Performance Track Annual Performance Reporting

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Performance Track Annual Performance Reporting

• The Whats, Whys and Hows of Completing Your
  Annual Performance Report
• April 2002

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Purpose

• Allows facility to demonstrate progress towards
  its performance commitments
• Confirms that a member facility is maintaining
  its qualifications
• Informs EPA and the public on the effectiveness
  of the program
• A critical step in furthering the development of
  the program, especially with respect to incentives

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Design and Development

• Designed to be user-friendly
• Asks only for information related directly to the
  program
• Pre-tested with member facilities and revised

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Fundamentals
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Overview of Reports Contents

• Cover page
• Section A General Facility Information
• Section B Environmental Management System
• Section C Environmental Performance Commitments

• Section D Public Outreach and Performance
  Reporting
• Section E Self-Certification of Continued
  Program Participation

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Cover Page

• What Are We Asking For?
• Background information on the report
• Why Are We Asking For It?
• To facilitate report review and display
• Tips
• The P-Track On-Line system will pre-populate your
  report to the extent possible.
• Dont know your facilitys Performance Track ID?
  See www.epa.gov/performancetrack/particip/alphabe
  t.htm and click on your facilitys report. See
  the URL. Your ID is the 7-digit number
  beginning with A (e.g., A09-0015).

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Section A General Facility Information

• What Are We Asking For?
• Background information on your facility
• Why Are We Asking For It?
• To ensure that your facility profile is accurate,
  complete, and up-to-date
• Tips
• The P-Track On-Line system will pre-populate your
  report to the extent possible.
• Dont know your NAICS codes? See pages 7-8 of
  the instructions for websites that you help you
  determine NAICS codes.

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Section B Environmental Management System

• What Are We Asking For?
• Information on the performance and assessment of
  your EMS
• Why Are We Asking For It?
• To demonstrate that youre proactively
  identifying and addressing EMS and compliance
  problems
• To demonstrate that your EMS is sound
• To show that your facility is addressing a broad
  array of significant environmental aspects even
  beyond those of your Performance Track
  performance commitments

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Section D Public Outreach and Performance
Reporting

• What Are We Asking For?
• A summary of a facilitys public outreach and
  performance reporting activities conducted during
  the year.
• Why Are We Asking For It?
• Interaction with the public on environmental
  issues is an integral component of the program.
• Tips
• To distribute your report to the public, you may
  use a method appropriate for your facility (e.g.,
  consistent with your other outreach methods).
• Feel free to provide a link to your report posted
  on Performance Tracks website.

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Section E Self-Certification of Continued
Program Participation

• What Are We Asking For?
• Signature of senior manager with responsibility
  for the facility.
• Why Are We Asking For It?
• To certify that information in the APR is true,
  accurate, and complete.
• To certify that the facility continues to adhere
  to program criteria.
• Tip
• Please be sure to fax a signed copy of Section E
  to [phone].

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Section C Environmental Performance Commitments

• What Are We Asking For?
• Quantitative measurements of progress made
  towards environmental performance commitments
  made
• Actual and normalized data
• Descriptions of activities that led to, or
  delayed, progress
• Why Are We Asking For It?
• To understand and show facilities individual and
  collective environmental achievements while
  participating in the program.
• To demonstrate the environmental merits of the
  Performance Track initiative.

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Section C Performance Commitment TablesTips

• You need only complete the columns for
• -- Baseline (use data from your application)
• -- Performance commitment (use data from your
  application)
• -- Year 1 (2001 data)
• Calendar years
• -- Baseline 1999 or 2000 (depends on facility
  and date of application)
• -- Year 1 2001
• -- Performance commitment 2003

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Section C Performance Commitment TablesTips
(cont.)

• Categories, Aspects, and Measurement Units are
  standardized. See the Environmental Performance
  Table in the back of the instructions.
• Use the Aspects and Measurement Units that you
  submitted with your application. Check that they
  are consistent with those in the Environmental
  Performance Table.
• P-Track On-Line will provide drop-down menus for
  the category, aspect, and measurement units.

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Section C Performance Commitment
TablesNormalizing

• Normalize to your business activity level in
  baseline year (e.g., production volume).
• Express normalized data not on a per unit basis,
  but at the total (aggregate) level.
• The normalizing factor shows increases or
  decreases in business activity since the baseline
  year.
• The normalizing factor provides a means to
  highlight real environmental performance changes
  while protecting business-sensitive information
  (e.g., product content).

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Section C Performance Commitment
TablesNormalizing (cont.)

• First calculate the normalizing factor, then
  calculate the normalized quantity.
• See instructions for examples (pages 19, 21, and
  22).
• P-Track On-Line will calculate the normalized
  quantity for you (once you provide the
  normalizing factor).

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Section C Performance Commitment
TablesPerformance Commitment Quantity

• When writing your application and determining
  your performance commitments
• Did you incorporate expected changes in business
  levels? Did you, for example, base your
  commitment upon projected higher volumes of
  production?
• No? Then, like most facilities, enter your
  performance commitment quantity in the box at the
  bottom of the performance commitment column
  (where it meets with the Normalized quantity
  row).
• Yes? Enter your performance commitment quantity
  in the box where the Performance commitment
  columns meets the Actual quantity row.
  Determine your normalizing factor and normalized
  quantity.

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Section C Performance Commitment
TablesPerformance Commitment Quantity (cont.)

• Note to members who submitted normalized
  performance commitments!!!
• The previous slide is totally irrelevant when a
  commitment originally was normalized.
• If you expressed your performance commitment on a
  normalized, per unit basis, then
• 1) Multiply your performance commitment by the
  total number of units in your baseline year and
  then
• 2) Enter the resulting number in the box at the
  bottom of the performance commitment column
  (where it meets with the Normalized quantity
  row).

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Section C Environmental Performance Commitments

• Supply data for all of the commitments that you
  submitted with your application. If you
  experienced any delays or other problems in
  achieving progress, provide an explanation under
  question b.
• Need to substitute a commitment? After
  submitting the annual performance report,
  complete a performance commitment substitution
  form (see www.epa.gov/performancetrack for the
  form).