agency file retrieval product roundtable

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© 2012 Environmental Data Resources, Inc. Product Roundtable, Scottsdale Agency File Retrieval Service

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2012 EDR Client Summit: Agency File Retrieval Product Roundtable

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Page 1: Agency File Retrieval Product Roundtable

© 2012 Environmental Data Resources, Inc.

Product Roundtable, Scottsdale

Agency File Retrieval Service

Page 2: Agency File Retrieval Product Roundtable

A confidential, fast, and cost effective document retrieval service. Agency files for your property are accessed by a local, certified EDR Advisory Partner, scanned, and delivered to you for review, all for a fixed cost.

Agency File Retrieval Service

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Page 3: Agency File Retrieval Product Roundtable

Agency File Retrieval

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Page 5: Agency File Retrieval Product Roundtable

Driver of Agency File Reviews

• 60% of Phase I’s always or very often include the EP seeking agency files.• It is a core ASTM 1527 data element.

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Page 6: Agency File Retrieval Product Roundtable

Market Research• Survey of 400 EP’s.• Calling campaign to all 50 state agencies to document

processes.• ASTM task group participation.• EP interviews• Discussions with lenders

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Page 7: Agency File Retrieval Product Roundtable

Tank Closure• Example: EP’s use agency

files to confirm closure of a tank and/or to learn details about the closure, particularly whether the closure included excavation and remediation. Also, the standards to which it was remediated suggest whether residual contamination was left in place.

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NFA

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Details• I’m doing a Phase I, and

can account for the closure of four tanks. How many were originally installed?

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Page 10: Agency File Retrieval Product Roundtable

Beyond the database report• This is what was in the DB Report

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Beyond a Radius Map• Two waste oil tanks• 500 & 250 gallons• Removed in ‘91• Filled w/ sand & gravel• Oversight by FD• ESA performed• No contamination observed

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Considerations• Qualifications of EP

• Certified EDR Advisory Partner• Insurance• Training• EP status, per AAI• Profile available for review

• Identifying and copying correct files• The reason we use an EP…not a doc retrieval company• Instructions forwarded from you to the onsite EP• Experience pulling files in each state

• Fixed price per state…no unknown, uncapped hourly rate• Deliverable is securely downloadable from EDR website

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Ordering• Only available when property is a listed site• Fixed price per state (for example, $300 in MA)• Two week TAT• Order up front, or add to order later• Contact your AE for more information

• 800-352-0050• Send questions to:

Pat Coyne, VP Product Management, EDR

[email protected]