v>EPA
           United States
           Environmental Protection
           Agency
            Office of Research and
            Development
            Washington, DC 20460
EPA/625/R-92/013
December 1992
Environmental
Regulations and
Technology
Control of Pathogens and
Vector Attraction in
Sewage Sludge


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                                               EPA/625/R-92/013
                                                December 1992
Environmental  Regulations and Technology

  Control of Pathogens and Vector Attraction
                 in Sewage Sludge
           (Including Domestic Septage)
              Under 40 CFR Part 503
                    This guidance was prepared by

                  U.S. Environmental Protection Agency

                  Office of Research and Development
              Office of Science Planning and Regulatory Evaluation
               Center for Environmental Research Information
                      Cincinnati, OH 45268

                        Office of Water
                   Office of Science and Technology
                    Sludge Risk Assessment Branch
                      Washington, DC 20460
                                           Printed on Recycled Paper

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    This document was produced by the U.S. Environmental
Protection Agency (EPA's) Pathogen Equivalency Committee
(PEC), consisting of Robert Bastian, Joseph Farrell, G. Shay
Fout, Walter Jakubowski, Norman Kowal, Mark Meckes, and
J.E. Smith, Jr. Joseph Farrell contributed significantly to the
document's preparation. Among his contributions were data and
other information and the writing of Chapters 7 and 8 and
Appendices C, D, and E. Mark Meckes contributed the expla-
nation of the fecal coliform test. G. Shay Fout and Daniel R.
Dahling wrote Appendix H, with contributions from colleagues
in the Virology Branch, Microbiology Research Division, of
EPA's Environmental Monitoring and Support Laboratory. The
contributions of Robert M. Southworth of EPA's Office of
Water,  who  critically reviewed the document, are especially
appreciated.  Jan Connery of Eastern Research Group, Inc., in
Lexington Massachusetts, prepared and edited the document
under the committee's direction and from information and data
supplied by the committee. Other EPA regional, office, and
laboratory personnel also contributed information and sugges-
tions for improving this document. Their assistance is sincerely
appreciated.

    This report has been reviewed by the U.S. Environmental
Protection Agency and approved for publication. The process
alternatives, trade names, or commercial products are only ex-
amples  and  are not endorsed or recommended by  the U.S.
Environmental Protection Agency. Other alternatives may exist
or may be developed.

This guidance was published by
U.S. Environmental Protection Agency
Office of Research and Development
Office of Science, Planning and Regulatory Evaluation
Center for Environmental Research Information
Cincinnati, OH 45268

    COVER PHOTOGRAPH: Application of sewage sludge
compost to the White House lawn.
                                                        11

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                                            Contents
           Abbreviations and Acronyms	viii

Chapter 1  Introduction	 1
            1.1 What Is Sewage Sludge?	 1
            1.2 U.S. Regulation of Sewage Sludge	 1
            1.3 What's in This Document?	 2

Chapter 2  Protection of Public Health and the Environment from Sewage Sludge Pathogens	5
            2.1 What Are the Pathogens of Concern?	 5
            2.2 How Does Exposure Occur?	 5
            2.3 How Well Do Pathogens Survive in the Environment?	 6
            2.4 How Can the Public and Animals Be Protected?	 6
            2.5 How Can Pathogen Reduction Be Measured?	 7
            2.6 What Units Are Used to Measure Microorganism Density Under Part 503?	 8

Chapter 3  Overview of Part 503 Subpart D Requirements, Their Applicability, and
           Related Requirements	  11
            3.1 Introduction	  11
            3.2 Pathogen Reduction Requirements	  11
            3.3 Vector Attraction Reduction Requirements [503.33]	  11
            3.4 Applicability of the Requirements [503.15]	  12
            3.5 Frequency of Monitoring	  12
            3.6 Recordkeeping Requirements [503.17 and 503.27]	  12
            3.7 Reporting Requirements for Sewage Sludge [503.18 and 503.28]	  13
            3.8 Permits and Direct Enforceability [503.3]	  14
            3.9 Compliance Period  [503.2]	  14

Chapter 4  Class A Pathogen Requirements	•	  17
            4.1 Introduction	  17
            4.2 Vector Attraction Reduction to Occur With or After Class A Pathogen Reduction
               [503.32(a)(2)]	  17
            4.3 Monitoring of Fecal Coliform or Salmonellae to Detect Regrowth [503.32(a)(3)-(8)]	  17
            4.4 Alternative 1: Thermally Treated Sewage Sludge [503.32(a)(3>]	  18
            4.5 Alternative 2: Sewage Sludge Treated in a High pH—High Temperature Process
               (Alkaline Treatment) [503.32(a)(4>]	  19
            4.6 Alternative 3: Sewage Sludge Treated in Other Processes [503.32(a)(5>]	  19
            4.7 Alternative 4: Sewage Sludge Treated in Unknown Processes [503.32(a)(6>]	 20
            4.8 Alternative 5: Use of PFRP [503.32(a)(7)]	 20
            4.9 Alternative 6: Use of a Process Equivalent to PFRP [503.32(a)(8>]	 21

Chapter 5  Class B Pathogen Requirements and Requirements for Domestic Septage Applied to
           Agricultural Land, a Forest, or a Reclamation Site	 23
            5.1 Introduction	 23
            5.2 Sewage Sludge Alternative 1: Monitoring of Fecal Coliform [503.32(b)(2>]	 23
            5.3 Sewage Sludge Alternative 2: Use of PSRP [503.32(b)(3>]	 24
            5.4 Sewage Sludge Alternative 3: Use of Processes Equivalent to PSRP [503.32(b)(4>]	 24
            5.5 Site Restrictions [503.32(b)(5)]	 25
                                                 m

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            5.6 Domestic Septage [503.32(c)]	26

Chapter 6  Requirements for Reducing Vector Attraction	27
            6.1 Introduction	27
            6.2 Option 1: Reduction in Volatile Solids Content [503.33(b)(l)]	27
            6.3 Option 2: Additional Digestion of Anaerobically Digested Sewage Sludge [503.33(b)(2)J.. 27
            6.4 Option 3: Additional Digestion of Aerobically Digested Sewage Sludge [503.33(b)(3)] ... 27
            6.5 Option 4: Specific Oxygen Uptake Rate (SOUR) for Aerobically Digested Sewage Sludge
               [503.33(b)(4)]	28
            6.6 Option 5: Aerobic Processes at Greater Than 40°C [503.33(b)(5>]	29
            6.7 Option 6: Addition of Alkali [503.33(b)(6>]	29
            6.8 Option 7: Moisture Reduction of Sewage Sludge Containing No Unstabilized Solids
               [503.33(b)(7>]	29
            6.9 Option 8: Moisture Reduction of Sewage Sludge Containing Unstabilized Solids
               [503.33(b)(8)]	29
            6.10 Option 9: Injection [503.33(b)(9)]	29
            6.11 Option 10: Incorporation of Sewage Sludge into the Soil [503.33(b)(10)]	30
            6.12 Option 11: Covering Sewage Sludge [503.33(b)(ll>]	30
            6.13 Option 12: Raising the pH of Domestic Septage [503.33(b)(12)]	30

Chapter 7  Meeting the Quantitative Requirements of the Regulation	31
            7.1 Introduction	31
            7.2 Process Conditions	31
            7.3 Monitoring Events: Needs and Duration.	32
            7.4 Correspondence of Samples	33
            7.5 Adjusting for Diluents	33
            7.6 Representative Samples	33
            7.7 Regulatory Objectives and Number of Samples That Should Be Tested	34

Chapter 8  Sampling Procedures and Analytical Methods	41
            8.1 Introduction	41
            8.2 Safety Precautions	41
            8.3 Sampling Free-Flowing Sewage Sludges	41
            8.4 Sampling Thick Sewage Sludges	42
            8.5 Sampling Dry Sewage Sludges	43
            8.6 Control of Temperature, pH, and Oxygenation After Sample Collection	43
            8.7 Sample Compositing and Size Reduction	44
            8.8 Requirements for Sample Containers and Sampling Tools	44
            8.9 Packaging and Shipment	45
            8.10 Documentation	45
            8.11 Analytical Methods	46
            8.12 Quality Assurance	46

Chapter 9  Processes to Significantly Reduce Pathogens (PSRPs)	49
            9.1 Introduction	49
            9.2 Aerobic Digestion	49
            9.3 Anaerobic Digestion	51
            9.4 Air Drying	52
            9.5 Composting	52
            9.6 Lime Stabilization	54
            9.7 Equivalent Processes	54

Chapter 10  Processes to Further Reduce Pathogens (PFRPs)	55
            10.1 Introduction	55
            10.2 Composting 	55
            10.3 Heat Drying	55
            10.4 Heat Treatment	56
            10.5 Thermophilic Aerobic Digestion	56
            10.6 Beta Ray and Gamma Ray Radiation	57
                                                IV

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            10.7 Pasteurization	 58
            10.8 Equivalent Processes	 58

Chapter 11   Role of EPA's Pathogen Equivalency Committee in Providing Guidance Under Part 503	59
            11.1 Introduction	 59
            11.2 Overview of the PEC's Equivalency Recommendation Process	 61
            11.3 Basis for PEC Equivalency Recommendations	 61
            11.4 Guidance on Demonstrating Equivalency for PEC Recommendations	 66
            11.5 Guidance on Application for Equivalency Recommendations	 67
            11.6 Examples of Recommendations	 68

Chapter 12   References	 71
Appendix A  EPA Regional and State Sludge Coordinators and Map of EPA Regions	 73

Appendix B  Subpart D of the Part 503 Regulation	 81

Appendix C  Determination of Volatile Solids Reduction by Digestion 	 85

Appendix D  Guidance on Three Vector Attraction Reduction Tests	 93

Appendix E  Determination of Residence Time for Anaerobic and Aerobic Digestion	 99

Appendix F  Sample Preparation for Fecal Coliform Tests and Salmonella sp. Analysis	  103

Appendix G  Kenner and Clark (1974) Analytical Method for Salmonella sp. Bacteria	  107

Appendix H  Method for the Recovery and Assay of Enteroviruses from Sewage Sludge	  117

Appendix I   Analytical Method for Viable Helminth Ova	  147

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                                            Figures







 1-1.    Generation, treatment, use, and disposal of sewage sludge	1



 1-2.    EPA policy on sludge management	2



 9-1.    Aerobic digestion. ...,,	50



 9-2.    Two-stage anaerobic digestion (high rate)	51



 9-3.    Static aerated pile composting	53



10-1.    Schematic representation of cobalt-60 (gamma ray) irradiation facility at Geiselbullach, Germany.. 57



10-2.    Beta ray scanner and sludge spreader.	57



11-1.    When is application for PFRP or PSRP equivalency appropriate?	60



11-2.    Role of the PEC under Part 503	62



A-l.    EPARegions	74
                                                 VI

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                                             Tables
 2-1.    Principal Pathogens of Concern in Municipal Wastewater and Sewage Sludge	 6

 2-2.    Survival Times of Pathogens in Soil and on Plant Surfaces	 7

 2-3.    General Approaches to Controlling Pathogens and Vector Attraction in Sewage Sludge	7

 3-1.    Subpart D Requirements for Bulk Sewage Sludge	 12

 3-2.    Subpart D Requirements for Sewage Sludge Sold or Given Away in a Bag or Other Container ... 13

 3-3.    Subpart D Requirements for Domestic Septage Applied to Agribultural Land, a Forest, or a
        Reclamation Site or Placed on a Surface Disposal Site	 13

 3-4.    Frequency of Monitoring for Land Application and Surface Disposal	 13

 3-5.    Summary of Pathogen-Related and Vector Attraction Reduction-Related Recordkeeping
        Requirements for Land Application of Sewage Sludge	 14

 3-6.    Summary of Pathogen-Related and Vector Attraction Reduction-Related Recordkeeping
        Requirements for Surface Disposal of Sewage Sludge	 15

 4-1.    The Four Time-Temperature Regimes for Alternative 1 (Thermally Treated Sewage
        Sludge) [503.32(a)(3)]	 19

 4-2.    Processes to Further Reduce Pathogens (PFRPs) Listed In Appendix B of 40 CFR Part 503	21

 4-3.    A Partial List of Processes Recommended as Equivalent to PFRP Under Part 257	21

 5-1.    Processes to Significantly Reduce Pathogens (PSRPs) Listed in Appendix B
        of 40 CFR Part 503	 24

5-2.    A Partial List of Processes Recommended as Equivalent to PSRP Under Part 257	 24

6-1.    Summary of Requirements for Vector Attraction Reduction Under Part 503	 28

7-1.    True Geometric Mean Needed If Standard Fecal Coliform Density of 2 Million CFU Per
        Gram Is to Be Rarely Exceeded	 35

8-1.    Analytical Methods Required Under Part 503	 46
                                               vu

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                     Abbreviations and Acronyms
BOD
°C
CFR
CPU
cm
EPA
oF
FFSR
FFVSR
FR
FVSR
g
gpm
hr
kg
L
log
m3
m.b.
mg
MOD
min
mL
MPN
no.
02
OWEC
PEC
PFRP
PFU
psig
PSRP
RSC
SM
SOUR
sp.
SRAB
SSC
TS
TSS
VS
VSS
biological oxygen demand
degrees centigrade
Code of Federal Regulations
colony-forming unit
centimeter(s)
U.S. Environmental Protection Agency
degrees Fahrenheit
fractional fixed solids reduction
fractional fixed volatile solids reduction
Federal Register
fractional volatile solids reduction
gram(s)
gallons per minute
hour(s)
kilogram(s)
liter(s)
logarithm
cubic meter(s)
mass balance
milligram(s)
million gallons/day
minute(s)
milliliter(s)
most probable number
number
oxygen
EPA Office of Wastewater Enforcement and Compliance
EPA Pathogen Equivalency Committee
process to further reduce pathogens
plaque-forming unit
pounds per square inch gauge
process to significantly reduce pathogens
EPA Regional Sludge Coordinator
"Standard Methods for the Examination of Water and Wastewater," 18th edition
specific oxygen uptake rate
species
EPA Sludge Risk Assessment Branch
State Sludge Coordinator
total solids
total suspended solids
volatile solids
volatile suspended solids
                                       vm

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                                                       Chapter 1
                                                     Introduction
1.1  What Is Sewage Sludge?
     Sewage sludge—the residue generated during treatment of
domestic sewage (Figure  1-1)—is  used as a soil conditioner
and partial fertilizer in the United States and many other coun-
tries. It is applied to agricultural land (pastures and cropland),
disturbed areas (mined lands,  construction sites, etc.), plant
nurseries, forests, recreational areas (parks, golf courses, etc.),
cemeteries, highway and  airport runway medians, and home
gardens  (see photographs  on pages 3 and 4).  Certain publicly
owned treatment works (POTWs) own or have access to land
dedicated solely to disposal of sewage sludge—a practice re-
ferred to as surface disposal. The U.S. Environmental Protec-
tion Agency (EPA), the primary federal agency responsible for
sewage sludge management, encourages the beneficial use of
sewage sludge (Figure 1-2). A 1988 survey found that as much
as 33%  of the sewage sludge generated in the United  States
was  being applied to land (EPA, 1988).1

     Sewage sludge has beneficial plant nutrients and soil con-
ditioning properties; however, it may also contain bacteria, vi-
ruses, protozoa, parasites, and other microorganisms that can
cause disease. Land application and surface disposal of sewage
sludge create a potential for human exposure to these organisms
through direct and indirect contact. To protect public health
from these  organisms  and  from the pollutants  that  some
sludges2 contain, many countries now  regulate the use  and
disposal of sewage sludge.
1.2 U.S. Regulation of Sewage Sludge
    In the United States, the use and disposal of sewage sludge
(including domestic septage) are regulated under 40 CFR Part
503.3 This regulation, promulgated on February 19, 1993, was
issued under the authority of the Clean Water Act as amended
in 1977 and the 1976 Resource Conservation and Recovery Act
(RCRA). For most sewage sludge,4 the new regulation replaces
'Domestic septage—the material removed from septic tanks and other on-site treatment
systems that receive only domestic sewage—is a form of sewage sludge and therefore may
also be applied to the land or disposed in a surface disposal site.
2In this document, the term "sludge" always refers to sewage sludge.
 Because domestic septage is a form  of sewage sludge, any use of the term "sewage
sludge" or "sludge" in this document includes domestic septage.
 Sewage sludge generated at an industrial facility during the treatment of domestic sewage
commingled with industrial wastewater in an industrial wastewater treatment facility is
still covered under 40 CFR Part 257 if the sewage sludge is applied to the land.
                              INDUSTRIAL
                              WASTEWATER
                              GENERATION
                                                                                SEWAGE SLUDGE
                                                                                TREATMENT

                                                                                • Digestion
                                                                                • Drying
                                                                                « Composting
                                                                                • Lime stabilization
                                                                                • Heat treatment
                                                                                • Etc.
                                                                                               USE
                                                                                          DISPOSAL
                                      Land Application

                                      • Agricultural land
                                      • Strip-mined land
                                      • Forests
                                      • Plant nurseries
                                      • Cemeteries
                                      • Parks, gardens
                                      • Landfill cover
                                      » Lawns and home
                                      • gardens
Figure 1-1.  Generation, treatment, use, and disposal of sewage sludge.

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   The  U.S. Environmental  Protection Agency  (EPA)
   will actively promote those municipal sludge man-
   agement practices that provide for the beneficial use
   of sludge while maintaining or improving environ-
   mental quality and protecting human health. To im-
   plement  this  policy, EPA  will  continue  to  issue
   regulations that protect public health and other en-
   vironmental values.  The Agency will require states
   to establish and maintain programs to ensure that
   local governments utilize sludge management tech-
   niques that are consistent with federal  and state
   regulations and guidelines. Local communities will
   remain responsible for choosing among alternative
   programs; for planning, constructing, and operating
   facilities to meet their needs; and for ensuring the
   continuing  availability of adequate and acceptable
   disposal or use capacity.
Figure 1-2.  EPA policy on sludge management. Source: EPA, 1984.

40 CFR Part 257—the original regulation governing the use
and disposal of sewage sludge—in effect since 1979.


Protection of Public Health and the Environment
    In the judgment of the Administrator of EPA, Subpart D
of the Part 503 regulation protects public health and the envi-
ronment through requirements designed to reduce the potential
for contact with the disease-bearing microorganisms (patho-
gens) in  sewage sludge applied to the land or placed on a
surface disposal site. These requirements are divided into:

•  Requirements designed to control and reduce pathogens hi
   sewage sludge.

•  Requirements designed to reduce the ability of the sewage
   sludge to attract vectors (insects and other living organisms
   that can transport sludge pathogens away from the land ap-
   plication or surface disposal site).

    Subpart D  includes both performance- and  technology-
based requirements. It is designed to provide a more flexible
approach than Part 257, which required sewage sludge to be
treated by specific listed or approved treatment technologies.
Under Part 503, treatment works may continue to use the same
processes they used under Part 257, but they now also have the
freedom to modify conditions and combine processes with each
other, as long as the treated sewage sludge meets the applicable
requirements.
Environmental Effects of Pathogens in Sewage Sludge
    A major environmental concern (other than effects on pub-
lic health) associated with land application of sewage sludge is
the effect of pathogens on animals. Certain human pathogens
can cross species lines and infect animals, particularly warm-
blooded animals. Little information is available on whether
these pathogens pose a risk to wildlife. Available information
on the impact of sludge pathogens on grazing animals suggests
that the Part 503 Subpart D requirements for pathogen control
(which include restrictions on grazing) protect grazing animals
(EPA, 1992).


1.3 What's in This Document?
    This document describes the federal requirements concern-
ing pathogens in sewage sludge applied to land or placed on a
surface disposal site, and it provides guidance concerning those
requirements. The document is intended for:

•  Owners and operators of treatment works treating domestic
   sewage.

•  Developers or marketers of sewage sludge treatment processes.

•  Groups that distribute and market sewage sludge products.

•  Individuals involved in applying sewage sludge to land.

•  Regional, state, and local government officials responsible
   for  implementing and enforcing the Part 503 Subpart D
   regulation.

•  Consultants to these groups.

•  Anyone interested in understanding the federal requirements
   concerning pathogens in sewage sludge.

    Chapter 2 of this document discusses why pathogen control
is necessary to protect public health and the environment, and
Chapters 3 through 6 describe the current federal requirements
under Subpart D of Part 503. Chapters 7 and 8 discuss sampling
and analysis to meet the quantitative requirements of Part 503.
Chapters 9 and 10 describe the sewage sludge treatment proc-
esses listed under Part 503.  Chapter 11 discusses the kind of
support EPA's  Pathogen Equivalency Committee can provide
to permitting authorities.

    The appendices provide additional information on:

•  Determination of volatile solids and residence time for di-
   gestion.

•  Sample preparation and analytical methods for meeting the
   Part 503 pathogen reduction requirements.

•  Tests for demonstrating reduced vector attraction.

Also, Appendix A lists EPA and state sludge coordinators, and
Appendix B contains Subpart D of the Part 503 regulation.

    Many sewage sludges also contain heavy metals that .may
pose public health and environmental concerns. The federal
regulation under 40 CFR Part 503 includes requirements de-
signed to limit the amount of heavy metals in sewage sludge
applied to land or placed on a surface disposal site. This docu-
ment focuses on pathogen-related requirements and does not
discuss the heavy metal requirements.

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Highway median strip in Illinois after  land application of dried
sludge. (Photo courtesy of Metropolitan Water Reclamation District of
Greater Chicago)
Flower beds amended with sludge compost in Tulsa, Oklahoma.
(Photo courtesy of City of Tulsa, Oklahoma)
Injection of liquid sludge into sod.
                                                                  Oat field showing sludge-treated (right) and untreated (left) areas.
                                                                  (Photo courtesy of City of Tulsa, Oklahoma)

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Mine apdl land  before  sludge treatment  Note sparse, weedy
growth Incapable of supporting grazing cattle. (Photo courtesy of
City of Tutea, Oklahoma)
Corn grown on sludge-treated soil (right) and untreated soil (left).
Mlno spoil land after sludge treatment. Note lush vegetative cover
on reclaimed soil which will support grazing. (Photo courtesy of City
of Tulsa, Oklahoma)
Cross-section of Douglas fir tree showing how sludge application
increases tree growth. Note increased size of outer rings indicat-
ing more rapid growth after sludge application.  (Photo courtesy of
Metro Silvigrow)

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                                                   Chapter 2
                     Protection of Public Health and the Environment from
                                        Sewage Sludge Pathogens
2.1 What Are the Pathogens of Concern?
    Municipal wastewater generally contains four major types
of human pathogenic (disease-causing) organisms: bacteria, vi-
ruses, protozoa, and helminths (parasitic worms) (EPA, 1985).
The actual species and density of pathogens present in waste-
water from a particular municipality (and the sewage sludge
produced when treating the wastewater) depend on the health
status of the local communityT,-and may vary substantially at
different times. The level of pathogens present in sewage sludge
also depends on the reductions achieved by the wastewater and
sewage sludge treatment processes.

    The pathogens hi wastewater are primarily associated with
insoluble solids. Primary wastewater treatment processes con-
centrate these solids into sewage sludge,  so  untreated or raw
primary sewage sludges have higher densities of pathogens than
the incoming  wastewater. Biological  wastewater treatment
processes such as lagoons, trickling filters, and activated sludge
treatment may substantially reduce the number of pathogens in
the wastewater (EPA, 1989).

    Nevertheless, the resulting  biological sludges may  still
contain sufficient levels of pathogens to pose a public health
and environmental concern.1 Table 2-1 lists some principal
pathogens of concern that may be present hi wastewater and/or
sewage sludge. These organisms and other pathogens can cause
infection or disease if humans and animals are exposed to  suf-
ficient levels of the organisms or pathogens. The levels—called
infectious doses—vary for each pathogen  and each host.

    Some of the common pathogens of concern that appear in
municipal wastewater and sludge are shown in the photographs
on pages 9 and 10. These include ascarids  (Ascaris  lumbri-
coides and Toxocard), whipworms  (Trichuris sp.), tapeworms
(Hymenolepis sp. and Taenia sp.),  amoeba (Entamoeba coli),
and giardia (Giardia lamblia). As shown hi these photographs,
several color  staining procedures are needed to identify the
organisms and the different structures  within the organisms.
The photograph of Giardia lamblia depicts specimens stained
with Lugol's iodine solution, showing two nuclei, a  median
body, and axonemes in each.  In addition,  scientists use a blue
filter when photographing the pathogenic organisms through a
'AS mentioned in Chapter 1, a major environmental concern (other than effects on public
health) is the potential effect of some human pathogens on animals.
microscope. This filter is necessary to show the natural color
of the organisms.


2.2 How Does Exposure Occur?
    When  sewage sludge  is applied to land or placed on a
surface disposal site, humans and animals can be exposed to
pathogens directly by coming into contact with the sewage
sludge, or indirectly by consuming drinking water or food con-
taminated by sewage sludge pathogens. Insects, birds, rodents,
and even farm workers can contribute to these exposure routes
by transporting sewage sludge and sewage sludge pathogens
away from  the site. Potential routes of exposure include:


Direct Contact
•  Inadvertent contact with sewage sludge.

•  Walking through an area—such as a field, forest, or recla-
   mation area—shortly after sewage sludge application.

•  Handling soil and raw produce from fields or home gardens
   where sewage sludge has been applied.

•  Inhaling microbes that become airborne (via aerosols, dust,
   etc.) during sewage sludge spreading or by  strong winds,
   plowing, or cultivating the soil after application.
Indirect Contact
•  Consumption  of pathogen-contaminated crops grown  on
   sewage sludge-amended soil or of other food products that
   have been contaminated by contact with these crops.

«  Consumption of pathogen-contaminated milk or other food
   products from animals  grazing in pastures or fed crops
   grown on sewage sludge-amended fields.

•  Ingestion of drinking water or recreational waters contami-
   nated by runoff from nearby land application sites or  by
   organisms from sewage sludge migrating into ground-water
   aquifers.

•  Consumption of inadequately cooked or uncooked patho-
   gen-contaminated fish from water contaminated by runoff
   from a nearby sewage sludge application site.

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   Contact with sewage sludge or pathogens transported away
   from the land application or surface disposal site by rodents,
   insects, or other vectors, including grazing animals.
Table 2-1. Principal Pathogens of Concern in Municipal Wastewater
          and Sewage Sludge
Organism
         Disease/Symptoms
Bacteria
   Salmonella sp.

   ShigeKa sp.
   Yorsinla sp.

   Vibrio choleraa
   Campytobacter Jejunl
   Eschorichla coll
   (pathogenic strains)
Enteric Viruses
   Hepatitis A virus
   Nomalk and
   Norwalk-like viruses
   Rotaviruses

   Enteroviruses
     Poliovirusos
     Coxsackiovirusos

     Echovifusos

   Roovirus
   Astroviruses
   Callch/irusos
Protozoa
   Ciyptospotidlum
   Enlamoeba hlstolytlca
   Gfardla lamblla

   Balanlfdium coll
   Toxoplasma gondff
Helminth Worms
   Ascaris lumbricoidcs

   Ascaris suum

   TrtcfHJris trfchlura

   Toxocara canls

   Taonta saglnala

   Taenla solium

   Nocator amerteanus
   Hymonolcpis nana
Salmonellosis (food poisoning).
typhoid fever
Bacillary dysentery
Acute gastroenteritis (including
diarrhea, abdominal pain)
Cholera
Gastroenteritis
Gastroenteritis
Infectious hepatitis
Epidemic gastroenteritis with severe
diarrhea
Acute gastroenteritis with severe
diarrhea
Poliomyelitis
Meningitis, pneumonia, hepatitis, fever,
cold-like symptoms, etc.
Meningitis, paralysis, encephalitis,
fever, cold-like symptoms, diarrhea, etc.
Respiratory infections, gastroenteritis
Epidemic gastroenteritis
Epidemic gastroenteritis
Gastroenteritis
Acute enteritis
Giardlasis (including diarrhea,
abdominal cramps, weight loss)
Diarrhea and dysentery
Toxoplasmosis
Digestive and nutritional disturbances,
abdominal pain, vomiting, restlessness
May produce symptoms such as
coughing, chest pain, and fever
Abdominal pain, diarrhea, anemia,
weight loss
Fever, abdominal discomfort, muscle
aches, neurological symptoms
Nervousness, insomnia, anorexia,
abdominal pain, digestive disturbances
Nervousness, insomnia, anorexia,
abdominal pain, digestive disturbances
Hookworm disease
Taeniasis
Source: Kowal (19B5) and EPA (1989).
2.3 How Well Do Pathogens Survive in the
    Environment?
    The potential for exposure diminishes over tune as envi-
ronmental conditions such as heat, sunlight, desiccation, and
other microorganisms destroy pathogens that may be present in
sewage sludge. Table 2-2 summarizes the survival rates of four
types of pathogenic organisms on soil and on plants. Because
protozoan cysts on soil and plants are rapidly killed by envi-
ronmental factors, the threat to public health and animals from
protozoa in sewage sludge is minunal. Bacteria, viruses, and
helminths (particularly helminth  eggs, which are the hardiest
part of the helminth life cycle)  are of much greater concern.
For this reason, Part 503 contains requirements for the reduc-
tion of bacteria, viruses, and helminths in sewage sludge, but
does not contain requirements for the reduction of protozoa.


Regrowth of Bacteria
    Some bacteria are unique among sewage sludge pathogens
in their ability to regrow. Even very small populations of certain
bacteria can rapidly proliferate under the right conditions, e.g.,
hi sewage sludges where the bacterial populations have been
essentially eliminated through treatment (see Section 2.4). 'Vi-
ruses, helminths, and protozoa cannot regrow outside their spe-
cific  host  organism(s). Once  reduced  by treatment, their
populations stay reduced. Part 503 contains specific require-
ments  designed to ensure that regrowth of bacteria has not
occurred prior to use or disposal.


2.4 How Can the Public and Animals Be Protected?
    Public health and animals can be protected from sewage
sludge pathogens in several ways:

•  Reduce the number of pathogens in sewage sludge through
   treatment and/or environmental attenuation.

•  Reduce transport of pathogens by reducing the attractiveness
   of the sewage sludge to disease vectors  (insects, birds, ro-
   dents, and other living organisms that can transport patho-
   gens).

•  Limit human and animal contact  with the sewage  sludge
   through site  restrictions to allow natural die-off to reduce
   pathogen levels to low levels.

Part 503 uses a combination of all these approaches (see Chap-
ters 3 through 6 for a description of the requirements).
Pathogen Reduction
    Reduction in the number of pathogens can be achieved
technologically—by adequately treating sewage sludge prior to
use or disposal—and through environmental attenuation (see
Section 2.3 above).  Many sewage sludge treatment processes
are available that use a variety of approaches to reduce patho-
gens  and alter the sewage sludge so that  it becomes a less
effective medium for microbial growth and vector attraction
(Table 2-3). They vary significantly in their effectiveness. For
example, some processes (e.g., high pH conditions) may com-

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Table 2-2. Survival Times of Pathogens in Soil and on Plant Surfaces'1

                                               Soil
                                                          Plants
Pathogen
Bacteria
Viruses
Protozoan cystsd
Helminth ova
Absolute Maximum3
1 year
1 year0
10 days
7 years
Common Maximum
2 months
3 months
2 days
2 years
Absolute Maximumb
6 months
2 months
5 days
5 months
Common Maximum
1 month
1 month
2 days
1 month
"For survival rates, see Sorber and Moore (1986).
bGreater survival time is possible under unusual conditions such as consistently low temperatures or highly sheltered conditions (e.g., helminth ova
below the soil in fallow fields) (Jakubowski, 1988).
cSobsey and Shields, 1987.
dl_ittle, if any, data are available on the survival times of Giardia cysts and Cryptosporidum oocysts.
Source: Kowal, 1985.
Table 2-3. General Approaches to Controlling Pathogens and Vector Attraction in Sewage Sludge

                 Approach                                 Effectiveness
                                                       Process Examples3
Kill pathogens with high temperatures (tem-
peratures may be generated by chemical, bio-
logical, or physical processes).
Kill pathogens with radiation.
Kill pathogens using chemical disinfectants.
Inhibit pathogen growth by reducing the sew-
age sludge's volatile organic content (the mi-
crobial food source).

Inhibit pathogen survival by removing moisture
from the sludge.
Depends on time and temperature. Sufficient
temperatures maintained for sufficiently long
time periods can reduce bacteria, viruses,
protozoan cysts, and helminth ova to below
detectable levels. Helminth ova are the most
resistant to high temperatures.
Depends on dose. Sufficient doses can
reduce bacteria, viruses, protozoan cysts,
and helminth ova to below detectable levels.
Viruses are most resistant to radiation.

Substantially reduces bacteria and viruses
and vector attraction. Probably reduces
protozoan cysts. Does not effectively reduce
helminth ova unless combined with heat.

Reduces bacteria. Reduces vector attraction.
Reduces viruses and bacteria. Reduces
vector attraction as long as the sewage
sludge remains dry. Probably effective in
destroying protozoan cysts. Does not
effectively reduce helminth ova unless
combined with other processes such as
high temperature.
•Composting (uses biological processes to
generate heat).
• Heat drying and heat treatment (use physical
processes to generate heat, e.g., hot gases,
heat exchangers).
• Pasteurization (physical heat, e.g., hot
gases, heat exchangers).
•Aerobic digestion (biological heat).b
•Anaerobic digestion (physical heat).b

•Gamma and high-energy electron beam
radiation.
• Superchlorination.
• Lime stabilization.
•Aerobic digestion.
•Anaerobic digestion.
•Composting."

•Air or heat drying.
aSee Chapters 9 and 10 for a description of these processes. Many processes use more than one approach to reduce pathogens.
bEffectiveness depends on design and operating conditions.
pletely destroy bacteria and viruses but have little or no effect
on helminth eggs. The effectiveness of a particular process can
also vary depending on the conditions under which it is oper-
ated. For example, the  length of time and the temperature to
which sewage sludge is heated is critical to the effectiveness of
heat-based treatment processes.

     Part 503 lists sewage sludge treatment technologies  that
are judged  to produce  sewage sludges with pathogens suffi-
ciently reduced to protect public health and animals. The regu-
lation also allows the use of any other technologies that produce
                       a sewage sludge with adequately reduced pathogens as demon-
                       strated through microbiological monitoring. The Part 503 re-
                       quirements also include site restrictions to allow environmental
                       factors to  further reduce pathogens in treated sewage sludge
                       that is used or disposed.
                       2.5 How Can Pathogen Reduction Be Measured?
                           Under Part 503, microbiological analysis of sewage sludge
                       (see photographs on pages 9 and 10) is an important means of
                       determining the effectiveness  of a sewage  sludge treatment

-------
process in reducing pathogens. Methods have not yet been
developed to detect all pathogens that may occur in sewage
sludge, and it would be impractical to run all the tests that do
exist. For this reason, Part 503 requires monitoring for repre-
sentative pathogens and nonpathogenic indicator organisms, as
described below.
Nonpathogenic Indicators
    As detailed in Chapters 4 and 5, some of the Part 503
requirements call for monitoring  of  fecal coliform bacteria.
These bacteria are commonly used as indicators of the potential
presence of pathogens in sewage sludges. They are abundant
in human feces and therefore are always present in untreated
sewage sludges. They are easily and inexpensively measured.
Although fecal coliforms themselves are usually not harmful to
humans, their presence indicates the  presence of fecal waste
which may contain pathogens.


Direct Monitoring for Pathogens
    Part 503 also requires direct monitoring for the three more
common types of pathogens—bacteria,  viruses,  and  viable
helminth ova. For viable helminth ova, a single test is available
that monitors forAscaris ova and thereby serves as an indicator
for several other helminth species (Toxocara, Trichuris, and
Hymenolepis—see photographs on pages  9 and 10). The Ana-
lytical Method for Viable Helminth Ova, provided in Appendix
I, involves extraction, concentration, and incubation of recov-
ered ova versus control  Ascaris ova to determine viability,
rather than the traditional staining techniques or membrane and
dilution tube culture techniques used for many other pathogens.
For viruses, a test is available that simultaneously monitors for
several  enterovirus species  (a subset of  enteric viruses—see
Table 2-1), which are presumed to be good indicators for other
types of enteric viruses. No such test  is available for bacteria.
When direct monitoring of pathogenic bacteria is important,
Part 503 requires monitoring of Salmonella sp. Salmonellae are
bacteria of great concern in sewage sludge. They are also good
indicators of reduction of other bacterial pathogens because
they are typically present in  higher  densities than are other
bacterial pathogens and are at least as hardy.


2.6 What Units Are Used to Measure Microorganism
    Density Under Part 503?

Use of Units of Mass Versus Units of Volume
    Density of microorganisms in Part 503 is defined as num-
ber of microorganisms per unit  mass of  total  solids (dry
weight). Ordinarily, microorganism densities  are determined as
number per 100 milliliters  of wastewater or sewage sludge.
While the use of units of volume is sensible for wastewater, it
is less sensible  for sewage sludge. The microorganisms hi
sewage sludge are associated with the solid phase. When sew-
age sludge is diluted, thickened or filtered, the number of mi-
croorganisms per unit volume changes markedly, whereas the
number per unit mass of solids remains almost constant. This
argues for reporting their densities as the number present per
unit mass of solids, which would require that sewage sludge
solids content always be determined when measuring microor-
ganism densities.

    A second reason for reporting densities per unit mass of
solids is that sewage sludge application to the land is typically
measured and controlled in units of mass of dry solids per unit
area of land. If pathogen densities are measured as numbers per
unit mass of solids, the rate of pathogen application to the land
is thus directly proportional to the mass of dry sewage sludge
solids applied.
Different Methods for Counting Microorganisms
    The methods and units used to count microorganisms vary
depending on the type of microorganism. Viable helminth ova
are observed and counted as individuals under a microscope.
"viruses are  usually counted in plaque-forming units (PFU).
Each PFU represents an infection zone where a single infec-
tious virus has invaded and infected a layer of animal cells. For
bacteria, the count is in colony-forming units  (CFU) or most
probable number (MPN). CFU is a count of colonies on an agar
plate or filter disk. Because a colony might have originated
from a clump of bacteria instead of an individual, the count is
not necessarily a count of separate individuals. MPN is a sta-
tistical estimate of numbers in an original sample. The sample
is diluted at least once into tubes  containing nutrient medium;
there are several duplicates at each dilution. The original bac-
terial density hi the sample is estimated based on the number
of tubes that show  growth.
Part 503 Density Limits
    Under Part 503, the density limits for the pathogens are
expressed as numbers of PFUs, CFUs, or MPNs per 4 grams
total solids sewage  sludge (see Section 4). This terminology
came about because most of the tests started with 100 mL of
sewage sludge which typically contained 4 grams of sewage
sludge solids. Also, expressing the limits on a "per gram" basis
would have required the use of fractions (i.e., 0.25/g or 0.75/g).
Density limits for fecal coliform, however, are given on a "per
gram" basis because these organisms are much more numerous
than pathogens.

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Ascaris lumbricoides (or var. suum) eggs, 65 |im, from anaerobi-
cally digested sludge. Two-cell stage. (Photos on this page courtesy
ofFoxetal., 1981)
Toxocara sp. egg, 90 m|i, from raw sewage.
Ascaris lumbricoides (or var. suum) eggs, 65 urn, from anaerobi-
cally digested sludge.
Trichuris sp egg, 80 nm, from anaerobically digested sludge.

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Taonla sp. ovum. (Photo courtesy of Fox et al., 1981)
                                                                 Giardia lamblla cysts. (Photo courtesy of Frank Schaefer, U.S. EPA,
                                                                 Risk Reduction Engineering Laboratory, Cincinnati, Ohio)
Hymenolepls (tapeworm) ova. (Photo courtesy of Fox et al., 1981)
Preparing compost for pathogen analysis. (Photo courtesy of U.S.
Department of Agriculture, Beltsville, Maryland)
Entamocba coll cyst, 15 urn, from anaeroblcally digested sludge.
(Photo courtesy of Fox et al., 1981)
                                                              10

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                                                  Chapter 3
            Overview of Part 503 Subpart D Requirements, Their Applicability,
                                       and Related Requirements
3.1 Introduction
    The Subpart D (pathogen and vector attraction reduction)
requirements of the 40 CFR Part 503 regulation apply to sew-
age sludge (both bulk sewage sludge and sewage sludge that is
sold or given away in a bag or other container for application
to the land) and domestic septage applied to the land or placed
on a surface disposal site. The regulated community includes
persons who generate or prepare sewage sludge for application
to the land, as well as those who apply it to the land. Included
is anyone who:

• Generates sewage sludge that is land applied or placed on a
  surface disposal site.

• Derives a material from sewage sludge.

• Applies sewage sludge to the land.

• Owns or operates a surface disposal site.

    A sewage sludge cannot be applied to land or placed on a
surface disposal site unless it has met the two basic types of
requirements in Subpart D:

• Requirements to ensure reduction of pathogens.

• Requirements to reduce the potential of the sewage sludge
  to attract vectors (rodents, birds, insects, and other organ-
  isms that can transport pathogens).

    These two types of requirements are separated in Part 503
(they were combined in Part 257), which allows flexibility in
how they are achieved. Compliance with the two types of re-
quirements must be demonstrated separately. Therefore,  dem-
onstration that a requirement for reduced vector attraction has
been met does not imply that a pathogen reduction requirement
also has been met, and vice versa.

    This chapter provides an overview of these requirements,
their applicability,  and the requirements related to frequency of
monitoring and recordkeeping. Where relevant, the titles of the
sections in this  chapter include the number  of the Subpart D
requirement  discussed in the section. Chapters 4 through  6
provide detailed information on the pathogen and vector attrac-
tion reduction requirements.
3.2 Pathogen Reduction Requirements


Sewage Sludge [503.32(a) and (b)]
    The pathogen reduction requirements for sewage sludge
are divided into two categories: Class A and Class B. These
requirements use a combination of technological and microbio-
logical requirements to ensure reduction of pathogens.

    The implicit goal of the Class A requirements is to reduce
the pathogens in  sewage  sludge (including enteric viruses,
pathogenic bacteria, and viable helminth ova) to below detect-
able levels. The implicit goal of the Class B requirements is to
ensure that pathogens have been reduced to levels that  are
unlikely to pose a threat to public health and the environment
under die specific use conditions. For Class B sewage sludge
that is applied to land, site restrictions are imposed to minimize
the potential for human and animal contact with  the Class B
sewage sludge for a period of time following land application
until environmental factors have further reduced pathogens.
Class B sludges cannot be sold or given away in bags or other
containers for application to the land. There are no site restric-
tions for Class A sewage sludge.


Domestic Septage [503.32(c)J
    As mentioned in Chapter 1, domestic septage is a form of
sewage sludge. The requirements for domestic septage vary
depending on how it is used or disposed. Domestic septage
applied to a public contact site, lawn, or home garden must
meet the same requirements as other forms of sewage sludge.
Separate, less complicated requkements for pathogen reduction
apply to domestic septage applied to agricultural land, forests,
or reclamation sites. These requirements include site restric-
tions to reduce the potential for human contact and to allow for
environmental attenuation, or pH adjustment with site restric-
tions only on harvesting  crops. No pathogen requkements apply
if domestic septage is placed on a surface disposal site.
3.3 Vector Attraction Reduction Requirements
    [503.33]
    Subpart D specifies 12 options to demonstrate reduced
vector attraction. These are referred to in this document as
Options 1 through 12. Table 6-1 summarizes these options, and
Chapter 6 provides more detailed information.
                                                        11

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Reduction Through Treatment
     Options 1 through 8 apply to sewage sludge that has been
treated in some way to reduce vector attraction (e.g., aerobic
or anaerobic digestion, composting, alkali addition, drying).
These options consist of operating conditions or tests to dem-
onstrate that vector attraction has been reduced in the treated
sludge.

     Option 12 is a requirement to demonstrate reduced vector
attraction in domestic septage through elevated pH. This option
applies only to domestic septage.


Reduction Through Barriers
     Options 9 through 11 are "barrier" methods. These options
require the use of soil as a physical barrier (i.e., by injection,
incorporation, or as cover) to prevent Vectors from coming hi
contact with the sewage sludge. They include injection of sew-
age  sludge below the land surface, incorporation of sewage
sludge into the soil, and placement of a cover over the sewage
sludge. Options 9 through 11 apply to both sewage sludge and
domestic septage. Option 11 may only be used at surface dis-
posal sites.


3.4  Applicability of the Requirements [503.15]
     The applicability of the pathogen and vector attraction re-
duction requirements is covered in Part 503.15. Tables 3-1 to
3-3 summarize the applicability of the Subpart D requirements
to sewage  sludge and domestic septage.


3.5  Frequency of Monitoring


Sewage Sludge [503.16(a)and 503.26(a)]
     The Class A and Class B pathogen requirements and the
vector attraction reduction Options 1 through 8 (the treatment-
related methods) all  involve some  form of monitoring.  The
minimum  frequency  of monitoring  for these requirements is
given in Part 503.16(a) for land application and Part 503.26(a)
for surface disposal. The frequency depends on the amount of
sewage sludge used or disposed annually (see Table 3-4). The
larger the amount used or disposed, the more frequently moni-
toring  is required.


Domestic  Septage [503.16(b) and 503.26(b)J
     One of the options that can be used for demonstrating both
pathogen reduction and vector attraction reduction in domestic
septage is  to elevate pH to >12 for 30 minutes (see Sections
5.6 and 6.13). When this option is used,  each container  of
domestic septage (e.g., each tank truck load) applied to the land
or placed on a surface disposal site must be monitored for pH.


3.6  Recordkeeping Requirements [503.17 and
     503.27]
     Recordkeeping requirements are covered hi Part 503.17 for
land application and Part 503.27 for surface disposal. Records
Table 3-1. Subpart D Requirements for Bulk Sewage Sludge1

                   Land Application
Applied to
Agricultural
Land, a Forest,
a Public
Contact Site,2
or a
Reclamation
Site3
Applied to
a Lawn
or Home
Garden
Surface Disposal
Pathogen     Class A or
Requirements  Class B with
             site restrictions
               Class A4
Vector
Attraction
Reduction
Requirements
Options 1-107
Options
1-87'8
Class A or Class B
excluding the site
restrictions6 unless
the unit is covered at
the end of each
operating day, in
which case no
pathogen
requirements apply8
Options 1-117
1Bulk sewage sludge is sewage sludge that is not sold or given away
in a bag or other container for application to the land.
^Public contact site is land with a high potential for contact by the public,
e.g., public parks, ball fields, cemeteries, plant nurseries, turf farms, and
golf courses.
^Reclamation site is drastically disturbed land (e.g., strip mine, construc-
tion site) that is  reclaimed using sewage sludge.
4The regulation  does not permit use of a sludge meeting  Class B re-
quirements on lawns or home gardens, because it would not be feasible
under these circumstances to impose the site restrictions that are an
integral part of the Class B requirements.
5Class B site restrictions are excluded here because the management
practices in Part 503 Subpart C already impose similar site restrictions
to reduce exposure to pollutants in sewage sludge.
6No pathogen requirement applies when daily cover isolates the sewage
sludge and  allows the environment to reduce the pathogens in the
sewage sludge.
7See Chapter 6  for a description of these options.
8The two vector attraction reduction requirements that cannot be met
when bulk sewage sludge is applied to a lawn or a home garden are
injection of the bulk sewage sludge below the land surface and incor-
poration  of bulk sewage sludge into the soil.  Implementation of these
requirements for bulk sewage sludge applied  to a lawn  or a home
garden would be difficult,  if not impossible.
are required for both sewage sludge and domestic septage. All
records must be retained for 5 years except when the cumula-
tive pollutant loading rates hi Part 503 Subpart B (Land Appli-
cation) of Part 503 are used.1 In that case, certain records must
be  kept indefinitely. Some records  must be reported to the
permitting authority (see Section 3.7).


Land Application
    Records  must be kept  to ensure that the sewage sludge
meets the applicable pollutant limits, management practices,2
 Cumulative pollutant loading rates are not related to pathogen control and therefore are
not covered in this document
 Pollutant limits and management practices are not related to the pathogen requirements
and therefore are not covered in this document.
                                                           12

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 Table 3-2. Subpart D Requirements for Sewage Sludge Sold or Given
           Away in a Bag or Other Container
                       Land Application
                         Surface Disposal
Pathogen
Requirements
Vector Attraction
Reduction
Requirements
Class A1
Options 1-82

N/A
N/A

 1Class B requirements do not apply to sewage sludge that is sold or
 given away because it is not feasible to impose tie Class B site restric-
 tions when sewage sludge is widely distributed in bags or other con-
 tainers.
 ^nly the treatment-related options for vector attraction reduction apply
 to sewage sludge that is sold or given away in bags or other containers
 for application to the land, because enforcement of the barrier options,
 which are implemented at the site of application, would be impossible.
 See Chapter 6 for a description of these options.
Table 3-3.  Subpart D Requirements for Domestic Septage Applied to
           Agricultural Land, a Forest, or a Reclamation Site1 or Placed
           on a Surface Disposal Site

                      Application to Agricultural
                        Land, a Forest, or a           Surface
                         Reclamation Site2           Disposal
 Pathogen
   Requirements
Vector Attraction
   Reduction
   Requirements
Class B site restrictions
only or a pH adjustment
(pH >12 for 30 minutes)
plus restrictions
concerning crop
harvesting

Options 9,10,124
No pathogen
requirement3
Options 9-124
1For application to all other types of land, domestic septage must meet
the same requirements as other forms of sewage sludge (see Tables
3-1 and 3-2).
^Reclamation site is drastically disturbed land (e.g., strip mine, construc-
tion site) that is reclaimed using sewage sludge.
3There is no pathogen requirement for domestic septage placed on a
surface disposal site because site restrictions for grazing of animals,
public access,  and crop growing are already imposed by the Part 503
Subpart C management practices to reduce exposure to pollutants in
domestic septage  placed on a surface disposal site.
4See Chapter 6 for a description of these options.

one of the pathogen requirements, one of the vector attraction
reduction requirements and, where applicable, the site restric-
tions associated with land application of Class B sludge. When
sewage sludge is applied to land, the person preparing the sew-
age sludge for land  application and the person applying bulk
sewage sludge must keep records.3'4 The person applying sew-
age sludge that was  sold or given  away does not have to keep
records. Table 3-5 summarizes the recordkeeping requirements
for land application.
 Person as defined under Part 503.9 may be an individual, association, partnership, corpo-
ration, municipality, state or federal agency, or an agent or employee of a state or federal
agency.
"^hen sewage sludge is prepared by one person, and another person who places it in a
bag or other container for sale or give-away for application to the land changes the quality
of that sewage sludge, both persons must keep the records required of preparers (see Table
3-5).
                 Table 3-4.  Frequency of Monitoring for Land Application and Surface
                            Disposal

                  Amount of Sewage Sludge1 (metric
                  tons dry solids per 365-day period)               Frequency
                                              Greater than zero but less than 2902
                                              Equal to or greater than 290 but
                                                less than 1,5002
                                              Equal to or greater than 1,500 but
                                                less than 15.0002
                                              Equal to or greater than 15.0002
                                                         Once per year
                                                         Once per quarter (four
                                                         times per year)
                                                         Once per 60 days (six
                                                         times per year)
                                                         Once per month (12
                                                         times per year)
1£/f/jerthe amount of bulk sewage sludge applied to the land, or the
amount of sewage sludge received by a person who prepares sewage
sludge that is sold or given away in a bag or other container for appli-
cation to the land (dry weight basis),  or the amount of sewage sludge
(excluding domestic septage) placed on a surface disposal site.
2290 metric tons = 320 tons (approximately 0.9 tons/day for a year)
1,500 metric tons =  1,653 tons (approximately 4.5 tons/day for a year)
15,000 metric tons = 16,534 tons (approximately 45 tons/day for a year)

Surface Disposal
     When sewage sludge is placed on a surface disposal site,
the person preparing the sludge and the owner/operator of the
surface disposal site must keep records. In the case of domestic
septage applied to agricultural land, forest, or a reclamation site
or placed on a  surface disposal site, the person applying the
domestic septage and the owner/operator of the surface disposal
site may be subject to pathogen-related recordkeeping require-
ments, depending on which vector attraction reduction option
was used. Table 3-6 summarizes the pathogen-related record-
keeping requirements for surface disposal.


Certification Statement
     In every case, recordkeeping involves signing a  certifica-
tion statement that the requirement has been met. Parts 503.17
and 503.27 of the regulation contain the requked certification
language.


3.7  Reporting Requirements for Sewage Sludge
     [503.18 and 503.28]
     Reporting requirements  for sewage sludge are  found in
Part 503.18 for land application and Part 503.28 for surface
disposal. These  requirements apply to Class I sludge manage-
ment facilities5  and to publicly owned treatment works either
with a design flow rate equal to or greater than 1 million gallons
per day and/or that serve 10,000 or more people. These facilities
must submit to  the permitting  authority the records  they are
requked to keep as "preparers" of sewage sludge (see Tables
3-5 and 3-6) and/or as the owner/operators of surface disposal
sites (see Table 3-6) on February 19 of each year. There are no
reporting requkements associated with the use or disposal of
domestic septage.
                                             5 A Class I sludge management facility is any publicly owned treatment works (POTW) re-
                                             quired to have an approved pretreatment program under 40 CFR 403.8(a) [including any
                                             POTW located in a state that has assumed local program responsibilities under 40 CFR
                                             403.10(e)] and any treatment woiks treating domestic sewage classified as a Class I sludge
                                             management facility by EPA or the state sludge management program because of the po-
                                             tential for its sewage sludge use or disposal practices to adversely affect public health and
                                             the environment.
                                                               13

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Table 3-5. Summary of Pathogen-Related and Vector Attraction Reduction-Related Recordkeeping Requirements for Land Application
          of Sewage Sludge^

                                                                  Required Records






Who Must Keep
Records?


Description
of How
Class A
Pathogen
Requirement
Was Met


Description
of How
Class B
Pathogen
Requirement
Was Met
Description of
How the Class
BSite
Restrictions
Were Met at
Each Site
Where Sewage
Sludge Was
Applied
Description of How
Pathogen
Requirement for
Domestic Septage
Applied to
Agricultural Land,
a Forest, or a
Reclamation Site
Was Met


Description of
How Vector
Attraction
Reduction
Requirement
Was Met



Certification
Statement
That the
Requirement
Was Met
Sowago Sludge—Pathogen Requirements

Person preparing Class          •
  A bulk sowaga sludge
Person preparing Class          •
  A sowago sludge for
  sa!o or give away In a
  bag or other container
Person preparing Class                         •
  B sewage sludge
Person applying Class B
  sowago sludge

Sewage Sludge—Vector-Attraction Reduction Requirements

Person preparing
  sowaga sludge that
  moots one of the
  treatment-related
  vector attraction
  reduction
  requirements
  (Options 1-8)
Person applying sewage
  sludgo If a
  barrior-retated option.
  (Options 9-11) Is used
  to moot the vector
  attraction reduction
  requirement

Domestic Septage

Person applying
  domestic septage to
  agricultural land,
  a forest, or a
  reclamation site
'Other recordkeeping requirements, not covered in this document, apply to pollutant limits and management practices.
3.8 Permits and Direct Enforceability [503.3]
Permits

    Under Part 503.3(a), the requirements in Part 503 may be
implemented  through (1) permits issued to treatment  works
treating domestic sewage by EPA or by states with an EPA-ap-
provcd sludge management program, and (2) by permits issued
under Subtitle C of the Solid Waste Disposal Act; Part C of the
Safe Drinking Water Act; the Marine Protection, Research, and
*Sec 40 CFR Paslt 122,123, and SOI; 54 FR 187l6VMay 2,1989; and 58 FR 9404/Febru-
uy 19,1993, for regulations establishing permit requirements and procedures, as well as
requirement* for states wishing to implement approved sewage sludge management pro-
grams as cither pan of their NFDES programs or under separate authority.
Sanctuaries Act of 1972; or the Clean Air Act. Treatment works
treating domestic sewage should submit a permit application6
to the approved state program, or, if there is no such program,
to the EPA Regional Sludge Coordinator (see Appendix A).



Direct Enforceability '

    Under Part 503.3(b), the requirements of Part 503 automat-
ically apply and are directly enforceable even when no permit
has been issued.
3.9 Compliance Period [503.2]

    Compliance with  the  Part 503 requirements  must be
achieved as expeditiously as possible. Full compliance must be
                                                             14

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Table 3-6. Summary of Pathogen-Related  and Vector Attraction Re-
          duction-Related  Recordkeeping  Requirements for Surface
          Disposal of Sewage Sludge1

                                 Required Records





Who Must Keep
Records?

Description
of How
Class A or B
Pathogen
Requirement
Was Met
Description
of How
Vector
Attraction
Reduction
Requirement
Was Met


Certification
Statement
That the
Requirement
Was Met
achieved no later than February 19, 1994, unless compliance
requires construction of new pollution control facilities,  in
which case  full compliance must be  achieved no  later than
February 19, 1995. Monitoring, recordkeeping, and reporting
requirements related  to  pathogens are effective on July 20,
1993.
Sewage Sludge—Pathogen Requirements

Person preparing          •                           •
  the sewage
  sludge

Sewage Sludge—Vector Attraction Reduction Requirements

Person preparing                         •             •
  sewage sludge
  that meets one
  of the
  treatment-related
  vector attraction
  reduction
  requirements
  (Options 1-8)
Owner/operator of                        •             •
  the surface
  disposal site if a
  barrier-related
  option (Options
  9-11) is used to
  meet the vector
  attraction
  reduction
  requirement

Domestic Septage

Person who places                       •             •
  domestic
  septage on the
  surface disposal
  site if the
  domestic
  septage meets
  Option 12 for
  vector attraction
  reduction
Owner/operator of                        •             •
  the surface
  disposal site if a
  barrier-related
  option (Options
  9-11) is used to
  meet the vector
  attraction
  reduction
  requirement

1Other recordkeeping requirements, not covered in this document, apply
to pollutant limits and management practices.
                                                               15

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                                                     Chapter 4
                                      Class A Pathogen Requirements
4.1 Introduction
    This chapter discusses the Class A pathogen requirements
in Subpart D of the 40 CFR Part 503 regulation. Sewage sludge
that is sold or given away in a bag or other  container for
application to land must meet these requirements (see Section
3.4). Bulk  sewage sludge applied to a lawn or  home garden
also must meet these requirements. Bulk sewage sludge applied
to other types of land may meet these requirements.


    There  are six alternative requirements for demonstrating
Class A pathogen reduction. Two of these alternatives provide
continuity with 40 CFR Part 257 by allowing use of Processes
to Further Reduce Pathogens (PFRPs) and equivalent technolo-
gies (see Sections 4.8 and 4.9). Any one of these six alternatives
may be met for the sewage sludge to be Class A with respect
to pathogens. The implicit objective of all these requirements
is to reduce pathogen densities to below detectable limits which
are:
    Salmonella sp.
    enteric viruses
    viable helminth ova
less than 3 per 4 grams total solids
sewage sludge
less than 1 per 4 grams total solids
sewage sludge
less than 1 per 4 grams total solids
sewage sludge
    One of the vector attraction reduction requirements (see
Chapter 6) also must be met when sewage sludge is applied to
the land or placed on a surface disposal site.


    This chapter discusses the Class A pathogen requirements.
These include:
   A requirement concerning the relationship of pathogen re-
   duction to reduction of vector attraction (Section 4.2).


   The six alternatives for Class A pathogen reduction (Sections
   4.4 to 4.9), each of which includes a requirement to monitor
   for regrowth (Section 4.3).
 Enteric viruses are monitored using a method that detects several enterovirus species—a
subset of enteric viruses. This method is presumed to be a good indicator of enteric vi-
ruses. Since the objective of the regulation is to reduce all enteric viruses to less than 1 per
4 grams total solids sewage sludge, this document refers to "enteric viruses" when dis-
cussing this requirement, although, in reality, the detection method enumerates only en-
tero viruses.
    The title of each section provides the number of the Sub-
part D requirement discussed in the section. The exact regula-
tory language can be found in Appendix B, which reproduces
Subpart D. Chapters 7 and 8 provide guidance on the sampling
and analysis needed to meet the Class A microbiological moni-
toring requirements.


4.2 Vector Attraction Reduction to Occur With or
    After Class A Pathogen Reduction [503.32(a)(2)]
    The order of Class A pathogen reduction in relation to the
reduction of vector attraction is important when certain vector
attraction reduction options are used. Part 503.32(a)(2) requires
that Class A pathogen reduction be accomplished before or at
the same time as vector attraction reduction, except for vector
attraction reduction by alkali addition [503.33(b)(6)]  or drying
[503.33(b)(7)  and (8)] (see Chapter 6).

    This requirement is necessary because Class A sludges
have  very  low  bacterial  densities  (below detectable levels).
Bacterial regrowth (see Section 2.3) is possible unless a deter-
rent remains in the sewage sludge after the pathogen  reduction
process.  Drying and alkali addition provide such a  deterrent.
So do the nonpathogenic bacterial populations left in the sew-
age sludge  when the pathogen reduction process and the vector
attraction reduction process occur at the same time, and when
pathogen reduction occurs before vector attraction reduction.


4.3 Monitoring of Fecal Coliform or Salmonellae to
    Detect Regrowth [503.32(a)(3)-(8)]
    The potential for regrowth of pathogenic bacteria in Class
A sludges makes it important to ensure that substantial regrowth
has not  occurred. For this reason, all the Class A  pathogen
requirement alternatives require that:

•  Either the density of fecal coliform in the sewage  sludge be
   less than 1,000 MPN2 per gram total solids  (dry weight
   basis),

•  Or the density  of Salmonella sp. bacteria in the sewage be
   less than 3 MPN per 4 grams of total solids (dry weight
   basis).
                                    ^The membrane filter method is not allowed here because, at the low fecal coliform densi-
                                    ties expected, the filter would have too high a loading of sludge solids to permit a reliable
                                    count of the number of fecal coliform colonies.
                                                           17

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    This requirement must be met either:

*  At the time of use or disposal,3 or

•  At the time the sewage sludge is prepared for sale or give
   away in a bag or other container for land application, or

•  At the time the sewage sludge  or material derived from the
   sewage  sludge  is prepared  to meet the requirements  in
   503.10(b), 503.10(c), 503.10(e), or 503.10(f).4

    In each case, the timing represents the last practical moni-
toring point before the sewage sludge is applied to the land or
placed on a surface disposal site. Sewage sludge that is  sold or
given away cannot be monitored just prior to actual  use or
disposal; instead monitoring is  required as it is prepared for
sale or give away.  Sewage sludge that meets the 503.10(b, c,
d, or e) requirements is of very high quality with regard  to both
pollutants and pathogens and is therefore not subject to  further
control. For this reason, the regrowth requirement must be met
at the time the  sewage sludge is prepared to meet the  503.10
requirements, which in most cases is the last time the sewage
sludge is controlled with respect to the Part 503 requirements.

    The fecal coliform requirement is based on experimental
work by Yanko (1987) which shows that this level of fecal
coliform correlates with a very low level of salmonellae detec-
tion in composted sludge (EPA, 1992). Anecdotal reports sug-
gest that some composting facilities may have difficulty
meeting this requirement even when salmonellae are never de-
tected. This might be expected under several circumstances. For
example, very severe thermal treatment of sewage sludge dur-
ing composting can totally eliminate salmonellae yet leave re-
sidual  fecal coliforms.  If  the  product has  been  poorly
composted  and thus is a good food source, fecal coliforms may
have regrown after the compost cooled down from thermophilic
temperatures. Because the salmonellae are absent, they  cannot
regrow. An even more probable circumstance could occur if the
sewage sludge had been treated with lime before composting.
Lime effectively destroys salmonellae in sewage sludge and
leaves surviving fecal coliforms (Farrell et al., 1974).  Under
conditions favorable for regrowth, the fecal coliforms can re-
grow to levels higher than 1,000 MPN per gram. For this rea-
son, all the Part 503 Class A alternatives allow use of a  test (in
lieu of the fecal coliform test) to determine that Salmonella sp.
are below detectable limits.
4.4 Alternative 1: Thermally Treated Sewage Sludge
    [503.32(a)(3)]
    This alternative may be used when the pathogen reduction
process uses specific time-temperature regimes to reduce patho-
gens. Under these circumstances, time-consuming and expen-
sive tests for the presence of specific pathogens can be avoided.
It is only necessary to demonstrate that:
'Minus the time needed to test the sewage sludge and obtain the test results prior to use or
disposal (sec Section 7.3).
 uw 503,10(bXcXc) and (f) requirements arc not discussed in this document
•  Either fecal coliform densities are below 1,000 MPN per
   gram of total solids (dry weight basis), or Salmonella sp.
   bacteria are below detection limits (3 MPN per 4 grams total
   solids [dry weight basis]) at the time the sewage sludge is
   used or disposed, at the time the sewage sludge is prepared
   for sale or give away in a bag or other container for land
   application, or at the time the sewage sludge or material
   derived from the sewage sludge is  prepared to meet the
   requirements   in   503.10(b),   503.10(c),  503.10(e),  or
   503.10(f).

•  And the required time-temperature regimes are met.
Microbiological Requirement
    The microbiological portion of the requirement is designed
to ensure that the microbiological reductions expected as a
result of the time-temperature regimes have actually been at-
tained. This requirement uses the low level of fecal coliform or
nondetection of salmonellae as an indicator of the destruction
of pathogenic bacteria, enteric viruses, and helminths (based on
research by Lee et al. [1989], Yanko [1987], and Martin et al.
[1990], and discussed by Farrell [1992]). The microbiological
requirement also ensures (as described in Section 4.3) that re-
growth of bacterial pathogens has not occurred.


Time-Temperature Requirement
    Four different time-temperature regimes are given in  Al-
ternative 1. Each regime is based on the percent solids of the
sewage sludge and on operating parameters of the treatment
process. Experimental evidence (EPA, 1992) demonstrates that
these four tune-temperature regimes reduce the pathogenic or-
ganisms to below detectable levels.

    The four time-temperature regimes are summarized in  Ta-
ble 4-1. They involve two different time-temperature equations.
The equation used in Regimes A through C results in require-
ments  that are more stringent than the requirement obtained
using the equation  in Regime D. For any given time, the tem-
perature calculated for the Regime D equation will  be 3°C
(37°F) lower than the temperature calculated for the Regimes
A through C equation.

    A  more  conservative  equation is required  for  sewage
sludges with 7% or more solids (i.e., those covered by Regimes
A and B) because these sewage sludges form an internal struc-
ture that inhibits the mixing that contributes to uniform distri-
bution  of temperature. The more stringent equation is also used
in Regime C (even though this  regime applies to  sewage
sludges with less than 7% solids) because insufficient informa-
tion is  available to apply the less stringent equation for times
less than 30 minutes.

    The time-temperature requirements apply to every  particle
of sewage sludge processed. Tune at the desired temperature is
readily determined for batch operations, turbulent flow in pipes,
or even laminar flow in pipes (time of contact is one-half the
contact time calculated from the bulk throughput rate). Time of
contact also can be calculated  for a number of completely
mixed  reactors  in  series,  but for the very large reductions
                                                         18

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Table 4-1.  The Four Time-Temperature Regimes for Alternative 1 (Thermally Treated Sewage Sludge) [503.32(a)(3)]

Regime     Part 503 Number                             Applies to:                     	
                                Required Time-Temperature
                                      Relationship1
           503.32(a)(3)(ii)(A)    Sewage sludge with at least 7% solids (except those covered by
                              Regime B)

           503.32(a)(3)(ii)(B)    Sewage sludge with at least 7% solids that are small particles
                              heated by contact with either warmed gases or an immiscible liquid4

           503.32(a)(3)(ii)(C)    Sewage sludge with less than 7% solids treated in processes with
                              less than  30 minutes contact time

           503.32(a)(3)(ii)(D)    Sewage sludge with less than 7% solids treated in processes with
                              at least 30 minutes contact time
                             D = 131,700,000/10a1400t
                             t>50°C(122°F)2
                             D 2. 0.0139 (i.e., 20 minutes)3
                             D = 131,700,000/10°-14001
                             t > 50°C (122°F)2
                             D > 1.74 x 10"4 (i.e., 15 seconds)5
                             D=131,700,000/10a1'loot
                             1.74 x 10-4 (i.e., 15 seconds)
                             < D < 0.021 (i.e., 30 minutes)6
                             D = 50,070,000/1 Oa1400t
                             t>50°C(122°F)2
                             D > 0.021 (i.e., 30 minutes)7
1D = time in days; t = temperature.
^he restriction to temperatures of at least 50°C (122°F) is imposed because information on the time-temperature relationship at lower temperatures
is uncertain.
3A minimum time at 20 minutes is required to ensure that the sewage sludge has been uniformly heated.
4Two examples of sewage sludge to which this requirement applies are:
  — Sewage sludge cake that is mixed with previously dried solids to make the entire mass a mixture of separate particles, and is then dried by
     contact with a hot gas stream in a rotary drier.
  — Sewage sludge dried in a multiple-effect evaporator system in which the system sludge particles are suspended in a hot oil that is heated by
     indirect heat transfer with condensing steam.
sTime-at-temperature of as little as 15 seconds is allowed because, for this type of sewage sludge, heat transfer between particles and the heating
fluid is excellent. Note that the temperature is the temperature achieved by the sewage sludge particles, not the temperature of the carrier medium.
6Time-at-temperature of as little as 15 seconds is allowed because heat transfer and uniformity of temperature is excellent in this type of sewage
sludge. The maximum time of 30 minutes is specified because a less stringent regime (D) applies when time-at-temperature is 30 minutes or more.
7Time-at-temperature of at least 30 minutes is required because information on the effectiveness of this time-temperature regime for reducing
pathogens at temperatures of less than 30 minutes is uncertain.
requked to reduce densities to below detection limits, this type
of processing would require so many reactors in series as to be
totally impractical.
4.5 Alternative 2: Sewage Sludge Treated in a High
     pH-High Temperature Process (Alkaline
     Treatment) [503.32(a)(4)]
     This alternative describes conditions of a particular high
temperature-high pH  process that has proven effective  in re-
ducing pathogens to below detectable levels. The process con-
ditions required by the regulation are:

•  Elevating pH to greater than 12 for more than 72 hours.

•  Maintaining the temperature above 52°C (126°F) for at least
    12 hours during the period that the pH is greater than 12.
 • Air drying to over 50% solids after the 72-hour period of
   elevated pH.

     The hostile conditions of high pH and high temperature for
 prolonged time periods allow a variance to a less  stringent
 time-temperature regime than for the thermal requirements un-
 der  Alternative 1. The pH of  the sludge is measured at 25°C
 (77°F) or an appropriate correction is applied (see Section 7.7).
    As with all the Class A alternatives, microbiological moni-
toring for fecal coliforms or salmonellae is requked (see Sec-
tion 4.3) to ensure that pathogens  have been reduced  and
regrowth has not occurred.


4.6 Alternative 3: Sewage Sludge Treated in Other
    Processes [503.32(a)(5)]
    This alternative  applies  to  sewage sludge produced by
processes that do not meet the process conditions requked by
Alternatives 1 and 2. This requkement relies on comprehensive
monitoring of bacteria, enteric viruses, and viable helminth ova
to demonstrate adequate reduction of pathogens:

•  Either the density of fecal coliform in the sewage sludge
   must  be less than  1,000 MPN per gram of total solids (dry
   weight basis), or the density  of Salmonella  sp. bacteria in
   sewage sludge must be less than 3  MPN per 4 grams of total
   solids (dry weight basis) at the time the sewage sludge is
   used or disposed, at the time the sewage sludge is prepared
   for sale or give away in a bag or other container  for land
   application, or at  the time the sewage sludge  or  material
   derived from  the  sewage sludge  is prepared to meet  the
   requkements  in   503.10(b), 503.10(c),  503.10(e),  or
   503.10(f).

•  The density of  enteric viruses in the sewage sludge after
   pathogen treatment must be less than 1  PFU per 4 grams of
   total solids (dry weight basis).
                                                             19

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 •  The density of viable helminth ova in the sewage sludge
    after pathogen treatment must be less than 1 per 4 grams of
    total solids (dry weight basis).

     Testing for enteric viruses and viable helminth ova can be
 complicated by the fact that they are sometimes not present in
 the untreated sewage sludge. In this case, an absence of the
 organisms in  the treated sewage sludge does not demonstrate
 that the process can reduce them to below detectable limits. For
 this reason, Alternative 3 requires that the feed sewage sludge
 be analyzed for enteric viruses and viable helminth ova. If these
 organisms are not detected in the feed sewage sludge, the sew-
 age sludge is  presumed to be acceptable as a Class A material
 until the next monitoring episode. Monitoring is continued until
 enteric viruses and/or viable helminth ova are detected in the
 feed sewage sludge (i.e., the density of enteric viruses is greater
 than or equal to 1 PFU  per 4 grams total solids [dry weight
 basis] and/or the density of viable helminth ova is greater than
 or equal to 1 per 4 grams of total solids [dry weight basis]). At
 this point, the treated sewage sludge is then analyzed to see if
 these organisms survived treatment. If enteric viruses densities
 are below detection  limits, the sewage sludge meets Class A
 requirements for enteric  viruses and will continue to do so as
 long as the treatment process is operated under the same con-
 ditions that successfully  reduced the enteric virus densities. If
 the viable helminth ova densities are below detection limits, the
 process meets the Class A requirements for enteric viruses and
 will continue to do so  as long as the treatment  process is
 operated  under the same conditions that successfully reduced
 the viable helminth ova densities. Thus, it is essential to monitor
 and document operating conditions until adequate enteric virus
 and viable helminth ova reduction have been successfully dem-
 onstrated. Samples of untreated and treated sewage sludge must
 correspond (see Section 7.4).

     Tests for enteric viruses and viable helminth ova take sub-
 stantial time: 4 weeks to determine whether helminth ova are
 viable, and 2 weeks or longer for enteric viruses. The treatment
 works operator does not know whether the feed sewage sludge
 has enteric viruses or helminth ova until at least 2 to 4 weeks
 after the first samples for testing feed densities are taken. This
 problem can be overcome by sampling both the  feed and the
 treated sewage sludge during each monitoring episode and pre-
 serving the treated sewage sludge samples until the results of
 the feed analysis indicate whether analysis of the treated sew-
 age sludge is necessary. For enteric viruses, the sewage sludge
 should be stored frozen,  unless the sample can be processed
 within 24 hours, in which case the samples may be stored at
 4°C (39°F). For viable helminth ova, the sewage sludge should
 be stored at about 4°C (39°F) (see Section 8.6).
4.7 Alternative 4: Sewage Sludge Treated in Unknown
    Processes [503.32(a)(6)]
    This requirement is similar to Alternative 3, except there
is no option to substitute monitoring of effective operating
parameters for microbiological monitoring. The sewage sludge
must meet the following limits at the time the sewage sludge
(or material derived from sludge) is used or disposed, at the
time the sewage sludge is prepared for sale or give away in a
 bag or other container for land application, or at the time the
 sewage sludge or material derived from the sewage sludge is
 prepared  to  meet  the requirements in 503.10(b),  503.10(c),
 503.10(e), or 503.10(f):

 • Either the density of fecal coliform in the sewage sludge
   must be less than 1,000 MPN per gram of total solids (dry
   weight basis), or the density of Salmonella sp. bacteria in
   sewage sludge must be less than 3 MPN per 4 grams of total
   solids  (dry weight basis).

 • The density of enteric viruses in the sewage sludge  must be
   less than  1  PFU per 4 grams of total solids (dry weight
   basis).

 • The density of  viable helminth ova in the sewage sludge
   must be less than 1 per 4 grams of total solids (dry weight
   basis).

     This requirement applies in the following situations:

 • A sewage sludge treatment process is unknown.

 • The sewage  sludge was produced with the process operating
   at conditions less stringent than the operating conditions at
   which  the sewage sludge could qualify as Class A under
   other alternatives.

 • The past history  of the sewage sludge is  not completely
   known.

    The requirements for enteric viruses and viable helminth
 ova may be modified by the permitting authority. An example
 of this situation would be a pile of sewage sludge that had been
 stored for many years. If fecal coliform densities  are suffi-
 ciently low, enteric virus survival is unlikely.  In such a case,
 the permitting authority may reduce the requirement to test for
 enteric viruses,  but would probably insist on measuring viable
 helminth ova densities.
4.8 Alternative 5: Use of PFRP [503.32(a)(7)]
    Alternative 5 provides continuity with the 40 CFR Part 257
regulation. This alternative states that sewage sludge is consid-
ered to be Class A if:

•  It has been treated in one of the Processes to Further Reduce
   Pathogens (PFRPs) listed in Appendix B  of the regulation,
   and

•  Either the density of fecal coliform in .the sewage sludge is
   less than  1,000 MPN per gram total solids (dry weight ba-
   sis), or the density of Salmonella sp. bacteria in the sewage
   sludge is  less than 3 MPN per  4 grams total solids (dry
   weight basis) at the time  the sewage  sludge is used or dis-
   posed, at the time the sewage sludge is prepared for sale or
   give away in a bag or other container for land application,
   or at the time the sewage sludge or material derived from
   the sewage sludge is prepared to meet the requirements in
   503.10(b), 503.10(c), 503.10(e), or 503.10(f).
                                                         20

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     To meet this requirement,  the sewage sludge treatment
processes must be operated according to the conditions listed
in Appendix B of the regulation.


     The Appendix B list of PFRPs is reproduced in Table 4-2.
This list is very similar to the PFRP technologies listed in 40
CER Part 257, with two major differences:


•  All requirements related to vector attraction reduction have
   been removed.


•  All the "add-on" processes listed in Part 257 are now full-
   fledged PFRPs.


     Under this alternative, treatment processes  classified as
PFRP  under 40 CFR Part 257  can continue to be operated;
however, microbiological monitoring must now be performed
to ensure that the pathogen density levels are below detection
Table 4-2. Processes to Further Reduce Pathogens (PFRPs) Listed in
          Appendix B of 40 CFR Part 5031

1. Composting
Using either the within-vessel composting method or the static
aerated pile composting method, the temperature of the sewage
sludge is maintained at 55°C (131°F) or higher for 3 days.
Using the windrow composting method, the temperature of the
sewage sludge is maintained at 55°C (131°F) or higher for 15 days
or longer. During the period when the compost is maintained at 55°C
(131°F) or higher, there shall be a minimum of five turnings of the
windrow.

2. Heat Drying
Sewage sludge is dried by direct or indirect contact with hot gases to
reduce the moisture content of the sewage sludge to 10% or lower.
Either the temperature of the sewage sludge particles exceeds 80°C
(176°F) or the wet bulk temperature of the gas in contact with the
sewage sludge as the sewage sludge leaves the dryer exceeds 80°C
(176°F).

3. Heat Treatment
Liquid sewage sludge is heated to a temperature of 180°C (356°F)
or higher for 30 minutes.

4. Thermophilic Aerobic Digestion
Liquid sewage sludge is agitated with air or oxygen to maintain
aerobic conditions and the mean cell residence time (i.e., the solids
retention time) of the sewage sludge is 10 days at 55°C (131°F) to
60°C (140°F).

5. Beta Ray Irradiation
Sewage sludge is irradiated with beta rays from an electron
accelerator at dosages of at least 1.0 megarad at room temperature
(ca. 20°C [68"F])-

6. Gamma Ray Irradiation
Sewage sludge is irradiated with gamma rays from certain isotopes,
such as Cobalt 60 and Cesium 137, at dosages of at least 1.0
megarad  at room  temperature (ca. 20°C [68°F]).

7. Pasteurization
The temperature of the sewage sludge is maintained at 70°C (158°F)
or higher for 30 minutes or longer.

1Chapter 10 provides a detailed description of these technologies.
limits  and to ensure that regrowth of Salmonella sp. bacteria
does not occur between treatment and use or disposal.


4.9 Alternative 6: Use of a Process Equivalent to
    PFRP[503.32(a)(8)]
    The 40 CFR Part 257 regulation allowed any treatment proc-
ess to be determined equivalent to a PFRP. Under Alternative 6,
sewage sludge is considered to be a Class A sewage sludge if:

•  It is treated by any process equivalent to a PFRP, and

•  Either the density of fecal coliform in the sewage sludge is
   less than  1,000 MPN per gram total solids (dry weight ba-
   sis), or the density of Salmonella sp. bacteria in the sewage
   sludge is  less  than  3 MPN per 4 grams total  solids (dry
   weight basis) at the time the  sewage sludge is used or dis-
   posed, at the time the sewage sludge is prepared for sale or
   give away in a bag  or other container for land application,
   or at the time  the sewage sludge or material derived from
   the sewage  sludge is prepared to meet the requirements in
   503.10(b), 503.10(c), 503.10(e), or 503.10(f).


Processes Already Recommended as Equivalent
    Table 4-3 lists some of the processes recommended to be
equivalent to PFRP under Part 257. Since these processes have

Table 4-3.  A Partial List of Processes Recommended as Equivalent to
          PFRP Under Part 2571
    Operator
Process Description
Scarborough        Static pile aerated "composting" operation that
  Sanitary          uses fly ash from a paper company as a
  District           bulking agent. The process creates pile
  Scarborough,      temperatures of 60°C to 70°C (140°F to
  Maine            158°F)  within 24 hours and maintains these
                   temperatures for up to 14 days. The  material
                   is stockpiled after 7 to 14 days of "composting"
                   and then marketed.

Mount Holly         Zimpro 50-gpm low-pressure wet air  oxidation
  Sewage          process. The process involves heating  raw
  Authority         primary sewage sludge to 177°C to 204°C
  Mount Holly,      (350°F  to 400°F) in a reaction vessel under
  New Jersey       pressures of 250 to 400 psig for 15 to 30
                   minutes. Small volumes of air are introduced
                   into the process to oxidize the organic solids.

Miami-Dade         Anaerobic digestion followed by solar drying.
  Water and        Sewage sludge is processed by anaerobic
  Sewer            digestion in two well-mixed digesters operating
  Authority         in series in a temperature range of 35°C to
  Miami, Florida     37°C (95°F to 99°F). Total residence time is 30
                   days.'The sewage sludge is then centrifuged
                   to produce a cake of between 15% to 25%
                   solids. The sewage sludge cake is dried for 30
                   days on a paved bed at a depth of no more
                   than 46 cm (18 inches). Within 8 days of the
                   start of drying, the sewage sludge is  turned
                   over at least once every other day until the
                   sewage sludge reaches a solids content of
                   greater than 70%. The PFRP recommendation
                   was conditional on the microbiological quality
                   of the sewage sludge.

'These processes were all recommended for site-specific equivalency
(see Section 11.1).
                                                             21

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already been recommended as equivalent, the sewage sludges
produced by these processes should meet the Class A pathogen
requirements as long as they meet the microbiological require-
ments.
An Approach to Determining Equivalency
    One procedure likely to be used for determining equiva-
lency under Part 503 is Alternative 3. This alternative enables
a treatment works to demonstrate, through microbiological
monitoring, that a sewage sludge treatment process effectively
reduces enteric viruses and viable helminth ova to below de-
tectable levels. Once these reductions have been demonstrated,
no further enteric virus or viable helminth ova monitoring is
required as long as the process continues to be operated under
the conditions that produced the reduction (see Section 4.6).
The only further monitoring that must be conducted is the fecal
coliform or salmonellae monitoring required  of all Class A
alternatives. Thus, for all practical  purposes, a process  that
successfully demonstrates all the requirements in Alternative 3
can be considered equivalent to a PFRP.
Who Determines Equivalency?
    Part 503 gives the permitting authority responsibility for
determining equivalency under Alternative 6. The EPA's Patho-
gen Equivalency Committee (PEC) is available as a resource
to provide guidance and recommendations on equivalency de-
terminations to both the permitting authority and the regulated
community (see Chapter 11).
                                                         22

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                                                    Chapter 5
  Class B Pathogen Requirements and Requirements for Domestic Septage Applied to
                         Agricultural Land, a Forest, or a Reclamation Site
5.1 Introduction
    Class B pathogen requirements can be met in three differ-
ent ways. The implicit objective of all three alternatives is to
ensure that pathogenic bacteria and enteric viruses  are ade-
quately reduced in density, as demonstrated by a fecal coliform
density in the treated sludge of 2 million MPN or CPU  per
gram total solids sewage sludge (dry weight basis).1  Viable
helminth ova are not necessarily reduced in a Class B sludge.

    Unlike a Class A sludge, which is essentially pathogen-
free, a Class B sludge contains some pathogens. For this reason,
site restrictions that restrict crop harvesting, animal grazing,
and public access for a certain period of time until environ-
mental factors have further reduced pathogens have to be met
when a Class B sewage sludge is applied to land. Where  ap-
propriate, these restrictions  are designed to ensure sufficient
reduction in viable helminth ova—the hardiest of pathogens—
since these pathogens may not have been reduced during sludge
treatment.

    The Class B requirements apply to bulk sewage sludge that
is applied to agricultural land, a forest, a public contact site, or
a reclamation  site. Sewage sludge that is placed on a surface
disposal site also must meet the Class B pathogen requirement,
unless the active  sewage sludge unit on which the sewage
sludge is  placed is covered at the end of each operating day
(see Table 3-1).

    The  requirements for pathogens in domestic septage  ap-
plied to agricultural land, forest, or a reclamation site are dif-
ferent from the Class B requirements for sewage sludge applied
to those types of land. Domestic septage applied to other types
of land (e.g.,  a public contact site)  must meet the pathogen
requirements and site restrictions for sewage  sludge. No patho-
gen-related requirements apply to domestic septage placed on
a surface disposal site.
'Farrell et al. (1985) have shown that if a processed sewage sludge has a fecal coliform
density of 2 million MPN or CPU per gram, pathogenic viruses and bacteria are reduced.
A comparison of suspended solids densities in entering wastewater to suspended solids
densities  in treated sewage sludge shows that this density of fecal coliform in treated
sludge represents a 100-fold (2-log) reduction in fecal coliform density, and is expected to
correlate with an approximately 1.5-log (apprbximately^32-fold) reduction in salmonellae
density and an approximately 13-log (20-fold) reduction in the density of enteric viruses.
    Class B  sewage sludge and domestic  septage also must
meet a vector attraction reduction requirement (see Chapter 6).

    Sections  5.2 to 5.4 discuss the three alternative Class B
pathogen requirements for sewage sludge. Section 5.5 discusses
the site restrictions and  Section 5.6 presents the requirements
for domestic  septage applied to agricultural land, forests,  or
reclamation sites. The title of each section provides the number
of the Subpart D requirement discussed in the section. The
exact regulatory language can be found hi Appendix B, which
reproduces the Subpart D regulation. Chapters 7 and 8 provide
guidance on  the sampling and analysis necessary to meet the
Class B microbiological requirements.


5.2 Sewage Sludge Alternative 1: Monitoring of Fecal
    Coliform [503.32(b)(2>]
    Alternative 1 requires that seven samples of treated sewage
sludge be collected at the time of use or disposal, and that the
geometric mean fecal coliform density of these samples be less
than 2 million CPU or MPN per gram of sewage sludge solids
(dry weight basis).  .

    This approach uses fecal coliform density as an indicator
of the average density of bacterial and viral pathogens. Over
the long term,  fecal coliform density  is expected to correlate
with  bacterial  and viral pathogen density in sewage sludge
treated by biological treatment processes (EPA, 1992).

    This alternative requires analysis of multiple samples dur-
ing each monitoring episode because the methods used to de-
termine fecal coliform density (membrane  filter methods and
the MPN dilution method) have poor precision and sewage
sludge quality varies. Use of at least seven samples is expected
to reduce the standard error to a reasonable value.

    The standard deviation can be a useful predictive tool. A
relatively high standard deviation for the fecal coliform density
indicates a wide range in the densities of the individual samples.
The wider this range (i.e,  the higher  the standard deviation),
the less the treatment process can  be relied on to consistently
produce sewage sludge that will meet the requirement. A high
standard deviation (e.g., a log  standard  deviation > 0.3) can
therefore alert treatment workers of the potential need for proc-
ess modifications to improve consistency and reliability.
                                                           23

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 5.3 Sewage Sludge Alternative 2: Use of PSRP
     [503.32(b)(3)]
     Class B Alternative 2 provides continuity with the 40 CER
 Part 257 regulation.  Under this alternative,  sewage sludge is
 considered to be Class B if it is treated in one of the "Processes
 to Significantly Reduce Pathogens" (PSRPs) listed in Appendix
 B of Part 503. The listed PSRPs are reproduced in Table 5-1
 and described in detail in Chapter 9. They  are similar to the
 PSRPs listed in the Part 257 regulation, except that all condi-
 tions related to reduction of vector  attraction have been re-
 moved. Under this  alternative, sewage  sludge  treated  by
 processes that are PSRPs under 40 CFR Part 257 are Class B
 with respect to pathogens. Unlike the comparable Class A re-
 quirement (see Section 4.8), this Class  B alternative does not
 require microbiological monitoring.


 Table 5-1.  Processes to  Significantly Reduce Pathogens  (PSRPs)
 	Listed in Appendix B of 40 CFR Part 5031	

 1. Aoroblc Digestion
 Sowago sludge Is agitated with air or oxygen to maintain aerobic
 conditions for a specific mean cell residence time (i.e., solids
 retention time) at a specific temperature. Values for the mean cell
 residence time and temperature shall be between 40 days at 20°C
 (68'F) and 60 days at 15°C (59°F).

 2. Air Drying
 Sowago sludge Is dried on sand beds or on paved or unpaved
 basins. Ths sewage sludge dries for a minimum of 3 months. During
 2 of Iho 3 months, the ambient average daily temperature is above
 O'C (32«F).

 3. Anaerobic Digestion
 Sewage sludge Is treated in the absence of air for a specific
 moan cell residence time (I.e., solids retention time) at a specific
 temperature. Values for the mean cell residence time and
 tomporature shall be between 15 days at 35°C to 55°C (131°F)
 and 60 days at 20"C (68°F).

 4. Composting
 Using either the within-vossel, static aerated pile, or windrow
 composting methods, the temperature of the sewage sludge is raised
 to 409C (104»F) or higher and remains at 40°C (104°F) or higher for
 5 days. For 4 hours during the 5-day period, the temperature in the
 compost pile exceeds 55"C (131°F).

 5. LImo Stabilization
 Sufficient lime Is added to the sewage sludge to raise the pH of the
 sowage sludge to 12 after 2 hours of contact.	

 'Chapter 9 provides a detailed description of these technologies.
5.4 Sewage Sludge Alternative 3: Use of Processes
     Equivalent to PSRP [503.32(b)(4>]
     The former Part 257 regulation allowed the sewage sludge
to be treated by a process determined to  be equivalent to  a
PSRP. Under Alternative 3, sewage sludge treated by any proc-
ess determined to be equivalent to a PSRP  is considered to be
a Class B sewage sludge.

     Table  5-2 provides  a partial list of processes that were
recommended as equivalent to PSRP under 40 CER Part 257.
Because these processes are already recommended as equiva-
 Table 5-2.  A Partial List of Processes Recommended as Equivalent to
           PSRP Under Part 2571
      Operator
            Process Description
 Town of Telluride,
   Colorado
 Comprehensive
   Materials
   Management,
   Inc.
   Houston, Texas

 N-Viro Energy
   Systems, Ltd.
   Toledo, Ohio
 Public Works
   Department
   Everett,
   Washington
 Haikey Creek
   Wastewater
   Treatment Plant
   Tulsa, Oklahoma
Ned K. Burleson &
  Associates, Inc.
  Fort Worth,
  Texas
Combination oxidation ditch, aerated storage,
and drying process. Sewage sludge is treated
in an oxidation ditch for at least 26 days and
then stored in an aerated holding tank for up
to a week. Following dewatering to 18%
solids, the sewage sludge is dried on a paved
surface to a depth of 2 feet (0.6 m). The
sewage sludge is turned over during drying.
After drying to 30% solids, the sludge is
stockpi|ed prior to land application. Together,
the drying and stockpiling steps take
approximately 1 year. To ensure that PSRP
requirements are met, the stockpiling period
must include one full summer season.

Use of cement kiln dust (instead of lime) to
treat sewage sludge by raising sewage sludge
pH to at least 12 after 2 hours of contact.
Dewatered sewage sludge is mixed with
cement kiln dust in an enclosed system.

Use of cement kiln dust and lime kiln dust
(instead of lime) to treat sewage sludge by
raising the pH. Sufficient lime or kiln dust is
added to  sewage sludge to produce a pH of
12 for at  least 12 hours of contact.

Anaerobic digestion of lagooned sewage
sludge.-Suspended solids had accumulated in
a 30-acre (12-hectare) aerated lagoon that
had been used to aerate wastewater. The
lengthy detention time in the lagoon (up to 15
years) resulted in a level of treatment
exceeding that provided by conventional
anaerobic digestion. The percentage of fresh
or relatively unstabilized sewage sludge was
very small compared to the rest of the
accumulation (probably much less than 1% of
the whole).

Oxidation ditch treatment plus storage.
Sewage sludge is processed in aeration
basins followed by storage in aerated sludge
holding tanks. The total sewage sludge
aeration time is greater than the aerobic
digestion  operating conditions specified in the
Part 503 regulation of 40 days at 20°C (68°F)
to 60 days at 15°C (59°F). The oxidation ditch
sludge is  then stored in batches for at least
45 days in an unaerated condition or 30 days
under aerated conditions.

Aerobic digestion for 20 days at 30°C (86°F)
or 15 days at 35°C (95°F).
1AII processes were recommended for site-specific equivalency, except
the N-Viro System, which was recommended for national equivalency
(see Section 11.1 for definition of site-specific and national equivalency).

lent, the sewage sludge treated by  these processes is Class B
with respect to pathogens.

    Part 503 gives the permitting authority responsibility  for
determining equivalency. The Pathogen Equivalency Commit-
tee is available as  a resource to provide guidance and recom-
mendations on equivalency determinations  to the permitting
authorities (see Chapter 11).
                                                             24

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5.5 Site Restrictions [503.32(b)(5>]
    Sewage sludge that meets the Class B requkements may
contain reduced but still significant densities of pathogenic bac-
teria,  viruses, and viable helminth ova. Thus, site restrictions
are needed to further reduce pathogenic organisms if the sewage
sludge is  applied  to land. These requirements are based on
scientific data regarding how rapidly pathogens die off on the
soil surface or within the soil (EPA, 1992). The site restrictions
for Class B sewage sludges are summarized below. The regu-
latory language is given in italics.


Food Crops with Harvested Parts That Touch the
Sewage Sludge/Soil Mixture
503.32(b)(5)(i): Food crops with harvested parts that touch the
sewage sludge/soil mixture and are totally above the land sur-
face shall not be harvested for 14 months after application of
sewage sludge.

    This time frame is sufficient to enable environmental con-
ditions such as sunlight, temperature, and desiccation, to reduce
pathogens on the land surface to below detection limits. Note
that the restriction applies to harvesting. Growing of these food
crops (such as melons, cucumbers, or strawberries) can begin
prior  to 14 months after application, as long as the crops are
not ready for harvesting earlier than 14 months after sewage
sludge application.


Food Crops with Harvested Parts Below the Land
Surface
503.32(b)(5)(ii): Food crops with harvested parts below the
surface of the land shall not be harvested for 20 months after
application of sewage sludge when the sewage sludge  remains
on the land surface for 4 months or longer prior to incorpora-
tion into the soil.

    For example, for a September 1994 harvest, sewage sludge
could be applied to the soil surface up to the end of December
1992, plowed or disked into the soil in April 1993, and the crop
could be harvested in September 1994. Examples of crops with
harvested  parts  below the land surface are potatoes, radishes,
and carrots.

503.32(b)(5)(iii): Food crops with harvested parts below the
surface of the land shall not be harvested for 38 months after
application of sewage sludge when the sewage sludge remains
on the land surface for less than 4 months prior to incorpora-
tion into the soil.

    Contamination of the surface of root crops  with viable
helminth ova is  a principal concern under these circumstances.
Four  months is considered the minimum time for environ-
mental conditions  to reduce viable helminth ova in  sewage
sludge on  the land surface to negligible levels. Sewage sludge
incorporated into the soil surface less than 4  months after ap-
plication may contain significant numbers of viable helminth
ova. Once incorporated into the soil, die-off of these organisms
proceeds much more slowly; therefore, a substantially longer
waiting period is required to protect public health.
 Food Crops, Feed Crops, and Fiber Crops
 503.32(b)(5)(iv): Food crops, feed crops, and fiber crops shall
 not be harvested for 30 days after application of sewage sludge.

     This restriction covers food crops that are not covered by
 503.32(b)(i-iii) (i.e., it covers food crops that do not have har-
 vested parts that touch the sewage sludge/soil mixture or that
 are below the land surface). The restriction also applies to all
 feed and fiber crops.  These crops may become contaminated
 when sewage sludge is applied to the land. Harvesting of these
 crops could result in the transport of sewage sludge pathogens
 from the growing site to the outside environment. After 30 days,
 however, any pathogens in sewage  sludge that may have ad-
 hered  to the crop during application will likely have been re-
 duced to negligible levels. Hay is an example of a crop covered
 by this restriction.
Animal Grazing
503.32(b)(5)(v): Animals shall not be allowed to graze on the
land for 30 days after application of sewage sludge.

     Sewage sludge can adhere to animals that walk on sew-
age-sludge-amended land and thereby be brought into potential
contact with humans who come in contact with the animals (for
example, riding horses and milking cows allowed to graze on
a sewage-sludge-amended pasture). Thirty days is sufficient to
substantially reduce the pathogens in surface-applied sewage
sludge, thereby significantly reducing the risk of human and
animal contamination.
 Turf Growing
 503.32(b)(5)(vi): Turf grown on land where sewage sludge is
 applied shall not be harvested for 1 year after application of
 the sewage sludge when the harvested turf is placed on either
 land with a high potential for public exposure or a lawn, unless
 otherwise specified by the permitting authority.

     The 1-year waiting period is designed to significantly re-
 duce pathogens in the soil so that subsequent contact of the turf
 layer will not pose a risk to public health and animals. A per-
 mitting authority may reduce this time period in low-risk ap-
 plications, e.g., turf applied by  the commercial grower's  staff
 to lawns that will not experience public traffic immediately
 after application.
Public Access
503.32(b)(5)(vii): Public access to land with a high potential
for public exposure shall be restricted for 1 year after applica-
tion of the sewage sludge.

     As with the turf requirement above, a 1-year waiting period
is necessary to protect public health and animals in a potentially
high-exposure situation. A baseball diamond or a soccer field
is an example of land with a high potential for public exposure.
The land gets heavy use and contact with the soil is substantial
(players  fall  on it and dust is raised which is  inhaled and
ingested).
                                                         25

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503,32(b)(5)(viii): Public access to land with a low potential
for public exposure shall be restricted for 30 days after appli-
cation of the sewage sludge.

     A farm field used to grow corn or soybeans is an example
of a low potential for public exposure. Even farm family mem-
bers walk about very little on such fields.
5.6 Domestic Septage [50332(c>]
     Under Part 503.32(c), pathogen reduction in domestic sep-
tage applied to agricultural land, a forest, or a reclamation site2
may be reduced in one of two ways:

•  Either all the Class B site restrictions under 503.32(b)(5)—
   see Section 5.5, above—must be met,
•  Or the pH of the domestic septage must be raised to 12 or
   higher by alkali addition and maintained at pH 12 or higher
   for  30 minutes without adding more alkali, and the site
   restrictions on crop harvesting in 503.32(b)(5)(i-iv) must be
   met (see Section 5.5). The regulation uses the term alkali in
   the broad  sense to mean any substance that causes an in-
   crease in pH.

    The pH requirement applies to every container of domestic
septage applied to the land, which means that the pH of each
container must be monitored.
    The first alternative reduces exposure to pathogens in land-
applied domestic septage while environmental factors attenuate
pathogens. The second alternative relies on alkali treatment to
reduce pathogens and contains the added safeguard of restrict-
ing crop harvesting, which prevents exposure to crops grown
on domestic septage-amended soils.
 'diii A or B sewage sludge requirements apply to domestic septage applied to all other
 types of Und. No pathogen-related requirements apply to domestic septage placed on a
 surface disposal site.
                                                           26

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                                                   Chapter 6
                           Requirements for Reducing Vector Attraction
6.1 Introduction
    The pathogens in sewage sludge pose a disease risk only
if there are routes by which the pathogens are brought into
contact with humans or animals. A principal route for transport
of pathogens is vector transmission. Vectors are any living or-
ganisms capable of transmitting a pathogen from one organism
to  another  either mechanically  (by simply transporting the
pathogen) or biologically by playing a specific role in the life
cycle of the pathogen. Vectors for sewage sludge pathogens
would most likely include insects, rodents, and birds.

    The Part 503  regulation contains 12 options, described
below and summarized in Table 6-1, for demonstrating reduced
vector attraction of sewage sludge. These requirements are de-
signed to either reduce the attractiveness of sewage sludge to
vectors (Options  1 through 8 and 12) or prevent the vectors
from coming hi  contact with the sewage sludge (Options  9
through 11). Guidance on when  and where to sample sewage
sludge to meet these requirements is provided in Chapter 7.

    As mentioned in Chapter 3, compliance  with the vector
attraction reduction requirements must be demonstrated sepa-
rately from compliance with the pathogen reduction  require-
ments. Therefore, demonstration of adequate vector attraction
reduction (e.g., through reduction of volatile solids by 38% as
described below) does not demonstrate achievement of ade-
quate pathogen reduction.
    Volatile solids reduction is typically achieved by anaerobic
or aerobic digestion. These processes degrade most of the bio-
degradable material to lower activity forms. Any biodegradable
material that remains characteristically degrades  slowly—so
slowly that the vectors that would be attracted to unprocessed
sewage sludge are not drawn to it.
6.3 Option 2: Additional Digestion of Anaerobically
    Digested Sewage Sludge [503.33(b)(2>]
    Under this option, an anaerobically digested sewage sludge
is .considered to have achieved satisfactory vector attraction
reduction  if it loses less than  17% additional volatile solids
when it is anaerobically batch-digested hi the laboratory in a
bench-scale unit at 30°C to 37°C (86°F to 99°F) for an addi-
tional 40 days. Procedures for this test are presented in Appen-
dix D.

    Frequently, sewage sludges have been recycled through the
biological wastewater treatment section of a treatment works
or have resided for long periods  of time in the wastewater
collection system. During this time they undergo  substantial
biological degradation. If they are  subsequently treated by an-
aerobic digestion for a period to time, they are adequately re-
duced in vector attraction, but because they entered the digester
already partially stabilized, the volatile solids reduction after
treatment is frequently less than 38%. The additional digestion
test is used to demonstrate that these sewage sludges are indeed
satisfactorily reduced in vector attraction.
6.2 Option 1: Reduction in Volatile Solids Content
    [503.33(b)(l>]
    Under this option, reduction of vector attraction is achieved
if the mass of volatile solids in the sewage sludge is reduced
by at least 38% during sludge treatment. (This is the amount
of volatile solids reduction that can be attained at the "good
practice" recommended conditions for anaerobic digestion of
15 days residence time at 35°C [95°F] in a completely mixed
high-rate digester.) The volatile solids reduction can include
any additional volatile solids reduction that occurs before the
sewage sludge leaves the treatment works, such as might occur
when the sewage sludge is processed on drying beds or in
lagoons, or when sewage sludge is composted. Volatile solids
reduction is calculated by a volatile solids balance around the
digester or by the Van Kleek formula (Fisher, 1984). Guidance
on methods of calculation is provided in Appendix C.
6.4 Option 3: Additional Digestion of Aerobically
    Digested Sewage Sludge [503.33(b)(3>]
    Under this option, an aerobically digested sewage sludge
with 2% or less solids is considered to have achieved satisfac-
tory vector attraction reduction if it loses less than 15% addi-
tional volatile solids when  it is aerobicalTy batch-digested in
the laboratory in a bench-scale unit at 20°C (68°F) higher for
an additional 30 days. Procedures for this test are presented in
Appendix D. The test can be run on  sewage sludges up to 2%
solids and does not require a temperature correction for sewage
sludges not initially digested at 20°C (68°F). Sewage sludges
with greater than 2%  solids can be diluted to 2% solids with
effluent, and the test can then be run on the diluted sludge.

    This option is appropriate for aerobically digested sewage
sludges that cannot meet the 38% volatile solids reduction re-
                                                         27

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 Table 6-1. Summary of Requirements for Vector Attraction Reduction Under Part 503

  Requirement                       What Is Required?
                           Most Appropriate for:
 Option 1         At least 38% reduction in volatile solids during sewage
 503.33(b}(1)      sludge treatment
 Option 2         Less than 17% additional volatile solids loss during bench-
 503.33(b){2)      scale anaerobic batch digestion of the sewage sludge for
                  40 additional days at 30°C to 37°C (86°F to 99°F)

 Option 3         Less than 15% additional volatile solids reduction during
 G03.33(b)(3)      bench-scale aerobic batch  digestion for 30 additional days
                  at 20°C (68°F)

 Option 4         SOUR at 20°C (68°F) is £1.5 mg oxygen/hr/g  total
 SQ3.33(b){4)      sewage sludge solids

 Option 5         Aerobic treatment of the sewage sludge for at least 14
 503.33{b)(5)      days at over 40°C (104°F)  with an average temperature
                  of over 45"C (113°F)

 Option 6         Addition of sufficient alkali to raise the pH to at least 12 at
 503.33{b}{6)      25°C  (77°F) and maintain a pH £12 for 2 hours and a pH
                  £11.5 for 22 more hours

 Option 7         Percent solids £75%  prior to mixing with other materials
 503.33{bX7)


 Option 8         Percent solids £90%  prior to mixing with other materials
 503.33(b)(8)


 Option 9         Sewage sludge is Injected into soil so that no significant
 503.33(b)(9)      amount of sewage sludge is present on the land surface
                  1 hour after Injection, except Class A sewage sludge
                  which must be injected within 8 hours after the pathogen
                  reduction process.

 Option 10        Sewage sludge is incorporated into the soil within 6 hours
 503.33(b)(10)     after application to land or placement on a surface
                  disposal site, except Class  A sewage sludge which must
                  be applied to or placed on the land surface within 8 hours
                  after fie pathogen reduction process.

 Option 11         Sewage sludge placed on a surface disposal site must be
 503.33(fa){11)     covered with soil or other material at the end of each
                  operating day.

 Option 12        pH of domestic septage must be raised to £12 at 25°C
 503.33(b)(12)     (77°F) by alkali addition and maintained at &12 for 30
                  minutes without adding more alkali.
         Sewage sludge processed by:
         • Anaerobic biological treatment
         • Aerobic biological treatment
         • Chemical oxidation

         Only for anaerobically digested sewage sludge that cannot
         meet the requirements of Option 1


         Only for aerobically digested sewage sludge with 2% or less
         solids that cannot meet the requirements of Option 1—e.g.,
         sewage sludges treated in extended aeration plants

         Sewage sludges from aerobic processes (should not be
         used for composted sludges)

         Composted sewage sludge (Options 3 and 4 are likely to be
         easier to meet for sludges from other  aerobic processes)
        Alkali-treated sewage sludge (alkalies include lime, fly ash,
        kiln dust, and wood ash)
        Sewage sludges treated by an aerobic or anaerobic process
        (i.e., sewage sludges that do not contain unstabilized solids
        generated in primary wastewater treatment)

        Sewage sludges that contain unstabilized solids generated
        in primary wastewater treatment (e.g., any heat-dried
        sewage sludges)

        Sewage sludge applied to the land or placed on a surface
        disposal site. Domestic septage applied to agricultural land,
        a forest, or a reclamation site, or placed on a surface
        disposal site
        Sewage sludge applied to the land or placed on a surface
        disposal site. Domestic septage applied to agricultural land,
        forest, or a reclamation site, or placed on a surface disposal
        site
        Sewage sludge or domestic septage placed on a surface
        disposal site
        Domestic septage applied to agricultural land, a forest, or a
        reclamation site or placed on a surface disposal site
quired by Option 1. These include sewage sludges from ex-
tended aeration and oxidation ditch plants, where the nominal
residence time of sewage sludge leaving the wastewater treat-
ment processes section generally  exceeds  20 days.  In these
cases, the sewage sludge may already have been substantially
reduced in biological degradability prior to aerobic digestion.
6.5 Option 4: Specific Oxygen Uptake Rate (SOUR)
     for Aerobically Digested Sewage Sludge
     [503.33(b)(4)]

     For an  aerobically digested sewage sludge, reduction in
vector attraction can also be demonstrated if the SOUR of the
sewage sludge to be used or disposed is determined to be equal
to or less than 1.5 mg of oxygen per hour per gram of total
sewage sludge solids (dry weight basis) at 20°C (eS0!7).1 This
test is  based on the fact that if the sewage sludge consumes
very little oxygen, its value as a food source for vectors is very
low and  therefore  vectors  are unlikely to be attracted to  the
sewage sludge.

     Frequently  aerobically digested sewage sludges are circu-
lated through the aerobic biological wastewater treatment proc-
'SOUR is defined in Part 503 as the mass of oxygen consumed per unit time per unit mass
of total solids (dry weight basis) in the sewage sludge. SOUR is usually based on total
suspended volatile solids rather than total solids, because it is assumed that it is the vola-
tile matter in the sewage sludge that is being oxidized. The SOUR definition in Part 503 is
based on total solids primarily to reduce the number of different determinations needed.
Generally the range in the ratio of volatile solids to total solids in aerobically digested
sewage sludges is not large. The standard required for SOUR based on total solids will
merely be slightly lower than if it had been based on volatile suspended solids to indicate
the same endpoint.
                                                                28

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ess for as long as 30 days. In these cases, the sewage sludge
entering the aerobic digester is already partially digested, which
makes it difficult to demonstrate the 38% reduction required by
Option 1.

    The  oxygen uptake rate depends on the conditions of the
test and,  to some degree, on the nature of the original sewage
sludge before aerobic treatment.  It should be noted that the
SOUR method may be unreliable at solids  content above 2%
and that it requires a poorly defined temperature correction at
temperatures  differing substantially from 20°C (68°F). Guid-
ance on performing the SOUR test and on sewage sludge-de-
pendent factors are provided in Appendix D.
6.6 Option 5: Aerobic Processes at Greater Than 40°C
    [503.33(b)(5)]
    The sewage sludge must be aerobically treated for 14 days
or longer during which time the temperature must be over 40°C
(104°F) and the average temperature higher than 45°C (113°F).
This option applies  primarily to composted sewage sludge.
These processed sewage sludges generally contain substantial
amounts of partially decomposed organic bulking agents, in
addition to sewage sludge. Application of the other options for
aerobic sewage sludges described above to composted products
is either impossible (because the percent volatile solids reduc-
tion of the sewage sludge fraction cannot be assessed) or has
not been adequately investigated in terms  of reliability.

    The regulation does not specifically mention or limit this
option to  composting. This  option can be applied to sewage
sludge from other aerobic processes such as aerobic digestion,
but other  methods such as  Options  3 and 4 are likely to be
easier to meet for these sludges.
6.7 Option 6: Addition of Alkali [503.33(b)(6>]
    Sewage sludge is considered to be adequately reduced in
vector attraction if sufficient alkali is added to:

•  Raise the pH to at least  12.

•  Maintain a pH of at least 12 without addition of more alkali
   for 2 hours.

•  Maintain a pH of at least 11.5 without addition of more alkali
   for an additional 22 hours.

    As noted in Section 5.6, the term "alkali" is intended to
mean a substance that causes an increase in pH. Raising sewage
sludge pH through alkali addition reduces vector attraction by
reducing or stopping biological activity. However, this reduc-
tion hi biological activity is not permanent. If the pH drops, the
surviving bacterial spores become biologically  active and the
sewage sludge will again putrefy and potentially attract vectors.
(The more soluble the alkali, the faster this is likely to happen.)
The conditions required under this option are designed to en-
sure that the sewage sludge can be stored for at least several
days at the treatment works, transported, and applied to soil
without the pH falling to the point where biological activity
results in vector attraction.
6.8 Option 7: Moisture Reduction of Sewage Sludge
    Containing No Unstabilized Solids [503.33(b)(7)]
    Under this option, vector attraction is considered to be
reduced if the sewage sludge does not contain unstabilized
solids generated during primary wastewater treatment and if the
solids content of the sewage sludge is at least 75% before the
sewage sludge is mixed with other materials.  Thus, the reduc-
tion must be achieved by removing water, not by adding inert
materials.2

    It is important that the sewage sludge not contain unsta-'
bilized solids because the partially degraded food scraps likely
to be present in such a sewage sludge would attract birds, some
mammals, and possibly insects,  even if the solids content of
the sewage sludge exceeded 75%.

    The way dried sewage sludge is handled or stored before
use or disposal can create or prevent vector attraction. If dried
sewage sludge is exposed to high humidity, the outer surface
of the sludge  could equilibrate to a lower solids content and
attract vectors. Steps should be taken to prevent this from hap-
pening.
6.9 Option 8: Moisture Reduction of Sewage Sludge
    Containing Unstabilized Solids [503.33(b)(8>]
    Vector attraction of any sewage sludge is considered to be
adequately reduced if the solids content of the sewage sludge
is increased to 90% or greater. This extreme desiccation deters
vectors in all but the most unusual situations. As noted in the
footnote for Option 7, the solids increase should be achieved
by removal of water and not by dilution with inert solids.
Drying to  this extent severely limits biological activity and
strips off or decomposes the  volatile compounds that attract
vectors.
6.10 Option 9: Injection [503.33(b)(9>]
     Vector attraction reduction can be demonstrated by inject-
ing the sewage sludge below the ground. Under this option, no
significant amount of the sewage sludge can be present on the
land surface within  1 hour after injection, and, if the sewage
sludge is Class A with respect to pathogens, it must be injected
within 8  hours after discharge  from the pathogen-reduction
process.

     Injection of sewage sludge beneath the soil places a barrier
of earth between the  sewage sludge  and vectors. The  soil
quickly removes water from the sludge, which reduces the mo-
^The moisture reduction may be achieved by adding active materials that remove water by
reaction [e.g., CaO reacting with water to form Ca(OH)i], by adsorption, or as water of
crystallization (e.g., formation of CaSO.»»2H2O). The best way to determine whether the
material added is active or inert is to subject the sewage sludge/solid mixture to a drying
determination at mild conditions since the objective is to determine available water.
Method 2540B in "Standard Methods" (APHA, 1992) is appropriate. The sewage sludge
or mixture is dried at 103°C to 105°C (217°F to 221°F). Drying time should be more than
1 but less than 2 hours.
                                                           29

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bility and odor of the sewage sludge. Odor is usually present
al the site during the injection process, but it quickly dissipates
when injection is complete.
                        :•
    Special restrictions apply to Class A sludges because these
sewage sludges are a medium for regrowth (see Section 4.3).
During the first 8 hours of regrowth, levels of pathogenic bac-
teria should still be quite low; however, after this point, the
regrowth of pathogenic bacteria may rapidly increase.


6.11 Option 10: Incorporation of Sewage Sludge
     into the Soil [503.33(b)(10)]
    Under this option, sewage sludge applied to the land sur-
face or placed on a surface disposal site must be incorporated
into the soil within 6 hours after application to or placement on
the land. If the sewage sludge is Class A with respect to patho-
gens, the time between processing and incorporation after ap-
plication  or placement must not exceed 8 hours—the same as
for injection under Option 9.

    When applied at agronomic rates, the  loading of sewage
sludge solids typically is about l/200th of the mass of soil in
the plow layer. If mixing is  reasonably good, the dilution of
sewage sludge in the soil surface is equivalent to that achieved
with soil injection. Odor will be present and vectors  will be
attracted temporarily, as the sewage sludge dewaters on the soil
surface. This attraction diminishes and is virtually eliminated
when the sewage sludge  is mixed with the soil. The mixing
method applies to  liquid sewage sludges,  dewatered  sewage
sludge cake, and even to dry sewage sludges.

    The 6  hours allowed to complete the  mixing of sewage
sludge into the soil should be adequate to allow  for proper
incorporation. As a practical matter, it may be wise to complete
the incorporation in a much shorter time. Clay soils tend to
become unmanageably slippery and muddy if the liquid sewage
sludge is allowed to soak into the first inch or two of topsoil.
6.12 Option 11: Covering Sewage Sludge
     [503.33(b)(ll)]
    Under this option, sewage sludge placed on a surface dis-
posal site must be covered with soil or other material at the end
of each operating day. Daily covering reduces vector attraction
by creating a physical barrier between the sewage sludge and
vectors, while environmental factors work to reduce pathogens.
6.13 Option 12: Raising the pH of Domestic Septage
     [503.33(b)(12>]
    This option applies only to domestic septage. Vector attrac-
tion is reduced if the pH is raised to at least 12 through alkali
addition and maintained at 12 or higher for 30 minutes without
adding more alkali. (These conditions also accomplish patho-
gen reduction for domestic  septage—see Section 5.6.) When
this option is used, every container must be monitored to dem-
onstrate that it meets the requirement. As noted in Section 5.6,
"alkali" refers to a substance that causes an effect similar to an
alkali; that is, it causes an increase in pH.

    This vector attraction reduction requirement is slightly less
stringent than the alkali addition method  for sewage sludge.
The method is geared to the practicalities of the use or disposal
of domestic septage, which is typically treated by lime addition
to the domestic septage hauling truck. The treated septage is
typically applied to the land shortly after lime addition. During
the  very short time interval, the pH is unlikely to fall to a level
at which vector attraction could occur.
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                                                    Chapter 7
                    Meeting the Quantitative Requirements of the Regulation
7.1 Introduction
    The Part 503 regulation contains operational standards for
pathogen and vector attraction reduction. This chapter suggests
ways to satisfy these requirements.

    The regulation provides  only minimal guidance on  the
amount of information that must be obtained during a monitor-
ing event to prove that a standard has been met or to demon-
strate that process conditions have been maintained. The final
decision is up to the permitting authority. Sufficient information
should be provided to the permitting authority to enable a quali-
fied reviewer to determine if the requirements  have been met.
This chapter suggests how much information will satisfy this
need. For purposes of this discussion:

•  A sampling event is defined as the period during which the
   samples needed for monitoring are collected.

•  A monitoring event includes  the sampling  period and the
   period to analyze the samples and provide the results needed
   to determine compliance.


7.2 Process Conditions
    Sufficient information must be collected about sludge
processing conditions so  that a regulator can be  reasonably
certain that the process is being operated as claimed. How this
information is collected and how much information is needed
depend on the process. The following  example illustrates the
kind of information and the level of detail that are appropriate.
Consider the case of a treatment works that meets the pathogen
reduction requirement for a Class B  sludge by using anaerobic
digestion conducted at the PSRP conditions of 35°C (95°F)
with a 15-day residence time. To meet  the pathogen reduction
requkement, the monitoring results must demonstrate that the
35°C (95°F) temperature and 15-day residence time are main-
tained  whenever the process is being used to produce sewage
sludge that will meet the Class B requkement. The following
are suggested as reasonable monitoring requkements for this
situation:

    The treatment works operator should measure the temperature of
    the sludge in the digester at least every  shift Preferably, tempera-
    ture should be  continuously recorded. Information should be
    available on typical uniformity of temperature within the digester.
    The temperature measuring device must be calibrated. To calcu-
    late the residence time, the volume of the digester, depth of liquid
    in the digester, and flow rate into or out of the digester must be
    known. Mixing equipment should be capable of mixing the entire
    contents of the digester. Information should be available on the
    true working volume of the digester.  Since poorly maintained
    digesters are sometimes as much as one quarter filled with stag-
    nant grit and scum, there should be evidence that the digester is
    cleaned on a reasonable schedule. The flow rate can be deter-
    mined by means of a flow meter, or by observing rise or fall of
    liquid level during charging of feed or withdrawal of the treated
    sewage sludge and the number of feedings or withdrawals per
    day. If a flow meter is used, there should be records showing that
    the meter is calibrated periodically and its readings are correct

    Residence time in the digester is determined from the volume of
    sludge in the digester and the daily average flow rate. The tem-
    perature-time  requkements of the PSRP process of anaerobic
    digestion must be equaled or exceeded, because the regulation
    requires that all sewage sludge that is used or disposed meet the
    requirements. The 35°C (95°F) temperature requkement is some-
    times difficult to meet Lower temperatures and longer residence
    times may be  used, as determined by a linear interpolation be-
    tween 35°C (95°F) and 15 days and 20°C (68°F) and 60 days. It
    is suggested that a running average temperature and a running
    average residence time be computed, and that the average tem-
    perature and time must meet or exceed the requirements of the
    linear time-temperature relationship. The period of the running
    average must  be approximately equal to the average residence
    time. Whenever the time-temperature relationship is not met, the
    sludge does not meet Class B requkements and must be diverted
    from agricultural use.
    Other processes will have different requkements. For ex-
ample, some treatment works collect liquid sewage sludge in
batches, treat it with lime and either dewater it or apply it to
the land in the liquid state. They often import sewage sludges
or domestic  septage and treat  them in the same fashion. If
feedstock changes  substantially in character from  batch  to
batch, records of performance will have to be kept  on every
batch. If sludge is consistent in quality and records demonstrate
this to be true, it may be necessary to check only every thkd
batch to determine if pH at 2 hours and at 24 hours meets the
requkements of the regulation for pathogen and vector attrac-
tion reduction (see  Sections 5.3 and 6.7  for requkements). If
records show that the treated sewage sludge is virtually never
off specification, the measurement frequency could be changed
to one randomly selected batch  a day.  (This determination
would have to be made through a permit, or at least with the
agreement of the regulator.) For other processes, such as static
pile composting, one of several piles constructed in a day could
be monitored, probably with several thermocouples at different
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elevations  in  the pile, to demonstrate conformance for the
whole day's production.

    Frequently, processes do not conform to process condi-
tions. In such cases, the operator should keep records showing
that the treated sludge produced was either recycled to be proc-
essed again or diverted in some manner for use or disposal
consistent with the sludge quality (e.g., disposal in a landfill
with daily  cover or, if the sludge meets the  Class B require-
ments, application as a Class B [rather than a Class A] sludge).


73 Monitoring Events: Needs and Duration
    Monitoring events are intended to reflect the average per-
formance of the treatment works. Conditions  should be as sta-
ble as possible before  the monitoring  event. Day-to-day
variations in feed  rate and  quality are inevitable in sewage
sludge treatment, and the processes are designed to perform
satisfactorily despite these variations. However, major process
changes should be avoided before monitoring events, because
long periods of time—as much as 3 months if anaerobic diges-
tion is part of the process train—are required before steady state
operation is established.


Monitoring for Microbiological Quality
    To meet the Part  503 pathogen reduction requirements,
sewage sludges may have to be monitored to determine densi-
ties of fecal coliforms, Salmonella sp., enteric viruses, and
viable helminth ova Monitoring for these microorganisms pre-
sents special problems, primarily caused by the length of time
it takes to be sure that the treated sludge meets the Class A and
Class B microbiological density requirements. Variations in the
microbiological quality of the treated sludge and intrinsic vari-
ation in the analytical methods are generally large enough that
a single measurement of a microbiological parameter is inade-
quate for deciding whether a process meets or fails to meet a
requirement

    The Pathogen Equivalency Committee recommends that
the monitoring event include several samples taken over a pe-
riod of approximately 2 weeks (see Section 7.7). In addition,
the microbiological tests themselves take time to complete. The
MPN test for  fecal coliform takes  about 4 days to complete.
The MPN  test for salmonellae takes about 5 days,  but the
difficulty of conducting the test may require the use of an
off-site laboratory, so it could take 7 days to get results. Enteric
virus determinations take over 2 weeks and, in almost all cases,
must be done by an outside laboratory. The situation is similar
for viable helminth ova analysis, except the test takes about 4
weeks to conduct Thus, the time  required for a monitoring
event could range  from 3 to 7 weeks. During this time, the
quality of the  treated sewage sludge is unknown. This means
that the sludge processed during the monitoring event should
either be stored until it  is  demonstrated  that  the processed
sludge meets the quality requirements for use as a Class A or
B sludge, or—if the sludge is being monitored for Class A
requirements—used or disposed as a Class B sludge (provided
it meets the Class B requirements). Another option is to com-
plete the sampling, which might take 2 weeks, and store all the
sewage sludge produced during sampling (or, if possible, divert
it to a Class B use), and then shut down until all the analytical
results have been reported back to the treatment works operator.
This latter course is only practicable for processes that produce
on-specification sludge shortly after start-up.
Monitoring for Vector Attraction Reduction
    Not all the vector attraction reduction options listed in the
regulation (see Chapter 6) require special monitoring. Four of
the methods (treatment of sewage sludge in an aerobic process
for 14 days or longer, injection below the surface of the land,
incorporation of sludge into the land, and placement of sludge
on a surface disposal site and covering it at the end of each
day) are technology descriptions. These technologies have to
be maintained throughout the year in the manner described in
the regulation. Examples  of the kind of information needed to
demonstrate adequate performance are provided in Section 7.2.

    The remaining vector attraction reduction options all have
performance requirements that are monitoring goals.  All have
some technology element. For example, the oxygen uptake rate
test is only appropriate  for a sludge from an aerobic digestion
or wastewater treatment process. Even the 38% volatile solids
reduction requirement (see Section  6.2) has a technology ele-
ment (though none is mentioned in the regulation), since what-
ever was done to reduce the volatile solids content by at least
38% must be continued.  The technology aspects of these op-
tions must be documented kt the  manner described in Section
7.2. The measures of performance are a monitoring requirement
and must be evaluated according to the required  monitoring
schedule (see Table 3-4 hi Chapter 3).

    Monitoring for vector attraction reduction presents similar
problems to monitoring for microbiological quality.  Some of
the tests can be conducted within  a few hours while others can
take more than a month.  For the tests that can be conducted
within a few hours, the sampling event must be more than a
few hours to account for the variability  hi the feedstock (the
incoming sludge) and the performance of the vector attraction
reduction process as affected by the changes in feedstock. Just
as for the microbiological tests, these vector attraction reduction
tests should be conducted over approximately 2 weeks to mini-
mize the expected effect of these variations. The 2-week period
can be the same 2-week period during which the microbiologi-
cal parameters are being determined.

    Some vector attraction reduction tests—such as the addi-
tional digestion tests—take more than a month to complete.
Unless the treatment works has several sets of duplicate testing
equipment, it will be impossible to run these tests on enough
samples during a 2-week sampling period to assess  the vari-
ability hi the performance of the treatment process. Storing
samples taken during this period until the equipment becomes
available is not an option,  because samples cannot be stored for
more  than a limited time period (see Section 8.6). In such
circumstances, if treatment works  operation is fairly steady, the
monitoring event should be started  as much as a month early
so that  enough  information can be provided to  adequately
assess treatment works performance (see also discussion under
"Additional Digestion Tests" in Section 7.7).
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 7.4 Correspondence of Samples
     The enteric virus and viable helminth ova requirements
 under Class A Alternatives 3  and 4 and some of the vector
 attraction reduction methods (e.g., percent volatile solids reduc-
 tion) involve taking input and  output samples that correspond
 (i.e., they are "before processing"  and "after processing" sam-
 ples of the same batch of sludge).  Obtaining samples that cor-
 respond can be difficult for sewage sludge treatment processes,
 such as anaerobic digestion, that characteristically treat sludge
 in fully mixed reactors with long residence times. As mentioned
 in Section 7.3, it can take up to 3 months to demonstrate that
 an anaerobic digester has reached  steady state after some sub-
 stantive change in feed sludge  or process conditions. Samples
 will correspond only when a process has reached steady state.

     Almost all the treatment processes that might be used to
 reduce pathogens under Class A Alternatives 3 and 4 are either
 batch processes or plug flow continuous processes. In theory it
 is relatively simple to obtain correspondence—it is only neces-
 sary to calculate the time for the input material to pass through
 the system and  sample  the downstream  sludge at that time.
 Achieving accurate correspondence in practice, however, is sel-
 dom easy.  Consider, for example, the difficulty of obtaining
 good correspondence of feed and treated sludge for a compost-
 ing operation in which the feed sewage sludge is to be com-
 pared to composted sludge that has been  stored 3 months.
 Appropriate compositing of the samples of feed and treated
 sludge averages  out the composition of these sewage sludges
 and reduces the correspondence problem. As indicated in Sec-
 tion 7.6, limitations on the periods of time over which micro-
 biological  samples  can be collected  limit  the utility  of
 compositing.
7.5 Adjusting for Diluents
    Sewage sludge processing often introduces  other sub-
stances into the sludge. For example, polymers, lime and ferric
chloride, paper pulp, and  recycled sludge ash are frequently
added to aid in dewatering.  Lime is sometimes added to in-
crease the temperature of the sewage sludge cake to disinfecting
temperature, and wood chips are added to absorb moisture and
provide air channels in the  sewage sludge cake being com-
posted. These materials reduce the microbial densities by dilu-
tion and increase solids content, although the change is not as
much as might be thought. For example, an increase in mass
of 20% would result  in a reduction in the log density of a
microbiological parameter  of only 0.079.

    Because risk is directly related to mass of treated sludge,
it is appropriate not to be concerned whether the sludge has
been diluted or not by treatment, but to be concerned about the
numbers of pathogenic organisms in the treated sewage sludge
per unit mass of that treated sludge. This is the approach taken
by the Part 503 regulation, which requires  that the  treated
sludge meet the standards for Class A or Class B sludge. The
treated sludge includes any  additives, so no correction is needed
for dilution effects.

    For some sludges, particularly those treated by composting
(these usually will be Class A sludges), the amount of additive
 can be considerable. Nevertheless, the regulation requires that
 the treated sludge meet the standard, which-means that no cor-
 rection need be made for dilution.

    In many composting installations, wood chips are used as
 the bulking agent.  Sometimes  the compost is sold or given
 away without screening out the wood chips. Although the regu-
 lation requires  that the treated sludge must meet  the standard,
 it is appropriate to remove the wood chips when the microbial
 analyses are carried out. The primary reason is to improve the
 accuracy of the microbial measurements. The wood chips are
 so big (typically 4 cm x 4 cm x 1 cm) that a very large sample
 would have to be taken and blended to get a representative
 subsample. Sample reliability is reduced when the sample con-
 sists of a mix of sludge solids and fibrous wood-chip residue
 from blending. Another reason for removing the wood chips
 prior to microbial analysis is that the exposure of users to the
 compost is related to the fine particle content and not to large
 physically distinct wood chips.  For example, a user who han-
 dles the  compost gets his or her hands covered with compost
 particles that do  not include wood chips. Similarly, the user
 might breathe in a dust of compost particles that would not
 include the wood chips. In these cases, what matters is the
 number of pathogenic organisms present in the material that the
 user is exposed to.
7.6 Representative Samples
     Except when the investigator is searching for the maximum
range of a parameter, a sample, even a grab sample, should
be chosen to be representative  of the sewage sludge being
sampled.  Specific procedures for  sampling are discussed in
Chapter 8.
Random Variability
    Virtually all sewage sludge treatment processes will expe-
rience a certain amount of short-term random or cyclic variation
in the feed sludge and in process performance. Evaluation of
average performance over a 2-week time period is suggested
as a reasonable approach to account for these variations. It
permits selection of sampling days to avoid a day-to-day effect
and at least allows a comparison between adjacent weeks.
Seasonal Variability
    For some sewage sludge treatment processes, performance
is poorer during certain parts of the year due to seasonal vari-
ations in such factors as temperature, sunshine, and precipita-
tion. For example, aerobic digestion and some composting
operations can be adversely affected by low ambient tempera-
ture. In such cases, it is critical that process performance be
evaluated during the time of year when poorest performance is
expected. If a treatment works is evaluated four or more times
a year, there is no problem, because all seasons of the year will
be covered. For small treatment works that are evaluated only
once or twice a year, it is important to monitor in the time of
year where performance is expected to be  poorest,  to avoid
approving a process that is not performing adequately for much
of the year. Process criteria of  PSRPs  and PFRPs  must be
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evaluated and recorded continuously, with the kind of records
outlined in Section 7.2.
Composite Sampling
    Composite sampling is frequently practiced in wastewater
treatment. A small stream of wastewater or sludge is drawn off
at rate proportional to the flow of the main stream being sam-
pled and collected as a single sample. Typically, times of col-
lection are for one shift (8 hours) or one day (24 hours). In this
case, the accumulated sample represents a  volume-average
sample over the period of time the sample is drawn. The sample
is chilled during the period it is  being collected to prevent
chemical change until it can be brought back to the laboratory
for analysis. This is an excellent  sampling procedure, but it
must be modified  when microbial analyses  are intended. A
composite time-average sample can be obtained by combining
a series of small  samples  taken, for example, once every 5
minutes for a period of an hour. A composite sample for bac-
terial and viral testing could be taken over an hour or less under
most circumstances without  compromising the results. Com-
posite sampling over 24 hours, or even longer if  special pre-
cautions are taken, is possible for viable helminth ova provided
the ova in the sample  are not exposed to thermal  or chemical
stress (e.g., temperatures above 40°C [104°F] or the addition
of certain chemicals such  as ammonia, hydroxides, and oxi-
dants).

     Composite sampling may be  possible for samples to be
used in some of the procedures to determine whether vector
attraction reduction is  adequate. It may not be appropriate  for
those procedures that depend on bacterial respiration (i.e., aero-
bic or anaerobic digestion). This subject is discussed in Appen-
dix  D  which presents procedures for  three  methods  to
demonstrate reduced vector attraction.
7.7 Regulatory Objectives and Number of Samples
    That Should Be Tested
    The Part 503 regulation requires that stated goals for patho-
gen reduction and vector attraction reduction be met Sufficient
information should be collected in a monitoring event to dem-
onstrate that the requirements  have been met,  but excessive
efforts to collect information should be avoided. Unfortunately,
the daily, weekly, and seasonal  fluctuations that occur hi influ-
ent to treatment works make it difficult to minimize the infor-
mation-gathering task.  Based on  judgment,  2 weeks  is
suggested as a reasonable period for assessing the performance
of a sewage sludge treatment process.

    If the impact of the treated sludge (i.e., the disease risk it
poses and the potential it creates for heavy metal uptake by
crops) could be based on an average performance or composi-
tion and a composite collected over 2 weeks would remain
stable, it might be possible to simply measure a parameter once
to adequately assess performance. This is possible for certain
chemical analyses. Unfortunately, with a few exceptions  (see
below), composites for periods exceeding an hour cannot be
made with microbiological and vector attraction reduction pa-
rameters.
    For the most part, several measurements must be made and
averaged to determine the average performance over a 2-week
period. Part 503 requires the geometric mean of seven samples
to demonstrate Class B pathogen reduction, but does not spec-
ify the number of samples required to demonstrate achievement
of the other pathogen reduction requirements or of the vector
attraction reduction requirements. Based on judgment, seven
samples are also suggested as adequate to demonstrate average
performance for all other cases, except when compositing over
several days is  possible. However,  if the performance of the
sludge treatment process is highly  variable, or if correspon-
dence between feed and product is difficult to establish, more
than seven tests must be made to determine a reliable average.

    The various parameters that must be measured to meet the
various pathogen reduction and vector attraction reduction re-
quirements are considered below to assess the range of accu-
racy that can be expected when seven measurements are made,
whether  compositing can reduce the number of measurements
needed, or whether variance is so large than more than seven
measurements are needed. This discussion begins with the
Class B pathogen reduction requirement (see Section 5.2), be-
cause this is the only case where the regulation actually defines
the number of samples to be tested.


Class B: Monitoring for Fecal Coliform Densities
    Part 503 requires that seven samples be taken to demon-
strate compliance with the fecal coliform levels required of
Class B  sludges. Seven samples were judged adequate to ac-
count for the short-term fluctuations in treated sludge quality
and allow determination of average performance. Variance of
fecal coliform determinations is known to be high, but analysis
(presented below) showed that if seven samples are averaged,
the error band about the mean value is sufficiently compressed
that treatment works with adequately treated sludge would not
have difficulty  meeting the standard. If the mean value does
not meet the standard, the material is not a Class B  sludge and
must be disposed of otherwise until the standard is met.

     The regulation requires that the geometric mean fecal coli-
form density of the seven samples be less than 2 million CPU
or MPN per gram of total solids sewage sludge (dry weight
basis). If a treatment works were producing a treated sewage
sludge with a  true mean density of exactly 2 million  fecal
colifbrm per gram, measured values of the fecal coliform den-
sity would cluster around 2 million per gram, but half would
be below and half would be above  it. Half the time, the treat-
ment works would appear not to be meeting the requirement.
The true mean density must be below 2 million per gram to be
confident that the experimentally determined average will be
below 2 million per gram. Just how much below depends on
the standard error of the average.

     Use of at least seven samples is expected to  reduce the
standard error to a reasonable value. In tests on extended aera-
tion sludges, Farrell et al. (1990) obtained a standard deviation
of the logarithm of the fecal coliform density (s) of 0.3 using
the membrane filter method. This included the variability in the
analysis as well as variability over time (approximately a year).
Standard error  for the average of seven measurements (S.E.-
                                                         34

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s/n) is 0.11. Using the normal probability distribution, the true
mean must be below 1.30 million if the geometric mean of
seven measurements is to be below 2 million 95% of the time
(see Table 7-1 for details of this calculation). If the standard
deviation  were higher, the true mean would have to be even
lower to  be  reasonably confident that the  geometric mean
would be below 2 million per gram. Thus, efforts should be
made to reduce variability. Steps that can be taken are:

•  Reduce the standard error by increasing the number of meas-
   urements used to determine the geometric mean.


•  Reduce process variability.

•  Improve sampling and analytical techniques.

    What action to take to reduce the geometric mean depends
on the process. For anaerobic or aerobic digestion, some sug-
gested steps  are  to  increase temperature, increase residence
time, use a draw-and-fill feeding procedure rather than fill-and-
draw  or continuous feeding,  and increase the  time between
withdrawal and feeding. After an attempt at improvement, the

Table  7-1.  True Geometric Mean Needed If Standard Fecal Coliform
          Density of 2 Million CPU Per Gram Is to Be Rarely Exceeded

Assumptions
    • The fecal coliform densities of the sewage  sludge are log nor-
      mally distributed. (The arithmetic mean of the logarithms of the
      fecal coliform densities is the mean of the distribution. The geo-
      metric mean is the antilog of the log mean.)
    • The goal is to ensure that the measured mean value does not
      exceed the density requirement more than once in 20 monitoring
      events.
    • The standard deviation of the log density is 0.30.

Calculation
To predict the expected frequency of a measurement using the
normal probability distribution, the variable x is converted to the
standard measure (u — see below) and its probability of occurrence
is obtained from tabulated values of the probability distribution. In
this case, the reverse is carried out. A certain probability of
occurrence is desired and the value of the standard measure is read
from the tables. From the normal distribution table  (single-sided), u is
1.645 when P = 0.05 (one in 20),
     Where: P  = the proportion of the area under the curve to the
                 right of u relative to the whole area under the
                 curve.
     and:    u  = the standard measure
            u  = (X-M.)/SJC
     Where: ji  = true log mean
            x  = log mean of the several measurements
            Sj< = s/VrT
            n  = number of measurements that are averaged
            s  = standard deviation of a single measurement of
                 log mean density
The logarithm of the fecal coliform density requirement (2 million
CFU/g) is x (x= 6.301). This is the number that should not be
exceeded  more than once in 20 monitoring episodes. Substituting
into Equation 1 and calculating n,
     1.645= (6.301-fi)/(0.3/V7)
     H = 6.114
     Antilog 6.114 = 1.3 million CFU/g.
evaluation should be repeated. If the process continues to fail,
more substantial changes to the process may be appropriate.


Class A: Monitoring for Fecal Coliform Densities
    Part 503  requires that, to qualify as  a Class  A sludge,
sewage sludge must be monitored for fecal coliform (or Sal-
monella sp.—see below) and have a density of less than 1,000
MPN fecal coliform per gram of total solids sewage sludge (dry
weight basis). The regulation does not specify the number of
samples that have  to be taken during a monitoring event or, if
several  samples are taken, how to determine the average fecal
coliform density.

    Available information  indicates  that the variability of the
MPN test for fecal coliform that must be used for the Class A
sludges is high. Yanko's (1987) quality assurance data on du-
plicate  samples show high variability, indicating that several
measurements are needed to get reasonable precision. For ex-
ample, the 95% confidence interval of the geometric mean for
a  sample with a  measured  fecal coliform density of 1,000
MPN/g is 224 to 4,470 MPN/g (calculated from the standard
deviation of the log fecal  coliform density, s  = 0.30 with 13
degrees of freedom, determined from Yanko's 1987 report). If
seven measurements were taken, the confidence interval would
be much smaller—580 to  1,740 MPN/g. The spread between
the lower and upper limits has been reduced from a factor of
20 to a factor of 3.0 by increasing the number of measurements
from one to seven. The advantage of taking several  samples is
obvious. Note that these confidence intervals are based on the
variability that resulted when duplicates drawn  from a larger
sample were analyzed and do not include additional variability
caused  by fluctuations in feedstock or process performance.

    The measured fecal coliform density provides an estimate
of the likelihood of salmonellae detection and, if detected, the
expected  density.  Yanko (1987) obtained  a good correlation
between fecal coliform density and salmonellae detections in
his extensive  investigation of composts derived from sewage
sludge. Fraction detected is less than 10% when  fecal coliform
density is less than 1,000 MPN/g. Yanko also  obtained a good
correlation  between fecal coliform density  and salmonellae
density for those samples for which salmonellae were detected.
That correlation predicts that, for fecal coliform densities less
than 1,000 MPN/g, salmonellae densities will be less than  1.0
MPN/g. Thus, at fecal coliform densities <1,000 MPN/g, sal-
monellae detections will be infrequent and, if detected, densi-
ties are expected to be below 1 MPN/g.

     The standard deviation for the fecal coliform measurement
for Class A sludges will probably  be the  same or somewhat
higher than for Class B sludges. Thus, the number of samples
taken should be the same or, in rare cases, more  than for Class
B sludges. It is suggested, then, that the sampling event extend
for 2 weeks or more and that at least seven samples be collected
and analyzed.

     What action to take to reduce average density in case the
fecal coliform requirement is not met depends on the process.
For aerated deep-pile composting, thicker insulating layers on
the pile, a longer  period of temperature above 55°C (131°F),
                                                           35

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 improved efforts at eliminating cross-contamination between
 feed and treated sludge, and longer maturing times are sug-
 gested.
 Class A: Monitoring for Salmonellae Densities
     Part 503 allows Salmonella sp. to be monitored instead of
 fecal coliforms (see Section 4.3). The density of the Salmonella
 sp. must be below detection limits of 3 MPN/4 g of total sewage
 sludge solids (dry weight basis). The Salmonella sp. determi-
 nation is superficially similar to the fecal coliform test, but it
 is much more expensive and requires a high experience level.
 In all likelihood, the salmonellae tests would have to be carried
 out by a contract laboratory.

     Yanko (1987) found that the standard deviations of the
 MPN procedures,  as determined from results on duplicates,
 were nearly identical for both the fecal coliform and salmonel-
 lae methods. In light of this information, one may conclude that
 if the seven measurements are appropriate to determine a mean
 fecal coliform  density, the same number should be used for
 determining a mean density for salmonellae.

     The determination of a mean density for salmonellae is
 complicated by the fact that most of the measurements will
 show densities  below detection limits (3 MPN/4 g), and some
 way must be used to include these measurements into the av-
 erage. The calculation of averages for "censored" data (a sub-
 stantial portion of the data is below detection limits) is  of
 considerable interest in analytical chemistry, and numerous ap-
 proaches to constructing a proper average have been suggested
 (Newman and Dixon, 1990; Helsel, 1990). These methods are
 useful when a third or less of the measurements are nondetect-
 able, but with treated sludge, most of the measurements will be
 nondetectable. Rather than over-interpret scarce data, it is sug-
 gested that an  arithmetic mean be determined for the data
 points,  considering  the nondetectable  measurements  as 0
 MPN/4 g. The  arithmetic mean is chosen rather than the geo-
 metric mean because it relates better to the true number  of
 salmonellae in  a given mass  of treated sludge than does the
 geometric mean. If the arithmetic mean density is greater than
 3 MPN/4 g, the process does not reduce pathogens to the speci-
 fied densities.
Class A: Monitoring for and Demonstration of Enteric
Virus and Viable Helminth Ova Reduction
    The accuracy of monitoring results demonstrating the ab-
sence of enteric viruses and helminth ova is influenced by the
variability in the influent to the treatment works and the inher-
ent error in the experimental method. Information on method
error for both enteric viruses and helminth ova is available only
on  standard deviations  calculated from duplicate  samples.
Goya! et al. (1984) report that, in their comparison of methods
for determining enteroviruses, the log standard deviation for the
virus determination in sewage sludge was 0.26 (47 degrees of
freedom). A review of the work of Reimers et al. (1989) indi-
cates that, in the range of 5 to 100 viable Ascaris ova per 10
grams sewage sludge solids, standard deviation was about half
the number of viable ova.  This is equivalent to a log density of
 0.3, which is about the same as for fecal coliform. Thus, there
 is no unusually high variability in the basic test methods that
 would require an increased number of samples to minimize this
 effect.

     Deciding how many samples to take for enteric viruses and
 viable helminth ova is more difficult  than for fecal coliform
 and salmonella, because enteric viruses and viable helminth ova
 often are not present in untreated sludge. For this reason, the
 interpretation of the density determinations for these organisms
 hi treated sludge depends on the quality of the feed sludge. If
 no enteric viruses or viable helminth  ova are detected in the
 feed sludge, then the absence of these organisms in correspond-
 ing samples of treated sludge does not indicate in  any  way
 whether the process is or is not capable of reducing these or-
 ganisms to below detectable limits. The ability of a process to
 reduce these organisms to below detectable limits is indicated
 when analysis shows that these organisms were present in the
 feed sludge and were not present in corresponding samples of
 treated sludge. One important questions is: What fraction of the
 total pairs of corresponding samples must show positive in the
 feed sludge and negative in the treated sludge to provide con-
 vincing evidence that the process consistently reduces enteric
 viruses and viable helminth ova to below detectable levels?
 This is a difficult question to answer.
    Because viable helminth ova are relatively stable microor-
 ganisms, compositing is suggested as a way to obtain meaning-
 ful representative samples and analytical results. If precautions
 are taken, such as cooling the sample promptly to close to 0°C
 (32°F) and destroying or neutralizing any added chemicals such
 as strong bases that were added as part of the pathogen-reduc-
 ing process, composites can be collected over a 2-week period.
 Corresponding composites of feed  and treated sludge can be
 compared, with a much lower likelihood of not finding viable
 helminth ova in the feed sewage sludge. Because the analytical
 method itself has a high variance (see above), approximately
 four duplicates of the composite should be tested.
    For enteric viruses, the same approach may be used as
suggested above for viable helminth ova. Precautions are taken
to cool the sample and destroy or neutralize any chemicals
added in the pathogen-reducing process. Samples are collected
on separate days and are promptly frozen at 0°F (-18°C), or
-94°F (-70°C) if storage will be for more than 2 weeks. When
the samples are to be analyzed, the individual samples are
thawed and composited, and viral densities determined.
    The density of both viable helminth ova and enteric viruses
in processed sludge must be computed from the results of sev-
eral measurements. Most of these measurements are expected
to show below detectable densities. The averaging procedure
suggested above for salmonellae should be followed. The arith-
metic mean is determined considering the nondetectable meas-
urements as zero per 4 grams. If the arithmetic mean is above
1 CPU (for viruses) or 1 viable helminth ovum (for helminths)
per 4 grams, the process does not meet the Part 503 operational
standard.
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Vector Attraction Reduction Tests

Reduction in Volatile Solids
    One way to demonstrate reduction in volatile solids re-
quires measurement of volatile solids of the sewage sludge
before and after sludge treatment. The sampling point for the
"after treatment" measurement can be immediately leaving the
processing unit or at the point of use or disposal, provided there
has been no significant dilution downstream with inert solids.

    Farrell and Bhide (1993) have determined the standard
deviation of the percent volatile solids (%VS) determination for
separate  samples withdrawn from pilot-scale digesters to be
0.65% (total solids content ranged from 2% to 5%). Conven-
tional statistical procedures (see Davies and Goldsmith, 1972)
were used to calculate the standard error of the percent volatile
solids reduction (%VSR),  which is calculated from the %VS
of the untreated and treated sludge. The standard error of the
%VSR when calculated by the Van Kleeck equation (see Ap-
pendix D) is 2.0% in the range of interest (38% VSR). The 95%
confidence limits of the %VSR are ±4%, which is excessive.
If the %VSR is the average of seven determinations, the con-
fidence interval is reduced to  ±1.5%, which is a more  accept-
able value.

    The most difficult problem with the %VSR determination,
as discussed above in Section  7.4, is getting correspondence of
the influent sludge with the effluent sludge. If there has been a
significant change in an inlet concentration or flow rate, achiev-
ing correspondence can require several months of monitoring
inlet and outlet volatile solids concentrations. If conditions have
been steady and feed compositions have been fluctuating about
an average value for a long period, data taken over a 2-week
period would be adequate to establish steady state perform-
ance.1 This implies that data  have been collected beforehand
that demonstrate that sewage sludge composition has been  sta-
ble for a long period before  the  2-week sampling period. It
appears that regular collection of data for some months before
the sampling period is unavoidable to demonstrate stable per-
formance before the testing period. Fortunately, the total  and
volatile solids determinations  are not costly, and they provide
valuable operating information as  well.

    Total and volatile solids content of a sample do not change
significantly over the course of a day, particularly if the sludge
is cooled. Time composites collected over a course of a day can
be used for these determinations. Seven or more determinations
are recommended to reduce the error band around the mean to
minimize the chance that a process that actually has a greater
volatile solids reduction than 38% might show an average  that
is below this value.

Additional Digestion Tests
    The essential measurement in the additional digestion tests
for aerobic and anaerobic sludges  (see Sections 6.3 and 6.4) is
the percent volatile solids content (%VS) from which the per-
'Note that, unlike the plug flow case, there should be no displacement in time between
comparisons of input and output for fully mixed reactors. Only when there has been a sig-
nificant change is it necessary to wait a long time before the comparisons can be made.
cent volatile solids reduction is calculated (%VSR). Using the
standard deviation of 0.65% determined by Farrell and Bhide
(see above), the standard error of the %VSR when calculated
by the Van Kleeck equation (see Appendix D) is 2.5% in the
range of interest (15% VSR). The 95% confidence limits of the
%VSR are ±5%. The tests (see Appendix D) require substantial
internal replication which shrinks these confidence limits. Sam-
ples should also be taken to account for the variability in the
process. The 2-week sampling period suggested for the micro-
biological tests may be excessively restrictive if several sam-
ples are to be evaluated. The equipment needed for the test is
not expensive but the units  take up substantial bench space. It
is unlikely that a treatment works will want to have more than
two sets of test equipment.  Since the tests take 30 to 40 days,
it is not possible to run more than one set of tests (two in a set)
within a monitoring event.  It is suggested that these tests be
routinely carried out during the year and the results be consid-
ered applicable to the monitoring period. It is  estimated on a
best judgment basis that five tests are needed to account for
variability in the feed sludge and hi the treatment process itself.

Specific Oxygen Uptake Rate Test
    The specific oxygen uptake rate test (SOUR, see Appendix
D) can be completed in the laboratory in a few minutes, so there
is no difficulty in completing the test during a monitoring event.
The test requkes the SOUR determination to be made on two
subsamples of a given sample. Farrell and Bhide (1993) found
that, in the target SOUR value of 1.5 mg O2/hr/g, sludge solids
replicates  agreed within about ±0.1 mg O2/hr/g. Since the test
is easy to run, it is suggested that seven tests within the 2-week
sampling event will adequately define the SOUR. Arithmetic
average of the tests should be computed and compared against
the Part 503 SOUR value.

Raise pH to 12
    There are two options in the regulation that reduce vector
attraction by pH adjustment. In the first, sludge is raised in pH
by  alkali addition so that pH is >12 for 2 hours after alkali
addition and, without further alkali addition,  remains at pH
>11.5 for an additional 22 hours (see Section 6.7). The second
method is for domestic septage. The pH is raised to pH >12 by
alkali addition and, without further addition of alkali, remains
at >12 for 30 minutes (see  Section 6.13). As noted in Section
5.6, the term alkali  is used in the broad sense to  mean any
substance that increases  pH.

    The pH requirement in the regulation was established using
data obtained at  room  temperature (Counts  and Shuckrow,
1975; Ronner and Cliver, 1987), which is presumed to  have
been 25°C (77°F).  Consequently, pH should be measured at
25°C (77°F) or measured at the existing temperature and con-
verted to 25°C (77°F) by use of a temperature-versus-pH con-
version table determined experimentally for  a treated  sludge
that meets the pH requirements. The correction is not trivial for
alkaline solutions—it is  about -0.03 pH unit/°C (-0.017 pH
unit/°F) for aqueous calcium hydroxide with  a pH of about
12—and should not be ignored. Note that temperature-compen-
sated pH meters only adjust instrument parameters and do not
compensate for the  effect  of temperature on  the pH  of the
solution.
                                                          37

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    Septage. Each container of domestic septage being treated
with alkali addition must be monitored. The pH is monitored
just after alkali addition and a half hour or more after alkali
addition. Bonner and Cliver (1987) suggest that alkali (they
used slaked lime) be added to the septic tank or to the septic
tank truck while domestic septage is  being pumped from a
septic tank into the tank truck. If slaked lime is used, a dose of
0.35 Ib per 10 gallons (4.2 g per liter) is sufficient to raise the
pH to  12 for a typical domestic septage of about 1%  solids
content The agitation from the high velocity incoming stream
of septage distributes the lime and mixes it with the domestic
septage. The pH is measured when the truck loading is com-
plete. The truck then moves to the use or disposal site. Agitation
generated by the motion of the truck helps in mixing and dis-
tributing the lime. The pH is  again measured at the use or
disposal site. The time should be at least a half hour after the
addition of lime. The sample may be obtained through the top
entry of the tank truck, using, for example, a stainless steel cup
welded to a long handle to collect the sample. The pH is most
conveniently measured with alkaline pH paper in the pH range
of 11 to 13. The pH paper can age and become contaminated.
It is best to use strips from two separate containers. If they do
not agree, compare with a third batch  and reject the one that
disagrees with the others, Accuracy of these measurements is
within ±0.1 pH unit. If the pH is below 12, either initially or
after 30 minutes, more lime should be added and mixed in.
After an additional waiting period of at least 30 minutes, the
pH must again be measured to ensure that it is greater than 12.

    Savage Sludges. For addition of alkali to sewage sludges,
the pH requirement is part of both the PSRP process description
(see Section 5.3) and the requirement of a vector  attraction
option (see Section 6.7). Monitoring is required from 1 to 12
times a year (see Table 3-4 in Chapter 3), and the process must
meet the processing operating conditions throughout the year.
For vector  attraction reduction, the pH requkement  has to be
met at least during the required monitoring episodes. For patho-
gens, the assumption is that the pH requirement is met all the
time.

    Alkali is sometimes added to liquid sludge and sometimes
to dewatered sludge.  The pH requirements as stated in the
regulation apply in the same way for both liquid and dewatered
sludge. For the first measurement of pH in liquid sludge 2 hours
after addition of alkali, it is assumed  that the alkali and the
sludge have been mixed together for a sufficient time to reach
equilibrium (not considering the gradual changes that occur
over substantial periods of time).  Consequently, the pH meas-
urement can be made directly in the liquid sludge. The pH
measurement is made preferably with a pH meter equipped with
a temperature compensation adjustment and a low-sodium glass
electrode for use  at pH values over 10. The pH electrode is
inserted directly in the sludge for the reading. The use of an
alkaline range pH paper is acceptable if the paper is calibrated
by use of pH standards. The second measurement is made 24
hours after  addition of alkali. If the sludge is still hi the liquid
state, the pH measurement is made in the same fashion. How-
ever, if the process includes a dewatering step immediately
following the alkali addition and the sludge is now a dewatered
cake, the cake must be made into a slurry for the pH measure-
ment. Acceptable procedures  for preparing the sample  and
measuring pH are given by Block (1965) and by EPA (1986).
The procedure requires adding 20 mL of distilled water (con-
taining 0.01 M CaCl2) to 10 g of sludge cake, mixing occasion-
ally for half an hour, waiting  for the sample  to clarify if
necessary, and then measuring pH.  The important step is the
mixing step that allows the alkali-treated dewatered sludge to
come into equilibrium with the added water.

    Number of Samples. The accuracy of pH meters and of pH
paper is within ±0.1 pH unit. More than one sample is necessary
if the domestic septage or sludge is not well mixed. If the lime
has been added gradually over the period in which septage is
being pumped into a tank truck, mixing is considered adequate
and a single measurement taken at the top of the tank truck is
sufficient. If alkali has been added to liquid sludge in a tank at
a treatment plant, tests are easily run to establish how much
mixing is required to produce a uniform pH in the sludge. If
this adequate mixing time is used, a single sample withdrawn
from the tank for pH measurement is sufficient.

    If alkali is added to sludge cake, more sampling is  sug-
gested. Typically, alkali (usually lime) is added to sludge  cake
in a continuous process. The sludge  from the dewatering proc-
ess discharges continuously to a continuous mixer, from which
it discharges to a pile or to a storage bin. Lime is  metered into
the mixer in proportion to the sludge flow rate. The flow rate
and compositions of the sewage sludge can vary with time. To
demonstrate compliance on a given day, several time-composite
samples each covering about 5 minutes should be collected, and
the pH measured. This procedure should be repeated several
times during the course of a 2-week sampling event.

    For sludge cake, the composites collected for pH measure-
ment  must be reduced in size for the pH measurement. Typi-
cally, the alkaline-treated sludge is discharged from the mixing
devices in the form of irregular balls that can be up to 2 to 3
inches (5 to 7.6 cm) in diameter. It is important that the sludge
to which the environment will be exposed has been treated to
reduce pathogens and vector attraction to the desired  level. If
the alkali has not penetrated the entire pellet, one or both of
these  goals might not be met for the material on the interior of
the pellet  How much risk is involved when the interior is not
as well treated as the exterior cannot be directly  measured or
accurately estimated.  To  be  conservative,  the  entire pellet
should be at the proper pH. It is suggested that the composite
be thoroughly mixed and that a subsample be taken for analysis
from  the mixed composite. An even more conservative ap-
proach is to sample only the interior of pellets, but then the test
tends  to become subjective (i.e., how close should one come to
the skin of the pellet when taking out the inside of  it?) and
somewhat unrealistic. It seems more likely that the environment
will be exposed to the average composition of the pellet rather
than the ulterior alone, so the average composition should be
analyzed.

Percent Solids Greater Than or Equal to 75% and 90%
    The monitoring requirement for these vector attraction op-
tions (see Sections 6.8 and 6.9) is simply measurement of total
solids. This measurement is  described in Standard Methods
(APHA [1992], Standard Method 2540 G). Standard Methods
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states that duplicates should agree within ±0.5% of their aver-
age. For 75% solids, this would be ±3.8%, which appears un-
realistically high. For a continuous process, a time-composite
sample can be taken over the course of a day, and duplicate
analyses carried out on this composite. This is possible because
biological activity essentially ceases at high solids content, and
further changes will not occur if the sludge is kept from further
drying. Approximately seven  such composites over the course
of a 2-week sampling period would provide adequate sampling.
    Some drying processes—such as drying sludge on sand
drying beds—are batch processes. In such cases, it may be
desirable to ascertain that the sludge meets the vector attraction
reduction requirements before removing the sludge from the
drying area. This can be done by taking two separate space-
composites from the dried sludge, analyzing each of them in
duplicate, and removing the sludge only if it meets the required
solids content.
                                                          39

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                                                   Chapter 8
                            Sampling Procedures and Analytical Methods
8.1 Introduction
    Many of the Part 503 Subpart D pathogen and vector at-
traction reduction requirements call for monitoring and analysis
of the sewage sludge to ensure that microbiological quality and
vector attraction reduction meet specified requirements (see
Chapters 4 to 6 for a description of the requirements). This
chapter describes procedures that should be followed in obtain-
ing samples and insuring their quality and integrity. It also
summarizes the analytical procedures required under Part 503,
and directs the reader to other  sections of this document that
describe some of those procedures.

    Sampling personnel will also  benefit from reading ex-
panded presentations  on the subject. Especially recommended
are "Standard Methods" (APHA, 1992), "Principles of Envi-
ronmental Sampling" (Keith, 1988), "Samplers and Sampling
Procedures for Hazardous  Waste  Streams"  (EPA,  1980),
"Sludge Sampling and Analysis Guidance Document" (EPA,
1993), and ASTM Standard E 300-86, "Standard Practice for
Sampling  Industrial Chemicals" (ASTM,  1992a).  The latter
publication provides an in-depth description of available sam-
pling devices and procedures.

    When referring to other publications, it is important to note
that most guidance on specific sampling techniques is directed
toward chemical analysis. Procedures described may be inap-
propriate for microbiological sampling because they expose the
samples to possible contamination, or may be appropriate only
after some modification to reduce the risk of microbial con-
tamination during sampling.


8.2 Safety Precautions
    Sewage sludges  that are being sampled should be pre-
sumed to contain pathogenic organisms, and should be handled
appropriately. Both the sampler and the person carrying out the
microbiological analysis must  take appropriate precautions.
Safety precautions that should be taken when sampling and
when analyzing the samples are discussed in Standard Methods
(APHA, 1992) in Sections 1060A and 1090C.

    Individuals performing  sampling  (usually employees of
wastewater treatment  works) should receive training in the mi-
crobiological  hazards of wastewater and sludge and in safety
precautions to take when sampling. For example, gloves should
be worn when handling or sampling untreated or treated sewage
sludges. The person taking the samples should clean the sample
containers, gloves, and his or her hands before delivering the
samples to others. Hands should be washed frequently. Photo-
cell-activated or foot-activated hand washing stations are desir-
able  to  reduced  spreading of  contamination to  others.
Employees should train themselves to avoid touching their lips
or eyes.  At  a minimum, employees  should  be immunized
against tetanus.

    Personnel analyzing sludge samples should also  receive
training in awareness and safety concerning biohazards. Since
microbiological laboratories have safety programs, this subject
is not covered in depth here. Laboratory personnel should be
aware that every  sample container is probably contaminated on
the outside with microorganisms, some of which may be patho-
gens. Personal hygiene and laboratory cleanliness are extremely
important. Mouth-pipetting should be forbidden.


8.3 Sampling Free-Flowing Sewage Sludges
    Sewage sludges below about 7% solids behave, at worst,
like moderately viscous liquids such as an SAE 20 lubricating
oil. They flow freely under small pressure gradients, and will
flow readily into a sample bottle. They  are heterogeneous, and
concentration gradients develop upon standing. Generally set-
tling is slow and is overcome by good mixing.

    Liquid sludges may be flowing  in pipes, undergoing proc-
essing, or stored in concrete or metal tanks, in tank cars or tank
trucks, or in lagoons. This  section describes  procedures for
sampling from these various situations, except for lagoons,
which are discussed in Section 8.4.
Filling Containers
    Liquid sludge samples are usually transferred into wide-
mouth bottles or flexible plastic containers. Sludges can gener-
ate gases  and pressure may  build  up  in  the container.
Consequently, the bottle or container is generally not filled. If
the sludge is to be used for the oxygen uptake test, the sample
bottle should not be more than half full, to provide some oxygen
for respiration of the sludge.

    On the other hand, if the sludge is to be used  for the
additional anaerobic digestion test for vector attraction reduc-
tion, it is important that it not be exposed to oxygen more than
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momentarily. Consequently, the bottles must be filled. They
should be provided with a closure that can pop off, or else be
collected in a flexible plastic container than can both stretch
and assume a spherical shape to relieve any internal pressure
that develops.

    The containers used to collect the samples can be wide-
mouth bottles that can be capped, or pails. If a pail is used and
only part of its contents will be taken as a sample, the sample
should be transferred to a bottle at the sampling location. Pref-
erably, the transfer should be made by use of a ladle rather than
by pouring, since some settling can occur in the pail, particu-
larly with primary or mixed sludges of solids  contents below
about 3%.
Sampling Flowing Streams
    If liquid sewage sludges are to be sampled, it is most
desirable to sample them as they are being transferred from one
vessel to another. Preferably this is done downstream of a pump
that serves to mix the sludge thoroughly. Ideally, the sample is
taken though a probe facing upstream in the center of the dis-
charge pipe and is withdrawn at the velocity of the liquid at the
center-line of the pipe. This approach generally is  not possible
with sludge, because fibrous deposits probably would build up
on the probe and plug up the pipeline. Sampling through a side
tap off the main discharge pipe is adequate only if the flow is
turbulent and the sample point is over ten pipe diameters down-
stream from the pipe inlet (e.g., for a 3-inch [7.6-cm] pipe, 30
inches [76 cm]  downstream) or the tap  is downstream from a
pump. For any  kind of a slurry, the fluid at the wall contains
fewer particles than the bulk of the fluid in the pipe. The sample
should be withdrawn fast enough so  that it minimizes the
amount of thinned-out fluid from the outside pipe wall that
enters the sample.

    If the sludge discharges into the open as it is transferred
from one vessel to another, it can be sampled by passing a
sample container through the discharge  stream. The container
should be large enough to catch  the whole stream during the
sampling interval, rather than, for example, just sampling the
center or the edge of the discharge. The sample container could
be a pail or a beaker at the end of an extension arm.

    Sample volume should be about three times what is needed
for the analyses planned. Samples should be time-composited.
For example, if a digester is being sampled during a withdrawal
that takes about 15 minutes, a sample can be taken during the
first,  second, and  third 5-minute period.  The  three separate
samples should be brought back to the laboratory  and compo-
sited into a single sample. The maximum allowable time for a
composite for either bacteria, viral, or vector attraction reduc-
tion test samples is about 1 hour; a greater time might allow
microbiological changes  to occur in the  first  sample taken.
Composite sampling over 24 hours is possible for  viable
helminth ova provided  the ova in the sample are not exposed
to chemical or thermal stress—for example, temperatures above
40°C (104°F) or certain chemicals such as ammonia, hydrox-
ides, and oxidants.
Sampling Sewage Sludge in Tanks
    The purpose of the sampling is to determine a mass-aver-
age property of the sludge, rather than, for example, to find out
if there is a gradient hi the property at various points in the
tank. This requires that the tank be well-mixed, otherwise many
subsamples must be taken throughout the tank and composited.
If tanks are large, even well-mixed tanks containing sludge
show gradients in composition.  An enclosed tank such as an
anaerobic digester must be sampled through pipelines entering
the vessel. A minimum of three taps on a side wall of the tank
is recommended. The sample tap pipe should project several
feet into the tank. Preferably the sample line should be back-
flushed with water after the sample is withdrawn. When a sam-
ple is withdrawn, enough  material must be withdrawn to
thoroughly flush the line before a sample is collected. The
sampling should be done  when the tank is being agitated. An
open tank such as an aerobic digester can be sampled by draw-
ing a vacuum on a vacuum-filtering flask connected by a tube
to the desired level in the tank. A weighted sampling bottle may
also used to sample the liquid at three depths (see ASTM E300-
86, Par. 21, in ASTM [1992a]).
8.4 Sampling Thick Sewage Sludges
    If sewage sludges are above about 7% solids, they take on
"plastic" flow properties; that is, they require a  finite shear
stress to cause flow. This effect increases as the solids content
increases. Solids may thicken hi lagoons to 15% solids. At these
concentrations, they will not flow easily and require a substan-
tial hydrostatic head before they will flow into a sample bottle.

    Sampling of lagoons ranges from difficult to very difficult,
depending on the objectives of the sampling and the nature of
the sludge in the lagoon. The thickened sludge solids are gen-
erally nonuniformly distributed in all three  dimensions. It is
deskable first to map the distribution of depth with length and
width to determine where the sampling should be concentrated.
A length-width grid should be established that takes into ac-
count the nonuniformity of the solids deposit. ASTM E300-86,
Figure 19 (ASTM, 1992a), shows a grid for sampling a uniform
deposit in a railroad car.

    The layer of water over the sludge complicates the use of
many types  of tube  samplers because the overlying  water
should not be included in the sample. A thief sampler (ASTM,
1992a)  that samples  only the sludge layer may be useful.
Weighted bottle samplers (ASTM, 1992a) that can be opened
up at a desired depth can be used to collect samples at a desired
depth. Samples at three depths could be taken and composited.
Most likely the sludge will be as much as twice as high in solids
content at the bottom of the sludge layer as at the top. Compo-
siting of equal volumes of samples from top, middle, and bot-
tom produces an excellent mass-average sample and adjusts for
this difference in solids content. Generally there is no point in
determining the gradient with  depth in a parameter, because
there  is no  practical  way of separately removing  layers of
sludge from a lagoon. Determining whether there are gradients
with length and width makes  more sense because, if desired,
sludge could be removed  selectively from part of a lagoon,
leaving behind the unacceptable material.
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    Sludges  from dewatering equipment  such as belt filter
presses and centrifuges can reach 35% solids and even higher
solids following some conditioning methods. They are easy to
sample if they are on moving conveyors, but if they are stored
in piles, the  sampling problem becomes very difficult. Sam-
pling devices such as augers (a deeply threaded screw) are used
on high solids cakes (ASTM, 1992a). The auger is "turned into
the pile and then pulled straight out. The  sample is removed
from the auger with a spatula or other suitable device." The
pile should be sampled in proportion to its mass—that is, more
samples are taken where the pile is deeper.
8.5 Sampling Dry Sewage Sludges
    For purposes of this discussion, "dry" sewage sludges in-
clude sludges that may contain as much as 60% water. They
include heat-dried sludges, composted sludges,  and sludges
from dewatering processes such as pressure filtration that pro-
duce a cake which is usually handled by breaking it up into
pieces. Some centrifuge cakes  are dry enough that they are
comprised of small pieces that remain discrete when piled.

    Dry sludges are best sampled when they are being trans-
ferred, usually  on conveyors. Preferably material across the
entire width of the conveyor is collected for a short period of
time. Several of these across-width samples are collected and
combined into a time-composite sample. If the entire width of
the conveyor cannot be sampled, the sample is  collected from
various points across the breadth of the conveyor,  and a space-
and time-composited sample is collected.

    When a material comprised of discrete particles is formed
into a pile, classification occurs. If the particles are homogene-
ous, this creates no problem, but sometimes the particles are of
different composition. For example, a composted sludge may
be heterogeneous even when oversize bulking agents have been
removed.  It is important that the edges of such piles and the
center  be properly  weighted.  ASTM E300-86, Item  31.4
(ASTM, 1992a) suggests a sampling grid for a pile that pre-
vents bias.

    The  heterogeneous nature  of some  composted sludges
causes another problem in sampling. For example, most augers
and sampling thiefs will be ineffective in getting  a repre-
sentative sample of the interior of a pile containing large wood
chips and fine composted sludge.  There may be no substitute
for digging with a shovel to get to the desired location.

    Even  processed sewage sludge is not inert; in the presence
of air it oxidizes slowly. Temperatures  can rise to substantial
levels. For example, a storage pile of compost or dried sludge
may be at room temperature on the outside but could be at 60°C
(140°F) at a depth of 2 feet (0.6 m) within the pile. The micro-
biological content of samples from the surface and from the
ulterior of the pile may be considerably different.  When there
is a large temperature gradient in a storage pile,  it  is important
to include an analysis of the sludge from the cooler section of
the pile where the chance of regrowth of bacterial populations
is greatest. In any case, samples from a large pile should be
taken at various depths and along its length.
 8.6 Control of Temperature, pH, and Oxygenation
     After Sample Collection

 Samples for Microbial Tests
     All  samples  for microbial  analyses should be cooled to
 water-ice temperatures when collected or very soon thereafter.
 For example, enteric viral and bacterial densities are noticeably
 reduced  by even  1 hour of exposure to temperatures  of 35°C
 (95°F) or greater. The requirement for cooling limits the prac-
 tical size of the sample collection container. A gallon sample
 bottle will take much longer to cool than a quart bottle. Use of
 bottles no bigger than  a quart is recommended for most sam-
 ples, particularly if the sludge being sampled is from a process
 operated at above ambient temperature. Granular solids and
 thick sludges will take a long time to cool, so a small container
 is advised. For rapid cooling, placing the sample container in
 a slurry of water and ice produces excellent results. Bagged ice
 or "blue ice" is effective in maintaining low temperatures but
 several hours can elapse before this kind of cooling reduces
 sample temperature to below 10°C  (50°F)  (Kent and Payne,
 1988). The same is true if warm samples are placed in  a refrig-
 erator.

     Standard Methods (APHA, 1992) states that for bacterial
 species, which include fecal colifbrm and salmonellae, if sam-
 ples are  not to be tested within 1 hour after collection,  they
 should be  cooled to below 10°C (50°F) during  a maximum
 transport time of 6 hours. The authors then admit that this  tune
 can be unrealistic, particularly if material must be mailed or
 air-expressed to a testing laboratory. They then say that the time
 between  collection and analysis should not exceed 24 hours. If
 samples  are brought to 4°C (39.2°F) by prompt chilling, 24
 hours between sampling and analysis should not adversely af-
 fect the results.  Samples for bacteriological analyses should not
 be frozen.

    The  requirement for prompt chilling of samples is appro-
 priate for viruses as well as bacteria. There are far fewer labo-
 ratories capable of carrying out virus tests than bacteria, so time
 between  analysis and  sampling could  routinely exceed 24
 hours. Fortunately, viruses are not harmed by freezing. Typi-
 cally, virology laboratories store samples at -70°C (-94°F) be-
 fore analysis. Deep freezers are not ordinarily available  in a
 wastewater treatment works, but samples can be frozen  in a
 -18°C (0°F) freezer and stored for up to 2 weeks without harm.
 They then can be packed in dry ice and shipped to the analyzing
 laboratory.

    Viable helminth ova are only slightly affected by tempera-
 tures  below 35°C (95°F), provided  chemicals such as lime,
 chlorine, or ammonia have not been utilized in the treatment
 process. Nevertheless, chilling to 4°C (39.2°F) is advised. If
 the samples are held at this temperature, a period of a month
 can elapse between sampling and analysis. Freezing should be
 avoided because the effect of freezing on helminth ova is in-
 completely  understood.

    If the sludge is treated by a chemical such as lime, the lime
may have to be removed (in this  case by neutralization) imme-
diately after sampling if the microbial  tests are  to be valid.
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Failure to remove the lime extends the treatment time, and the
high pH may interfere with the microbial test.

    The presence or absence of oxygen is not a serious concern
for the microbiological tests if the samples are promptly cooled.
Vector Attraction Reduction Tests
    For the vector attraction reduction tests that measure oxy-
gen uptake, or additional anaerobic or aerobic digestion  (see
Appendix D), the samples must be kept at the temperature at
which they were collected. This sometimes can be done just by
collecting a large sample in a large  container. Covering the
sample with an insulating blanket or placing it in an insulated
box will be adequate protection against temperature change in
most cases. Desired temperature can be maintained in the box
by adding a "hot water bottle" or a bag  of blue ice.

    For any of the vector attraction reduction tests, no adjust-
ment of pH is to be made. For those vector attraction processes
that utilize lime, the only requirement is to measure  pH after
the time periods indicated in  the vector attraction reduction
option (see Section 6.7).

    Lack of oxygen for aerobic sludges will interfere with the
metabolic rate of the  aerobic microorganisms hi the sample.
Similarly, presence of oxygen will seriously affect or even kill
the anaerobic organisms that convert organic matter to gases in
anaerobic digestion. For the oxygen uptake rate test, care must
be exercised not to deprive the sample of air for more than an
hour. The additional aerobic digestion test is more "forgiving"
(because it is a long-term test and shocked bacteria can revive),
so perhaps 4 hours of shortage of oxygen can be tolerated. For
the additional anaerobic digestion test,  the sample containers
should be filled to exclude air. In any  subsequent operations
where there is a freeboard in the sample or testing vessel, that
space should be filled with an inert gas  such as nitrogen.


8.7 Sample Compositing and Size Reduction
    The amount of sample collected will exceed the amount
needed foe analysis by a large margin.  The sample generally
must be reduced to a manageable size  for the analyst to handle.
Sample size reduction is more difficult for samples for micro-
bial tests than for vector attraction reduction tests, because care
must be exercised to rninimize opportunity for microbial con-
tamination.
drawn into the pipette slowly and the tip moved through the
sample to minimize selective collection of liquid  over solid
particles.

    Sample size reduction for thick sludges is difficult, because
they cannot be mixed by shaking. Stirring with a mechanical
mixer or a paddle is often inadequate (recall how long it takes
to mix a can of paint). A satisfactory approach is to hand mix
a composite of any subsamples, and then take a large number
of small grabs from the large sample to form the smaller sample
for the analyst.

    Dry solids samples can generally be mixed adequately by
shaking, but the individual particles are frequently large and
must be reduced hi size to get a representative sample. If the
particles are large and a number of subsamples must be com-
bined into a large composite, it may be necessary to reduce the
particle size before they are composited. This can be done in a
sterile covered chopper, blender, or grinder. The individual sub-
samples are then combined and mixed by shaking, rotating, and
tumbling. A smaller composite is then prepared by combining
a number of grabs from all parts of the combined sample. Some
other methods used to reduce size,  such as "coning and quar-
tering" (ASTM, 1992a) cannot be  used  for microbiological
samples because it is difficult to avoid contaminating the sam-
ple when using these procedures.
Vector Attraction Reduction Tests
    The lack of a need to prevent microbial contamination
makes compositing and size reduction easier for vector attrac-
tion reduction tests than for microbial tests. There is a need to
keep the aerobic samples aerobic and to prevent the anaerobic
samples from coming into contact with air. Subsamples for the
anaerobic tests can be  collected into  individual bottles at the
sampling location. As noted above, these sample bottles should
be filled completely  and capped. A brief exposure to air will
not cause a problem, but any prolonged exposure, such as might
occur when several subsamples are being blended together and
reduced hi size for a representative composite sample, must be
avoided. One approach is to  flush a sterile large bottle with
nitrogen, then pour in the subsamples and blend them together
with nitrogen still  bleeding into the vessel. Alternatively, the
nitrogen-filled vessel could be flushed with more nitrogen after
the admission of the subsamples, capped, and then shaken thor-
oughly to accomplish the blending.
Microbial Tests
    For  freely flowing liquids, samples can be adequately
mixed in the sample bottles by shaking the bottles. There must
be room in the bottle for adequate mixing. Compositing of
smaller samples is accomplished by pouring them into a larger
bottle with  adequate freeboard  and mixing it by shaking or
stirring it thoroughly with a sterile paddle. Pouring off a small
part of the contents of a large container into a smaller bottle is
a poor procedure, because the top layer of any slurry always
contains fewer solids than lower layers. Sampling with a pipette
with a wide bore is an acceptable alternative, provided the bore
of the pipette is as wide as possible. The sample should be
8.8 Requirements for Sample Containers and
    Sampling Tools


Materials of Construction
    Sampling containers may be of glass or plastic that does
not contain a plasticizer (teflon, polypropylene, and polyethyl-
ene are acceptable). Plastic bags are especially useful for thick
sludges and free-flowing solids. Pre-sterilized bags are avail-
able. Stainless steel containers are acceptable, but steel or zinc-
coated steel vessels are not appropriate.
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Sterilization
    The containers and tools used for sampling should be ster-
ilized if the material is to meet the Class A microbiological
requirements. Conservative microbiological practice also re-
quires sterilization of containers and sampling tools to be used
for collecting samples  to be tested for meeting the Class B
requirements. All equipment should be  scrupulously clean.
Sterilization is not required when collecting samples of sewage
sludge to be used in vector attraction reduction tests, but all
equipment must be clean.

    Sterilization of the larger tools for sample collection can
frequently be accomplished in large  laboratory sterilizers. A
shovel can be sterilized by enclosing the blade in a kraft paper
bag, sealing the bag around the handle, and placing the  entire
shovel in the sterilizer.  The handle gets contaminated when it
is touched, but  the bag around the blade is not removed until
the shovel is used to take the sample, leaving it sterile. In other
cases, a trowel could be sterilized and a clean but unsterile
shovel used to get close to the desired sampling spot. The sterile
trowel is used for the sample collection.

    For larger devices, it is possible  to clean the device very
carefully, direct a jet of atmospheric  pressure steam over the
surface  that would contact the sample for a few minutes, and
then enclose the device in  a sterile bag. In some cases, the
device need not be covered but can simply be closed up until
it is used to collect the sample. A tube or thief sampler  could
be sterilized by running atmospheric pressure steam through it
for 10 minutes.  This procedure does not give assurance of total
sterilization, but may be the only possible option.
8.9 Packaging and Shipment
    Proper packaging and  shipment are important to ensure
preservation.
Taping and Sealing
    Sample containers should be securely taped to avoid con-
tamination, and sealed (e.g., with gummed paper) so it is im-
possible  to  open the container without breaking the  seal.
Sealing ensures that sample integrity is preserved until the sam-
ple is opened in the laboratory. It is recommended that perma-
nent labels be affixed to the samples. Suggested information
for a sample label includes:

•  Type of sewage sludge (e.g., "air-dried digested sludge" or
   "windrow composted sludge").

•  Amount sampled.

•  Type of sample (grab or composite).

•  Type of analysis to be performed (e.g., Salmonella sp., fecal
   coliform bacteria, enteric virus, or viable helminth ova).

•  Date and time the sample was taken.
•  Sample identification code (if used) or a brief description of
   the sampling point and treatment process if no sample code
   system is used.

•  Sample number (if more than one sample was collected at
   the same point on the same day).

•  Facility name and address.

•  Facility contact person.

•  Name of the person collecting the sample.

    Other information, such as sewage sludge pile temperature
at representative depth (e.g., if above ambient temperature),
may also be helpful (Yanko, 1987).


Shipment Container
    A soundly constructed and insulated shipment box is es-
sential to provide the proper environment for the preserving
sample at the required temperature. It is recommended that the
outside label of the shipment container include:

•  The complete  address of the receiving lab (including the
   name of a responsible person).

•  A  number  clearly indicating how many samples are in-
   cluded.

•  The words "Fragile" and "This End Up."

    To  maintain  a low temperature in the shipment box,  a
blue-ice type of coolant in a sealed bag should be included in
the box. If the blue ice has been stored in a 0°F (-18°C) freezer
(e.g.,  a typical household freezer), the coolant should be "tem-
pered" to warm it up to the melting point of ice (0°C [32°F])
before it is placed around the sample.


Adherence to Holding and Shipment Times
    Adherence to sample preservation and holding time limits
described in Section 8.6 is critical. Samples that are not proc-
essed within the specified time and under the proper conditions
can yield erroneous results, especially with the less stable mi-
croorganisms (i.e., bacteria).


8.10 Documentation

Sampling Plan
    It is recommended that all sampling procedures be  docu-
mented in a sampling plan that identifies the sampling points,
volumes to be drawn, days and times of collection, required
equipment, instructions for labelling samples and ensuring
chain of custody,  and a list of contact persons and telephone
numbers in case unexpected difficulties arise during sampling.
If a formal sampling plan is not available, a field log that
includes instructions and a sample collection form may be used
(EPA, 1980).
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Sampling Log
    It is suggested that all information pertinent to a sampling
be recorded in a bound log book, preferably with consecutively
numbered pages. Suggested entries in the log book include, at
a minimum:

•  Purpose of sampling.

•  Location of sampling.

•  Grab or composite sample.

»  Name and address of the field contact.

•  Type of sewage sludge.

•  Number and volume of the sample taken.

•  Description of sampling point

•  Date and time of collection.

    A good rule of thumb is to record sufficient information
so that  the sampling situation can be reconstructed without
reliance on the collector's memory.


Chain of Custody
    To  establish the documentation necessary to trace sample
possession from the time of collection, it is recommended that
a chain-of-custody record be filled  out and accompany every
sample. This record is particularly important if the sample is to
be introduced  as evidence in litigation. Suggested information
for the chain-of-custody record includes, at a minimum:

•  Collector's  name.

•  Signature of collector.

•  Date and time of collection.

•  Place and address of collection.

•  Signatures of the persons involved in the chain of posses-
   sion.
8.11 Analytical Methods
    Part 503.8(b) of the Part 503 regulation specifies methods
that must be used when analyzing for enteric viruses, fecal
coliform,  salmonellae, viable helminth ova,  specific oxygen
uptake rate, and total, fixed,  and volatile solids. Table 8-1 lists
the required methods. Complete references for these methods
can be found in Chapter 12. Appendix F presents sample prepa-
ration methods for fecal  coliform tests and  Salmonella sp.
analysis and discusses reporting of results. Appendix G pro-
vides the required analytical method for Salmonella sp. Appen-
dix H presents a detailed discussion of the required method for
analysis of enteroviruses from sewage sludge, and Appendix I
Table 8-1.  Analytical Methods Required Under Part 503
Enteric Viruses


Fecal Coliform

Salmonella sp. Bacteria



Viable Helminth Ova
Specific Oxygen
  Uptake Rate (SOUR)

Total, Fixed, and
  Volatile Solids

Percent Volatile Solids
  Reduction
American Society for Testing and
Materials Method D 4994-89 (ASTM,
1992b)1

Standard Methods Part 9221 E or Part
9222 D (APHA, 1992)2

Standard Methods Part 9260D (APHA,
1992)2 or
Kenner and Clark (1974) (see
Appendix G of this document)2

Yanko (1987) (see Appendix I of this
document)

Standard Methods Part 271 OB (APHA,
1992)

Standard Methods Part 2540G (APHA,
1992)

Appendix C of this document
1Appendix H of this document presents a detailed discussion of this
method.
2See Appendix F of this document for recommended sample preparation
procedures and a discussion of the reporting of results.
provides the required analytical method for viable helminth
ova.

    Part 503 also refers to this document for the method to be
used when calculating percent volatile solids reduction (see
Appendix C of this document). Appendix D provides guidance
on how to conduct the additional digestion tests to demonstrate
reduced vector attraction in anaerobically and aerobically di-
gested sewage sludge. Appendix D also provides guidance on
adjusting the specific oxygen uptake rate (SOUR) determined
at the temperature at which aerobic  digestion is occurring in
the treatment works to a SOUR for 20°C (68°F).
8.12 Quality Assurance
    Quality assurance comprises establishing a sampling plan,
quality control measures, and procedures for ensuring that the
results of analytical and test measurements are correct. A com-
plete presentation of this  subject is beyond the scope of this
manual. A concise treatment of quality assurance is found in
Standard Methods  (APHA, 1992)  and is especially  recom-
mended. Parts 1000 to  1090 of Standard Methods are relevant
to the entire sampling and analysis effort. Part 1020 discusses
quality assurance, quality control, and quality assessment.

    Standard Methods (Part 1020B) states that "a good quality
control program consists of at least seven elements: certifica-
tion of operator competence,  recovery of known additions,
analysis of externally supplied standards, analysis of reagent
blanks, calibration with standards, analysis of duplicates, and
maintenance of  control charts." For most of the tests to be
carried out to meet the pathogen and vector attraction reduction
requirements of the Part 503 regulation, these elements cannot
be met completely, but they should be kept in mind as a goal.
                                                          46

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Microbial Tests
    For the microbiological tests, quality assurance is needed
to verify precision and accuracy. Quality assurance for micro-
biological methods is discussed in Part 9020 of Standard Meth-
ods. The quality control approach they suggest is recommended
for the microbiological tests required because of Part 503. In
Part 9020B-4, Analytical Quality Control Procedures, it is sug-
gested that precision be initially established by running a num-
ber of duplicates, and that thereafter duplicates (5% of total
samples) be run to determine whether precision is being main-
tained.
    To  estimate  accuracy,  spiking and  recovery tests  are
needed. The spiking should be to density levels significant to
the Part 503 regulation. For example, for viable helminth ova,
samples should be spiked to density levels of under 100 per
gram. Yanko (1987) did not  find spiking  useful for bacterial
tests or viral tests, although it was  effective for the helminth
ova test. For viruses, instead of spiking, he recommends dem-
onstrating the effectiveness  of recovery on primary  sewage
sludges that typically contain viruses at low but consistent lev-
els (for example, primary sludges from large cities).
Vector Attraction Reduction Tests
    It is not possible to test for accuracy for any of the vector
attraction reduction tests, because standard sludges with con-
sistent qualities do not exist. Standard Methods gives guidance
on precision and bias. However, for some of the vector attrac-
tion reduction options, this information was  not  available or
was approximate. Section 7.7 provides guidance on the number
of samples to take. The procedures for  the three vector attrac-
tion options developed for the Part 503 regulation (additional
anaerobic and aerobic digestion and the specific oxygen uptake
rate test),  which are presented in Appendix D, have  internal
quality control procedures  that include replication. Since  the
tests are newly proposed,  the  data are insufficient to judge
whether agreement between replicates is adequate.  This kind of
information will be  communicated as  experience with these
options accumulates.
                                                          47

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                                                   Chapter 9
                       Processes to Significantly Reduce Pathogens (PSRPs)
9.1 Introduction
    Processes to Significantly Reduce Pathogens (PSRPs) are
listed in Appendix B of Part 503. There are five PSRPs: aerobic
and anaerobic digestion, air drying, composting, and lime sta-
bilization. Under Part 503.32(b)(3), sewage sludge treated in
these processes is considered to  be Class  B with respect to
pathogens (see Section 5.3).

    When operated under the conditions specified in Appendix
B, PSRPs reduce fecal coliform densities to less than 2 million
CPU or MPN per gram of total solids (dry weight basis) and
reduce salmonellae and enteric virus densities in sewage sludge
by approximately a factor of 10 (Farrell et al., 1985).

    This  level of pathogen reduction is required, as a mini-
mum, by  the Part 503 regulation if the sewage sludge is applied
to agricultural land, a public contact site, a forest, or a recla-
mation site or placed on a surface disposal site.1 Because Class
B sludges do contain some pathogens, land application of a
Class B sludge is allowed only if crop harvesting, animal graz-
ing, and public access are limited for a period of tune following
application of a Class B sewage sludge so  that pathogens can
be further reduced by environmental factors (see Section 5.5).

    The  PSRPs listed in Part 503 are essentially identical to
the PSRPs that were listed under  the 40 CFR Part 257 regula-
tion, except that all requirements related solely to reduction of
vector attraction  have been removed. Vector  attraction reduc-
tion  is now covered under separate requirements (see Chapter
6) that include some of the requirements that were part of the
PSRP requirements under Part 257, as well as some new op-
tions for  demonstrating vector attraction reduction. These new
options provide greater flexibility to the regulated community
in meeting the vector attraction reduction requirements.

    This  chapter provides  detailed descriptions of the PSRPs
listed in Appendix B. Since the conditions for the PSRPs, par-
ticularly aerobic and anaerobic digestion, are designed to meet
pathogen reduction requirements, they are  not necessarily the
same conditions as those traditionally recommended by design
texts and manuals.
92 Aerobic Digestion
    In aerobic digestion, sewage sludge is biochemically oxi-
dized by bacteria in an open or enclosed vessel (see photo). To
supply these aerobic microorganisms with enough oxygen to
carry out their task, either the sewage sludge must be agitated
by a mixer or air must be forcibly injected (Figure 9-1). Under
proper operating  conditions, the volatile solids in sewage
sludge are converted to carbon dioxide,  water, and  nitrate
nitrogen.

    Aerobic systems operate in either batch or continuous
mode. In batch mode, the tank is filled with untreated sewage
sludge and aerated for 2 to 3 weeks or longer, depending on
the type of sewage sludge, ambient temperature, and average
oxygen levels. Following aeration, the stabilized solids are al-
lowed  to settle and then separated from the clarified super-
natant. The process is begun again by inoculating a new batch
of untreated sewage sludge with some of the solids  from the
previous batch to supply the necessary biological decomposers.
In continuous  mode, untreated sewage sludge is fed into the
digester once  a day  or  more frequently; thickened, clarified
solids are removed at the same rate.

    The PSRP description in Part 503 for aerobic digestion is:
'Unless the active sewage sludge unit is covered at the end of each operating day, in
which case no pathogen requirement applies.
Digester in Vancouver, Washington.
                                                         49

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                                         AERODIGESTER
                                                                          SETTLING
                                                                          TANK
          RAW
          SLUDGE
           f-      ^   >   X OXIDIZED
           K          \sA OVERFLOW
         4 ^-——-r-^,.  I TO TREATMENT WORKS
                                                               I	|^

                                                                        x>iis>w£srt.**.'i>;wy
                           RETURN SLUDGE
                           TO AERODIGESTER

                                                                                     STABILIZED
                                                                                     SLUDGE
                                                                                     TO DISPOSAL
Figure 9-1.  Aerobic digestion.

Sewage sludge is agitated with air or oxygen to maintain aero-
bic conditions for a specific mean cell residence time at a
specific temperature. Values for the mean  cell residence time
and temperature shall be between 40 days at 20°C (68°F) and
60 days at 15°C (59°F).

    The regulation does not differentiate between semi-batch
and continuous operation, so either method is acceptable. The
mean cell residence time is the residence time of the sewage
sludge solids. The appropriate method for calculating residence
time depends on the type of digester operation used:

•  Continuous-Mode, No Supernatant Removal. For con-
   tinuous-mode digesters  where no supernatant is removed,
   nominal residence times may be calculated by dividing liq-
   uid volume in the digester by the average daily flow rate in
   or out of the digester.

•  Continuous-Mode,  Supernatant  Removal. In systems
   where the is supernatant removed from the digester and
   recycled, the output volume of sewage sludge can be much
   less than the input volume of sewage sludge. For these sys-
   tems, the flow rate of the sewage sludge out o/the digester
   is used to calculate residence times.

•  Continuous-Mode Feeding, Batch Removal  of Sewage
   Sludge. For some aerobic systems, the  digester is initially
   filled above the diffusers with treated effluent, and sewage
   sludge is wasted daily into the digester. Periodically, aeration
   is stopped to allow solids to settle and supernatant to be
   removed. As the supernatant is drawn off, the solids content
   in the digester gradually increases. The process is complete
   when either settling or supernatant removal is  inadequate to
  provide space for the daily sewage sludge wasting require-
   ment, or sufficient time for digestion has been provided. The
  batch of digested sewage sludge is then removed and the
   process begun again. If the daily mass  of sewage sludge
   solids introduced has been constant, nominal residence time
   is one-half the total time from initial charge to final with-
   drawal of the digested sewage sludge.

•  Batch or Staged Reactor Mode. A batch reactor or two or
   more  well-mixed reactors in series  are  more effective in
   reducing pathogens than is a single well-mixed reactor at the
   same overall residence time. Reduction in residence time of
   30% from the times given in the PSRP definition for aerobic
   digestion is recommended. The basis for this recommenda-
   tion is given in Appendix E. These times are less than the
   PSRP conditions requked for aerobic digestion in the regu-
   lation; consequently, approval by the regulatory authority is
   requked.

•  Other. Digesters are frequently operated in unique ways that
   do not fall into the categories above. Appendix E provides
   information that should be helpful in developing a calcula-
   tion procedure for these cases.

    Aerobic digestion carried out according to the Part 503
conditions typically reduces bacterial and vkal pathogens by
90% (i.e., a factor of 10). Helminth ova are reduced to varying
degrees, depending on the hardiness of the individual species.
Aerobic digestion typically reduces the volatile solids content
(the microbes' food source) of the sewage sludge by 40% to
50%, depending on the conditions maintained in the system.
Vector Attraction Reduction
    Vector attraction reduction for aerobically digested sludges
is demonstrated either when the percent volatile solids reduc-
tion during sludge treatment exceeds 38%, or when the specific
oxygen uptake rate (SOUR) at 20°C (68°F) is less than or equal
to 1.5 mg of oxygen per hour per gram of total solids, or when
                                                        50

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additional volatile solids reduction during bench-scale aerobic
batch digestion for 30 additional days at 20°C (68°F) is less
than 15% (see Chapter 6).

    Thermophilic aerobic systems (operating at higher tem-
peratures) capable of producing Class A sludge are gaining in
popularity as operators and researchers  learn how to control
and stabilize this comparatively delicate process. These systems
are described more fully in Section 10.5.


9.3 Anaerobic Digestion
    Anaerobic digestion is a biological process that uses bac-
teria that function in  an oxygen-free environment to convert
volatile solids into  carbon dioxide,  methane,  and ammonia.
These reactions take place in an enclosed tank (see Figure 9-2)
that may or may not be heated. Because  the biological activity
consumes most of the volatile solids needed for further bacterial
growth, the  sewage sludge is stabilized. Currently,  anaerobic
digestion is one of the most widely used  treatments for sewage
sludge stabilization, especially in treatment works with average
wastewater flow rates greater than 19,000 cubic meters/day (5
million gallons per day).

    Most anaerobic digestion systems are classified as either
standard-rate or high-rate systems. Standard-rate systems take
place in a simple storage tank with sewage sludge added inter-
mittently. The only agitation that occurs comes from the natural
mixing caused by sewage sludge gases  rising  to  the surface.
Standard-rate operation can be carried out at ambient tempera-
ture, though heat is sometimes  added to speed the biological
activity.

    High-rate systems use a combination of active mixing and
carefully controlled, elevated temperature to increase the rate
of sewage sludge stabilization.  These systems sometimes use
pre-thickened sewage sludge introduced at a uniform rate to
maintain constant conditions in the reactor.  Operating condi-
tions in high-rate systems foster more efficient sewage sludge
digestion.

    The PSRP description hi Part 503 for anaerobic digestion
Sewage sludge is treated in the absence of air for a specific
mean cell residence time at a specified temperature. Values for
the mean cell residence time and temperature shall be between
15 days at 35°C to 55°C (95°F to 131°F) and 60 days at 20°C
(68°F).

    Section 9.2 provides information on calculating residence
times. Anaerobic  digestion that meets the required residences
times and temperatures typically reduces bacterial  and viral
pathogens by 90% or more. Helminth ova are not substantially
reduced under mesophilic conditions (32°C to 38°C [90°F to
100°F]) and may not be completely reduced at temperatures
between 38°C (100°F) and 50°C (122°F).
Vector Attraction Reduction
    Anaerobic systems reduce volatile solids by 35% to 60%,
depending on the nature of the sewage sludge and the system's
operating conditions. Sewage sludges produced by systems that
meet  the operating conditions specified under Part 503  will
typically have volatile solids reduced by at least 38%. Alterna-
tively, vector attraction reduction can be demonstrated by Op-
tion 2 of the vector attraction reduction requirements, which
requires that additional volatile solids loss during bench-scale
anaerobic batch digestion of the sludge for 40, additional days
at 30°C to 37°C (86°F to 99°F) be less than 17% (see  Section
6.3).
                               FIRST STAGE
                               (completely mixed)
                        SECOND STAGE
                        (stratified)
Figure 9-2.  Two-stage anaerobic digestion (high rate).
                                                          51

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Sludge drying operation. (Photo credit East Bay Municipal Utility Dis-
trict)

9.4 Air Drying
    Air drying allows partially digested sewage sludge to dry
naturally in the open air (see photo above). Wet sewage sludge
is usually applied to a depth of approximately 23 cm (9 inches)
onto sand drying beds, or even deeper on paved or unpaved
basins. The sewage sludge is left to drain and dry by evapora-
tion. Sand beds have an underlying drainage system; some type
of mechanical mixing or turning is frequently added to paved
or unpaved basins. The effectiveness of the drying process
depends very much on the local climate: drying occurs faster
and more completely in warm, dry weather, and slower and less
completely in cold, wet weather.

    The PSRP description in Part 503 for air drying is:

S&vage sludge is dried on sand beds or on paved or unpaved
basins. The sewage sludge dries for a minimum of 3 months.
During 2 of the 3 months, the ambient average daily tempera-
ture is above 0"C (32°F).

In addition, it is advisable to ensure that the sewage sludge
drying beds are exposed to the atmosphere (i.e., not covered
with snow) during the 2 months that the daily temperature is
above 0°C (32°F). Also, the sewage sludge  should be at least
partially digested before air drying. Under these conditions, air
drying will reduce the density of pathogenic viruses and  bac-
teria by approximately 90%. Helminth ova are reduced, except
for some hardy species that remain substantially unaffected.
Vector Attraction Reduction
    Air-dried sewage sludge typically is treated by aerobic or
anaerobic digestion before it is placed on drying beds. Usually,
the easiest vector attraction reduction requirement to meet is a
demonstration of 38% reduction in volatile solids (Option 1—
see Section 6.2), including the reduction that occurs during its
residence on the drying beds.
                                                                 In dry climates, vector attraction reduction can be achieved
                                                            by moisture reduction (see Option 7 in Section 6.8, and Option
                                                            8 in Section 6.9).
9.5 Composting
    Composting involves the aerobic decomposition of organic
material using controlled temperature, moisture, and oxygen
levels. Composting results hi a highly stabilized, humus-like
material. Several different composting methods are currently in
use in the United States. The three most common are windrow,
aerated static pile, and within-vessel composting, all described
below. Composting can yield either a Class A or Class B sludge,
depending on the tune and temperature variables involved in
the operation.

    All composting methods rely on the same basic processes.
Bulking agents such as wood chips, bark, sawdust, straw, rice
hulls, or even finished compost are added to the sewage sludge
to absorb moisture, increase porosity, and add a source of carb-
on. This mixture is stored (in windrows, static piles, or enclosed
tanks) for a period  of intensive decomposition, during which
temperatures can rise well above 55°C (131°F). Depending on
ambient temperatures and the process chosen, the time required
to produce a high-quality sewage sludge can range from 2 to 4
weeks. Aeration and/or frequent mixing or turning  are needed
to supply oxygen and remove excess heat. Following this active
stage, bulking agents  may or may not be screened from the
completed compost for recycling (see photo below), and the
composted sewage sludge is "cured" for an additional period.
Composted sludge Is screened to remove the bulking agent prior
to land application.
    Windrow  composting  involves  stacking  the  sewage
sludge/bulking agent mixture into long piles, or windrows, gen-
erally 0.9 to 1.8 m high (3 to 6 feet) and 1.8 to 4.9 m wide (6
to 16 feet). These rows are regularly turned or mixed (e.g.,
using a front-end loader) to ensure a steady oxygen supply for
the microorganisms and to reduce moisture content (see photo,
next page). Active windrows are typically placed in the open
air, except in  areas with heavy rainfall. In colder climates,
winter weather can significantly increase the amount of time
needed to attain temperatures needed for pathogen control.
                                                         52

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Compost mixing equipment turns over a windrow of compost for
solar drying prior to screening. (Photo credit: East Bay Municipal
Utility District)

    Aerated static pile composting uses forced-air rather than
mechanical mixing (see Figure 9-3) to both supply sufficient
oxygen for decomposition and carry off moisture. The sewage
sludge/bulking agent mixture is placed on top of either (1) a
fixed underlying forced aeration system, or (2) a system of
perforated  piping laid on the composting pad surface and
topped with a bed of bulking agent. The entire pile is covered
with a layer of cured compost for insulation and noxious odor
                                                             containment. Pumps are used to blow air into the compost pile
                                                             or suck air through it. The latter provides greater odor control
                                                             because the compost-air can be easily collected and then filtered
                                                             or scrubbed.

                                                                 Within-vessel composting systems vary greatly in design.
                                                             They share, however, two basic techniques: the process takes
                                                             place in a reactor vessel where the operating conditions can be
                                                             carefully  controlled (see photo below), and  active aeration
                                                             meets the system's high oxygen demand. Agitated bed systems
                                                             (i.e., within-vessel composting) depend on continuous or peri-
                                                             odic mixing within the  vessel,  followed by a curing period
                                                             outside of it.
Taulman Weiss in-vessel composting facility in Portland, Oregon.

    Pathogen destruction during composting depends on time
and temperature variables (see photo, next page). Part 503 pro-
vides the following definition of PSRP requirement for patho-
gen destruction during composting:
                     Air
          Air
 Composted
 Sludge
                Bulking Agent/
                Sludge Mixture
                                     Porous Base:
                                     Wood Chips or
                                     Compost
                                                                                             Filter Pile of
                                                                                             Composted Sludge
Figure 9-3.  Static aerated pile composting.
                                                          53

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Compost operator measures compost pile temperature as part of
process monitoring. (Photo credit East Bay Municipal Utility District,
Oakland, California)
Using either the within-vessel, static aerated pile, or -windrow
composting methods, the temperature of the sewage sludge is
raised to 40°C (104°F) or higher and remains at 40°C (104°F)
or higher for 5 days. For 4 hours during the 5-day period, the
temperature in the compost pile exceeds 55°C (131°F).

    These conditions, achieved using either within-vessel, aer-
ated static pile, or windrow methods, reduce bacterial and viral
pathogens, but not helminth ova or other parasites,  by more
than 90%  (10-fold).

    A process time of only 5 days is not long enough to fully
stabilize the sewage sludge solids, so the composted sewage
sludge produced under these conditions will not be able to meet
any of the requirements for reduced vector attraction. Complete
stabilization may require 14 to 21 days for within-vessel; 21 or
more  days for aerated static pile;  and 30 or more  days for
windrow composting. Many treatment works allow the finished
sewage  sludge to further mature or cure for at least several
weeks following active composting.
Vector Attraction Reduction
    Vector attraction reduction must be demonstrated for com-
posted sewage sludge. In a few cases, this can be demonstrated
by Option 1 of the vector attraction reduction requirements
(38% reduction in volatile solids—see Section 6.2). However,
in most cases, Option 5 is more appropriate. This option re-
quires aerobic treatment (i.e., composting) of the sewage sludge
for at least  14 days at over  40°C (104°F) with an average
temperature of over 45°C (113°F).
 9.6 Lime Stabilization
     For 2,000 years, lime has been used to deodorize and sta-
 bilize night soil and manure. Today, lime treatment is gaining
 popularity as an effective option for controlling pathogens in
 sewage sludge. The process is relatively straightforward:
 lime—either hydrated lime, Ca(OH)2; quicklime, CaO; or lime-
 containing kiln dust or fly ash—is added to sewage sludge in
 sufficient quantities to raise the pH above 12 after 2 hours of
 contact, as specified in the Part 503 PSRP description for lime
 stabilization:

 Sufficient lime is added to the sewage sludge to raise the pH
 of the sewage sludge to  12 after 2 hours of contact.

     Lime may be introduced to liquid sewage sludge in a mix-
 ing tank or combined with dewatered sewage sludge, providing
 the mixing is intimate and the sewage  sludge cake is  moist
 enough to allow aqueous contact between the sewage sludge
 and lime.

     A variety of lime stabilization processes—some patented—
 are currently in  use. The growing popularity of this treatment
 means new techniques will undoubtedly be developed in the
-future. The effectiveness of any lime stabilization process for
 controlling pathogens depends on maintaining the pH at levels
 that reduce microorganisms in the sewage sludge and also later
 inhibit bacterial  growth should contamination occur after treat-
 ment. Lime stabilization can reduce bacterial and viral patho-
 gens 99 percent or more. Such alkaline  conditions have little
 effect on hardy species of helminth ova,  however.

     Lime stabilization does  not reduce  volatile solids. If the
 pH of lime-stabilized sewage sludge drops below 11, remaining
 pathogenic bacteria or those introduced by animal vectors may
 grow rapidly to substantial densities, given the rich food source.
 Thus long-term storage of alkali-treated sewage sludge requires
 either additional treatment with lime to maintain elevated pH,
 drying, or further treatment to reduce volatile solids (e.g., com-
 posting).
 Vector Attraction Reduction
     For lime-treated sludge, vector attraction reduction is dem-
 onstrated by Option 6 of the vector attraction reduction require-
 ments. This option requires that the sludge pH remain at 12 or
 higher for at least 2 hours, and then at 11.5 or more for an
 additional 22 hours (see Section 6.7).
 9.7 Equivalent Processes
     Under Class B Alternative 3, sewage sludges treated in
 processes that are determined to be equivalent to PSRP are
 considered to be Class B. Table 5-2 in Chapter 5 lists some of
 the processes that the EPA's Pathogen Equivalency Committee
 has recommended as being equivalent to PSRP under Part 257.
 Chapter 11 discusses how the PEC makes a recommendation
 of equivalency.
                                                         54

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                                                   Chapter 10
                          Processes to Further Reduce Pathogens (PFRPs)
10.1  Introduction
    Processes to Further Reduce Pathogens (PFRPs) are listed
in Appendix B of Part 503. There are seven PFRPs: compost-
ing, heat drying, heat treatment, thermophilic aerobic digestion,
beta ray irradiation, gamma ray irradiation, and pasteurization.
When these processes are operated under the conditions speci-
fied in Appendix B, they produce sewage sludges with patho-
genic bacteria, enteric viruses, and viable helminth ova reduced
to below detectable levels. Reduction of vector attraction must
occur during or after PFRP treatment (see Section 4.2).

    Under Part 503.32(a)(7), sewage sludge treated in these
processes is considered to be Class A with respect to pathogens.
Class A sludges  can be used in any land application situation
(including  lawns and  gardens) without restriction; however,
Class A sludges  must be monitored for fecal coliform or Sal-
monella sp. bacteria at the time of use or disposal, at the time
the sewage sludge is prepared for sale or give away in a bag
or other container for land application, or at the time the sewage
sludge or material derived from the sewage sludge is prepared
to meet the requirements in 503.10(b), 503.10(c), 503.10(e), or
503.10(f) to ensure that regrowth of bacteria has not occurred
(see Section 4.3).

    The PFRPs  listed in Part 503 are essentially identical to
the PFRPs listed under the 40 CFR Part 257 regulation, except
that all requirements related solely to reduction of vector at-
traction have been removed. This  chapter provides detailed
descriptions of the seven PFRPs listed in Part 503.
10.2  Composting
    As  described in Chapter 9, composting reduces sewage
sludge, which has generally been mixed with a bulking agent,
to a humus-like material through biological degradation. There
are three commonly used methods of composting:  windrow,
static aerated pile, and within-vessel.

    To be considered a PFRP under Part 503, the composting
operation must meet certain operating conditions:

Using either the within-vessel composting method or the static
aerated pile composting method, the temperature of the sewage
sludge is maintained at 55°C (131°F) or higher for 3 days.

Using the windrow composting method, the temperature of the
sewage sludge is maintained at 55°C (131°F) or higher  for 15
days or longer. During the period when the compost is main-
tained at 55°C (131°F) or higher, there shall be a minimum of
five turnings of the windrow.

    In general, within-vessel composting attains the required
conditions in approximately 10 days. The static-pile and wind-
row processes generally require about 3 weeks. If the condi-
tions specified by the regulation are met, all pathogenic viruses,
bacteria, and parasites will be reduced to below detectable lev-
els. However, composting under these conditions may not ade-
quately reduce vector attraction. Longer composting periods
may be  necessary to fully stabilize the sewage  sludge (see
Section 9.5).

    Under some conditions, it may be difficult to meet the
Class A monitoring requirement for fecal coliforms even when
Salmonella sp. bacteria are not present. Sewage sludge  treat-
ment involving high heat, for example, can reduce salmonellae
to below detectable levels while leaving some, fecal coliforms
intact. If volatile solids remain in the sludge, coliforms can later
regrow  to significant numbers. The same thing  can happen
when sewage sludge is pre-treated with lime before compost-
ing. It may be necessary, therefore, to  test composted sewage
sludge directly for salmonellae, rather than using fecal coli-
forms as an indicator of pathogen control.
Vector Attraction Reduction
    The options for demonstrating vector attraction reduction
for both PFRP and  PSRP composting are the same, and are
discussed in Section 9.5.
10.3  Heat Drying
    Heat drying is used to reduce both pathogens and the water
content of sewage sludge. The Part 503 PFRP description of
heat drying is:

Sewage sludge is dried by direct or indirect contact with hot
gases to reduce the  moisture content to 10% or lower. Either
the temperature of the sewage sludge particles exceeds 80°C
(176°F) or the wet bulb temperature of the gas in contact with
the sewage sludge as it leaves the dryer exceeds 80°C (176°F).

    Properly conducted heat drying will reduce pathogenic vi-
ruses, bacteria, and helminth ova to below detectable levels.
                                                         55

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    Four processes are commonly used for heat drying sewage
sludge: flash dryers, spray dryers, rotary dryers, and the Carver-
Greenfield process (EPA, 1979). Hash dryers used to he the
most common heat drying process installed at treatment works,
but current practice  favors rotary dryers.


Flash Dryers
    Flash dryers pulverize  sewage sludge in the presence of
hot gases. The process is based on exposing fine sewage sludge
particles to turbulent hot gases long enough to attain at least
90% solids content.
Spray Dryers
    A spray dryer typically uses centrifugal force to atomize
liquid sewage sludge into a spray that is directed into a drying
chamber. The drying chamber contains hot gases that rapidly
dry the sewage sludge mist Some spray drying systems use a
nozzle to atomize sewage sludge.


Rotary Dryers
    Rotary dryers function as horizontal cylindrical kilns. The
drum rotates and may have plows or louvers that mechanically
mix the sewage sludge as the  drum  turns. There are many
different rotary kiln designs, utilizing  either direct heating or
indirect heating systems. Direct  heating designs maintain con-
tact between the sewage sludge and  the hot gases. Indirect
heating separates the two with steel shells.


Carver-Greenfield Process
    The Carver-Greenfield process is a patented multiple-effect
evaporative oil-immersion process in which dewatered sewage
sludge is mixed with a light oil. This mixture is pumped through
a series of evaporators that selectively remove the water in
sewage sludge, which has  a lower boiling point than  the oil
carrier. The oil maintains  the mixture in a liquid state, even
when virtually all the water has  been removed. The product of
this process, an oil  and  dry sewage  sludge mixture, is  put
through a centrifuge to separate the dry sewage sludge solids
from the oil. The recovered oil can be  reused in the process.


Vector Attraction Reduction
    The PFRP requirements  for heat drying also meets  the
requirements of Option 8 for vector attraction reduction (i.e.,
the percent solids must be at least 90% before mixing the sludge
with other materials). It exceeds  the requirement of Option 7 if
the sludge being dried contains no unstabilized solids.


10.4  Heat Treatment
    Heat treatment processes are used both to stabilize and
condition sewage sludge. The processes involve heating sewage
sludge under pressure for a short period  of time. The sewage
sludge becomes sterilized and bacterial slime layers  are solu-
bilized,  making it easier  to  dewater  the  remaining sewage
sludge solids. The Part 503 PRFP description for heat treatment
is:
Liquid sewage sludge  is heated to a temperature of 180°C
(356°F) or higher for 30 minutes.

    If operated according to these requirements, the process
effectively reduces pathogenic viruses, bacteria, and helminth
ova to below detectable levels. Sewage sludge must be properly
stored after processing because organic matter has  not been
reduced and, therefore, regrowth of pathogenic bacteria can
occur if treated sewage sludge is reinoculated.

    Two processes have been used for heat  treatment: the
Porteous and the Zimpro process. In the Porteous process the
sewage sludge is preheated and then injected into  a reactor
vessel. Steam is also injected into the vessel under pressure.
The sewage sludge is retained in the vessel for approximately
30 minutes after which it is discharged to a decant tank. The
resulting sewage sludge can generally be concentrated and de-
watered to high solids concentrations. Further dewatering may
be desirable to facilitate sewage sludge handling.

    The Zimpro  process is similar to the Porteous process.
However, air is injected into the sewage sludge before it enters
the reactor and the vessel is then heated by steam to reach the
required temperature. Temperatures and pressures are approxi-
mately the same for the two processes.
Vector Attraction Reduction
    Heat treatment must be followed by a vector attraction
reduction process. Vector attraction reduction Options 6 to 11
may be used (see Chapter 6). Options 1 to 5 are not applicable
unless the sludge is subsequently digested.
10.5  Thermophilic Aerobic Digestion
    Thermophilic aerobic digestion is a refinement of the con-
ventional aerobic digestion processes discussed in Section 9.2.
In this process, feed sewage sludge is generally pre-thickened
and an efficient aerator is used. In some modifications, oxygen
is used instead  of air. Because  there is  less sewage sludge
volume and less air to carry away heat, the heat released from
biological oxidation warms the sewage sludge in the digester
to as high as 60°C (140°F).

    Because  of the  increased  temperatures,  this process
achieves higher rates of organic solids  reduction  than  are
achieved by conventional aerobic digestion, which operates at
ambient air temperature. The biodegradable volatile solids con-
tent of the sewage sludge  can be reduced up  to 70% in a
relatively short time. The digested sewage sludge is effectively
pasteurized due to the high temperatures. Pathogenic vkuses,
bacteria, and parasites are reduced to below detectable limits if
temperatures exceed 55°C (131°F).

    This process can either be accomplished using  auxiliary
heating of the digestion  tanks or through special designs that
allow the energy naturally released by the microbial digestion
process to heat the sewage sludge. The Part 503 PFRP descrip-
tion of thermophilic aerobic digestion is:
                                                         56

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Liquid sewage sludge is agitated with air or oxygen to maintain
aerobic conditions and the mean  cell residence time of the
sewage sludge is 10 days at 55°C to 60°C (131°F to I40°F).

     The thermophilic process requires significantly lower resi-
dence times (i.e., solids retention time) than conventional aero-
bic  processes  designed to qualify as a PSRP, which must
operate 40 to 60 days at 20°C to 15°C (68°F to 59°F), respec-
tively. Residence time is normally determined by dividing the
volume of sewage sludge in the vessel by the volumetric flow
rate. Operation should minimize the potential for bypassing by
withdrawing treated  sludge  before feeding, and feeding no
more than once a day.
 Vector Attraction Reduction
     Vector  attraction  reduction  must  be demonstrated. Al-
 though all options, except Options 3 and 12 are possible, Op-
 tions 1 and 2 are the most suitable. (Option 3 is not possible
 because it is not yet known how to translate SOUR measure-
 ments obtained at high temperatures to  20°C [68°F].)


 10.6 Beta Ray and  Gamma Ray Radiation1
     Radiation can be used to disinfect  sewage sludge. Radia-
 tion destroys certain organisms by altering the colloidal nature
 of the cell contents (protoplasm). Gamma rays and beta rays
 are the two potential energy sources for use in sewage sludge
 disinfection. Gamma rays are high-energy photons produced by
 certain radioactive elements. Beta rays are electrons accelerated
 in velocity by electrical potentials in the vicinity of 1 millions
 volts. Both types of radiation destroy pathogens that they pene-
 trate if the doses are adequate.

     The Part 503 PFRP descriptions for irradiation systems are:
     Although the two types of radiation function similarly to
inactivate pathogens, there are important differences. Gamma
rays can penetrate substantial thicknesses of sewage sludge and
can therefore be introduced to sewage sludge by either piping
liquid sewage sludge into a vessel that surrounds the radiation
source (Figure 10-1) or by carrying composted or dried sewage
sludge by hopper conveyor to the  radiation source. Beta rays
have limited penetration ability and therefore are introduced by
passing a thin layer of sewage sludge under the radiation source
(Figure 10-2).
Figure 10-1. Schematic representation of cobalt-60 (gamma ray) irra-
           diation facility at Geiselbullach, Germany.
           Source: EPA, 1979.
Beta ray  irradiation—Sewage sludge  is irradiated with beta
rays from an accelerator at dosages of at least 1.0 megarad at
room temperature (ca. 20°C [68°F]).

Gamma  ray irradiation—Sewage  sludge  is  irradiated with
gamma rays from  certain isotopes, such  as Cobalt 60  and
Cesium 137 [at  dosages of at least  1.0 megarad] at room
temperature (ca. 20°C [68°F]).2

    The effectiveness  of beta radiation in reducing pathogens
depends on the radiation dose, which  is measured hi rads. A
dose of 1  megarad or more will reduce pathogenic viruses,
bacteria, and helminths to below detectable levels. Lower doses
may successfully reduce bacteria and helminth ova but not
viruses. Sewage sludge must be properly stored after processing
because organic matter has  not  been reduced  and therefore
regrowth of pathogenic bacteria can occur if sewage sludge is
reinoculated.
      INPUT
  (UNTREATED OR
   DIGESTED SLUDGE)
     INCLINED
     FEED RAMP
                                               ELECTRON BEAM
                                                   SCANNER
                                                 HIGH ENERGY
                                                 DISINFECTION
                                                     ZONE
  SLUDGE
• RECEIVING
    TANK
                                                   OUTPUT
                                                 (DISINFECTED
                                                 SLUDGE)
 Current usage by physicists reserved the term "beta rays" for high-energy electrons emit-
ted by radioactive elements. More properly, the regulation should have used the term
"high-energy electrons" instead of "beta rays."
2The 1.0 megarad dose was inadvertently omitted from the final Part 503 regulation.
Figure 10-2. Beta ray scanner and sludge spreader.
           Source: EPA, 1979.
                                                           57

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Vector Attraction Reduction
    Radiation treatment must be followed by a vector attraction
reduction process. The appropriate options for demonstrating
vector attraction reduction are the same as for heat treatment
(see Section 10.4), namely Options 6 to 11. Options 1 to 5 are
not applicable unless the sludge is subsequently digested.
10.7  Pasteurization
    Pasteurization involves heating sewage sludge to above a
predetermined temperature for a minimum time period.  For
pasteurization, the Part 503 PERP description is:

Ttie temperature of the se\vage sludge is maintained at 70°C
(158°F) or higher for 30 minutes or longer.

Pasteurization reduces bacteria, enteric viruses, and helminth
ova to below detectable values.

    Sewage sludge can be heated by heat exchangers or by
steam injection. Although sewage sludge pasteurization is un-
common in the United States, it is widely used in Europe.  The
steam injection method is preferred because it is more effective
at maintaining even temperatures throughout the sludge batch
being processed. Sewage sludge is pasteurized in batches to
prevent recontamination that might occur in a continuous proc-
ess. Sewage sludge must be properly stored after processing
because the organic matter has not been stabilized and therefore
odors and regrowth of pathogenic bacteria can occur if sewage
sludge is reinoculated.

    In Europe, serious problems with regrowth of Salmonella
sp. have occurred, so pasteurization is rarely used now as a
terminal  treatment process.  Pre-pasteurization followed  by
mesophilic digestion has successfully replaced the use of pas-
teurization after digestion in many European communities.
Vector Attraction Reduction
    Pasteurization must be followed by a vector attraction re-
duction  process. The options appropriate  for demonstrating
vector attraction reduction are the same as those for heat treat-
ment (see Section 10.4), namely Options 6 to 11. Options  1 to
5 are not applicable unless the sludge is subsequently digested.
10.8  Equivalent Processes
    Under Class A Alternative 6, sewage sludge treated in proc-
esses  that are determined to be equivalent to PERP are consid-
ered to be Class A with respect to pathogens (assuming the
treated sewage sludges also meet the Class A regrowth require-
ment). Table 4-2 in Chapter 4 lists some of the processes that
were  found, based on the recommendation  of EPA's Pathogen
Equivalency Committee, to be equivalent to PERP under Part
257. Chapter  11 discusses how the PEC makes a recommenda-
tion of equivalency.
                                                         58

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                                                  Chapter 11
                        Role of EPA's Pathogen Equivalency Committee in
                                  Providing Guidance Under Part 503
11.1 Introduction
    One way to meet the pathogen control requkements of Part
503 is to treat sludge in a process "equivalent to" the PFRP or
PSRP processes listed in Appendix B of the regulation (see
Tables 4-2 and 5-1 for a list of these processes):

•  Under Class A Alternative 6, sewage sludge that is treated
   in a  process equivalent to PFRP and meets  the Class A
   regrowth requirement (see Section 4.3) is considered to be
   a Class A sludge with respect to pathogens (see Section 4.9).

•  Under Class B Alternative 3, sewage sludge treated  by a
   process equivalent to PSRP is considered to be a  Class B
   sludge with respect to pathogens (see Section 5.4).

    These alternatives  provide continuity with the Part 257
regulation, which  requked that sewage be treated by  a PSRP,
PFRP, or equivalent process prior to use or disposal. There is
one major difference between Part 257 and Part 503  with re-
spect to equivalency. Under Part 257, a process had to be found
equivalent in terms of both pathogen reduction and vector at-
traction reduction. Under Part 503, equivalency pertains  only
to pathogen reduction. (However, like all Class  A and B
sludges, sewage sludges treated by equivalent processes must
also meet a separate vector  attraction reduction requkement
[see Chapter 6]).
What Constitutes Equivalency?
    To be equivalent, a treatment process must be able to con-
sistently reduce pathogens to levels comparable to the reduction
achieved by the listed PSRPs or PFRPs. (These levels, de-
scribed in Section 11.3, are the same levels requked of all Class
A and B sludges.)  The process continues to be equivalent as
long as it is operated under the same conditions (e.g., time,
temperature, pH)  that  produced the  required  reductions.
Equivalency is site-specific—that is, equivalency applies only
to that particular operation run at that location under the speci-
fied conditions, and cannot  be assumed for the same process
performed at a different location, or for any modification of the
process. Processes  that are  able to consistently produce the
requked pathogen reductions  under the variety of conditions
that may be encountered at different locations across the coun-
try may qualify for a recommendation of national equivalency,
i.e, a recommendation that the process  will likely be equivalent
wherever it is operated in the United States.
Who Determines Equivalency?
    The permitting authority is responsible  for determining
equivalency under Part 503.  The permitting authority often
seeks guidance from EPA's Pathogen Equivalency Committee
(PEC) in making equivalency determinations. The PEC is re-
sponsible for making national equivalency recommendations.
What Are the Benefits of Equivalency?
    A determination of equivalency is beneficial when it re-
duces the microbiological monitoring burden, i.e., when less
monitoring is requked to demonstrate equivalency than is re-
quired under the other Class A or B alternatives for meeting the
pathogen reduction requkements of Part 503. Figure 11-1 indi-
cates when application for equivalency may be appropriate.

PFRP Equivalency
    Equivalency is not beneficial for processes akeady covered
under  Class A  Alternatives  1, 2,  or 5 (see Chapter 4 for a
description of these alternatives). For processes not covered by
Alternatives 1, 2, or 5, a determination of PFRP equivalency
can reduce the enteric virus and viable helminth ova monitoring
burden1 in certain cases (see Section 11.3 for details of when
PFRP equivalency may be beneficial).

PSRP Equivalency
    A determination of equivalency to PSRP eliminates the
fecal coliform monitoring requked under Class B Alternative 1
for nonequivalent processes.

Recommendation of National Equivalency
    A recommendation of national equivalency can be useful
for treatment processes that will be marketed, sold, and/or used
at different locations in the United States. Such a recommen-
dation may be  useful in  getting PFRP or PSRP equivalency
determinations from different permitting authorities across the
country.
 A determination of PFRP equivalency will not reduce the monitoring required for sal-
monellae or fecal coliform since all Class A sludges—even sludges produced by equiva-
lent processes—must be monitored for salmonellae or fecal coliform (see Section 4.3).
                                                        59

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                        NO
               Is your process capable of
               consistently reducing enteric
               viruses and viable helminth ova to
               below detectable levels?
              Is your process capable of
              consistently reducing the density of
              fecal coliforms to below 2 million
              CPU or MPN per gram total sewage
              sludge solids?
YES
Your process Is '
unlikely to be
equivalent to
PSRP
Site-specific
PSRP
equivalency
may be useful
                                     I
              Are you a developer of a sewage
              sludge treatment process that has
              been or will be marketed and sold in
              different areas of the United States?
                           I
                  NO
            recommendation
            of national
            equivalency is
            unnecessary
                                       NO
YES
                                                                                           YES
                                                                                        i
                                            Is your process covered under Class
                                            A Alternative 1,2, or 5?
                                                                          Site-specific
                                                                          PFRP
                                                                          equivalency
                                                                          may be useful
                                                                          (see Section
                                                                          11.3)
                                                                      YES
                                                              Equivalency is
                                                              unnecessary
Are you a developer of a sewage
sludge treatment process that has
been or will be marketed and sold in
different areas of the United States?
Is the effectiveness of your process
Independent of the variety of
climatic and other conditions that
may be encountered in different
locations In the United States?
INO
4E ^
I"1 ^
Your process is
unlikely to be
recommended
as equivalent on
a national level
INO

Is the effectiveness of your process
independent of the variety of climatic
and other conditions that may be
encountered in different locations in
the United States?
^^^^^^^^^^^^^^iiS^i^M^^^-J^^^^^^^-^S.
                           I
YES
                                                             YES
              A recommendation of national PSRP
              equivalency may be useful
                                            A recommendation of national PFRP
                                            equivalency may be useful
Figure 11-1. When Is application for PFRP or PSRP equivalency appropriate?
Role of the Pathogen Equivalency Committee
    The U.S. Environmental Protection Agency created the
Pathogen Equivalency Committee (PEC) in 1985 to make rec-
ommendations to EPA management on applications for PSRP
and  PFRP  equivalency  under Part  257 (Whittington and
Johnson, 1985). The PEC consists of approximately six mem-
bers with expertise in microbiology,  wastewater engineering,
statistics, and sludge regulations. It  includes representatives
from EPA's Office of Research and Development and Office of
Water.
                              Guidance and Technical Assistance on Equivalency
                              Determinations

                                  The PEC will continue to review and make recommenda-
                              tions to EPA management on applications for equivalency under
                              Part 503. Its members also  provide guidance to applicants on
                              the data necessary to determine equivalency, and to permitting
                              authorities and members of  the regulated community on issues
                              (e.g., sampling and analysis) related to meeting the Subpart D
                              (pathogen and vector attraction reduction) requirements of Part
                                                         60

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503. Figure 11-2 elaborates on the role of the PEC under Part
503.

National Equivalency Recommendations
    The PEC can also recommend that a process be considered
equivalent on a national level if the PEC finds that the process
consistently produces the required pathogen reductions under
the variety of conditions that may be encountered at different
locations across the country.


What's in This Chapter?
    This chapter explains how  the  PEC makes  equivalency
recommendations and describes how to apply for PEC  guid-
ance. The guidance in this chapter may also prove useful for
permitting authorities in establishing the information they will
need to make equivalency determinations.


11.2 Overview of the PEC's Equivalency
     Recommendation Process
    The first point of contact for any equivalency determina-
tion, recommendation, or other guidance is usually the permit-
ting authority. Appendix A provides a list of the Regional
Sludge Coordinators (RSCs) and the State Sludge Coordinators
(SSCs). If PEC involvement is appropriate, the permitting
authority will coordinate contact with the PEC.

    The PEC considers each equivalency application on a case-
by-case basis. Applicants submit information on process oper-
ating parameters and/or  the sewage sludge, as described in
Section 11.5.  The committee evaluates this information in light
of current knowledge concerning sewage sludge treatment and
pathogen  reduction,  and recommends one  of five decisions
about the process or process sequence:

•  It is equivalent to PFRP.

•  It is not equivalent to PFRP.

•  It is equivalent to PSRP.

•  It is not equivalent to PSRP.

•  Additional data or other information are needed.

    Most processes are recommended for site-specific equiva-
lency. To  receive a recommendation for national equivalency,
the applicant must demonstrate  that the process will produce
the desired reductions in pathogens under the variety of condi-
tions that may be encountered at different locations across the
country. Processes affected by local climatic conditions or that
use materials that may vary significantly from one part of the
country to another are unlikely to be recommended as equiva-
lent on a national basis unless specific material specifications
and process procedure requirements can be identified.

    If the PEC recommends, based on the information submit-
ted, that a process is equivalent to PSRP or PFRP, the operating
parameters and any other conditions critical to adequate patho-
gen reduction are specified. The equivalency recommendation
applies only when the process is operated under the specified
conditions.

    If the committee finds that it cannot recommend equiva-
lency, the committee provides an explanation for this finding.
If additional data are needed,  the committee describes what
those data are and works with the permitting authority and/or
the applicant, if necessary, to ensure that the appropriate data
are gathered in  an acceptable manner. The committee then re-
views the revised application when the additional data are sub-
mitted.
11.3 Basis for PEC Equivalency Recommendations
    As mentioned in Section 11.1, to be determined equivalent,
a treatment process must consistently and reliably reduce patho-
gens in sludge to the same levels achievable by the listed PSRPs
or PFRPs. The applicant must identify the process operating
parameters (e.g., time, temperature, pH) that are necessary and
sufficient for producing these reductions.


PFRP Equivalency
    To be equivalent to PFRP, a treatment process must be able
to consistently reduce sewage sludge pathogens to below de-
tectable limits. For purposes of equivalency,  the PEC is con-
cerned only  with  the ability of a process to reduce enteric
viruses and viable helminth ova to below detectable limits,
because Part 503  requires ongoing monitoring of sludge pro-
duced by PFRP-equivalent processes for fecal coliform or Sal-
monella sp. (see Section 4.3) to ensure that Salmonella sp. are
reduced to below detectable limits (i.e., to less than 3 MPN per
4 grams  total solids sewage sludge [dry weight basis]). Thus,
to demonstrate PFRP equivalency, the treatment process must
be  able  to  consistently  reduce enteric  viruses and viable
helminth ova to below detectable limits, which are:
enteric viruses
viable helminth ova
less than 1 plaque-forming unit per
4 grams total solids sewage sludge
(dry weight basis)

less than 1 per 4 grams total solids
sewage sludge (dry weight basis)
    There are two ways these reductions can be demonstrated:

•  Direct monitoring of treated and untreated sewage sludge
   for enteric viruses and viable helminth ova.

•  Comparison of the operating conditions of the process with
   the operating conditions of one of the listed PFRPs.

    In practice, the monitoring approach to demonstrating site-
specific PFRP equivalency offers no advantages as a means to
fulfill Class A requkements because owners and operators can
achieve the same outcome by performing the monitoring re-
quired under Class A Alternative 3  (see Section 4.6). Use of
Alternative 3 may be simpler than seeking equivalency, since
Alternative 3 does not require the involvement of the PEC. The
monitoring approach may be of value, however, when seeking
                                                         61

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                     UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
                                    WASHINGTON. D.C. 20460
                                     JUN | 5 1993
                                                 OFFICE OF
                                                  WATER
         MEMORANDUM
         SUBJECT:
         FROM:
The Role of the Pathogen Equivalency  Committal*  Under
the Part 503 Standards for  the USB or Disposal  of
Sewage Sludge
                                                              ce
         TO:
         PURPOSE
Michael B. Cook, Directd
Office of Wastewater Enforce
James A. Hanlon, Acting Directo
Office of Science & Technology

Water Division Directors
Regions I - X
              This memorandum explains the role of the Pathogen
         Equivalency Committee (PEC) in providing technical assistance and
         recommendations regarding pathogen reduction equivalency in
         implementing the Part 503 Standards for the Use or Disposal of
         Sewage.   The PEC is an Agency resource available to assist your
         permit writers and regulated authorities.  This information
         should be sent to your Regional Sludge Coordinators, Municipal
         Construction Managers, Permits and Enforcement Coordinators, and
         Solid Waste Offices, State Sludge Management Agencies and others
         concerned with sewage sludge management.
         BACKGROUND
                               The PEC  Under Part 257
              The Criteria for Classification of Solid Waste Facilities
         and Practices (44 FR 53438, September 13, 1979), in 40 CFR Part
         257 required that sewage sludge disposed on the land be treated
         by either a Process to Significantly Reduce Pathogens  (PSRP) or a
         Process to Further Reduce Pathogens (PFRP).  A list of PSRPs and
         PFRPs were included in Appendix II to Part 257.

              In 1985, the PEC was formed to provide technical assistance
         and recommendations on whether sewage sludge treatment processes
         not included in Appendix II to Part 257 were equivalent to PSRP
         or PFRP.  Under Part 257, the PEC provided technical assistance
         to both the permitting authority and to members of the regulated
Rgure 11-2. Role of the PEC under Part 503.
                                       62

-------
        community.  The PEC membership bas included representatives from
        the Office of Research & Development  (ORD), office of Wastewater
        Enforcement & Compliance (OWEC), and  the Office of Science &
        Technology (OST) with extensive experience in microbiology,
        sludge process engineering, statistics and regulatory issues.
        The PEC recommendations regarding the equivalency of processes
        were forwarded to the office of Science and Technology, which
        notified applicants about the PEG'S recommendations.  Final
        decisions on equivalency were made by the permitting authority.

                       The  Part  503  Sewage  Sludge Standards

             The 40 CFR Part 503 Standards for the Use or Disposal of
        Sewage Sludge were published in the Federal Register on
        February 19, 1993  (58 FR 9248) under  the authority of section 405
        of the Clean Water Act, as amended.   Part 503 establishes
        requirements for sewage sludge applied to the land, placed on a
        surface disposal site, or fired in a  sewage sludge incinerator.
        Along with the 40 CFR Part 258 Municipal Solid Waste (HSW)
        Landfill Regulation (56 FR 50978, October 9, 1991), which
        established requirements for materials placed in MSW landfills,
        the Part 503 requirements for land application of sewage sludge
        and placement of sewage sludge on a surface disposal site,
        replaces the requirements for those practices, including the
        requirement to treat the sewage sludge in either a PSRP or a
        PFRP, in Part 257.

             The Part 503 regulation addresses disease-causing organisms
        (i.e., pathogens) in sewage sludge by establishing requirements
        for sewage sludge to be classified either as Class A or Class B
        with respect to pathogens as an operational standard.  Class A
        requirements are met by treating the  sewage sludge to reduce
        pathogens to below detectable limits, while the Class B
        requirements rely on a combination of treatment and site
        restrictions to reduce pathogens.  The site restrictions prevent
        exposure to the pathogens and rely on Natural Environmental
        processes to reduce the pathogens in  the sewage sludge to below
        detectable levels.   In addition to pathogen reduction, a vector
        attraction reduction requirement has  to be met when sewage sludge
        is applied to the land or placed on a surface disposal site.

             Vector attraction reduction requirements are imposed under
        Part 503 to reduce the potential for  spreading of infectious
        disease agents by vectors (i.e., flies, rodents, and birds).  A
        series of alternative methods for meeting the vector attraction
        reduction requirement are provided in the rule.

              All sewage sludges that are to  be sold or given away in a
        bag or other container for land application, or applied to lawns
        or home gardens must meet Class A pathogen control and vector
        attraction reduction requirements.   All sewage sludge intended
        for land application must meet at least the Class B pathogen
        control and vector attraction reduction requirements.  Surface
        disposal of sewage sludge requires that Class A or Class B
        requirements, along with one of the vector attraction reduction
        practices, be met unless the sewage sludge is covered with soil
        or other material daily.
Figure 11-2. Role of the PEC under Part 503 (continued).
                                       63

-------
            A series of options are provided in the Part 503 regulation
       for meeting the specific requirements for the two classes of
       pathogen reduction.  One of the class A alternatives is to treat
       the sewage sludge by a process equivalent to a PFRP and one of
       the Class B alternatives is to treat the sewage sludge by a
       process equivalent to a PSRP.  The permitting authority must
       decide whether a process is equivalent to a PFRP or a PSRP, which
       is the same approach used under Part 257.


       THE PEC UNDER 503

            Part 503 provides specific criteria and procedures for
       evaluating bacterial indicators (Fecal coliforms and Salmonella
       sp.), enteric virus and viable helminth ova as well as vector
       attraction reduction.  The PEC will continue to support the
       permitting authority and members of the regulated community under
       the new Part 503 regulation in evaluating equivalency situations
       and providing technical assistance in matters such as sampling
       and analysis.  Specifically the PEC:

            •    will continue to provide technical assistance to the
                 permitting authority and regulated community, including
                 recommendations to the permitting authority about
                 process equivalency.  The PEC also will make both site-
                 specific and national (i.e., a process that is
                 equivalent anywhere in the United States where it is
                 installed and operated)  recommendations on process
                 equivalency .

                 will submit recommendations on process equivalency to
                 the Director, Health and Ecological Criteria Division,
                 Office of Science and Technology, who will review those
                 recommendations and then notify the applicant and
                 appropriate permitting authorities of our
                 recommendation.

            For site-specific recommendations,  requests for PEC review
       or assistance should be made through the appropriate Federal
       permitting authority (e.g., the state sludge regulatory authority
       for delegated programs or the EPA Regional sludge Coordinator for
       non-delegated programs).   For national recommendations, requests
       for PEC review or assistance can also be made through the
       Director,  Health and Ecological Criteria Division (WH-586),
       Office of Science & Technology, U.S. EPA,  401 M St., SW,
       Washington,  D.C.   20460 or directly to the PEC chairman.  The
       current PEC Chairman is:   Dr.  James E. Smith, Jr.,  U.S. EPA,
       CERI, (Center for Environmental Research Information)  26 W Martin
       Luther King Dr.,  Cincinnati,  OH  45268 (Tele:  513/569-7355).

            Additional information and guidance to supplement the
       pathogen reduction requirements of Part 503 and the procedures to
       use to reach the PEC and the assistance provided by the PEC is
       provided in "Control of Pathogens and Vector Attraction in Sewage
Figure 11-2. Role of the PEC under Part 503 (continued).
                                       64

-------
      Sludge"  (EPA 625/R-92/013), which will be updated from time to
      time by  the  PEC.   This document is an update of the 1989 document
      "Control of  Pathogens in Municipal Wastewater Sludge"
      (EPA/625/10-89/006), and is available from CERI.

           If  there are any questions about this memorandum/ please
      contact  Bob  Bastian from OWEC at 202/260-7378 or Dr. Smith at
      CERX.
Figure 11-2. Role of the PEC under Part 503 (continued).
                                        65

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 a national PFRP equivalency recommendation—something that
 cannot be automatically achieved through the use of Alternative
 3. In this case, applicants may wish to submit microbiological
 monitoring data similar to that required under Alternative 3 as
 part of the package of information (see Section 11.5) required
 to demonstrate national PFRP equivalency.

     The process  comparison  approach to  demonstrating
 equivalency is discussed in Section 11.4.
PSRP Equivalency
    For PSRP equivalency, the treatment process must consis-
tently reduce the geometric mean of the fecal colifonn density
in seven samples of sewage sludge per sampling episode to less
than 2 million CFU or MPN per gram of total solids (dry weight
basis). Sufficient demonstrations of the required reductions are
needed  to ensure that the process can reliably produce the re-
quired reductions under all the different types of conditions that
the process may operate. For example, for processes that may
be affected by daily and seasonal variations in the weather, four
or more sets of samples taken at different times of the year and
during different precipitation conditions (including worst-case
conditions) will be needed to make this demonstration. For
national equivalency recommendations, the demonstration must
show that the process can reliably produce the desired reduc-
tions under the variety of climatic and other conditions that may
be encountered at different locations in the United States.
 11.4 Guidance on Demonstrating Equivalency for
      PEC Recommendations
     As described below, equivalency can be demonstrated in
 one of two ways:

 *  By comparing operating  conditions to existing PFRPs  or
   PSRPs.

 *  By providing performance and microbiological data.
Comparison to Operating Conditions for Existing
PSRPs or PFRPs
    If a process is similar to a PSRP or PFRP described in the
Part 503 regulation (see Tables 4-2 and 5-1), it may be possible
to demonstrate equivalency by providing performance  data
showing that the process consistently meets  or  exceeds the
conditions specified in the regulation.  For example, a process
that consistently produces a pH of 12 after 2 hours of contact
(the PSRP conditions required in Part 503 for lime stabilization)
but uses a substance other than lime to raise pH could qualify
as a PSRP.  In  such cases, microbiological data  may not be
necessary to demonstrate equivalency.
Process-Specific Performance Data and
Microbiologic Data
    In all other cases, both performance data and microbiologi-
cal data (listed below) are needed  to demonstrate process
equivalency:
•  A description of the various parameters (e.g., sludge char-
   acteristics, process operating parameters, climatic factors)
   that  influence the microbiological characteristics of the
   treated sludge (see Section 11.5 for more detail on relevant
   parameters).

•  Sampling and analytical data to demonstrate that the process
   has reduced microbes to the required levels (see Section 11.3
   for a description of levels).

•  A discussion of the ability of the treatment process to con-
   sistently operate within the parameters necessary to achieve
   the appropriate reductions.


Sampling and Analytical Methods
     Sewage sludge should be sampled using accepted,  state-
of-the-art techniques for sampling and analyzed using the meth-
ods required by Part 503 (see Chapters 7 and 8).


Data Quality
     The quality of the data provided is an important factor in
EPA's equivalency recommendation. The  following steps can
help ensure data quality:

•  Use of accepted, state-of-the-art sampling techniques.

•  Obtaining  samples that are representative of the expected
   variation in sludge quality.

•  Developing and following quality assurance procedures for
   sampling.

•  Using an independent, experienced laboratory to perform the
   analysis.

     Since processes differ widely in their nature, effects, and
processing sequences, the experimental plan to demonstrate
that  the process  meets the requirements  for PSRP or PFRP
equivalency should be tailored to the process. Field verification
and documentation by independent or third-party investigators
is  desirable. EPA will evaluate the study design, the accuracy
of the data, and the adequacy of the results for supporting the
conclusions drawn.
Can Pilot-Scale Data Be Submitted?
    Operation on a full scale is desirable. However, if a pilot-
scale operation truly simulates full-scale operation, testing on
this reduced scale is possible. In such cases, it is important to
indicate that the  data were obtained from a pilot-scale opera^-
tion, and to discuss why and to  what extent this simulates
full-scale operation. Any data available from existing full-scale
operations would be useful.

    The conditions of the pilot-scale operation should be at
least as severe as  those of full-scale operation. The arrangement
of process steps, degree of mixing, nature of the flow, vessel
sizing, proportion of chemicals used, etc. are all part of the
requirement. Any substantial degree of departure in the process
                                                         66

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parameters of the full-scale operation that might reduce the
severity of the procedure will invalidate any PEC equivalency
recommendations and permitting authority equivalency deter-
minations and will require a retest at the new condition.
11.5  Guidance on Application for Equivalency
      Recommendations
    The following outline and instructions are provided as
guidance for preparing applications for equivalency recommen-
dations by EPA's Pathogen Equivalency Committee.
Summary Fact Sheet
    The application should include a brief fact sheet that sum-
marizes key information about the process. Any important ad-
ditional facts should also be included.
Introduction
    The full name of the treatment works and the treatment
process should be provided. The application should indicate
whether it is for recommendation of:

•  PSRP or PFRP equivalency.

•  Site-specific or national equivalency.
Process Description
     The type of sludge used in the process should be described,
as well as other materials used in the process. Specifications
for these materials should be provided as  appropriate.  Any
terms used should be defined.

     The process  should be broken down into key steps and
graphically displayed in a quantified flow diagram of the waste-
water and sludge treatment processes. Details of the wastewater
treatment process  should  be provided and  the application
should precisely  define which steps constitute the beginning
and end of sewage sludge treatment.2 The earliest point at
which sewage sludge treatment can be defined as beginning is
the point at which the sludge is collected from the wastewater
treatment process. Sufficient information should be provided
for a mass balance calculation (i.e., actual or relative volumetric
flows and solids concentration in and out of all streams, addi-
tive rates for bulking agents or other additives). A description
of  process parameters  should be provided for each  step  of
the  process,  giving typical ranges and mean values where
appropriate. The specific process parameters  that should be
discussed will depend on the type of process and should include
any of the following that affect pathogen reduction or process
reliability:
 2When defining which steps constitute the "treatment process," bear in mind that all steps
 included as part of a process equivalent to PSRP or PFRP must be continually operating
 according to the specifications and conditions that are critical to pathogen reduction. Thus,
 the operational and monitoring burden may be greater for a multi-step process.
Sewage Sludge Characteristics
•  Total and volatile solids content of sludge before and after
   treatment

•  Proportion and type of additives (diluents) in sludge

•  Chemical  characteristics  (as  they affect  pathogen sur-
   vival/destruction—e.g., pH)

•  Type(s)  of sludge (unstabilized vs. stabilized, primary vs.
   secondary, etc.)

•  Wastewater treatment process performance data (as they af-
   fect sludge type, sludge age, etc.)

•  Quantity of treated sludge

•  Sludge age

•  Sludge detention time

Process Characteristics
•  Scale of the system (e.g., reactor size, flow rate)

•  Sewage sludge feed process (e.g., batch vs. continuous)

•  Organic loading rate (e.g., kg volatile solids/cubic
   meter/day)

•  Operating temperature(s) (including  maximum, minimum,
   and mean temperatures)

•  Operating pressure(s) if greater than ambient

•  Type of chemical additives and their loading rate

«  Mixing

•  Aerobic vs. anaerobic

•  Duration/frequency  of aeration

•  Dissolved oxygen level maintained

•  Residence/detention time

•  Depth of sludge

•  Mixing procedures

•  Duration and type of storage (e.g.,  aerated vs. nonaerated)

Climate
•  Ambient seasonal temperature range

•  Precipitation

•  Humidity
                                                          67

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     The application should include a description of how the
 process parameters are monitored, as well as process uniformity
 and reliability. Actual monitoring data should be provided
 whenever appropriate.
 Description of treated Sewage Sludge
     The type of treated sludge should be described, as well as
 the sludge monitoring program for pathogens (if there is one).
 How and when are samples taken? What is analyzed for? What
 are the results? How long has this program been in operation?
 Sampling Technique(s)
     The PEC will evaluate the representativeness of the sam-
 ples and the adequacy of the sampling techniques. For a rec-
 ommendation of  national PFRP  equivalency, samples  of
 untreated and treated sludge are usually needed (see Sections
 11.3, 4.6, and 7.4). The sampling points should correspond to
 the beginning and end of the treatment process as defined pre-
 viously under Process Description, above. Chapters 7 and 8
 provide  guidance  on sampling. Samples should be  repre-
 sentative of the sewage sludge hi terms of location of collection
 within the sludge pile or batch. The samples taken should in-
 clude samples from treatment under the least favorable operat-
 ing  conditions that  are  likely to  occur (e.g., wintertime).
 Information should be provided on:

 • Where the samples were collected from within the sewage
   sludge mass. (If samples were taken from a pile, include a
   schematic of the pile and indicate where the  subsamples
   were taken.)

 • Date and time the samples were collected. Discuss how this
   timing relates to important process parameters (e.g., turning
   over, beginning of drying).

 • Sampling method used.

 • How any composite samples were compiled.

 • Total solids of each sample.

 * Ambient temperature at time of sampling.

 • Temperature of sample at time of sampling.

 • Sample handling, preservation, packaging, and transporta-
   tion procedures.

 • The amount of time  that elapsed between sampling and
   analysis.
Analytical Methods
    Identify the analytical techniques used and the labora-
tory(s) performing the analysis.
Analytical Results
    The analytical results should be summarized, preferably in
tabular form. A discussion of the results  and a summary  of
major conclusions should be provided. Where appropriate, the
results should be graphically displayed. Copies of original data
should be provided in an appendix.


Quality Assurance
    The application  should describe how the quality of the
analytical data have been ensured. Subjects appropriate to ad-
dress are: why the samples are representative; the quality as-
surance program; the qualifications of the in-house or contract
laboratory used; and the rationale for selecting the  sampling
technique.


Rationale for Why Process Should Be Determined
Equivalent
    Finally, the application should describe why, in the appli-
cant's opinion, the process qualifies for PSRP or PFRP equiva-
lency. For example, it may be appropriate to describe or review
particular aspects of  the process  that contribute to pathogen
reduction, and why the process is expected to operate consis-
tently. Complete references should be provided for  any  data
cited. Applications for a recommendation  of national equiva-
lency should discuss why the process effectiveness is expected
to be independent of the location of operation.


Appendices
    A copy of the complete laboratory report(s) for any sam-
pling and analytical data should be attached as an appendix.
Any important supporting literature references should also be
included as appendices.


11.6  Examples of Recommendations
    Tables 4-3 and 5-2 list processes that the PEC has recom-
mended as equivalent to PSRP or PFRP.  Two of these proc-
esses  are discussed below.
Raising Sewage Sludge pH Using an Alternative
Chemical
    The PEC evaluated a treatment process used by a Texas-
based company for recommendation as equivalent to PSRP. The
process was similar to lime stabilization except that cement kiln
dust was used instead of lime to raise sewage sludge pH. The
data provided by the applicant showed that the process reliably
raised sludge pH to greater than 12 for at  least 2 hours, so the
PEC recommended that the process be determined equivalent
to PSRP.
Use of a Chemical to Generate Heat During
"Composting"
    The Scarborough Sanitary District in Maine requested rec-
ommendation of its sewage sludge treatment process as a PFRP.
The process was described as composting using fly ash as a
                                                        68

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bulking agent. The applicant provided time and temperature
data demonstrating that the piles reached temperatures of 60°C
to 70°C (140°F to 158°F) within 24 hours and maintained this
temperature range for up to 14 days. The process exceeded the
PFRP requirements for static aerated pile composting. How-
ever, the PEC found that the process might not in fact be a
composting process since it worked by  adding an inorganic
agent (fly ash) that produced high temperatures. The regulatory
requirements for composting were based on the generation of
heat by the biological processes that occur when an organic
bulking agent is used. Thus, a determination of equivalency was
necessary.

    The applicant provided information on the location of the
samples from the compost pile, so that the PEC could determine
that sufficient temperatures were maintained throughout the pile
to provide adequate pathogen destruction. The PEC recommended
that the process be determined equivalent to PFRP because it met
the time/temperature conditions that result in the reduction of
pathogens in sewage sludge to below detectable limits.
                                                         69

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                                                 Chapter 12
                                                 References
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    and wastewater. 18th ed. Washington, DC: American Pub-
    lic Health Association.

ASTM. 1992a. Annual book of ASTM standards. Philadelphia,
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ASTM. 1992b. Standard practice for recovery of viruses from
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    Technology in ASTM (1992a).

Block, C.A.  1965. Methods of soil analysis. Part 2: chemical
    and microbiological properties. Madison, WI: Amer. Soc.
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Bonner, A.B. and D.O. Cliver. 1987. Disinfection of viruses in
    septic tank and holding tank waste by calcium hydroxide
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    ment Project Madison, WI: University of Wisconsin.

Counts, C.A. and A J. Shuckrow. 1975. Lime stabilized sludge:
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    670/2-75-012, pub. U.S. EPA.

Davies, O.L. and P.L. Goldsmith, ed. 1972. Statistical Methods
    in Research and Production. Essex, England: Longman
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EPA.  199_.  POTW  sludge sampling and analysis guidance
    document. 2nd edition. Washington, DC: Office of Waste-
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EPA. 1992. Technical support document for Part 503 pathogen
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    sludge. NTIS No.: PB93-11069. Springfield, VA: National
    Technical Information Service.

EPA. 1989. Technical support document for pathogen reduction
    hi sewage sludge. NTIS No.: PB89-136618. Springfield,
    VA: National Technical Information Service.

EPA. 1988. National sewage sludge survey database. Research
    Triangle Park, NC: National Computer Center.

EPA. 1986. Test methods for evaluating solid waste: method
    9045A,  soil and waste pH, Revision 1, Nov. 1990. Wash-
    ington, DC:  Office of Solid Waste and Emergency Re-
    sponse, U.S.  EPA. (avail. U.S. Supt. of Documents).

EPA.  1985. Health effects of land  application of municipal
    sludge. EPA Pub. No. 600/1-85/015. Research Triangle
    Park, NC: EPA Health Effects Research Laboratory.

EPA. 1984. EPA policy on municipal sludge management. Fed-
    eral Register 49:24358, June 12, 1984.

EPA. 1980. Samplers and sampling  procedures for hazardous
    waste streams. Report No.: EPA/600/2-80/018. Cincinnati,
    OH: Municipal Environmental Research Laboratory.

EPA.  1979. Process design manual  for sludge treatment and
    disposal.  Report No.: EPA/625/1-79/001. Cincinnati, OH:
    Water Engineering Research Laboratory and Center for
    Environmental Research Information.

Farrell, J.B. 1992. "Fecal pathogen control during composting,"
    presented at  International Composting Research Sympo-
    sium, Columbus, OH, May 27-29  (1992). Proceedings to
    be published by Ohio State University.

Farrell, J.B. and V. Bhide.  1993. New methods to quantify
    vector attraction reduction of wastewater sludges. To be
    published.

Farrell, J.B., B.V. Salotto and A.D. Venosa. 1990. Reduction in
    bacterial densities of wastewater solids by three secondary
    treatment processes. Res. J. WPCF 62(2):177-184.

Farrell, J.B., G. Stern, and A.D. Venosa. 1985. Microbial de-
    structions achieved by  full-scale  anaerobic digestion.
    Workshop on Control of Sludge Pathogens, Series IV. Al-
    exandria, VA: Water Pollution Control Federation.

Farrell, J.B., I.E. Smith, Jr., S.W. Hathaway, and R.B. Dean.
    1974. Lime  stabilization of primary sludges. J.  WPCF
    46(1):113-122.

Fisher, W.J. 1984.  Calculation of volatile solids destruction
    during sludge digestion, pp. 514-528 in Bruce, A., ed. Sew-
    age sludge stabilization  and disinfection.  Published for
    water Research Centre. Chichester, England: E. Harwood,
    Ltd.
                                                       71

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Fox, C.J., P.R. Fitzgerald, and C. Lue-Hing.  1981.  Sewage
    organisms: a color atlas. Metropolitan Water Reclamation
    District of Greater Chicago, Chicago, Illinois. (Photos in
    Chapter 2 reproduced with permission of the Metropolitan
    Water Reclamation District of Greater Chicago.)

Goyal, S.M., S.A.  Schaub, F.M. Wellings, D. Berman, J.S.
    Glass, C.J. Hurst, D.A. Brashear, C.A. Sorber, B.E. Moore,
    G. Bitton, P.H.  Gibbs, and S.R. Farrah. 1984. Round robin
    investigation of methods for recovering human enteric vi-
    ruses from  sludge. Applied &  Environ. Microbiology
    48:531-538.

Helsel, D.R. 1990.  Less than obvious: statistical treatment of
    data below the  detection  limit. Envir.  Sci.  Technol.
    24(12):1767-1774.

Jakubowski, W. 1988. Ascaris ova survival in land application
    conditions. U.S.  EPA Administrator's Item Deliverable
    2799 (May, 1988). Unpublished.

Keith, L.H., ed. 1988. Principles of Environmental Sampling.
    American Chemical Society.

Kenner, B.A. and H.P. Clark. 1974. Detection and enumeration
    of Salmonella  and Pseudomonas aeruginosa. J. WPCF
    46(9):2163-71.

Kent, R.T. and KJE. Payne. 1988. Sampling groundwater moni-
    toring wells: Special quality assurance and quality control
    considerations, pp. 231-246 in Keith, L.H., Principles of
    environmental sampling. American Chemical Society.

Kowal, NJF. 1985. Health effects of land application of munici-
    pal sludge. Pub. No.:  EPA/600/1-85/015. Research Trian-
    gle  Park,  NC:   U.S.  EPA Health Effects  Research
    Laboratory.

Lee, K.M., C.A. Brunner, J.B. Farrell, and A.E. Eralp.  1989.
    Destruction of enteric bacteria and viruses during two-
    phase digestion. J. WPCF 61(8):1422-1429.
Martin, J.H., Jr., H.E. Bostian, and G. Stern. 1990. Reductions
    of enteric microorganisms during aerobic sludge digestion.
    Wat. Res. 24(11):1377-1385.

Newman, M.C. and P.M. Dixon.  1990. UNCENSOR: A pro-
    gram to estimate means and  standard deviations for data
    sets  with below detection limit observations. Am. Envir.
    Laboratory 2(2):26-30.

Reimers, R.S., M.D. Little, T.G. Akers, W.D. Henriques, R.C.
    Badeaux, D.B. McDonnell, and K.K. Mbela. 1989. Persist-
    ence of pathogens in lagoon-stored sludge.  Rept.  No.
    EPA/600/2-89/015 (NTIS No. PB89-190359/AS). Cincin-
    nati, OH: U.S. EPA Risk Reduction Engineering Labora-
    tory.

Ronner, A.B. and D.O. Cliver. 1987. Disinfection of viruses in
    septic tank and holding tank waste by calcium hydroxide
    (Lime). Unpublished report, Small Scale Waste Manage-
    ment Project. Madison, WI: University of Wisconsin.

Sobsey, M.D., and P.A. Shields.  1987. Survival and transport
    of viruses in soils: Model studies, pp. 155-177 in V.C. Rao
    and  J.L.  Melnick, eds.  Human viruses in  sediments,
    sludges, and soils. Boca Raton, FL: CRC Press.

Sorber, C.A., and B.E. Moore. 1986. Survival and transport of
    pathogens hi sludge-amended soil, a critical literature re-
    view. Report No.: EPA/600/2-87/028. Cincinnati, OH: Of-
    fice of Research and Development.

Whittington, W.A., and E. Johnson. 1985. Application of 40
    CER Part 257 regulations to pathogen reduction preceding
    land application of sewage sludge or septic tank pumpings.
    Memorandum to EPA Water Division Directors. U.S. EPA
    Office of Municipal Pollution Control, November 6.

Yanko, W.A. 1987. Occurrence of pathogens in distribution and
    marketing municipal sludges. Report  No.:  EPA/600/1-
    87/014. (NTIS PB88-154273/AS.) Springfield, VA:  Na-
    tional Technical Information Service.
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                                              Appendix A
          EPA Regional and State Sludge Coordinators1 and Map of EPA Regions
REGIONAL SLUDGE COORDINATORS
Thelma Hamilton
U.S. EPA - Region I
Municipal Facilities Branch (WMT-2111)
Water Management Division
John F. Kennedy Federal Building, Room 2103
Boston, MA 02203
617-565-3564; fax 617-565-4940
Alia Roufaeal
U.S. EPA - Region H
Water Management Division
26 Federal Plaza, Room 837
New York, NY 10278
212-264-8663; fax 212-264-9597
Stephanie Kordzi
U.S. EPA - Region VI
Water Management Division
Allied Bank Tower at Fountain Place
1445 Ross Avenue
Dallas, TX 75202-2733
214-655-7175; fax 214-655-6490
John Dunn
U.S. EPA - Region VJJ.
Construction Grants Branch
Water Management Division
726 Minnesota Avenue
Kansas City, KS 66101
913-551-7594; fax 913-551-7765
Ann Carkhuff
U.S. EPA - Region HI
Water Management Division (3WM53)
841 Chestnut Street
Philadelphia, PA 19107
215-597-9406; fax 215-597-8541


Vince Miller
U.S. EPA-Region IV
Technology Transfer Unit
Water Management Division
345 Courtland Street
Atlanta, GA 30365
404-347-2391; fax 404-347-3269


John Colletti
U.S. EPA - Region V
Water Division
Technology Section (5WQP-16J)
77 West Jackson Boulevard
Chicago, EL 60604
312-886-6106; fax 312-886-7804
'As of December 1992.
Bob Brobst
U.S. EPA - Region VIE
Water Management Division/Municipal
Facilities Branch
999 18th Street, Suite 50-0
Denver, CO 80202-2413
303-293-1627; fax 303-294-1386
Lauren Fondahl
U.S. EPA-Region DC
Pretreatment Permits and Compliance
Water Management Division
75 Hawthorne Street (W-5-2)
San Francisco, CA 94105
415-744-1909; fax 415-744-1235
Laura Felten (WD-134)
U.S. EPA - Region X
Municipal Facilities Branch
1200 Sixth Avenue
Seattle, WA 98101
206-553-1647; fax 206-553-0165
                                                    73'

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                                                                                            [Boston
                                                                                           New York
                                                                                         Philadelphia
                                                                      VIRGIN ISLANDS
                                                                      PUERTO RICO
Figure A-1. EPA Regions.

STATE SLUDGE COORDINATORS2
Region 1
Connecticut
Warren Herzig
Department of Environmental Protection
Water Compliance Unit
122 Washington Street
Hartford, CT 06106
203-566-2154
Maine
Brian Kavannah/Steven Page
Department of Environmental Protection
Bureau of Solid Waste Management
State House, Station 17
Augusta, ME 04333
207-582-8740
JA« of December 1992.
Massachusetts
Dennis Dunn
Department of Environmental Protection
Division of Water Pollution Control
1 Winter Street
Boston, MA 02108
617-556-1130
New Hampshire
Selena Makofsky, Supervisor
Water Supply and Pollution Control Division
Department of Environmental Services
Sludge and Septage Management Section
P.O. Box 95
6 Hazen Drive
Concord, NH 03301
603-271-3398
Rhode Island
Chris Campbell, Senior Environmental Planner
Department of Environmental Management
Division of Water Resources
291 Promenade Street
Providence, RI 02908-5657
401-277-3961
                                                     74

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Vermont

George Desch, Chief
Residuals Management Section
Department of Environmental Conservation
Building 9 South
103 South Main Street
Waterbury, VT 05676
802-244-8744
Region 2
New Jersey

Mary Jo M. Aiello, Chief
Bureau of Pretreatment and Residuals
Wastewater Facilities Regulation Program (CN-029)
Department of Environmental Protection
Trenton, NJ 08625-0029
609-633-3823
New York

Ed Dasatti, Supervisor
Residuals Management Section
Division of Solid Waste
Department of Environmental Conservation
50 Wolf Road
Albany, NY 12233-4013
518-457-2051
Puerto Rico
Tomas Rivera, Director
Water Quality Area
Environmental Quality Board
P.O. Box 11488
Santurce, Puerto Rico 00916
809-767-8073
Region 3


Delaware
Ronald E. Graeber
Department of Natural Resources and
Environmental Control
Division of Water Resources
Waste Utilization Program
P.O. Box 1401
89 Kings Highway
Dover, DE 19903
302-736-5731
District of Columbia
James R. Collier
DCRA Environmental Control Division
Water Hygiene Branch
5010 Overlook Avenue, SW.
Washington, D.C. 20037
202-404-1120
Maryland
Simin Tirgari, Chief
Solid Waste Program
Sewage Sludge Compliance
Department of the Environment
2500 Broening Highway
Baltimore, MD 21224
301-631-3318
Pennsylvania
Stephen Socash
Municipal & Residual Waste Permits Section
Bureau of Waste Management
P.O. Box 2063
Harrisburg, PA 17120
717-787-1749
 Virginia
 Cal M. Sawyer, Director
 Division of Wastewater Engineering
 Department of Health
 109 Governor Street, Room 927
 Richmond, VA 23219
 804-786-1755
 Virgin Islands

 Leonard G. Reed, Jr., Assistant Director
 Environmental Protection Division
 Department of Planning and Natural Resources
 45 ANisky, Suite 231
 St. Thomas, VT 00802
 809-774-3320
 West Virginia
 Clifton Browning
 Department of Commerce, Labor &
 Environmental Protection
 Division of Environmental Protection
 1201 Greenbrier Street
 Charleston, WV 25311
 304-348-2108
                                                       75

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 Martin Ferguson
 Office of Water Resources Management
 State Water Control Board
 2111 North Hamilton Street
 Richmond, VA 23230
 804-367-6136
 Mississippi
 Glen Odoms
 Department of Environmental Quality
 Office of Pollution Control
 P.O. Box 10385
 Jackson, MS 39289-0385
 601-961-5159
 Region 4
Alabama
Cliff Evans, Environmental Engineer
Water Division
Municipal Waste Branch
Department of Environmental Management
1751 Congressman W.L. Dickinson Drive
Montgomery, AL 36130
205-271-7816
Florida
Julie Gissendanner
Bureau of Water Facilities Planning & Regulation
Domestic Waste Section
Department of Environmental Regulation
Twin Towers Office Building
2600 Blairstone Road
Tallahassee, FL 32399-2400
904-488-4524
Georgia
Mike Stevens
Department of Natural Resources
Municipal Permitting Program
4244 International Parkway, Suite 110
Atlanta, GA 30354
404-362-2680
KentucJty
Arthur S. Curtis, Jr.
Division of Water
Ft. Boone Plaza
18 Reilly Road
Frankfort, KY 40601
502-564-3410

MarkCrim
Division of Waste Management
Ft. Boone Plaza
18 Reilly Road
Frankfort, KY 40601
502-564-6716
North Carolina
Dennis Ramsey
Water Quality Section
Division of Environmental Management
P.O. Box 29535
512 No. Salisbury Street
Raleigh, NC 27626-0535
919-733-5083
South Carolina
Jeffrey DeBessonet
Domestic Wastewater Division
Bureau of Water Pollution Control
Department of Health and Environmental Control
2600 Bull Street
Columbia, SC 29201
803-734-5300

Mike Montebello
Domestic Wastewater Division
Bureau of Water Pollution Control
Department of Health and Environmental Control
2600 Bull Street
Columbia, SC 29201
803-734-5226
Tennessee
Roger Lemasters, Bio-Solids Coordinator
Division of Water Pollution Control
Department of Health & Environment
L & C Annex
401 Church Street
Nashville, TN 37243-1534
615-532-0649
Region 5



Illinois
Al Keller
Environmental Protection Agency
2200 Churchill Road
Springfield, JJL 62706
217-782-0610
                                                      76

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Indiana
Dennis Lassiter, Supervisor
Land Application Group
Office of Water Management
Department of Environmental Management
105 South Meridian
Indianapolis, IN 46206
317-232-8732
Michigan
Bob Deatrick
Waste Characterization Unit
Waste Management Division
Department of Natural Resources
John A. Hanna Building
P.O. Box 30241
Lansing, MI 48909
517-373-8411
Minnesota
Jorja A. DuFresne
Land Treatment Team
Municipal Section
Water Quality Division
Pollution Control Agency
520 Lafayette Road
St. Paul, MN 55155
612-296-9292
Region 6


Arkansas
Jamal Solaimanian
Department of Pollution Control & Ecology
P.O. Box 9583
Little Rock, AR 72219
501-562-7444

Bob Makin
Division of Engineering
Bureau of Environmental Health Services
Department of Health
Division of Engineering (MS 37)
4815 Markham
Little Rock, AR 72201
501-661-2623
Louisiana
Ken Fledderman
Construction Grants Unit
Department of Environmental Quality
11720 Airline Highway
Baton Rouge, LA 70814
504-295-8900

Hoa Van Nguyen
Solid Waste Division
Department of Environmental Quality
P.O. Box 44307
Baton Rouge, LA 70804
504-765-0249
Ohio
Paul Novak, Chief
Permits Section
Division of Water Pollution Control
P.O. Box 1049
1800 Water Mark Drive
Columbus, OH 43266-0149.
614-644-2001
Wisconsin
John Melby
Department of Natural Resources
P.O. Box 7921
Madison, WI 53707
608-267-7666
Robert Steindorf
Department of Natural Resources
P.O. Box 7921
Madison, WI 53707
608-266-0449
New Mexico
Arun Dhawan
Environment Department
1190 St. Francis Drive
Santa Fe, MM 87503
505-827-2811
Oklahoma
David Hardgrave/Danny Hodges
State Department of Health
P.O. Box 53551
1000 N.E.  10th Street
Oklahoma City, OK 73152
405-271-5205
Texas
Louis Herrin
Construction Grants Division
Water Commission
P.O. Box 13087 - Capital Station
Austin, TX 78711-3087
512-463-1087
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Region 7
Iowa
Darrell McAllister, Chief
Surface and Groundwater Protection Bureau
Department of Natural Resources
Wallace Building
900 East Grand Avenue
Des Moines, IW 50309
515-281-8869
Kansas
Rodney Geisler
Forbes Held
Department of Health & Environment
Topeka, KS 66620
913-296-5527
Missouri
Ken Arnold
Water Pollution Control Program
Department of Natural Resources
P.O. Box 176
Jefferson City, MO 65102
314-751-6624
Nebraska
Rudy Fielder
Water Quality Division
Department of Environmental Control
P.O. Box 98922
Statehouse Station
Lincoln, NB 68509-8922
402-471-4239
Region 8
Colorado
Phil Hegeman
Water Quality Control Division
Department of Health
4210 East llth Avenue
Denver, CO 80220
303-692-3598
North Dakota
Sheila McClenathan
Division of Water Supply and Pollution Control
Department of Health
1200 Missouri Avenue
Bismark, ND 58505
701-221-5210
South Dakota
Bill Geyer
Division of Water Quality
Department of Water & Natural Resources
Joe Foss Building
523 East Capitol
Pierre, SD 57501-3181
605-773-3151
Utah
Paul Krautl
Bureau of Water Pollution Control
P.O. Box 16690
Salt Lake City, UT 84116-0690
801-538-6146
Wyoming
Larry Robinson
Water Quality Division
Department of Environmental Quality
Herschler Building, 4th floor West
122 West 25th Street
Cheyenne, WY 82002
307-777-7075
                                                         Region 9
Arizona
Krista Gooch
Solid Waste Unit, Room 402
Office of Waste Programs
Department of Environmental Quality
2501 North Fourth Street, Suite 14
Flagstaff, AZ 86004-3770
602-773-9285
Montana
Scott Anderson
Water Quality Bureau
Department of Health & Environmental Sciences
Cogswell Building (A-206)
Helena, MT 59620
406-444-2406
California
Steve Austrheim-Smith
Special Waste Section
Integrated Waste Management Board
8800 Cal Centre Drive
Sacramento, CA 95826
916-255-2343
                                                      78

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Ron Duff, Chief
Regulatory Unit
Division of Water Quality
State Water Resources Control Board
P.O. Box 944213
Sacramento, CA 94244-2130
916-675-0775
Idaho
Martin Bauer, Chief
Construction Permits Bureau
Division of Environmental Quality
Department of Health and Welfare
1410 North Hilton
Boise, ID 83706
208-334-5898
Hawaii
Dennis Tulang, Chief
Wastewater Treatment Works
Construction Grants Branch
Department of Health
P.O. Box 3378
633 Halekauwila Street, 2nd Floor
Honolulu, ffl 96813
808-548-6769
Nevada

Jim Williams, Chief
Bureau of Water Pollution Control
Department of Conservation and Natural
Resources
Division of Environmental Protection
Capitol Complex
333 West Nye Lane
Carson City, NV 89710
702-687-5870
Jerry Yoder
Construction Permits Bureau
Division of Environmental Quality
Department of Health and Welfare
1410 North Hilton
Boise, ID 83706
208-334-5866
Oregon
Mark Ronayne
Sludge Program Coordinator
Municipal Wastewater Section
Department of Environmental Quality
811 S.W. Sixth Avenue
Portland, OR 97204
503-229-6442

Mike Downs, Administrator
Water Quality Division
Department of Environmental Quality
811 S.W. Sixth Avenue
Portland, OR 97204   '
503-229-6099
Region 10
Alaska
Deena Henkins, Chief
Wastewater and Water Treatment Section
Department of Environmental Conservation
410 Willoughby Avenue
Juneau, AK 99801
907-465-5312
Washington
Kyle Dorsey, Biosolids Coordinator
Ecology Solid Waste Program
Rowe 6 - Building 4
4224 Sixth Avenue SE
Olympia, WA 98404-8711
206-459-6307

Tom Eaton, Manager
Ecology Solid & Hazardous Waste Program
Rowe 6 - Building 4
4224 Sixth Avenue
Olympia, WA 98404-8711
206-459-6316
                                                       79

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                                                  Appendix B
                                Sufopart D of the Part 503 Regulation
 9398     Federal Register / Vol. 58, No.  32 / Friday, February 19, 1993  /  Rules and Regulations
Subpart D—Pathogens and Vector
Attraction Reduction

§503.30  Scope.
  (a) This subpart contains the
requirements for a sewage sludge to be
classified either Class A or Class B with
respect to pathogens.
  (b) This subpart contains the site
restrictions for land on which a Class B
sewage sludge is applied.
  (c) This siibpart contains the pathogen
requirements for domestic septage
applied to agricultural land, forest, or a
reclamation site.
  (d) This subpart contains alternative
vector attraction reduction requirements
for sewage sludge that is applied to the
land or placed on a surface disposal site.

S 503.31  Special definition*.
  (a) Aerobic digestion is the
biochemical decomposition of organic
matter in sewage sludge into carbon
dioxide and water by microorganisms in
the presence of air.
  (b) Anaerobic digestion  is the
biochemical decomposition of organic
matter in sewage  sludge into methane
gas and carbon dioxide by
microorganisms in the absence of air.
  (c) Density of microorganisms is the
number of microorganisms per unit
mass-of total solids (dry weight) in the
sewage sludge.
  (d) Land with a high potential for
public exposure is land that the public
uses frequently. This includes, but is
not limited to, a public contact site and
a reclamation site located in a populated
area (e.g, a construction site located in
a city).
  (e) Land with a low potential for
public exposure is land that the public
uses infrequently. This includes, but is
not limited to, agricultural land, forest,
and a reclamation site  located in an
unpopulated area (e.g., a strip mine
located in a rural area).
  (f) Pathogenic organisms are disease-
causing organisms. These include, but
are not limited to, certain bacteria,
protozoa, viruses, and  viable helminth
ova.
  (g) pH means the logarithm of the
reciprocal of the  hydrogen  ion
concentration.
  (h) Specific oxygen uptake rate
(SOUR) is the mass of oxygen consumed
per unit time per unit mass of total
solids (dry weight basis) in the sewage
sludge.
  (i) Total solids are the materials in
sewage sludge that remain as residue
when the sewage sludge is dried at 103
to 105 degrees Celsius.
  (j) Unstabilized solids are organic
materials in sewage sludge that have not
been treated in either an aerobic or
anaerobic treatment process.
  (k) Vector attraction is the
characteristic of sewage sludge that
attracts rodents, flies, mosquitos, or
other organisms capable of transporting
infectious agents.
  (1) Volatile solids is the amount of the
total solids in sewage sludge lost when
the sewage sludge is combusted at 550
degrees Celsius in the presence of
excess air.
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           Federal Register / Vol. 58, No.  32 / Friday, February 19, 1993 / Rules  and Regulations     9399
5503.32  P«thosj9n«.
  (a) Sewage sludge—Class A. (1) The
requirement in § 503.32(a)(2] and the
requirements in either § 503.32(a)(3).
(aU4j. (a){5). (a)(6). (a){7). or (a)(8) shall
bo met for a sewage sludge to be
classified Class A with respect to
pathogens.
  (2) The Class A pathogen
requirements in §503.32 (a)(3) through
(a){8) shall be met either prior to
meeting or at the same time the vector
attraction reduction requirements in
§ 503.33, except the vector attraction
reduction requirements in  § 503.33
(10(0) through (b)(8), are met.
  (3) Class A—Alternative 1. (i) Either
the density of fecal coliform in the
sewage sludge shall be loss than 1000
Most Probable Number per gram of total
solids (dry weight basis), or the density
of Salmonella sp. bacteria in the sewage
sludge shall bo less than three Most
Probable Number per four grams of total
solids (dry weight oasis) at the time the
sewage sludge is used or disposed; at
(he time the sewage sludge Is prepared
for sale or give away in a oag or other
container for application to the land; or
at the time the sewage sludge or
material derived from sewage sludge is
prepared to meet the requirements in
§ 503.10 (b).(c), (e). or (f).
  (i!) The temperature of the sewage
sludge that is used or disposed shall be
maintained at a specific value for a
period of time.
  (A) When the percent solids of the
sewage sludge is seven percent or
higher, the temperature of the sewage
sludge shall bo 50 degrees Celsius or
higher; the time period shall be 20
minutes or longer; and the  temperature
and time period shall be determined
using equation (2), except when small
particles of sewage sludge are heated by
either warmed gases or on immiscible
liquid.
       131,700.000
                    Eq.(2)
Whore,
Dstimo In days.
Utompcraturo In degrees Celsius.
  (B) When the percent solids of the
sewage sludge is seven percent or higher
and small particles of sewage sludge are
heated by either warmed gases or an
immiscible liquid, the temperature of
the sewage sludge shall be 50 degrees
Celsius or higher; the time period shall
bo 15 seconds or longer; and the
temperature and time period shall be
determined using equation (2).
  (C) When the percent solids of the
suwogo sludge is less than seven percent
and the time period is at least 15
seconds, but less than 30 minutes, the
temperature and time period shall be
determined using equation (2).
  (D) When the percent solids of the
sewage sludge is less than seven
percent; the temperature of the sewage
sludge is 50 degrees Celsius or higher;
and the time period is 30 minutes or
longer, the temperature and time period
shall be determined using equation (3).
        50,070,000

         ] 00.1400,
Eq. (3)
Whore.
D=tlmo In days.
t=tomperature in degrees Celsius.
  (4) Class A—Alternative 2. (i) Either
the density of fecal coliform in the
sewage sludge shall be less than 1000
Most Probable Number per gram of total
solids (dry weight ba^is), or the density
of Salmonella sp. bacteria in the sewage
sludge shall be less than three Most
Probable Number per four grains of total
solids (dry weight basis) at the time the
sewage sludge is used or disposed; at
the time the sewage sludge is prepared
for sale or give away in a bag or other
container for application to the land; or
at the time the sewage sludge or
material derived from sewage sludge is
prepared to meet the requirements in
§ 503.10 (b), (c), (e), or (f).
  (ii) (A) The pH of the sewage sludge
that is used or disposed shall be raised
to above 12 and shall remain above 12
for 72 hours.
  (B) The temperature of the sewage
sludge shall be above 52 degrees Celsius
for 12 hours or longer during the period
that the pH of the sewage sludge is
above 12.
  (C) At the end  of the 72 hour period
during which the pH  of the sewage
sludge is above 12, the sewage sludge
shall be air dried to achieve a percent
solids in the sewage sludge greater than
50 percent.
  (5) Class A—Alternative 3. (i) Either
the  density of fecal coliform in the
sewage sludge shall be less than 1000
Most Probable Number per gram of total
solids (dry weight basis), or the density
of Salmonella sp. bacteria in sewage
sludge shall be less than three Most
Probable Number per four grains of total
solids (dry weight basis) at the time the
sewage sludge is used or disposed; at
the time the sewage sludge is prepared
for sale or give away in a bag or other
container for application to the land;  or
at the time the sewage sludge or
material derived  from sewage sludge  is
prepared  to meet the requirements in
§ 503.10 (b), (c), (e), or(f).
  (ii) (A) The  sewage sludge shall be
analyzed  prior to pathogen treatment to
determine whether Use sewage sludge
contains enteric viruses.
  (B) When the density of enteric
vinises in the sewage sludge prior to
pathogen treatment is less than one
Plaque-forming Unit per four grams of
total solids (dry weight basis), the
sewage sludge is Class A with respect to
enteric viruses until the next monitoring
episode for the sewage sludge.
  (C) When the density of enteric
viruses in the sewage sludge prior to
pathogen treatment is equal to or greater
than one Plaque-forming Unit per four
grains of total solids (dry weight basis),
the sewage sludge is Class A with
respect to enteric viruses when the
density of enteric viruses in the sewage
sludge after pathogen treatment is less
than one Plaque-forming Unit per four
grams of total solids (dry weight basis)
and when the values or ranges of values
for the operating parameters for the
pathogen treatment process that
produces the sewage sludge that meets
the enteric virus density requirement
are documented,
  (D) After the enteric virus reduction
in paragraph (a)(5)(ii)(C) of this section
is demonstrated for the pathogen
treatment process, the sewage sludge
continues to be Class A with respect to
enteric viruses when the values for the
pathogen treatment process operating
parameters are consistent with the
values or ranges of values documented
in paragraph (a)(5)(ii)(C) of this section.
  (iii)(A) The sewage sludge shall be
analyzed prior to pathogen treatment to
determine whether the sewage sludge
contains viable helminth ova.
  (B) When the density of viable
helminth ova in the sewage sludge prior
to pathogen treatment is lass than one
per four grams of total solids (dry
weight basis), the sewage sludge is Class
A with respect to viable helminth ova
until the next monitoring episode for
the sewage sludge.
  (C) When the density of viable
helminth ova in the sewage sludge prior
to pathogen treatment is equal to or
greater than one per four grams of total
solids (dry weight basis), the sewage
sludge is Class A with respect to viable
helminth ova when the density of viable
helminth ova in the sewage sludge after
pathogen treatment is less than one par
four grams of total solids (dry weight
basis) and when the values or ranges of
values  for the operating parameters for
the pathogen treatment process that
produces the sewage sludge that meats
the viable helminth ova density
requirement era documented.
  (D) After the viable helminth ova
reduction in paragraph (a)(5)(iii)(C) of
this section is demonstrated for the
pathogen treatment procuss, the sewage
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9400      Federal  Register / Vol. 58, No.  32 / Friday, February  19,  1993 / Rules and Regulations
sludge continues to be Class A with
respect to viable helminth ova when the
values for the pathogen treatment
process operating parameters are
consistent with the values or ranges of
values documented in paragraph
(a)(5)(iii)(C) of this section.
  (6) Class A—Alternative 4. (i) Either
the density of fecnl coliform in the
sewage sludge shall be less than 1000
Most Probable Number per gram of total
solids (dry weight basis), or the density
of Salmonella so. bacteria in the sewage
sludge shall be less than three Most
Probable Number per four grams of total
solids (dry weight basis) at the time the
sewage sludge is used or disposed; at
tlio time the sewage sludge is prepared
for sale or give away in a bag or other
container for application to the land; or
nt the time the sewage sludge or
material derived from sewage sludge is
prepared to meet the requirements in
§ 503.10 (b), (cj, (e), or (f).
  (ii) The density of enteric viruses in
the sewage sludge shall be less than one
Plaque-forming Unit per four grams of
total solids (dry weight basis) at the time
the sewage sludge is used or disposed;
at the time the sewage sludge is
prepared for sale or give away in a bag
or other container for application to the
land; or at the time the sewage sludge
or material derived from sewage sludge
is prepared to moot the requirements in
§ 503.10 (b), (c), (e), or (f), unless
otherwise specified by the permitting
authority.
  (iii) The density of viable helminth
ova in the sewage sludge shall be less
than one per four grams of total solids
(dry weight basis) at the time the sewage
sludge is used or disposed; at the time
the sewage sludge is prepared for sale or
give away in a bag or other container for
application to the land; or at the time
the sewage sludge or material derived
from sewage sludge is prepared to meet
the requirements in §503.10 (b), (c), (e),
or (0, unless otherwise specified by the
permitting authority.
  (7) Class A—Alternative 5. (i) Either
She density of fecal coliform in the
sewage sludge shall ho less than 1000
Most Probable Number per gram of total
solids (dry weight basis), or the density
of Salmonella, sp. bacteria in the sewage
sludge shall be less than three Most
Probable Number per four grams of total
solids (dry weight basis) at the time the
sewage sludge is used or disposed; at
the time the sewage sludge is prepared
for sale or given away in a bag or other
container for application to the land; or
at the time the sewage sludge or
material derived from sewage sludge is
prepared to meet the requirements in
§503.10(b), (c), (o).or(f).
  (ii) Sewage sludge that is used or
disposed shall be treated in one of the
Processes to Further Reduce Pathogens
described in appendix B of this part.
  (8) Class A—Alternative 6. (i) Either
the density of fecal coliform in the
sewage sludge shall be less than 1000
Most Probable Number per gram of total
solids (dry weight basis), or the density
of,Salmonella, sp. bacteria in the sewage
sludge shall be less than three Most
Probable Number per four grams of total
solids (dry weight basis) at the time the
sewage sludge is used or disposed; at
the time the sewage sludge is prepared
for sale or given away in a bag or other
container for application to the land; or
at the time the sewage sludge or
material derived from sewage sludge is
prepared to meet the requirements in
§503,10(b), (c), (e),or(f).
  (ii) Sewage sludge that is used or
disposed shall be treated in a process
that is equivalent to a Process to Further
Reduce Pathogens, as determined by the
permitting authority.
  (b) Sewage sludge—Class B. (l)(i) The
requirements in either § 503.32(b)(2),
(b)(3), or (b)(4) shall be met for a sewage
sludge to be classified Class B with
respect to pathogens.
  (ii) The site restrictions in
§ 503.32(b)(5) shall be met when sewage
sludge that meets the Class B pathogen
requirements in § 503.3Zfb)(2), (b)(3), or
(b)(4) is applied to the land.
  (2) Class B—Alternative 1.
  (i) Seven samples of the sewage
sludge shall be collected at the time the
sewage sludge is used or disposed.
  (ii) The geometric mean of the density
of fecal coliform in the samples
collected in paragraph (b)(2)(i) of this
section shall bo less than either
2,000,000 Most Probable Number per
gram of total solids (dry weight basis) or
2,000,000 Colony Forming Units per
gram of total solids (dry weight basis).
  (3) Class B—Alternative 2. Sewage
sludge that is used or disposed shall be
treated in one of the Processes to
Significantly Reduce Pathogens
described in appendix B of this part.
  (4) Class B—Alternative 3. Sewage
sludge that is used or disposed shall be
treated in a process that is equivalent to
a Process to Significantly Reduce
Pathogens, as determined by the
permitting authority.
  (5) Site Restrictions, (i) Food crops
with harvested parts that touch the
sewage sludge/soil mixture and are
totally above the land surface shall not
bo harvested for 14 months after
application of sewage sludge.
  (ii) Food crops with harvested parts
below the surface of the land shall not
be harvested for 20 months after
application of sewage sludge when the
sewage sludge remains on the land
surface for four months or longer prior
to incorporation into the soil.
  (iii) Food crops with harvested parts
below the surface of the land shall not
be harvested for 38 months after
application of sewage sludge when the
sewage sludge remains on the land
surface for less than four months prior
to incorporation into the soil.
  (iv) Food crops, feed crops, and fiber
crops shall not be harvested for 30 days
after application of sewage sludge.
  (v) Animals shall not be allowed to
graze on the land for 30 days after
application of sewage sludge.
  (vi) Turf grown on land where sewage
sludge is applied shall not he harvested
for one year after application of the
sewage sludge when the harvested turf
is placed on either land with a high
potential for public exposure or a lawn;
unless otherwise specified by the
permitting authority.
  (vii) Public access to land with a high
potential for public exposure shall be
restricted for one year after application
of sewage sludge.
  (viii) Public access to land with a low
potential for public exposure shall be
restricted for 30 days after application of
sewage sludge.
  (c) Domestic septage. (1) The site
restrictions in § 503.32(b)(5) shall be
met when domestic septage is applied to
agricultural land, forest, or a
reclamation site; or
  (2) The pH of domestic septage
applied to agricultural land, forest, or a
reclamation site shall be raised to 12 or
higher by alkali addition  and, without
the addition of more alkali, shall remain
at 12 or higher for 30 minutes and the
site restrictions in § 503.32 (b)(5)(i)
through (b)(5)(iv) shall be met.

§ 503.33  Vector attraction  reduction.
  (a)(l) One of the vector attraction
reduction requirements in § 503.33
(b)(l) through (b)(10) shall be met when
bulk sewage sludge is applied to
agricultural land, forest, a public contact
site, or a  reclamation site.
  (2) One of the vector attraction
reduction requirements in § 503.33
(b)(l) through (b)(8) shall be met when
bulk sewage sludge is applied to a lawn
or a home garden.
  (3) One of the vector attraction
reduction requirements in § 503.33
(b)(l) through (b)(8) shall be met when
sewage sludge is sold or given away in
a bag or other container for application
to the land.
  (4) One of the vector attraction
reduction requirements in § 503.33
(b)(l) through (b)(ll) shall be met when
sewage sludge (cither than domestic
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           Federal Register / Vol. 58, No.  32 / Friday, February 19, 1993 / Rules  and Regulations      9401
soptogo) is placed on on active sewage
sludge unit.
  (5) Ono of the vector attraction
reduction requirements in § 503.33
(b)(9), (b)(10), or (b)(12) shall be mot
whon domestic septage is applied to
ngrlculturnl land, forest, or a
reclamation site and one of the vector
attraction reduction requirements in
§ 503.33 (b){9) through (b)(12) shall be
mot whon domestic septage is placed on
an active sewage sludge unit.
  (b)(l) The mass of volatile solids in
the sewage sludge shall be reduced by
a minimum of 38 percent (sea
calculation procedures in
"Environmental Regulations and
Technology—Control of Pathogens and
Vector Attraction in Sewage Sludge",
EPA-625/R-92/013.1992, U.S.
Environmental Protection Agency,
Cincinnati. Ohio 45268).
  (2) When the 38 percent volatile
solids reduction requirement in
§503.33(b)(l) cannot be met for an
onaoroblcally digested sewage sludge,
vector attraction reduction can  be
demonstrated by digesting a portion of
the previously digested sewage sludge
onneroblcally in the laboratory  in a
bench-scale unit for 40 additional days
til a temperature between 30 and 37
degrees Celsius. When at the end of the
40 days, the volatile solids in the
sewage sludge at the beginning of that
period is reduced by loss than 17
percent, vector attraction  reduction is
achieved.
  (3) When the 38 percent volatile
solids reduction requirement in
§ 503.33(b)(l) cannot be met for an
aoroblcnlly digested sewage sludge,
vector attraction reduction can  be
demonstrated by digesting a portion of
(ho previously digested sewage sludge
that has a percent solids of two percent
or loss aerobically in the laboratory in
a bench-scale unit for 30 additional days
at 20 degrees Celsius. When at the end
of the 30 days, the volatile solids in the
sewage sludge at the beginning of that
period is reduced by loss than 15
percent, vector attraction  reduction is
achieved.
  (4) The specific oxygen uptake rate
(SOUR) for sewage sludge treated in an
aerobic process shell be equal to or less
than 1.5 milligrams of oxygen per hour
per gram of total solids (dry weight
basis) at a temperature of 20 degrees
Celsius.
  (5) Sewage sludge shnll he treated in
an aerobic procnss for 14 days or longer.
During that time, the temperature of the
sewage sludge shall be higher thnn 40
degrees Celsius and the average
temperature of the sewage sludge shall
bo higher than 45  degrees Celsius.
  (6) The pH of sewage sludge shall be
raised to 12 or higher by alkali addition
and, without the addition of more alkali,
shall remain at 12 or higher for two
hours and then at 11.5 or higher for an
additional 22 hours.
  (7) The percent solids of sewage
sludge that does not contain
unstabilized solids generated in a
primary wastewater treatment process
shall be equal to or greater than 75
percent based on the moisture content
and total solids prior to mixing with
other materials.
  (8) The percent solids of sewage
sludge that contains unstabilized solids
generated in a primary wastewater
treatment process shall be equal to or
greater than 90 percent based on the
moisture content and total solids prior
to mixing with other materials.
  (9)(i) Sewage sludge shall be injected
below the surface of the land.
  (II) No significant amount of the
sewage sludge shall be present on the
land surface within one hour after the
sewage sludge is injected.
  (iii) When the sewage sludge that is
injected below the surface of the land  is
Class A with respect to pathogens, the
sewage sludge shall be injected below
the land surface within eight hours after
being discharged from the pathogen
treatment process.
  (I0)(i) Sewage sludge applied to the
land surface or placed on  a surface
disposal site shall be incorporated into
the soil within six hours after
application to or placement on the land.
  (ii) When sewage sludge that is
incorporated into the soil is Class A
with respect to pathogens, the sewage
sludge shall be applied to or placed on
the land within eight hours after being
discharged from the pathogen treatment
process.
  (11) Sewage sludge placed on an
active sewage sludge unit shall be
covered with soil  or other material at
the end of each operating  day.
  (12) The pH of domestic septage shall
be raised to 12 or higher by alkali
addition and, without the addition of
more alkali, shall  remain at 12 or higher
for 30 minutes.
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                                                  Appendix C
                     Determination of Volatile Solids Reduction by Digestion
Introduction
    Under 40 CER Part 503, the ability of sewage sludge to
attract vectors must be reduced when sewage sludge is applied
to the land or placed on a surface disposal site. One way to
reduce vector attraction is to reduce the volatile solids  in the
sewage sludge by 38% or more (see Section 6.2 of this docu-
ment). Typically, volatile solids reduction is accomplished by
anaerobic or aerobic digestion. Volatile solids reduction also
occurs under other circumstances, such as when sewage sludge
is stored in an anaerobic lagoon or is dried on  sand beds. To
give credit for this extra loss in volatile solids,  the regulation
allows the untreated sewage sludge to be compared with the
treated sewage sludge that leaves the treatment works,  which
should account for all of the volatile solids reduction that could
possibly occur. For most processing sequences, the processing
steps downstream from the digester, such as short-term storage
or dewatering, have no influence on volatile solids content.
Consequently, the appropriate comparison is between the sew-
age sludge entering the digester and the sewage sludge leaving
the digester. The remainder of the discussion is  limited to this
circumstance, except for the final section of mis appendix,
which compares incoming  sewage  sludge with the sewage
sludge leaving the treatment works.

    The Part 503 regulation does not  specify  a method for
calculating  volatile solids reduction. Fischer (1984) observed
that the United Kingdom has a similar requirement for volatile
solids reduction for digestion (40%), but also failed to prescribe
a method for calculating volatile solids reduction. Fischer has
provided a comprehensive discussion of the ways that volatile
solids reduction  may be calculated and their h'mitations. He
presents the following equations for determining volatile solids
reduction:

•  Full mass balance equation

•  Approximate mass balance equation

•  "Constant ash" equation

•  Van Kleeck equation

    The full mass balance equation  is the least restricted ap-
proach but requires more information than is currently collected
at a wastewater treatment plant. The approximate mass balance
equation assumes steady state conditions. The "constant ash"
equation requires the assumption  of steady state conditions as
well as the assumption that the ash input rate equals the ash
output rate. The Van Kleeck equation, which is the equation
generally suggested in publications originating in the United
States (WPCF, 1968), is equivalent to the constant ash equation.
Fischer calculates volatile solids reduction using a number of
examples of considerable complexity and illustrates that differ-
ent methods frequently yield different results.

    Fischer's paper is extremely thorough and is highly rec-
ommended for someone trying to develop a deep understanding
of potential complexities in calculating volatile solids reduc-
tion. However, it was not written as a guidance document for
field staff faced with the need to calculate volatile solids reduc-
tion. The nomenclature is precise but so detailed that it makes
comprehension difficult. In addition, two important trouble-
some situations that complicate the calculation of volatile solids
reduction—grit  deposition  in  digesters  and  decantate re-
moval—are not explicitly discussed. Consequently, this  pres-
entation has been prepared to present guidance that describes
the major pitfalls likely to be encountered in calculating percent
volatile solids reduction.

    It is important to note that the calculation of volatile solids
reduction is only as  accurate as  the measurement of volatile
solids content in the sewage sludge. The principal cause of error
is poor sampling. Samples should be representative, covering
the entire charging and withdrawal periods. Averages should
cover extended periods of time during which changes in process
conditions are minimal. For some treatment, it is expected that
periodic checks of volatile solids reduction will produce results
so erratic that no confidence can be placed in them. In this case,
adequacy of  stabilization can be verified by the method de-
scribed under Options 2 and 3 in Chapter 6—periodically batch
digest anaerobically digested sewage sludge for 40 additional
days at  30°C (86°F) to 37°C (99°F), or aerobically digested
sewage sludge for 30 additional days at  20°C (68°F). If the
additional VS reduction is less than 17% for the anaerobically
digested sewage sludge or less than 15% for  the aerobically
digested sewage sludge, the sewage sludge is sufficiently stable
(see Sections  6.3 and 6.4).
Equations for FVSR
    The equations  for  fractional  volatile solids  reduction
(FVSR) that will be discussed below are  the same as those
developed by Fischer (1984), except for omission of his con-
stant ash equation. This equation gives identical results to the
                                                         85

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 Van Kleeck equation so it is not shown. Fischer's nomenclature
 has been avoided or replaced with simpler terms. The material
 balance approaches are called methods rather than equations.
 The material balances are drawn to fit the circumstances. There
 is no need to formalize the method with a rigid set of equations.

     In the derivations and calculations that follow, both VS
 (total volatile solids content of the sewage sludge or decantate
 on a dry solids basis) and FVSR are expressed throughout as
 fractions to avoid the frequent confusion that occurs when these
 terms are expressed as percentages. "Decantate" is used in place
 of the more commonly used "supernatant" to avoid the use of
 4ls"  in subscripts.  Similarly,  "bottoms" is  used  in place of
 "sludge" to avoid use of "s" in subscripts.
Full Mass Balance Method
    The full mass balance method must be used when steady
conditions do not prevail over the tune period chosen for the
calculation. The chosen time period must be substantial, at least
twice the nominal residence time in the digester (nominal resi-
dence time  equals average volume of sludge in  the digester
divided by the average volumetric flow rate. Note: when there
is decantate withdrawal, volume of sewage sludge withdrawn
should be used to calculate the average volumetric flow rate).
The reason for the long time period is to reduce the influence
of short-term fluctuations in sewage sludge flow rates or com-
positions. If input compositions have been relatively constant
for a long period of time, then the time period can be shortened.

    An example where the full mass balance method would be
needed is where an aerobic digester is operated as follows:

•  Started with the digester 1/4 full (time zero)

•  Raw sewage sludge is fed to  the digester daily until the
   digester is full

*  Supernatant is periodically decanted and raw sewage sludge
   is charged into the digester until settling will not occur to
   accommodate daily feeding (hopefully  after enough days
   have passed for adequate digestion)

•  Draw down the digester to about 1/4 full (final time), dis-
   charging  the sewage sludge to sand beds

    The full mass balance is written as follows:

Sum of total volatile solids inputs in feed streams during the
entire digestion period = sum of volatile solids outputs in
withdrawals of decantate and bottoms + loss of volatile sol-
ids H- accumulation of volatile solids in the digester.      (1)

    Loss of volatile solids is calculated from Equation 1. FVSR
is  calculated by Equation 2:
                                                        The accumulation of volatile solids in the digester is the
                                                    final volume in the digester after the drawdown times final
                                                    volatile solids concentration less the initial volume at time zero
                                                    times the initial volatile solids concentration.

                                                        To properly determine FVSR  by the full  mass balance
                                                    method requires determination of all feed and withdrawal vol-
                                                    umes,  initial and final volumes in the digester, and volatile
                                                    solids concentrations in all streams. In some cases, which will
                                                    be presented later, simplifications are possible.
                                                    Approximate Mass Balance Method
                                                        If volumetric inputs and outputs are relatively constant on
                                                    a daily basis, and there is no substantial accumulation of vola-
                                                    tile solids in the digester over the time period of the test, an
                                                    approximate mass balance (AMB) may be used. The basic re-
                                                    lationship is stated simply:
                                                    volatile solids input rate = volatile solids output
                                                    rate + rate of loss of volatile solids.

                                                        The FVSR is given by Equation 2.
                                                            (3)
                                                    No Decantate, No Grit Accumulation (Problem 1)
                                                        Calculation of FVSR is illustrated for Problem 1 in Table
                                                    C-l, which represents a simple situation with no decantate re-
                                                    moval and no grit accumulation. An approximate mass balance
                                                    is applied to the digester operated under constant flow condi-
                                                    tions. Because no decantate is removed, the volumetric flow
                                                    rate of sewage sludge leaving the digester equals the flow rate
                                                    of sewage sludge entering the digester.
                                                        Applying Equations 3 and 2,

                                                    FYf=BYb + loss

                                                    Loss = 100(50-30) = 2000

                                                            Loss
                                                    FVSR =
                                                    FVSR = -
                                                            FY,
                                                              2000
                                                            (100) (50)
                       - = 0.40
                                                     (4)

                                                     (5)


                                                     (6)


                                                     (7)
FVSR =
   loss in volatile solids
sum of volatile solids inputs
(2)
    Nomenclature is given in Table C-l. Note that the calcu-
lation did not require use of the fixed solids concentrations.

    The calculation is so simple that one wonders why it is so
seldom used. One possible reason is that the input and output
volatile solids concentrations (Yf and Yb) typically will show
greater coefficients of variation (standard deviation divided by
arithmetic average) than the fractional volatile solids (VS is the
fraction of the sewage sludge solids that is volatile—note the
difference between VS and Y). If this is the case, the volatile
solids reduction calculated by the approximate mass balance
method from several sets of Y^Yb data will show larger devia-
tions than if it were calculated by the Van Kleeck equation using
VSrVSb data.
                                                         86

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Table C-1. Quantitative Information for Example Problems1'2'3
                                                                                 Problem Statement Number
Parameter
Nominal residence time
Time period for averages
Feed Sludge
Volumetric flow rate
Volatile solids
concentration
Fixed solids concentration
Fractional volatile solids
Mass flow rate of solids
Digested Sludge (Bottoms)
Volumetric flow rate
Volatile solids
concentration
Fixed solids concentration
Fractional volatile solids
Mass flow rate of solids
Decantate
Volumetric flow rate
Volatile solids
concentration
Fixed solids concentration
Fractional volatile solids
Mass flow rate of solids
Symbol
6
—

F
Y,

x,
vs,
M,

B
Yb

xb
vsb
Mb

D
Yd

Xd
vsd
Md
Units
d
d

m3/d
kg/m3

kg/m3
kg/kg
kg/d

m3/d
kg/m3

kg/m3
kg/kg
kg/d

m3/d
kg/m3

kg/m3
kg/kg
kg/d
1
20
60

100
50

17
0.746
6700

100
30

17
0.638
4700

0
—

—
—
—
2
20
60

100
50

17
0.746
6700

100
30

15
0.667
4500

0
—

—
—
—
3
20
60

100
50

17
0.746
6700


41.42

23.50
0.638



12.76

7.24
0.638

4
20
60

100
50

17
0.746
6700

49.57
41.42

23.50
0.638


50.43
12.76

7.24
0.638

Conditions are steady state; all daily flows are constant. Volatile solids are not accumulating in the digester, although grit may be settling out in
the digester.
Numerical values are given at 3 or 4 significant figures. This is unrealistic considering the expected accuracy in measuring solids concentrations
and sludge volumes. The purpose of extra significant figures is to allow more understandable comparisons to be made of the different calculation
methods.
3AII volatile solids concentrations are based on total solids, not merely on suspended solids.
    Grit deposition can be a serious problem in both aerobic
and anaerobic digestion. The biological processes that occur in
digestion dissolve or destroy the substances suspending the grit,
and it tends to settle. If agitation is inadequate to keep the grit
particles in suspension, they will accumulate in the digester.
The approximate mass balance can be used to estimate accu-
mulation of fixed solids.

    For Problem 1, the balance yields the following:

FXf = BXb + fixed solids loss                             (8)
        Grit Deposition (Problem 2)
            The calculation of fixed solids is repeated for Problem 2.
        Conditions in Problem 2 have been selected to show grit accu-
        mulation. Parameters are the same as in Problem 1 except for
        the fixed solids concentration (Xb) and parameters related to it.
        Fixed solids concentration hi the sewage sludge is lower than
        in Problem 1. Consequently, VS is higher and the mass flow
        rate of solids leaving is lower  than in Problem 1. A mass bal-
        ance on fixed solids (input rate = output rate + rate of loss of
        fixed solids) is presented in Equations 11-13.
  (100)(17) = (100)(17) + Fixed Solids Loss
Fixed Solids Loss = 0
 (9)
(10)
    The material balance compares fixed solids in output with
input. If some fixed solids are missing, this loss term will be a
positive number. Because  digestion does not  consume fixed
solids, it is assumed that the fixed solids are accumulating in
the digester. As Equation 10 shows, the fixed solids loss equals
zero. Note that for this case,  where input and output sewage
sludge flow rates are equal, the fixed solids  concentrations are
equal when there is no grit accumulation.
FXf = BXb + Fixed Solids Loss

Fixed Solids Loss = FXf - BXb

Fixed Solids Loss
= (100)(7) - (100)(15) = 200 kg/d
                                                                                                                     (11)
                                                                                                                     (12)
                                                                                                                     (13)
            The material balance, which only looks at inputs and out-
        puts, informs us that 200 kg/d of fixed solids have not appeared
        in the outputs as expected. Because fixed solids are not de-
        stroyed, it can be concluded that they are accumulating in the
        bottom of the digester. The calculation of FVSR for Problem 2
        is exactly the same as for Problem 1 (see Equations 4 through
                                                           87

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7) and yields the same result. The approximate mass balance
method gives  the correct  answer for the FVSR despite the
accumulation of solids in the digester. As will be seen later, this
is not the case when the Van Kleeck equation is used.

Decantate Withdrawal, No Grit Accumulation (Problem 3)
    In Problem 3, decantate is withdrawn daily. Volatile and
fixed solids concentrations are known for all streams but the
volumetric flow rates are not known for decantate and bottoms.
It is impossible to calculate FVSR without knowing the relative
volumes of these streams. However, they are determined easily
by  taking a total volume balance and a fixed solids balance,
provided it can be assumed that loss of fixed solids (i.e., accu-
mulation in the digester) is zero.
    Selecting a basis for F of 100 m3/d,
Volume balance: 100 = B + D
Fixed solids balance: 100 Xf+BXb
                                (14)
                                (15)
    Because the three Xs are known, B and D can be found.
Substituting 100-D for B and the values for the Xs from Prob-
lem 3 and solving for D and B,
(100)(17) = (100 -D)(23.50) + (D)(7.24)

D M0.0m3/d, B = 60.0 m3/d
                                (16)

                                (17)
    The FVSR can now be calculated by drawing a volatile
solids balance:
FYf+BYb+DYd-Hoss

        loss   FYf-Byb-DYd
FVSR:
        FYr
FYf
(18)


(19)
                              -(40) (12.76)
    Unless information is available on actual volumes of de-
cantate and sewage sludge (bottoms), it is not possible to de-
termine whether grit is accumulating in  the digester. If it is
accumulating, the calculated FVSR will be in error.

    When the calculations shown in Equations 18 through 20
are made, it is assumed that the volatile solids that are missing
from the output streams are consumed by biological reactions
that convert them to carbon dioxide and methane. Accumulation
is assumed to be negligible.  Volatile solids are less likely to
accumulate than fixed solids, but it can happen. In poorly mixed
digesters, the scum layer that collects at the surface is an accu-
mulation of volatile solids. FVSR calculated by Equations 18
through 20 will be overestimated if the volatile solids accumu-
lation rate is substantial.
                                       Decantate Withdrawal and Grit Accumulation (Problem 4)
                                           In Problem 4, there is suspected grit accumulation. The
                                       quantity of B and D can no longer be calculated by Equations
                                       14 and 15 because Equation 15 is no longer correct. The values
                                       of B and D must be measured. All parameters in Problem 4 are
                                       the same as in Problem 3  except that measured values for B
                                       and D are introduced into Problem 4. Values of B and D cal-
                                       culated assuming no grit accumulation (Problem 3—see pre-
                                       vious  discussion),  and measured quantities  are  compared
                                       below:
                                            B
                                            D
                                                                                  Calculated
                                                                                      60
                                                                                      40
                                                    Measured
                                                       49.57
                                                       50.43
                                           The differences in the values of B and D are not large but
                                       they make a substantial change in the numerical value of FVSR.
                                       The FVSR for Problem 4 is calculated below:
                                                           FVSR =
                                                                   (100)(50) - (49.57)(41.42) - (50.43X12.76)
                                                                                  (100)(50)
                                                                  = 0.461
                                                                                           (21)
                                           If it had been assumed that there was no grit accumulation,
                                       FVSR would equal 0.40 (see Problem 3). It is possible to de-
                                       termine the amount of grit accumulation that has caused this
                                       change. A material balance on fixed solids is drawn:
                                                           FXf = BXb + DXd + Fixed Solids Loss
                                                           (22)
                                           The fractional fixed solids loss due to grit accumulation is
                                       found by rearranging this equation:
                                                           Fixed Solids Loss   FXf - BXb - DXd
                                                                  FXf
                                                                FXf
                                                                                                               (23)
                                                               Substituting in the parameter values for Problem 4,
                                       Fixed Solids Loss _ (100X17) - (49.57)(23.50) - (50.43 )(7.24)
                                              FXf                       (100X17)
                                                        = 0.100                             (24)

                                           If this fixed  solids loss of 10 percent had not been ac-
                                       counted for, the calculated FVSR would have been 13% lower
                                       than the correct value of 0.461. Note that if grit accumulation
                                       occurs and it is ignored, calculated FVSR will be lower than
                                       the actual value.
                                       The Van Kleeck Equation
                                           Van Kleeck first presented his equation without derivation
                                       in a footnote for a review paper on sewage sludge treatment
                                       processing in 1945 (Van Kleeck, 1945). The equation is easily
                                       derived from total solids  and volatile solids mass balances
                                       around the digestion system. Consider a digester operated under
                                       steady state conditions  with decantate and bottom sewage
                                       sludge removal. A total solids mass balance and a volatile solids
                                       mass balance are:
                                                        88

-------
  f=Mb + Md + (loss of total solids)
                                         (25)
Mf • VSf=M • VSb + Md • VSd + (loss of volatile solids)   (26)

where
  Mf, Mb, andMj are the mass of solids in the feed,
  bottoms, and decantate streams.

    The masses must be mass of solids rather than total mass
of liquid and solid because VS is an unusual type of concen-
tration unit—it is "mass of volatile solids per unit mass of total
solids."

    It is now assumed that fixed solids are not destroyed and
there is  no grit deposition in the digester. The losses in Equa-
tions 25 and 26 then comprise only volatile solids so the losses
are equal. It is also assumed that the VS of the decantate and
of the bottoms  are the same. This means that the bottoms may
have a much higher solids content than the decantate but the
proportion of volatile solids to fixed solids is the same for both
streams. Assuming then that VSb equals VSd, and making this
substitution in the defining equation for FVSR (Equation 2),
        Loss of vol. solids   ,   (Mb + Md)VSb
                         — 1 —"
            MfxVSf
                     MfxVSf
                                         (27)
    From Equation 25, recalling that we have assumed that loss
of total solids equals loss of volatile solids,
Mb + Md 4- Mf - loss of vol. solids

    Substituting for Mb + Md into Equation 27,
FVSR=1
               — loss of vol. solids) • VSb
                     Mf • VSf
                                         (28)
                                         (29)
    Simplifying further,
l-(l/VSf-FVSR)-VSb

    Solving for FVSR,
FVSR =
           vsf-vsb
        VSf-(VSfxVSb)
                                         (30)
                                         (31)
    This is the form  of the Van  Kleeck equation found in
WPCF Manual of Practice No. 16 (WPCF, 1968). Van Kleeck
(1945) presented the equation in the following equivalent form:
FVSR=1-
VSbx(l-VSf)
VSfX(l-VSb)
(32)
    The Van Kleeck equation is applied below to Problems 1
through 4 in Table C-l and compared to the approximate mass
balance equation results:
                                                 Approximate Mass     0.40
                                                   Balance (AMB)
                                                 Van Kleeck (VK)      0.40
                                         2
                                        0.40

                                        0.318
                                           3
                                         0.40
  4
0.461
                                          0.40    0.40
                                                    Problem 1: No decantate and no grit accumulation. Both
                                                methods give correct answer.

                                                    Problem 2: No decantate but grit accumulation. VK is
                                                invalid and incorrect.

                                                    Problem 3: Decantate  but no  grit accumulation. AMB
                                                method is valid. VK method is valid only if VSb equals VSd.

                                                    Problem 4: Decantate and grit accumulation. AMB method
                                                valid only if B and D are measured. VK method is invalid.

                                                    The Van Kleeck equation is seen to have serious shortcom-
                                                ings when applied to  certain practical problems. The AMB
                                                method can be completely reliable, whereas the Van Kleeck
                                                method is useless under some circumstances.
        Average Values
            The concentrations and VS values used in the equations
        will all be averages.  For the material balance methods, the
        averages should be weighted averages according to the mass of
        solids in the stream in question. The example below shows how
        to average the volatile solids concentration for four consecutive
        sewage sludge additions.
        Addition

            1
            2
            3
            4
              Volume

              12m3
               8m3
              13m3
              10m3
Total Solids
Concentration
72 kg/m3
50 kg/m3
60 kg/m3
55 kg/m3
VS

0.75
0.82
0.80
0.77
                                                                                                               (33)
            For the Van Kleeck equation, the averages of VS are re-
        quired. Properly they should be weighted averages based on the
        weight of the solids in each component of the average, although
        an average weighted by the volume of the component, or an
        arithmetic average may be sufficiently accurate if variation in
        VS is small. The following example demonstrates the calcula-
        tion of all three averages.
                                                Weighted by Mass
                                                        12x72x0.75 + 8x50x0.82
                                                         + 13 x 60 x 0.80 + 10 x 55 x 0.77
                                                VSav =
        12x72 + 8x50 + 13x60 + 10x55
      = 0.795


Weighted by Volume
        12 x 0.75 + 8 x 0.82 + 13 x 0.80 + 10 x 0.77
                                                           (34)
                                                VSav = -
                                                                    12 + 8+13 + 10
                                                           (35)
                                                      = 0.783
                                                        89

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Arithmetic Average
...     0.75 + 0.82 + 0.80 + 0.77
VSav=	-.	
= 0.785
(36)
    In this example the arithmetic average was nearly as close
as the volume-weighted average to the mass-weighted average,
which is the correct value.
Which Equation to Use?

Full Mass Balance Method
    The full mass balance method allows calculation of volatile
solids reduction for all approaches to digestion, even processes
in which the final volume in the digester does not equal the
initial volume and where daily flows are not steady. A serious
drawback to this method is the need for volatile solids concen-
tration and the volumes of all streams added to or withdrawn
ftom the digester,  as well as initial and final volumes and
concentrations in the digester. This can be a daunting task,
particularly for the small treatment works that is most likely to
run digesters in other than steady flow modes. For treatment
works of this kind, an "equivalent" method that shows that the
sewage sludge has undergone the proper volatile solids reduc-
tion is likely to be a better approach than trying to demonstrate
38% volatile solids reduction. An aerobic sewage sludge has
received treatment equivalent to a 38% volatile solids reduction
if the specific oxygen uptake rate is below a specified maxi-
mum. Anaerobically digested sewage sludge has received treat-
ment equivalent to a 38% volatile solids reduction if volatile
solids reduction after batch digestion of the sewage sludge for
40 days is less than a specified maximum (EPA, 1992).
Approximate Mass Balance Method
    The approximate mass balance method assumes that daily
flows are steady and reasonably uniform in composition, and
that digester volume and composition do not vary substantially
from day to day. Results of calculations and an appreciation of
underlying assumptions show that the method is accurate for
all cases, including withdrawal of decantate and deposition of
grit, provided that in addition to composition of all streams the
quantities of decantate and  bottoms (the digested sewage
sludge) are known. If the quantities of decantate and bottoms
are not known, the accumulation of grit cannot be determined.
If accumulation of grit is substantial and FVSR  is calculated
assuming it to be negligible, FVSR will be lower than the true
value. The result is conservative and could be used to show that
minimum volatile solids reductions are being achieved.


Van Kleeck Method
    The Van Kleeck equation has underlying assumptions that
should be made clear wherever the equation is presented. The
equation is never valid when there is grit accumulation because
it assumes the fixed solids input equals fixed solids output.
Fortunately, it produces a conservative result in this case. Un-
like the AMB method it does not provide a convenient way to
check for accumulation of grit. It can be used when decantate
is withdrawn, provided VSb equals VS^. Just how significant
the difference between these VS values can be before an ap-
preciable error in FVSR occurs is unknown, although it could
be determined by making up a series of problems with increas-
ing differences between the VS values, calculating FVSR using
the AMB method and a Van Kleeck equation,  and comparing
the results.

    The shortcomings of the Van Kleeck equation are substan-
tial, but the equation has one strong point: The VS of the
various sewage sludge and decantate streams are likely to show
much lower coefficients of variation (standard deviation di-
vided by arithmetic average) than volatile solids and fixed sol-
ids concentration. Reviews of data are needed to determine how
seriously the variation in concentrations affect  the confidence
interval of FVSR calculated by both methods. A hybrid ap-
proach may turn out to be advantageous. The AMB method
could be used first to determine if grit accumulation is occur-
ring. If grit is not accumulating, the Van Kleeck equation could
be used. If decantate is withdrawn, the Van Kleeck equation is
appropriate, particularly if the decantate is low in total solids.
If not, and if VSd differs substantially from VSb, it could yield
an incorrect answer.

Volatile Solids Loss Across All Sewage Sludge
Treatment Processes
    For cases when appreciable volatile solids reduction can
occur downstream from the digester (for example, as would
occur in air drying or lagoon storage), it is appropriate to cal-
culate the volatile solids loss from  the point at which the sew-
age sludge  enters the  digester to the point at which the sewage
sludge leaves the treatment works.  Under these circumstances,
it is virtually never possible to use the approximate mass bal-
ance approach, because flow  rates are not uniform. The full
mass balance could be used in principle, but practical difficul-
ties such as measuring the mass of the output  sewage sludge
(total mass, not just mass of solids) that relates to a given mass
of entering sewage sludge make this also a practical impossi-
bility. Generally then, the only option is to use the Van Kleeck
equation, because only the percent volatile solids content of the
entering and exiting  sewage  sludge is needed to make this
calculation. As noted earlier, this equation will be inappropriate
if there has been a selective loss of high volatility solids (e.g.,
bacteria) or low volatility solids (e.g., grit) in any of the sludge
processing  steps.

    To make a good comparison, there should  be good corre-
spondence between the incoming sewage sludge and the treated
sewage sludge to which it is being compared (see Section 7.4).
For example, when sewage sludge is digested for 20 days, then
dried on a sand bed for 3 months, and then removed, the treated
sludge should be compared with the sludge fed to the digester
in the preceding 3 or  4 months. If no selective loss of volatile
or nonvolatile solids has occurred, the Van Kleeck equation (see
Equation 31) can be used to calculate volatile solids reduction.
                             References
                             EPA. 1992. Technical Support Document for Part 503 Pathogen
                                 and Vector Attraction Reduction Requirements in Sewage
                                 Sludge. Office of Water, U.S. EPA, Washington, DC. NTIS
                                                        90

-------
    No.: PB93-11069.
    Springfield, VA.
Natl. Technical Information Service,
Fischer, WJ. 1984. Calculation of volatile solids during sludge
    digestion. In: Bruce, A., ed. Sewage Sludge  Stabilization
    and Disinfection, pp. 499-529. Water Research Centre, E.
    Horwood Ltd., Chichester, England.
Van Kleeck, L.W. 1945. Sewage Works J., Operation of Sludge
    Drying and Gas Utilization Units. 17(6): 1240-1255.


Water Pollution Control Federation. 1968. Manual of Practice
    No. 16, Anaerobic Sludge Digestion. Washington, DC.
                                                        91

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                                                 Appendix D
                      Guidance on Three Vector Attraction Reduction Tests
    This appendix provides guidance for the vector attraction
reduction Options 2, 3, and 4 to demonstrate reduced vector
attraction (see Chapter 6 for a  description of these require-
ments).


1.  Additional Digestion Test for Anaerobically
    Digested Sewage Sludge


Background
    The additional  digestion test for anaerobically digested
sewage sludge is based on research by Jeris et al. (1985). Farrell
and Bhide (1993) explain in more detail the origin of the time
and volatile solids reduction requirements of the test.

    Jeris et al. (1985) measured changes in many parameters
including volatile solids content  while carrying out additional
digestion of anaerobically digested sludge from several treat-
ment works for long periods. Samples were removed from the
digesters weekly for analysis.  Because substantial amount of
sample was needed for all of these tests, they used continuously
mixed  digesters of 18 liters capacity. The equipment and pro-
cedures of Jeris et al., although not complex, appear to be more
elaborate than needed for a control test. EPA staff (Farrell and
Bhide,  1993) have experimented with simplified tests and the
procedure recommended is based on their work.


Recommended Procedure
    The essentials of the test are as follows:

«  Remove, from the plant-scale digester, a representative sam-
   ple of the sewage sludge to be evaluated to determine addi-
   tional volatile solids destruction. Keep the sample protected
   from oxygen and maintain it  at the temperature of the di-
   gester. Commence the test within 6 hours after taking  the
   sample.

•  Flush fifteen 100-mL volumetric flasks with nitrogen, and
   add  approximately 50 mL of the sludge to be tested into each
   flask. Frequently  mix the test sludge during this operation
   to assure that its  composition remains uniform. Select five
   flasks at random, and determine  total solids content and
   volatile solids content, using the entire 50 mL for the deter-
   mination. Seal each of the remaining flasks with a stopper
   with a single glass tube through it to allow generated gases
   to escape.
•  Connect the glass tubing from each flask through a flexible
   connection to a manifold. To allow generated gases to escape
   and prevent entry of air, connect the manifold to a water-
   sealed bubbler by means of a vertical glass tube. The tube
   should be at least 30-cm long with enough water in the
   bubbler so that an increase in atmospheric pressure will not
   cause backflow of air or water into the manifold. Maintain
   the flasks containing the sludge at constant temperature
   either by inserting them in a water bath (the sludge level in
   the flasks must be below the water level in the bath) or by
   placing the entire apparatus in a constant temperature room
   or box. The temperature of the additional digestion  test
   should be the average  temperature of the plant digester,
   which should be in the range of 30°C  to 40°C (86°F to
   104°F). Temperature should be controlled within + 0.15°C
   (0.27°F).


•  Each flask should be swirled every day to assure adequate
   mixing, using care not to displace sludge up into the neck
   of the flask. Observe the water seal for the first few days of
   operation. There should be evidence that gas is being pro-
   duced and passing through the bubbler.

•  After 20 days, withdraw five flasks at random. Determine
   total and volatile solids  content using the entire sample for
   the determination. Swirl the flask vigorously before pouring
   out its contents to minimize the hold up of thickened sludge
   on the walls and to assure that any material left adhering to
   the flask walls will have the same average composition as
   the material withdrawn. Use a consistent procedure. If hold-
   up on walls appears excessive, a minimal amount of distilled
   water may be used to wash solids  off the walls. Total re-
   moval is not  necessary, but  any solids left on the walls
   should be approximately of the same composition as the
   material removed.

•  After 40 days, remove the remaining five flasks. Determine
   total and volatile solids content using the entire sample from
   each flask for the determination. Use the same precautions
   as in the preceding step to remove virtually all of the sludge,
   leaving only material with the same approximate composi-
   tion as the material removed.

    Total and volatile solids content are determined using the
procedures of Method 2540 G of Standard Methods (APHA,
1992).
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     Mean values and standard deviations of the total solids
content,  the volatile solids content,  and the percent volatile
solids are calculated. Volatile solids reductions that result from
the additional digestion periods of 20 and 40 days are calculated
from the mean values by the  Van Kleeck equation and by a
material  balance (refer to Appendix C for a general description
of these  calculations). The results obtained at 20 days give an
early indication that the test is proceeding satisfactorily and will
help substantiate the 40-day result.

     Alternative approaches are possible. The treatment works
may already have versatile bench-scale digesters available. This
equipment could be  used for the test, provided accuracy and
reprodueibility can be demonstrated. The approach described
above was developed because Farrell and Bhide (1993) in their
preliminary work experienced  much difficulty in withdrawing
representative samples from large digesters even when care was
taken to  stir the digesters thoroughly before sampling. If an
alternative experimental setup is  used, it is  still advisable to
carry out multiple tests for the volatile solids content in order
to reduce the standard error of this measurement, because error
in the volatile solids content measurement is inflated by the
nature of the equation used to calculate  the volatile solids re-
duction.

    Variability in flow rates and nature of the sludge will result
in variability in performance of the plant-scale digesters. It is
advisable to run the  additional digestion test routinely so that
sufficient data are available to indicate average performance.
The arithmetic mean of successive tests (a minimum of three
is suggested) should show an additional volatile solids reduc-
tion of £17%.
Calculation Details
    Appendix C, Determination of Volatile Solids Reduction
by Digestion, describes calculation methods to use for digesters
that are continuously fed or are fed at least once a day. Although
the additional anaerobic digestion test is a batch digestion, the
material balance calculations approach is the same. Masses of
starting streams (input streams) are set equal to masses of end-
ing streams (output streams).

    The test requires that the fixed  volatile solids reduction
(FVSR) be calculated both by the Van Kleeck equation and the
material balance method. The Van Kleeck equation calculations
can be made in the manner described in Appendix C.

    The calculation of the volatile solids reduction (and the
fixed fractional solids reduction [FFSR]) by the mass balance
method shown below has  been refined by subtracting out the
mass of gas lost from the mass of sludge  at the end of the
digestion step. For continuous digestion, this loss of mass usu-
ally is ignored, because the amount is small in relation to the
total digesting mass, and mass before and after digestion are
assumed to be the same. Considering the inherent difficulty in
matching mass and composition entering to mass and compo-
sition leaving for a continuous process, this is a reasonable
procedure. For  batch digestion, the excellent correspondence
between starting  material  and final digested sludge provides
much greater accuracy in the mass balance calculation, so in-
clusion of this lost mass is worthwhile.

    In the equations presented below, concentrations of fixed
and volatile solids are mass fractions—mass of solids per unit
mass of sludge (mass of sludge includes both the solids and the
water in the sludge)—and are indicated by the symbols lower-
case y and x. This is different from the usage in Appendix C
where concentrations are given in mass per unit volume, and
are indicated by the symbols uppercase y and x. This change
has been made because masses can be determined more accu-
rately than volumes in small-scale tests.

    In the material balance  calculation, it is assumed that as
the sludge digests, volatile solids and fixed solids are converted
to gases  that escape or to volatile compounds that distill off
when the sludge is  dried. Any production or consumption of
water by the biochemical reactions in digestion is assumed to
be negligible. The data collected (volatile solids and fixed sol-
ids concentrations  of feed  and digested  sludge) allow mass
balances  to be drawn on volatile solids, fixed solids, and water.
As noted, it is assumed that there is no change in water mass—
all water in the feed is present in the digested sludge. Fractional
reductions in volatile solids and fixed solids can be calculated
from these mass balances for the period of digestion. Details
of the calculation of these relationships are given by Farrell and
Bhide  (1993). The final form of the equations for fractional
volatile solids reduction (mass balance [m.b.] method) and frac-
tional fixed solids reduction  (m.b. method) are given below:
                                                     (la)
(Ib)
FFSR(m.b.) =
   yf(l-xb-yb)

xf(i-yb)-xb(l-yf)
   xf(l-xb-yb)
where:
  y = mass fraction of volatile solids in the liquid sludge
  x = mass fraction of fixed solids in the liquid sludge
  f = indicates feed sludge at start of the test
  b = indicates "bottoms" sludge at end of the test

    If the fixed solids loss  is zero, these two equations are
reduced to Equation 2 below:
          .) = (yf-yb)/vfa-yb)
 (2)
    If the  fixed, solids loss is not zero but is substantially
smaller than the volatile solids reduction, Equation 2 gives
surprisingly accurate results. For five sludges batch-digested by
Farrell and Bhide (1993), the fixed solids reductions were about
one-third  of  the  volatile  solids  reductions.  When  the
FVSR(m.b.) calculated by Equation  la averaged 15%,  the
FVSR(rab.) calculated by Equation 2 averaged 14.93%, which
is a trivial difference.

    The disappearance of fixed solids unfortunately has a rela-
tively large effect on the calculation of FVSR by the Van Kleeck
equation. The result is lower than it should be. For five sludges
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that were batch-digested by Farrell and Bhide (1993), the FVSR
calculated by the Van Kleeck method averaged 15%, whereas
the FVSR (m.b.) calculated by Equation la or 2 averaged about
20%. When the desked endpoint is an FVSR below 17%, this
is a substantial discrepancy.

    The additional digestion test was developed for use with
the Van Kleeck equation, and the 17% requirement is based on
results calculated with this equation. In the future, use of the
more accurate mass balance equation may be required, with the
requirement adjusted upward by an appropriate amount. This
cannot be done until more data with different sludge become
available.
2.  Specific Oxygen Uptake Rate


Background
    The specific oxygen uptake rate of a sewage sludge is an
accepted method for indicating the biological  activity of an
activated sewage sludge mixed liquor or an aerobically digest-
ing sludge. The procedure required by the Part 503 regulation
for this test is presented hi  Standard Methods (APHA, 1992)
as Method 2710 B, Oxygen-Consumption Rate.

    The use of the specific oxygen uptake rate (SOUR) has
been recommended by Eikum and Paulsrud (1977) as a reliable
method for indicating sludge stability provided temperature ef-
fects are taken into consideration.. For primary sewage sludges
aerobically digested at 18°C (64°F), sludge was adequately
stabilized (i.e., it did  not putrefy and cause offensive odors)
when the  SOUR was  less than 1.2 mg O2/hr/g VSS (volatile
suspended solids). The authors investigated several alternative
methods for indicating stability of aerobically digested sludges
and recommended the SOUR  test  as the one with the most
advantages and the least disadvantages.

    Ahlberg and Boyko (1972) also recommend the SOUR as
an  index of stability.  They found  that, for aerobic digesters
operated at temperatures  above 10°C (50°F),  SOUR fell to
about 2.0 mg O2/hr/g VSS after a total sludge age of 60 days
and to 1.0 mg O2/hr/g VSS  after about 120 days sludge age.
These authors state that a SOUR of less than 1.0 mg O2/hr/g
VSS at temperatures  above 10°C  (50°F) indicates a stable
sludge.

    The results obtained by these  authors indicate that long
digestion times—more than double the residence time for most
aerobic digesters in use today—are needed to eliminate odor
generation from aerobically  digested sludges. Since the indus-
try is not being deluged with complaints about odor from aero-
bic digesters, it appears that a higher SOUR standard can be
chosen than they suggest without causing problems from odor
(and vector attraction).

    The results of long-term batch aerobic digestion tests by
Jeris et al. (1985) provide information that is helpful in setting
a SOUR requirement that is reasonably attainable and still pro-
tective.  Farrell and Bhide  (1993) reviewed the data these
authors  obtained with  four sewage sludges from aerobic treat-
ment processes and concluded that a standard of 1.5 mg O2/hr/g
TS at 20°C (68°F) would discriminate between adequately sta-
bilized and poorly stabilized sludges. The "adequately  di-
gested" sludges were not totally trouble-free,  i.e., it  was
possible under adverse conditions to develop odorous condi-
tions. In all cases where the sludge was deemed to be adequate,
minor adjustment in plant operating conditions created an ac-
ceptable sludge.

    The SOUR requirement is based on total solids rather than
volatile suspended solids.  This usage is preferred for consis-
tency with the rest of the Part 503 regulation where all loadings
are expressed on a total solids basis. The use of total solids
concentration in the SOUR calculation is rational since  the
entire sludge solids and not just the volatile solids degrade and
may exert some oxygen demand. Making an adjustment for the
difference caused by basing the requirement on TS instead of
VSS, the standard  is about 1.8 times higher than Eikum and
Paulsrud's recommended value and 2.1 tunes higher than Ahl-
berg and Boykos' recommendation.

    Unlike anaerobic  digestion, which is  typically conducted
at 35°C (95°F), aerobic digestion is carried out without any
deliberate temperature control. The temperature of the digesting
sludge will be close to ambient temperature, which can range
from 5°C to 30°C  (41°F to 86°F). In this temperature range,
SOUR increases with increasing temperature. Consequently, if
a requirement for SOUR is selected, there must be some way
to convert SOUR test results  to a standard temperature. Con-
ceivably, the problem could be avoided if the sludge were sim-
ply heated or cooled to the standard temperature before running
the SOUR  test. Unfortunately,  this  is  not possible, because
temperature changes in digested sludge cause short-term insta-
bilities in oxygen uptake rate (Benedict and Carlson [1973],
Farrell and Bhide [1993]).

    Eikum and Paulsrud (1977) recommend that the following
equation be used to adjust the SOUR determined at one tem-
perature to  the SOUR for another temperature:
(SOUR)T1/(SOUR)T2 = e0"-1^                         (3)

where:
    (SOUR)xi = specific oxygen uptake rate at Tj
    (SOUR)x2 = specific oxygen uptake rate at T2
           0 = the Streeter-Phelps temperature sensitivity
               coefficient

    These authors calculated the temperature sensitivity coef-
ficient using then: data on the effect of temperature on the rate
of reduction in volatile suspended solids with time during aero-
bic digestion. This is an approximate approach, because there
is no certainty that there is a one-to-one relationship between
oxygen  uptake rate  and rate of volatile solids disappearance.
Another problem is that the coefficient depends on the makeup
of each individual sludge. For example, Koers  and Mavinic
(1977) found the value of 0 to be less than 1.072 at tempera-
tures above 15°C (59°F) for aerobic digestion of waste acti-
vated sludges, whereas Eikum and Paulsrud (1977) determined
© to equal 1.112 for primary sludges. Grady and Lim (1980)
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reviewed the data of several investigators and recommended
that © = 1.05 be used for digestion of waste-activated sludges
when more specific information is not available. Based on a
review of the available information and their own work, Farrell
and Bhide (1993) recommend that Eikum and Paulsruds' tem-
perature correction procedure be utilized, using a temperature
sensitivity coefficient in the range of 1.05 to 1.07.
Recommended Procedure for Temperature Correction
    A SOUR of 1.5 mg O2/hr/g total solids at 20°C (68°F) was
selected to indicate that an aerobically digested sludge has been
adequately reduced in vector attraction.

    The SOUR of the sludge is to be measured at the tempera-
ture at which the aerobic digestion is occurring in the treatment
works and corrected to 20°C (68°F) by the following equation:
SOURM = SOURT x ©P0-^                           (4)

where
  0 = 1.05 above 20°C (68°F)
      1.07 below 20°C (68°F)

    This correction may be applied only if the temperature of
the sludge is between 10°C and 30°C (50°F and 86°F). The
restriction to the indicated temperature range is required to limit
the possible error in the SOUR caused by selecting an improper
temperature coefficient Farrell and Bhide's (1993) results in-
dicate that the suggested values for © will give a conservative
value for SOUR when translated from the actual temperature
to 20°C (68°F).

    The experimental equipment and procedures for the SOUR
test are those described in Part 2710 B, Oxygen Consumption
Rate, of Standard Methods (APHA, 1992). The method allows
the use of a probe with an oxygen-sensitive electrode or a
respirometer. The method advises that manufacturer's  direc-
tions be followed if a respirometer is used. No further reference
to respirometric methods will be made here. A timing device is
needed as well as a 300-mL biological oxygen demand (BOD)
bottle. A magnetic mixer with stirring bar is also required.

    The procedure of Standard Method 2710 B should be fol-
lowed with one exception. The total solids concentration in-
stead of the volatile suspended solids concentration is used in
the calculation of the SOUR. Total solids concentration is de-
termined by Standard Method 2540 G. Method 2710 B cautions
that if the suspended solids content of the sludge is greater than
0.5%, additional stirring besides that provided by the stirring
bar be considered. Experiments by Farrell and Bhide (1993)
were carried out with sludges up to 2% in solids content without
difficulty if the SOUR was lower than about 3.0 mg O2/g/h. It
is possible to verify that mixing is adequate by running repeat
measurements at several stirrer bar speeds. If stirring is ade-
quate, oxygen uptake will be independent of stirrer speed.

    The inert mineral solids in the wastewater in which the
sludge particles are suspended do not exert an oxygen demand
and properly should not be part of the total solids in the SOUR
determination. Ordinarily, they are such a small part of the total
solids that they can be ignored. If the ratio of inert dissolved
mineral solids in the treated wastewater to the total solids in
the sludge being tested is greater than 0.15, a correction should
be made to the total solids concentration. Inert dissolved min-
eral solids in the treated wastewater effluent is determined by
the method of Part 2540 B of Standard Methods (APHA, 1992).
This quantity is subtracted from the total solids of the sludge
to determine the total solids to be used in the SOUR calculation.

    The collection of the sample and the time between sample
collection and measurement of the SOUR are important. The
sample should be a composite of grab samples taken within a
period of a few  minutes duration. The sample should be trans-
ported to the laboratory expeditiously and kept under aeration
if the SOUR test cannot be run immediately. The sludge should
be kept at the temperature of the digester from which it was
drawn and aerated thoroughly before it is poured into the BOD
bottle for the test. If the temperature differs from 20°C (68°F)
by more than ±10°C (±18°F), the temperature correction may
be inappropriate and the result should not be used to prove that
the sewage sludge meets the SOUR requirement.

    Variability in flow rates and nature of the sludge will result
in variability in performance of the plant-scale digesters. It is
advisable to run the SOUR test routinely so that sufficient data
are available to indicate  average performance. The arithmetic
mean of successive tests—a minimum of seven over 2 or  3
weeks is suggested—should give a SOUR of < 1.5 mg O2/hr/g
total solids.
3.  Additional Digestion Test for AerobicaUy Digested
    Sewage Sludge


Background
    Part 503 lists several options that can be used to demon-
strate reduction of vector attraction in sewage sludge. These
options include reduction of volatile solids by 38% and dem-
onstration of the SOUR value discussed above (see also Chap-
ter 6). These options are feasible for many, but not all, digested
sludges. For example, sludges from extended aeration treatment
works  that are aerobically digested usually  cannot meet this
requirement because they already are partially reduced in vola-
tile solids content by their exposure to long aeration times in
the wastewater treatment process.

    The specific oxygen uptake test can be utilized to evaluate
aerobic sludges that do not meet the 38% volatile solids reduc-
tion requirement. Unfortunately, this test has a number of limi-
tations. It  cannot be applied if the sludges have been digested
at temperatures lower than 10°C  (50°F) or higher than 30°C
(86°F). It has not been evaluated under all possible conditions
of use, such as for sludges of more than 2%  solids.

    A  straightforward approach for aerobically treated sludges
that cannot meet either of the above criteria is to determine to
what extent they can be digested further. If they show very little
capacity for further digestion, they will have a low potential for
additional biodegradation and odor generation that attracts vec-
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tors. Such a test necessarily takes many days to complete, be-
cause time must be provided to get measurable biodegradation.
Under most circumstances, this is not a serious drawback. If a
digester must be evaluated every 4 months to see if the sewage
sludge meets vector attraction reduction requirements, it will
be necessary to start a regular assessment program. A record
can be produced  showing compliance. The sludge currently
being produced cannot be evaluated quickly  but it will be pos-
sible to show compliance over a period of tune.

    The additional digestion test  for  aerobically  digested
sludges in Part 503 is  based on research by Jeris et al. (1985),
and has been discussed by Farrell et al. (EPA, 1992). Farrell
and Bhide (1993) explain in more detail the origin of the time
and volatile solids reduction requirements of the test.

    Jeris et al. (1985) demonstrated that several parameters—
volatile solids reduction,  COD,  BOD5, and SOUR—declined
smoothly  and  approached asymptotic values  with time  as
sludge was aerobically digested. Any one of these parameters
potentially could  be used as an index of vector attraction re-
duction for aerobic sludges.  SOUR has been adopted (see
above) for this purpose. Farrell and Bhide (1993) have shown
that the additional volatile  solids reduction  that occurs when
sludge is  batch digested aerobically  for 30 days  correlates
equally as well as SOUR with the degree of vector attraction
reduction of the sludge. They recommend that a sewage sludge
be accepted as  suitably reduced in  vector attraction  when it
shows less than 15% additional volatile solids reduction after
30 days additional batch  digestion at  20°C  (68°F). For three
out of four sludges investigated by Jeris et al. (1985), the rela-
tionship between SOUR and additional volatile solids reduction
showed that the SOUR was  approximately equal to 1.5 mg
O2/hr/g (the Part 503 requirement for SOUR) when additional
volatile solids reduction was 15%. The two  requirements thus
agree well with one another.


Recommended Procedure
    There is considerable flexibility in selecting the size of the
digesters used for the  additional aerobic digestion test. Farrell
and Bhide (1993) used a 20-liter fish tank. A tank of rectangular
cross-section is  suggested because sidewalls  are easily accessi-
ble and are easily scraped clean of adhering solids. The tank
should have a loose-fitting cover that allows  air to escape. It is
preferable to vent exhaust gas to a hood to  avoid exposure to
aerosols. Oil and  particle-free air is  supplied to the bottom of
the digester through porous stones at a rate  sufficient to thor-
oughly mix the  sewage sludge. This will supply adequate oxy-
gen to the sludge, but the oxygen level in the digesting sludge
should be checked with a dissolved oxygen meter to be sure
that the supply of oxygen is adequate.  Oxygen level should be
at least 2 mg/L. Mechanical  mixers also were used  to keep
down foam and improve mixing.

    If the total  solids content of the sewage sludge is greater
than 2%, the sludge must be diluted to 2% solids with secon-
dary effluent at the start of the test. The requirement stems from
the results of Reynolds (1973) and Malina (1966) which dem-
onstrate that rate  of volatile solids reduction decreases as the
feed solids concentration increases. Thus, for example, a sludge
with a 2% solids content that showed more than 15% volatile
solids reduction when digested for 30 days might show a lower
volatile  solids reduction and would pass the test if it were at
4%.  This dilution may cause a temporary change in rate of
volatile  solids reduction. However, the long duration of the test
should provide adequate time for recovery and demonstration
of the appropriate reduction in volatile solids content.

    When sampling the sludge, care should be taken to keep
the sludge aerobic and avoid unnecessary temperature shocks.
The sludge is digested at 20°C (68°F) even if the digester was
at some other temperature. It is expected that the bacterial
population will suffer a temporary shock if there is a substantial
temperature change,  but the test is of sufficient  duration to
overcome this effect and show a normal volatile solids reduc-
tion. Even if the bacteria are shocked and do not recover com-
pletely,  the test simulates what would happen to the sludge in
the environment. If it passes the test, it is highly unlikely that
the sludge  will attract vectors when used or disposed to the
environment. For example, if a sludge digested at 35°C (95°F)
has not been adequately reduced  in volatile solids  and is
shocked into biological inactivity for 30 days when its tempera-
ture is lowered to 20°C (68°F), it will be shocked in the same
way if it is applied to the soil at ambient temperature. Conse-
quently, it is unlikely to attract vectors.

    The digester is charged with about 12 liters of the sewage
sludge to be additionally digested, and aeration is commenced.
The constant flow of ah" to the aerobic digestion test unit will
cause a  substantial loss of water from the digester. Water loss
should be made up every day with distilled water. Solids that
adhere to the walls above and below the water line should be
scraped off and dispersed back into the sludge daily. The tem-
perature of the digesting sludge should be approximately 20°C
(68°F).  If the temperature of the laboratory is maintained at
about 22°C (72°F), evaporation of water from the digester will
cool the sludge to about 20°C (68°F).

    Sewage sludge is sampled every week for five successive
weeks. Before sampling, makeup water is added (this will gen-
erally require that air is temporarily shut off to allow the water
level to  be established), and sludge is scraped off the walls  and
redistributed into the digester. The sludge in the digester is
thoroughly mixed with a paddle before sampling, making sure
to mix the bottom sludge with the top. The sample is comprised
of several grab samples collected with a ladle while the digester
is being mixed. The entire sampling procedure is duplicated to
collect a second sample.

    Total and volatile solids content of both samples are deter-
mined preferably by Standard Method 2540 G (APHA, 1992).
Percent  volatile solids is calculated from total and volatile sol-
ids content. Standard Methods (APHA, 1992) states that dupli-
cates should agree within 5% of their average. If agreement is
substantially poorer than this, the sampling and analysis should
be repeated.


Calculation Details
    Fraction volatile solids reduction is calculated by the Van
Kleeck  formula (see Appendix C) and  by  a mass, balance
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method. The mass balance (m.b.) equations become very sim-
ple, because final mass of sludge is made very nearly equal to
initial mass of sludge by adjusting the volume by adding water.
These equations for fractional volatile solids reduction (FVSR)
and fractional fixed solids reduction (FFSR) are:
FVSR(m.b.) = (yf-yb)/yf

FFSR(m.b.) = (xf - xb) / xf
<5a)

(5b)
where:
   y and x = mass fraction of volatile and fixed solids,
            respectively (see previous section on
            "Calculation details" for explanation of "mass
            fraction")
   f and b = subscripts indicating initial and final sludges

    This calculation assumes that initial and final sludge den-
sities are the same. Very little error is introduced by this as-
sumption.

    The calculation of the fractional fixed solids reduction is
not a requirement of the test, but it will provide  useful infor-
mation.

    The test was developed from information based on the
reduction in volatile solids content calculated by the Van Kleeck
equation. As noted in  the section on the additional anaerobic
digestion test, for batch processes the material balance proce-
dure for calculating volatile solids reduction is superior to the
Van Kleeck approach. It is expected that the volatile  solids
reduction by the mass balance method will show a higher vola-
tile solids reduction than the calculation made by using the Van
Kleeck equation.
4. References
Ahlberg, N.R. and B.I. Boyko. 1972. Evaluation and design of
    aerobic digesters. Jour. WPCF 44(4):634-643.

Benedict, A.H., and D.A. Carlson. 1973. Temperature acclima-
    tion in aerobic bio-oxidation systems. Jour. WPCF 45(1):
    10-24.
Eikum, A., and B. Paulsrud. 1977. Methods for measuring the
    degree of stability of aerobically stabilized sludges. Wat.
    Res. 11: 763-770


EPA. 1992. Technical support document for Part 503 pathogen
    and vector attraction reduction requirements in sewage
    sludge. NTIS No.: PB93-11069. Springfield, VA: National
    Technical Information Service.


Farrell, J.B. and V. Bhide. 1993. Development of methods for
    quantifying  vector attraction reduction.  (Manuscript in
    preparation.)


APHA (American Public Health Association). 1992. Standard
    methods  for the examination of water and wastewater.
    Greenberg, A.E.,  L.S. Clesceri, and  A.D. Eaton (eds.).
    APHA, AWWA, and WEF, Washington, DC.


Grady, C.P.L., Jr., and H.C. Lira. 1980. Biological wastewater
    treatment: theory  and applications. Marcel Dekker, New
    York.


Jeris, J.S., D. Ciarcia, E. Chen, and M. Mena. 1985. Determin-
    ing the stability of treated municipal sludge. EPARept. No.
    600/2-85-001 (NTIS No. PB 851-147189/AS). U.S. Envi-
    ronmental Protection Agency, Cincinnati, Ohio.


Koers, D.A., and D.V. Mavinic. 1977. Aerobic digestion of
    waste-activated sludge at low temperatures. Jour. WPCF
    49(3): 460-468.


Malina, Jr., J.F. 1966. Discussion, pp. 157-160, in paper by D.
    Kehr, "Aerobic sludge stabilization in sewage treatment
    plants." Advances in Water Pollution Research, Vol. 2, pp
    143-163. Water Pollution Control Federation, Washington,
    DC.


Reynolds, T.D. 1973. Aerobic digestion of thickened waste-ac-
    tivated sludge. Part 1, pp.  12-37, in  Proc. 28th Industr.
    Waste Conf., Purdue University.
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                                                 Appendix £
           Determination of Residence Time for Anaerobic and Aerobic Digestion
Introduction
    The PSRP and PFRP specifications in 40 CFR 257 for
anaerobic and aerobic digestion not only specify temperatures
but also require minimum  mean cell residence times  of the
sludge in the digesters. The mean cell residence time is the time
that the sludge particles are retained in the digestion  vessel
under the conditions of the digestion. The calculation of resi-
dence time is ordinarily simple but it can become complicated
under certain circumstances. This appendix describes how to
make this calculation for most of the commonly encountered
modes for operating digesters.
Approach
    The discussion has to be divided into two parts: residence
time for batch operation and for plug flow,  and residence time
for fully mixed digesters. For batch operation, residence time
is obvious—it is the duration of the reaction. For plug flow, the
liquid-solid mixture that is sludge passes through the reactor
with no backward  or forward mixing. The time it takes the
sludge to pass through the reactor is the residence time. It is
normally calculated by the following equation:


9 = V/q                                               (1)

where
  6 = plug flow solids residence time
 V = volume of the liquid in the reactor
  q = volume of the liquid leaving the reactor

    Normally the volume  of liquid leaving the reactor  will
equal the volume entering. Conceivably, volume leaving could
be smaller (e.g., because of evaporation losses) and residence
time would be longer than expected if 6 were based on inlet
flow. Ordinarily, either inlet or outlet flow rate can be used.

    For a fully mixed reactor, the individual particles  of the
sludge are retained for different time periods—some particles
escape very soon after entry whereas others circulate  in the
reactor for long periods before escaping. The average time in
the reactor is given by the relationship:
      where
        8s = an increment of sludge solids mat leaves the reactor
         9 = time period this increment has been in the reactor
        0n = nominal average solids residence time

          When the flow rates of sludge into and out of the com-
      pletely mixed vessel are constant, it can be demonstrated that
      this equation reduces to:
           vcv
                                                           (3)
      where
         V = reactor volume
         q = flow rate leaving
        Cy = concentration of solids in the reactor
        Cq = concentration of solids in exiting sewage sludge

          It is important to appreciate that q is the flow rate leaving
      the reactor. Some operators periodically shut down reactor agi-
      tation, allow a supernatant layer to form, decant the supernatant,
      and resume operation. Under these conditions, the flow rate
      entering the reactor is higher than the flow  rate of sludge
      leaving.

          Note that in Equation 3, VCV is the mass of solids in the
      system and qCq is the mass of solids leaving. Ordinarily Cv
      equals Cq and these terms could be canceled. They are left in
      the equation because they show the essential form of the resi-
      dence time equation:
      mass of solids in the digester
    mass flow rate of solids leaving
                                                           (4)
      (5s x 6)
      S(Ss)
(2)
    Using this form, residence time for the important operating
mode in which sludge leaving the digester is thickened and
returned to the digester can be calculated.

    In many aerobic digestion installations, digested sludge is
thickened with part of the total volume returned to increase
residence time and part removed as product. The calculation
follows Equation 4 and is identical with the SRT (solids reten-
tion time) calculation used in activated sludge process calcula-
tions. The focus  here is on the solids in the digester and the
solids that ultimately leave the system. Applying Equation 4
for residence time then leads to Equation 5:
                                                        99

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    vcv
                                                     (5)
 where
  p a flow rate of processed sludge leaving the system
 Cp = solids concentration in the processed sludge

    The subscript p indicates the final product leaving the sys-
 tem, not the underflow from the thickener.  This approach ig-
 nores any additional residence tune in the thickener since this
 time is relatively short and not at proper digestion conditions.
Sample Calculations
    In the following paragraphs, the equations and principles
presented above are used to  demonstrate the calculation of
residence time for several commonly used digester operating
modes:
                                                               ZvjCj x time that batchi remains in the reactor
                                                           0n=
                                                               The following problem illustrates the calculation:

                                                            Let vh = 30 m3 (volume of "heel")
                                                                Vd = 130 m3 (total digester volume)
                                                                V; = each day 10 m3 is fed to the reactor at the
                                                                     beginning of the day
                                                                Ci=12kg/m3
                                                               Vf is reached in 10 days. Sludge is discharged at the end
                                                                      of Day 10.
                                                                    (10-12-10+10- 12-9 +•• - + 10-12- 1)
                                                           Then 6n = - - -
                                                                         (10 • 12 + 10 • 12 + • • • + 10 • 12)
                                                                     en=
10 • 12 • 55

10 • 12 • 10
= 5.5 days
Casel
*  Complete-mix reactor

•  Constant feed and withdrawal at least once a day

•  No substantial increase or decrease in volume in the reactor
   (V)

•  One or more feed streams and a single product stream (q)

    The residence time desired is the nominal residence time.
Use Equation 3 as shown below:

«   VCV  V
    The concentration terms in Equation 4 cancel out because
Cy equals Cq.
Case 2a
•  Complete-mix reactor

•  Vessel contains a "heel" of liquid sludge (Vh) at the begin-
   ning of the digestion step

•  Sludge is introduced in daily batches of volume (Vj) and
   solids concentration (Q)

•  When final volume (Vf) is reached, sludge is discharged
   until Vh remains and the process starts again

    Some aerobic digesters are run in this fashion. This prob-
lem is a special case involving a batch reaction. Exactly how
long each day's feeding remains in the reactor is known, but
an  average residence time must  be calculated as shown in
Equation 2:
                                                               Notice that the volume of the digester or of the "heel" did
                                                           not enter the calculation.
                                                           Case 2b
                                                               Same as Case 2a except:

                                                           •  The solids content of the feed varies substantially from day
                                                              to day

                                                           •  Decantate is periodically removed so more sludge can be
                                                              added to the digester

                                                               The following problem illustrates the calculation:

                                                               Let Vh = 30 m3, and Vd = 130 m3

                                                            Day      v, (m3)     Solids Content (kg/m3)     Decantate (m3)
1
2
3
4
5
6
7
8
Q
10
11
12
10
10
10
10
10
10
10
10
10
10
10
10
10
15
20
15
15
10
20
25
15
10
15
20
0
0
0
0
0
0
0
0
10
0
10
0
                                                             = (10-10-12+10- 15- 11 + 10-20- 10 + -• •
                                                                  ••• + 10-10-3 + 10- 15-2+10-20-1)
                                                               (10- 10+10- 15 + 10-20 + '
                                                               15 +10 • 20)
                                                          9n= 11,950/1,900 +6.29 d
                   + 10 • 10 + 10 •
                                                        100

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    The volume of "heel" and sludge feedings equaled 150 m3,
exceeding the volume of the digester. This was made possible
by decanting 20 m3.


Case 3
    Same as Case 2 except that after the digester is filled it is
run in batch mode with no feed or withdrawals for several days.

    A conservative 6n can be calculated by simply adding the
number of extra days of operation to the 9n calculated for Case
2. The same applies to any other cases followed by batch mode
operation.
Flow rate of sludge from the thickener = 4 m /d
Solids content of sludge from the thickener = 40 kg/m
Flow rate of sludge returned to the digester = 2 m3/d
Flow rate of product sludge = 2 m /d
100 x 13.3
  2x40
                   = 16.6 d
    The denominator is the product of the flow rate leaving the
system (2 m3/d) and the concentration of sludge leaving the
thickener (40 kg/m3). Notice that flow rate of sludge leaving
the digester did not enter into the calculation.
Case 4
•  Complete-mix reactor

•  Constant feed and withdrawal at least once a day

•  No substantial increase or decrease of volume in the reactor

•  One or more feed streams, one decantate stream returned to
   the treatment works, one product stream; the decantate is
   removed from the digester so the sludge in the digester is
   higher in solids than the feed

    This mode of operation is frequently used in both anaero-
bic and aerobic digestion in small treatment works.

    Equation 3 is used to calculate the residence time:

   Let V = 100 m3
      % = 10 m3/d (feed stream)
      Q = 40 kg solids/m3
       q = 5  m3/d (existing sludge stream)
      Cv = 60 kg solids/m3
Case 5
•  Complete-mix reactor

•  Constant feed and withdrawal at least once a day

•  Volume in digester reasonably constant

•  One or more feed streams, one product stream that is thick-
   ened, some sludge is recycled, and some is drawn off as
   product

    This mode of operation is sometimes used in aerobic di-
gesters. Equation 5 is used to calculate residence time.

Let V = 100 m3
Feed flow rate = 10 m3/d
Feed solids content = 10 kg/m3
Flow rate from the digester = 12 m /d
Solids  content of sludge from the digester = 13.3 kg/m
Comments on Batch and Staged Operation
    Sludge can be aerobically digested using a variety of proc-
ess configurations (including continuously fed single- or mul-
tiple-stage completely mixed reactors), or it can be digested in
a batch mode (batch operation may produce less volatile solids
reduction for a primary sludge than the other options because
there are lower numbers of aerobic microorganisms in it). Sin-
gle-stage completely mixed reactors with continuous feed and
withdrawal are the least effective of these options for bacterial
and viral destruction, because organisms that have been ex-
posed to the adverse condition of the digester for only a short
time can leak through to the product sludge.

    Probably .the most practical alternative to use of a single
completely mixed reactor for aerobic digestion is staged opera-
tion, such as use  of two or more completely mixed digesters in
series. The amount of slightly processed sludge passing from
inlet to  outlet would be greatly reduced compared to single-
stage operation.  If the kinetics of the reduction in pathogen
densities are known, it is possible to estimate how much im-
provement can be made by staged operation.

    Farrah et al.  (1986) have shown that the declines in densi-
ties of enteric bacteria and viruses follow first-order kinetics.
If first-order kinetics are assumed to be correct, it can be shown
that a one-log reduction of organisms is achieved in half as
much time in a two-stage reactor (equal volume in each stage)
as in a  one-stage reactor. Direct experimental verification of
this prediction has not been carried out, but Lee et al. (1989)
have qualitatively verified the effect.

    It is reasonable to give credit for an unproved operating
mode. Since not  all factors involved in the decay of microor-
ganisms densities are known, some factor of safety should be
introduced. It is  recommended then that for staged operation
using two  stages of approximately equal volume, the time re-
quired be reduced to 70% of the time required for single-stage
aerobic digestion in a continuously mixed reactor. This allows
a 30% reduction in time instead of the 50% estimated  from
theoretical considerations. The same reduction is recommended
for batch operation or for more than two stages in series. Thus,
the time required would be reduced from 40 days  at 20°C
(68°F) to 28 days at 20°C (68°F), and from 60 days at  15°C
(59°F) to 42 days at 15°C (59°F). These reduced times are also
more than sufficient to  achieve adequate vector attraction re-
duction.
                                                         101

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    If the plant operators desire, they may dispense with the
PSRP time-temperature requirements of aerobic digestion but
instead demonstrate experimentally that microbial levels in the
product from their sludge digester are satisfactorily reduced.
Under the current regulations, fecal coliform densities must be
less than or equal to 2,000,000 CPU or MPN per gram total
solids. Once this performance  is demonstrated, the process
would have to be operated  between monitoring  episodes at
time-temperature conditions  at least as  severe as those used
during their tests.
References
    Farrah, S.R., G. Bitton, and S.G. Zan. 1986. Inactivation
of enteric pathogens during  aerobic digestion of wastewater
sludge. EPA Pub. No. EPA/600/2-86/047. Water Engineering
Research Laboratory, Cincinnati, OH. NT1S  Publication No.
PB86-183084/A5.  National  Technical  Information  Service,
Springfield, Virginia.

    Lee, K.M., C.A. Brunner, J.B. Farrell, and A.E. Eralp.
1989. Destruction of enteric  bacteria and viruses during two-
phase digestion. Journal WPCF 61(6):1421-1429.
                                                         102

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                                                 Appendix F
         Sample Preparation for Fecal Conform Tests and Salmonella sp. Analysis
1.  Sample Preparation for Fecal Coliform Tests
LI  Class B Alternative 1
    To demonstrate that a given domestic sewage sludge sam-
ple meets Class B pathogen requirements under Alternative 1,
the density of fecal coliform from seven samples of treated
sewage sludge must be determined and the geometric mean of
the fecal coliform density must not exceed 2 million Colony
Forming Units (CPU) or Most Probable Number (MPN) per
gram of sewage sludge solids (dry weight basis). The solids
content of treated  domestic sludge can be highly variable.
Therefore, an aliquot of each sample must be dried and the
solids content determined in accordance with procedure 2540
G. of the 18th edition of Standard Methods for the Examination
of Water and Wastewater (APHA, 1992), hereafter referred to
as SM.

    Sludge samples to  be  analyzed in accordance with  SM
9221 E (Fecal Coliform MPN Procedure) and 9222 D  (Fecal
Coliform Membrane Filter Procedure)  may require dilution
prior to analysis. An ideal sample volume will yield results that
accurately estimate the  fecal coliform density of the sludge.
Detection of fecal coliform in undiluted samples could easily
exceed the detection limits of these procedures. Therefore, it is
recommended that the following dilution scheme be used.

For Liquid Samples:
    1. Use a sterile pipette to transfer 1.0 mL of well-mixed
        sample to 99 ml. of sterile buffered dilution water (see
        SM Section 9050C) in a sterile screw cap bottle, and
        mix by vigorously shaking the bottle a minimum of 25
        times. This  is dilution "A." A volume of 1.0 mL of this
        mixture is 0.010 mL of the original sample.

    2. Use a sterile pipette to transfer 1.0 mL of dilution "A"
        to a second  screw cap bottle containing 99 ml. of sterile
        buffered dilution water,  and mix as before. This is di-
        lution "B." A volume of 1.0 mL  of  this mixture is
        0.00010 mL of the original sample. Use a sterile pipette
        to transfer 1.0 mL of dilution "B" to a sterile screw cap
        bottle containing 99  mL of sterile buffered dilution
        water, and mix as before. This is dilution "C." Go to
        Step 3 for MPN analysis or Step 5 for membrane filter
        (MF) analysis.

    3. For MPN analysis,  follow procedure 9221 E in SM.
        Four series  of five tubes will be used for the analysis.
       Inoculate the first series of five tubes each with 10.0
       mL of dilution "B." This is a 0.0010 dilution of the
       original sample. The second series of tubes should be
       inoculated with 1.0 mL of dilution "B" (0.00010). The
       third series of tubes should receive 10.0 mL of "C"
       (0.000010). Inoculate a fourth series of five tubes each
       with 1.0 mL of dilution "C" (0.0000010). Continue the
       procedure as described in SM.
    4. Refer to Table 9221.IV in SM to estimate the MPN
       index/100 mL. Only three of the four  series of five
       tubes will be used for estimating the MPN. Choose the
       highest dilution that gives positive results in all five
       tubes, and the next two higher dilutions for your esti-
       mate. Compute the MPN/g according to the following
       equation:
MPN fecal coliform/g =
     IPX MPN index/100 mL
largest volume X % dry solids tested
Examples:
    In the examples given below, the dilutions used to deter-
mine the MPN are underlined. The number in the numerator
represents positive tubes; that in the  denominator, the  total
number of tubes planted; the combination of positives simply
represents the total number of positive  tubes per dilution.
          0.0010  0.00010  0.000010  0.0000010  Combination
 Example    mL      mL       m        mL     of Positives
a
b
c
5/5
5/5
0/5
5/5
3/5
1/5
3/5
1/5
0/5
0/5
0/5
0/5
5-3-0
5-3-1
0-1-0
    For each example we will assume that the  total solids
content is 4.0%.

    For Example a:
    The MPN index/100 mL from Table 9221.4 is 80. There-
fore:
    For Example b:
                                                       103

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     The MPN index/100 mL from Table 9221.4 is 110. There-
 fore:
 MPN/g =
  10x110
0.0010x4.0
= 2.8 x 10s
     For Example c:

     The MPN index/100 mL from Table 9221.4 is 2. Therefore:
 MPN/g:
             10x2
          0.0010x4.0
             = 5.0xl03
     5. Alternately the membrane filter procedure may be used
        to determine fecal coliform density. Three individual
        filtrations should be conducted in accordance with SM
        9222 D using 10.0 mL of dilution "C," and 1.0 mL and
        10.0 mL of dilution "B." These represent 0.000010,
        0.00010, and 0.0010 mL of the original sample. Incu-
        bate samples, and count colonies as directed. Experi-
        enced analysts are encouraged to modify this dilution
        scheme  (e.g., half log dilutions) in order to obtain fil-
        ters which yield between 20 and 60 CPU.

     6. Compute the density of CPU from membrane filters
        that yield counts within the desired range of 20 to 60
        fecal coliform colonies:
       coliform colonies/g =
                 coliform colonies counted x 100
                   mL samplex % dry solids
For Solid Samples:
     1. In a sterile dish weigh out 50.0 grams of well-mixed
        sample. Whenever possible, the sample tested should
        contain all  materials which will be included in the
        sludge. For example, if wood chips are part of a sludge
        compost,  some mixing  or grinding means may be
        needed to achieve homogeneity before testing. One ex-
        ception would be large pieces of wood which are not
        easily ground and may be discarded before blending.
        Transfer the sample to a sterile blender. Use 450 mL
        of sterile buffered dilution water to rinse any remaining
        sample into the blender. Cover and blend on high speed
        for 2 minutes. One milliliter of this sample contains
        O.10 g of the original sample.

    2. Use a sterile pipette to transfer 11.0 mL of the blender
        contents to  a screw cap bottle containing 99  mL of
        sterile buffered dilution water and shake vigorously a
        minimum of 25  times. One milliliter of this sample
        contains 0.010 g of the original sample. This is dilution
        "A."

    3. Follow the procedures for fluid samples starting at Step
       2.

Examples:
    Seven samples of a treated sludge were obtained prior to
land spreading. The solids concentration of each sample was
determined according to SM. These were found to be:
Sample No.
     1
     2
     3
     4
     5
     6
     7
Solids Concentration (%)
          3.8
          4.3
          4.0
          4.2
          4.1
          3.7
          3.9
                                           The samples were liquid with some solids. Therefore the
                                       procedure for liquid sample preparation was used. Furthermore,
                                       the membrane filter technique was used to determine if the fecal
                                       coliform concentration of the sludge would meet the criteria for
                                       Class B  Alternative 1. Samples were prepared in accordance
                                       with the procedure outlined above. This yielded 21 individual
                                       membrane filters (MFs) plus controls. The results from these
                                       tests are shown in Table 1.
                                       Table 1.   Number of Fecal Coliform Colonies on MF Plates
Sample No.
1
2
3
4
5
6
7
0.000010
mL Filtration
0
2
0
0
0
0
0
0.00010
mL Filtration
1
18
8
5
1
1
1
0.0010 mL
Filtration
23
TNTC
65
58
17
39
20
                                                       Whenever possible, the coliform density is calculated us-
                                                   ing only those MF plates that have between 20 and 60 blue
                                                   colonies. However, there may be occasions when the total num-
                                                   ber of colonies on a plate will be above or below the ideal
                                                   range. If the colonies are not discrete and appear to be growing
                                                   together, results should be  reported  as  "too numerous  to
                                                   count"(TNTC). If no  filter has a coliform count falling in the
                                                   ideal range (20 to 60), total the coliform counts on all countable
                                                   filters and report as coliform colonies/g. For sample number 2
                                                   the fecal coliform density is:
                                                   coliform colonies/g =
                                                                            (2 + 18) X 100
                                                                       (0.000010 + 0.00010) X 4.3
                                                                                    = 4.2xl06
                                                       Sample number 3 has two filters that have colony counts
                                                   outside the ideal range also. In this case, both countable plates
                                                   should be used to calculate the coliform density/g. For sample
                                                   number 3, the fecal coliform density is:
                                                   coliform colonies/g =
                                                                           (8 + 65) x 100
                                                                       (0.00010 +0.0010) X 4.0
                                                                                 = 1.6 x 106
                                                       Except for sample number 5, all the remaining samples
                                                   have at least one membrane filter within the ideal range. For
                                                   these samples, use the number of colonies formed on that filter
                                                   to calculate the coliform density. For sample number 1, the fecal
                                                   coliform density is:
                                                         104

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coliform colonies/g =
  23 x 100
O.OOlOx 3.8
= 6.0xl05
    Coliform densities of all the samples were calculated and
converted to logio values to compute a geometric mean. These
calculated values are presented in Table 2.
Table 2.   Coliform Density of Sludge Samples

  Sample No.           Coliform Density
1
2
3
4
5
6
7
6.0 X 105
4.2 X 106
1.6 X106
9.0 X 105
4.0 X 10s
1.0 X 10s
5.1 X 10s
5.78
6.62
6.20
6.14
5.60,
6.02
5.71
    The geometric mean for the seven samples is determined
by averaging the Iog10 values of the coliform density and taking
the antilog of that value:

    (5.78 + 6.62 + 6.20 + 6.14 + 5.60 + 6.02 + 5.71) / 7 = 6.01

    The antilog of 6.01 = 1.0 x  106

    Therefore, the geometric mean  fecal coliform density is
below 2 million and the sludge meets  Class B pathogen require-
ments under Alternative 1.


1.2  Class A Alternative 1
    Part 503 requires that, to qualify as a Class A sludge,
treated sewage sludge must be monitored for fecal coliform (or
Salmonella sp.) and  have a density  of less than 1,000 MPN
fecal coliform per gram of total solids (dry weight basis). The
regulation does not specify total number of samples. However,
it is suggested that a  sampling event extend over 2 weeks and
that at least seven samples be  collected and analyzed.  The
membrane filter procedure may not be used for this determina-
tion. This is because the high concentration of solids in such
sludges may plug the  filter or, render the filter uncountable. The
total solids content for  each sample must be determined in
accordance with procedure 2540 G of SM.

For Liquid Samples:
     1. Follow procedure 9221 E in SM. Four series of five
       tubes will be used for the analysis. Use a sterile pipette
       to inoculate the first series of five tubes with 10.0 mL
       of well-mixed sample per tube (it may be convenient
       to use a sterile pipette with a large diameter opening
       capable of transferring sludge solids). The second se-
       ries of tubes should receive 1.0 mL of well-mixed sam-
       ple. Use a sterile pipette to transfer 1.0 mL of sample
       to 99 mL  of sterile buffered dilution water (see SM
       Section 9050 C) in a sterile screw cap bottle, and mix
       by  vigorously shaking the bottle  a minimum of 25
       times. This is dilution "A." Use a sterile pipette to
       inoculate the third series of tubes with  10.0 mL of
       dilution "A." The fourth series of tubes should be in-
       oculated with 1.0 mL of dilution "A." Complete the
       procedure as described hi SM.

    2. Calculate the MPN as directed hi Step 4 above.

For Solid Samples:
                                             1. Using aseptic techniques, weigh out five portions of
                                                10.0 grams each of well-mixed sample. For example,
                                                if wood chips are part of a sludge compost, some mix-
                                                ing  or grinding means may be needed to achieve ho-
                                                mogeneity before testing.  One  exception  would be
                                                large pieces of wood that are not easily ground and may
                                                be discarded before blending. Transfer each portion to
                                                MPN tubes  containing  10.0  mL of double-strength
                                                Lauryl Tryptose Broth (71.2 g/L). The second series of
                                                MPN tubes should contain 10.0 mL of single-strength
                                                Lauryl Tryptose Broth (35.6 g/L). Using aseptic tech-
                                                nique, weigh out five portions of 1.0 g each of well-
                                                mixed sample and transfer each to individual tubes
                                                prepared for the second series of MPN tubes. Please
                                                note that some solids  will not separate easily and/or
                                                may float. Since gas  fermentation tubes are used for
                                                this procedure shaking is not practical. Therefore, it is
                                                recommended that a sterile loop be used to gently sub-
                                                merge solids in the broth. Prepare dilution "A" as de-
                                                scribed above under "Class B Alternative 1, For Solid
                                                Samples." Inoculate the third series of MPN tubes with
                                                10.0 mL of dilution "A." The fourth series of five tubes
                                                must receive 1.0  mL of dilution "A" in each tube.
                                                Continue with the procedure hi Section 9221 E of SM.

                                             2.  Calculate the MPN as directed in Step 4 above.


                                         2.   Sample Preparation for Salmonella Sp. Analysis
                                             As an alternative to fecal coliform analysis, Salmonella sp.
                                         quantification may be used to demonstrate that a sludge meets
                                         Class A criteria. Sludges with Salmonella sp. densities below 3
                                         MPN/4 g (dry weight basis) meet Class A criteria.  The analyti-
                                         cal method presented hi Appendix G of this  document, de-
                                         scribes the procedure used to identify Salmonella sp. in a water
                                         sample. To  use this  MPN procedure for sewage  sludges, the
                                         sample preparation step described here should be used, and the
                                         total solids content of each sample must be determined accord-
                                         ing to Method 2540 G in SM.

                                     _   For Liquid Samples:
                                             1.  Follow the same procedure used for liquid sample
                                                preparation for fecal coliform analysis described under
                                                Section  1.2 above (Class A Alternative 1). However,
                                                the enrichment medium used for this analysis should
                                                be dulcitol selenite broth (DSE) as described in Appen-
                                                dix G, and only three series of five tubes should be
                                                used for this  MPN procedure. Use a sterile open-tip
                                                pipette to transfer 10.0 mL of sample to each tube in
                                                the first  series. These tubes should contain 10.0 mL of
                                                double-strength DSE broth. Each tube in the second
                                                series should contain 10.0 ml. of single- strength DSE
                                                broth. These tubes should each receive 1.0 mL of sam-
                                                ple. The final series of tubes should contain 10.0 mL
                                                         105

-------
       of double-strength DSE broth. These tubes should each
       receive 10.0 niL of dilution "A" as described above.
       Complete the MPN procedure as described hi Appen-
       dix G.
    2. Refer to Table 9221.IV in SM  to estimate the MPN
       index/100 mL. Calculate the MPN/4 g according to the
       following equation:
    Salmonella sp. MPN/ g =
    Example:
MPN index/lOOmLx 4
     % dry solids
    If one tube in the first series was identified as being posi-
tive for Salmonella sp. and no other tubes were found to be
positive, from Table 9221.IV one finds that a 1-0-0 combination
of positives has an MPN index/100 mL of 2. If the mass of dry
solids for the sample was 4.0%, then:

                      2x4
Salmonella sp. MPN/ g=-rr- = 2
For Solid Samples:
    1. Follow the procedure for solid sample preparation for
       fecal coliform analysis described under Section 1.2
       (Class  A Alternative 1) above. However, the enrich-
       ment medium used for this analysis should be dulcitol
       selenite broth (DSE) as described hi Appendix G, and
       only three series of five tubes  should be used for this
       MPN procedure. Use aseptic technique to weigh out
       and transfer 10.0 g of well-mixed sample to each screw
       cap tube in the first series, shake vigorously to  mix.
       These tubes should contain 10.0 mL of double-strength
       DSE broth. Each tube in the second series should con-
       tain 10.0 mL of single-strength DSE broth. These tubes
       should receive 1.0 g of sample, mix  as noted above.
       The final series of tubes  should contain 10.0 mL of
       double-strength DSE broth. These tubes should receive
       10.0 mL of dilution "A" as described above. Loosen
       caps before incubating the tubes. Complete the MPN
       procedure as described in Appendix G.

    2. Refer to Table 9221.IV in SM to estimate the MPN
       index/100 mL. Calculate the MPN/4 g according to the
       following equation:
                                                          Salmonella sp. MPN/ g =
                                                      MPN index/lOOmL x 4
                                                           % dry solids
                                                       106

-------
                                           Appendix G
        Kenner and Clark (1974) Analytical Method for Salmonella sp. Bacteria*
           Detection  and  enumeration  of  Salmonella
           and  Pseudomonas aeruginosa
           BERNARD A. KENNER AND HAROLD P. CLARK
               THE FEDERAL WATER POLLUTION CON-
               TROL  AMENDMENTS  of 1972*-4  may
           well require the quantification and  enu-
           meration of pathogens such as Salmonella
           species in  all classes  of waters.  The re-
           quirements are described by Shedroff.5
             One of  the continuing programs of the
           Environmental  Protection  Agency  (EPA)
           is  a research project  concerned  with the
           development of practical laboratory meth-
           ods for the  isolation, quantification, and
           enumeration  of pathogens from polluted
           waters.  This paper reports a monitoring
           method developed for the simultaneous
           isolation and enumeration of Salmonella
           species and Pseudomonas  aeruginosa from
           potable waters,  reuse  waters, treatment
           plant   effluents,  receiving  waters,  and
           sludges.
             The method described  herein, and de-
           veloped by Kenner,6  is practical because
           readily  available  bacteriological  media,
           chemicals,  and equipment are  all that are
           required to  obtain  the  desired  results.
           These results are the  establishment of the
           absence or presence of Salmonella  species
           (pathogenic  hazardous bacteria)  and/or
           Pseudomonas aeruginosa  (potential patio-
           gens)   that affect persons  who are  in  a
           debilitated condition  and  are very com-
           mon as infectious agents  in hospitals be-
           cause   of  their  resistance  to antibiotic
           therapy.7"9  Potable waters have also been
           shown to  contain Ps.  aeruginosa.6'10  The
           sources of these potential pathogens  are
           human  and  animal   feces  and  waste-
           waters.11- 12
             When the  monitoring method was used,
           it was found that 100  percent of municipal
           wastewaters  and treatment plant sludges
contained  both  of  these potential patho-
gens.   Ps. aeruginosa has been  found in
potable water supplies of large and small
municipalities where insufficient  residual
chlorine is evident.  Also important is the
fact that these organisms may be found in
the absence of fecal  coliforms,  whereas
negative indicator tests may give  a  false
sense  of security.   It is believed  by the
authors that these organisms  may be better
indicators  than  fecal coliforms of pollu-
tion in potable,  direct reuse, bathing,  and
recreational waters.


MATERIALS AND  METHODS

  The  monitoring  method uses a  multiple
tube (MPN) procedure in which dulcitol
selenite broth (DSE) 13 is used for primary
enrichment medium, and is modified by
the use of  sodium acid selenite (BBL).
The formula is proteose peptone (Bacto),
0.4 percent; yeast extract  (Bacto), 0.15
percent;  dulcitol,  0.4  percent;  BBL,  0.5
percent;  Na2HPO4, 0.125  percent;   and
KH2PO4,  0.125 percent  in distilled water.
The constituents are dissolved in  a sterile
flask,  covered  with foil,  and heated to
88 °C  in a  water  bath  to obtain a clear
sterile  medium that does  not require ad-
justment of pH.   Productivity for Salmo-
nella, species is enhanced by the  addition
of an  18-hr, 37 °C culture  of Salmonella
paratyphi A (10 percent by volume) in
single-strength DSE broth, killed by heating
to 88°C.
  Concentration of bacteria from large
volumes of water is necessary when pota-
ble,  direct reuse,  receiving waters,  and
treatment  effluents are being monitored.

	Vol. 46, No. 9,  September  1974 2163
*Copyright © 1974 Water Environment Federation. Reprinted with permission.
                                                 107

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KENNER AND CLARK
             TABLE I.—Retentive Characteristics of Several Glass Fiber Filter Papers*
                              Compared with Membrane Filters
                  Filter
 Milliporc (MF) HAWG 047 HA 0.45 n, white,
  grid, 47 mm, Millipore Filter Corp.
 984H Ultra Glass Fiber Filter, 47 mm,
  Reeve Angel Corp.
 GF/F Glass Paper Whatman.J 47 mm,
  Reeve Angel Corp.
 GF/D Glass Paper Whatman, t 47 mm,
  Reeve Angel Corp.
 934AH Glass Fiber Filter, 47 mm,
  Reeve Angel Corp.
 GF/A Glass Paper Whatman, 47 mm,
  Reeve Angel Corp.
Total Bacteriaf
   Filtered
   1,376

   1,229

   2,698

   2,622

   1,049

   1,066
Number Passing
    Filter
   0

  25

   6

2,166

  198

  680
               Percentage
               Retention
                    100

                     98

                     99.8

                     17.4

                     81

                     36
  * The 984H Ultra Glass Fiber Filter is flexible when wet, readily allows filtration of large volumes of water,
can readily be bent double with forceps, and, when placed into primary enrichment broth, disintegrates when
tube is shaken and releases entrapped bacteria.
  t Enteric bacteria, E. coli, 0.5 X 1-3 ft.
  t A new paper filter GF/F has better retentive properties than the 984H, and has same properties (tested
Oct. 1973).
Concentration  is  attained  by   filtration
through glass fiber filters °  in a membrane
filter apparatus.  After the  desired volume
of water is filtered through the ultra filter,
the  flexible filter is folded  double with
sterile forceps and inserted into a suitable
volume   of  single-strength  DSE   medium
contained in a test  tube  located in  the
first row of  the multiple  tube setup.  The
tube should then be shaken  to cause  the
filter to  disintegrate  (Table I and Figure
1).   To  obtain MPN results  per  one 1 or
per  10 1, 100 ml or 1,000 ml of sample,
respectively, are  filtered  for  each tube of
DSE  medium in the first  row of  the five-
tube MPX setup.   Additional  dilutions  are
made by transferring material  from  tubes
in the first  row  to tubes farther back in
the setup.
  Obtaining results on  a per 1-gal (3.8-1)
basis requires filtration of 380 ml, and on
a per 10-gal (38-1) basis  requires filtration
of 3,800 ml for each tube in  the  first row.
Where concentration  of bacteria is  not
usually required,  as  in municipal waste-
waters, sludges, or primary  effluents,  the
regular transfer of 10 ml of sample to each

  • Reeve  Angel 984H ultra  glass fiber filter, 47
mm,  Reeve Angel  &. Co.,  Inc.,  Clifton,  N. J.
Mention of trade  names does not constitute  en-
dorsement  or recommendation by EPA.

2164  Journal WPCF	
   tube in the first row of the setup  into 10
   ml of double-strength  DSE is  made,  1 ml
   of  sample  in  9 ml of single-strength. DSE
   in  the  second row,  and so on.  The MPN
   table in "Standard Methods" " is used to
   read directly  the  results  per volume of
   sample.
     Incubation temperature of  40° ± 0.2°C
   for 1 and 2 days is  critical to obtain opti-
   mum  recovery  of   Salmonella  sp.   and
   Pseudomonas aeruginosa when  DSE broth
   is  used for  primary  enrichment.   After
   primary incubation at 40° C,  surface 1'oop-
   fuls (scum) (7 mm platinum  or nichrome
   wire  loop)  are removed from each multi-
   ple-tube culture and streaked on  each of
   two sections of a  divided plate of Xylose
   lysine desoxycholate agar (XLD) 1!i in order
   to isolate colonial  growth.   The numbered
   plates are inverted and incubated at 37°C
   for a period not to  exceed 24 hr.
     Commercial  dehydrated XLD agars  (BBL
   and Difco)  are satisfactory if  they  are re-
   constituted  in  distilled water  in  sterile
   foil-covered flasks  and heated to  88°  or
   92 °C,  respectively.   The  agar  is  then
   cooled to 55°  to  60°C  and distributed in
   sterile petri dishes.   This  laboratory pre-
   fers 10-ml  portions  in  each  section  of  a
   divided  sterile  disposable   plastic  dish
   (Figure 1).
                                          108

-------
                                                                      PATHOGEN  DETECTION
                           i
                        Sterile
                        polypropylene
                        container
                                       Filter funnel
                                       for 47-mm 984 H
                                              filter pad
                                                                vacuum
                                                            flask
                                                     After filtration filter-pad is
                                                    folded double with forceps
                       5 1000ml pad inserted into 20ml
                         1xDSE broth for each of 5-tubes
                                       in 1st row	
                                          )  2ml to
                                        8ml  1xDSE in
                                            2nd row
                                            I
                                            1 ml from
                                            2nd row to
                                            9ml 1xDSE /
                                          3rd row etc.
                         ^Completed MPN incubated at 40C for
                          1- and 2- days-Secondary medium streaked for
                          isolated colonies from surface MPN tubes with
                          7 mm Nichrome 22 gauge loop
                                 6
                       extract
                       I  blue
                             1000A
                              XLD Agar plate invert plates incubate 37C 20-24 hrs
                                                               Loosen caps
                                                                   H
  Loosen cap & incubate
              6-20 hrs
         _-,  40C
Chloroform
             King A
            Tech Agar
                  Pick Black centered
                    colonies to KIA
                                                     slants
                                                                1000 A
                                                     Pink colonies  —-
                                                     rarely
                                                    Salmonella sp.
                                                   'Streak and Stab butt
                                       f Red
t                                        no-change
                                        s
                                        slant
                                       ["H2S
                                       I Black
                                      T Yellow
                                        Acid
                                       LButt
                            Blue Green
                          Ps. aeruginosa
                   Slide Serology
               Salmonella "O" poly A-
             or Salmonella "H" poly a
                              Incubate Slants at 35-
                 Pick flat erose edge   37C 18-20 hr.
                 grayish alkaline colonies
                 to Tech Agar streak & stab,
                                           , typical slant
                                        ^'for isolated pure strains
                           Test
,-l  f  Urease     I
-z \  Negative
                    FIGURE 1.—Procedure for isolation of pathogens,
  Positive  incubated  XLD  plate  cultures
contain  typical  clear,  pink-edged,  black-
centered  SaZmoneZZa  colonies,  and  flat,
mucoid, grayish alkaline, pink erose-edged
Ps. aeragmosa.   The  SaZmoneZZa  colonies
are picked  to  Kligler iron  agar  (KIA)  or
Triple  sugar  iron agar slants  for  typical
                            appearance, purification,  and identity tests.
                            Ps. fleragmosa colonies are picked to King
                            A agar slants (Tech  agar BBL) for obtain-
                            ing the bluegreen  pyocyanin  confirmation
                           •at40°C (Figure 1).
                              Typically,  Salmonella  sp.  slant cultures
                            (streaked and  stabbed), incubated  over-

                            	Vol. 46, No. 9, September 1974  2160
                                             109

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KENNER AND CLARK
             TABLE II.—Advantage of Ultra-filter 984H Use in Monitoring Suspected
                              Waters for Salmonella species
Type of Sample
Stormwater runoff

Stormwatcr runoff

Activated sludge effluent
Municipal wastewater




Municipal wastewater


Activated sludge effluent

Mississippi River water,
mile 403.1

Municipal wastewater


Salmonella
(no./100 ml)
4.5

<3.0 •

<3.0
6.2




<3.0


<3.0

43


3.0


Serotypes 'Found
(no./ 100 ml)
5. bareilly1

none

none
Arizona3




none


none

5. ohiow


S. cholerasuis
var. kunzendorf2

Salmonella
(no./gal)
210

7.3

3.6
1,500




110


28

>11,000


21


Serotypes Found
(no./gal)
5. kottbus™
S. bareilly11
S. Java*
S. muenchent
S. group G4
Arizona4
5. anatum?
S. newporfi
S. san diego1
S. worthington2
S, anatum*
S. derby1
S. newport3
S. Uocklef
S, newport3
S. ohio1*
S. derby*
S. meleagridis*
S. cholerasuis
var. kunzendorf6
5. newport*
night at 37°C, give an unchanged or alka-
line red-appearing slant; the butt is black-
ened by HaS, is acid-yellow, and has  gas
bubbles, except for rare species.  Typical-
appearing  slant  cultures  are  purified by
transferring them to  XLD agar plates for
the development of isolated colonies.  The
flat or umbonated-appearing colonies  with
large black centers  and  clear pink edges
then are picked to KIA slants (streaked and
stabbed), incubated  at 37°C, and  urease
tested before the identification procedure
(Figure 1).  Urease-negative tubes  are re-
tained  for  presumptive   serological  tests
and serotype  identification.
   Typical Tech agar slant cultures  for Ps.
aeruginoca  that are  incubated  at  40°C
overnight  turn  a  bluegreen  color from
pyocyanin,  a pigment produced  only by
this species.  A reddish-blue color is  caused
by the  additional presence  of  pyorubin.
The blue pigment is  extractable in chloro-
form and is light blue in color after a few
hours  at room temperature.  No further
tests are necessary.  The count is read di-
rectly from the MPN table.

216G  Journal WPCF	
JUSTIFICATION  FOR PROCEDURES
  Choice  of primary enrichment  medium
and secondary isolation agar.  Most of the
enrichment  media  described in  contem-
porary  literature were  designed  for the
isolation of pathogens from clinical speci-
mens  from ill  persons or from samples of
suspected foods, and they work  quite well
for  those types of samples.  When they
are  used, however, for  the  isolation of
pathogens from  polluted waters and other
types  of environmental  samples,  such as
soils,  they do not  prove adequate.   En-
richment media that were tested and found
wanting in regard to detection  and selec-
tivity  were tetrathionate broth (TT), with
and  without  brilliant  green  at  41.5°C;
selenite  cystine broth  at 37°C;  selenite
F broth at 37 °C; selenite brilliant  green,
with and without sulfa, at 37° and 41.5°C;
and Gram-negative broth (GN) at 40° and
41.5°C.
  None of the media named worked well
at 37°C for the isolation of Salmonella sp.,
and isolation  from  wastewaters only oc-
                                        110

-------
                                                              PATHOGEN DETECTION
          TABLE III.—Percentage of Colony Picks from DSE-XLD Combination Positive
                                 for Salmonella species
Liquid Samples
Municipal wastewater
Stockyard wastewater
Rivers
Mississippi
Ohio
Stormwater runoffs
Activated sludge biological
effluent
Trickling filter effluent
Package plant effluent
Package plant sludge
Chlorinated primary outfall
Creek 1 mile (1.6 km) below
package plant outfall
Home cisterns
Dupont R-O
Feed
Reject
Product-negative
Raw primary sludge
Primary activated sludge
Anaerobic digester sludge
Anaerobic digester sludge
(28 days)
Activated secondary sludge
Total
No.
15
1


8
2

20
7
6
2
2

2
2

1
1

4
1
3

1
6
84
Total Picks
from XLD
315
36


110
18

386
103
83
41
17

37
17

20
16

80
15
78

9
189
1,570
No.
Positive
250
36


84
14

306
78
55
37
13

16
10

14
8

66
13
65

3
155
1,223
No.
Negative
65
0


26
4

80
25
28
4
4

21
7

6
8

14
2
13

6
• 34
347
Percentage
Positive
Range of
Salmonella
counts/ 100 ml
79 3.0-1,500
100


76
78

79
76
66
90
76

43
59

.70
50

83
87
83

33
82
average 78
2,100


1.5->300
0.2-1.5

0.1-1,100
0.35-140
1.8-620
43-240
3-43

4.5-12
0.26-1,1

4.3
0.91 '

13-700
23
79-170

2
11->11,000

curred by chance  and was purely qualita-
tive.  Of the above-named media used in
preliminary tests,  selenite brilliant green
sulfa  broth  (SBGS)  at  41.5°C  gave  the
best isolation of Salmonella sp.  from waste-
waters (with and without the addition of
S. typhimurium in known numbers).  Of
thirteen wastewater  samples  tested in SBGS
at 41.5°C,  six contained Salmonella or 46
percent were positive.  With DSE broth at
40°C, 28 of 28, or  100  percent  of  waste-
water samples, gave positive results.
  Studies were not  continued  on SBGS me-
dium when it was noted that some  lots of
commercially available SBGS  seemed to be
selective for Salmonella sp. while  others
were  not.   The  medium  was then  pre-
pared according to  the  original  formula16
with  six different lots of brilliant green
(certified),  only one of which was selec-
tive.  The use of brilliant  green agar  as
a selective medium  is subject  to the same
variability, according to Read and Reyes.17
   The main reasons for rejection  of  XT,
 with and without brilliant green, and  for
 selenite broth's using brilliant green agar
. and XLD agar as  secondary media are  not
 only fewer isolations of Salmonella sp.,  but
 also the poor selectivity of these combina-
 tions when  they  are used for monitoring
 polluted waters.  These combinations' poor
 selectivity  at 41.5°C is  apparent  in  the
 results of Dutka  and Bell,18 where the TT
 broth-xLD combination  yielded 26 percent
 confirmation of colonial picks, and selenite
 broth-EGA and  selenite  broth-XLD gave 55
 and 56 percent confirmations, respectively.
 The authors had  similar results.  The  GN-
 XLD combination  was  poorest  for  water
 samples at  40° and 41.5°C, yielding  less
 than  10  percent isolations  from  waste-
 waters.
   Effect of  incubation temperature on  iso-
 lation of  Salmonella sp.  In a  study of
 26 wastewater samples that was  conducted
 with the DSE multiple tube setups at three

 	Vol. 46, No. 9, September 1974  - 2167
                                        111

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KENNER AND CLARK
TABLE IV. — Serotypes of Salmonella
Found in
Polluted Waters


Serotype
1 lyphimitriuni*
2 derby
3 cabana
4 chtftcr
5 H«?P0rt
6 kallbui
7 bSoeklfy
8 itifanlii
v eHterititiiS
10 Quotum
11 keiilflbtm
12 ui<»iJiii<(ii«
13 paratyptti B
14 iHiiioij
15 thniafson
16 litiitffstmie
17 nioiifiFii/fo
18 mueitfhen
19 oraaienberg
20 TQM tiifffO
21 6
M)
id
•iy
35
39

27
40
.




* Rank in human occurrence Table I, Martin


Rank in
Human
Occurrence*
1 and 6f
12
20
19
4
,; ';, — t
9
e
13
6
14
17
4
16
18
15
18
23
~j
25
~%
24
— t
— t "

' 	 T
__f
23
— t
__
22
— t
	 f
— |
7
8
21
2S*
J
i

— t
10
__*
20
_
— t
24




and Kwing.13
t Jro|inr,ulon of .V. lyphimuriiim and var. Copenhagen not
done alter initial identification*.
(ScroiypM occurring in humane. 1965-1971. Center for
Disease Control, Salmonella Survi-illance. Annual Summary
1971. Table IX. U. S. DUliW, PUS DIIEW Publ. N'o. (HSM)
73-8184 (Oct. 1972).
21 GS Journal V\
7PCF





different temperatures, it was found that
100 percent of the samples contained Sal-
monella sp. and Ps. aeruginosa at 40°C.
At 41.5° C, however, only 50 percent or 13
of the samples yielded Salmonella sp., and
at 37 °C only 8 percent or 2 of the samples
yielded Salmonella sp.
Effect of enhancement of DSE broth with
a killed culture of S. paratyphi A. In a
study of 84 samples of activated sludge
effluents, trickling filter effluents, package
plant effluents, and stream waters, DSE
broth enhanced with a. killed culture of
S. paratyphi A in DSE broth (10 percent
by volume) yielded isolations in 64 sam-
ples or 74 percent isolated Salmonella sp.,
compared with 48 samples or 57 percent
isolations when the DSE broth was used
without enhancement. An improved iso-
lation of 17 percent was achieved with
enhanced DSE broth.
Ultra-filter. The advantages of ultra-
filter use in testing water samples are illus-
trated in Table II.


RESULTS AND DISCUSSION

Of importance to those who must use
bacteriological tests to obtain Salmonella
sp. and Ps. aeruginosa counts from waters
is the amount of work that must be done
to secure accurate results. Table III pre-
sents the percentage of colony picks made
with the described method that proved to.
be Salmonella sp. If there are black-
centered colonies on the XLD plates, more
than 75 percent of the picks will prove to
be Salmonella sp.; thus, the method leads
to less unproductive work. When other
methods were used, the authors have at
times had to pick 50 black-centered col-
onies to obtain only 5 Salmonella sp.
strains. This type of unproductive work
has given the search for pathogens in the
environment an undeserved bad reputation,
and it has caused some to give up.
In Table II it may readily be seen that
in many cases the fault with many tests
has been the testing of an insufficient vol-
ume of sample. Many people think that
it involves too much work, and that only
expensive fluorescent antibody techniques
will work. The problem is, however, to

112

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                                                               PATHOGEN DETECTION

     TABLE V.—Percentage of Various Types of Water Samples Positive for Salmonella species
Type of Sample
Municipal wastewaters
Municipal primary effluents
(chlorinated)
Activated sludge effluents (clarified)
Activated sludge effluents
Before chlorination
After chlorination, 1.4-2.0 mg/1
residual, 5 min contact
Trickling filter effluents
Package plant effluents
Creek 1 mile (1.6 km) below package
plant
Ohio River above Cincinnati public
landing
\Vabash River
Mississippi River
Streams collective
Stormwater runoff after heavy rain
Farm wells
Home cisterns suburban
Septic tank sludges
Totals
Number of
Samples
28

9
40

5

8
26
15

3

20
4
4
31
6
. 4
5
6
183
Number
Positive
28

5
29

4

0
15
7

3

9
3
3
18
3t
0
2
3
114
Number
Negative
0

4
11

1

8
11
8

0

11
1
1*
13
3t
4
3
3
69
Percentage
Positives
100.0

56.0
72.5

80.0

0.0
57.7
46.7

100.0

45.0
75.0
75.0
58.0
50.0
0.0
40.0
50.0

  * Municipal intake.
  f Positive by per-gallon technique.
  t Negative by per-100 ml technique.

concentrate the bacteria in a  10-gal (38-1)
sample  or a  100-gal  (380-1)  sample  of
potable or reuse water to  obtain results,
and still not  require even more expensive
filtration or centrifugation equipment.   It
also seems unrealistic to test only extremely
small samples of the water being examined,
because they may not be representative.
  Table  IV contains a  list of  Salmonella
serotypes  isolated from polluted waters and
ranked according to the frequency of sero-
type isolations.   It will be noted  that all
of the serotypes  except  S. typhi were iso-
lated from environmental samples by the
monitoring method, and that  only 6 of the
65 serotypes reported  were  not reported
as occurring  in  humans in the U. S. over
the period from  1965 to 1971.
  Table  V summarizes  the percentage  of
various types  of water samples  positive
for Salmonella sp.   Of interest is the fact
that 100  percent of  the municipal waste-
waters tested contain Salmonella sp., that
56 percent of chlorinated primary effluents
tested contain the pathogens,  and that 100
percent of chlorinated secondary effluents
are negative  for pathogens.   There  are
more  studies scheduled for testing of sec-
ondary  and tertiary  effluents  to  obtain
minimal  chlorine residuals.   Calabro  et
al.20 reported  that more than 50  attempts
at isolating Salmonella sp. from  septic tank
samples using SBGS-BGSA combinations were
unsuccessful.
  Table  VI  summarizes  the isolation  of
Ps. aeruginosa from potable water supply,
that is, wells, cisterns, and small municipal
water  supply.   It  should  be  noted that
fecal  coliforms were  not  detected in most
of these samples. Fecal streptococci counts
were  higher  than fecal coliform  counts
where both tests were used.   Ps. aeruginosa
were  present in all but three of the tests,
and  Salmonella  sp.   were   isolated from
two different cistern  samples.
  It is of importance to the user of patho-
gen tests that the test be quantitative.  In
initial studies on the DSE-XLD combination,
it was important to know if the  enrichment
broth would support  the growth of a wide

	Vol. 46, No.  9, September 1974  2169
                                        113

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KENNEB AND CLABK
           TABLE VI.—Isolation of Pseudomonas aeruginosa from Potable Water Supply
Type of Sample
Well 8/16/71
Well 8/25/71
Well 3/27/72
Well 3/27/72
(chlorinated)
Well 8/23/72
Well 10/ 4/72
Suburban cisterns
8/ 4/72
10/ 9/72*
ll/ 6/72*
ll/ 6/72
11/26/72
Municipal supplies
Population served 54,700
3/17/71
6/21/71
7/19/71
6/19/72
10/ 9/72
5/ 8/72
Population served 14,000
5/ 8/72
10/24/72
Population served < 10,000
11/27/72
Ps. aeruginosa
Isolation •
+
+
+

+
+
+

+
+
+
+
+


+
+
+
+
+
0

0
+

0
Indicators/100 ml
Total
Conforms
4
22
—

—
—
—

—
—
—
—
—


—
—
—
—
—
—

—
—

~
Fecal
Coliforms
—
—
<1

<1
0.25
<2

180
15
<2
<2
3


<1
<1
<1
0.26
<1
<1

<1
<1

<1
Fecal
Streptococci
—
—
—

— •
62
46

—
156
22
2
28


—
—
—
—
<1
	

	
18

<1
  * Salmonella sp. also present in samples.

range of Salmonella serotypes.  Laboratory
cultures of S. paratijphi A, S. typhimurium,
S. bredeney, S. oranienberg, S. pullorum, S.
anatum,  S. give, and S. worthington were
tested  in three  enrichment  broths.   The
time required to isolate each of the above
cultures from  an estimated  10  to  20 orga-
nisms/100 ml in buffer water was  48 to 72
hr for S. paratijphi A in TT broth, 24 hr for
DSE broth, and 36  to 48 hr for SBGS broth.
The rest of the cultures were isolated in es-
timated numbers in  14 to 24 hr in TT and
DSE broths.  In SBGS broth, S. typhimurium,
S. bredeney, S.  anatum,  S. give, and  S.
worthington required 36 to 48 hr incuba-
tion, and S. pullorum and  S. oranienberg
required 48 to 72 hr incubation.
  It is impossible  to know if 100 percent
of  Salmonella sp.  in  a  polluted  water
sample  are isolated.  In tests  where lab-

2170  Journal WPCF	
oratory  cultures have been added in low
numbers  to   wastewater  and  treatment
effluent  samples, all of the numbers added
were  detected, as well as the Salmonella
sp.  that were naturally  occurring.   The
higher the quality of the water  (for ex-
ample,  secondary  or  tertiary  treatment
effluent, or even potable waters), the better
the possibility of isolation of all the Salmo-
nella  serotypes present,  as  well  as Ps.
aeruginosa, a potential pathogen.

SUMMARY
  A practical  laboratory method is   pre-
sented for the simultaneous isolation and
enumeration of Salmonella sp. and Pseudo-
monas aeruginosa from all classes of waters,
including  potable water  supplies, with  a
minimum  of  interfering  false positive iso-
lations.  The method allows for the testing
                                        114

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                                                                     PATHOGEN  DETECTION
of large  volumes of  high  quality waters,
wherein the  absence  of indicator bacteria
(that  is,  total  coliforms,  fecal  coliforms,
and fecal streptococci), may give a false
sense  of  security  because   of  the  low
volumes of water usually tested.  Justifica-
tion for each step of the procedural method
is presented.

ACKNOWLEDGMENTS

  Credits.   The technical  assistance  of
Pauline  C. Haley in performing the  neces-
sary serology for identifying  many  of  the
Salmonella serotypes  reported is gratefully
acknowledged.
  Authors.   Bernard  A.  Kenner  is  super-
visory research microbiologist, and Harold
P.  Clark  is  biological  technician,   Waste
Identification and Analysis Activity  of  the
Advanced Waste Treatment Research Lab-
oratory,  Natonal Environmental  Research
Center,  U.   S.   Environmental  Protection
Agency, Cincinnati, Ohio.

REFERENCES

  1.  Federal Water Pollution Control Amendments,
      PL  92-500,  86 Stat.  816,  33 U. S. Code
      Sec.  1151  at seq.  (1972).
  2.  FWPCA, Section 504 as amended (1972).
  3.  FWPCA,  Section 307  (a)  (1972).
  4.  FWPCA, Section 311 (1972).
  5.  Quality Assurance Division, Office of Research
      and  Monitoring,   U.  S.  EPA,  "Proc.  1st
      Microbiology Seminar on   Standardization
      of Methods."  EPA-R4-73-022  (Mar. 1973).
  6.  Kenner, B. A., et al., "Simultaneous Quantita-
      tion of Salmonella  species and  Pseudomonas
      aeruginosa.   I. Polluted Waters.  II.  Persist-
      ence of  Pathogens in Sludge Treated Soils.
      III. Analysis  of Waste  Treatment  Sludges
      for  Salmonella species  as  a Surveillance
      Tool."   U.  S.  EPA,  National Environ-
      mental  Research   Center,  Cincinnati,  Ohio
      (Sept. 1971).
 7. Moody, M. R., et al., "Pseudomonas aeruginosa
     in a Center for Cancer Research.  I.  Dis-
     tribution  of   Intraspecies   Types  from
     Human and Environmental Sources."  Jour.
     Inf.  Diseases,  125, 95 (1972).
 8. Edmonds, P., et  al., "Epidemiology of Pseudo-
     monas aeruginosa in a Burns Hospital.  Sur-
     veillance by  a Combined  Typing System."
     Appl.  Microbiol, 24, 219  (1972).
 9. "New  Hospital  Controls  Urged  to  Stem
     Pseudomonas  Rise."   Clin.  Lab. Forum
      (Eli Lilly), 2, 1 (May-June  1970).
10. Reitler,  R.,  and  Seligmann,  R.,  "Pseudo-
     monas  aeruginosa   in  Drinking   Water."
     Jour. Appl.  Bacterial., 20,  145  (1957).
11. Ringen, L. M.,  and  Drake,  C.  H., "A Study
     of the Incidence of Pseudomonas aeruginosa
     from  Various  Natural   Sources."   Jour.
     Bacterial., 64, 841 (1952).
12. Drake, C.  H., "Evaluation  of Culture Media
     for  the  Isolation   and   Enumeration   of
     Pseudomonas  aeruginosa."   Health  Lab.
     Set., 3, 10  (1966).
13. Raj, H., "Enrichment  Medium  for  Selection
     of  Salmonella  from Fish   Homogenate."
   ^ Appl.  Microbiol, 14, 12  (1966).
14. "Standard  Methods  for the  Examination  of
     Water and  Wastewater."  13th Ed., Amer.
     Pub. Health Assn., New York,  N. Y. (1971).
15. Taylor,  W.  I.,  "Isolation  of  Shigellae.   I.
     Xylose  Lysine Agars; New Media  for Iso-
     lation  of Enteric Pathogens."  Tech. Butt.
     Reg. Med. Technol, 35,  161  (1965).
16. Osborne, W.  W., and Stokes, J. L., "A Modi-
     fied Selenite  Brilliant-Green  Medium  for
     the  Isolation of  Salmonella from Egg Prod-
     ucts."   Appl.  Microbiol., 3, 295 (1955).
17. Read,  R.  B., Jr., and Reyes, A.  L.,  "Variation
     in  Plating  Efficiency  of  Salmonellae   on
     Eight Lots of Brilliant Green  Agar."  Appl.
     Microbiol, 16, 746  (1968).
18. Dutka,  B. J., and Bell, J.  B.,  "Isolation  of
     Salmonellae   from  Moderately   Polluted
     Waters."  Jour.  Water Poll.  Control Fed.,
     45, 316 (1973).
19. Martin, W. J., and Ewing, W. H., "Prevalence
     of Serotypes of  Salmonella."  Appl. Micro-
     biol, 17,  111 (1969).
20. Calabro, J. F., et al." Recovery of Gram Nega-
     tive Bacteria  with Hektoen  Agar."  Jour.
     Water Poll. Control  Fed., 44, 491  (1972).
                                                   -Vol. 46, No. 9,  September  1974   2171
                                             115

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                                                Appendix H
        Method for the Recovery and Assay of Enteroviruses from Sewage Sludge
 I.   INTRODUCTION

   The Class A requirements of 40 CFR Part 503 can be met on the basis of several alternatives which specify
 the final densities of pathogenic organisms after a pathogen reduction process or in sewage sludge at the time of
 distribution. Where required under Part 503 (see Chapter 4), human enteric viruses (i.e., viruses that are
 transmitted via the fecal-oral route) must be less than 1 plaque-forming unit (PFU) per 4 g of total dry solids.
 The method required to demonstrate this virus density is described below.
   Chapters 7 and 8 of this document describe the quantitative and sampling criteria.  In some cases the
 collection of four or more composite samples is recommended.  A composite sample should be prepared by
 collecting 10 representative samples of 60 mL each (600 mL total) from different locations of a batch sludge
 pile or on different days over a period of several weeks when testing a process sludge sample.  Batch samples
 that cannot be assayed within 8 hours of collection must be frozen; otherwise, they should be held at 4°C until
 processed.  Just prior to assay, frozen samples for each composite are thawed,  combined, and mixed
 thoroughly. A 50 mL portion is removed from each sample for solids determination as described in Section n
 below. The remaining portion is held at 4°C while the solids determination is  being performed, or frozen for
 later processing if the assay cannot be initiated within 8 hours.
   The "enteric viruses" specified for testing in the Part 503 regulation consist of more than 100 virus types,
 with hepatitis A virus and Norwalk virus being the primary human viral pathogens of concern.  At the present
 time, however, standard methods for isolating and detecting these and many other enteric viruses have not been
 developed.  The  method detailed in Section TTT below has been tested and approved for isolating the enterovirus
 group (e.g., polioviruses, coxsackieviruses, echoviruses) of enteric viruses.1  This method and the standard
 procedures  for virus quantitation which follow it should be rigorously followed. Enteroviruses are assayed
 using a BGM cell line (Section IV) and the plaque assay technique (Section V). Occasionally, components
 isolated from sludges along with enterovirus may show cytotoxic effects on BGM cells, leading to false negative
 results.  Samples showing cytotoxicity should be reassayed using the method given in Section VI.  Cytotoxic
 and other components of sludge can also produce false positive results, requiring that all potential viral isolates
 be confirmed as  infectious  virus.  A method to confirm virus isolates is given hi Section VII.
   Aseptic techniques and sterile materials and apparatus are to be used throughout all sections of the virus
 procedure described below. Virus-contaminated materials must be sterilized by autoclaving at 121 °C for 15
 minutes before discarding.

n.  DETERMINATION OF TOTAL DRY SOLIDS2

 1.  Weigh a dry weighing pan that has been held in a desiccator and is at a constant weight.  Place the 50 mL
 sludge portion for solids determination  into the pan and weigh again.

 2.  Place the pan and its contents  into an oven maintained at 103-105°C for at least  1 hour.

 3.  Cool the sample  to room temperature in a desiccator and weigh again.
     'Method D4994-89, ASTM (1992).

     2Modified from EPA/600/4-84/013(R7), September  1989 Revision (Section 3).  This and other cited EPA
 publications may be requested from the Virology Branch, Environmental Monitoring Systems Laboratory, U.S.
 Environmental Protection Agency, Cincinnati, Ohio 45268.
                                                      117

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  4.  Repeat the drying (1 hour each), cooling, and weighing steps until the loss in weight is no more than 4% of
  the previous weight.

  5.  Calculate the fraction of total dry solids (T) using the formula:  T = (A-C)/(B-C), where A is the weight of
  the sample and dish after drying, B is the weight of the sample and dish before drying, and C is the weight of
  the dish. Record the fraction of dry solids (T) as a decimal (e.g., 0.04).

HI.   ENTEROVBRUS RECOVERY FROM SLUDGES3

  1.  INTRODUCTION
      Enteroviruses in sludge will primarily be associated with solids.  Although the fraction of virus associated
  with the liquid portion will usually be small, this fraction may vary considerably with different sludge types.
  To correct for this variation, samples will first be treated to bind free virus to solids. Virus is then eluted from
  the solids and concentrated prior to assay.
      The procedures in this section require dispensing the entire sample volume into a centrifuge bottle.  If
  bottles of sufficient capacity are unavailable, the sample should be divided and then recombined after
  centrifugation.

  2.  CONDITIONING OF SUSPENDED SOLIDS
      Conditioning of sludges binds unadsorbed enterovlruses present in the liquid matrix to the sludge solids.

  2.1 Preparation

  2.1.1  Apparatus and materials

      (a)  Refrigerated centrifuge capable of attaining 10,000 x g and screw-capped centrifuge bottles with 100 to
           1,000 mL capacity.
           Each bottle must be rated for the relevant centrifugal force.

      (b)  A pH meter with an accuracy of at least 0.1 pH unit, equipped with a combination-type electrode.

      (c)  Magnetic stirrer and stir bars.

  2.1.2  Media and reagents
      Analytical reagent or ACS grade chemicals (unless specified otherwise) and deionized, distilled water
  (ddHyO) should be used to prepare all reagents.  All water used must have a resistance of greater than 0.5
  megohms-cm, but water with a resistance of 18 megohms-cm is preferred.

      (a)  Hydrochloric acid (HC1) — 1 and 5 M.
           Mix 10 or 50 mL of concentrated HCl with 90 or 50 mL ofddH2O, respectively.

      (b)  Aluminum chloride (A1C13 • 6tLff) — 0.05 M.
           Dissolve 12.07 g of aluminum chloride in a final volume of 1,000 mL ofddHfl. Autoclave at 121°C
        for 15 minutes.

      (c)  Sodium hydroxide (NaOH) — 1 and 5 M.
           Dissolve 4 or 20 g of sodium hydroxide in a final volume of 100 mL ofddHf), respectively.
      3Modified from EPA/600/4-84/013(R7), September 1989 Revision.
                                                   118

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2.2  Conditioning procedure — Each analyzed composite sample (from the portion remaining after solids
determination) must have an initial total dry solids content of at least 12 g.  This amount is necessary to allow
storage of one half of the sample at -70°C as a backup in case of procedural mistakes or sample cytotoxicity
(see Section VI) and to use a portion of each sample for a positive control.
    Figure 1 gives a flow diagram for the procedure to condition suspended solids.
    Calculate the amount of sample needed from the formula: X = 12/T, where X = the milliliters of sample
required to obtain 12 g, and T =• the fraction of total dry solids (from Section II).4  Use a graduated cylinder
to measure the volume.  IfXis not a multiple of 100 mL (100, 200, 300 mL,  etc.), sterile water should be
added to bring the volume to the next multiple of 100 mL.  Each sample should then be aliquoted into  100 mL
portions before proceeding.  Samples must be mixed vigorously just before aliquoting because solids begin to
settle out as soon as the mixing stops.  Each aliquot should be placed into a 250 mL beaker containing a stir
bar.
    CAUTION: Always avoid the formation of aerosols by slowly pouring samples down the sides of vessels.

2.2.1  The following steps must be performed on each 100 mL aliquot.

2.2.2  Place the beaker on a magnetic stirrer, cover loosely with aluminum foil, and stir at a speed sufficient to
develop a vortex.  Add 1 mL of 0.05 M A1C13 to the mixing aliquot.
    The final concentration ofAlCl3 in each aliquot is approximately 0.0005 M.

2.2.3  Place a combination-type pH electrode into the mixing aliquot.  Adjust the pH of the aliquot to  3.5  +
0.1 with 5 M HC1.  Continue mixing for 30 minutes.
    The pH meter must be standardized at pH 7 and 4. When solids adhere to  electrodes, clean electrodes by
moving them up and down gently in the mixing aliquot.
    The pH of the aliquot should be checked at frequent intervals.   If the pH  drifts up, readjust it to 3.5 ± 0.1
with 5 M HCl. If the pH drifts down, readjust it with 5 M NaOH.  Use 1 M  add or base for small adjustments.
Do not allow the pH to drop below 3.4.

2.2.4  Pour the conditioned aliquot into a centrifuge bottle and centrifuge at 2,500 x g for 15 minutes at 4°C.
     To prevent the transfer of the stir bar into the centrifuge bottle when decanting the aliquot, hold another stir
bar or magnet against the bottom of the beaker.  Solids that adhere to the stir bar in the beaker may be removed
by manipulation with a pipette.  It may be necessary to pour the aliquot back and forth several times from the
centrifuge bottle to the beaker to obtain all the solids in the bottle.

2.2.5  Decant the supernatant into a beaker and discard.  Replace the cap onto the centrifuge bottle. Elute
viruses from the solids by following the procedure described below under "Elution of Viruses from Solids."

3.  ELUTION OF  VIRUSES FROM SOLIDS

3.1  Apparatus and materials
     In this and following sections only apparatus and materials which have not been described in previous
sections are listed.

3.1.1  Membrane filter apparatus for sterilization — 47 mm diameter Swinnex filter holder and 50 mL slip-tip
syringe (Millipore Corp., product no. SXOO 047 00, and Becton Dickinson, product no.  1627, or equivalent for
filter holder only).
    4This formula is based upon a reliable assumption that the density of the liquid in sludge is 1 g/mL. Only 550
 mL of the original sample is available for analysis at this point. If the fraction of total dry solids is below 0.022,
 550 mL will not be sufficient and the amount of initial sample collected will have to be increased to equal the
 volume of X + 50 mL.
                                                       119

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             SUSPENDED SOODS (per 100 mL)
                      Mix suspension on magnetic stirrer.
                      Add 1 mL of 0.05 M A1C13.
               V
             SALTED SOODS SUSPENSION
                      Continue mixing suspension.
                      Adjust pH of salted suspension
                        to 3.5 ±0.1with5MHCl.
                      Mix vigorously for 30 minutes.
             pH-ADJUSTED SOLIDS SUSPENSION
                      Centrifuge salted, pH-adjusted
                        suspension at 2,500 x g for
                        15 minutes at 4°C.
                      Discard supernatant.
                      Retain solids.
             SOLIDS
 Figure 1. Flow Diagram of Method for Conditioning Suspended Solids
 3.1.2  Disc filters, 47 mm diameter — 3.0, 0.45, and 0.2 /tm pore size filters (Mentec America, Filterite Div.,
 Duo-Fine series (product nos. 8025-030, 8025-034, and 8025-037, or equivalent).  Filters may be cut to the
 proper diameter from sheet filters.
    Disassemble a Swinnex filter holder.  Place the filter with a 0.25 \un pore size on the support screen of the
filter holder and stack the remaining filters on top in order of increasing pore size. Reassemble and tighten
filter holder.  Wrap filter stack in foil and sterilize by autoclaving at 121 °Cfor 15 min.
    Filters stacked in tandem as described tend to clog more slowly when turbid material is filtered through
 them.  Prepare several filter stacks.

 3.2 Media and Reagents
    In this and following sections only media and reagents -which have not been described in previous sections
 are listed.

 3.2.1  Beef extract powder (BBL Microbiology Systems, product no. 12303, or equivalent).
    Prepare buffered 10% beef extract by dissolving 10 g beef extract powder, 1.34 g NaJHPO^ • 7H2O and
 0.12 g citric acid in 100 mL ofddH2O.   The pH should be  about 7.0.  Dissolve by stirring on a magnetic
 stirrer. Autoclave for 15 minutes at 121° C.
    Do not use paste beef extract (Difco Laboratories, product no. 0126) or beef extract V powder (BBL
 Microbiology Systems, product no. 97531) for virus elution.  These beef extracts may elute cytotoxic materials
from sludges.

 3.3 Elution Procedure
    A flow diagram of the virus elution procedure is given  in Figure 2.

 3.3.1  Place a stir bar and 100 mL of buffered 10% beef extract into the centrifuge bottle containing the solids
 (from Subsection 2.2.5). If more than one aliquot per sludge sample was processed, the solids should be
 combined at this step.
                                                  120

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 3.3.2 Place the centrifuge bottle on a magnetic stirrer, and stir at a speed sufficient to develop a vortex for 30
 minutes at room temperature.
     To minimize foaming (which may inactivate viruses), do not mix faster than necessary to develop a vortex.

 3.3.3 Remove the stir bar from the bottle with a long forceps or a magnet retriever and centrifuge the
 solids-eluate mixture at 10,000 x g for 30 minutes at 4°C.  Decant supernatant fluid (eluate) into a beaker and
 discard the solids.
     Determine if the centrifuge bottle is appropriate for the centrifugal force that will be applied.
     Centrifugation at 10,000 x g is normally required to clarify the sludge samples sufficiently to force the
 resulting supernatant through the filter stacks.  It may be possible to use 2,500 x gfor some samples.

 3.3.4 Place a filter holder that contains a filter stack (from Subsection 3.1.2) onto a 250 mL Erlenmeyer
 receiving flask. Load a 50 mL syringe with supernatant from Step 3.3.3. Place the tip of the syringe into the
 filter holder and force the supernatant through the filter stack into a 250 mL receiving flask.
     Take care not to break off the tip of the syringe and to minimize pressure on the receiving flask because
 such pressure may crack or topple  the flask.  If the filter stack begins to clog badly, empty the loaded syringe
 into the beaker containing unfiltered eluate, fill the syringe with air, and inject air into the filter stack to force
 residual eluate from the filters.  Continue the filtration procedure with another filter holder and filter stack.
 Discard contaminated filter holders and filter stacks.  Step  3.3.4 may be repeated as often as necessary to filter
 the entire volume of supernatant. Disassemble each filter holder and examine the bottom 0.25 pm filters to be
 certain they have not ruptured.  If a bottom filter has ruptured, repeat Steps 3.3.4 with new filter holders and
filter stacks.
     Proceed immediately to Subsection  4.

 4.  CONCENTRATION OF VIRUSES FROM ELUATES BY ORGANIC FLOCCULATION
     This organic flocculation concentration procedure (Katzenelson et al., 1976) is used to reduce the number of
 cell cultures needed for assays by concentrating enteroviruses in the eluate.  Although the overall virus recovery
 may be diminished by this step, organic flocculation will result in considerable cost reductions in labor and
 materials.
     Floe formation capacity of the powdered beef extract reagent must be pretested.  Some powdered beef
 extracts may not produce sufficient floe, resulting in significantly reduced virus recoveries.  Beef extract
 reagents may be pretested by spiking 100 mL of ddH2O  with a known  amount of virus  in the presence of a 47
 mm nitrocellulose filter.  This sample should be conditioned using  Subsection 2 above  to bind virus to the filter.
 Virus should then be elutedfrom the filter using the procedure in Subsection 3, and concentrated using the
following procedure.  Any lot of beef extract not giving  a overall recovery of at least 50% should be discarded
 or supplemented with floe from paste beef extract or beef extract V. The procedure for the preparation of the
 additional floe is described in Subsection 4.1.3. The  overall recovery of virus should also be at least 50% when
 supplementation is required.

 4.1  Media and Reagents

 4.1.1  Sodium phosphate, dibasic (Na-jHPC^ • 7H2O) — 0.15 M.
    Dissolve 40.2 g of sodium phosphate in a final volume  of 1,000 mL. Autoclave at 121 °Cfor 15 minutes.

 4.1.2  Paste beef extract (Difco Laboratories, product no. 0126, or equivalent) or beef extract V (BBL
 Microbiology Systems, product no.  97531,  or equivalent) — 3%.
    Prepare a  3% paste beef extract or beef extract V stock solution by  dissolving 30 g of. beef extract in 1,000
 mL ddH2O. Autoclave the stock solution at 121° C for 15 minutes and use at room temperature.  From this
 stock solution,  one 330 mL aliquot  is removed for each sample requiring supplementation with beef extract floe.
 Although the stock solution may be  stored at 4°Cfor an extended time period, it is advisable to prepare the
 solutions on a weekly basis, thereby lessening the possibility ofmicrobial contamination.
                                                       121

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            SOLIDS
                    Add 100 mL of buffered 10% beef extract, adjust
                     to pH 7.0 + 0.1 if necessary.
                    Mix resuspended solids on magnetic stirrer for
                     30 minutes to elute viruses.
            RESUSPENDED SOLIDS
                    Centrifuge resuspended solids for 30 minutes
                     at 4°C using a centrifugal force of 10,000 x g
                    Discard solids.
                    Retain eluate (supernatant).
            ELUATE
                    Filter eluate through 47 mm Filterite filter
                     stack of 3.0, 0.45, and 0.25 /on pore sizes
                     with the 0.25 jtm pore size on support screen
                     of filter and remaining filters  on top hi
                     order of increasing pore size.
            FILTERED ELUATE
  Figure 2. Flow Diagram of Method for Elution of Virus from Solids
4.1.3  Preparation of Floe from 3 % Beef Extract Reagent
    A flow diagram for the procedure to prepare floe is given in Figure 3.

    (a)  Place a stir bar and 330 mL of the 3 % beef extract stock solution into a 600 mT, beaker and cover
         loosely with aluminum foil.  Place the beaker onto a magnetic stirrer, and stir at a speed sufficient to
         develop a vortex.

    (b)  Insert a combination-type pH electrode into the beef extract stock solution.  Add 1 M HC1 to flask
         slowly until the pH of beef extract reaches 3.5  + 0.1.
         The pH meter must be standardized at pH 4 and 7.
         A precipitate  will form.

    (c)  Remove the electrode and pour the contents of the beaker into a 1,000 mL centrifuge bottle.  Centri-
         fuge the precipitated beef extract suspensions at 2,500 x g for 15 minutes at 4°C.  Pour off and
         discard the  supernatant.
         To prevent the transfer of the stir bar into the centrifuge bottle, hold another stir bar or magnet
       against the bottom of the beaker while decanting the contents.

    (d)  Retain the floe in the centrifuge bottle at 4°C for subsequent mixing with the non-flocculating buffered
         beef extract (Subsection 4.2.4).

4.2 Virus Concentration Procedure
    A flow diagram for the virus concentration procedure is given in Figure 4.
                                                  122

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             3 % BEEF EXTRACT REAGENT
                     Autoclave at 121 °C for 15 minutes (if
                       stored, cool and hold at 4°C).
                     Use at room temperature.
              V
             STERILE:
BEEF EXTRACT STOCK
                     Add a 330 ml, portion of the beef extract
                       stock to a beaker containing a stir bar.
                     Place the beaker onto a magnetic stirrer and mix.
                     Adjust the pH of the beef extract stock to 3.5 +0.1
                       with 1  M HC1.
                     Continue mixing for 30 minutes.
             FLOCCULATED BEEF EXTRACT
                     Centrifuge flocculated beef extract at
                       2,500 x g for 15 minutes at 4°C.
                     Discard supernatant.
                     Retain floe.
             BEEF EXTRACT FLOG

Figure 3. Flow Diagram of Method for Preparation of Floe from Beef Extract Reagent
4.2.1  Pour the filtered eluate (from Subsection 3.3.4) into a graduated cylinder, and record the volume.
Transfer into a 60O mL beaker and cover loosely with aluminum foil.

4.2.2  For every 3 mL of beef extract eluate, add 7 mL of ddH2O to the 600 mL beaker.
     The concentration of beef extract is now 3%.  This dilution is necessary because 10% beef extract often
does not process well by the organic flocculation concentration procedure.

4.2.3  Record the total volume of the diluted eluate.
     Proceed directly to Subsection 4.2.5 only if the powdered beef extract reagent used for the virus elution
process (in Subsection 3) is known to form sufficient floe to efficiently concentrate virus without the additional
floe.  Where additional floe is required, add the diluted eluate to the floe as described in Subsection  4.2.4.

4.2.4  Pour the eluate from the beaker into the centrifuge bottle containing floe from Subsection 4.1.3(d).
Disperse the floe manually using a pipette until it is dissolved in the  eluate and then transfer  the eluate/fioc
mixture into a 600 mT. beaker.

4.2.5  Place a stir bar into the beaker that contains the diluted, filtered beef extract.  Place the beaker on a
magnetic stirrer, cover loosely with aluminum  foil, and stir at a speed sufficient to develop a vortex.
     To minimize foaming (which may inactivate viruses), do not mix faster than necessary to develop a vortex.
                                                      123

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           FILTERED ELUATE

                   Add sufficient volume of .ddRjO to
                     filtered eluate to reduce concentration of beef
                     extract from 10%  to 3%.  Record total volume
                     of the diluted beef extract.
                   Add the diluted eluate to the previously prepared
                     floe (see Figure 3), if the powdered beef
                     extract reagent has been determined to produce
                     insufficient floe when processed by the organic
                     flocculation procedure.  Disperse manually using
                     a pipette until the  floe is dissolved.
            \J
           DILUTED, FILTERED ELUATE
                   Mix diluted eluate on a magnetic stirrer.
                   Adjust the pH of the eluate to 3.5 ±0.1
                    with 1M HC1. A precipitate (floe) will form.
                   Continue mixing for 30 minutes.
           FLOCCULATED ELUATE
                   Centrifuge flocculated eluate at 2,500 x g for
                    15 minutes at 4°C.
                   Discard supernatant.
                   Retain floe.
           FLOG FROM ELUATE

                   Add 0.15 M Na2HPO4 to floe, using l/20th of the
                    recorded volume of the diluted 3 % beef extract.
                   Mix suspended floe on magnetic stirrer until floe
                    dissolves.
                   Adjust to a pH of 7.0-7.5.

           DISSOLVED FLOC

                   See Section  V for virus assay procedure.

           ASSAY DISSOLVED FLOC FOR VIRUSES

Figure 4.  Flow Diagram of Method for Concentration of Viruses from Beef Extract Eluate
4.2.6 Insert a combination-type pH electrode into the diluted, filtered beef extract.  Add 1 M HC1 to the flask
slowly until the pH of the beef extract reaches 3.5 ±0.1.  Continue to stir for 30 minutes at room temperature.
    Tlie pH meter must be standardized at pH 4 and 7.
    A precipitate will form.  If the pH is accidentally reduced below 3.4, add 1 M NaOH until it reaches 3.5 ±
0.1.  Avoid reducing the pH below 3.4 because some inactivation of virus may occur.
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   4.2.7  Remove the electrode from the beaker, and pour the contents of the beaker into a 1,000 ml. centrifuge
   bottle.  Centrifuge the precipitated beef extract suspensions at 2,500 x g for. 15 minutes at 4°C.  Pour off and
   discard the supernatant.
      To prevent the transfer of the stir bar into a centrifuge bottle, hold another stir bar or magnet against the
   bottom of the beaker when decanting contents.

   4.2.8  Place a stir bar into the centrifuge bottle that contains the precipitate.  Add a volume of 0.15 M
   Na2HPO4 • 7H2O equal to exactly 1/20 of the volume recorded in Subsection 4.2.3.  Place the bottle onto a
   magnetic stirrer, and stir slowly until the precipitate has dissolved completely.
      Support the bottle as necessary to prevent toppling.  Avoid foaming, which may inactivate or aerosolize
   viruses.  The precipitate may be partially dissipated with a spatula before or  during the stirring procedure.

   4.2.9  Measure the pH of the dissolved precipitate.
      If the pH is above or below 7.0-7.5, adjust to that range with either 1 M HCl or 1 M NaOH.

   4.2.10   Freeze exactly one half of the dissolved precipitate sample at -70°C. This sample will be held as a
   backup to use should the sample prove to be cytotoxic (see Section VI). Record the remaining sample volume
   (this volume represents 6 g of total dry solids).  Refrigerate the sample immediately at 4°C and maintain at that
   temperature until it is assayed in accordance with the instructions given in Section V below.
      If the virus assay cannot be undertaken within 8 hours, store the remaining sample at -70° C.

IV.  CELL CULTURE PREPARATION AND MAINTENANCE5

   1.     INTRODUCTION
      This section outlines procedures and media for culturing the Buffalo green monkey (BGM) cell line and is
   intended for the individual who is experienced in cell culture preparation.  BGM cells are a continuous cell line
   derived from African green monkey kidney cells. The characteristics of this line were described by Barron et
   al. (1970).  Use of BGM cells for recovering viruses from environmental samples was described by Dahling et
   al. (1974).  The media and methods recommended in Sections M and IV are the results of the BGM cell line
   optimization studies by Dahling and Wright (1986).  The BGM cell line can be obtained by qualified
   laboratories from the Virology Branch, Environmental Monitoring Systems Laboratory, U.S.  Environmental
   Protection Agency, Cincinnati, Ohio 45268.
      BGM cells are highly susceptible to  many enteric viruses (Dahling et al,,  1984;  Dahling and Wright, 1986);
   however, these cells are not sensitive for detecting all enteric viruses that may be present in environmental
   samples. The use of several cell lines would be required to maximize the number of viruses recovered from
   environmental samples.  Since it is difficult to specify the type of cell lines which would be best for a particular
   sludge sample, the use of the BGM cell line only will be sufficient to meet the requirements of the 40 CFR Part
   503 regulation.

   2.     MEDIUM PREPARATION

   2.1 Apparatus and Materials

   2.1.1    Glassware, Pyrex (Corning, product no. 1395, or equivalent).
      Storage vessels must be equipped with airtight closures.

   2.1.2    Autoclavable inner-braided tubing with metal quick-disconnect connectors or with screw clamps for
   connecting tubing to equipment to be  used under pressure.
      Quick-disconnect  connectors can be used only after equipment has been properly adapted.
      5Modified from EPA/600/4-84/013(R9), January 1987 Revision.
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 2.1.3  Positive pressure air, nitrogen or 5% -CO2 source equipped with pressure gauge.
     Pressure sources from laboratory air lines and pumps must be equipped with an oil filter.  The source must
 not deliver more pressure to the pressure vessel than is recommended by the manufacturer.

 2.1.4  Dispensing pressure vessel — 5 or 20 L capacity (Millipore Corp., product nos. XX67 OOP 05 and
 XX67 OOP 20, or equivalent).

 2.1.5  Disc filter holders — 142 mm or 293 mm diameter (Millipore Corp., product nos. YY30 142 36 and
 YY30 293 16, or equivalent).
     Use only pressure-type filter holders.

 2.1.6  Sterilizing filter stacks — 0.22 ^m pore size (Millipore Corp., product nos. GSWP 142 50 and GSWP
 293 25, or equivalent).  Fiberglass prefilters (Millipore Corp., product nos.  AP15  142 50 or APIS 293  25 and
 AP20  142 50 or AP20 293 25,  or equivalent).
     Stack AP20 and APIS prefilters and 0.22  pm membrane filter into a disc filter holder with AP20 prefilter on
 top and 0.22 fan membrane filter on bottom.
     Ahvays disassemble the filter stack after use to check the  integrity of the 0.22  (am filter.  Refilter any media
filtered with a damaged stack.

 2.1.7  Positively-charged cartridge filter — 10 inch (Zeta plus TSM, Cuno Div., product no. 45134-01-600P,
 or equivalent). Holder for cartridge filter with adaptor for 10 inch cartridge (Millipore Corp., product no.
 YY16 012 00, or equivalent).

 2.1.8  Culture capsule filter (Gelman Sciences, product no. 12140, or equivalent).

 2.1.9  Cell culture vessels — Pyrex, soda, or  flint glass or plastic bottles and flasks or roller bottles (e.g.,
 Brockway, product no.  1076-09A, 1925-02, Corning, product no.  25100-25, 25110-75, 25120-150, 25150-1750,
 or equivalent).
     Vessels must be made from clear glass or  plastic to allow observation of the cultures and be equipped with
 airtight closures. Plastic vessels must be treated by the manufacturer to allow cells to adhere properly.

 2.1.10   Screw caps, black with rubber liners  (Brockway, product no. 24-414 for  6 oz bottles,6 or equivalent).
     Caps for larger culture bottles usually supplied with bottles.

 2.1.11  Roller apparatus (Belco, product no.  7730, or equivalent).

 2.1.12  Incubator capable of maintaining the  temperature of  cell cultures at 36.5  ± 1°C.

 2.1.13  Waterbath, equipped with circulating device to ensure even heating at 36.5  + 1°C.

 2.1.14   Light microscope, with conventional  light source, equipped with lenses to provide 40X, 100X, and
 400X total magnification.

 2.1.15  Inverted light microscope equipped with lenses to provide 40X, 100X, and 400X total magnification.

 2.1.16   Cornwall syringe pipettors, 2, 5, and 10 mL sizes (Curtin Matheson Scientific, product nos. 221-861,
 221-879,  and 221-887, or equivalent).

 2.1.17  Brewer-type pipetting machine (Curtin Matheson Scientific, product no. 138-107, or equivalent).
         is given in oz only when it is commercially designated in that unit.
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2.1.18   Phase contrast counting chamber (hemocytometer) (Curtin Mathespn Scientific, product no. 158-501,
or equivalent).

2.1.19   Conical centrifuge tubes, sizes 50 mL and 250 mL.

2.1.20   Rack for tissue culture tubes (Bellco Glass, product no. 2028, or equivalent).

2.1.21   Bottles, aspirator-type with tubing outlet, size 2,000 mL.
    Bottles for use with pipetting machine.

2.1.22   Storage vials, size 2 mL.
    Vials must withstand temperatures to -70°C.

2.2 Media and Reagents

2.2.1  Sterile fetal calf, gamma globulin-free newborn calf, or iron-supplemented calf serum, certified free of
viruses, bacteriophage and mycoplasma (GIBCO BRL, or equivalent).
    Test each lot of serum for cell growth and toxicity before purchasing.  Serum should be stored at -20° C for
long-term storage.   Upon thawing, each bottle must be heat-inactivated at 56°Cfor 30 minutes and stored at
4°Cfor short-term use.

2.2.2  Trypsin, 1:250 powder (Difco Laboratories, product no. 0152-15-9, or equivalent) or trypsin, 1:300
powder (BBL, Microbiology Systems, product no. 12098, or equivalent).

2.2.3  Sodium (tetra) ethylenediamine tetraacetate powder (EDTA), technical grade (Fisher Scientific, product
no. S657-500, or equivalent).

2.2.4  Thioglycollate medium (Difco Laboratories, product no. 0257-01-9, or equivalent).

2.2.5  Fungizone (amphotericin B, Sigma Chemical, product no. A-9528, or equivalent), penicillin G (Sigma
Chemical, product no. P-3032, or equivalent), and dihydrostreptomycin sulfate (ICN Biomedicals, product no.
100556, or equivalent), tetracycline (ICN Biomedicals, product no. 103011, or equivalent).
    Use antibiotics of at least tissue culture grade.

2.2.6  Eagle's minimum essential medium (MEM) with Hanks' salts and  L-glutamine, without sodium
bicarbonate (GIBCO BRL, product no. 410-1200, or equivalent).

2.2.7  Leibovitz's L-15 medium with L-glutamine (GIBCO BRL, product no. 430-1300, or equivalent).

2.2.8  Trypan blue (Sigma Chemical  Co., product no. T-6146, or equivalent).
    Note: This chemical is on the EPA list of proven or suspected carcinogens.

2.2.9  Dimethyl sulfoxide (DMSO; Sigma Chemical  Co., product no. D-2650, or equivalent).

2.2.10   Mycoplasma testing kit (Irvine Scientific, product no. T500-000, or equivalent).

3.  PREPARATION OF CELL CULTURE MEDIA

3.1 General Principles

3.1.1  Equipment care — Carefully wash and sterilize equipment used for preparing media before each use.
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3.1.2  Disinfection of work area — Thoroughly disinfect surfaces on which the medium preparation equipment
is to be placed.  Many commercial disinfectants do not adequately kill enteroviruses.  To ensure thorough
disinfection, disinfect all surfaces and spills with either a solution of 0.5% (5 g per liter) Ij in 70% ethanol or
0.1% HOC1. HOC1 can be prepared by adding 19 mL'of household bleach (Clorox, The Clorox Co., or
equivalent) to 981 mL of ddH2O and adjusting the pH of the solution to 6-7 with 1  M HC1.

3.1.3  Aseptic technique — Use aseptic technique when preparing and handling media or medium components.

3.1.4  Dispensing filter-sterilized media — To avoid post-filtration contamination, dispense filter-sterilized
media into storage containers through clear glass filling bells in a microbiological laminar flow hood.  If a hood
is unavailable, use an area restricted solely to cell culture manipulations.

3.1.5  Coding media — Assign a lot number to and keep a record of each batch of medium or medium
components prepared.  Place the lot number, the date of preparation, the expiration date, and the initials of the
person preparing the medium on each bottle.

3.1.6  Sterility test  — Test each lot of medium and medium components to confirm sterility as described in
Subsection 4 before the lot is used for cell culture.

3.1.7  Storage of media and medium components — Store media and medium components hi clear,  airtight
containers at 4°C or -20°C as appropriate.

3.1.8  Sterilization of NaHCO3-containing solutions — Sterilize media and other solutions that contain NaHCO3,
by positive pressure filtration.
    Negative pressure filtration of such solutions increases the pH and reduces the buffering capacity.

3.2 Media Preparation Recipes

3.2.1  Sources  of cell culture media.
    Commercially prepared liquid cell culture media and medium components are available from several
sources. Cell culture media can also be purchased in powder form that requires only dissolution in ddH^O and
sterilization.  Media from commercial sources are quality controlled.  The conditions specified by the supplier
for storage and expiration dates should be strictly observed.  However, media can also be prepared in the
laboratory directly from chemicals.  Such preparations are labor intensive, but allow quality control of the
process at the level  of the preparing laboratory.

3.2.2  Procedure for the preparation of EDTA-trypsin.
    The procedure described is for the preparation of  10 L of EDTA-trypsin reagent. It is used to dislodge
cells attached to the surface of culture bottles and flasks. This reagent, when  stored at 4°C, retains its working
strength for at least 4 months. The amount of reagent prepared should be based on projected usage over a 4
month period.

    (a)  Add 30 g of trypsin (1:250) or 25 g of trypsin (1:300) and 2 L of ddHjO  to a  6 L flask containing a 3
         inch stir bar. Place the flask onto a magnetic stirrer and mix the trypsin solution rapidly for a
         minimum of 1 hour.
         Trypsin remains cloudy.

    (b)  Add 4 L of ddH2O and a 3 inch stir bar into 20 L clear plastic carboy.  Place  the carboy onto  a
         magnetic stirrer and stir at a speed sufficient to develop a vortex while adding  the following chemicals:
         80 g NaCI, 12.5 g EDTA, 50 g dextrose,  11.5 g Na^PO,, • 7H2O, 2.0 g KC1, and 2.0 g KH2PO4.
         Each chemical does not have to be completely dissolved before adding the next one.
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    (c)  Add 4 more liters of ddH2O to carboy.
         Continue mixing until all chemicals are completely dissolved.

    (d)  Add the 2 L of trypsin from step (a) to the prepared solution hi step (c) and mix for a minimum of 1
         hour.  Adjust the pH of the EDTA-trypsin reagent to 7.5-7.7.

    (e)  Filter reagent under pressure through a disc filter stack and store the filtered reagent in tightly
         stoppered or capped containers at 4°C.
         The cartridge prefilter (Subsection 2.1.7) can be used in line with the culture capsule sterilizing filter
       (Subsection 2.1.8) as. an alternative to a filter stack (Subsection 2.1.6).

3.2.3  Procedure for the preparation of MEM/L-15 medium.
    The procedure described is for preparation of 10 L ofMEM/L-15 medium.

    (a)  Place a 3 inch stir bar and 4 L of ddH2O into 20 L carboy.

    (b)  Place the carboy onto a magnetic stirrer. Stir at a speed sufficient to develop a vortex and then add
         the contents of a 5 L packet of L-15 medium to the carboy.  Rinse the medium packet with 3 washes
         of 200 mT. each of ddH2O and add the rinses to the carboy.

    (c)  Mix until the medium is evenly dispersed.
         L-15 medium may appear cloudy as it need not be totally dissolved before proceeding to step (d).

    (d)  Add 3 L of ddH2O to the carboy and the contents of a 5 L packet of MEM medium to the carboy.
         Rinse the MEM medium packet with three washes of 200 mL each of ddl^O and add the rinses to the
         carboy. Add 800 mL of ddH2O and 7.5 g of NaHCO3 and continue mixing for an additional 60
         minutes.

    (e)  Transfer the MEM/L-15 medium to a pressure can and filter under positive pressure through a 0.22
         jtun sterilizing filter.  Collect the medium in volumes appropriate for the culturing of BGM cells (e.g.,
         900 mT. hi  a 1 L bottle) and store in tightly stoppered or capped containers at 4°C.
         Medium may be stored for periods of up to 2 months.

3.2.4  Procedure for preparation of trypan blue solution.
    The procedure described is for the preparation of 100 mL of trypan blue solution.  It is used in the direct
determination of the  viable cell counts of the BGM stock cultures.  Since trypan blue is on the EPA suspect
carcinogen list, particular care should be taken in its preparation and use so as to avoid skin contact or
inhalation.  The wearing of rubber gloves during preparation and use is recommended.

    (a)  Add 0.5 g of trypan blue to 100 mL of ddH2O in a 250 mL flask. Swirl the flask until the trypan blue
         is completely dissolved.

    (b)  Sterilize the solution by autoclaving at 121 °C for 15 minutes and store hi a screw-capped  container at
         room temperature.

3.2.5  Procedure for preparation of stock  antibiotic solutions.
    If not purchased in sterile form,  stock antibiotic solutions must be filter-sterilized by the use of 0.22 pm
membrane filters. It is important that the recommended antibiotic levels not be exceeded when planting cells as
the cultures are particularly sensitive to excessive concentrations at this stage.
    Antibiotic stock solutions should be placed in screw-capped containers and stored at -20°C until needed.
Once thawed,  they may be  refrozen;  however, repeated freezing and thawing of these stock solutions should be
avoided by distributing them in quantities that are sufficient to support a week's cell culture work.
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    (a)   Preparation of penicillin-streptomycin stock solution.
         The procedure described is for preparation of ten 10 mL aliquots of penicillin-streptomycin stock
      solution at concentrations of 1,000,000 units of penicillin and 1,000,000 ^g of streptomycin per 10 mL
      unit. The antibiotic concentrations listed in step (a. 1) may not correspond to the concentrations obtained
      from other lots or from a different source.

      (a.l)  Add appropriate amounts of penicillin G and dihydrostreptomycin sulfate to a 250 mL flask
             containing  100 mL of ddH2O.  Mix the contents of the flasks on magnetic stirrer until the
             antibiotics are dissolved.
             For penicillin supplied at 1,435 units per mg, add 7 g of the antibiotic.
             For streptomycin supplied at 740 mg per g, add 14 g of the antibiotic.

      (a.2)  Sterilize the antibiotics by filtration through 0.22 /tm membrane filters and dispense in 10 mL
             volumes into screw-capped containers.

    (b)   Preparation of tetracycline stock solution. Add 1.25 g of tetracycline hydrochloride powder and 3.75
         g of ascorbic acid to a 125 mL flask containing 50 mL of ddHp. Mix the contents of the flask on a
         magnetic stirrer until the antibiotic is dissolved.  Sterilize the antibiotic by filtration through a 0.22 /tm
         membrane filter and dispense in 5 mL volumes  into screw-capped containers.

    (c)   Preparation of amphotericin B (fungizone) stock solution.  Add 0.125 g of amphotericin B to a 50 mL
         flask containing 25 mL of ddHjO.  Mix the contents of the flask on a magnetic stirrer until the
         antibiotic is dissolved. Sterilize the antibiotic by filtration through 0.22 /tm membrane filter and
         dispense 2.5 mL volumes into screw-capped containers.

4.  PROCEDURE FOR VERIFYING STERILITY OF LIQUIDS
    Tliere are many techniques available for verifying the sterility of liquids such as cell culture media and
medium, components.  The two techniques described below are standard in many laboratories.  The capabilities
of these techniques are limited to the detection of microorganisms that grow unaided on the test medium utilized.
Viruses, mycoplasma, and microorganisms that possess fastidious growth requirements or that require living
host systems will not be detected.  Nonetheless,  with the exception of a few special contamination problems, the
test procedures and microbiological media listed below should prove adequate.  Do not add antibiotics to media
or medium components until after sterility of the antibiotics, media, and medium components has been
demonstrated. The BGM cell line used should be checked every 6 months for mycoplasma contamination
according to test kit instructions.  Cells that are contaminated should be discarded.

4.1 Procedure for Verifying Sterility of Small Volumes of Liquids. Inoculate 5 mL of the material to be tested
for sterility into 5 mL of thioglycollate broth.  Shake the mixture and incubate at 36.5 + 1°C.   Examine the
inoculated broth daily for 7 days to determine whether growth of contaminating organisms has occurred.
    Vessels that contain thioglycollate medium must be tightly sealed before and after medium is inoculated.

4.2 Visual Evaluation of Media for Microbial Contaminants. Incubate media at 36.5 ± 1°C for at least  1 week
prior to use.  Visually examine and discard any media that lose clarity.
    A clouded condition that develops in the media indicates the occurrence of contaminating organisms.

S.  PROCEDURES FOR PREPARATION  AND PASSAGE OF BGM CELL CULTURES
    A laminar flow biological safety cabinet should be used to process cell cultures.  If a biological safety
cabinet is not available, cell cultures should be prepared in controlled facilities used for no other purposes.
Viruses or other microorganisms must not be transported, handled, or stored in cell culture transfer facilities.
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5.1 Vessels and Media for Cell Growth

5.1.1  The BGM cell line grows readily on the inside surfaces of glass or specially treated, tissue culture grade
plastic vessels.   16 to 32 oz (or equivalent growth area) flat-sided, glass bottles, 75 or 150 cm2 plastic cell
culture flasks, and 690 cm2 glass or 850 cm2 plastic roller bottles are usually used for the maintenance of stock
cultures.  Flat-sided bottles and flasks that contain cells in a stationary position are incubated with the flat side
(cell monolayer  side)  down.  If available,  roller bottles and roller apparatus units are preferable to flat-sided
bottles and flasks because roller cultures require less medium than flat-sided bottles per unit of cell monolayer
surface.  Roller  apparatus rotation speed should be adjusted to one-half revolution per minute to ensure that cells
are constantly bathed  in growth medium.

5.1.2  Growth and maintenance media should be prepared on the day they will be needed. Prepare growth
medium by supplementing MEM/L-15 medium with 10% serum and antibiotics (100 mL of serum, 1 mL of
penicillin-streptomycin stock, 0.5 mL of tetracycline stock, and 0.2 mT. of fungizone stock per 900 mT, of
MEM/L-15). Prepare maintenance medium by supplementing MEM/L-15 with antibiotics and 2% or 5% serum
(20 or 50 mT. of serum, antibiotics as above for growth medium, and 70 or 50 mL of ddH2O,  respectively).

5.2 General Procedure for Cell Passage
    Pass stock BGM  cell cultures at approximately 7 day intervals using growth medium.

5.2.1  Pour spent medium from cell culture vessels, and discard the medium.
    To prevent splatter, a gauze-covered beaker may be used to collect spent medium.
    Before discarding, autoclave all media that have been in contact with cells or that contain serum.

5.2.2  Add to the cell cultures a volume of warm EDTA-trypsin reagent  equal  to 40% of the volume of medium
replaced.
    See Table 1 for the amount of reagents required for commonly used  vessel types.
    To reduce shock to cells,  warm the EDTA-trypsin reagent to 36.5 ± 1°C before placing it on cell
monolayers.  Dispense the EDTA-trypsin reagent directly onto the cell monolayer.

5.2.3  Allow the EDTA-trypsin reagent to remain in contact with the cells at either room temperature or at 36.5
+ 1°C until cell monolayer can be shaken loose from inner surface of cell culture vessel (about 5 minutes).
    If necessary, a sterile rubber policeman (or scraper) may be used to physically remove the cell sheet from
the bottle.  However,  this procedure should be used only as a last resort because of the risk of cell culture
contamination inherent in such manipulations.  The EDTA-trypsin  reagent should remain in contact with the
cells no longer than necessary as prolonged contact can alter or damage the cells.

5.2.4  Pour the  suspended cells into centrifuge tubes or bottles.
    To facilitate collection and resuspension of cell pellets, use tubes or bottles with conical bottoms.
Centrifuge tubes and  bottles used for this purpose must be able to withstand the g-force applied.

5.2.5  Centrifuge cell suspension at  1,000 x g for 10 minutes to pellet cells. Pour off and discard the
supernatant.
    Do not exceed this speed as cells may be damaged or destroyed.

5.2.6  Suspend  the pelleted cells in growth medium (see Subsection 5.1.2) and perform a viable count on the
cell suspension according to procedures hi Subsection 6.
    Resuspend pelleted cells in sufficient volumes of medium to allow thorough mixing of the cells (to reduce
sampling error)  and to minimize the significance of the loss of the 0.5 mL of cell suspension required for the cell
counting procedure.   The quantity of medium used for  resuspending pelleted cells varies from  50 to several
hundred mL, depending upon the volume of the individual laboratory's need for cell cultures.
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Table 1.   Guide for Preparation of BGM Stock Cultures
             Volume of EDTA-
Vessel        Trypsin Used to
Type       Remove Cells (mL)
                                 Total No. Cells
                  Volume of          to Plate
                 Medium (mL)*     per Vessel
16 oz** glass
 flat bottles

32 oz glass
 flat bottles

75 cm2 plastic
 flat flask

150 cm* plastic
 flat flask

690 cm* glass
 roller bottle

850 cm2 plastic
 roller bottle
10
20
12
24
40
50
 25
 50
 30
 60
100
120
2.5 x 10s


5.0 x 10s


3.0 x 106


6.0 x 106


7.0 x 107


8.0 x 107
*Serum requirements: growth medium contains 10% serum;
  maintenance medium contains 2-5% serum.
 Antibiotic requirements: penicillin-streptomycin stock solution, 1.0 mL/L;
  tctracycline stock solution, 0.5 mL/L; fungizone stock solution,
  0.2 mL/L.
**Size is given in oz only when it is commercially designated in that unit.
5.2.7  Dilute the cell suspension to the appropriate cell concentration with growth medium and dispense into
cell culture vessels with either a Cornwall-type syringe or Brewer-type pipetting machine dispenser.
    Calculate the dilution factor requirement using the cell count established in Subsection 6 and the cell and
volume parameters given in Table Ifor stock cultures and in Table 2 for virus assay cultures.
    As a general rule, the BGM cell line can be split at a 1:3 ratio.  However, a more suitable inoculum is
obtained if low passages of the line (passages 100-150) are split at a 1:2 ratio and higher passages (generally
above passage 250) are split at a 1:4 ratio.  To plant 200 25 cm2 cell culture flasks weekly front a low-level
passage of the line would require the preparation of 6 roller bottles (surface area 690 cm2 each): 2 to prepare
the 6 roller bottles and 4 to prepare the 25 cm2 flasks.

5.2.8  Except during handling operations, maintain BGM cells at 36.5 + 1°C in airtight cell culture vessels.

5.3 Procedure for Changing Medium on Cultured Cells
    Cell monolayers normally become 95-100% confluent 3-4 days after seeding with an appropriate number of
cells, and growth medium becomes acidic. Growth medium on confluent stock cultures should then be replaced
with maintenance medium containing 2%  serum.  Maintenance medium with 5% serum should be used when
monolayers are not yet 95-100% confluent but the medium in which they are immersed has become acidic.  The
volume of maintenance medium should equal the volume  of discarded growth medium.
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Table 2.   Guide for Preparation of Virus Assay Cell Cultures
Vessel Type
1 oz** glass bottle
25 cm2 plastic flask
6 oz glass bottle
75 cm2 plastic flask
16 mm x 150 mm tubes
Volume of
Medium* (mL)
4
10
15
30
2
Final Cell Count
per Bottle
9.0 x 10s
3.5 x 106
5.6 x 106
1.0 x 107
4.0 x 10"
*Serum requirements: growth medium contains 10% serum.
 Antibiotic requirements: penicillin-streptomycin stock solution, 1.0 mL/L;
  tetracycline stock solution, 0.5 mL/L; fungizone stock solution,
  0.2 mL/L.
**Size is given in oz only when it is commercially designated in that unit.
6.  Procedure for Performing Viable Cell Counts
    With experience, a fairly accurate cell concentration can be made based on the volume of packed cells.
However,  viable cell counts should be performed periodically as a quality control measure.

6.1 Add 0.5 mL of cell suspension (or diluted cell suspension) to 0.5 mT. of 0.5% trypan blue solution in a test
tube.
    To obtain an accurate cell count, the optimal total number of cells per hemocytometer section should be
between 20 and 50.  This range is equivalent to between 6.0 x itf and 1.5 x l(f cells per mL of cell suspension.
Thus, a dilution of 1:10 (0.5 mL of cells in 4.5 mL of growth medium) is usually required for an accurate count
of a cell suspension.

6.2 Disperse cells by repeated pipetting.
    Avoid introducing  air bubbles into the  suspension, because air bubbles may interfere with subsequent filling
of the hemocytometer chambers.

6.3 With a capillary pipette, carefully fill a hemocytometer chamber on one side of a slip-covered
hemocytometer slide.  Rest the slide on a flat surface for about 1 minute  to allow the trypan blue to penetrate
the cell membranes of  nonviable cells.
    Do not under or overfill the chambers.

6.4 Under 100X total magnification, count the cells in the four large corner sections and the center section of
the hemocytometer chamber.
    Include in the count cells lying on the lines marking the top and left margins of the sections, and ignore
cells on the lines marking the bottom and right margins.  Trypan blue is  excluded by living cells.  Therefore, to
quantify viable cells, count only cells  that are dear in color. Do not count cells that are blue.
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6.5 Calculate the average number of viable cells in each mL of cell suspension by totaling the number of viable
cells counted in the five sections, multiplying this sum by 4,000, and where necessary, multiplying the resulting
product by the  reciprocal of the dilution.

7.  PROCEDURE FOR PRESERVATION OF BGM CELL LINE
    An adequate supply of BGM cells must be available to replace working cultures that are used only
periodically or become contaminated or lose virus sensitivity.  Cells have been held at -70°C for more than 15
years with a minimum loss in cell viability.

7.1 Preparation of Cells for Storage
    Tlie procedure described is for the preparation of 100 cell culture vials.  Cell concentration per mL must be
at least 1 x ICf.
    Base the actual number of vials to be prepared on usage of the line and the anticipated time interval
requirement beMeen cell culture start-up and full culture production.

7.1.1  Prepare  cell storage medium by adding 10 mL of serum and 10 mL of DMSO to 80 mL of growth
medium (see Subsection 5.1.2).  Sterilize cell storage medium by passage through an 0.22 jitrn sterilizing filter. „
    Collect sterilized medium in a 250 mL flask containing a stir bar.

7.1.2  Harvest BGM cells from cell culture vessels as directed in Subsections 5.2.1 through 5.2.5.  Count the
cells according  to the procedure in Subsection 6 and resuspend them in the cell storage medium at a
concentration of 1  x 10s cells per mL.

7.1.3  Place the flask containing suspended cells on a magnetic stirrer and slowly mix for 30 minutes.
Dispense 1 mL volumes of cell suspension into 2 mL vials.

7.2 Procedure  for Freezing Cells
    Tlie freezing procedure requires slow cooling of the cells with the optimum rate of -1 °C per minute. A slow
cooling rate can be achieved using the following method or by using the recently available freezing containers
(e.g., Nalge Company, product no.  5100-0001, or equivalent) as recommended by the manufacturers.

7.2.1  Place the vials in a rack and place the rack hi refrigerator at 4°C for 30 minutes, hi a -20°C freezer for
30 minutes, and then in a -70 °C freezer overnight. The transfers should be made as rapidly as possible.
    To allow for more uniform cooling, wells adjoining each  vial should remain empty.

7.2.2  Rapidly transfer vials into boxes or other containers for long-term storage.
    To prevent substantial loss of cells during storage, the temperature of cells should be kept constant after
-70°C has been achieved.

7.3 Procedure  for Thawing Cells
    Cells must  be  thawed rapidly to decrease loss in cell viability.

7.3.1  Place vials  containing frozen cells into a 36°C water bath and agitate vigorously by hand until all ice has
melted. Sterilize the outside surface of the vials with 0.5% I2 in 70% ethanol.

7.3.2  Add BGM cells to either 6 oz tissue culture bottles or 25 cm2 tissue culture flasks containing an
appropriate volume of growth medium (see Table 2).  Use two vials of cells for 6 oz bottles and one vial for 25
cm2 flasks.

7.3.3  Incubate BGM cells at 36.5 ± 1°C.  After 18  to 24 hours replace the growth medium with fresh growth
medium and then continue the incubation for an additional five days.  Pass and maintain the new cultures as
directed in Subsection 5.
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V.  CELL CULTURE PROCEDURES FOR ASSAYING PLAQUE-FORMING VIRUSES6

1.  INTRODUCTION
    This section outlines procedures for the detection of viruses in sludge by use of the plaque assay system, as
described by Dulbecco (1952), Dulbecco and Vogt (1954), Hsiung and Melnick (1955), and Dahling and Wright
(1986).  The system uses an agar medium to localize virus growth following attachment of infectious virus
particles to a cell monolayer. Localized lesions of dead cells (plaques) developing some days after viral
infection are visualized with the vital stain (neutral red), which stains only live cells. The number of circular
unstained plaques are counted and reported as plaque-forming units (PFU), whose number is proportional to the
amount  of infectious virus particles inoculated.  The procedures outlined below describe the plaque assay
technique for enterovirus enumeration of sludge sample concentrates using the BGM cell line.
    The detection methodology presented in this section is geared toward laboratories with a small-scale virus
assay requirement.  Where the quantities of cell cultures, media, and reagents set forth hi the section are not
sufficient for processing the test sample concentrates, the prescribed measures may be increased proportionally
to meet  the demands of more expansive test regimes.

2.  PLAQUE ASSAY PROCEDURE

2.1 Apparatus and Materials

2.1.1 Waterbath set at 50 + 1°C.
    Used for maintaining the agar temperature (see Subsection 2.2.10).

2.2 Media and Reagents

2.2.1 ELAH  — 0.65% lactalbumin hydrolysate in Earle's base (Gibco BRL, product no. 320-1250, or
equivalent).
    ELAH can be purchased in liquid form or prepared by dissolving 6.5 g per liter of tissue culture, highly
soluble grade lactalbumin hydrolysate in Earle's base (Gibco BRL, product no.  31O-4O1O, or equivalent)
prewarmed to  50-60°C.  Sterilize ELAH prepared in-house through a 0.22 pm filter stack.  ELAH prepared in-
house may be stored for 2 months at 4°C.

2.2.2 Maintenance medium — Add 1 mL of penicillin-streptomycin stock (see Section IV,  Subsection 3.2.5 for
preparation of antibiotic stocks), 0.5 mL of tetracycline stock, and 0.2 mL of fungizone stock per liter to ELAH
immediately before washing of cells.

2.2.3 HEPES —  1 M (Sigma Chemical Co., product no. H-3375, or equivalent).
    Prepare 50 mL of a 1 M solution by dissolving 11.92 g of HEPES in a final volume of 50 mL ddH£).
Sterilize by autoclaving at 121 °Cfor 15 minutes.

2.2.4 Sodium bicarbonate (NaHCO3) — 7.5% solution.
    Prepare 50 mL of a 7.5% solution by dissolving 3.75 g of sodium bicarbonate in a final volume of 50 mL
ddH2O.   Sterilize by filtration through a 0.22 nm filter.

2.2.5 Magnesium chloride (MgCl2 • 6H20) — 1.0% solution.
    Prepare 50 mL of a 1.0% solution by dissolving 0.5 g of magnesium chloride in a final volume of 50 mL
ddH2O.   Sterilize by autoclaving at 121 °Cfor  15 minutes.

2.2.6 Neutral red solution — 0.333%,  100 mL volume (GIBCO BRL, product no.  630-5330, or equivalent).
    Procure one 100 mL bottle.
    'Modified for EPA/600/4-84/013(Rll), March 1988 Revision.
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 2.2.7  Bacto skim milk (Difco Laboratories, product no. 0032-01, or equivalent).
     Prepare 100 mL of 10% skim milk in accordance with directions given by manufacturer.

 2.2.8  Preparation of Medium 199.
     Tlie procedure described is for preparation of 500 mL of Medium 199 (GIBCO BKL, product no.  400-1100,
 or equivalent) at a 2X concentration.  This procedure will prepare sufficient medium for at least fifty 6 oz glass
 bottles or eighty 25 en? plastic flasks.

     (a)  Place a 3 inch stir bar into a 1 L flask.  Add the contents of a 1 L packet of Medium 199 into the
         flask.  Add 355 mL of ddH2O.  Rinse medium packet with 3 washes of 20 mL each of ddH2O and add
         the washes to the flask.
         Note that the amount ofddH2O is 5% less than desired for the final volume of the medium.

     (b)  Mix on a magnetic stirrer until the medium is completely dissolved.  Filter the reagent under pressure
         through a filter stack (see Section IV, Subsection 2.1.6).
         Test each lot of medium to confirm sterility before the lot is used (see Section IV, Subsection 4).  Each
       batch may be stored for 2 months at 4°C.

 2.2.9  Preparation of overlay medium for plaque assay.
     Tlie procedure described is for preparation of 100 mL of overlay medium and will prepare sufficient media
for at least ten 6 oz glass bottles or twenty 25 oz plastic flasks when mixed with the agar prepared in Subsection
 2.2.10.

     (a)  Add 79 mL of Medium 199 (2X concentration) and 4 mL of serum to a 250 mL  flask.

     (b)  Add the following to the flask in the order listed, and swirl after each addition: 6 mL of 7.5%
         NaHCOj,  2 mL of 1% MgC^, 3 mL of 0.333% neutral red solution, 4 mL of 1  M HEPES,  0.2 mL
         of penicillin-streptomycin stock (see Section IV, Subsection 3.2.5 for a description of antibiotic
         stocks), 0.1 mL of tetracycline stock, and 0.04 mT. of fungizone stock.

     (c)  Place flask with overlay medium hi waterbath set at 36 + 1°C.

 2.2.10  Preparation of overlay agar for plaque assay.

     (a)  Add 3 g of agar (Sigma Chemical Co., product no. A-9915, or equivalent) and 100 mL of ddH2O to a
         250 mL flask.  Melt by sterilizing the agar solution hi an autoclave at 121 °C for 15 minutes.

     (b)  Cool the agar to 50°C in waterbath set at 50 ±  1°C.

 2.2.11  Preparation of agar overlay medium.

     (a)  Add 2 mL of 10% skim milk to overlay medium prepared in Subsection 2.2.9.

     (b)  Mix equal portions of overlay medium and agar by adding the medium to the agar flask.
         To prevent solidification of the liquified agar, limit the portion of agar overlay medium mixed to that
       volume which can be dispensed in 10 minutes.

 2.3  Procedure for Inoculating Test Samples.
     Section TV, Subsection  5 provides the procedures for the preparation of cell cultures used for the virus assay
 in this section.
     Cell cultures used for virus assays are generally found to be at their most sensitive level between the third
 and sixth days after initiation. Those older than seven days should not be used.
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2.3.1  Decant and discard the growth medium from previously prepared cell culture test vessels.
     To prevent splatter, a gauze-covered beaker may be used to collect spent medium.
     The medium is changed from 1-4 hours before cultures are to be inoculated and carefully decanted so as not
to disturb the cell monolayer.

2.3.2  Replace discarded medium with an equal volume of maintenance medium on the day the cultures are to
be inoculated.
     To reduce shock to cells, prewarm the maintenance medium to 36.5 ± 1 °C before placing it onto the cell
monolayer.
     To prevent disturbing cells with the force of the liquid against the cell monolayer, add the maintenance
medium  to the side of the cell culture test vessel opposite the cell monolayer.

2.3.3  Identify cell culture test vessels by coding them with an indelible marker. Return the cell culture test
vessels to a 36.5 ±  1°C incubator and hold at that temperature until the cell monolayer is  to be inoculated.

2.3.4  Decant and discard the maintenance medium from cell culture test vessels.
     Do not disturb the cell monolayer.

2.3.5  Thaw (if frozen) the remaining sample from Section HI, Subsection 4.2.10 and inoculate each BGM cell
monolayer with a volume of test sample concentrate appropriate for the cell surface area of the cell culture test
vessels used.
     Inoculum volume should be no greater than 1 mLfor each 40 cm2 of surface area.  Use Table 3 as a guide
for inoculation size.
     Avoid touching either the cannula or the pipetting device to the inside rim of the cell culture test vessels to
avert the possibility of transporting contaminants to the remaining culture vessels.

     (a)  Inoculate 2 BGM cultures with an appropriate volume of 0.15 M Na2HPO4 • 7H2O (see Section ffl,
         Subsection 4.1.1) preadjusted to pH 7.0-7.5. These cultures will serve as negative controls.

     (b)  Inoculate 2 BGM cultures with an appropriate volume of 0.15 M NajHPO4 • 7H2O preadjusted to pH
         7.0-7.5 and spiked with 20-40 PFU of poliovirus. These cultures will serve as a positive control for
         the plaque assay.

     (c)  Remove a volume of the test sample concentrate exactly equal to l/6th (i.e., 1 g of total dry solids) of
         the volume recorded in Section IH, Subsection 4.2.10.  Spike this subsample with 20-40 PFU of
         poliovirus.  Inoculate the subsample onto one or more BGM cultures using a inoculum volume per
         vessel that is appropriate for the vessel size used.  These cultures will serve as  controls for
         cytotoxicity (see Section VI).

     (d)  Record the volume of the remaining 5/6th portion of the test sample.  This remaining portion
         represents a total dry solids content of 5 g.  Inoculate the entire remaining portion (even if diluted to
         reduce cytotoxiciry) onto BGM cultures.  Inoculation of the entire volume is necessary to demonstrate
         a virus density level of less than 1 PFU per 4 g total dry solids.

2.3.6  Rock the inoculated cell culture test vessels gently to achieve uniform distribution of inoculum over the
surface of the cell monolayers.  Place the cell culture test vessels on a level, stationary surface at room
temperature (22-25 °C) so  that the inoculum will remain distributed evenly over  the cell monolayer.
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Table 3. Guide for Virus Inoculation, Suspended Cell Concentration
         and Overlay Volume of Agar Medium

                Volume of Virus     Volume of Agar      Total Numbers
Vessel Type     Inoculum (mL)   Overlay Medium (mL)      of Cells
1 oz* glass 0.1 5
bottle
25 cm2 plastic 0.1-0.5 10
flask
6 oz glass 0.5-1.0 20
bottle
75 cm2 plastic 1.0-2.0 30
flask
Ix 107

2x 107

4x 107

6x 107

*Size is given in oz only when it is commercially designated in that unit.
2.3.7  Incubate the inoculated cell cultures at room temperature for 80 minutes to permit viruses to adsorb onto
and infect cells and then proceed immediately to Subsection 2.4.
    It may be necessary to rock the vessels every 15-20 minutes during the 80 minute incubation to prevent cell
death in the middle of the vessels from dehydration.

2.4 Procedure for Overlaying Inoculated Cultures with Agar
    If there is a likelihood that a test sample will be toxic to  cell  cultures, the cell monolayer should be treated
in accordance with the method described in Section VI.

2.4.1  To each cell culture test vessel, add the volume of warm (42-46°C) agar overlay medium appropriate for
the cell surface area of the vessels used (see Table 3).
    Tfte preparation of the overlay agar and the agar overlay medium must be made far enough in advance that
they will be at the right temperature for mixing at the end of the 80 minute inoculation period.
    To prevent disturbing cells with the force of the liquid against the cell monolayer, add the agar overlay
medium to the side of the cell culture test vessel opposite the  cell  monolayer.

2.4.2  Place cell culture test vessels,  monolayer side down, on a level, stationary surface at room temperature
(22-25°C) so that the agar will remain evenly distributed as it solidifies.  Cover the vessels with a sheet of
aluminum foil, a tightly woven cloth, or some other suitable cover to reduce the light intensity during
solidification and incubation. Neutral red can damage or kill tissue culture cells by light-induced the
crosslinking of nucleic acids.
    Care must be taken to ensure that all caps on bottles and flasks are tight; otherwise, the gas seal will not be
complete and an erroneous virus assay will result.
    Agar willfully solidify within 30  minutes.

2.4.3  After 30 minutes, invert the cell culture test vessels and incubate them covered in the dark at 36.5 +
leC.
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 2.5 Virus Quantitation

 2.5.1 Plaque counting technique.

     (a)   Count, mark, and record plaques in cell culture test vessels on days two, three, four, six, eight, and
          twelve after adding the agar overlay medium.  Plaques should be counted quickly using a lightbox
          (Baxter,  product no. B5080-1, or equivalent) in a darkened room.  Most plaques should appear within
          1 week.
          Depending on the virus density and virus types present in the inoculated sample, rescheduling of virus
       counts at plus or minus one day may be necessary.  Virus titers are calculated from the total plaque
       count. Note that not all plaques will be caused by viruses.  The presence of virus must always be
       confirmed using the procedure in Section VII.

     (b)   Examine cell culture test vessels on day sixteen.
          If no new plaques appear at 16 days, discard the vessels; otherwise, continue to count, mark, and
       record plaques every 2 days until no new plaques appear between  counts.
          Inoculated cultures should always be compared to uninoculated  control cultures so that the
       deterioration of the cell monolayers is not recorded as plaques.
          Samples giving plaque counts that are greater  than 2 plaques per cm2 should be diluted and replated.

 2.5.2 Calculation of virus titer.

     (a)   If the entire  remaining portion of the test sample was inoculated onto BGM cultures as described in
          Subsection 2.3.5(d), sum the total number of plaques in all test vessels for each sample. Multiply the
          sum by 0.8 to obtain the titer in PFU per 4 g of total dry solids. Average the titer of all composite
          samples  and report the average titer and the standard  deviation for each lot of sludge tested.

     (b)   If the sample was diluted due to high virus levels (e.g., when the virus density of the input to a
          process is being determined), calculate the virus titer  (V) in PFU per 4 g total dry solids with the
          formula:  V  = 0.8 x (P/I) x D x S, where P is the total number of plaques in all test vessels for each
          sample, I is  the volume (in mL) of the dilution inoculated, D is  reciprocal of the dilution made on the
          inoculum before plating, and S is the volume of the remaining portion of the test sample (as recorded
          in Subsection 2.3.5(d)).  Average the composite samples and report as in step (a).

VI.  METHOD FOR THE REDUCTION OF CYTOTOXICITY IN SAMPLE CONCENTRATES7

     The procedure described in this section reduces the  cytotoxicity of cytotoxic sludge samples.  However, the
 procedure may result in a titer reduction of up to 30% and should be applied only to inocula known to be or
 expected to be toxic.

 1.  VIRUS RECOVERY AND ASSAY OF SAMPLES
     Process and store sludge samples as described in Section III. Inoculate samples onto cell monolayers as
 described in Section V, Subsection 2.3.

 2.  REDUCTION OF TOXICFTY OF SAMPLE CONCENTRATE

 2.1 Apparatus and Materials

 2.1.1  Cell culture bottles.
     See Section IV for the preparation of cell culture bottles.
     7Modified from EPA/600/8-84/013(R8), April 1986 Revision.
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2.2 Media and Reagents

2.2.1  Washing solution.

    (a)  To a flask containing a stir bar and an appropriate volume of ddH2O, add NaCl to a final
         concentration of 0.85% (weight/volume; e.g., 0.85 g in 100 mL). Mix the contents of the flask on a
         magnetic stirrer at a speed sufficient to dissolve the salt.  Remove the stir bar and autoclave the
         solution at 121°C for 15 minutes.  Cool to room temperature.
         The volume of the NaCl washing solution required will depend on the number of bottles to be
       processed and  the cell surface area of the bottles used for the plaque assay.

    (b)  Add 2% (volume/volume; e.g., 2 mL per 100 mL) serum to the sterile salt solution. Mix thoroughly
         and store at  4°C.
         Although the washing solution may be stored at 4°Cfor an extended time period, it is  advisable to
       prepare solutions on a weekly basis,  thereby lessening the possibility ofmicrobial contamination.

2.3 Procedure for Cytotoxicity Reduction

2.3.1  Decant and discard the inoculum from inoculated cell culture bottles after the 80 minute inoculation
period. Add 0.25 mL of the washing solution (Subsection 2.2. l(b)) for each cm2 of cell surface  area into each
bottle.
    To reduce thermal shock to cells, warm the washing solution to 36.5 + 1 °C before placing  it on the cell
monolayer.
    To prevent disturbing cells with the force of liquid against the  cell monolayer, add washing  solution to the
side of the cell  culture bottle opposite the cell monolayer. Also, avoid touching either the cannula or syringe
needle of the pipette or the pipetting device to the inside rim of the cell culture bottles to avert the possibility of
transporting contaminants to the remaining culture bottles.

2.3.2    Rock  the washing solution gently across the cell monolayer  a minimum of 2 times.  Decant and
discard the spent washing solution in a manner that will not disturb the cell monolayer.
    It may be necessary to gently rock washing solution across the monolayer more than twice if the sample is
oily and difficult to remove from the cell monolayer surface.

2.3.3    Continue by performing the agar overlay procedure for plaque assay hi Section V, Subsections 2.4
and 2.5.
    If this procedure fails to reduce cytotoxicity with a particular type of sludge sample, eluates prepared from
another lot of the sludge sample may be diluted 1:2 to 1:4 before repeating the procedure.   This dilution
requires that 2-4 times more culture vessels be used.

3.  DETERMINATION OF CYTOTOXICITY
    Uninoculated cell cultures should always be processed to serve as controls in later comparisons to
determine the reduction in sensitivity or survival of the BGM cells attributable to the toxicity of the samples.

3.1 Determine cytotoxicity by macroscopic examination of the appearance of the cell culture monolayer
(compare control from Section V, Subsection 2.3.5(a) with test samples) after 3-5 days of incubation at 36.5 ±
1°C.  Cytotoxicity should be suspected when the agar color is more subdued, generally yellow to yellow-brown.
This change in color results hi a mottled or blotchy appearance instead of the evenly diffused "reddish" color
observed in "healthy"  cell monolayers.

3.2 Cytotoxicity may  also cause viral plaques to be reduced hi number or to be difficult to distinguish from the
surrounding monolayer.  To determine if this type of cytotoxicity is occurring,  compare the two  types of
positive controls (see Section V, Subsection 2.3.5(c) and (d)).
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VH.  VIRUS PLAQUE CONFIRMATION PROCEDURE

  1.  INTRODUCTION
      This section describes a procedure for confirming virus plaques in cell cultures adhering to glass or plastic
  surfaces.  Where large numbers of plaques are observed and confirmation of each plaque is not practical, select
  at least 10 well-separated plaques per sample or 10% of the plaques in a sample, whichever is greater.

  2.  RECOVERY OF VIRUS FROM PLAQUE

  2.1    Apparatus, Materials, and Reagents

  2.1.1  Pasteur pipettes, disposable,  cotton plugged — 229 mm (9 inches) tube length and rubber bulb — 1 ml.
  capacity.
      Flame each pipette gently about 2 cm from the end of the tip until the tip bends to an approximate angle of
  45°.  Place the pipettes into a 4L beaker covered with aluminum foil and dry heat sterilize for not less than 1
  hour at 170°C.

  2.1.2  16 x 150 mm cell culture tubes containing BGM cells.
      See Section TV, Subsection 5 for the preparation of cell culture tubes.

  2.1.3  Tissue  culture roller apparatus — 1/5 rpm speed (New Brunswick Scientific, product no. TC-1, or
  equivalent) with culture tube drum for use with roller apparatus (New Brunswick Scientific, product no.
  ATC-TT16, or equivalent).

  2.1.4  Freezer vial, screw-capped (with rubber insert) or cryogenic vial — 0.5-1 dram capacity.

  2.2 Procedure for Virus Confirmation

  2.2.1  Procedure for obtaining viruses from plaque.
      A decision to test the plaque material for viruses immediately or to store the material at -70° C for later
  testing must be made before proceeding further.  Whenever possible, the plaque material should be tested
  immediately, because storage at -70°C may result in some reduction in confirmation counts.

      (a)   Place a rubber bulb onto the upper end of a cotton-plugged pasteur pipette and then remove the
           screw-cap or stopper from a plaque bottle.

      (b)   Squeeze the rubber bulb on the pasteur pipette to expel the air and penetrate the agar directly over the
           edge of a plaque with the tip of the pipette.  Gently force the tip of the pipette through the agar to the
           surface of the vessel, and scrape some of the cells from the edge of the plaque.
           Repeatedly scratch the surface and use gentle suction to ensure that the virus-cell-agar plug enters the
        pipette.

      (c)   Remove the pipette from the plaque bottle and tightly replace the cap or stopper.
           If the sample is to be tested in cell culture immediately, proceed to Subsection 2.2.2(b).  If sample
        must be stored, proceed to Subsection 2.2.2(c).

  2.2.2 Procedure for inoculating viruses obtained from plaques onto cell cultures.

      (a)   Cell  culture processing.
           If at  all feasible, use a laminar flow hood while processing cell cultures.  Otherwise, use an area
        restricted solely to cell culture manipulations.  Viruses or other microorganisms must not be transported,
        handled, or stored in cell culture transfer facilities.
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     (a. 1)   Prepare plaque confirmation maintenance medium by adding 5 mL of serum and 5 mL of
            ddH2O per 90 mL of antibiotic-supplemented ELAH (see Section V, Subsection 2.2.2) on day
            samples are to be tested.

     (a.2)   Pour the spent medium from cell culture tubes and discard the medium.  Replace the discarded
            medium with 2 mL of the plaque confirmation maintenance medium. Label the tubes with
            sample and plaque isolation identification information.
            To prevent splatter, a gauze-covered beaker may be used to collect spent medium.
            To reduce shock to cells, warm the maintenance medium to 36.5 ± 1 °C before placing it on
         the cell monolayer.
            To prevent disturbing cells with the force of the liquid against the cell monolayer, add the
         maintenance medium to the side of the cell culture test tube opposite  the cell monolayer. Note
         that cells will be only on the bottom inner surface of the culture tube relative to their position
         during incubation.

(b)  Procedure for samples tested immediately.

     (b. 1)   Remove the cap from a  cell culture tube and place the tip of a pasteur pipette containing the
            virus-cell-agar plug from Subsection 2.2. l(c) into the maintenance  medium in the cell culture
            tube.  Force the virus-cell-agar plug from the pasteur pipette by gently squeezing the rubber
            bulb.  Withdraw and discard the pipette, and replace and tighten down the screw-cap on the
            culture tube.
            Tilt cell culture tube as necessary to facilitate the procedure and to avoid scratching the cell
         sheet with the pipette.
            Squeeze bulb repeatedly to wash contents of pipette into the maintenance medium.

     (b.2)   Place the cell culture tube in the drum used with the tissue culture  roller apparatus along with
            three additional culture tubes which have not been inoculated with agar sample to serve as
            negative controls.  Add  0.1 mL of ELAH containing 20-40 PFU of polivirus to each of three
            more culture tubes to serve as  positive controls.

     (b.3)   Incubate the cell cultures at 36.5 + 1°C while rotating at a speed of 1/5 rpm.  Examine the
            cells daily microscopically for  1 week, starting with day 3,  for evidence of cytopathic effects
            (CPE).
            CPE may be identified as cell disintegration or as changes  in cell morphology.  Rounding-up of
         infected cells is a typical effect seen with enterovirus infections.  However, uninfected cells round
         up during mitosis and a sample should not be considered positive unless there are significant
         clusters ofrounded-up  cells over and beyond what Li observed in the uninfected controls. If there
         is any doubt about the presence of CPE or if CPE appears late ft. e., on day 6 or 7), the
         conformation process should be repeated by transferring 0.2 mL of the medium in the culture tube
         to a freshly prepared tube.
            Incubation ofBGM cells in roller apparatus for periods greater than 1 week is not
         recommended as cells under these conditions tend to die-off if held longer.
            Tubes developing CPE may be stored in a -70° C freezer for additional optional tests (e.g., the
         Lim Benyesh-Melnick identification procedure).*

(c)  Procedure for samples to be stored at -70 °C before testing.
     Place 0.1 mL of antibiotic supplemented ELAH from Section V, Subsection 2.2.2 in a freezer vial for
   each plaque to be confirmed.
8For more information see EPA/600/4-84/013(R12), May 1988 Revision.
                                               142

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           (c. 1)   Remove cap from vial containing ELAH.  Place the tip of the pasteur pipette containing the
                  virus-cell-agar plug from Subsection 2.2.1 Step (c) into the vial. Force the virus-cell-agar plug
                  from the pasteur pipette into the ELAH by gently  squeezing the rubber bulb.
                  Squeeze the bulb repeatedly to wash the contents of the pipette  into the ELAH.

           (c.2)   Withdraw the pipette from the vial, replace and tighten down the screw-cap, and discard the
                  pipette.  Store the vial at -70°C. Place 3 additional vials containing 0.1 mL of ELAH that
                  have not been inoculated with an agar sample to serve as negative controls and 3 vials
                  containing 0.1 mL of ELAH with 20-40 PFU of poliovirus to serve as positive controls at
                  -70°C.

           (c.3)   When confirmation is to be completed, prepare cell culture tubes in accordance with Step (a)
                  above and thaw each frozen sample quickly in warm water (30-37 °C).

           (c.4)   Remove the caps from each tube and transfer the entire contents of the vial containing the
                  thawed sample into a cell culture tube using a pipette.
                  Tilt cell culture tube as necessary to facilitate the procedure and to avoid scratching the cell
               sheet with the pipette.
                  Place the tip of the pipette into the maintenance medium in the  cell culture tube. Squeeze the
               bulb repeatedly to wash any of the remaining test sample into the maintenance medium.

           (c.5)   Withdraw the pipette from the cell culture tube.  Replace and tighten down the screw-cap on
                  the tube, discard the pipette and sample vial, and continue with Step (b3) above.

VHI. BIBLIOGRAPHY AND SUGGESTED READING

  ASTM. 1992. Standard Methods for the Examination of Water and Wastewater (A.  E. Greenberg, L. S.
      Clesceri, and A. D. Eaton, eds.), 18th edition. American Public Health Association, Washington, DC.

  Barren, A. L., C. Olshevsky, and M. M. Cohen.  1970.   Characteristics of the BGM line of cells from
      African green monkey kidney.  Archiv. Gesam. Virusforsch. 52:389-392.

  Berg, G., D. Berman, and R. S. Safferman.  1982. A Method for concentrating viruses recovered from
      sewage sludges.  Can. J. Microbiol.  25:553-556.

  Berg, G., R. S.  Safferman, D. R. Dahling, D. Berman, and C. J. Hurst. 1984. U.S. EPA Manual of Methods
      for Virology. U.S. Environmental Protection Agency Publication No. EPA/600/4-84/013, Cincinnati, OH.

  Berman,  D., G.  Berg, and R. S. Safferman.  1981. A method for  recovering viruses  from sludges.  J. Virol.
      Methods.  5:283-291.

  Brashear, D. A., and R.  L. Ward.  1982.  Comparison of methods for recovering indigenous viruses from
      raw wastewater  sludge. Appl. Environ. Microbiol. 45:1413-1418.

  Cooper, P. D.  1967. The plaque assay of animal viruses, pp. 243-311. In K. Maramorosch and H.
      Koprowski (eds.), Methods in Virology, Vol. 3.  Academic Press, New York, NY.

  Dahling, D. R., and B. A. Wright.  1986. Optimization  of the BGM cell line culture and viral assay
      procedures for monitoring viruses in the environment.  Appl. Environ.  Microbiol.  57:790-812.

  Dahling, D. R.,  G.  Berg, and D. Berman. 1974.  BGM, a continuous cell line more sensitive than primary
      rhesus and African green kidney cells for the recovery of viruses from water. Health Lab. Sci.
      17:275-282.
                                                       143

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Dahling, D. R., R. S. Safferman, and B. A. Wright.  1984. Results of a survey of BGM cell culture
    practices.  Environ. Internal.  70:309-313.

Dahling, D. R., G. Sullivan, R. W. Freyberg, and R. S. Safferman.  1989.  Factors affecting virus
    plaque confirmation procedures. J.  Virol. Meth. 24:111-122.

Dulbecco, R.  1952.  Production of plaques hi monolayer tissue cultures by single particles of an animal
    virus. Proc. Natl. Acad. Sci. U.S.A.  38:747-752.

Dulbecco, R., and M. Vogt.  1954. Plaque formation and isolation of pure lines with poliomyelitis viruses.
    J. Exp. Med.  99:167-182.

Eagle, H.  1959.  Amino acid metabolism in mammalian cell cultures.  Science.  130:432-437.

Farrah, S. R.  1982. Isolation of viruses associated with sludge particles, pp. 161-170. In C.P. Gerba and S.
    M. Goyal (eds.), Methods in Environmental Virology.  Marcel Dekker, Inc., New York, NY.

Farrah, S. R., P. R.  Scheuerman, and G. Bitton.  1981. Urea-lysine method for recovery of enteroviruses
    from sludge.  Appl. Environ. Microbiol. 41:455-458.

Freshney, R. I.  1983.  Culture of Animal Cells: A Manual of Basic Technique.  Alan R. Liss. Inc., New
    York, NY.

Goddard, M. R., J. Bates, and M. Butler.  1981.  Recovery of indigenous enteroviruses from raw  and
    digested sewage sludges.  Appl. Environ. Microbiol. 42:1023-1028.

Hay, R. J.  1985. ATCC Quality Control Methods for  Cell Lines.  American Type Culture Collection,
    Rockville, MD.

Hsiung, G. D., and J. L. Melnick.  1955.  Plaque formation with poliomyelitis, coxsackie and orphan (echo)
    viruses in bottle cultures of monkey epithelial cells.  Virology  7:533-535.

Hurst, C. J.  1987. Recovering  viruses from sewage sludges and from solids hi water,  pp. 25-51.   In G. Berg
    (ed.), Methods for Recovering Viruses from the Environment.  CRC Press,  Boca Raton,  FL.

Hurst, C. J., and T.  Goyke. 1983. Reduction of interfering cytotoxicity associated with wastewater sludge
    concentrates assayed for indigenous enteric viruses.  Appl. Environ. Microbiol.  46:133-139.

Katzenelson, E., B. Fattal, and T. Hostovesky.  1976.  Organic flocculation: an efficient second-step
    concentration method for the detection of viruses hi tap water.  Appl. Environ. Microbiol.  52:638-639.

Kedmi, S., and B. Fattal.  (1981) Evaluation of the false-positive enteroviral plaque phenomenon occurring hi
    sewage samples.  Water Res.  75:73-74.

Laboratory Manual in Virology.   1974.  2nd edition.  Ontario Ministry of Health, Toronto, Ontario, Canada.

Leibovitz, A. 1963.  The growth and maintenance of tissue-cell cultures hi free gas exchange with the
    atmosphere.  Amer. J. Hyg.  75:173-180.

Lcnnette, E. H., and N. J. Schmidt (ed.).  1979.  Diagnostic Procedures for Viral, Rickettsial and Chlamydial
    Infections, 5th ed.  American Public Health Association, Inc., Washington, DC.
                                                  144

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Lund, E., and C.-E. Hedstrom. 1966.  The use of an aqueous polymer phase system for enterovirus
    isolations from sewage. Am. J. Epidemiol.  54:287-291.

Nielsen, A., and B. Lydholm.  1980. Methods for the isolation of virus from raw and digested wastewater
    sludge. Water Res.  74:175-178.

Pancorbo, O. C., P. R. Scheuerman,  S. R. Farrah, and G. Bitton.  1981. Effect of sludge type on poliovirus
    association with and recovery from sludge solids.  Can. J. Microbiol. 27:279-287.

Paul, J.  1975.  Cell and Tissue Culture.  5th edition.  Churchill Livingstone, London, Great Britain.

Rao, V. C., and J. L. Melnick. 1987.  Human Viruses in Sediments, Sludges, and Soils.  CRC Press, Boca
    Raton, FL.

Rovozzo,  G. C., and C. N. Burke. 1973.  A Manual of Basic Virological Techniques.  Prentice-Hall, Inc.,
    Englewood Cliffs, NJ.

Safferman, R.  S., M. E. Rohr, and T. Goyke.  1988.  Assessment of recovery efficiency of beef extract
    reagents for concentrating viruses from municipal wastewater sludge solids by the organic flocculation
    procedure.  Appl. Environ. Microbiol. 54:309-316.

Sattar,  S.  A., and J. C. N. Westwood.  1976. Comparison of four eluents in the recovery of indigenous
    viruses from raw sludge.  Can. J. Microbiol.  22:1586-1589.

Sattar,  S.  A., and J. C. N. Westwood.  1979. Recovery of viruses from field samples of raw, digested, and
    lagoon-dried sludges.  Bull. World Health Org. 57:105-108.

Stetler, R. E., M. E. Morris and R.  S. Safferman. 1992. Processing procedures for recovering enteric viruses
    from wastewater sludges.  J. Virol. Meth. 40:67-76.

Subrahmanyan, T. P.  1977. Persistence of enteroviruses in sewage sludge.   Bull. World Health Org.
    55:431-434.

Turk, C. A., B.  E. Moore, B.  P. Sagik, and C. A. Sorber.  1980.  Recovery of indigenous viruses from
    wastewater sludges, using a bentonite concentration procedure. Appl. Environ. Microbiol.  40:423-425.

Ward, R.  L., and C.  S. Ashley.  1976.  Inactivation of poliovirus in digested sludge.  Appl. Environ.
    Microbiol.  37:921-930.

Waymouth, C., R. G. Ham, and P. J. Chappie.  1981  The Growth Requirements of Vertebrate Cells In
    Vitro.  Cambridge University Press, Cambridge,  Great Britain.

Wellings, F. M., A. L. Lewis, and C. W. Mountain. 1976. Demonstration of solids-associated virus in
    wastewater and sludge.  Appl. Environ. Microbiol. 37:354-358.
                                                     145

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                                    Appendix I

                    Analytical Method for Viable Helminth Ova*

                     388, 389,  390,  391,  392,  393.  HELMINTH OVA

          INTRODUCTION

          Parasitic infections  present  a  potential health risk associated
          with use of sludge  due  to  the existence of highly  resistant
          stages of the organisms and low infective doses.   Ascaris ova are
          the most commonly isolated nematode ova in sludge.   Others may
          include Trichuris.  Toxocara.  Hymenolepis and Taenia.   In 1973,
          ascariasis was estimated to affect four million people in the
          United States.  Ova from the  parasitic helminths enter sewage
          from the feces of infected individuals.

          Ascaris ova are probably the  most resistant of the ova or cysts
          found in sludge.  This  fact,  along with the common occurrence of
          Ascaris ova, make their,  a good indicator for the fate of parasites
          as a group.  The described test procedure was developed for solid
          and semi-solid samples.  It is  not suitable for water or sewage.
          A total solids analysis is also required to express the final
          results as ova/g dry  weight.

          Procedure 388,389.390.391.392,393:  Helminth Ova  fll-25-91)

          1.   Scope and Application

               1.1  This procedure determines CSDLAC parameter numbers 388,
                    Total Parasites; 389, Total Ascaris; 390,  Viable
                    Ascaris;  391,  Trichuris; 392, Hvmenolepis;  393,
                    Toxocara.

               1.2  This procedure is applicable to composted sewage sludge
                    and other solid  and semi-solid materials.

          2.   Summary of Procedure
               2.1
This procedure identifies, quantifies  and determines
the viability of several types of ova  from intestinal
parasites.   Solid samples are processed  by blending
with buffered water containing a surfactant.   The blend
is screened to remove large particles.   The solids in
the screened portion are allowed to settle out and the
supernatant decanted off.  The sediment  is subjected to
density gradient centrifugation using  zinc sulfate
(specific gravity 1.20).  This flotation procedure
yields a layer most likely to contain  Ascaris and some
other parasitic ova.  Proteinaceous material is removed
using an acid-alcohol/ether extraction step and the
resulting concentrate is incubated at  26°C until
control ova of Ascaris lumbricoides var.  suum are fully
embryonated.   The concentrate is then  microscopically
examined for parasite ova using a Sedgwick-Rafter
counting chamber.
                                 388,389,391,392,393-1
                                                     2/92
This is an expanded version of the Yanko (1987) method referenced in the Part 503 regulation. This expanded version provides additional detail and presents the method in a step-by-step
fashion as provided in pages 393-1 to 393-6 of "Laboratory Section Procedures for the Characterization of Water and Wastes," 4th edition, published by the Sanitation Districts of Los An-
geles County, Los Angeles, California, 1989.
                                         147

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5.
Sample Handling and Preservation

3.1  Solid samples are collected in sterile bags such as
     Whirl-Pak bags.  Liquid sludge samples are collected in
     clean screw cap containers such as Nalgene bottles or
     jars.

3.2  Samples not analyzed promptly are stored at 0°C to 4°C.

Adavantages and Limitations

4.1  Concentration of the sample increases the probability
     that ova will be detected if they are in the sample.

4.2  Ascaris ova as an indicator is advantageous since they
     are relatively large and easy to identify.

4.3. Seeded studies have indicated the recovery for this
     test to be approximately ninety per cent.

4.4  The test uses standard microbiological equipment.

4.5  The test requires intensive training to enable the
     analyst to identify ova in a complex mixture of debris
     and to determine viability.

4.6  The test may take up to 5 weeks to complete including
     sample processing and incubation.

4.7  Numerous transfers of the sample to new vessels may
     decrease the recovery of indigenous ova.

Apparatus

5.1  Standard light microscope.

5.2  Sedgwick-Rafter cell.

5.3  2 L Pyrex beakers.

5.4  Table top centrifuge.

5.5  Rotor to hold four 100 mL centrifuge tubes, preferably
     glass or teflon.

5.6  Rotor to hold eight 15 mL conical centrifuge tubes,
     preferably glass or teflon.

5.7  48 mesh Tyler sieve.

5.8  Large plastic funnel to support sieve.
                      388,389,391,392,393-2
                                                        2/92
                           148

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 5.9   Teflon spatula.

 5.10 Large test tube  rack to accommodate 100 mL centrifuge
      tubes.

 5.11 Small test tube  rack to accommodate 15 mL conical
      centrifuge tubes.

 5.12 Number "0" rubber  stoppers.

 5.13 Wooden applicator  sticks.

 5.14 Vacuum source.

 5.15 Vacuum flask,  2  L  or larger.

 5.16 Stopper to fit vacuum flask  fitted with glass or metal
      tubing as  a connector for  1/4  inch tygon tubing.

 5.17 Pasteur pipets.

 5.18 Incubator  at 26°C.

 Reagents

 6.1   Phosphate-buffered water.  Prepare  stock phosphate
      buffer solution  by dissolving  34.0 g potassium
      dihydrogen phosphate (KH2PO4)  in 500 mL distilled
      water,  adjusting to  pH 7.2 ± 0.5 with  1 N NaOH,  and
      diluting to 1  L  with distilled water.

      Add 1.25 mL stock  phosphate buffer solution and  5.O mL
      magnesium  chloride solution  (81.1  g MgCl,.6H,O/L
      distilled  water) to  1 L distilled  water.

      Prepare phosphate  buffer working solution containing
     ,0.1%  (v/v)  Tween 80.   Adjust the pH to  7.2 ±  0.1  with
      1 N NaOH.

 6.2   Tween  80.

 6.3   Zinc sulfate solution,  sp. gr.  1.20.    Weigh  454  g
      ZnSO^ into 1 L DI H2O.   Dissolve and check specific
      gravity with a hydrometer.  Adjust specific gravity to
      1.2 as  necessary.

 6.4   0.1 N H2S04 in  35%  ethyl alcohol.

6.5   Ethyl ether, reagent  grade.

Procedure
                 388,389,391,392,393-3
2/92
                         149

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7.1  Weigh 50 g (wet weight) of compost and blend at high
     speed for 1 min. with 450 mL phosphate buffered water
     (PBW) containing 0.1 percent Tween 80 to achieve a ten
     percent suspension.  If the sample is a liquid sludge,
     pour it directly into a blender jar (400 to 500 mL) and
     add Tween 80 to 0.1% v/v prior to blending as above.
     Record volume tested.

7.2  The % moisture of the sample is determined by the
     Analytical group on a separate portion of the sample
     for use in the final calculation of ova/g dry weight.
     The concentration of ova in liquid sludge samples may
     be expressed as ova per unit volume.

7.3  Pour the homogenized sample through a 48 mesh Tyler
     sieve held on a large funnel over a 2 L beaker.

7.4  Wash the sample through the sieve with several rinses
     of warm tap water.  Washings are caught in the beaker.

7.5  Allow the screened and washed sample to settle
     overnight.

7.6  Siphon off the supernatant to just above the settled
     layer of solids.

7.7  Mix the settled material by swirling and then pour  it
     into two 100 mL centrifuge tubes.

7.8  Rinse the beaker two or three times and pour the
     rinsings into two  100 mL centrifuge tubes.

7.9  Balance the tubes  and centrifuge at 1250 RPM (400 x G)
     for  3 min.

7.10 Pour off the supernatant and resuspend the pellet
     thoroughly in zinc sulfate solution, specific gravity
     1.20.

7.11 Centrifuge the  zinc  sulfate suspension at 1250 RPM  for
     3 min.

7.12 Pour the zinc sulfate  supernatant  into a 500 mL
     Erlenmeyer flask,  dilute to at  least half the
     concentration with deionized water, cover and allow to
     settle 3 h or overnight.

7.13 Aspirate the supernatant to just above the settled
     material.

7.14 Resuspend the sediment by swirling and pipette  into two
      to  four 15  mL conical  centrifuge  tubes.

                  388,389,391,392,393-4
2/92
                      150

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     7.15 Rinse the flask two to three times with deionized water
          and pipette the rinse water into the tubes.

     7.16 Centrifuge the tubes at 1400 RPM (480 x G) for 3 min.

     7.17 Combine the pellets into one tube and centrifuge at
          1400 RPM for 3 min.

     7.18 Resuspend the pellets in 7 mL acid alcohol solution
          (0.1 N H2SO4 in 35% EtOH) and add 3 mL of ether.

     7.19 Cap the tube with a rubber stopper and invert several
          times, venting each time.

     7.20 Centrifuge the tube at 1800 RPM (660 x G)  for 3 min.

     7.21 Resuspend the pellet in 4 mL 0.1 N H2SO4 and pour into
          Nalgene tubes with loose caps.

     7.22 Incubate the tubes at 26°C for  three to  four weeks.

          7.22.1
          7.22.2
Simultaneously incubate control ova dissected
from an adult Ascaris lumbricoides var. suum.

When the majority of control ova are
embryonated, samples are ready to be
examined.
     7.23 Examine concentrates microscopically using a
          Sedgwick-Rafter cell to enumerate detected ova.

          7.23.1    Note viability based on the presence of
                    embryonated ova whose larval forms can be
                    induced to move when the light intensity is
                    increased.

          7.23.2    Identify the ova and report as ova/g dry
                    weight.

8.   Calculation

     8.1  Calculate % total solids using the % moisture result:

               % Total Solids =  100% - % moisture

     8.2  Calculate ova/g dry weight in the following manner:
     Ova/g dry wt = (No. ova) x (Cell factor/# transects) x
                    (mL final volume)

                    (% cone)x( mL sample screened)x

                      388,389,391,392,393-5
                                         2/92
                              151

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                    (% total solids)

     Where:    Transect = One microscope field diameter width
               across the length of a Sedgwick-Rafter cell

               Cell Factor = # of transects to examine entire
               Sedgwick-Rafter.  This is dependent on microscope
               model and magnification.

               Cell factor is also equal to the number of
               transects per mL since the Sedgwick-Rafter cell
               contains 1 mL.

9.   Quality Assurance Guidelines

     9.1  Run duplicate tests every tenth sample.

10.  Precision and Accuracy

     10.1 Precision criterion was established as per Standard
          Methods. 17th Ed., 1989, 9020B.4b, pp. 9-17 to 9-18.

     10.2 The current established precision criterion is 0.5702T

     10.3 There is currently no means of assessing the accuracy
          of the method.

11.  References

     11.1 Theis, J. H., V. Bo1ton and D. R. Storm (1978).
          "Helminth Ova in Soil and Sludge from Twelve U.S. Urban
          Areas".  J. Water Pollution Control Fed. 50:2485-2493.

     11.2 Reimers, R. S., et al, 1981.  "Parasites in Southern
          Sludges and Disinfection by Standard Sludge Treatment".
          Tulane Univ., New Orleans, LA.  NTIS Publication #
          PB82-102344, Springfield, VA.

     11.3 Yanko, W. A.  "Occurrence of Pathogens in Distribution
          and Marketing Municipal Sludges".  County Sanitation
          Districts of Los Angeles County, Whittier, CA.  NTIS
          Publication # PB88-154273-AS, pp. 159-161.

     11.4 Standard Methods for the Examination of Water and
          Wastewater. 17th Ed., 1989, 9020 B and 9050 C.
                      388,389,391,392,393-6
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