United States
            Environmental Protection
            Agency
Corvallis Environmental
Research Laboratory
Corvallis, Oregon 97330
EPA
     600283054

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PROTOCOL FOR BIOASSESSMENT OF
     HAZARDOUS WASTE SITES

         Prepared by
     D.B. Porcella, Ph.D.
   Tetra Tech, Incorporated
   3746 Mt. Diablo Boulevard
  Lafayette, California 94549
        EPA-600/2-83-054
  «f

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                      NOTICE

This document has been reviewed in accordance with
U.S. Environmental Protection Agency policy and
approved for publication.  Mention of trade names
or commercial products does not constitute endorse-
ment or recommendation for use.

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                                  PREFACE

     This bioassessment protocol was developed in steps.  First,  a  set  of
biological  test  procedures  were  defined  for  possible  use.   Then, the
conceptual basis and the specific tests as related to ecological  needs  and
current  regulatory requirements were discussed at a workshop in Washington,
D.C.  October 26-27, 1981.  The attendees also considered the current status
of hazardous waste site prioritization and cleanup and statistical  factors,
field  application  and evaluation procedures, and other possible biological
tests and procedures.  The resulting protocol has been extensively reviewed,
and is being applied to  existing  sites  to  evaluate  response  levels  in
relation  to  field studies.  It should be noted that this protocol is not a
regulation, rather it is a set of tools for  studying  potential  ecological
hazards  at  waste  sites.  The protocol relates to the National Contingency
Plan (Federal Register, 47(137):31180-31243, July  16,  1982)  as  published
pursuant  to  Section 311  of the Clean Water Act (CWA) and as revised under
Section 105 of the Comprehensive Environmental  Response,  Compensation  and
Liability Act (CERCLA) of 1980.

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                              ACKNOWLEDGMENTS

     The participants in the workshop to discuss this  protocol  are  listed
below  and represent federal and state agencies, industry, universities, and
consultants.  This  document  was  prepared  and  compiled  by  the  author.
However,  the  workshop  participants  made  substantial  contributions  and
subsequently reviewed  the  document,  although  they  did  not  necessarily
endorse all of its contents.  Their efforts are gratefully acknowledged.
    Name
Karen Bergen
Albert Galli
Steven Gherini
Edwin Herricks
Don Huisingh
Don Klein
Conrad Kleveno
Richard Lee
Alfred Lindsey
Larry Marx
William Mason
James McKim
Gary McKown
William Miller
Tshwar Murarka
Royal Nadeau
Richard Peddicord
Spencer Peterson
      Affiliation
USEPA
USEPA
Tetra Tech, Inc.
University of Illinois
State of North Carolina
Colorado State University
USEPA
Corps of Engineers
USEPA
Tetra Tech, Inc.
U.S. Fish and Wildlife Service
USEPA
Batelle PNL
USEPA
Electric Power Research Institute
USEPA
Corps of Engineers
USEPA
    Location
Washington, D.C.
Washington, D.C.
Lafayette, CA
Urbana, IL
Raleigh, NC
Ft. Collins, CO
Washington, D.C.
Vicksburg, MS
Washington, D.C.
Bellevue, WA
Leetown, VA
Duluth, MN
Richland, WA
Corvallis, OR
Palo-Alto, CA
Edison, NJ
Vicksburg, MS
Corvallis, OR
                                      ii

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Don Force!la         Tetra Tech, Inc.                      Lafayette, CA
Alan Rohlik          SOHIO                                 Cleveland, OH
Eugene Shreckheise   Batelle PNL                           Washington, D.C.
Richard Stanford     USEPA                                 Washington, D.C.
John Thomas          Batelle PNL                           Rich!and, WA
John Wardell         USEPA                                 Denver, CO
Dan Weltering        Procter and Gamble                    Cincinnati, OH
Robert Yelin         Tetra Tech, Inc.                      Pasadena, CA

     Introductory papers were presented by Peterson  (Problem  Description),
Kleveno   (Problem  Setting and Site Priority), Gherini (Chemistry), Herricks
(Biology), Murarka (Risk  Analysis),  Miller  (Protocol  Methods),  Porcella
(Sampling  Criteria),  Thomas  (Field Studies), and Klein (Microbial Tests).
Becky Boone of AWARE, Inc.  provided invaluable coordination of the workshop
and subsequent mailing of the protocol.

     Special thanks go to the  Project  Officers,  Spencer  A. Peterson  and
William  A. Miller  of the USEPA, Corvallis.  They provided overall guidance
and constructive criticism.  Also, Clarence  Callahan,  Joseph  Greene,  and
Ibrahim  Hindawi, USEPA, critiqued the procedures and approach.   In  addition
to others named, Alan Maki of Exxon and Pat Guiney of Gulf Research reviewed
the report.

     Steven A. Gherini and Thomas M. Grieb of Tetra Tech, Inc.    contributed
substantially  to  the  report.   However, the author is responsible for any
errors.  Pencie Shrewsbury prepared the manuscript in its final ""  form.   The
work was  done under a USEPA purchase order, P.O. 2B0177NALX.
                                     m

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                                  CONTENTS


                                                                       Page

EXECUTIVE SUMMARY                                                       vi


INTRODUCTION                                                             1

     ASSESSING WASTE DISPOSAL SITES                                      1

     PURPOSE OF THE BIOASSESSMENT PROTOCOL                               3

     A BIOASSESSMENT ANALOGY                                             4

     PROTOCOL OBJECTIVES                                                 5


BIOASSESSMENT PROTOCOL                                                   7

     PERSPECTIVE                                                         7

     APPLICATION OF BIOASSESSMENT PROTOCOL                              18

     BIOLOGICAL TESTS FOR THE BIOASSESSMENT PROTOCOL                    20

     POTENTIAL BIOASSESSMENT METHODS                                    22


EXPERIMENTAL DESIGN                                                     25

     SCOPE                                                              25

     RISK ASSESSMENT                                                    25

     STATISTICAL CONSIDERATIONS AND EXPERIMENTAL DESIGN                 30

     GUIDELINES FOR SAMPLING                                            37
          Preliminary Assessment                                        38
          Detailed Assessment                                           40


REFERENCES CITED                                                        42
APPENDIX A - BIOLOGICAL TEST FOR BIOASSESSMENT OF HAZARDOUS
             WASTE SITES                                                A-l


APPENDIX B - GUIDELINES AND CONCEPTS OF SAFE PROCEDURES         "-        B-l
REFERENCES CITED
                                       IV

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                               ILLUSTRATIONS


Figure                                                                 Page

   1.  Evaluation of Environmental Testing Protocols for Hazardous
       Waste Assessment                                                 13

   2.  Site Response Management Plan                                    15

   3.  Matrix of Tests as Related to Types of Organisms and
       Physiological Processes                                          23

   4.  Concentration-duration Results From an Acute Toxicity
       Test Exposing Mysid Shrimp to a Simulated Refinery
       Effluent                                                         28
                                   TABLES


Table                                                                  Page

   1.  EPA Primary Industry Categories                                   8

   2.  EPA's Priority Toxic Pollutants                                   9

   3.  Primary Drinking Water Quality Standards                         10

   4.  Definition of Toxicity Categories for Aquatic and
       Terrestrial Ecological Assays                                    21

   5.  Duncan's Multiple Range Test of Complex Additions to
       Scenedesmus                                                      36

   6.  Minimal Experimental Design Showing The Maximum
       Number of Samples and Tests for Preliminary
      -Assessment of a Site                                             39

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                             EXECUTIVE SUMMARY
     The bioassessment protocol is one of several tools, including  chemical
analysis  and  field  study,  that can be used to characterize the potential
environmental risk associated with hazardous waste sites.  The protocol  can
be  applied  to priority ranking for deciding the need for cleanup of a site
compared to other sites, and to assess cleanup effectiveness by testing  for
potential hazards at the site boundaries or along a sampling transect.

     Bioassessment involves using  defined  biological  tests  to  determine
biological  response to concentrations of the biologically active components
of soil and water samples from  a  hazardous  waste  site.   The  tests  are
described  in  Appendix A  and  include  aquatic and terrestrial tests.  The
algal, fish and Daphnia tests are used for water and soil  extract  samples,
and  seed  germination-root  elongation,  earthworm,  and soil microorganism
tests are used for soil samples.  The tests are standardized and each has  a
background  of  literature  citations  which  include some field evaluation.
Because of occupational risks, safe procedures  must  be  used  to  minimize
hazard  to  staff  during  field  sampling  (USEPA,  1981)  and  during  the
application of the protocol (Guidelines, Appendix B).

     The key to defining site priority or cleanup effectiveness  is  in  the
experimental   sampling  design.   Careful  definition   of   general    and
site-specific issues is necessary.:  With these issues carefully-in mind, the
design should be evaluated in terms of cost-benefit so that costly errors in
environmental risk and economic risk are minimized.  Important points  about
how these concepts relate to sampling design are discussed in the main text.

                                       vi

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The bioassessment protocol is designed to be a set of tools that are applied
as  appropriate  to  a  specific  site.   Necessary samples are collected to
address the specific issues that occur at  the  site.   Data  from  chemical
analyses  and field studies may be available or may be required based on the
results obtained from bioassessment.

     The bioassessment protocol will be improved for future use  with  field
application  and  with  further  research.   It  is promulgated at this time
because there is a present need for  such  a  protocol,  and  ongoing  field
application will lead directly to its improvement.
                                      vii

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                                INTRODUCTION
ASSESSING WASTE DISPOSAL SITES

     The potential hazard of planned, existing or abandoned  waste  disposal
sites depends on their risk to human health and the environment.  Generally,
these   hazards  fall  into  four   categories:    toxicity,    persistence,
bioaccumulation, and mobility.   To  minimize  these  hazards,  cleanup  and
control actions are taken based on data describing site characteristics.

     The identification,  characterization,   and   cleanup   of   hazardous
materials,  sites  and  spills  is a high priority of the U.S. Environmental
Protection Agency and society.  Numerous potential cleanup sites  have  been
identified  throughout  the  United States, and 115 priority sites have been
selected for cleanup (HMIR, 1981).  Further characterization and cleanup  of
approximately  a  dozen  of  the worst sites is expected to proceed shortly.
However it is not entirely clear how these  characterizations  and  cleanups
will  be  conducted.   The National Contingency Plan indicated that chemical
characterization of sites would have a high priority.  It was proposed  that
existing  water  and  air  quality  criteria  would  be  applied to chemical
characterizations to determine when  cleanup  was  necessary,  how  much  to
cleanup, and when to terminate the cleanup.

     This approach has been  criticized  for  various  reasons. -/- Among  the
reasons is that criteria applications would tend to be overly protective and
thus  overly restrictive.  Another criticism is that insufficient numbers of
adequate criteria exist.  Yet another criticism is  that  single  pollutant,

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constant  concentration,  laboratory  derived criteria are not applicable to
environmentally released complex hazardous  waste  materials  which  may  be
encountered  at  numerous disposal sites.  If water and air quality criteria
are not applied then, what tools will be employed to assess the need for and
degree of cleanup required?

     The multi-media biological testing protocol presented in this  document
is  an  alternative or supplement to other assessment techniques.  It is not
without problems, but currently it is felt that the advantages outweigh  the
disadvantages.

     The overall objective of this report is  to  describe  a  bioassessment
protocol  that can be used immediately while being tested over a broad range
of pollutant and geoclimatic conditions.  The protocol consists of  sampling
environmental  media  followed  by  the  application  of specific biological
tests.  The protocol is  intended to be  applied  to  existing  or  abandoned
waste  disposal  sites,  but  at least some of the procedures can be applied
during planning of new sites, to spills, or to new chemicals  and  materials
under  appropriate  conditions.   Application  of the data gained from these
tests will be on a case  by  case  basis  depending  on  the  potential  for
environmental impact and the intended use of the area in question.

     The bioassessment protocol consists of a set  of  specifically  defined
biological  tests,  and  incorporate sampling design and statistical analysis
concepts.  The protocol  includes short term, acute tests for toxicity  using
aquatic  and  terrestrial  organisms.   Except for the soil litter test, the
biological tests utilize only a single species but they do  include  plants,
invertebrates,  vertebrates,  and  decomposers.   The  biological  tests are

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presented in a stepwise manner in Appendix A while the protocol is presented
in the text.
PURPOSE OF THE BIOASSESSMENT PROTOCOL

     The bioassessment protocol has the purpose of assessing  the  potential
for  ecological  harm  from  hazardous waste sites, and is one set of tools,
along with chemical and field studies, that can be used to minimize the risk
from hazardous materials.  The  responses  of a  range  of test  species  to
exposure  from water and soil samples are used to determine whether toxicity
exists at a site.  The biological tests that make up the  protocol  cover  a
range  of biological taxa, are standardized, and have a history of use for a
variety of environmental assessments.

     The bioassessment  protocol   is   used   for   two   purposes:    site
prioritization  and  cleanup  evaluation.  Depending on a variety of factors
including concentration, type and availability of  chemicals,  organisms  at
risk,  exposure  routes,  and  duration  of exposure, certain sites have the
potential for more or less ecological risk.   By  incorporating  these  risk
factors, the test results can be used to rank sites in order of priority for
cleanup,  isolation, or other action.  Cleanup evaluation is the application
of the .biological tests to determine:   "How  clean  is  a  site?"   States,
industries, and federal agencies will be interested in using these tests for
these purposes.                   '-

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A BIOASSESSMENT ANALOGY
     The ecosystem is an  entity  in  which  humanity  and  society  are  an
integral  part.   Protecting natural communities will, in most cases, afford
protection for human communities.  The state of the natural community can be
viewed as an indicator of potential risk to society and effects on important
processes can be viewed as proxies for those processes that directly as well
as indirectly relate to society.  The bioassessment protocol can  be  viewed
as  a quantitative means of estimating biological impacts of hazardous waste
sites.  The  individual  tests   are   bio-transducers   for   environmental
protection, providing an estimate of potential hazard to organisms caused by
chemicals that vary in their availability and toxicity in water or soil.

     The potential for damage to human health and the  ecological  integrity
of  hazardous  waste sites can be perceived similarly to a dying canary in a
coal mine.  The analogy  applies  to  this  protocol  because  bioassessment
methods  are  intended  to  provide  a measure of potential acute biological
damage associated with samples from a particular site.   A  canary  breathes
the  mine  air,  responds  to  all  biologically  active  components  of the
atmosphere, and if an acute response occurs, dies, at which time the  miners
flee.   If  the  canary  sickens  over  a  long  period of time, it would be
replaced and probably no human response would occur.  Thus, chronic  effects
are not assessed.

     The bioassessment procedures -are similar to the canary in the mine  and
provide  a  rapid  screening of all of the biologically active c'omponents of
hazardous waste sites, and if an  acute  response  is  obtained,  provide  a
signal causing an appropriate response by society.  The key points are:

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     •   Bioassessment provides a biological response which  integrates
         all of the biologically active components in a sample.

     0   Bioassessment provides  an  estimate   of   the   biologically
         available forms of the sample components.
PROTOCOL OBJECTIVES

     The overall objective of the bioassessment protocol  is  to  provide  a
more  comprehensive  measure  of potential ecological hazard associated with
hazardous waste sites than chemical analyses and comparison to air and water
quality criteria can provide by themselves.  Also, a preliminary  assessment
can   be  obtained  about  sites  where  few  data  are  available.   Proper
application of  the  biological  tests  can  improve  the  accuracy  of  the
assessment  as  well as improve cost-effectiveness by prioritizing hazardous
sites.  Specific steps must be followed to achieve these objectives:

     t   Identify the waste disposal site.

     •   Define potential transport and  fate  of  site  materials  and
         populations at risk;  list risk issues of concern.

     •   Define containment site boundaries.

     •   Design a  sampling  program  to  meet  specified   statistical
         criteria.

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     •   Obtain appropriate soil and surface and ground  water  samples
         at the site boundary.

     •   Obtain appropriate soil and surface and ground  water  samples
         along a gradient of waste contamination.

     •   Select biological tests  appropriate  to  answering  the  risk
         issues defined previously.

     •   Perform necessary pretreatment of samples and  the  biological
         tests.

     Some of these steps may be repeated based on biological  test  results.
For  example, containment site boundaries might be extended because protocol
results show that soil and ground water samples beyond the defined  boundary
are excessively contaminated.

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                           BIOASSESSMENT PROTOCOL
PERSPECTIVE

     Hazardous wastes have been characterized  as  wastes  from  a  list  of
specific  industries  (Table 1), wastes containing one or more components on
the priority pollutants list  (Table 2),  or  a  waste  that  is  ignitable,
corrosive,  reactive,  or toxic.  Also, wastes are hazardous if they exhibit
chemical measurements of a  specified  leachate  that  exceed  the  national
drinking water standards by a factor of 100 or more (Table 3).  Concepts and
controversy  relating  to the characterization of hazardous wastes have been
discussed elsewhere (Anonymous, 1981).  The tests described in this protocol
will be useful in refining these definitions.

     To gain more  perspective  on  the  purpose  of  bioassessment,  it  is
instructive  to  ask  which  potential  hazards  are not being assessed with
biological tests.  The bioassessment protocol only  addresses  the  toxicity
issue.   In  addition,  volatile  materials  will  probably  not be assessed
accurately.  The problem of bioaccumuTation is  not  evaluated  at  present.
Thus,  research  is  needed  to  develop  procedures  to  evaluate  volatile
materials  and   bioaccumulation.    Chronic    toxicity,    carcinogenesis,
mutagenesis,  and  teratogenesis  are  not  assessed using the bioassessment
protocol.  A Level 2 protocol could be defined for assessing these  hazards.

     Although the bioassessment protocol does  not  measure  alT  facets  of
hazardous  waste  site  problems, it does provide a measure of those factors
that directly affect environmental processes, i.e. acute toxicity.  In  this

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                                                        Table 1

                                             EPA PRIMARY INDUSTRY CATEGORIES
CO
 Adheslves and sealants
 Aluminum forming
 Auto and other laundries
 Battery manufacturing
 Coal mining
 Coil coating
 Copper forming
 Electric and electronic components
1 Electroplating
 Explosives manufacturing
 Foundries
 Gum and wood chemicals
 Inorganic chemicals manufacturing
 Iron and steel manufacturing
 Leather tanning and finishing
 Mechanical products manufacturing
 Nonferrous metals manufacturing
 Ore mining
Organic chemicals manufacturing
Paint and ink formulation
Pesticides
Petroleum refining
Pharmaceutical preparations
Photographic equipment and supplies
Plastic and synthetic materials
  manufacturing
Plastic processing
Porcelain enameling
Printing and publishing
Pulp and paperboard mills
Rubber processing
Soap and detergent manufacturing
Steam electric power plants
Textile mills
Timber products processing

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                                                                    Table  2

                                                 ERA'S  PRIORITY TOXIC  POLLUTANTS
10.
11.
12.
13.
14.
15.
16.
17.
IB.
19.

20.
21.
22.
23.
24.

25.
26.
27.

28.
29.
30.
31.

32.
33.

34.

35.
36.
37.
38.
•acenaphthene
•acrolein
•acrylonltrile
•benzene
•benzidine
•carbon tetrachlorlde
  (let rachloromethane)
•chlorinated benzenes (other than dich-
  lorobenzlenes)
  chlorobenzene
  1,2,3-trlchlorobeinzene
  hexachlorobenzene
•chlorinated ethanes (including 1,2-dich-
  loroethane, 1,1.1-trlchlorocthane and
  hexachloroethane)
  l,2-d1chloroethane
  1,1.1-trichloroethane
  hexachloroethane
  1,1-dichloroethane
  1,1,2-trfchloroethane
  1.1.2,2-tetrachloroethane
  chloroethane
•chloroaUyl ethers (chloronethyl, chlo-
  roethyl and mixed ethers)
  bis(chloromethyl) ether
  bis(2-chloroethyl) ether
  2-chloroethyl vinyl ether (nixed)
•chlorinated naphthalene
  2-chloronaphthalene
•chlorinated phenols (other than those
  listed elsewhere; includes trlchloro-
    phenols and chlorinated cresols)
  2,4,6-trichlorophenol
  parachlorometa cresol
•chloroform (tr)chloromethane)
•2-chlorophenol
•dichlorobenzenes
  1,2-dichlorobenzene
  1,3-dichlorobenzene
  1,4-dichlorobenzene
•dlchlprobenzldine
  3,3-dichlorobenzidine
•dichloroethylenes (1,1-dichloroethylene
  and 1,2-dichloroethylene)
 . 1.1-dichloroethylene
  1,2-trans-dichloroethylene
•1,3-dichlorophenol
•djchloropropane and dichloropropene
oprc
Ehh
  1,2-dichloropropane
  1,2-dichloropropylene (1,3-dlchloro-
    propene)
•2,4-dimethylphenol
•dinitrotoluene
  2,4-dinitrotoluene
  2,6-dinitrotoluene
•1.2-diphenylhydrazine
•ethyl benzene
39.  *fluoranthene                                  S3.
     •haloethers (other than those listed  else-
       where)84.
40.    4-chlorophenyl  phenyl ether                  85.
41.    4-bromophenyl  phenyl  ether                   86.
42.    bts(2-chloroisopropyl) ether                 87.
43.    bis(Z-chloroethoxy) methane                  88.
     •halomethanes (other than those  listed
       elsewhere)                                   89.
44.    methylene chloride (dichloromethane)          90.
45.    methyl chloride (chloromethane)               91.
46.    methyl bromide  (bromomethane)
47.    bromoform (trtbromomethane)
48.    dichlorobromomethane                          92.
49.    trlchlorofluoromethane                       93.
50.    dichlorodifluoromethane                      94.
51.    chlorodtbromomethane
52.  'hexachlorobutadlene                           95.
53.  *hexach1orocyc1opentad1ene                     96.
54.  *1sophorone                                    97.
55.  'naphthalene
56.  'nitrobenzene                                  98.
     •nltrophenols (Including 2,4-                  99.
       dinitrophenol  and dinltrocresol)
57.    2-nitrophenol                                100.
58.    4-nitrophenol                                101.
59.    2.4-dinitrophenol
60.    4,6-dinItro-o-cresol                         102.
     *nitrosamines                                 103.
61.    N-n1trosod1methylamine                      104.
62.    N-nltrosodiphenylamlne                      105.
63.    N-nitrosodi-n-propylaminc
64.  *pentachlorophenol                            106.
65.  'phenol                                       107.
     •phthalate esters                             108.
66.    bis(2-ethylhexy1) phthalate                 109.
67.    butyl benzyl  phthalate                      110.
68.    dl-n-butyl phthalate                         111.
69.    dl-n-octyl phthalate                         112.
70.    dlethyl phthalate                           113.
71.    dimethyl  phthalate                          114.
     •polynuclear aromatic hydrocarbons             115.
72.    benzo(a)anthracene (1.2-benzanthra-         116.
         cene)                                     117.
73.    benzo(a)pyrene  (3,4-benzopyrene)             118.
74.    3.4-benzofluoranthene                       119.
75.    benzo(k)f!uoranthane  (11,12-benzofluor-      120.
         anthene                                   121.
76.    chrysene                                    122.
77.    acenaphthylene                               123.
78.    anthracene                                  124.
79.    benzo(ghi)perylene (1,12-benzopery-         125.
         lene)                                     126.
80.    fluorene                                    127.
81.    phenanthrene                                 128.
82.    dibenzo (a,h|  anthracene (1,2,5.6-dibenz-    129.
         anthracene)
  tndeno (l,2.3-cd)pyrtni  (2.3-o-phenyt-
    enepyrene)
  pyrene
•tetrachloroethylene
•toluene
•trichloroethylene
•vinyl  chloride (chloroethylene)
pesticides and  metabolites
  •aldrin
  •dieldrtn
  •chlordane  (technical mixture S meta-
    bolltes)
•DOT and metabolites
  4.4'-DDT
  4.4'-DDE (p.p'-ODX)
  4,4'-DDD (p.p'-TDE)
•endosulfan and metabolites
  a-endosulfan-Alpha
  b-endosulfan-Beta
    endosulfan  sulfate
•endrln and metabolites
  endrln
  endrln aldehyde
•heptachlpr and metabolites
  hepUchlor
  heptachlor epoxtde
•hexachloroeyclohexane (all isomers)
  a-BHC-Alpha
  b-BHC-Beta
  r-BHC (lindane) -Gamna
  g-BHC-Delta
•polychlorinated biphenyls  (PCB's)
  PCB-1242 (Arochlor 1242)
  PCB-1254 (Arochlor 1254)
  PCB-1221 (Arochlor 1221
  PCB-1232 (Arochlor 1232
  PCS-1248 (Arochlor 1248
  PCB-1260 (Arochlor 1260
  PCB-1016 (Arochlor 1016)
•toxaphene
•antimony (total)
•arsenic (total)
•asbestos  (fibrous)
•beryllium (total)
•cadmium (total)
•chromium (total)
•copper (total)
•cyanide (total)
•lead (total)
•mercury (total)
•nickel (total)
•selenium (total)
•silver (total)
•thallium (total)
•zinc (total)
•*2,3.7,8-tetrachlorod1benzo-p-diox1n
  (TCDD)
  Specific compounds and chemical classes listed In  the  NRDC
  consent decree and referenced in the Clean Hater Act.
                                                                  ** This compound Mas specifically listed In the consent decree;  however,
                                                                     due to  Its extreme toxfclty EPA recommends that laboratories  not  ac-
                                                                     quire an analytical standard for this compound.

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                                         Table  3
             PRIMARY  DRINKING  WATER- DUALITY  STANDARDS
                                           Annul!  Average
                                           Maximum Daily
                                          Air Temperature                                Maximum
   Parameters                           V.            •     ^C                             Level*
 Inorganic Chemicals
   Arsenic	   0.05
   Barium	   1.
   Cadmium	   0.010
   Chromium	   0.05
   Lead	   0.05
   Mercury	   0.002
   Nitrate (as N)	10.
   Selenium	   0.01
   Silver	   0.05

 Fluoride
                                 53.7 and below	12.0 and below	   2.4
                                 53.8 to 58.3	12.1 to 14.6	   2.2
                                 58.4 to 63.8	14.7 to 17.6	   2.0
                                 63.9 to 70.6	 17.7 to 21.4	   1.8
                                 70.7 to 79.2	21.5 to 26.2	   1.6
                                 79.3 to 90.5	26.3 to 32.5	   1.4
 Chlorinated Hydrocarbons
   Endrin (1,  2. 3,  4.  10, 10-hexachloro-6. 7-epoxy-l, 4, 4i. 5                              0.0002
   6, 7, 8,  Sa-octahydro-l, 4-endo-5, 8-dimethano naphthalene)
   Lindane (1, 2. 3. 4. 5, 6-hexachlorocyclohexane, gamma 1 sorer)                             0.004
   Methoxychlor (1.  1.  l-Tr1chloroethane) 1. 1-bts (p-methoxyphenyl)                          0.1
   Toxaphene (C..H1nCl,-Techn1ca1 chlorinated  camphene, 67-68 percent                        0.005
   chlorine)   lu lu °
   Chlcrophenoxys:   2.4-D, (2, 4-D1chlorophenoxyacet1c acid)                                  0.1
                   2. 4. 5-TP Silvex (2, 4, 5-Trichlorophenoxy-                             0.01
                   propionic acid)
                                                         b
 Turbidity (for surface water sources)       1 TU up to 5 TU
 Coliform Bacteria
   Membrane filter  technique:              1/100 ml mean/month
                                          4/100 ml in one  sample  if <20 samples/month
                                          4/100 ml in more than 51 if >20 samples/month
   Fermentation tube with 10 ml  portions:   no conforms In   lot of portions/month
                                          no conforms In  >3 portions/sample if <20  samples/month
                                          no conforms in  >3 portions of 51 of samples if  >20 samples/month
   Fermentation tube with 100 ml portions:  no col 1 form bacteria in >601 of portions/month
                                          no conform in 5 portions in one sample 1f <5  samples/month
                                          no conform in 5 portions in 20* of samples if >5 samples/month
Radioactive Material                                        '                              Level
   Combined radium 226 and radium 228                                                    5  pCi/1
   Gross alpha  particle activ1tyc                                                       15  pC1/1
   Beta  particle and photon radioactivity from man-nade radionuclides                     4  •illirem/year
   Tritium  for  total body                                                               20,000 pCi/1
   Strontium-90 in bone narrow                                                          8  pC1/l
"mg/1 unless otherwise stated.
blf meet  special requirement.
Includes Ra226 excludes Radon, Uranium.
 Source  USEPA  (1977)
                                               10

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regard   the  biological  tests  are  useful  for  assessing  the  potential
ecological hazard  of  hazardous  wastes.   Ignitability,  corrosivity   and
reactivity  have  impacts  that  are  catastrophic and overshadow long-range
environmental concerns,  and  therefore,  require  more  immediate   action.
However,  the  bioassessment tests provide responses to the toxicity of such
materials.

     An accurate perspective on bioassessment tests  requires  consideration
of  the role of chemical analysis and field ecological studies in evaluating
hazardous waste sites.  Chemical analysis is important  for  actual  cleanup
procedures  and  for  evaluating  the  fate  and  effects  of materials from
hazardous waste sites.  An extensive list of  chemicals  such  as  those  in
Table 2  and  3  can  be measured in water, soil, and soil leachate samples.
The measured  concentrations  can  be  compared  to  standards  or  criteria
extrapolated from laboratory bioassay procedures.  Then, appropriate actions
are   taken  according  to  published  regulations;   however,  considerable
uncertainty remains.  The decision maker is never certain whether all  toxic
chemicals  are on the list, whether they are measured adequately, or whether
the mixture exerts  different  toxicity  than  the  sum  of  the  individual
chemicals.   Also,  not  all  of  the  chemicals  are  equally  available to
organisms under a particular set of conditions.  Although  chemical  results
are  administratively  easy  to  use,  they  are  not  as  meaningful  in an
ecological context  as  biological  measurements.   Although  the   relative
precision   of  biological  tests  compared  to  chemical  tests  is   often
questioned, biological tests have teen found to be as  precise -tfs  chemical
tests  if  proper  procedures  are  followed.   Moreover,  the  "question  of
precision is less important than accuracy, that is, integrating the  effects
and bioavailability of compounds to organisms.
                                       11

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     The most direct approach for evaluating the  ecological  hazard  of  an
hazardous  waste  site  is  to  observe  effects  on  the ecosystem by field
studies.  However,  several  disadvantages  for  this  approach  exist.   To
observe  effects,  damage  to  the ecosystem must have occurred already, and
that is what should be avoided.  In addition, field ecological  studies  are
often  expensive  and  time  consuming,  are  not predictive and in fact are
retrospective.  On the other hand, field  studies  are  necessary  for  many
purposes because they directly measure ecological harm.

     We conclude  from  the  above  discussion  that  biological  tests  are
necessary  for  evaluating  potential  ecological effects of hazardous waste
sites.  However, the biological tests  must  undergo  testing  by  comparing
biological  test  results to chemical and field study data.  This process is
being conducted  by   the   U.S. EPA,   Corvallis   Environmental   Research
Laboratory,  Oregon  (Figure 1).   It  is  expected that others will use the
tests and report their results.  As experience is  gained  in  applying  the
bioassessment protocol, it will be improved.

     For regulatory reasons, the bioassessment protocol cannot supplant  all
chemical  and  field  data.   Many  of  these  data will be available at the
initiation of site studies or are obtained by observation and measurement at
that time.  Coordination of this information with the bioassessment protocol
results is an important need in protocol development.

     As an example of how the bioassessment  protocol  can  be - -incorporated
into  assessment of a hazardous waste site, we have included exderpts from a
site response  management  plan  from  USEPA's  Region IV.   The   following
discussion  is  taken  directly  from  Mathis (1981) with minor modification
                                       12

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                     Fate and Transport of
                     Chemical Constituents
                      Field Evaluation
                       and Assessment
      Data Base:
   Waste Materials
 Management Practices
Geochemlcal Mitigation
  Ecological Studies
    Bioassay Tests
                      Level  1 Bloassays*
                     of Complex Hazardous
                    Wastes in Terrestrial
                     and Aquatic Systems
        I
 Environmental Risk
Assessment Procedure
  Decision Criteria and
  Technical Assistance:
• Siting
• Cleanup Alternatives
t Protection of Critical
  Environments
• Extent of Cleanup
  Required
Application of Bloassessment Protocol.
      Figure  1.   Evaluation  of Environmental  Testing  Protocols for Hazardous Waste  Assessment
                    (Peterson,  1982)

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including provision for applying the bioassessment protocol.   The  EPA  Site

Tracking System is portrayed in a flow chart (Figure 2).   Circled numbers in

the  flow  chart  correspond  approximately  to the numbered  sections in the

text.



     A principal investigator with responsibility  for  site   evaluation  is

assigned.  The major milestones are as follows:
     1.  SITE_IDENIIF1CATION  This represents the entry of a  potential
                             into  the  system,  and  may  be initiated
                             many  methods  of  information  gathering.
                            is  that  in  the absence of an affirmative
                                                          al1  reported
uncontrolled  site
through any of the
General  guidance
showing that no hazardous material is involved,
potential sites will be entered into the system.
         PRELIMINARY ASSESSMENT  At   this   point   the   investigator
         completes  a  search  of  available files in federal and state
         agencies, usually accomplished by  telephone  contact  outside
         the  agency,  and will also complete telephone interviews with
         identified persons having knowledge of this site.  The purpose
         of this action is to discern  possible  releases  which  would
         require  emergency  containment action to mitigate an imminent
         hazard to  health   or   the   environment,   with   immediate
         investigation  (response  time  in  hours);   and  to permit a
         subjective evaluation of the degree of hazard of  other  sites
         as  HIGH MEDIUM, LOW, NONE, or UNKNOWN.  This judgment becomes
         the basis for prioritizing the site  for  the  next  level  of
         investigation.   Resources  expended  at  this point generally
         range from 0.5 to 1.5 person-days.

         SITE INSPECTION  This activity involves a visit to the site by
         a team of at least two investigators.  Their  function  is  to
         observe  the  potential  site  prior to entry, assess risk for
         site entry,  interview  knowledgeable  indigenous   personnel,
         appraise  the  population at risk, identify potential exposure
         routes, and if  justified,  enter  the  site  to  observe  and
         subjectively  evaluate  topography, geology, quantity and type
         of material  present,  conditions  of  storage  or   disposal,
         evidence or probability of release or migration, and resources
         needed  to  quantify  or objectively measure these parameters.
         Due to safety considerations, no sampling is conducted at this
         time;  however,  considerable  information  is  collected  and
         recorded   in  the  form'- of  observations  and   photographs.
         Resources expended in this activity  range  from  2.0  -to  4.0
         work-days  exclusive  of travel.  The purpose of this activity
         is to produce a  more  certain  evaluation  of  the  potential
         hazard  as  HIGH, MEDIUM, LOW, or NONE, to prioritize the site
         for field investigation as needed and to permit preparation of
         a TENTATIVE DISPOSITION.
                                       14

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en
                                I
                                     -W Implementation
                       Figure 2.  Site Response Management Plan (from Mathis,  1981),
                                  Approximately Correspond to Text Numbers.
Circled numbers

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 4.   TENTATIVE  DISPOSITION  This   activity  comprises  a   decision
     pointfromwhichthe  site  is  tentatively classified as most
     appropriate  for  one  of four courses of action.   The  decision
     is   recommended  by the principal  investigator, and is reviewed
     by  appropriate section leaders   for  concurrance.   Basis  for
     this  recommended  decision   is   a  review  of  all  assembled
     information  on the site.  Resources required  are approximately
     1.0 work-days plus review.    The four  alternative  decisions
     possible are:

     a.  Enforcement Action by State or Federal Agency.
         This  implies that a viable  defendant   and  an  imminent
         hazard  are  both present.
     b.  Remedial  Action using Federal, State or Other Resources.
         This  implies that   either   a responsible  party  may  be
         willing to undertake necessary action,  or that no viable
         defendant is  apparent   and  direct  action   using   the
         authority   of   CERCLA seems  appropriate.  It also implies
         that  an imminent hazard  is  present.
     c.  Further Investigation Needed.
         This  indicates  that collection  of  field  data  through
         sampling,   geophysical   studies,   the   bioassessment
         protocol, or other  means is  required  to  ascertain  the
         presence or absence of an imminent hazard, or to quantify
         and delineate the extent of  that hazard.  This mandates a
         resource-intensive  investigation,  and  requires a review
         to set  the  priority for this effort.  Prioritization  may
         be  aided   by an initial preliminary assessment using the
         bioassessment protocol.
     d.  No Further Action Required.
         This  implies that uncontrolled hazardous material is  not
         present at  this time, and  no significant hazard exists.

5.   FINAL STRATEGY   DETERMINATION  This  Activity  represents  the
     coordinated   timetable for a recommended Enforcement Action or
     Remedial  Action,   the    timetable    for    the    required
     investigations,  or  the  final concurrance in a finding of No
     Further Action Required.   Final   Strategy  Determinations  are
     tracked, and  are amended as progress is made on the respective
     timetable.     When a Final Strategy Determination of No Further
    Action is reached the site may be placed in the inactive  file
    of  the system.  Resource requirements in this stage are highly
    variable.   The  effectiveness  of  cleanup  procedures can be
    evaluated using the bioassessment protocol.    It  is  possible
    that  litigation  may take several years to complete,  at great
  -  cost, and remedial  measures may entail  costs  in the  millions.
    Extensive  investigation effort may cost hundreds of thousands
    of dollars  and involve many months of effort.   In contrast,  a
    determination  of  no  further  action   may  be processed in a
    single work-day.

     It is noteworthy that at each milestone in the process  there
is  an opportunity to reappraise the priority of each site for the
next level of  activity,   and  that  at  each  milestone,   limited
resources are focused on  those sites which  are most significant in
terms of:

                                  16

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     1.  Seriousness of hazard to health.
     2.  Seriousness of hazard to the environment.
     3.  Presence of a viable defendant or responsible party.
     4.  Existence of a technically feasible remedy.
     5.  Availability of uncommitted and appropriate resources.
     6.  Other factors which tend to raise priority; EG: State
         Opinion.

     Generally, as a  high  priority  site  advances  through  the
process,  increasing  amounts of money and resources are required.
This situation has  resulted  in  the  identification  of  several
rate-limiting  steps  in  the processing of potential uncontrolled
hazardous material sites.

     The first  of  these  limitations  is  the  availability   of
analytical  support  for  the program.  Analytical capability, and
the associated quality assurance support, is a finite resource due
to the high  cost,  and  is  also  finite  in  terms  of  physical
capacity.   Furthermore, the pursuit of Enforcement Options places
an even greater demand on  this  resource  than  investigation  or
remedial  design, due to the need for elaborate amounts of data of
unimpeachable quality.   It  may  also  be  projected  that  where
remedial actions are conducted in anticipation of a possible legal
action  to  recover  costs,  documenting  the findings, the action
taken, and the benefits accrued thereby^ will  all  necessitate  a
significant  increase  in  analytical  effort  beyond that minimum
necessary to design and implement the remedy.  Proper  application
of  the  bioassessment protocol may allow better definition of the
priority of a site and thus minimize the number of sites requiring
such detail.

     The second limitation which  has  emerged  is  the  need  for
intensive  expenditures  of manpower to perform on-site tasks in a
safe manner.  To approach  a  totally  unknown  site  in  what  is
generally  agreed  to  be  a conservative, safety conscious method
requires a team of 5 to 6  persons  in  order  to  cope  with  all
contingencies.   Furthermore,  this  team  requires  elaborate and
costly equipment to detect possible agents  in  real  time,  while
providing  protection  against a wide spectrum of toxicants.  This
equipment, in turn, requires recurrent training of  personnel  and
periodic  maintenance  if  it  is  to  be  used  effectively.  The
bioassessment protocol could provide  an  excellent  solution  for
this  problem  by showing those sites and/or locations where acute
biological risks are present.

     Finally, the team and its special equipment are  not  readily
transportable  by  many  commercial  carriers  when  prepared  for
operation.   While   many   regulatory   agencies   and    private
laboratories   acknowledge  similar  safety  criteria   for'  site
investigation, very few of them are staffed  or  funded  to  allow
operation   in  accordance  with  recommended  procedures. '  Thus,
specialized contractors may often be the most feasible choice  for
site  sampling.   Although  the  bioassessment protocol may not be
directly applicable here, it can be used  to  minimize  needs  for
outside   contractors  by  a  prioritization  of  sites  based  on
biological responses.

                                  17

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APPLICATION OF BIOASSESSMENT PROTOCOL

     At least three scenarios regarding hazardous waste sites in relation to
the potential application of bioassessment can be defined:

     •   The site is uncharacterized and unprioritized.  In  this  case
         an   assessment  of  potential  hazard   to   site    workers,
         neighborhood public,  downstream  users,   and   the   natural
         ecological  community  is  needed.   First, the Hazard Ranking
         System (Federal Register, 47 FR 10972, March 12, 1982)  should
         be  applied  (e.g., Caldwell  et.al_.,  1981)  and then, if the
         potential hazard is high  enough,  a  rapid  physical-chemical
         screening approach should be taken (e.g. Turpin et_al_., 1981).
         Other  data  would  be  obtained  as discussed in the previous
         section (Mathis, 1981).  The bioassessment protocol  would  be
         used to provide an initial assessment of acute toxicity and to
         prioritize the site relative to other sites.

     •   The site is characterized but the extent of  contamination  is
         unknown.   In this case the waste site is not well defined and
         it is probable that the bioassessment protocol would  be  used
         to screen for the extent of contamination and provide input to
         the experimental design for more detailed assessment. -

     •   The site is characterized and cleanup or other remedial action
         is being taken.  In this case bioassessment would  provide  an
                                       18

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         estimate  of remaining hazard, monitoring of incipient hazard,
         and would help in establishing and monitoring  the  boundaries
         of   a  required  containment  zone.   Criteria   related   to
         bioassessment results would be based on samples  collected  at
         the boundaries of the containment zone or,  for groundwater, as
         appropriate  to  projecting  the  effects  of  flow beyond the
         containment zone boundaries.

     The first and second scenarios lead to the site priority  or  screening
line of the bioassessment protocol.  These data are needed before proceeding
to the more detailed assessment.  The screening assessment has the intent of
providing a rapid survey of potential problems.  The third scenario leads to
the  detailed  assessment.   The  key  step  is to develop a sampling design
appropriate to the site and potential hazards of the site.

     Samples are collected at essentially three stations for the preliminary
assessment:  The core station (most impacted station), the site  containment
boundary, and a reference station (off site).  Appropriate surface or ground
water  and  soil  samples  are  collected  at  each  site for bioassessment.
Bioassessment results for the core and boundary stations are compared to the
reference site.  Three replicate samples, randomly collected at  each  site,
are composited for bioassessment.

     Detailed assessment  consists  of  transects  and   multiple   stations
designed  to evaluate questions concerning the spread of toxic materials and
the relative hazard associated with the samples.   Generally,  the  transect
would  begin  at  the core station.  Multiple stations along the containment
boundary would be required.  Optimum allocation of manpower  and  laboratory
                                       19

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resources  must  be based on the Experimental Design and related concepts as
discussed under that heading.

     Response levels for each organism:  high, intermediate,  low  or  none,
can  be  obtained  for each sample.  Points can be assigned for the response
levels, summed, and priorities assigned  according  to  relative  biological
hazard.   Then, if appropriate, the sites can be further ranked according to
other risk criteria having to do with fate and human effects considerations.
BIOLOGICAL TESTS FOR THE BIOASSESSMENT PROTOCOL

     Two types of samples are tested, water and  soil.   Water  samples  are
collected  from  surface and ground water sites or obtained as extracts from
soil samples.  Soil samples are collected from appropriate sites using  grab
sample  apparatus.   Soil  core  samples  are  not required but may be used.
Descriptive data, methods of collection, and sample  treatment  and  storage
requirements  for  water  and  soil  samples  are  described in the sampling
chapter.

     Organisms for use with water samples include algae, daphnids, and fish.
Organisms for use with soil samples include  decomposers,  plant  seeds  and
earthworms.   These  tests  are summarized in Table 4, along with the target
variables, appropriate sample type, and the response levels.  These response
levels are provisional at this time and provide  guidance  on  tHe  relative
hazard  associated with a given sample.  The response levels will be refined
as more data are obtained.  Results are reported as actual measured EC™  or
LCj-g  and  then  the  samples  are categorized into the appropriate response
                                       20

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t\J
                                                         Table  4

                      DEFINITION OF TOXICITY  CATEGORIES  FOR AQUATIC AND TERRESTRIAL ECOLOGICAL ASSAYS
                                                                          Response Levels  for LC™ or EC™ Concentrations'
Assay
Freshwater
Fish
Freshwater
Invertebrate
Freshwater
Algae
Activity Measured
96-hr LC5Q
(lethality)
48-hr EC,n
DU
(immobilization)
96-hr EC5Q
f nffltalfh inh4 hi -Hi-inA
oatuf i e
Type3
S
L
S
L
S
L
MADb
1
100
1
100
1
100
Units
9/L
percent
g/L
percent
g/L
percent
High
<0.01
<20
<0.01
<20
<0.01
<20
Moderate
0.01-0.1
20-75
0.01-0.1
20-75
0.1-0.1
20-75
Low or Not Detectable
0.1-1
75-100
0.1-1
75-100
0.1-1
75-100
    Seed Germination and
    Root Elongation
    Earthworm Test
115-hr EC5Q

(inhibit root
elongation)
100    percent   <20
        20-75
                        75-100
336-hr LC
                                     50
500    g/kg
<50
    Soil  Respiration  Test   336-hr EC
                                     50
                         S
                         L
500    g/kg      <50
100    percent   <20
50-500


50-500
20-75
500


500
75-100
     S  =  solid,  L  =  aqueous  liquid,  includes water samples and elutiate or leachate.  Nonaqueous liquids are evaluated
     on an  individual  basis  due  to variations  in samples such as vehicle, percent organic vehicle, and percent solids.
     MAD  =  Maximum applicable  dose.
     LCrQ = Calculated concentration expected  to kill 50 percent of population within the specified time interval.

     ECgg = Calculated concentration expected  to produce effect in 50 percent of population within the specified time
            interval.

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level category.

     The tests included in the bioassessment protocol were selected based on
the validity of tests and their feasibility for use.  Validity  factors  are
the accuracy, precision, and sensitivity (precision at low concentration) of
a  test.   Accuracy  concerns  how well the results can be extrapolated to a
natural system.  Precision and sensitivity are statistical factors and  vary
with  the  organisms  and  the  typefs)  of  toxicants.  Feasibility factors
concern the cost of  the  test,  the  degree  of  expertise  needed  by  the
operator, the convenience of performing the test, and the speed with which a
result  is  obtained.   Although  these  data  are available for some of the
tests, ongoing research will provide a more complete  compilation  of  these
data.   This  information  will  be  necessary  in  order to design sampling
programs with the optimal allocation of sampling and testing resources.
POTENTIAL BIOASSESSMENT METHODS

     A matrix of general organism types and  major  physiological  processes
versus  soil  and  water is shown in Figure 3.  The protocol methods cover a
wide spectrum of types  and  processes  but  there  are  obvious  gaps.   An
important   gap,  which  is  not  shown,  concerns  bioaccumulation.   Since
bioaccumulation requires a long-term exposure, it is  not   included  in  the
protocol.   A possible research effort on octanolrwater coefficients related
to microbial responses, or direct fliicrobial bioaccumulation tests" could  be
useful for assessing bioaccumulation.
                                       22

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 Organism
  Type
Physiological
   Process
           Laboratory Biological Test6
         Soil
Water1
Plant
 Invertebrate
Vertebrate
Decomposer
Photosynthesis
Growth
Genetic
Respiration
Lethality
Growth
Genetic
Respiration
Lethality
Growth
Genetic
Enzyme
Growth
Genetic
Germination, Root Elongation
(Tradescantia)

Earthworm
(Earthworm)
                              Litter Decomposition
                              (Ames Test)
                                                             Selenastrum
                                                             Daphnids
                                                             Fathead Minnow
                               (Microtox)
                               (Ames Test)
  Parentheses indicate test needs more study before broad use; dash
  indicates no candidate test; otherwise the tests are in the protocol,
  Appendix A.
  Water includes surface and ground water samples or soil leachates.
Figure 3.  Matrix of Tests as Related to Types of Organisms and
           Physiological Processes-.
                                       23

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     Although some specific processes, photosynthesis and  respiration,  are
not  included  in  the protocol, it would be feasible to develop rapid tests
for evaluating them.  Other gaps such as a vertebrate soil  test  should  be
disregarded  because  the  benefits  are  small  compared  to  the  costs of
developing and performing such tests.  Existing tests  such  as  mutagenetic
response  of  the  plant  Tradescantia,   the Ames test, and Microtox (Patent
Pending) may have application as part of a protocol but more development  of
these  techniques is required.  Microbial enzyme tests exist that are rapid,
inexpensive, and may provide ecologically accurate and  meaningful  results.
Adaptation  of  these  tests  to  evaluate  hazardous waste sites could be a
cost-effective study goal.
                                       24

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                            EXPERIMENTAL DESIGN
SCOPE
     The sampling program must be  designed  so  that  answers  to  the  two
issues—site  prioritization  and  cleanup  evaluation—are obtained.   These
issues can be phrased as questions:  In terms of relative toxicity how  does
the  site  rank  compared  to  other  sites  in  the state for other defined
region)?  Are  levels  of  toxic  materials  in  soil   or   water   samples
sufficiently  low  that  potential  environmental  hazard  beyond  the  site
boundary is minimal?

     To begin answering these questions, risk,  statistical design,  sampling
constraints,  and  the  characteristics  of  the  tests  themselves  must be
considered.  Each of these topics will be briefly discussed before providing
a step-by-step sampling protocol.
RISK ASSESSMENT

     Some element of risk assessment is involved in all decision making.   To
evaluate the potential risk to ecosystems  from  hazardous  waste  sites,   a
basic  understanding of the concepts of risk assessment can help in defining
the issues and significance of the1  method.   In  this  section,-" the  major
concepts  of  risk  assessment  are  discussed in general and then addressed
specifically to the bioassessment protocol.
                                       25

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     There are three broad steps in makinq a risk assessment:  analyzing the
system, determining the  "dose-response"  relation,  and  integrating  these
factors  to  estimate  the risk.  Note that defining the level of acceptable
risk is essentially a political decision.  Acceptable risk  may  be  more  a
question  of  perception.   Thus,  decisions  may  be  left  either  to  the
individual, for example, cigarette smoking,  or  to  society,  for  example,
nuclear radiation.

     In analyzing the hazardous waste system, the composition  and  quantity
of  material  released  to  the  environment  need  to  be estimated.  Then,
transport and migration  should  be  defined  for  materials  including  any
environmental  transformations  of  compounds  that  would  occur  under the
specific conditions at the site.

     The dose-response relationship refers to the concept of  relating  some
response  to  the concentration of material and, in most cases, the duration
of exposure.   A  target  variable  must  first  be  defined  that  bears  a
functional  relationship  to exposure.  This is a key step since knowing the
amount of material that is present is not meaningful  without  knowing  that
there   is  an  effect,  that  a  quantitative  relation   exists    between
concentration and effect, and that the effect is important ecologically  and
on  a  significant  scale.   The  biological tests play an important role in
developing these relationships.

     After the above two steps are1 accomplished within reasonable" confidence
limits, the risk can be assessed by determining the  quantity  o'f  material,
the  exposure  to key parts of the system, and estimating the risk using the
concentration-duration-effect relationship.  This integration step  requires
                                       26

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many  assumptions  which must be clearly identified.  For example, extension
of results to low  doses  is  difficult,  inaccurate,  and  for  statistical
reasons, most costly to obtain.  Thus, extrapolation is often practiced, and
it may be based on assumptions that are incorrect.

     The bioassessment protocol as it presently exists in this  report  does
not deal explicitly with specific hazardous materials, their quantity, fate,
or  transformation.   Instead, the biological tests measure responses to the
mixture of materials obtained in a sample.  The responses  are  directed  at
the  concentrations  available  to organisms and at the mixture which may be
different than the sum of the individual effects  because  of  interactions.
By  analyzing  transect  samples, a response gradient can be determined that
could be related to transport and migration processes.

     The biological tests were  developed  using  a  concentration-duration-
effect  relationship  (for example, Figure 4).  Initially, this relationship
was developed using one toxicant at a time.  However, studies using multiple
pollutants and  complex  waste  mixtures  as  in  Figure 4  have  shown  the
concentration-duration-effect  concept to exist.  Thus, the concept of using
dilutions of a complex waste in a  synthetic  or  natural  receiving  medium
appears valid.

     There is one other issue of risk that must be considered.  What are the
effects of error?  Two kinds of error exist;  saying that there is a certain
level of risk when in fact there is none and saying that there is none, when
in fact  a  risk  exists.   In  the  first  case,  significant  ' unnecessary
expenditure  might  occur.  In the second, considerable environmental damage
might occur.  It is important to evaluate  both  errors  in  a  cost-benefit

                                       27

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        i-
        B _
    t
    0)
    u

    Q)
    o_
              48 hour
              exposure
                  4-
                                  24 hour exposure
-a
I        I       I       I
0      20     M0      60


      Percent Effluent
                                               B0
100
Figure 4.   Concentration-duration Results  From an  Acute  Toxicity
           Test Exposing Mysid Shrimp to a Simulated  Refinery
           Effluent (data from Buikema, et a]_., 1982)
                                28

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manner   before  defining  acceptable  risk.   For  example,  if  there   is
significant additional cleanup cost with little  environmental  benefit,  it
may be possible to accept a higher level of test response at the containment
boundary.   Conversely,  the no-effect risk level might be appropriate for a
cleanup cost associated with high hazard.  These questions must be  explored
in more detail at specific sites.

     The variance in the biological test results needs to be known  as  well
as  the variance in sampling.  This information is used to allocate sampling
and test resources.  Without proper  design,  money  is  wasted  and  proper
results  may  not be obtained.  These factors are discussed qualitatively in
the next section.

     Some general  approaches  to  risk  analysis   that   provide   further
information  on  risk  assessment  have  recently  been discussed (Ricci and
Molton, 1981;  Starr and Whipple, 1980;  Squire, 1981).  A  detailed  review
of  the  literature  on carcinogenic risk assessment is contained in Krewski
and Brown (1981) which has general applicability  in  the  context  of  this
report.
                                       29

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STATISTICAL CONSIDERATIONS AND EXPERIMENTAL DESIGN

     The goal of using bioassessment procedures as a tool for the evaluation
of the potential environmental hazards among existing  sites  is  to  detect
differences  within and among sites and to distinguish among groups of sites
on the basis of this potential.  To achieve  these  objectives,  appropriate
test  procedures must be identified and experiments must be designed in such
a manner that differences in the test results, which reflect  the  potential
hazards,   will  be  identified.   Three  main  categories  of   statistical
considerations which relate to  these  requirements  are  discussed  herein.
These  are:  the location of sample collection sites, experimental procedure
specifications, and analytical techniques.  Although  discussed  separately,
these  topics  are  not  independent  and decisions concerning each of these
aspects affect the options available in the other  levels  of  the  sampling
design.

     The selection of sampling locations  within  the  individual  hazardous
waste  sites  will  be  a  function  of  the  type  of biological test to be
performed, as well as  uniformity  of  the  site  with  respect  to  edaphic
characteristics and habitat type.  It is known that the relationship between
hazardous  waste  concentrations  and morphological, chemical and biological
sampling area determinants will vary widely within the sampling sites.   Yet
at  the  same  time,  it  is  essential  to the overall study design for the
comparison among sites, that these variations be kept at a minimum.  In this
manner the effect of the individua-1 hazardous waste sites  is  isolated  and
can be identified.
                                       30

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     The feasibility of two procedures which will minimize the influence  of
within  site  variability  on the estimated site effect should be evaluated.
The first is the characterization of sample site-sample type  relationships.
The   ability  to  specify  sampling  site  selection  criteria   based   on
morphological, edaphic or biological characteristics for each proposed  type
of biological sample should be addressed.  Certainly, tradeoffs must be made
in  the process of the specification of sampling area characteristics.  This
is because the very criteria which  narrow  the  possibilities  of  sampling
locations  within  waste sites can, at the same time, restrict the number of
wastes sites throughout the United States where the biological test  can  be
applied.   However,  for  the purpose of reducing the sample variance within
sites  and   equilibrating   sample   variances   among   sites,   site-type
characterization must be discussed.

     Secondly, the feasibility of  random  sampling  within  the  acceptable
sampling  area  should  be  addressed.   Random sampling is essential to the
assumptions of many appropriate  analytical  techniques  and,  as  discussed
below,  the  larger  the  number of replicates the greater is the ability to
distinguish among differences in the  target  variable  or  variables  among
sampling (hazardous waste) sites.  In the overall study design, a stratified
random  sampling  plan  should  be adopted with the strata identified on the
basis of the set of descriptive criteria discussed above and random sampling
within .the strata.

     Related to the question of the  selection  of  sample  location  within
individual  waste  sites  is  the  specification  of  control samples.  Each
bioassessment procedure  selected  should  be  conducted  with  control   or
reference  stations  at  each site.  These samples will provide the means to
                                       31

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assess the effects of the hazardous waste within the sites and will serve as
quality control  checks  for  the  bioassessment  program.   Procedures  for
control  samples  (experiments)  should  be  designed  such that they can be
repeated in the same manner at each site.

     The second major area  of  statistical  considerations  which  must  be
addressed  is  the  appropriate  level of sampling effort.  Decisions on the
level of sample replication or sampling effort in  general  cannot  be  made
independently of careful consideration of the minimum level of difference in
selected  biological  parameters  that  it  is  desired  to  detect  and the
precision with which differences should  be  detected.   It  is  crucial  to
carefully  plan  field  experiments  in  order  to  define  these levels, to
establish the number of samples required, and  to  specify  the  appropriate
analytical approach.

     Taking the analysis of variance (ANOVA) technique as an example of  the
type  of statistical technique that might be used to identify differences in
the mean values of specified measurements among the  waste  sites,  sampling
specifications  and  their implications to the overall study objectives will
be discussed in the following paragraphs.

     In considering the use of the ANOVA model, two significant criteria are
specified.  These are the probability of rejecting the null hypothesis  when
it  is  true  (alpha  probability,  or  Type I error) and the probability of
accepting a null hypothesis when i-t is false (beta probability,-"or  Type II
error).   Respectively, these errors are the probability of concluding there
is a risk when no risk exists (Type I) and no risk when a  risk  does  exist
(Type II).
                                       32

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     Results of statistical tests are often summarized by  stating  that  no
significant  difference  among  stations  was found at the 0.05 significance
level.  This refers to the alpha probability criterion  which  embodies  the
risk  of  mistakenly  rejecting a null hypothesis that no differences exist.
At a particular site having low potential for harm, one might select a  less
restrictive  alpha  criterion  to minimize costs.  The significance level of
the beta parameter should also be  specified,  especially  in  the  case  of
comparisons  to  determine  the  relative  environmental risk from hazardous
waste sites, because decision makers are also interested in the  probability
that  the  test  was  unable to detect a difference that did exist.  Another
statistical parameter, referred to as  the  power  of  a  test  (1-beta)  is
important  in  this  context  since  it defines the probability of correctly
detecting experimental effects (e.g. differences among  waste  sites)  in  a
particular bioassessment procedure.

     Closer examination of the beta  probability  and  its  complement,  the
power  of a test, is instructive since these probabilities can be defined as
a function of sample size.  In this manner, the probability of the level  of
difference  that  can  be  reliably detected with alternative allocations of
sampling resources (stations and replication) can be determined.

     In addition  to  the  value  of  such  investigations  in  a^ posteriori
analyses  of  results,  the  probability  of  detecting  differences  in the
selected biological  parameters  between  waste  sites  and  the  levels  of
differences  which  can be detected with proposed sampling designs should be
determined, and this requires  that  the  population  variance  of  selected
bioassessment  parameters  must  be  determined.   This will be accomplished
during the  ongoing  research  being  performed  by  the  USEPA's  Corvallis

                                       33

-------
 Environmental  Research  Laboratory.

      Besides the  probability criteria,  consideration must  be   given   to   the
 methods   used   to  distinguish   among   waste   sites  or  to   categorize  them
 according to enviromental  risk.   Quantitative  methods  are  recommended, and  a
 large array of parametric  and   nonparametric  statistical   techniques   are
 available for this purpose.  As  indicated  above in the discussion of sample
 replication, the  allocation  of sampling resources should be made  so   as  to
 optimize   the  level of  difference that  can  be  reliably detected among sites.

      Before the application  of the parametric  models,  it must be  determined
 if the underlying assumptions (i.e., homogeneity of variances, independence,
 and   normality)   can be met.  In  the case that the assumptions of parametric
 tests  cannot be maintained by data transformations, nonparametric tests   can
 be  substituted.   Although  nonparametric  tests  lack  the  distributional
 assumptions of parametric  tests,  they have  less  power  and   they  lack   the
 ability to evaluate interactive effects.

     The  analysis  of   variance   (ANOVA)  is   an  example  of  a  parametric
 statistical  model  which  can  be used to make  univariate comparisons among
waste-site samples.  The purpose  of the statistical  model  is  to  estimate
true  differences  among  the sample means.  To describe possible effects of
the waste site, a simple linear  model  is  proposed  by  which  any  single
observation can be decomposed as  follows:
                                    ai
                                       34

-------
where:
     Y   = biological observation for site i and replicate j
     u   - mean value over all sites and relicates
     Of  = effect of site i on Y
     £4.5 = random deviation of the observation from its expectation
       ' J
        '   U+ £•()•

     The ANOVA is used to test the hypothesis that there is no difference in
the biological observations made at different sites,  i.e. that  differences
do  not  exist in the component due to site location (a. = a2  =....= an).

     In cases  where  significant  differences  are  found  to  exist  among
sampling  sites,  multiple range tests (such as the Student-Neumann-KeuIs or
Duncan's)  can be used to identify subsets of samples  (sites)  having  equal
mean  values for the variable under examination.  An example of the use of a
multiple range  test  to  demonstrate  treatment  differences  among   algal
bioassays  and to identify subsets having equivalent mean values is shown in
Table 5.

     In conclusion, decisions concerning the methods which will be  used  to
distinguish  among  the  waste  sites sampled must be made in advance of the
adoption of any bloassessment procedure.  In this manner  the  bioassessment
program  can  be  optimized  in  order  to provide the  level of precision to
assess potential hazards for the nvinimum costs.                 -<~
                                       35

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00
                                                                 Table 5
                                          DUNCAN'S MULTIPLE RANGE  TEST OF COMPLEX  ADDITIONS
                                               TO SCENEDESMUSa  (From Cleave, et  al.,  1980)
                              IMI M«n«nf ercp, X
                                                                                                 bricfi frMrth rM*. A»
IrMt. concn.
1 20
25 20
27 10
42
44
45
26 15
21 20
15 10
7 10
22 15
32 5
20 5
4 5
28 S
24 5
30 15
43
33 20
10 IS
6 15
9 20
23 10
31 10
3 10
39 10
5 20
14 15
8 5
12 5
2 15
41
16 . 5
38 15
29 20
35 10
13 20
19 10
18 15
37 20
36 5
17 20
34 15
40 5
11 10
"Treatments ere
other are connecte
AR elutriate
BP elutriate
BP elutriate
control
control
control
BP elutriate
BR salts
AP salts
AR salts
BR salts
BP salts
BR elutriate
AR elutriate
BP elutriate
BR salts <
BP salts * <





















BR elutriate * * * •
AP column salts » » *
AP column leachate * *
BR elutriate * *
AP column leachate *
AP column salts *
AP elutriate *
ranked from the lowest value at the top of the listing to
d by a line of stars to the riqht of the ranking list.
tract.
no.
* 1
* 41
* 32
* 15
36
45
44
16
* 20
* 6
* * 31














26
18
17
24
14
27
28
to
8
35
19
38
33
39
11
22
37
2
3
the hiqhest value at the bottom of the lit
COftCft)
mL
20
5
10
5
5
5
15
10
5
5
20
20
20
15
15
20
20
20
10
10
5
IS
15
20
5
15
10
5
15
5
10
10
15
20
10
10
15
20
15
10
ting. Any
AR elutriate
control
BP salts
AP salts
AP column leachate
control
control
AP salts
BR elutriate
AR salts
BP salts
AP column salts
control
AP elutriate
BR salts
BP elutriate
AP salts


















BR elutriate * * *
AP column salts * *
AP column leachate * *
AP column salts *
AP elutriate * *
BR salts * *
AP column salts *
AR elutriate *
AR elutriate *
groups of treatments that are not significantly different
*
* *
* *
* *
* *

















*

(P < 0.05) from each

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GUIDELINES FOR SAMPLING

     The primary reason for a sampling design is to  allocate  sampling  and
testing  resources  in  an optimal manner.  In the preliminary assessment, a
minimal design of three replicate samples composited for analysis at each of
three stations (core, boundary, reference stations) is specified,  obviating
the  necessity  for  a statistical design.  However, if resources permit and
potential hazard is great enough, a statistical design should be used.   For
the  detailed  assessment,  the  number of stations and the number of sample
replicates are defined during statistical design.

     Three types of samples are obtained:  soil samples, ground  water,  and
surface water.  A preliminary survey to observe physical-chemical-biological
factors  such  as  surface  waters and flow directions, topography, types of
habitats, site boundary conditions, aquifer locations and  underground  flow
nets,  and  other  ecological  variables  is  an invaluable aid to selecting
stations.

     Each site will have specific characteristics that will cause a specific
set of stations to be selected.  The most samples and stations  would  arise
from  a  situation  where  a  groundwater aquifer underlies a disposal site,
surface water is within the site  containment  boundary,  and  the  area  of
direct  disposal  is  large.  Thus, the reference station, the core station,
and the site boundary station would each require  three  types  of  samples:
surface  water,  ground  water, and soil.  A total of 18 water samples and 9
soil samples would be obtained at that site using three replicate samples at
each of the three stations.  In addition, extracts from the  soil  would  be
tested.   To  minimize  the number of tests, the samples would be composited
                                       37

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for the biological testing.  Such a hazardous  waste  site  would  have  the
experimental design shown in Table 6.

     The final selection of sampling stations depends  on  the  user-defined
heirarchy  of  needed  information  related to the available resources.  The
methods for selecting stations and  criteria  for  defining  the  number  of
replicates  are based on the statistical analysis to be performed.  Selected
Type I error (alpha) levels and the desired power of the test (1-beta)  then
fix the number of stations and replicates required.  Needed resources should
be  based  on  potential  risk  not  on  a  budget  figure.  For example, if
potential risk to ecosystems or society is relatively large or the  cost  of
cleanup  is  relatively  large,  greater  testing  resources  should be made
available to insure that cleanup will be effective.
Preliminary Assessment

     The preliminary assessment is used for initial  prioritization  and  to
determine the range of probable responses to be obtained with the biological
tests.   A  minimum  program consisting of the reference station, core (most
impacted) station, and the  site  containment  boundary  station  should  be
sampled.   At least 3 replicate randomly selected samples should be obtained
at each station and composited for testing.

     If the biological tests uniformly give low  or  nondetectabTe  response
levels  (Table 4), it is assumed that the site will be relatively risk free.
Any test that shows a response at the  intermediate  or  high  level  for  a
particular  sample  is  cause  for  review  and, probably, further analysis.
                                       38

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                                Table 6

                  MINIMAL EXPERIMENTAL DESIGN SHOWING
            THE MAXIMUM NUMBER OF SAMPLES (9) AND TESTS (36)
                  FOR PRELIMINARY ASSESSMENT OF A SITE
                   Tests and Samples to be Collected
Station
Reference
Core
Boundary
Water
Surface
Alga
Daphnid
Fish .
1 sample
Alga
Daphnid
Fish .
1 sample
Alga
Daphnid
Fish .
Samples
Ground
Alga
Daphnid
Fish .
1 sample
Alga
Daphnid
Fish
1 sample
Alga
Daphnid
Fish .
Soil
Soil
Seeds
Worms
Microbes.
I sample
Seeds
Worms
Microbes.
1 sample
Seeds
Worms
Microbes.

Leachates8
Alga
Daphnid
Fish
Alga
Daphnid
Fish
Alga
Daphnid
Fish
             1 sample
1 sample
1 sample
Additional samples would  not  be  collected  because  extracts  would  be
obtained from soil samples.

Composite sample  from  three  random  grab  samples  obtained  from  each
station.
                                    39

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Then, the appropriate steps and decision points shown in Figure 2  would  be
followed.

     It may be desirable to perform a statistically based  sampling  program
(e.g.,  ANOVA)  using  the  uncomposited  samples  to analyze the data.  The
variance of each biological test should be known.  Expected  variance  in  a
particular   biological  test  might  be  relatively  high  (coefficient  of
variation = 50 percent).  Specifying appropriate levels of  alpha  (0.05  to
0.2)  and  the power of the test (1-beta = 0.8), one might wish to determine
whether a difference could be  shown  at  the  intermediate  response  level
(Table  4)  for the site containment boundary sample compared to a reference
station.
Detailed Assessment

     Statistical methods should be used to evaluate the differences  in  the
results  of  the  bioassessment  tests  among  the  sampling  stations.  The
analytical procedures must be specified in advance so that adequate sampling
is conducted.   Guidelines  for  selecting  sampling  locations  within  the
individual  sites should be developed.  For example, attempts should be made
to characterize optimal locations for  individual  sample  types.   In  this
manner  sample  variances  will  be reduced.  Transects along major exposure
routes or along site containment boundaries could be used.

     A pilot or feasibility study for the purpose of determining'the  number
and  types of samples required and optimum allocation of resources should be
performed.  The preliminary assessment might serve for this purpose.
                                       40

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     The error levels would be more conservative than  those  described  for
the  preliminary  assessment.   For  example,  based  on  potential risk the
following level could be selected, alpha = 0.1.  Then the sampling  stations
and number of replicates would be specified according to resources needed to
characterize  the  site  and the expected results from the biological tests.
The power of the test (1-beta) should be estimated and reported.
                                       41

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                              REFERENCES CITED
Anonymous.  1981.  Is this waste hazardous?   Not  always  an  easy  answer.
     Civil  Engineering.   Amer.  Soc.  Civ.  Engr., N.Y.  September,  p 81.

Buikema, Jr., A.L., B.R. Niederlehner, and J. Cairns, Jr.  1982.  Biological
     Monitoring.  Part IV - toxicity testing.  Water Res.  16:239-262.

Caldwell, S.,  K.W. Barret,  and  S.S. Chang.   1981.   Ranking  system  for
     releases  of  hazardous  substances.   In  "Management  of uncontrolled
     hazardous waste  sites".   Haz.   Mat.   Contr.   Res.   Inst.,  Silver
     Spring, MD.  pp 14-20.

Cleave, M.L., D.B. Porcella, and V.D. Adams.  1980.  Potential for  changing
     phytoplankton growth in Lake Powell due to oil shale development.  Env.
     Sci.  Tech.  14:683-690.

HMIR.  1981.  Hazardous Materials Intelligence Report.  23,  October,  1981.
     Supplement.  World Information Services, Cambridge, Massachusetts.

Krewski, D.  and C. Brown.  1981.  Carcinogenic risk assessment:  A guide to
     the literature.  Biometrics.  37:353-366.

Mathis, W.R.  1981.  Identification and assessment of uncontrolled hazardous
     material disposal sites.  (Draft).  Region IV.   USEPA.   Atlanta,  GA,
     30308.

Peterson, S.A.  1982.  Draft hazardous materials  research  plan.   (Drafts.
     USEPA.  Corvallis, OR, 97330.

Ricci, P.P.  and L.S. Molton.  1981.  Risk and benefit in environmental law.
     Science.  214:1096-1100.

Squire, R.A.  1981.  Ranking  animal  carcinogens:   A  proposed  regulatory
     approach.  Science.  214:877-880.

Starr, C.  and  C. Whipple.   1980.   Risks  of  risk  decisions.   Science.
     208:1114-1119.

Turpin,  R.D.,   J.P. LaFornara,   H.L. Allen,    and    U. Frank.     1981.
     Compatibiltiy  field  testing  procedures  for  unidentified  hazardous
     wastes.  In "Management of uncontrolled hazardous waste  sites".   Haz.
     Mat.  Contr.  Res.  Inst.  Silver Spring, MD.  pp 110-113.

USEPA. : 1977.   National  Interim  Primary   Drinking   Water   Regulations.
     U.S.G.P.O.  Washington, D.C.

USEPA.  1981.  Interim  Standard  Operating  Safety  Procedures.-/-  Emergency
     Response Division.  (Draft).  USEPA Headquarters.  Washington, D.C.
                                      42

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        APPENDIX A
   BIOLOGICAL TESTS FOR
BIOASSESSMENT OF HAZARDOUS
       WASTE SITES

-------
                           CONTENTS OF APPENDIX A


                                                                       Page

OVERVIEW OF BIOASSESSMENT PROTOCOL                                     A-l

     TEST PROCEDURES                                                   A-l

     GLOSSARY                                                          A-3
          Response Variables                                           A-3
          Controls                                                     A-3
          Sample Descriptions                                          A-4
          Test Descriptions                                            A-5

     TEST SAMPLES                                                      A-7

     REPORTING                                                         A-7

     RESPONSE LEVELS                                                   A-9


GENERAL MATERIALS AND METHODS FOR BIOLOGICAL TESTS
OF WATER SAMPLES                                                       A-ll

     GENERAL INSTRUCTIONS                                              A-ll
          Setup and Preparation                                        A-ll
               Facilities                                              A-12
               Construction Materials                                  A-12
          Test Containers                                              A-13
               Cleaning and Preparation of Glassware                   A-13
               Receipt and Quarantine for Fish                         A-14
               Disease Treatment for Fish                              A-15
          Performing the Tests                                         A-15
               Test Material                                           A-15
               Sample Test Concentrations                              A-18
                    Preparation of Toxicant                            A-18
                    Dissolved Oxygen Concentration                     A-19

     FRESHWATER ALGAE 96-HOUR TEST                                     A-19
          Introduction and Rationale                                   A-19
          Materials and Methods                                        A-20
               Equipment                                               A-20
               Freshwater Algal Nutrient Medium                        A-21
               Test Organisms and Culture Maintenance                  A-21
          Test Procedure                                   „            A-23
          Response Monitoring                                          A-25
               Electronic Particle Counting                            A-25
               Biomass (dry weight)                              -      A-26
               Absorbance                                              A-26
               Microscopic Counting                                    A-27
          Results and Data Interpretation                              A-27
                    Calculations                                       A-27
                                      A-i

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                            CONTENTS (continued!

                                                                       Page

     STATIC ACUTE TOXICITY TESTS WITH FRESHWATER  FISH
     AND DAPHNIA                                                       A-29
          Introduction and Rationale                                   A-29
          Materials and Methods                                        A-29
               Dilution Water                                          A-29
               Species                                                 A-31
               Source                                                  A-32
               Sizes, Life Stages                                      A-32
               Culturing, Care, and Handling                           A-32
               Holding and Acclimation                                 A-34
          Test Procedures                                              A-34
          Results and Data Interpretation                              A-37


GENERAL MATERIALS AND METHODS FOR BIOLOGICAL TESTS
OF SOIL SAMPLES                                                        A-40

     GENERAL INSTRUCTIONS                                              A-40
          Setup and Preparation                                        A-40
          Containers, Cleaning, and Preparation                        A-40
          Sampling and Sample Preparation                              A-41

     ROOT ELONGATION TEST                                              A-43
          Introduction and Rationale                                   A-43
          Materials and Methods                                        A-45
               Facilities                                              A-45
               Test Containers                                         A-45
               Equipment                                               A-47
               Test Organisms                                          A-47
               Size Grading of Seed                                    A-47
               Preparation of Glassware                                A-49
               Tissue Paper Precleaning                                A-49
          Test Procedures                                              A-49
               Test Medium                                             A-49
               Procedure for Planting Seed                             A-50
               Incubation                                              A-52
               Measurement of Root Length                              A-52
               Range-finding Test                                      A-54
               Definitive Test                                         A-54
          Results and Data Interpretation                              A-55
               Assay Acceptance Criteria                               A-55
               Calculations and Reporting                              A-56

     EARTHWORM TEST                                                    A-57
          Introduction and Rationale                             "      A-57
          Materials and Methods                                        A-59
               Test Organisms                                          A-59
               Breeding of Test Organisms                              A-59
          Test Procedures                                              A-59
               Range-Finding: Contact Test                             A-59
               Definitive Test: Artificial Soil Test                   A-61
                                     A-ii

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                            CONTENTS (continued)

                                                                       Page

               Test Conditions for Artificial  Soil  and
                 Soil Sample Extracts                                  A-63
               Test Conditions with Artificial and
                 Sample Soils                                          A-64
          Results and Data Interpretation                              A-66

     SOIL RESPIRATION                                                  A-67
          Introduction and Rationale                                   A-67
          Materials and Methods                                        A-67
          Test Procedure                                               A-68
          Results and Data Interpretation                              A-69


REFERENCES CITED                                                       A-73
                                    A-iii

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                                OVERVIEW OF
                           BIOASSESSMENT PROTOCOL
TEST PROCEDURES

     A set of aquatic and terrestrial biological tests have been compiled to
aid in assessing potential environmental hazard of  hazardous  waste  sites.
Users  would  select  all  tests or those appropriate to their needs and use
them according to the procedures contained in this report.

     The three tests directed at aquatic ecosystems are the algal  bioassay,
and  the  fish  and Daphnia toxicity tests.  The three terrestrial tests are
the root elongation test, the earthworm acute toxicity test,  and  the  soil
litter microorganism test.

     The aquatic tests are applied as appropriate to surface or ground water
samples, extracts of soil samples, and nonaqueous samples where appropriate.
The terrestrial tests are applied to soil extracts and soil samples.

     Two levels of testing are defined, range finding  and  definitive,  but
more  detailed  sampling  and  testing  designs  can be devised for specific
needs. . Range finding tests are a geometric series of dilutions  by  factors
of  10, for example, 1.0, 0.1, 0.01, 0.001.  At least three dilutions should
be performed.  Definitive tests  are  a  geometric  series  of  dilution  by
factors  of 2, for example, 1., 0.5, 0.25, 0.125, 0.0625, 0.03125.  At least
six dilutions should be performed.  For the definitive test,  concentrations
usually  bracket the intermediate value of the range-finding test or utilize
                                      A-l

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the most effective value as the highest concentration.  Soil  or  water  are
diluted  in  synthetic media (algal assay medium (AAM), reconstituted water,
artificial soil) and, if appropriate, in unimpacted natural waters or  soils
from the site environs.

     Control biological tests should always be  performed.   These  include,
where  appropriate,  negative,  positive,  solvent  and  reference  controls
(defined in the following section).  The tests have been designed to  be  as
reproducible  as  possible  using  carefully  standardized  test  media  and
organisms.   Quality   assurance   should   follow   the   "Guidelines   and
Specifications  for  Implementing  Quality  Assurance  Requirements" (USEPA,
1980).  Safety procedures should be practiced to prevent exposure  to  staff
(Appendix B).

     The tests described in this appendix were taken from several  important
sources  and  readers  should be aware of the references.  The three aquatic
tests and the root elongation test are from Brusick and Young, 1982, and the
earthworm test is in development (contact C. Callahan, Con/all is ERL).   The
soil  respiration  test  was  largely provided by Lighthart and Bond (1976).
Other major sources include the Committee on Methods for Toxicity Tests with
Aquatic Organisms (1975) and ASTM (1980),  USEPA  Methods  (1979),  Standard
Methods  (APHA,  1981),  Miller  et.ll-  (1978), and a review of statistical
methods by Stephan (1977).
                                      A-2

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GLOSSARY

     To insure a common understanding of terms in this  report,  a  glossary
has been included.
Response Variables

Effective Concentration (EC)  -  concentration  that  produces  the  desired
    effect  at  a  specified  level  in  a percent of the exposed population
    within a specified time.

96 hour ECgQ - concentration that produces the desired effect in 50  percent
    of  the  population within 96 hours of exposure.  Typical levels are 10,
    20, 50, 100 percent.

Lethal Concentration (LC) - concentration that produces death as the  effect
    at a specified level in a specified time.

Stimulating Concentration  (SC)  -  concentration  that  causes  growth   to
    increase at a specified level in a specified time.
Controls

Negative Control - a test in which no  toxicant  is  added  to  100  percent
    dilution medium.
                                      A-3

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Positive Control - a test in which an effective  concentration  of  a  known
    toxicant is added to 100 percent dilution medium.

Solvent Control - a test in which the solvent used to extract  the  toxicant
    from  a water or soil sample is evaluated.  Then the solvent is added to
    100 percent dilution medium at the same  concentration  as  would  occur
    with the extract.

Reference Controls - tests using natural water  or  soil  samples  collected
    from unimpacted areas of the site environs.
Sample Descriptions

Aqueous Sample - a receiving water (surface  or  ground  water)  or  a  soil
    extract obtained by extracting with water.

Non-Aqueous Sample - a water sample  with  more  than  0.1  percent  organic
    material  (>1000  ppm),  or any soil extract obtained by extraction with
    organic solvents.

Solid Sample - any solid phase material;  generally, a soil sample.

Leachate - a sample of water that has percolated through a column of soil or
    other material such as waste. "

Elutriate (extract) - a sample of water obtained by mixing  a  solid  sample
    with a specified weight ratio of solvent, usually water, for a specified
                                      A-4

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    time  and  then separating from the solid phase by centrifugation and/or
    filtration.

Dilutions of Samples - a solid, aqueous or non-aqueous sample which is mixed
    homogeneously with  natural  soils  or  waters  (receiving  system)   or
    standard  soils  or  waters  (artificial  or reconstituted, reference or
    benchmark).

Standard Sample - any sample  of  constant  or  defined  composition,  e.g.,
    synthetic water samples, soil conservation service regional soil sample,
    artificial soil.

Test Sample - site samples purposely  contaminated  with  a  known  toxicant
    substance or mixture.

Contaminated Sample  -  site  sample  contaminated  during  site  operation.
    Usually collected at boundary, or along a gradient.
Test Descriptions

Definitive Test - test used to establish the effective  concentration  of  a
    substance  or  material.   As  used  herein, the concentrations are in a
    geometric series with a ratio of 2.0.

Range-Finding Test -  test  used  to  determine  the  appropriate  range  of
    concentrations in which to apply the definitive test.  The range-finding
    test  can  be  entirely  different  from  the  definitive test, a slight

                                      A-5

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     modification of the definitive test, or an application of the definitive
     test over a broader range of concentrations.  Generally, as used herein,
     the concentrations are in a geometric series with a ratio of 10.0.

 Bioassessment Protocol - a combination of bioassessment tests for  assessing
     potential environmental hazards at a site.

 Bioassessment Procedure - a bioassessment test  applied  to  a  sample,  for
     example, methods of evaluating algal growth in a soil extract.

Bioassessment Test  -  a  specific  biological  population  for  assessing  a
     biological response to a mixture of toxicants or a single toxicant.  For
     example,  the  canary  in  the coal mine and the fish toxicity tests are
     Bioassessment Tests.

 Bioaccumulation - uptake and retention of  environmental  substances  by  an
     organism from all sources (Veith jst _§]_., 1979).

 Bioconcentration - uptake and retention of environmental  substances  by  an
     organism  from  water  (Veith  et_al_., 1979).  A bioconcentration factor
     (BCF)  can be calculated as the quotient of the concentration of chemical
     in the  tissue  (or  whole)   of  an  aquatic  organism  divided  by  the
     concentration in the water in which the organism resides.
                                       A-6

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TEST SAMPLES
                                                              x.

     Tests are conducted on water,  soil  extracts  or  extracts,  and  soil
samples  collected  as  appropriate  to  the  experimental  design  from the
hazardous waste site.  Dilutions are made into standard or  reference  water
and soil samples.  Sampling design should follow guidelines discussed in the
text.   In  all cases, including actual sampling, transportation of samples,
storage, pretreatment, dilution, and actual testing, procedures designed  to
provide  protection of personnel safety and safety of the general public and
of the environment  must  be  carefully  followed.   Safety  guidelines  are
discussed in Appendix B.
REPORTING
     The test record should include where applicable:

     •   name and address of test laboratory

     0   date or period of testing

     •   name of person responsible for testing

     t   number of  tests  carried  out  (rangefinding  and  definitive
         tests)

     0   exact description of test conditions
                                      A-7

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•   details of any variation of test materials and conditions from
    protocol

•   details of  test  organism  (age,  maintenance  and   breeding
    conditions, source of supply)

•   average live weight and range and number of organisms per dose
    at start and end of test

t   description of obvious physical or  pathological  symptoms  or
    distinct changes in behavior observed in test results

0   graph showing concentration/effect curve

•   mortality and changes in weight for control animals

•   where appropriate, mortality and changes in weight for animals
    used as control, reference, or test animals

•   date and signature of the person performing the test

•   any other documents on test conditions
                                 A-8

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RESPONSE LEVELS

     Generalized response levels for the 3 aquatic and 3  terrestrial  tests
are summarized in Table A-l.  The qualitatively defined levels are presented
as  guidance.  They are intended to help users to evaluate relative toxicity
of specific samples.  However, the response levels are not fixed values  and
further  results will be incorporated to obtain better qualitative estimates
of toxicity.   Furthermore,  the  low  or  not  detectable  levels  may   be
misleading  since  a  lack  of  strong  toxicity does not necessarily mean a
sample is "safe";  it only is  an  indication  of  the  immediate  potential
hazard due to toxicity.
                                      A-9

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                                                     Table A-l

                  DEFINITION OF TOXICITY  CATEGORIES  FOR AQUATIC AND TERRESTRIAL  ECOLOGICAL ASSAYS
                                                                       Response Levels  for LC5Q or  EC5Q Concentrations0
Assay
Freshwater
Fish
Freshwater
Invertebrate
Freshwater
Algae
3> Seed Germination and
,1. Root Elongation
o
Earthworm Test
Soil Respiration Test
Activity Measured
96-hr LC5Q
(lethality)
48-hr EC,n
ou
(immobilization)
96-hr EC5Q
(growth inhibition)
115-hr EC5Q
(inhibit root
elongation)
336-hr LC5Q
336-hr EC5Q
bamp i e
Type9
S
L
S
L
S
L
L
S
S
L
MADb
1
100
1
100
1
100
100
500
500
100
Units
g/L
percent
g/L
percent
g/L
percent
percent
g/kg
g/kg
percent
High
<0.01
<20
<0.01
<20
<0.01
<20
<20
<50
<50
<20
Moderate
0.01-0.1
20-75
0.01-0.1
20-75
0.1-0.1
20-75
20-75
50-500
50-500
20-75
Low or Not Detectable
0.1-1
75-100
0.1-1
75-100
0.1-1
75-100
75-100
500
500
75-100
aS = solid, L =, aqueous liquid, includes  water samples  and elutiate or leachate.   Nonaqueous liquids  are evaluated
 on an individual basis due to variations in samples  such as  vehicle,  percent organic vehicle,  and percent solids.
MAD = Maximum applicable dose.
     = Calculated concentratio
     = Calculated concentration expected to produce effect in  50 percent of population within  the specified  time
cLCrn = Calculated concentration expected to kill  50 percent of population  within  the specified time interval.
   ™
        interval.

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                GENERAL MATERIALS AND METHODS FOR BIOLOGICAL
                           TESTS OF WATER SAMPLES
GENERAL INSTRUCTIONS

Setup and Preparation

     The recommended test organisms  in  freshwater  tests  are  the  algae,
Selenastrum capricornutum. the juvenile fathead minnow, Pimephales promelas,
and early instars of Daphm'a magna.  The recommended test period is 96 hours
for the algal test, 96 hours for the fish test, and 48 hours for the daphnid
test.   Thus,  the  principal  finding  obtained  from an algal study is the
96-hour EC5Q, ECgQ or SC2Q, from the fish study the 96-hour LC5Q,  and  from
the daphnid study the 48-hour EC50.
            /
     The procedures for the fresh water tests have  been  developed  largely
from previous work (Brusick and Young, 1982).  Modifications to the original
protocols  have been made where necessary to adapt tests to the requirements
of the Bioassessment Protocol.

     Materials and methods that are common to all, or  nearly  all,  aquatic
tests  are  presented  in  this section.  The section for each specific test
discusses materials and methods unique for that test and identifies which of
the general  materials and methods are applicable.
                                     A-ll

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     Facilities
     The facilities should include tanks equipped  for  temperature  control
and  aeration  for  holding  and  acclimating test organisms, and a constant
temperature area or recirculating water bath for the test vessels.   If  the
use of reconstituted dilution water is necessary, there should be a tank for
its  preparation.   If  air is used for aeration, it must be free of oil and
fumes.  The test facility  must  be  well  ventilated  and  free  of  fumes.
Illumination  should  be  provided  of  an  intensity  and  duration that is
specified in the Materials and Methods section for each test.

     Construction Materials
     Materials that come in contact with samples, stock solutions,  or  test
solutions  should minimize sorption of any constituents of the test material
and not contain any substances that can  be  leached  or  dissolved  by  the
water.   Glass,  #316  stainless steel, and perfluorocarbon plastics must be
used whenever possible to  minimize  leaching,  dissolution,  and  sorption.
Unplasticized  plastics may be used for holding and acclimation tanks and in
the water supply system.  Rubber, copper, brass, galvanized, and  lead  must
be  avoided.   If stainless steel is used it must be welded, never soldered.
Silicone adhesive used to cement glass containers sorbs some  organochlorine
and organophosphorus compounds which are difficult to remove;  therefore, as
little  adhesive  as  possible  should  be  in  contact  with  test material
solutions and extra beads of adhesive should be  on  the  outside,  not  the
inside, of the containers.
                                     A-12

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     Test Containers
     Fish tests should be conducted in 20-liter wide-mouth  soft-glass  jars
or  in all-glass containers 30 cm wide, 60 cm long and 30 cm high.  Daphnids
should be exposed in 4-liter wide-mouth  soft-glass  bottles,  in  3.3-liter
battery  jars or in 250-miHi liter beakers.  Algal tests should be conducted
in Erlenmeyer culture flasks of Pyrex or Kimax type  of  glass.   The  flask
size  is not critical, but due to COp limitations the volume-to-volume ratio
is.  The recommended contents-to-flask-volume ratios for hand shaken  flasks
are:
                            25 ml in 125 ml flask
                            50 ml in 250 ml flask
                           100 ml in 500 ml flask
Maximum  permissible  contents-to-volume ratios in continously shaken flasks
should not exceed 50 percent.

     Cleaning and Preparation of Glassware
     Each testing container must be cleaned before  use.   A  new  container
must be (1) washed with non-phosphate detergent, (2) rinsed with 100 percent
acetone,  (3) rinsed with water, (4) rinsed with 10 percent nitric acid, (5)
rinsed thoroughly with tap or other clean water, and (6) a final rinse  with
distilled  or  deionized  water  (3 volumes).  After testing, each container
should be cleaned as above unless the container is discarded.

     For fish bioassays, disinfect  test  containers  for  1  hour  with  an
iodophor,  200 mg hypochlorite per' liter, or a quaternary ammonium salt such
as 800 ppm Roccal II (National Laboratories,  Montvale,  New  Jersey  07645)
with at least one thorough scrubbing during the hour, then rinse thoroughly.
For safety, do not use acid and hypochlorite together.
                                     A-13

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     All glassware used  in algal testing  is prepared  as  above.   Flasks   are
dried   in an oven at 50° to 70°C.  Demonstrably nontoxic plugs  (for example,
Gaymar white, polyurethane or equivalent, Gaymar Industries,  Orchard  Park,
New  York 14127) are inserted and the glassware is autoclaved for 20 minutes
at 1.1 kg/cm2 (15 psi) and  121°C.   Cooled  flasks   are  stored  in  closed
cabinets.

     Receipt and Quarantine for Fish
     Stock fish shipped  from outside sources  may  have  been   subjected  to
changes  in temperature, dissolved oxygen and pH, handling disturbances,  and
other stresses, and should be  examined  carefully  for  health  and  vigor.
Introduce holding water  gradually into the shipping baas, observing the fish
for abnormal behavior.   When the difference in water  temperature between  the
bag  and  holding tank is 2° or less, fish from one bag should  be introduced
into the tank and observed for five minutes  for  acute  stress.   If  acute
stress  is not seen, the remaining fish may be introduced into  the tank in a
similar manner.

     To prevent spread   of  disease,  incoming  fish  for  stock  should  be
quarantined  for  at  least  2  weeks and observed for abnormal behavior  and
parasites.  The quarantine tanks should be prepared in advance  by  thorough
scrubbing  and  cleaning  with  an  industrial  cleaner, rinsing with water,
sterilizing with a quaternary ammonium salt such as 800 ppm Roccal  II,   and
rinsing  with  at  least three changes of water before filling with dilution
water.   If after 2-weeks' quarantine they show  no  signs  of   infection  or
abnormal  behavior  they  are transferred to stock holding tanks, otherwise,
they are either discarded or treated as described in  Disease  Treatment  for
Fish,  below.

                                     A-14

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     To prevent initiation  and  spread  of  disease,  nets,  buckets,  fish
graders,  and  hands  should be routinely disinfected with 200 ppm Roccal II
before being placed in the water.

     Disease Treatment for Fish
     Freshwater fish may be chemically treated to cure or  prevent  diseases
by  using  the  treatments recommended in Table A-2.  However, if a group of
fish is severely diseased, the entire lot should be  destroyed.   Generally,
the  fish  should  not be treated during the first 16 hours after arrival at
the facility  because  they  may  be   stressed   due   to   collection   or
transportation  and some may have been treated just prior to transit.  Tests
must not begin with treated fish for at least 4 days after treatment.  Tanks
and test chambers which may be contaminated with undesirable  microorganisms
should  be  disinfected  following  the  procedures outlined in Cleaning and
Preparation of Glassware, above  in this section.
Performing the Tests

     Test Material
     All samples and test  materials  must  be  handled  according  to  safe
procedures  that  protect  the  workers,  society, and the ecosystem.  These
procedures are described in Appendix B.  The test material may be  a  solid,
aqueous  liquid,  or nonaqueous liquid.  For the quantity of sample required
to run each test, see  Table  A-3.'   Samples  are  usually  tested  directly
without   preparation,  however,  some  test  materials   require    pretest
preparation.  Except for the algal test,  the  aqueous  sample  (extract  or
water  sample)  should be run directly  in the dilution water and must not be

                                     A-15

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                                      Table A-2

                 RECOMMENDED PROPHYLACTIC AND THERAPEUTIC TREATMENTS
                  FOR FRESHWATER FISH (from Brusick and Young, 1982)a
  Disease

External
bacteria
Monogenetic
trematodes
fungi, and
external .
protozoa
Parasitic
copepods
       Chemical

Benzalkonium chloride
  (Hyamine 1622®)
Nitrofurazone (water mix)
Neomycin sulfate
Oxytetracycline hydrochloride
  (water soluble)
Formalin plus zinc-free
  malachite green oxalate
Formalin
Potassium permanganate
Sodium chloride

Dexon  (3555 AI)
Trichlorfon
  (Masolen®)
Cone., mg/1

1-2 AIb

3-5 AI
25
25 AI

25
 0.1
150-250
2-6
15,000-30,000
  2000-4000
20
0.25 AI
  Application

  30-60 minc

  30-60 minc
  30-60 minc
  30-60 minc

  1-2 hoursc

  30-60 minc
  30-60 min
5-10 min dip
    c,e
  30-60 min1-
    f
  These recommendations do not imply  that  these  treatments  have  been  cleared  or
  registered for these uses.  Appropriate State and Federal regulatory agencies should
  be  consulted  to  determine if the treatment in question can be used and under what
  conditions the uses are permitted.  These treatments should be  used  only  on  fish
  intended  for  research.   They  have  been  found  dependable, but efficacy against
  diseases and toxicity to fish may  be  altered  by  temperature  or  water  quality.
  Researchers  are  cautioned  to  test treatments on small lots of fish before making
  large-scale applications.  Prevention of disease is preferred,  and  newly  acquired
  fish  should  be  treated  with  the  formalin-malachite  qreen combination on three
  alternate days if possible.  However, in general, fish should not be treated on  the
  first day they are in the facility.  This table is merely an attempt to indicate the
  order or preference of treatments that have been reported to be effective.  Before a
  treatment  is  used,  additional information should be obtained from such sources as
  Davis (1953), Hoffman and Meyer (1974), Reichenback-Klinke and Elkan (1965) Snieszko
.  (1970), and van Duijn (1973).
  AI - active ingredient.
  Treatment may be accomplished by (1) transferring the fish  to  a  static  treatment
  tank  and  back  to  a  holding  tank;   (2)  temporarily  stopping  the  flow  in a
  flow-through system, treating the fish in a static manner,  and  then  resuming  the
  flow  to  .flush out the chemical, or (3) continuously adding a stock solution of the
  chemical to a flow-through system by means of a metered flow  or  the  technique  of
. Mount and Brungs (1967).
  One treatment is usually sufficient except for "Ich", which must be treated daily or
  every other day until no sign of the protozoan remains.  This may take 4 to 5  weeks
  at  5  to  10°C and 11 to 13 days at 15 to 21°C.  A temperature of 32°C is lethal to
  Ich in 1 week.
f Minimum of 24 hours, but may be continued indefinitely.
  Continuous treatment should be employed in static or flow-through systems  until  no
  copepods  remain, except that treatment should not be continued for over 4 weeks and
  should not be used above 27 C.
                                          A-16

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                                 Table A-3

           SAMPLE SIZE REQUIREMENTS FOR AQUATIC ECOLOGICAL ASSAYS
                       (From Brusick and Young, 1982)

                                 Solid              Liquid (liters)
     Type of Test               (grams)        Aqueous         Nonaqueous9

Freshwater Fish                100 (75)b      100L (75L)       0.100 (0.075)
Freshwater Invertebrate         10 (4)         10L (4L)        0.010 (0.004)
Freshwater Algae                 2 (1)          1L (0.06L)     0.010 (0.005)
 Nonaqueous liquids include aqueous samples with greater than 0.2% organics,
 nonaqueous liquids, solvent exchange samples, and extracts or leachates  in
 a nonaqueous (organic) vehicle.
 The first value given is the requested sample  size  for  routing  testing.
 The value in parentheses is the minimum feasible sample size to conduct the
 test.
 aerated  or  altered  in  any way, except that it may be filtered through a
 sieve or screen with  holes  2mm  or  larger  to  remove  large  particles.
 Aqueous  samples  should  be  filtered  (0.45  micrometer cellulose acetate
 filters) to remove indigenous algae for the algal assay.   This  should  be
 done  as soon after collection as possible (on site is preferable) and must
 be done before sample storage.  Solid and nonaqueous samples may  be  added
 directly  by weight or volume respectively, diluted with dilution water and
 small subsamples of equal volume added to  each  test  container.   Samples
 must  be  covered  at  all  times'  and  violent  agitation must "be avoided.
 Undissolved materials must  be  uniformly  dispersed  by  gentle  agitation
 immediately before a portion of the sample is taken for use.
                                     A-17

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      If  testing  is  to  be  done  on-site, the   tests   should  begin  within  8
 hours of collection.   If  testing  is to be done  at a laboratory, the  samples
 should   be  placed  on  ice for preservation  during  transportation.   Testing
 should be performed as  soon as possible  after   laboratory  receipt   of  the
 samples.   Samples  should be stored at 4°C if testing  is not  initiated upon
 sample receipt.  The temperature  of the  sample  should  be adjusted  to  that
 of  the  test  (+2°C) before portions are  added to the dilution water.  Solid
 materials may be added  directly to dilution  water.

     When diluting  samples containing highly volatile  substances, it may be
 desirable to  add the test sample  below the surface  of  the  dilution  water.
 Complete  and  accurate  records  of  collection  methods,  treatments, and
 addition techniques must be maintained.

     Sample Test Concentrations
     Preparation of Toxicant.  Depending on  its nature, the  test  material
 is  prepared  by  one  of  two methods.   In  the  first method, solids or
 non-aqueous liquid materials may  be added  directly  by  weight  or  volume
 respectively  to  a  stock  solution  or  to the dilution water.  The stock
 solution may be  deionized  water  or  a  solvent  and  then  equal  volume
 subsamples  of  a  small  size  are  added to each treatment.  If it is not
 possible to prepare a homogenous  solution of the toxicant, it must be added
directly to the dilution water in each replicate flask or tank.

     The second method is for  aqueous samples and allows testing by percent
volume (volume/volume).   Up  to   100   percent   of   the   sample   with
filter-sterilization  if  required,   is  used in the test.   Additional test
concentrations are prepared on a volume-percent basis by mixing appropriate
                                    A-18

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 volumes of sample with  appropriate  dilution  water  or medium.

      Controls  should  consist  of  the dilution water or  nutrient medium,   and
 a  receiving   water   sample   if   appropriate.   These   are  called  negative
 controls.   It  may be  necessary to perform  a  range  finding test  with  broad
 dilution  limits   (factors  of   10,   100,  1000 > before performing the final
 tests.   Specific  requirements are listed in  the Section on  Test  Procedure
 for each test.

      Dissolved Oxygen Concentration.  Aeration of  test solutions during  the
 test  should be avoided  to  minimize   loss  of  highly   volatile  materials.
 Dissolved  oxygen must  be brought at  least to minimum  standards (40 percent
 of  saturation)  by dilution.   If  the dissolved oxygen concentration  is  less
 than  40  percent saturation  in  any test chamber for fish or Daphnia tests,
 this  should be  noted  in the final report.  Algal tests  do not have  defined
 dissolved  oxygen  concentration requirements.
FRESHWATER ALGAE 96-HOUR TEST

Introduction and Rationale

     Unicellular algae are important producers of oxygen and form the basis
of the food web in aquatic ecosystems.  Since algal species and communities
are sensitive  to  environmental 'changes,  growth  may  be  inhibited   or
stimulated by the presence of pollutants.  Therefore, the response of algae
must  be  considered  when  assessing  the  potential ecological effects of
industrial or municipal discharges on aquatic ecosystems.

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     A simple screening test for toxicity to algae can be conducted  in  96
hours.   Algae  are  exposed to various concentrations of the test material
and growth is measured at 96 hours.  Results are expressed in terms of  the
ECgg  (the  lowest test concentration causing inhibition of growth by equal
or greater than 90 percent relative to the control), and EC5Q  (the  lowest
test concentration causing inhibition of growth by equal or greater than 50
percent  relative  to the control).  Stimulatory effects, if any, should be
noted and expressed mathematically in terms of SCon and used for estimation
of bioactivity of the sample.
Materials and Methods

     General procedures  listed  for  all  aquatic  tests  in  the  GENERAL
INSTRUCTIONS  are  applicable  to  the  static  acute  toxicity  test  with
freshwater algae.  Specific areas discussed  in  the  GENERAL  INSTRUCTIONS
that  should  be  followed  are:   facilities, construction materials, test
containers, cleaning and  preparation  of  glassware,  and  test  material.
Materials  and methods unique to freshwater algal tests are included below.

     Equipment
     Equipment should include  a  constant-temperature  room  or  incubator
capable of providing temperature control of 24 +_2°C.  Daily hand shaking or
a  gyrotary shaking apparatus capable of 100 oscillations per minute should
be used for test culture flasks. "  Continuous  illumination  of~ 4300  +430
        o
lumens/m   (400  ft-c)   is  required  for freshwater green algae.  Overhead
cool-white fluorescent bulbs should be used.   Light intensity  is  measured
adjacent  to the flask  at liquid level using a light meter capable of being
                                    A-20

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calibrated against National Bureau of Standards lamps.  Culture  containers
for  this  and  other  aquatic  tests  are  discussed in the Test Container
section.

     Freshwater Algal Nutrient Medium
     Algal Assay Medium (AAM) is prepared by adding 1.0 ml of each  of  the
macronutrient  and  micronutrient  stock  solutions, in the order listed in
Table A-4, to 900-ml of  filter-sterilized  deionized  water,  with  mixing
after  each  addition.   Then  the  final volume is brought to 1 liter with
filter-sterilized deionized water.  Deionized water is filter-sterilized by
passing through a  0.45  micrometer  porosity  cellulose  acetate  membrane
filter  (pre-rinsed  with 100-ml deionized water) into a sterile container.
Medium should be constituted as needed but can be stored in the dark at 4°C
to reduce possible photochemical changes and bacterial growth  for  periods
up to one month.

     Test Organisms and Culture Maintenance
     For freshwater  algal  assays,  the  recommended  test   organism   is
Selenastrum  capricornutum,  a  unicellular  non-motile chlorophyte that is
easily maintained in laboratory cultures.  Obtain algal  cultures  (Culture
No.   ATCC 22662) from the American Type Culture Collection, 12301 Parklawn
Drive, Rockville, Maryland, 20852.

     Upon receipt of the algal culture,  approximately  1.0  ml  should  be
aseptically  transferred  to  the"  AAM.   The  rest  of  the culture can be
maintained up to six months in a dark refrigerator at 4°C.  Weekly  aseptic
routine  stock  transfer  is recommended to maintain a continuous supply of
"healthy" cells for experimental work.  To retain a unialgal culture over a
                                    A-21

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                                 Table A-4

                  COMPOSITION OF ALGAL ASSAY MEDIUM (AAM)
                         (From Miller et aj.., 1978)
                               Macronutrients
         Stock Solutions
                    Concentration
 Compound               (g/1)
                          Nutrient Composition
                             Prepared Medium
                                        Concentration
                      Element                (mg/1)
NaN03
NaHCO,
K2HP04
MgS04'7H20
MgCl2*6H20
CaCl2'2H20
 25.500
 15.000

  1.044

 14.700
 12.164
  4.410
N
Na
C
K
P
S
Mg
Ca
  4.200
 11.001
  2.143
  0.469
  0.186
  1.911
  2.904
  1.202
                               Micronutrients
         Stock Solutions
                    Concentration
 Compound               (mg/1)
                        Nutrient Composition
                             Prepared Medium
                                        Concentration
                      Element                (uq/1)
H3B03
MnCl2'4H20
ZnCl2
CoCl2'6H20
Na2Mo04'2H20
FeCl3*6H20
Na2EDTA'2H20
185.520
415.610
  3.271
  1.428
  0.012
  7.250
160.000
300.000
B
Mn
Zn
Co
Cu
Mo
Fe
 32.460
115.374
  1.570
  0.354
  0.004
  2.878
 33.051
  Other  forms  of  the  salts  may  be  used  as  long  as  the   resulting
  concentrations of elements are the same.
                                    A-22

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long period of time it is  advantageous  to  prepare  a  semi-solid  medium
containing  1.0  percent  agar  made  up with AAM, autoclaved and cooled to
45°C, and placed in sterile Petri plates.  A  portion  of  a  liquid  algal
culture is streaked onto it and incubated under standard conditions.  Algae
should  be  transferred  onto  fresh plates every four weeks.  Fresh liquid
cultures should be started by transfer of a single algal colony  to  liquid
medium  at  four week intervals.  For test inoculation, liquid cultures are
used.

     A 6- to 8-day-old stock  culture  is  used  as  the  inoculum  source.
Population density in the stock culture is determined by direct counting or
spectrophotometry  with  a  standard  curve.   The culture should always be
checked microscopically to insure that  it  is  unialgal  and  healthy.   A
volume of inoculum calculated to provide a concentration of 10,000 cells/ml
in  the test concentration at the start of the test is aseptically added to
each test flask.  The volume of inoculum added should be  between  0.1  and
1.0  ml.   See the section on Response Monitoring to determine cell counts.
Test Procedure

     Three replicates of each test concentration and  control  are  tested.
Prior.to conducting the rangefinding or definitive 96 hr ECcn test, the 100
percent  sample  should  be  assayed with and without the addition of stock
nutrient solutions equivalent to ' full-strength  algal  assay  medium.   If
inhibition  in  the  100 percent sample plus AAM is less than 50 percent of
the control, no further testing is necessary.  Samples causing greater than
50 percent inhibition should be assayed by diluting the 100 percent  sample

                                    A-23

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(without  nutrient  addition)  with  algal  assay  medium  to  prepare each
dilution series.  This assures known  nutrient  availability  in  the  test
dilutions  to calculate algal yield.  Stock nutrient solutions are added to
the 100 percent sample as in making up AAM to  insure  nutrient  salts  are
equivalent to 100 percent AAM.  Full strength AAM is used to dilute samples
for the dilution series.

     A range finding test will probably be  necessary  before  running  the
actual  test.   A  control plus concentrations of 80 percent, 10 percent, 1
percent and 0.1  percent  (W/V  or  V/V)  are  usually  necessary  using  3
replicates  each.   The  addition  of  AAM  to  make the 80 percent samples
insures adequate nutrients for the test, while avoiding chemical effects or
nutrient inavailability which occurs when using 100  percent  AAM  in  test
samples.    The  definitive  test  will  span   the   moderate     response
concentration(s) using a geometric  series.   For  example,  if  1  percent
(0.01)  and  10  percent  (0.10) gave toxic responses (EC,-Q), a test series
would include:  0.1, 0.05, 0.025,  0,0125,  0.00625,  0.003125.   solutions
(W/V or V/V).

     Controls include the AAM (negative control) to check standard organism
response and receiving water if applicable (reference control),  a  solvent
control  if applicable (dilution water plus solvent).  The positive control
is applied with ZnCl2 in AAM at a concentration of 80 ug Zn++/l to  give  a
range of inhibition of 51-66 percent (long term mean = 58.8).
                                    A-24

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Response Monitoring

     After 96 hours of exposure, algal growth is measured  by  any  of  the
following  methods:   (a)  electronic  particle  counting, (b) biomass (dry
weight), (c) absorbance, or (d) microscopic  counts.   Cursory  microscopic
observation  is  desirable  to  reveal and record any abnormalities in cell
shape or condition.  Because the  algal  test  is  designed  to  provide  a
comparative response to varying dilutions of sample dilute, it is better to
use an electronic particle counter to measure growth.  Other techniques can
be  used  (Brusick  and Young, 1982;  Miller et£]_., 1978;  American Public
Health Association, 1981;  Porcella and Cleave, 1981) but results  must  be
reported along with conversion equations as mg/1 dry weight.

     Electronic Particle Counting
     A Model ZBI Coulter  Counter  with  Mean  Cell  Volume  (MCV  or  MHR)
Computer  is  used.  The particle counter offers the greatest precision and
accuracy and is the preferred method if equipment is available and  samples
are  suitable.   The  MHR  Computer  must  be  calibrated  with the organic
calibration material;   biomass  may  be  determined  indirectly   by   the
following equation:

         Cell counts (cells/ml) x MCV ( m3) x (2.9 X 10"7)* =
                   mg dry weight ^. capricornutum/1iter

*Note  that  the  conversion  factor  of  2.9  x  10    may  differ between
laboratories and should be determined by each investigator.   The  standard
reference  particle  (Part  Number  1607081)  can  be obtained from Coulter
Electronics, Inc., Hialeah, Florida.

                                    A-25

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     If there are particles  in  the  test  material,  it  is  possible  to
eliminate  counts  contributed by other particles.  Uninoculated flasks are
counted and these counts  subtracted  from  the  total  counts.   Then  dry
weights  of  cells can be calculated with the above formula.  Particles may
clog the aperture, and in such cases, another method should be  used.   The
advantage  of  this  method  is that it allows for determination of biomass
produced in addition to cell numbers.

     Biomass (dry weight)
     For this method, a measured portion of algal  suspension  is  filtered
through  a  tared  0.6  micrometer  PVC  membrane  filter.  The filters are
prepared as follows:  Dry for two hours at 70°C in an oven.  Place  filters
in folded sheets of paper or aluminum weighting dishes on which the weights
or  codes  are  written.   Cool  in  a desiccator for at lease one hour and
weigh.  Filter a suitable portion of culture (50 ml or  less  as  the  cell
density dictates) under a vacuum of 51 kPa.  Rinse filter funnel with 50 ml
distilled  water  using a wash bottle and let the rinsings pass through the
filter.  Dry at 70°C, cool in desiccator, and weigh.  Subtract tare weight,
divide by volume (liters) of culture  filtered  and  express  as  mg/1  dry
weight.

     Absorbance
     Measure absorbance  with  a  spectrophotometer  or  colorimeter  at  a
wavelength  of 750 nm.  Report instrument make and model, geometry and path
length of the cuvette, wavelength' used,  and  the  equivalence "to  biomass
(absorbance units per milligram dry weight per liter).
                                    A-26

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      Limit photometric measurement of  absorbance to a range of  0.05
-------
     C  = maximum standing crop fmg/1) obtained in the AAM control.

     T  = maximum standing crop (mg/1) obtained in the test sample.

     IN = dry weight (mg/1) of inoculum used at start of test.

     Four toxic concentrations must be tested in the definitive test.  They
are:  the concentrations which inhibit less than or equal  to  25  percent;
from  25  percent up to 50 percent;  from 50 percent up to 75 percent;  and
the lowest concentration which inhibits more than 75 but less than or equal
to 90 percent of the test algae.   Three endpoints may  be  calculated  from
the  percent  response  vs.   concentration  data.   For  samples which are
inhibitory, an ECgQ (defined  as   the  lowest  test  concentration  causing
growth  inhibition  of 90 percent relative to control) and an EC™ (defined
as the lowest test concentration  causing growth inhibition  of  50  percent
relative  control)  are  calculated.  For samples which are stimulatory, an
SC£Q (defined as the lowest concentration causing growth stimulation of  20
percent  relative  to  control)  is calculated.  For all samples, the EC™,
ECgg, and SC2Q are calculated using any of several statistical methods.

     The 96-hour ECgQ  results are evaluated according to criteria  defined
in  Table  A-l which will permit  the test material to be ranked by toxicity
category.  While the ECgQ endpoint may be the  most  meaningful  biological
effect  for long-term impact on the environment, the more sensitive EC™ is
used in this assay to rank samples.
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STATIC ACUTE TOXICITY TESTS WITH FRESHWATER FISH AND DAPHNIA

Introduction and Rationale

     The static toxicity tests with freshwater  fish  and  Daphnia  utilize
juvenile fathead minnows, Pimephales promelas, and early instars of Daphnia
magna.  The static acute exposure period is 96 hours for the fathead minnow
and  48 hours for the daphnid study.  The 96-hour mean lethal concentration
(96-hour LCgg) is calculated for the fathead minnow.  Because death is  not
always  easily  determined  in Daphnia. the 48-hour effective concentration
(48-hour EC5Q) is calculated for Daphnia.
Materials and Methods

     Procedures listed for all aquatic tests under GENERAL INSTRUCTIONS are
applicable to the static acute toxicity  tests  with  freshwater  fish  and
Daphnia.   Sections  that should be followed are:  Facilities, Construction
Materials, Test Containers, Cleaning and Preparation of Glassware,  Receipt
and  Quarantine  for  Fish.  Disease Treatment for Fish, Test Material, and
Dissolved Oxygen Concentration.  Materials and methods unique to freshwater
fish and Daphnia tests are included below.

     Dilution Water
     Dilution water  can  be  from   the   site   (upstream   of   possible
contamination)  local  dechlorinated  tap water, or reconstituted water.  A
minimal criterion  for  an  acceptable  dilution  water  is  that   healthy
organisms  will  survive  in it for the duration of acclimation and testing
                                    A-29

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without showing signs of stress such as discoloration or unusual  behavior.
Water  in  which daphnids survive and reproduce satisfactorily should be an
acceptable dilution water for tests with freshwater organisms.

     The dilution water  should  be  of  constant  quality  and  should  be
analyzed by accepted methods (Durrant et al_., 1974;  Imai and Siegel, 1973;
Santelman,  1972;   Walley  eta/L,  1974)  to  ascertain  that none of the
following substances exceeds the maximum allowable concentration shown:

                                                        Maximum
       Pollutants                                    Concentration
    Suspended solids                                     20 mg/1
    Total organic carbon                                 10 mg/1
    Un-ionized ammonia                                   20 ug/1
    Residual chlorine                                     3 ug/1
    Total organophosphorus pesticides                    50 ng/1
    Total organochlorine pesticides plus PCB's           50 ng/1

     The dilution water is considered to be  of  constant  quality  if  the
monthly  ranges of the hardness, alkalinity, and conductivity are within 10
percent of their respective means and if the monthly range of  pH  is  less
than  0.4 units.  Reconstituted dilution water may be prepared according to
the method shown in Table A-5.   For comparability of results between tests,
the hardness should be as close as possible to 100 mg/1  as CaCO,.
                                                               •3
                                    A-30

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                                 Table A-5
                 RECOMMENDED COMPOSITION FOR RECONSTITUTED
     FRESH WATER THAT IS MODERATELY HARD (calculated from ASTM, 1980)
    Salts Added to
 Distilled Water*, mg/1                   	Water Quality	
CaS04*2pH20           70                  H (air equilibrated)          8.3
MgS04                 70                  Hardness, mg/1 as CaC03       100
KC1                  4.5                  Alkalinity, mg/1 as CaC03     100
NaHCO-               168                  Total dissolved solids        250
* Stock solutions of individual salts can be prepared so that 10 ml in  one
  liter produces the desired final concentration.  Store stock solutions in
  the dark at 4°C.
     Species
     The juvenile fathead minnow, Pimephales promelas. and early instars of
Daphnia magna are the species to be used in Level 1 freshwater static acute
toxicity tests.  The fathead minnow is a warm-water fish of  ponds,  lakes,
and  sluggish  streams.   Daphnids  occur in nearly all types of freshwater
habitats.  Both species, have been recommended as bioassay orqanisms by the
Committee on Methods for  Toxicity  Tests  with  Aquatic  Organisms  (1975;
ASTM,  1980)  because of their wide geographic distribution, important role
in the aquatic food web, temperature requirements, wide pH tolerance, ready
availability, and ease of culture.
                                    A-31

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     Source
     Fathead minnows may be obtained from private, state, or  federal  fish
hatcheries,  or  captured  from  wild  populations in relatively unpolluted
areas.  However, collecting permits may be  required  by  local  and  state
agencies.   Fish  collected by electroshocking should not be used.  Daphnia
should be reared in the testing facility from laboratory cultures.

     Sizes, Life Stages
     Fathead minnows used in testing should weigh between  0.5  and  1.0  g
each.   All  fish  in each test should be from the same year class, and the
standard length (tip of snout to end of caudal  peduncle)  of  the  longest
fish  should  be no more than twice that of the shortest fish.  Weights and
lengths should be determined by measuring representative  specimens  before
the  test  or  the  control  fish after the test.  Very young fish (not yet
actively feeding), spawning fish, and spent fish should not be used.

     Daphnia magna used in testing should be in  the  early  instar  stages
(stages 2-4) of their life cycle.  All organisms in a test must be from the
same source and as healthy and uniform in size and age as possible.

     Culturing. Care, and Handling
     Fathead minnows are maintained at 20-22°C  in  a  flow-through  system
with a turnover of at least two volumes daily, or in a recirculatinq system
in  which  the  water  is passed through a carbon filter and an ultraviolet
sterilizer (ASTM, 1980).
     Daphnia magna are maintained in a static  system  at  19-22°C.   Tanks
must  be  cleaned  with  a  siphon periodically to remove debris, and water

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should be  added  as  necessary  to  maintain  volume.   Cultures  must  be
maintained  under  optimum  conditions at all times to prevent formation of
ephippial eggs;   daphnids  from  cultures  in  which  ephippia  are  being
produced  must not be used in testing.  Generally, periodic subculturing of
cultures, elimination of crowding, and adequate food  prevent  problems  in
Daphnia cultures.

     Both species should be fed at least once a day, at which time  careful
observations  should  also  be made for mortality and for signs of disease,
stress, and injury.  Dead and abnormal individuals  should  be  removed  as
soon as they are observed.

     Water quality  should  be  held  constant  as  described   above   and
temperature  changes  should  not  exceed  3°C in any 12-hour period.  Fish
tanks should be scrubbed at least twice a week.

     The organisms should be handled as little as possible.  When  handling
is  necessary,  it  should  be  done  as  gently, carefully, and quickly as
possible so that the organisms are not needlessly stressed.  Small dip nets
are best for handling fish and wide  bore  pipettes  (0.5cm)  for  Daphnia.
Organisms that touch dry surfaces or are dropped or injured during handling
should be discarded.

     Test organisms  should  always  be  shielded  from  disturbances,  and
overcrowding should be avoided.  '
                                    A-33

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     Holding and Acclimation
     After collection or transportation, the fish should  be  held  in  and
acclimated  to  the  dilution  water for at least 2 days before beginning a
test under the same  holding  conditions  as  described  in  the  Care  and
Handling, section.

     A group of animals must not be used for a test if  individuals  appear
to  be  diseased or otherwise stressed or if more than 5 percent die within
48 hours prior to beginning the test.  If  a  group  fails  to  meet  these
criteria,  they must be discarded or treated and held an additional 4 days.

     Fathead minnows should not be fed for 48 hours prior to the  beginning
of  a  test.   However,  the  Daphnia may be fed up to the beginning of the
test.
Test Procedures
     Unless the approximate toxicity of the sample  is  already  known,  at
least  six concentrations of test material should be prepared.  The highest
dose should be at the maximum applicable dose (MAD) for  that  sample  type
(see  Table  A-l)  unless  physical  characteristics of the sample or other
previously gathered toxicity data contravenes this.

     In fathead minnow tests, at least 20 fish must be exposed to each test
concentrations per replicate with'two replicates per concentration used  in
the test.  For Daphnia maqna tests, five organisms per replicate with three
replicates per concentration should be used.  The use of more organisms and
replicate  test  containers  and  random  assignments  of test organisms to

                                    A-34

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containers is desirable.

     The fathead minnow tests should be conducted at  22  +2°C,   and  those
with Daphnia at 19 +2°C.  A photo period of 16 hours light and 8 hours dark
is  used  for both tests.  Neither type of test animal should be fed during
exposure.  The test conditions are summarized in Table A-6.
                                 Table A-6
                        SUMMARY OF TEST CONDITIONS
                      (from Brusick and Young, 1982)
                                   Fathead Minnow,
                                 Pimephales promelas         Daphnia maqna

Temperature, °C                   22 + 2                         19 + 2
Photoperiod, hours                16:8                           16:8
  light:dark
Water quality, hardness3          100                            100
  mg/1 as CaCOj
Container size                    20 liters                      250 ml
Test volume                       15 liters                      200 ml
Organisms per container           10                              5
Replicates                         2                              3
Feed                              No                             No
Duration, hours                   96                             48
Measurements of D.O.              0, 24, 48, 72, 96              0, 48
  and pH, hours
a For dilution water only;  the investigators add  salts  in  Table A-5  as
  appropriate to obtain 100 ug/1 as CaCO-.
                                    A-35

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     In the fathead minnow test there should be 15 liters of test  solution
or  control  water  in  each  20-liter  jar.   If  30  x 30 x 60 centimeter
containers are used, the solution should be between 15 and  20  centimeters
deep (about 30-35 liters).

     In the daphnid test there should be 2  to  3  liters  of  solution  or
control  water  in  each  4 liter wide-mouth bottle or 3 to 4-liter battery
jar, or 200 mi Hi liters in each 250-mi Hi liter beaker.

     Test organisms should be placed in the test and  control  vessels  not
more  than  30  minutes after the test solutions are prepared.  Ten fish in
each vessel and five daphnids in each replicate are recommended.  Chemical,
physical, and biological data are taken and recorded as described below for
the duration of the test.

     If no toxicity is detected at any concentration and the MAD  dose  was
tested,  then  no  further  testing  is required.  The test material may be
reported as having no detectable toxicity.  Test  materials  that  kill  or
immobilize  all or nearly all the test organisms at all dilutions should be
retested with a lower dose range.

     The biological loading in each test  and  control  vessel  should  not
exceed  0.8  g  of  test  organis'm per liter or be so high as ta fl) reduce
dissolved oxygen  concentration  in  the  control  tanks  below  acceptable
levels,  (2) raise the concentration of metabolic products above acceptable
levels, or (3) stress the organisms  by  overcrowding,  any  of  which  may

                                    A-36

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invalidate the test results.
Results and Data Interpretation

     In the fathead minnow test, dissolved  oxygen  concentration,  and  pH
should  be  measured  for  each  replicate at the beginning of the test and
every 24 hours thereafter in the controls and in the high, medium, and  low
concentrations.   Conductivity  and  hardness  should  be  measured  at the
beginning of the test in the control and each test concentration  for  each
replicate.   Meters  can  be used but must be standardized.  Temperature of
the water  bath  or  controlled-temperature   area   should   be   recorded
continuously or every 24 hours.

     In the Daphnia test, temperature, dissolved oxygen, pH, hardness,  and
conductivity on the high, medium and low concentrations, should be recorded
initially and at 48 hours.

     Mortality is the effect most often used to define  acute  toxicity  to
aquatic  organisms.   Criteria  for  death  are  usually   lack of movement,
especially of gill movement  in  fish,  and  lack  of  reaction  to  gentle
prodding.

     Because death is not always easily determined with some invertebrates,
an ECgQ may be calculated rather than an l-C^Q.  The principal criterion for
effect on Daphnia is immobilization, defined as lack of movement except for
minor activity of appendages.
                                    A-37

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     Mortality, immobilization, and abnormal behavior should  be  recorded.
Dead  or  immobilized  organisms  should  be  removed  as  soon as they are
observed.  For definitions of fish behavior terms, and suggested  code  for
recording  and  reporting,  see Table A-7.  If more than 10 percent of test
organisms in any control  die  or  are  immobilized,  the  entire  test  is
unacceptable.

     The concentration of  test  material  lethal  to  50  percent  of  the
population  (LC50) and 95 percent confidence limits should be determined at
24-, 48-, 72-, and 96-hour exposures for fish tests, and the  EC5Q  and  95
percent  confidence  limits  at 24- and 48-hour exposures for Daphnia maqna
tests.  Any of several methods including moving average,  Spearman  Karber,
Litchfield-Wilcoxin,  probit, or binomial may be used.  For a discussion of
the above methods, refer to the review  article  by  Stephan  (1977).   The
results  (96  hours  for  fish  and  48  hours  for  Daphnia) are evaluated
according to Table A-l which defines the toxicity categories.
                                    A-38

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                                                           Table A-7
                                        DEFINITION  OF  FISH BEHAVIOR  TERMS
                                           (From Brusick  and  Young, 1980)
                                                                            Definition
                             Observable responses to the test fish. Individually or 1n groups,  to the  range of  factors  constituting
                             their environment.
                             Marked by a state of Inactivity or abnormally low activity;  motionless or nearly so.
                             Reacting to stimuli with substantially greater Intensity than control  fish.
                             Exhibiting more or less continuous hyperactivlty.
                             Rising and remaining unusually long at the surface.
                             Diving suddenly straight to the bottom;  remaining unusually long  at the  bottom.
                             Moving the body or parts of the body with sudden jerky movements.
                             In a state of tetany;  narked by Intermittent tonic spasms of the  voluntary muscles.
                             Lacking tone, resilience or firmness;  weak and enfeebled;  flabby.
                             Unaffected by or not exposed to a particular experimental treatment;  conforming to the usual behavioral
                             characteristics of the species.
                             Progressive self-propulsion 1n water by coordinated movement of tall,  body, fins.
                             Broken off or tapered off to a stop.
                             Characterized by lack of consistency, regularity, or uniformity;  fluctuating, uneven;  eccentric.
                             Revolving around a central point;  moving spirally about an axis.
                             Skimming hurriedly alonq the surface with rapid body movements.
                             Turned upside down, or approximately so.
                             Turned 90° laterally, more or less, from the normal body orientation.
                             Color of skin due to deposition or distribution of pigment.
                             Color appearance lighter than usual for the species.
                             Color appearance darker than usual for the species.
                             Color appearance abnormally varied;  mottled.

                             The skin.
                             Observably losing mucous skin coating to an abnormal degree.
                             Showing observable clumping or clotting of the mucous skin coating,  especially at the gills.
                             Visibly bleeding as from gills, eyes, anal opening.
                             Physical action of pumping water into mouth and out throuoh pills, so as  to absorb oxygen.
                             Observably faster than normal  to a significant degree.
                             Observably slower than normal  to a significant decree.
                             Falling to occur at reoular or normal Intervals.
                             Broken off or tapered off to a stop.
                             Swimming at surface with mouth open and laboriously pumping surface  water and air through gills.
                             Performed with apparent abnormally great difficulty and effort.

No Observed Effect Concentration:  The highest test concentration 1n which fish experience no mortality and  exhibit  no  observable
behavioralabnormalitiesatany time during a specified period of exposure to the test material.  Ordinarily determined for periods
from the start  of testing to the end of each successive ?4 hours.
Code
1.
a.
b.
c.
d.
e.
f.
9-
h.
1.
2.
a.
b.
c.
d.
e.
f.
3.
a.
b.
c.
4.
a.
b.
c.
5.
a.
b.
c.
! d.
e.
f-
i
Term
General Behavior Ob:
ttv
Quiescent: Mai
Hyperexci table: Rei
Irritated: Exl
Surfacing: Ri!
Sounding: Oil
Twitching: Moi
Tetanous: In
Flaccid: Lai
Normal : Uni
chi
Swimming. Pn
Ceased: Bri
Erratic: Chi
Gyrating: Rei
Skittering: Sk-
Inverted: Tui
On side: Tui
Pigmentation. Co'
Light discolored: Col
Dark discolored: Col
Varldiscolored: Col
Integument. Th«
Mucus shedding: Ob!
Mucus coagulation: She
Hemorrhagic: Vis
Respiration. : Ph>
Rapid: Obs
Slow: Ob:
Irregular: Fa1
Ceased: Brc
Gulolng air: Sw1
Labored: Per
No Observed Effect Concentration:
                                                                  A-39

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                    MATERIALS AND METHODS FOR BIOLOGICAL
                           TESTS OF SOIL SAMPLES
GENERAL INSTRUCTIONS

Setup and Preparation

     The recommended test organisms in  terrestrial  tests  are  seeds  from
various  angiosperms  used in the root elongation test (RE test), earthworms
Eisenia foetida, and  soil  litter  microorganisms.   The  recommended  test
period  is 115 hours for the RE test, 14 days for the worms, and 14 days for
the soil litter test.   The  principal  findings  are  EC5Q  for  the  seeds
measured by percent germination and root elongation, EC™ for the worms, and
ECgQ  for the soil litter test.  Although inhibition of seed germination and
root elongation are  observable  toxic  responses  and  are  reported,  root
elongation  inhibition  is  the  preferred  endpoint  for  the RE test.  The
concentration which inhibits root elongation by 50 percent  of  the  control
     ) is estimated and used to rank samples.
Containers. Cleaning, and Preparation

     Required containers are discussed under the appropriate test.  Cleaning
and preparation of test containers" should follow procedures described in the
GENERAL INSTRUCTIONS for the aquatic tests.
                                     A-40

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Sampling and Sample Preparation

     Samples should be collected randomly at  the  site  boundary  or  other
critical  location  or  along  a  suspected  gradient  (identified by any of
several methods) such that the most impacted soil can be identified  on  one
end  of the gradient and the non-impacted soil on the other end.  An example
experimental design is shown in the following  diagram  where  A  can  be  a
lagoon, an area where leaky drums are stored, or other situation:
A  grid  at  each  sampling point is set up, and the surface soil is sampled
from a  randomly  selected  quadrant.   The  points  can  be  uniformly   or
logarithmically spaced depending on objectives.

     Soil samples are returned to the laboratory, and should be analyzed  as
soon  as  possible.   Storage at 4°C can be used.  When tests are to be run,
the samples are air dried and ground.  If extracts are to be assessed in any
of the aquatic or terrestrial tests, they should be prepared all at one time
using the procedures in Table A-8.  The reason  for  splitting  the  extract
sample  for  the  various  tests  is  to  standardize the procedures so that
results may be more comparable among the different tests.   The  split  will
then  be  diluted  to  yield  various concentrations of the extracts for the
test.  Concentrations should be related to the soil extracted.
                                     A-41

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                               Table A-8

                   METHODS FOR PREPARING SOIL EXTRACT
1)  Weigh an adequate amount of air dried soil sample  for  all  desired
    tests.

2)  Add a weight of distilled water equal to four times the soil weight.

3)  Shake for 48 hours (150 rpm) at constant temperature (20 +2°) in the
    dark.

4)  Allow to settle, decant and filter with 0.45 urn membrane  to  obtain
    the  extract.  Soil sample extracts with high clay content will have
    to be centrifuged and decanted prior to filtration.

5)  Relate all extracts to the original weight of soil.  Measure  volume
    of  extract and relate to initial soil weight.  For example, if 3100
    ml of extract is obtained from a 1000 gram of air dried soil,  there
    are 3.1 ml/gram.  Then, if 25 ml of extract are added to 100 gram of
    soil for a test, this would be equivalent to 8 gram of soil (25/3.1)
    or   a  7.4  percent  soil  (8/108).   This  would  be  the  highest
    concentration and for a geometric series of tests subsequent samples
    would be decreased by halves.  For example, for 7.4, 3.7, 1.85	
    percent, extract plus sample volumes would be:  25 + 0, 12.5 + 12.5,
    6.25 + 18.75, 	

6)  Do not concentrate extracts;  extracts should be prepared within  24
    hours  of collection.  Extracts should be checked for salinity using
    conductivity.
                                A-42

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     To perform the soil tests with the earthworms or litter  decomposition,
the  soil  samples  will  be  diluted  (percent W/W) with artificial soil to
produce the desired tests concentrations.

     To perform the terrestrial tests, the following soil samples are needed
(minimum in parentheses):
                                         Soil, kg            extract, 1
      RE Test                          2.5   (1.25)           10   (5)
      Earthworm Test                   4.0   (2.0)
      Soil Respiration Test            2.0   (1.0)

These samples would provide sufficient material to perform  a  second  test.
If  range-finding  tests  or further repeat assays are performed, additional
samples should be collected.
ROOT ELONGATION TEST

Introduction and Rationale

   .  The development of a seed into a mature plant is a  series  of  complex
processes.   To  assess  toxic  effects requires the selection of a stage in
plant development that is sensitive to a broad range  of  toxicants  and  is
important   physiologically.   Seed  germination  and  root  elongation  are
critical links in plant development beginning  with  a  dormant  embryo  and
during  a period of rapid growth when essential plant structures are formed.

                                     A-43

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      Toxic  substances  that  prevent  or  reduce  germination  or  root   elongation
 will   decrease   plant   populations   and   can  reduce  crop  yields.   In  natural
 systems  those species  affected  are  less  able  to compete with other   species
 and   tolerant   species may  be  selected,  resulting  in changes  in  species
 diversity,  numbers,  and population  dynamics.

      The inhibition  of seed germination  and root elongation  has been  used  in
 determining selective  toxicities  of herbicides (Horowlitz, 1976;   Santelman,
 1972)),  screening  plants  for heavy  metal  (Imai  and  Siegel,  1973;    Walley
 etaj..,   1974)   and  salinity  tolerance   (Durrant et ^1_., 1974;   Neiman and
 Poulsen,  1971),  and  evaluating  toxic chemicals (Hikino,   1978;   Rubinstein,
 et al_,   1975)   and  allelopathic  substances  (Asplund, 1969;  Muller,  1965).
 However,  many   toxicants  apparently   do   not  affect  plants  significantly
 (Kenaga,    1981),  but  samples   must  still  be   evaluated.    The    root
 elongation/seed  germination bioassay has  several advantages.  It is a  rapid
 test   germination  and  root elongation   can be observed  after 115 hours  of
 incubation.  It  is a simple test  that  does not  require   large  expenditures
 for   equipment  and facilities or  complicated techniques.   Personnel required
 for performing  the bioassay do  not  need to be highly skilled.

     The  same chemical may  cause  responses at different doses  in  different
plant  species (Rubinstein et _al_., 1973).  To detect an effect from chemicals
of. unknown toxicity, several plant species should be selected.  The species
used  in this test  -- lettuce  (butter crunch), Lactuca sativa  L.;   cucumber
 (hybrid  Spartan valor), Cucumis  s'ativa L.;  red clover (Kenland), Trifolium
pratense L.;  wheat (Stephens), Triticum  aestivum L.;   and  radish  (Cherry
Belle),  Raphanus  sativa L. -- are representative of economically important
plants and different plant  families.  Seeds of the selected  species   should
                                     A-44

-------
 germinate,   grow  rapidly,   contain   no  natural   inhibitors,  and  require no
 special  pretreatment.    All   test  organisms   are   grown    under    identical
 environmental   conditions   (constant   temperature,   25°C,  constant dark,  and
 enclosed to  maintain uniformly high relative  humidity).

      Although  inhibition of  root elongation and germination are   observable
 toxic responses,   root  elongation   inhibition is  the preferred endpoint in
 this  bioassay.   Usually, elongation is inhibited at lower  concentrations   of
 toxic substances than  is seed germination.
Materials  and Methods

     Facilities
     The facilities must  include  work   areas  for  planting  seed  and  for
measurements,  preferably isolated from  other activities.  There should be a
fume hood, a distilled water source and  refrigeration available at 4°C.  The
test facility must  have   a  controlled  environmental  chamber  capable  of
maintaining a uniform temperature at 25°C within +2.0^C.

     Test Containers
     One-piece molded-glass tanks (for example,  Anchor-Hocking  Glass  Co.,
Lancaster,  Ohio  43130), with a 6-liter capacity (approximately 24 cm (L) x
16 cm (W) x 18 cm (H)) are used for dosing seeds.   Glass  plates  (13 cm  x
15 cm)  of  single-strength  window  glass are prepared with polished edges.
The glass plates are supported at a 67° angle in the tank with  glass  pegs.
The  pegs are 2 to 3 cm long and 5 mm in diameter.  Twenty pegs are attached
with epoxy to the inside of each glass tank (Figure A-l).  An alternative is

                                     A-45

-------
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Figure A-l.   Example  Presentation of  Setup of Glass  Tanks  for
                                                                                                         RE  Test,

-------
a glass rack (for  example,  Shamrock  Scientific  Glassware,  Little  Rock,
Arkansas  72205)  constructed from two glass rods (approximately 23 cm long)
and six half-circles (12 cm O.D) of glass tubing connected to  the  rods  at
right angles at 35 mm intervals.

     Equipment
     Items specifically needed include a spray bottle with  a  fog  or  mist
nozzle,  metric  ruler,  forceps,  Soxhlet extraction apparatus, triple beam
balance, pH meter, storage bottles, and plastic bags  (minimum  of  60 cm  x
20 cm  x  36 cm).   An  illuminated  magnifier  may be helpful for planting,
seedling examination, and root measurement.

     Test Organisms
     The seeds  used  in  the  test  are  available  from  commercial   seed
companies,  State  Agricultural Experiment Stations, and laboratories of the
U.S. Department of Agriculture.  Seed from one seed  lot  for  each  species
should  be  purchased in amounts adequate for 1-year's testing.  Information
on seed lot, the seed year  or  growing  season  collected  and  germination
percentage  should  be  provided by the source of seed.  Only untreated (not
treated with fungicides, repellants,  etc.)   seed  is  acceptable  for  the
bioassessment protocol.

     Size Grading of Seed
     After purchase, size grading is carried out on the entire seed lot  for
each  kind  of  seed.   Small samples of 100-150 g are sized at a time.  The
seed lot is inspected and trash, empty hulls, and damaged seed are  removed.
Depending  on  species,  select  a series of four screens to separate sample
into size classes (see Table A-9).  The four screens  are  nested  with  the

                                     A-47

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                                 Table A-9

                       HAND SCREENS FOR SIZING SEEDS
                       (From Brusick and Young, 1982)
                           Perforated Metal Sheet
  Species


Red Clover


Radish


Wheat


Cucumber
      Round Holes
1/19, 1/18, 1/17, 1/16
(Fractions of an inch)

6-1/2, 7, 7-1/2, 8
(64ths of an inch)

9, 9-1/2, 10, 10-1/2
 (64ths of an inch)
Oblong Holes
Wire Mesh
                             1/13 x 1/2
                             1/14 x 1/2
                             1/15 x 1/2
                             1/16 x 1/2
                        (fractions of an inch)
Lettuce
                                                  1/6 x 1/28
                                                  1/6 x 1/30
                                                  1/6 x 1/32
                                                  1/6 x 1/34
                                                  (fractions
                                                  of an inch)
a Supplied by (for example), A.T. Ferrell  and  Company,  Saginaw,  Michigan
  48601, or Seedburo Equipment Company, Chicago, Illinois 60607.



screen  containing  the  largest  holes on top and screens with successively

smaller holes in sequence  below.   A  blank  or  bottom  pan  collects  the

fraction  that  passes  through  all  screens.   Seed is poured onto the top

screen and the whole set of nested screens are shaken (by  hand  or  with  a

vibrator)  until  all  the  seed remains on one screen or reaches the bottom

pan.  The separated fractions are collected and  saved.    The  procedure  is

repeated  until  all  the  seed  in the lot is sized.  That size class which

contains the most seed is selected and used exclusively for the duration  of

the  tests.  The seeds in the size class are divided into small lots, placed
                                     A-48

-------
in separate  envelopes  or  sacks,  and  stored  in  moisture-proof   sealed
containers in a refrigerator at 5°C.

     Preparation of Glassware
     The glass tanks (fitted with glass pegs or tanks with glass racks)  and
glass   plates  are  thoroughly  washed  as  described  under  Cleaning  and
Preparation of Glassware in the aquatic section.

     Tissue Paper Precleaning
     Eight to  10  sheets  of  single-ply  cellulose  tissue  (for  example,
Kimwipes)  are  placed  in  a Soxhlet Extractor and extracted using standard
chemical procedures with distilled water  for  a  minimum  of  24  hours  (4
cycles/hour).   After  extraction,  the  tissues are removed, air dried, and
stored in a dry glass container.
Test Procedures

     Test Medium
     The test medium is an aqueous extract of a particulate or solid sample.
Aqueous extracts of solids are prepared  using  the  procedure  outlined  in
Table A-8.  Aqueous extractions of solid samples should be tested as soon as
possible  or  the  solid  sample  must  be  stored  in  closed  polyethylene
containers until extraction can  be  made.   Dilutions  of  the  extract  or
aqueous  extractions  should  be  made  without use of solvents or additives
except for distilled water, which is used as a negative control.  Acids  and
salinity  will  cause  toxicity  in some cases.  Generally, extracts with pH
greater than 6.5 and salinity lower than 0.01 N  salt  will  not  be  toxic.

                                     A-49

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Acid  and  saline  soils  may  exert  seed  elongation toxicity even without
toxicants and it may  be  necessary  to  compare  results  to  a  artificial
control.

     Procedure for Planting Seed
     Whatman No. 3MM chromatography filter paper rectangles (13 x 15 cm) are
soaked in the test solution in a shallow tray for a minimum of 5 minutes  to
saturate.   One  sheet  of  filter  paper is removed from the test solution,
allowed to drain, and placed on a glass plate to which  the  paper  adheres.
Trapping  air bubbles between the filter paper and the glass plate should be
avoided.  Using forceps, 15 seeds from one species are placed on the  filter
paper substrate in a row, equally spaced, across the top of the plate 2.5 cm
down  from  the  top edge.  Seeds are placed with the radicle end (embryo or
germ) toward the bottom of the plate (Figure A-2) and, in the case of wheat,
with embryo side of  the  seed  up.   A  narrow  strip,  (1/2  cm  wide)  of
previously cleaned (Soxhlet Extraction) single-ply tissue is placed over the
row  of  seeds  to  hold  them in place and, if necessary, sprayed with just
enough fine distilled water mist to cause the tissue to cling to  the  seeds
and  filter  paper.   Test  solution,  usually  500  ml,  is poured into the
rectangular glass tank fitted with glass peg guides  (empty  tank  if  glass
rack  is  used).   The glass plate holding seed and substrate is inserted in
the glass tank between the glass peg guides or in the glass rack to  support
the  plates  at a 67° angle with the horizontal (Figure A-l).  The lower end
of the plate opposite the seeds should be immersed in the test solution with
a minimum of 2 cm, but not more than 3 cm, of the plate and filter paper  in
the  solution.   Solution  volumes  smaller than 500 ml can be used if clean
inert glass beads are added to the solution to displace and raise the liquid
level.  This procedure is repeated for  each  seed  type  (lettuce,  radish,

                                     A-50

-------
Ul
                                      I
                         *.«t.n ma Marved) «* r.dfe1. end town. th. botto, of .,.»..
Seed being covered "with natron strips o'f tissue paper.
                           etow seed (enlarged) wlth.radlcli end tomrd bottae of plate.
                                                                                                 Fine distilled water Mist causes tissue to dine to seed and filter paper.




                      Figure A-2.   Examples of Preparing and Orienting the Seeds  for  the  RE  Test.

-------
 wheat,  cucumber,  red  clover).

      Incubation
      The  glass tank containing  5  plates with 15   seeds  each   and   the   test
 solution  is  enclosed  in  a  heavy plastic bag and  tied  shut  (Figure  A-l).  The
 enclosed   tank   is placed  in the  dark, 25+2°C controlled chamber.   A  tank  is
 prepared  for each test solution of  sample  solution, the  positive   controls,
 and the negative  (distilled water)  controls.  The concentration  range of NaF
 for   the   positive  controls  which causes an EC5Q for each seed species is:
 radish 400-500 mg NaF/1;   wheat 300-400 mg NaF/1;  lettuce 100-200 mg NaF/1;
 cucumber  150-200  mg NaF/1;  and red clover 80-100 mg  NaF/1.

      Measurement  of Root Length
      Measurement  of root length is made at 115 hours  from the  start of   dark
 incubation.   It  is important to measure each plate as nearly  as possible  to
 115 hours  (not to exceed +30 minutes).  To measure  root  length,   remove  a
 plate  from  the  tank  and  place  it on a flat  surface.  The  lengths of all
 roots are  measured to the  nearest millimeter and  entered on the data  sheet.
 Measure  from  the transition point between hypocotyl and root to  the tip  of
 the root  (Figure  A-3).  At the  transition  between  the  hypocotyl  and  the
 primary  root  the  axis may be slightly swollen, contain a slight  crook,  or
 change noticeably in size  (radish,  lettuce,  cucumber,  red  clover).    In
wheat,.the single longest primary or seminal root is measured from  the point
of  attachment to the root tip.   For additional descriptions and photographs
helpful  in making root measurement's, see USDA (1952)  and Wellington   (1961).
                                     A-52

-------
U1
UI
     II
i
r*

5
I
1
•*
g
     n
     3
                                                                                            o
                                                                                            3
                                                                                            a.
          Figure  A-3.   Examples of Measuring Root Elongations  1n  the RE Test (Bruslck et_al_'»

-------
     Range-finding Test
     The purposes of the range-finding test are to determine  if  definitive
testing  is  necessary,  and to aid in the selection of concentrations to be
used in the definitive test when needed.  The range-finding test consists of
one control tank, and one tank each of 100, 10, 1,  0.1,  and  0.01  percent
extract.

     A species need not be included in  the  definitive  test  if  the  tank
containing  100 percent extract had mean root lengths of at least 65 percent
of control and at least 10 of 15 seeds germinated.  Also, in this  situation
it  is not necessary to examine the plates containing this species in the 10
to 0.01 percent tanks.  If one or more of the species show mean root lengths
less than 50 percent of the control at even the most dilute  concentrations,
it is advisable to extend the range and repeat the range-finding test before
proceeding to the definitive test.

     Definitive Test
     Estimation of an EC^Q in this test will require a control and at  least
six  extract  concentrations  chosen  in  a  geometric  series.  The highest
concentration in the  definitive  test  should  be  the  next  concentration
greater  than the range-finding concentration which reduces mean root length
to less than 50 percent of the control.  For example, if  the  range-finding
test  shows  that  1  percent  extract causes mean root lengths less than 50
percent of the control, then the definitive test would begin at  10  percent
extract.   In a geometric series, ihe ratio of one concentration-to the next
is the same:  for the above example, 10, 5,  2.5,  1.25,  0.615,  and  0.312
percent.   If more than six concentrations are used, not all species must be
tested at all concentrations.  However, each species must be tested with  at

                                     A-54

-------
least  six  concentrations  and  those concentrations must be in a geometric
series.
Results and Data Interpretation

     Assay Acceptance Criteria
     To accurately estimate the EC™,  specific criteria must be met for each
of the test species.  For the definitive test, criteria 1,  2, and 3 must  be
met:

     1.  At least 10 of 15 seeds on the control plate  must  germinate.

     2.  Each test concentration in  a  series  must  be  at  least  50
         percent  as  strong  as the next concentration, except for the
         control.

     3.  Four toxic concentrations must be defined  in  the  definitive
         test  for which mean root length is inhibited in the following
         ranges:  less than or equal to 25 percent,  less than or  equal
         to  50 but more than 25 percent, more than  50 but  less than or
         equal to 75 percent, and the   lowest  concentration  which  is
         more than 75 but less than or equal to 90 percent.

     Since most toxicants affect root   elongation at  lower  concentrations
than germination, criterion 3 must be  met to satisfy the requirements of the
definitive  test  in  addition  to  criteria 1 and 2.  If a species fails to
satisfy criteria 1, 2, and 3, the definitive test must be repeated for  that
species.
                                    A-55

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     Calculations and Reporting
     Provided criteria 1, 2, and 3 are met in the definitive test, the  EC5Q
is  estimated  in  the  following  manner.  For each species which satisfied
these three criteria, plot on semi-log paper  sample  concentration  on  the
logarithmic  axis  and  percent  control  mean root length on the arithmetic
axis.  Draw a straight line between the four test sample concentrations used
to satisfy criterion 3.  The concentration at which this line crosses the 50
percent point for the control root length is the EC50 for  root  elongation.
If no effects were seen with 100 percent sample, or if criterion 3 could not
be met due to germination inhibition, it is not possible to estimate an EC50
for root elongation.

     For each of the species tested either the concentration in fa)  £r  (b)
must be calculated and reported.

     (a)  If the species satisfied criteria 1,  2,  and  3,  report  an
          estimated   ECgg  for  root   elongation.    Use    graphical
          interpolation to estimate the EC5Q and rank the  test  sample
          using the evaluation criteria in Table A-l.

     (b)  If the species satisfied criteria 1 and 2 but not criterion 3
          (criterion 4  or  5  used   instead),   report   the   lowest
          concentration for which fewer than 10 of 15 seeds germinated.
          The   ECgQ  cannot  be  estimated  for  root  elongation   or
          inhibition of seed germination from data  in  this  category.
          Currently,   test  samples  are  not  ranked from data of this
          type.
                                     A-56

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 EARTHWORM TEST

 Introduction  and Rationale

     Earthworms have been selected  as  an  indicator species because they  are
 representative  of  the  terrestrial   environment  and  are  of considerable
 importance  in improving  soil aeration, drainage and fertility  (Edwards  and
 Lofty,  1972).   The  tests  developed in this protocol were taken from the
 European Economic Council Guideline for  Testing  of  Chemical  Toxicity  to
 Earthworms  (OECD, 1981).

     Earthworms differ from aquatic organisms in that they may be exposed to
 toxic chemicals in the aqueous phase via soil moisture, in the vapor  phase,
 or  by  coming  into  contact with particulate matter on the surface of soil
 constituents.  Moreover,  they  may  be  protected  in  soil  because   many
 chemicals  become tightly adsorbed onto soil fractions, particularly organic
 matter, and the soil colloids making up the clay fraction.

     Hence, a  simple  immersion  test,   which   yielded   consistent   and
 reproducible   results  for  relatively  soluble  chemicals  or   formulated
pesticides, was  rejected  because  it  would  not  provide  information  on
comparatively  insoluble compounds which affect the worms only when they are
 In direct contact,  or on compounds'"which affect the worms only as  a  vapor.

     There are tests which involve the injection of  test  chemicals  either
 into  the  pharynx or body of the worms and although these give reproducible
                                     A-57

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results, they require considerable expertise and have the drawback  that  it
1s difficult to relate the results of such tests to field conditions.

     The test method is proposed as a two-stage test.  The first stage would
be a relatively simple contact toxicity test involving exposure of the worms
to extracts on filter paper to examine potential  toxicity.   Toxic  samples
would  then  be  tested further using soils or applications of extracts in a
defined soil medium.  The contact test was chosen because  the  exposure  of
the worms in such a test more closely resembles the natural situation.

     To provide a routine test  for  the  protocol,  a  commonly  used  test
species  was  selected.   Eisenia  foetida  is  not a common species in soil
although it does occur in soils with considerable  organic  matter.   It  is
common  in  sewage  beds,  particularly  in  trickling  filters, where it is
exposed to industrial chemicals.  It is a species with a short  life  cycle,
reaching  maturity  in  seven to eight weeks at 15-20°C.  It is prolific;  a
single worm produces 2-5 cocoons per week each of which  will  give  several
worms.   It  can  be  bred  readily in a wide range of organic wastes.  This
means that laboratories could easily breed their own stock if supplied  with
cocoons from a central source, and a standard strain could be used.
                                     A-58

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Materials and Methods

     Test Organisms
     Test organisms should be adult Eisenia foetida (at least 2  months  old
with  a  clitellum)  of  weight 400 - 800 mg.  All worms for a specific test
should be from the same breeding box.  Individual worms are used (1/vial) in
the range-finding test;  ten individual worms (about 4 to  8  g)  should  be
added to each test container for the definitive test.

     Breeding of Test Organisms
     Eisenia foetida can be bred in a wide  range  of  animal  wastes.   The
recommended breeding medium is a 50:50 mixture of horse manure and peat, but
other  animal  wastes  are  also suitable.  The medium should be of pH about
7.0, have low conductivity (less than 6.0 umho/cm) and not  be  contaminated
excessively  with  ammonia  or animal urine.  Wooden boxes 500 x 500 x 15 cm
with tightly fitting lids are ideal  for  large-scale  breeding  and  should
produce  more  than  1000  worms in six weeks.  To produce sufficient worms,
such a medium will support 1 kg worms in 20 kg  waste  and  each  worm  will
weigh  up  to 1 g.  To obtain worms of standard age and weight it is best to
start the culture with cocoons which take three weeks  to  hatch  and  seven
weeks to become mature worms at 20°C.
Test Procedures

     Range-Finding;  Contact Test
     Glass vials, 8 cm long x 3 cm diameter are recommended.  The  sides  of
these are lined with a strip of filter paper 9.5 x 6.7 cm (Whatman Grade 1).
                                     A-59

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The  extract  is  applied  in water as appropriate, to give a range of known
concentrations.  The control should be treated with distilled water only.

     It is recommended that  the  toxic  dose  ranqe  be  established  in  a
preliminary  test  after  which  a  more  precise  test  may  be made with a
restricted dose range.  The doses are  calculated  in  terms  of  volume  of
extract  diluted  with distilled water to give the following concentrations:
100 percent, 10 percent, 1 percent extract.

     For a more precise contact test,  five  doses  in  a  geometric  series
(e.g. in  the ratio 100, 50, 25, 12.5, 6.25) should be used.  For each test,
ten replicates per dose,  of  one  worm  per  vial,  would  be  the  minimum
requirement.  Do not use more than one worm per vial.

     In each test, a range of doses of extract plus a positive control using
0.354 mg Cu/1 copper sulfate.  This concentration will  provide  a  response
range of 0.9 to 1.1 of the LCcn.  A negative control should be used.
     Vials should be laid on their sides for the duration of the test.
     Test temperature = 20 +2°C.
     Test in continuous dark.
     Test duration = 48 hours.
     Worms should be classed as dead when they do not respond  to  a  gentle
mechanical stimulus to the anterior end.
     Discard vials after the test.
                                     A-60

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Definitive Test:  Artificial Soil Test

     In this test, worm survival is evaluated after 14 days in a mixture  of
an  artificial  soil (Table A-10) and soil samples or extracts of soils from
the site.  Extracts can be added to the artificial soil to aid  in  defining
concentrations  to  test using artificial soil plus soil samples.  Otherwise
the definitive test can directly be applied using mixtures of site soil  and
artificial  soil.   Soil  is  a variable medium so for this test a carefully
defined artificial loam soil is used.  It was developed  specifically  as  a
growth  medium  for  the earthworm test.  The medium for the definitive test
should be based upon the three general constituents  listed  in  Table A-10;
sieve  and  chemical  analyses are not required.  This artificial soil mixes
well and  Eisenia  foetida  will  survive  in  it  for  long  periods.   Its
absorptive capacity is similar to that of a typical arable soil.

     The dry  constituents  are  blended  in  the  correct  proportions  and
thoroughly  mixed  mechanically  in either a large-scale laboratory mixer or
small electric cement mixer.  The peat is  finely  ground  in  a  laboratory
mill,  and  the  pH is adjusted to 7.0 by addition of appropriate amounts of
calcium carbonate.  Moisture content is then determined by  drying  a  small
sample  at  80°C  and  reweighing.  From these data, the amount of deionized
water required to achieve a moisture content of 20 percent of dry weight  is
calculated (25 g water per 100 g of dry soil).  This is added and the medium
remixed before use.
                                     A-61

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                                 Table A-10

                       COMPONENTS OF ARTIFICIAL SOIL
General Composition by Weight

    1.   70% Industrial Sand
    2.   20% Kaolinite Clay
    3.   10% Sphagnum Peat
Specific Composition

1.   Industrial Sand

    Diameter in Microns
         45
         45
         63
         90
         125
         180
         250 & greater
Percent
  1.7
  9.3
 29.0
 34.3
 20.8
  4.0
  0.8
2.   Kaolinite Clay

    Composition
         S102

         T102


         A12°3

         Fe2°3

         MgO

         CaO
         Na20
         loss on ignition
Percent
 58.5

  1.3

 28.0

  1.0

  0.3

  0.2

  2.0

  0.3

  8.4
                                    A-62

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     Test Conditions for Artificial Soil and Soil Sample Extracts

     A range of dosage levels identified from the contact test results  will
be  used  in  these  tests.  As far as possible, the range of doses selected
should be chosen so that some are on either  side  of  the  estimated  LCgQ.
This  is  expected  to  bracket  the middle concentration (i.e. LCgg) of the
definitive test and other concentrations in the  series  would  be  selected
accordingly.   For  example,  if  the contact test indicated that the median
lethal concentration was in the area of 40 percent of the extract  (4  parts
extract  to  6  parts  deionized water), the range used would be 0 (negative
control), 20 percent, 40 percent, 60 percent and 80 percent.  For a total of
100 parts, the sum of extract and deionized water (V/V)  would  be  0 + 100;
20 + 80,  40 + 60,  60 + 40, and 80 + 20, respectively.  The test containers
are 500 ml crystallizing dishes, containing 400 g of  the  artificial  soil,
covered with plastic lids, petri dishes, or plastic film.

     In each  test,  one  positive  -control  with  copper  sulphate   at   a
concentration  of  600 mg Cu/kg of prepared soil and four control containers
treated with solvent blank (distilled  water)  should  be  used.   Mortality
should  be  assessed by emptying the soil into a tray, sorting out the worms
and testing their reaction to a mechanical stimulus  to  the  anterior  end.
For  each test, four replicates per dose with ten test worms should be used.
The average weight of test and control worms should  be  calculated  at  the
beginning and end of the test.
                                     A-63

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     Test Conditions With Artificial and Sample Soils

     Soil samples collected from the site must be prepared  for  mixing  and
 "dilution"  with  the  artificial  soil.  Soil is prepared by the procedures
 outlined in steps   in  Table A-ll.   Then,  usina  a  top  loading  balance,
 appropriate  amounts of site soil and artificial soil are weighed to prepare
 the amount of soil needed for the appropriate tests.

     Test containers are 500 ml crystallizing dishes  covered  with  plastic
 lids,  petri  dishes, or plastic film.  In each dish 400 g of the moist test
 medium is used.  For each  test  dose,  a  1600  g  mixture  of  the  moist,
 prepared,  artificial  soil  and  freshly  sampled  soil  is  prepared.  For
 example, the test concentration desired is 75 percent.  Therefore  400 g  of
 moist  artificial  soil  is  added  to  1200 g of sample soil and thoroughly
 mixed.  Then, four 400 g aliquots are weighed out and placed in each  500 ml
 crystallizing  dish  test container.  For practical reasons, the sample soil
 concentration should  never   exceed   75 percent.    Range   finding   test
 concentrations  could  be 0.75, 0.15, 0.075.  Definitive test concentrations
 could be 0.75 0.5, 0.25, 0.125, 0.0625, 0.03125.

     Copper sulfate is the positive control and should be  included  in  the
 soil  assay  by  adding  a  total  of  0.96 g Cu with the deionized water to
 achieve 600 mg Cu/kg of Moist  Soil.   The  main  purpose  of  the  positive
control is to account for variability in the test organisms.

     For each test,  four replicates of 400 g, each containing ten test worms
 should be used.  A positive and negative  control  (100  percent  artificial
 soil),  each  with  four  containers,  should  be used.  Mortality should be
                                     A-64

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                                 Table A-ll

                  PROCEDURE FOR HOMOGENIZING SOIL SAMPLES
                  (Lighthart, 1980; Unpublished Procedure)
1.   Air dry soil to be tested.  (Air drying is considered completed when an
     aliquot of soil has no more weight loss.)
2.   Add 25 burundum cylinders and about 2 liters of air  dried  soil  to  a
     ball mill.
3.   Mill to coffee ground size (ca.  5 minutes) then sieve  through  a  2mm
     mesh sieve.
4.   Return larger particles back to  the  ball  mill  and  repeat  steps  2
     through  4  until the sample is completely ground with the exception of
     rocks.  Discard rocks.
5.   Homogenize soil using a laboratory or  small  cement  mixer  thoroughly
     before use.
6.   Clean the ball mill by adding 1 quart of silica sand  and  10  burundum
     cylinders.  Mill for 15 minutes, discard, and then brush out mill.
                                    A-65

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assessed by emptying the soil into a tray, sorting out the worms and testing
their reaction to a mechanical anterior stimulus.

     The average weight of the test and control worms should  be  determined
at  the  beginning and end of the test.  Environmental conditions should be:
     The test temperature - 20 +!°C.
     The soil moisture should be 20 +5 percent
       (add 25 ml deionized water/100 g of air-dry soil).
     Test in continuous light.
     Test duration = 14 days.
An assessment of mortality at 7 days and continuation of test to 28 days  is
optional.  If more than one mortality assessment is made it may be necessary
to adjust the moisture content of the soil due to losses during sorting.

     Results and Data Interpretation

     The mortality/dose data should be plotted on log probit graph paper and
the median lethal concentration (LC5Q) and its confidence limits  estimated.
If  the LCgQ cannot be established the LCQ and LCj00 values should be given.

     Mortality in negative controls should not exceed 10 percent.  If  there
is some mortality a correction based on Abbott's formula can be made:
     Corrected mortality % = Observed mortality % - control mortality %
                                     100 - control mortality %

The LCc0 values should be given as percent of sample soil (W/W).
                                     A-66

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SOIL RESPIRATION

Introduction and Rationale

     Soil/litter microcosms can be used to define the impact  of  pollutants
upon  primary productivity in terrestrial ecosystems (Lighthart, 1980).  The
measurement of evolved C02 from microbial respiration  in  these  microcosms
can  indicate  the  degree  of  pollutant stress within the system.  Low CX^
levels indicate high stress whereas no significant change or an increase  in
C0£  can  identify  low  pollutant  stress  or even stimulation of microbial
activity.

     A simple soil/litter microcosm toxicity test can be conducted within 14
days.  Soil micro-organisms are exposed to  various  concentrations  of  the
test  materials  (soil  and/or  soil  extracts)  at  standard  moisture  and
temperature conditions.  Evolution of C0« is measured at predetermined  time
intervals  throughout the test.  Results are expressed as percent inhibition
(EC,-Q) or stimulation (SC^n) between CO^  evolved  in  control  and  amended
microcosms at specified time intervals.
Materials and Methods

     Glassware includes one quart regular Mason (one liter)  jars  with  air
tight  lids  and one ounce (30 ml)- glass bottles with air tight lids.  These
should be washed according to GENERAL INSTRUCTIONS for the aquatic tests.
                                     A-67

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      Triplicate microcosms for each  treatment  are  prepared  by placing   100  g
 of  air-dry  artificial   soil,   or   combinations with  test  soil  (Table  A-ll)
 sieved  to  pass  a 2mm screen into each  of  three Mason jars.  Then,  20  ml  of
 deionized   water  is  added  for appropriate  moisture  conditions  in  the
 microcosm.   Finally,  a one ounce glass bottle with  C02 trapping  solution  is
 added  and   the air-tight Mason jar  lid is  sealed  securely.   A special  blank
 must be used to correct  for atmospheric C02 during  titration.  This consists
 of 3 clean   Mason  jars   without soil and C02   trap  but   which are  run
 concurrently with controls and  test  jars.

      Equipment  should  include   a constant-temperature  room or  incubator
 capable of  providing temperature control  of 20 ^2°C.  A ten liter capacity
 ball  mill with  25 3.2  x  3.2cm (1-1/4") burundum cylinders  and   a  2mm  mesh
 sieve.    Standard   laboratory   equipment   such  as  balances,   pH  meters,
 pipettors,  magnetic  mixers and  bars, drying ovens,  and appropriate glassware
 necessary to prepare reagents and perform the  titration  of   C02  are  also
 needed.
Test Procedure

     The test material is introduced into the microcosm either as a soil  or
soil  extract.   The  soil  sample may be added directly (lOOg) or by weight
   \    *
percentages as in the earthworm test and added to the artificial soil.   The
aqueous  test  extracts  are  introduced into the artificial microcosms on a
percent basis (V/W), i.e. 100, 50, 25, 12.5, 6.25, 3.125, where 100  percent
represents  25 ml  of soil extract and further dilutions of extract are made
with deionized water (Table A-8).  The extracts and  acid  traps  are  added

                                     A-68

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 after  two  days   of   incubation   at   20°C   in  the dark  if extract  is to be
 studied.

      Respiratory  carbon  dioxide is measured  in the alkali traps twice weekly
 for  the duration  of the  test which is  typically 2 weeks.

      Three replicate microcosms are required for each control and test (soil
 and/or  soil  extract) concentration.  Each microcosm is incubated at 20  _+2°C
 in   the dark  for 14 days.  The evolution of C02 is measured twice weekly by
 titration.   Reagents and titration procedures are outlined in Table A-12.
Results  and Data  Interpretation

     The total C02 produced during the 14 day test is  obtained  by  summing
individual  C02  measurements for each interval.  Percent inhibition (I), or
stimulation (S),  is calculated after 14 days  for  each  test  concentration
according to the following formulas:

                             *I = ^-^- X 100

                             «S = ^-£ X 100
where C is the mean C02 evolution in the control and T is the mean growth in
the  treated  microcosm.   Three  endpoints  are calculated from the percent
response vs.  concentration data.  For samples which are inhibitory, an EC5Q
(defined as the lowest test concentration causing growth  inhibition  of  50

                                     A-69

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                                 Table A-12

                PROCEDURES OF TITRATING CO, IN TRAPS AND
                       METHODS FOR PREPARING REAGENTS
             Taken from Lighthart, 1980; Unpublished Procedure)


A.   C02 Titration Procedure

     a.   Replace the C02 traps at the designated intervals by  openina  the
          microcosm  and removing the exposed C0? trap and replacing it with
          an unexposed one.  (At the same time tnis step is being performed,
          insert an open vacuum line to aid in properly replenishing the air
          in the microcosm.  Remove at least 3 times the volume of  the  air
          space.)
     b.   As quickly as practical, place an air tight cap on the exposed C0«
          trap;  return the microcosms to the 20 C dark incubator.
     c.   Add five ml of 1.3N of BaCl? and a stir bar to  each  exposed  C0?
          trap immediately prior to tltration.
     d.   Titrate excess 0.6N NaOH remaining in the trap to pH  9.0  with  a
          buret  and  pH  meter  (or autotitrator) using Trizma standardized
          0.6N HC1 to measure milligrams of C0« produced.

Formula for the Calculation of C0? Production:
mg of C0? = (Blank ml - Sample ml) x 22 mg of CO?/ml/N x Normality  of  Acid
e.g., mg^of C0? = (10.40 ml - 6.93 ml) x 22 mg of C0?/ml/n x 0.6013 N
                « 45.90 mg of C02 produced

B.   Preparation of Reagents

1.     0.6 NaOH
     a.   Rinse 20 liter glass carboy with distilled H?0.
     b.   Place on a large magnetic stir plate;  add degassed distilled  H90
          to the 18.9 liter mark.                                          *
     c.   Add 454 grams (1 Ib) of NaOH pellets.
     d.   Stopper and stir overnight before use.  (Maintain the  NaOH  stock
          solution in a C02 free atmosphere by using ascarite traps.

2.     0.6N HC1
     a.   Rinse 20 liter glass carboy with distilled H?0.
     b.   Add 1.0 liter of concentrated HC1.
     c.   Add distilled KLO until  the 20 liter mark.
     d.   Stopper and stir overnight.
     e.   Titrate 5 "Tris" samples (0.5 to 0.9 grams of "tris" in 10.0 ml of
  .   ..    distilled H?0 and 5 ml of 1.2N BaCl9) to pH  5.0  with  ca.   0.7N
          HC1;    calcolate  mean  and  standard deviation ("s").  (If "s" is
          larger than 0.0015, do 5 more samples and combine results.)

                                 ffl.1211 g/meq) (ml of HC1 usedV
              Normality of HC1 =     (Weight of Tris in grams)
                                 (0.1211 q/meq) (9.69 ml)
        e.g.,  Normality of HC1 »0.7089 gramsm 0i6041N
                                    A-70

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                          Table A-12  (Continued)

3.   1.3N Bad-
     a.   Weign 317.56 grams BaCl2:2H20.
     b.   Dissolved in degassed distilled H90 in a 1  liter volumetric
          flask.                           *

4.   Tris
     Aminonrethane(hydroxymethyl)tris--Trizma Base  (Sigma  Chemical  Company,
     St. Louis, Missouri).
                                    A-71

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percent   relative  to  control)  is  calculated.   For  samples  which  are
stimulatory, and SCgQ (defined as the lowest  concentration  causing  growth
stimulation  of  20  percent  relative to control) is calculated.  Also, the
measurements of C(L made a other times can be  used  to  evaluate  anomalous
results and to observe time trends of C02 production.
                                     A-72

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                             REFERENCES CITED


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    Examination of Water and Wastewater," 15th ed.  New York.

Asplund, R.D.  1969.  "Some Quantitative Aspects of  the  Phytotoxicity  of
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ASTM.  1980.  Standard Practice for conducting acute  toxicity  tests  with
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Davis, H.G.  1953.  "Culture of Disease of  Game  Fishes."   University  of
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                                    A-73

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Miller, W.E., Greene, J.C.   and  Shiroyama, T.   1978.   "The  Selenastrum
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    Lower Vertebrates," Academic Press, New York.

Rubinstein, R.  et.aJL,1975.  "Test Methods for Assessing  the  Effect  of
    Chemicals  on  Plants,"  EPA-560/5-75-008  (NTIS  PB  248198), Franklin
    Institute Research Laboratories, Philadelphia, Pennsylvania.

Santelman, P.W.  1972.  "Herbicide  Bioassay,"  Research  Methods  in  Weed
    Science, Weed Sci.  Soc., USA, pp 91-101.

Snieszko, S.F.  (Ed.).  1970.  "A  Symposium  on  Diseases  of  Fishes  and
    Shell-fishes," Spec.  Publ.  5, American Fisheries Society, Washington,
    D.C.

Stephan, C.E.  1977.  "Methods for Calculating an LC,-n," Aquatic Toxicology
    and Hazard Evaluation, ASTM  STP  634  (F.L. Mayir  and  J.L. Hamelink,
    Eds.),   American  Society  for  Testing   Materials.     Philadelphia,
    Pennsylvania.

USDA.  1952.   "Manual  for  Testing  Agricultural  Horticultural   Seeds,"
    Agriculture Handbook No. 30.  Washington, D.C.

USEPA; 1979.NationalEnvironmental Research Center, Methods Development  and
    Quality  Assurance  Research  Lab.   "Methods  for Chemical Analysis of
    Water and  Wastes,"  USEPA-600/4-79-020,  EPA,  Office  of   Technology
    Transfer, Washington, D.C.  -

USEPA, 1980  (Draft).   "Guidelines  and  Specifications  for  Implementing
    Quality  Assurance  Requirements:  Demonstration Grants and Cooperative
    Agreements Involving  Environmental   Measurements."    QAMS-003/80/01.
    USEPA.  ORD.  Washington, D.C.
                                    A-74

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Van Duijn, C.  1973.  "Diseases of Fishes," (3rd ed.)   Charles  C. Thomas.
    Springfield, Illinois.

Veith, G.D.,  D.L. Defoe,  and  B.V. Bergstedt.    1979.    Measuring   and
    estimating the bioconcentration factor of chemicals in fish.  J.  Fish.
    Res.  Board Can., 36:1040-1048.

Walley, K., Kahn, M.S.I,  and Bradshaw, A.D.   1974.   "The  Potential  for
    Evolution  of  Heavy  Metal  Tolerance  in Plants.  I.  Copper and Zinc
    Tolerance in Aqrostis tenuis." Heredity, 32:309-319.

Wellington, P.S.  1961.   "Handbook  for  Seedling  Evaluation,"   National
    Institute of Agricultural Botany.  Cambridge, United Kingdom.
                                    A-75

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            APPENDIX B
  GUIDANCE ON SAFETY PROCEDURES
         FOR WORKING WITH
SAMPLES FROM HAZARDOUS WASTE SITES
            USING THE
      BIOASSESSMENT PROTOCOL

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                 GUIDELINES AND CONCEPTS OF SAFE PROCEDURES

     The objective of these guidelines is to protect  workers,  the  public,
and  the  environment,  and  to insure that contamination does not occur and
interfere with valid laboratory results.  The major factor in providing this
protection is the common sense of the staff performing  the  bioassessments.
The  guidance  presented herein is designed to complement this common sense.
For example,  it  is  extremely  important  that  all  staff   follow   good
housekeeping  procedures  and  maintain  personal  grooming  and cleanliness
within the confines of the laboratory area.  There are safety  courses  that
are  available  through  OSHA  and  these should be taken wherever possible.
Also there is access to experienced personnel  within  states,  regions,  or
local  communities.  These should be drawn on prior to starting and whenever
any possible hazards might occur that were not considered.

     Whichever safety procedures are utilized,  they  must  be  commensurate
with  the  hazard,  and  hazard  depends  on  the concentration and types of
materials that  will  cause  exposure.   Hopefully,  explosive,   ignitable,
corrosive, or otherwise highly reactive samples will not be evaluated in the
bioassessment  protocol.   The intent of the protocol is to assess the acute
toxicity of soil and water samples.  Sample  size  should  be  adequate  for
needs and not in great excess as disposal then becomes more of a problem.

     A key factor is the safety committee to oversee procedures  written  in
advance  of  the  setup of the laboratory facilities.  This safety committee
should include at least a chemist and a biologist  and,  whenever  possible,
these persons should have experience in hazardous wastes.  In the absence of
such experience, a state or other local expert should be utilized.
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     The facilities are a key part   in  maintaining  the  integrity  of  the
protective  plans.   Wherever  possible,  separate self-contained facilities
should be utilized.  For example, field  equipment  should  be  labeled  for
hazardous  waste site use only.  Disposable sample containers and protective
gear and equipment should be used where possible.  Solid  and  liquid  waste
handling  procedures  should  be specified and materials should be placed in
unbreakable containers that are easily transported.  A separate storage area
a separate preparation room, and a   separate  experimental  area  should  be
required.   All  of these facilities should be lockable and maintained under
safe and secure conditions.

     Air should be supplied using forced air fans and complete  exchange  of
the  air  supply  in the preparation area should occur on an average of once
every five minutes  at  the  minimum.   Air  supply  in  general  should  be
commensurate  with  potential hazard and the cost of providing air exchange.
Chemical fume hoods are an excellent means of providing this kind of  safety
for sample preparation.

     Personnel are  protected  with  respirators,  gloves,  and   laboratory
clothing  which  are  disposable  or,  in  the  absence of severe exposures,
washable.  Laboratory services should be  isolated  with  appropriate  check
valves  and/or  supply  services.  This can include air supply, water supply
and gas supplies.  Vacuum  services  should  be  entirely  separate;   small
vacuum pumps can provide adequately for most cases.

     Finally, personnel involved should  be  clearly  identified  and  their
utilization  of  the  laboratory  facilities  involved  with hazardous waste
materials should be controlled and recorded.  Medical surveillance should be
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implemented where needed.  In any case, a complete physical examination with
chemical measurements of blood and urine samples should be implemented prior
to any work in the laboratory area  with  known  hazardous  materials.   One
should  avoid  the  perception  as  well  as  the reality of risk.   Specific
procedures are identified in the following paragraphs.

     1.  Work schedule and procedures.  All work to be performed should
         be detailed in advance  and  written  out  for  all  personnel
         involved   and  for  review  by  the  safety   committee.     A
         responsible person should be designated  the  hazardous  waste
         material disposal officer.  Detailed procedures on handling of
         soil  and  water  samples,  dilution  procedures  in water and
         synthetic soils,  disposable   and   unbreakable   containers,
         storage   access,  analytical  measurements,   and   pertinent
         information should  be  written  out   in   advance   of   any
         experiment.    Standard  procedures  should  be  followed   to
         minimize the paper  work  involved.   However,  all  personnel
         involved  must  sign  a  form  stating that they have read and
         understood the  instructions.   A  simple  test  designed   to
         determine   their  understanding  of  the  procedures  can  be
         maintained in the personnel file.

  ..  2«.  Sampling, handling and storage.  Sampling should be done using
         careful  procedures since actual sites will have more hazardous
         exposure than will the laboratory facilities.   In some  cases,
         it  will  be  wise  to  subcontract  to a firm specializing in
         hazardous waste  handling  in  order   to   collect   samples.
         Designated,   separate  field  sampling  equipment  should  be

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     utilized for collecting water and soil samples.

          Samples should be  stored  in  disposable,  non-breakable
     sample  containers.   Metals  should be placed in polyethylene
     containers.  Organics  should  be  collected  and  stored   in
     disposable  glass  bottles  and  bottles  packed  in absorbent
     material that can account for the entire liquid in the sample.
     Labels should be affixed to all samples.

 3.  Personnel.  Personnel who are allowed to have  access  to  the
     sampling   and  laboratory  facilities  should  be  identified
     clearly.  Personnel testing or monitoring should be  performed
     and  recorded.   For  each type of waste, the need for medical
     surveillance should  be  evaluated.    Personnel   should   be
     medically  tested  whenever  especially  hazardous  conditions
     occur.

5.  Chemical information form.  All available  information  on  the
     chemicals  that  are  potentially  present at a site should be
     accumulated.  This information will be invaluable in terms  of
     analyzing potential environmental hazards that exist at a site
     for the protocol as well as protecting the personnel.

 6.  Identification of the potentially most  hazardous  operations.
     It is important that all -operations be written down as 1n item
     1   above.  The most potentially hazardous operations should be
     identified in this section and  described  in  detail.   After
     identifying  these  operations it is important to explain what

                                 B-4

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    procedures should  be  followed  during  potential   accidents
    and/or  routine safety procedures.  Each operation that may be
    included in this section should be  carefully  identified  and
    discussed  with  appropriate clean-up and disposal procedures.

7.  Accidental exposure and emergency treatment  requirements  and
    procedures.   Based  on  the chemical list and the potentially
    most hazardous operations, appropriate  procedures  should  be
    spelled  out.   Monitoring  for potential health problems that
    might occur should be detailed in this section.

8.  Accidental release  information.   Accidental  releases   from
    bioassessment  procedures  are probably not a critical factor.
    However, a chain of custody form (see Section 16) must be used
    for all  sample  handling  so   that   storage,   utilization,
    dilution,  and  ultimate  disposal  by the laboratory disposal
    officer will be recorded for future use.

9.  Waste disposal  procedures.   All  toxic  materials,  original
    samples  and  high  dilutions  of samples, must be packaged in
    unbreakable containers  and  deliverable   to   the   disposal
    officer.   For  safety  and  public  relations  reasons  it is
    important to dispose of all contaminated materials in  a  safe
    manner  to  a hazardous waste site.  Segregation of protective
    clothing and samples that- are in the low response levels  into
    one  category  and intermediate to high response dilutions and
    actual samples into a high level category  will  aid  disposal
    operations.   It is the responsibility of the disposal officer

                                B-5

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     to dispose of these using approved state procedures  or  other
     applicable regulations.

10.  Personnel  protection.     Protective    clothing    including
     laboratory  coats,  and shoes, covers, eye protection, gloves,
     and face protection should be specified where  necessary.   In
     addition,  respirators  and  dust  filters generally should be
     utilized in  the  preparation  room  and  also  where  hazards
     suggest  that  it is necessary in the experimental area.  Each
     individual should carefully wash in  a  secure  area  that  is
     outside  of  both  the  preparation  room  and  the laboratory
     experimental area.  Soap and water are  usually  adequate  for
     washing.    However,  it  is  important  that  the  protective
     clothing be utilized in the preparation room and discarded  at
     the  door  in safe containers before exiting to the wash area.

11.  Signs.  The  laboratory  facility  should  be  isolated   from
     general  public  contact.   Authorized personnel should be the
     only persons allowed in the experimental area.  Warning  signs
     should be posted and controlled access should be maintained at
     all times.

12.  Work area identification and access control.   Although  signs
     are  necessary  for  information reasons, it is important that
     all areas be locked and public access kept under  surveillance
     and  minimized.   The  storage  area in particular should have
     double locking procedures with a signature form and  chain  of
     custody form for samples.

                                 B-6

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13.  Work surface protection.   Preparation  rooms  and  laboratory
     facility  areas  should  be  covered  with  disposable plastic
     backed absorbent paper.

14.  Contaminant devices.  All samples should be stored  in  sealed
     containers  in  the  locked  storage  area.  Subsamples can be
     prepared in the preparation room and samples returned  to  the
     storage area.  After an assay, all samples should be delivered
     in disposable containers to the disposal officer.

15.  Storage.  The storage of samples  should  be  minimized  where
     possible.   Only  enough  sample  to  meet  the  needs  of the
     bioassessment should  be  collected  plus  a  minimal   safety
     margin.   After  bioassessment  and analysis and review of the
     results, the  samples  should  be  disposed  of   to   prevent
     accumulation  of  old  and unusable samples.  The storage area
     should be double  locked  and  only  authorized  personnel  be
     permitted  to  utilize  the  locked  storage  area.   Chain of
     custody forms should be used to follow all samples.

16.  Laboratory transport.   A  chain  of  custody  form  detailing
     sources   and  dates  of  sampling,  descriptions  of   sample
     materials, and potential hazards should  follow  all  samples.
     This  form  should  be  easy  to use and cross referenced to a
     permanent record of the sample.  As the sample is  transported
     from  individual  to  individual, a signoff should occur.  The
     chain of custody form is signed off finally  by  the  disposal
     officer after final disposal and then the form returned to the
                                 B-7

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     file  for  permanent storage.  All laboratory transport should
     follow a prescribed procedure from  field,  to  transport,  to
     laboratory  storage,  to  preparation  room  where subsampling
     occurs and is recorded.  The primary  sample  is  returned  to
     storage  and  the  subsample  is  analyzed using bioassessment
     procedures.  At successful termination  of  the  bioassessment
     the waste material from the experimental assay and the primary
     sample  should be transported to the disposal officer and then
     disposed of safely at a hazardous waste site.

17.  Housekeeping.  Good  laboratory   practices   are   the   best
     guarantee   of  safety  of  personnel.   Detailed   procedures
     specifying handling, treatment, and disposal  of  samples  and
     bioassay  organisms  should eliminate most potential problems.
     Prompt cleanup of all problems should occur  to  prevent  more
     serious problems.

18.  Laboratory facilities.  Separate vacuum lines, water plumbing,
     and waste drainage must be  provided.   Careful  labeling  and
     isolation   of  facilities  and  maintenance  equipment   will
     minimize problems.

19.  Emergency personnel.  Potential problems that might occur  and
     require  emergency  personnel  should  be  carefully reviewed.
     Samples that do not  require  emergency  personnel  should  be
     handled  separately  from  those  that  might.   If  emergency
     personnel might be required, it is  important  to  check  with
     them   in  advance  of  such  requirements  and  it   is   the

                                 B-8

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responsibility of the safety committee  to  insure  that  this
process is followed.
                            B-9

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                                   TECHNICAL REPORT DATA
                            (Please read IiiOntctions on the reverse before complenng)
 i. REPORT NO.
  EPA-600/2-83-054
                                                           3. RECIPIENT'S ACCESSION-NO.
                          241737
J. TITLE AND SUBTITLE
    Protocol for Bioassessment  of Hazardous Haste Sites
             5. REPORT DATE
              July 1983
                                                           6. PERFORMING ORGANIZATION CODE
7. AUTHOR1S)
    D.B. Porcella
                                                           8. PERFORMING ORGANIZATION RLPORT NO.
9. PERFORMING ORGANIZATION NAME AND ADDRESS
                                                           10. PROGRAM ELEMENT NO.
    Tetra Tech, Inc.
    3746 Mt. Diablo Blvd.
    Lafayette, CE  94549
             11. CONTRACT/GRANT NO.

               TC-3547-1   PO 2B0177NALX
 12. SPONSORING AGENCY NAME AND ADDRESS
    Environmental Research  Laboratory
    Office of Research and  Development
    U.S. Environmental Protection   Agency
    Corvallis, Oregon  97333
             13. TYPE OF REPORT AND PERIOD COVERED
               project report- final	
             14. SPONSORING AGENCY CODE
               EPA/600/02
15. SUPPLEMENTARY NOTES
    Project Officer: '.-I.E. Miller,   FTS 420-4669 / S.A. Peterson,  FTS  420-4794
16. ABSTRACT
    The bioassessment protocol  is  one of several tools, including  chem.ical  analysis and
 field study, tnat can be  used  to  characterize the potential environmental  risk associ-
 ated with hazardous waste  sites.   The protocol can be applied  to  priority  ranking for
 deciding the need for cleanup  of  a site compared to other sites,  and to assess cleanup
 effectiveness by testinn  for potential  hazards at the site  boundaries or along a samp-
 ling transect.  Bioassessment  involves  using defined biological  tests to determine the
 biological response to concentrations of the biologically active  components of soil anc
 water samples from a hazardous waste site.  The tests are described  in the report App-
 endix and include aquatic  and  terrestrial tests.  The key to defining site priority or
 cleanup effectiveness is  in the experimental sampling design.   Careful definition of
 general and site-snecific  issues  is necessary.  The design  should be evaluated in terms
 of cost-benefit so that costly errors in environment-risk and  economic risk are mini-
 mized.  Important points  about how these concepts relate to sampling design are dis-
 cussed.  The bioassessment protocol is  designed to be a set of tools that  are applied
 as appropriate to a specific site.  Necessary samples are collected  to address the
 specific issues that occur at  the site.  Data from chemical analyses and field studies
 may be available or may be required based on the results obtained from bioassessment.
 7.
                               KEY WORDS AND DOCUMENT ANALYSIS
                  DESCRIPTORS
                                              b IDENTIFIERS/OPEN ENDED TERMS
                          C.  COSATI i iclii.'Gioup
13. DISTRIBUTION STATEMENT
 Release to public
19. SECURITY CLASS (Tins Report/
  unclassified
                                                                        21.
 OF PAGES
142
                                              20. SECURITY CLASS (Thispage/

                                               unclassified
                                                                        22. PRICE
EPA Form 2220-1 19-73)

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