INTRODUCTION

               TO

     SITE INSPECTION

          TRAINING
                       U.S. Environmental Protection Agency
                       Region 5, Library (PL-12J)
                       77 West Jackson Boulevard, 12th Floor
                       Chicago, IL  60604-3590
 U.S. Environmental Protection Agency

Environmental Response Training Program

-------
                                 TABLE OF CONTENTS
Section 1:
Section 2:
Section 3:
Section 4:
Section 5:
Section 6:
                     Title
                                                                 Page
Section 7:
Section 8:
Section 9:
Section 10:
Section 11;
Introduction

       Lecture Notes	1-1

Integrated Assessments

       Lecture Notes	2-1

Site Inspection Approaches

       Lecture Notes	3-1

Site Investigation Planning

       Lecture Notes	4-1

Sampling Strategies

       Lecture Notes	5-1

Source Characterization

       Lecture Notes	6-1
       Case Study	6-7

Ground Water  Pathway

       Lecture Notes	7-1
       Case Study	7-15

Surface Water Pathway

       Lecture Notes	8-1
       Case Study	8-24

Soil Exposure Pathway

       Lecture Notes	9-1
       Case Study	9-14

Air Pathway

       Lecture Notes	10-1
       Case Study	10-10

Radiation

       Lecture Notes	11-1

-------
                               TABLE OF CONTENTS



Section             Title                                                          Page


Section 12:          Site Inspection Evaluation and Reporting

                           Lecture Notes	  12-1

Section 13:          Appendixes

                           Appendix A - Fact Sheets
                           Appendix B - Acronym List and Glossary
                           Appendix C - Case Studies
                           Appendix D - SI Data Summary

-------
                  Section 1:
                 Introduction
f

-------
                                  INTRODUCTION
                                Course Overview

            This course...
               • Focuses on the role of the site inspection (SI) in the site
                assessment process
               • Examines the relationship of the SI to the preliminary assessment
               • Demonstrates that the SI process is flexible and dynamic
               • Describes the activities necessary to develop pathway-specific
                sampling strategies
               • Emphasizes the importance of sampling smart
               • Introduces the concept of "integrated assessments"

            77»/s course will not provide...
               • Detailed SI standard operating guidelines or procedures
               • Hazard Ranking System (HRS) training
                                                                        OH«1
                                SI Guidance Goals

            Assist SI investigators in:
               • Conducting efficient, high-quality assessments
               • Making correct site recommendations
               • Achieving national consistency in performing Sis
         SI Guidance, chapter 1                                              OH • 2
Introduction                                                                       4/94
page 1-2

-------
                                          INTRODUCTION
                                     Si Guidance Structure
                                  Chapter 1 • Introduction
                                  Chapter 2 • SI Approaches
                                  Chapter 3 • Planning
                                  Chapter 4 • Sampling Strategies
                                  Chapter 5 • SI Evaluation
                                  Chapter 6 • Reporting Requirements
                                  References
                                  Glossary
                                  Appendixes
SI Guidance, chapter 1
                                                                                 OH '3
9
                                         SARA Mandate

                      "...assess the relative degree of risk to human health and the
                       environment posed by sites."
SI Guidance, section 1.1
OH* 4
      4/94
                                                                   Introduction
                                                                      page 1-3

-------
                                INTRODUCTION
              Superfund Tackles Hazardous Waste Emergencies
                      and the Nation's Most Serious Sites
          Site Discovery and Study: Finding the Most Serious Sites
                             Preliminary
                            Assessment
          Long-Term Cleanup:  Fixing the Most Serious Sites


National
Priorities
List







Rl/FS


Record of
Decision







Remedial
Design
Remedial
Action




O&


Deletion

M
                                                                     OH«5
Introduction
page 1-4
4/94

-------
                                 INTRODUCTION
                        The Site Assessment Process:
                         Preliminary Assessment (PA)

                 The PA identifies...
                   • Historical waste generation and disposal practices
                   • Hazardous substances associated with site
                   • Potential sources of hazardous substances
                   • Important migration pathways and affected media
                   • A comprehensive survey of targets
                   • Critical sample locations for SI
         SI Guidance, section 1.1.1
OH»6
                        Site Assessment in Superfund
                                             Yes
                                    NFRAP
                                                                     OH-7
4/94
 Introduction
    page 1-5

-------
                                  INTRODUCTION
                         The Site Assessment Process

            Site inspection (SI)
               • Intended to test PA hypotheses
               • Includes collection of environmental samples
               • Involves more detailed data collection
               • Results in a decision to recommend for MRS  scoring or no further
                remedial action planned (NFRAP)
         SI Guidance, section 1.1.2                                           OH • 8
                         The Site Assessment Process

            Primary SI objectives
               • Identify substances present
               • Determine whether hazardous substances are being
                released to the environment
               • Determine whether hazardous substances have impacted
                specific targets

            Additional objectives
               • Support potential removal activities
               • Support enforcement actions
               • Collect data to support the remedial investigation/feasibility study
                (RI/FS)
         SI Guidance, section 1.1.2                                           OH • 9
Introduction                                                                      4/94
page 1-6

-------
                                  INTRODUCTION
                         The Site Assessment Process

                       Major SI activities
                          • Review available information
                          • Organize project team and develop plans
                          • Perform field work
                           - Visually inspect site
                           - Collect data samples
                          • Evaluate all data and prepare site score
                          • Establish defensible documentation
      SI Guidance, section 1.1.2
                                                                     OH »10
                         The Site Assessment Activities
           PA Activities
SI Activities
                                                               Preparation
                                                              and Planning
                                                                        Reporting and
                                                                        Documentation
                                                                         OH»11
4/94
                    Introduction
                       page 1-7

-------
                                      INTRODUCTION
                               Comparison of  PA and SI
                        PA
                     Limited scope

                     Nonsampling
                     investigation

                     Step-by-step evaluation
                     Comprehensive target
                     survey
                     Conservative assumptions
                     and professional judgment
   SI
Limited scope

Biased sampling
investigation

Flexible and dynamic
evaluation

Sampling strategy and
data collection to satisfy
HRS criteria

Additional information to
test critical assumptions
and hypotheses
                                                                                OH'12
       Notes:
Introduction
page 1-8
                                    4/94

-------
                  Section 2:
            Integrated Assessments
t
t

-------
                       INTEGRATED ASSESSMENTS
                          Lecture Overview:
                        Integrated Assessment
                   Integrated Assessments and SACM
                   Introduction to the Removal Program
                    Integrated Assessments Approach
                                                            OH«1
                        Integrated Assessments
                   Introduction to the Removal Program
                    Integrated Assessments Approach
                                                            OH«2
Integrated Assessments
page 2-2
10/94

-------
                                • INTEGRATED ASSESSMENTS *
f
                                  Integrated Assessments
                      Integrating removal and remedial site assessment
                      investigation to achieve increased efficiency and shorter
                      response times
                      One of many programs associated with the implementation of
                      the Superfund Accelerated Cleanup Model (SACM)
                                                                             OH* 3
                                       SACM History

                      Developed to increase efficiency of the Superfund program by
                      streamlining cleanup efforts at all Superfund sites

                      Designed to combine immediate action with continuing study as
                      necessary

                      Should restore public confidence in Superfund process
              Hazard Ranking System Guidance Manual,
              EPA 540-R-92-026, November 1992
                                                                            OH* 4
      10/94
Integrated Assessments
            page 2-3

-------
                          INTEGRATED ASSESSMENTS
                           Traditional Approaches

               Removal assessments are traditionally based on whether site
               conditions meet National Contigency Plan (NCP) criteria for a
               removal action
               Remedial site assessments are focused on collecting data for
               MRS
               The need to integrate these programs is based on the
               assumption that there is duplication of effort between the
               programs
        EPA Directive 9345.1-16FS (Fact Sheet), Integrating Removal and
        Remedial Site Assessment Investigations, September 1993
                                                                     OH* 5
                           Integrated Assessments
                      Integrated Assessments and SACM
                   Jntf^ffitffi
                       Integrated Assessments Approach
                                                                     OH* 6
Integrated Assessments
page 2-4
10/94

-------
                               • INTEGRATED ASSESSMENTS
                               What is the Removal Program?

                  Federal response capability for releases or threatened releases of:
                    • Hazardous substances that present a threat to public health, welfare,
                      or the environment
                    • Oil spills into or on navigable waters and shorelines
                    • Petroleum releases from underground storage tanks
t
                                                                          OH«7
                       What are the Removal Program Authorities?

                 Statutory
                    • Clean Water Act (CWA) as amended by the Oil Pollution Act
                     of 1990
                    • Comprehensive Environmental Response, Compensation
                     and Liability Act of 1980 (CERCLA)
                    • Superfund Amendments and Reauthorization Act (SARA)
                    • Oil Pollution Act
                 Regulatory
                    • NCP
OH* 8
      10/94                                                         Integrated Assessments
                                                                              page 2-5

-------
                            INTEGRATED ASSESSMENTS
                           Initiating Removal Actions

            Authority to approve a removal is generally based on estimated cost
               • Less than 50K - onscene coordinator (OSC)
               • $50K to $2M - regional administrator
               • Over $2M - assistant administrator, OSWER

            PRP search
               • NCP requirement
            Action memorandum
               • Criteria for qualifying site
               • Proposed removal action
               • Estimated cost

         Note: Cost criteria are under revision
                                                                        OH* 9
                           What are Removal Actions?

            Near-term response actions taken to prevent, minimize, or
            mitigate threats to public health, welfare, or the environment
            including, but not limited to:
               • Collection and analysis of samples
               • Provision of alternate water supplies
               • Onsite treatment
               • Source control/stabilization
               • Offsite storage, treatment, destruction, or disposal
               • Temporary relocation of threatened individuals
               • Installation of security fencing/guards
                                                                        OH-10
Integrated Assessments                                                             10/94
page 2-6

-------
                           INTEGRATED ASSESSMENTS
                       Classification of Removal Actions

            Classic emergency
               • 33 percent of removal actions since 1985
               • Immediate action required

            Time critical
               • Planning period of less than 6 months

            Nontime critical
               • Planning period of greater than 6 months is available
               • Agency conducts an engineering evaluation/cost analysis
                (EE/CA)

                                                                      OH'11
                 How is the Appropriate Response Selected?
              Discovery or
              Notification
Removal Site
Evaluation
No release
or threatened
release

Nonfederal party
undertaking proper
response

Removal action
(removal action
memo to
document a
threat)

Remedial
action
                                                                      OH »12
10/94
                                Integrated Assessments
                                            page 2-7

-------
                         • INTEGRATED ASSESSMENTS
                            The Removal Evaluation

           Removal preliminary assessments and site inspections are
           conducted to determine and evaluate:
              • Presence and magnitude of threat to health or environment
              • Source and nature of the release
              • Activities required to mitigate threat
              • Ability of nonfederal party(ies) to undertake response
              • Need for CERCLA-funded removal
                                                                      OH* 13
                                Removal Criteria

              • Actual or potential human or animal food chain exposure
              • Actual or potential drinking water contamination
              • Fire or explosion threat
              • Hazardous substance in containers that pose a threat of release
              • Highly contaminated soils at the surface — direct contact threat
              • Weather conditions that may cause substances to migrate
              • Unavailability of other response or enforcement mechanisms
                                                                      OH»14
Integrated Assessments                                                           10/94
page 2-8

-------
                          INTEGRATED ASSESSMENTS
                       How are Removals Implemented?

            Technical response support
              • Technical Assistant Team (TAT) - contractor
              • U.S. Coast Guard (USCG)
              • Environmental Response Team (ERT)
            Mitigation/cleanup response
              • Regional Emergency Response Cleanup Services (ERCS) -
                contractor
              • Site-specific contracts

            Cooperative agreements (CAs) with states
                                                                   OH»15
                                    ERCS
                             Analytical services
                             Containment and countermeasures
                             Cleanup, mitigation, and disposal
                             Site restoration
                                                                   OH'16
10/94                                                         Integrated Assessments
                                                                        page 2-9

-------
                        INTEGRATED ASSESSMENTS
                 EPA Emergency Notification Procedures
            The National Response Center (NRC; 1-800-424-8802) alerts
            regional EPA or USCG OSC about most spill notifications
                                                              OH* 17
                         Integrated Assessments
                    Integrated Assessments and SACM
                   Introduction to the Removal Program
                                                              OH -18
Integrated Assessments
page 2-10
10/94

-------
                                • INTEGRATED ASSESSMENTS •
 t
                            Removal and Remedial Assessments

                   Similarities in programs'goals
                      • Evaluate potential for human exposure to drinking water, soil,
                       and airborne contaminants
                      • Evaluate threats to sensitive environments (e.g., wetlands)

                   Similarities in activities
                      • Telephone and file investigations
                      • Site visits or PA recons
                      • Sampling visits


                Fact sheet, page 3                                               OH • 19
t
                           SACM Goals:  Integrated Assessment

                       Eliminate duplication of effort
                       Expedite the process
                       Minimize the number of site visits and other steps in the process
                       Collect only the data needed to assess the site appropriately
Fact sheet, page 3
OH* 20
       10/94
                                                      Integrated Assessments
                                                                 page 2-11

-------
                           INTEGRATED ASSESSMENTS
                       Integrated Assessment Approach

                 Important features
                    • Combined notification/site discovery/screening function
                    • Single site visit for both programs
                    • Phased file searches
                    • Integrated sample planning and inspection
              See Figure 2, Integrated Assessment, Integrating Removal
               and Remedial Site Assessment Investigations Fact Sheet,
                        EPA 540-F-93-038, September 1993
         Fact sheet, page 4
OH* 21
                       Integrated Assessment Approach

            Notification/site discovery/screening
              • "One door" notification process
              • All sites screened for emergency response
              • Determine whether there is enough time for a file search before
                initial site visit

            Classic emergency
              • Respond immediately
              • Little or no time for file search or telephone
                investigation
         Fact sheet, page 3
OH»22
Integrated Assessments
page 2-12
        10/94

-------
                                 INTEGRATED ASSESSMENTS
                             Integrated Assessment Approach
                        File search
                           • Includes all elements of a removal assessment file search
                           • Table 1, File Search and Telephone Investigation, lists
                            elements
                           • Document all elements for both programs
               Fact sheet, page 3
                                                            OH* 23
t
                             Integrated Assessment Approach
                  Initial field investigation/PA reconnaissance:
                     •  Combines elements from removal field visit and remedial PA
                       reconnaissance
                     •  Documentation procedures for removal assessment may require
                       revision to meet remedial assessment needs
                     •  Would require onsite reconnaissance at all sites
                     •  Table 2, Data Elements of the Site Visit, lists data needs for both
                       programs
Fact sheet, page 5
OH* 24
       10/94
                                                     Integrated Assessments
                                                                page 2-13

-------
                          INTEGRATED ASSESSMENTS
                      integrated Assessment Approach

           Sample (optional)
              • Should follow current removal assessment approach
              • Should consider HRS data needs

           Review data and decide further action
              • Both programs meet to decide next step(s)
              • May continue removal assessment, PA, or both concurrently
              • May expedite PA to determine whether remedial site assessment
               requirements should be included in sampling plans
        Fact sheet, page 5                                               OH • 25
                      Integrated Assessment Approach

           Complete the PA
              • Collect additional information needed to complete PA
              • Calculate preliminary HRS score
              • Prepare PA report
              • Table 3, Data Elements Needed to Complete the PA, should be
                consulted
              • Refer site to regional decision team if score is greater than or
                equal to 28.5
        Fact sheet, pages 5 and 6                                         OH • 26
Integrated Assessments                                                          10/94
page 2-14

-------
                         • INTEGRATED ASSESSMENTS •
                      Integrated Assessment Approach

           Integrated sampling plan
              • Combines screening level SI plans and remaining removal
                sampling activities
              • For sites going to NPL, remedial project manager (RPM) should
                be consulted
              • Could include sampling for long-term objectives

           Si/removal assessment sampling
              • One event
              • Meet needs of both programs
                  See Table 4, Integrating Removal and Remedial
                    Site Assessment Investigations, Fact Sheet,
                       EPA 540-F-93-038.  September 1993
        Fact sheet, page 6                                               OH • 27
                      Integrated Assessment Approach


            Expanded site inspection/remedial investigation
               • Option allowing Rl to start as soon as site appears to qualify for
                NPL
               • NPL listing needs and Rl needs can be incorporated into single
                sampling plan
        Fact sheet, page 6                                               OH • 28
10/94                                                         Integrated Assessments
                                                                        page 2-15

-------
  Section 3:
SI Approaches

-------
                                 SI APPROACHES  •
                                SI Approaches
                            Yes

Focused
SI
1
Expanded
SI

Single
SI

—
1
MRS
Package
Preparation
1


or NFRAP

        S/ Guidance, chapter 2
OH'1
                              Focused SI: Goals

                Obtain and analyze critical samples
                investigate human and environmental exposure to hazardous
                substances
                Test PA hypotheses that affect further action recommendations
         SI Guidance, section 2.1
OH«2
SI Approaches
page 3-2
       10/94

-------
                             •  SI APPROACHES  •
                                 Focused SI
              There are several types of PA hypotheses that would
                        result in a further action decision
        SI Guidance, section 2.1
OH* 3
                                Focused SI:
                         Further Action Hypotheses
                                               Municipal
                                                 Well
        SI Guidance, section 2.1
OH«4
10/94
SI Approaches
    page 3-3

-------
                                SI APPROACHES
                                 Focused SI:
                         Further Action Hypotheses
     SI Guidance, section 2.1
                                              Marshes/wetlands
                                    Lake |
OH»5
                                 Focused SI:
                         Further Action Hypotheses
                                   School
        SI Guidance, section 2.1
   OH* 6
SI Approaches
page 3-4
         10/94

-------
                                 SI APPROACHES
                                  Focused SI:
                          Further Action Hypotheses
                         Source
         S/ Guidance, section 2.1
                                               Residence
OH »7
                            Focused Si:  Emphasis

                Additional screening to test "critical" PA hypotheses and
                assumptions
                - Targets that may be exposed to contamination
                . Suspected release of hazardous substances
                - Source characterization and identification of hazardous
                 substances

                Seeks to distinguish between NFRAP and National Priorities List
                (NPL) candidate site
         SI Guidance, section 2.1
 OH* 8
10/94
SI Approaches
     page 3-5

-------
                               •  SI APPROACHES •
                              Focused Si: Scope

              • Average 400 technical hours; typically 350 to 450 hours
              • Average 16 samples; typically 12 to 20 samples
              • Does not need to satisfy all MRS requirements
              • Can reduce number of background samples to control costs
              • Number of quality control (QC) and background samples depends
                on pathways being  sampled
         SI Guidance, section 2.1
 OH-9
                             Focused SI Activities
                   Raport Preparation
                    HRS Evaluated,
                           Total Focused SI Hours: 400
         SI Guidance, section 2.1
OH'10
SI Approaches
page 3-6
        10/94

-------
                              • SI APPROACHES  •
                              Focused SI Results
                                     Focused
                                       SI
                               No
                                           Yes
i
Expanded
SI

or
1
HRS
Package
Preparation
                                                                    OH«11
                              Expanded SI: Goal
                     "...collect all data necessary to prepare an HRS
                     scoring package to propose the site to the NPL"
        SI Guidance, section 2.2
OH«12
10/94
 SI Approaches
     page 3-7

-------
                                 SI APPROACHES
                            Expanded SI: Emphasis

                Hypotheses or conclusions not adequately documented during
                focused SI
                Collect samples necessary to attribute hazardous substance
                contamination to site operations
                Collect samples to establish background/quality control
                Collect missing data for significant pathways
                Collect all remaining nonsampling data
                Establish thorough and defensible documentation
         SI Guidance, section 2.2                                            OH • 13
                     Expanded SI:  Expanded SI Sampling
                 Design to support MRS requirements
                    • "Observed release" of hazardous substances
                     relative to background
                    • "Observed contamination"
                    • "Levels of contamination"
                 May require special field activities
                    • Monitoring well installation
                    • Air sampling
                    • Geophysical studies
                    • Drum/tank sampling
                    • Borehole installation
                    • Background sampling studies
         S/ Guidance, section 2.2                                            OH • 14
SI Approaches                                                                   10/94
page 3-8

-------
                                   SI APPROACHES
                               Expanded SI:  Scope

                        Average 600 hours; typically 550 to 650 hours
                        Average 30 samples; typically 25 to 35 samples
                        Adequate QC and background samples
                        Satisfy MRS requirements
         SI Guidance, section 2.2
OH'15
                               Expanded SI Activities
                     Previous
                  Investigation R*vi«w
                    and Planning
                            MobUirationJraval,
                            •nd Demobilization
                                                      R •port Preparation
                                                       HRS Evaluation,
                            Total Expanded SI Hours: 620
         SI Guidance, section 2.2
OH-16
10/94
 SI Approaches
      page 3-9

-------
                                   SI APPROACHES
               Si Approaches: Typical Data Collection Activities
Activity
Nonsampling data
collection
Target sampling
Source sampling
Release sampling
Background sampling
Attribution sampling
QA/QC sampling
Special data collection
or sampling tasks
Focused SI
s (minor activity)
ss (major activity)
ss
s
s
—
•/
	 m 	
Expanded and
Single SI
s
•ss
•/s
•/s
ss
SS
ss
if necessary
         S/ Guidance, section 2.2, table 2-3
OH»17
                                      Single SI

            Eligibility for single S/
               • Sites with available analytical data
                 - If previous analytical data are of sufficient quality and indicate
                   site is a likely NPL candidate
               • "Simple" sites
               • "Remote" sites
               • "Potential contamination" sites
         S/ Guidance, section 2.3
OH* 18
S/ Approaches
page 3-10
                                                                                  10/94

-------
                                 SI APPROACHES
                              Single Si:  Activities

            Scope varies
               • Collect data to satisfy MRS requirements
               • Obtain adequate QC and background samples
               • Collect missing nonsampling information for significant pathways
               • Document thoroughly
         SI Guidance, section 2.3
OH-19
                                 SI Approaches
         PA
                            Yes

Focused
SI
1
Expanded
SI

Single
SI

—
I
HRS
Package
Preparation
I


or NFRAP

         SI Guidance, chapter 2
OH-20
10/94
 SI Approaches
    page 3-11

-------
  I
                          Section 4:
                Site Investigation Planning
9
                         Site-specific Work Plan
           Health and Safety
             Plan (HASP)
Site Sample Plan
                          Investigation-derived
                           Waste Plan (IDW)

-------
                          SITE INVESTIGATION PLANNING
                               Planning - Overview

                              Four plans are needed to:

                              • Refine investigation objectives
                              • Ensure activities proceed efficiently
                              • Ensure safety
                              • Address investigation - derived waste
         SI Guidance, chapter 3, pages 15 and 30                                  OH • 1
                            Sample Collection Issues


                     Demonstrate that hazardous substances are present
                     Determine whether they have migrated from their original
                     locations
         SI Guidance, section 3.1                                              OH • 2
Site Investigation Planning                                                             4/94
page 4-2

-------
  I
f
	 "•*•! 	 • bllt IN VbbllUAl ION PLANNING • 	 5^^.^
SI Guidance,

S
Sample
/
/
Waste Source
Samples
• Landfills
• Surface impoundments
• Drums/containers
• Piles
• Contaminated soil


I
Types
\
Media (Environmental)
Samples
• Groundwater
• Surface water
• Soil (sediment)
• Air

Further discussion of sample types is found in Table 3-1 ,
Types of Samples, page 16 of the SI Guidance
section 3. 1. 1
"\
OH* 3

              Notes:
       4/94
Site Investigation Planning
               page 4-3

-------
                                    TABLE 3-1: TYPES OF SAMPLES
      SAMPLE TYPE
          ADVANTAGES
          DISADVANTAGES
      Biased
      (non-random,
      judgmental)
Promotes timeliness

Uses knowledge of site

Focuses sampling effort
Decreases representativeness

Increases chance of false negatives
      Unbiased
      (random,
      systematic
      grid)
Increases representativeness

Reduces chance of false negatives

Allows limited site knowledge
Increases cost

Increases time required
      Grab
Increases representativeness and
variability
Requires more samples

Requires careful placement
      Composite
Reduces cost

Increases area of investigation

Reduces chance of false positives
Provides average concentrations only

Allows substances to interact
      Media
Supports releases

Supports target contamination
May require off-site access permits

Subject to temporal variation
      Waste
Optimizes contaminant identification

Supports attribution
May result in elevated concentrations

May require sample dilution

May require special procedures and
equipment
      Filtered
Allows comparison with drinking water
benchmarks
Comparison with surface water
environmental benchmarks not valid

May increase sample handling errors
      Unfiltered
 Allows comparison with surface water
 environmental benchmarks
 Comparison with drinking water
 benchmarks not valid
     Guidance for Performing Site Inspections Under CERCLA, USEPA, Sept.  1992
Site Investigation Planning
page 4-4

-------
9
                                  SITE INVESTIGATION PLANNING
                                  Sample Variability:   Factors
                                  Sample collection and handling techniques
                                  Spatial variability
                                  Temporal variability
                                  Media variability
             SI Guidance, section 3.1.2, pages 17-21
          OH* 4
                        Sample Variability: Media-specific Sampling

                                     • Surface and ground water
                                     • Soil/sediment
                                     • Air vapors or particulates
                                     • Tissue
                                     • Containerized materials
                             Turn to SI Guidance, Table 3-4, Sampling Issues
                          Affecting Confidence in Analytical Results, page 19, for
                          	       media-specific sampling issues
             S/ Guidance, section 3.1.2, pages 19-21
          OH* 5
      4/94
Site Investigation Planning
              page 4-5

-------
     TABLE 3-4: SAMPLING ISSUES AFFECTING CONFIDENCE IN ANALYTICAL RESULTS
MAJOR AQUATIC
SAMPLING SOIL/ GROUND SURFACE ANIMAL SOURCE
ISSUES SEDIMENT WATER WATER AIR TISSUE MATERIAL
Hazardous Substance
Migration
Temporal Variation
Spatial Variation
Topographic and
Geological Features
Hot Spots
Sample Collection
Sample Preparation
and Handling
Sample Storage
Sample Preservation
/V
—
//
//
SS
S
SS
— .
—
_
/
—
//
—
/
//
//
ss
/
//
//
— ,
—
//
//
//
//
/
//
/
/
—
//
//
//
—
__ _
/
—
	
—
//
//
//
//
//
—
//
^I_n^
^/
/
/
—
—
Key: t»V= Likely source of significant sampling problem
/ = Potential source of sampling problem
Source: Modified from Keith, 1990
 Guidance for Performing Sfte Inspections Under CEftCLA, USEPA, Sept. 1992
Site Investigation Planning
page 4-6

-------
                          SITE INVESTIGATION PLANNING
                          Field Quality Assurance and
                   Quality Control (QA/QC) Considerations

                Help evaluate quality of analytical results and quality of field
                methods
                QC samples treated in same manner as site samples
                Consult EPA regional guidelines for number and type of QC
                samples to be collected
      SI Guidance, section 3.2, page 21                                       OH • 6
      Notes:
4/94                                                         Site Investigation Planning
                                                                         page 4-7

-------
                        • SITE INVESTIGATION PLANNING
                                QC Sample Types
         Co-located or
         Duplicates
         Replicates or Splits
         Field Blanks
         Trip Blanks
         Field Rinsates
         (Equipment Blanks)
         Field Matrix Spikes
Two samples collected at the same time and
location.
One sample that is divided and sent to the
same or separate laboratories.
Samples of contaminant-free medium that are
either transferred from one container to an-
other or are exposed to field conditions.
Samples prepared from contaminant-free
medium and placed in sample containers prior
to the SI. They are kept unopened with site
samples throughout the investigation.
Deionized water flushed through sampling
equipment after decontamination and before
resampling to monitor decontamination proce-
dures.
Field samples prepared by adding a known
amount of contaminants to selected site
samples.
Site Investigation Planning
page 4-8
                                                 4/94

-------
  I
                                SITE INVESTIGATION PLANNING
9
                    MRS Sampling Considerations

         Several MRS elements require sample data
         • Site and source characterization
          - Identify hazardous wastes
          - Determine hazardous waste quantity
          - Delineate source boundaries
         • Observed release and areas of observed contamination
          - Provide direct evidence of an "observed release" to affected media
          - Demonstrate "significant" contamination
          - Estimate area of contamination
          - Demonstrate "attribution"

SI Guidance, section 3.3, pages 22-23                                      OH • 7
                                  HRS Sampling Considerations

                       Additional MRS elements requiring sample data
                       • Levels of contamination at specific targets
                         - Document "actual contamination"
                         - Targets include drinking water wells, surface water intakes,
                          residential/school properties, and sensitive environments
                         - Support "potential contamination"
                         - Define levels of contamination
                       • Target distances
                         - Establish target distance limits
            SI Guidance, section 3.3                                                OH »8
      V	,

      4/94                                                           Site Investigation Planning
                                                                                  page 4-9

-------
                          SITE INVESTIGATION PLANNING
                      MRS Sampling Considerations:
                          Levels of Contamination
                        Actual contamination
                               Yes
                                          Potential contamination
                                           (Target value x 0.1)
                          Concentration
                            above
                          s benchmark?
Level II contamination
 (Target Value x1)
                        Level 1 contamination
                        (Target Value x 10)
      SI Guidance, section 3.3
                                OH-9
                         MRS Sampling Considerations:
                             What are Benchmarks?

                 Health- or ecological-based reference concentrations that reflect
                 relative risk (for example, cancer risk)
                 Media- and threat-specific
                 Any threat  may involve more than one benchmark
                 Found in look-up table (for example, SCDM)
                 Default to Level II if no benchmark applies
                        Benchmarks are presentee in Table 3-6,
                    Media-specific Benchmarks, SI Guidance, page 23
      SI Guidance, section 3.3
                               OH* 10
Site Investigation Planning
page 4-10
                                       4/94

-------
 I
                               TABLE 3-6: MEDIA-SPECIFIC BENCHMARKS
HRS PATHWAY/THREAT
Ground Water
Surface Water
Drinking Water Threat
Human Food Chain Threat
Environmental Threat
Soil Exposure
Air
BENCHMARKS'
Maximum Contaminant Levels
Maximum Contaminant Level Goals
Screening concentrations*3
Maximum Contaminant Levels
Maximum Contaminant Level Goals
Screening concentrations"
Food and Drug Administration Action Levels
Screening concentrations"
Ambient Water Quality Criteria
Ambient Aquatic Life Advisory Concentrations
'Screening concentrations"
National Ambient Air Quality Standards
National emissions standards for hazardous air pollutants
Screening concentrations"
'See Superfund Chemical Data Matrix (SCDM)
'Screening concentrations for cancer corresponding to concentrations for the 10"* individual cancer risk for
oral exposure (inhalation exposure for the air pathway)
'Screening concentration for noncancer lexicological responses corresponding to RfDs for oral exposure
(inhalation exposure for the air pathway)
t
        Guidance for Performing Site Inspections Under CERCLA, USEPA, Sept. 1992
 f
                                                                               Sfte Investigation Planning
                                                                                             page 4-11

-------
                          SITE INVESTIGATION PLANNING
                            Sample Analysis Options
            Contract Laboratory Program (CLP)
               • Standardized analytical services provided by laboratories under
                contract to U.S. Environmental Protection Agency (EPA)
                - Organics/inorganics
                - Water or solid samples
                - Broad spectrum analysis
                 • target compound list (TCL)
                 • target analyte list (TAL)
      SI Guidance, section 3.4, page 24                                         OH • 11
                            Sample Analysis Options

           Non-CLP services
               • May provide data of similar quality to CLP
               • Analytical protocols must be selected

           Field Analytical Screening Program (FASP)
               • Use "portable" analytical instruments
               • Applications:
                - Screen many samples             -  Determine monitoring
                - Select sample locations              well locations
                - Design soil sampling              - Estimate hazardous
                - Determine extent of waste            waste quantity (HWQ)
                 migration                         - Fast turnaround time
                - Reduce CLP costs
      S/ Guidance, section 3.4, page 25                                         OH • 12
Site Investigation Planning                                                           10/94
page 4-12

-------
                                SITE INVESTIGATION PLANNING
  I
                             Review Information for SI Planning

                      Compile all relevant and available site data
                      - Hazardous waste sources
                      - Migration pathways
                      - Human and environmental targets
                      - Existing analytical data
                      Review PA (or focused SI) reports
                      - Examine hypotheses
                      - Look for changes in site conditions
§
            SI Guidance, section 3.5                                               OH • 13
                            Review Information for SI Planning

                              Review data to determine additional work needed
                              -  Data gaps
                              -  Data quality
                              -  Nonsampling information
                              Identify sampling objectives
                              -  Focused vs. expanded SI
                              -  Test critical hypotheses
            SI Guidance, section 3.5                                               OH • 14
      4/94                                                           Site Investigation Planning
                                                                                 page 4-13

-------
                          SITE INVESTIGATION PLANNING
                       Review Information for SI Planning

                         Other sources of information
                         • Previous investigations by other parties
                         • Investigations at nearby sites
                         • Removal actions and reports
                         • EPA or other federal agencies
                         • State agencies
                         • Health departments
                         • Academic studies
                         • Owner/operator records

      SI Guidance, section 3.5                                                OH • 15
                        Existing Analytical Data Review

               • Use data to support design of sampling and analysis program
               • Refer to SI Guidance, Table 3-7, Types of Analytical Data for
                applications of existing data
               • SI Guidance, Table 3-8, Review of Previous Analytical Data, sets
                forth a procedure for data review
               • SI Guidance, Exhibit 3-1, Checklist for Usability of Previous
                Analytical Data, should be applied to existing data
      SI Guidance, section 3.5.2                                               OH • 16
Site Investigation Planning                                                             4/94
page 4-14

-------
                                  TABLE 3-7: TYPES OF ANALYTICAL DATA
t
TYPE OF DATA
CLP
Qualified CLP
Non-CLP
Field screening
Owner/operator
APPLICATION
No specific limitations; used as necessary for all SI activities
Some general limitations depending on types of data qualifiers and bias (e.g.,
unknown, low, high) associated with the data
Few limitations if non-CLP data are shown to be equivalent to CLP data (e.g., level of
QA/QC documentation, level of laboratory performance, level of data quality,
independent data quality review)
Limitations if non-CLP data cannot be shown to be comparable to CLP data
Augments SI samples, especially to investigate area of contamination
Few limitations; used as necessary for all SI activities
Guidance for Performing Site Inspections Under CERCLA, USEPA, Sept. 1992
                                                                              Site Investigation Planning
                                                                                            page 4-15

-------
                     TABLE 3-8: REVIEW OF PREVIOUS ANALYTICAL DATA
PROCEDURE
Determine what data are available
Evaluate purpose and scope of
previous investigations
Review sampling locations, dates,
depths, and sample descriptions
Evaluate the sampling results and
hazardous substance concentrations
Review field preparation and collection
techniques for previous samples
Review available laboratory
documentation
Assess usability of previous data
CONSIDERATIONS
What are the types of previous data: CLP, non-CLP, field
screening, full TCL analysis, partial TCL analysis, owner/operator,
State?
Why were data collected? What type of investigation: State or
Federal facility investigation, enforcement action, emergency
response, RCRA facility inspection, general assessment of ground
water quality, environmental property assessment, NPDES permit
requirements?
Was the design of the sampling program similar to the SI
sampling strategy? Did it include background samples and field
QC samples?
Are a sample plan and sample location map available? Is a field
notebook available that describes all sampling activities?
What hazardous substances were detected? What are the range of
concentrations, background levels, data qualifiers and codes
attached to data, and detection limits?
Were appropriate SOPs used for sample collection and handling?
Are QA/QC procedures or data validation procedures available?
What are the name of the laboratory, the type of analyses
performed, and the performance results?
What is the overall usability of the data set?
  Guidance for Performing Site Inspections Under CERCLA, USEPA, Sept. 7992
Site Investigation Planning
page 4-16

-------
  I
                   EXHIBIT 3-1: CHECKLIST FOR USABILITY OF PREVIOUS ANALYTICAL DATA
f
          1.   Have samples been taken at the appropriate location, depth, or stratum to confidently
               test site hypotheses?                                                             d Yes  D No

          // the answer is  "no,"  additional -sampling will likely be needed to fully test hypotheses
          and provide a basis for the site disposition decision.  The data may nevertheless be useful
          in developing  sampling  and analysis  plans  and identifying  hazardous  substances of
          concern.
          2.   Is documentation available to support the analytical procedures used to derive the data
               (e.g., laboratory  QA/QC procedures, type of analyses, detection limits, and data
               review)?                                                                        D Yes  D No
          3.   Are  representative  background  levels available  for  targets  exposed  to  actual
               contamination and hazardous substances that may demonstrate releases?               D Yes  D No
4.   If background samples are available, are they temporally and spatially comparable to
     samples indicating releases and exposure of targets to actual contamination?           D Yes  D No

If the answer to questions 2, 3, or 4 is "no." the data may not support HRS documentation
requirements and further review is needed to determine usability. However, the data may
support testing of site hypotheses and development of a sampling strategy.
          5.   Do data provide evidence that attributes the hazardous substances detected in various
               media and waste samples to the site?

          If the answer to question 5  is "no," additional samples will be needed to fully support
          releases and targets exposed to actual contamination.

          If the answers to questions 1 through 5 are all "yes," the previous analytical data may
          support testing  PA   hypotheses,  identification of hazardous substances of  concern,
          development  of  a sampling strategy, and  HRS  documentation  requirement, including
          releases and targets exposed to actual contamination.
                                                                                    OYes  DNo
         Guidance for Performing Sfte Inspections Under CERCLA, USEPA, Sept. 1992
                                                                                           SHe Investigation Planning
                                                                                                            page 4-17

-------
                         SITE INVESTIGATION PLANNING
                             Site Assessment Team

                             • Site assessment manager
                             • Health and safety officer
                             • Field team
                             • Chemist/data evaluator
                             • Hydrogeologist
                             • Subcontracts officer/procurement officer
                                                                       OH-17
                                    Work Plan

            Work plans should:

               • Summarize site background and hazards present
               • Identify SI objectives
               • Set work schedule
               • Identify personnel and training needs
               • Determine equipment/laboratory requirements
               • Include provisions to secure contract services
      SI Guidance, section 3.6.1                                              OH • 18
Sfte Investigation Planning                                                            4/94
page 4-18

-------
     ================   •  SITE INVESTIGATION PLANNING  •

I	
                                 A Sample Plan Includes:

                     Field operations—sequence for conducting field activities
                     Sample locations and rationale—sample type, volume, number,
                     and sample map
                     Analytical requirements and sample handling—sample
                     equipment, container types, preservation techniques, and filtering
                     Sample delivery—laboratory locations, special storage, and
                     transport requirements
                               Refer to SI Guidance, Exhibit 3-2,
                              SI Sample Plan Outline, pages 31-32
             SI Guidance, section 3.6.2                                        OH • 19
                              Health and Safety Plan (HASP)

                      Goal: To establish requirements and procedures to protect the
                      health and safety of investigative personnel and nearby public

                     Routine operations—describe hazards, list key safety personnel,
                     levels of protection by task, designate work areas, security,
                     environmental monitoring, training requirements, and weather-
                     related problems
                     Emergencies—communication alternatives, contact procedures
                     for emergency response units, emergency equipment, route to
                     hospital map, transport vehicles, worker evacuation, and
                     decontamination
             SI Guidance, section 3.6.3                                         OH • 20
    4/94                                                            Site Investigation Planning
                                                                                page 4-19

-------
                              EXHIBIT 3-2: SI SAMPLE PLAN OUTLINE
 INTRODUCTION
      Briefly state the authority and purpose for conducting the SI and the scope of the investigation.  Discuss
      the objectives and goals of the SI.

  SITE DESCRIPTION AND REGULATORY AND OPERATIONAL HISTORY
   •  Describe the site location. Identify the type of facility, whether it is active or inactive, and years of
      operation.  Describe its physical characteristics and setting (e.g., local land use, climate, topography,
      geology, hydrology, hydrogeology).  Include a map showing the location.  Include a site plan or sketch
      showing features on and around the  site.

   •  Describe historical site operations, including all past and current operations and conditions. Identify
      current and former owners/operators, types of site activities, wastes generated,  and waste disposal
      practices.  Identify all sources and source types.  Provide the hazardous waste  quantity disposed in each
      source, if possible, and provide volume or area of the sources. Identify hazardous substances associated
      with or detected in  the sources. Describe source containment. Describe any spills that have occurred at
      the site.

   •  Specify whether any sources  are regulated by RCRA.  Describe past regulatory activities, including
      permits, permit violations, and inspections by local, State, or Federal agencies. If applicable, provide
      emergency response and  waste removal information.  Summarize analytical results of earlier
      investigations.  Specify type of data (e.g., CLP, non-CLP, owner/operator).

  COLLECTION OF NON-SAMPLING DATA
    •   Describe additional non-sampling information to be collected (e.g., aquifer boundaries, interconnections,
       and discontinuities; resources; drainage area; soil group; paniculate migration factors) and the rationale
       for collecting this information. Discuss any field activities needed to obtain this information.

  SAMPLING ACTIVITIES
       Discuss objectives of planned field activities. Describe procedures and necessary resources.  Discuss the
       rationale for these tasks.

       Provide explicit instructions for all field activities, including field observations, sampling, environmental
       monitoring for health and safety purposes, and field QA/QC protocols.  Reference appropriate Standard
       Operating Procedures (SOPs).  Discuss purpose of both onsite and offsite reconnaissances and
       observations (e.g., to verify the selection of sample locations, to evaluate the degree of containment at
       site sources, to measure source dimensions, to verify distances to nearby targets, and to characterize
       additional sources of contamination not identified during previous investigations).

       Justify proposed sample locations.  Discuss methods to more fully characterize wastes and sources.
       Identify specific targets to be sampled (e.g., drinking water wells or intakes, fisheries, sensitive
       environments) to test or substantiate target contamination hypotheses.  Describe sampling strategy to test
       or substantiate observed release hypotheses and presence of media contamination (e.g., soil, ground
       water, sediment, air, surface water).
Site Investigation Planning
page 4-20

-------
I
EXHIBIT 3-2: SI SAMPLE PLAN OUTLINE (concluded)
               •  Include a map or site sketch showing previous and proposed sample locations.

               •  Summarize sample plan bra table, identifying sample types, sample numbers, sample locations, and
                  sample-selection criteria. Describe methods of sample collection and preservation, field measurements,
                  and analytical methods. Refer to Standard Operating Guidelines (SOGs) or provide a table or checklist
                  describing the SOGs.

               •  Describe investigation-derived wastes (IDW) that may result from field activities. Reference the IDW
                  plan that describes the  management approach for non-hazardous and hazardous IDW.

             PROJECT MANAGEMENT

               •  Identify all persons who will be involved in the field activities and discuss their specific
                  responsibilities.  Identify all safety and sampling equipment and supplies.  Describe any contractual
                  services needed to accomplish field activities. Summarize all transportation and shipping information.

               •  Describe community relations plans and  meetings.

               •  Provide information  on SI costs (e.g., number of technical hours; number of CLP, field screening, or
                  other samples; subcontracting costs).  Provide schedule for SI activities and deliverables. Summarize
                  any special requirements that impact the SI (e.g., special safety considerations, special  analytical
                  services (SAS), or special equipment).

               •  Reference the work plan.

             ATTACHMENTS

               •  Sample summary table

               •  Sample location sketch

               •  List of references cited in this plan

               •  Health and safety plan

               •  Appropriate SOPs and SOGs
            Guidance for Performing Site Inspections Under CERCLA,  USEPA, Sept.  1992
                                                                                       Site Investigation Planning
                                                                                                       page 4-21

-------
                          SITE INVESTIGATION PLANNING
            Investigation-Derived Wastes (IDW) Management Plan

                         • Minimize quantity of wastes generated
                         • Remove wastes that pose an immediate threat to
                          human health or the environment
                         • Must comply with applicable federal and state
                          requirements
                       Refer to Directive 9345.3-02, Management
                 of Investigation-Derived Wastes During Site Inspections
      SI Guidance, section 3.6.4
OH»21
                              Site Reconnaissance

                         • Verify site conditions
                         • Verify sample locations
                         • Locate and identify all sources
                         • Determine physical state of wastes
                         • Evaluate source containment and migration
                         • Identify overland flow paths
                         • Determine distance from sources to targets
                         • Refine site sketch
                         • Evaluate need for emergency response
      SI Guidance, section 3.7
OH* 22
Site Investigation Planning
page 4-22
         4/94

-------
                           SITE INVESTIGATION PLANNING
                                    Site Access

                  "Legal access must be obtained from site owner before
                  conducting an SI"

                 Voluntary entry—consent to entry by notifying owner in writing of
                 activities to be conducted (sample collection, photography)
                 Conditional entry—consent to entry with restrictions (limit area of
                 reconnaissance, employee interviews, records)
                 Entry with a warrant—SI must be conducted in strict accordance
                 with warrant
                 Consult with EPA Office of Regional Counsel
      SI Guidance, section 3.7.3
        OH* 23
             Community, Neighborhood, and Government Contacts

               • Contact local representatives in advance
               • Explain purpose of SI
               • Explain tasks to be performed
               • Identify contact for further information (regional site assessment
                 manager—SAM)
               • Determine routing of SI results and other information
               • Consult Community Relations in Superfund: A Handbook; Section
                 4.1, OSWER Directive 9230.0-03C, January 1992
               • Contact appropriate municipal, county, state, and federal officials
                 before SI
      SI Guidance, sections 3.7.4 and 3.7.5
        OH* 24
4/94
Site Investigation Planning
             page 4-23

-------
     Section 5:
Sampling Strategies

-------
                              SAMPLING STRATEGIES
                       SI Sampling Program Purpose...
                                                             Endangered
                                                             species
         ...Assess the nature of the problem site
         ...Support response and further action decisions
         ...Meet public information needs
         ...Incorporate Rl sampling objectives when possible

         SI Guidance, chapter 4
OH-1
      Notes:
Sampling Strategies
page 5-2
                                                                                4/94

-------
                              SAMPLING STRATEGIES
         Bias sampling locations toward areas with potential for hazardous
         substance concentrations higher than background
            s
            *!
            ol
                              Ro*J  |.

                                  <:.
                                        Drum storage area
r
Warehouse
                \
                                                           D
                         V)

                         i
                         o
                                                            o
                  0)
                  D>
                  n
                  c
                  '
                    Water
                  V	>
         SI Guidance, chapter 4
                                 OH»2
4/94
                            Sampling Strategies

                                     page 5-3

-------
                               SAMPLING STRATEGIES
                         Selecting Analytical Parameters
              Review
            Existing Data
    Does
 high quality
analytical data
    exist?
         SI Guidance, chapter 4
                                         1
        Yes
                                    May perform
                                    partial analyses
                                    based on prior
                                    results
Perform full
TCL (TAL)
analyses
                                      OH« 3
                         General SI Sampling Principles

            Sample to:
               • Identify targets exposed to actual contamination
               • Identify all hazardous substances present
               • Demonstrate a release
               • Support attribution
               • Establish representative background concentrations
               • Ensure appropriate QA/QC
         SI Guidance, chapter 4.1.1
                                       OH »4
Sampling Strategies
page 5-4
                                              4/94

-------
                             SAMPLING STRATEGIES
                        Focused SI Sampling Principles

                  Collect analytical data to test PA hypotheses
                     • Identify hazardous substances present
                     • Determine whether a release has occurred
                     • Determine impact on targets

                  Determine need for further investigations
         SI Guidance, chapter 4.1.2
     OH* 5
                     Focused SI Sampling Considerations

                    Concentrate samples on major pathways affecting
                    the score
                    Use previous analytical data
                    Limit collection of background and QA/QC samples
         S/ Guidance, chapter 4.1.2
     OH-6
4/94
Sampling Strategies
         page 5-5

-------
                    TABLE 4-2: PRIORITIES FOR FOCUSED SI SAMPLES
SAMPLE BUDGET
CATEGORY
Number of pathways to
evaluate with samples
Number of targets sampled
Number of sources sampled
Number of release samples
Number of background and
QA/QC samples
Other criteria
PRIORITIES
Sample patnways cnucal to PA further action recommendation
If multiple pathways are critical to screening decision, plan sampling to test
all cnucal hypotheses
Sample primary drinking water wells and intakes suspected of exposure to
site-related contamination (see glossary: Primary Target)
Sample nearest targets or targets most likely to be exposed to site-related
contamination for critical pathways if contamination suspected during PA
If sample budget permits, take more than one sample at surface water and
soil target locations that are critical to the site decision
Sample sources to identify hazardous substances present at site
If multiple sources exist, sample each different source type
Sample to test if a release has occurred for cnucal pathways. When
possible, test release hypotheses in conjunction with target samples
If the magnitude of potentially contaminated targets is responsible for
screening decision, limit number of release samples
Limit collection of background and QA/QC samples to those needed to
screen site. Background or QA/QC samples may not be necessary
Use previous analytical data to plan sample locations
Do not resample at locations where reliable previous analytical data detected
a hazardous substance
 Guidance for Performing Site Inspections Under CERCLA, USEPA, Sept.  1992
Sampling Strategies
page 5-6

-------
                            • SAMPLING STRATEGIES •
                 Expanded and Single SI Sampling Principles

           Collect fully documented data to prepare MRS package
              • Document observed releases
              • Document observed contamination
              • Document levels of target exposure

           Collect field data for the Rl when appropriate

           Conduct field activities beyond the scope of focused SI
                         Turn to SI Guidance, Section 4.1.3,
                       page 49, for list of expanded SI activities
         SI Guidance, chapter 4.1.3
    OH»7
                   Expanded and Single SI Considerations
                Collect samples to improve documentation for factors that
                significantly affect scoring
                Collect adequate background and QA/QC samples
        SI Guidance, chapter 4.1.3
    OH* 8
10/94
Sampling Strategies
        page 5-7

-------
                         TABLE 4-3: PRIORITIES FOR EXPANDED SI SAMPLES
      SAMPLING  CRITERIA
                            PRIORITIES
     Number of pathways
     sampled
Sample pathways critical to site score

If multiple pathways are critical to site score, sample to fully document all
remaining site hypotheses
     Number of targets sampled
Sample targets (e.g., drinking water wells and intakes, residential and school
properties, surface water sensitive environments and wetlands) most likely to
be exposed to site-related contamination

Resample targets where previous analytical results are questionable, or where
background concentrations are needed to document contamination of targets
     Number of sources sampled
Sample sources to attribute hazardous substances to site

Sample to more fully describe areas of observed surficial contamination

If multiple source types exist at site, at a minimum, sample each different
source type
      Number of release samples
Sample to document a release for critical pathways. When possible, collect
samples to document an observed release in conjunction with a target
exposed to actual contamination

Limit number of release samples to critical pathways
      Number of background and
      QA/QC samples
Collect background and QA/QC samples necessary to confidently document
site score
      Other criteria
Use previous analytical data to optimize sample locations

Do not resample at locations where reliable previous analytical data fully
documented a hazardous substance or a release unless samples are needed to
pair those with background samples taken at the same time
    Guidance for Performing Site Inspections Under CERCLA, USEPA. Sept. 1992
Sampling Strategies
page 5-8

-------
                             SAMPLING STRATEGIES
                  Comparison of SI Data Collection Activities
Activity
Nonsampling data
collection
Source sampling
Target sampling
Release sampling
Background sampling
Attribution sampling
QA/QC sampling
Special data collection
or sampling tasks
Focused SI








Expanded and
Single SI








         SI Guidance, chapter 4.1.3
    OH* 9
                                QA/QC Samples

                Collected to confirm precision and accuracy of data
                QA/QC samples for focused Sis are limited

                - One aqueous trip blank
                - One equipment rinsate blank for each medium collected
                Suggested QA/QC sample guidance for expanded and single Sis
                is found in Table 4-6 (Note: EPA regional guidance may differ)
                           Turn to Table 4-6, Guidance for
                 Minimum QA/QC Samples: Expanded SI or Single SI,
                               page 56, SI Guidance
         SI Guidance, chapter 4.3
   OH»10
10/94
Sampling Strategies
        page 5-9

-------
                                SAMPLING STRATEGIES
   Sampled
   SDI
   SD2

   SS1
   SSB
   SW1
   SW2

   SWB
    S1
   GW1
   GWB
                          Mini Exercise:  QA/QC Samples
                 • GWB
                 • SSB
                            Residence
                              £ Private
                                 well
                                 GW1
                                        Small stream
                                        (10cfs)
                                                 SWB
                                                         S  = source
                                                         SW = surface water
                                                         SD = sediment
                                                         SS = surface soil
                                                         GW = ground water
                                                           0 25ft 50(1
               Sampling Plan
Rationale
Sediment from lagoon
Sediment from probable point
of entry (PPE)
Surface soil from ditch
Surface soil background
Surface water at PPE
Surface water downstream
of PPE
Surface water background
Source (aqueous)
Ground water from private well
Ground water background
                                          QA/QC Samples
                                  Focused SI
Expanded SI
                                                                             OH* 11
Sampling Strategies
page 5-10
                                                                      4/94

-------
                           • SAMPLING STRATEGIES
                Demonstrating a Release:  MRS Requirements
                   An observed release can be documented by:
                                • Direct observation

                                • Chemical analysis
         SI Guidance, chapter4.4.1
   OH«12
                    Demonstrating a Release by Sampling
         Key Factor:  To demonstrate a release by chemical analysis
                    for a pathway, at least one sample must show
                    contamination significantly above the background
                    level for a hazardous substance
           See SI Guidance, page 59, for a discussion of the term "significance"
        SI Guidance, chapter 4.4.1
   OH »13
4/94
Sampling Strategies
       page 5-11

-------
                           SAMPLING STRATEGIES
                  Demonstrating a Release by Sampling

                          Three Primary Factors
            Background
Attribution
Target
                        Document observed release
                           (actual contamination)
        SI Guidance, chapter 4.4.1
                                 OH'14
            Demonstrating a Release by Sampling: Background

           Considerations
             • Naturally occurring vs. man-made concentrations
             • Chemical analytical data vs. published data
             • Comparability of background and release samples
             • Background sampling locations
        SI Guidance, chapter 4.4.1
                                 OH'15
Sampling Strategies
page 5-12
                                        4/94

-------
                             • SAMPLING STRATEGIES
               Demonstrating a Release by Sampling: Attribution

            Considerations
               • Some portion of the release must be attributable to one or more
                 sources
               • Can use a unique hazardous substance from a site to
                 differentiate it from other sites
               • May be addressed by source characterization
         SI Guidance, chapter 4.4.1
                                                             OH'16
                                   Attribution?
                                                             Source
                                                             Sample
                                                             Benzene
                                                             Toluene
                                                             Xylene
Background
   am
non-detects
                        Source
                        Sample
                        1,2-DCE
                        Benzene
                        Toluene
                        Xylene
                                            Release
                                            Sample
                                            1,2-DCE
                                            Toluene
                                                                        OH»17
10/94
                                                          Sampling Strategies
                                                                 page 5-13

-------
                              SAMPLING STRATEGIES
                Demonstrating a Release by Sampling: Targets

            Evaluate target factors
              • Nearest individual
              • Population
              • Sensitive environments, including wetlands

            Evaluate on the basis of:
              • Actual contamination
              • Potential contamination
         SI Guidance, chapter 4.4.1                                          OH • 18
                     Demonstrating Actual Contamination

                Must first demonstrate observed release
                Targets exposed to concentrations meeting observed release
                criteria are evaluated as actually contaminated
                Two degrees of actual contamination
                - Level I = concentration > applicable benchmark(s)
                - Level II = concentration < applicable benchmark(s)
         SI Guidance, chapter 4.4.1                                          OH • 19
Sampling Strategies                                                                4/94
page 5-14

-------
                             SAMPLING STRATEGIES
                            Actual Contamination?
                             Concentrations (in \iglL)
Analyte
Compound x
Site
25
Background
5U
Intake
20
Benchmark
15
           U = nondetect
                                                                    OH* 20
                      Sampling Strategies:  Conclusions

              The key to any successful SI: sample smart
              • Conserve resources
              • Set sampling priorities
              • Emphasize dual-purpose sampling
              • Use previous analytical data to augment scope
              • Tailor sampling to meet SI objectives
              • Consider MRS math when planning samples
                - Focus on major pathway(s)
                - Focus on critical HRS factors
                                                                    OH-21
4/94
Sampling Strategies
        page 5-15

-------
        Section 6:

Source Characterization
V
o

0)
         Road
 v^.
    Water
  \	>
               Drum storage area
              r
Warehouse
                            O

                            X
          (0


          'ro

-------
                           SOURCE CHARACTERIZATION
                                Source Definition
                "An area where hazardous substances may have been
                deposited, stored, disposed of, or placed. Also, soil that
                may have become contaminated as a result of hazardous
                substance migration."
         SI Guidance, glossary, page 121
OH*1
                                 Basic Principles

            Sample to confirm or refute contamination at site

          '  Sample to characterize sources
               • Identify hazardous «ubstances present
               • Support determination of waste characteristics
               • Support attribution
         SI Guidance, section 4.2
OH-2
Source Characterization
page 6-2
        4/94

-------
                            SOURCE CHARACTERIZATION
                                    Guidelines

                 Sample as many different types of sources as possible
                 Sample visibly contaminated soil near drums or containers—do
                 not sample drums or containers themselves
                 Sample within 2 feet of ground surface (soil exposure pathway
                 considerations)
                 Sample where wastes are likely to collect or be concentrated
                 Collect background sample for selected sources (for example,
                 contaminated soil)
                 Use composite samples carefully
         SI Guidance, section 4.2                                              OH • 3
      Notes:
4/94                                                              Source Characterization
                                                                             page 6-3

-------
                            SOURCE CHARACTERIZATION
                 Q>
                 O

                 0)
                 LL
                             Source Characterization
                                 Road
Drum Storage Area
                                              Warehouse
                                                                    0)
                                                                    in
                                                                    13
                                                                    O
                                                                 O)
                                                                 TO
                                                                 C
                                                                "ro
                                                                           OH* 4
Source Characterization
page 6-4
                                       4/94

-------
                           SOURCE CHARACTERIZATION
                              Focused Si Strategy

               • Primary objective is identifying hazardous substances present at
                the site
               • Should not attempt to establish degree of containment of
                source(s)
               • Source area, volume, and hazardous constituent estimates are
                beyond the scope of focused SI
         SI Guidance, section 4.2.1                                           OH • 5
                        Expanded and Single SI Strategy

                Emphasis is on HRS documentation requirements
                May not need further characterization after focused SI
                May collect samples to document containment
                Generally, do not collect samples to document hazardous waste
                quantity
         SI Guidance, section 4.2.2                                           OH • 6
4/94                                                             Source Characterization
                                                                           page 6-5

-------
                            TABLE 4-4: SOURCE SAMPLING STRATEGIES
        CRITERION
       FOCUSED SI
     EXPANDED SI AND SINGLE SI
   Primary objective
To identify hazardous
substances associated with site
sources; to confirm substances
known or suspected

To refine target distance limits
To verify inconclusive data collected during
focused SI

In limited situations, to help quantify hazardous
waste quantity
   Data quality
All DUCs
DUC-I for hazardous constituent quantity

DUC-I and DUC-II to establish heterogeneity
or homogeneity of wastes

All DUCs for other hazardous waste quantity
measures and to identify hazardous substances
associated with site sources
   Samples to help
   demonstrate observed
   contamination
Generally limited to samples
used to test a site hypothesis
regarding soil contamination
within 2  feet of surface
Samples to further describe the areas of
observed contamination in the direction of
targets for the soil exposure pathway
   Samples to help
   evaluate source
   containment or source
   type
Generally not collected
Generally only collected when the containment
factor value for a migration pathway is not 10;
sometimes collected to demonstrate a biogas
release if air pathway  is  significant pathway
    Samples to help
    describe source
    boundaries and estimate
    hazardous waste
    quantity
 Generally limited to surficial
 samples within 2 feet of
 surface

 Generally limited to
 contaminated soil sources
 In certain situations, samples lo estimate the
 depth of a source or to further describe the
 area of sources other than contaminated soil
 (e.g., landfill, land treatment, buried surface
 impoundment)

 In certain situations, samples to estimate
 hazardous constituent quantity or hazardous
 waste volume quantity
  Guidance for Performing Site Inspections Under CERCLA, USEPA, Sept. 7992
Source Characterization
page 6-6

-------
                            SOURCE CHARACTERIZATION
                                     CASE STUDY
                     EXAMPLE OF SOURCE SAMPLING STRATEGY

Located near a town of 10,000 people, the Lakefield Farm Site is an abandoned strawberry
farm that was used for various types of waste activities for an unknown period (see Lakefieid
Farm Site Sketch #1).  During the preliminary assessment, three potential sources were identi-
fied: a wet surface impoundment with a volume of approximately 45,000 cubic feet of electro-
plating sludge; a drum storage area containing about 30 leaking drums (contents unknown) at
the southeast corner of the site;  and an area of stained soil near the site's western boundary.

                             Lakefield Farm Site Sketch 1
                         Surfaoe Impound men I
                             (Sludge)
                           Stained Soil
                                                      Nearest Well and
                                                         Nearest
                                                        Individu&j
                                                           LAKEFIELD
                                                           FARM SITE
 KEY

Source samples

Drintang water well

Irrigation well
                                                    GREENACRES
                                                    SUBDIVISION
                                            6  -4-6  -4-6
                                                  Municipal Well
                                                                    	N 	
                                                                   NOT TO SCALE
4/94
                                                    Source Characterization
                                                                page 6-7

-------
                           • SOURCE CHARACTERIZATION
                   SOURCE SAMPLING STRATEGY FOR EXAMPLE SITE
   Potential Waste
    Source Area
      Focused SI
   Sampling Strategy
        HRS
    Considerations
    Nonsampling
   Data Collection
Wet surface
impoundment
Collect one composite
source sample of
impoundment sediments
(SD-1) plus one sludge
sample (SL-1) to
evaluate hazardous
substances present
More than 675,000
cubic feet is needed to
increase HWQ factor
to next category value
Obtain physical
dimensions of
source: evaluate
containment,
consider using aerial
photographs
Drum storage area
Collect one composite
surficial soil sample
(SS-1) from beneath
drums to determine
hazardous substances
present
More than 1,000
drums are needed to
increase HWQ factor
value to next category
value
Verify number of
drums, evaluate
containment,  look for
container markings,
examine area around
drums            M
Stained soil
Collect one composite
surficial soil sample
(SS-2) to determine
whether area is
contaminated and to
identify hazardous
substances
More than 78 acres of
contaminated soil are
needed to increase
HWQ factor value to
next category value
Obtain physical
dimensions of area,
evaluate containment
  Source Characterization
  page 6-8
                                                          4/94

-------
I
                       Section 7:
                Ground Water Pathway
     Resources
              Wellhead
              protection
                area
Ground water
 population
                            AQUIFER

-------
                          GROUND WATER PATHWAY
                           Ground Water Pathway

           Basis for pathway score
              • Number of people served by each aquifer
              • Likelihood of release to each aquifer
              • Likelihood that drinking water wells are contaminated
               by site
        SI Guidance, section 4.5                                           OH • 1
               Ground Water Pathway: Review PA Information

           Determine whether major pathway of concern is based on:
              • Suspected release
              • Primary targets
              • Number of secondary targets

           Was contamination already been demonstrated?
              • Previous sampling
              • Reports of suspected release
              • Number of secondary targets
                                                                    OH '2
Ground Water Pathway                                                          4/94
page 7-2

-------
                         =     • GROUND WATER PATHWAY
I
                     Ground Water Pathway: Review PA Information

                  Identify specific information concerning primary targets
                  - Type of well/population served
                  - Distance from sources
                  - Depth of screened interval
                  Identify wellhead protection areas
                 ' Identify relevant hydrogeological information
                  Identify potentially affected resources
                  Where do you expect hazardous substances to be found?
                  (sinkers vs. floaters)
                                                                            OH* 3
                                  Ground Water Pathway

                 Compile existing analytical and nonsampling information
                 SI data summary document can be used to:
                    • Summarize existing information
                    • Identify factors not fully evaluated
                    • Focus additional data collection efforts
                       Turn to SI Guidance, Appendix B, SI Data Summary
              SI Guidance, appendix B                                             OH • 4
     4/94                                                             Ground Water Pathway
                                                                                page 7-3

-------
                          GROUND WATER PATHWAY
                          Ground Water Pathway:
                           MRS Considerations
Waste
Characterization
>
f


Likelihood
of Release
>
f
      Conducted under
   source characterization
Demonstrate/document
       release
                                                        Targets
   Actual
contamination
     vs.
  potential
contamination
                                                                 OH»5
                          Ground Water Pathway:
                           Likelihood of Release
                        Document an observed release by:
                         • Direct observation
                         • Chemical analysis

                        Chemical analysis is preferred
        SI Guidance, section 4.5
                                       OH«6
Ground Water Pathway
page 7-4
                                              4/94

-------
                          GROUND WATER PATHWAY
                          Ground Water Pathway:
                           Likelihood of Release

              At least two groundwater samples are needed to document
               an observed release

               • Background sample
               • Release sample

               Well samples should be from same aquifer and comparable
              screened intervals

               Wells should be of similar construction
                                                                 OH»7
               Ground Water Pathway: Likelihood of Release
                            Observed Release?
                 Contaminated
                 well sample
            200'
Background
well sample
                                                                 OH«8
4/94
          Ground Water Pathway
                    page 7-5

-------
                           GROUND WATER PATHWAY
                           Ground Water Pathway:
                            Likelihood of Release

               Sample nearest well expected to be contaminated
               Background well should be out of influence of site
               Sample both wells within 1-3 days
               Samples should be similar
               - sample analyses
               - filtered or unfiltered
        SI Guidance, Section 4.5                                            OH • 9
                            Ground Water Pathway:
                                    Targets

                PA primary targets are sampled to establish "actual
                contamination"
                PA secondary targets become "potential contamination"
                                                                     OH-10
Ground Water Pathway                                                            4/94
page 7-6

-------
                            GROUND WATER PATHWAY
                            Ground Water Pathway:
                                    Targets

                Ground water pathway targets
                - Municipal drinking water wells
                - Private drinking water wells
                - Public drinking water wells
                Always sample nearest target well
                Attempt to sample all primary targets
                Cannot infer contamination between wells for actual
                contamination
         S/ Guidance, section 4.5
      OH-11
                            Ground Water Pathway:
                   Ground Water Sampling Considerations
                                                             Water
                                                             tower
  Background
    well
                                                                    OH'12
4/94
Ground Water Pathway
          page 7-7

-------
                          GROUND WATER PATHWAY
                          Ground Water Sampling
Type of Well
Monitoring
Private
Municipal
Industrial
Irrigation
Standby
Background






Observed
Release






Actual
Contamination






                                                                  OH-13
                          Ground Water Pathway:
                        Focused SI Strategy-Release

           If PA hypothesized release to groundwater
              • Sample to test hypotheses
              • Sample nearest drinking water well

           Sampling to establish and document an observed release not
           necessarily in scope of focused SI
              • Background wells may not be available
              • Wells near source(s) may not exist
              • Monitoring wells are an expanded SI activity

           Can use other sources to establish background if necessary

        SI Guidance, section 4.5.1                                        OH • 14
Ground Water Pathway
page 7-8
4/94

-------
                           GROUND WATER PATHWAY
                           Ground Water Pathway:
                        Focused SI Strategy-Targets

              • Not every primary target well must be sampled
              • Sample wells where detection of hazardous substances is likely
              • Sample critical well locations
              • Target well = drinking water well
               Background well = any type of well
              • Some wells can serve as their own background wells if
               continuous monitoring data are available
        S/ Guidance, section 4.5.1                                         OH • 15
                           Ground Water Pathway:
                  Focused SI Strategy-Actual Contamination

           If "actual contamination" is hypothesized
              •  Drinking water wells should be sampled
              •  If all wells cannot be sampled, sample nearby and municipal wells
              •  Sample remaining wells during expanded SI
           Can  use samples from target wells to demonstrate observed
           release and actual contamination
        SI Guidance, section 4.5.1                                         OH • 16
4/94                                                           Ground Water Pathway
                                                                        page 7-9

-------
                          GROUND WATER PATHWAY
                     Which Wells Should Be Sampled
                    to Test for Actual Contamination?
                             Source
                    /H,
                         Ground Water Flow
                        \>
.jTx, Private Well

4D Industrial Well
                                                             o.e
                                                       scale In miles
                                                                 OH»17
                          Ground Water Pathway:
                   Focused SI Strategy-Blended Systems
                           2 mile
                                                 Wells A, B, and C are
                                                 part of a blended
                                                 system. Which wells
                                                 should be sampled.
        SI Guidance, section 4.5.1
               OH'18
Ground Water Pathway
page 7-10
                      4/94

-------
                            GROUND WATER PATHWAY
                     Expanded SI and Single Si Strategy
           Review existing analytical data
           from wells in the vicinity
           of the site
              • Check for abnormalities
              • Determine need for resampling
        SI Guidance, section 4.5.2
ABC Site. Analytical Data
  Samples   Results
              -tt
                                                    	ft
                                              TTT-JP--
                                              ,<>.„.»
                     OH-19
                     Expanded SI and Single SI Activity:
                        Document Observed Release

               Resample wells as needed
               Sample wells not tested during focused SI
               Collect background samples
               Install monitoring wells
               Collect QC samples
                                                                    OH* 20
4/94
               Ground Water Pathway
                          page 7-11

-------
                            GROUND WATER PATHWAY
                     Expanded SI and Single SI Activity:
               Ground Water Target Sampling Considerations

              • "Actual contamination" requires an observed release, attribution,
               and presence of hazardous substance at target
              • Collect QC samples
              • Base well selection on ground water flow direction
              • Background well should be upgradient or at least outside of the
               influence of sources
              • Focus on targets
        SI Guidance, section 4.5.2                                          OH • 21
                     Expanded SI and Single SI Activity:
                          Monitoring Well Installation

               Done only on sites expected to score because of observed
               release
               May not be necessary if ground water pathway is not critical site
               score
               Do not install wells in karst aquifers
        SI Guidance, section 4.5.2                                          OH • 22
Ground Water Pathway                                                            4/94
page 7-12

-------
                 TABLE 4-8: GROUND WATER SAMPLING STRATEGIES
CRITERION
Primary objective
Data quality (see
section 5.2)
Average number of
samples
Types of activities
Background samples
Attribution samples
QA/QC samples
FOCUSED SI
To test hypotheses regarding a suspected
release or targets suspected to be exposed
to actual contamination
When possible, test release hypothesis in
conjunction with target sampling
Less rigorous (e.g, DUC-II) to rigorous
0 to 6 depending on site hypotheses and
number of existing wells to sample
Sample existing wells
Install drive points or shallow boreholes
if there are no nearby wells
Limited, 1 background per 3 release
samples
May rely on published regional data
Limited to testing release hypotheses
Limited to testing release hypotheses
EXPANDED SI AND SINGLE SI
To demonstrate a release based on HRS
documentation requirements
To demonstrate targets exposed to actual
contamination and determine levels of
exposure
Rigorous (e.g., DUC-I)
0 to 14 based on HRS documentation
requirements
Resample existing wells if previous data
did not conclusively demonstrate a release
or targets exposed to actual contamination
Sample wells not yet sampled
Collect multiple samples from drinking-
water wells where hazardous substance
concentrations are likely to be near
benchmarks
Install monitoring wells as needed
2 background per 3 release samples
Install background monitoring wells, if
necessary
Generally should not rely on published
data
Those necessary to attribute a share of a
release to the site
Those necessary to obtain precise and
accurate data
Guidance for Performing Site Inspections Under CERCLA, USEPA, Sept. 1992
                                                                     Ground Water Pathway
                                                                                 page 7-13

-------
                           GROUND WATER PATHWAY
                           Ground Water Pathway

               After sampling and analysis have been completed, compile new
               information
               Complete SI data summary sheets pertaining to ground water
                 Turn to SI Guidance, Appendix B, SI Data Summary
                                                                OH-23
        Notes:
Ground Water Pathway
page 7-14
4/94

-------
                              GROUND WATER PATHWAY
                                    CASE STUDY

         EXAMPLE OF GROUND WATER SAMPLING STRATEGY: FOCUSED SI

During the PA it was determined that residents near the Lakefield Farm Site rely on  shallow
domestic wells for drinking water- (see Lakefield Farm Site Sketch 2). A municipal well that
provides drinking water to about 10,000 people is located 0.5 miles southeast of the site.  The
municipal well and several nearby irrigation wells are screened in the deep aquifer,  which
appears to be interconnected with the shallow aquifer. The PA identified the primary targets
as all domestic wells within 0.25 miles of the site and the municipal well.  The focused SI
indicated ground water flows to the south.  Several domestic wells appear to be downgradient
from the site.
                             Lakefield Farm Site Sketch 2
            •4-
                                                     CW-2
              GW-1
                                       T
               ft
                                        SL-1      GW-3T
                     ft
                                                                     Direction of
                                                                    ground water flow
Ncuesl
 Well
                                          Xl:$" £
                                            felr       LAKEFIELD
                                                       FARM SITE
                                             ss-i
                                                   i
                                           ft*-"^
                                           I—I  I   r,w.<
                                             GW-4
                                                       i       i
                                GW-S
                                  ft
             KEY
           •+• Drinking Wner Well
           • Source Simple
           -fat- Irrigation Well
                 G \V-fi
                                                      GW-7
                                                            GW-E
GW-lo'    GW-11
                      GREEN ACRES
                      SUBDIVISION
                      0    ' 0
                                                   Municipal Well
                                                     GW-12
                                      —N
                                                                   NOT TO SCALE
4/94
                                     Ground Water Pathway
                                                page 7-15

-------
                        GROUND WATER PATHWAY
         GROUND WATER SAMPLING STRATEGY FOR EXAMPLE SITE
                             FOCUSED SI
Samples
Municipal well (GW-12)
Domestic wells (GW-3,
GW-4, GW-5, GW-6,
GW-7, GW-8, GW-9,
GW-10, GW-11)
Background (GW-1,
GW-2)
Sources (SD-1, SL-1,
SS-1.SS-2)
Quality control (Q-1,
Q-2) (not shown)
Focused SI
Sampling Strategy
Collect sample prior to treatment:
sample to document
contamination, identify hazardous
substances, and determine level
of contamination
Sample nearest domestic drinking
water wells suspected of exposure
to contamination
Sample drinking water aquifer;
limit number of background
samples
Collect grab or composite soil
samples to identify hazardous
substances present at site
Monitor sample collection and
decontamination procedures, one
nnsate and one field blank
HRS
Considerations
Determine municipal well
contaminaton, which is critical
to protecting public health and
the screening decision
Determine domestic well
contamination, which is critical
to protecting public health and
the screening decision
Sample to determine
concentrations of hazardous
substances
Do not sample to increase
hazardous waste quantity
(amounts are not close to HWQ
factor value breakpoints)

Nonsamplmg
Data Collection
Verify aquifer from which well
draws; verify population
served
Verify aquifer from which wells
draw, verify population served
Verify aquifer from which well
draws
Obtain physical dimensions of
surface impoundment and
estimate area of contaminated
soil; verify number of drums
and look for drum labels

Ground Water Pathway
page 7-16
4/94

-------
        Section 8:
Surface Water Pathway
                 I ..  Stito G«m»
                   Htntgement Ar»f'.:
    station
                                    Ltktor
                                    occult
                              Target distance
                                Nn* X^

-------
                            SURFACE WATER PATHWAY
                            Surface Water Pathway

           Score based on:
              •  Likelihood of release to a surface water body
              •  Likelihood that surface water is contaminated by the site
              •  Number of people exposed to contaminated drinking water or
                contaminated food items
              •  Sensitive environments exposed to contaminated water
         SI Guidance, section 4.6
OH-1
                            Surface Water Pathway
                 Key Factor:    If there are no surface waters within 2 miles of
                               the site, the surface water pathway need not be
                               evaluated
         SI Guidance, section 4.6
OH* 2
Surface Water Pathway
page 8-2
       10/94

-------
                            SURFACE WATER PATHWAY
                            Surface Water Pathway

           Examples of surface water bodies
              • Perennially flowing ditches, streams, and rivers
              • Isolated but perennial ponds or lakes (excludes man-made used
                for industrial purposes)
              • Intermittent streams only in areas with less than 20 inches mean
                annual precipitation
              • Natural and man-made wetlands
         SI Guidance, section 4.6
                                  OH-3
                   How Contaminants Reach Surface Water
          Overland flow
          Flood
         • Ground water
          discharge to surface
          water


         SI Guidance, section 4.6
Runoff
      Sourc*
Percolation
                flow
                                  OH* 4
4/94
                           Surface Water Pathway
                                     page 8-3

-------
                          • SURFACE WATER PATHWAY •
                        Surface Water:  Multiple Targets
                 Waste
              Characteristics
         S/ Guidance, section 4.6
Likelihood
of Release
                                                          Drinking












Water

Human Food
Chain

Environmental
T h ra o *
                                     OH* 5
                     Surface Water Pathway Investigation
                       Complete the SI Data Summary Surface
                          Water section using available data
                     See SI Guidance, Appendix B, Surface Water
                     Information Section, pages B-12 through B-15
         SI Guidance, appendix B
                                     OH-6
Surface Water Pathway
page 8-4
                                             4/94

-------
                            SURFACE WATER PATHWAY
                            Review PA Information

           Determine whether major pathway of concern is based on:
              • Suspected release
              • Primary targets
              • Number of secondary targets
         SI Guidance, section 4.6                                            OH • 7
                             Review PA Information

            Identify physical characteristics of surface water migration route
               • Is overland segment greater than 2 miles?
               • Are there multiple watersheds?
               • Location of PPE(s)
               • Tidal influence
               • Flow rate for each segment of migration path
         S/ Guidance, section 4.6                                             OH « 8
4/94                                                            Surface Water Pathway
                                                                          page 8-5

-------
                            SURFACE WATER PATHWAY
                            Review PA Information

           Identify locations of primary targets
              • Drinking water intakes
              • Fisheries
              • Wetlands and other sensitive environments
         SI Guidance, section 4.6                                             OH • 9
                   Surface Water Sampling Considerations

                Are sources actively discharging contamination to surface water?
                How old is the site?
                What are surface water flow characteristics?
                What are the chemical properties of hazardous substances of
                concern (for example, persistence and bioaccumulation
                potential)?
         SI Guidance, section 4.6                                            OH • 10
Surface Water Pathway                                                             4/94
page 8-6

-------
                            SURFACE WATER PATHWAY
                       Sample Type Considerations

          Sediment, Aqueous, or Tissue
             • Sediment samples typically detect contamination more often than
              other sample types
             • Consider adding aqueous samples for intakes or sensitive
              environments
             • Tissue samples are generally not recommended
         SI Guidance, section 4.6
      OH
                            Likelihood of Release:
                   Observed  Release By Direct Observation

            Hazardous substance seen entering or known to have been
            deposited into perennial surface water
              • Sample effluent discharge, source runoff, or leachate (no
                background required)
              or
              • Rely on existing analytical data indicating effluent contains
                hazardous substance
              • Must sample discharge, runoff, or leachate to show they contain
                hazardous substance
         SI Guidance, section 4.6
      OH'12
4/94
Surface Water Pathway
           page 8-7

-------
                         •  SURFACE WATER PATHWAY •
                           Likelihood of Release:
                  Observed Release By Direct Observation

           Source area flooded and hazardous substances in direct contact
           with flood waters
              • Must rely on historical "source" data and flood information
              • No SI sampling necessary
        SI Guidance, section 4.6                                          OH • 13
                           Likelihood of Release:
                  Observed  Release By Chemical Analysis

              • Minimum of two samples
               - One background sample upstream from PPE
               - Second sample at or reasonably close to PPE (downstream
                 sample)
              • If multiple PPEs present, sample each
              • Background and release samples must be same type and from
               same or similar water body
        SI Guidance, section 4,6                                          OH • 14
Surface Water Pathway                                                          4/94
page 8-8

-------
                          SURFACE WATER PATHWAY
                     Sample to Establish Background
                                 Wetland
              Landfill
                         Bald eagle
                            habitat
                 Key
      Flow direction

      Intermittent stream
                                                                OH«15
4/94
Surface Waiter Pathway
          page 8-9

-------
                          SURFACE WATER PATHWAY
                           Likelihood of Release:
                  Observed Release By Chemical Analysis

               Comparable sampling and analytical procedures
               Collect most downstream samples first
               Collect aqueous samples before sediment samples at same
               location
        SI Guidance, section 4.6
OH* 16
                  Sample to Test Suspected Release
                                                                 OH* 17
Surface Water Pathway
page 8-10
        4/94

-------
                            SURFACE WATER PATHWAY
                                      Targets

            Sampling considerations for actual contamination
               • Must establish observed release first
               • Can infer contamination between "hits"
                 - No need to sample each target
                 - Can sample adjacent to or beyond (downstream of) target
                  locations
               • Sample for human health considerations, regardless of score
                 - Always sample nearest drinking water intake if contamination is
                  suspected
         SI Guidance, section 4.6
      OH
                       Targets: Inferring Contamination
                          Source
                                                                      OH«19
4/94
Surface Water Pathway
          page 8-11

-------
                         • SURFACE WATER PATHWAY •
                           Inferring Contamination
                                   Wetland
                Landfill
                          Bald eagle
                          habitat
                   Key
         Flow direction

        Intermittent stream
                                                                   OH«20
Surface Water Pathway
page 8-12
4/94

-------
                           SURFACE WATER PATHWAY
                       Targets: Drinking Water Threat

           To demonstrate actual contamination:
              • Sample types
               - Aqueous
               - Sediment
               - Sessile benthic
              • Collect samples at or downstream of target (intake)
              • Compare analytical results to benchmarks
              • Only aqueous samples can be used to score Level I targets
              • Level II can be established with any sample type
         SI Guidance, section 4.6
      OH'21
                         Surface Water Benchmarks

SW Threat
Drinking water
Environmental
Human food
chain
Benchmark
MCL
MCLG
Screening concentrations
AWQC
AALAC
FDAAL
Screening concentrations
Sample Type
Aqueous
Aqueous
Tissue



SI Guidance, section 4.6 OH • 22
4/94
Surface Water Pathway
          page 8-13

-------
                           SURFACE WATER PATHWAY
                           Actual Contamination?
                           Level of Contamination?
                                            PPE A

                                            Sample I ocation

                                            Flow
                Drinking
                water
                intake
                                          15-mile
                                          target distance limit
Sample
SW1
SW2
SW3
Result
Nondetect
1 00 ppb
50 ppb
Benchmark

10 ppb

                                                                   OH«23
Surface Water Pathway
page 8-14
4/94

-------
                          • SURFACE WATER PATHWAY •
                     Targets: Human Food Chain Threat

            Demonstrate actual contamination
              • Only attempt if this threat is essential to site score
              • Use sediment samples (not organisms)
              • Tissue sampling is expanded SI activity
              • If fishery is closed for fishing, surface water sample can be used
                to establish threat
              • Collect multiple samples
                                                                    OH'24
                     Targets: Human Food Chain Threat

           Sampling considerations for actual contamination
              • Observed release at target + bioaccumulation potential factor
                value (BCFV) considerations
              • Sediment, aqueous, and effluent samples - require substance
                within BCFV > 500
              • Tissue samples - no BCFV requirement
                                                                    OH»25
4/94                                                           Surface Water Pathway
                                                                        page 8-15

-------
                          SURFACE WATER PATHWAY
                         Actual Contamination?
Sample
SW1
SW2
SW3
SW4
Arsenic
2
175
190
80
                                            Key
                                            PPE
                                            Sample location
                                            Flow
                                                                  OH»26
Surface Water Pathway
page 8-16
4/94

-------
                            SURFACE WATER PATHWAY
                         Targets:  Environmental Threat

            Determine actual contamination
               • Only aqueous samples can be used to score Level I contamination
               • Collect at or downstream of sensitive environment
               • For wetlands
                - Sample near PPE
                - Two samples from wetland (at least  0.1  miles from PPE into
                  surface water)
               • Collect unfiltered surface water
                       Sensitive environments for this pathway
                     are found in PA table 5 in the PA scoresheets
         SI Guidance, section 4.6
      OH-27
         Notes:
4/94
Surface Water Pathway
          page 8-17

-------
           PA TABLE 5:   SURFACE WATER  AND AIR  PATHWAY  SENSITIVE  ENVIRONMENTS VALUES
     Stnsftive Environment
                               Ga»ignate*Y. or  estuary
     Migratory  pathway* and fee-ding areai cntica1 for the maintenance of enaoromoui Inh spacivi in a nv»r jy»tem
     Terre»tnal area*  uulize<3 for  br«*dtng by iafg« 01 denae  aggregations of vertebrate  animalt {air pathway) or
          • «rrv*aQ Recreeiional
     Habitat known to be uaexJ by Stale oetignBled erxlengoreo or threatened special
     Habitat known to b» umed by a ipeciei under revnow a* to its r-eOeral endangered or threatened tiarui
     Coaiial Barnef tbarneJIy dev*iopexj)
     federally oe»tgnat»d Scenic 0' Wild Riv«r
                                                                                                                      50
     State land Oattgneted (or wildttle or  game management
     Stale deiignatKJ Scenic or WiJd River
     Slate dasignalfrd NefureJ  Area
     Particular ereat releuveiv anneH in sije. importon: to maintenance
                                                                    unioue biotic
    tSlBte OosignateC erean fpr_pfp(ecjiOn/maintenence of aQuatic_li^o unoer the CUej^ J*Vet6f Ac^\
                                                                                         Sec PA TabU 6 (Surtaco Water Pathway!
                                                                                                           or
                                                                                                 PA Table  9 (A-f Pathway)
                                         PA TABLE 6:  SURFACE  WATER PATHWAY
                                               WETLANDS  FRONTAGE VALUES
                                        Joial Lencrth of
                                                                            Assigned Value
                                   Leti than 0. 1  mne
                                   0.1 to  1 mile
                                   Greater than  1 to 2 mtlei
                                   Greater than  2 to 3 miiei
                                   Greater then  3 to * miles
                                   Greater ihon  4 to B miiei
                                   Greater then  8 to 12 miles
                                   Greater then  12  to  16 miles
                                   Greater than  16  to  20 milat
                                   Great*' than  20  rrulo
                                                                                   0
                                                                                   25
                                                                                   50
                                                                                  IOC
                                                                                  150
                                                                                  250
                                                                                  350
                                                                                  450
                                                                                  50C
Surface Water Pathway
page 8-18

-------
                          =     • SURFACE WATER PATHWAY •
I
                                  Focused SI Strategy

                If PA hypothesized release to surface water and targets are
                present:
                   " Sample locations at or near PPE and background
                   • Sample effluent discharge (no background needed)
                   • Sample all drinking water intakes suspected to be exposed
                    (primary targets)
                   • If multiple primary target threats are present, collect sediment
                    samples
             SI Guidance, section 4.6.1                                          OH • 28
                                  Focused Si Strategy

                To establish background
                   • Background and release/target samples must be same sample
                    type
                   • Background samples include:
                    - Sediments upstream of PPE (and out of site influence)
                    - Aqueous samples upstream of PPE (only if drinking water
                      targets are threatened)
             SI Guidance, section 4.6.1                                          OH • 29
    4/94                                                             Surface Water Pathway
                                                                              page 8-19

-------
                           SURFACE WATER PATHWAY
                       Expanded and Single SI Strategy

               Determine whether aqueous samples are needed to demonstrate
               a release
               Collect surface water samples at targets that were not sampled
               earlier
               Sample to expand fishery and wetland boundaries if these are
               important
        Si Guidance, section 4.6.2                                          OH • 30
        Notes:
Surface Water Pathway                                                            4/94
page 8-20

-------
        TABLE 4-10: SURFACE WATER SAMPLES TO SUPPORT A RELEASE AND TARGET
                                    CONTAMINATION
HRS Factors
Observed release
Level I drinking water
Level II drinking water
Level I sensitive
environments
Level II sensitive
environments
Level I fisheries
Level II fisheries
Sediment1
Yes
No
Yes
No
Yes
No
Yes5
Aqueous
Yes
Yes
Yes
Yes
Yes
No
Yes5
Effluent2
Yes
No
Yes
No
Yes
No
Yes5
Sessile
Dentine
Organisms
Yes
No
Yes
No
Yes
Yes3
Yes3
Non-sessile
Denthic
Organisms
No
No
No
No
No
Yes5-4
No
Finfish,
Amphibians, j
and Reptiles
No
No
No
No
No
Yes3'4
No
1 No benchmarks available; evaluate as Level II contamination.
J Does not require comparison to background to document a release.
3 Sample only tissues of edible species to evaluate human food chain level of contamination.
* Can be used to score Level I targets, but not an observed release; must be collected within boundaries of
surface water contamination.
5 Targets can be evaluated if hazardous substance has a bioaccumulation factor value of 500 or greater.
   Guidance for Performing Site Inspections Under CERCLA, USEPA, 1992
4/94
Surface Water Pathway
           page 8-21

-------
                            SURFACE WATER PATHWAY
                      Surface Water Sampling Strategies

                      • SI Guidance, Table 4-11, Surface Water Sampling
                       Strategies, presents focused, expanded, and single SI
                       sampling criteria and strategies
                      • Prior to sampling, carefully plot sample locations using
                       information gathered during the site reconnaissance and
                       the nonsarnpling investigation
                      • Photodocument sample locations to aid in data
                       evaluation and to resample locations if necessary
         SI Guidance, section 4.6.3                                           OH • 31
         Notes:
Surface Water Pathway                                                              4/94
page 8-22

-------
                 TABLE 4-11: SURFACE WATER SAMPLING STRATEGIES
! CRITERION
Pnmary
objectives
Data quality
Average
number of
samples
Types of
activities
Background
samples
Attribution
samples
QA/QC
samples
FOCUSED SI
To test hypotheses regarding a suspected
release and primary targets
When possible, sample at or beyond targets
to test release hypotheses
Less ngorous (e.g, DUC-II) to rigorous
(e.g., DUC-I)
0 to 6 depending on site hypotheses and
number of surface water targets to sample
Sample easily accessible surface water
locations
Sample sediments at or beyond targets most
likely to indicate contamination
1 background per 3 release samples
May rely on published data
Limited to testing release hypotheses
Enhance confidence in sample results
EXPANDED SI AND SINGLE SI
To document a release based on HRS
requirements
To document targets exposed to actual
contamination and determine levels of
exposure
Rigorous (e.g., DUC-I)
0 to 14 based on HRS documentation
requirements
Resample surface water locations if
previous data did not document a release
or targets exposed to actual contamination
Sample surface water targets not yet
sampled, particularly sensitive
environments and wetlands
Collect multiple aqueous samples from
drinking water intakes where hazardous
substance concentrations are likely to be
near surface water benchmarks
2 background per 3 release samples
Should not rely on published data
Those necessary to attribute a portion of a
release to the site
Those necessary to obtain precise and
accurate data within the SI scope
Guidance for Performing Site Inspections Under CERCLA, USEPA, 1992
                                                                       Surface Water Pathway
                                                                                   page 8-23

-------
                            • SURFACE WATER PATHWAY
                                    CASE STUDY

         EXAMPLE OF SURFACE WATER SAMPLING STRATEGY: FOCUSED SI

Returning to the Lakefield Farm Site example, the site description now includes the Apsley
River, a moderate-to-large water body (streamflow 900 cfs) approximately 200 feet north of the
surface impoundment (see Lakefield Farm Site Sketch 3)  A recreational fishery is located
within the river, and a 10-acre wetland lies 1 mile downstream from the PPE. An unnamed
creek flows into the Apsley River about 750 feet upstream of the PPE, and an outfall to this
creek is 1 mile upstream of this confluence. During the PA, the  investigator suspected a
release to the Apsley River from the Lakefield Farm and a release to ground water.

Because of significant threats to both ground water and surface water and because attribution
is a problem, a focused SI is planned with an expanded SI to be performed if necessary.
Focused SI sampling will test whether ground water and surface water targets are exposed to
contamination.
                             Lakefield Farm Site Sketch 3
                                                                        j-jSED-7
                                              GW-4
          KEY
       Q  Surface wale: sediment simple
       Q  Suffice waler aqueous sample
       •  Source sample
       ••"  Drinking water well
       -Q- Irrigation well
       •yf Fishery
GW-6
GREEN ACUES
SUBDIVISION
 Surface Water Pathway
 page 8-24
                 Municipal Well


                     I
                    GW-7
                                                                       •N 	
                                                                    NOT TO SCALE
                                                   4/94

-------
                                         SURFACE WATER PATHWAY
         SURFACE AND GROUND WATER SAMPLING STRATEGY FOR EXAMPLE SITE:
                                                   FOCUSED SI
       Samples
           Approach
                                                                  Rationale
                                             Nonsampkng
                                            Data  Collection
Municipal well (GW-7)
Sample drinking water pnor to
treatment; sample to document
contamination, identify hazardous
substances, and determine level
of contamination
Determining municipal well
contamination is critical to protecting
public health and to the site screening
decision
Verify aquifer from which well draws,
verify population served
Domestic wells
(GW-3 through GW-6)
Sample nearest domestic wells
suspected to be exposed to actual
contamination
Determining domestic well
contamination is critical to protecting
public health and to the site screening
decision
Verify aquifer from which wells draw;
verify population served
Background for ground
water
Sample drinking water aquifer;
limit number of background
samples
Sample to determine relative
concentrations of hazardous
substances in ambient conditions
Verify aquifer from whtch wells draw
Surface water target
locations
Sample sediments to determine if
contamination is present in the
fishery (SED-4) or wetland
(SED-5, SED-6)
Human food chain or sensitive
environment contamination is vital to
screening decision
Verify linear footage of wetland
exposed to actual contamination
Background for surface
water (SW-1, SED-1)
Limit number of background
samples
Sample to determine levels of
hazardous substances
Collect information about background
sample location,  including setting,
flow, and physical characteristics
(e.g., sediment grain size)
Sources
(SD-1, SL-1.SS-1, SS-2)
Identify hazardous substances
present at the site through
composite samples
Do not sample to increase hazardous
waste quantity if amounts are not close
to HWQ factor value breakpoints
Obtain physical dimensions of
surface impoundment and estimate
area of contaminated soil; verify
number of drums and look for drum
labels
Quality control
(Q-1 through Q-4)
(not shown)
Monitor collection and
decontamination  procedures; one
hnsate for ground water
equipment, one nnsate for surface
water equipment, one trip and one
field  blank
  4/94
                                                                    Surface Water Pathway
                                                                                   page  8-25

-------
                      Section 9:

              Soil Exposure Pathway
       t
      200 feet

       i
School
                            Fence
                  Breach

                  in fence
 •  •
n
                              200 feet
                  Q)
                  U
                  C
                  Q>
                 U.
   XYZ

Corporation
                -n
                (D
                3
                o
                (D
                         Bald Eagle

                         nesting area
                                              Contaminated

                                                Soil
                              I

-------
                          • SOIL EXPOSURE PATHWAY
                            Soil Exposure Pathway

           Pathway score based on:
              • Likelihood that residential, school, or workplace properties are
                contaminated
              • Likelihood that residents, students, or workers are exposed to site
                contaminants
        SI Guidance, section 4.7
OH»1
                            Soil Exposure Pathway:
                              HRS Considerations
                  Waste
               Characteristics
         SI Guidance, section 4.7


Likelihood of
Exposure








—




—
Human
Population
Threat

Worker
Threat

Sensitive
Environment
Threat
OH«2
So/7 Exposure Pathway
page 9-2
       4/94

-------
                             SOIL EXPOSURE PATHWAY
                             Review PA Information

            Determine whether a major pathway of concern is based on:
               • Resident individuals (onsite residents, students)
               • Workers
               • Terrestrial sensitive environments
         S/ Guidance, section 4.7                                             OH • 3
                            Review PA Information

                       Identify number and location of primary targets
                       Identify areas of suspected surficial contamination
                       Identify property boundaries
                       Has contamination already been demonstrated?
         SI Guidance, section 4.7                                             OH • 4
4/94                                                              So/7 Exposure Pathway
                                                                           page 9-3

-------
                          • SOIL EXPOSURE PATHWAY
                     Soil Exposure Pathway Investigation
                          Complete SI data summary soil
                        section using available information
                  See SI Guidance, Appendix B, "SI Data Summary"
         SI Guidance, section 4.7
OH»5
                        Most Important Analytical Data

                        Establishing observed contamination
                        Establishing level of contamination
         SI Guidance, section 4.7
OH'6
So/7 Exposure Pathway
page 9-4
       4/94

-------
                             SOIL EXPOSURE PATHWAY
                     Establishing Observed Contamination

                Must use analytical evidence
                Should demonstrate:
                - Attribution
                - Contamination present at significant levels
                Need to collect two soil samples
                - Background
                - Area of contamination
                If observed contamination cannot be established, do not evaluate
                soil pathway
         SI Guidance, section 4.7                                            OH
                Sampling Criteria for Observed Contamination

               • Must meet criteria for observed contamination (similar to
                observed release for migration pathways), and samples must be
                collected within 2 feet of surface
               • Cannot collect sample beneath impenetrable cover
               • Can infer contamination within a source, not between sources
               • For all sources except soil, one observed contamination sample
                demonstrates an area of surficial contamination for entire source
         SI Guidance, section 4.7                                            OH • 8
4/94                                                              Soil Exposure Pathway
                                                                           page 9-5

-------
                            SOIL EXPOSURE PATHWAY
               Sample for Observed Contamination (Sources)
                      Landfill
                Former drum
                Storage area
                           Area of suspected
                           contamination
      SI Guidance, section 4.7
 OH »9
                           Sampling Considerations

           Sample to identify targets exposed to surficial contamination
              • Resident individuals most heavily weighted
              • Workers
              • Terrestrial sensitive environment
              • Resources


           Sample in direction of targets only
              • Do not sample to delineate total extent of surficial contamination
      SI Guidance, section 4.7
OH- 10
So// Exposure Pathway
page 9-6
           4/94

-------
                            SOIL EXPOSURE PATHWAY
                             Target Considerations

            Resident individuals and workers
               •  Demonstrate contamination on property and within 200 feet of
                 residence, school, or workplace

            Sensitive environments and resources
               •  Demonstrate contamination within boundary
                                                                      OH-11
                    Sample to Define Resident Individuals
                              Areas of vegetation/
                              suspected soil contamination
                                                                     OH. 12
4/94
So/7 Exposure Pathway
           page 9-7

-------
                            SOIL EXPOSURE PATHWAY
                 Estimating Areas of Observed Contamination

              • Sample to identify resident population threat targets
              • Three soil samples (minimum) needed
              • Two soil samples for critical targets that lie along a line
              • One nonsoil source sample can designate an entire source as
                area of observed  contamination
         SI Guidance, section 4.7
                  OH'13
                        Area of Inferred Contamination

                Established between two points of observed contamination
                                      Source
                   0'  100' 200'
         SI Guidance, section 4.7
                                   (aerial view)
   House
— Property boundary
fr Soil sample
                  OH«14
Soil Exposure Pathway
page 9-8
                          4/94

-------
                            SOIL EXPOSURE PATHWAY
                            Inferring Contamination
                                                                     OH»15
                      Evaluating Level of Contamination

              Analytical results are compared with benchmarks
              Populations associated with areas of inferred contamination can
              only be evaluated as Level II resident threat targets
         SI Guidance, section 4.7
      OH«16
4/94
Soil Exposure Pathway
           page 9-9

-------
                         • SOIL EXPOSURE PATHWAY •
                          Levels of Contamination
                                 Soil samples
                                 (all exceeding benchmark)
                                                                   OH«17
                     Additional Sampling Considerations

           • So/7 samples collected for comparison should be similar
              •  Soil type
              •  Same soil horizon
              •  Mineralogy
              •  Composition
           • For background, observed contamination, and metals analysis
            samples, need similar:
              •  Texture
              •  Color
              •  Grain size
           • ForHRS purposes, grab samples are preferred
        SI Guidance, section 4.7
OH 08
So;7 Exposure Pathway
page 9-10
        4/94

-------
                             SOIL EXPOSURE PATHWAY
                            Establishing Background

            Background samples should:
               •  Represent uncontaminated conditions
               •  Be collected from undisturbed areas
               •  Not be collected from drainage channels
               •  Be collected within 1-3 days of release sample (can use results
                 from nearby sites for focused SI)
         SI Guidance, section 4.7                                            OH • 19
                              Focused SI Strategy

               • Review PA hypotheses concerning suspected observed surficial
                contamination and exposed targets
               • Establish areas of observed contamination
               • Target resident individual exposures
               • Can use inferred contamination areas
               • Less rigorous data quality
      SI Guidance, section 4.7.1                                              OH • 20
4/94                                                             Soil Exposure Pathway
                                                                           page 9-11

-------
                            SOIL EXPOSURE PATHWAY
                        Expanded and Single SI Strategy

                Focus on documentation of target exposure
                Sample locations not sampled during earlier investigations
                Establish and document background
                Rigorous quality control
         SI Guidance, section 4.7.1
OH-21
                             Soil Sampling Strategy
                     SI Guidance, Table 4-14, Soil Sampling Strategies,
                     compares criteria and activities associated with focused,
                     expanded, and single Sis
         SI Guidance, section 4.7.1
OH« 22
Soil Exposure Pathway
page 9-12
         4/94

-------
                       TABLE 4-14:  SOIL SAMPLING STRATEGIES
CRITERIA
Primary
objectives
Data quality
Average
number of
samples
Types of
activities
Background
samples
Attribution
samples
QA/QC
samples
FOCUSED SI
To test hypotheses regarding suspected
observed surficial contamination and
targets exposed to actual contamination
Less rigorous (DUC-II) to rigorous
(DUC-I); depends on objectives
0 to 10 depending on site hypotheses and
resident population to investigate
Sample source and target areas indicating
possible surficial contamination, exposed
or within 2 feet of surface
Limited
May not be necessary for some organics
May rely on published data
Limited
As approved by Regional guidelines
EXPANDED SI AND SINGLE SI
To document target exposure to hazardous
substances related to site sources
Rigorous (DUC-I); depends on objectives
0 to 20 based on documentation requirements
and number of sources and targets
Resample locations if previous data did not
demonstrate areas of observed contamination or
targets exposed to actual contamination
Sample other resident target properties not yet
sampled
Collect multiple samples from properties where
hazardous substance concentrations are likely to
be near benchmarks
As many as necessary; research natural soil
concentrations as well as development history in
the area to select critical background sample
locations; use aerial photographs.
Those necessary to attribute substances to the
site being evaluated
Minimum 1 split and 1 blank or per Regional
guidelines
Guidance for Performing Site Inspections Under CERCLA, USEPA, 1992
                                                                        Soil Exposure Pathway
                                                                                    page 9-13

-------
                              SOIL EXPOSURE PATHWAY •
                                    CASE STUDY

               EXAMPLE OF SOIL SAMPLING STRATEGY: FOCUSED SI

The Carveth Landing site is a dump near a residential neighborhood and elementary school
(see Carveth Landing site sketch). The PA reported that dumping occurred for an unknown
period of time and allegedly included paints, organic and inorganic substances, and construc-
tion debris. The area is devoid of vegetation.  Sources at the site include several piles of 5-
gallon containers and two poorly defined areas of stained soil. Pigeon River, which flows at
1,600 cubic feet per second and is located 400 feet east of the site, has flooded twice in the
past 7 years. Commercial and recreational oyster beds are downstream of two PPEs to sur-
face water. The PA concluded that flooding may have carried hazardous substances into the
surface water and onto adjacent school and residential properties. Hazardous substances
associated with the site are not known, but could involve metals typically found in paints.

                             Carveth Landing Site Sketch
              XS-3
                          XS-4
                                         XS-5
   Key
 • Source simple
 .A. SoLJ sample

 LJ Sediment simple
>^ Tuhcry
 ^ XS = Expended SI soil sample
                    . XS-ll
                        SS-10

                        X SS-9
               SCHOOL
 Soil Exposure Pathway
 page 9-14
                                                                     XS-10
                                                                                   4/94

-------
                         SOIL EXPOSURE PATHWAY
      SOIL AND SURFACE WATER SAMPLING STRATEGY FOR EXAMPLE SITE
                              FOCUSED SI
Samples
Surface water locations
(SED-3, SED-4)
Residential soil samples
Background soil
(SS-7, SS-8)
Background surface
water (SED-1, SED-2)
Sources
(SS-1 through SS-6)
Quality control
(Q-1 through Q-3)
Approach
Sample sediments to
demonstrate a release,
determine if contamination is
present and level of
contamination
Sample to determine if nearby
residential properties (SS-11,
SS-1 2, SS-1 3) and the school
yard (SS-9, SS-10) are exposed
to surficial contamination
Limited
Collect sediment samples
upstream of PPEs, ensure
samples are beyond tidal
influence of hazardous
substance migration
Identify hazardous substance
present at the site, sample to
test hypothesis of surficial
contamination
Monitor sample collection and
decontamination procedures;
two nnsates and one trip blank
Rationale
Investigate release to surface
water and determine rf fishery is
exposed to actual contamination
Investigate population exposure to
hazardous substances
Sample to determine relative levels
of hazardous substances under
ambient conditions and to better
define effects of flooding at site
Sample to determine relative levels
of hazardous substances under
ambient conditions
Do not sample to increase
hazardous waste quantity because
amounts are not close to HWQ
factor value breakpoints

Nonsampling
Data Collection
Document use of river for fishing,
estimate annual commercial food
chain production for oysters
Determine number of people per
residence and number of
students attending school
If available, obtain historical
aerial photographs and FEMA
maps, research natural
background levels of metals
Research other potential sources
of hazardous substances
Estimate physical dimensions of
stained soil; count paint pails and
look for drum labels

4/94
Soil Exposure Pathway
         page 9-15

-------
                                 SOIL EXPOSURE PATHWAY


                                        CASE STUDY
                 EXAMPLE OF SOIL SAMPLING STRATEGY:  EXPANDED SI

 An expanded SI was performed at the Carveth Landing site using the following sampling
 strategy.
                     SOIL SAMPLING STRATEGY FOR EXAMPLE SITE
                                       EXPANDED SI
         Samples
        Approach
        Rationale
     Nonsampling
    Data Collection
Resident samples
(XS-7, XS-8.XS-9, XS-11
through XS-17)
Sample to document resident
targets and levels of actual
contamination
To establish observed
contamination on residential
and school properties, target
samples must be 3 or more
times the ambient
background levels
Determine number of
residents, property
boundaries, and number
of students
Background
(XS-3 through XS-6, XS-10)
Sample areas less influenced
by site; document
contamination attributable to
site
Show that target
contamination is attributable
to the site, rather than other
potential sources of lead;
ensure sufficient background
samples for HRS
documentation
Quality control
(Q-1 through Q-6)
Monitor sample collection and
decontamination procedures;
transport and handling
procedures; two equipment
rinsates, two duplicates, one
field blank, one replicate
Ensure sufficient QA/QC
samples for HRS
documentation
  Soi7 Exposure Pathway
  page 9-16
                                                                4/94

-------
                                Section 10:
                               Air Pathway
Potential sources
of a release to air
           Fire
     Burn operation (odors
      gases, participates)
                                                                         Contaminants may
                                                                        settle on buildings or
                                                                          settle onto soils
                                   Mine tailings
                                       pile
                                    Sensitive Environment
                                    (e.g., habitat, park, or
                                      recreation area)
                                                    Dry and dusty
                                                 conditions may cause
                                                   particulates to be
                                                    blown offsite
       Waste water
         lagoon
   May release
vapors/gases that are
 detected by nearby
  residents/workers
Contaminated
    soils

-------
                                   AIR PATHWAY
                             Air Pathway Evaluation

            Pathway score based on:
               • Likelihood that airborne contaminants are migrating from site
               • Likelihood of detecting contaminants at human and sensitive
                environment targets
         SI Guidance, section 4.8                                              OH • 1
                              Review PA Information

               • Was air pathway significant to preliminary score?
               • Identify sources (source areas)
               • Identify primary targets and primary target populations
               • Identify most dispersible substances
         SI Guidance, section 4.8                                              OH • 2
Air Pathway                                                                        4/94
page 10-2

-------
                                  AIR PATHWAY
                         Air Pathway Investigation
               Complete the SI data summary air section using available
               information.

               This information may help determine whether to evaluate the
               pathway.
                           See SI Guidance,  Appendix B,
                      SI Data Summary, pages B-19 through B-21
      SI Guidance, appendix B
OH* 3
                      When Is Air Sampling Appropriate?

            Is air the only significant pathway?
               • Typically expanded or single SI activity

            Evaluating air pathway during focused SI
               • Generally sample air only if immediate human health threat exists
               • Monitor to better assess release potential
         S/ Guidance, section 4.8
OH* 4
4/94
  Air Pathway
   page 10-3

-------
                               • AIR PATHWAY •
                      Air Pathway: MRS Considerations
Waste
Characteristics


Likelihood of
Exposure


Targets
                                                         Likelihood
                                                        of Detection
        SI Guidance, section 4.8
OH»5
                     Air Pathway:  Likelihood of Release

                       Depends on nature of source
                          • Chemical properties
                          • Thickness of cover

                       Affected by atmosphere
                          • Wind direction
                          • Temperature
        SI Guidance, section 4.8
OH«6
Air Pathway
page 10-4
       4/94

-------
                                  AIR PATHWAY
                   Observed Release by Direct Observation

                Participate emission seen entering atmosphere directly
                Use photographs to document emissions
                Need information supporting that emission material contains
                hazardous substance
                - Existing analytical data
                - Manifests
                - Soil or source samples
                Sample source to document direct observation
         SI Guidance, section 4.8
OH »7
                   Observed Release by Direct Observation
                Mine tailings pile
                                                               OBQ
                                                               £«^R»<,
                                                  Residential area
                                                                       OH-8
4/94
 Air Pathway
   page 10-5

-------
                                 AIR PATHWAY
                       Air Pathway: Observed Release

           Background and release samples should be similar
              • Collection and analysis
              • Same time frame

           Background sample locations should be outside influence of site
           to ensure attribution
                                                                    OH»9
                            Air Pathway:  Targets

              • Do not need to sample air targets directly
              • Observed release can demonstrate actual contamination of
               targets within the distance category
                                                                    OH«10
Air Pathway                                                                   4/94
page 10-6

-------
                                    AIR PATHWAY
                                    Air Targets
                                      451 people
                                                                         OH-11
                          Air Sampling Considerations

                 Sample targets within a 0.25-mile target distance limit
                 Conduct before or after other sampling activities (not during)
                 May require more than one sampling event
                 Should not be conducted near facilities discharging  into air
                 Monitoring stations should be located near sources
         SI Guidance, section 4.8.3
OH-12
4/94
   Air Pathway
    page 10-7

-------
                                  AIR PATHWAY
                              Focused SI Strategy

           Air sampling for CLP analysis should not be conducted during
           focused SI

           Ambient air screening may be appropriate
               • Health and safety
               • Release detection
         SI Guidance, section 4.8.1                                          OH • 13
                       Expanded and Single SI Strategy

                Single SI option is selected if air is only pathway of concern
                Conduct sampling:
                -  If air pathway is of concern
                -  If public health is threatened
                Minimum 12-hour sampling time to reduce variability
                Determine predominant wind direction
                Rigorous quality control
         S/ Guidance, section 4.8.2                                           OH • 14
Air Pathway                                                                      4/94
page 10-8

-------
                                 AIR PATHWAY
                       Expanded and Single Si Strategy:
                           Establishing Background

                       Necessary at this stage
                       Upwind or cross-wind samples acceptable
                       Multiple samples preferred
         SI Guidance, section 4.8.2
OH'15
                          Establishing Background
                                    Wind direction
                                                                    OH-16
4/94
  Air Pathway
    page 10-9

-------
                                    AIR PATHWAY
                                    CASE STUDY

                       EXAMPLE OF AIR SAMPLING STRATEGY

Vega Ore is a remote site near Smalltown where ore is processed for the extraction of lead,
zinc, and silver  (see Vega Ore site sketch).  The site has been operating since 1930, and
current activities are very limited. Waste sources include three tailings piles, a drum storage
area for acids, and an aboveground tank.

The nearest residence is 1,000 feet from a tailings pile. Smalltown relies on drinking water
from an intake 3 miles away.  A national park is located 900 feet from the site. A total of six
ranches within 0.25 miles of the site rely on bottled water and cisterns for drinking water.
Based on PA research, the significant threats posed by Vega Ore involve suspected migration
of hazardous  substances through air that may impact people and sensitive environments. No
ground water targets exist, and the nearest surface water body is more than 2 miles from the
site.

                                 Vega Ore Site Sketch
                                    J'rrYilllnj wlod dlrcclloc
                                     during sir sampling
                                                                   Nnuontl Park
 Air Pathway
 page 10-10
4/94

-------
                                                     AIR  PATHWAY
                              AIR SAMPLING STRATEGY FOR EXAMPLE SITE
       Samples
             Approach
                                               Rationale
                                              Nonsampling
                                             Data Collection
Release and air targets
(A-4 through A-6)
Sample to test if contamination is
present and determine level of actual
contamination

Monitor wind speed, direction, and
other atmospheric conditions
Determining whether the 0.25-mile
target distance category is exposed
to actual air contamination is vital to
investigating the public health and
the screening and listing decisions
Determine population of Smalltown
lying within the 0.25-mile target
distance category from site sources

Determine number of workers at Vega
Ore

Determine boundaries of national
park
Support for release and
air targets (A-7, A-8)
Sample to test if other sources of air
contamination exist in the site
vicinity, or if wind direction changes
during the sampling event, establish
cross-wind sample stations
Support determining whether the
0.25-mile target distance category is
exposed to actual contamination
Background
(A-1 through A-3)
Sample to collect background levels
of ambient air concentrations

Sample to determine background soil
levels
Sample to determine relative levels of
particulate hazardous substances  in
ambient conditions

Ensure sufficient background
samples for listing purposes
Identify other sources of particulate
emissions in area

Collect descriptive information for all
background sample locations
Sources
(SS-1 through SS-5)
Identify hazardous substances
present at the site through surficial
soil samples and tailing samples
Do not sample to increase hazardous
waste quantity (amounts are not
close to HWQ factor value
breakpoints)
Obtain physical dimensions of tanks,
drums, and tailings piles, and
estimate area of contaminated soil;
verify number of drums and look for
drum labels
Quality control
(Q-1 through Q-4)
(not shown)
Monitor sample collection and
decontamination procedures; 2 trip
blanks and 2 duplicates
Ensure sufficient QA/QC samples for
listing purposes
  4/94
                                                                                       Air Pathway
                                                                                        page 10-11

-------
Section 11:
 Radiation

-------
                                    RADIATION
                                    Definitions
         1. Radioactive Substance—Solid, liquid, or gas containing atoms
           of a single radionuclide or multiple radionuclides.

         2. Radionuclide/radioisotope—Isotope of an element exhibiting
           radioactivity.  For HRS purposes, "radionuclide" and
           "radioisotope" are used synonymously.

         3. Radioactivity—Property of those isotopes of elements that
           exhibit radioactive decay and emit radiation.

         4. Radiation—Particles (alpha, beta, neutrons) or photons  (X- and
           gamma-rays) emitted by radionuclides.
         HRS Final Rule, section 1.1, page 51586
OH«1
                          Radioactive Substances Are:

                Hazardous substances under CERCLA and should be considered
                in HRS scoring
                Treated as additional wastes with special properties under the
                HRS

                      Special analytical data requirements apply
        HRS Final Rule, section 7.0, page 51663
OH«2
Radiation
page 11-2
        4/94

-------
                                    RADIATION
                         Three Groups of Radionuclides

               1.  Naturally occuring or ubiquitous in the environment
               2.  Man-made radionuclides not ubiquitous in the environment
                  (elements beyond atomic number 92:  uranium)
               3.  Gamma radiation
         HRS Final Rule, section 7.1.1, page 51663;
         SI Guidance, section 4.9.4, page 89
OH«3
                              Radiation Measurement

         Radiation is measured in activity units (curies)

         Curie (Ci):  Measure used to quantify radioactivity. One curie equals
                    37 billion nuclear transformations per second and one
                    picocurie (pCi) equals 10'12 Ci.
Media
Soil
Ground/surface
water
Air
Unit Measurement
pCi/kg
pCi/L
pCi/m3
         HRS Final Rule, section 7.1.1, page 51663
OH«4
4/94
    Radiation
    page 11-3

-------
                                    RADIATION
                              CERCLA Exclusions

         Section 101(22) of CERCLA excludes a limited category of
         radioactive materials, making them ineligible for CERCLA response
         or the NPL

         1.  Excludes releases of source uranium or thorium..., by-product or
            material  made radioactive by exposure to radiation from the use
            or production of special nuclear material (plutontum, 233U,
            enriched 233U, 235U) or any material that the NRC determines to
            be special nuclear material subject to section 170 of the AEC
            Act.

         2.  Any release of source, by-products, or special nuclear material
            from any processing site specifically designated under the
            Uranium Mill Tailings Radiation Control Act of 1978.


         HRS Guidance, page 19                                              OH • 5
                       Potential Radioactive Waste Sites

                Pose special hazards for field investigators (gamma radiation)
                Less than 2 percent of CERCLIS sites involve radioactive
                materials
                Detailed investigations and information are handled by EPA's
                Office of Radiation Programs (ORP)
         PA Guidance, section 2.7, page 34                                       OH • 6
Radiation                                                                          4/94
page 11-4

-------
                                     RADIATION
                  Facilities That Contain Radioactive Materials

                 DOD/DOE research labs, contractors, and suppliers
                 Public/private energy production and research labs
                 Ore mining, milling, and processing industries
                 Deep well injection sites
                 Aircraft, submarine, and shipbuilding companies
                 Businesses that manufacture, use, store, or dispose of
                 radiopharmaceuticals
                 Industrial radiography (X-rays)
         PA Guidance, section 2.7, page 34
OH«7
                        Evidence of Radioactive Materials

               • Presence of drums and containers with radiation symbols
               • Permits, manifests, and records of radioactive materials
               • Above-background readings on a radiation meter

               (EPA action guideline: readings > 1 milliroentgen/hour for
               gamma radiation; evacuate area!)
         PA Guidance, section 2.7, page 34
OH* 8
10/94
    Radiation
    page 11-5

-------
                                    RADIATION
                           Radiation Sampling* Goals

               •  Identify radionuclides and activity concentrations in situ, both
                 onsite and offsite
               •  Locate elevated sources of radioactivity and external radiation
                 exposure rates
               •  Estimate areal extent of contamination and major migration
                 pathways
               •  Confirm radiation releases
               •  Determine site-specific background radioactivity and exposure
                 rates
               •  Document Level I and Level II contamination
               •  Support QA/QC requirements (samples require CLP SAS)
                      * After consultation with a health physicist

         SI Guidance, section 4.9.1, pages 86-88                                  OH • 9
               Factors That Are Evaluated Differently under MRS
                               in All Four Pathways
                      • Observed release
                      • Toxicity
                      • Persistence
                      • HWQ
               Refer to MRS Final Rule, section 7, for specific information
         MRS Final Rule, table 7-1, page 51663                                   OH • 10
Radiation                                                                         10/94
page 11-6

-------
                                     RADIATION
                                Observed Release

                 Direct observation for each migration pathway except soil
                 Measured concentration in activity units in all four pathways
         SI Guidance, section 4.9.4, pages 89-90                                 OH • 11
                                Observed Release

            1. Observed release for naturally occurring radionuclides

               •  Concentrations that exceed upper limit of regional background for
                 a specific nuclide and media type
               •  Must be attributable to site

            2. Observed release for man-made radionuclide without
               ubiquitous background concentrations in the environment

               •  Measure concentrations that equal or exceed the SQL* for that
                 nuclide in a specific media
               •  Must be attributable to site

               * If CLP-generated data, use CRQL in place of SQL;
                if non-CLP-generated data, use IDL in place of SQL

         SI Guidance, section 4.9.4, pages 89-90                                  OH • 12
4/94                                                                          Radiation
                                                                             page 11-7

-------
                                    RADIATION •
                 Observed Release for Soil Exposure Pathway

                Must be present at surface or covered by 2 feet or less of cover
                material
                Exceeds the upper-limit value of the range of regional background
                concentration values for that specific radionuclide in that type of
                sample
                Must be attributable to the site
                Excludes gamma radiation
         S/ Guidance, section 4.9.4, page 89;
         MRS Final Rule, section 7.1.1, page 51664                               OH • 13
                                                                                    4
                 For Observed Release with Gamma Radiation

                Concentration equals or exceeds 2 times the site-specific
                background gamma radiation exposure rate
                Must be attributable to the site
                Does not have to be within 2 feet of the surface
         HRS Final Rule, section 7.1.1, page 51664                               OH • 14
RacBafl'on                                                                        10/94
page 11-8

-------
                                             RADIATION  •
                               Hazardous Waste Quantity (HWQ)

                        Use activitiy units (curies) to evaluate sources
                        Need source area and depth (volume in cubic yards or gallons)
                        Need net activity concentration of each nuclide (after subtracting
                        background concentration)
                        Evaluate radionuclide constituent quantity (tier A) or wastestream
                        quantity (tier B)
                SI Guidance, section 4.9.2, pages 88-89                                  OH • 15
~
                                HWQ

Tier A:  Based on activity content. Convert from curies to equivalent
       pounds of nonradioactive hazardous substances by
       multiplying the activity estimate or area of observed
       contamination by 1,000. Assign the product as a constituent
       quantity value.

TierB:  Based on activity content. Estimate total volume (cubic
       yards or gallons); divide cubic yards by 0.55 and gallons by
       110 to obtain equivalent pounds of noradioactive hazardous
       substances.  Assign resulting value as radionuclide quantity
       value.

Select the higher value for HWQ


HRS Final Rule, section 7.2.5.7, pages 51665-51666                         OH • 16
       4/94                                                                            Radiation
                                                                                      page 11-9

-------
             Section 12:
      Site Inspection Evaluation
            and Reporting
          WC x LR x T
            82,500
Site Score =
o  2 + Q 2 + c 2 + Q 2
°gw  °w  ^ °s  °a
          Narrative Report
          SI Scoresheets

-------
                           EVALUATION AND REPORTING
                             SI Evaluation: Overview
                          Review and Validate Analytical Data
                           Identify Analytical Data for Scoring
>
<
Review Nonsampling Information
                                        \
                                      Score Site
         SI Guidance, chapter 5
OH»1
                           SI Evaluation:  Data Review

                 Compile all data
                 - Existing
                 - New SI data
                 Include sampling and nonsampling information
                 Evaluate existing analytical data using procedures outlined in
                 chapter 3 of the SI guidance
                 Evaluate new analytical data against performance criteria in SI
                 work plan
         SI Guidance, section 5.1
OH'2
Evaluation and Reporting
page 12-2
        4/94

-------
                            EVALUATION AND REPORTING
                           SI Evaluation: Data Review

                Review should be conducted by the site investigator and project
                chemist
                SI Guidance, table 5-1, provides data review considerations
         SI Guidance, section 5.1
        OH«3
      Notes:
4/94
Evaluation and Reporting
           page 12-3

-------
                              TABLE 5-1: DATA REVIEW CONSIDERATIONS
        D  Review data reports for transcription and typographical errors (e.g., 0.5 v. .05; ppb v. ppm)
        D  Determine if sampling protocols were appropriate
        D  Compare data against field and trip blanks to detect cross-contamination
        D  Compare field replicates samples
        D  Review laboratory QC (e.g., laboratory blanks, method standards, spike recover}', duplicates)
        D  Summarize detection limits for non-detectable results
        D  Review detection limits for positive but non-quantifiable data
        D  Review sampling program design for assessing media variability
        D  Review background concentrations to help identify site-specific contamination
        D  Delete unusable data, attach qualifiers to usable data, and explain limitations of qualified data
     Guidance for Performing Site Inspections Under CERCLA, USEPA. 1992
Evaluation and Reporting
page 12-4

-------
                           EVALUATION AND REPORTING
                        SI Evaluation: Data Review

             Scope of data review reflects use requirements
             Problems with data packages should be resolved with laboratory
      SI Guidance, section 5.1
        OH'4
                    SI Evaluation:  Identify Data for Scoring

            MRS aspects that depend on analytical data
               • Observed releases
               • Observed contamination (soil pathway)
               • Targets exposed to actual contamination
               • Levels of target contamination
               • Hazardous waste quantity

            Can use CLP and non-CLP data deemed suitable for SI objectives
      SI Guidance, section 5.2
        OH«5
4/94
Evaluation and Reporting
           page 12-5

-------
                           EVALUATION AND REPORTING
                       Si Evaluation:  Identify Data for Scoring

               Criteria for establishing acceptable minimum data quality:
                  • Intended use of data
                  • Specific site hypothesis being tested
                  • Particular HRS factor being examined
                  • Levels of target contamination
                  • Hazardous waste quantity
         SI Guidance, section 5.2                                              OH • 6
                       SI Evaluation:  Identify Data for Scoring

                   Determine usability of qualified data
                   Qualifiers are added to data during laboratory analysis or data
                   validation
         SI Guidance, section 5.2                                              OH • 7
Evaluation and Reporting                                                              4/94
page 12-6

-------
                           EVALUATION AND REPORTING
                        Analytical Data Review Process
                                             Quality assured
                                             legally defensible
                                                                        OH«8
                    SI Evaluation:  Identify Data for Scoring

            Qualified Analytical Data
               •  Data with attached letter code or "flag" indicates QA/QC problems
                 or questions concerning chemical  identity or concentration
               •  Flag assigned by analyzing laboratory or person validating data
                                                                        OH'9
4/94
Evaluation and Reporting
           page 12-7

-------
                          EVALUATION AND REPORTING
                    SI Evaluation: Identify Data for Scoring
           Example of Qualifed Data
Samples
Trichloroethylene
Tetrachloroethylene
Phenol
1
40J
25U
330U
2
160
150J
390
3
120
100R
19.000J
4
30J
45
490
                            Concentrations (ppb)
                                                                     OH-10
                    SI Evaluation:  Identify Data for Scoring

           Common Qualifiers in CLP Data
              • J-flag: Concentrations are estimated; identification of hazardous
                substances certain
              • U-flag: Compound analyzed for but not detected
              • R-flag: QC indicates data are unusable
              • Specific meaning of a qualifier may vary
                                                                      OH-11
Evaluation and Reporting
page 12-8
4/94

-------
                           EVALUATION AND REPORTING
                   SI Evaluation: Nonsampling Information

                      • Review SI data summary sheets
                      • Update with new information if needed
                       - Changes in site conditions (e.g., a removal)
                       - Changes in targets
                      • Assess quality of nonsampling information
         SI Guidance, section 5.3
       OH-12
                           SI Evaluation: Site Score
                    General Strategy
               • Characterize sources
               • Focus on significant pathways
         SI Guidance, section 5.4
       OH»13
4/94
Evaluation and Reporting
           page 12-9

-------
                        EVALUATION AND REPORTING
                        Si Evaluation: Site Score

              SI worksheet
              PREscore software program
              MRS scoresheets
              Other evaluation tools developed by EPA regional or state offices
             See SI Guidance, Appendix C, Site Inspection Worksheets
        SI Guidance, section 5.4
                        14
                        SI Reporting Requirements
                  Narrative
                   Report
 Score
Sheets
                                                               OH-15
Evaluation and Reporting
page 12-10
                             4/94

-------
                           EVALUATION AND REPORTING
                         SI Reporting:  Narrative Report

            Report should:
               • Describe history and nature of waste handling at site
               • Describe known hazardous substances
               • Describe pathways of concern
               • Identify and describe targets
               • Present SI analytical results
         SI Guidance, section 6.1
       OH»16
                         SI Reporting: Narrative Report

                Can be letter report or stand-alone document
                Factual statements should be supported by references
                References not generally available should be attached
                Structure and format should follow format in Exhibit 6-1,  SI
                Narrative Report Format
         SI Guidance, section 6.1
       OH-17
4/94
Evaluation and Reporting
          page 12-11

-------
                             EXHIBIT 6-1:  SI  NARRATIVE REPORT FORMAT
  !  INTRODUCTION

         State that an SI was performed, the name of the agency performing it, and the authority under which it
         was conducted (e.g., CERCLA as amended b> SARA, and EPA contract or cooperative agreement;.

         State the site name, CERCLIS identification number, and location (street address, city, county, State,
         latitude/longitude coordinates).  If necessary, provide brief directions  to the site.

         State the purpose, scope, and objectives of the SI.

    SITE DESCRIPTION AND REGULATORY HISTORY

         Identify the type of site (e.g., plating facility, chemical plant, municipal landfill), whether it is active or
         inactive, and years of operation. Describe its physical setting (e.g., topography, local land uses).
         Include the appropriate portion of a USGS 7.5-minute topographic map locating the site and showing a
         1-mile  radius.  On  the map, identify the surface water drainage route; nearest well, drinking water
         intake,  and residence; and wetlands and other sensitive environments. Include a drafted sketch showing
         site layout, source areas, and features on and around the site.

         Briefly summarize dates and scope  of previous investigations.

      •   Describe prior land use and past regulatory activities including the site's RCRA status, permits, permit
         violations, and inspections by local, State, or Federal authorities.  Discuss  any citizen complaints.

    OPERATIONAL HISTORY AND WASTE CHARACTERISTICS

      •   Provide an operational history of the site.  Identify current and former owners and operators, and
         describe site activities.  Identify and describe wastes generated, waste disposal practices, waste source
         areas, waste source containment, and waste quantities.  Indicate source  areas on the site sketch.

         Discuss any previous sampling at the site; provide dates of sampling  events and sample types.
         Summarize analytical results in a table. Include a site map of all previous  sample locations.

         Discuss SI source sampling results. List in a table each waste source sample and summarize analytical
         results. Include a site map of all waste source and pathway sample locations.

      •   Identify hazardous substances associated with sources.

      •   Describe accessibility  to source  areas.

     GROUND WATER

      •   Describe the local geologic and hydrogeologic setting (e.g., stratigraphy, formations, aquifers, karst
         features, confining layers, depth and permeability to each aquifer).
4
   Guidance for Performing Site Inspections Under CERCLA, USEPA. 1992
Evaluation and Reporting
page 12-12

-------
                   EXHIBIT 6-1: SI NARRATIVE REPORT FORMAT (continued)
 GROUND WATER (continued)

  •  Discuss ground water use within a 4-mile radius of the sources.  Idenufy the nearest private and
     municipal drinking water wells and state the distance from sources.  Quantify drinking water
     populations served by wells within 4 miles, differentiating between private and municipal wells and
     specifying  aquifers.  Identify any municipal wells that are pan of a blended system; state number of
     wells, locauons, pumping rates, and  aquifer from which water is drawn. Idenufy wells in karst aquifers.

  •  Identify designated wellhead protection areas (WHPA) and specify location.

  •  Discuss any previous ground water sampling results; provide dates of sampling events and the depths
     and names of sampled aquifers.

  •  List in a table each well or spring sampled during the SI, provide the depth from which it draws
     drinking water and the screened  interval, quantify the population associated with it, and identify its
     distance from site sources.  Discuss  SI ground water sampling results.  List in a table each sample and
     summarize analytical results.  Include a site map of sample locauons. Identify drinking water wells
     exposed to hazardous substances and quantify the drinking water populations  served by each.

 SURFACE WATER

  •  Describe the local hydrologic setting, including site location with respect to floodplains, and the
     overland and in-water segments of the surface water migration path.  State the distance from the site to
     the probable point of entry (PPE) into surface water.  Identify the water bodies within the in-water
     segment, and state the length of  reach and flow  or depth characteristics of each; describe tidal influence.
     Include a drafted  sketch of the surface water migration path.  Describe upgradient drainage areas, onsite
     drainage (including storm drains, ditches, culverts, etc.), facility discharges into surface water, permits,
     and historical information, including floods, fish kills, fishery closures, and other events.

  •  Indicate whether  surface water within the target  distance limit supplies drinking water.  Identify the
     location and state the distance from the PPE to each drinking water intake. Quantify the  drinking water
     population served by surface water and identify  blended systems.

  •  Indicate whether  surface water within the target distance limit contains fisheries.  Identify and state the
     distance from the PPE to each fishery; briefly characterize each fishery.

  •  Indicate whether  sensitive environments are present within or adjacent to the in-water  segment.  Identify
     and state the distance from the PPE to each sensitive environment Describe  each sensitive environment
     and state the frontage length of wetlands on surface water.

  •  Discuss any previous surface water sampling results, dates, locations, and types of samples.

  •  Discuss SI surface water sampling results. List  in a table each sample and summarize analytical  results.
     Identify surface water intakes exposed to hazardous substances and quantify the drinking water
     populations served by each. Identify fisheries exposed to hazardous  substances and quantify the  food
     chain populauon  associated with each.  Identify sensitive environments and wetlands exposed to
     hazardous  substances; quantify the frontage of exposed wetlands.
Guidance for Performing Site Inspections Under CERCLA, USEPA,  1992
                                                                                  Evaluation and Reporting
                                                                                                  page 12-13

-------
                      EXHIBIT 6-1: SI  NARRATIVE REPORT FORMAT (continued)
    SOIL EXPOSURE

         State the number of workers on properties with site-related contamination.

         State the number of people who live on properties with site-related contamination and within 200 feet
         of an area of observed contamination.  State the hazardous substance concentration and compare to
         health based benchmarks.

     •   Identify schools and day care facilities within 200 feet from an area of observed contamination on the
         school property and state the number of attendees.

         Identify terrestrial sensitive environments and resources in an area of observed contamination.

         State the number of people who live within  1 mile travel distance of the site.

         Discuss any previous  sampling results of sources of surficial materials, including dates and locations.

     •   Discuss SI surficial source samples.  List each sample in a table and summarize analytical results.

    AIR

     •   Identify the location of, and state the distance to, the nearest individual.  State the population within 4
         miles of the site, including  students and workers.  Identify sensitive environments on sources and
         within 4 miles.

     •   Discuss any previous  air sampling results, including dates, locations, sampling procedures, and
         meteorological conditions.

     •   Discuss SI air sampling procedures and results. Identify sample locations on a map.  List in a table
         each sample and summarize analytical results.

    SUMMARY AND CONCLUSION

     •   Briefly summarize the major aspects of the  site and its history that relate to the release or threatened
         release of hazardous substances and the exposure of targets. Briefly summarize principal pathways and
         targets of concern.

     •   Summarize sampling  results, including substances detected  in site sources and in environmental media.

    PHOTODOCUMENTATION LOG

      •   As an attachment, provide photographs of the site taken during the SI depicting pertinent site features
         such as waste source areas, containment conditions, stained soil, stressed vegetation, drainage routes,
         and sample locations. Describe each photograph in captions or accompanying text.  Key each photo  to
         its  location on the site sketch.
   Guidance for Performing Site Inspections Under CERCLA. USEPA, 1992
Evaluation and Reporting
page 12-14

-------
                  EXHIBIT 6-1: SI NARRATIVE REPORT OUTLINE (concluded)
 APPENDICES

   •   Analytical results reports

   •   QA Report

      Other attachments

 REFERENCES

   •   List, in bibliographic citation format, all references cited in the SI report.

      Attach copies of references cited in the SI report. Include complete copies of site-specific references
      (e.g., USGS topographic maps, records of communication, drinking water population apportionment and
      calculation worksheets, GEMS and other database printouts, waste handling records or shipping
      manifests).  Include only the title page and pertinent excerpts of publicly available references (e.g.,
      geologic reports).
Guidance for Performing Site inspections  Under CERCLA, USEPA,  1992
                                                                             Evaluation and Reporting
                                                                                            page 12-15

-------
                          EVALUATION AND REPORTING
                   SI Reporting:  Score and Documentation

           During SI scoring, investigator should:
              • Start at beginning of package and work through systematically
              • Document all assumptions
              • Develop references

           Evaluate SI Results
              • Use Table 6-1, Additional Evaluation of SI Results, to aid in
                decisions
         SI Guidance, section 6.2                                            OH • 18
                             SI Reporting: Reviews

            SI reports and scoresheets undergo three separate reviews
              • SI investigator conducts detailed review of SI report and
                scoresheets for completeness and internal consistency
              • Independent reviewer reviews analytical data and internal
                consistency
              • EPA regional officials and state personnel review reasonableness
                and whether SI objectives were met
         SI Guidance, section 6.3                                            OH • 19
Evaluation and Reporting                                                            4/94
page 12-16

-------
                          EVALUATION AND REPORTING
                           Site Disposition Decision

           Recommendation based on site score
              • No further remedial action planned (NFRAP)
              • Expanded SI (if focused SI conducted initially)
              • MRS package preparation
           EPA makes final decision
                                                                    OH-20
         Notes:
4/94
Evaluation and Reporting
          page 12-17

-------
APPENDIX A
  Fact Sheets

-------
                                                                          PB93-963341
                      United States
                      Environmental Protection
                      Agency
Office of
Solid Waste and
Emergency Response
Directive 9345 1-16FS
EPA540-F-93-038
September 1993
                      Integrating  Removal  and
                      Remedial  Site  Assessment
                      Investigations
  Office of Emergency and Remedial Response
  Hazardous Site Evaluation Division (5204G)
                    Quick Reference Fact Sheet
Increased efficiency and shorter response times are the primary objectives of integrating removaJ and remediaJ site
assessment investigations under the  Superfund Accelerated Cleanup Model (SACM).  This  is based on  the
assumption that there is duplication of effort between the programs.  A critical element of SACM is a continuous
and integrated approach to  assessing sites.   The  concept of integrating removal and  remedial  site assessment
activities was introduced in Assessing Sites Under SACM—Interim  Guidance (OSWER Publication 9203.1-051,
Volume 1, Number 4, December 1992). This fact sheet examines areas of duplication and key differences between
the two types of investigations, and describes some approaches for integrating assessments. The primary audience
for this information is the site assessment community which includes EPA On-Scene Coordinators  (OSCs) and Site
Assessment Managers (SAMs), their counterparts in state or other federal agencies, and assessment contractors.
REMOVAL ASSESSMENTS AND
REMEDIAL SITE ASSESSMENTS

Figure 1 illustrates traditional assessment activities of
the removal and remedial programs prior to SACM.
Typically, when EPA is notified of a possible release
(under CERCLA Section 103), the removal program
determines whether there is a need for emergency
response by  EPA.    If  a  response  is  deemed
necessary,  an  OSC  and/or   a  removal  program
contractor will visit the site. If circumstances allow,
a file and telephone investigation should be initiated
prior to  the site visit.  The OSC may decide to take
samples  during this  initial visit or may  postpone
sampling.  EPA can initiate a removal action at any
point in the  assessment  process.   If the   OSC
determines that the site does not  warrant a removal
action,  he  may  refer  the site  to  remedial  site
assessment  or  the State for  further  evaluation, or
recommend no further federal response action.

The remedial site assessment process is similar to that
uf the  removal program.   Once  a  site  has  been
discovered and entered into the CERCLIS data base,
the SAM directs that a preliminary assessment (PA)
be performed  at  the  site.   The focus  of PA  data
 collection is the set of Hazard Ranking System (MRS)
  factors that can be obtained without sampling (e.g.,
  population within 1/4 mile).  The PA includes a file
  and telephone investigation, as well as a site visit (the
  PA reconnaissance,  or "recon").   The  PA recon
  differs from the typical removal site visit  because
  samples are not collected and observations are often
  made from the perimeter of the site (although some
  Regions prefer on-site PA recons).   From the PA
  information, the SAM determines if a site inspection
  (SI) is  needed (i.e., whether the site could  score
  greater than the 28.5 needed to qualify for inclusion
  on the National Priorities List (NPL)).  The SI would
  include sufficient sampling and other information to
  allow  the SAM to determine whether the  score  is
  above 28.5.    Even in  cases  where  SI data are
  adequate  for this  decision, it may be necessary to
  conduct an expanded site  inspection (ESI) to obtain
  legally defensible documentation.

  In general, ttte remedial site assessment process  is
  more  structured than the removal assessment and
  operates on a  less intensive schedule.  The remedial
  site assessment process is  focused  on collecting data
  for the HRS,  while Removal assessments are based
  on whether site conditions meet National Contingency
  Plan (NCP) criteria  for a removal  action.

-------
0)
to
10
0)
o
o
c
0)

£
(O
CO
O
co
to
ro
c
o
 ro
 3
 O)
                             ; >
                             I!
                             —  c

                             c -2
          8  E
          O.  3
          a  •c
          <  c
             »

          £  S

          £  E
          £>  «
          o  z

          •O  C
          C  O
             "
CC
O
O
cc
CL
O
2
LU
tr
A
U)
UJ

k



c •
V t
— }
u
£ •_
I

5
" c
B O
i. V TS
•1 = <
£ u -
0 •
£ C. >

3
s-
J
: E
•
n OC
i
- *




^
o
z





1
c •
E i
01 0
51-
tm ^ •
V ~
7; « °-
e £ S

* E =
c «
^g Ol
C 0
E a
K
O
CC
a.
Q
UJ

2
UJ
CC
p=

^
etlmlni

c.




c
c
E
•
«
c

^




^




>=z
c
o
"
c
a
c
c
<£
to
^=
"C^
^
necetu

^
~ .
                               c
                               c  «
                               0
                               z

-------
INTEGRATING ASSESSMENT ACTIVITIES

       there are differences  in  objectives between
         and   remedial  assessments   (i.e.,  NCP
removal  criteria versus  MRS),  many  of the same
factors are important to both programs:  the potential
for  human  exposure through drinking water, soils,
and   air   pollution;  and   threats   to   sensitive
environments such as wetlands   Similarities in the
activities required by  both assessments—telephone
and  file investigations,  site visits or  PA  recons,
removal  or SI  sampling  visits—suggest that  the
activities can  be consolidated.   The  challenge  of
integrating assessments is to organize the activities to
enhance efficiency.

The basic goals of an integrated assessment program
under SACM are:

  •  Eliminate duplication  of effort.

  •  Expedite the process.  At a  minimum, avoid
     delays for time-critical removal actions or early
     actions (see Early Action and Long-Term Action
     Under SACM—  Interim  Guidance, OSWER
     Publication 9203.1-051, Volume  1, Number 2,
     December 1992,  for details on early and  long-
     term actions).

  •  Minimize the number of site visits and  other
     steps in the process.

  •  Collect only the  data needed  to assess  the site
     appropriately.

The last point is critical to enhancing efficiency since
not  all sites need to be assessed  in  depth  for both
removal  and   remedial  purposes.     Integrating
assessments does not mean  simply adding together the
elements of both assessments for all sites—efficient
decision  points must  be  incorporated into  the
integration process.  The elements deemed necessary
for an integrated assessment depend on the particular
needs of a specific site and could involve  similar,
additional,  or  slightly  different  activities  from
traditional removal or remedial  site assessments.

 Figure 2 shows an  approach for integrating the two
 assessments  and   indicates  ways   to  eliminate
  nnecessary data collection.  The most important
          of   the   approach   are   the   combined
 notification/site  discovery/screening   function;  the
 single  site visit  for  both  programs; phased  file
searches  as   appropriate,  and   integrated   sample
planning and  inspection   This approach  is detailed
below

Notification/Site Discovery/Screening

This "one door" notification process is a combination
of  the   current  removal  and   remedial  program
notification/discovery    All  remedial  and removal
program discovered sites are screened  for possible
emergency  response    The  screening  step   would
determine whether there is time for a file search prior
to the initial site visit

(Classic) Emergency

If an emergency is  identified, the response would be
implemented  immediately.   Emergency  responses
require immediate sampling and removal actions and
allow   little   or  no  time   for   file  or   telephone
investigations prior to site activity.

File Search

The integrated file  search includes all elements of the
current  removal assessment file search.     All  file
search  elements should be thoroughly documented to
serve the needs of  both programs.  Table  1 lists data
elements that are commonly  a part of the file search.
The timing of the file search  relative to the initial site
visit   would   be   determined   during   the
notification/screening step.
          Table 1:  File Search and
           Telephone Investigation
         Elements Common to Both Programs
        Regulatory program file search (e.g., RCRA,
        water, state)
        Site access information and property
        ownership
        Sire history, industrial processes
        Substances used at site
        Past releases (substances, locations, impacts)
        Latitude and longitude
        Topographic maps
         Generally Removal Assessment Only
        Potentially responsible party (PR?) search
        Treatment technology review

-------
 c
 Q)
 in
 CO
 o>
 to
 CO
•a
 O>
 +-*
 ro
 u.
 o>
 0)
CM
 3
 O>

-------
  Initial Field  Inveyiigation'PA Recon

  The  integrated  site  visit combines elements of both
      removal  assessment field visit and the remedial
      recon   Because removal and remedial program
  site visit activities are similar, only a small increase
  in effort  would  be required to meet the needs of both
  programs   Documentation needs of remedial site
  assessment might require  slight  revision of removal
  assessment procedures. For example, one might need
  to document the distance to the nearest residence,  in
  addition to  locating any  contaminated  residential
  properties; for  removal assessment needs, one might
  need  to  assess  the  extent  of contamination.   The
  assessment  team  will  need  to  gain  site  access
  approval for the site visit,  in contrast  with current
  remedial PA recons performed from  the perimeter in
  some  Regions.  Table  2  lists elements  that are
  commonly part of the screening  site  visit.

  Sample (Optional)

  Integrated  assessment sampling should  follow  the
  current  removal assessment approach,  except that
  HRS data needs should be considered  in selecting
  sample  locations and  laboratory   analyses.   The
          s, however, is on removal assessment needs.
   Review Data/Decide Further Action

   Both removal and  remedial programs would jointly
   recommend   a   course  of   action,  taking   into
   consideration any previous removal actions.  A site
   might undergo either  a continuation of the removal
   assessment,  a remedial site assessment PA, or both
   concurrently. Alternatively, a time-critical removal
   action could be performed prior to deciding whether
   the  site should undergo a PA.  Completing the PA
   might be expedited in  order to determine early in the
   process   whether   remedial   site    assessment
   requirements should be included  in sampling  plans.
   When planning the site inspection, the Region  may
   also want to consider the effect of a removal action
   on the HRS score  (see The Revised Hazard Ranking
   System:   Evaluating  Sites After  Waste  Removals,
   OS WER Publication 9345. 1-03FS, October 1991).

   Complete the PA
   wv



^^^ran
 Collect any information needed  for the remedial site
  sessment that was not pan of the earlier file search,
''and calculate the preliminary HRS score.  For sites
 assigned  the SEA  (site  evaluation  accomplished)
Table 2:  Data  Elements of the Site Visit
       Elements Common to Bo(h Programs
      Current human exposure identification
      Sources identification, including locations,
      sires, volumes
      Information on substances present
      Labels on drums and containers
      Containment evaluation
      Evidence of releases (e.g., stained soils)
      Locations of wells on site and in immediate
      vicinity
      Runoff channels or pathways
      Location of site or sources relative to surface
      waters
      Nearby wetlands identification
      Nearby land uses (e.g., residential, schools,
      parks, industrial)
      Distance measurements or estimates for wells,
      land uses (residences and schools), surface
      waters, and wetlands
      Public accessibility (e.g., site fence)
      Blowing soils and air contaminants
      Photodocumentation
      Site sketch
        Generally Removal Assessment Only
      Petroleum releases (eligible)
      Fire and explosion threat
      Urgency of need for response
      Response and treatment alternatives evaluation
      Greater emphasis on specific pathways (e.g.,
      direct contact)
      Sampling
      Generally Remedial Site Assessment Only
      Perimeter survey (in some Regions)
      Number of people within 200 feet
      Some sensitive environments (e.g., endangered
      species habitats)
      Review all pathways
designation, also complete the PA report. Depending
on circumstances and the Region's approach, the PA
report might be included as part of a comprehensive
PA/SI report for sites scoring above 28.5.  Table 3
lists typical data dements of this activity. If after the
PA it is evident that a site is likely to qualify for the
NPL,  the  site would be referred  to the Regional
Decision  Team  (RDT).    (See SACM  Regional
Decision    Teams—Interim   Guidance,    OS WER
Publication  9203.1-051,  Volume   1,  Number  5,

-------
                    Table 3:   Data Elements Needed to Complete the PA
      Population within 1  and 4 miles
      All private and municipal wells within 4 miles
      Depth to ground water (sometimes also collected for removal assessment)
      Local or regional geology and climate
      Distance to surface water measured (removal assessment only estimates distance)
      Fisheries along a 15-mile surface water migration pathway
      Sensitive environments along a 15-mile surface water migration pathway
      Size of wetlands
      Preliminary HRS score
December 1992, for details on the composition and
role of the RDT.)

Integrated Sampling Plan

This combines  planning for  the  current  screening
level  SI  (see  section  2.1  of  the Guidance for
Performing Site Inspections Under CERCLA, OSWER
Directive  9345.1-05,   1992)  and  any   removal
sampling activities not already addressed by the initial
visit.  When it appears that a remedial action will be
appropriate, and the site looks like a candidate for
NPL  listing, a  Remedial Project Manager (RPM)
should join the  OSC and SAM in sample planning  to
incorporate the objectives of any potential  long-term
actions at the site.  For applicable sites, this will
enhance  the   efficiency  of  progressing  from
assessment to  remediation,  or starting a  remedial
investigation prior  to  NPL  proposal.    Likewise,
sample planning should anticipate the needs of any
possible engineering evaluation/cost analysis (EE/CA)
that might be needed for subsequent non-time-critical
removal actions.

Si/Removal Assessment Sampling

This  is a single sampling event designed to meet the
 needs of both programs, where appropriate. Along
with  the site visit and the file  search,  integrating
 sampling  would   improve   efficiency.    Table  4
 describes differences in emphasis  between removal
 and  remedial  site  assessment  sampling approaches
 which need to  be considered when developing a joint
 sampling plan.

 RDT Decisions

 The  RDT determines the course of action needed to
 address a site,  based  on the outcome  of the  site
 assessment PA, Si/removal assessment, and any time-
 critical removal actions. This can include proposing
to list the sue on  the NPL; conducting an  early
action; starting the remedial investigation (RI) early;
or combining the RJ with the data collection needed
for listing.

ESI/RI

One option open to the RDT is to start the RI as soon
as it is apparent that the site will qualify for the NPL
(e.g., after a PA), even if further documentation is
needed  for  NPL rulemaking.  The needs of NPL
listing and  the RJ  can be integrated  into a  single
sampling plan to give a headstart  to  a long-term
action.

Flexibility in Approach

Figure  2 addresses  the most likely approaches for
screening site assessments; in fact, the approach  will
vary according to the site and other factors.   Time-
critical  removal  actions  can  occur  at  any  time.
Enforcement,  community  relations,  and remedial
planning considerations can  be  factored  into data
 collection as needed at any point along the process.
 OTHER CONSIDERATIONS

 Methods of recording or documenting  information
 vary between programs.  Documentation is a major
 consideration  for  both  programs,  but  the  HRS
 requires a specific data set.  In order for a common
 data element to  be used by  both  programs, HRS
 documentation needs to be addressed.

 Timing and duration of the activities also need to be
 considered by Regional personnel who are setting up
 integrated  assessments.      One   critical   timing
 consideration  involves the  step  "complete the PA."
  At some sites this can proceed on a routine schedule,
 but if a Region decides that sampling is needed to

-------
                  Table  4:  Site Inspection/Removal Assessment Sampling
                                    Remedial Site Assessment Emphasis
      Attribution to the site
      Background samples
      Ground water samples
      Grab samples from residential soils
      Surface water sediment samples
      HRS factors related to surface water sample locations (e.g., floodplams, watershed area)
      Fewer samples on average (10-30) than removal assessment
      Strategic sampling for HRS
      Contract Laboratory Program (CLP) usage (no separate funding for analytical services)
      Full screening orgazucs and inorganics analyses
      Definitive analyses
      Documentation, including targets and receptors (e.g., maps, census data)
      Computing HRS scores
      Standardized  reports
                                       Removal Assessment Emphasis
      Sampling from containers
      Physical characteristics of wastes
      Treatability and other engineering concerns
      On-site contaminated soils
      Composite and gnd sampling
      Rapid turnaround on analytical sen/ices
      Field/screening analyses
      PRP-lead removal actions
      Goal of characterizing site (e.g., defining extent of contamination)
      Focus on NCP removal action criteria
determine  whether   to  undertake   a  time-critical
removal  action, the PA should be completed before
developing the integrated sampling plan.  Otherwise,
the remedial site assessment sampling needs may not
be appropriately factored into the sampling plan. By
collecting enough data to develop a preliminary HRS
score, the Region can determine whether the site may
be eligible for the NPL and whether  it is  worthwhile
to collect HRS-related samples.  The PA report can
be  combined  with an SI report at a later  time,  if
appropriate.

An integrated sampling approach implies the need for
a  coherent approach  to sample  analysis.   Some
general principles should be followed to avoid major
problems. Analytical data must be suitable for NPL
purposes.   Analytical services  should  include the
appropriate reporting requirements to allow for data
validation at a later date,  if necessary.  Table 5 lists
some data quality considerations for analytical data
used to support an HRS  score.

The focus  of this  fact  sheet  is  on the  technical
integration of assessments at sites where there is a
potential  for no action,  early actions,  or long-term
actions.  In some cases,  the Region will rule out the
need  for  one of those,  and  the assessment process
under  SACM will be similar to  a traditional removal
or remedial site assessment.

Integration of assessments under SACM will reduce
duplication of effort at sites by addressing them with
a single assessment  approach which incorporates  the
objectives of both programs as applicable to each
site.    Integration  of  assessments  is  an  efficient
blending  of similar procedures  which   may  be
appropriate at some sites and meets the objectives and
needs of both programs.

-------
            Table 5:  Analytical  Data Quality Needs  For MRS Observed  Releases
      Sampling procedures, location, and conditions documented in field log
      Chain of custody.
      Field blanks for each parameter for each day of sampling. The concentration of contaminants detected must be at
      least  one order of magnitude below corresponding sample results.
      Initial 2-point calibration.  Low level standard at or below concentration level of concern.  High concentration
      standard no more than 2 orders of magnitude above the low  concentration standard.
      Continuing calibration using low level concentration standard after 10 to 15 sample analyses,  or at the end of the
      day/sampling event, whichever occurs first.  (This step ensures consistent instrument response.)
      Blanks run aher high level samples to avoid cross contarrunation.
 Specific examples of acceptable field methods:
   •  X-ray fluorescence (XRF) for metals with site-specific standard matrix or with 10 percent lab confirmation by
      accepted EPA atomic absorption (AA) method.
   •  Field headspace or vadose zone VOC analysis with site specific standards, coupled with previous site information
      such as spill composition, 10 percent split for verification by an accepted EPA method, or successful field
      analysis of a PE or reference sample.
                                  Additional copies can be obtained from:
             Public                                                 EPA Employees
National Technical Information Service (NTIS)          or            Superfund Documents Center
U.S. Department of Commerce                                       U.S. Environmental Protection Agency
5285 Port Royal Road                                               401 M Street, SW (OS-245)
Springfield, VA  22161                                              Washington, DC 20460
(703) 487-4650 t                                                    (202) 260-9760 or (202) 260-2596 (FAX)
Order  #:  PB93-963341
 United States
 Environmental Protection Agency
 5204G
 Washington, DC 20460
 S300 Penalty for Private Use

-------
                        United States
                        Environmental Protection
                        Agency
                             Office of
                             Solid Waste and
                             Emergency Response
Directive 9285.7-14FS
PB94-963311
EPA/540/F-94/028
July 1994
    &EPA
Using   Qualified  Data  to
Document   an  Observed  Release
  Office of Emergency and Remedial Response
  Hazardous Site Evaluation Division (5204G)
                                               Quick Reference Fact Sheet
Abstract

Data validation checks the accuracy of analytical data, and qualifies results that fall outside performance criteria of
the Contract Laboratory Program (CLP). Results qualified with a "J" are estimated concentrations that may be
biased, but may be used to determine an observed release in Hazard Ranking System (HRS) evaluation. This fact
sheet explains the conditions for use of T-qualified data, and introduces factors which compensate for variability
and enable their use in HRS evaluation.
Why Qualify Data?

Chemical  concentration  data  for  environmental
decision-making  are  generated  using  analytical
methods.  EPA  analytical  chemistry methods are
designed   to  provide   the   definitive   analyte
identification and quantitation needed to establish an
observed release under the Hazard Ranking System
(HRS).  Routine operational variations in sampling
and analysis  inevitably introduce a degree of error
into the analytical data.  Data validation checks the
usability of the analytical data for HRS evaluation and
identifies the error (bias)  present. The validation
process qualifies the biased data.  Certain types of
qualified data for release and  background samples
may be used  to determine an observed release.
EPA Data Qualifiers

EPA analytical methods (e.g., SW-846 and Contract
Laboratory Program [CLP]) introduce a number of
Quality   Assurance/Quality  Control   (QA/QC)
mechanisms during the course of sample analysis to
measure  qualitative and quantitative accuracy.3l4A9
Such mechanisms include matrix spikes, matrix spike
duplicates, laboratory control samples,  surrogates,
blanks, laboratory  duplicates, and quarterly blind
performance evaluation  (PE) samples.  Surrogates
and spikes are chemically similar to the analytes of
interest   and  thus  behave  similarly  during  the
analytical process. They are introduced or "spiked"
                            at a known concentration into the  field  samples
                            before   analysis.    Comparison   of  the  known
                            concentrations of the surrogates and spikes with their
                            analytical results measures accuracy, and may indicate
                            bias caused by interferences from the sample medium
                            (matrix  effect).1*9    Laboratory  control  samples
                            contain known concentrations of target analytes and
                            are analyzed in the same batch  as field samples.
                            Their  results  are   used to  measure  laboratory
                            accuracy.   Blanks  are analyzed to  detect any
                            extraneous contamination introduced either in the
                            field or in the  laboratory.   Laboratory duplicates
                            consist of one sample that undergoes two separate
                            analyses; the  results are compared  to  determine
                            laboratory precision. Quarterly blind PE samples also
                            evaluate lab precision.

                            CLP and other EPA  analytical  methods include
                            specifications  for  acceptable  identification,  and
                            minimum  and  maximum percent  recovery  of the
                            target analytes  and  QA/QC compounds.  Data are
                            validated  according  to  guidelines   which  set
                            performance  criteria  for  instrument  calibration,
                            analyte identification, and identification and recovery
                            of the  QA/QC compounds. 3/lf   The National
                            Functional Guidelines for Data Review used in EPA
                            validation were designed for data generated under the
                            CLP organic and inorganic analytical protocols.1Z3<4
                            The guidelines do not preclude the validation of field
                            and non-CLP data;  many EPA Regions have adapted
                            the National Functional Guidelines for Data Review to
                            validate non-CLP data.  Data  which do not meet the

-------
guidelines' performance  criteria  are qualified  to
indicate bias or QC deficiencies. The  data validation
report usually explains why the data  were qualified
and indicates  the  direction of bias when it can  be
determined. Most EPA validation guidelines use the
data  qualifiers presented  below.  u   (Other  data
qualifiers  besides these are in use; always check the
validation report  for the exact list of qualifiers and
their meanings.)

   •  "U" qualifier - the  analyte was analyzed for,
      but  was not detected  above  the  reported
      sample  quantitation limit.     For  practical
      purposes, "U" means "not detected"; the result
      is   usable   for   characterizing  background
      concentrati'ns for HRS evaJ"
-------
Qualified Data and Direction of Bias

Qualified  data  may  be  used  when  it  can  be
demonstrated  that the data meet the HRS rule for
determining an observed release  despite the bias in
the reported concentrations. This condition depends
on the direction of bias:  low bias data may be used
for release samples, and high bias data may be used
for background samples.  Low bias release samples
are underestimates of true concentration.   Under-
estimated release concentrations  that still meet  the
HRS   criteria  (e.g.,  they  are  still  three  times
background  level)  clearly  establish an observed
release.    High  bias  background  samples   are
overestimates   of  background  level.     If   the
concentration  of  unbiased  release  samples  still
significantly  exceeds  an  overestimated  background
level according to HRS criteria, an observed release
is clearly established.  Similarly, an observed release
is  established  when low bias release concentrations
significantly   exceed   high   bias    background
concentrations according to the HRS criteria.

These scenarios show that low bias "J-"qualified data
may be used  for release samples at their reported
concentrations, and that high bias "J-"qualified  data
may  be used for background  samples  at  their
reported concentrations.

High  bias release samples  may not be used  at their
reported  concentrations   because  they  are  an
overestimate   of true  concentration;    the  true
concentration  might be less than the HRS criteria for
an observed release.  The reported concentration for
low  bias background concentrations  may  not be
compared to release samples because it is most likely
an  underestimate of background level;  the release
sample concentration might not significantly exceed
the background concenU ation.   However, high bias
release data and low bias  background data  may be
used with factors which compensate for the variability
in the data.  The factors will enable these types of
biased data to meet HRS criteria for determining an
observed release.

Factors for Biased Data: Tables  1 through 4 (pages
6-13) present  analvte-specific  factors to address the
uncertainty when determining an observed release
using high bias release data and low bias background
data.  The factors are derived from percent recoveries
of matrix spikes, surrogates, and laboratory control
samples in  the CLP  Analytical Results Database
(CARD) from January 1993 to March 1994.
The range of CARD data for each analyte includes 95
percent of all percent recoveries. Discarding outliers
left 95  percent of the  CARD data  available  for
calculating  factors.  The factors are ratios of percent
recovery values at  the 97.5 and 2.5 percentiles.  The
ratios generally show a consistent pattern.

An attempt to "convert" a biased value to its true
concentration  is  not  recommended  because  the
CARD   data  do   not  differentiate  and  quantify
individual  sources  of  variation.   The  factors  are
applied as "safety factors" to ensure that biased data
can be used to meet HRS criteria for determining an
observed release.   Dividing a high bias value by  a
factor effectively deflates it from the high end of the
range to the low end (low bias • alue).  Multiplying a
low bias value by the factor effectively inflates it to a
high bias value.  Use of the ratio of percentiles is  a
"worst-case" assumption that  the data are biased by
the extent  of the range of CARD  data considered.
The factors either inflate the values to the high end of
the range, or deflate the data to the low end, and thus
compensate  for  the   apparent  variability  when
comparing  a high bias value to a low bias value (see
Exhibit 1).

Factors have been selected for all analytes in the CLP
Target Compound List (organic analytes) and Target
Analyte  List  (inorganic analytes).   Some organic
factors  were  derived  from  matrix  spike percent
recoveries,   and   some   from  surrogate  percent
recoveries,  depending on availability of data. When
both matrix spike  and surrogate data were available
for  the   same    compound,   the  larger  value
(representing  more extreme high and low percent
recoveries)  was used.   Laborato. •/ control samples
were used to calculate some of the inorganic factors.
A default  factor of 10  was used for analytes when
percent recovery data were unavailable.

Application of the Factors:  Exhibit 1 shows how to
apply the  factors  to "J" qualified data.  High bias
background data, low bias release data, and unbiased
data may be used  at their reported concentrations.
Multiply low  bias  background sample data by the
analyte-specific  factor  to bring them to their new
value.  The new background value -ffectively becomes
a high bias value that may be used to determine an
observed release.   Divide high bias release sample
data by the analyte-specific factor to bring them to
their new  value.   The new release  sample value
effectively becomes a low bias result that may be used

-------
Exhibit 1: Use of Factors for "J"-Qualified Data
Type of Sample
Background
Sample
Release
Sample
Type of Bias
No Bias
Low Bias
High Bias
Unknown Bias
No Bias
Low Bias
High Bias
Unknown Bias
Action Required
Nonu: Use concentration without factor
Multiply concentration by factor
None: Use concentration without factor
Multiply concentration by factor
None: Use concentration without factor
None: Use concentration without factor
Divide concentration by factor
Divide concentration by factor
to determine an observed release.  Note: Adjusted
release and  background values must still meet HRS
criteria (e.g.,  release concentration must be at least
three times background level) to determine an observed
release.
Examples Using Trichloroethene in Soil:

1.  Release sample  data biased  low,  background
   sample data biased high.
Release sample value:
Background sample value:
30 MgAg (J) low bias
10 Mg/kg (J) high bias
In this instance, the direction of the bias indicates
that  the  release  sample  concentration  exceeds
background by more than three times, so an observed
release is established (provided all other HRS criteria
are met).  Use of the factors is not needed.

2.  Release sample data unbiased, background sample
   data biased low.
Release sample value:
Background sample value:
30 Mg/kg  no
10 Mg/kg (J) low bias
To use the data to establish an  observed  release,
multiply the background sample value by factor given
for trichloroethene (1.8). No factor is needed for the
release sample.

New background sample value:
(10 Mg/kg) x (1.8) = 18 Mg/kg (J)  high bias
                             The release sample concentration does not exceed the
                             new  background level by a factor of  three, so an
                             observed release is not established.

                             3.  Release  sample  data  biased high,  background
                                sample data unbiased.

                             Release sample value:     75 Mg/kg (J) high bias
                             Background sample value: 15 Mg/kg  no bias
To  use the data to establish an observed  release,
divide  the  release sample value by the factor  for
trichloroethene (1.8).  No factor is needed for  the
background sample.

New release sample value:
V75 Mg/kg) -s-  (1.8)  =  42 Mg/kg (J) low bias

The new release sample concentration  does  not
exceed background concentration by a factor of three,
so an observed release is not established.

4.  Release sample   data  biased high,  background
   sample data biased low.

Release sample value:     100 Mg/kg CD high bias
Background sample value: 10 Mg/kg (J)  low  bias
                             To use the data to establish an  observed  release,
                             divide the release  sample value  and multiply the
                             background sample value  by the factor given for
                             trichloroethene in soil (1.8).
                                                                                                   ir

-------
New release sample value:
(100 /.g/kg) -r  (1.8)  =  56 MgAg (J) low bias

New background sample value:
(10 Mg/kg) x (1.8)  = 18 MgAg (J) high bias
The new release sample concentration is three times
the new background concentration, so an observed
release is established, provided all other HRS criteria
are met.

Documentation Requirements for Use of Qualified
Data: When using "J"-qualified data to determine an
observed release, include the T-qualifier commentary
from the data validation report in the HRS package.
This step will ensure that the direction of bias is
documented.

Use of Other Factors:  EPA Regions may substitute
higher factor values other than the ones in this fact
sheet  on  a case-by-case  basis  when  technically
justified. For example, other factors may be applied
to conform with site-specific Data Quality Objectives
(DQOs)  or with  Regional  Standard  Operating
Procedures (SOPs).10

Detection Limit  Restrictions:  Factors  may only be
applied to "J" data with concentrations above the CLP
Contract Required  Quantitation  Limit (CRQL) or
Contract Required  Detection Limit  (CRDL).  "J"-
qualified  data   with  concentrations  below  CLP
detection  limits  cannot  be used  to document an
observed release.
Use of "UJ"-Qualified Data

A combination of the "U" and "J" qualifiers indicates
that the reported value may not accurately represent
the concentration necessary to  detect the analyte in
the sample. Under limited conditions, "UJ" data can
be used to represent background when  determining
an  observed  release.    These conditions  include
instances   when   there   is  confidence  that   the
background concentration has not been detected and
the sample measurement that establishes the observed
release  equals  or  exceeds  the  SQL  or  other
appropriate detection limit.  This reasoning is based
on the presence  of a  high  bias in the  background
sample. Thus, UJ data can be used only when all of
the following conditions apply.

   •  The "UJ"  value  applies  to  the  background
      sample and represents the detection limit,

   •  The "UJ" value is biased  high, and

   •  The release sample concentration exceeds the
      SQL (or  applicable  detection limit) and is
      unbiased or biased low.
Summary

Data validation checks the usability of analytical data
and identifies certain errors (bias). T-qualified data
identify that analytes are  present, but  the  reported
values represent estimated concentrations associated
with bias.   Low bias  release  data and high bias
background data may be used at the reported values.
High bias release data and low bias background data
may not be used at their reported concentrations
because  they do  not establish  an observed release
with certainty.  Application of factors introduced in
this fact  sheet compensate for  this  u icertainty, and
enable "J" data  to be used to determine an  observed
release.

-------
Table 1: Factors for Volatile Organic Analytes
VOLATILE
ORGANIC
ANALYTES
1,1.1-TRlCHLOROETHANE
1 , 1 ,2,2-TETRACHLOROETHANE
1,1,2-TRlCHLOROETHANE
1.1-DICHLOROETHANE
1,1-DICHLOROETHENE
1 ,2-DlCHLOROETHANE
1 ,2-DICHLOROETHENE (TOTAL)
1 ,2-DICHLOROPROPANE
2-BLTANONE
2-HEXANONE
4-METHYL-2-PENTANONE
ACETONE
BENZENE
BROMODICHLOROMETHANE
BROMOFORM
BROMOMETHANE
CARBON DISULFIDE
SOIL MATRIX
Number of
CARD
Samples
Reviewed
-
11144
—
11144
2064
11144
11144
—
11144
11144
11144
11144
2060
—
—
11144
11144
Factor
10.0
1.5
10.0
1.4
2.4
1.4
1.4
10.0
1.4
1.5
1.5
1.4
1.7
10.0
10.0
1.4
1.4
WATER MATRIX
Number of
CARD
Samples
Reviewed
-
9180
—
9179
1484
9179
9179
—
9179
9180
9180
9179
1482
—
-
9179
9179
Factor
10.0
1.2
10.0
1.3
2.0
1.3
1.3
10.0
1.3
1.2
,2
,3
1.5
10.0
10.0
1.3
1.3

-------
Table 1: Factors tor Volatile Organic Analytes (continued)
VOLATILE
ORGANIC
ANALYTES
CARBON TETRACHLORIDE
CHLOROBENZENE
CHLOROETHANE
CHLOROFORM
CHLOROMETHANE
CIS-1 ,3-DICHLOROPROPENE
DIBROMOCHLOROMETHANE
ETHYLBENZENE
METHYLENE CHLORIDE
STYRENE
TETRACHLOROETHENE
TOLUENE
TRANS-1 ,3-DICHLOROPROPENE
TRICHLOROETHENE
VINYL CHLORIDE
XYLENE (TOTAL)
SOIL MATRIX
Number of
CARD
Samples
Reviewed
-
2058
11144
11144
11144
--
-
11144
11144
11144
11144
2029
-
2046
11144
11144
Factor
10.0
1.6
1.4
1.4
1.4
10.0
10.0
1.5
1.4
1.5
1.5
2.0
10.0
1.8
1.4
1.5
WATER MATRIX
Number of
CARD
Samples
Reviewed
-
1480
9179
9179
9179
-
-
9180
9179
9180
9180
1468
—
1452
9179
9180
Factor
10.0
1.4
1.3
1.3
1.3
10.0
10.0
1.2
1.3
1.3
1.2
1.4
10.0
1.5
1.3
1.2

-------
Table 2: Factors for Semivolatile Organic Analytes
SEMIVOLATILE
ORGANIC
ANALYTES
1 ,2,4-TRlCHLOROBENZENE
1.2-DICHLOROBENZENE
1.3-DICHLOROBEN2ENE
1,4-DICHLOROBENZENE
2,2'-OXYBIS(1 -CHLOROPROPANE)
2,4,5-TRICHLOROPHENOL
2,4,6-TRICHLOROPHENOL
2,4-DICHLOROPHENOL
2,4-DIMETHYLPHENOL
2,4-DINITROPHENOL
2,4-DINITROTOLUENE
2,6-DlNITROTOLUENE
2-CHLORONAPHTHALENE
2-CHLOROPHENOL
2-METHYLNAPHTHALENE
2-METHYLPHENOL
2-NITROANILINE
2-NITROPHENOL
3,3'-DICHLOROBENZIDINE
3-NlTROANIUNE
4.6-DIN1TRO-2-METHYLPHENOL
4-BROMOPHENYL-PHENYL ETHER
4-CHLORO-3-METHY LPHENOL
4-CHLOROANILINE
4-CHLOROPHENYL-PHENYL ETHER
4-METHYLPHENOL
SOIL MATRIX
Number of
CARD
Samples
Reviewed
1978
11899
11899
1980
11899
11889
11889
11896
11896
11889
1979
11889
11889
1930
11896
11809
11°89
11?96
11898
-
-
-
1927
11896
11899
11899
Factor
3.5
3.8
3.8
3.8
3.8
8.9
8.9
4.0
4.0
8.9
3.4
8.9
8.9
3.2
4.0
3.8
8.9
4.0
4.3
10.0
10.0
10.0
3.6
4.0
8.9
3.8
WATER MATRIX'
Number of
CARD
Samples
Reviewed
1375
7951
7951
1--73
7951
7952
7952
7949
7949
7952
1375
7952
7952
1376
7949
795.
7952
7949
7951
-
-
-
1375
7949
7952
7951
Fa etc
2.9
4.0
4.0
3.0
4.0
3.6
3.6
2.5
2.5
3.6
4
^
3.6
3.6
2.9
2.5
4.0
3.6
2.5
6.0
10.0
10.0
10.0
3.5
2.5
3.6
»

-------
Table 2: Factors for Semivolatile Organic Analytes (continued)
SEMIVOLATILE
ORGANIC
ANALYTES
4-NITROANIUNE
4-NITROPHENOL
ACENAPHTHENE
ACENAPHTHYLENE
ANTHRACENE
BENZO(A)ANTHRACENE
BENZO(A)PYRENE
BENZO(B)FLUORANTHENE
BENZO(G,H,!)PERYLENE
BENZO(K)FLUORANTHENE
BIS(2-CHLOROETHOXY)METHANE
BIS(2-CHLOROETHYL)ETHER
BIS(2-ETHYLHEXYL)PHTHALATE
BUTYLBENZYLPHTHALATE
CARBAZOLE
CHRYSENE
DI-N-BUTYLPHTH MATE
DI-N-OCTYLPHTHMATE
D!BENZ(A,H)ANTHRACENE
DIBENZOFURAN
DIETHYLPHTHALATE
DIMETHYLPHTHALATE
FLUORANTHENE
FLUORENE
HEXACHLOROBENZENE
HEXACHLOROBUTADIENE
HEXACHLOROCYCLOPENTADIENE
SOIL MATRIX
Number of
CARD
Samples
Reviewed
11889
1905
1965
11889
-
11898
-
--
-
-
11896
11899
11898
11898
-
11898
-
-
11889
11889
11889
11889
-
11889
-
11896
11889
Factor
8.9
4.8
3.1
8.9
10.0
4.3
10.0
10.0
10.0
10.0
4.0
3.8
4.3
4.3
10.0
4.3
10.0
10.0
8.9
8.9
8.9
8.9
10.0
8.9
10.0
4.0
8.9
WATER MATRIX
Number of
CARD
Samples
Reviewed
7952
1368
1361
7952
-
7951
-
-
--
-
7949
7951
7951
7951
-
7951
—
-
7952
7952
7952
7952
-
7952
-
7949
7952
Factor
3.6
4.5
3.0
3.6
10.0
6.0
10.0
10.0
10.0
10.0
2.5
4.0
6.0
6.0
10.0
6.0
10.0
10.0
3.6
3.6
3.6
3.6
10.0
3.6
10.0
2.5
3.6

-------
Table 2: Factors for Semivolatile Organic Analytes (continued)
SEMIVOLATILE
ORGANIC
ANALYTES
HEXACHLOROETHANE
4-NITROPHENOLINDENO(1,2,3-CD)PYRENE
ISOPHORONE
N-NITROSO-DI-N-PROPYLAMINE
N-NITROSODIPHENYLAMINE (1)
NAPHTHALENE
NITROBENZENE
PENTACHLOROPHENOL
PHENANTHRENE
PHENOL
PYRENE
SOIL MATRIX
Number of
CARD
Samples
Reviewed
11899
—
11896
1966
—
11896
11896
1895
-
1924
1901
Factor
3.8
10.0
4.0
3.7
10.0
4.0
4.0
18.8
10.0
3.2
8.3
WATER MATRIX
Number of
CARD
Samples
Reviewed
7951
~
7949
1345
-
7949
7949
1359
-
1368
1369
Factor
4.0
10.0
2.5
3.7
10.0
2.5
2.5
3.7
10.0
3.5
4.9 j
10

-------
Table 3: Factors tor Pesticide/PCB Analytes
PESTICIDE/PCB
ANALYTES
4,4'-DDD
4,4'-DDE
4,4'-DDT
ALDRIN
ALPHA-BHC
ALPHA-CHLORDANE
AROCLOR-1016
AROCLOR-1221
AROCLOR-1232
AROCLOR-1242
AROCLOR-1248
AROCLOR-1254
AROCLOR-1260
BETA-BHC
DELTA-BHC
DIELDRIN
SOIL MATRIX
Number of CARD
Samples Reviewed
-
-
1801
1870
—
-
-
-
-
—
—
—
-
—
—
1886
Factor
10.0
10.0
7.4
7.9
10.0
10.0
10.0
10.0
10.0
10.0
10.0
10.0
10.0
10.0
10.0
6.2
WATER MATRIX
Number of CARD
Samples Reviewed
—
-
1353
1350
-
-
23305
23305
23305
23305
23305
23305
23305
-
-
1350
Factor
10.0
10.0
4.6
4.8
10.0
10.0
8.7
8.7
8.7
8.7
8.7
8.7
8.7
10.0
10.0
2.8
11

-------
Table 3: Factors for Pesticide/PCB Analytes (continued)
PESTICIDE/PCB
ANALYTES
ENDOSULFAN 1
ENDOSULFAN II
ENDOSULFAN SULFATE
ENDRIN
ENDRIN ALDEHYDE
ENDRIN KETONE
GAMMA-BHC (UNDANE)
GAMMA-CHLORDANE
HEPTACHLOR
HEPTACHLOR EPOXIDE
METHOXYCHLOR
TOXAPHENE
SOIL MATRIX
Number of CARD
Samples Reviewed
-
—
—
1866
-
-
1872
-
1877
—
-
-
Factor
10.0
10.0
10.0
8.5
10.0
10.0
4.5
10.0
4.5
10.0
10.0
10.0
WATER MATRIX
Number of CARD
Samples Reviewed
-
-
-
1348
-
-
1350
-
1351
-
-
-
Factor
10.0
10.0
10.0
3.4
10.0
" 10.0
3.1
10.0
3.6
10.0
10.0
10.0
12
IE S IF If

-------
Table 4: Factors for Inorganic Analytes
INORGANIC
ANALYTES
ALUMINUM
ANTIMONY
ARSENIC
BARIUM
BERYLLIUM
CADMIUM
CALCIUM
CHROMIUM
COBALT
COPPER
CYANIDE
IRON
LEAD
MAGNESIUM
MANGANESE
MERCURY
NICKEL
POTASSIUM
SELENIUM
SILVER
SODIUM
THALUUM
VANADIUM
ZINC
SOIL MATRIX
Number of CARD
Samples Reviewed
1147
1153
1208
1149
1150
1148
1163
1148
1153
1154
884
1149
1331
1143
1151
1563
1150
-
1190
1152
-
1197
1152
1154
Factor
1.5
1.8
1.6
3.3
1.2
1.3
1.2
1.2
1.2
1.1
1.4
1.2
1.3
1.2
1.2
1.7
1.2
10.0
2.3
1.6
10.0
1.7
1.2
1.3
WATER MATRIX
Number of CARD
Samples Reviewed
1686
1688
1701
1686
1686
1685
1685
1686
1685
1683
—
1687
1727
1686
1685
—
1685
—
1695
1684
-
1691
1685
1689
Factor
1.2
1.2
1.2
1.1
1.2
1.2
1.1
1.2
1.2
1.2
10.0
1.2
1.2
1.1
1.2
10.0
1.2
10.0
1.3
1.3
10.0
1.2
1.1
1.2
13

-------
References

1.  U.S. Environmental  Protection  Agency, 1994.
   CLP National Functional Guidelines for Inorganic
   Data  Review.  Office   of  Solid  Waste   and
   Emergency Response.  Publication 9240.1-05-01.

2.  U.S. Environmental  Protection  Agency, 1993.
   CLP National Functional Guidelines for Organic
   Data  Review.  Office   of  Solid  Waste   and
   Emergency Response.  Publication 9240.1-05.

3.  U.S. Environmental  Protection  Agency, 1991.
   Contract Laboratory Program Statement of Work for
   Inorganics Analysis. Document No. ILM02.0

4.  U.S. Environmental  Protection  Agency, 1991.
   Contract Laboratory Program Statement of Work for
   Organics  Analysis.  Office of  Solid  Waste  and
   Emergency Response.  Document No. OLM1.8

5.  U.S. Environmental  Protection  Agency, 1992.
   Hazard Ranking System Guidance Manual. Office
   of  Sob'd  Waste   and  Emergency   Response.
   Directive 9345.1-07.
6.  U.S. Environmental  Protection  Agency,  1991.
   Guidance for Performing Preliminary Assessments
   Under  CERCLA.   Office of Solid  Waste  and
   Emergency Response. Publication 9345.0-01A.

7.  U.S. Environmental  Protection  Agency,  1992.
   Guidance for Performing Site Inspections under
   CERCLA. Office of Solid Waste and Emergency
   Response.  Directive 9345.1-05.

8.  U.S. Environmental  Protection  Agency,  1992.
   Quality  Assurance/Quality  Control  Samples.
   Environmental Response Team Quality Assurance
   Technical Information Bulletin.

9.  U.S. Environmental Protection Agency, 19&o. Test
   Methods for Evaluating Solid  Waste (SW-846):
   Physical and Chemical  Methods. Office of Solid
   Waste and Emergency Response. Document No.
   SW-846.

10. U.S. Environmental Protection Agency, 1993.
   Data Quality Objectives  Process for Superfund.
   Office of Emergency and Remedial Response.
   Directive 9355.9-01.
                                                  14

-------
                                       Additional copies can be obtained from:

                                    National Technical Information Service (NTIS)
                                           U.S. Department of Commerce
                                               5285 Port Royal Road
                                               Springfield, VA 22161
                                                  (703) 487-4650
                                                 Order #94-963311
United States
Environmental Protection Agency
5204G
Washington, DC 20460

$300 Penalty for Private Use

-------
APPENDIX B
  Acronym List
     and
   Glossary

-------
                                      ACRONYM LIST
AALAC       ambient aquatic life advisory concentration
AOC          area of observed contamination
AWQC        ambient water quality criteria
BCF          bioconcentration factor
BCFV         bioconcentration factor value
BIA           Bureau of Indian Affairs
BLM          Bureau of Land Management
BPF          bioaccumulation potential factor
BPFV         bioaccumulation potential factor value
BTAG         Biological Technical Assistance Group
CA           cooperative agreement
CERCLA       Comprehensive Environmental Response, Compensation and Liability Act
CERCLIS      Comprehensive Environmental Response, Compensation and Liability Information System
CERI          Center for Environmental Research Information
CFR          Code of Federal Regulations
CLP          Contract Laboratory Program
CRDL         contract-required detection limit
CRQL         contract-required quantitation limit
CWA          Clean Water Act
ODD          dichloro-diphenyl-dichloro-ethane
DDE          dichloro-diphenyl-ethane
DDT          dichloro-diphenyl-trichloroethane
DL           detection  limit
DNAPL       dense  nonaqueous phase liquid
DOD          U.S. Department of Defense
DOE          U.S. Department of Energy
DOT          U.S. Department of Transportation
EECA         engineering evaluation/cost analysis
EIS           environmental impact statement
EP           extraction procedure
EPA          U.S. Environmental Protection Agency
ERCS         Emergency Response Cleanup Services
ERD          Emergency Response Division
ERT          Environmental Response Team
FDAAL        Food and Drug Administration  advisory level
FRDS         Federal Data Reporting System
FWRS         Fish and Wildlife Reference Service
CIS           Geographic  Information System
GW           ground water
HASP         health  and safety plan
HFC          human food chain
HRS          Hazard Ranking System
HRSGM       Hazard Ranking System Guidance Manual
HWQ          hazardous waste quantity
IAG           interagency agreement
IDL           instrument detection limit
IDW          investigation-derived waste
LNAPL        light nonaqueous phase liquid
LR            likelihood of release
                                                                                  Acronym List
                                                                                  page 1

-------
                                       ACRONYM LIST
MCL         maximum contaminant level
MCLG        maximum contaminant level goal
MDL         method detection limit
MMS         Minerals Management Service
NAAQS      National Ambient Air Quality Standards
NAWDEX     National Water Data Exchange
NCP         National Contingency  Plan
NESHAP      National Emission Standard for Hazardous Air Pollutants
NFRAP       no further remedial  action planned
NMFS        National Marine Fisheries Service
NOAA        National Oceanic and  Atmospheric Administration
NPDES       National Pollutant Discharge Elimination System
NPL         National Priorities List
NPS         National Park Service
NRC         Nuclear Regulatory  Commission
NRT         National Response Team
NSFF         National Sport  Fishing Federation
NWI         National Wetlands Inventory
ORP         EPA Office of Radiation Programs
OSC         Onscene Coordinator
OSM         Office of Surface Mining
OSWER      Office of Solid  Waste  and Emergency Response
OVA         organic vapor analyzer
OWRS        Office of Water Regulations and Standards
PA           preliminary assessment
PCB         polychlorinated biphenyl
PPE         probable point  of entry
PRP         potentially responsible party
QA          quality assurance
QC          quality control
RA          removal action
RAS         Routine Analytical Services
REAC        Regional Engineering Analytical Contract
RCRA        Resource Conservation and Recovery Act
RDT         Regional Decision Team
RI/FS         remedial investigation/feasibility study
RREL         Risk Reduction Engineering Laboratory
RRT         Regional Response  Team
SACM        Superfund Accelerated Cleanup Model
SARA        Superfund Amendments and Reauthorization Act
SAS         Special Analytical Services
SAV         submerged aquatic  vegetation
SC          screening concentration
SCDM        Superfund Chemical Data Matrix
SCS         Soil Conservation Service
SDWA        Safe Drinking Water Act
SF          slope factor
SI           site inspection
SMO         sample management officer
SQL         sample quantitation limit
SW          surface water
SWDA        Solid Waste  Disposal  Act
                                                                                    Acronym List
                                                                                    page 2

-------
                                     ACRONYM LIST
TAL          target analyte list
TAT          Technical Assistance Team
TCL          target compound list
TCLP         Toxic Characteristic Leaching Procedure
TDL          target distance limit
TSCA        Toxic Substances Control Act
TSDF        treatment, storage, or disposal facility
USC         U.S. Code
USDA        U.S. Department of Agriculture
USFS         U.S. Forest Service
USFWS      U.S. Fish and Wildlife Service
USGS         U.S. Geological Survey
UV           ultraviolet
WC           waste characteristics
WHPA         wellhead protection area
                                                                                    Acronym List
                                                                                    page 3

-------
                                       GLOSSARY
Apportioned population:  In the evaluation of drinking water target populations associated with a
blended system, that portion of the population evaluated as being served by an individual well or
intake within the system.

Aquifer:  A saturated subsurface  zone from which drinking water is drawn.

Blended system. A drinking water supply system which can or does combine (e.g., via connecting
valves) water from more than one well or surface water intake, or from a combination of wells and
intakes.

CERCLA:  Comprehensive Environmental Response,  Compensation, and Liability  Act of 1980.

CERCLA Information System:  CERCLIS,  EPA's computerized inventory and tracking system for
potential  hazardous waste  sites.

CERCLIS:  CERCLA Information System.

Coastal tidal waters:  Surface water body type that  includes embayments, harbors, sounds,
estuaries,  back bays, etc.  Such water bodies are in the interval seaward from the mouths of rivers
and landward from the 12-mile baseline marking  the transition to the ocean water body type.

Comprehensive Environmental Response, Compensation, and Liability Act of 1980: Legislation that
established the Federal Superfund for response to uncontrolled releases of hazardous substances to
the environment.

Contaminated  soil: Soil onto which available evidence indicates that a hazardous substance  was
spilled, spread, disposed, or deposited.

Depth to  aquifer:  The vertical distance between  the deepest point at which hazardous substances
are suspected  and the top of the  shallowest aquifer  that supplies drinking water.

Distance to surface water:  The shortest distance that runoff would follow from  a source to surface
water.

Drinking water population:  The number of residents, workers, and students who drink water drawn
from wells or surface water intakes located within target distance limit:

Drums:  Portable containers designed to hold a standard 55-gallon volume of wastes.

Emergency response: See  "removal."

Factor: The basic element  of site assessment requiring data collection and evaluation for scoring
purposes.

Factor category: A set of related factors. Each  pathway consists of three factor categories  --
likelihood of release or exposure,  targets, and waste characteristics.

Federal Register: Daily publication of the Government Printing Office;  contains public notices,
rules, and  regulations issued by the Federal Government.  Cited as "  FR ."
                                                                                          Glossary
                                                                                           page 1

-------
      FEIVIA: Federal Emergency Management Agency.

      Fishery: An area of a surface water body from which food chain organisms are taken or could be
      taken for human consumption on a subsistence, sporting,  or commercial basis.  Food chain
      organisms include fish, shellfish, crustaceans, amphibians, and amphibious reptiles.

      FR:  Federal Register.

      GEMS: Geographical Exposure  Modeling System.

      Geographical Exposure Modeling System: Population database maintained by EPA's Office of Toxic
      Substances; provides residential populations in specified distance rings around a point location.

      Ha7ard Ranking System:  EPA's principal mechanism for placing sites on the NPL.

      Hazardous constituent:  Hazardous substance.

      Hazardous substance:  Material  defined as a hazardous substance,  pollutant, or contaminant in
      CERCLA Sections 101(14) and  101(33).

      Hazardous waste:  Any material suspected to contain a hazardous  substance, pollutant,  or
      contaminant that is or was in a  source.

      HRS: Hazard Ranking System.

      Karst:  A kind of terrain with characteristics of relief and drainage arising from a high degree of
      rock solubility.  The majority of  karst conditions occur in limestone areas, but karst may also occur
      in  areas of dolomite, gypsum, or salt deposits.  Features associated with karst terrain may include
      irregular topography, abrupt ridges, sinkholes, caverns, abundant springs, disappearing streams,
      and a general lack  of a well-developed surface drainage system of  tributaries and streams.

      Lake: A type of surface water body which includes:

           • Natural and artificially-made lakes or ponds that lie along rivers or streams (but excluding
             the Great Lakes).

           • Isolated but perennial  lakes, ponds, and wetlands.

           • Static water channels or oxbow lakes contiguous to streams or rivers.

           • Streams or small rivers,  without diking, that  merge into surrounding perennially-inundated
             wetlands.

           • Wetlands contiguous to water bodies defined as lakes are considered to be part of the lake.

      Landfill: An engineered (by excavation or construction) or natural  hole in the ground into which
      wastes have been  disposed by backfilling, or by contemporaneous soil deposition with waste
      disposal,'covering  wastes  from  view.

      Land treatment: Landfarming or other land treatment method of waste management in which liquid
      wastes or sludges  are spread over land and tilled, or liquids are injected at shallow depths into
      soils.
Glossary
page 2

-------
National Contingency Plan: Regulation that establishes roles, responsibilities, and authorities for
responding to hazardous substance releases.  The NCP established the HRS as the principal
mechanism for placing sites on the NPL.

National Priorities List:  Under the Superfund program, the list of releases and potential releases of
hazardous substances, pollutants, and contaminants that appear to pose the greatest threat to
public health, welfare, and the environment.

NCP:  National Oil and Hazardous Substances Pollution Contingency Plan,  commonly known as the
National Contingency Plan.

NFRAP: No further remedial action planned; site disposition decision that further response under
the Federal Superfund is not necessary.

No suspected release: A professional judgement conclusion based on site and pathway conditions
indicating that a hazardous substance  is not likely to have been released to the environment.  (No
suspected release is the PA term analogous to the HRS "potential to release.")

NPL:  National Priorities List.

Ocean:  A type  of surface water  body which includes:

    •  Ocean areas seaward from a baseline distance of 1 2 miles  from shore.
    •  The Great Lakes,  along with wetlands contiguous to them.

PA: Preliminary  assessment.

PA-Score:  EPA's computer program that automates PA site scoring.

Pathway:  The environmental medium  through which a hazardous substance may threaten targets.
The PA evaluates the migration and threat  potential through the ground water, surface water, air,
and soil exposure pathways.

Pile:  Any non-containerized accumulation above the ground surface of solid, non-flowing wastes;
includes open dumps.  Some types of piles are:  Chemical Waste Pile — consists primarily of
discarded chemical products,  by-products,  radioactive wastes, or used or unused feedstocks;  Scrap
Metal  or Junk Pile -- consists primarily of scrap metal or discarded durable goods such as
appliances, automobiles, auto parts, or batteries, composed of materials suspected to contain or
have contained a hazardous substance; Tailings Pile -- consists primarily of any combination of
overburden from a mining operation and tailings from a mineral  mining, beneficiation, or processing
operation;  Trash Pile -- consists primarily of paper, garbage,  or discarded non-durable goods which
are suspected to contain or have contained  a hazardous substance.

PPE: Probable point of entry.

Preliminary assessment:  Initial stage of site assessment under Superfund; designed to distinguish
between sites that pose little or no threat to human health and the environment and sites that
require further investigation.

PREscore:  EPA's computer program that automates  site scoring with the Hazard Ranking System
                                                                                         Glossary
                                                                                          page 3

-------
    Primary target:  A target which, based on professional judgement of site and pathway conditions
    and target characteristics,  has a relatively high likelihood of exposure to a  hazardous substance.
    (Primary target is the PA term analogous to the MRS target exposed to Level I or Level II actual
    contamination.)

    Probable point of entry:  The point at which runoff from the site most likely enters surface water.

    RCRA- Resource Conservation and Recovery Act of 1976.

    Removal:  An action taken to eliminate, control, or otherwise mitigate a threat posed to the public
    health or environment due to release  or threatened release of a hazardous  substance. Removals
    are relatively short-term actions to respond to situations requiring immediate action.

    Resident:  A person whose place of residence (full- or part-time) is within the target distance limit.

    Resident individual:  Under the soil exposure pathway, a resident or student within 200 feet of any
    area  of suspected contamination associated with the site.

    Resident population:  Under the soil exposure pathway, the number of  residents and students
    within 200 feet of any area of suspected contamination associated with the site.

    Resource Conservation and Recovery Act of 1976:  Legislation that established cradle-to-grave
    accountability for hazardous wastes,  from point of generation to point  of ultimate disposal.

    SARA: Superfund Amendments and  Reauthorization Act of  1986.

    Secondary target: A target which, based on professional judgement of site and pathway conditions      V
    and target characteristics,  has a relatively low likelihood of exposure to a hazardous substance.
    (Secondary target is the PA term analogous to the HRS target exposed to  potential contamination.)

    Sensitive environment: A  terrestrial or aquatic resource, fragile natural setting, or other area with
    unique or  highly-valued environmental or cultural features.

    SI: Site inspection.

    She:  The area consisting  of the aggregation of sources,  the  areas between sources, and areas that
    may have been contaminated due to  migration from sources; site boundaries are independent of
    property boundaries.

    Site  inspection:  Second stage of  site assessment under Superfund, conducted on sites that receive
    a further action recommendation after the PA; builds on PA information and typically includes
    sampling to identify hazardous substances,  releases, and contaminated targets; identifies sites that
    pose the  greatest threats to human health and the environment.

    Source: An area where a  hazardous  substance may have been deposited, stored,  disposed, or
    placed.  Also, soil that may have become contaminated as a  result of hazardous substance
    migration.  In general, however, the volumes of air, ground water, surface water,  and surface
    water sediments that  may have become contaminated through migration are not considered
    sources.

    Stream flow: The average rate of flow of a water body, expressed in cubic feet per second (cfs).        M
Glossary
page 4

-------
Stream or river: A type of surface water body which includes:

     •  Perennially-flowing waters from point of  origin to the  ocean or to coastal tidal waters,
        whichever comes first, and wetlands contiguous to these flowing waters.

     *  Aboveground portions of disappearing rivers.

     •  Artificially-made ditches only insofar as they perennially flow into other surface water.

     •  Intermittently-flowing  waters and contiguous intermittently-flowing ditches in areas where
        mean annual precipitation is less than  20 inches.

Student: A full- or part-time attendee of a  daycare facility or educational institution located within
the target distance limit.

Superfund Amendments and Reauthqrization Act of 1986:  Legislation which extended the Federal
Superfund program and mandated revisions to the HRS.

Surface impoundment:  A topographic depression, excavation, or diked area, primarily formed from
earthen materials (lined or unlined) and designed to hold accumulated liquid wastes,  wastes
containing free liquids, or sludges that were not  backfilled or  otherwise covered during periods of
deposition; depression may  be dry if deposited liquid has evaporated, volatilized or leached, or wet
with exposed liquid;  structures that may be more specifically  described as lagoon pond, aeration
pit, settling  pond,  tailings pond, sludge pit, etc.;  also a surface impoundment that has been covered
with soil after the  final deposition of waste materials (i.e., buried or backfilled).

Surface water:  A  naturally-occurring, perennial water body; also, some artificially-made and/or
intermittently-flowing water bodies.  See "water body type" and subsequent definitions for more
detail.

Suspected release: A professional judgement conclusion based on site and pathway conditions
indicating that a hazardous substance is likely to have been released to the environment.
(Suspected  release is the  PA term analogous to the HRS "observed release.")

Tanks and non-drum containers:  Any stationary  device, designed to contain accumulated  wastes,
constructed primarily of fabricated materials (such as  wood, concrete, steel, or plastic) that provide
structural support; any portable  or mobile device in which waste is stored or otherwise handled.

Target: A physical or environmental receptor that  is within the target distance limit for a particular
pathway.  Targets may include wells and surface water intakes supplying drinking water, fisheries,
sensitive environments, and resources.

Target distance limit: The maximum distance  over which targets are evaluated.  The target
distance limit varies by pathway: ground water and air pathways -- a 4-mile radius around the site;
surface water pathway -15 miles downstream from the  probable point  of entry to surface water,
soil exposure pathway - 200 feet (for the resident population threat) and 1 mile (for the nearby
population threat) from areas of known or suspected contamination.

Target population:  The human population associated with the site and/or its targets.  Target
populations  consist of those people who use target wells or surface water intakes supplying
drinking water,  consume food  chain species taken  from target fisheries,  or are regularly  present on
the site or within target distance limits.
                                                                                           Glossary
                                                                                            page 5

-------
      Terrestrial sensitive environment:  A terrestrial resource, fragile natural setting, or other area with
      unique or highly-valued environmentsl or cultural features.

      USF&WS:  U.S.  Fish and Wildlife Service.

      USGS:  U.S. Geological Survey.

      Water body type.  Classification of a surface water body.  Water body types include: streams and
      rivers; lakes; oceans (includes the Great Lakes); and coastal tidal waters.  See the specific
      definition of each water body type for more detail.

      Wetland: A type of sensitive environment characterized as an area that is sufficiently inundated or
      saturated by surface or ground water to support vegetation adapted for life  in saturated soil
      conditions.  Wetlands generally include swamps, marshes, bogs, and similar areas.

      Worker:  Under the soil exposure pathway, a person who is employed  on a full- or part-time basis
      on the property on which the site is located. Under all other pathways, a person whose place of
      full- or part-time employment is within the target distance limit.
               Guidance for Performing Preliminary Assessments Under CERCLA,  USEPA, Sept. 1997
Glossary
page 6

-------
APPENDIX C
  Case Studies

-------
         SOURCE SAMPLING EXERCISE: ACME MANUFACTURING COMPANY
OBJECTIVE:
      Using available site information, develop a source sampling strategy implementing
      procedures established in the SI guidance manual.
METHOD:
      1.  Review the general site information provided below.
      2.  Identify site sources on the map.
      3.  Develop a source sampling strategy that includes source characterization,
         background determination, and collection of quality control samples. You are limited
         to 20 samples.  You do not need to use all available samples.
      4.  Record your sampling strategy on the table provided.
      5.  BONUS CHALLENGE: Complete this exercise using only 10 samples.
General Site Information:

      • The ACME Manufacturing Company site is an inactive electroplating facility.  The total
       acreage is about 10 acres (see site map).
      • Rinsewater from the electroplating process was discharged to treatment ponds from
       1907 until 1985.
      • Drums, which were located in the former drum storage area found on the northeastern
       comer of the facility property, are believed to have contained waste solvents. They
       were held there prior to offsite removal.
      • Stained soil was observed adjacent to the bulk chemical unloading area and
       manufacturing building.
      • The waste pile appears to be dried sludge from the treatment ponds.
      • The landfill reportedly received "off-spec' products, spent solvents, and treatment
       pond sludge.
      • Leachate seeps were observed along the southeast corner of the landfill with
       stressed vegetation extending beyond the facility boundary.
Case Studies                                                                     10/94
page C-2

-------
  1
 0)
 w
 o
 X
LU

 O)
 Q.
 E
 CU
CO
 0)
 o

 3
 O
CO

-------
                        SOURCE SAMPLING STRATEGY
SITE NAME:
        Sample ID
Sample Type
Rationale
Total Samples:

Special Sampling Considerations:
Case Studies
page C-4
                                           4/94

-------
                     BONUS SOURCE SAMPLING STRATEGY
SITE NAME:
        Sample ID
Sample Type
Rationale
Total Samples:

Special Sampling Considerations:
4/94
                                    Case Studies
                                       page C-5

-------
           SURFACE WATER SAMPLING EXERCISE: R. R. ACME LANDFILL
OBJECTIVE:
      Using available site information, develop a single SI sampling strategy to test a PA
      hypothesis of suspected contamination of surface water.
METHOD:
      1.  Review the general site information and map below.
      2.  Identify site sources on the map.
      3.  Identify probable points of entry (PPE).
      A.  Identify all primary and secondary targets.
      5.  Develop a sampling strategy to test the PA hypothesis of suspected release to
         surface water. You should use the procedures outlined in the SI guidance to
         demonstrate observed contamination. Because this is a single SI, all data must be
         sufficient to complete HRS scoring and documentation.
      6.  You are limited to 20 samples. You do not need to use all available samples.
      7.  Record your sampling strategy on the table provided.
      8.  BONUS CHALLENGE: Develop a sampling strategy to demonstrate actual
         contamination.
General Site Information:

      • The R. R. Acme Landfill is a municipal landfill that was active between 1950 and
       1980.
      • The PA has determined that the surface water pathway is the major pathway of
       concern for this site.
      • The PA has determined that the hazardous substances of concern are DDT, lead, and
       mercury.
      • Critical distances:
       - PPE to wetland = 200 feet
       - PPE to wilderness area and habitat = 0.5 miles
       - PPE to intake = 5 miles
Case Studies                                                                     4/94
page C-6

-------
 c
 o

 OB
 c

 E
 03

 C
 O
o

"O
 0)

 o
 0)
 Q.
 CO
 3
CO

 CO
 CD
 2.

 E
 CO
CO

-------
                        SOURCE SAMPLING STRATEGY
SITE NAME:
        Sample ID
Sample Type
Rationale
Total Samples:

Special Sampling Considerations:
Case Studies
page C-8
                                                                         4/94

-------
                     BONUS SOURCE SAMPLING STRATEGY
SITE NAME:
        Sample ID
Sample Type
Rationale
Total Samples:

Special Sampling Considerations:
4/94
                                    Case Studies
                                       page C-9

-------
CASE STUDY: SI SAMPLING STRATEGY

OBJECTIVE:                                                                          ^

      Using available site information for the Wolfram Industries site, develop a SI sampling
      strategy implementing procedures established in the SI guidance manual.

METHOD:

      1.  Review the site information provided with this case study.  The information is
         derived from the preliminary assessment (PA).

      2.  Identify the following elements and label them on the appropriate maps:
         - Sources
         - Targets
         - Areas of suspected contamination
         - PPE
         - In-water portion of the surface water pathway

      3.  Develop a list of objectives for an SI sampling plan

      4.  Develop a sampling strategy to test the following hypotheses:
         - Suspected release to ground water, surface water, and air
         - Suspected soil contamination
         - Exposure of targets to contaminated ground water, surface water, soil, and air

      5.  Include the following elements in the sampling strategy:
         - Characterization of background
         - Demonstration of attribution
         - Quality control (minimal)

      6.  There is a limit of 20 samples for this exercise. You are not required to use all
         allocated samples.

      7.  Plot all sampling locations on the site map(s).

      8.  Complete the sampling strategy table.
 Case Studies                                                                     10/94
 page C-10

-------
               SITE INSPECTION CASE STUDY:  WOLFRAM INDUSTRIES
 General Site Description

 Wolfram Industries is a 12-acre site located within an industrial area in Harbor Hill County,
 Fairlawn, New York. It consists of a laboratory, a warehouse, and a refinery.  The site was
 active from 1941 to 1989 and has since been abandoned. The Mosquito River is located east
 of the site and flows south into Harbor Hill Bay.  There are several small wetlands along the
 banks of the Mosquito River. A potato farm occupies a piece of land to the east of the river.
 Rainfall for this area is approximately 28 inches per year, according to the local weather sta-
 tion records.

 The GEMS data base provides the following population information for the region lying within
 4 miles of the site.
Distance from Site
Onsite
0 - y* mile
y* - 1/2 mile
y2 - 1 mile
1 - 2 miles
2 - 3 miles
3-4 miles
Population
0
250
1,080
4,520
9,900
35,400
67,900
 U.S. Census Bureau data for this region indicate an average 2.5 people per household.

 Operational History

 A review of site records indicates that this facility processed raw tungsten ore into tungsten
 metal via crushing and hydrochloric acid extraction and precipitation reactions.  Processed
 tungsten was used for making lighting filaments and for making other tungsten compounds.
 Waste products include acidic metallic slag that contains high concentrations of hexavalent
 chromium, lead, zinc, manganese, iron, copper, and cyanide.
4/94
Case Studies
   page C-11

-------
Information obtained during the PA revealed several possible source areas onsite (see Figure
1, Wolfram Industries site map).  The slag is stored in stacked 55-gallon drums throughout the
site.  The outdoor portions of the site are not paved. Two large piles of fine-grained black ore
tailings are adjacent to the refining facility.  They are estimated to contain 375 cubic yards of
waste within an estimated combined area of 416 square feet. A plastic-lined lagoon of
unknown depth is found to the north of the refinery. It occupies an area of 2,000 square feet.
The lagoon was reported to contain process waters and acidic solutions containing heavy
metals and cyanide. Plants were observed growing out of a portion of the lagoon. Three
monitoring wells that are 75 feet in depth are located around the lagoon.  One downgradient
monitoring well was reported to be vandalized and filled in with beer cans  and gravel. The
facility is fenced on three sides, but there is a large hole in the southern fence due to a recent
automobile accident.

Probable Substances of Concern

Based on observations made during the offsite reconnaissance for the PA, the  55-gallon
drums of slag are badly deteriorated and the contents of several drums are spilling black
powdery slag onto the ground.  Partially corroded drums were found on the north side of the
warehouse; their contents are  unknown. A topographic map of the area shows that the site
slopes toward the northeast, and it is documented that runoff from the site is directed into the
Mosquito River through an outfall pipe.  The soil between the outfall pipe and the river was
stained green and is devoid of vegetation.  Aerial photographs of the site and information
gathered during the PA indicate that there are 4,321 drums located outdoors.  There is no
containment and these drums are in contact with the unpaved ground. The area of stained
soil adjacent to the drums is estimated to be 400 feet by 600 feet. The area of contaminated
soil near the outfall is estimated to be 100 feet long by 10 feet wide.  The estimated  depth of
the contaminated soil for both areas is 0.5 feet. The combined volume of the two tailings piles
is estimated to be 375 cubic yards with  a surface  area of 416 square feet.

Geology and Ground Water

Based on information gathered from a United States Geological Survey (USGS) publication,
the native soil for the  site and surrounding area is a thin (0 to 2 feet thick) cover of loamy soil.
Beneath this soil lies a thick formation of sand and gravel that is part of the Atlantic Coastal
Plain from the Cretaceous Period.  A water table aquifer occurs at a depth of 60 feet below the
surface, although perched water tables exist over small and discontinuous clay lenses at
shallow  depths (about 10 feet) throughout the area. Ground water flow in  the vicinity of the
site is known to flow east-southeast or toward the Mosquito River.
Case Studies                                                                       4/94
page C-12

-------
                       Figure 1: Wolfram Industries Site Map
                                                         (Vandalized)
                                                         --"  2	
                                                        Outfall pipe
Warehouse
                                                    MW3  Staine
                                                            soil
                                         Heavy
                                       equipment
                                        storage
Parking lot
                                                                     Potato
                                                                      farm
                             Large drum dump
                               Stained soil
                          Not to Scale
4/94
                                                       Case Studies
                                                         page C-13

-------
Ground Water Pathway

According to the municipal water authority, potable water for residents within 4 miles of the site
comes from water reservoirs located 5 miles from the site.  A wellhead protection area does
not exist for this region. However, according to a USGS ground water data base, some resi-
dents have their own potable wells screened within a confined sand aquifer at a depth of 300
feet.  Groundwater from a shallow perched water table aquifer is used for the irrigation of Mr.
Spuds 4.5-acre potato farm. Some residents are supplied by ground water. They are eight
homes located 0.3 miles from the site and 44 homes at 3.75 miles.  This information was
obtained from a USGS computer listing of wells within the county.  No information is available
on any well closures due to site contamination.

Surface Water Pathway

The Mosquito River was identified on the topographic map as the closest surface water body
to the site.  It lies within 100 feet of the site. Based on information gathered during the offsite
reconnaissance, an outfall pipe from the facility and its associated stained soil area lie adja-
cent to the river bank.  The bank of this river is located several feet below the grade of the
site.  The Federal Emergency Management Agency (FEMA) indicates that the site is located
on the 10-year flood plain. On average, the Mosquito River flows at 1,500 cubic feet per
second, according to the USGS Water Resource Atlas for this region. The state fish and
wildlife bureau has confirmed that portions of this river serve as a fishery for catfish and small-
mouth bass and as a habitat for the state-designated endangered species known as the "long-
eared sunfish."  In addition, many sport saltwater fish are caught in Harbor Hill Bay located 3
miles to the south. One unmapped wetland (0.1 miles in length)  was observed along the river
closest to the site and another (0.4 miles in length) was identified from published wetlands
maps.  No known  drinking water intakes are located on the Mosquito River.

Soil Exposure Pathway

The PA states that there are no residents, schools, or day care centers located on or within
200 feet of an area of observed soil contamination.  A hole  in the fence of the facility allows
unauthorized access by children or others.  There are no terrestrial sensitive environments
located on any areas of observed contamination. The total population within 1 mile of the site
is 5,850 (based on GEMS data).

Air Migration Pathway

The nearest residence is located 0.24 miles west of the site and prevailing winds come from
the west. No windbreak or covering is associated with the tailings piles.
Case Studies                                                                       4/94
page C-14

-------
                          Figure 2:  Surface Water Pathway Map
                      Site
                                     Extent of salt water
                                                        t
                                                        N

                                                       = fishery

                                                   Not to Scale
                        15-mile target
                        distance limit
                       Harbor Hill Bay
4/94
                                                                              Case Studies
                                                                                 page C-15

-------
                             SI SAMPLING STRATEGY
           Sample ID
Sample Type
Rationale
Total Samples:

Special Sampling Considerations:

Requested Analyses:
Case Studies
pageC-16
                                         10/94

-------
                             SI SAMPLING STRATEGY
           Sample ID
Sample Type
Rationale
Total Samples:

Special Sampling Considerations:

Requested Analyses:
10/94
                                   Case Studies
                                     page C-17

-------
APPENDIX D
 SI Data Summary

-------
                             SI DATA SUMMARY
The investigator may use the SI Data Summary to compile analytical data and non-sampling
information concerning the site.  The Data Summary can be a checklist to:

              Summarize previous and newly-collected information
              Identify factors that have not been fully evaluated
              Focus additional data collection efforts

A completed SI Data Summary may facilitate entering data into PREscore or other SI scoring
and HRS documentation tools.

Responses on the SI Data Summary need not be typed; legible handwriting is acceptable.

The Data Summary is not a mandatory requirement for SI reporting; EPA Regional guidelines
may recommend using other mechanisms to summarize information collected during the SI or
to compile previous information about the site.

SI  Data Summary entries marked with an asterisk (*) are  optional during a focused SI.  For
pathways investigated during an expanded SI, all Data Summary entries should be completed.

If necessary, continuation pages to summarize  additional analytical results should be
photocopied and included with the Data Summary. A sample location map should be provided
or referenced for all analytical results.

The last page  of the Data Summary may be used to describe  additional site information
regarding a specific data element. In addition, this page may be used to describe or summarize
site information that has not been collected, is not available, or is not well documented.

-------
SI Data Summary

Site Name	
                             Site Name
                                    EPA Reglon_
                                       Date
Contractor Name or State Office and Address
                        GENERAL SITE  INFORMATION
1.  CERCLIS ID No.

    Address	

    County	
                               City
State
Zip Code
Congressional District
2.  Owner name
                      Operator name
    Owner address

    City	
    State
         Operator address

         City	
              State
3.  Type of ownership (check all that apply):
    D Private   D Federal/Agency	
    D Other	
                         D State  D County  D Municipal
                                      Reference(s)	
4.  Approximate size of property:	

5.  Latitude     "         	   Longitude
                       acres
6.  Site status:   D Active D Inactive D Unknown

7.  Years of operation: From:	to:	 D Unknown

6.  Previous Investigations:

    Type        Agency/State/Contractor            Date
                        Reference(s).

                        Reference(s)

                        Reterence(s)

                        Reterence(s)
                                                               Reference(s).

                                                               Reference(s)

                                                               Reference(s).

                                                               Reference(s)

                                                               Reference(s)

                                                               Reterence(s)

-------
SI Data Summary                                     Site Name
                       WASTE SOURCE INFORMATION
1.  Waste source types (check all that apply)
   D Constituent
   D Wastestream (type)
   D Landfill
   D Drums
   D Contaminated soil
   D Land treatment
   D Tanks or non-drum containers (type)
   D Pile (type)	
   D Surface impoundment (buried)
   D Surface impoundment (backfilled)
   D Other	

   Reference(s)   	
2. Types of wastes (check all that apply)

   D Organic chemicals
   D Inorganic chemicals
   D Municipal wastes
   D Radionuclides
   D Metals
   D Pesticides/Herbicides
   D Solvents
   D Other	
    Reference(s)
3.  Summarize history of waste disposal operations:
    Reference(s)

-------
       SI Data Summary                                          Site Name	

^     4.   Source characterization (Attach pages to show quantity and calculations.)
          Source 1 name:	        Source type.

          Describe source:        	
           Ground water migration containment:

           Surface water migration containment:
           Air migration (gas and migration) containment:
           Physical state of wastes:  D Liquid   D Solid  n Sludge/Slurry   DGas   D Unknown
           Constituent quantity of hazardous substances:         	(specify units)
           Wastestream quantity containing hazardous substances:         	(specify units)
           Volume of source (yd3):	        Area of source (ft2):	

           Hazardous substances associated with source 1:
           Reference(s)
           Source 2 name:  	          Source type.

           Describe source:       	
           Ground water migration containment:

           Surface water migration containment:
           Air migration (gas and migration) containment:
           Physical state of wastes:  D Liquid  D Solid  D Sludge/Slurry  D Gas  D Unknown
           Constituent quantity of hazardous substances:         	(specify units)
           Wastestream quantity containing hazardous substances:         	(specify units)
           Volume of source (yd3):	       Area of Source (ft2):	

           Hazardous substances associated with source 2:
           Reference(s)

-------
SI Data Summary                                         Site Name	

CONTINUATION PAGE FOR SOURCE CHARACTERIZATION


    Source #	Name	      Source type

    Describe source:       	
    Ground water migration containment:

    Surface water migration containment:
    Air migration (gas and migration) containment:
    Physical state of wastes:  D Liquid  D Solid  D Sludge/Slurry  DGas  D Unknown
    Constituent quantity of hazardous substances:         	(specify units)
    Wastestream quantity containing hazardous substances:         	(specify units)
    Volume of source (yd3):	       Area oi source (ft2):	

    Hazardous substances associated with source #	:
    Reference(s)
    Source #	Name	       Source type

    Describe source:	
    Ground water migration containment:

    Surface water migration containment:
    Air migration (gas and migration) containment:
    Physical state of wastes: D Liquid   D Solid  D Sludge/Slurry  D Gas  D Unknown
    Constituent quantity of hazardous substances:        	(specify units)
    Wastestream quantity containing hazardous substances:        	(specify units)
    Volume of source (yd3):	        Area of source (ft2):	

    Hazardous substances associated with source #	:
     Reference(s)

-------
SI Data Summary                                        Site Name	

5.  Description of removal or remedial activities

    If a removal has occurred, identify the removal authority and describe the activities.  Specify the
    date(s) of the removal.
    Reference(s)

-------
SI Data Summary                                      Site Name
                       GROUND WATER INFORMATION
1.   Ground water drinking water use within 4 miles of site sources:
    D Municipal    D Private  D Both    D No Drinking Water Use

    Reference(s)    	
2.  is ground water contaminated?
    D Yes D No  D Uncertain but likely  D Uncertain but not likely
    D Additional sampling required
    Is analytical evidence available?    D Yes  D No              Reference(s)

3.  is ground water contamination attributable to the site?
    D Yes D No  D Additional sampling required                Reference(s)
4.  Are drinking water wells contaminated?
    D Yes D No  D Uncertain but likely  D Uncertain but not likely
    d Additional sampling required
    Is analytical evidence available?    D Yes  D No              Reference(s)
5.* Net precipitation (HRS Section 3.1.2.2):	inches        Reference(s)	

6.  County average number of persons per residence:	Reference(s)	

7.  Discuss general stratigraphy underlying the site. Attach sketch of stratigraphic colun
    Reference(s)
 8.  Using Table GW-1 (next page), summarize geology underlying the site (starting withwr
    #1 as closest to ground surface).  Indicate if formation is interconnected with overlying formal

-------
Si Data Summary
                                                    Site Name

                           TABLE GW-1: SITE GEOLOGY
NAME OF FORMATION
1.
2.
3.
4.
5.
6.
INTER-
CONNECT?
(yes/no)






TYPE OF
MATERIAL






AVERAGE
THICKNESS
(FEET)






HYDRAULIC
CONDUCTIVITY
(CM/SEC)






USED FOR
DRINKING
WATER?






    Reference(s)
9.
Does a karst aquifer underlie any site source?
DYes  DNo
10. Depth to top of aquifer:
                               feet
Elevation:
Reference(s)

Reference(s)
11.  In the table below, enter the number of people obtaining drinking water from wells located
    within 4 miles of the site.  For each aquifer, attach population calculation sheets.  Key aquifer to
    formations listed in Table GW-1.
               POPULATION SERVED BY WELLS WITHIN DISTANCE CATERGORIES BY AQUIFER
DISTANCE OF WELL(S)
FROM SITE SOURCES
1/4 mile or less
>1/4 to 1/2 mile
>1/2 to 1 mite
>1 to 2 miles
>2 to 3 miles
>3 to 4 miles
AQUIFER A: INCLUDES
FORMATIONS






AQUIFER B: INCLUDES
FORMATIONS






AQUIFER C: INCLUDES
FORMATIONS






    Reference(s)
12. Is ground water from multiple wells blended prior to distribution?
    DYes  DNo                                            Reference(s)

-------
SI Data Summary                                        Site Name
 13.    Is ground water blended with surface water?
   DYes DNo                                            Reference(s)

Briefly describe:   	
14. Distance from any Incompletely contained source available to ground water to nearest
    drinking water well (HRS Section 3.3.1):     	feel             Reference(s)	
15. Briefly describe standby drinking water wells within 4 miles of sources at the site:
    Reference(s)
16. Using Table GW-2, summarize ground water analytical results for all sampling Investigations.
    Include and identify background ground water sample results.

17.* Ground water resources within 4 miles of site sources (HRS Section 3.3.3):
    D Irrigation (5-acre minimum) of commercial food or commercial forage crops
    D Commercial livestock watering
    D Ingredient in commercial food preparation
    D Supply for commercial aquaculture
    D Supply for major or designated water recreation area, excluding drinking water use
    D Water usable for drinking water but no drinking water wells are within 4 miles
    D None of the above

    Reference(s)      	

18. Wellhead protection area (WHPA) within 4 miles of site sources (HRS Section 3.3.4).
    D Source with non-zero containment factor value lies within or above WHPA
    D Observed ground water contamination attributable  to site  source(s) lies within WHPA
    D WHPA lies within 4 miles of site sources
    DNone
    Reference(s)
 Additional ground water pathway description:
 References(s)
                                              10

-------
r

<
o.
OC
UJ
o

D
O
rr
CJ
tr
o
u.
W
UJ
EC
O
O
UJ

CD
V)
UJ
O
s
CC
UJ
Li*
LU
ir
££
0
z —
o {2
P t
< 2
5 =
|o
U uj
o a
O —
UJ
0
z
1-
01
03
i
OC
I
S J
?, >
UJ rr
W UJ
c p.

d
LL
O
LU
a
0
*~ UJ
UJ 1
V)































i
g
O Irrigation D M
O Drinking water
People served
n Other


































O)
c
1
S
a Irrigation D M
O Drinking water
People served
O Other 	


































DO
C
1
g
D Irrigation O M
C] Drinking water
People served
O Other


































o>
c
1
D Irrigation OM
D Drinking water
People served .
D Other


































a
'g
a Irrigation DM
d Drinking water
People served
D Other


































•I
1
Jj
2 I8
fill
£0*0
ODD


































o
1
g
O Irrigation D M
d Drinking water
People served _
a Other ,


































1
g
D Irrigation d M
D Drinking water
People served _
n Other



                                                              11

-------
SI Data Summary                                      Site Name
                      SURFACE WATER  INFORMATION
   Complete this section of the data summary for each watershed If there are multiple
   watersheds.  Photocopy this page If necessary.

1.  Describe surface water migration path from site sources to at least 15 miles downstream.
   Attach a sketch of the surface water migration route.
    Reference(s)
2.  Is surface water contaminated?
    D Yes  O No  n Uncertain but likely  D Uncertain but not likely  D Additional sampling required
    Is analytical evidence available?    D Yes  D No                  Reference(s)	
3.  Is surface water contamination attributable to the site?
    D Yes D No  D Additional sampling required                    Reference(s)

4.  Floodplaln category In which site sources are located (check all that apply):
    D1-year D 10-year 0100-year  D 500-year D None             Reference(s)

5.  Describe flood containment for each source (MRS Section 4.1.2.1.2.2):

    Source #1  	 Flood containment     	

    Source #2  	 Flood containment     	

    Source #3  	 Flood'containment     	

    Source #	Flood containment    	

    Source #	Flood containment    	

    Source #	Flood containment    	

    Source #	Flood containment    	

    Reference(s)      	
 6.  Shortest overland distance to surface water from any source (MRS Section 4.1.2.1.2.1.3):
    	feet                                                 Reference(s)	
 7.* Size of drainage area (HRS Section 4.4.3):  	Acres          Reference(s)

                                             12

-------
SI Data Summary
                                                         Site Name
8.*  Describe predominant soil group wfthln the drainage area (HRS Section 4.1.2.1.2.1.2).
    Reterence(s)
9.'  2-year 24-hour rainfall (HRS Section 4.1.2.1.2.1.2):
    	inches

10."Elevation of the bottom of nearest surface water body:
       	feet above sea  level

11 .'Elevation of top of uppermost aquifer:
       	feet above sea  level
                                                                  Reference(s)


                                                                  Reference(s)


                                                                  Reference(s)
12. Predominant type of water body between probable point of entry to surface water and
    nearest drinking water Intake:
    D River   D Lake                                              Reference(s)	
13. Identify all drinking water Intakes, fisheries, and sensitive environments within 15 miles
    downstream.
TARGET NAME/TYPE






WATER
BODY TYPE






DISTANCE
FROM PPE






FLOW
(CFS)






TARGET
CHARACTERISTICS1






TARGET
SAMPLED?






    1lf target is a drinking water intake, provide number of people served by intake.
     If target is a fishery, provide species and annual production of human food chain organisms
       (pounds per year).
     If target is a wetland, specify wetland frontage (in miles).  Attach calculation pages.

    Reference(s)	
 14. Is surface water drinking water blended prior to distribution?
    D Yes  D No                                             Relerence(s)
                                               13

-------
SI Data Summary                                        Site Name
15.  Describe any standby drinking water intakes within 15 miles downstream.
    Reference(s)
16.*Surface water resources within 15 miles downstream (HRS Section 4.1.2.3.3):
    D Irrigation (5-acre minimum) of commercial food or commercial forage crops
    D Commercial livestock watering
    D Ingredient in commercial food preparation
    D Major or designated water recreation area, excluding drinking water use
    D Water designated by the state for drinking water use but is not currently used
    D Water usable for drinking water but  no drinking water intakes within 15 miles downstream
    D None of the above

    Reference(s)      	

17. Using Table SW-1, summarize surface water analytical results for all sampling Investigations.
    Include and identify background sample results.
                                               14

-------

tr
UJ
HI
O
<
u.
CC
3
CO

cc
O
u.

(0



en
UJ
cc
£

Z
cc
<

£
01
_J
m
en
UJ
c
UJ
UJ
cc
Z
Bl
r*
UJ ^
o
ll
< 5
tr -5
t >•
Z u.
go
U UJ
og.
o ~
en ui
o o
O 3E
CC H
NJ ffi
I W
tli UJ
05
< <
UJ
SAMPLE OBJECTI
UJ
J UJ
CL p^

o
^<
Is
en
























c
O Release O Rshery
O Drinking water
O Sensitive environme
Distance from PPE
Ifl C
DDD




























c
n Release D Fishery
D Drinking water
d Sensitive environme
Distance fronLPPE
«! C
1 1 -
DDD




























c
D Release CD Rshery
D Drinking water
D Sensitive environme
Distance frortLPPE_
« c
3 1 .
§•6^
°" * S
< c/5 O
DDD




























c
D Release D Fishery
D Drinking water
D Sensitive environme
Distance from PPE
« c
§ ! J
< c? 6
DDD




























c
n Release O Rshery
O Drinking water
O Sensitive environme
Distance from PPE
« c
<"$ 0
DDD




























'c
(3 Release D Fishery
Q Drinking water
D Sensitive environme
Distance from PPE
VI 'c
< & 0
DDD




























c
n Release d Rshery
d Drinking water
O Sensitive environme
Distance from PPE
Aqueous
Sediment
Other
DDD




























c
O Release n Rshery
d Drinking water
D Sensitive environme
Distance from PPE
§ I -
1*1
DDD





























O Release n Fishery
D Drinking water
D Sensitive environme
Distance from PPE
3 O
DDD




                                                              15

-------
             SI Data Summary                                        Site Name
                                             SOIL  INFORMATION
             1.  Is surflcial or soil contamination present at the site?
                D Yes D No  D Uncertain but likely  D Uncertain but not likely
                D Additional  sampling required
                is analytical evidence available?    D Yes D No              Reference(s)	

             2.  Is surflcial or soil contamination attributable to the site?
                D Yes D No  D Additional sampling required

             3.  Is surficlal contamination on the property and within 200 feet of a residence, school, daycare
                center, or workplace?
                D Yes D No  D Uncertain but likely  D Uncertain but not likely
                D Additional  sampling required
                Is analytical evidence available?    D Yes D No              Reference(s)	

             4.* Total area of surflcial contamination (MRS Section 5.2.1.2):
                	square feet                               Reference(s)	
             5.* Attractiveness/accessibility of the areas of observed contamination (HRS Section 5.2.1.1). Check
                all that apply:

                D Designated recreational area                                                            ™
                D Used regularly, or accessible and unique recreational area
                D Moderately accessible with some use
                D Slightly accessible with some use
                D Accessible with no use
                D Inaccessible with some use
                D Inaccessible with no use

                Reference(s)     	

             6.  Using Table SE-1, summarize analytical results detecting surflcial contamination within 200 feet
                of a residence, school, daycare center, or workplace.  Include and identify background sample
                results.

             7.  Using Table SE-2,  summarize analytical  results detecting surficlal contamination within the
                boundary of a resource or a terrestrial sensitive environment.  Include and identify background
                sample results H not listed in Table SE-1.

             8.  Population  within 1-mlle travel distance from site.  Do not include populations from Table SE-1.
DISTANCE FROM SITE SOURCES
1/4 mile or less
>1/4 lo 1/2 mile
>1/2 to 1 mile ""•**
POPULATION



                 Reference(s)
!                                                          16

-------
X

tx
UI
cc

to
o
0,
X
UJ
_J
6
CO
OC
o
u.
CO
3
CO
UI
cc
u
UJ
CO

U]

m
83
UI
cc
UI
UI
cc
o
if
fc >•
go
X UI
O a
CO UJ
= 0
21
C H-
< v>
N CD
< =>
Z «
Z
1
&
8
£
E
UI
a
O
a
TYPE OF
si £
*S o
w "
o
< «*
en























|
^
fft
D Ji
8*8
S re ^
cc o 5
DDC





























|
^
W)
Dl
8 * ?
Ill
DDC





























|
•Q
u5
D S
8 " 8
'« S-l
tr o 5





























|
^
UJ
D |
8 8 8
n Residen
CD Day care
DWorkcte





























1
•^
w5
D a
o c
c o ft
® S-e
rs o •£
CL O $
DDC





























•5


C S
88
c o> n
32 S -*
Isl
DDC





























^
^
UJ
D £
8 8 8
c o re
•8 ^ "o
S O J£
!fl >> o
1© re cf
OC O ?
DDC





























•5
o
y
fj\
D |
8^8
C ® TO
-n i "5
32 o *
8 iB-l
IT D 5
DDD






                                                             17

-------
I
UJ
rr

CO
O
0.
X
UJ
-I

6
tf>
tc
o
u.
CO
CO
UJ
cc
o
























a> at
O Terrestrial sensitive
environment
D Resources*
D Commerdal agricultur
O Commerdal silvicultur
D Commerdal livestock
production or grazing




























at m
Cl Terrestrial sensitive
environment
O Resources*
D Commerdal agricultur
O Commerdal silvicultur
(3 Commerdal livestock
production or grazing




























ffi a>
d Terrestrial sensitive
environment
D Resources*
O Commerdal agricultur
D Commerdal silvicultur
D Commerdal livestock
nraducUon or arazino




























m ffi
D Terrestrial sensitive
environment
d Resources*
O Commerdal agricultur
D Commerdal silvicultur
Cl Commerdal livestock
production or grazing





                                                              18

-------
SI Data Summary
Site Name
                                 AIR INFORMATION
1.   Is air contamination present at the site?
    D Yes  D No   D Uncertain but likely   D Uncertain but not likely
    D Additional sampling required
    Is analytical evidence available?    D Yes  D No             Reterence(s)	

2.   Is air contamination attributable to the site?
    D Yes  D No   O Additional sampling required

3.   Are populations, sensitive environments,  or  wetlands  exposed  to airborne  hazardous
    substances released from the site?
    D Yes  D No   D Uncertain but likely   D Uncertain but not likely
    D Additional sampling required
    Is analytical evidence available?    D Yes  D No             Reference(s)	

4.   Evidence of blogas release from any of the following source types at the site:
    D Below-ground containers or tanks    D Landfill  D Buried surface impoundment
    Reference(s)       	

5.*  Paniculate migration potential  factor value:	 (HRS Figure 6-2)

6.*  Paniculate mobility factor value:	  (HRS Figure 6-3)

7.   Distance from any Incompletely contained source to nearest residence or regularly occupied
    area:   	miles      Reference(s)	

8.   Population within 4 miles of site sources.
DISTANCE FROM SITE SOURCES
0 (within site sources)
1/4 mile or less
>1/4 to 1/2 mile
> 1/2 to 1 mile
>1 to 2 miles
>2 to 3 miles
>3 to 4 miles
POPULATION







    Reference(s)
9.* Resources within % mile of site sources (HRS Section 6.3.3):
    D Commercial agriculture
    D Commercial silviculture
    D Major or designated recreation area
    D None of the above
    Reference(s)
                                              19

-------
SI Data Summary                                      Site Name

10. Sensitive environments and wetlands within 4 miles of the site.
NAME/DESCRIPTION/LOCATION OF
SENSITIVE ENVIRONMENT OR
WETLAND







DISTANCE FROM
SITE (MILES)







TYPE OF SENSITIVE
ENVIRONMENT







WETLAND SIZE
(ACRES)







    Reference(s)
11.    Using Table AIM, summarize air analytical results for all sampling Investigations.  Include
       and identify background sample results.
                                             20

-------
0.
(Z
o
u.
C/J

_l
3
cn
UJ
cr
o
LL
O
5
13
W
UJ
_l
CD
CO
LU
cc
UJ
u.
ll 1
UJ
cc
§
f= t
O 2
c3
O
§£

fefc
Sg
8«
CO UJ
D 0
O Z
0 <
CC t-
-* tft
ia VI
ft CD
< ^
I w
TARGET(S) WITHIN
DISTANCE CATEGORY

If
UJ =
o 5.
<£
Z; r-
CO CO
o
UJ
-J ui
• t
< f-
ta
D
~ UJ
^5
°- 0
1-
r
















Number of people
Name of sens, environment
Wetland acreage
DD D





























Number of people
Name of sens, environment
Wetland acreage
DD D





























Number of people
Name of sens, environment
Wetland acreage
DD D





























Number of people
Name of sens, environment
Wetland acreage
D D D





























Number of people
Name of sens, environment
Wetland acreage
DD D





























Number of people
Name of sens, environment
Wetland acreage
DD D





























Number of people
Name of sens, environment
Wetiand acreage
DD D













                                                                   21

-------
SI Data Summary
Site Name
          ADDITIONAL INFORMATION AND COMMENTS
 Reference(s)
                              22

-------