Weir indicated that none of the counties has met the above -cited paving requirement in HRS §342G -86 since its codification in 1994. She cites several reasons including the lack of sufficient amounts of crushed glass at any one time to complete a project of this magnitude, the lack of contractors with specialized paving equipment, the significant cost related to procurement of said equipment, and the lack of sufficient glass to sustain future projects which would make equipment purchase feasible. In 2003, the County used a crushed glass and concrete mixture known as "glasscrete" to create surface pads for the Kea`au Recycle and Reuse Center. In an e-mail to DEM Director Barbara Bell dated March 13, 2003, DOH Recycling Coordinator Gretchen Ammerman stated: "Not only is glasscrete okay, but in the bill that became Act 176, we expanded the allowable demonstration projects to more than just glassphalt, so there is a lot of flexibility there ". Subsequently, DEM requested on November 8, 2005, and received on December 13, 2005, DOH approval to expand glasscrete pads at the Kea`au facility in fiscal year 2005 -2006. In the audit team's follow up discussions with DOH, Solid Waste Planner Lane Otsu confirms that DOH has not been enforcing the paving requirement in HRS §342G -86 and has been permitting substitute projects, but is unsure of the background or reasons for those agency decisions. The audit team contacted two Hawaii paving contractors as well as the California Department of Transportation (Cal Trans) to inquire about the use of glass in aggregate for paving. The Hawaii contractors indicated that paving costs would be excessive due to the additional time and labor required to mix crushed glass with base course. Cal Trans indicated that it had never used the mixture and did not know of studies on engineering requirements and applications for glassphalt. HRS §342G -86 also requires that the County ADF program include some form of buy -back incentive to encourage participation by the public and private contractors. In line with the State requirement, the County's ADF program contracts require that processors provide a buy -back incentive to recyclers to promote glass recycling. However, State statutes and County grant guidelines do not specify the dollar amount of the incentive or whether the incentive must be paid on all glass containers. Each year DEM issues "Glass Recycling Program Guidelines" (.ADF Guidelines) which outline the purpose, funding levels, eligibility requirements, evaluation criteria, application and operational requirements relating to the program for the fiscal year. Some highlights of the guidelines were: • For fiscal years 2003 -2004 and 2004 -2005 o A provision to "develop programs, which actively sponsor public education, increase participation in glass recycling and promote awareness of glass recovery re -use. The program shall incorporate public service announcements, flyer distribution, proper 27 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM signage, on -site promotion, work with community groups to address concerns about the program and its operations." o A section entitled "Audits" which provided, in pertinent part: "Participants are subject to audit by the County to assure that the activities were in accordance with the terms of the Glass Recycling Program and the executed contract." o A section entitled "Payment" which provided, in pertinent part: "Payment requests shall be made by submitting all attached Claim Forms (Exhibit 1), End Market Verification Form (Exhibit II) and the Glass Recovery Program Activity Form (Exhibit III)." For fiscal year 2004 -2005 o A new section was added entitled "Claim Reports" which provided, in pertinent part: "An accurate description of sources of glass material collected for diversion must accompany all claim forms. Exhibit III shall be submitted with information on the specific locations and tonnages of glass collected for eventual diversion." Contracts During fiscal year 2003 -2004, DEM received a total of $298,000 from DOH under the ADF program, and contracted for processing a maximum of 3,037,500 pounds of recycle /reuse glass at a cost of ten cents per pound, for a total cost of $303,750. The actual weight reported as processed and sold was 2,991,256 pounds, with actual payouts totaling $292,809.60. For fiscal year 2004 -2005, the DOH grant was also $298,000, and DEM set a rate of eight cents per pound allowing for processing of 3,662,500 pounds of glass. Actual weight reported as processed and sold was 2,435,900 pounds, with reported payouts totaling $202,753.60. ADF Guidelines stipulate that contracts be issued to qualified recyclers at a specific rate per pound up to a maximum dollar amount over a six -month period. During fiscal years 2003 -2004 and 2004 -2005, contracts were issued to two for - profit entities: Atlas Recycling (Atlas) and HMP dba Business Services Hawaii (BSH). The awards were deemed exempt from the State procurement code by the Finance Department pursuant to HRS §103D- 102(b)(2)(A). Both contractors process glass using "crushing or pulverizing" equipment, then sell or donate the processed glass for various end uses such as construction backfill and roadway base course. For the period January to June 2005, Contract No. 301 was issued to BSH and Contract No. 317 was issued to Atlas, each in the amount of $73,250. Reconciliation of payment documentation for these contracts showed differences between original contract amounts and actual contract payments indicating liquidations of approximately $40,000 per contract. However, DEM documentation showed liquidations of only $20,000 per contract. Auditors inquired about the differences in liquidated amounts, and requested detailed documentation. DEM personnel indicated that the contracts had been reduced during the period by $20,000 each. However, to date, neither documentation nor an explanation has been received from the department by the audit team. 28 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM Atlas Recycling Site Visit Atlas operates two recycling facilities in Hawaii County, one in East Hawaii and one in West Hawaii. On March 13, 2006, auditors met with Michael and Willie Allen at Atlas' Hilo facility on Maka`ala Street. Ms. Allen indicated that Atlas had just implemented a new procedure in which all glass brought in for processing must be emptied into a wire basket and visually inspected prior to weighing to ensure segregation of non -HI5 containers such as ADF glass. This procedure was implemented in response to instructions from DOH. Auditors observed contractor operations and noted that the prescribed procedure was being followed. However, Ms. Allen indicated that employees did not always follow this procedure during the audit period (July 1, 2003 to June 30, 2005). Thus, it is probable that ADF glass was included in weights the contractor used to calculate its HI5 redemption refunds and subsequent payment claims to DOH. Auditors also noted that no procedures were in place to document incoming ADF glass tonnage, and that ADF collection bins were not clearly marked and other ADF signage was absent. According to Mr. Allen, ADF glass containers are segregated upon receipt and put into storage bins until a sufficient number has been collected to warrant processing. Atlas only weighs a delivery and pays a buy -back incentive when an individual delivery is at least 200 pounds. Atlas has only one pulverizer which is located in West Hawaii, so when storage bins at the Hilo facility become full, glass is transported to the West Hawaii facility to be crushed and sold. No independent monitoring or controls appear to be in place other than periodic observations by DOH -HI5 inspectors to confirm that ADF containers are segregated and not included in HI5 weights. Application of further audit procedures, such as comparison of DOH -HI5 claim weights versus actual HI5 redemption payouts, could provide some assurance that ADF materials are not being diverted and claimed under the HI5 program. However, the County, did not have a HI5 contract with Atlas for the audit period, and therefore, had no jurisdiction to audit Atlas' HI5 records. In discussion with DOH personnel, Environmental Health Specialist Peter Bloom stated that he has on a random basis reconciled residential redemption receipts to Atlas' HI5 weight claims and found no material exceptions. However, he further indicates that since Atlas reports /claims HI5 containers collected from commercial sources for which no deposit refund is paid and no record of incoming weight is generated, verification that ADF glass is not included in H15 claims is not possible. In discussion with Ms. Allen, she confirmed that while East Hawaii commercial accounts normally bring in ADF and H15 glass containers already separated, Atlas has a significant number of West Hawaii accounts (mainly resorts) from which ADF and HI5 glass containers are not segregated or weighed, since they simply want to dispose of containers and do not require payment of redemption fees. Therefore, Atlas has no records for reconciliation or verification of ADF and H15 weights from commercial sources in West Hawaii. DOH Specialist Bloom stated that Atlas has advised that it separates commercial containers on the conveyor belt leading to its pulverizer and maintains separate storage bins for crushed ADF and H15 glass, and that based on his periodic inspections of HI5 glass collections, he has not observed significant amounts of ADF glass material present. 29 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM Contract File Documentation Table 1.1 ADF Atlas Recycling Contract Activity Summary Fiscal Years 2003 -2004 and 2004 -2005 Contract Contract Contract Contract Contracted Maximum Number Date Period Ratellb. Dollars Fiscal Year 2003 -2004 Jul - Dec 4063 9/2312003 '03 Jan — 4120 2/19/2004 Jun'04 Total 2003 -2004 Fiscal Year 2004 -2005 Jul - Dec 000140 9114/2004 '04 Jan — 000318 4/22/2005 Jun '05 Total 2004 -2005 Contract Lbs. lbs. Maximum Reported lbs. Carried Dollars Pounds Sold Paid Over Paid 14,140 $ 72,750 1011b. $72,750 727,500 706,280 727,500 71,340 $ 73,750 1011b, 73,750 737,500 794,700 737,500 1,465,000 1,500,980 1,465,000 85,480 $146,500 $146,500 $ 73,250 .0811b. 73,250 915625 915140 915625 70855 $ 32,481 .0611b. 73,250 915625 ' 335160 406015 0 1,831,250 1,250r300 1,321,640 70,855 $105,731 $146,500 DEM advised that Contract No. 000318 was subsequently reduced to $53,250, Ora maximum of 665,625 pounds, although no documentation for the reduction was found in DEM program files. However, since the contractor processed less than 665,625 pounds, the reduction does not create an issue relating to pounds processed or payments made. Note - Difference between pounds reported sold and pounds paid, represents adjustments made for prior period carryovers, maximum processing limitations and mathematical errors. Auditors reviewed a sampling of receipts for buy -back incentives paid during the audit period. Atlas pays a buy -back incentive of two cents per pound for loads exceeding 200 pounds, and therefore, appears to be in compliance with statutory buy -back incentive requirements. All glass processed by Atlas during the audit period was sold to a private ranch in West Hawaii for use as roadway base course. DEM requires that the contractor weigh all loads of glass at a certified weight scale prior to delivery, and that weight tickets, buyer verifications, and photographs accompany requests for payment. DEM reviews scale tickets for accuracy using a standard tare weight for each vehicle, and reconciles the total of all scale tickets with contractor invoices and end - user verifications. This process appears to have been consistently followed during the audit period. However, additional controls for verification of end -user deliveries should be considered to reduce the risk of stockpiling and reweighing processed glass. Currently, the County requires submission of photographs of processed glass deposited at an end -user site, but such photographs do not constitute adequate control since the end -user normally accepts multiple loads making identification of specific loads difficult. When auditors inquired about the contractual requirement for development of programs to promote public participation and education, Ms. Allen indicated that while Atlas does not have flyers, 30 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM announcements, and other promotional materials specific to ADF glass, it does educate the public through community projects and promotions for the HI5 program. However, auditors were not provided documentation to confirm that this requirement had been satisfied during the audit period. Business Services Hawaii Site Visit Auditors requested to meet with Business Services Hawaii at one of its processing locations in order to observe its ADF processes. However, BSH declined the audit team's request. The following excerpts are from correspondence received from BSH's attorney in response to the auditors' request: "My client is unable to accommodate your untimely demand to enter her business premises. Current operations are substantially different from those of prior fiscal years. The contract does give your office the right to audit my client's records, which my client has always maintained she is willing to do. My client's position is that if the County intended to reserve the authority to enter a person's place of business without sufficient notice or reason, it would have expressly stated that in the terms and conditions of the contract. As far as my client is concerned, the language in the contract was meant to authorize the County to do a records audit not a site investigation." DEM Grant Guidelines for BSH's Advanced Disposal Fee (ADF) contract contain the following clause which is incorporated into its contract by reference: "Audits: Participants are subject to audit by the County to assure that the activities were in accordance with the terms of the Glass Recycling Program and the executed contract." 31 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM Contract File Documentation Table 1.2 ADF Business Services Hawaii Contract Activity Summary Fiscal Years 2003.2004 and 2004 -2005 Contract Contract Number Date Fiscal Year 2003.2004 4062 9123/2003 4122 2/19/2004 Total 2003 -2004 Contract Contract lbs. Contract Maximum Maximum Reported Period Ratellb. Dollars Pounds Sold Jul - Dec '03 .1011b. $72,750 727,500 791,520 Jan - Jun '04 .1011b. 84,500 845,000 872180 1,572,500 1,663,700 $157,250 Fiscal Year 2004.2005 Jul - Dec 73,250 000142 9/14/2004 '04 - 0811b. Jan - Jun 73,250 000300 3/24/2005 105 .081115. Total 2004 -2005 $146,500 lbs. lbs. Carried Dollars Paid Over Paid 618,096 $ 61,810 27,180 845,000 84,500 1,453,096 27,180 146,310 915625 884,360 "` 644,400 0 $ 67,552 915625 2,185,860 " "" 368,380 0 29,470 1,831,250 3,070,220 1,212,780 $ 97,022 DEM advised that Contract No. 000300 was subsequently reduced to $53,250, or a maximum of 665,625 pounds, although no documentation for the reduction was found in DEM program files. However, since the contractor processed less than 665,625 pounds, the reduction does not create an issue relating to pounds processed or payments made. ** The difference of 173,424 pounds between "Reported Pounds Sold" and "Pounds Paid" represents pounds reported by the contractor as collected from the KRRClEPA Phase I project. The KKRC collections were paid under the contract for that project and were not eligible for payment under the ADF program. The difference between "Reported Pounds Sold" and "Pounds Paid" of 39,960 pounds for Contract No. 000142 and 1,817,480 pounds for Contract No. 000300 represents the weight reported by the contractor as having been collected for the Kealakehe Transfer Station Enhancement Project and the HIS Beverage Container Deposit Program, minus the 27,180 pounds carried over from fiscal year 2003 -2004 and paid in fiscal year 2004 -2005. The collections reported for Kealakehe and HIS were paid under contracts for those programs and were not eligible for payment under the ADF program. Auditors noted that 27,180 pounds in excess of the contract maximum for fiscal year 2003 -2004 was to have been carried over to the billing period for July to September 2004, but was overlooked and ultimately paid in the billing period for April to June 2005. BSH's quarterly claims include spreadsheets that show monthly ADF weights collected by transfer station site. The spreadsheets include a footnote indicating collections from commercial accounts and certain other sites are not weighed upon collection, and not included in the spreadsheet calculations. However, these collections are subsequently cited to explain why weights claimed as collected are significantly less than weights claimed as crushed and sold. Auditors noted that the difference between those weights is significant, reaching as much as 103,852.07 pounds in one three -month period. DEM's internal (recap of scale tickets submitted for crushed glass delivered to end market users for each billing period includes the following notation for this contractor: "Note: Glass Claim significantly exceeds collection." 32 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM Because BSH does not weigh all incoming ADF glass, it utilizes the following method to calculate processed weights billed to the County: Weight scale receipts for end market deliveries, including all crushed HI5 glass and ADF glass, is reduced by the sum of all weight scale tickets for incoming H15 glass from the ARC of Hilo (ARC), with the remaining weight being considered as ADF glass. If sufficient controls were in place, this should be an acceptable method of calculation. However, the County of Hawaii, Legislative Auditor's Limited Scope Performance Review — Glass Recycling and Diversion Program dated December 24, 1998, raised concerns specifically relating to "stockpiling of processed glass and the possibility of reusing stockpiled glass for purposes of reimbursement" by then contractor Recycle Services Hawaii (RSH), whose principal owner is now principal owner of BSH. This concern, combined with records indicating that BSH's 2004 and 2005 claims include deliveries to an end -user who is also a BSH officer, do not provide reasonable assurance that processed glass is claimed only once for payment under the ADF program. The County's current requirement for photographs of processed glass deposited at an end -user site does not constitute an adequate control, since the possibility of stockpiled materials being reloaded and reweighed for purposes of reimbursement as cited in the 1998 audit report remains unresolved, and additional control measures should be implemented. DEM program files also included BSH spreadsheets recapping ADF tonnage collected, processed, and sold for the second half of fiscal year 2004 -2005, indicating 1,108,360 pounds of HI5 redemption glass sold during May and June 2005. However, BSH's involvement with H15 redemption glass is limited to its role as subcontractor to ARC. According to DOH Environmental Health Specialist Peter Bloom, BSH is prohibited from filing claims for DOH reimbursement under the HI5 program since BSH facilities are not "certified redemption centers ". Therefore, BSH has two options relating to HI5 glass containers: 1) it can separate containers and redeem them at a "certified redemption center" receiving five cents per container, or 2) it can process containers with other ADF glass at eight cents per pound under its County contract. Mr. Bloom advised that BSH stated it does the latter due to labor costs to separate containers and danger to workers of broken glass during the separation process. BSH's claims for the period January to June 2005 indicate total glass pulverized and delivered to end market users of 2,185,860 pounds, reduced by 184,000 pounds of ADF glass collected from the Kealakehe Transfer Station and exempted from the ADF program, further reduced by 1,660,660 pounds in HI5 redemption glass collections for ARC, leaving a total of 341,200 pounds claimed for payment under the ADF program. ADF documentation shows that all 2,185,860 pounds were delivered to end market users between January and June of 2005. However, in response to auditors' request for confirmation of end market use, ARC provided reports in March 2006 indicating that BSH collected 1,849,800 pounds of H15 redemption glass from ARC during the period January to June 2005, but did not sell or deliver glass to end market users until the period September to December of 2005. DEM program files also contained no documentation of BSH compliance with the buy -back incentive or public education program requirements in its ADF contracts, except for contractor notations on Diversion Program Claim Forms attesting that incentives had been paid and public program requirements were met. . Program Continuation Concerns 33 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM With the implementation of the H15 program in October 2004, disparity was created between the processing rates paid to contractors for ADF glass and H15 glass. If ADF container weights were processed as HI5 weights, the processor would be paid approximately 19.2 cents per pound versus the eight cents per pound paid under the ADF program. This is based on a calculation of 2.4 containers per pound multiplied by the five cent per container deposit refund, plus the 3 cent per container handling fee. In an attempt to resolve this disparity, DEM increased the per pound handling fee for ADF glass to 20 cents per pound for the period of January to June 2006. Whether the County will be able to continue to underwrite this disparity or continue the ADF program is unclear. Although the State Environmental Management Special Fund is intended to finance county glass recovery programs, the Governor appropriated $2,000,000 of the fiscal year 2003 -2004 special fund surplus to the General Fund. The result of this appropriation is a severe reduction in ADF program funding with an allocation to Hawaii County of only about $16,650 for fiscal year 2006 -2007. Recycling Coordinator O'Hora -Weir advised that DOH communicated in July 2004 that the County's allocation for fiscal year 2006 -2007 would be approximately $149,000. However, DOH revised that figure to $63,500 in January 2006, and further reduced the allocation to $16,650 in March 2006. The explanation given was that ADF revenue for calendar year 2005 was only $683,630 compared with $3,381,455 in fiscal year 2003 -2004 and $1,500,015 in fiscal year 2004 -2005 due to increased use of plastic containers for products traditionally packaged in glass (such as mayonnaise and alcohol). However, since calendar and fiscal years are not comprised of the same twelve -month periods, the accuracy and logic of the State's comparison are questionable. The $298,000 allocated to the County in fiscal year 2004 -2005 represents 8.81 percent of the $3,381,455 in ADF revenues reported for fiscal year 2003 -2004, and the $298,000 allocated to the County in fiscal year 2005 -2006 represents 19.86 percent of the $1,500,015 in ADF revenues reported for fiscal year 2004 -2005. Even when calculating 8.81 percent of the $683,630 in State revenues for calendar year 2005, the County's allocation for fiscal year 2006 -2007 would presumably be approximately $60,228, well above the $16,650 allocated to Hawaii County. Auditors requested from DOH a historical accounting of its ADF account and the Environmental Management Special Fund. DOH responded that it did not have the information available, but would attempt to procure it. However, to date, auditors have not received the information. Auditors also contacted DOH Solid Waste Planner Lane Otsu to request statistical data on the percentage of ADF glass that should have shifted to the County's HI5 program. Mr. Otsu said the data is not tracked by County, and that the DOH is still trying to get a "handle" on what the statewide percentage should be. According to Recycling Coordinator O'Hora -Weir, Mr. Otsu indicated that 65 percent of ADF glass was expected to shift to the County's HI5 program. Analysis of the change in ADF claims for the first six months of the HI5 program appear to be in line with this percentage, with BSH showing a 58 percent decrease and Atlas showing a 65 percent decrease in ADF tonnage reported for the period January to June 2005 compared with the same period in 2004. If State funding for the ADF program is drastically reduced to the aforementioned levels, the County is left with two options: 1) fund the deficiency and continue the program on its own, or 2) severely limit or discontinue the program. If the second option is implemented, glass recycling operators will be given further incentive to include ADF glass in their HI5 weight claims. 34 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM Findings 1. Exemption of diversion program contracts from State and County procurement codes is unclear. • Insufficient documentation is available in program files to determine whether or confirm that the ADF program is exempt from the State procurement code under HRS § 103D- 102(b)(2)(A). • Insufficient documentation is available in program files to determine whether monies for the "Glass Recycling Program" contained in the DEM budget adopted by ordinance constitutes legal authorization for the issuance of grants for this program under the County Code and their exemption from procurement rules. 2. The disparity in diversion payments between ADF and HI5 glass recycling programs creates incentive for contractors to shift processed ADF glass to the HI5 program in the absence of adequate monitoring mechanisms. • Though ultimate responsibility for oversight of the ADF and H15 programs rests with the State, DOH has failed to implement necessary control measures. • There is a high probability that ADF glass was included in the HI5 weights claimed for the period January to June 2005. • Because data as to the number of containers imported /manufactured by material size and type is only maintained on a State level it, does not provide for independent corroboration of County ADF program claims. 3. At the County level, the absence of adequate control measures does not permit independent corroboration of vendor claims for ADF glass collected, processed, and sold and vendor claims of compliance with its contractual obligations to the recycling public. • Not all source streams are weighed or identified by material type. • Not all ADF collection receptacles are clearly marked. • Insufficient controls are in place to prevent cancelled glass from being claimed more than once. • Unsigned end -user receipts were observed in ADF contract files. • No documentation of ADF promotion and education and required buy -back payments to the recycling public was observed in ADF contract files. 35 Chapter 3 ADF -- GLASS CONTAINER RECOVERY PROGRAM 4. The auditors were unable to complete the procedures delineated in the audit program for one contractor due to the contractors interpretation that the County's right to "audit" is limited. To an off -site records review. 5. Glass Recycling Program Guidelines and recycling contracts do not set forth sufficient control measures to reduce the risk of contractor fraud and/or abuse and ensure the accuracy and validity of contractor's claims. • There is insufficient clarification in Grant Guidelines and individual contracts of minimum control procedures and informational requirements for vehicle identification, standard tare weights, scale house tickets, and end -user verification. 6. While generally accurate, DEM's financial tracking of contracts is inefficient in the following respects: • Payments owed to contractors for excess poundage were not timely carried over to subsequent billing periods. • While contract amounts for the period January to June 2005 were reduced by $20,000, the program file contained no documentation of the reduction, related authorizations, or notification of the affected contractors. • Contract status and financial budget and expenditure tracking information are not reported to the designated budget responsible manager within the department. • Tracking is done outside of the County's FRESH accounting system and does not readily allow for reconciliation of contract invoices and payments. However, invoices were properly initialed for payment without exception by authorized DEM personnel. 7. DEM is not timely in its initiation of procurements or its execution of contracts. • Purchasing Agent Bill Gray, who was responsible for DEM procurements during the audit period, indicated chronic lateness by the department in initiating and completing procurement related tasks, further opining that the delays were due in part to: • Inadequate support staff. • Complexity of contracts, procurement laws, and underlying regulations. 8. Although the State has not enforced the specific "glassphalt" paving requirement under HRS §342G -86, DEM has completed a "glasscrete" project approved by DOH. • It appears that the statutory "glassphalt" paving requirement is unrealistic. HRS §103D- 407 (b) states: "All highway and road construction and improvement projects funded by State or a county or roadways that are to be accepted by the State or a county as public roads shall utilize a minimum of ten percent crushed glass aggregate Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM as specified by the department of transportation in all basecourse (treated or untreated) and subbase when the glass is available to the quarry or contractor at a price no greater than that of the equivalent aggregate ". [emphasis added] Currently, the- insufficient supply of crushed glass and high labor costs associated with preparation of the glassphalt mixture make the paving requirement cost prohibitive. The ample supply and lesser cost of aggregate also deter development of this market. 9. Significant reduction in State funding of the ADF Program will negatively impact County glass recycling efforts. • The County will have to either fund or discontinue its ADF program. Reduced funding or discontinuation of the program will provide further incentive for glass processors to claim ADF glass under the H15 program. • Reduced funding or discontinuation of the program may cause glass processors to refuse to accept ADF glass, resulting in its disposal in landfill or illegal waste dump sites. Recommendations 1. We recommend that the County obtain a legal opinion as to whether the ADF and Diversion Grant programs are, in fact, exempt from the State procurement code under HRS §103D- 102(b)(2)(A). 2. We recommend that the County amend its Code to clearly establish its authority to audit any entity with which it contracts, regardless of whether the procurement is subject to or exempted from State and County procurement code provisions. Language should include clarification that an audit entails more than a review of documents and records. For example, it may include, but should not be limited to, inspection of contractor premises, processes, controls, and records. Consideration should be given to language contained in 1lAR §3- 122 -166 and §3- 122 -167. The County needs to review and develop rules and conditions applicable to procurements exempted from State and County procurement codes, and address possible gaps in remedies and protections normally afforded under the "General Rules and Conditions" of the codes. 3. We recommend that the County incorporate into all contracts exempted from State and County procurement codes, excerpts from the "General Terms and Conditions" of said codes which afford the County better protections and remedies against collusion, abuse, and fraud without subverting the flexibility intended by the exemptions. For example, Section 4, "Performance of Contract," contains language that permits the procurement officer or purchasing 37 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM agency to reserve its right to suspend a contractor from bidding on any or all County contracts with due cause. 4. We recommend that DEM revise Grant Guidelines and subsequent monitoring practices to ensure accuracy of contractor claims and to reduce the risk of errors, abuse and/or fraud. • Require that all contractor reports of diverted source streams be quantifiable and verifiable. • Include specific language delineating the County's right to audit contractor records and operations and to conduct random inspections of contractor operations for the purpose of verifying claims and delivery to end markets. • Include specific language addressing related party transactions, defining who qualifies as a "related parry ", requiring related party disclosures, and delineating additional documentation and control procedures required for related party transactions, contracts, and subcontracts. • Require submittal of a process flow plan for each recycling facility, including measurement procedures for inflow sources, segregation of non - program eligible materials, and verification of end market user deliveries. • Clarify that contractor documentation of its buy -back incentive payments to the recycling public will be required, specifying acceptable documentation such as signed receipts. • Clarify that contractor documentation of its program development efforts will be required, specifying acceptable documentation such as newspaper ads, educational literature distributed, and testimonial letters from participating community groups. Monitor and enforce grant and contract requirements. o DEM needs to develop a comprehensive monitoring and control plan for all programs. If sufficient controls are "built in" at the IFB, RFP, grant guideline, and contract phases, the burden of operational oversight, monitoring and inspection can be reduced. This is not to say that additional personnel may not be required to implement the necessary oversight and monitoring procedures. 5. We recommend that DEM review its ADF program for glass source streams that are not currently being measured, and implement corrective actions to provide greater accountability without causing undue hardship to contractors or County personnel in their application. 6. We recommend that DEM determine whether additional positions will be required to meet timelines for procurement and contract issuance and to conduct necessary oversight and monitoring of contractor performance under procurement and contract agreements. 7. We recommend that DEM research utilizing the project accounting module of the County's FRESH accounting system to assist in more efficient financial monitoring and reporting. 38 Chapter 3 ADF — GLASS CONTAINER RECOVERY PROGRAM S. We recommend that DEM develop a formal policy and procedure for authorization, documentation, and systematic recordation of changes to its contracts and budgets. 9. We recommend that DEM establish a formal policy and procedure whereby financial status reports at contract and program levels are regularly and timely provided to and monitored by a designated budget responsible manager within the department. 10. We recommend that DEM obtain specific written clarification from DOH as to whether its "glasscrete" projects will satisfy all or portions of the "glassphalt" paving requirement under HRS §342G$6(a)(2). 11. We recommend that DEM work closely with DOH and other counties to address data deficiencies and possible solutions such as, reporting of ADF glass imported or manufactured at both the county and State levels. • DEM should implement the necessary procedhres to obtain accurate estimates of volumes to be processed. 12. We recommend that DEM to further research the history of ADF accounting within the State Environmental Management Special Fund and inquire: • How were annual allocations to the counties calculated? How and why was a surplus accumulated if counties needed to supplement ADF programs with their own funds? + Why were surplus funds transferred to the General Fund when ADF funds were insufficient to cover ongoing glass recovery? 13. We recommend that the department and the County address issues created by the severe reduction or possible discontinuation of State funding for the ADF program. 91 Z Chapter 3 IIIS - BEVERAGE CONTAINER DEPOSIT PROGRAM HI5 - BEVERAGE CONTAINER DEPOSIT PROGRAM Statutory Authori The State Legislature passed Act 176 in 2002 and Act 241 in 2004, codified as Hawaii Revised Statutes (HRS) Chapter 342G, Part VIII, providing for a "Beverage Container Deposit Program" to be administered by the Department of Health (DOH), Solid and Hazardous Waste Branch. HRS Chapter 342G, Part VIII, requires that all Hawaii deposit beverage distributors register with DOH, maintain records on the manufacture, import and export of deposit beverage containers, and pay both a per container fee and deposit. It establishes a "Deposit Beverage Container Deposit Special Fund" and requires that all program revenues be deposited into said special fund. Monies in the special fund are to be used to reimburse refund values and pay handling fees to redemption centers, fund administrative costs, public education, and recycling market promotion, and subsidize handling and transport of containers to end markets as well as oversight personnel costs. Specifically, distributors are required to report the number of deposit beverage containers, by container size and type, manufactured in, exported from and imported into the State. A container fee is to be assessed for each deposit beverage container imported into and manufactured in the State (less exports). Pursuant to HRS §342G -110, the Beverage Container Deposit Program was implemented on January 1, 2005, requiring that every deposit beverage container sold in the State have a refund value of five cents, with the refund value clearly indicated on each container. Distributors who manufacture or import deposit beverage containers must pay the five cent per container deposit into the special fund, and can recoup the deposit by charging the dealer, who in turn charges the consumer, who in turn may redeem each clean, empty container for a full five cent refund. Redemption centers must be certified by DOH prior to operation. Once certified, a redemption center must verify and accept all valid "Hawai`i Beverage Deposit Containers ", pay the redeemer the full refund value, ensure that each container collected is recycled, and forward the necessary documentation to DOH to support claims for payment. Documentation must include number or weight of containers of each material type accepted and amount of refunds paid, and number or weight of containers of each material type recycled and out -of -state transport and weight or acceptance receipts from permitted recycling facilities. HRS §342G -113 requires that dealers (retailers of deposit beverage containers) operate redemption centers by July 1, 2005, unless exempted from requirement under HRS §342G- 113(b). HRS §342G- 113(d) provides: "If there is no redemption center within the two -mile radius of a dealer due to the criteria described in subsection (b), then the respective county and the State shall determine the need for a redemption center in that area. If a redemption center is deemed necessary, then the State, with assistance from the county, shall establish the redemption center with funding from the deposit beverage container deposit special fund." Hawaii Administrative Rules (HAR) Title 11, Chapter 282 sets forth rules and requirements for State and county governments, distributors, dealers, redemption centers, and recycling facilities relating to the Deposit Beverage Container Program. HAR §11- 282 -62(a) also provides: "If there is no redemption center within two miles of a dealer due to the criteria described in section 11- 282 -31, then 40 Chapter 3 HI5 - BEVERAGE CONTAINER DEPOSIT PROGRAM the respective county shall determine the need for a redemption center in that area. If a redemption center is deemed necessary, then the county, with the assistance of the State, may establish the redemption center with funding from the deposit beverage container deposit special fund." Program Backaround Although lead time for statutory implementation of the Beverage Container Deposit Program was over two years, DOH apparently had neither established necessary internal procedures or controls nor developed or communicated standardized operational procedures to the counties and their "certified redemption center" operators. The State Auditor's management audit of the Deposit Beverage Container Program for fiscal year 2004 -2005 stated, in pertinent part: "...despite more than a two year lead time to prepare for consumer redemptions of beverage container deposits, the Department of Health was not ready to properly and efficiently return consumers' deposits... the department lacks an auditable financial accounting system and cannot ensure that all revenues and payments are properly accounted for... From January to June 2005, the first six months of the program, the department has paid over $10 million to redemption centers — approximately $8 million for reimbursements and $2 million for handling fees. These payments are being made based on numbers submitted by the redemption centers and are not verified by the department because it has not developed procedures to do so. Potentially the department could be paying for nonexistent and unlabeled containers." To facilitate the establishment and monitoring of certified redemption centers in Hawaii County, DOH and the County entered into a "Memorandum of Agreement" dated July 1, 2004, in the amount of $250,000. The procurement of a certified redemption center operator was deemed exempt from provisions of the State procurement code under HRS §10313- 102(b)(2)(A), and County procurement provisions under Hawaii County Code §2 -141 for award of non - county funds and co- sponsored activities. While there are two entities in the County operating "certified redemption centers ", only one County "Grant/Contract" was issued for the period January to June 2005. Contract No. 000180, in the amount of $150,000, was issued to The Arc of Hilo (ARC) for establishment of eight redemption center sites. Seven of the redemption centers are operated at County transfer stations, with the eighth located at the Kamaili Charter School in Pahoa. DOH "permits by rule" were obtained for all eight sites, jointly issued to the County of Hawaii and ARC, and are valid through December 29, 2009. Only three of these permits were obtained prior to the January 1, 2005 start date required by DEM Grant Guidelines. However, all eight permits were obtained by February 2005. Department of Environmental Management (DEM) Grant Guidelines for fiscal year 2004 -2005 pertaining to redemption centers further require that, prior to grant award, the applicant must have a detailed plan to account for all materials handled including screening criteria for incoming loads and procedures for weighing materials. The guidelines also call for monthly reports to be submitted within 30 days of the end of each month, including the following information: • Number of containers collected and redeemed by commodity (material type). • Total pounds collected of each commodity. 41 Chapter 3 HI5 - BEVERAGE CONTAINER DEPOSIT PROGRAM • Estimated number of containers by type of beverage (juice, water, etc.). • Source of redeemed containers, and evidence that all redeemed material was cancelled and that all cancelled material had been recycled. • Description and quantification of contamination issues, including number and weight of ineligible containers received. • Total number of transactions processed. • Narrative of problems encountered or concerns raised by the public. • Description of all public education/outreach activities conducted. In reviewing DEM program files, auditors noted that ARC's monthly reports of weights collected did not reconcile with DOH reports. In its letter to DEM dated August 8, 2005, ARC attributed this discrepancy to timing differences between ARC and DOH reporting periods. Although ARC reporting is generally good, no documentation (inclusive of authorized signatures) was found to fulfill the grant requirement of evidence that redeemed material had been cancelled and that cancelled material had been recycled to a recycle or reuse market. This documentation was requested by auditors in January 2006, and was subsequently received on March 1, 2006. However, while documentation supports cancellation and recycling of collected weights reported by ARC, it does not reconcile with cancelled and recycled weights reported by subcontractor Business Services Hawaii (BSH). This creates some concern as BSH participates in other County grant programs for the collection of similar commodities from other sources such as the ADF glass program, the Kealakehe transfer station project, and the County's diversion grant program. The audit team was unable to sufficiently address its concerns of possible commingling and/or double counting of commodities through observation of operations, since BSH declined to cooperate with auditors' request to visit contractor facilities. The contract with ARC does not, in fact, address subcontractors with respect to the County's audit authority. However, DEM Grant Guidelines for BSH's Advanced Disposal Fee (ADF) contract contain the following clause which is incorporated into its contract by reference: "Audits: Participants are subject to audit by the County to assure that the activities were in accordance with the terms of the Glass Recycling Program and the executed contract." On February 24, 2006, auditors met with ARC personnel including Chief Financial Officer Debbie Perkins, Chief Administrative Officer Debra Cabarloc, and Redemption Coordinator Ken Cordrey. All personnel were very knowledgeable about regulatory requirements, program operations, and internal controls as well as the subject Contract No. 000180. They demonstrated current program flows at site operations in their monthly reports to DOH and the County. They also demonstrated procedures for recordkeeping, internal controls, and data verifications and reconciliations. They indicated that when the HI5 program was implemented, the State had not developed or provided process or procedural guidance and had instructed that only end data would be required. They further indicated that DEM's "Recycle and Diversion" personnel were extremely helpful in developing processes, procedures, and solutions to the multitude of problems encountered in the early months of the program. They also discussed inefficiencies caused by the lack of electricity at redemption sites requiring manual entry of daily operations data for accounting and analysis purposes, subsequent improvements implemented as a result of operating experience, and plans for continued improvement. It was apparent from information presented that managerial oversight, review, and control by ARC are constant and rigorous. 42 Chapter 3 HI5 - BEVERAGE CONTAINER DEPOSIT PROGRAM ARC personnel also indicated that five of the nine current redemption sites have been scaled back to weekend operations because of difficulty in recruiting manpower especially in West Hawaii, and not for a lack of public participation. Some West Hawaii sites are currently manned by employees who commute from East Hawaii. However, major problems have been worked out and programs are running more smoothly, with ARC pursuing more public education and participation projects including coordination with other non - profit and community groups on collection drives. ARC management indicated that it is currently working on reconciling documents supplied by its contracted "recycling facility" in response to documentation deficiencies noted by auditors and discussed with DEM Recycling Coordinator O'Hora -Weir in January 2006. Findinss 1. DOH's failure to properly prepare for, implement, and monitor the County's Beverage Container Deposit Program: • Caused confusion and frustration for the County, its redemption center operators, and the general public. • Did not allow for validation of collection and cancellation data due to a lack of data reporting systems. Increased the risk of data reporting abuse. 2. In spite of obstacles encountered, ARC appears committed to the success of the County's Beverage Container Deposit Program, and to that end, has been diligently working to continually improve all aspects of the program. 3. Several rural communities with an elderly demographic continue to be unserved or under - served due to their distance from a certified redemption center particularly along the Hamakua Coast. 4. DEM was unaware of the requirement that ARC provide cancellation and end - market recycle/reuse documentation mandated under DEM's own program grant guidelines. 5. Collection data and subsequent cancellation/recycling data do not reconcile. 6. Inconsistencies were noted in the Certificates of Insurance submitted by contractors. In reviewing the Certificates of Insurance submitted by the various contractors relating to several of the recycling and diversion programs, the auditors noted that in several instances the named "additional insured" specified County departments other than the Department of Environmental Management. o In this case, "County of Hawaii, Department of Finance" rather than the "County of Hawaii, Department of Environmental Management" was listed as the additional insured. 43 Chapter 3 HI5 - BEVERAGE CONTAINER DEPOSIT PROGRAM 7. Policy coverage terms shown on Certificates of Insurance did not extend for the entire contract period. Recommendations 1. We recommend that DEM work with DOH to establish certified redemption centers in those areas currently unnerved or under - served as required by HRS §342G113(d) and/or HAR §11- 282-62(a). 2. We recommend that DEM work with other counties and DOH to assess current program deficiencies at all levels and to formulate countermeasures and procedures to address them. 3. We recommend that DEM work more closely with ARC to ensure that sufficient control mechanisms are in place and that regular review and reconciliations are performed to confirm accuracy of data collected and reduce the risk of contractor errors or abuse. 4. We recommend that DEM continue to support ARC's efforts to make transfer station redemption centers and public participation projects more convenient and user- friendly. 5. We recommend that DEM prepare a master internal check list/review form to accompany contractor payment requests. This form should be modified as needed to reflect specific documentation and reconciliations required for a particular program or contract. 6. We recommend that the County Council clarify by ordinance the County's authority to audit any and all of its procurement contracts including any sub -tier contracts. Subsetluent Events Pertaining to Finding No. 5 regarding substantiation of cancellation and end market delivery, documentation provided by subcontractor BSH to ARC on February 27, 2006, did not reconcile with either BSH's or ARC's H15 accounting. ARC subsequently indicated that it would continue to research and reconcile collections data and provide information when complete. Based on data received from ARC via DEM on April 26, 2006, the HI5 end market weights have been reconciled. In discussions with Recycling Coordinator Eileen O'Hora -Weir on April 18, 2006, auditors were advised that DOH had not provided the County a contract for the H15 Beverage Container Deposit Program for 2006 -2007 fiscal year, and in turn, the County could not issue vendor contracts which may result in a lapse of HI5 program services island -wide. 44 3 GREEN WASTE PROGRAM GREEN WASTE PROGRAM Statutory Authori Hawaii Revised Statutes (FIRS) chapter 342G mandated that each county develop an "integrated solid waste plan ", and HRS §342G -25 and §342G -26 further define plan content requirements including source reduction, recycling, and bioconversion components which in turn stipulate inclusion of a green waste component. Hawaii Administrative Rules §11- 58.1 -65(b) required solid waste disposal facilities to have in place a plan to ban or require source separation of green waste from entering the disposal facility by December 31, 1994. The plan needed to detail requirements for diversion of 75% of all commercially generated green waste by December 31, 1995, and 50% of all residential green waste by December 31, 1996. It further provided that if data submitted as part of the facility's annual report indicated that diversion rates were not achieved, all commercial green waste was to be banned from the facility by December 31, 1995, and all residential green waste by December 31, 1996. Audit Narrative The County did not attain diversion of 75% of all commercially generated green waste by December 31, 1995, and 50% of all residential green waste by December 31, 1996; and therefore, all green waste is by statute banned from County landfills. The County's Updated Integrated Solid Waste Management Plan calls for a ban of green waste at all landfills by 2006. The operations plans for the Hilo and Kona landfills in effect for the audit period were reviewed. The Hilo plan dated March 16, 1994, Appendix C, paragraph 3.3.11, states that the County is currently developing a plan for landfill diversion and development of a composting facility to be submitted to the State Department of Health (DOH) by December 31, 1994. The Kona operations manual dated September 10, 1993, does not specifically address procedures regarding green waste. Hawaii County Code §20- 43(b)(1) states: "All acceptable household refuse, including shrubbery and yard trimmings, deposited into the transfer station solid waste container shall be accepted by the County for disposal on any day during normal working hours of the station. No item shall exceed four feet in any dimension or weigh more than fifty pounds." The aforementioned requirements are currently not in agreement. Pursuant to HAR §11- 58.1- 65(b), all green waste should have been banned from County landfills since December 31, 1996. The Updated ISWMP does not call for a complete ban to take effect until 2006. The Hawaii County Code states that household green waste "shall" be accepted in transfer station solid waste containers, and the Landfill Operations Plans do not consistently address the issue of green waste handling. The Updated ISWMP also does not reflect the current status of green waste handling for the County. Recycling Coordinator Eileen O'Hora -Weir advised that Kealakehe is currently operated as a small 45 Chapter 3 GREEN WASTE PROGRAM load public and commercial drop -off site with the "main" site for West Hawaii located at the Pu`uanahulu site, and the drop -off site for East Hawaii located near the South Hilo landfill. The Kea`au Recycle and Reuse Center is also now set up for household green waste drop off. The Department of Environmental Management (DEM) is preparing to implement a tipping fee for commercial green waste generators. Contracts The original Request - for - Proposal (RFP) No. 5 -3603 issued July 2002 called for processing of 4,000 tons of green waste annually in two locations, Kona and Hilo. However, the subject contract was not awarded until just one month prior to expiration of the January to June 2003 contract period. Contract No. 3182 was finally awarded to Hawaii Metal Recycling dba Big Island Recycling (HMR). Four supplemental contracts for processing of green waste in fiscal years 2003 -2004 and 2004 -2005 were also awarded to HMR. Supplemental Contract No. 1 dated September 8, 2003, in the amount of $294,648, extended the contract period from July 1, 2003 through December 31, 2003, with no change in terms. Contractor compensation was to continue at a rate of $24,554 per month per site for minimum processing of 500 tons per month per site. Supplemental Contract No. 2 dated April 23, 2004, extended the contract period from January 1, 2004 through June 30, 2004, in the amount of $315,000. Some of the significant modifications to contract terms were: • A modified monthly processing requirement of a combined minimum of 1,400 tons of green waste from the two locations, replacing the previous monthly minimum requirement of 500 tons from each location, or a minimum requirement of 1,500 tons if processing was conducted from only one location during the month. • A change in compensation from a fl at rate per site per month to $35 per ton processed. • A requirement that processed stockpiles at the Kona public pick -up site does not exceed four feet due to fire hazard. • A requirement that the contractor spend a minimum of $416.66 per month for advertising. • A requirement that signs be posted at all locations stating days and hours of operation. • A modification stating that if processed waste at all sites is at storage capacity limits, the contractor must notify the County within 48 hours, and if the County in turn cannot provide an alternative storage area, the contractor may cease processing for the remainder of the month with the minimum processing tonnage requirement being waived. The contractor was to be compensated at the agreed upon $35 per ton processed or $49,000, whichever was greater. • A modification that the contractor would deliver processed green waste to any site the County specified within a 10 -mile radius of either the Kona or Hilo processing sites at no additional charge, with the County compensating the contractor at a rate of $60 per hour for delivery of mulch to sites outside the 10 -mile radius. In conversations with DEM personnel, auditors were advised that while the contract is not clear, "site" is intended to mean either a County or a private site. 46 Chapter 3 GREEN WASTE PROGRAM Supplemental Contract No. 3 dated October 11, 2004, extended the contract from July 1, 2004 to June 30, 2005. The significant modifications to contract terms were: • The allocation of an additional $1,030,000 for the 12 -month supplemental term. ($609,648 had been allocated for the previous 12 -month term.) • Revision of the monthly processing requirement to a combined total from the Hilo and Kona sites of a minimum of 2,000 net tons and a maximum of 2,500 net tons of processed green waste. (The contractor submitted invoices and was paid for tonnage in excess of 2,500 tons for five months of the contract period, but there is no documentation in DEM's program file acknowledging or authorizing the departure from contract terms.) • Revision of the advertising expenditure requirement to $5,000 over the term of the supplemental agreement. • Inclusion of a provision stating that use of water during processing should be limited only to that necessary to control dust, since excessive use adds unnecessary weight to the finished product. Supplemental Contract No. 4 dated May 10, 2005, indicated the County wished to increase the contract amount without an extension of time. The significant modifications to contract terms were: • The allocation of an additional $165,000. • A modification that the contractor will waive loading fees charged to parties accepting processed mulch at both the Hilo and Kona sites from March 15 through June 30, 2005. • An increase in the combined required monthly processing requirement to a maximum of 3,750 tons. (The supplemental contract does not specify the contract period to which this change relates. The contractor's invoice and the County's payment exceeded 3,750 tons for March and May of 2005.) The County has two green waste processing facilities, one located in East Hawaii near the South Hilo Landfill and the other located in West Hawaii near the Pu`uanabulu Landfill. The permits for both sites were issued by DOH as joint permits with the County listed as owner and the contractor listed as operator. The County also has sites which are permitted under "permit by rule" such as the Kea`au transfer station facility and the old Kealakehe landfill site, where no more than 3,000 tons of green waste per annum may be processed and stored for public pick -up. On two occasions, HMR processed less than the minimum tonnage required, and DEM still made full payment even though unprocessed stockpiles at both locations exceeded DOH permit maximums. The first occurrence was in June 2004, when only 829.38 tons were processed at the Kona site. This occurred at the end of the contract period when limited funds remained. Since the contractor had been permitted to carry over tonnage exceeding contract maximums to future periods, and in fact carried over 55 tons from this same period, there seems little justification for the contractor's not having processed the minimum tonnage required. There is no documentation in the program file as to why the minimum was not processed, nor is there any DEM discussion as to why payment was authorized even though contract terms were not met. The second occurrence was in November 2004. According to contract terms, HMR was to process a minimum of 2,000 tons per month, but a total of only 1,512.66 tons was processed from the Hilo site. The invoice includes a handwritten note, initialed L.T., stating "less than 2000 o.k." However, there is no explanation. 47 Chapter 3 GREEN WASTE PROGRAM Recycling Coordinator O'Hora -Weir indicated that DEM was aware that the contractor was adding excessive amounts of water to processed mulch in Kona which increased weights. This prompted the addition of the following provision in Supplemental Contract No. 3: IT]he use of water during processing should be limited to the extent needed to control dust and shall not be excessive. Contractor shall ensure that the processed mulch is not overly saturated as doing so caused the resultant product to have excessive foul odor and adds unnecessary weight to the finished product." However, review of the program file for subsequent periods did not demonstrate implementation of any control procedures, nor did scale tickets indicate any reduction in load weights. In reviewing reported weights processed each month during the audit period and after observation and inquiry of DEM personnel about site layouts and program processes, several areas of concern were noted: • For both the Hilo and Kona sites, certified scales are located some distance from the green waste processing area. • Incoming green waste is not weighed; therefore, unprocessed weight cannot be used as a reconciling number to corroborate the contractor's claims of tons processed. • The Kona site does not use a County scale house for weighing processed mulch. • When asked what controls are in place to prevent contractors from weighing the same load of processed mulch more than once, the Recycling Coordinator indicated that DEM does not have sufficient staff for continual monitoring, but that visual observation of processed and unprocessed green waste piles is conducted on an occasional basis. • During the audit period, no County personnel were present at the green waste processing sites, and no independent verification was documented from end -users as to tonnage processed. • Contractor trucks delivering loads of processed waste to County storage sites and end -user sites are only weighed full, and are not required to be re- weighed when emptied. • No policy is in place establishing minimum information to be reported on scale tickets. • No policy is in place to standardize vehicle tare weights. • Information provided on scale tickets is inconsistent. • A vehicle may be identified by driver, vehicle color, license plate, or company truck number on one ticket and by another method on a subsequent ticket. • A vehicle may be assigned a particular tare weight on one ticket and a different tare weight on subsequent tickets even on the same day. The foregoing deficiencies combine to make verification of processed tonnage difficult, if not impossible. These deficiencies also increase the possibility of abuse and/or fraud, since it would be possible for contractors to weigh the same load multiple times by driving to the scale house, obtaining a weight ticket, returning to the processing site, adding a small amount of mulch or even just water, returning to the scale house, and obtaining a new weight ticket. A letter from DEM to HMR prior to the audit period was noted in the program file, discussing the contractor not having met minimum processing requirements for two preceding months. Review of processed tonnage reported 48 Chapter 3 GREEN WASTE PROGRAM under Supplemental Contract No. 1 shows that tons processed barely exceeded required minimums. Faced with the possibility of not being paid, the contractor may have been given incentive to over report claims in the absence of proper weight verification controls. Subsequent RFP No. 2036 was opened on June 30, 2003, and sent to DEM for review on July 7, 2003. In a letter dated August 6, 2003, DEM Director Barbara Bell responded that the review team had further questions and anticipated completion of its evaluation by the end of August 2003. She requested a six -month extension of the HMR contract to allow for this evaluation, the awarding of a new contract, and time for the selected contractor to set up operations. In actuality, four supplemental contracts were issued that extended the original contract by a full two years through June 2005, even though DEM was aware of the contractor's practice of adding excess water increasing weights and was dissatisfied with the contractor's performance. Recycling Coordinator O'Hora -Weir advised that there were several factors contributing to the lengthy delay in awarding a new contract. The County entered into negotiations with the initial contractor chosen; however, after approximately six months, the contractor's best and final offer was significantly different from its original submission and the RFP's intent. DEM then entered into negotiations with second place contractor EKO with a new contract executed on June 17, 2005. DOH Violations The County and HMR were in violation of DOH green waste permits during the audit period in several areas: • DOH permits issued in 1999, and scheduled to expire on October 28, 2004, for both sites, were issued under "permit by rule" which only apply to sites processing no more than 3,000 tons per annum. According to DEM's annual report for fiscal year 2002 -2003, tonnage processed was just under 7,800 tons for Hilo and 6,400 tons for Kona. In a letter to DEM dated August 10, 2004, DOH reiterated that permits were set to expire on October 28, 2004, and that because "permits by rule" limit green waste composting facilities to less than 3,000 tons per year, new general permit applications would be required for both sites. According to subsequent DOH communications, permit applications were filed on October 28, 2004, with DOH issuing permit approvals on March 14, 2005. (Note: Improvement in permitting was noted with new contractor EKO. Permit applications for EKO were submitted in June 2005 prior to contract start -up in July 2005, and DOH approvals were received in July 2005) • Both the Hilo and Kona sites were in violation of buffer zone requirements between storage piles and site boundaries from July 1, 2003 until March 14, 2005, when new permits issued by DOH reduced buffer zones to 15 feet. Both sites continued to be in violation of maximum storage capacities under the general permits issued on March 14, 2005. DOH acknowledged that even with increased capacities under subsequent general permits, both facilities would remain non- compliant, and that it expected stockpiled green waste to be significantly reduced by the end of the permit period on June 30, 2005. DEM personnel stated that the stockpiles were not reduced by June 30, 2005, but have since been significantly reduced. 49 Chapter 3 GREEN WASTE PROGRAM A letter from DOH to HMR dated February 15, 2005, warned of a complaint received by DOH's Clean Air Branch regarding fugitive dust emissions at the Kona site in violation of HAR §11 -60.1 -33. However, there was no documentation in the program file regarding departmental or contractor follow -up and/or resolution of the complaint. A letter from DOH dated February 15, 2005, warned that the operation of a Diamond Z Manufacturing Model 1463 tub grinder with a Caterpillar diesel engine generator without a covered source permit was in violation of HRS §342B -11 and HAR §11- 60.1 -52. The letter indicates that DOH elected to serve informal written notice of the violation rather than pursue its remedies which included administrative, civil, or criminal penalties, but reserved its right to do so if the contractor failed to submit a covered source application within 60 days. The letter further states that failure to submit the application within the 60 days would result in further action, which could have included imposition of civil and administrative fines of not more than $25,000 per day per violation. No documentation of follow -up or resolution was observed in the program file. Auditors subsequently asked DEM Director Bell whether she had a copy of the permit application and approval. DEM secretary Sharon Henry provided a file relating to HMR's contract; however, that file only contained a copy of the DOH violation notice dated February 15, 2005. Ms. Bell further indicated that since the violation notice was received near the contract expiration date, possibly no action was taken in response to the violation notice. According to DOH -Clean Air Branch's David Wong on April 6, 2006, no covered source application had been submitted. Possible Procurement Violations File documentation indicates possible procurement violations pertaining to the green waste program on three occasions during the audit period: The first possible violation relates to emergency hauling of mulch from the Kona site from April to June 2005. No file documentation was observed regarding invoices paid, or the events or decision- making and authorization process leading to the emergency hauling. HAR §3- 122 -90 requires that "the head of the purchasing agency responsible for the emergency procurement shall prepare a written determination requesting the approval from the chief procurement officer ..." DEM did not comply with this requirement. In a letter from Solid Waste Division Head Mike Dworsky to Finance Director William Takaba dated October 6, 2005, acknowledging the violation Mr. Dworsky states, the emergency haul was an attempt to bring the West Hawaii site into compliance with the DOH permit issued in March 2005. The March 14, 2005 letter from DOH granting said permit stated: "The department expects the permitees to significantly reduce the volume of the stockpiled Greenwaste before the end of this permit. However, based on the amount of Greenwaste currently stored at the site, the facility may not meet the storage capacity limit in Part II- Special Condition Item No. 12 before the permit ends. If this is the case, the department may require increased grinding frequency and processing requirements in any future permits in order to meet and maintain 50 Chapter 3 GREEN WASTE PROGRAM the height and volume limits of the stockpiled Greenwaste as specified in the Part II- Special Conditions Item No. 12." Thus, the procurement does not appear to qualify as an emergency under HRS §103D -307. Based on the total expenditure, the procurement qualifies as a small purchase under HRS §103D-305. However, even under this code section, the procurement remains a violation, as HAR §3- 122 -77 requires solicitations of quotations and maintenance of a quotations file. Review of Supplemental Contract No. 3 indicates that the contractor was to "deliver the processed Greenwaste to any site the County specified within a (10) mile radius of either the Hilo or Kona sites at no additional charge, and to any site outside of the (10) mile radius to be paid at a rate of $60 per hour." Pursuant to a letter from Solid Waste Chief Dworsky to Finance Director Takaba dated October 6, 2005, the delivery area for emergency hauling would have included the 10 -mile radius of the Kona site. However, after review of DEM's spreadsheet recapping emergency deliveries, it appears that none of the deliveries were within the 10 -mile radius. Upon inquiry, Recycling Coordinator O'Hora -Weir confirmed that the contractor continued to make all deliveries within the 10 -mile radius, and that the County only paid for deliveries outside of the 10 -mile radius. A recap spreadsheet provided by DEM indicates that the department paid as much as $83.09 per hour to haulers to deliver the mulch even though the contractual rate for deliveries outside of the ten -mile radius was $60 per hour. According to contract terms, the contractor was also obligated to expend a minimum amount on advertising to the public that mulch was available for pick- up. No documentation in the program file indicates that the contractor complied with this requirement. A letter from HMR to DEM Director Bell dated November 10, 2003, cites radio ads sponsored by the contractor, but no supporting documentation is included. It is uncertain whether the emergency hauling was necessary due to insufficient or ineffective advertising. The second possible violation relates to Supplemental Contract No. 2 awarded to HMR. In a letter dated March 30, 2004, from Purchasing Agent Bill Gray to DEM Director Bell, the Purchasing Division questioned "material changes to the contract" and whether these changes had been contemplated in the original scope of RFP No. S -3603. It is unclear, based on file documentation, whether these changes were deemed a violation of HRS §103D and /or HAR §3- 125 -3. However, two additional supplemental contracts approved by purchasing were issued to HMR. While the third potential violation occurred in fiscal year 2002 -2003 and was not included in the scope of this audit, repercussions impacted the audit period and may not have been ultimately resolved. This potential violation was procedural rather than necessarily statutory in nature. The DEM program file includes a copy of an e-mail from Recycling Coordinator O'Hora -Weir to HMR Community Relations Director Rene Mansho dated July 1, 2005, containing the passage: "with regard to the contract forgery allegations put forth by Mr. James Banigan at the site today our attorneys are addressing the issue." No further documentation was observed in the program file to further explain the circumstances leading up to such an allegation or a resolution of this matter. Ms. O'Hora -Weir indicated that subsequent to 51 Chapter 3 GREEN WASTE PROGRAM signing of the original contract by HMR General Manager James Banigan in July 2002, HMR Operations Manager John Ross requested that contract language be revised during a visit to the DEM Office. Present at the visit were DEM Director Bell and DEM secretary Henry. The revised wording was agreed upon, and Ms. Henry typed and printed out a revised contract. Apparently, the decision was made to "white out" the page number on the original signature page and renumber it as the signature page for the revised contract. However, DEM did not obtain Mr. Ross' or Mr. Banigan's initials as authorizing the revisions. Upon termination of the HMR contract in June 2005, Mr. Banigan raised the issue of the "forged" contract claiming no knowledge of the revisions. Subsequently, Mr. Banigan confirmed that Mr. Ross is an authorized agent of HMR. Mr. Banigan also executed four supplemental contract agreements confirming revisions made in the original contract. When asked whether DEM had a copy of HMR's equipment permit for this contract (April 2006), Ms. Henry provided a file that included the following correspondence: o A letter to Mayor Kim and Council Chair Stacy Higa from Assistant Corporation Counsel Gerald Takase dated August 3, 2005, which includes the excerpt: "In conclusion, we find that the switching of contract pages was poor contracting procedure and the lack of acknowledgement by Hawaii Metal Recycling to the changes in the contract could potentially invalidate the agreement. However, even assuming we find no corroboration from John Ross as to the changes, based on the e-mail correspondence and the fact that some of the amendments actually came from Hawaii Metal Recycling, we find no intent by the Director of Environmental Management to forge the documents with an intent to defraud Hawaii Metal Recycling. The changes made to the agreement actually help Hawaii Metal Recycling and therefore, we find no motive or intent to default." o A letter from Corporation Counsel Lincoln Ashida to HMR's James Banigan dated September 6, 2005, which includes the excerpt: "You are free to report this incident to an independent investigatory agency, for the purposes of having the County and /or Ms. Bell investigated for any criminal or civil wrongdoing." Upon inquiry to DEM secretary Sharon Henry and Corporation Counsel Lincoln Ashida on April 5, 2006, auditors were advised that further communication has been received on behalf of HMR regarding this matter. Other Issues Review of program files also raised the following concerns: 52 Chapter 3 GREEN WASTE PROGRAM DEM's FY 2004 -2005 annual report to DOH incorrectly includes 55.07 tons of green waste which had already been included in its FY 2003 -2004 annual report. The error was due to inclusion of reported tons processed, not total tons paid in the FY 2003 -2004 annual report, then using total tons paid rather than total reported tons processed when preparing the FY 2004 -2005 annual report. The contractually required "certificates of insurance" were included in the program file. However, the additional insured was listed as the "County of Hawaii, Department of Public Works," even though the original contract and all supplements were issued through the Department of Environmental Management. Gross vehicle weight on scale tickets frequently exceeded the 88,000 pound limit allowed without a special permit, as required under HRS §291- 35(3). HMR was notified of the weight limit, since records indicate that the scale house attached a notification sticker to the weight scale ticket on at least one occasion. However, records continue to indicate weights over the 88,000 pound limit after the notification date. There is no documentation in DEM files as to the department's actions pertaining to this potential violation. Original RFP No. S -3603 provided that the County was to provide an approximately one -acre site, cleared and grubbed, as is, for use in the green waste program in Kona, with any improvements included in the contractor's plan of operations to be installed at the contractor's sole expense. A Request- for -Quote (RFQ) was issued on March 19, 2004, followed by Purchase Order No. 30312 in the amount of $9,843.68 for grading and site work. However, an additional $15,000 was subsequently requested by DEM and approved by Department of Finance based on discussions with Recycling Coordinator O'Hora -Weir on December 28, 2005, this expense pertains to prepping of an additional area since the original site located at the Kailua landfill was too small and narrow. In 2004, DEM established a five -acre site for "staging, storing and distribution of processed mulch at, TMK 7- 4- 020:007, Kealakehe." Final plan approval granted by the Planning Department on February 4, 2004, required that activities terminate no later than December 31, 2004, unless a written request for extension was submitted and approved. Located within DEM files was a memo dated September 14, 2004, from Recycling Coordinator Ohora -Weir to DEM secretary Ms. Henry, asking that a letter of request for extension be prepared. Also located were an extension request letter to the Planning Department dated September 15, 2005, and an approval letter from the Planning Department dated October 5, 2004, granting an extension to December 31, 2005. According to Ms. Ohora -Weir, the stockpiles of unprocessed green waste at the inception of HMR's contract were approximately 3,000 to 5,000 tons at the Kona site and roughly 3,000 tons at the Hilo site. She also estimates that at the conclusion of HMR's contract on June 30, 2005, the unprocessed mulch remaining was approximately 3,000 to 5,000 tons in Kona and 10,000 to 12,000 tons in Hilo. Current contractor EKG's Ruebens Fonseca was contacted by the auditors in January 2006 in an effort to obtain an independent estimate of processed and unprocessed tonnage of green waste stockpiled at the Kona and Hilo sites upon termination of HMR's contract in December 2005, and his estimate of subsequent green waste tonnage 53 Chapter 3 GREEN WASTE PROGRAM coming into each site on a monthly basis. Mr. Fonseca indicated that EKO was still trying to analyze figures on monthly inflow tonnage, and that he would provide the information, together with an estimate of existing tonnages at contract inception. However, to date, EKO has not provided the requested information to the audit team. Normally, auditing procedure would call for recalculation of claimed tonnages by adding verifiable inflows to existing tonnage at contract inception and subtracting remaining tonnage at contract conclusion. The recalculation here is not reliable since no verifiable inflow measurement is available. Findin s 1. The County does not have a clear plan for addressing solid waste management. The purpose of the County's Updated ISWMP appears to be to satisfy statutory requirements rather than to provide a strategic plan for addressing County solid waste streams. It does not appear to be a cohesive plan in light of significant differences between the County's legislative and administrative branches regarding diversion and recycling efforts. This lack of agreement translates into poor guidance and direction for DEM, inefficient use of County resources, a lack of accountability, and a reactive rather than proactive approach to addressing solid waste issues. 2. The County Code is not in agreement with Hawaii Administrative Rules. • The Hawaii County Code does not reflect the banning of green waste from County landfills as required by HAR § 11- 58.1- 65(b). 3. The Updated ISWMP does not reflect the current status of County handling of green waste. 4. Landfill operation plans do not coincide with the County's Updated ISWMP regarding banning of green waste. 5. DEM and its contractor did not comply with DOH permit conditions for the Hilo and Kona sites. • Stockpiles of both processed and unprocessed green waste exceeded the amount and dimensions stipulated in DOH site permits. • Sites were only permitted under "permit by rule" until March 14, 2005, though they had ceased to qualify for "limited impact" permitting prior to the audit period. • Both the Hilo and Kona sites were out of compliance with buffer zone requirements between storage piles and site boundaries. • The contractor had not obtained necessary permits required for operation of its processing equipment (Diamond Z tub grinder). 54 Chapter 3 GREEN WASTE PROGRAM The contractor received warnings from DOH regarding its failure to comply with permit requirements for control of fugitive dust emissions. • Without further documentation, it appears that the contractor may have violated HRS §291- 35(3) relating to maximum vehicle weight of 88,000 pounds permitted on public roads on several occasions. 6. DEM violated procurement law on at least one occasion. DEM contracted for "emergency hauling" of processed green waste without the involvement and oversight of the Purchasing Division. DEM was also questioned by the Purchasing Division as to compliance with procurement policy regarding material changes to project scope during the contract negotiation period. 7. DEM did not clearly delineate contractor requirements in its procurement and contract documents. DEM severely underestimated monthly incoming volumes of green waste in its RFPs. RFP No. S -3603 called for the processing of 4,000 tons annually at both the Hilo and Kona sites. The reported tons processed were: FY 2003 -2004 FY 2004 -2005 Hilo 6,961.16 11,369.15 Kona 10,708.27 22,848.02 DEM issued RFP No. S -3603 calling for the processing of 4,000 tons annually at both the Hilo and Kona sites, but did not stipulate that a general permit rather than a "permit by rule" (limited impact permit) would be required from DOH. • While the purpose of an RFP (Request for Proposal) as opposed to an IFB (Invitation to Bid) is to allow proposal of a variety of solutions and processes to accomplish an end result, the RFPs issued for green waste processing lacked specific measures and controls to provide for accuracy of data, thresholds for compliance, and benchmarks against which results could be evaluated. As a result, concerns were raised by the Purchasing Department relating to procurement code compliance, protracted time required for contract negotiations, the need for frequent contract revisions and subsequent contractor disputes. Specifically, DEM failed to include monitoring and control requirements in its procurement and contract documents addressing: • Standardized reporting of vehicle tare weights. • Standardized reporting on scale weight tickets. • Required procedures if a County certified scale is unavailable. • Required procedures for weighing of vehicles after delivery of processed mulch to County storage sites. • Required procedures for verification of end -user delivery. 55 Chapter 3 GREEN WASTE PROGRAM DEM also lacked formal policies and procedures and personnel trained in contract procurement which combined to increase the County's risk exposure relating to: • Improper handling of contract revisions leading to allegations of forgery. • Issuance of contracts and supplemental contracts several months into contract periods. 8. DEM did not verify the accuracy of contractor claims reports or monitor vendor compliance with other contractual obligations. • County personnel were not consistently assigned to monitor green waste processing and scale house operations to assist in verification of billed tonnages. Errors were noted in the annual solid waste reports submitted to DOH: • The 1503.58 tons reported as processed in May 2004 are shown as having been processed at the Kona site, while the contractor invoice indicates that the tonnage was processed at the Hilo location. • DEM's annual report for fiscal year 2004 -2005 includes 55.07 tons of green waste which had already been included in the 2003 -2004 annual report. • HMR was paid for processing less than the minimum monthly tonnage required on two occasions though unprocessed stockpiles at both the Hilo and Kona sites exceeded DOH permit maximums. • Certificates of insurance submitted by HMR list the "County of Hawaii, Department of Public Works" as the additional insured rather than the "Department of Environmental Management." • Program files do not include documentation of advertising and public notices published by HMR that free mulch was available for public pick -up. Recommendations 1. We recommend that a cohesive vision be developed to address solid waste management in Hawaii County, including input from the general public, Environmental Management Commission, Department of Environmental Management, the Mayor, and the County Council. The Updated ISWMP needs to be revised to reflect this vision. Most importantly, a "working plan" needs to be developed to supplement the County's Updated 1SWMP that addresses, at a minimum, a detailed task schedule and implementation of a formal process for frequent progress review. 2. We recommend that the Hawaii County Code be amended to address the banning of household and commercial green waste from County landfills in accordance with Hawaili Administrative Rules §11- 58.1- 65(b). G Chapter 3 GREEN WASTE PROGRAM 3. We recommend that Landfill operation plans need to be updated in accordance with current statutory and regulatory requirements and the County's Updated ISWMP, and communicated to landfill management, operations personnel, contractors, and the general public. 4. We recommend that DEM develop and implement formal policies and procedures for responses to any and all regulatory agency warnings and violation notices, including to whom and when these warnings and notices should be communicated, and procedures to ensure timely follow up and resolution. 5. We recommend that DEM determine whether a dedicated personnel position should be tasked with the responsibility for monitoring of contracts and contractor compliance. Oversight duties would include ensuring: • All procurements are made in accordance with State and County procurement codes. • All procurement documents (RFP's, IFB's, etc.) and contracts contain sufficient controls and protections. • The procurement process is initiated and completed in a timely manner. • Compliance with applicable permitting and other regulatory requirements. • Compliance with contractual requirements and evaluation of contractor performance. 6. We recommend that DEM establish standardized internal policies and procedures for program documentation and reporting. • Program file documentation should be complete and current as to any and all intea- and inter- departmental, regulatory agency, and vendor communications. Program files should also include a chronology of complaints or violations and documentation of their resolution. • Program file documentation should be complete and current as to any permits, reports, plans, and other program documents submitted by the department or contractors in accordance with governmental or regulatory agency requirements. Program files should also include a schedule of what reports are required, when they are due, and to whom they need to be distributed as well as written procedures detailing source data required for each report and how data is to be collected and compiled. 7. We recommend that DEM establish standardized policies and procedures to permit verification of contractor claims reports and reduce the risk of fraud and/or abuse including but not limited to: + Implement necessary policies and procedures to accurately measure in -flow volumes of green waste. 57 Chapter 3 GREEN WASTE PROGRAM • Delineate information required on scale tickets. • Require identification of all contractor vehicles, including vehicle description, license number, and tare weights. • Require contractor vehicles to be weighed at a County scale house before and after deliveries. • Place County personnel at processing sites to monitor weighing of unprocessed and processed mulch. • Develop a checklist for approval of contractor claims, including review for mathematical errors, reconciliation with scale tickets, and authorization of any deviation from contract requirements (i.e.; minimum processing weights). • Consult with the Finance Department and Corporation Counsel on the process and documentation required for removal of contractors from "acceptable vendor" status for non- performance. 8. We recommend that DEM establish standardized policies and procedures for monitoring and documenting vendor compliance with other contractual obligations including but not limited to: • Review certificates of insurance provided by contractors for accuracy and dates of coverage. • Require documentation of advertising efforts undertaken by contractors, including samples of promotional and educational materials and invoices from newspapers and other media sources to confirm their publication and distribution. 9. We recommend that DEM obtain accurate estimates of green waste volumes to be processed for inclusion in procurement documents. Subsequent Events Currently, DEM is attempting to implement a green waste tipping fee for commercial generators. However, DEM Director Barbara Bell advises that tipping fees cannot be implemented until a green waste site with scales is operational at the Pu`uanahulu landfill. DEM's plan is to continue a "small" load drop site at Kealakehe. Fees will be based on a standardized rate per vehicle size at Kealakehe due to the lack of a certified scale, and based on scale weight at the Pu`uanahulu and Hilo landfills. While this will provide reliable data as to incoming tonnage from commercial generators, it will not provide a reliable check on total incoming tonnage since residentially generated green waste will not be weighed at drop off. Recycling Coordinator O'Hora -Weir advises that current green waste contractor EKO has made significant progress in bringing the Hilo and Kona sites into compliance with DOH permit requirements, with the only area of possible non - compliance being that of tonnage of stored green 58 Chapter 3 GREEN WASTE PROGRAM waste at the Kona site. She further indicates that EKO is also addressing maximum height limits of processed mulch at the Kona public pick -up site. 59 Chapter 3 SCRAP METAL PROGRAM SCRAP METAL PROGRAM Statutory Authority Hawaii Administrative Rules (HAR) Section 11- 58.1 -33, "Solid waste salvage facilities," regulates the construction and operation of materials recovery facilities. This includes, but is not limited to, automobile dismantlers, scrap metal, white goods processors, and junkyards. A permit is required to construct and operate a materials recovery facility. The application must contain a site plan and analysis, design requirements for equipment, adequate drainage, nuisance, health and safety control, as well as operational and closure plans. At a minimum, an annual report must be submitted to the Director of the State Department of Health (DOH) no later than thirty days after June 30th of each year. The report must detail the volume or weight in tons of incoming material and salvageable material recovered, and how it was disposed. With regard to acceptance of scrap metal at County landfills, HAR §11- 58.1 -65(c) provides that scrap automobiles may not be accepted at disposal facilities that are permitted under HAR, and white goods and motor vehicle tires may not be accepted at disposal facilities permitted under HAR after June 30, 1994. A plan must be developed by the operator of any solid waste disposal facility and included in the facility operations plan to implement this ban. The procurement process is regulated by the Hawaii Revised Statutes (HRS) Chapter 103D, "Hawai`i Public Procurement Code," and HAR Chapters 3 -120 to 3 -132, "Procurement Policy Board." Audit Narrative Procurement Invitation -For -Bid (IFB) No. 2048, entitled "Price Agreement for Removal and Disposal of Junked Vehicles and Waste Metal from the County of Hawaii Department of Environmental Management, Solid Waste Division East and West Hawaii Sites," was published on December 12, 2002. Addendum. No. I to IFB No. 2048 was issued on December 26, 2002, to meet the County's goal to have old scrap metal material removed from both sites within the shortest possible time, preferably within two to four years. The amount to be removed quarterly was to be determined primarily by funds available and the amount of the successful bidder's unit price. The addendum also allowed the contractor to establish a small area at each site to store non - metallic waste until accumulation of a full truck -load that would then be disposed of at the respective landfills. Addendum No. 2 to IFB No. 2048 was issued on January 14, 2003, to specifically address the old scrap pile at the Kona site and the handling of non - metallic materials defined as trash and /or garbage that would normally be deposited into the Kona landfill. The contract provided that: 1) rocks and soil may be left on -site; 2) small scraps of trash less than one cubic inch in size may be left in place along with the dirt and rocks; 3) any materials, hazardous or otherwise, which may have combined 60 Chapter 3 SCRAP METAL PROGRAM with soil may also be left in place; and 4) after removal of all metal material and debris, the contractor must leave the site reasonably level. Award and Contracts During the procurement process, five bids were received and considered on January 17, 2003. The lowest bidder submitted its proposal by facsimile transmission, but did not send a hard copy within the required two days from bid opening and subsequently had its bid rejected. The review committee recommended the award be made to the second lowest bidder, Island/Atlas Recycling. The proposal was submitted by James G. Nutter of Island Recycling/Recycling Depot and Michael J. Allen of Environmental Recycling of Hawaii, Ltd. /Atlas Recycling Center. On March 28, 2003, Contract No. 3136 was issued to Big Island Scrap Metal (BISM), a limited liability company registered with Department of Commerce and Consumer Affairs on February 25, 2003, whose principal members are Island Recycling and Atlas Recycling, in the amount of $125,000 for a term of ten years. Contract No. 3136 called for a minimum of 6,000 tons to be processed annually and shipped off - island from both the Hilo and Kona sites, plus processing each quarter of 15 percent of the existing old scrap metal stored at Kealakehe. Thus, approximately 60 percent of existing old scrap metal at the Kealakehe site was to be removed in the first year of the contract and 40 percent during the second year. The contract set the contractor's compensation at $144.90 per ton for new scrap metal and $244.90 per ton for old scrap metal, plus or minus the price differential between the base price of $53 per ton as published in the American Metal Market (AMM) index dated January 14, 2003, and the prevailing market prices for the commodities published in the AMM index at the time of shipment. This resulted in a average per ton cost for new scrap metal of $116.83 for fiscal year 2003 -2004 and $102.90 for fiscal year 2004 -2005, and an average per ton cost for old scrap metal of $234.90 for fiscal year 2003 -2004 (with none processed in fiscal year 2004 - 2005). A description of the location and dimensions of the old scrap metal pile was included in the contract and stated that the contractor and the County would work out a mutually agreeable arrangement for notification to and observation by the County of the removal of the "old" scrap pile. Two DOH permits were issued for the period August 6, 2003 to August 5, 2008, listing the County and BISM as co- permittees, with BISM as operator and the County as owner of both landfills. Solid Waste Management (SWM) Permit No. SV- 008 -03 was issued for the Salvage Facility at the Hilo landfill, and SWM Permit No. SV- 009 -03 was issued for the Salvage Facility at the Kona landfill. Major permit limitations for each facility included maximum storage capacity of 150 unprocessed vehicle units, 150 unprocessed white goods units, '500 processed vehicle units, 300 processed white goods units, 400 cubic yards of scrap metal, one 40 -foot container of batteries, and one 40 -foot container of tires; maximum on -site storage of hazardous materials prior to disposal; submission of an environmental assessment to include an evaluation of past operations and activities, identification of potential environmental impacts, regular sampling and analysis to identify existing areas of concern; inventory, inventory removal, and site upgrade plans showing paved surfaces at the holding area(s), containment measures and storage of used oil, lead acid batteries, tires, gasoline and diesel drained from vehicles._ 61 Chapter 3 SCRAP METAL PROGRAM During fiscal year 2003 -2004, three supplemental contracts were issued: • Supplemental Contract No. 1 issued on September 18, 2003, in the amount of $300,000, increased the original contract amount to allow for additional removal and disposal of junked vehicles and waste metal. The contract was modified in the following major respects: o Any new unprocessed metal stored at the respective waste metal processing area shall be managed in an orderly fashion that meets the approval of the State and County. Orderly fashion shall mean that all vehicles will be stacked right side up and no higher than 15 feet from the ground. All other scrap metal will be neatly stacked with items needing special attention such as refrigerators, air conditioners, and propane tanks segregated for processing. Adequate driving lanes shall be maintained for incoming scrap metal. The site shall be kept free of hazardous materials and spills of industrial liquids of any kind. At no time shall the Contractor store either unprocessed or processed metal such that it encroaches on properties adjoining the County's processing areas. o Specification l (a) of the original Contract shall be deleted and replaced with the following: "The Contractor shall have the exclusive rights and responsibility to salvage all scrap metal, such as junked vehicles, appliances and all other forms of scrap metal from the designated County facility. Contractor shall accept and process all metal currently on site(s) plus all scrap delivered to site(s) by county, private tow operators and other commercial haulers and private citizens. All materials processed by the Contractor shall become its property and responsibility only upon removal from the County facility. Auto hulks stuffed with old batteries, used motor oil, and other hazardous or potentially hazardous waste will become the responsibility of the County to take action within one business day upon written notification from the contractor, except for materials in the "old Scrap" pile at Kona. At that site the segregation of all waste will be the responsibility of the Contractor. At all times Contractor(s) shall process enough material at each site awarded so that the amount of unprocessed scrap does not significantly increase anytime during the contract period, provided funds are available. Contractor shall agree to reasonable height and tonnage limits to be maintained for unprocessed and processed materials." o The Contractor acknowledges and reaffirms its duty to comply with all County, State and federal .laws in performance of the contract, including, but not limited to, any new or existing requirements stipulated by the State DOH regarding wash water collection, treatment and/or disposal. o It will be assumed that all scrap from the Kona site is "current scrap" to be paid at the lower contract rate unless the contractor's invoice is accompanied by the County's Inspection Form dated September 2003, and signed by an appropriate County employee specifying the percentage of "old scrap" contents eligible for payment at the higher contract rate. 62 Chapter 3 SCRAP METAL PROGRAM o It is agreed that at some time during the contract (expected to be two to three years from contract commencement), the County intends to move its current metal processing area from the Hilo Transfer Station to a new site in conjunction with developments addressing the closure of the East Hawaii landfill. The County may alternatively construct the new facility itself, conduct an independent IFB or RFP, or negotiate with a scrap metal contractor to construct the facility on a cost - reimbursement basis to the extent that such negotiations are authorized by law. The County will provide a minimum of six months notice to the contractor, and no scrap would be expected to be moved from one facility to the other. All necessary site improvements to the existing area used for scrap metal processing, not limited to grading, filling, and construction of any necessary concrete pads, will be the responsibility of the Contractor. o The Contractor will weigh the empty container prior to loading with scrap metal, and reweigh the same container after loading with scrap metal, to identify the tare weight and derive an accurate weight of scrap metal contents. o When a discrepancy occurs between weight receipts from a State of Hawaii certified scale in the County of Hawaii and weight receipts or bills of lading from a location outside the County, the price paid by the County shall be computed based on the weight receipt from the certified scale in the County of Hawaii. The County will make every effort to ensure that its scales used by the Contractor have been properly calibrated and, in the case where a discrepancy exceeds one percent of the total weight, the County may conduct an investigation to determine the source of error. If investigation results indicate the County's scales are inaccurate, the scales will be recalibrated. At the discretion of the Director, the amount paid during the period affected by the inaccuracy may be adjusted and notification provided to the Contractor in writing. • Supplemental Contract No. 2 issued on December 12, 2003, in the amount of $330,000, increased the original contract amount to allow for removal and disposal of additional junked vehicles and waste metal. The contract was modified in the following major respects: o For the life of this contract, the Contractor shall accept all propane tanks delivered by the public to scrap metal yards in Kona and Hilo. The Contractor may refuse to accept propane tanks from propane vendors when more than one tank is delivered to the scrap metal yard per occurrence and such tanks have not been properly evacuated with stem valve removed. The Contractor shall display signage at both sites which clearly explains this policy. For all tanks received from non - propane vendors, the Contractor shall be responsible for the removal of any residual fuel and stem valves. o The County will allow for the use of a small footprint of land on the southwestern edge of the salvage compound in Hilo in the area formerly used by HMR for storing scrap metal. The County shall grub, grade, and gravel the designated area for processing the existing inventory of vehicles and other scrap on a temporary basis only. A concrete pad will be formed and poured at the cost of the Contractor, and the area shall remain in use until the County notifies the Contractor to evacuate the area in order to complete a site characterization study already in progress. The Contractor agrees to evacuate the area 63 Chapter 3 SCRAP METAL PROGRAM upon notification by the County. Contractor shall be given a minimum of 72 hours notice and must remove all equipment and stockpiled processed and unprocessed materials from the area by the date and time stipulated by the County, or the County will employ the necessary services to complete the evacuation and deduct said costs from the Contractor's next payment. o To address unforeseen conditions at the Kona scrap metal yard, the County is including an extra rate for removal of debris remaining from the old green waste pile as depicted in an attached sketch of the base yard. The remains of the pile are too contaminated to process as green waste or scrap metal, and the material poses a threat to public safety and the environment. The Contractor shall adequately characterize, profile, and manifest the contaminated material proposed for disposal at the West Hawaii Sanitary Landfill including conducting testing and analysis as necessary. The Contractor shall load the material and haul it to the West Hawaii Sanitary Landfill in accordance with procedures and policies established by landfill operator Waste Management of Hawaii, Inc. The Contractor shall employ appropriate measures to contain fugitive dust during the loading and removal of rubble. The County will waive its landfill tip fee and expects the Contractor to clear the area as prescribed no later than January 31, 2004. The contractor shall make every attempt to salvage any metal of value and may include the metal recovered from remains of the old green waste pile with the current scrap for future processing. The contractor shall also set aside large rocks/boulders and concrete greater than one cubic foot, and work to recover any gravel or base course for beneficial use. The Contractor shall be compensated at a rate of $150 per load for a truck with a 30 cubic yard capacity. The material shall be hauled to Pu`uanahulu for landfilling, and the amount available for this activity shall be capped at $15,000. Weight receipts from the Pu`uanahulu scale house shall be submitted with invoices. The Contractor may request reimbursement for the cost of conducting required testing of debris material remaining from the old green waste pile, provided that a sampling/testing plan and cost estimate are submitted in advance to the County for approval. Laboratory analyses and copies of waste profile sheets shall accompany any invoices the Contractor submits for reimbursements. o The Contractor shall demonstrate compliance with all conditions of SWM Permits Nos. SV- 0008 -03 for the Salvage Facility at the Hilo landfill and SV- 0009 -03 for the Salvage Facility at the Kona Landfill issued August 6, 2003, and meet all reporting requirements in a timely manner. + Supplemental Contract No. 3 issued on March 3, 2004, in the amount of $500,000, increased the original contract amount to allow for additional removal and disposal of junked vehicles and waste materials. The contract was modified in the following major respects: o Invoices dated on or between the 1St and 15th of any month shall be paid based on the published American Metal Market price as of the 1St of that same month. Invoices dated the 16`h through the last day of any month shall be paid based on the published American Metal Market price as of the 16th of that same month. 64 Chapter 3 SCRAP METAL PROGRAM During fiscal year 2004 -2005, two supplemental contracts were issued: • Supplemental Contract No. 4 was issued on November 3, 2004, in the amount of $500,000, to continue efforts toward compliance with SWM Permits Nos. SV- 0008 -03 and SV- 0009 -03. The contract was modified in the following major respect: o Pertaining to processing at the West Hawaii site, the County will pursue a Request -for- Quotations to conduct a survey of the boundary between the County's parcel (TMK: 7 -4- 20:16) and the adjacent land owned by Queen Liliuokaiani Trust. The County will also pursue a Request- for - Quotations to sample residual soil from scrap metal piles to develop a waste profile before transporting material to the West Hawaii Sanitary Landfill. The County requests that the Contractor cooperate with any vendor selected to perform these proposed activities, and the Contractor shall ensure that the areas where these activities will occur are accessible to the selected vendors. • Supplementary Contract No. 5 was issued on April 5, 2005, in the amount of $500,000, increasing the original contract amount to allow for removal and disposal of additional junked vehicles and waste metal. The contract was modified in the following major respects: o The total amount of the Contract shall be increased by an additional $500,000.00 and services shall be provided at prices per bid proposal dated January 16, 2003. This supplemental price agreement is based on funds available in the current fiscal year. Potential DOH Violations DEM and BISM as co- permittees received warning letters from the Department of Health -Solid and Hazardous Waste Branch (DOH -SHWB) regarding potential violations of SWM Permits SV- 0008 -03 and SV- 0009 -03 for the Hilo and Kona landfill sites. A DOH -SHWB Inspection Report dated March 22, 2005, was received by the County and BISM, based on an inspection to investigate a complaint that tires were not being handled in accordance with permit requirements. The inspection found that BISM and the County were exceeding permitted storage capacities for used oil, used tires, gasoline, and processed vehicles. On June 15, 2005, DOH -SHWB issued a warning letter to DEM and BISM regarding exceeding maximum limits for on -site storage of used oil, used tires, and gasoline. The letter also stated that DEM and BISM had not submitted information in compliance with permit requirements regarding paved surfaces at the holding area(s), impermeable surfaces and containment measures at the processing area(s), secondary containment for used oil storage, appropriate storage for lead acid batteries and tires, and impermeable surfaces and storage methods for gasoline and diesel drained from vehicles. The letter further stated that DOH had not received additional information on the County's proposed plan to close the Hilo and Kona facilities and construct new salvage facilities, and was concerned that the scheduled removal of accumulated scrap metal from the Hilo facility by November 2005 and the Kona facility by March 2006 was not being accomplished in accordance with submitted plans. DOH -SHWB required that DEM and BISM provide documentation within 30 calendar days of receipt of the subject letter regarding corrective actions implemented, including: 65 Chapter 3 SCRAP METAL PROGRAM Reduction of used oil, used tires (including baled tires), and used gasoline to within permitted levels as evidenced by copies of disposal receipts and storage of all such materials in accordance with permit requirements. 2. Submittal of all information required under Part 1I, Paragraph 27, of SWM Permit Nos. SV- 0008 -03 and SV- 0009 -03 regarding construction of paved surfaces at the holding area(s), impermeable surfaces and containment measures at the processing area(s), secondary containment for used oil storage, appropriate storage for lead acid batteries and tires, and impermeable surfaces and storage methods for gasoline and diesel drained from vehicles. 3. Cessation of all operations related to baling of tires, and submittal of requests to modify existing permits to allow for baling of tires at both facilities. 4. Submittal of records for the period June 2003 to May 2005 for both facilities, showing monthly total number and tonnage of vehicles, white goods, and scrap metal received and processed, total number and tonnage of vehicles and white goods sold and recycled, and total tonnage of scrap metal sold, recycled, or disposed of, together with copies of all receipts for sale, recycling, or disposal of said materials. 5. Removal of accumulated scrap metal inventory at the Hilo facility by November 2005. 6. Removal of accumulated scrap metal inventory at the Kona facility by March 2006. 7. Completion of the preliminary environmental assessment at the Hilo facility by March 1, 2006, including an assessment report and proposed remedial actions. 8. Completion of the preliminary environmental assessment at the Kona facility by July 1, 2006, including an assessment report and proposed remedial actions. DOH warned that if the foregoing corrective actions were not implemented within 30 days of receipt of its warning letter, it could issue a formal Notice of Violation/Order pursuant to HRS §342H -9, carrying a penalty of up to $10,000 for each separate offense, for each separate day of the offense. In its June 15, 2005 letter, DOH also denied BISM's request for increased tire storage capacity at both the Hilo and Kona facilities, and stated that tire baling would not be allowed until requests for permit modifications had been submitted and approved. By letter to DEM dated June 20, 2005, BISM submitted an amended operations plan and a request for modification of SWM Permit Nos. SV- 0008 -03 and SV- 0009 -03 for the department's submittal to DOH -SWMB. BISM also requested limits on maximum on -site storage of used oil, used tires and gasoline be increased and requested extensions of inventory removal deadlines for accumulated scrap metal at both the Hilo and Kona facilities. BISM stated that it could not comply with the November 2005 timeline for the Hilo facility due to a large amount of metal hidden by the adjacent rainforest, and it requested that the March 2006 timeline for the Kona facility be extended for an additional two years since metal had been buried and was difficult to remove. BISM further stated that permit 66 3 SCRAP METAL PROGRAM reporting and environmental assessment requirements cited in Corrective Action Nos. 4, 7, and 8 of the DOH letter were responsibilities of the County rather than the contractor. DOH sent a responsive letter dated July 22, 2005, stating that BISM and/or COH needed to submit photographs of the following areas: paved surfaces at the holding area(s), impermeable surfaces and containment measures at the processing area(s), secondary containment for used oil storage, appropriate storage for lead acid batteries and tires, and impermeable surfaces and storage methods for gasoline and diesel drained from vehicles along with the date for construction of the specified environmental controls. DOH also requested clarification of the following items to evaluate BISM's proposal for tire baling and increased storage capacity at both facilities: the frequency of tire baling operations and maximum number of tires to be stored prior to baling, together with estimates of the dimensions of the stockpiles and descriptions of vector control operations; and the quantity of tires that will comprise each bale, the dimension of each bale, and the number of bales that can be placed in a 40 -foot container for off -site removal and shipment. DOH stated that it would not increase storage capacity for tires at either facility until justifications were provided, and it would evaluate proposed increases in storage capacity for used oil and gasoline and extensions of scrap metal removal deadlines at both facilities after documentation requested in Corrective Action No. 4 was received. DEM sent a responsive communication to DOH -SHWB dated August 29, 2005, attaching copies of departmental records for the period June 2003 to May 2005 as requested in Corrective Action No. 4. With regard to Corrective Action No. 7 and 8, DEM submitted the following information: Solid Waste Management Permit Nos. SV- 0008 -03 and SV- 0009 -03 Salvage Facilities Preliminary Environmental Assessment correspondence dated November 12, 2003; DOH response dated December 4, 2003; recommendations regarding work at Hilo Landfill Site prepared by SOH -DOH dated February 4, 2004; proposed Hilo Brownfields Mitigation Design prepared by URS dated February 2004; Hilo Transfer Station Sampling and Analysis Plan dated March 2004; Phase I Environmental Site Assessment dated March 31, 2004; Hilo Trench e-mail from Robert Muse dated June 27, 2005; a Phase I Site Assessment for the Kona site from the United States Environmental Protection Agency ( USEPA); a solutions report for the Hilo site prepared by USEPA consultant Weston Solutions; and a proposed cap design for the Hilo site. DEM noted that since the County has limited resources to analyze potential environmental impacts at the Kona and Hilo sites, USEPA assistance is vital to completion of the necessary sampling and analyses required to prepare the sites for closure and future development. In its letter to BISM and DEM dated October 21, 2005, DOH responded to extension requests for removal of accumulated scrap metal inventory at the Hilo and Kona salvage facilities. The removal plan indicated that 700 tons of scrap metal per month would be removed from the Kona facility, and 1,000 tons of scrap metal per month would be removed from the Hilo facility. After reviewing scrap metal processing logs, DOH determined that lesser amounts were being removed, leading to net increases in accumulated scrap metal at both facilities. DOH indicated that deadlines would not be met because removal activity levels were not being achieved (rather than because of additional material being encountered). As a result, DOH did not approve the requested extensions, but indicated that it may reevaluate requests if significant increases in scrap metal removal could be demonstrated. In response to DEM's communication dated August 29, 2005, requesting approval for capping of the current Hilo salvage facility, DOH stated that permit applications for both the Hilo and 67 Chapter 3 SCRAP METAL PROGRAM Kona facilities needed to include samplings to determine the nature and extent of contamination, and proposals for required remedial action and construction of permanent processing areas to mitigate future contamination. DOH found that studies transmitted by DEM did not satisfy this requirement. Regarding closure of current facilities in Hilo and Kona and the establishment of new permanent salvage operations at different sites, DOH required the County to submit permit applications for the new facilities within 180 days of receipt of its October 21, 2005 letter. Upon review of the program file, there were no current copies or supporting documentation to indicate that DEM has submitted the required permit applications for the new facilities as required by DOH. Correspondence and Other Related Issues Observed in the program file was a letter from DEM Director Barbara Bell to BISM dated June 27, 2003, regarding weekly transitional reports not being timely, reports not containing sufficient information, the operations plan needing to be revised with more detail on equipment and staffing, and weekly status reports being mandatory. Observed in the program file was a letter from the DEM Director Bell to BISM dated October 24, 2003, regarding contractual issues of payment on weight differentials for past mainland shipments, required shipping documentation, complaints from the public, operational hours, receipt of excess batteries and tires, billing for old scrap, the inventory and removal plan, and the processing area at Hilo. Observed in the program file was a warning letter dated May 4, 2005, from DOH -SHWB to Mr. Chad Hoffert of Northwest Demolition, concerning a complaint about storage at the Kealakehe site of a large amount of re -bar which was not covered under the permit for the recovery facility. No documentation was found in the program file to indicate whether this matter was resolved or is still pending. Recycling Coordinator Eileen O'Hora -Weir advised that Northwest Demolition was doing work on the Kona Lagoon Hotel with BISM's assistance. Northwest Demolition has subsequently ceased processing of re -bars. Tonnage Analysis Total tonnage of scrap metal removed by BISM from both the Hilo and Kona sites was 11,264.26 tons for the 2003 -2004 fiscal year, and 9,400.06 tons for the 2004 -2005 fiscal year. On further analysis, tonnage removed from the Hilo site was 7,143.77 tons (an average 595.31 tons per month) for FY 2003 -2004, and 6,028.27 tons (an average 502.36 tons per month) for FY 2004 -2005. Tonnage removed from the Kona site was 3,367.26 tons (an average of 343.37 tons per month) for FY 2003 -2004, and 3,371.79 tons (an average of 280.98 tons per month) for FY 2004 -2005. Additional analysis reveals that for FY 2003 -2004, an average of 595.31 tons per month of new scrap metal (and no old scrap metal) was removed from the Hilo site, and an average of 284.04 tons per month of new scrap metal and 32.59 tons of old scrap metal was removed from the Kona site. For FY 2004 -2005, no old scrap metal was removed from either the Hilo or Kona sites (See Table 1.3 Below). 68 Chapter 3 SCRAP METAL PROGRAM Table 1.3 Scrap Metal Program Big Island Scrap Metal Tonnage Processed Findings 1. There is insufficient documentation to explain the discrepancy between the name of the entity bidding on the IFB (Island /Atlas Recycling) and the name of the entity awarded the subject contract (Big Island Scrap Metal). Second lowest bidder Island/Atlas Recycling was recommended by the procurement review committee when the lowest bidder failed to submit a hard copy of its faxed proposal. However, the contract was issued to Big Island Scrap Metal (BISM), but there is no documentation in the program file to evidence the relationship between Island/Atlas Recycling and BISM. 2. DEM permitted the contractor to commence work and receive payment prior to the contractor obtaining required permits. A Notice to Proceed was issued to BISM on March 28, 2003, but permits to operate both Hilo and Kona salvage facilities were not issued by DOH until August 3, 2003. BISM submitted Invoice Nos. 1000 and 1000A dated June 2, 2003, which DEM paid on July 18, 2003; Invoice No. 1004 dated June - 20, 2003, which DEM paid on July 28, 2003; and Invoice No. 1011 dated July 21, 2003, which DEM paid on September 9, 2003, for work performed prior to issuance of permits for both sites. 3. DEM failed to require the contractor to timely respond to DOH violation notices. Observed in the program file were numerous letters from DOH -SHWB to BISM and DEM regarding potential violations of SWM Permit Nos. SV- 0008 -03 and SV- 0009 -03, which are discussed at length in the Audit Narrative above. Also observed in the program file were separate response letters from BISM and DEM discussing possible remedies. However, the following potential violations were still being cited in DOH correspondence dated January 4, 2006 and January 6, 2006: • Exceeding maximum on -site storage limits for used oil. • Failure to store all waste tires in covered 40 -foot containers. 69 Yearly Total Yearly Ave New Scrap Old Scrap Hilo Processed Per Month Ave Per Month Ave Per Month FY 2003 -2004 7,143.77 595.31 595.31 0.00 FY 2004 -2005 6,028.27 502.36 502.36 0.00 Kona FY 2003 -2004 3,367.26 280.60 248.01 32.59 FY 2004 -2005 3,371.79 280.98 280.98 0.00 Findings 1. There is insufficient documentation to explain the discrepancy between the name of the entity bidding on the IFB (Island /Atlas Recycling) and the name of the entity awarded the subject contract (Big Island Scrap Metal). Second lowest bidder Island/Atlas Recycling was recommended by the procurement review committee when the lowest bidder failed to submit a hard copy of its faxed proposal. However, the contract was issued to Big Island Scrap Metal (BISM), but there is no documentation in the program file to evidence the relationship between Island/Atlas Recycling and BISM. 2. DEM permitted the contractor to commence work and receive payment prior to the contractor obtaining required permits. A Notice to Proceed was issued to BISM on March 28, 2003, but permits to operate both Hilo and Kona salvage facilities were not issued by DOH until August 3, 2003. BISM submitted Invoice Nos. 1000 and 1000A dated June 2, 2003, which DEM paid on July 18, 2003; Invoice No. 1004 dated June - 20, 2003, which DEM paid on July 28, 2003; and Invoice No. 1011 dated July 21, 2003, which DEM paid on September 9, 2003, for work performed prior to issuance of permits for both sites. 3. DEM failed to require the contractor to timely respond to DOH violation notices. Observed in the program file were numerous letters from DOH -SHWB to BISM and DEM regarding potential violations of SWM Permit Nos. SV- 0008 -03 and SV- 0009 -03, which are discussed at length in the Audit Narrative above. Also observed in the program file were separate response letters from BISM and DEM discussing possible remedies. However, the following potential violations were still being cited in DOH correspondence dated January 4, 2006 and January 6, 2006: • Exceeding maximum on -site storage limits for used oil. • Failure to store all waste tires in covered 40 -foot containers. 69 Chapter 3 SCRAP METAL PROGRAM Failure to store lead acid batteries in covered containers with sealed acid - resistant bottoms. • Failure to clearly label drums of used oil. • Failure to store all used oil and other vehicle fluids in a covered secondary containment. • Failure to store unprocessed vehicles that are damaged or leaking fluids on a paved, concreted, or lined area with containment measures to control any accidental releases of fluids or other contaminants. • Failure to maintain the amount of "new" processed vehicles to less than 500. • Failure to maintain the amount of new scrap metal to less than 150 cubic yards. 4. The County paid the contractor for shipping of non -metal hazardous waste in direct contradiction of contract terms and possibly in violation of EPA regulations. Based on available file documentation, it appears that BISM may have violated hazardous waste laws by shipping acid -filled batteries without proper EPA permits. Attached to BISM's Invoice No. 1097 dated June 16, 2004, were two separate Matson Navigation Company shipping documents noting that acid - filled batteries were claimed and paid under a scrap metal invoice. There were no contractual provisions for payments by the County for disposal of hazardous waste. Supplementary Contract No. 1, Item 5, specifically stated: "Auto hulks stuffed with old batteries, used motor oil, and other hazardous or potentially hazardous waste will become the responsibility of the County to take action within one business day upon written notification from the Contractor, except for materials in the `old scrap' pile at Kona." Contract terms only allowed for payment of scrap metal claims. 5. DEM failed to require the contractor to provide supporting documentation for invoiced amounts. Observed in DEM's Invoices and Expenditures file were four BISM Invoices Nos. 1000, 1000A, 1011, and 1013 billing for processing from July to October 2003, which were resubmitted for increases in originally invoiced amounts. Additional tonnage reflected in the amended invoices totaled 60.147 tons at an additional cost of $8,997.68, which was paid by the County. Original scale weight tickets were verified to invoices, but resubmitted weights were registered by an off - island site. Correspondence from BISM to DEM Accountant Robin Bauman dated August 20, 2003, indicates an agreement between the DEM Director and BISM that final weights from an end -user would be considered most accurate and would ensure that scrap metal had been shipped off - island. However, the contract states that if there is a discrepancy between end market weights and County scale ticket weights, the County scale ticket weights will prevail. BISM Invoices Nos. 1159, 1175, 1180, 1189, and 1202 contained handwritten changes. Though not more that $10 each, no documentation or notation was located in the program file 70 Chapter 3 SCRAP METAL PROGRAM to explain the changes for expense reconciliation purposes in accordance with generally accepted accounting principles. 6. DEM failed to enforce timely compliance with contractual reporting requirements. Observed in the program file was a letter from the DEM Director to BISM dated June 27, 2003, regarding weekly transitional reports not being submitted timely, reports not containing sufficient information, the operations plan needing to be revised with more detail information on equipment and staffing, and weekly status reports being mandatory. Supplemental Contract No. I included a provision that the contractor provide monthly written status reports to include equipment status, regulatory compliance issues, operational logistics, and other matters relating to operations. No response or subsequent documentation from BISM was observed in the program file to indicate resolution of these issues. 7. DEM failed to follow up on issues raised with the contractor. Observed in the program file was a letter from the DEM Director to BISM dated October 24, 2003, regarding contractual issues of payment on weight differentials for past mainland shipments, required shipping documentation, complaints from the public regarding operational hours, receipt of excess batteries and tires, billing for old scrap metal, the inventory and removal plan, and the processing area at Hilo. No response or subsequent documentation from BISM was observed in the program file to indicate resolution of these issues. 8. DEM failed to efficiently monitor its contract balances. Contract balance tracking was performed using the Partial Delivery Receiving Report (PDRR), a County form showing current payment amount and remaining contract balance, with the DEM Accountant preparing a manual Excel spreadsheet to track the contract balance. The program file indicates that contract balance tracking was kept current until January 2005. However, on or about February 2005, BISM submitted three invoices totaling $148,615.56, creating a deficit or negative contract balance of approximately $125,207.81, until certification of an additional $500,000 was signed by the Finance Department on March 31, 2005. Subsequently, Supplementary Contract No. 5 for $500,000 was issued to BISM on April 5, 2005. In reviewing the County's General Ledger Account No. 075- 641 - 5641 -02 -115, auditors noted that the journal entry encumbering the additional $500,000 was posted on March 7, 2005, and BISM's two invoices were held for payment until April 1, 2005, with a third invoice being held until April 5, 2005. It is not appropriate that a journal entry be posted on a date prior to funds being certified by the Finance Department. 9. DEM's failure to adequately calculate existing scrap metal tonnages and monthly inflows necessitated the issuance of several supplemental contracts. 71 Chapter 3 SCRAP METAL PROGRAM Recommendations 1. We recommend that DEM ensure that the award entity is a "legal" entity prior to contract award and that there is sufficient documentation in the program file to explain inconsistencies between the names of original bidders and names of vendors awarded contracts during the procurement process. 2. We recommend that DEM ensure that personnel with sufficient training and expertise are assigned to supervise the contract procurement process, including, but not limited to, preparation of contractor reporting requirements specifying format, content, and frequency of reports. 3. We recommend that DEM ensure that personnel with sufficient training and expertise are assigned to monitor each contract after issuance to ensure departmental and contractor compliance with all contractual, regulatory, and operational requirements. 4. We recommend that DEM ensure that proper permits are obtained prior to any contractor commencing work on any contract on any County property. 5. We recommend that DEM ensure that contractors obtain necessary permits and provide documentation of work performed before disbursing any County funds. 6. We recommend that DEM develop and implement policies and procedures to adequately verify the accuracy and integrity of the contractor's claims of scrap metal removed from County storage sites. At a minimum, policy and procedure should address sealing of disposal containers and end -user verification that the seals are intact upon receipt of containers. 7. We recommend that DEM address any warning letter received from DOH -SHWB or any other regulatory agency in a timely manner to avoid assessment of fines and penalties and possible termination of permits. S. We recommend that RFP and contract documents require contractors to respond within a given time to any communications pertaining to complaints or deviations from program, permit, or other regulatory requirements. It is also essential to document in the program file any responses from and corrective actions taken by contractors. 9. We recommend that DEM document any operational problem with a contractor during the administration of a contract. All correspondence, together with a chronology of events and their resolution, should be documented in the program file. DEM should require contractors to respond to any communications pertaining to operational problems. Adequate follow -up procedures should also be implemented to ensure that contractor performance remains in compliance with all contractual and regulatory requirements. 10. We recommend that DEM document its own departmental responses and corrective actions taken to resolve operational problems. The department should develop and implement a 72 Chapter 3 SCRAP METAL PROGRAM training program for its personnel regarding standardized procedures for reporting and documentation of events and their resolution. 11. We recommend that DEM adhere to contractual provisions particularly regarding vendor compensation. Payment should not be made if a good or service is not covered under the subject contract. A standardized payment checklist attached to the front of each contract folder would be helpful in tracking eligible payments, including a list of contract requirements and timelines and a column for initialing completion of tasks. 12. We recommend that DEM reconcile contractor invoices against supporting documentation before processing payment. In the event that contractor invoices are resubmitted for payment, DEM should require written verifiable documentation of revised amounts and properly document departmental payment authorizations. 13. We recommend that DEM monitor fund balances to ensure that funds are available to pay contractor invoices. DEM should properly post journal entries according to dates of approval. No journal entry should be posted in advance of its date of approval by an authorizing body. Accounting entries are regulated by GAAP, and it is improper to post items prior to approval by an authorizing body. 14. We recommend that DEM implement processes and procedures to permit ongoing and accurate measurement of incoming tonnages. 15. We recommend that DEM implement necessary changes to obtain accurate estimates of volume to be processed for inclusion in procurement documents. 16. We recommend that DEM implement standardized project accounting utilizing the County's FRESH financial accounting system to better monitor fund balances and to create reports for dissemination to proper personnel on a regular and timely basis. 17. We recommend that DEM explore the possibility of exercising its right to assess fines and penalties against contractors to enforce compliance with contractual terms and conditions. • Hawai`i County Code §2- 204(a) provides: "(a) If the Director determines that any person has violated or is violating any provision of this article or chapter 20 or 21 or any rule adopted pursuant to these chapters, the director may do any one or more of the following: (i) Issue an order assessing an administrative penalty for any past of current violation; (ii) Require compliance immediately or within a specified time; and (iii) Commence a civil action in the circuit court for appropriate relief, including a temporary, preliminary, or permanent injunction, the imposition and collection of civil penalties or other relief." 73 Chapter 3 HOUSEHOLD HAZARDOUS WASTE PROGRAM HOUSEHOLD HAZARDOUS WASTE PROGRAM Statutory Authority On the federal level, management of hazardous waste is regulated under Title 40 of the Code of Federal Regulations (CFR), Parts 260 through 279. 40 CFR, Part 261.4(b)(1) states that household wastes are solid wastes that are exempt from the definition of hazardous waste and regulation under Subtitle C of the Resource Conservation and Recovery Act (RCRA), but are still subject to regulation under RCRA Subtitle D for non - hazardous solid waste. The EPA web site specifically states that this exclusion of household waste is applicable to household hazardous wastes. 40 CFR, Part 271, allows the Environmental Protection Agency (EPA) to authorize State hazardous waste management programs to operate in lieu of the federal hazardous waste management program subject to authority retained by the EPA. In order to grant authorization, the EPA must find that the State program is "equivalent" to and consistent with the federal program and provides for adequate enforcement. Hawaii was granted final authorization by the EPA in November 2001. On the State level, management of hazardous waste is regulated under Hawaii Administrative Rules (HAR), Title 11, Chapters 260 -280, and Hawaii Revised Statutes (HRS) Sections 342G and 342J. HAR §11- 58.1 -62 (a) provides: "Owners and operators of solid waste disposal facilities shall implement a program at the facility for detecting and preventing the disposal of regulated hazardous waste as defined in 40 CFR Part 261 or the State of Hawai`i's rules or statutes, whichever is more stringent, and polychlorinated biphenyls (PCB) wastes as defined in 40 CFR Part 761 into the solid waste disposal facility." HRS §342G -25 mandates that the County's Integrated Solid Waste Management Plan (1SWMP) include a household hazardous waste component. HRS §342G- 26(f)(1) requires that the household hazardous waste component assess the quantity and type of hazardous wastes generated by residences in the County. HRS §342G- 26(f)(3) further provides that the household hazardous waste component shall: "Develop programs for the collection of household hazardous wastes that protect the public and the environment from these substances. The household hazardous wastes collected by the counties shall be disposed of by a state program. A county may petition the director to be exempt from this paragraph if the county demonstrates to the director's satisfaction the adequacy of its current methods of household hazardous waste collection, recycling, exchange, and disposal to protect public health and the environment." HRS §342J provides that the State's hazardous waste management program shall be preventive as well as regulatory with systematic control over the generation, collection, source separation, storage, transportation, processing, treatment, recovery and disposal of hazardous waste, including, but not limited to, household waste. On the County level, Hawaii County Code §20 -40(a) provides: "No person shall dump, place, or remove to any County disposal facility, including transfer stations, any prohibited materials as defined by the State department of health rules, regulations and standards, including any radioactive or chemical waste, any pesticides, explosives, blasting materials, fuses, live ammunition, or other substances that may explode upon contact with heat or fire." The County's Updated ISWMP calls for the continuation of semi - annual household hazardous waste collections, with the addition of a collection site in Waimea in 2006. 74 Chapter 3 HOUSEHOLD HAZARDOUS WASTE PROGRAM Audit Narrative Contracts Contracts covering fiscal years 2004 and 2005 for collection and disposal of household hazardous waste were issued as supplemental extensions of Contract No. 03041 issued in fiscal year 2003 and procured under Request - for - Proposal (RFP) No. S -3602. The original contract was for one year with the possibility of three annual extensions. A notation in the Department of Environmental Management (DEM) 2004 program file indicated that only one responsible bidder, EnviroServices and Training Center (EnviroServices), responded to the original RFP. Its proposal, which was incorporated by reference into the contract, stated the contractor was to set up "household waste collections" for Hilo and Kona two times per annurn and deliver the collected waste to a qualified disposal facility in compliance with all regulatory requirements and guidelines. Supplemental Contract No. 1 for the period July 1, 2003 to June 30, 2004, in the amount of $140,036 was dated September 3, 2003. In reviewing the contractor's report of materials collected by site and date, auditors noted discrepancies between the contractor's collections summary and shipping manifests. Shipping manifests did not include all items and quantities shown on the contractor's collections summary. Supplemental Contract No. 2 for the period July 1, 2004 and June 30, 2005, in the amount of $145,036 was dated October 7, 2004. It included several changes to the original contract: (1) the County was to assume responsibility for program advertising; and (2) the contractor was to prepare a cost estimate to conduct special collections of household hazardous waste materials that had accumulated at County solid waste facilities subsequent to the last collection date, with total cost not to exceed $8,000. In discussions with DEM personnel, Recycling Coordinator Eileen O'Hora -Weir advised that the department receives several calls per week from irate members of the community about the lack of facilities to receive residential and commercial hazardous wastes. Auditors also understand that certain hazardous wastes and banned wastes continue to enter County landfills since no systematic screening is in place at transfer stations, scale houses, or landfills to screen sublayers of refuse and contents in sealed waste disposal bags. Possible State Department of Health (DOH) Violations DEM and contractor EnviroServices may have been in violation of DOH transfer station permits pertaining to "Additional Permit Conditions for Each Convenience Center, Number (4) ", which states: "Should a Household Hazardous Waste Collection be conducted at a Transfer Station facility, a notification of collection date, an updated operational plan, and a specific site layout shall be submitted to the department for review and approval at least sixty (60) days prior to the collection date. The HHWC operational plan shall include a site cleanup plan." Upon inquiry to the DOH -Solid Waste Branch (DOH -SWB), environmental engineer Sue Liu indicated that the County had not submitted plans. DEM was apparently unaware of this requirement. DEM Director Barbara Bell and Recycling Coordinator O'Hora -Weir stated that 75 Chapter 3 HOUSEHOLD HAZARDOUS WASTE PROGRAM since DOH had never formally communicated this requirement, DEM had not submitted collection event plans. In a follow up communication on April 7, 2006, Ms. O'Hora -Weir indicated: "During Lono Tyson's tenure around May FY 04 -05, we sent over a copy of the operations plans provided by EnviroServices in their response to the 2002 RFP and a copy of our generic poster listing locations, dates, times, accepted and not accepted materials. Lono also included a sketch of each transfer station showing where the HHW collections occur. I'm unable to locate a copy of the submission, but do recall assisting Mr. Tyson in this submission. We can reproduce for DOH if they can't locate on their side." Possible Statutory Violations * The County's current solid waste disposal facilities do not meet the hazardous waste disposal requirements set forth in HAR §11- 58.1 -62(a) requiring implementation of a program at solid waste disposal facilities to detect and prevent hazardous waste disposal. Upon inquiry to DEM, Director Barbara Bell responded that she was unaware of and is unsure of the meaning of the statutory requirement contained in HRS §342G- 26(f)(3), which provides that household hazardous wastes collected by the counties shall be disposed of by a State program. In a follow up inquiry, Recycling Coordinator O'Hora -Weir stated that: "The statute is archaic as the State no longer has a Household Hazardous Waste disposal program. The only State program currently is for used motor oil and the County participates in that program." She further indicated that she had spoken to Lene Ichinotsubo of DOH -SWB, and that Ms. Ichinotsubo had confirmed that the only State program currently in place is for disposal of used motor oil. Auditors contacted Ms. Ichinotsubo and requested that DOH provide some documentation that this portion of the statute is no longer applicable. Ms. Ichinotsubo indicated she could provide verification that the only state program currently in place is the used motor oil program, but could not further address the applicability of the statute. Further inquiry and documentation by DEM are needed to establish whether a statutory violation has occurred; what, if any, portion of the statute is applicable; and what, if any, changes to the County's program are required. Diversion Rate for Fiscal Year 2004 -2005 According to its web site, the EPA estimates that each person in the United States produces an average of four pounds of household hazardous waste each year. The 2004 Hawaii County Data Book indicates a population of 162,601 residents as of July 1, 2004. Based on these figures, the total household hazardous waste generated in the County during fiscal year 2004 -2005 would have been approximately 325 tons. According to DEM's 2004 -2005 annual report to DOH, 86.32 tons of household hazardous wastes were collected by EnviroServices during its four semi - annual "household waste collection" events. This represents a diversion rate of approximately 26.5 percent, and a landfill rate of approximately 73.5 percent. 76 Chapter 3 HOUSEHOLD HAZARDOUS WASTE PROGRAM Findings 1. The County's current solid waste system or process does not meet the statutory requirements of HAR §11- 58.1 -62 (a) for detecting and preventing the disposal of regulated hazardous waste in solid waste disposal facilities. • Household hazardous wastes continue to be disposed of in County landfills due to a combination of factors: • Physical inspection of all incoming waste at landfills is not currently feasible. • Not all residents are educated as to proper disposal of hazardous wastes. • Not all residents will follow proper disposal practices. • No permanent sites exist for the ongoing collection of specific hazardous wastes. 2. DEM management is not fully acquainted with all regulatory and reporting requirements applicable to the County's household hazardous waste program. • DEM is unsure of the meaning of hazardous waste disposal requirements contained in §HRS 342G- 26(f)(3). Though the statute is not currently being enforced by the State, the department should be aware of its existence and should obtain a written determination from DOH of its applicability. • DEM was unaware of Convenience Center Permit condition number 4, requiring that if household hazardous waste collections are held at transfer stations, the County must file a notification of collection date, an updated operations plan, and a specific site layout for DOH review and approval 60 days prior to each event. 3. Public support for the County's semi- annual household hazardous waste collections events is high. The County's household hazardous waste program experienced a 62 percent increase in tonnage collected during fiscal year 2004 -2005, indicating strong public support for proper hazardous waste disposal, recycling, and diversion. 4. The absence of permanent County hazardous waste collection facilities promotes illegal disposal at landfills and illegal dump sites. Although semi - annual collection events are increasingly successful, calculations based on EPA estimates of annual household hazardous waste pounds generated per capita, 2005 County Data Book population statistics, and fiscal year 2004 -2005 diversion rates, indicate that only about 26.5 percent of household hazardous wastes had been diverted or recycled in the County. This leaves an estimated 73.5 percent, or approximately 238 tons of hazardous waste, being disposed of in the County's landfills or at illegal dumpsites. 77 Chapter 3 HOUSEHOLD HAZARDOUS WASTE PROGRAM 5. DEM's monitoring, control, and reconciliation procedures related to household hazardous waste collection and contractor billing are inadequate. Contractor claims of household hazardous waste collected at semi - annual events do not reconcile with documentation for end disposal. The accuracy of contractor reports for weights collected and for weights disposed cannot be independently corroborated. • Documentation from certified reuse and disposal facilities verifying end disposal of household hazardous wastes by waste type cannot be found in DEM program files. Recommendations 1. We recommend that DEM together with the County review current procedures and research possibilities for new economically feasible technologies, facilities, and procedures that would identify and prevent hazardous wastes from entering County landfills. 2. We recommend that the County establish permanent sites for ongoing collection of both household and commercial hazardous wastes. 3. We recommend that DEM clarify the applicability of HRS chapters 342G and 342J to the County's household hazardous waste program, and either bring the program into compliance with statutory requirements or obtain a legal determination that compliance is being waived by the State. 4. We recommend that DEM implement procedures for reconciliation of contractor collections reports with shipping manifests and delivery receipts from certified reuse and disposal facilities. Subsequent Events Regarding Finding No. 2 and Recommendation No. 3 above, auditors received a letter from DOH - SWB Chief Steven Chang dated April 27, 2006, stating: "The State currently does not have a household hazardous waste disposal program. We understand that legislative appropriations were previously made for such a state collection/disposal program. However, when appropriations ended around 1992, so did the program." This communication further supports information provided by the department during the audit period. Therefore, auditors make no finding of non- compliance by DEM with that portion of HRS §342G- 26(f)(3) requiring that "[t]he household hazardous wastes collected by the counties shall be disposed of by a state program." However, given the lapse of appropriations over the last 14 years, the State's commitment to the statutory requirements is called into question. 78 Chapter 3 HOUSEHOLD HAZARDOUS WASTE PROGRAM Also regarding Finding No. 2, subsequent to completion of audit fieldwork on April 25, 2006, DEM provided copies of e-mail correspondence exchanged by County Recycling Coordinator O'Hora -Weir and DOH -SHWB environmental engineer Sue Liu from April 21, 2006 to April 26, 2006. The e- mails discuss and confirm DEM's re- submission and DOH's receipt of information on household hazardous waste collections and standardization of operations, dates, times, and locations of the semi- annual collection events beginning in 2005. Ms. Liu also confirmed receipt from EnviroServices of an operations plan as part of its 2002 program proposal. Ms. Liu states: "We will use this information as your required notification of your HHW collections until the end of EnviroService's contract, as operations may change thereafter. If they are to occur, the County shall notify us of any changes in dates /time, location or operations during the period of EnviroServices's current contract. In addition, notification shall be made for HHW collections after the termination of Env iroServices's current contract." Fiscal year 2005 -2006 is the final extension year permitted under original Contract No. 03041. Therefore, DEM needs to initiate and complete a new IFB or RFP process to provide for continuation of the County's household hazardous waste program. The department had not initiated the procurement process as of the date of auditors' completion of fieldwork. 79 Chapter 3 WEST HAWAII MATERIAL RECOVERY FACILITY WEST HAWAII MATERIAL RECOVERY FACILITY Statutory Authority The contract for a West Hawaii Regional Material Recovery Facility, Phase I Design, Permitting and Construction Support Services, was procured under a Professional Services Award, pursuant to Hawaii Revised Statutes (HRS) Section 10313-304. Prior to the beginning of each fiscal year, the head of each purchasing agency is required to publish a notice inviting submissions of qualifications. A designated review committee evaluates all submissions and prepares a list of qualified vendors. When a purchasing agency requires a particular professional service, the purchasing chief designates a selection committee with education, training, and licenses or credentials in the service area. The selection committee evaluates the list and ranks a minimum of three vendors. The ranked list is then submitted to the purchasing agency for contract negotiation. Audit Narrative The Contract for the West Hawaii Regional Material Recovery Facility, Phase I Design, Permitting and Construction Support Services, to be located at the West Hawaii Landfill at Pu`uanahulu encompassed four components: a Compost Facility, a Salvage Facility, an Abandoned Vehicle Impound Facility, and an Equipment Staging Area. • The scope of work for design of the Compost Facility included infrastructure capable of receiving FOGS (fats, used cooking oil, grease -traps waste) and receiving and processing green waste and biosolids, and preparation of construction level plans, specifications and other necessary documents to support design. The facility size requirement was a minimum 10 acres to include infrastructure and utilities necessary to support office and maintenance areas and an approximately one -acre composting area (including receiving bays for biosolids and FOGS, a pre- mix and mixing area, an aerated static pile area with supporting negative pressure piping system, a leachate control system, and perimeter buffer areas), a curing area, a final screening and finished product stockpile area, and a green waste grinding and composting area. Green waste would originate from West Hawaii, and biosolids and FOGS would be generated island -wide. Estimated quantities were as follows: Green waste — 8,000 - 15,000 tons per year; Biosolids — 1,000 tons per year; Grease Trap Waste — 4,000 -5,000 tons per year; and Used Cooking Oil — 800 -1,000 tons per year. • The scope of work for design of the Salvage Facility included infrastructure capable of receiving, processing and baling vehicles, white goods and scrap metal for recycling, and preparation of construction level plans, specifications and other necessary documents to support the design. Design requirements included all infrastructure and utilities necessary to support receiving, storage and processing of waste vehicles, white goods, tires, lead -acid batteries, and uncontaminated scrap metal. Waste materials would originate from West Hawaii. Estimated quantities were as follows: Automobiles — 1,000 units per year; White Goods — 500 units per year; Used Tires — 5,000 units per year; Lead -Acid Batteries — 1,000 units per year; and Scrap Metal — 5,000 units per year. 80 3 WEST HAWAII MATERIAL RECOVERY FACILITY • The scope of work for design of the Abandoned Vehicle Impound Facility included infrastructure capable of temporary storage of abandoned vehicles, and preparation of construction level plans, specifications and other necessary documents to support the design. Design requirements included all infrastructure necessary to support the temporary vehicle storage area and secure the facility and its contents to prevent theft and vandalism. The scope of work for design of the Equipment Staging Area included infrastructure capable of temporary storage of roll -off bins, truck tractors, trailers and other materials recovery support equipment, and preparation of construction level plans, specifications and other necessary documents to support the design. Design requirements included all infrastructure necessary to support the temporary equipment storage area and secure the facility and its contents to prevent theft and vandalism. Procurement documentation in the program file included a summary of qualifications, a procurement of professional services checklist, three evaluation sheets, a screening committee summary, and the Department of Environmental Management (DEM) Director's evaluation sheet. The checklist listed the Solid Waste Division Chief, the Recycling Coordinator, and an Engineer V from the Wastewater Division as members of the screening committee. Of the top three environmental planning consultants on the County's list of professional services contractors, the screening committee ranked DR Associates first. DR Associates was also recommended by DEM Director Barbara Bell. The committee's recommendation was submitted to the County Purchasing Agent, who awarded Contract No. 0360 dated June 30, 2005, to DR Associates, in the amount of $120,000, to be completed within 245 days. Exhibit A to the subject contract contained the following project timeline for tracking and monitoring of the Consultant's performance: 1. Initial Consultant Meeting: no later that July 31, 2005. Audit Update: Kick -Off Meeting minutes dated August 23, 2005, indicate 12 people in attendance. 2. Prepare Technical Memorandum and Preliminary Layout: no later that August 31, 2005. Audit Update: An undated copy of the Technical Memorandum and Preliminary Layout was observed in the program file. 3. Prepare 60% Draft Plans & Specifications: no later than October 31, 2005. Audit Update: No plans were observed in the program file. 4. Prepare 90% Plans & Specifications: no later than thirty days after receipt of review comments from building permit agencies, vendors, and County. Audit Update: No plans were observed in the program file. 81 Chapter 3 WEST HAWAII MATERIAL RECOVERY FACILITY Prepare Final Plans & Specifications: no later than thirty days after receipt of County comments. Audit Update: No plans were observed in the program file. 6. Prepare DOH Solid Waste Management Permit Applications: no later that October 31, 2005. Audit Update: No documentation pertaining to any DOH -Solid Waste Management Permit application was observed in the program file. 7. Prepare Stormwater Permit Applications: no later than thirty days after completion of Final Plans and Specifications. Audit Update: No documentation pertaining to any Stormwater Permit application was noted in the program file. DR Associates itemized invoices by project component, referring to the Compost Facility as Task 1, the Salvage Facility as Task 2, the Abandoned Vehicle Impound Facility as Task 3, and the Equipment Staging Area as Task 4. Within each invoice, the contractor further itemized each task by number of hours spent, dollar amount billed, and percentage of task completed. As of Invoice No. 4 dated December 2, 2005, Task I (the Compost Facility) was listed as 66.67% complete, Task 2 (the Salvage Facility) as 91.67% complete, Task 3 (the Abandoned Vehicle Impound Facility) as 12% complete, and Task 4 (the Equipment Staging Area) as not having commenced. The total amount billed was $26,443.55. All documents in the program file were dated between June 2005 till December 2005, and no documents were dated thereafter. The subject contract is still ongoing and has not been completed. Findings 1. Proper documentation for procurement of this contract was contained in the program file. There appeared to be no irregularities with this procurement of professional services. The contract commenced on June 30, 2005, during the audit period, and is still open and ongoing. 2. A deficiency was noted on County of Hawaii Certification of Compliance (SPO Form -22) referencing Hawaii Administrative Rule §3 -122 -112, providing the contractor "maintains a Certificate of Good Standing from the Department of Commerce and Consumer Affairs (DCCA), Business Registration Division." That provision was lined out and initialed, the form was signed, and a title description of "Sole Proprietor" was written on the form. However, no explanation or authorization was provided as to why this deletion was made. However, Contract No. 0360 in its "Special Provisions ", item no. 30, subsection "Requirement for award ", provides in pertinent part: "As evidence of compliance, Offeror shall submit a `certificate of good standing' issued by the Department of Commerce and Consumer Affairs Business Registration Division (BREG). A Hawaii business that is a sole proprietorship, 82 3 WEST HAWAII MATERIAL RECOVERY FACILITY however, is not required to register with the BREG, and therefore not required to submit the certificate. An Offeror's status as sole proprietor or other business entity and its business street address indicated on the Offer Form OF -1 will be used to confirm that the Offeror is a Hawaii business." 3. A discrepancy was noted on supporting documentation detailing scope of work. Contract No. 0360, in its Exhibit A, "Scope of Work," contained a seven -stage project timeline that was used to track and monitor the Consultant's performance. As discussed above, progress as to Stages One and Two was documented in the program file. However, progress as to Stages Three through Seven was not documented, with the exception of Consultant's Invoice No. 4 dated December 2, 2005, itemizing percentages of completion for each of the four project components. Recommendations 1. We recommend that DEM retain in its program file any and all documentation pertaining to changes noted on any County form or contract. Should any Contractor or Consultant mark or change any County form, documentation and authorization needs to be provided. 2. We recommend that DEM require a Contractor or Consultant to comply with contractual timelines for submittal of required plans and applications and should document said compliance in the program file. The program file should also include complete copies of submitted plans and applications, any agency continents and approvals generated after plan and application review, and any responsive communications or revised plans and applications submitted by the Contractor or Consultant. 3. We recommend that DEM assign specific personnel to track and monitor a Contractor's or Consultant's performance and compliance with contractual requirements prior to payment of any invoices for services. DEM should not accept invoices that do not document scope of work completed within contractual timelines. It is further recommended that a checklist of project tasks and timelines be attached to the front of each contract or program file to facilitate monitoring by department staff. 83 Chapter 3 TIRE RECYCLING PROGRAM TIRE RECYCLING PROGRAM Statutory Authority Hawaii Revised Statutes (HRS) section 342G- 25(b)(5) requires that the County's Integrated Solid Waste Management Plan include "a special waste component," and HRS §342G -26(e) includes "tires" as one type of "special waste ". HRS §3421 -22, "Motor vehicle tires; disposal in landfill or municipal solid waste incinerator prohibited," provides: "(a) No person shall place a whole motor vehicle tire in mixed municipal solid waste, or shall discard or otherwise dispose of a motor vehicle tire except by delivery to any motor vehicle tire retailer, tire wholesaler, or to an authorized tire collection or authorized tire recycler. (b) No motor vehicle tire retailer shall dispose of a motor vehicle tire except by delivery to the agent of a motor vehicle tire wholesaler or to a motor vehicle tire manufacturer, or to an authorized motor vehicle tire recycler. (c) Each tire improperly disposed of shall constitute a separate offense. (d) For each violation of this section a violator shall be subject to the penalties and remedies provided under sections 342H -9 Penalties; 342H -10 Administrative penalties; and 342H -11 Injunctive Relief. (e) Variances to these provisions may be granted by the director based on written requests submitted by a permitted disposal facility." HRS §342I -26 establishes registration and recordkeeping requirements for all facilities that accept used tires, including, but not limited to, tire retailers, wholesalers, transporters, collectors, and recyclers. HRS §342I -27 establishes the authority to levy a surcharge on all motor vehicle tires imported to the State after September 30, 2000, and before January 1, 2006. HRS §342I -29 provides that surcharge revenues may be used to: 1) support permitting, monitoring and enforcement activities, including personnel costs related to used tire management, collection, recycling, and disposal facilities; 2) promote improved market development and reuse opportunities for recovered motor vehicle tires; 3) promote tire recovery, recycling, and reuse through education, research and demonstration projects; 4) implement the surcharge program; 5) support programs to prevent illegal dumping; and 6) clean up improper tire disposal sites, including conducting related environmental assessments and remediation." Hawaii Administrative Rules §11- 58.1 -65(c) bans all motor vehicle tires from permitted disposal facilities after June 30, 1994, and further requires facility operators to develop plans to implement the ban. 84 Chapter 3 TIRE RECYCLING PROGRAM While HRS §3421 -22(a) creates some ambiguity through the use of the term "whole motor vehicle tire" as opposed to "cut or quartered tires," Recycling Coordinator Eileen O'Hora -Weir indicated that through various verbal communications, the State Department of Health (DOH) has clearly communicated its intent to ban all used tires, whole or cut, from municipal landfills and its concern over the lack of evidence from Hawaii County about its efforts to implement a complete ban. Auditors reviewed the operations plans for the Hilo and Kona landfills that were in effect for the audit period. The Hilo plan dated March 16, 1994, addresses the ban and non - acceptance of "whole" tires at Appendix C, paragraph 3.3.8. The Kona operations manual dated September 10, 1993, does not specifically address procedures regarding identification and rejection of tires. Audit Narrative IFB No. 2073 — Contract No. 4076 Invitation- far -Bid (IFB) No. 2073 was published April 9, 2003, for removal, cutting and disposal of vehicle tires rejected at the Hilo and Kona landfills or removed from abandoned vehicles at the Hilo and Kona sites. Addendum No. 1 issued April 17, 2003, provided that preference be given to proposals to divert used tires from Hawaii landfills over proposals to cut and landfill them. The preference included a per ton price reduction of $65 and a 20 percent preference reduction. The County received three responsive bids. A handwritten note was included in the Department of Environmental Management (DEM) program file indicating that Hawaii Metal Recycling dba Big Island Recycling (HMR) telephoned to acknowledge receipt of Addendum No. 1, but indicated that it would not be amending its original bid. No written confirmation from HMR on this matter was observed in the program file. Of the three bids documented in the program file, HMR's bid to cut and landfill used tires was the lowest before application of the aforementioned preference reductions. Big Island Scrap Metal (BISM) was the only bidder proposing to divert and recycle used tires, and after application of preference reductions, its bid was the lowest. The DEM program file did not include documentation as to a "priority list" of responsible bidders, even though IFB No. 2073 stated that "recycle /reuse was preferred" but was not required. Based on documentation included in the DEM program file, it appears that further discussion was only conducted with BISM, with a final award to BISM of Contract No. 4076 on November 10, 2003. The contract term was from November 10, 2003 to November 9, 2004, with payment terms of $240 per ton and a maximum payout of $120,000, and the possibility of five one -year extensions. The contract prohibited co- mingling of used tires accepted from "other" sources. The foregoing procurement appears to have been in compliance with State and County procurement laws, with the only possible issues being better documentation of bidder responses to contract addenda and development of a "priority list" of responsible bidders or written determination that such a list was not required. 85 Chapter 3 TIRE RECYCLING PROGRAM During the contract period November 10, 2003 to November 9, 2004, BISM stockpiled all tires it collected while awaiting required permits and approvals related to the manufacture, storage, and use of cement encased tire blocks for reuse in construction projects. By correspondence to the contractor dated September 24, 2004, DEM declined to renew BISM's contract due to its failure to obtain required permits and approvals and to process collected tires. By letter to Mayor Kim dated September 28, 2004, BISM objected to DEM's decision not to renew its original contract. However, Item No. 10 of IFB No. 2073 provides: "Contractors may offer to continue services as specified for up to five additional twelve (12) month periods. Assuming satisfactory performance, it is the intention of the County to renew the price -term agreement to fulfill future needs. Contractors need not provide such a quote, and should they elect not to, the lack of any option year quote will not be a consideration in making an award. The County shall retain the right to call for new bids at the end of the original contract year or any option year, regardless of what may or may not have been provided for in any option year(s) in the original bid." Therefore, it appears reasonable that DEM did not renew this particular contract. Pursuant to 1 AR §3- 122 -3, the Purchasing Division did extend BISM's contract for 90 days from November 9, 2004 to February 7, 2005, to allow time for a new IFB process. In a follow up letter to BISM dated November 24, 2004, the Purchasing Division required that all invoices include only tires processed up to February 7, 2005, and that all invoices be submitted to DEM within 30 days of the February 7, 2005 contract expiration date. BISM's invoice dated June 14, 2005, for baling and shipping of 168.34 tons of tires to a mainland crumber, was subsequently paid by the County. No documentation was found in either DEM or Purchasing Division files regarding the decision to process the BISM invoice which was submitted more than four months after the contract expiration date. IFB No. 2160 — Contract No. 000506 New IFB No. 2160 issued December 10, 2004, was opened on January 5, 2005. BISM was the sole bidder. The County negotiated a new contract with BISM, awarding new Contract No. 000506 dated February 6, 2006, for the contract term January 2006 through December 2006, at a rate of $360 per ton and allowing up to six annual extensions. It should be noted that had DEM extended BISM's original Contract No. 4076, the previously negotiated 2006 rate would have been $260 per ton. Recycling Coordinator O'Hora -Weir advises that the lack of response to IFB No. 2160 was due to larger processors not being interested in the low volume of used tires involved. She indicated that used tires are normally included as a part of a contract for scrap metal recycling. However, since BISM is the contractor for both the County's scrap metal and used tire recycling programs, it is unclear why DEM did not extend BISM's original tire reuse contract until such time that BISM's scrap metal recycling contract was due for rebid, and incorporate tire reuse as a part of a new combined IFB. 86 3 TIRE RECYCLING PROGRAM It is also unclear why DEM did not provide IFB information to another bidder whose interest is discussed in communications found in the Used Tire Recycling program file: An e-mail from DEM secretary Sharon Henry to Recycling Coordinator O'Hora -Weir dated August 23, 2004, with a handwritten note from Solid Waste Division Chief Lono Tyson to Ms. O'Hora -Weir states: "Unitek is vv interested in bidding tire contract. Unitek currently has several big island contracts for tire recycling, CostCo -Car Rental Cos... ". The e -mail states that Ms. O'Hora -Weir cannot find contact information for Unitek and requests the same from DEM Director Bell. An e-mail from DEM Director Bell to Purchasing Agent Bill Gray dated January 3, 2005, states: "I'm curious, was a bid mailed to Unitek? They had expressed interest for this bid previously." Mr. Gray's response includes: "No record of sending to Unitek — my 11130 memo requested names of any interested parties, but none were forthcoming. Do you have an address or contact name /number ?" DOH Permits In June 2005, BISM applied to the State Department of Health (DOH) for permit modifications to allow for tire baling and increased storage capacities. DOH issued modified permits in September 2005. However, while the modified permits increased storage capacities, they did not allow increases to levels requested by BISM. It should also be noted that BISM did not obtain required DOH permits and approvals for the manufacture, storage, and reuse of cement encased tire blocks until issuance of a "pilot project" permit for production of 60 tire blocks during the 2006 -2007 fiscal year. DEM's program file contains documentation of its communications to BISM regarding: 1) the necessity and requirements for approval of production and use of concrete encased tire blocks, 2) DOH permit capacity limitations for tire baling and storage at both the Kona and Hilo landfill sites and reiterating the necessity for compliance, and 3) a request that stockpiled tires be shipped to a permitted tire recycler for crumbing. It appears from the program file that DEM was diligent in its attempt to administer and manage BISM's contract in compliance with regulatory requirements and program intent. On March 13, 2006, DEM Director Bell, Solid Waste Division (SWD) Chief Mike Dworsky, and Recycling Coordinator O'Hora -Weir advised auditors that the County and BISM are currently in compliance with all DOH permitting requirements with the exception of inventory/storage quantities. DEM anticipates that inventory/storage quantities will also be brought into compliance by the end of fiscal year 2005 -2006, as the contractor is procuring a second baling machine and has obtained the aforementioned "pilot project" permit for its concrete block encasement project. In several communications dated after the audit period, DOH notified DEM and BISM of potential violations of solid waste management permits for the Hilo and Kona sites. Specifically, in communications dated January 4, 2006 and January 6, 2006, DOH cites violations relating to quantity of tires and storage of tires outside of designated containers at both sites. 87 Chapter 3 TIRE RECYCLING PROGRAM Public Complaint Observed in the program file was documentation of DEM's follow up on an "Information and Complaint Request for Investigation and Service Report" form dated March 22, 2004, filed by Donald Leopoldino of Leo's Rubbish. The complaint form indicates that Mr. Leopoldino followed a truck into the Hilo transfer station on the morning of March 22, 2004, and witnessed it going into the BISM processing yard and dumping a load of whole tires. Mr. Leopoldino stated that he questioned the security guard on duty and was told by the guard that he had been instructed by the County to direct the public to dump tires in the area used by BISM. A memo in the program file indicates that Recycling Coordinator O'Hora -Weir called BISM's Mike Allen to follow up on the complaint. When Mr. Allen inquired of employees, and was told that no one had seen or accepted any tires, he stated that he would check if tires had been illegally dumped in an area other than the tire processing area. Ms. O'Hora -Weir adds that she asked former SWD Chief Lono Tyson to research whether County personnel had, in fact, misinformed the security guard. A memo from Mr. Tyson to SWD personnel and transfer station security guards dated March 23, 2004, entitled "County of Hawaii used tire contract clarification," instructed that BISM accept only used tires delivered by County SWD personnel and that the public was not to drop off used tires at any salvage or solid waste management facility. Mr. Tyson's memo also set forth DEM policy for dealing with the public with regard to disposal of used tires and County reporting requirements for acceptance of used tires. Since the "follow -up" section of the complaint form was left blank, it is unclear whether County personnel had disseminated incorrect information and/or whether the load of tires had been located. However, the form does indicate that Ms. O'Hora -Weir met to discuss the complaint with Mr. Leopoldino on March 25, 2004, and that he was given a copy of the form. Findines 1. The County's Updated Integrated Solid Waste Management Plan and DEM's landfill operations manuals do not address "banned waste" in accordance with State statutes and administrative rules. The only used tires currently addressed in the County's tire recycling program are whole tires removed from County landfills and tires removed from dismantled vehicles through the scrap metal program. Recycling Coordinator O'Hora -Weir informed auditors that the disposal of a majority of used tires is conducted by and through tire retailers, most of whom contract with private rubbish haulers who continue to cut and landfill them. She indicates that various large volume tire recyclers have indicated that they have not responded to County IFBs for its tire recycling program because of the small volume of whole tires involved, but that when the County implements a total ban from landfills of used tires, cut and whole, they would be interested in establishing a presence on the Big Island. 2. DEM's program files are incomplete as to procurement documentation. No documentation can be found in the DEM program file that a "priority list" of responsible bidders for IFB No. 2073 was developed, or that the list was referred to when problems arose in 88 Chapter 3 TIRE RECYCLING PROGRAM negotiations with BISM. It also appears from the program file that at least one potential bidder was not supplied with the IFB packet. 3. DEM did not timely respond to Purchasing Division requests for the "Award Recommendation" and the "Renew Rebid" for IFB No. 2073. A minimum of four written notices each were sent to the department from Purchasing. 4. Available documentation indicates that DEM acted properly regarding the following: + Amending IFB No. 2073 to give preference to a recycle /reuse proposal. + Attempting to support BISM's proposed "new" recycle market development project. 5. DEM's decision not to renew the original BISM contract was in compliance with contract terms. The contractor had not met specific performance requirements set out in IFB No. 2073 and Contract No. 4076, and the County had retained its right to call for new bids at the end of the original contract year or any option year. 6. DEM's procedures for notifications to contractors of its "intent not to extend" are inadequate. While DEM was within its contractual rights not to renew Contract No. 4076, its notification of non - renewal to BISM was limited to one line at the end of an e-mail dated August 9, 2004, regarding permit compliance and year end reporting. Due to the contractual requirement for 90 days notice, a written communication from DEM on County letterhead should have been sent to the contractor, together with some method of return- receipt confirmation. 7. DEM's issuance of a new contract rather than renewal of its original contract with BISM may not have been cost effective. + Consideration should have been given to: o Retaining the lower 2006 per ton rate under BISM's original contract. o Allowing the coupling of BISM's tire recycling and scrap metal contracts. o Researching possible program changes to attract additional bidders. S. Contractor's certificates of insurance were in error. The certificates of insurance submitted by BISM list the "County of Hawaii, Purchasing Department" as the additional insured rather than the "Department of Environmental Management ". 89 Chapter 3 TIRE RECYCLING PROGRAM 9. DEM did not implement sufficient controls to ensure that only tires allowable under contract were included in weights billed to the County. Auditors noted a written communication from DEM to BISM prior to contract issuance, requesting submission of the contractor's plan for segregation of program tires from non - program tires. BISM responded that it was aware of the need for segregation but had no idea how to control it, and requested input from the County. There is no documentation in the program file of any recommendations from the County, or any controls being implemented by the contractor. 10. DEM's internal accounting procedures are inadequate. Funds in the amount of $79,598.40 continue to be encumbered for Contract No. 4076 though it had been terminated in November 2004, and a new contract had been issued to the same vendor for the same program. In discussion with DEM Accountant Robin Bauman, there is no formal internal procedure for authorizing the liquidation of an encumbered balance of a closed contract. Ms. Bauman indicates that the Recycle and Diversion Group continues to use the Partial Delivery Receiving Report (PDRR) form though it is no longer a required document. She further communicated her understanding that the Finance Department is working on developing a report utilizing the County's FRESH accounting system to show outstanding encumbrances in order to facilitate departmental review and update of contract accounts. 11. DEM's monitoring and verification of shipping manifests with end - recycler receipts are in place and adequate. 12. DEM does not maintain sufficient documentation of potential contractor issues and violations or the subsequent corrective actions and resolutions of said issues and violations. 13. DEM does not provide transfer station personnel with adequate training and written policies and procedures related to site operations. 14. DEM was very timely in its investigation and follow up on a public complaint about possible program violations. 15. The State may not be in strict compliance with statutory provisions regarding its use of the Environmental Management Special Fund for tire reuse programs. • HRS §3421 -29(2) provides that the Special Fund shall be used to promote improved market development and reuse opportunities for recovered motor vehicle tires. • HRS §3421 -29(3) provides that the Special Fund shall be used to promote tire recovery, recycling, and reuse through education, research, and demonstration projects. G 3 TIRE RECYCLING PROGRAM Recommendations 1. We recommend that the County Code, Updated ISWMP, and DEM landfill operations manuals be reviewed and further updated to be consistent with the State ban of used tires from County landfills. 2. We recommend that DEM implement a process to ensure that all interested parties are included in the IFB process to ensure strict adherence with procurement laws and to enable the County to contract for quality services at reasonable prices. 3. We recommend that the Purchasing Division and DEM determine whether file documentation can be improved to develop a priority list for procurements. 4. We recommend that DEM implement formal policies and procedures for program review and contractor evaluation to better determine whether a current contract should be extended or a new procurement process should be initiated: • Including a cost/benefit analysis of contract extension versus new procurement. • Allowing sufficient time for a proper competitive procurement process. • Providing for timely execution of a contract extension or issuance of a notice of procurement. • Providing internal and external procedures and forms for documentation, authorization, and communication of contract awards. S. We recommend that DEM determine why timeliness in its procurement is problematic and implement appropriate countermeasures to ensure that: • Responses to written requests from the Purchasing Division regarding procurements, contract awards, and contract extensions are communicated in a timely manner. • Procurements are initiated and completed in a timely manner. • Contracts are awarded in timely manner. 6. We recommend that DEM develop formal procedures and forms for authorization of contract- related changes such as account balance liquidation. 7. We recommend that DEM review documentation submitted by contractors for compliance with contractual and regulatory permit requirements. 8. We recommend that DEM develop policies and procedures pertaining program incident resolution and reporting. 91 Chapter 3 TIRE RECYCLING PROGRAM 9. We recommend that DEM provide staff with clearly defined job responsibilities and adequate training and policy guidance regarding transfer station operations and contractor monitoring duties. 10. We recommend that DEM implement the changes necessary to provide the capability to obtain accurate estimates of volumes to be processed for inclusion in procurement and contract documents. 11. We recommend that DEM implement a mechanism for ongoing measurement of inflow volumes. 92 Chapter 3 EPA GRANTS EPA GRANTS PHASE I: KEA'AU RECYCLING AND REUSE CENTER (KRRC) Statutory Authority In 2002, Environmental Protection Agency Western Region IX (EPA) allocated federal funds to develop an educational, planning, and pilot reuse center project. The grant was regulated under the EPA Resource Conservation and Recovery Act (RCRA) of 1976, the Office of Management and Budget (OMB) Circular A -102, "Grants and Cooperative Agreements with State and Local Governments," and the Code of Federal Regulations (CFR), Title 40 - Part 31, "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments." On the State level, any procurement process under this grant must comply with Hawaii Revised Statutes (HRS) Chapter 103D, "Hawai`i Public Procurement Code ", and Hawaii Administrative Rules (HAR), Title 3, Subtitle 11, "Procurement Policy Board," Chapter 122, "Source Selection and Contract Formation." On the County level, this procurement was exempt under Hawaii County Code, Section 2 -141, "Applicability to noncounty funds; cosponsored activities," which provides: "Nothing in this article shall be construed to apply to the appropriation of funds: (1) Provided to the County for a stated purpose by any person, private entity, or government entity; or (2) Made to an agency for any activity or program co- sponsored by the agency and a private or government entity or entities." Audit Narrative According to DEM project file documentation, early in his administration on or about January 2001, Mayor Harry Kim met with the Hawaii Island Economic Development Board (HIEDB), a 501(c)3 non - profit networking business organization, and told the group that waste management and recycling were among his top priorities. HIEDB's stated mission is to provide and promote private sector support and expertise for balanced economic growth in Hawaii County, in partnership with federal, State, County, and private resources. By informal agreement between Mayor Kim and HIEDB, an effort was initiated to pursue public and private partnerships among business, labor, and community leaders, environmental advocates, and the recycling industry to develop a waste management plan. A small ad hoc planning group was organized consisting of County departmental staff and business leaders in the Hilo community. Monthly meetings were held to develop a general strategy and feasibility plan, an inventory of resources, and a project plan. A request was made by the group to U.S. Senator Daniel Inouye in March 2001 to consider a pilot project for fiscal year 2001 -2002, and congressional legislative language was drafted in May 2001. In the course of discussions with the auditors, Timonie Hood, EPA Green Building Coordinator for Region 9 indicated that congressional language for the grant was drafted with the intent that the 93 Chapter 3 EPA GRANTS project be a joint collaboration between the County and HIEDB. She further indicated that the actual grant was issued solely to the County as it made it much easier for the EPA from a legal and administrative standpoint. Contract No. 3051 In early 2002, the County applied to the EPA, and on March 7, 2002, was awarded Grant ID No. X- 97917701-1 in the amount of $400,000. The grant was to be used to establish and implement a community development model for renewable resource management by upgrading solid waste transfer stations into community recycling centers. On September 30, 2002, the County entered into a Memorandum of Agreement (MOA) and Contract No. 3051 with HIEDB for management of a pilot project at the Kea`au Refuse Transfer Station, later named the Kea` au Recycling and Reuse Center (KRRC). On January 18, 2003, after conducting two cycles of procurement, the first of which attracted no responsive bidders, HIEDB entered into an Agreement with Recycle Hawaii (RH), a 501(c)3 non- profit educational organization, to operate a recycling and reuse demonstration process at KRRC. RH's stated mission is to promote resource awareness and recycling on the Island of Hawaii through education and information about environmentally sound resource management and recycling opportunities for a more sustainable future. The term of the agreement was for 12 months from January 18, 2003 to January 29, 2004, in the amount of $224,000. On March 8, 2003, RH entered into an Agreement with HMP, Inc. dba Business Services Hawaii (BSH), a for -profit corporation, to provide roll -off containers at KRRC for collection of recyclable materials and to haul materials to end market recyclers. The collected and recycled materials included aluminum, glass, scrap metal, mixed and white paper, magazines, books, cardboard, green waste, and plastics #1 and 42. The term of the agreement was for nine months from March 29, 2003 to December 31, 2003, in the amount of $53,450. Subsequently, a second agreement between RH and BSH for continuation of services was entered into on March 2, 2004, for the six -month period from January 1, 2004 to June 30, 2004, in the amount of $16,048. A third and final agreement between RH and BSH to continue services was entered into on July 1, 2004, for a one -year term from July 1, 2004 to June 30, 2005, in an amount up to $62,667.84 (which figure was based on the per ton reimbursement for end market recycling of the various materials collected). On July 21, 2003, HIEDB entered into a Supplemental Agreement with the Rural Community Assistance Corporation (RCAC), a non -profit 501(c)3 organization, to provide strategic planning at KRRC. RCAC's stated mission is to assist rural communities in achieving their goals and visions by providing training, technical assistance and access to resources. RCAC also offers meeting and conference planning assistance from site selection, contract negotiation, budget development, catering, special event coordination, and preparation of marketing and registration materials. RCAC was specifically hired under this agreement to create a video documentary on recycling, record and document input from community elders and kupuna in the Kea`au district, and conduct a strategic planning workshop for the community in December 2003. The term of the agreement was for seven months from July 21, 2003 to January 29, 2004, in the amount of $53,908. 94 Chapter 3 EPA GRANTS Contract No. 4035 On August 7, 2003, Contract No. 4035 was issued by the County to RH, to develop and implement various recycling education and public outreach programs, -conduct public awareness activities relating to illegal dumping, sustain and expand residential used motor oil program, and conduct other training activities relating to waste reduction and re -use and recycling. The contract term was for the period July 1, 2003 to June 30, 2004, in the amount of $95,000.00, of which $40,000.00 would be charged to the Recycling Program general ledger account and $55,000.00 would be charged to the Used Oil/Disposal -State general ledger account. This contract was deemed exempt from State procurement laws pursuant to HAR §3- 120 -4, which provides a list of goods and services that the Procurement Policy Board has determined to be exempt. Included in the list of exempt services are: "Services of lecturers, speakers, trainers, and scriptwriters; because although goods and services may be available from multiple sources, their procurement by competitive means would be either not practicable or not advantageous to the State." Compensation provisions in the contract required monthly invoices, detailed budget reports of revenues and expenditures for each program, reports on program status and deliverables, and payment of monthly invoices by the County if satisfactory progress toward program completion is verified. Outreach program components included community events and workshops, printing and distribution of educational materials, publication and broadcasting of media releases, evaluation of public events, presentations and demonstrations, and continuation of a 2417 infoline and web site. Supplementary Contract No. 1 was issued to RH on January 22, 2004, in the amount of $70,000, for the period January 1, 2004 to June 30, 2004, to continue recycling at KRRC, expand the number of backyard composting /vermiculture workshops, and continue public education on re -use opportunities. Supplementary Contract No. 2 was issued to RH on July 14, 2004, in the amount of $6,205, to provide additional public outreach and educational activities including radio and newspaper spots to promote used oil drop -off sites, conduct on- site/hands -on educational activities to prevent used motor oil contamination, and pursue development of additional permanent drop -off sites for recycling of used motor oil. State CIP No. 03 -0331 After the initial 15 -month startup period at KRRC, Request- for - Proposal (RFP) No. 2127 was awarded to RH on May 12, 2004, for the period July 1, 2004 to June 30, 2005, in the amount of $142,648, for continuation of services at KRRC. Funding was obtained under a State Capital Improvement Project (CIP) No. 03 -0331. The three main contract components were recycling opportunities, re -use options, and public education and outreach programs. The scope of work for recycling opportunities entailed documenting all recyclable materials collected and diverted from the South Hilo landfill, providing information on end use of each recyclable material collected, and containerizing green waste and scrap metal to be transported to Hilo. The recyclable materials collected were to include non - vehicle scrap metal (excluding refrigerators), paper, newspaper, glossies, catalogs, white paper, mixed paper, cardboard fibers, glass, aluminum, 95 Chapter 3 EPA GRANTS and plastics #1 and #2. The facility was to be open to the public daily between 6:30 a.m. to 6:30 p.m. The contractor was to be responsible for designing, constructing, and installing signage to educate the public about proper disposal of recyclables and to direct them to specific disposal areas. The final responsibility of the contractor was to provide for safe ingress and egress at the site, to direct traffic, and provide parking and pedestrian walkways. The scope of work for reuse options entailed the operation of a materials exchange facility which is accessible daily and where the public can claim, purchase, or trade items. The contractor was to be responsible for receiving and distributing materials for productive use and providing adequate parking and safe traffic flow. The following materials were to be accepted: furniture, office equipment, toys, household appliances, garden/farm items, tools, books, clothing and fabrics, and construction material. Only materials collected and diverted from the landfill and put back into productive use could be counted as re -use items. The scope of work for public education and outreach entailed the preparation and dissemination of information about recycling and reuse island -wide. The contractor was to educate the public through signage, press releases, and advertisements, conduct workshops at the KRRC site, maintain cellular telephone access and log telephone inquiries at the site, and maintain portable restrooms at the site for use by the staff. Compensation to the contractor was to be made after receipt of monthly invoices, accompanied by reports outlining accomplishments and verification of weight tickets. Additional contract terms provided for: daily hours of operation from 6:30 a.m. to 6:30 p.m., daily staffing from 9:00 a.m. to 5:00 p.m., and adequate installation and replacement of signage as needed. Monthly reports were to include information on collections, events, contamination issues, site improvement activities, staff changes, and volunteer efforts, and a record of donations and revenues. Monthly invoices were to be submitted no later than the Wh of each month, and were to be broken down into two cost components: costs relating to collection, handling, and transport of recyclables, and costs relating to administration of the site operations. The collection and hauling costs were to be based on scaled weight tickets and charged at the following rates: $0.00 per ton for aluminum; $0.00 per ton for glass; $70.00 per ton for scrap metal; $25.00 per ton for mixed and white paper; $25.00 per ton for magazine and glossy paper; $45.00 per ton for cardboard; $50.00 per ton for green waste; and $25.00 per ton for plastic #1 and plastic #2 as listed on the County's final price form revised June 17, 2004. Administration costs were not to exceed $78,735 for the twelve -month contract period. Supplementary Contract No. 1 dated May 26, 2005, in the additional amount of $24,000, was issued for paving of the facility roadway, installation of speed bumps, and acceptance and diversion of limited construction and demolition waste within fenced and gated areas to be installed by the contractor. The cost for grubbing, grading, and paving of the roadway and installation of speed bumps was not to exceed $21,000, and development of a limited construction and demolition area was not to exceed $3,000. 96 Chapter 3 EPA GRANT'S RH — Claims for Payment Monthly contractor invoices were reviewed for the period August 2003 to May 2004. Observed were three invoices which included the following exceptions: no verification of commodities from RH, contractual services lacked sufficient documentation to support total invoiced amounts, and monthly reports from RH and BSH did not reconcile with HIEDB invoices. Reconciliation of invoiced amounts against the contractor's own detailed monthly budgets was also difficult. For example, RH submitted its Profit and Loss and Budgeted Financial Statements, but amounts indicated were year - to -date rather than the monthly figures being invoiced. It appears that RH did not comply with a contractual requirement that its monthly invoices be broken down into two components: 1) the cost of collection and hauling based on scaled weight tickets and charged at the respective per ton rates for specific recyclable materials included on the County's final price form revised June 17, 2004; and 2) administrative costs not to exceed $78,735, and total cost of both components not to exceed $142,648. All invoices were paid to RH, but no itemization or documentation of costs was submitted with contractor invoices. While the RH program file contains documentation of public outreach and educational activities by the contractor, it does not document the development of new permanent drop -off locations for re -use materials as required by contract. HIEDB — Claims for Payment After receiving payment on invoices, HIEDB submitted revised invoices for adjusted expenses. No explanation was noted in the program file concerning adjustments that totaled approximately $19,000. Possible Conflict of Interest Issues In an undated letter, a recycler stated that even though his business was listed in the yellow pages of the telephone book, he was never contacted by HIEDB's Community Task Force, and went on to ask: "...how did HIEDB choose certain members for the community task force and exclude others, and will the special interest private business task force members receive money and equipment to compete against the recycling businesses that were excluded ?" In another undated letter, the same recycler wrote: "... I stepped in and demanded that the County facilitate the $400,000 and that the private businesses attending HIEDB's Community Task Force meeting be required to go through procurement procedures, thus insuring that any person, non -profit group or private business not attending the meetings could still participate in the program." No other comments, responses, or resolution to these letters were found in the program isle. Included in the program file was an e-mail from a consultant to HIEDB, commenting about the appearance of improprieties and a conflict of interest during the award process for this grant. The e- mail states: "... as I mentioned to you earlier, I have real concerns about Eileen O'Hora -Weir (the former director of RH) having any contact with the EPA project during the course of the present EPA contract. I don't believe that she can represent the County in an objective manner on this particular grant. ... I believe the booklet (referenced below) supports my position — that Eileen, as a County 97 Chapter 3 EPA GRANTS employee, should have absolutely no contact with the current EPA grant". Attached to the e-mail were copies of the U.S. Office of Government Ethics publication on conflicting financial interest, impartiality in performing official duties, misuse of position, outside activities, and restriction on former employees. No other comments, responses, or resolution to this letter was found in the program file. In a subsequent meeting with DEM personnel, Recycling Coordinator Eileen O'Hora -Weir explained that she was not involved in the procurement for Phases I and II of the EPA Project. The procurement process was handled by HIEDB for all subcontractors at the KRRC and the Kealakehe sites. Ms. O'Hora -Weir also stated that she was removed as project manager from Phase 11 by DEM Director Barbara Bell and replaced by DEM Deputy Director Nelson Ho. A lower tier sub - contract was issued to a for -profit entity whose principal officer was a member of the "ad -hoc" planning committee and also a board member of the non - profit entity which awarded the lower tier sub - contract. It is of utmost importance that all County actions relating to contracts, grants, and procurements not only take into consideration the legal substance of a transaction, but that public perception be considered as well. It is crucial that sufficient disclosure and documentation be available in the public record to allay any concerns of wrongdoing. Findings 1. DEM frequently issued contracts after commencement of the contract period. 2. DEM's issuance of multi - tiered contracts raises the question of whether grant monies were efficiently expended. Specifically, a Memorandum of Agreement for project management was issued to a non - profit entity which, in turn, issued a subcontract for that same purpose to a second non -profit entity, which, in turn, issued a subcontract to a for -profit entity for actual operations. Table 1.4 EPA Phase I Years 2003 -2004 Agreement Purpose Award Sub -Award Difference County to HIEDB Administration $390,000 $224,000 $112,092 HIEDB to RH Design /install $224,000 $53,908 $170,550 HIEDB to RCAC Strategic Plan $53,908 NIA $53,908 RH to BSH Operations $53,450 NIA $53,450 Total $390,000 This raises the issue of efficient utilization of federal grant monies when outsourcing grant administration and operations. 98 Chapter 3 EPA GRANTS 3. DEM's issuance of contracts raised conflict of interest issues from other recycling contractors and consultants. Hawaii County Charter, Article XIV, "Code of Ethics ", Section 14 -2, "Standards," provides in pertinent part: "It shall constitute a conflict of interest for employees or officers of the County to: (c) "Engage in any business, transaction or activity or have a financial interest, direct or indirect, which might reasonably tend to be incompatible with the proper discharge of their official duties or to impair their independence of judgment in the performance of their official duties." County's "Code of Ethics" does not address possible ethical conflicts relating to the County's hiring of individuals formerly employed by entities with which the County currently has active contracts, or of possible conflicts relating to sub -tier contracts issued for County projects. 4. DEM issued payments to contractors without sufficient supporting documentation for invoiced amounts or verification of satisfactory progress toward program completion. CFR — Title 40, Part 31, Subpart C, Subsection 31.20 — Standards for Financial Management Systems, Item (2) — Accounting Records, also provides: "Grantees and sub - Grantees must maintain records which adequately identifies the source and application of funds provided for financially- assisted activities. These records must contain information pertaining to the grant or sub -grant awards and authorizations, obligations, unobligated balances, assets, liabilities, outlays or expenditures, and income." Section 2 of Contract No. 4035 also specifically provided: "Compensation, monthly invoices are to include a detailed report of revenues and expenditures for each program and a report on the program status and deliverables." Recommendations 1. We recommend that the County as EPA Grant awardee monitor and review all procurement processes and obtain sufficient documentation to provide assurance that all procurements are made in accordance with applicable grant and procurement laws and regulations. 2. We recommend that DEM ensure the timely procurement of its contracts and/or agreements, so that a valid contract is issued prior to commencement of work. A spreadsheet or other tracking method should be implemented to ensure completion of the procurement process prior to commencement of each contract. 3. We recommend that the County consider revision of the County Code and procurement rules relating to "conflict of interest" and "related party" issues on the part of employees, contractors and subcontractors, which specifically addresses definitions, required disclosures, and conditions under which such relationships are prohibited or permitted. Chapter 3 EPA GRANTS 4. We recommend that DEM implement policies and procedures for monitoring and control of contractor performance to ensure that contractual obligations to the County are being fulfilled and public funds are being properly expended. 5. We recommend that DEM assign personnel to reconcile contractor claims and authorize payment of invoices. DEM should require itemization of invoiced amounts and sufficient supporting documentation which clearly reconciles to each itemized amount. For invoices resubmitted for payment, careful review is needed to ensure that no double- or over - billing has occurred. 6. We recommend that DEM include in its program file any and all documentation pertaining to any complaints, improprieties, or discrepancies that may occur during a contract period, including a chronology of the resolution process. 100 Chapter 3 EPA GRANTS PHASE II: KEA`AU RECYCLING AND REUSE CENTER (KRRC) Federal Grant (EPA/County) On September 17, 2003, the County was awarded amended EPA Grant No. X- 97917701 -1 for the period ending October 31, 2005, in the amount of $223,500, increasing total funding from $400,000 to $623,500, with $10,000 authorized for County administrative costs. The project was to implement a community development model for renewable resource management by upgrading County solid waste transfer stations into community recycling centers, specifically targeting West Hawaii facilities for expansion. Condition Nos. 1 to 12 of original EPA Grant No. X- 97917701 -0 dated June 28, 2002, were to remain in full force and effect. Memorandum of Agreement (County/HIEDB) On December 22, 2003, the County entered into a Memorandum of Agreement (MOA) and Contract No. 4093 with the Hawaii Island Economic Development Board (HIEDB) to establish and develop a community model for renewable resource management by creating community recycling centers at the County's solid waste transfer stations no later than June 30, 2005 (or within 557 consecutive calendar days). HIEDB was to demonstrate and document the effectiveness of this new model at the Kealakehe transfer station or other West Hawaii transfer station through an organized, concerted recycling effort. Among its obligations under the MOA, HIEDB was to use $213,500 of EPA grant monies to transform the Kealakehe or other West Hawaii transfer station into a community recycling center without disruption of service, conduct public outreach programs related to commercial and residential recycling and reuse, and clean up and restore the transfer site upon closure of the grant period. HIEDB was also to require all subcontractors to provide sufficient information and supporting documentation to fulfill the terms and conditions of the grant. The County's obligations under the MOA were to receive funds from the federal government, and if the project was successful and funding was available, to implement the model renewable resource management plan at additional County transfer station sites to reduce the amount of solid waste entering all County landfills. On May 10, 2005, the County issued Supplemental Contract No. 1 to HIEDB, for an additional $30,000, to allow sufficient staffing and site modifications to increase the quantity of waste diverted from County landfills at the Kealakehe transfer station (aka "Kona Recycles at Kealakehe") through June 30, 2005. The additional $30,000 was to be funded by foregoing the $10,000 earmarked to cover the County's administration costs and by appropriating an additional $20,000 from Recycling Program funds instead of EPA grant monies under the discretion of the Department of Environmental Management (DEM). Of the $30,000, no more that 10 percent was to have been expended on administrative expenses incurred by HIEDB, with the balance of funds to be expended on operational costs incurred by lower tier sub - contractor BSH. 101 Chapter 3 EPA GRANTS Operations Agreement (HIEDB/BSH) On August 19, 2004, HIEDB entered into an Operations Agreement sub -tier contract with HMP dba Business Services Hawaii (BSH), in the amount of $128,000, for the period August 1, 2004 to June 30, 2005, to transform a designated area in proximity of the existing Kealakehe Solid Waste Transfer Station into a community recycling center and promote it to the public. The Operations Agreement required monthly reports to HIEDB on the following project components: site preparation and design in accordance with a plan approved by HIEDB and the County; furnishing of a temporary shelter to be used for public education, displays and to protect site users and sensitive materials from inclement weather; maintenance of records related to collection and processing activities with the understanding that materials collected would not be eligible for diversion grant payments from the County; and maintenance of complete and accurate records on types and quantities by weight of recyclable materials collected and their ultimate disposition including details of any products created from the recycled materials. On May 24, 2005, HIEDB issued Supplemental Contract No. 1 to BSH, in the amount of $27,000, to allow sufficient staffing and site modifications necessary to increase the quantity of waste diverted from the Kealakehe landfill. The contract also allowed invoicing of up to $13,500 for May and June 2005 for this specific purpose. Education and Public Awareness Agreement (HIEDB/RH) On September 27, 2004, HIEDB entered into a separate Education and Public Awareness Agreement sub -tier contract with Recycle Hawaii (RH), for the period September 27, 2004 to June 30, 2005, in the amount of $27,000, to promote the community recycling center located in proximity of the existing Kealakehe Solid Waste Transfer Station. Among its obligations under the agreement, RH was to provide press releases to newspapers and radio stations servicing Hawaii Island; provide a RH website to disseminate detailed information for the pilot project to the public; plan and conduct at least nine workshops during the nine -month period demonstrating use of recyclable and reusable materials; design and administer a survey to businesses in West Hawaii to provide a baseline for current recycling and reuse practices and identify recycling and reuse services that businesses would like to access; produce a workbook that may be used by commercial businesses, residents and the visitor industry to internally audit their waste management practices and identify areas of operation where recycling /reuse activities can be increased; and plan and conduct traffic counts at the project site during the first and last months of operation to track participation at the center. DOH Permit Violations The State Department of Health (DOH) conducted site inspections at 14 selected County Convenience Centers (aka transfer stations) from February 2, 2005 to February 4, 2005 and communicated site inspection and permit requirements in a letter to DEM dated March 7, 2005. Regarding the Kailua (Kealakehe) Convenience Center, Solid Waste Management (SWM) Permit No. CC- 0024 -02, DOH reviewed information provided in the "Kealakehe Operational Plan," "Kealakehe Recycling Center Site Plan," and County correspondence dated October 7, 2004, requesting the use of tax map key parcel 7- 4- 020:007 for the recycling activity. 102 3 EPA GRANTS SWM Permit No CC- 0024 -02 had been issued by DOH for tax map key parcel 7- 4- 20:0016 where waste transfer operations were located. DOH informed the County that a solid waste permit was required for the recycling activity and provided a permit application via facsimile and mail on December 29, 2004. The completed permit application, including filing fee, needed to be submitted within 30 days of receipt. The County was advised that the ongoing unpermitted recycling activity violated HRS §342H -30(b) and HAR §11- 58.1 -04 and was subject to enforcement actions under HRS §342H -7 and penalties under HRS §342H -9. The County was further advised that it could be subject to formal enforcement action and issuance of penalties of up to $10,000.00 per day per violation. The DEM program file did not contain any further response or correspondence regarding this issue from the County, HIEDB or BSH. At its February 3, 2005 inspection, DOH observed that four 30- cubic yard open roll -off containers and one 30 -cubic yard compactor from BSH for collecting and storing recyclable materials were located in an area across from the access road to the convenience center and that recycling activity was not located within the permitted parcel. DOH's determination was that the recycling activity which had commenced on November 1, 2004, was actually located on tax map key parcel 7- 4- 020:021. In a subsequent letter to DEM dated May 5, 2005, DOH stated that the County's permit -by -rule application for the recycling drop -off facility located on tax map key parcel 7- 4- 020:021 had been received on April 18, 2005, and a revised operation and layout plan had been received on April 26, 2005. DOH indicated that it would review and respond to the application in a separate letter. Subsequently, in its letter to DEM dated September 2, 2005, DOH approved the County's new general permit application received on July 19, 2005, to accept and process collected recyclabies at the subject site, and enclosed SWM Permit No. RY- 0039 -05 for "Kona Recycles at the Kealakehe Recycling Center" which superseded Permit -by -Rule No. RY- 0012 -05 received by the County on April 20, 2005. Since program file documentation did not provide sufficient information to clarify the circumstances that necessitated a "general permit," the audit team inquired further of DEM Recycling Coordinator Eileen O'Hora -Weir who indicated: • The original permit -by -rule application contained the wrong TMK parcel number due to a typographical error; and • A general permit application was required when DEM concluded that it would be more efficient to bale collected cardboard on -site which is not permissible under a permit -by -rule. Other Issues Title 2 of the Code of Federal Regulations (CFR) Part C § 215.41, "Recipient responsibilities," provides in pertinent part: "the standards contained in this section do not relieve the recipient of the contractual responsibilities arising under its contract(s). The recipient is the responsible authority, without recourse to the Federal awarding agency, regarding the settlement and satisfaction of all contractual and administrative issues arising out of procurements entered into in support of an award or other agreement. This includes disputes, claims, protests of award, source evaluation or other matters of a contractual nature." 103 Chapter 3 EPA GRANTS The County and HIEDB were both responsible to ensure that all rules were applied to any sub -tier contracts. Draft copies of HIEDB's Request for Proposals (RFP) for the Phase II Project were included in DEM's program files, but did not completely document the entire procurement process. Documentation of the procurement process was observed during the audit team's subsequent site visit to HIEDB on March 22, 2006, but apparently had not been requested or reviewed by DEM. No material exceptions to the procurement rules were noted. Appropriate manuals pertaining to federal procurement laws received electronically from EPA by HIEDB were observed by auditors. Skylark Rossetti of HIEDB communicated to auditors that all procurements were made in compliance with applicable federal procurement laws. On May 11, 2006, auditors contacted Ms. Timonie Hood, U.S. EPA Region 9 Project Officer, to inquire whether the EPA had conducted a compliance audit of these grant awards, and if so, what were its findings related to compliance with federal procurement law. Ms. Hood indicated that while the EPA had not reviewed or audited the awards, she had worked closely with the County and HIEDB to ensure that both were fully aware of responsibilities contained in the "Regulations for Cooperative Agreements and Grants to Non - Profit Organizations" Manual of June 2001, and the Office of Management and Budget (OMB) Circulars A -87, A -102, A -110, A -122, and A -133 that relate to cost, administration, and audit requirements for federal grants. The regulations had been provided to the recipients electronically when the grant was awarded. Analysis of billing and payment records from DEM indicate that of the total $223,500 grant funds, HIEDB received $61,500 for administration and management, BSH received $155,000 for operational services, and Recycle Hawaii received $27,000 for education and public awareness programs. Further analysis of HIEDB's Invoice No. 05 -148 dated June 30, 2005, indicates that subcontractor BSH submitted Invoice No. KRAK0507 to HIEDB for May 2005 in the amount of $12,175.04, and subsequently submitted a revised invoice totaling $12,325.04 to HIEDB on July 14, 2005. BSH also submitted Invoice No. KRAK0508 for June 2005 in the amount of $10,940.51 that was subsequently revised to $10,825.46. Subsequently, HIEDB's Invoice No. 05 -197 dated September 30, 2005, billed for additional BSH Invoice revisions totaling $17,314.72 for the period November 2004 to June 2005. (See table below). 104 Chapter 3 EPA GRANTS Table 1.5 EPA Phase II Business Services Hawaii Revised Invoices Fiscal Year 2004 -2005 invoice Original Revised Difference Number Month Amount Amounts Paid KRAK0501 November'04 $12,948.16 $14,899.29 $1,951.13 KRAK0502 December'04 $15,946.65 $16,461.02 $514.37 KRAK0503 January '05 $18,183.03 $18,541.99 $358.96 KRAK0504 February '05 $17,079.71 $17,862.59 $782.88 KRAK0505 March '05 $16,378.58 $14,659.99 ($1,718,59) KRAK0506 April '05 $11,498.64 $15,570.62 $4,071.98 KRAK0507 May'05 $12,325.04 $14,090.17 $1,765.13 KRAK0508 June '05 $10,825.46 $20,414.32 $9,588.86 Total $115,185.27 $132,499.99 $17,314.72 Note — Contract allows for additional expenses for May and June 2005 only. Findings 1. The lack of clearly defined procurement documents do not permit accurate bid proposals and contract prices. If tasks, measurable performance objectives, and process controls had been specifically communicated in procurement documents, contractors would have been better able to submit accurate bid proposals and complete tasks at contracted prices, reducing DEM's need to issue supplemental contracts to allow for processing of increased volumes. 2. DEM files lack sufficient supporting documentation for the additional allotment of funds in Supplemental Contract No. 1. Supplemental Contract No. I to Contract No. 4093 between the County and HIEDB was issued on May 10, 2005, for the period May and June 2005, for an additional $30,000, to cover administrative expenses and supplement operational costs. After deducting 10 percent for administrative expenses, HIEDB entered into a subsequent agreement with subcontractor BSH on May 29, 2005, in the amount of $27,000, for additional staffing and site modifications to allow for increased waste diversion from the Kealakehe landfill through June 30, 2005. No correspondence or supporting documentation from either HIEDB or BSH was observed in the program file to evidence problems relating to administrative or operational costs, staffing, or site modifications that would prompt this additional allotment of funds. 105 Chapter 3 EPA GRANTS 3. DEM files lack sufficient supporting documentation for appropriations from a County fund account to supplement a federal grant program. The aforementioned additional funds of $30,000 for Supplemental Contract No. 1 were allocated at DEM's discretion from its Recycling Program Account instead of the Federal Grant Account for waste reduction and recycling. No written authorizations or documentation were observed in the program file to support the use of County funds to supplement an EPA or other federal grant program. 4. DEM files lack sufficient supporting documentation for revision and payment of invoices for prior billing periods. In reviewing expenditure records for this EPA grant program, auditors noted that HIEDB Invoice No. 05 -197 dated September 30, 2005, contained eight revised invoices from subcontractor BSH for the period November 2004 to June 2005, for the total additional amount of $17,314.72. The revised invoices indicated adjustments made to expenses for personnel, equipment leasing, contractual supplies, and commodities. Supplemental Contract No. 1 dated May 24, 2005, allowed for increased operational expenses for May and June 2005, but did not allow for increased operational costs for the prior period November 2004 through April 2005. 5. DEM did not efficiently utilize grant funds. Administrative costs for first tier subcontractor HIEDB totaled $61,500 for the 18 -month contract period from January 1, 2004 to June 30, 2005, itemized as follows: $43,000 for personnel costs, $8,500 for fringe benefits, and $10,000 for other supplies. This averages to a monthly cost of approximately $3,400 for administration by a first tier subcontractor to which two second tier subcontractors report regarding implementation of program components. This raises the issue of efficient utilization of federal grant monies, and the question of outsourcing grant administration versus hiring of additional departmental personnel to be tasked with grant writing, administration, and supervision. 6. DEM was in violation of DOH permit requirements. The "Kona Recycles at Kealakehe" was operating without a proper DOH permit during its first 11 months of operation beginning November 1, 2004. DOH notified DEM of the permit deficiency and supplied a permit application on December 29, 2004, for completion and submittal by the County. Factors contributing to delays in obtaining the required permit included a typographical error by DEM of the subject tax map key parcel, which was not discovered until a DOH site inspection on February 3, 2005, and the submittal of an earlier limited impact "permit by rule" application which was disallowed due to the cardboard baling operations being conducted on the site. A general solid waste management permit for the Kona Recycles facility was finally issued by DOH on September 2, 2005. 106 Chapter 3 EPA GRANTS 7. DEM did not adequately document resolution of DOH permit violations. During the audit period, auditors were unable to determine the chronology of events for the DOH permit application process for the Kona Recycles at Kealakehe Recycling Center. Correspondence from DOH referenced other letters that were not in the DEM program file, and corrective actions by the County could not be fully documented. Recommendations 1. We recommend that DEM re- evaluate its procurement process to ensure that all performance requirements and tasks are sufficiently communicated to all potential providers and that process volume estimates are realistic. • To ensure fairness in the procurement process. • To allow for accurate budgeting and contracting and reduce the need for issuance of supplemental funding contracts. 2. We recommend that DEM document issues related to supplemental contracts when two different fund sources are involved. Documents should include a detailed chronology of events that necessitated the funding action and a written analysis of the decision to authorize commitment of additional funds. 3. We recommend that DEM reconcile contractor invoices with supporting documentation and contractual requirements and should require that revised invoices be accompanied by written clarification of increased amounts. Supplemental contracts should only be based on increases to contract scope at the County's request. 4. We recommend that DEM re- evaluate its administration of grant programs and analyze the cost - benefits of hiring additional personnel for grant management versus contracting private service providers. The analysis should weigh the procurement of one contractor for a specific contract against the dedication of an internal personnel position(s) for the administration of multiple contracts. 5. We recommend that DEM review and monitor its contracts to ensure that all applicable governmental permits are obtained prior to commencement of work on County property. Permits must also be timely obtained by DEM to avoid assessment of sanctions and penalties against the County and the waste of public funds. b. We recommend that DEM ensure that all documentation relating to grant and contract administration is current and complete in the program file. Documentation should include, but not be limited to, all intra- and inter - departmental communications, communications to and from State and federal regulatory agencies, all governmental permit application and approvals, all regulatory -agency evaluations and inspection reports, and all correspondence, plans, and reports from program contractors and subcontractors. 107 Chapter 3 EPA GRANTS 7. We recommend that DEM document any deficiencies relating to operations under its contracts. Documentation should include, but not be limited to, a chronology of events, the cause of deficiencies, corrective actions implemented to remedy deficiencies, and final resolution of said deficiencies. 108 Chapter 3 EPA GRANTS PHASE III: WASTE REDUCTION AND RECYCLING PROJECT (WEST HAWAII) Federal Grant (EPA/County) On September 13, 2004, the EPA awarded Grant No. X- 97998801 -0 to the County for the period October 1, 2004 to October 31, 2006, in the amount of $397,600. The grant is entitled "Special Appropriation — Waste Reduction and Recycling Project." The project description in the EPA Cooperative Agreement reads: "The County of Hawaii in conjunction with the Hawaii Island Economic Development Board will establish and implement community development recycling models for resource management by implementing waste diversion strategies in West Hawaii. These will focus on participation of both the residential and commercial sector in recycling efforts." The County's grant application cited the following objectives: • Enhance existing transfer station(s) located in West Hawaii to provide recycling to the residential public. • Create opportunities for West Hawaii residents to re -use items that have value to the community. • Promote participation in recycling through public awareness and education. • Report project progress and results. The project timeline submitted with the County's original grant application called for: • An operational green waste diversion program by January 2005. • A commercial /residential recycling conference to be conducted by May 2005. • An operational reuse center by July 2005. Following is a brief summary of "Administrative and Programmatic Conditions" contained in the EPA grant. • Condition 1: Requirement for Financial Status Reports (FSR). The initial FSR is due on December 31, 2005. The FSR covering the entire project period is due within 90 days after the end of the project period. • Condition 2: Recipient shall comply with the Single Audit Act and OMB Circular A -133. • Condition 3: Recipient must submit to the Grants Management Office, PMD -7, a Minority Business Enterprise /Women Owned Business Enterprise (MBE/WBE) Utilization Report (EPA Form 5700 -52A), by October 30th of each calendar year. 109 Chapter 3 EPA GRANTS Condition 4: Recipient agreement regarding "fair share" goals and objectives for all project related procurement: If the recipient does not want to rely on the Hawaii MBEIWBE "fair share" goals negotiated with the EPA for fiscal year 2002, the recipient agrees to submit proposed MBE /WBE "fair share" goals to Joe Ochab, PMD -1, within 30 days of the grant award to be approved by EPA no later than 30 days thereafter. • Condition 5: The cost principles of OMB A -87 are applicable to this award. Since there are no indirect costs included in the assistance budget, they are not allowable under this Assistance Agreement. Condition 6: The recipient agrees to comply with Title 40 CFR Part 34, "New Restrictions on Lobbying." This provision is required for inclusion in all sub -award documents for sub - awards exceeding $100,000, and requires that the sub- recipient(s) submit certification and disclosure forms accordingly. Title 40 CFR Part 34 also provides: "In accordance with the Byrd Anti - Lobbying Amendment, any recipient who makes a prohibited expenditure under Title 40 CFR Part 34 or fails to file the required certification or lobbying forms shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such expenditure." • Condition 7: County CEO shall require that no grant funds be used to lobby the federal government or litigate against the United States. The County is mandated by law to provide such certification on Form 5700 -53 within 90 days after the end of the project period. Condition 8: Recipient agrees to use recycled paper for all reports which are prepared as part of the agreement and delivered to EPA. Recipient shall comply with the requirements set forth in Section 6002 of the Resource Conservation and Recovery Act (RCRA) (42 U.S.C. 6962). RCRA Section 6002 regulations apply to item procurements greater than $10,000, and require that preference be given to products containing recycled materials identified in EPA guidelines at 40 CFR 247. • Condition 9: Recipient agrees to ensure that all conference or training space funded by federal funds complies with the Hotel and Motel Fire Safety Act of 1990. • Condition 10: Recipient shall ensure that all procurement transactions are conducted in a manner which provides for full and open competition per 40 CFR 31.36. Condition 11: Recipient shall comply with Subpart C of 40 CFR, Part 32, "Responsibilities of Participants Regarding Transactions," and ensure that any lower tier covered transactions include a condition requiring compliance with Subpart C. Failing to disclose the required 110 FY 2002 "fair share" goals — Hawaii MBE WBE Construction 50% 4% Supplies 21% 2% Services 29% 7% Equipment 27% 2% • Condition 5: The cost principles of OMB A -87 are applicable to this award. Since there are no indirect costs included in the assistance budget, they are not allowable under this Assistance Agreement. Condition 6: The recipient agrees to comply with Title 40 CFR Part 34, "New Restrictions on Lobbying." This provision is required for inclusion in all sub -award documents for sub - awards exceeding $100,000, and requires that the sub- recipient(s) submit certification and disclosure forms accordingly. Title 40 CFR Part 34 also provides: "In accordance with the Byrd Anti - Lobbying Amendment, any recipient who makes a prohibited expenditure under Title 40 CFR Part 34 or fails to file the required certification or lobbying forms shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such expenditure." • Condition 7: County CEO shall require that no grant funds be used to lobby the federal government or litigate against the United States. The County is mandated by law to provide such certification on Form 5700 -53 within 90 days after the end of the project period. Condition 8: Recipient agrees to use recycled paper for all reports which are prepared as part of the agreement and delivered to EPA. Recipient shall comply with the requirements set forth in Section 6002 of the Resource Conservation and Recovery Act (RCRA) (42 U.S.C. 6962). RCRA Section 6002 regulations apply to item procurements greater than $10,000, and require that preference be given to products containing recycled materials identified in EPA guidelines at 40 CFR 247. • Condition 9: Recipient agrees to ensure that all conference or training space funded by federal funds complies with the Hotel and Motel Fire Safety Act of 1990. • Condition 10: Recipient shall ensure that all procurement transactions are conducted in a manner which provides for full and open competition per 40 CFR 31.36. Condition 11: Recipient shall comply with Subpart C of 40 CFR, Part 32, "Responsibilities of Participants Regarding Transactions," and ensure that any lower tier covered transactions include a condition requiring compliance with Subpart C. Failing to disclose the required 110 Chapter 3 EPA GRANTS information may result in negation of the assistance agreement, or pursuance of legal remedies, including suspension and debarment. • Condition 12: Grantee will submit quarterly reports related to activities completed under the agreement to the EPA Project Officer within 30 calendar days after the end of each quarter. Condition 13: All outreach materials, including press releases, brochures, and other materials must clearly state the project was made possible in part by funding from the U.S. Environmental Protection Agency Region 9. Condition 14: All written materials must be printed on recycled paper with a minimum 30% post- consumer recycled content, and all outreach materials will reference the use of recycled content paper. Memorandum of Agreement (County/RIEDB) A Memorandum of Agreement (MOA) was entered into between the County of Hawaii and Hawaii Island Economic Development Board (HIEDB), for the term of May 9, 2005 to June 30, 2006, in the amount of $136,000. The MOA states: "Whereas, the County and HIEDB have applied for and received a $397,600.00 Environmental Protection Agency (EPA) grant amendment (ID #X- 97917701 -2) to conduct a joint project in renewable resource management herein referred to as the `Project'. The County and HIEDB will jointly participate in the Project to establish and implement a community development model by enhancing the existing solid waste transfer station system in West Hawaii to provide for both residential and commercial recycling." Under the MOA, HIEDB's scope of services was as follows: HIEDB shall "assist in coordinating the project and ensuring that information about the project is widely disseminated within our community and other tasks as follows and as laid out more specifically in the "Scope of Work 3`d Year Funding EPA/County/HIEDB." "HIEDB shall conduct public outreach relating to commercial recycling /reuse options including hosting a conference on commercial recycling strategies including models of "green" hotels shared with local Resort Industry." "HIEDB shall conduct public education activities relating to residential recycling /reuse options in conjunction with the demonstration community recycling project at Waimea, and Hawi or Puako Transfer Stations, in West Hawaii. This includes: i) Hands -on demonstrations on waste diversion; ii) Publicizing pilot project via radio, newspaper, public access TV, email, internet, County newsletter; and iii) Distributing quarterly handouts on diversion rates, proper preparation of recyclables, reuse options, and other findings of the project for dissemination to the public." III Chapter 3 EPA GRANTS • HIEDB shall administer travel and transportation funds to cover any and all travel and transportation costs related to conferences and transport of equipment needed to apply appropriate technologies for primary processing of plastics for recycling. • HIEDB shall provide monthly status and quarterly progress /financial reports to the County on all activities conducted under the project. HIEDB shall deliver to the County an electronic copy in MS Word or pdf format, and a master copy for hard copy reproduction, of a final report for the project. The report shall cover lessons learned, participation rates, vehicle /truck/other counts at the beginning and ending of the project, tonnages of recyclables collected, types of recyclables collected, and other information as relevant to the overall project. • HIEDB shall notify the County in a timely manner of any material changes in project budget. • HIEDB shall comply with terms and conditions of Grant No. X- 97917701 -2 of the Cooperative Agreement between the County and the EPA, including assuming fiscal liability for the proper administration of all funds dispersed. 1IVote: Correct Grant No. is X- 97998801-0] The MOA also addressed County services including, but not limited to: "Develop and publish an Invitation For Bids for enhancement of at least one West Hawaii transfer station, for the sole purpose of providing community recycling options and selecting vendor(s) for enhanced recycling opportunities. Waimea Transfer Station will receive the first priority. Hawi and Puako Transfer Stations will receive the second priority as logical and reasonable in context of the overall project goals. This includes: i) evaluating all bidders based on criteria which promotes replication of recycling model and continuing enhancement of other selected Transfer Stations; ii) contracting with eligible providers; iii) managing contracted recycling services for the duration of the Project; iv) coordinating and training of County employees for the success of the Project; v) reviewing all reports and submittals by HIEDB; and vi) processing payments to HIEDB in a timely manner." Audit Narrative Grant Compliance Issues Pursuant to Administrative Condition No. 1, the Form 269A Financial Status Report for the period ending September 30, 2004, was due December 31, 2005, but its transmittal letter is dated January 3, 2006. Pursuant to Administrative Condition No. 3, a MBE /WBE Utilization Report (Form EPA 5700 -52A) needed to be submitted to the Grants Management Office, PMD -7, by October 31, 2005. However, no such documentation was observed in the program file. 112 3 EPA GRANTS Pursuant to Administrative Condition No. 4, MBE/WBE "fair share" goals needed to be submitted within 30 days of the grant award. However, no such documentation was observed in the program file. Regarding Administrative Condition No. 6, the MOA does not specifically include required Anti - Lobbying language. However, Item H of HIEDB's Scope of Services, states that HIEDB shall comply with the terms and conditions of the EPA's Cooperative Agreement. Regarding Administrative Condition No. 8, there is insufficient evidence contained in the program file to ascertain HIEDB's compliance with the required use of recycled paper for reports submitted to EPA. Auditors observed that a flyer relating to a "recycling conference" did state that it was printed on paper with 30% post - consumer content as required by Administrative Condition No. 14. Regarding Programmatic Condition No. 12, it was observed that submittal of required quarterly reports did not begin until June 2005, when a report was submitted for the period January to March 2005. Also, reporting for the period April to June 2005 was included with the July to September 2005 report submitted in October 2005, and the October to December 2005 report was not submitted until February 2006. Regarding Programmatic Condition No. 13, auditors reviewed electronic copies of the project press release, flyer, and registration forms for the "recycling conference." The press release stated the amount of federal funding received from the EPA. The flyer included County and EPA logos, but it did not include any discussion of funding provided by the federal and county governments. The registration forms only contain the name and logo for HIEDB. MOA Compliance Issues The EPA grant issued to the County for the subject project is Grant No. X- 97998801 -0. It is not Grant No. X- 97917701 -2 as indicated in the MOA between the County and HIEDB, which would have been an amendment to Grant No. X- 97917701 -1 issued to the County for the Kea`au Recycling and Reuse Center (KKRC). EPA Grant No. X- 97998801 -0 is dated September 13, 2004. The MOA between the County and HIEDB is for the term May 9, 2005 to June 30, 2006. However, HIEDB's invoices to the County included charges for personnel costs from October 2004 through April 2005. Apparently, HIEDB subcontracted the outreach and education portion of the project to a firm known as "Current Events ". From review of billings from "Current Events" to HIEDB submitted as support documentation for billings from HIEDB to the County, it appears that "Current Events" billed HIEDB for a flat "retainer" fee each month, which HIEDB would then allocate to the various projects that "Current Events" handled. From HIEDB's notes regarding project and account allocations, it appears that allocations to this specific project were not always based on actual time and expenditures expended for the project. For example, the "Current Events" invoice dated August 31, 2005, was apportioned one -third to each of three projects. However, HIEDB's handwritten notes on the subject invoice do not indicate any activity related to the EPA Phase III grant. 113 Chapter 3 EPA GRANTS Also, the development of an operational recycling /reuse facility as proposed in the original grant application has not been accomplished. In discussions with the Department of Environmental Management (DEM), Director Barbara Bell advised that the original plan was to implement a reuse and recycle facility at the Waimea transfer station based on the KKRC and Kealakehe models. However, issues arose during permitting of the Waimea beverage container redemption center that have prevented development of the site. The State Department of Health (DOH) will not permit an expanded recycling facility until the County has completed a survey identifying waste boundaries relating to the old landfill and developed site drawings and fire management and monitoring plans. In May 2006, a contract was subsequently issued from DEM to Mt. Edge to conduct an assessment of the "old landfill" boundaries and develop a fire suppression and monitoring plan. The total contract amount is $100,000, with $50,000 to be paid from EPA Grant III and $50,000 to be paid from the DEM solid waste fund. According to the grant application, a "recycling conference" was to have taken place in the period February to April 2005. Later, according to a quarterly status report for the period January to March 2005, the conference was to have been held in September or October 2005. Most recently, the conference is scheduled for May 2006. As of February 7, 2006, HIEDB has been paid $26,408.95. Review of billings submitted by HIEDB indicates that this amount relates to salaries, fringe benefits, and overhead expenses for the period October 2004 to December 2005, in preparation for the "recycling conference," and a portion of HIEDB expenditures paid to a subcontractor for community outreach activities. HIEDB's quarterly project status reports do not indicate any outreach events having taken place as of December 2005. Finding 1. The County has not submitted timely reports to EPA as required by the grant agreement. • Quarterly Status Reports • The January to March 2005 report was stamped received by DEM on June 6, 2005, with no documentation as to when the report was submitted to EPA. • The April to June 2005 and July to September 2005 reports were combined and submitted to EPA in October 2005. • The October to December 2005 report was submitted to EPA on February 8, 2006. Form 269A, Annual Financial Status Report o The annual report due to EPA on December 31, 2005, was not submitted until January 3, 2006. E =mail correspondence between Recycling Coordinator Eileen O'Hora -Weir and DEM Director Barbara Bell indicate that contractor performance may not have been satisfactory, stating that departmental personnel had to re -write and complete project status reports before submission to EPA. 114 Chapter 3 EPA GRANTS 2. The County is not in compliance with several "Administrative Conditions" of the grant agreement. • Administrative Condition No. 3: There is no evidence of submission of Form 5700 -52A regarding MBE /WBE that was required to be filed with EPA by October 31, 2005. • Administrative Condition No. 4: There is no evidence of the submission of "Fair Share Objectives" that were required to be filed with EPA by October 13, 2005. • Administrative Condition No. 6: There is no evidence of the submission of lobbying certification forms. • Administrative Condition No. &: There is insufficient documentation in the program file to ascertain whether all reports submitted to EPA were printed on recycled paper. • Administrative Condition No. 9: There is no evidence that the hotel contracted to house participants at a required "Recycling Conference" complies with the Hotel and Motel Fire Safety Act of 1990. • Administrative Condition No. 12: Quarterly status reports were not timely submitted. (See Finding No. 1 above.) • Administrative Condition No. 13: The only sample of outreach materials, press releases, brochures, and other materials prepared by the subcontractor and included in the program file was a copy of a draft flyer promoting the Recycling Conference. While the flyer includes the EPA logo, it does not "clearly state that this project was made possible in part by funding from the U.S. Environmental Protection Agency," as required by this administrative condition. Other materials reviewed on HIEDB's website included conference registration forms, a flyer, and an undated press release. Only the on -line flyer includes the EPA logo. Neither the printable or on -line registration forms include any reference to the County or EPA. Only the undated press release contained reference to EPA funding. • Administrative Condition No. 14: There is insufficient documentation to determine compliance with a requirement that "all written materials will be printed on recycled paper with a minimum of 30% post consumer recycled content, and all outreach materials will reference the use of recycled content paper." 3. DEM has been unable to implement its EPA program objectives. Of its original major project objectives, only a "recycling conference" will be completed within the funding period, and it is more than a year behind schedule. 4. DEM has not addressed the change in project scope for HIEDB. • Although 10 of the 14 tasks included in its "Scope of Work P Year Funding" are directly related to promotion of a recycling and reuse center at a West Hawaii transfer station, a 115 Chapter 3 EPA GRANTS recycling or reuse center will not be put into operation prior to expiration of the funding period. However, DEM has not initiated a reduction in HIEDB's $136,000 contract amount. 5. DEM has not addressed deficiencies in HIEDB's performance under the MOA. • DEM has not required written monthly status reports from the contractor as stipulated in the MOA. • Quarterly status reports for the period April to September 2005 indicate: • April to June 2005 - "very little activity on 3' year funding" • June 2005 — "met with West Hawaii Task Force" • July 2005 — "met with HIEDB Board of Directors for more names to serve on the West Hawaii Task Force" • August to September 2005 -- "confirmed members for the West Hawaii Task Force. Moving forward with a Green conference in West Hawaii." • Quarterly status reports prepared by HIEDB for the period October to December 2005 indicate: • October 3 to 8, 2005 — "began public outreach relating to commercial recycling /reuse options" • October 10 to 16, 2005 — "Research underway for potential speakers for conference..." • DEM has not required documentation to substantiate HIEDB claims for reimbursement of personnel salaries, payroll taxes, health insurance, and office expenses billed since October 2004. Documentation submitted to support contractor billings was not always complete or did not sufficiently evidence how charges related to the specific program. Recommendations 1. We recommend that DEM initiate a complete assessment of waste reduction, recycling, and reuse capabilities at County transfer stations. • For those transfer stations with waste reduction capability, identify necessary repairs and related costs to continue diversion, recycling, and reuse activities. • For those transfer stations lacking waste reduction capability, evaluate design, permitting, cost, timeline, and manpower issues for implementation of diversion, recycling, and reuse activities. 2. We recommend that DEM implement internal policies and procedures for grant management, including: • Oversight of contractor and subcontractor performance and billings. 116 Chapter 3 EPA GRANTS • Tracking of compliance with funding agency requirements, including completion, review, and submission of reports in a timely manner. Review and approval of all press releases and outreach and educational materials for compliance with grant requirements prior to publication and dissemination. • Monitoring of contracts to enable timely negotiations for contract extensions or new procurements. 3. We recommend that DEM consider revising HIEDB's project scope or reduce its contract amount under the MOA, since establishment of the model recycling or reuse center in West Hawaii will not be implemented prior to expiration of the EPA Grant III funding period. 4. We recommend that DEM review departmental policy relating to multi-tier subcontracting, and determine whether the practice is a cost effective use of grant monies. 5. We recommend that as the designated recipient of EPA grant funds, the County should re- evaluate the cost - benefit of hiring additional departmental personnel over outsourcing program management and outreach and education components. Subsequent Events In February 2006, DEM submitted a "proposed project amendment" to EPA. The proposal was to amend project objectives with no change in project funding. The new objectives under this project amendment are to: 1. `Enhance existing transfer station(s) located in West Hawaii to provide recycling to the residential public." • "Identify appropriate redevelopment mechanisms for enhancement of the Waimea transfer station and old landfill area to promote residential participation in recycling." 2. "Create opportunities for Hawaii County residents to recycle and re -use items that have value to the community." • "Design and plan a recycling center in conjunction with the Reload Facility approved for East Hawaii that will provide full- service recycling and diversion opportunities for both the residential and commercial sectors." • "Provide a mechanism for the collection and diversion of residential Greenwaste from the islands transfer stations by disseminating 700 high - quality composting units in West and North Hawaii that divert nearly 1 ton /year/houschold of organic materials through conversion into a valued soil amendment." 117 Chapter 3 EPA GRANTS 3. "Promote participation in recycling through public awareness and education." 4. "Report project progress and results." Although no formal documentation of EPA approval was located in the program file, a handwritten note on a copy of the amended project proposal indicated that Timonie Hood, Green Building Coordinator of EPA Region 4, verbally approved the amendment on March 13, 2006. 118 Site Characteristics for Existing Transfer Stations (FY2006) Transfer Station Name District Approx. Population Served = Parcel Size (Acres) Number of Chutes '04M Tonnage (Tons /Day) Distance to Puuanahulu Distance to Hilo Landfill Tax Map Key Gated Hours of Operation Recycle Facilities AV F East Hawaii Keaau Puna 11,700 19.54 2 18.92 83.1 9 1- 6-03:065 6:30am - 6:30 m B x x x x x x x x Pahoa Puna 91400 3.77 2 16.31 94.4 20 1- 5-08:007 B x x x x x x Kala ana Puna 1,200 13.20 1 3.46 105.4 31 1- 2- 07:004 Volcano Puna 2,000 2.19 1 4.88 103.2 21 1 -9- 01:002 1 Glenwood Puna "4300 1.97 1 8.63 96.1 301 -8- 08:023 1 Hilo S. Hilo 42,000 72.70 4 37.70 77.5 2 2 -1- 13:150 6:30am - 5:00 m B x x x x x x x x Honomu S. Hilo 3,400 0.84 1 5.03 63.7 21 2- 8- 15:023 1 Pa alkou S. Hilo 5,800 0.57 1 10.23 69.6 15 2- 7- 28:052 6:30am - 6:30 pm 1 I I Ix Lau ahoehoe` N. Hilo 1,700 1.02 1 3.32 50.9 35 3 -5- 04:084 1 x x x x x Paauilo` Hamakua 1,800 0.85 1 4.93 403 42 4- 3- 04:017 Honokaa` Hamakua 5,100 0.731 1 10.18 34.1 49 4 -5- 10:021 6:30am - 6:30 pm 2 x x x x x 1x11 Pahala` Ka'u 1,700 0.75 1 3.84 90.6 51 9-6- 05:051 1 x x I x x x West Hawaii Kohala/Hawi N. Kohala 6,000 17.28 1 13.20 34 5-5 -02:032 B x x x x x x Puako S. Kohala 5,600 8.90 1 6.74 7 6-6 -02:039 6:30am - 6,30 pm 1 x X x x x x Waimea S. Kohala 11,700 0.311 2 20.19 19 6- 6-01:050 6:30am - 6:30 pm 4 x x x x x x Kallua N. Kona 21,000 30,321 3 27.63 22 7-4- 20:016 6:30am - 6:30 pm O x x x x x x x x Keauhou 1N.Kona 8,500 5.471 2 14.91 32 7 -9- 17:009 6:30am - 6:30 pm 2 x x x x x x Ke'ei S. Kona 5,600 11.60 1 8.47 44 8- 3-04:011 Waiea S. Kona 3,300 2.28 1 9.47 46 8-6- 0$:011 MIIOIii S. Kona 700 0.17 1 0.44 65 8-9 -04:007 1XX Waiohinu` Ka'u 3,000 31.65 1 8.69 78 63 9-5- 05:001 1 x x x x B = 20' Blue roll -off bin with side holes " Loads from these stations are hauled to West Hawai'i landfill (Pu`uanahulu) Previous estimates higher than current estimates Weekend Redemption Centers Highlight indicates services that will be in place by the end of FY 2005 -06 1,2,3, 4 = Number of 3 cubic yd bins O = Open top 20' roll -off bin CADocuments and SettingsMICTORINBLocal SettingslTemporary Internet Files10LK2BISite Characteristics for Transfer Stations 2006.xis EXHIBIT 1.1 Prepared by DEM SW Updated 12/06/2005 by RS1 MAHUKONA N W E x4.o�a HUNOKAA S PUBLIC FACILITIES - w °' PAAUZLO KAwAi�IAE LANDFILLS I TRANSFER STATIONS - Puako {TIS in1AIII�A paaoilo (TIS) r,, LAUPAHOEHOE f r = Note: This map was produced bythe Conaky of Hawaii, AIKOLO Laupah6ohoe (T /,S Planning Depatrnent. It is intended for planning ,• pLuposes only and should not be used for boundary Puuanahulu Landfill !Wa, of yf /S) P - -:.r HAKALAU mtegretahons or other spatial analysis beyond fine Horxlti {/5 limitations of the data PEPEEKEO Source :.... - County of Hawaii, Department of Public Works, W t Papalkou{i;/S) ' Solid Waste Division r Hilo Landfill loA (T/S} { Hilo (T /S) �. 4 KAILUA N ote r U . Proposed Landfill in East Hawaii area. KEAUHOU Xeauhctr.(1'/S) Glenwob T/ J - :- KAPOHO KPAL.4KEKU 'ei T) - �Ican . T /S} - pah , TJ LCANO . iltfaisa (TfS) ;} > pan -a. (T/S) KALAPANA I I MILOLII ilolii {/,S) Pahalla (T/S) ~ OCEAN can w (T S) Landfill 1 Transfer Station (T /S) {Existing) NAAL•EHU Landfill f Transfer Station (TIS) (Proposed) facdbl (11115101) 0 10 20 30 40 50 8o 70 e0 Miles EXHIBIT 1.2 As recopied from UISWMP RECYCLE DIVERSION GRANTS PROGRAM AUDIT SAMPLE SCHEDULE OF CONTRACTS REVIEWED Page 1 of 2 Exhibit 1.3 Prepared by LAO Contract Contract Funds Budget K Award Contract Description Awardee # Date Term Cert. Account Amount Code Misc. Contract Services Scrap Metal Disposal 2004 Big Island Scrap Metal (BISM) 3136 3128103 3128103 3127113 x 075- 641 - 5641.02 -115 $ 125,000.00 1 Scrap Metal Disposal 2004 Big Island Scrap Metal (BISM) 3136 sl 9118103 9118103- 3127113 x 075 -641- 5641.02 -115 300,000.00 S Scrap Metal Disposal 2005 Big Island Scrap Metal (BISM) 3136s2 11/24/03 12112103 - 3127113 x 075 -641- 5641.02 -115 330,000.00 S Scrap Metal Disposal 2005 Big Island Scrap Metal (BISM) 3136s3 2/23/04 313104 - 3/27113 x 075 -641- 5641.02 -115 500,000.00 S Scrap Metal Disposal 2005 Big Island Scrap Metal (BISM) 3136s4 1113/04 1113/04- 3127/13 x 075- 641 - 5641.02 -115 500,000.00 S Scrap Metal Disposal 2005 Big Island Scrap Metal (BISM) 3136s5 4115105 415/2005 - 3127/13 x 075- 641 - 5641.02 -115 500,000.00 S Greenwaste Diversion 2004 Hawaii Metal Recycling (HMR) 3182 sl 918/03 7/1103 12/31/03 x 085 -601- 5604.21 -115 294,648.00 S Greenwaste Diversion 2004 Hawaii Metal Recycling (HMR) 3182s2 4123104 111104 6130104 x 085 -601- 5604.21 -115 315,000.00 S Greenwaste Diversion 2005 Hawaii Metal Recycling (HMR) 3182s3 10/11/04 7/1104 6/3105 x 085 - 601 - 5604.21 -115 1,030,000.00 S Greenwaste Diversion 2005 Hawaii Metal Recycling (HMR) 3182s4 5/10/05 711/04 6/3/05 x 085 -601- 5604.21 -115 165,000.00 S Household Hazardous Waste 2004 EnviroServices & Training Center 3049 9/3103 711/03 6130104 x 085 - 601 - 5604.21 -115 140,036.00 S Household Hazardous Waste 2005 EnviroServices & Training Center 3041 1017104 7/1104 6130/05 x 085- 601 - 5604.21 -115 145,036.00 S Used Tire Program 2004 Big Island Scrap Metal (BISM) 4076 11/10/03 11/10/03 11191D4 x 075 -641- 5641.02 -115 120,000.00 1 Outreach Education 2004 Recycle Hawaii 4035 817103 711103 6130104 x 085 -601 - 5604.21 -115 40,000.00 E Outreach Education 2004 Recycle Hawaii 4035 817/03 711103 6130/04 x 085 -601- 5604.30 -115 55,000.00 E Outreach Education 2004 Recycle Hawaii 4035 sl 111/04 111/04 6/30/04 x 085 - 601 - 5604.02 -115 70,000.00 E Outreach Education 2004 Recycle Hawaii 4035s2 5/3104 111104 6/30104 x 085 -601- 5604.30 -115 6,205.00 E Recycling Centers @ KRRC 2005 Recycle Hawaii 03 -0331 6125/04 71104 6/30105 x 085 -601- 5604.21 -115 142,648.00 R Recycling Centers @ KRRC 2005 Recycle Hawaii 03 -331 s1 6125104 71/04 6130105 x 085 - 601 - 5604.21 -115 24,000.00 S Diversion Grants - Paper 2005 Atlas Recycling Centers 000139 9114/04 7/1/04 12/31/04 x 085- 601 - 5604.21.115 50,000.00 E Diversion Grants - Paper 2005 Atlas Recycling Centers 000139 sl 11/23/04 7/1104 12/31/04 x 085 -601- 5604.21.115 25,000.00 S Diversion Grants - Paper 2005 Atlas Recycling Centers 000317 4/22105 111105 6130/05 x 085 -601- 5604.21.115 68,000.00 E Diversion Grants - Paper & Plastic 2005 Business Services Hawaii 000143 9/14104 7/1104 12/31/04 x 085- 601 - 5604.21 -115 50,000.00 E Diversion Grants - Paper & Plastic 2005 Business Services Hawaii 000143 s1 11/23/04 711/04 12/31/04 x 085- 601- 5604.21 -115 15,000.00 E Diversion Grants - Paper & Plastic 2005 Business Services Hawaii 000301 3124/05 1/1/05 6/30105 x 085 -601- 5604.21 -115 63,000.00 E Facility Design -Mat. Recovery WH DR Associates 000360 6130105 245 days x 085 -601- 5604.52 -115 120,000.00 SP State Grant Pro rams Glass Advanced Disposal (ADF)'04 Business Services Hawaii 04062 9123103 711103 - 12/31/03 x 085 -601- 5604.28 -115 72,750.00 E Glass Advanced Disposal (ADF) '04 Business Services Hawaii 04122 2/19104 111104 - 6130/04 x 085- 601- 5604.28 -115 84,500.00 E Glass Advanced Disposal (ADF) '05 Business Services Hawaii 000142 9/14104 711104 12/31/04 x 085- 601- 5604.28 -115 73,250.00 E Glass Advanced Disposal (ADF) '05 Business Services Hawaii 000300 3124105 111105 6130105 x 085 -601- 5604.28 -115 73,250.00 E Glass Advanced Disposal (ADF)'04 Atlas Recycling Centers 04063 9123103 711103 - 12131103 x 085- 601 - 5604.28 -115 72,750.00 E Glass Advanced Disposal (ADF)'04 Atlas Recycling Centers 04120 2119/04 1/1104- 6/30/04 x 085- 601- 5604.28 -115 73,750.00 E Glass Advanced Disposal (ADF)'05 Atlas Recycling Centers 000140 9114/04 7/1104- 12131/04 x 085- 601- 5604.28.115 73,250.00 E Glass Advanced Disposal (ADF) '05 Atlas Recycling Centers 000318 4122/05 111105- 6130/05 x 085 - 609 - 5604.28.115 73,250.00 E BCD -1­115 2005 ARC of Hilo 000180 12/23/04 1/1105- 6130/05 x 085 -601 - 5607.02.115 150,000.00 E BCD -H15 2005 ARC of Hilo 180sl 4/27105 111105 - 6130/05 x 085 -601- 5607.02.115 20,000.00 E Page 1 of 2 Exhibit 1.3 Prepared by LAO RECYCLE DIVERSION GRANTS PROGRAM AUDIT SAMPLE SCHEDULE OF CONTRACTS REVIEWED 6,726,963.00 dJ E Per Contract documents award is exempt from procurement rules under HRS 103D -102 1 Procured by 1FB S Issued as Supplemental Contract SP Procured as Purchase of Service, No documentation of procurement process available from Purchasing Dept. - handled by Public Works 0 Total dollars relating to contracts reviewed represents 94.8% of Total contracted dollars per DEM see Exhibit 1.1 Page 2 of 2 Exhibit 1.3 Prepared by LAO Contract Contract Funds Budget K Award Contract Description A_wardee # Date Term Cert. Account Amount Code BCD -H15 2005 _ ARC of Hilo 180sl 4127/05 111105- 6130105 x 085.601.5604.21.115 10,000.00 E BCD- H152005 ARC of Hilo 180s2 4/27105 111/05- 6/30105 x 085.601.5604.21.115 7,140.00 E Federal Grant Proctrams EPA Round 1 LT Strategic Plan /Keaau Hawaii Island Economic Project 2004 Development Board (HIEDB) 3051 9130102 3124103 6130104 x 085 -601- 5607.29 -115 390,000.00 E EPA Round 2 - Commercial Recycling Hawaii Island Economic and Kealakehe Prog. 2004 Development Board (HIEDB) 4093 12/22/03 12122103 - 6130105 x 085 - 601 - 5604.29 -115 223,500.00 E EPA Round 2 - Commercial Recycling Hawaii Island Economic 085 -601- 5604.29 -115 10,000.00 and Kealakehe Prog. 2005 Development Board (HIEDB) 4093S1 5110105 5110105- 6130105 x 085- 601 - 5604.21 -115 20,000.00 E Round 3 - North Hawai'i Recycling Hawaii Island Economic Opportunities, Waimea 2005 Development Board (HIEDB) 000324 519105 519105- 6130106 x 085.601.5604.29.115 $ 136,000.00 E 6,726,963.00 dJ E Per Contract documents award is exempt from procurement rules under HRS 103D -102 1 Procured by 1FB S Issued as Supplemental Contract SP Procured as Purchase of Service, No documentation of procurement process available from Purchasing Dept. - handled by Public Works 0 Total dollars relating to contracts reviewed represents 94.8% of Total contracted dollars per DEM see Exhibit 1.1 Page 2 of 2 Exhibit 1.3 Prepared by LAO Recvclinq Program Contracts for Fiscal Year 2003 -04 Description of Line Item EPA Waste Reduction /Recycling Projects FY2004 Vendors # of contracts & supplementals Misc. Contract Services $ 390,000 Hawaii Island Economic Development Board (HIEDB) 1 recycle glass Organics /Greenwaste Diversion $ 609,648 Hawai'i Metal Recycling (HMR) 2 Household Hazardous Waste $ 140,036 EnviroServices & Training Center 1 Outreach Education (including backyard composting and pilot program @ Keaau) $ 110,000 Recycle Hawaii 2 Diversion Grants Used Residential Motor Oil Disposal Grant (operate 5 permanent drop -off centers) 1 $ paper $ 4,500 A &B Shredders 2 paper $ 80,000 Atlas Recycling Centers 2 paper $ 61,500 Business Services Hawaii 2 cooking oil $ 7,000 Hawaii BioFriendly 2 cooking oil $ 2200 Kahuna Farms 2 paper & cooking oil $ 2,800 Orchid Isle Rubbish & Recycle 2 paper $ 1,000 Puna Kamali'i 2 paper $ 1,250 Lance Tahara 2 paper $ 750 Tahara Shredders 1 Scrap Metal Disposal (Price Agreement -sum represents amount paid) $ 1,194,943 JBig Island Scrap Metal (BISM) 2 Used Tire Program $ 120,000 1 Big Island Scrap Metal (BISM) 1 State Grant Programs EPA Waste Reduction /Recycling Projects Glass Advanced Disposal Fee (ADF) Recycling Program Round 1 (LT Strategic Plan & Keaau Project) completed 6130104 $ 390,000 Hawaii Island Economic Development Board (HIEDB) 1 recycle glass $ 146,500 Atlas Recycling Centers 2 recycle lass $ 157,250 Business Services Hawaii 2 reuse glass containers $ 5,300 Club Shoyu 2 34 Used Residential Motor Oil Disposal Grant (operate 5 permanent drop -off centers) 1 $ 61,205 1 Recycle Hawaii 1 Federal Grant Programs EPA Waste Reduction /Recycling Projects Round 1 (LT Strategic Plan & Keaau Project) completed 6130104 $ 390,000 Hawaii Island Economic Development Board (HIEDB) 1 Round 2 (Commercial Recycling Strategies & Kealakehe Project) 2 year contract period from 1011103 thru 9130105 $ 213,500 Hawaii island Economic Development Board (HIEDB) 1 Round 3 (North Hawaii recycling opportunities) 2 year contract period from 1011104 thru 9/30/06 $ - Hawaii Island Economic Development Board (HIEDB) Round 4 (TBA) $ - TOTAL 34 Exhibit 1.4 Prepared by DEM Parvrlinn Prnnrnm rnntrnrts fnr Fisral Year 2004 -05 State Grant Programs Beverage Container Deposit Program Contract Services (8 Certified Redemption Centers @ Transfer Stations) # of contracts & Description of Line Item FY2005 Vendors supplementals Misc. Contract Services 1 Organic Waste $ 1,195,000 Hawaii Metal Recycling (HMR) 2 Household Hazardous Waste $ 145,000 EnviroServices & Trainin Center lRecycle 1 Outreach Education (including computer recycling events & backyard composting) $ 94,000 Hawaii 1 Diversion Grants $ 126,500 paper $ 4,000 A &B Shredders 3 paper $ 143,000 Atlas Recycling Centers 3 paper & plastics $ 128,000 Business Services Hawaii 2 cooking oil $ 20,000 Hawaii BioFriendly 2 paper & cooking oil $ 11,000 Orchid Isle Rubbish & Recycle 2 paper $ 3,000 Puna Kamali'i 2 paper $ 1,000 Lance Tahara 2 Recycling Centers @ Transfer Station (Keaau) includes $24,000 for paving $ 166,648 Recycle Hawaii 2 Hawaii Island Economic Recycling ReSycling Centers @ Transfer Station Kealakehe) $ 30,000 Development Board (HIEDB) 1 Design of Materials Recovery Facility at WHSL $ 120,000 DR Associates 1 Beverage Container Deposit Program (site prep at Hawi Transfer Station) $ 7,140 ARC of Hilo 1 Scrap Metal Disposal (Price Agreement - sum represents amount paid) $ 779,903 Big Island Scrap Metal (BISM) 3 Used Tire Program (Price Agreement- sum represent amount paid) $ 40,402 Big Island Scrap Metal (BISM) 1 State Grant Programs Beverage Container Deposit Program Contract Services (8 Certified Redemption Centers @ Transfer Stations) $ 160,000 JARC of Hilo 1 Bevera a Container Demo Program (Dec. 2004) $ 3,000 1 Recycle Hawaii 1 Glass Advanced Disposal Fee (ADF) Recycling Program recycle glass $ 126,500 Atlas Recycling Centers 2 recycle glass $ 126,500 Business Services Hawaii 2 reuse glass containers $ 5,000 Club Sho u 2 beverage container demo outreach pro ect $ 2,000 Recycle Hawaii 1 outreach & education on transition of ADF glass to HI 5 program $ 20,000 ARC of Hilo 1 TV /cinema ads & si na a on transition of ADF glass to HI 5 program $ 24,273 jOut of the Sea Media Arts 1 Used Residential Motor Oil Disposal Grant (operate 6 permanent drop -off centers) $ 65,500 Recycle Hawaii 1 Big Island Biodiesel Production (OBEDT) - survey /reportieduc. & outreach $ 6,000 C3 Consultants 1 Federal Grant Programs EPA Waste Reduction/Recychng Projects Round I (LT Strategic Plan & Keaau Project) completed 6130104 $ - 2 StFategies& Kealakehe PFGjest) $ 2 3,max^^, 4 r°eURd (Ce.; memialResysl+f;g - year Round 3 (North Hawaii recycling opportunities) 2 year contract period from 1011104 thru 9 130106 1 $ 136,000 Hawaii Island Economic Development Board (HIEDB) 1 Round 4 (TBA) $ Other Grant Programs Dell Grant Program (applied to Jan. 29, 2005 collection event in Kona) $ 10,000 Recycle Hawaii 1 TOTAL 1 45 ISLAND -WIDE TRANSFER STATION CONDITION ® Some problems exist, but are minor in nature and can be corrected without interrupting service. O Serious problems exist, but can be corrected without complete reconstruction. • Serious failures are present in the facility. May require complete reconstruction to correct. Exhibit 1.5 Prepared by DEM SW GO CAUTION STOP KEAAU 0 PAHOA is KALAPANA 0 VOLCANO 40 GLENWOOD � HILO 0 HONOMU � PAPAIKOU � LAUPAHOEHOE � PAAU I LO � HONOKAA � PAHALA � KOHALA 0 PUAKO � WAIMEA 0 KAILUA • KEAUHOU � KEEI 0 WAI EA � MILOLII � WAIOHINU � ® Some problems exist, but are minor in nature and can be corrected without interrupting service. O Serious problems exist, but can be corrected without complete reconstruction. • Serious failures are present in the facility. May require complete reconstruction to correct. Exhibit 1.5 Prepared by DEM SW CONSTANCE R. KIRIU County Clerk June 21, 2006 +ZYMk County of Hawai `i Office of the County Clerk 25 Aupuni Street Hilo, Hawai'i 96710 Telephone: (808) 961 -8155 Facsimile: (808) 961 -8911 Ms. Barbara Bell, Director Department of Environmental Management County of Hawaii 25 Aupuni Street, Room 210 Hilo, Hawaii 96720 Dear Ms. Bell, WILLIAM E. SMITH Deputy County Clerk Enclosed for your review are two copies (numbers 1 and 2) of our confidential draft audit report, Limited Scope Performance Audit of the Department of Environmental Management Recycle and Diversion Grants Program for Fiscal years 2004 and 2005. If you choose to submit a written response to our draft report, your comments will generally be included in the final report. We respectfully ask that you inform our office by June 26, 2006 as to whether or not you intend to comment on our recommendations. If you wish your comments to be included in the report, please submit your response to us no later than 4:30 pm on Friday, June 30, 2006. The Mayor, Managing Director, Department of Finance and State of Hawaii Department of Health have also been provided copies of the confidential draft report. Finally, since this report is still in draft form and changes may be made to it, access to this draft report should be restricted to those assisting you in preparing your response. Public release of the final report will be made by the Legislative Auditor's Office after the report is published in its final form. Sincerely, � a William E. Smith Deputy County Clerk cc: Harry Kim, Mayor Dixie Kaetsu, Managing Director Department of Finance State of Hawaii Department of Health Hawaii County Is An Equal Opportunity Provider And Employer Exhibit 1.6 Transmittal Letter to Departmental of EnvironmentaT Management Harry Kim Mayor July 10, 2006 Nth OF H� � ••� w 1.4 Barbara Bell Director ' +.p� o .�. Nelson Ho r�rE of MFr'� Deputy Director Gunk of 'Fttfutttt DEPARTMENT OF ENVIRONMENTAL MANAGEMENT 25 Aupuni Street, Room 210 • Hilo, Hawaii 967204252 (808) 961 -8083 • Fax (808) 961 -8086 email: cohdemfto hawaii.hi.us William E. Smith Deputy County Clerk 25 Aupuni Street Hilo HI 96720 Re: Audit of the County of Hawai`i's Recycling and Diversion Grants Program Dear Mr. Smith, a rn C- C C7 i Thank you for your comprehensive review of the Department of Environmental Management's Recycling and Diversion Grant Programs. Great attention was paid to our services and how they may be performed better. It was also noted that the Department, being the newest in the County, has had challenges with a lack of resources and history. We appreciate your effort to look beneath the surface of the services we perform in the context of a highly regulated environment. We hope that our comments clarify the issues, provide some history, and inform you about the unique world of recycling and landfill diversion programs. As we reviewed the draft audit, it became clear that many of the issues reflect the growing pains of a new department. I think as you continued your journey through our contract files, you saw progress as time went by. Experience is a great teacher and hindsight is a great vantage point for learning even more. We appreciate the opportunity to comment on this audit. It is a detailed and voluminous document, and it is impossible to respond to all individual findings and recommendations in the time allowed. Since the recommendations can generally be grouped into common areas of concern across programs, we will comment on the broad issues. This response will focus on: • The Integrated Solid Waste Management Plan • Contract Management • Procurement • Regulations and Communications with the Department of Health • Household Hazardous Waste Program • Department Organization and Procedures Hawaii County is an equal opportunity provider and employer. Exhibit 1.7 Departmental Responses to the Recommendations r- M -T1 YVi.S I & I � Mr. Bill Smith Recycling and Diversion Grants Program Audit Page 2 THE INTEGRATED SOLID WASTE MANAGEMENT PLAN The Updated Integrated Solid Waste Management Plan The original Integrated Solid Waste Management Plan (the Plan) was adopted by County Council Resolution in 1994. The update to the Plan was begun in 2001, with a first draft given to the County Council in April 2002. It was developed by community volunteers serving on a Solid Waste Advisory Council (SWAC) with guidance from consultant Harding Lawson and the Department of Environmental Management (the Department). The County's Environmental Management Commission (EMC) ultimately became the SWAG The SWAC meetings were held in conjunction with the monthly EMC meetings from July through December 2001. These were publicly noticed meetings held in Hilo, Waimea, and Kona on a rotating basis. There were also specific public meetings in August, 2002 solely to inform the public on the updated Plan. There was an extraordinary amount of public input. The updated Plan is meant as a general guidance document and is to be updated every five years. Many plans sit on a shelf after they are accepted or adopted. That has not happened to this one. While not everyone today agrees on the direction of the updated Plan, it was adopted by Council on November 20, 2002 by Resolution No. 23 8 -02 by a unanimous vote of 9 ayes, and the Department has worked diligently on implementation for the last four years. There has been more progress in some areas than others; and some assumptions and policies have changed since its adoption. Notable changes to what is included in the updated Plan are: South Hilo Sanitary Landfill was expected to be closed by now. Instead we have applied to the State Department of Health for an operating permit modification, to steepen the slopes and extend the life of the landfill. 2. Trucking trash that could not be separated out of the waste stream from East Hawai' i to West Hawaii has been tabled. Both of these changes came about through public input and a lot of hard work. While the audit states that the updated Plan has not been used to focus County resources in the most efficient way, this is partly a result of inadequate financing and partly due to disagreement of the County's policy making body, the Council, with the Plan. However, the County would have been in even worse shape had there not been a document that we could disagree over, and could fine - tune as time went along. The updated Plan, and the process used to create it, has been extremely valuable. The Next Update The suggestion of adopting the next update by ordinance can be discussed with the Council. That would focus more discussion on the front end, which could lead to more mutual understanding and acceptance by both Council and administration on the goals to be pursued. Funding will be requested for the next update in the FY 07 -08 budget cycle. By that time: • The current Waste Reduction Facility RFP process will be completed; • The Reload Facility should be constructed; • The transfer stations will be in year three of the five -year upgrade plan; and Mr. Bill Smith Recycling and Diversion Grants Program Audit Page 3 Recycling programs will have evolved. That will be a good time for a new planning process, which takes dedication of time and resources to produce a viable plan. Transfer Stations The audit states that "the County has not designated the upgrading of transfer stations as a high budget priority." It further states that "The County needs to demonstrate its commitment by implementing a viable solution for segregation, reduction, diversion and recycling of the County's waste stream." We agree with a number of your conclusions. It is agreed that there is much more to do at all our transfer stations, not just to show our commitment, but to provide better services to our residents. The infrastructure needs of solid waste and recycling programs are great. As is pointed out in the audit, the 1990s were a time when the County worked very hard to keep status quo services and not lay anybody off. Times were tough and there was little funding for infrastructure, no matter how great the need. The Department has designated the upgrades of all transfer stations as a high budget priority. This includes the country transfer stations as well as the Hilo transfer station. However, even though such upgrades are of high priority to the Department, they compete for appropriation and funding with other departments' capital projects and budget requests. When examined during the budget process, they have not always been supported due to pressing needs in other areas such as for improved roads and facilities. The planned Hilo Transfer Station upgrades and clean ups of the scrap metal yard, greenwaste yard, and equipment maintenance facility are recognized as key elements to management and diversion of solid waste in East Hawaii. The other 20 transfer stations are on schedule with a five -year repair and enhancement program. Thank you for noticing that much needs to be done. We look forward to working with the Council for a long time to make these projects a reality. CONTRACT MANAGEMENT Contract File Policy and Procedures In response to concerns raised in the audit, the Department has drafted written contract file policies. Previously, verbal policies called for documenting major items of change and all communications related to management of the program or contract. It is realized that the files are not as complete as they should be. However, as more staff has been granted and some long- standing programs have been stabilized, better documentation has been kept of key issues that affect the program. The scrap metal recycling and green waste grinding for mulch were both begun in the late 1990s. These programs have shown success in keeping these two large volume and tonnage commodities out of the landfills. The fact that they were mandated by the State Department of Health (DOH) meant that the County was required to begin these programs without guidance or past experience on how to implement programs of this nature. The Department's experience in these earlier programs enabled it to implement a more structured and documented program for the Beverage Deposit Container Grant program. Mr. Bill Smith Recycling and Diversion Grants Program Audit Page 4 The Department is evaluating all programs to implement improved procurement, management and documentation where feasible. One example of the challenges faced relates to the greenwaste program. The audit recommends that policies and procedures be established to measure green waste inflow rather than just processed outflow. This can be accomplished by setting a policy that requires every truck to weigh in. Unfortunately, at the green waste yard at Kealakehe Transfer Station, the closest truck scales are two miles away and the truck owner with incoming green waste is charged there for scaling. Then, incoming green waste may dry out in the time it takes for the vendor to process it, especially for the older backlog that is at the site. Incoming green waste may also contain contaminants that we prefer not to be ground or would damage the grinder. These should be separated before weighing. Also, the tare weight of a vehicle is not always accurately known so two trips to the scale might be required. Combined with no room for truck scales at Kealakehe, as an operational decision and one of practicality, it has been decided to only weigh the outflow processed green waste. It is also felt that it is better to have consistent requirements at all of our locations. Documentation for DiscretionarDecasions It is agreed that documentation in files should provide a better history of the various programs and could result in less potential liability for the County. The new contract file policy will address this. "Conflict of Interest" and "Related Par Transactions" Language will be drafted to insert in contracts requiring stricter documentation of end use, with weights shown on a scale ticket from a certified scale. Contracts to be Executed in a Timely ashion It is agreed that a better job can be done. Some of the challenges to timelier contract execution are that the time required obtaining all necessary signatures and back -up documents, such as tax clearance and insurance certificates of additional insured, can take many weeks or months. Vendors often need the data from the last period of the fiscal year to reliably estimate what their projections for the new fiscal year. These estimates can be difficult to project, especially with new programs that have no prior history. Additional Personnel The Department was created through amendments to the County Charter in 2000. It was initially established by carving out the solid waste and wastewater divisions from the Public Works Department. These divisions did not have all the necessary positions required to run a department. As a result, the Department has experienced some difficulties associated with creating new positions and filling existing positions. In addition to the need for additional staff to manage personnel, accounting and contracts, the Department has struggled with new EPA and State mandates that have greatly increased workload. In light of the auditors concerns over procurement practices, contract management and monitoring, the Department will evaluate the need for additional personnel to undertake such tasks. Site Visits and Documentation Language will be inserted into any new contracts, or upon renewal of existing contracts, requiring county personnel to be allowed on site to confirm that contractual conditions are being met in an acceptable manner. Mr. Bill Smith Recycling and Diversion Grants Program Audit Page 5 FRESH Accounting System The FRESH system project accounting module will be researched to determine if it can be used for program tracking. Other departments using this module will be consulted to see if this could help DEM to better manage its contracts and projects. Supplemental Contracts Supplemental contracts are not always an indication of bad estimates for the scope of services. With price term agreements like the green waste and scrap metal contracts where the quantities can vary as well as the price on the scrap metal, encumbering smaller amounts periodically can help to better manage the funds and the program. PROCUREMENT Grants The Beverage Deposit Container Grant from the State is used to hire two full time Recycling Specialists, conduct HI 5 promotions, with the remainder of the funding providing redemption services at transfer stations. The applicants must meet the program guidelines and a formal evaluation process is conducted on applications by an evaluation committee before making a recommendation to the Director for an award. For Fiscal Year 06-07, the ARC of Hilo was selected as the vendor. The Used Motor Oil Grant from the state has a vendor that is selected through the professional services list. The current vendor is Recycle Hawai' i as they are the only ones with expertise ,to do this diversion in the county. On the other islands the funds are expended by the counties who use the 10% administrative overhead to partially fund a Recycling Specialist who then administers the used motor oil program. How Have Diversion Program Grants Been Used? Since the time the auditors raised questions about the application of the procurement code to "grants ", the department has met with the Finance Director and Purchasing Agent to discuss this matter. From the inception of these grants in Fiscal Year 1991, the county had been approving them, believing that they were,covered under 103D- 102(b)(2)(A) as a grant provided by a county ordinance, in this case the county budget ordinance. After reviewing the letter from the State Procurement Office on this issue, the Department has sent a letter seeking clarification on the matter (enclosed). In anticipation of a response, the Department is preparing to either: 1) seek an exemption under the procurement code from the county's Chief Procurement Officer; or 2) draft amendments to the County Code which not only provide for the diversion grants but also cover grants from any department in addition to the current code provision for the $900,000 granted through the budget to non - profits. In or about FYI 991, the County Recycling Coordinator at that time received approval from the Council for diversion grants to provide an incentive to recycle paper, used cooking oil, plastic and bi -metal and divert such items from going into the landfills. When the Environmental Management Department was created, the Department proceeded to create an application process for diversion grants. Applicants are required to meet all program guidelines and provide information on historic collection quantities and estimated collection quantities for the grant Mr. Bill Smith Recycling and Diversion Grants Program Audit Page 6 year. A grant award results in a contract. The amount of the funds granted is based upon past performance criteria, projected diversion quantities in the grant period and the amount of funding available. The Advanced Disposal Fee (ADF) Glass Grant from the state is used to fund the County ADF Glass Diversion program, and applicants file a similar application to the Diversion Grant Program. Funds are awarded based on past performance criteria, projected diversion quantities in the grant period and the amount of funding available. Emergency Trucking The concluding question, whether "the emergency hauling [of greenwaste at Kealakehe] was necessary due to insufficient or ineffective advertising" denies the basic problem with the green waste facility in West Hawaii. Advertising would not be necessary if we had a better product, or a correctly sized facility, or adequate funding in the past so that there wouldn't have been a backlog of material. However, it is our policy to abide with all procurement rules and occasionally mistakes are made. Earlier this year we instituted internal Department training to better educate staff on proper procedures. Purchasing, Accounts, and Budget Divisions have provided training already. Corporation Counsel and Civil Service are due to train staff soon. REGULATIONS AND COMMUNICATIONS WITH DOH Potential Permit Violations The audit states that the County Code does not reflect the banning of green waste as required by HAR 11- 58.1- 65(b). However, at this time the Department is meeting the State's diversion goals for green waste. Also, there is ongoing evaluation of how more green waste and other organics can be diverted from the waste stream, as this is considered an economical "best practice" for solid waste management throughout the nation. While it is agreed that a total ban is ideal, implementation of a ban will require further upgrades of all our transfer stations, additional personnel, and may require additional contractual services. Interpretation o State Statutes and Hawai `i Administrative Rules Regarding the recommendation that County laws and documents be updated to be consistent with the State ban on tires in landfills, in actuality, we are consistent at this time. Upon consultation with the State there has been assurance that fire parts are legal to landfill. The restriction is for whole tires. It is agreed that a ban on all parts of tires is desirable and is supported. To that end, the existing County tire disposal contract was changed, covering those tires generated through our Abandoned Vehicle Program, to require recycling of all of these tires. An estimated 200 tons of tires per year are kept from the landfill with this relatively simple change. HOUSEHOLD HAZARDOUS WASTE PROGRAM Purpose of Program The audit seems to be incorrect in understanding the law regarding household hazardous waste. HAR § 11 -261 -4 Exclusions. (b) states that "The following solid wastes are not hazardous wastes: (1) Household waste, including household waste that has been collected, transported, stored, treated disposed, recovered (e.g., refuse - derived fuel) or reused. `Household waste' Mr. Bill Smith Recycling and Diversion Grants Program Audit Page 7 means any material (including garbage, trash and sanitary wastes in septic tanks) derived from households (including single and multiple residences, hotels and motels, bunkhouses, ranger stations, crew quarters, campgrounds, picnic grounds and day -use recreation areas)." Under the law, residentially- generated household hazardous waste can legally go into a landfill. The premise is that small quantities have a proportionally smaller impact than large commercially - generated quantities. One -day collection events are held twice each year in Hilo and Kealakeke because it is known that these substances can be dangerous, primarily to ground water, and it is in the best interest of everyone to keep even small amounts out of our landfills. Those materials collected are shipped to the proper permitted disposal or recycling facilities. It is agreed that this program is ripe for expansion. Part of the planned transfer station upgrades is to install ABOP collection centers (antifreeze, batteries, oil and paints). This will require manning and gating of any transfer station that will become a collection center. Diversion Rate Versus Landf ll Rate It is not known if the EPA estimates of household hazardous waste generated per person are accurate for this island. It is difficult to know the landfill diversion rate of the existing program versus the landfill rate. It is expected that when disposal is more convenient, better data will be available. Permanent sites It is agreed that permanent sites for household hazardous waste are needed and appropriate. However, collections for commercial entities subsidized by taxpayers would be a departure from the long- standing County policy of businesses being responsible for their waste. Hazardous waste disposal is expensive and it is believed that County subsidization for only some businesses sends the wrong signal to those businesses as well as taxpayers. DEPARTMENT ORGANIZATION AND PROCEDURES Risk Management The audit recommends that the Department immediately transmit to the County Council as well as the Mayor's office, Finance Department, and Corporation Counsel, all governmental communication regarding possible violations. This is not felt to be practical due to the large number of communications received from the DOH, most of which are not material in nature. We have hundreds of permit compliance issues in our 35 Solid Waste Management Facility Permits with DOH. We have other permits with DOH for Wastewater. These permits are dependent on operations at facilities with infrastructure deficits, as well as sometimes short staffing. It is agreed that communication lines need to be kept open, and it is also agreed that communications regarding material issues will be transmitted to the Council and the Mayor's Office. Department Background The Department of Environmental Management was officially established in December 2000. However, as noted in the audit, permanent staff was not on board until August 2002. It is noteworthy that the general public understood that Public Works was overloaded and that wastewater and solid waste deserved more attention, as it was a change to the County Charter by popular vote that created the Department. There was an Acting Director from September 2001 Mr. Bill Smith Recycling and Diversion Grants Program Audit Page 8 through July 2002. I was hired as Director in August 2002, and am now almost four years into the project of making a new department out of two divisions. The Department was created when the County's finances were not adequate. In addition, the audit notes the particular challenges of having had four Solid Waste Division Chiefs since 2001. The Business Services Section has been created, bringing all the accountants for solid waste and wastewater operations together in one location. The consolidation of similar functions into one Section, located together, has helped with back up amongst the staff and provided better customer service. This consolidation coincided with the County's new FRESH financial management system, and the FRESH conversion alone was a huge project. The Technical Services Section was created by transferring two engineering positions from Wastewater Division. They joined the Chief of the Technical Services Section to provide services for both the Wastewater and Solid Waste Divisions, This Section is responsible for all Department CIP projects so that the Department can coordinate more easily. This Section is extremely productive and has provided a small team for large projects, providing some depth that was previously non - existent. Of the approximately 180 employees in the Department, the great majority (51 in Wastewater and 109 in Solid Waste) are involved in 7 day /week, 365 day /year operations. We often re- evaluate what will provide the best coverage of our requirements, as well as service to our customers. Transfer Station Personnel A training manual was developed in 2004 for the security guards at our 21 transfer stations. Two trainings were held in 2004, two in 2005. Two trainings have been held so far in 2006, with more planned this year as new security personnel are assigned to the transfer stations. Previous training was not consistent and earlier there had not been a manual for personnel to consult. While we find this has helped provide better customer service with our contracted security guard services, the preference is to have only County employees at the transfer stations. Our analysis shows that it would be cost effective by eliminating duplication of labor force in many instances, and that it would provide even better customer service. Government Grant Funding The opportunities for government grant funding have not been missed. The example that Hawaii Island Economic Development Board (HIEDB) "applied" to EPA and received $500,000 while we didn't even try is inaccurate. When HIEDB was awarded the first of this series of four grants, our EPA liaison was asked how the County could go about getting this type of grant. The answer was to go through our Congressional delegation because if we applied for any of the competitive grants, the maximum award was around $200,000. Since HIEDB was able to build on their very successful relationship and history with our Congressional legislators to provide grant money for a very specific need, upgrading our rural transfer stations and creating models for community recycling centers, it was decided that the best plan was to work with HIEDB. The County has worked hand in hand with HIEDB on all four years of these grants, providing technical assistance, and in the first three years, was the legal entity responsible for the funding. Mr. Bill Smith Recycling and Diversion Grants Program Audit Page 9 Process Mapping The idea of hiring a consultant for process map development is wonderful. There is agreement with much of the overall evaluation of the Department. We have worked diligently to improve the two Divisions, create a Department, and provide a cohesive work environment. Since we have not achieved as much as we would have liked, the assistance would be much appreciated. Council support for hiring such a consultant would be appreciated. CONCLUSION As stated in the beginning, we have not attempted to address all of the findings and recommendations contained in the audit, but instead have focused on some of the major areas where shortcomings were found. We are willing to provide further information or comments on any areas not addressed above upon request. It is hoped that the above information is helpful to you, and it helps you to understand some of the challenges a little better. Again, I truly appreciate your willingness to dig deep into our programs to see how you could offer the best kind of criticism; the kind that we could use to improve. Please let me know if I can be of further service. Sincerely, Barbara Bell DIRECTOR cc: Mayor County Solid Waste Division Corporation Counsel County Council Chair enclosures Harry Kim Mayor June 20, 2006 Barbara Bell Director Nielson Ho Deputy Director X1111untV of DEPARTMENT OF ENVIRONMENTAL MANAGEMENT r- I - 25 Aupuni Street, Room 210 + Hilo, Hawa'i'i 967204252 (808) 9614083 • Fax (808) 961 -8086 Q email-, hdem hawaii.hi.0 'r r Mr. Aaron S. Fujioka, Administrator State Procurement Office P. O. Box 119 Honolulu, HI 96810 -0119 Re: Grants and Landfill Diversion Program Dear Mr. Fujioka, .. = We are nearing the beginning of the new fiscal year and would like your advice on whether our current landfill diversion program process is acceptable. The Solid Waste Management hierarchy, as laid out in HRS 342G, prioritizes the use of solid waste management practices and processing methods as follows: 1. Source reduction; 2. Recycling and bioconversion, including composting; and 3. Landfllling and incineration. In following these priorities, the County developed a program to divert recyclable commodities from landfilling. In our line -item budget this program is named "Diversion Grants ". This program has been in place since 1992 and I believe the process has been similar throughout these years. The funding has grown from approximately $135,000 in FY 1992 to the current $650,000 for FY 2007. There are presently ten vendors participating in the Diversion Grant Program at this time. Some participate with multiple commodities; some participate with one single commodity. Notification consists of a published notice in both daily newspapers for Hawaii County. The notices (enclosed) lay out basic information regarding the program and designate the contact points for more information. Interested vendors are instructed to pick up the Guidelines packet (enclosed) and to submit the application that is contained in the packet. The County Department of Environmental Management, Solid Waste Division, reviews the applications, confirming the vendors have complied with all requirements and are qualified to perform the services. We then assess quantities of the various diversion grant items that will reasonably be invoiced through the year and set maximums, by contract, for each vendor. The fiscal year is divided into Hawa''i County is an equal opportunity provider and employer. Ig33 two periods to allow for better estimates from vendors as they go through the year and to allow us to redistribute any Rinds that may not have been used in the first half of the year. Though the funds are appropriated through the annual County Council budget ordinance, a recipient or provider is not identified in the budget process. If the process as outlined here, and shown in the enclosed documents, does not sufficiently meet State procurement criteria, we would appreciate hearing from you as soon as possible as your response may require that we ask for an exemption from the relevant portions of HRS Chapter 103D through our County Chief Procurement Officer. Please let me know if you need clarification or have further questions. I can be reached at 808- 961 -8083 or bbell(a7co.hawati.hi.us. Thank you for your prompt attention to this request. Sincerely, Barbara Bell DIRECTOR M. County Solid Waste Division Finance Director Corporation Counsel PUSUC NOTIG1~ DEPARTIIMSNT OF ENvLifNNMENTAL MANAGEM90 SOUP WAVE DIVIS1014 oNF -RSION GRAM' PROGRAM JANUARY YHROUGH JUNE. OF FISCAL YEAR 2DOS -06 EFFE;GM IMMmmATRY 1t►e sntu Waste {){vision al >L1e p�rtrgertt of �r►+Aro►KrientalManagement, aunt�ofHawa" lisrplltyinsven+sera�hatthafYW- ofi yrogr�M gtad�nas � irk �wsaq 0fs'dl�b t. 2GO9 clttnc+9h +xie sA, pr�r�n >wpl now also be ua f�. �, and grease � wt>♦ch ir+clunes, but k oat Pmised w, used coolcfr�]��. heel fallow. and itsh oLL VeHtdora pertfcipatl++g ��County"sD� n t�rartt program rnrst comply with ap regrurerrtertrs of tfte p� pt�ive paNcip`anta can obtain a copy of fha Flsced Yeas EROS -20de D{em}on Grant Program Cnrid*w K" Wm apokwoon fortes at the offices of the am Waste MOM. � of Trtryvknn!»�tal lJla+�emertt, i l>8 RaaAroad Avenue !1640. Hawa1Pt�roval ! Jatwary e. 2 ABteeM1°8p�pcaHpn form must ba uubmit[ep fora to wmcu an nt parttotpate In trio Diversion dint Program. Mterested parties may cap the o Hawel'f, D]ep t of 5ovironmentai mantageMent, Solid Wasto %dalon�t 2. flarbard ed Dkeaw p of Emim memw mme9amont Caunty of Hawarl ¢59728 ViavreR TAYJn Harald: JanueW 1, 20M 2=26 p)W0 NOME {COUNTY? 1 -13nZ Cos 015*4d 1 1 M29M 12426M DIVERSION GRANT PROGRAM GUIDELINES FY 2005 -2006 DEPARTMENT OF ENVIRONMENTAL MANAGEMENT COUNTY OF HAWAII BACKGROUND The County of Hawaii operates two municipal solid waste landfills that received approximately 230,000 tons of solid waste last year. In 1991, the State legislature passed Act 324, codified as Chapter 342G Hawai'i Revised Statutes, requiring that each County in the State have a goal to divert 25% of the waste stream by 1995, and 50% by the year 2000. In 2002, The County adopted an Update to the Integrated Solid Waste Management Plan to accomplish the State mandate. The County Department of Environmental Management, through the Solid Waste Division is continuing the Recycling Diversion Grant Program to provide an incentive for the diversion of designated products to recycle or re -use markets. Through this program, grants will be awarded to businesses that divert material, which is stipulated within this document, to on- island or off - island recycle or re -use end markets. Grants will be based on reported amounts of material diverted from either County landfill. Contracts will be awarded on a semi - annual basis with quarterly payments based on approved invoices. The County reserves the right to terminate or revise the program at any time if it is determined by the County to be in the best interest of the County. Each semi - annual period will be defined as July to December (1St period) and January to June (2 "0 period). To reach the goals set by the State, the County of Hawaii looks to local waste haulers, recyclers, businesses, and non- profit organizations to minimize the waste being landfilled. Through education, contracts, and this grant program, the County is hoping to reduce the amount of waste being landfilled, while providing incentives for developing markets for the diverted material. Revised 1212005 INTRODUCTION Enclosed with these guidelines is an application form, which needs to be completed and approved prior to award of any contract. Also enclosed are a SAMPLE Diversion Grant Agreement and a SAMPLE Diversion Grant Claim Form (Exhibits i & 11). A total amount of $650,000 is allotted for this fiscal year 2006 -2006. A maximum amount per semi - annual period of $325,000 will be made available for all Grantees or businesses that have a general excise tax license and will be paid out on a first claim basis until the contracted allotment of funds for each Grantee is exhausted. This amount does not imply that the total sum is designated per person or business. No more than one -half (112) of the semi - annual allotment for a specific diverted commodity may be awarded to any single Grantee through the application process. The grants will be awarded for the following qualifying commodities at a rate of $40 per ton of recycled paper fiber; $160 per ton of recyclable plastics; $80 per ton of mixed recyclables including paper fibers and plastics; $60 per ton of recycled Fats, Oils and Greases (FOGS); and $500 per ton of used latex paint that is diverted from the County landfills directly to a re -use or recycling end market. Awards may also include an additional financial per pound incentive for the provision of collection bins /services at a permitted County solid waste management facility. Required documentation showing proof of the sources of the materials collected for diversion and that the material was directly diverted to an on- island or off - island recycle or re -use end market is mandatory. These guidelines describe: • Funding eligibility and how to apply, Documentation required to complete the application, and • Procedures and criteria for evaluating diversion grant recipients. Revised 12/2005 2 Applicants should understand these guidelines before completing the agreement. Additional inquiries relating to the County's Diversion Grant Program may be addressed to Eileen O'Hora -Weir, Recycling Program Coordinator, Solid Waste Division, Department of Environmental Management at 961 -8942. Oral instruction and/or explanations are not binding on the County. Written inquiries should be addressed as follows: County of Hawai'i Department of Environmental Management Solid Waste Division c/o Recycle Coordinator 108 Railroad Ave Hilo, Hawai'i 96720 FUNDING LEVELS FOR DIVERSION GRANTS Grants will be awarded at the rate of $40 per ton of qualifying paper fibers (semi - annual maximum of $240,000 in total paper grants), $160 per ton of recyclable plastics (semi - annual maximum of $10,000 in total plastic grants), $80 per ton of mixed recyclables (semi - annual maximum of $25,000 in total mixed recyclables grants), $60 per ton of recycled FOGs (semi- annual maximum of $15,000 in total FOGs grants), $500 per ton of used latex paint recycling (semi - annual maximum of $5,000 in total used latex paint recycling grants) for material stipulated within this documentation. An additional monthly incentive will be paid to a vendor providing collection bins /services for paper fibers, plastics, and/or mixed recyclables at a permitted County solid waste management facility (semi - annual maximum of $30,000 for collection incentive grants). Any single eligible party may apply for up to one -half (1/2) of the total semi - annual allotment available for each recycled commodity under this program. To be eligible for payment, a Grantee must show proof that material stipulated within this document has been directly diverted to an on- island or off - island recycle or re -use end market. The County reserves the right to revise or terminate the program at any time, if it is in the best interest of the County. Revised 12/2005 3 ELIGIBILITY All applicants must have completed an application form and have received an executed Grant Agreement from the County. Applicants must submit an accurate and complete Diversion Grant Claim Form and must also submit copies of the certified weight scale tickets, a bills of lading for the material sent and/or proof of acceptance by a re -use or recycling end market or State of Hawai'i Department of Health certified FOGs reprocessing facility. For materials collected at permitted County solid waste management facilities, applicants must provide a monthly loa identifying the dates and weight of each container removed from the site, accompanied by certified weight scale ticket and description of materials collected. In the event more than one vendor applies to provide collection services at a single permitted County solid waste management facility, the County reserves the right to select one vendor to service each location based on proposed collection schedules and the size /design of the vendor's collection bins relative to available space and anticipated collection volumes. Vendors providing collection services for recyclables at permitted County solid waste management facilities will assume liability for those collections and be required to service the collection bins in a reliable and safe manner. The County reserves the right to cancel the Agreement if it is determined that the vendor has failed to maintain their collection bins. If the applicant meets the minimum eligibility criteria, the quarterly payment will be determined according to certified weight scales receipt consistent with the number of pounds reported. The quarters will be defined as July to September (15t), October to December (2 "d), January to March (P), and April to June (4th). ELIGIBLE PARTIES Any business, partnership, corporation, or non - profit organization is eligible to apply for diversion grants. Said entity must have a General Excise Tax number with the State of Hawai'i. Revised 1212005 4 ELIGIBLE MATERIAL Forty Dollars ($40) per ton will be awarded for any grade of paper or cardboard, One Hundred -Sixty Dollars ($160) per ton will be awarded for recyclable plastic, Eighty Dollars ($80) per ton will be awarded for mixed recyclables including paper fiber and plastics, Sixty Dollars ($60) per ton will be awarded for recycled FOGs, and Five Hundred Dollars ($500) per ton will be awarded for used latex paint diverted from the County's Landfills to a re -use or recycling end market on- island or off - island. The collection of paper fibers, plastics, or mixed recyclables including both paper fibers and plastics at any permitted County solid waste management facility will also be awarded grant funds to offset the costs of collection and transport. QUALIFICATION OF APPLICANTS All applicants having an Account Receivable with the County of Hawaii, Department of Environmental Management, shall be current and in good standing on that account. APPLICATION FORM AND CRITERIA FOR APPROVAL All interested parties must complete an application form (attached) and provide appropriate documentation. Applicants shall also submit information on prior experience and technical capability to operate a diversion recycling /reuse program. A list of prospective buyers and end markets for each specified item shall accompany the application. Additionally, applicants proposing to collect materials at permitted County solid waste management facilities must submit a description of the proposed collection bin, a site layout for each facility indicating area where collection bin(s) will be situated, a general description of proposed services including frequency of on -site service, signage, and other details pertaining to operations. Participants will also be required to provide proof of insurance policies naming the County as additionally insured, for the duration of the agreement, in the following coverage and amounts: Revised 1212005 5 a) Automobile Liability Insurance, with minimum limits of not less than Three Hundred Thousand Dollars ($300,000) for bodily injury or death per person and not less than Fifty Thousand Dollars ($50,000) per occurrence for property damage. b) General Liability Insurance, with minimum limits of not less than Three Hundred Thousand Dollars ($300,000) for bodily injury or death per person and not less than Fifty Thousand Dollars ($50,000) per occurrence for property damage. CONTRACTS The County will not review an Applicant's claim form until a semi - annual agreement exists between the Applicant and the County. The County reserves the right not to award any grant for which submitted back -up documentation or reporting is not complete. The County also reserves the right not to pay on documentation that is dated after the last working day of the semi - annual contract period. Semi - annual contracts must be signed, dated, notarized, and turned in by the applicant within 90 days of the first day of the first and third quarters of Fiscal Year 05 -06. In the event of any delay beyond the control of the County or Grantee, the County, at its sole discretion, may extend the agreement in the amount equal to the period of said delay. If no reimbursement requests are received within thirty (30) calendar days after the end of each quarter, the County reserves the right to close the contract. Any fund balance of undistributed semi - annual allotments may be carried over to the following semi - annual period of the same fiscal year. The County reserves the right to carry over any semi- annual balances or increase semi- annual allotments should funds become available. CLAIM REPORTS Included in this packet is a Diversion Grant Claim Form (Exhibit I for paper fibers, Exhibit 11 for plastics and/or FOGs, Exhibit III for mixed recyclables and/or used latex paint, and Exhibit Revised 1212005 6 IV for provision of collection services at permitted County solid waste management facilities) that must be signed & submitted quarterly along with the appropriate documentation on the source(s) of the collected, diverted materials, bill(s) of lading, certified weight scale tickets, and documentation of purchase from buyer(s). The included Diversion Grant Claim Forms supersede all others, all previous versions of the Diversion Grant Claim Forms are no longer acceptable; please make sure that you have the current Diversion Grant Claim Forms when submitting your quarterly claims. Eligible parties applying for Diversion Grants are responsible for providing complete information to the County on a Diversion Grant Claim Form. Records of the material reported must be kept by each applicant and a certified copy submitted to the County with the signed original quarterly Diversion Grant Claim Form. Documentation must include copies of an accounting of the amounts & source(s) of the diversion materials, the sale and weight scale receipts which detail the type and weight of recycled material transferred to a recycle or re -use end market, the collector, the processor or converter purchasing or accepting the materials, and the date of the transaction. For materials collected at permitted County solid waste management facilities, applicants must provide a monthly log identifying the dates and weight of each container removed from the site, number and contents of each container removed from the site, and certified weight scale tickets for each container removed from the site. Tracking of materials collected at permitted County solid waste management facilities must account for the total tonnage from point of collection to final on- island or off - island end use /market. All documentation must be signed by authorized personnel. All grant recipients must maintain all original receipts and records for a minimum of three years following the grant period and all such receipts and records are subject to inspection by the County. Names, mailing addresses and service addresses of customers of the diversion grant claimants are subject to the disclosure limitations in Section 92F, Hawaii Revised Statutes as Revised 1212005 7 disclosure could cause substantial harm to the competitive position of the claimant from whom the information was obtained. PAYMENT The County intends to make payments on eligible grant diversions no later than 30 days after receipt of the signed original quarterly claim form applications. Applicant must attach all necessary documentation including certified weight scale tickets, proof of acceptance by re -use or recycle market, applicable bills of lading and/or summary sheets with their invoices. Grantee's requests and payments shall be made on a quarterly basis. Total payments shall not exceed semi - annual estimated totals. If all funds encumbered are not used, each semi - annual contract will be closed and unused funds will lapse and may be carried forward to the following semi - annual period for further use. If the Grantee's total semi - annual payment requests are greater than the amount encumbered per Grantee's contract, the Grantee may submit payment requests for the difference in the following semi - annual period, depending on availability of funds. During any semi - annual period a Grantee's request shall not exceed one -half (112) of the total semi- annual allotment for the program unless an addendum to contract has been properly executed and approved by the Director. The County will review the claim forms and documentation to determine whether the amount of material listed will qualify for diversion grant payments. If conflicts arise within the submitted documentation, the Grantee will be informed of the error. If there is an accounting error in the submitted claim forms or supporting documentation the County shall make an appropriate correction, however in cases of missing, incorrect or incomplete submissions the claimant will be required to re- submit the corrected applicable documents. Correction to applications or documentation must be returned to the Solid waste Division within ten (10) calendar days from the postmark date on the County's request for correction. Corrections Revised 1212005 8 received by the County after the above stated correction period elapses will be rejected unless otherwise approved in writing by the County. TAX CLEARANCE For contracts $25,000 and over, the grantee/bidder/applicant, before entering into a contract with the County of Hawaii, will be required to provide the County with a current original Federal and State tax clearance certificate from the State Director of Taxation and the Internal Revenue Service to the effect that all delinquent taxes levied or accrued under Federal and State statutes against said person, firm or corporation have been paid, and any other evidence requested by and acceptable to the contracting officer to demonstrate that the prospective bidder is not in default of any obligations due to the Federal or State government or any of its political subdivisions. The tax clearance must be valid on the date the contract is signed by the Grantee and shall remain current during the entire grant period. A tax clearance is valid for six (6) months after date of issuance. The final payment on this contract shall not be settled until the Grantee obtains receipt of a current tax clearance from the Department of Taxation to the effect that all delinquent taxes levied or accrued under State statutes against the Grantee have been paid. AUDITS Grant recipients are 'subject to audit by the County to assure that the grant activities were in accordance with the terms of the Grant Agreement and the Diversion Grant Form. If a grant recipient is found to have falsified documentation, the Grantee will be responsible to return to the County all grant money received with 15% interest, compounded daily, from the time the Grantee received the money. Non - return of grant money obtained under falsified documents within 10 days of notification will cause the County to turn over collection to an established private collection agency. Revised 12/2005 9 The County may turn all such matters over to the Prosecutor's Office for investigation and prosecution of fraud. The Solid Waste Division will encourage pursuit of maximum penalties in all cases where indictments, relative to falsifying information related to this program, are reached. QUESTIONS Any explanation desired by an applicant regarding the meaning or interpretation of this solicitation must be requested in writing and with sufficient time allowed for the County's reply to reach all prospective applicants before the submissions of their application. Oral explanations or instructions will not be binding. The address to send all such correspondence is: County of Hawai'i Department of Environmental Management Solid Waste Division c/o Recycle Coordinator 108 Railroad Ave Hilo, Hawaii 96720 Grant claim forms and attached documentation should be submitted to the same address by required deadlines. Revised 1212005 10 Business Name: Contact Person: Business Address: COUNTY OF HAWAI`l DEPARTMENT OF ENVIRONMENTAL MANAGEMENT APPLICATION FOR DIVERSION GRANT PROGRAM FISCAL YEAR 2005 -2006 Bus. Ph.. No. and StreetCity State State of Hawaii General Excise Tax License Number: Owners and Officers: Name Residence Address Position Number of years in business in Hawaii: Zip Code Percentage of Ownership SECTION l Amount of product recycled to an on- island or off- island markets for: FY 04 -05 (if applicable) Estimate for FY 05 -06 Ledger & Mixed Paper: Newspaper: Cardboard: Plastics Mixed Recyclables: Fats, Oils & Greases: Used Latex Paint: lbs. lbs. lbs. lbs. lbs. lbs. lbs. lbs. lbs. lbs. lbs. lbs. lbs. lbs. SECTION II If applying to provide collection services for paper fibers, plastics, and/or mixed recyclables (paper fibers and plastics) at permitted County solid waste management facilities, complete the section below. Attach additional sheets if proposing to collect more than one commodity at a facility. Check the facility you propose to service, describe the commodity you propose to collect, and provide the collection bin rate you propose to provide these services. Attach proposed operations plan, collection bin dimensions /description, and site layout indicating where collection bin will be situated. Revised 12/2005 11 Transfer Station Hilo Papaikou Honomu Laupahoehoe Paauilo Honokaa Waimea Hawi Puako Kealakehe Keauhou Keei Waiea Waiohinu Pahala Volcano Glenwood Keaau Pahoa Kalapana Type of Collection(s) Proposed Monthly Award for Collections $ $ $ $ Describe proposed operations at permitted County solid waste management facilities including frequency of service, anticipated containers needed per site per month, location, and language for signage, and proposed site location for collection bin(s) at each facility. Attach additional sheets and site layout plan as necessary to describe proposed services. Facility Plot Plan and Collection Bin Location: Revised 1212005 12 Signature of Owner /Officer Signature of Owner /Officer Print Name & Title Date Approved: Director Date Revised 1212005 13 DATE: CLAIMANT: PAPER FIBERS COUNTY OF HAWAI'I DIVERSION GRANT CLAIM FORM Department of Environmental Management, Solid Waste Division CLAIM PERIOD: GENERAL EXCISE TAX NUMBER: MAILING ADDRESS: TOTAL QUARTERLY MATERIAL DIVERTED Newspaper Cardboard Ledger Paper (PLEASE PRINT) EXHIBIT I TONS SOURCE(S) END USA (If multiple sources and/or end uses, please attach spreadsheet) Mixed Paper TOTAL TONNAGE x $40 (Grant Due) INFORMATION ON BUYER(S): If more than one buyer, please attach a separate sheet with the following information provided for each buyer. NAME OF BUYER: ADDRESS: MATERIAL(S) PURCHASED: TONS: CONTACT PERSON: PHONE NUMBER: CLAIMANT SIGNATURE Required documentation for confirmation must accompany this form. Revised 1212005 14 PLASTICS & FATS, OILS AND GREASES (FOGs) COUNTY OF HAWAII DIVERSION GRANT CLAIM FORM Department of Environmental Management, Solid Waste Division DATE: CLAIMANT: GENERAL EXCISE TAX NUMBER: MAILING ADDRESS: CLAIM PERIOD: (PLEASE PRINT) EXHIBIT II TOTAL QUARTERLY MATERIAL DIVERTED TONS SOURCE(S) END USES (if multiple sources and/or end uses, please attach spreadsheet) PLASTIC (indicate type(s) i.e. #1; #2; Mixed #1 & #2) (Type) (Type) (Type) TOTAL PLASTIC TONNAGE TOTAL QUARTERLY MATERIAL DIVERTED FOGS TOTAL FOGS TONNAGE x$160 = (Grant Due) TONS SOURCE(S) END US (If multiple sources and/or end uses, please attach spreadsheet) X $60 = (Grant Due) TOTAL QUARTERLY GRANT (PLASTICS & FOGs) AMOUNT DUE $ INFORMATION ON BUYER(S): If more than one buyer, please attach a separate sheet with the following information provided for each buyer. NAME OF BUYER: ADDRESS: MATERIAL(S) PURCHASED: CONTACT PERSON: PHONE NUMBER: CLAIMANT SIGNATURE TONS: Required documentation for confirmation must accompany this form. Revised 1212005 MIXED RECYCLABLES & USED LATEX PAINT EXHIBIT III COUNTY OF HAWAII DIVERSION GRANT CLAIM FORM Department of Environmental Management, Solid Waste Division DATE: CLAIMANT: GENERAL EXCISE TAX NUMBER: MAILING ADDRESS: CLAIM PERIOD: (PLEASE PRINT) TOTAL QUARTERLY MATERIAL DIVERTED TONS SOURCES END USE (S) (If multiple sources and/or end uses, please attach spreadsheet) MIXED RECYCLABLES (Indicate type of mixed commodities i.e plastics & paper) (Type) (Type) (Type) TOTAL MIXED RECYCLABLE TONNAGE X$80= (Grant Due) TOTAL QUARTERLY MATERIAL DIVERTED TONS SOURCE(S) END USE(S) (If multiple sources and /or end uses, please attach spreadsheet) Used Latex Paint TOTAL PAINT TONNAGE x $500 = (Grant Due) TOTAL QUARTERLY GRANT (MIXED RECYCLABLES & PAINT) AMOUNT DUE $ INFORMATION ON BUYER(S): If more than one buyer, please attach a separate sheet with the following information provided for each buyer. NAME OF BUYER: ADDRESS: MATERIAL(S) PURCHASED: TONS: CONTACT PERSON: PHONE NUMBER: CLAIMANT SIGNATURE Required documentation for confirmation must accompany this form. Revised 1212005 16 COLLECTION AT PERMITTED COUNTY FACILITIES EXHIBIT IV COUNTY OF HAWAII DIVERSION GRANT CLAIM FORM Department of Environmental Management, Solid Waste Division DATE: CLAIMANT: GENERAL EXCISE TAX NUMBER: MAILING ADDRESS: CLAIM PERIOD: (PLEASE PRINT) Transfer Station # /Collection Bins Month! AI ward_ x # /Months = Total Hilo $ Papaikou $ $ Honomu $ $ Laupahoehoe $ $ Paauilo $ $ Honokaa $ $ Waimea $ $ Hawi $ $ Puako - $ $ Kealakehe $ $ Keauhou $ $ Keei $ $ Waiea $ $ Waiohinu $ Pahala $ Volcano $ Glenwood $ $ Keaau $ $ Pahoa _ $ $ Kalapana $ $ TOTAL # of CONTAINERS TOTAL AWARD DUE $ TOTAL TONNAGE COLLECTED AT PERMITTED COUNTY FACILITIES: CONTACT PERSON: PHONE NUMBER: CLAIMANT SIGNATURE Required documentation for confirmation must accompany this form. Revised 1212005 17 SAMPLE AGREEMENT DIVERSION GRANT PROGRAM FY 2005 -2006 THIS AGREEMENT, made and entered into this day of 2005, by and between AGREED GRANTEE and the COUNTY OF HAWAI'I a municipal corporation, by HARRY KIM, its Mayor, AGREED GRANTOR. WITNESSETH: That for and in consideration of the payments hereinafter provided, the Agreed Grantee and the Agreed Grantor hereby agree to enter into a Grant Agreement to pay the Grantee FORTY AND NO/100 DOLLARS ($40.00) PER TON for paper fibers (computer, white or colored ledger paper, cardboard, newspaper, boxboard and all other paper not previously described); ONE HUNDRED SIXTY AND N01100 DOLLARS ($160.00) PER TON for recyclable plastics; EIGHTY AND NOI100 DOLLARS ($80.00) PER TON for mixed recyclables which are composed of commingled paper fibers and plastics collected at permitted County of Hawai'i solid waste management convenience centers; SIXTY AND N01100 DOLLARS ($60) PER TON for recycled Fats, Oils and Greases (FOGs); FIVE HUNDRED AND NO /100 DOLLARS ($500) PER TON for used latex paint which has been re -used or recycled to an on- island or off - island end use market. Additionally, the Agreed Grantor will pay the Grantee to provide collection and transport services for specified recyclables at permitted County solid waste management facilities as identified in Attachment A of this Agreement. Claims must be requested within the specified time limit and with the specified forms and documentation stipulated in the Diversion Grant Program Guidelines FY 2005 -2006 which are previously approved and made a part hereof and available for inspection with the - Solid Waste Division of the Department of Environmental Management. The total grant provided to the Agreed Grantee for the semi- Revised 1212005 18 annual period of shall not exceed Furthermore, of the total amount awarded, $ shall be provided to the Agreed Grantee for the collection of paper fibers, $ shall be provided to the Agreed Grantee for the collection of plastics, $ shall be provided to the Agreed Grantee for the collection of mixed recyclabies, $ shall be provided to the Agreed Grantee for the collection of FOGS, $ shall be provided to the Agreed Grantee for the collection of used latex paints, and $ shall be provided to the Agreed Grantee for the provision of collection bins /services per the terms and conditions stipulated in Attachment A. Any revision to the grant amount shall not be valid unless a certification of availability of funds is issued by the Finance Director. And in consideration of the payment the Agreed Grantee, or his authorized representative, the undersigned, certifies that all claims made are true and the requirements of the Diversion Grant Program summarized in the Guidelines have been fully met. That for contracts of $25,000.00 or greater, said requirements include a receipt of a current State and Federal Tax Clearance Certificate for the Director of Taxation as a prerequisite to acceptance of this contract, and another tax clearance before final payment is made under this contract. The Agreed Grantee agrees to grant the County of Hawaii access to those records needed to verify the information provided in the connection with this application procedure. Also, the Agreed Grantee will repay the County all grant money received with 15% interest, compounded daily, from the time the Grantee received the money if the County can prove by a preponderance of evidence that the grant documentation was falsified and claims were untrue. Furthermore, it is understood that the Agreed Grantee shall be responsible for being fully informed of all federal, state, and county laws, ordinances, rules, and regulations which in any manner affect this Agreement and the performance thereof. During the performance of this Revised 1212005 19 contract, the Agreed Grantee shall not discriminate against any employee or applicant for employment because of race, color, religion, sex or national origin; likewise, for treatment of the employee during his/her employment. Notice setting forth the provisions of the non- discrimination clause, furnished by the Agreed Grantor shall be posted in conspicuous places by the Agreed Grantee. Non - compliance may lead to cancellation or suspension of this contract or declaration of ineligibility on future contracts. It is understood that the Agreed Grantee states that the Grantee, its officers, agents and employees are independent contractors and not employees of the County of Hawaii. Furthermore, the Agreed Grantee shall indemnify and hold harmless the County of Hawai'i, the appropriating contracting agency, the involved officers, employees and agents from and against all claims, damages or costs arising out of or in connection with the acts or omissions of the Grantee. It is understood and agreed that any services to be provided in accordance with the terms of this contract may be terminated immediately, in whole or in part, upon finding by the County or any court of competent jurisdiction that these services must be provided by public employees, pursuant to Civil Service or other law. it is further understood, that should such a finding be made, the County will not be liable under this contract for any resulting damages, and such a termination will not be considered a breach of this contract. For and in consideration of the agreements of the Agreed Grantor herein and upon the full and faithful performance thereof by the Agreed Grantee or its legal representative, the Agreed Grantor hereby agrees to pay the Agreed Grantee, or its legal representative, in lawful money of the United States of America. IN WITNESS WHEREOF, the Agreed Grantee has caused this agreement to be executed on its behalf by , its , and the Agreed Grantor has caused this agreement to be executed on its behalf by HARRY KIM, its Mayor, at Hilo, Hawai'i, State of Hawai'i, as of the day and year first above written. Revised 12/2005 20 RECOMMEND APPROVAL.: Barbara Bell Director of Environmental Management APPROVED AS TO FORM AND LEGALITY: By AGREED GRANTOR: COUNTY OF HAWAI'I HARRY KIM Its Mayor AGREED GRANTEE; By Deputy Corporation Counsel Its Dated: Revised 1212005 21 SAMPLE AGREEMENT DIVERSION GRANT PROGRAM FY 2005 -2006 ATTACHMENT A MONTHLY AWARD FOR PROVISION OF RECYCLABLE COLLECTIONS AT PERMITTED COUNTY SOLID WASTE MANAGEMENT FACILITY Transfer Station Type of Collection(s) Total Monthly Award Hilo $ Papaikou $ Honomu $ Laupahoehoe $ Paauilo $ Honokaa $ Waimea $ Hawi $ Puako $ Kealakehe $ Keauhou $ Keei $ Waiea $ Waiohinu $ Pahala $ Volcano $ Glenwood $ Keaau $ Pahoa $ Kalapana $ Revised 1212005 22 STATE OF HAWAII ) SS. COUNTY OF HAWAII ) On this day of , 2005, before me personally appeared HARRY KIM, to me personally known, who, being by me duly sworn, did say that he is the Mayor of the COUNTY OF HAWAII, a municipal corporation of the State of Hawai'i; that the seal affixed to the foregoing instrument is the corporate seal of the said County of Hawaii; that the foregoing instrument was signed and sealed in behalf of the County of Hawai'i by authority given to said Mayor of the County of Hawai'i by Section 5- 1.3(g) of the County Charter, County of Hawaii (2000), as amended; and said HARRY KIM acknowledged said instrument to be the free act and deed of said County of Hawai'i. Notary Public, State of Hawaii My commission expires: Revised 1212005 23 STATE OF HAWAII SS. COUNTY OF HAWAII ) On this day of 2005, before me appeared to me personally known, who, being by me duly sworn, did say that he/she is the of a Hawaii Corporation; that the seal affixed to the foregoing instrument is the corporate seal of said corporation; that said instrument was signed and sealed in behalf of said corporation by authority of its Board of Directors; and the said acknowledged said instrument to be the free act and deed of said corporation. Notary Public, State of Hawaii My commission expires: Revised 1212005 24 Harry Kim Mayor July 10, 2006 County of Hawaii Finance Department 25 Aupuni Street, Room 118 • Hilo, Hawaii 96720 (808) 961 -8234 • fax (808) 961 -8248 Ms. Barbara Bell, Director Department of Environmental Management County of Hawaii 25 Aupuni Street Hilo, HI 96720 Dear Barbara, William Takaba Director Nancy E. Crawford Deputy Director C7 CTN L E— My staff and I have had a chance to review the draft Limit Scope Performance Audit of the Department of Environmental Management Recycle and Diversion Grant Program for Fiscal Years 2004 and 2005. We have the following comments to make on the audit: r-" rrI E,�0 C/3 i i o • On pages 11 and 16, the recommendation is made to use the FRESH project accounting module to help track the contract - and program- related expenditures, as well as, the billings and payments made to the contractors, While this may be a viable option, I believe that your staff are already aware that they can use the General Ledger and Purchasing (PO section) modules to track much of the same information. The Update Purchase Orders screen provides a complete history of each contract that was implemented after we went live on FRESH in May of 2004 (or since conversion for purchase orders converted from the WANG). This information includes payments made to each contractor (vendor). • On page 15, the recommendation is made to consult with the Finance Department to help establish a risk management policy. We are happy to work with your department to look at risks and exposures. • On page 17, the recommendation is made to consult with the Finance Department and Corporation Counsel to develop written policies and procedures relating to procurement and contracting. As I am sure you are aware, the Finance Department has a Purchasing Manual, which contains all of the County's purchasing and procurement policies and procedures that apply to every department in the County. However, if you decide to develop more specific policies and procedures for your _ . 0H E O T M Hawai'i County is an equal opportunity provider and employer. JUL 1 V 2006 hk r0 -7 Page 2 department, we will be happy to help ensure that they are not in conflict with the County's policies. In addition, the Departments of Finance and Environmental Management, as well as others, continue to work with Corporation Counsel to update the standard terms and conditions for all contracts. In various sections of the report, the procurement exemption is mentioned. It is our understanding that for the last decade, the Finance Department has considered the diversion grant and glass diversion grant programs to be outside of the procurement regulations. A competitive procurement process does not lend itself to this type of project, which encourages broad participation by awarding contracts to all qualified vendors. It was developed and budgeted as a grant program. On page 24 in the second recommendation, you may want to consult with Corporation Counsel about taking any "conflicts of interest" or "related party transaction" issues to the Ethics Commission to make a ruling. On page 71, the Department of Finance will be changing our policy of certifying funds to make the date match the day we encumber the funds when the contract is routed to help prevent this type of confusion in the future. The date that the contract is entered and the PO created, is the date the funds are actually certified. if you have any questions on the above, or if we can be of additional service, please do not hesitate to call me. Sincerely, i William Takaba Director cc: Dixie Kaetsu, Managing Director