UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
                                         WASHINGTON, D.C. 20460
                                              January 28, 1999
                    i-CASAC-ADV-99-002
           Honorable Carol M. Browner
           Administrator
           Li's. Environmental Protection Agency
           401 M Street SW
           Washington, DC 20460
                                               OFFICE OF THE ADMINISTRATOR
                                                SCIENCE ADVISORY BOARD
                  Subject:
           Dear Ms. Browner:
Clean Air Scientific Advisory Committee (CASAC) Advisory on the PM15
Monitoring Program
                  The Clean Air Scientific Advisory Committee (CASAC) of EPA's Science Advisory
           Board reconstituted its Technical Subcommittee on Fine Particle Monitoring (the
           "Subcommittee"), at the Agency's request, to provide advice and commentary on the Agency's
           fine particulate matter (PM2.5) monitoring program. The Subcommittee, chaired by Dr. Phil
           Hopke of CASAC, met with Agency staff on November 30, 1998 for the first of what is
           envisioned as a continuing series of discussions as the monitoring program is designed and
           implemented.  The attached Subcommittee report has been reviewed and approved by the full
           CASAC.
                  The Subcommittee report conveys CASAC's view that the most appropriate role for the
           Subcommittee is to respond to questions posed by the Agency and provide additional advice and
           commentary in a continuing, participatory, and pro-active manner. It also describes the working
           relationship between CASAC and the NAS/NRC Committee on Research Priorities for Airborne
           Particulate Matter. The optimal nature of this relationship has been discussed thoroughly among
           and between the two groups, and relationship portrayed in the Subcommittee report represents a
           consensus view.

                  The attached report summarizes the Subcommittee's technical advice regarding two
           specific issues posed by the Agency, and provides additional comments on related issues.

                  The CASAC is pleased to establish an interactive advisory relationship with the Agency
           through this Subcommittee, and looks forward to assisting the Agency in optimizing the design
           and implementation of its fine particle monitoring system and the utility of the information that
           system will provide.
                                           Sincerely,
U.S. Environment^ Protection A|tnc»
Region 5, Library (PL-12J)
11 West Jackson Boulevard, 12th Ftaf
Chicago, tL  60604-3590
                                           Dr. Joe L. Mauderly, Chair
                                           Clean Air Scientific Advisoi
                                        ommittee

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                     U.S. Environmental Protection Agency
                             Science Advisory Board
               Clean Air Scientific Advisory Committee (CASAC)
Chair
Dr. Joe Mauderly, Director of External Affairs, Lovelace Respiratory Research Institute,
       Albuquerque, NM
             . '

Members
Mr. John Elston, Administrator, Office of Air Quality Management, State of New Jersey,
       Department of Environmental Protection and Energy, Trenton, NJ

Dr. Philip K. Hopke, Dean of the graduate School, and R.A. Plane Professor of Chemistry,
       Clarkson University, Potsdam, NY

Dr. Eva J. Pell,, Steimer Professor of Agricultural Sciences, Pennsylvania State University,
       University Park, PA

Dr. Arthur C. Upton, M.D., Director, Independent Peer Review, CRESP, Environmental and
       Occupational Health Sciences Institute, Piscataway, NJ

Dr. Sverre Vedal, M.D., Professor of Medicine, University of British Columbia, Vancouver,
       Canada

Dr. Warren White, Senior Research Associate, Washington University, Chemistry Department,
       St. Louis, MO

Science Advisory Board Staff
Mr. Robert Flaak, Designated Federal Officer (DFO) and Team Leader, Committee Operations
       Staff, US Environmental Protection Agency, Science Advisory Board, Washington, DC

Ms. Diana Pozun, Management Assistant, US Environmental Protection Agency, Science
       Advisory Board, Washington, DC

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                                      NOTICE
       This report has been written as a part of the activities of the Science Advisory Board, a
public advisory group providing extramural scientific information and advice to the Administrator
and other officials of the Environmental Protection Agency. The Board is structured to provide
balanced expert assessment of scientific matters related to problems faced by the Agency. This
report has not been reviewed for approval by the Agency; and hence, the contents of this report
do not necessarily represent the views and policies of the Environmental Protection Agency or
other agencies in the Federal government Mention of trade names or commercial products does
not constitute a recommendation for use.

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.--T

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                 Report of the




 Clean Air Scientific Advisory Committee (CASAC)




Technical Subcommittee on Fine Particle Monitoring

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                 UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
                               WASHINGTON, D.C. 20460
                                   January 27, 1999

Dr Joe Mauderty Chair
Clean Air Scientific Advisory Committee                                 SCCNCE ADVISORY BOARD
U.S. Environmental Protection Agency
Washington, DC 20460
             *  •
             Subject: Advisory on the Agency's PM13 Monitoring Program

Dear Dr. Mauderly:

      The Technical Subcommittee on Fine Particle Monitoring (hereafter, the "Subcommittee")
of the Clean Air Scientific Advisory Committee (CAS AC) met in Research Triangle Park, NC on
November 30, 1998 at the request of the Agency's Office of Air Quality Planning and Standards
(OAQPS). OAQPS requested that the Subcommittee provide advice and commentary on two
major components of the Agency's PMZ5 Monitoring Program, namely, the chemical speciation
program, and the "supersites" program.  The materials provided to the Subcommittee for review
are listed in Appendix A.

1. Background and Development of the Charge

      In April 1996, this Subcommittee (with different membership) reviewed and commented
on the Agency's Federal Reference Method (FRM) and guidance to the States on the location and
number of monitors (CAS AC, 1996). Among the recommendations presented by the
Subcommittee were that national networks include measurements that go beyond the FRM, to
include chemical composition and continuous instruments. These measurements are embodied in
the two major components of the PMXj measurement program mentioned above.

      In January 1998, the National Research Council (NRC) established  its Committee oh
Research Priorities for Airborne Particulate Matter. This Committee was established in response
to a request from Congress in the Fiscal 1998 appropriation to EPA, and is charged to identify the
most important research priorities relevant to setting paniculate matter standards, to develop a
conceptual plan for particulate matter research, and, over five years, to monitor research  progress
toward improved understanding of the-relationship between particulate matter and public health.
The Committee has issued one report to date (NRC, 1998) with a second due shortly.  Three
members of the NRC Committee serve on the CAS AC Subcommittee.

      In May 1998, OAQPS obtained the advice of a Speciation Network Expert Panel on
EPA's PM15 Chemical Speciation Network (hem A-7 listed in Appendix A). The Chair of that
expert panel also serves on the CAS AC Subcommittee to provide continuity and to convey
recommendations of the expert panel.
                                                                          t IMMI 7S% racyctod few

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      In the FY1999 VA-HUD and independent agencies appropriation bill that addresses the
roles of the National Academy of Sciences (NAS) and the CAS AC in reviewing the PM
monitoring program (Cong. Record - House, H9428, October 5, 1998), Congress stated the
following:
                                                                                    s
      ...with respect to the speciation component of the Agency's PM monitoring plan, the
      conferees request that the NAS assist the EPA's Clean Air Scientific Advisory Committee
      (CASAC) by providing recommendations regarding the number and location of monitors
      and specific objectives and operating conditions for the various types of speciation
      monitors in EPA's plan.  Also, NAS should evaluate the adequacy of the speciation
      component of the monitoring plan to characterize those constituents ofPM that are
      biologically active. The NAS is expected to facilitate a thorough peer review of the
      speciation component of EPA's n^.J taring plan by CASAC.

      During its November  1998 public meeting (held under the provisions of the Federal
Advisory Committee Act), the Subcommittee was briefed by OAQPS staff on various aspects of
the monitoring program including regulatory time lines, components and objectives, of the
program, implementation of the chemical speciation program, supersite concept plan, and PMi5
data analysis plans.  The Subcommittee also was briefed by the Office of Research and
Development (ORD) on the Agency's PM research program and linkages with monitoring. The
Subcommittee also received public comments from the American Petroleum Institute (API) and
the National Stone Association (NSA).

      The first area of discussion  at the meeting was the development and refinement of the
charge to the Subcommittee.  The highlights of that discussion are captured below.  A formal
charge will be prepared based on these discussions and be available by  the time of the next
Subcommittee meeting in the Spring of 1999.

2. General Discussion

      a)    Role of the Subcommittee - In order to facilitate communications between
             CASAC and the NRC Committee on Research Priorities for Airborne Particulate
             Matter, three  of the NRC committee members are members of the Subcommittee.
             Discussions within the NRC committee have made it clear that they do not want
             responsibility  for providing advice or oversight of the PM monitoring program.
             Given the Congressional mandate to CASAC with respect to the speciation
             network, it seems that CASAC  will be the body with the major responsibility for
             reviewing the science going into the PM monitoring networks.  Thus, the
             discussion focused on how the Subcommittee could facilitate this review.

             Among the materials presented  to the Subcommittee, the Draft Supersites
             Conceptual Plan outlined a management scheme proposed by the Agency for the
             supersites program  (see Figure  1).  This scheme stimulated discussion in two areas.

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             First, there was concern that although there was a clearly defined management
             scheme for the supersites program, there are no comparable schemes for the
             speciation and mass monitoring programs and no overall scheme that coordinates
             the entire monitoring program. Although much of the speciation and mass
             monitoring network will be implemented and operated by State and Local air
             quality management organizations, there is  still a need for coordination and
             management at the national level.  There are important interrelationships among
             the three parts of the monitoring program.  A management scheme that provides
             for communications and coordination throughout the program is essential if the
             maximum information is to be derived. The Subcommittee thus suggests that the
             Project Organization outlined in Figure 1 be expanded to become the Fine PM
             Monitoring Program Organization.
                               Project Organization
   (Sponsors (Superettes and relevant
  *tude»)) EPA (OAGPS, ORO); DOE,
       State/Locate; Industry
    CENR; NARSTO/HEI;
       NAS/CASAC
      Executive Leads

EPA OAR and ORO AA designates

                                        ..
   EPA Steering Committee
EPA Staff (OAR, NERL. NHEERL)
                                       OAR Designate
                                      ORQ designate^)
                            Participating Research Groups and Contractors
Figure 1 - Project Management Overview (Taken from Figure 3 of the Draft Supersites Conceptual Plan
Nov. 9,1998, pg. 7, November 9,1998)

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       The second concern was the need for continuing scientific input into the design
       and implementation of the monitoring program. There are provisions in Figure I
       for Science Oversight and Research Coordination. However, the nature of the
       group that will provide those functions is not yet defined.  The NRC committee
       has indicated that they do not envision their committee taking on this
       responsibility. After discussion, it was unanimously agreed that the Subcommittee
       would be willing to serve as the scientific advisory body to the PM monitoring
       program. This role would require the Subcommittee to both react to materials
       prepared by EPA as CASAC has traditionally done and to provide input to the
      "lap A management team as scientific information relevant to the monitoring
       program becomes available.  Thus,  a more proactive role is envisioned for the
       Subcommittee as the monitoring program evolves.

b)     Responses to Specific Questions - Thert were two specific questions on which
       EPA desired more immediate comments:

       (1) Speciation network - One question concerned the proposed plan for the initial
       establishment of 53 sites in the speciation network that would serve as the trends
       network sites. The same type of sampler would be deployed at each of these sites
       and all of the samples would be analyzed by a single laboratory. The specific
       choice of sampler will be made at the end of the intercomparison study that will be
       initiated over December 1998 and January 1999 in 4 cities across the United
       States.  The Subcommittee expressed concern about problems with the
       intercomparison study being conducted only during the winter when the full effect
       of temperature on semivolatile components of PM may not be observable.  It is
       highly recommended that additional studies be conducted  during the summer,
       particularly in the Eastern United States, although there is also concern about loss
       of nitrate in California.  In addition, it is not clear what criteria will be used to
       judge the results of the intercomparison study and how they will result in the
       selection of the sampler to be deployed at the Trends Network sites. It is likely
       that differences will be observed in performance among the proposed speciation
       samplers and substantial differences in some cases with the FRM. Because there is
       no absolute "gold"  standard for the true value of the concentration of condensed
       material in the atmosphere, the Subcommittee recommends development of a set
       of evaluation criteria before any of the results of the intercomparison study are
       obtained.  An objective evaluation with well defined criteria performed on the
       results can lead to a choice of sampler that can be accepted by all involved in the
       process. The Subcommittee agrees that the plans for the initial deployment of the
       trends network samplers are as scientifically sound as possible given the time
       constraint that precludes summer tests of proposed samplers, and that it is
       reasonable for the Agency to move ahead to implement the plans as outlined
       although there remain concerns that the samplers will not  have been fully tested.

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       (2) Supersite Network - The second question involved the revised plans for
       deployment of the supersite network.  The plans now call for an initial deployment
       at two sites, Fresno and Atlanta, with a subsequent phase-in of other sites at
       locations to be determined as the plans for the PM research program develop. One
       of the major uncertainties in locating additional sites is their possible relationship to
       the new PM research centers that will be awarded during the first half of 1999.
       Thus, the limited deployment of two sites permits testing of systems, assessing of
       the operational problems and costs of these systems, and developing better plans
       for the remaining sites to produce the maximal information from these limited
       number  of supersites. The Subcommittee again expressed the view that the plans
       were very reasonable and presented good opportunities to learn the operational
       difficulties of these systems and to be in the best position to utilize the resources
       that are  being provided to obtain detailed data characterizing urban fine PM.

c)     Monitoring - Additional minor concerns were raised regarding the monitoring
       activities:

       (1) Availability of Data - First, while considerable work has been done in the
       Agency  to characterize  the FRM monitor, the results have not yet been presented
       in the peer-reviewed journal literature. The data that will come from the mass
       monitoring network will be more useful to health and other studies if the
       conditions by which particles are sampled and measured are well characterized and
       reported to the broader research community. It will be easier to have an
       appropriate scientific discussion of the strengths and weaknesses of the current
       method  compared to  alternatives if the calibration and intercomparison data on the
       methods have been published in the peer-reviewed literature.  Although some
       detailed information on the sampler performance is appropriate for EPA reports,
       the Subcommittee strongly urges the Agency to make publication of results a high
       priority  activity pf its research staff.

       (2) Utilization of Data - The second concern is the provision for sufficient time and
       resources to fully utilize the extensive quantity of data that will be collected as a
       result of the Fine PM Monitoring Program. The Agency has often put far more
       resources into obtaining high quality data to characterize environmental systems
       than it has put into  the extraction from the data of the information that would
       really provide the depth of understanding needed to solve the complex health-
       related issues associated with PM.  Thus, although the initial plans for developing a
       significant program of data analysis were encouraging, the Subcommittee will
       certainly will be watching carefully to see that appropriate opportunities are being
       provided to analyze and interpret the results of the monitoring data.

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3. Next Steps for the Subcommittee

       The Subcommittee plans to hold several meetings over the next few years to respond to its
developing charge and to ensure that appropriate coordination is maintained with the NRC
Committee. The next Subcommittee meeting is planned for May 1999.  One of the tasks will be
the development of a plan with respect to how often the Subcommittee should be providing
advice and what kind of reports would be most useful to the Agency and to the Congress.

       The Subcommittee would like to complement Agency personnel for their positive
response to advice with respect to the speciation network and supersite plans from external
scientific advisory groups such as the NRC Committee, the Speciati6n Network Expert Panel, and
the North American Research Strategy for Tropospheric Ozone (NARSTO) Supersite Workshop.
They have listened to the concerns, proposed changes, and made appropriate revisions to their
plans. These changes will result in the networks providing better dtf i for research purposes while
still meeting the implementation-related objectives for which the networks were originally
designed. We hope that the input of the CAS AC Technical Subcommittee on Fine PM
Monitoring will provide a continuing interaction that will permit the most effective use of the
monitoring network and the resulting data to help to resolve some of the uncertainties that remain
regarding airborne paniculate matter and adverse health effects.

                                 Sincerely,
                                 Dr. Phili/Hopke, Chair
                                 Technical Subcommittee on Fine Particle Monitoring
                                 Clean Air Scientific Advisory Committee

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                           REFERENCES CITED
CAS AC. 1996. Report of CAS AC Technical Subcommittee for Fine Particle Monitoring.  EPA-
      SAB-CASAC-LTR-96-009, Clean Air Scientific Advisory Committee, Science Advisory
      Board, USEPA, Washington, DC

NRC.  1998. Research Priorities for Airborne Particulate Matter. I - Immediate Priorities and a
      Lnng-Rflnge Research Portfolio. National Research Council. National Academy Press,
      Washington, DC. 19Sp.
                                     R-l

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                                          APPENDIX A

                        Review Documents provided to the Subcommittee


         Attachment 1 - Overview of National PM^jMomtoring Networks

         Attachment 2 - Chemical Speciation Guidance (Jufy 1998 draft)
                     „ *
         Attachment 3 - Supersites Workshop Report: Report of the PM Measurements research
               Workshop

         Attachment 4 - EPA Supersites concept paper reflecting inputs from workshop Rrport and
               September 24 NAS meeting: Draft Supersites Conceptual Paper

         Attachment 5 - EPA Letter to 1996 CASAC Technical Subcommittee for Fine Particle
               Monitoring

         Attachment 6 - CASAC Summary letter report of 1996 CASAC Technical Subcommittee for Fine
               Particle Monitoring

         Attachment 7 - Recommendations of the Expert Panel on the EPA Speciation Network

         Attachment 8 - Field program Plan for the PM13 Chemical Speciation Sampler Evaluation Study

         Attachment 9 - Grant Guidance for Fine Particulate Ambient Air Monitoring Program

         Attachment 10 - PM2J Monitoring Implementation Plan Executive Summary

         Attachment 11 - July 1997 Federal Register Notice containing the Monitoring Regulation

         Attachment 12 - EPA's PM Research Overview
                            Information on many of these documents can be found at'.

                                http://\vwv.epa.gav/ttn/amtic/amticpm.html
                                              or
                                 http://www.epa.gov/ttn/amtic/pmspec.html
U.S. Environmental Protection Agency                A- 1
r                     J, 12th
Chicago, IL §0604-3590

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                       U.S. Environmental Protection Agency
                               Science Advisory Board
                     Clean Air Scientific Advisory Committee
                        CASAC Technical Subcommittee on
                              Fine Particle Monitoring

Chair
Dr. Phil Hopke, Clarkson University, Potsdam, NY (Member of CASAC)
              ^ *
Members of CASAC
Dr. John Elston,. State of New Jersey, Dept Of Environmental Protection & Energy, Trenton, NJ (Member
       of CAS AC)

Dr. Warren White, Washington University, St. Louis, MO (Member of CASAC)

Members of Other SAB Committees
Dr. JoAnn Lighty, University of Utah, College of Engineering, Salt Lake City, UT (Member and Liaison  .
       from SAB Environmental Engineering Committee)

Dr. Morton Lippmann, Nelson Institute of Environmental Medicine, New York University, Tuxedo, NY
       (Member of the SAB Executive Committee)

Consultants to CASAC
Dr. Petros Koutrakis, Harvard University, Boston, MA

Dr. Debra Laskin, Environmental & Occupational Health Sciences Institute, Rutgers University,
       Piscataway, NJ
                           •
Dr. Peter H. McMurry, University of Minnesota, Department of Mechanical Engineering, Minneapolis, MN

Dr. Kimberly A. Prather, Department of Chemistry, University of California-Riverside, Riverside, CA

Dr. Carl M. Shy, Department of Epidemiology, University of North Carolina at Chapel Hill, School of
       Public Health, Chapel Hill, NC

Dr. George T. Wolff, General Motors, Public Policy Center, Detroit, MI 48202

Mr. Mel Zeldin, Monitoring and Analysis Division, South Coast Air Quality Management District
       (SCAQMD), Diamond Bar, CA

Science Advisory Board Staff
Mr. A. Robert Flaak, Designated Federal Officer, US EPA, Science Advisory Board, Washington, DC

Ms. Diana Pozun, Management Assistant, US EPA, Science Advisory Board, Washington, DC

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