Indiana Brownfields Program: Partnerships that Make a Difference Environmental Stewardship. Economic Development. Michele Oertel Federal Funding & Community Relations Coordinator Brownfields 2015 National Brownfields Training Conference Chicago, IL September 2, 2015

Presentation Overview Why bother partnering? Who are some premium partners? What is the Indiana Brownfields Program (IBP), & how can it help? Who else has financial, legal/liability, &/or technical assistance? Why is resource leveraging important? What partnerships have made a difference? What are some environmental/economic success stories in Indiana? What are some take-home points?

Value of Partners/Leveraged Incentives Minimize environmental liability Subsidize assessment & remediation costs Increase funding opportunities

Howdy, Partner

Indiana Brownfields Program Background Created by 2005 legislation (SEA 578); IC Housed under the Indiana Finance Authority (IFA) Funded by state appropriations & federal funds Works in partnership with U.S. EPA to provide incentives to address brownfields Provides govt. assistance to address environmental issues to facilitate brownfield redevelopment

Indiana Brownfields Program Background Allows for voluntary participation – not regulatory Works typically with communities & Prospective Purchasers vs. Responsible Parties Relies on existing laws/regulations/policies to protect human health & the environment Varies processes & balances professional services based on the different incentives & community needs Utilizes Indiana Department of Environmental Management (IDEM)’s Remediation Closure Guide Offers site liability clarification & closure documents

Indiana Brownfields Program Lends a Hand Helps communities by providing: Educational Assistance Financial Assistance Legal Assistance Technical Assistance

Indiana Brownfields Program Lends a Hand Coordinates with: U.S. EPA for financial assistance = leveraging IDEM’s Voluntary Remediation Program  Certificates of Completion  Covenants Not to Sue Other related IDEM programs as appropriate = leveraging Other agencies = leveraging

IBP Incentives – When Stakeholders Want/Need $… Indiana Brownfields Program – loan funding, professional services Revolving Loan Fund (RLF) Incentive (federally funded) IFA State Revolving Fund (SRF) Loan Program coordination IDEM Supplemental Environmental Project (SEP) coordination Phase I & Petroleum Orphan Sites Initiatives (POSI) coordination OCRA (Office of Community & Rural Affairs)-IFA partnership program coordination (e.g., demo, PI/II) DLGF Tax Waiver brownfield determinations Misc. brownfield determinations/support letters Current/future funding via U.S. EPA (e.g., 128(a))

IBP Incentives – When Stakeholders Want/Need Legal & Technical Assistance Indiana Brownfields Program – environmental technical oversight, letters at no cost via request form; not only tied to financial assistance Comment Letters Environmental liability clarification/closure letters (per non-rule policy) Comfort Letters (includes Bona Fide Prospective Purchaser language) Site Status Letters No Further Action Letters

Partners/Resources Those that might need/have assistance : State & Federal Government Agencies – Public (e.g., IFA, IDEM, OCRA, IEDC, IHCDA, IDNR, INDOT, USDA-Rural Development, U.S. EPA, HUD) Local Government – Public Local/State Interest Groups – Private & Public Local Business Organizations – Private & Public

IFA Brownfields-SRF Partnership Loan Funding State Revolving Fund (SRF) loan funding is available to fund brownfield cleanup activities that abate or prevent Nonpoint Source (NPS) pollution of Indiana’s waters as a NPS water pollution control project under the Section 319 of the Clean Water Act

IFA Brownfields-SRF Partnership Loan Funding Integrating a brownfield project (= NPS sometimes) with a SRF wastewater infrastructure project lowers the interest rate for a loan by up to 0.5 percent, making available additional funds that can be applied to qualified NPS activities

IFA Brownfields-SRF Partnership Loan Funding Types of eligible activities for brownfields contaminated with hazardous substances &/or petroleum affecting surface or ground water quality: Excavation, removal & disposal of soil, sediments, &/or underground storage tanks (USTs) Capping of wells or soil or landfills Demolition, if necessary to get to contaminant source

IFA Brownfields-SRF Partnership Loan Funding More types of eligible activities for brownfields contaminated with hazardous substances &/or petroleum affecting surface or ground water quality: Monitoring & remediation of contaminated ground water &/or surface water Water quality-related landfill closure activities at public & privately owned landfills without leachate collection systems Remediation Work Plan development

IFA Brownfields-SRF Partnership Loan Funding Partnership Success Story: Former LaBour Pump/Sterling Park, Elkhart Illustrates how innovative partnerships & leveraged resources can transform a long-standing brownfield site into a sustainable public asset for residents Value of exploring & blending different financing options Funding mix/benefits: U.S. EPA Brownfields RLF $ from IFA, SRF NPS loan savings (plus local public & private resources); reliable repayment source

IFA Brownfields-SRF Partnership Loan Funding Partnership Success Story: Former LaBour Pump/Sterling Park, Elkhart “Green” space – Sterling Park, a small community park/garden, includes landscape & hardscape & 29 raised bed gardens. Redevelopment green components include use of wind/solar-powered lights & reuse of granite from nearby Miles Labs

IFA-IDEM Partnership Petroleum Orphan Sites Initiative (POSI) Funding source: $3M Excess Liability Trust Fund (ELTF) transfer from IDEM to IFA for SFYs ’14 & ’15 Address petroleum contamination on brownfield sites resulting from leaking USTs that cannot be addressed by the responsible party due to an inability-to-pay, bankruptcy, or other factors (orphan sites) Hazardous substances or petroleum contamination from other on-site sources (e.g., hydraulic lifts, etc.) also addressed if funding is available Site assessment, UST removal, & remediation

IFA-IDEM Partnership Petroleum Orphan Sites Initiative (POSI) Partnership Success Story: Clark Store 686, Hartford City As of November 1, 2014, $695,641 has been awarded for 5 sites, including Clark Store 686 in Hartford City POSI-funded UST removal could not be funded by the responsible party (which used its IDEM ELTF-eligibility to fund groundwater remediation & vapor mitigation on an adjacent residence)

IFA-IDEM Partnership Petroleum Orphan Sites Initiative (POSI) Partnership Success Story: Clark Store 686, Hartford City Hartford City acquired the site & adjacent residence & demolished all surface structures in preparation for redevelopment, & eliminated a long- standing blight

IFA-OCRA Partnership DR2 Demolition Funding Innovative incentive from collaborative efforts between two “sister” government agencies to finance brownfield redevelopment projects & revitalize blighted communities OCRA Disaster Recovery 2 (DR2) funding for brownfield demolition/clearance & other eligible activities First come-first served application process Limited funding/timeframe: 14 awards total, totaling over $4M

IFA-OCRA Partnership DR2 Demolition Funding Partnership Success Story: Old Flora School, Flora Town of Flora was awarded $446,400 in grant funds for Old Flora School Vacant, 3-story building within mixed residential & agricultural area had environmental concerns Four occupied condominiums attached to the rear of the building were not part of demolition project Funding mix: includes past IBP Assessment funding

IFA-OCRA Partnership DR2 Demolition Funding Partnership Success Story: Old Flora School, Flora Activities included asbestos abatement/remediation & demolition Redevelopment plans include senior housing or a youth center

Program Site Averages*

Examples of Brownfield Reuse/Redevelopment Industrial Industrial (single building or park complex) Commercial Commercial (bank) Retail Retail (shopping center, grocery store) Residential Residential (houses, condos, apartments) Public Public (government offices) Greenspace Greenspace (park, soccer field, golf course, trail, greenway) Mixed

Redevelopment by Land Use Industrial: 18% Misc: 7% Government, Recreation, Parks: 21% Residential: 13% Commercial: 41%

Take-home Points Brownfields: Brownfields: embrace opportunities to overcome obstacles/challenges! The end: The end: begin with this in mind – reuse/revitalization vs. next application Success: Success: talk with other successful stakeholders & don’t reinvent the wheel 3 Ps/keys: 3 Ps/keys: focus on planning, public participation, & partnerships!!! Leveraging: Leveraging: explore state &/or federal assistance, among other resources Indiana Brownfields Program: Indiana Brownfields Program: inquire about tools & access to other resources to address environmental issues to facilitate brownfield redevelopment Teamwork: Teamwork: develop partnerships that make a difference

Contact Information Meredith Gramelspacher, Program Director /General Counsel Sue Overstreet, Administrative Assistant, General Questions Michele Oertel, Federal Funding & Community Relations Sara Westrick Corbin, Financial Resources Kevin Davis, Technical Matters Check out the Indiana Brownfields Program Web site at: Check out the Indiana Brownfields Program Web site at: Environmental Stewardship. Economic Development.

Thank You