&EPA
United States
Environmental Protection
Agency
     Environmental
     Regulations and
     Technology

     Control of Pathogens and
     Vector Attraction in
     Sewage Sludge


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                                                EPA/625/R-92/013
                                                 Revised July 2003
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
               National Risk Management Research Laboratory
                Center for Environmental Research Information
                       Cincinnati, OH 45268
                                                Re
                                                Pr
                                                pa,... ..._

                                                processed chlorine free.

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                                      Notice
    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.

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                                        Foreword


       The U.S. Environmental Protection Agency (EPA) is charged by Congress with protecting the
Nation's land, air, and water resources. Under a mandate of national environmental laws, the Agency
strives to formulate and implement actions leading to a compatible balance between human activities and
the ability of natural systems to support and nurture life. To meet this mandate, EPA's research program
is providing data and technical support for solving environmental problems today and building a science
knowledge     necessary to manage our ecological resources wisely, understand how pollutants affect
our health, and prevent or reduce environmental risks in the future.

       The National Risk Management Research Laboratory (NRMRL) is the Agency's center for
investigation of technological and management approaches for preventing and  reducing risks from
pollution that threaten  human health and the environment. The focus of the Laboratory's research
program is on methods and their cost-effectiveness for prevention and control of pollution to air,  land,
water, and subsurface resources; protection of water quality in public water systems; remediation of
contaminated sites, sediments and ground water;  prevention and  control of indoor air pollution; and
restoration of ecosystems.  NRMRL collaborates with both public and private sector partners to foster
technologies that  reduce the cost of compliance and to anticipate emerging problems.  NRMRL's
research provides solutions to environmental problems by: developing and promoting technologies that
protect and  improve the environment; advancing  scientific and engineering  information to support
regulatory and policy decisions; and providing the technical support and information transfer to ensure
implementation of environmental regulations and strategies at the national, state, and community levels.

       This publication has been produced as part of the Laboratory's strategic long-term research plan.
It is published and made available by EPA's Office of Research and Development to      the user
community and to link researchers with their clients.
                                        Hugh W. McKinnon, Director
                                        National Risk Management Research Laboratory

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                                           Contents
Chapter 1 Introduction	1
    1.1 What is Sewage Sludge?	1
    1.2 U.S. Regulation ofTreated Sewage Sludge (Biosolids)	4
    1.3 Implementation Guidance	4
    1.4 Definitions	5
    1.5 Pathogen Equivalency Committee	6
    1.6 What is in this Document?	6

Chapter 2 Sewage Sludge Pathogens	8
    2.1 What are Pathogens?	 8
    2.2  Pathogens in Sewage Sludge	8
    2.3 General Information on Pathogens	10
    2.4 Protecting Public Health-The Part 503	11
    2.5 Frequently Asked Questions	16

Chapters Overview of Part 503 Subpart D Requirements, Their Applicability, and
         Related Requirements	20
    3.1 Introduction	20
    3.2 Pathogen Reduction Requirements	20
    3.3 Vector Attraction Reduction (VAR) Requirements [503.33] 	21
    3.4 Applicability of the Requirements [503.15 and 503.25]	21
    3.5 Frequency of Monitoring	22
    3.6 Sampling Stockpiled orRemixed Biosolids	22
    3.7 Recordkeeping Requirements [503.17 and 503.27]	23
    3.8 Reporting Requirements for Sewage Sludge [503.18and 503.28]	23
    3.9 Permits and Direct Enforceability [503.3]	25

Chapter 4 Class A Pathogen Requirements	26
    4.1 Introduction	26
    4.2 Vector Attraction Reduction  to Occur With or After Class A Pathogen
       Reduction [503.32(a)(2)]	26
    4.3 Monitoring of Fecal Coliform or Salmonella sp. to Detect Growth of Bacterial Pathogens
       [503.32(a)(3)-(8)] 	27
    4.4 Alternative 1: Thermally Treated Sewage Sludge [503.32(a)(3)]	28
    4.5 Alternative 2: Sewage Sludge Treated in a High pH-High Temperature Process (Alkaline
       Treatment) [503.32(a)(4)]	30
    4.6 Alternative 3: Sewage Sludge Treated in Other Processes [503.32(a)(5)]	31
    4.7 Alternative 4: Sewage Sludge Treated in Unknown Processes [503.32(a)(6)]	32
    4.8 Alternative 5: Use of PFRP [503.32(a)(7)] 	32
    4.9 Alternative 6: Use of a Process Equivalent to PFRP [503.32(a)(8)]	33
    4.10  Frequency of Testing 	33

Chapter 5 Class B Pathogen Requirements and Requirements for Domestic Septage
         Applied to Agricultural Land, a Forest, or a Reclamation Site	36
    5.1 Introduction	36
    5.2 Sewage Sludge Alternative 1: Monitoring of Fecal Coliform [503.32(b)(2)]	36
    5.3 Sewage Sludge Alternative 2: Use of a Process to Significantly Reduce
        Pathogens (PSRPs) [503.32(b)(3)]	37
    5.4 Sewage Sludge Alternative 3: Use of Processes Equivalent to PSRP [503.32(b)(4)]	38

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    5.5 Site Restrictions for Land Application of Biosolids [503.32(b)(5)]	38
    5.6 Domestic Septage [503.32(c)]	41

Chapters Processes to Significantly Reduce Pathogens (PSRPs)	43
    6.1  Introduction	43
    6.2 Aerobic Digestion	43
    6.3 Anaerobic Digestion	45
    6.4 Air Drying	46
    6.5 Composting	47
    6.6 Lime Stabilization	48
    6.7 Equivalent Processes	50

Chapter7 Processes to FurtherReduce Pathogens (PFRPs)	51
    7.1  Introduction	51
    7.2 Composting	51
    7.3 Heat Drying	53
    7.4 Heat Treatment	54
    7.5 Thermophilic Aerobic Digestion	54
    7.6 Beta Ray and Gamma Ray Radiation	55
    7.7 Pasteurization	55
    7.8 Equivalent Processes	56

Chapter 8 Requirements for Reducing Vector Attraction 	58
    8.1  Introduction	58
    8.2 Option 1: Reduction in Volatile Solids Content [503.33(b)(1)]	58
    8.3 Option 2: Additional Digestion of Anaerobically Digested Sewage Sludge [503.33(b)(2)]. 60
    8.4 Option 3: Additional Digestion of Aerobically Digested Sewage Sludge [503.33(b)(3)] .... 60
    8.5 Option 4: Specific Oxygen Uptake Rate (SOUR) for Aerobically Digested Sewage
        Sludge [503.33(b)(4)]	60
    8.6 Option 5: Aerobic Processes at Greater than 40°C [503.33(b)(5)]	61
    8.7 Option 6: Addition of Alkali [503.33(b)(6)]	61
    8.8 Option 7: Moisture Reduction of Sewage Sludge Containing No Unstabilized Solids
               [503.33(b)(7)]	62
    8.9 Option 8: Moisture Reduction of Sewage Sludge Containing Unstabilized
        Solids [503.33(b)(8)]	62
    8.10 Option 9: Injection [503.33(b)(9)]	62
    8.11  Option 10: Incorporation of Sewage Sludge into the Soil [503.33(b)(10)]	63
    8.12 Option 11: Covering Sewage Sludge [503.33(b)(11)]	63
    8.13 Option 12: Raising the pH of Domestic Sludge [503.33(b)(12)]	63
    8.14 Number of Samples and Timing	63
    8.15 Vector Attraction Reduction Equivalency	63

Chapter 9 Sampling Procedures and Analytical Methods	65
    9.1  Introduction	65
    9.2 Laboratory Selection	65
    9.3 Safety Precautions	65
    9.4 Requirements for Sampling Equipment and Containers	66
    9.5 Sampling  Frequency and Number of Samples Collected	67
    9.6 Sampling Free-Flowing Sewage Sludges	68
    9.7 Sampling Thick Sewage Sludges	69
    9.8 Sampling  Dry Sewage Sludges	69
    9.9 Control of Temperature, pH, and Oxygenation After Sample Collection
        Samples for Microbial  Tests	70
    9.10 Sample Composting and Size Reduction	71
    9.11  Packaging and Shipment	72
    9.12 Documentation	73
    9.13 Analytical Methods	73
                                           VI

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    9.14 Quality Assurance	74

Chapter 10 Meeting the Quantitative Requirements of the Regulation	76
    10.1 Introduction	76
    10.2 Process Conditions	76
    10.3 Schedule and Duration of Monitoring Events	77
    10.4 Comparison of Feed Sludge and Sludge Product Samples	79
    10.5 The Effect of Sludge Processing Additives on Monitoring	79
    10.6 Collecting Representative Samples	80
    10.7 Regulatory Objectives and Number of Samples that Should be Tested	81

Chapter 11 Role of EPAs Pathogen Equivalency Committee in Providing Guidance Under
          Part 503	90
    11.1 Introduction	90
    11.2 Overview of the PEC's Equivalency Recommendation Process	92
    11.3 Basis for PEC Equivalency Recommendations	92
    11.4 Guidance on Demonstrating Equivalency for PEC Recommendations	97
    11.5 Guidance on Application for Equivalency Recommendations	98
    11.6 Pathogen Equivalency Committee Recommendations	100
    11.7 Current Issues	100


Chapter 12 References and Additional Resources	103

Appendices
    A   EPA Regional and State Biosolids Coordinators and Listing of EPA Pathogen
        Equivalency Members	107
    B   SubpartD of the Part 503 Regulation	115
    C   Determination of Volatile Solids Reduction by Digestion	120
    D   Guidance on Three Vector Attraction Reduction Tests	127
    E   Determination of Residence Time for Anaerobic and Aerobic Digestion	133
    F   Sample Preparation for Fecal Coliform Tests and Salmonella sp. Analysis	137
    G   Kennerand Clark (1974) Analytical Method for Salmonella sp. Bacteria	141
    H   Method forthe Recovery and Assay of Total Culturable Viruses from Sludge	150
    I    Test Method for Detecting, Enumerating, and Determining the Viability of
        AscarisOva in Sludge	166
    J   The Biosolids Composting Process	173
                                          VII

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                                   Acknowledgments
     This guidance document was  produced by the U.S.  Environmental  Protection Agency (EPA) Pathogen
Equivalency Committee (PEC) whose members include  Robert Bastian, Bob Brobst, John Cicmanec,  G.
Shay Fout,  Hugh McKinnon,  Mark Meckes, Frank Schaefer, Stephen Schaub, and James E. (Jim) Smith,  Jr.
The  contributions of Jim Smith, who was  instrumental in the administration,  organization, and direction  of
this project; and of Bob Brobst, Mark Meckes,  and  Robert Bastian along with Greg B. Kester of the State of
Wisconsin,  who provided significant comments and guidance, are especially appreciated. Eliot Epstein and
Nerissa Wu of E&A Environmental  Consultants, Inc. in Canton, Massachusetts, prepared the document with
information  and  comments from the PEC and from  EPA and State sludge coordinators and private contribu-
tors including Joseph B. Farrell, a  consultant,  and  Robert Reimers of Tulane University. The assistance  of
reviewers including John Colletti, Madolyn  Dominy, Lauren  Fondahl, Alia  Roufaeal, and John  Walker  of
EPA; Jeffrey G. Faust of Bio Gro; Joe Pearce  of the State of North Carolina; Bob Southworth,  a consultant;
and all other contributors, too numerous to name,  is very much appreciated.

    The following individuals assisted by updating  guidance for analytical procedures: Appendix F: Sample
Preparation for Fecal Coliform Tests and Salmonella sp. Analysis - Mark Meckes; Appendix H: Method  for
the Recovery and Assay of Enteroviruses from Sewage Sludge - Shay Fout; Appendix I: Analytical Method
for Viable Helminth Ova - Frank Schaefer;  Appendix J: Composting: Basic Concepts  Related to Pathogens
and Vector  Attraction - Eliot Epstein of E&A Environmental Consultants and Bob  Brobst of EPA's Region 8
Office in Denver, CO.
                                                VIII

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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 often used as an or-
ganic soil conditioner and partial fertilizer in the United States
and  many other countries. It is applied to agricultural land
(pastures and cropland), disturbed areas (mined lands, con-
struction sites,  etc.), plant  nurseries,  forests, recreational
areas (parks, golf courses,  etc.), cemeteries, highway and
airport  runway medians, and home lawns and gardens (see
photographs, pages 2 and 3). Certain treatment works (POTWs)
own or have access to land dedicated solely to disposal of
sewage sludge, a practice referred to  as  surface disposal.
The  U.S. Environmental Protection  Agency (EPA), the pri-
mary federal  agency responsible for sewage sludge man-
agement, encourages the beneficial use of sewage sludge
through land application (Figure 1-2),   after it has been ap-
propriately treated for its intended use.  In 1995 it was found
that 54% of sewage sludge generated in the United States
was  land applied  (Bastian, 1997).

  Sewage  sludge has beneficial plant nutrients and  soil
conditioning properties;  however, it may also contain patho-
genic bacteria,  viruses, protozoa, parasites, and  other m i -
                Domestic
                Sewage
                Generation
croorganisms that can cause disease. Land application and
surface disposal of untreated sewage sludge create a po-
tential for human exposure to these organisms through
direct and  indirect contact. To protect  public health  from
these organisms and from the pollutants that some  sew-
age sludge contains,  many countries now regulate  the use
and disposal of sewage sludge.

 "Sewage Sludge"  vs. "Biosolids"
  Throughout the wastewater  and sewage sludge indus-
try, the term "sewage sludge" has largely been replaced
by the term "biosolids." "Biosolids" specifically refers  to
sewage sludge that  has undergone treatment and meets
federal and state standards for beneficial  use. The distinc-
tion between untreated sewage sludge and biosolids that
have undergone processing and analysis will be made
throughout  this document.

 What is  Beneficial Use?
   For the purposes  of this document,  land application is
considered  to be beneficial use. The document specifically
deals with  land application and the issues related to the
pathogen and vector attraction reduction requirements for
                                                                        Sewage Sludge
                                                                        Treatment

                                                                        • Digestion
                                                                        • Drying
                                                                        • Composting
                                                                        • Lime Stabilization
                                                                        • Heat Treatment
                                                                        •Etc.
                                                                           Treated
                                                                           Sewage  I
                                                                           Sludge  f
                                                                           .(Biosolids)1
                                                                                 Disposal
                            Industrial
                            Wastewater
                            Generation
                 Incineration
                • Surface Disposal
Land Application

• Agricultural Land
• Strip-mined Land
• Forests
• Plant Nurseries
• Cemeteries
• Parks, Gardens
• Lawns and Home
 Gardens
Figure 1-1.  Generation, treatment, use, and disposal of sewage sludge.

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Highway median strip in Illinois after land application of dried sludges.
(Photo courtesy of Metropolitan Water Reclamation District of Greater Chicago)
Flower  beds amended with sludge  compost at the Betty Ford
Alpine Gardens, Vail, CO.
  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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Reclaimed mine spoil  land. Kennecott Copper near Salt Lake
City, Utah.
Corn grown on sludge-treated soil (right) and untreated soil (left).
 Mine spoil land sludge treatment. Note lush vegetative cover on
 reclaimed soil which will support grazing. (Photo courtesy of City of
Tulsa, Oklahoma)
Cross-section of popular trees showing how sludge application
increases tree growth. Both cross sections are 8 years old; the
larger is aprox. 8 inches in diameter.
(Photo  courtesy of Mike  VanHam, British Columbia, Canada)

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   The U.S. Environmental Protection Agency (EPA)
   will actively promote those municipal sludge man-
   agement practices that provide fpr the beneficial use
   of sewage sludge while maintaining or improving en-
   vironmental quality and protecting human health. To
   implement this policy, EPA will continue to issue regu-
   lations that protect public health and other environ-
   mental values. The Agency will  require states to es-
   tablish and maintain programs to ensure that local
   governments utilize sewage sludge management
   techniques 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 sewage sludge management.
           Source: EPA, 1984.

land applied biosolids. For more information on the  patho-
gen and vector attraction  reduction requirements for the
surface  disposal of biosolids, please refer to Section 503.25
of the  regulation.

1.2 U.S.  Regulation of Treated Sewage
     Sludge (Biosolids)
  In the United States, the use and disposal of treated
sewage sludge  (biosolids),  including domestic septage, are
regulated under 40 CFR Part 5031 This regulation, pro-
mulgated on February 19, 1993, was issued under the
authority of the Clean Water Act (CWA) as amended in
1977 and the 1976 Resource Conservation  and Recovery
Act (RCRA). For most sewage sludge2,   the new regulation
replaces 40 CFR 257, the original regulation governing
the use and disposal of sewage sludge, which has been in
effect since 1979.

  The EPA policy shown below was developed in response
to specific language in the CWA and RCRA federal policy
statements in order to facilitate and encourage the benefi-
cial reuse of sewage sludge (U.S. EPA, 1984).

Protection of Public  Health and  the
Environment
  Subpart  D  of the Part 503 regulation protects  public
health and  the environment through requirements designed
to reduce the potential for contact with the disease-bear-
ing  microorganisms (pathogens)  in sewage sludge applied
to the land or placed  on a surface disposal site. These
requirements  are  divided  into:
1 Because domestic septage is a form of sewage sludge, any use of the term "sew-
 age sludge" in this document includes domestic septage.
2 Sewage sludge generated at an industrial facility during the treatment of domestic
 sewage commingled with industrial wastewater in an industrial wastewater treat-
 ment facility is still covered under 40 CFR Part 257 if the sewage sludge is applied to
 the land.
   •  Requirements designed to control and reduce patho-
    gens in treated sewage sludge (biosolids)

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

  Subpart D includes both  performance  and technology
based requirements.  It is designed to  provide a more flex-
ible  approach than the  approach  in the  Part 257, which
required sewage sludge to be treated  by specific listed or
approved treatment technologies.  Under Part 503, treat-
ment 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  applicable Part 503  requirements are
met.

Environmental Effects of Pathogens in
Sewage Sludge
  Because  of concern over the effect of pathogens  from
biosolids on animal health  (certain human pathogens can
cross species lines and infect animals, particularly warm
blooded animals) the 503 regulations  require  that sewage
sludge undergo pathogen treatment prior to land applica-
tion. For sewage sludge subject to Class B pathogen treat-
ment site restrictions are  also required. While  relatively
little  research  has  been conducted on specific inter-spe-
cies  crossover to wildlife, more information is  available for
grazing animals which are more  likely to have a greater
exposure to  biosolids than  wildlife. Available  information
on the impact of biosolids  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).  References regard-
ing  the impact of biosolids  application on both wild  and
domestic animals are included at the end of this chapter.

1.3  Implementation Guidance
  This document is not  regulatory in  nature.  A complete
copy of Subpart D of the Part 503 Regulation appears in
Appendix B. This document is only intended to serve as
a guide to pathogen and vector attraction reduction for
anyone who  is involved with the treatment of sewage sludge
for land application. This includes:

  • Owners  and operators of domestic sewage treatment
    works

  • Developers or marketers of sewage sludge treatment
    processes

  • Groups  that distribute and  market biosolids products

  • Individuals involved in applying biosolids to land

  • Regional, state, and  local government officials respon-
    sible for  implementing and enforcing the Part 503 Sub-
    part D regulation

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   • Consultants to these groups

   • Anyone interested in understanding the federal require-
    ments  concerning pathogens in  sewage  sludge

  This guide was previously released  in 1993.  The updates
and amendments to this document are a product of com-
ments and suggestions  from the  regulatory  and sewage
sludge management community. This edition  of the docu-
ment  includes  clarification of many  of the sampling and
monitoring  issues  and reflects the increased understand-
ing of analytical issues. There are  additional operational
guidelines and examples of how a  variety of facilities  have
complied with  the  Part 503 requirements. Some of the
notable additions to this edition include:

  • Clarification of Class A processes

  •  More specific guidelines for the operation of composting
    facilities

  • More information on site  restrictions  including permit
   conditions which may apply to  specific  crops

  • Recommendation for the use of the Kenner and Clark
   methodology for Salmonella sp.  bacteria  analysis

  • Guidelines  for retesting biosolids products that have
    been stored or remixed

  • More information on public health and  pathogens

  • More information  on sampling and  monitoring proto-
    cols

  • Updates on  the  Pathogen  Equivalency Committee  and
   approved processes

  Other  publications related to pathogen or vector attrac-
tion issues include the  "Technical  Support Document  for
Reduction of Pathogens and  Vector  Attraction in  Sewage
Sludge" (U.S.  EPA, 1992) and "Part 503 Implementation
Guidance" (U.S. EPA, 1995).  Although the  federal regula-
tion under 40 CFR  Part  503 includes restrictions for pollut-
ant concentrations and application  rates, this  document is
intended to clarify  pathogen and  vector related  require-
ments and does not discuss pollutant limits.

  This document does  not discuss  the general  require-
ments and  management  practices which  must be  followed
for land  application of all biosolids except  in  the case of
"exceptional quality" biosolids  which have met certain pol-
lutant limits and pathogen and vector attraction  reduction
requirements. In addition to meeting the regulation  set forth
in this document, bulk biosolids  application must be con-
ducted in accordance with agronomic rates, and biosolids
appliers must ensure that applied biosolids are not applied
within 10 meters of any water body,  do  not enter surface
waters or wetlands  without the approval of the appropriate
permitting authority, and do not adversely affect endan-
gered or threatened species or their habitats.

  It should be noted that the Part  503 regulation and the
sampling  and monitoring  requirements outlined in the regu-
lation were developed as minimum requirements. EPA
supports  the  beneficial use  of treated sewage  sludge
(biosolids) and encourages  facility operators and genera-
tors  of biosolids products to develop sampling and moni-
toring plans that go beyond the minimum regulatory re-
quirements as needed to ensure  consistent product qual-
ity.

   For most states, the authority for implementing the Part
503  regulation  currently  remains  with the  Regional EPA
offices. A guide  to  EPA offices and relevant contacts can
be found in Appendix A.

1.4 Definitions
  The sections of this document that discuss specific regu-
latory  requirements utilize  the same terminology used
throughout the Part 503  regulation in order to maintain
consistency between  the regulation and  this guidance
document. However, in some parts  of this document, par-
ticularly in sections which discuss  operational  parameters
and  other  issues related to  biosolids management, terms
which are not formally defined  by the regulations are used.
The  following glossary has been provided in order  to pre-
vent confusion about the intent and  jurisdiction of the Part
503 regulation.

  Applier - The applier is the individual or party who land
applies  treated sewage  sludge (biosolids).  This may in-
clude farmers, municipalities, and private enterprises that
land apply or their  contractors.

  Biosolids - Sewage sludge that has been treated and
meets state and federal standards for land application.

  Control  - Some of the  regulatory requirements make  a
distinction  based on whether the biosolids preparer (see
below) has "control" over the material. A preparer loses
control over material when it is sold or given  away. Until
that  point, the material  is still within the control  of the
preparer even if the treatment process has ended and the
material is in storage on  or off-site.

  Detectable  Limits - Minimum concentration  at  which
an analyte can be measured. The detectable limit for any
given analyte  varies depending on  the  lab methodology
used and the  volume of material  analyzed. As such, de-
tectable limits may fluctuate. Throughout this document,
the  term "detectable limit" refers to  the limits as they are
defined in the allowable lab  methodologies outlined  in the
Appendices.

  Exceptional Quality (EQ) Biosolids - The term "EQ"  is
not used  in the  Part 503  regulation, but  it has become  a
useful  description  for regulators and biosolids preparers
when referring to  biosolids that  meet the  pollutant concen-
tration limits of Table 3 of Section 503.13, Class A patho-
gen  reduction, and one of the first eight treatment pro-
cesses for meeting vector attraction reduction standards.
Biosolids that fall into this category  are not subject to the
Part  503 general  requirements and management  practices
for land application.

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   Preparer - The person(s) who  generate biosolids from
the treatment of domestic sewage in a treatment works or
change the quality of the sewage sludge received from
the generator. This includes facilities that derive a material
from sewage sludge prior to land  application  of the mate-
rial which  could  include wastewater treatment facilities,
composting or other sewage sludge processing operations,
and soil  blenders who handle non-EQ biosolids materials.
A soil blender who takes EQ biosolids and mixes them
with other (non-sewage  sludge) materials for  land applica-
tion  is not  a preparer. However, a soil  blender that takes
non-EQ biosolids  and  mixes it with other materials for land
application  is a preparer.

   Product - This  may  include  materials such as
composted, heat-dried, lime stabilized,  alkaline stabilized,
or otherwise processed  biosolids which  have met the re-
quirements of the Part 503. The term "product" is some-
times used in this document in  discussions regarding ma-
terial distribution. The term "sludge  derived material" is used
in the  Part 503 to refer to these materials.

   Sewage Sludge - The solid, semi-solid, or liquid resi-
due  generated during the treatment of municipal sewage
in a treatment works. The term "biosolids" refers to sew-
age sludge which has  undergone treatment and meets
state  and federal requirements for land application. The
distinction between  untreated sewage sludge and treated
biosolids is made throughout this  document.

1.5 Pathogen  Equivalency Committee
  The  Pathogen  Equivalency Committee (PEC) is made
up of U.S.  EPA experts who  review pathogen and vector
attraction  reduction issues  and make  recommendations
to the  appropriate permitting authority. The  primary role of
the PEC is to review proposals for Processes to Signifi-
cantly  Reduce Pathogens (PSRP) and  Processes to Fur-
ther  Reduce  Pathogens (PFRP)  equivalency determina-
tions and to offer guidance  on the issues associated with
pathogen and  vector  attraction  reduction.

   More information on the PEC and the process of apply-
ing for equivalency is presented in Chapter 11.

1.6 What is in this  Document?
  Chapter 2 of this document provides  basic information
about pathogens  and describes why pathogen control is
required to  protect public health and the environment, and
Chapters 3 through 5 discuss the current federal require-
ments  under Subpart D of Part 503. Chapters 6 and 7 re-
view the  different PFRP  and PSRP processes, and Chap-
ter 8  discusses vector attraction reduction  issues. Chap-
ters 9 and  10 summarize sampling and  analysis protocols
used to meet the quantitative requirements of Part  503.
Chapter 11 outlines the  process for applying for equiva-
lency and discusses  the kind of support EPA's Pathogen
Equivalency Committee  can provide to permitting authori-
ties.  Chapter 12 lists general references and additional
resources related to biosolids use; specific  references re-
lated to particular topics are also included at the end of
each chapter.
  The  Appendices provide additional information on:

   • Determination of volatile  solids and residence time for
    digestion

   • Sample preparation and analytical methods for meet-
    ing the Part 503 pathogen reduction requirements

   • Tests for demonstrating  vector attraction reduction

   • Additional  references on  pathogen research and tech-
    nical background to regulations

  Appendix A  lists EPA and state sewage sludge  coordi-
nators, and Appendix B contains Subpart D of the Part
503  regulation.

References and  Additional  Resources

Alberici, T.M., W.E. Sopper,  G.L. Storm, and R.H. Yahner.
    1989. Trace  metals in soil, vegetation, and voles from
    mine land  treated with sewage sludge. Journal of En-
    vironmental Quality 18:115-120.

Anderson, T.J. and G.W. Barrett.  1982. Effects  of dried
    sewage  sludge on  meadow vole (Microtus
    pennsylvanicus)  populations in two grassland commu-
    nities. Journal of Applied Ecology 19:759-772.

Bastian, R.K.  1997. The biosolids (sludge) treatment, ben-
    eficial use, and disposal situation  in the USA. Euro-
    pean Water Pollution Control Journal, Vol 7,  No. 2,
    62-79.

Danron,  B.L,  H.R. Wilson, M.F. Hall, W.L Johnson,
    0.  Osuna, R.L. Suber, and G.T. Edds. 1982. Effects of
    feeding dried municipal  sludge to  broiler type  chicks
    and laying  hens. Polut. Sci. 61:1073-1081.

Hegstrom, L.J.  and S.D. West. Heavy metal accumulation
    in  small mammals  following sewage sludge applica-
    tion to forests. Journal of Environmental Quality 18:345.

Keinholz, E.W.  1980.  Effects  of toxic  chemicals present in
    sewage sludge on animal health.  P 153-171 in Sludge
    - Health risks of  land application. Ann Arbor Science
    Publishers.

Keinholz, E.W., G.M. Ward,  D.E. Johnson, J.  Baxter, G.
    Braude, and G.  Stern.  1979.  Metropolitan Denver
    sludge fed  to feedlot steers. J. Anim. Sci. 48:735-741.

National Research Council. 1996. Use  of reclaimed water
    and sludge in food  crop production.  Washington, D.C.

U.S. EPA/USDA/FDA. 1981.  Land Application of Munici-
    pal  Sewage  Sludge  for the Production of Fruits  and
    Vegetables: A Statement of Federal Policy and Guid-
    ance. SW-905. U.S.  EPA,  Office of Solid Waste,  Wash-
    ington, D.C. 21 pp.

U.S.  EPA. 1984.  EPA policy on municipal sludge manage-
    ment. Federal Register,  49(114):24358-24359. June
    12,  1984.

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U.S.  EPA. 1991. Interagency Policy on beneficial use of       136618. Springfield, VA:  National Technical Infor-
   municipal sewage sludge on federal land.  Federal        mation  Service.
   Register,  56(138):33186-33188.  July 19, 1991.
                                                      U.S. EPA. 1995. Part 503 implementation guidance. EPA/
U.S.  EPA. 1992. Technical support document  fpr Part        833/R-95/001.  Washington,  D.C.
   503 pathogen  and vector attraction reduction re-
   quirements in  sewage sludge. NTIS No.: PB89-    WEF/U.S. EPA. 1997. Biosolids:  A short explanation and dis-
                                                          cussion. In  Biosolids Fact Sheet Project.

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                                               Chapter 2
                                   Sewage Sludge Pathogens
2.1 What are Pathogens?
  A pathogen  is an organism or substance capable of caus-
ing  disease. The Part 503 regulation only discusses patho-
genic  organisms, and throughout this document, "patho-
gen" refers only to living organisms,  except where speci-
fied. Pathogens  infect humans through  several different
pathways including  ingestion, inhalation, and dermal  con-
tact. The infective dose, or the number of a pathogenic
organism to which a human must be exposed to become
infected, varies depending  on the organism and on the
health status  of the  exposed individual.

  Pathogens that propagate in the enteric  or urinary sys-
tems of  humans and are discharged in feces or urine  pose
the  greatest risk to public health with regard  to the use and
disposal of sewage sludge.  Pathogens are also found  in
the  urinary and  enteric systems of other animals and may
propagate in  non-enteric settings. However, because this
document is  concerned with the  regulation of sewage
sludge, this chapter focuses on the pathogens most com-
monly found in  the human  enteric system.

2.2 Pathogens  in Sewage  Sludge

 What pathogens can be found in sewage
sludge?
  The four major types of  human pathogenic (disease-
causing)  organisms (bacteria, viruses, protozoa, and hel-
minths)  all may be present  in domestic sewage. The ac-
tual species and quantity of pathogens present  in the do-
mestic sewage from a particular municipality (and the  sew-
age sludge produced when treating the domestic sewage)
depend  on  the  health status of the local  community and
may vary substantially at different times. The level of patho-
gens present in treated sewage  sludge (biosolids) also
depends on the reductions achieved by the wastewater
and sewage sludge treatment processes.

  The pathogens in  domestic sewage are  primarily  asso-
ciated with insoluble solids.  Primary wastewater treatment
processes concentrate these solids into  sewage sludge,
so untreated or raw primary sewage  sludges have higher
quantities of  pathogens than the incoming wastewater.
Biological wastewater treatment  processes such as la-
goons, trickling filters, and activated sludge  treatment may
substantially reduce the number of pathogens in the waste-
water (EPA, 1989). These processes may also reduce the
number of pathogens in sewage sludge by creating ad-
verse conditions for pathogen  survival.

  Nevertheless, the resulting  biological  sewage  sludges
may still  contain sufficient levels of pathogens to pose a
public health and  environmental concern. Part 503 Regu-
lation thus requires sewage sludge to be treated by a Class
A pathogen treatment process or a Class B process with
site restrictions. These requirements prevent disease trans-
mission. Table 2-1 lists some principal pathogens of
concern that may  be present in wastewater and sewage
sludge. These  organisms and other pathogens can cause
infection or disease if humans and animals are  exposed to
sufficient  levels of the organisms  or pathogens.  The  lev-
els, called infectious doses, vary  for  each pathogen and
each host.

  As mentioned in Chapter 1, one concern is the potential
effect of  some human pathogens on animals. Enteric vi-
ruses can cross species  lines, and animal life, particularly
warm blooded animals, can be affected if  they are exposed
to some  of the pathogens found  in sewage sludge. Do-
mestic animals are protected by site restrictions which limit
grazing on sludge  amended land.

How could exposure to these pathogens
occur?
  If improperly treated sewage sludge was illegally applied
to land or placed on a surface disposal site, humans and
animals could  be  exposed to pathogens directly by com-
ing  into  contact with the sewage  sludge, or indirectly by
consuming drinking water or food contaminated by sew-
age  sludge pathogens. Insects, birds,  rodents,  and even
farm workers could contribute to these exposure routes by
transporting sewage sludge  and sewage  sludge pathogens
away from the site. Potential routes of exposure include:

Direct Contact
  . Touching  the sewage sludge.

  . Walking through an area - such as  a field, forest, or
    reclamation area - shortly after sewage sludge appli-
    cation.

  . Handling  soil  from fields where sewage sludge has
    been applied.

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Table 2-1. Principal Pathogens of Concern in Domestic Sewage and
         Sewage Sludge
Organism
Disease/Symptoms
Bacteria
Salmonella sp.

Shigellasp.
Yersiniasp.

Vibrio cholerae
Campylobacter jejuni
Escherichia co/i
(pathogenic strains)

Enteric Viruses
Hepatitis A virus
Norwalk and
Norwalk-like  viruses
Rotaviruses

Enteroviruses
   Polioviruses
   Coxsackieviruses

   Echoviruses

Reovirus
Astroviruses
Caliciviruses

Protozoa
Cryptosporidium
Entamoeba histolytica
Giardia lamblia

Balantidium co/i
Toxoplasma gondii

Helminth  Worms
Ascaris lumbricoides

Ascaris suum

Trichuris trichiura

Toxocara canis

Taenia saginafa

Taenia solium

Necator americanus
Hymenolepis 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
Giardiasis (including diarrhea, abdomi-
nal 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 (1985) and EPA (1989).
   • 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 prod-
    ucts that have been contaminated by contact with these
    crops or field  workers,  etc.

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

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

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

   • Contact with  sewage sludge  or pathogens transported
     away from the land application or surface disposal site
     by rodents,  insects,  or  other  vectors, including  graz-
     ing animals or pets.

  The purpose of the Part 503  regulation  is to place  barri-
 ers  in the pathway of exposure either by reducing the  num-
 ber of pathogens in the treated sewage sludge (biosolids)
 to below detectable limits,  in the case.of Class A treat-
 ment, or, in the  case of Class  B treatment, by preventing
 direct or indirect contact with  any pathogens possibly
 present in the biosolids.

  Each potential  pathway has  been studied to determine
 how the potential for public health risk can be alleviated.
 The  references listed at the end of this  chapter include
 some of  the technical  writings which  summarize the  re-
 search on which the Part 503 regulation is  based.

  For example, the potential for public  health  impacts  via
 inhalation  of airborne   pathogens  was  examined.  Patho-
 gens may become airborne  via the spray of liquid biosolids
 from a splash  plate or  high-pressure hose,  or in fine par-
 ticulate dissemination as  dewatered  biosolids are applied
 or  incorporated.  While  high-pressure  spray  applications
 may result  in some aerosolization of pathogens, this type
 of equipment is generally  used on large, remote sites  such
 as  forests, where  the impact on the public is minimal. Fine
 particulates created by the application of dewatered
 biosolids or the incorporation  of biosolids into soil may
 cause very localized fine particulate/dusty conditions, but
 particles in  dewatered biosolids are too  large to travel far,
 and the fine particulates do  not spread  beyond the imme-
 diate area.  The  activity of applying  and  incorporating
 biosolids may create  dusty conditions. However, the
 biosolids are moist materials and do not add to the dusty
 conditions, and by the time biosolids have  dried sufficiently
to create fine particulates, the  pathogens have been re-
 duced (Yeager and Ward, 1981)

  The study of each pathway and the potential for public
 health risk resulted in site restrictions that  are  protective of
 public health and the environment and that must be fol-
 lowed when Class B biosolids are land  applied. While the
 site  restrictions provided in the Part 503 rule are sufficient
to protect the public from  health impacts, workers exposed
to Class B  biosolids  might benefit from  several additional
precautions. For example, dust  masks should be worn  for
the spreading of dry materials,  and workers should wash

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their hands carefully after working with sewage sludge or
biosolids. Other recommended  practices for workers han-
dling  biosolids or sewage sludge include:

   • Wash hands before eating, drinking, smoking or using
    the restroom.

   • Use gloves when touching  biosolids or  sewage sludge
    or surfaces exposed to biosolids or sewage sludge.

   •  Remove  excess sewage sludge or  biosolids from
    shoes  prior to  entering  an enclosed vehicle.

   • Keep wounds covered  with clean,  dry  bandages.

   • If contact with biosolids  or sewage  sludge occurs, wash
    contact area  thoroughly with soap and  water.

  Table 2-2 shows the  various  pathways of exposure and
how the process requirements  and site restrictions of  the
Part 503 regulation protect public health for each path-
way.

2.3 General Information on  Pathogens
  The EPA has  attempted,  through this and  other docu-
ments,  to provide the public with a  broad  understanding of
the risk assessment  and scientific  basis  of the  Part 503
regulation.  The  regulation is based on the results of exten-
sive research  and experience with land  application of
treated  sewage  sludge (biosolids).  However,  as for all regu-
lations,  proper interpretation and implementation of  the
regulation are the  most important aspects of protecting
public health  and the environment.

  Biosolids preparers should have  a basic  knowledge of
microbiology so that they can:

   • Understand the goals of the Part 503  regulation  and
    what is expected to meet the requirements

   • Address  questions  regarding pathogens  and the  pro-
    tection  of public  health  and the environment

   • Design appropriate  testing/sampling programs  to meet
     the Part 503 requirements

   • Make informed decisions  about laboratory and ana-
    lytical   methodology selection

  This section outlines some of the generic issues of patho-
gen testing  and quantification. References related to these
issues are  listed at the end of this chapter as well as in
Chapter 12. Other chapters discuss sampling and  sample
preservation as well as  meeting the Part 503  requirements
in more  detail.

Survivability  of Pathogens
  Wastewater generally  contains significantly high concen-
trations of pathogens which  may enter the wastewater sys-
tem from industries, hospitals, and infected individuals. The
wastewater  treatment  process tends to  remove pathogens
from the treated wastewater, thereby concentrating the
Table 2-2. Pathways of Exposure and Applicable Site Restrictions
         (Class B Biosolids Only)
Pathways
 Part 503 Required Site Restriction
Handling soil from fields where
sewage sludge has been applied
Handling soil or food from home
gardens where sewage sludge
has been applied

Inhaling  dust**
Walking through fields where
sewage sludge has been
applied*

Consumption of crops from fields
on which sewage sludge has
been applied
Consumption of milk or animal
products from animals grazed on
fields where sewage sludge has
been applied

Ingestion of water contaminated
by runoff from fields where
sewage sludge has been applied
Ingestion of inadequately cooked
fish from water contaminated by
runoff from fields where sewage
sludge has been applied
Contact with vectors which have
been in contact with sewage
sludge
No public access* to application
sites until at least 1  year after
Class B biosolids application.

Class B biosolids may not be
applied on home gardens.
No public access to application
sites until at least 1 year after
Class B biosolids application.

No public access to fields until at
least 1 year after Class B biosolids
application.

Site restrictions which prevent the
harvesting of crops until environ-
mental attenuation has taken
place.

No animal grazing for 30 days after
Class B  biosolids have been
applied.
Class B biosolids may not be
applied within 10 meters of any
waters in order to prevent runoff.
from biosolids amended land from
affecting surface water.

Class B biosolids may not be
applied within 10 meters of any
waters in order to prevent runoff
from biosolids amended land from
affecting surface water.

All land applied biosolids must
meet one of the Vector Attraction
Reduction options (see Chapter 8).
 'Public access restrictions do not apply to farm workers. If there is low
 probability of public exposure to an application site, the public access
 restrictions apply for only 30 days. However, application sites which
 are likely to be accessed by the public, such as ballfields, are subject
 to 1 year public access restrictions.
''Agricultural land is private property and not considered to have a
 high potential for public access. Nonetheless, public access restrictions
 still are applied.
pathogens in the sewage sludge.  Like  any other living  or-
ganisms,  pathogens thrive only under certain  conditions.
Outside  of these set  conditions,  survivability  decreases.
Each pathogen  species has different tolerance  to  different
conditions; pathogen reduction requirements are  therefore
based on  the need to reduce all  pathogenic populations.
Some of the factors which influence the survival of patho-
gens include pH, temperature, competition from other mi-
croorganisms, sunlight,  contact with host organisms, proper
nutrients,  and moisture level.

  The various  Class A and  Class B pathogen reduction
processes  as well as the site restrictions for the land appli-
                                                            10

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 cation of Class B biosolids are based on research regard-
 ing the survivability of pathogens  under specific treatment
 conditions. Table  2-3 shows a comparison of the survival
 of bacteria, viruses, and parasites in different sewage
 sludge treatments. Table 2-4 shows the survival time of
 various pathogens on soil or plant surfaces after land ap-
 plication  of biosolids.

  Identification of Pathogens
   Some  of the pathogens of concern that appear in do-
 mestic sewage and sewage sludge are shown  in the  pho-
 tographs  on pages 12 and 13. These include ascarids (As-
 caris lumbricoides and Toxacara), whipworms (Trichuris
 sp.), tapeworms (Hymenolepis  sp.  and Taenia sp.), amoeba
 (Entamoeba coif),  and giardia (Giardia lamblia). As shown
 in  these  photographs,  several  color staining  procedures
 are needed to  identify the organisms and the different struc-
 tures within the organisms. The photograph of Giardia
 lamblia depicts specimens stained with Lugol's iodine so-
 lution, showing two nuclei, a median body, and axonemes
 in  each.  In addition, scientists use a blue filter when  pho-
 tographing the pathogenic organisms through a  micro-
 scope. This filter is necessary to show the natural color of
 the organisms.

  What Units are Used to Measure
 Pathogens?
   Density of microorganisms in Part 503 is defined as num-
 ber of microorganisms per unit mass of total  solids (dry

 Table 2-3.  Summary of the Effects of Sewage Sludge Treatment on
          Pathogens (Log Reductions Shown*)
 PSRP Treatment
                   Bacteria   Viruses
Parasites (protozoa and
helminths)
Anaerobic Digestion
Aerobic Digestion
Composting (PSRP)
Air Drying
Lime Stabilization
0.5-4.0
0.5-4.0
2.0-4.0
0.5-4.0
0.5-4.0
0.5-2.0
0.5-2.0
2.0-4.0
0.5-4.0
4.0
0.5
0.5
2.0-4.0
0.5-4.0
0.5
 *A 1-log reduction (10-fold) is equal to a 90% reduction. Class B
  processes are based on a 2-log reduction.
 Table 2-4. Survival Times of Pathogens in Soil and on Plant Surfaces3

Pathogen
Bacteria
Viruses
Protozoan cystsd
Helminth ova
Soil
Absolute
Maximum3
1 year
1 yearc
10 days
7 years
Plants
Common
Maximum
2 months
3 months
2 days
2 years
Absolute
Maximum13
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).
b Absolute maximum survival times are possible under unusual
 conditions such as consistently low temperatures or highly sheltered
 conditions (e.g., helminth ova below the soil in fallow fields) (Kowal,
 1985).
cSolisey and Shields, 1987.
d Little, if any, data are available on the survival  times of Giardia cysts
 and Cryptosporidium oocysts.
 Source: Kowal, 1985.
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.  Many
microorganisms in sewage sludge are associated with the
solid phase. When sewage sludge is diluted, thickened, or
filtered, the number of microorganisms 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 sol-
ids, which  requires that sewage sludge solids content al-
ways be determined  when measuring microorganism den-
sities.

  A second reason for reporting densities per unit mass of
total solids is that biosolids application  to the land is typi-
cally measured and controlled in units of mass of dry sol-
ids  per  unit area of  land. If pathogen densities are  mea-
sured as numbers per unit mass of total solids, the rate of
pathogen  application to the land is directly proportional to
the  mass  of dry biosolids applied.

Different Methods for Counting
Microorganisms
  The  methods  and  units used to count microorganisms
vary depending on the type  of microorganism. Viable hel-
minth ova are observed and counted as individuals  (num-
bers) under a microscope. Viruses are usually counted in
plaque-forming  units  (PFU).  Each PFU  represents an in-
fection zone where a single infectious 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 neces-
sarily a  count of separate individuals. MPN is  a statistical
estimate of numbers  in  a sample. The sample  is diluted at
least once into tubes  containing nutrient medium. The  tubes
are maintained under conditions favorable for bacterial
growth. The original bacterial density  in the sample is esti-
mated based on the number of tubes  that  show growth
and the level of dilution in those tubes.

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 dry weight sewage sludge. This  terminology  came
about because most of the tests started with 100  ml of
sewage sludge which typically contained 4 grams of sew-
age 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 coliforms, the in-
dicator organisms, however, are given  on  a "per  gram" basis
because these  organisms are much more numerous than
pathogens.

2.4  Protecting Public  Health  -  The  Part 503
  The Part 503  regulation protects public health by  limit-
ing  the potential for public exposure to pathogens. This is

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Ascaris lumbricoides (or var. suum) eggs, 66 um, from anaerobically
digested sludge. Two-cell stage. (Photos on this page courtesy of Fox et
al., 1981)
Toxocara sp. egg, 90 pm from raw sewage.
 Ascaris lumbricoides (or var. suum) eggs, 65 um, from anaerobically
 digested sludge.
Trichuris sp. egg, 60 um from anaerobically digested sludge.
                                                                   12

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Taenia sp. ovum. (Photo courtesy of Fox et al., 1981)
                                                                    Giardia lamblia cysts. (Photo courtesy of Frank Schaefer, U.S. EPA,
                                                                    National Risk Management Research Laboratory, Cincinnati, Ohio)
Hymenolepis (tapeworm) ova. (Photo courtesy of Fox et al., 1981)
                                                                    Preparing compost for pathogen analysis.  (Photo courtesy of U.S.
                                                                    Department of Agriculture, Beltsville, Maryland)
Entamoeba colicysts, 15 \nn from anaerobically digested sludge.
(Photo courtesy of Fox et al., 1981)
                                                                  13

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accomplished through treatment  of the  sewage sludge  or
through a  combination  of sewage sludge treatment  and
restrictions on the  land  application site that prevent expo-
sure to the pathogens in  the  biosolids and allow time for
the  environment to reduce the pathogens  to below detect-
able levels. The Part 503 vector attraction reduction re-
quirements also help  reduce the spread of pathogens by
birds, insects, and other disease  carriers  (i.e. vectors) by
requiring that all sewage sludge that  is to be land applied
undergo  vector  attraction  reduction.

   The  Part 503 regulation also establishes the analytical
protocol  for  pathogen  analysis.  More  information  on the
quantification of pathogens and  how pathogen reduction
is measured  is included in Chapter 10 and in the Appendi-
ces.

Reducing the Number  of Pathogens
   Pathogen  reduction can be achieved  by treating  sew-
age sludge prior to use or disposal  and  through environ-
mental attenuation. Many  sewage sludge treatment  pro-
cesses are available that  use  a  variety of approaches  to
reduce pathogens  and alter the sewage sludge so that it
becomes a less  effective medium  for microbial growth  and
vector  attraction (Table  2-5).  Processes vary significantly
in their effectiveness.  For example, some processes  (e.g.
lime  stabilization)  may effectively  reduce  bacteria and vi-
ruses but have little or no effect on helminth  eggs. The
                     effectiveness of a particular process can  also vary depend-
                     ing on  the conditions  under which  it is  operated. For ex-
                     ample,  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 biosolids with pathogens sufficiently
                     reduced to protect public health and the  environment. The
                     regulation  also allows the use of any other technologies
                     that  produce biosolids  with adequately reduced pathogens
                     as demonstrated through  microbiological monitoring. The
                     Part 503 establishes two classifications  of  biosolids  based
                     on the  level of pathogen reduction  the biosolids have  un-
                     dergone. Class A biosolids are  treated to  the point at which
                     pathogens are  no longer detectable. For  Class  B biosolids,
                     a  combination  of treatment  and  site restrictions are  de-
                     signed  to  protect public  health and the  environment.

                     Monitoring Indicator Species
                       Sewage sludge may contain  numerous  species of  patho-
                     genic organisms, and analyzing for each species is  not
                     practical. The  microbiological requirements of the Part 503
                     are therefore based on  the  use of an indicator organism
                     for the  possible presence of  pathological  bacteria and both
                     the representative  and the hardiest of known  species for
                     viruses  and helminths to  represent the larger set of patho-
                     genic organisms. The  indicator and representative organ-
Table 2-5. General Approaches to Controlling Pathogens and Vector Attraction in Sewage Sludge

Approach                                  Effectiveness
                                          Process Example'
Application of high temperatures (temperatures
may be generated by chemical, biological, or
physical  processes).
Application of radiation
Application of chemical disinfectants
Reduction of the sewage sludge's volatile
organic content (the microbial food source).
Removal of 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 (using biological processes to
generate heat). Heat drying and heat treat-
ment (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.
                                                                                   Lime stabilization
Aerobic digestion
Anaerobic digestion
Composting13

Air or heat drying
aSee Chapters 6 and 7 for a description of these processes. Many processes use more than one approach to reduce pathogens.
 bEffectiveness depends on  design and operating conditions.
                                                            14

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 isms are  ones that have been found to respond to treat-
 ment processes and environmental  conditions in  a man-
 ner similar to other organisms.  Monitoring the levels of
 these organisms, therefore,  provides information about the
 survival of the larger group.

   For example, for  helminth ova, tests are  employed to
 determine  their  presence and viability.  The only helminth
 ova viability that can  be determined is that of Ascaris sp.
 Ascaris is the hardiest  of known  helminths; thus, if condi-
 tions are such that it cannot survive, it  is not  possible for
 other helminth species  (Toxacara,  Trichuris,  and Hyme-
 nolepis) to survive.

   For viruses, a test  is  available that simultaneously moni-
 tors for several enterovirus species (a  subset of  enteric
 viruses - see Table 2-1), which are presumed to  be good
 representatives for other types of enteric viruses.

   Salmonella sp. are bacteria of  great concern as well as
 good representatives  of reduction of other bacterial patho-
 gens because they  are typically  present in higher densi-
 ties than are other bacterial  pathogens and are at least as
 hardy.

   Fecal coliforms are enteric bacteria that are used as in-
 dicators of the likelihood of the presence of bacterial patho-
 gens. Although fecal  coliforms themselves are usually not
 harmful to humans, their presence indicates the presence
 of fecal waste which  may contain pathogens. These  bac-
 teria are commonly used as  indicators of the potential pres-
 ence of pathogens in sewage sludges. They are abundant
 in human  feces and  therefore  are always present in un-
 treated sewage sludges. They are easily  and  inexpensively
 measured, and their  densities decline  in  about the same
 proportion  as  enteric bacterial  pathogens when  exposed
 to the adverse conditions of sludge processing  (EPA, 1992).

   In the case of Class B biosolids, the  microbiological limit
 for meeting Alternative  1 is  2 million MPN fecal coliforms
 per  gram  dry  weight. Because untreated sewage  sludge
 generally  contains up to 100 million MPN fecal coliforms
 per gram dry weight, this limit assumes  an approximate 2-
 log reduction in the  fecal coliform  population. Studies of
 anaerobic  or aerobic digestion of sludges  have  shown that
 the  corresponding reduction in  the pathogen population
 will be significant and sufficient so that  environmental at-
 tenuation  can  reduce pathogen levels  to below detection
 limit within the time period  of site restrictions (Farrell et
 al.1985; Martin et  al.  1990).

   For some processes, fecal coliforms  may be an overly
 conservative indicator.  Because  bacteria may proliferate
 outside of a host, reintroduction of fecal coliforms into
treated biosolids may result in their growth.  Concentra-
tions may exceed the Class A fecal coliform limit even
though pathogens are not present. In  these cases, because
fecal  coliforms themselves are not a concern, testing di-
 rectly for Salmonella sp. as an indicator of pathogen  sur-
vival is  permissible. Another issue with fecal  coliforms is
that the tests for these bacteria may overestimate the num-
ber of coliforms from human species.  This is of particular
concern when additives such as wood  chips or other bulk-
ing agents have been added to biosolids (Meckes, 1995).
In this case also,  it is advisable to test directly for Salmo-
nella  sp.

   It must however be noted that high counts of fecal
coliforms may also  indicate that  a process is  not being
operated  correctly. While a preparer may meet the regula-
tory requirements  by testing for and  meeting the regula-
tory limits for  Salmonella  sp., it is  recommended  that  the
pathogen reduction process  be reviewed to  determine at
what  point fecal coliforms  are potentially not being  reduced
or are being  reintroduced into treated  biosolids, and  en-
sure  that process  requirements are being  fulfilled.

Regrowth of Bacteria
  One of the  primary concerns for biosolids preparers is
regrowth of  pathogenic bacteria. Some  bacteria are unique
among sewage sludge pathogens  in their ability to multi-
ply outside of a host. The processes outlined in the  Part
503 regulation and in this document have been  demon-
strated to reduce pathogens, but even very small popula-
tions  of certain  bacteria can rapidly proliferate  under  the
right  conditions, for example, in sewage sludges in which
the competitive bacterial  populations  have been essen-
tially  eliminated through treatment (see Section 4.3).  Vi-
ruses, helminths, and protozoa  cannot regrow outside their
specific host organism(s). Once reduced by treatment, their
populations do not increase. The Part 503 regulation con-
tains  specific requirements designed to ensure  that re-
growth of bacteria has not occurred prior to use or dis-
posal.

Preventing  Exposure
  Exposure to pathogens in Class  B biosolids is  limited by
restricting situations in which the public may  inadvertently
come into contact  with biosolids and by limiting  access to
biosolids by vectors  which may carry pathogens from  the
sewage sludge.

S/te Restrictions
  In the case  of land application of Class B biosolids, site
restrictions are sometimes required in order to protect pub-
lic health  and  the  environment. The potential pathways of
exposure  to  Class  B biosolids or to pathogens which may
exist in Class B biosolids, are listed  in Table 2.2 along with
a description  of how site restrictions impose barriers to
exposure  pathways.  Site  restrictions,  discussed in detail
in Chapter 5, place limits on crop harvesting,  animal graz-
ing, and public access on land where  Class B biosolids
have  been applied.

  The goal of site  restrictions is to limit site activities such
as harvesting  and  grazing until pathogens have been  re-
duced by  environmental conditions  such as heat, sunlight,
desiccation,  and competition from  other microorganisms.
Table 2-3 summarizes the survival rates of four types of
pathogenic organisms on  soil and on  plants. As  shown,
                                                         15

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helminths have  the  longest  survival  time; consequently,
the duration of some of the site restrictions is based on
helminth survival potential.

 Vector Attraction Reduction
   Insects, birds,  rodents,  and  domestic animals may trans-
port sewage sludge  and pathogens from  sewage sludge
to humans.  Vectors are attracted to sewage sludge as a
food source, and the reduction of the attraction of vectors
to sewage sludge to prevent the  spread of pathogens is a
focus of the Part 503  regulation. Vector attraction  reduc-
tion can  be  accomplished in two ways:  by treating  the sew-
age sludge  to the point at which vectors will no longer be
attracted to the  sewage sludge  and by placing a barrier
between the sewage sludge and vectors. The  technologi-
cal and  management options  for vector attraction  reduc-
tion are  discussed in Chapter 8.

2.5 Frequently Asked Questions
   Because  land  application  of biosolids has increased dra-
matically in  the past several years, and because  of some
well publicized incidents  of pathogen contamination  (not
necessarily  related to  biosolids), there have  been many
questions about the level to which public health is  pro-
tected.  Although it is not possible for every issue to be
considered, the following section includes some of the
questions which are most frequently asked.  In addition,
references are included at the end of this chapter and in
Chapter 12.

Can biosolids carry the pathogen that
causes mad cow disease?
   It has been found that Bovine Spongiform Encephalopa-
thy (BSE), or Mad Cow disease, is caused  by a prion  pro-
tein, or  the resistant beta form of protein. The  pathway for
transmission is through  the ingestion of tissue from infected
animals. There has been no evidence that the  BSE  prion
protein is shed in feces  or urine. There have been no known
cases of BSE  in  the United  States, and the  Food and Drug
Administration (FDA)  has taken various measures to  pre-
vent spread of the disease to or within the  United States.
For example, the primary route for infection,  the use of
animal carcasses in animal feed,  is  banned in this country.
These measures have been  effective, and BSE  has not
become a public health concern in the U.S. with regard to
ingestion of beef or other exposure routes. Thus there
should be no risk of BSE exposure from biosolids. (Tan, et
al. 1999)

Is  there any risk of HIV infection  from
biosolids?
  The HIV  virus is contracted  through contact  with blood
or other body fluids of an  infected individual.  Feces  and
urine  do not carry the HIV virus, but  contaminated fluids
may be  discharged in minor amounts to the  sewerage  sys-
tem. The conditions in  the wastewater system  are not fa-
vorable  for the virus's  survival.  Separation  from the host
environment, dilution with water, chemicals from house-
hold and industrial sewer discharges, and the length of
time from discharge to treatment all impede the survival of
the virus (WEF/U.S. EPA Fact Sheet,  1997). HIV  is sel-
dom detected in wastewater,  and  the additional  treatment
that wastewater goes through, producing an effluent and
sewage  sludge which undergoes treatment to become
Class A  or B biosolids, makes it  virtually impossible that
biosolids would contain the HIV  virus.  (Lue-Hing, et al.
1999)

  Wastewater treatment workers  may come into contact
with contaminated  objects (bandages, condoms, etc.), but
common  sense hygiene practices already in place  at waste-
water treatment plants including the use  of protective cloth-
ing and gloves greatly reduce the potential  for exposure.
The U.S.  Department of Health and Human Services  stated
in 1990 that". . .these workers (wastewater treatment work-
ers) have no increased potential of becoming infected by
blood borne  infectious agents. Therefore, medical  waste
discarded to the sanitary sewer is  not likely to present any
additional public health effects to  the wastewater workers
or to the  general public." (Johnson, et al. 1994)

 What is a bioaerosol?
   Bioaerosols are  airborne water  droplets  containing mi-
croorganisms.  These may  include  pathogenic microorgan-
isms. Bioaerosols are a potential public health concern with
regard to Class B biosolids because if  pathogens are con-
tained in  the  biosolids, they may become airborne and in-
fect workers or the public through direct  inhalation or
through contact after settling  on  clothing or  tools.  It  has
been found that aerosolization of  protozoa and  helminths
is unlikely, but bacteria or bacterial components (endot-
oxin)  and viruses may become airborne and disperse from
an  application source depending  on  local  meteorological
and topographical conditions.  However, Class B biosolids
are rarely applied dry enough to become airborne;  apply-
ing wet biosolids, particularly when the biosolids  are incor-
porated or injected  into the land,  makes it highly unlikely
that bioaerosols will be dispersed  from  land  application.

  The public  access restrictions for land-applied Class B
biosolids are  based on the various pathways by which
pathogens may  impact public health. Site restrictions are
adequate for  the protection of public health,  but site work-
ers who  are  present during  the  application of Class B
biosolids  should  follow standard hygiene  precautions such
as washing their hands after contacting  biosolids and wear-
ing dust  masks if applying extremely  dry material. More
information on aerosolization  of pathogens from land ap-
plication can be found in the references following this chap-
ter.

What is Aspergillus fumigatus?
  Aspergillus fumigatus is a pathogenic fungus  which is
found in decaying organic matter such  as sewage sludge,
leaves, or wood. Because the  fungus is heat  resistant,  and
because  sewage sludge composting facilities  often  use
wood chips as a bulking agent, A.  fumigatus has been as-
sociated with  composting. Inhalation of A fumigatus spores
                                                       16

-------
may result in allergenic effects including irritation of the
mucous membranes and asthma. However, A. fumigatus
is  a secondary, or opportunistic pathogen, and  infection
from A. fumigatus ("Aspergillosis") is limited to debilitated
or immuno-compromised individuals.  Studies of the health
status of compost facility workers, the population most likely
to  be exposed to Aspergillus fumigatus, have not shown
any negative health impacts (Millner,  et al. 1994).

  A. fumigatus is a ubiquitous fungus and has been found
in  homes, gardens, and offices at considerable levels.
Numerous studies have been conducted to determine the
level of the fungus in the areas surrounding  active com-
post sites and compare this level to  background concen-
trations of Aspergillus fumigatus. In general,  it has been
found that concentrations of A. fumigatus drop to back-
ground levels within 500-1000 feet of site  activity. A.
fumigatus is not covered in the Part 503.

  There have been several incidents in which fruit has been
contaminated with pathogens.  Was  this due  to  the land
application of biosolids?

  No. Pathogens such as Salmonella sp. and pathogenic
strains of £. coli are typically associated with animal prod-
ucts (meat and  eggs), but outbreaks have been known to
occur as a result of vegetable  or fruit contamination from
the use of animal manures. Some  of the well-publicized
incidents include cases in which the consumption of fresh
apple juice and  cider resulted  in  widespread  illness  and
the death of a child (Center for Disease Control, 1996).
One case was found to be due to contamination from E.
coli found in bovine feces, and the other was due to
Cryptosporidium sp., also suspected to be from contact
with  animal  manure. Other  cases have involved  the con-
tamination of berries,  melons, and alfalfa sprouts.

  The Part 503  regulation applies only to the land  applica-
tion of biosolids.  Education of field workers, regulation of
working conditions, both domestically and abroad, and the
use of animal manure products are beyond the scope of
this document.

 What is the  Fate of Giardia and
Cryptosporidium During Sewage Sludge
Treatment?
  Giardia  lamblia and Cryptosporidium parvurn are proto-
zoan parasites that can infect the digestive  tract of hu-
mans and other warm blooded  animals. Semi-aquatic
mammals  can serve as hosts,  transmitting the disease to
humans  who consume contaminated water. Domestic
mammals  (particularly ruminants)  can serve  as  infective
hosts and contaminate a drinking water supply. It is  cur-
rently believed that at least 7% of the diarrheal cases in
the United States are caused by Cryptosporidium sp.

  West (1991) notes that human  protozoan parasites such
as Cryptosporidium sp.  and Giardia sp. possess several
traits which  facilitate waterborne transmission. They  can
(1)  be excreted  in feces in  large numbers during illness;
(2) persist through conventional sewage treatment; (3)
survive in an environmentally robust form or demonstrate
resilience to inactivation while in aquatic environments; (4)
be  resistant to  commonly  used disinfectants in the treat-
ment of drinking water; and (5) require low numbers to
elicit infection in susceptible  hosts consuming  or exposed
to contaminated water.

  Stadterman et al. (1995) reported on an anaerobic di-
gestion study which  spiked  Cryptosporidium sp.  oocysts
into the digester and then periodically removed samples
to determine the die-off.  They found that conventional
anaerobic digestion produces about a 2-log removal or  a
better log reduction on this protozoan than it does on bac-
teria and viruses,  but it does not reduce  densities to the
low values needed for Class A for this pathogen. The re-
ported survival  of some protozoa  after anaerobic diges-
tion at 35°C is a cause for  concern.

  Jenkins et al. (1998) reported that ammonia inactivates
these oocysts,  depending  on the concentration. High pH
processes that  increase the free  ammonia concentration
can inactivate these  oocysts (although pH by itself does
little).

  A conservative conclusion from the limited research per-
formed is that Class B processes can only be expected to
reduce protozoan pathogens by about a factor often. The
restrictions written  into the regulation (access control, grow-
ing only certain  crops, restrictions on root crops, etc.) are
necessary to prevent exposure to  these  pathogens. The
Class A  processes reduce protozoa to below detectable
limits.

References  and  Additional  Resources
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                                                       17

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                                                        18

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                                                      19

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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 reduc-
tion) requirements of the 40 CFR Part 503 regulation  ap-
ply to sewage sludge (both  bulk sewage sludge and sew-
age 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  treated  sewage  sludge (biosolids)  that is
     land  applied or placed  on a surface disposal site

   • Derives a material from treated sewage sludge (biosolids)

   • Applies biosolids to the land

   • Owns or operates a surface disposal  site

  Sewage sludge cannot be applied to land or placed on  a
surface disposal site unless  it has met, among other things,
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 organisms that can transport pathogens).

  These two  types of requirements are separated  in  Part
503 (they were combined  in an earlier regulation, Part
257), which allows flexibility in how they are achieved. Com-
pliance with  the two types  of requirements must be dem-
onstrated  separately. Therefore,  demonstration that a re-
quirement  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 the Subpart D re-
quirements, their applicability, and the  requirements  related
to frequency of monitoring  and recordkeeping. Where  rel-
evant,  the titles  of the sections in this chapter  include  the
number of the  Subpart D  requirement discussed in  the
section.  Chapters 4 through 8 provide detailed information
on the pathogen and vector  attraction  reduction  require-
ments.

  Some of the pathogen and vector attraction reduction
alternatives are suitable only for biosolids which have been
processed by particular methods,  such  as by aerobic  or
anaerobic  digestion  or composting.  Chapters 4 and  5 con-
tain examples  of how some facilities have met Part 503
requirements  using appropriate  pathogen and vector at-
traction reduction protocols, and Chapter 8 discusses each
vector attraction option in detail.

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 mi-
crobiological requirements  to  ensure reduction  of patho-
gens.

  The implicit goal  of the Class A requirements is to re-
duce the  pathogens  in sewage sludge  (including  enteric
viruses,  pathogenic bacteria, and viable helminth  ova)  to
below detectable levels, as defined in the 1992 regulation.

  The implicit goal  of the Class B requirements  is to re-
duce pathogens in  sewage sludge to levels that  are un-
likely to  pose a threat to public health and the  environment
under the specific  use conditions. For Class B biosolids
that are applied to  land, site use restrictions are imposed
to minimize the  potential for human or animal  exposure  to
Class B biosolids for  a period of time following land appli-
cation and until environmental factors (e.g. sunlight, des-
iccation) have  further reduced pathogens.  Both  Class  A
treatment of the sewage sludge which reduces pathogens
to below detectable levels and the  combination of Class  B
sewage  sludge treatment and use  restrictions  on the land
application site protect public health and the environment.

  "Exceptional  quality" (EQ) biosolids are  biosolids which
have met the  Part 503 pollutant concentration  limits (Table
3 of  Section 503.13)  as well as Class A pathogen  reduc-
tion requirements and one of the first eight vector attrac-
tion reduction options  listed in 503.33(b)(1) through (b)(8).
EQ biosolids may be  land applied without site restrictions.
                                                      20

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  Application  of Class  B biosolids must  be conducted  in
compliance with site restrictions. Because it is not pos-
sible for regulators to follow the land application of biosolids
applied  on lawns and  home gardens, Class B biosolids
cannot  be sold or given away in bags or other containers
or applied on lawns and home gardens.

  The testing requirements  outlined throughout this docu-
ment are minimum standards for compliance with the Part
503 rule. It should be pointed out that biosolids are prop-
erly distributed under  the most recent test results. How-
ever,  facilities which distribute biosolids between sampling
events  may wish  to enhance their sampling  programs to
better ensure  compliance with pathogen  reduction require-
ments and to enhance  public confidence  in biosolids qual-
ity. More frequent testing should also enable the biosolids
generators and preparers to  better detect any changes  in
operations that might affect compliance and slow more
rapid  correction in  any  adverse changes. It should be noted
that when additional determinations are made,  even  though
they are in excess of Part 503 regulatory  requirements, all
these analytical results and  records  must  be retained  in
the generator's, preparer's or  land applier's files or reported
to the regulatory authority depending on  the  classification
of the operation or the regulatory authority's wishes.

Domestic Septage [503.32(c)J
  As stated 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  treated sew-
age sludge (biosolids) applied  to these types of land (Class
A requirements).  Separate,  less-complicated  requirements
for  pathogen reduction  apply  to domestic septage applied
to agricultural  land, forests,   or reclamation sites.  These
requirements include site restrictions  to reduce the poten-
tial  for human exposure to domestic septage  and to allow
for  pH  adjustment or  environmental  attenuation with site
restrictions only on harvesting crops.  No  pathogen  require-
ments apply if domestic septage is placed on a surface
disposal site.

3.3 Vector Attraction Reduction (VAR)
     Requirements [503.33]
  Subpart D provides  12 options to demonstrate vector
attraction reduction. These  are referred to in this docu-
ment as  Options 1 through 12. Table 8-2 summarizes these
options,  and  Chapter  8 provides  more  detailed informa-
tion on  the options.

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 addi-
tion, drying). These options consist of either operating
conditions  or  tests to  demonstrate that  vector attraction
has been reduced in the treated  sewage sludge.  Option
12  is  a  requirement to demonstrate reduced vector  attrac-
tion in domestic septage through elevated pH.  This option
applies only  to domestic septage.

Reduction through  Barriers
  Options 9  through  11 are  "barrier" methods. These op-
tions  require  the  use of soil  as  a physical barrier (i.e.,  by
injection, incorporation, or as  cover) to prevent vectors from
coming in contact with the  land applied biosolids. They
include injection of biosolids  below the land surface,  incor-
poration of biosolids into the soil,  and placement of a cover
over  the biosolids. Options  9 through 11  apply to  both
biosolids and domestic septage. Option  11  may only  be
used  at surface disposal sites.

 Timing  of Pathogen  and Vector Attraction
Reduction
  In the case of Class A biosolids, pathogen reduction  must
take place before  or at the same time as  vector attraction
reduction  unless VAR Option 6, 7,  or 8 is used.  More  in-
formation  is  provided in Section 4.2.

3.4 Applicability of the Requirements
      [503.15 and 503.25]
  The applicability of the pathogen and  vector attraction
reduction  requirements  is covered in 503.15 and 503.25.
Tables 3-1 to 3-3 summarize the applicability  of the Sub-
part  D requirements to  sewage sludge and domestic
septage.
Table 3-1. Subpart D Requirements for the Land Application of Bulk
         Biosolids1
                 Applied to Agricultural
                 Land, a Forest, a Public
                 Contact Site2, or a
                 Reclamation Site3
Applied to a Lawn or
Home Garden
Pathogen
Requirements
Vector Attraction
Reduction
Requirements
Class A or Class B
with site restrictions
Options 1-105


Class A4

Options 1-85>6


1 Bulk biosolids are biosolids that are not sold or given away in a bag or
 other container for application to the land.
2 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.
3 Reclamation site  is drastically distrubed land (e.g., strip mine,
 construction site) that is reclaimed using biosolids.
4The regulation does not permit use of biosolids meeting Class B
 requirements 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.
 See Chapter 8 for a description of these options.
6The two vector attraction reduction requirements that cannot be met
 when bulk biosolids are applied to a lawn or a home garden are
 injection of the bulk biosolids below the land surface and incorporation
 of bulk biosolids  into the soil. Implementation of these requirements for
 bulk biosolids applied to a lawn or a home  garden would be difficult, if
 not impossible.
                                                         21

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Table 3-2 Subpart D Requirements for Biosolids Sold or Given Away
           in a Bag or Other Container for Application to the Land

                             Land Application

Pathogen Requirements          Class A1
Vector Attraction Reduction       Options 1-82
Requirements

1 Class B biosolids  cannot be sold or given away for use on  home
 gardens or lawns because it is not feasible to impose the Class B site
 restrictions for these uses.
20nly the treatment-related options for vector attraction reduction apply
 to biosolids that are sold or given away in  bags or other containers for
 application to the  land, because of the barrier options, which are
 implemented at the site of application,  would be impossible. See
 Chapter 8 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
                    Reclamation  Site2
                        Surface Disposal
 Pathogen Reduction   Class B site restrictions     No  pathogen
 Requirements
Vector Attraction
Reduction
Requirements
only or a pH adjustment
(pH> 12 for 30 minutes)
plus restrictions concerning
crop harvesting
Options 9, 10,124
requirements
 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 biosolids.
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.
^See Chapter 8 for a description of these options.
Table 3-4. Frequency of Monitoring for Land Application and Surface
           Disposal
Amount of Biosolids1  (metric tons
dry solids per 365-day period)
             Minimum  Frequency
Greater than zero but less than 2902
Equal to or greater than 290 but less
than1,5002
Equal to or greater than 1,500 but
Iessthan15,0002
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 Either the amount of bulk biosolids applied to the land, or the amount
 of sewage sludge received by a person who  prepares biosolids that are
 sold or given away in a bag or other container for application to the
 land (dry weight basis), or the amount of biosolids (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).
 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 moni-
 toring.  The minimum frequency of monitoring for these re-
 quirements 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 biosolids used or disposed an-
 nually (see Table 3-4). The larger the amount used or dis-
 posed, the more frequently monitoring  is required.

   In  addition to monitoring frequency, a sampling plan
 should  address the minimum  number of samples per sam-
 pling event that are necessary to adequately represent
 biosolids quality. Both of  these issues  are addressed in
 Chapter  9.

   As stated throughout  this document,  the monitoring re-
 quirements set forth  in the Part 503 and this document  are
 the minimum  requirements. Persons or facilities that gen-
 erate and distribute  biosolids are encouraged to go  be-
 yond the minimum required programs  as necessary.

 Domestic Septage [503.16(b) and 503.26(b)]
   One  of the requirements that can be used for demon-
 strating both pathogen reduction and vector attraction re-
 duction in domestic septage is to elevate pH to  12 for 30
 minutes (see  Sections 5.6 and 8.13).  When this  require-
 ment is to be met, each container of domestic septage
 (e.g., each tank  truckload)  applied to the land or placed on
 a  surface disposal site must be monitored for pH over 30
 minutes.

 3.6 Sampling Stockpiled or Remixed
      Biosolids
   In  many cases  there  are several steps  of preparation
 before  biosolids are  actually used  or distributed.  For  ex-
 ample,  some  products such as composted biosolids may
 be prepared and then mixed with other  materials to create
 a  soil blend. Other biosolids products  may be prepared
 and then  stored either on site  or at a field until the material
 can  be applied.  In some cases, resampling and/or re-es-
 tablishment of the biosolids quality may be necessary.
 Whether  or not biosolids  must undergo additional  sam-
 pling  or  processing  depends on  the classification  of  the
 biosolids  and on whether the biosolids remain in the con-
trol of the preparer or if they have been  distributed or sold.

 EQ  Biosolids
   If the biosolids are  classified as exceptional quality (EQ)
 (see  Section 3.2), they may be distributed  for land appli-
 cation without  site  restriction. EQ is an industry term rather
than a regulatory term. Land application of EQ biosolids is
 not regulated by the Part 503 once the biosolids leave  the
 control  of the biosolids preparer. Therefore, soil blenders
 or other (non-preparer) users who  take  EQ biosolids may
 store the  biosolids  or  mix the EQ biosolids with other (non-
 sewage sludge)  materials without resampling the  product.
                                                            22

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   Conversely, if EQ biosolids remain within the control of the
 preparer, they are still considered biosolids and are still  cov-
 ered by the Part 503. Like all Class A products, they must
 undergo  microbiological testing  at the last possible  point
 before  being distributed.  In addition, if the preparer mixes
 the  EQ biosolids or otherwise changes the  quality of the
 biosolids, the new biosolids product must again comply with
 pathogen reduction, vector attraction reduction, and micro-
 biological requirements.

 Non-EQ Class A Biosolids
   Class A biosolids are  not  necessarily classified as  EQ
 biosolids; if pollutant levels exceed the Table 3 limits or if
 one of  the first eight vector attraction options has not  been
 met,  the Class A biosolids are not considered EQ. All Class
 A biosolids must undergo  microbiological testing just before
 they are distributed, so testing for fecal  coliforms or Salmo-
 nella sp. must take place after storage. In addition, if the
 preparer mixes the Class A biosolids with other materials or
 otherwise changes the quality of the biosolids, the new
 biosolids product must comply with pathogen reduction, vec-
 tor attraction reduction, and  microbiological requirements.

   Non-EQ Class A biosolids must also be monitored after
 they are distributed. For example,  if a Class Acompost which
 does not meet one of the EQ pollutant limits is  sold  to a
 vendor who mixes the compost with  soil, the soil  blender
 becomes a biosolids preparer, and  must therefore comply
 with all  Part 503 regulations. The  new biosolids product must
 comply with pathogen reduction,  vector attraction  reduction,
 and microbiological  requirements.

 Class B Biosolids
   Class B biosolids can meet pathogen reduction require-
 ments at any point;  there is  no requirement that Class B
 biosolids be  tested just  before distribution. Therefore,
 biosolids which  have met  the Class  B pathogen  reduction
 requirements can  be stored on site without retesting. How-
 ever, if  the Class B biosolids are  mixed with other materials
 or the quality of the  biosolids are  otherwise altered, the  new
 biosolids product must meet pathogen reduction and vector
 attraction reduction  requirements.

   The same is true for Class B biosolids that are distributed
 and no  longer under the control of the preparer. Stored Class
 B biosolids do not have to be retested  for pathogen reduc-
 tion, unless the  quality of the  biosolids  is somehow altered
 through  mixing or further  processing.

 3.7 Recordkeeping  Requirements [503.17
      and 503.27]
   Recordkeeping requirements are covered in Part 503.17
for land application  and Part 503.27 for surface  disposal.
 Records are  required for both biosolids and  domestic
 septage that are used or disposed. All records must be
 retained for 5 years except when the  cumulative pollutant
 loading  rates  (CPLRs)in Subpart B (Land  Application) of
 the Part 503 are usedi. If  CPLRs are used, records of pol-

1 Cumulative pollutant loading rates are not related to pathogen control and there-
 fore are not covered in this document.
 lutant loading at each site must be kept indefinitely. All
 records must be retained and made available to the  regu-
 latory authority upon request (see Section 3.8).

 Land Application

   Records must be kept to ensure that the biosolids meet
 the applicable  pollutant limits, management practices2, one
 of the pathogen requirements, one of the vector attraction
 reduction requirements and, where applicable, the site re-
 strictions associated with  land application  of Class  B
 biosolids. When biosolids are applied to land, the person
 preparing the biosolids  for land application  and the person
 applying bulk biosolids must keep records3'4.  The person
 applying biosolids that  were sold or given away does not
 have to keep  records.Table 3-5 summarizes the record-
 keeping  requirements for land  application.

 Surface Disposal
  When biosolids are  placed  on a  surface disposal site,
 the person preparing the biosolids 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/op-
 erator of the surface disposal site may be subject to patho-
 gen record  keeping requirements,  depending on which
 vector attraction reduction  option is  met.  Table  3-6  sum-
 marizes  the  pathogen-related recordkeeping  requirements
 for surface disposal.
 Certification Statement
   In every case, recordkeeping involves  signing a certifi-
cation statement that the requirement has  been met. Parts
503.17 and 503.27 of the regulation contain the required
certification language.

3.8 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 sur-
face disposal. These requirements  apply to Class I  sludge
management facilities5  and to publicly owned treatment
2Pollutant limits and management practices are not related to the pathogen re-
 quirements and therefore are not covered in this document.
3Person as defined under Part 503.9 may be an individual, association, partner-
 ship, corporation, municipality,  state or federal agency, or an agent or employee of
 a state or federal agency.
4When biosolids are 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 biosolids, both persons must keep the records required of preparers
 (see Table 3-5 and Section 3.6).
5 A Class I sewage sludge management facility is any publicly owned treatment
 works (POTW) required 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 403.1 (e)] and any treatment works treating domestic
 sewage classified as a Class I sludge management facility by EPA or the state
 sludge management program because of the potential for its sewage sludge  use or
 disposal practices to adversely affect public health  and the environment.
                                                          23

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Table 3-5.    Summary of Pathogen and Vector Attraction  Reduction  Recordkeeping Requirements for Land Application of Biosolids1
Description of
How Class A
Pathogen
Requirement
Was Met
Description of
How Class B
Pathogen
Requirement
Was Met
Description of
How the Class B
Site 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
Requirement
Was Met
Certification
Statement
that the
Requirement
Was Met
    Biosolids - Pathogen
    Requirements

    Person preparing Class A
    bulk biosolids
    Person preparing Class  A
    biosolids for sale or give
    away in a bag or other
    container
    Person preparing Class B
    biosolids
    Person applying Class B
    biosolids

    Biosolids - Vector-Attraction
    Reduction Requirements

    Person preparing biosolids
    that meet one of the
    treatment-related vector
    attraction reduction
    requirements (Options 1-8)
    Person applying biosolids if a
    barrier-related option
   (Options 9-11) is used to
    meet the vector attraction
    reduction requirement

    Domestic Septage

    Person applying  domestic
    septage  to agricultural
    land, a forest, or a
    reclamation site
    1Other recordkeeping requirements, not covered  in this document; apply to pollutant limits and management practices.

    Table 3-6. Summary of Pathogen and Vector Attraction Reduction Recordkeeping Requirements for Surface  Disposal of Biosolids1

                                                                                  Required Records
                                          Description of How Class A
                                          or B  Pathogen Requirement
                                                   was Met
Description of How Vector
  Attraction  Requirement
        was Met
Certification  Statement that
   the Requirement was
           Met
    Biosolids -  Pathogen Requirements

    Person preparing the biosolids                      V

    Sewage  Sludge  - Vector Attraction  Reduction  Requirements

    Person preparing biosolids that meet
    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
                                                    continued
                                                                        24

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Table 3-6. (Continued)
                                                                    Required  Records
                                 Description of How Class A
                                 or B Pathogen Requirement
                                        was Met
      Description of How Vector
       Attraction Requirement
            was Met
Certification Statement that
  the  Requirement was
         Met
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
10therrecordkeeping requirements, not covered in this document, apply to pollutant limits and management practices.
works either with a design flow rate equal to or greater
than 1 million  gallons per day or that serve 10,000  or more
people, or if specifically required by the permitting author-
ity. Reports must be submitted  to the regulatory  authority
(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  requirements associ-
ated with  the  use or disposal of domestic septage,  but
records must be kept  and made available to  the regulatory
authority upon  request.

3.9 Permits and  Direct Enforceability
     [503.3]
Permits
   Under Part 503.3(a), the  requirements  in  Part 503 may
be implemented through (1) NPDES permits issued  to treat-
ment works treating domestic sewage by  EPA permits is-
sued by states with an EPA-approved  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 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 pro-
 gram,  to the EPA Regional Sludge Coordinator (see Ap-
 pendix A).

 Direct Enforceability
   Under Part 503.3(b), the  requirements of Part 503 auto-
 matically apply and are  directly enforceable even when no
 federal permit has been issued for the use or disposal of
 biosolids.
6 See 40 CFR Parts 122/123, and 501; 54 FR 18716/May 2,1989; and 58 FR 9404/
 February 19,1993, for regulations establishing permit requirements and proce-
 dures, as well as requirements for states wishing to implement approved sewage
 sludge management programs as either part of their NPDES programs or under
 separate authority.
                                                           25

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                                                   Chapter 4
                                   Class A Pathogen  Requirements
 4.1  Introduction
   This chapter principally discusses the Class A pathogen
 requirements in Subpart  D of the 40 CFR Part 503 regula-
 tion.  Biosolids  that are sold or given away in a bag  or other
 container for application  to land must meet these  require-
 ments (see Section 3.4). Bulk  biosolids applied to a  lawn
 or home garden also  must meet these requirements. Bulk
 biosolids applied  to other types of land must meet these
 requirements if site restrictions are not met (see  Chapter 5
 for guidance on  Class  B  biosolids).  Some discussion  is,
 however, presented of vector attraction reduction.

   There are six  alternative methods for demonstrating
 Class A pathogen reduction. Two of these  alternatives pro-
 vide continuity with 40 CFR Part 257 by allowing use of
 Processes to  Further Reduce Pathogens (PFRPs)  and
 equivalent  technologies  (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 im-
 plicit objective  of all these requirements is to reduce patho-
 gen  densities  to below detectable limits which are:
 Salmonella sp.


 Enteric viruses1


 Viable  helminth  ova
less than 3 MPN per 4 grams
total solids biosolids (dry weight
basis)
less than 1 PFU per 4 grams
total solids biosolids (dry weight
basis)
less than  1 viable helminth ova/
4 gram total solids biosolids (dry
weight basis)
   One of the vector attraction reduction requirements (see
 Chapter 8)  also must be  met when biosolids are applied to
 the land or placed on a surface disposal site. To meet the
 Part  503 regulatory requirements,  pathogen reduction must
 be met before vector attraction reduction or at the  same
 time  vector attraction reduction is achieved.

   For the  following sections, the  title  of each section pro-
 vides the number of the  Subpart  D requirement discussed
1 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 indica-
 tor of enteric viruses. Since the objective of the Part 503 regulation is to reduce all
 enteric viruses to less than 1 PFU per 4 grams total solids sewage sludge, this
 document refers to "enteric viruses" when discussing this requirement, although, in
 reality, the detection method enumerates only enteroviruses.
 in the section. The  exact regulatory language can be found
 in Appendix B, which  is a reproduction of Subpart D. Chap-
 ters 9 and 10 provide guidance on the sampling  and analy-
 sis needed to meet the Class A microbiological  monitoring
 requirements.

 4.2 Vector Attraction Reduction to Occur
      With  or After Class A Pathogen
      Reduction [503.32(a)(2)]
  Although  vector  attraction reduction  and pathogen re-
 duction are separate  requirements, they are often related
 steps of a process. Chapter 8 discusses the vector attrac-
 tion reduction options in greater  detail.

  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 attrac-
 tion reduction, except for vector attraction reduction by al-
 kali addition  [503.33(b)(6)]  or drying [503.33(b)(7) and (8)]
 (see  Chapter 8).

  This requirement is  necessary  to prevent the growth of
 bacterial pathogens after sewage sludge is treated. Con-
 tamination of biosolids with a bacterial  pathogen after one
 of the Class A pathogen reduction alternatives has been
 conducted may allow extensive  bacterial  growth unless:
 a)  an inhibitory chemical is present, b)  the biosolids are
 too dry to allow bacterial growth, c) little food remains for
 the microorganisms to consume, or d) an abundant popu-
 lation  of  non-pathogenic bacteria  is present.  Vegetative
 cells of non-pathogenic bacteria repress the growth of
 pathogenic bacteria by "competitive inhibition" which  is in
 substantial part due to  competition  for nutrients.  It should
 be  noted that vector attraction reduction  by alkali addition
 [503.3(b)(6)]  or drying [503.3(b)(7)]  and (8) is  based on
the characteristic of the biosolids (pH  or total solids) re-
 maining elevated. Should the pH drop or the biosolids ab-
 sorb  moisture,  the  biosolids may be more hospitable to
 microorganisms,  and   pathogenic  bacteria,  if introduced,
 may grow. Therefore it is recommended  that biosolids
treated  with these methods be stored appropriately.

  Biological  treatment  processes  like anaerobic digestion,
 aerobic digestion,  and composting produce changes in the
                                                          26

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 sewage sludge so that it satisfies one of the vector attrac-
 tion  reduction requirements [503.3(b)(1) through (5)].  They
 repress bacterial growth by minimizing the food supply and
 providing competition for the remaining food from non-
 pathogenic  organisms.  The  pathogen  reduction  alterna-
 tive  must precede the vector attraction  reduction process;
 otherwise,  the large  number  of non-pathogenic bacterial
 cells would be killed and growth of pathogenic bacteria
 could  occur. Certain  pathogen  reduction  processes such
 as composting accomplish vector attraction  reduction by  a
 biological process  simultaneously with  thermal reduction
 of pathogens. A  non-pathogenic bacterial community sur-
 vives which adequately suppresses  growth of pathogenic
 bacteria.

   In the case of Class B biosolids, a population of non-
 pathogenic bacteria is retained  and  inhibits the growth of
 pathogenic bacteria through  competition,  and site  restric-
 tions are imposed with their land application to reduce  the
 risk  of exposure to pathogens. Therefore, bacterial  growth
 is not a  concern for Class B  biosolids, and vector attrac-
 tion  reduction and pathogen reduction for compliance with
 the Part  503 Rule requirements may be met in any order.

 4.3 Monitoring of Fecal Coliform  or
     Salmonella sp. to Detect Growth of
     Bacterial  Pathogens  [503.32(a)(3)-(8)]
  The goal of Class A processes is to reduce the level of
 pathogens to  below detectable levels and below the level
 at which they are infectious. The Class  A processes have
 been  shown  to  sufficiently reduce  pathogen levels in
 biosolids, and  studies to date have not found that the  growth
 of pathogenic bacteria may occur in materials  after pro-
 cesses take place or  during storage. Favorable  conditions
 for the growth of pathogenic bacteria would be: adequate
 moisture, absence of an inhibitory chemical, and inad-
 equate reduction  of nutritive value of the sewage sludges.

  Because Class A biosolids may be used without  site re-
 strictions, all Class  A  material  must be tested to  show that
 the microbiological requirements are met at the time when
 it is ready to  be used or disposed. In addition to meeting
 process requirements, Class A  biosolids must meet  one of
 the  following  requirements:

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

  • Or the density of Sa/mone//a sp. bacteria  in the sew-
    age  be less than 3 MPN per 4 grams  of total solids
    (dry  weight basis).

  Although the Part 503  regulation does not specify  the
 number of samples that should be taken to show compli-
 ance with Class A density  requirements, sampling programs
should  provide  adequate representation  of the  biosolids
generated.  Chapter 9 provides guidance for calculating the
number of samples that should be taken per sampling
event. Unlike Class  B biosolids, compliance with Class A
requirements is not based on an average value. Each
sample  analyzed must comply with the numerical re-
quirements.

  The microbiological requirement must be met either:

  • At the time of use or disposal3,  or

  • At the  time the biosolids are prepared for sale or give
    away in a bag or other container for  land application,
    or

  • At the  time  the biosolids or material derived  from the
    biosolids  is prepared to meet the requirements in
    503.10(b), 503.  10(c), 503.10(e), or 503.10(f)4.

If a facility stores  material before it is  distributed for use
or disposal, microbiological testing should take  place  after
storage.

  In each  case, the timing represents the last practical
monitoring  point  before the biosolids are applied  to the land
or placed on a surface disposal site. Biosolids  that are 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. Biosolids that meet the 503.10(b, c,
d,  or  e)  requirements are considered "Exceptional Quality"
and are  therefore  not subject to further control (see Sec-
tion 1.4). For this reason, the  microbiological  requirements
must  be  met at the time the  biosolids are prepared to meet
the  503.10 requirements,  which  in  most cases is the last
time the biosolids are under the  control of a biosolids
preparer.

  As  discussed in  Chapter 9, the timing of pathogen sam-
pling  is also a function  of laboratory turnaround time. Ob-
taining results for fecal coliform and Salmonella sp. analy-
sis may take several days if tests are performed in-house,
but commercial labs may require more time to process and
report results. It is not unusual for  laboratories to have a
turnaround  time  of 2 weeks, even for simple tests such as
fecal  coliform. If this is the case, this time should be fac-
tored into the sampling program so that results can be
obtained before biosolids are distributed for use or dis-
posal.

Monitoring Fecal Coliforms or Salmonella
sp.
  Fecal coliforms are used in the Part  503 as an  indicator
organism, meaning that they  were selected  to be moni-
tored because reduction in fecal coliforms correlates to
reduction in Sa/mone//a  sp.  and other  organisms. The re-
2The membrane filter method is not allowed for Class A because, at the low fecal
coliform densities expected, the filter would have too high a loading of sewage
sludge solids to permit a reliable count of the number of fecal coliform colonies.
3Minus the time needed to test the biosolids and obtain the test results prior to use
or disposal (see Chapter 10).
4The 503.10(b)(c)(e) and (f) requirements are not discussed in this document.
                                                        27

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quirements were  based on  experimental work by Yanko
(1987) and  correlations developed from Yanko's data by
Farrell (1993) which show that this level of fecal coliforms
correlate with a very low level of Salmonella sp. detection
in composted sewage sludge (EPA, 1992).

  Anecdotal reports suggest that some  composting  facili-
ties may have difficulty meeting this requirement even when
Salmonella sp. are not  detected.  This might be expected
under several circumstances.  For example,  very severe
thermal treatment  of sewage  sludge during composting can
totally eliminate Salmonella sp. yet leave residual  fecal
coliforms. If the sewage sludge has been poorly composted
and thus is a good food source, fecal coliforms may grow
after  the compost cools down from thermophilic tempera-
tures.  Because the Salmonella  sp. are absent, they can-
not grow. An even more probable circumstance  could oc-
cur if the sewage sludge  is treated with  lime before
composting.  Lime  effectively destroys  Salmonella sp.  in
sewage sludge and leaves surviving fecal coliforms (Farrell
et al., 1974).  Under conditions favorable for  growth, the
fecal  coliforms  can regrow to  levels higher than 1,000  MPN
per gram. Research has shown that detection of Salmo-
nella  sp. is  much rarer  in  composted sewage sludge that
has been lime treated and  composted  than  detection of
fecal  coliforms. Fecal coliform densities maybe high  there-
fore compared to pathogen densities in such cases and
maybe overly conservative. For  this reason, all of the Part
503 Class A alternatives allow the direct measurement of
Salmonella sp. or fecal coliform  analysis, but do not re-
quire  both.

4.4  Alternative  1: Thermally Treated
     Sewage Sludge [503.32(a)(3)]
  This alternative  may be used when the pathogen reduc-
tion process uses specific time-temperature regimes to
reduce pathogens. Under  these circumstances,  time-con-
suming and expensive tests for the presence of specific
pathogens can be avoided. It is  only necessary to demon-
strate that:

  • Either fecal coliform densities are  below 1,000 MPN
    per gram of total  solids  (dry weight  basis), or Salmo-
    nella 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 given  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 require-
    ments in 503.10(b), 503.10(0),  503.10(e), or 503.10(1).

  • And the required time-temperature regimes are met.

Time-Temperature  Requirement
  Four different time-temperature regimes are given in
Alternative 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 time-temperature  regimes
reduce the pathogenic organisms to below detectable lev-
els.

  The four time-temperature regimes are summarized in
Table 4-1. They  involve two different time-temperature
equations. The equation  used in Regimes A through C re-
sults  in requirements that are more stringent than the re-
quirement obtained  using the equation in Regime D. For
any given time, the  temperature calculated for the Regime
D equation will be 3 Celsius degrees (5.4 Fahrenheit de-
grees) lower  than the temperature  calculated for the  Re-
gimes A through C  equation.

  The time-temperature  relationships described  for Alter-
native 1  are  based on  extensive research  conducted to
correlate the  reduction  of various  pathogens in sewage
sludge to varying degrees of thermal  treatment. The re-
sulting time-temperature  relationship which is the basis for
Alternative  1  is shown in Figure 4-1. These requirements
are similar to the  FDA requirements for treatment of egg-
nog, a food product with flow characteristics similar to those
of liquid  sewage sludge. The  Regimes A through D differ
depending on the  characteristics of  sewage  sludge treated
and the type  of process  used because of the varying  effi-
ciency of heat transfer under different  conditions.

  It is important to note that it is mandatory for all sew-
age sludge particles to meet the time-temperature re-
gime. Therefore,  testing of temperatures throughout the
sewage sludge mass and agitating  the material to ensure
uniformity would be appropriate. For processes such as
thermophilic digestion, it  is important that the digester de-
sign not allow for short circuiting  of untreated sewage
sludge.  One  approach that has been  used to  overcome
this problem has been to draw off treated sewage sludge
and charge feed intermittently with a sufficient time period
between draw-down and feeding  to meet  the  time-tem-
perature  requirement of Alternative 1. Another option would
be to carry out the process in two or more vessels in se-
ries so as to  prevent bypassing.

  These  time-temperature regimes are  not intended to be
used  for composting (the time-temperature regime for
composting is covered in Alternative 5: Processes to Fur-
ther  Reduce  Pathogens).

  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 structure that inhibits the mixing that contrib-
utes to uniform distribution of temperature. The more strin-
gent equation is also used in Regime C (even though  this
regime applies to  sewage sludges with less  than 7% sol-
ids) because  insufficient information is available to apply
the  less stringent equation for times less than 30 minutes.

  The time-temperature  requirements apply  to every par-
ticle of sewage sludge processed. Time  at the desired tem-
perature  is readily determined for  batch  or  plug flow op-
erations,  or even  laminar flow in pipes.  Time of contact
also can be calculated for a  number of completely mixed
                                                       28

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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 Section                         Applies to
                                              Required Time-
                                               Temperature1
                                       503.32(a)(3)(ii)(A)
Sewage sludge with at least
7% solids (except those covered
by Regime B)
D=131,700,000/1001400t
t>50°C (122°F)2
D>0.0139 (i.e., 20 minutes)3
                                       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
D = 131,700,000/10°1400t
t>50°C(122°F)2
D>1.74X10-4  (i.e., 15
seconds)5
                                       503.32(a)(3)(ii)(C)
Sewage sludge with less than
7% solids treated  in processes with
less than 30 minutes contact time
D= 131,700,000/1001400t
1.74X 10-4 (i.e.,15
seconds)  50°C (122°F)2
D>0.021(i.e. 30 minutes)7
 1D = time in days; t = temperature (°CV
 2The 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.
 "Two  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.
 5Time-at-temperature of as little as 15 seconds is allowed because, for this type of sewage sludge, heat transfer between particles and the healing
  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 thiswage
  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.
                 100
                  90
                  80
O

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   reactors in series (Schafer, et al, 1994).  However,  there
   are concerns that flow-through systems may permit some
   sludge  to pass through  without adequate treatment.  It  is
   recommended that facilities wishing to  use this alternative
   for a flow-through system  conduct tracer studies to  dem-
   onstrate that sewage sludge is treated at the required tem-
   perature for sufficient time.

   Vector Attraction Reduction

    Thermally treated sewage sludge must be treated by an
   additional vector attraction  reduction process since ther-
   mal  treatment does not  necessarily break down the vola-
   tile solids in sewage  sludge. Vector attraction  reduction
   can be  met by further processing the sewage sludge with
   pH adjustment or heat  drying (Options 6 and  7), or by
   meeting one of the  other options (Options 8-11). Options
   1  through 5 would not be applicable to thermally treated
   sludge  unless the sludge was subject to biological diges-
   tion after or  during thermal treatment.

           Example of Meeting  Class A  Pathogen
              and Vector  Attraction Reduction
                      Requirements
Type of Facility
  Testing
  Vector Attraction
  Reduction
  Use or Disposal
Thermophilic Anaerobic Digester
Class A
Digested sewage sludge is retained
for at least 5 days at 50°C (Regime
D). Sewage sludge is agitated regu-
larly to ensure thorough mixing,  and
temperatures are  monitored con-
tinually in a batch  mode of opera-
tion.
Sewage sludge is sampled 6 times
each year for pollutants and fecal
conforms. Compliance  with vector
attraction reduction is also moni-
tored.
VAR is met by reducing volatile  sol-
ids  by over 38  percent. Five
samples of input and output sew-
age sludge from each batch are
analyzed for  volatile solids content
over a  period of two weeks.
The  Class A  biosolids are land  ap-
plied.
  Microbiological Requirement
    Microbiological monitoring for either fecal coliforms or
  Salmonella sp. is required to ensure that growth of bacte-
  rial pathogens has not occurred.

  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 high tempera-
  ture-high pH  process that has proven effective in reducing
                                    pathogens to below detectable levels. The process condi-
                                    tions required  by the Part 503 regulation are:

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

                                      • Maintaining the temperature above 52°C  (126°F)
                                       throughout the sewage sludge 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, high temperature, and
                                    reduced moisture for prolonged time periods allow a vari-
                                    ance to a less stringent time-temperature regime than for
                                    the thermal  requirements  under Alternative  1.  The pH  of
                                    the sewage sludge is measured at 25°C  (77°F) or an ap-
                                    propriate correction is applied  (see Section  10.7).
                                          Example of Meeting Class A Pathogen and
                                                  Vector Attraction Reduction
Type of Process    Alkaline Treatment
Class
Pathogen Reduction Alkaline material is used to bring
                    sewage sludge pH to 12 for 72
                    hours during which time tempera-
                    tures are above 52°C for 72 hours.
                    Sewage sludge is agitated during
                    the heat pulse phase to maintain
                    even distribution, and tempera-
                    ture and pH are measured at
                    multiple points within the sewage
                    sludge, the sewage sludge is
                    then moved to piles and main-
                    tained until moisture is reduced to
                     50 percent.
                    Piles are tested quarterly for pol-
                    utants and Salmonella sp.
                    Samples are taken from stock-
                    piled material, and material is not
                    distributed for use or disposal until
                    test results are received
                    VAR Option 6,pH adjustment; pH
                     is to remain elevated until
                     use/disposal.
                     During winter months (Nov-
                     March), biosolids remain on site.
                     In the spring, biosolids are re-
                     tested for pathogens before be-
                     ing distributed.	
                                                           Testing
Vector Attraction
Reduction

 Use or Disposal
                                   Operational  Issues
                                     Because the elevated pH and temperature regimes must
                                   be met by the entire sewage sludge mass, operational pro-
                                   tocols which  include  monitoring pH  and temperature at
                                   various points in a batch and agitating the sewage sludge
                                   during operations  to  ensure consistent temperature and
                                   pH are appropriate.
                                                       30

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 Vector Attraction Reduction
   The pH requirement of vector attraction reduction Op-
 tion  6 is met when Alternative 2 is  met. Compliance with
 Alternative 2 exceeds the pH requirements of Option 6.

 Microbiological Requirements
   As with all the  Class A alternatives, microbiological moni-
 toring  for  fecal  coliforms  or Salmonella sp.  is required (see
 Section 4.3) to ensure that pathogens have been reduced
 and growth of  pathogenic bacteria has not occurred.

 4.6 Alternative 3: Sewage Sludge Treated in
     Other Processes [503.32(a)(5)]
   This alternative  applies to sewage  sludge treated by pro-
 cesses that do not meet the process conditions required
 by Alternatives 1  and 2. This requirement relies on com-
 prehensive monitoring of bacteria,  enteric  viruses and vi-
 able  helminth ova to demonstrate adequate reduction  of
 pathogens:

   • Either the  density of fecal coliforms  in the sewage
    sludge must be less  than 1000 MPN per gram of total
    solids (dry  weight basis), or the  Salmonella sp. bacte-
    ria in  sewage sludge must be less than 3 MPN  per 4
    grams of total  solids  (dry weight basis) at the time the
    sewage is  used or disposed, at the time the sewage
    sludge is prepared for sale or given 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(0), 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).

   • 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 en-
teric  viruses and viable  helminth ova. If these  organisms
 are not detected in the feed sewage sludge, the sewage
 sludge is presumed to be acceptable as a Class A mate-
 rial until the next monitoring episode. Monitoring is contin-
 ued  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
total solids (dry weight  basis). At this point, the treated
sewage sludge  is  analyzed to see if these  organisms sur-
vived treatment. If enteric viruses densities are below de-
 tection  limits,  the sewage sludge meets Class A require-
 ments 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 enteric virus den-
 sities. If the viable helminth ova densities are below detec-
 tion  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 densi-
 ties. Thus, it is essential to monitor and document operat-
 ing  conditions  until adequate  enteric virus and  helminth
 ova reduction has been successfully demonstrated.
 Samples of untreated and treated sewage sludge  must
 correspond  (see Section 7.4).

 Enteric Virus and Viable Helminth Ova
 Testing
  Tests for  enteric  viruses and viable helminth  ova take
 substantial 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 works with rapid processes
 but long-term  process  systems need to have temporally
 related  samples. In such cases, it  may be feasible to ob-
 tain results within the processing time constraints.  For en-
 teric 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 4°C  (39°F)  (see  Section 9.6).

  Finding a laboratory that performs viable helminth ova
 and virus testing has been difficult for some  sewage sludge
 preparers. Chapter 9 has more  information on how to se-
 lect a laboratory.  State and Regional EPA sludge coordi-
 nators should  also be contacted for information  on quali-
 fied labs in the region.

  Since this option  relies  on testing, rather than process
 and testing, to protect  public health additional testings
 should be completed. At a minimum, a detailed  sampling
 plan should be submitted to  the permitting authority for
 review.

 Vector Attraction Reduction
  For both Alternatives 3 and 4, meeting vector attraction
 reduction depends on the process  by which pathogen re-
 duction is met.  For example, sewage sludge subject to  long-
term storage may meet vector attraction reduction through
volatile solids reduction (Options  1  -  3).  Sewage sludges
 may also undergo additional processing or  be  applied fol-
 lowing the requirements  in Options  8-11.

 Microbiological Requirements
  As with all the Class A alternatives, microbiological moni-
toring for fecal coliforms  or Salmonella sp. is required  (see
Section  4.3)  to  ensure that pathogens have been  reduced
and growth of pathogenic bacteria has not occurred.
                                                       31

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     4.7 Alternative  4:  Sewage Sludge Treated  in
          Unknown Processes [503.32(a)(6)]
       The sewage sludge must meet the following limits at  the
     time  the biosolids (or  material derived from sludge) are
     used or disposed, at the time the sewage sludge is pre-
     pared for sale or given  away in a bag or other container for
     land  application, or  at the time the sewage sludge or ma-
     terial  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):

       • 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).

       In addition, as for  all Class A biosolids, the sewage sludge
     must meet fecal coliform or Salmonella sp. limits. As with
     Alternative  3, Alternative 4  depends on a  successful sam-
     pling  program that provides accurate representation of  the
     sewage sludge's  microbial  quality (see Chapter  9).
        Example Of Meeting Class A Pathogen Vector
                 Attraction  Reduction
Type of Facility
Class
Pathogen  Reduction
 Testing
 Vector Attraction
 Reduction
 Distribution
Unknown Process
A
Sewage sludge  is digested and
retained in a lagoon up to 2
years. Sewage sludge is then
 moved to a stockpiling area where
 it may stay for up to 2 years.
 Before sewage sludge is distrib-
 uted, each pile, representing ap-
 proximately 1 year of sewage
 sludge production, is  tested  for
 Salmonella sp., viable helminth
 ova,  and enteric viruses. Since
 quarterly testing is mandated,
 based on the amount of sewage
 sludge which is used or disposed,
 four samples per pile are submitted

VAR  is demonstrated by showing
 a 38  percent reduction in volatile
 solids. Records of incoming ma-
 terial and  volume, bulk density,
 and percent volatile solids of out-
 going material are used to  calcu-
 late  the reduction.
 Biosolids are  distributed  for land
 application and  agricultural land.
       Examples of situations where Alternative 4 may be used:

       . Sewage sludge treatment  process is unknown.

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

 Enteric Virus and Viable Helminth Ova
 Testing
  Tests for  enteric viruses and viable  helminth ova take
 substantial 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 option works with rapid pro-
 cesses but long-term process systems need to have tem-
 porally related samples.  In such cases, it may be feasible
 to obtain  results  within  the  processing time  constraints.
 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 4°C (39°F) (see Section 9.6).

  Finding a laboratory that performs viable helminth  ova
 and virus testing has been  difficult for some sewage sludge
 preparers. Chapter 9  has more information on how to se-
 lect a laboratory.  State and Regional EPA sludge coordi-
 nators should also be contacted for information on quali-
 fied labs in the region.

  Since this  option relies on testing, rather than  process
 and testing,  to protect public health  additional  testings
 should be completed.  At a minimum, a detailed sampling
 plan should be submitted to the permitting authority for
 review.

 Vector Attraction Reduction
  For both Alternatives 3 and 4, meeting vector attraction
 reduction depends on the  process by which pathogen re-
 duction is met. For example, sewage sludge subject to long-
term  storage  may meet vector attraction reduction through
volatile solids reduction (Options  1-3). Sewage sludges
 may  also undergo additional processing or be  applied fol-
 lowing the requirement in Options  8-11.

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 considered  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 coliforms in the sewage
   sludge is less than 1,000 MPN  per gram  total solids
    (dry weight basis), 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 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
                                                           32

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    time the sewage sludge or material  derived  from  the
    sewage sludge  is prepared to meet  the  requirements
    in 503.10(b), 503.10(0), 503.10(e), or503.10(f).

  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 CFR 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  oper-
ated; however, microbiological monitoring must now be
performed to  ensure that the pathogen density levels  are
below detection limits and  to ensure that  growth of Salmo-
nella  sp.  bacteria does  not occur between treatment and
use or disposal.

  For all  PFRP processes, the  goal  of temperature  moni-
toring should  be  to  represent all areas of a  batch or pile
and to ensure that temperature profiles from multiple  points
in the process all meet mandated temperatures. In  some
instances it may be possible to monitor representative ar-
eas of a batch or pile or a reasonable worst  case area to
ensure compliance. Chapter 7 contains  more  guidelines
about the operation  of PFRP processes.

4.9 Alternative 6: Use of a Process
      Equivalent to  PFRP  [503.32(a)(8)]
  The 40 CFR Part 257 regulation allowed any treatment
process 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 coliforms in the sewage
                                sludge is  less than 1,000  MPN per gram total solids
                                (dry weight basis), 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 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).

                              Facilities that meet Alternative 6  for pathogen  reduction
                            must still  meet vector attraction reduction requirements.

                            Processes  Already  Recommended  as
                            Equivalent
                              Processes recommended to be  equivalent to PFRP are
                            shown  in Table 11.2. Products of all equivalent processes
                            must still meet the Class A fecal coliform or Salmonella sp.
                            requirements.

                            Who  Determines Equivalency?
                              Part  503  gives the permitting authority responsibility  for
                            determining equivalency  under Alternative  6.  The  EPA's
                            Pathogen  Equivalency Committee  (PEC) is available as a
                            resource to provide guidance and recommendations  on
                            equivalency determinations to both the permitting author-
                            ity and the regulated community (see  Chapter 11).

                            4.10 Frequency of  Testing
                              The  Part 503 regulation  sets forth  minimum  sampling
                            and monitoring requirements.  Table 3-4  in Chapter  3 de-
Table 4-2. Processes to Further Reduce Pathogens (PFRPs) Listed in Appendix B of 40 CFR Part 5031
Composting
Heat Drying



Heat Treatment
Thermophilic  Aerobic Digestion


Beta Ray Irradiation

Gamma Ray  Irradiation

Pasteurization
Using either the within-vessel composting method or the static aerated pile composting method, the
temperature of sewage sludge is maintained at55°C (13TF) or higher for 3 consecutive days.
Using the windrow composting method, the temperature of the sewage sludge is maintained at 55°C
(131°F) or higher for 15 consecutive 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.
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 bulb temperature of the gas in contact with the sewage  sludge as the sewage sludge
leaves the dryer exceeds 80°C (176°F).
Liquid sewage sludge is heated to a temperature of 180°C (356°F)  or higher for 30 minutes.
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).
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]).
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]).
The temperature of the sewage sludge is maintained at 70°C (158°F) or higher for 30 minutes or longer.
1Chapter 7 provides a detailed description of these technologies.
                                                         33

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scribes the minimum frequency at which the
sewage sludge must be sampled and analyzed for patho-
gens or vector attraction reduction in  order to meet regula-
tory requirements. In addition to meeting these minimal
requirements,  the  EPA recommends that sewage sludge
generators and preparers  also consider the  potential pub-
lic health impact  pathways and possible liability issues
when designing a sampling  program. In some cases, it
may be appropriate to sample more frequently than the
required  minimum.

  Classification of biosolids as Class A or Class B  is based
on the most recent test results available.  For example, if a
facility  produces  a Class A compost, and sampling is per-
formed once each quarter, the compost produced  after
each test result verifying  Class A is returned is  also as-
sumed to be Class A, assuming that the same  process
continues to be followed. If a test result indicates that com-
post is not  achieving Class A, all compost subsequently
generated would  be  classified as Class B (assuming it
meets  Class B requirements). The Class B classification
would  remain until a test result confirming Class A quality
is returned.

  This raises several  issues. Land application of Class B
biosolids without site  restrictions is a violation of the 503
regulation.  In  addition, if  material is mistakenly  classified
as EQ biosolids  and land  applied without restriction to the
public, the biosolids  preparer may be  inadvertently  creat-
ing a public health risk as well as opening  the facility to
liability. The key issues to consider are:

  At what point between the two sampling events does
the material change from Class A to C/ass B? This de-
pends  on the  particular situation. The  Class B test result
may be an exception - the result of cross  contamination
or faulty sampling  or monitoring for one pile. On  the other
hand, the test result could be indicative of an operation
which  is not adequately  reducing pathogens. The piles
which were actually sampled  may have been used or dis-
tributed under the  classification  of the previous lab results
while lab results  were pending (it generally takes  2 weeks
to get lab results back). Because distribution of this  mate-
rial as  Class A would  constitute a violation of the Part 503
regulation, it is recommended that material generated dur-
ing and subsequent to a  sampling event remain on site
until lab  results are available.

   What can you do if you suspect Class B biosolids
have been distributed as Class A  biosolids? The first
question  to answer is: has this  material  created  a public
health risk. The material  should be resampled  to deter-
mine if it is indeed Class B and not Class A.  The Part 503
requires that Class A biosolids meet either the fecal coliform
or the  Salmonella sp. requirements (except for Alterna-
tives 3 and 4). If the material is out of compliance  for fecal
coliforms,  it  should immediately  be  tested for Salmonella
sp. (and vice  versa). In addition, the  validity of the test
results should be  checked by contacting the lab and  re-
viewing the data.

  Material distribution  should then be tracked to determine
where  material has been  used. Businesses  and  individu-
als to whom  material has been distributed should be noti-
fied and informed of the  potential quality issue. If material
is  stockpiled at distribution points such as at a  soil blender
or landscaper, the material should be retested for patho-
gen levels, and  distribution be  curtailed until  the process
is  reviewed and acceptable results are  achieved. The fa-
cility may even  consider  recalling the  biosolids from the
users.

  If material has already  been distributed to public access
areas,  including homes,  gardens, parks,  or  other public
areas, the biosolids  preparer may consider testing the soil.
If the testing  indicates problems, corrective actions  may
be  necessary.

  How can a situation like this be avoided? There are
several sampling practices that a facility should follow in
order to avoid a situation like this.

  First, sampling should  take  place  close  enough to the
time of distribution so that results accurately reflect mate-
rial quality.

  If possible,  material sampled and subsequently produced
material should not be distributed until the results are avail-
able; there is usually a 2-week waiting  period for lab re-
sults for fecal coliform or  Salmonella sp. analysis.

  More frequent sampling can help pinpoint when opera-
tional  conditions change.  This  may allow more rapid cor-
rection of operations.

  Stockpile biosolids in discrete batches and take multiple
samples per sampling event. This will allow better identifi-
cation of which piles may be  out of compliance and will
allow  for the  distribution of material that is identified as
Class  A.

References  and Additional Resources

Barker, T.A.  1970. Pasteurization and sterilization of slud-
    ges. Proc. Biochem, August, p 44-45.

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

Farrell,  J.B. 1993.  Fecal pathogen control  during  composting.
    p  282-300 in "Science &  Engineering  of Composting:
    Design, Environmental, Microbiological,  and Utilization
    Aspects." edit. H.A.J.  Hoitink and H.M.  Keenerg.

Feachem, R-G.,  D.J. Bradley, H. Garelick, and D.D. Mara.
    1983. "Sanitation and Disease: Health Aspects of Ex-
    creta  and Wastewater Management."  Pub. for World
    Bank by J. Wiley and  Sons, NY.

Foess,  Gerald W. and Ronald B. Sieger. 1993. Pathogen/
    vector attraction reduction requirements of the sludge
    rules.  Water/Engineering & Management, June, p  25.

IRGRD  (International Research Group on Refuse Disposal)
   1968.  Information Bulletin No. 21-31. August 1964 -
    December 1967. p 3230 - 3340. Reprinted by US Dept.
    HEW,  Bureau of Solid Waste Management  (1969).
                                                        34

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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. Reduc-
    tion of enteric microorganisms during aerobic sludge
    digestion. Wat. Res. 24(11):1377-1385.

Schafer, P.L., J.B. Farrell, W.R. Uhte, and B. Rabinowitz.
    1994.  Pre-pasteurization,  European and  North Ameri-
    can assessment and experience, p 10-39 to 10-50 in
    "The Management of Water and Wastewater  Solids
    for the 21st Century: A Global  Perspective." Confer-
    ence Proceedings, June 19-22,  1992. Water Environ-
    ment  Federation.
U.S. Dept.  of Health and Human Services.  1989. Grade A
    Pasteurized Milk Ordinance, 1989 Revision, Public
    Health  Service/Food and  Drug Administration  Publi-
    cation No. 229.

U.S. EPA.  1992. Technical support document for Part 503
    pathogen and vector attraction reduction  requirements
    in sewage sludge. NTIS No: PB93-110609. Springfield,
    VA: National Technical Information  Service.

Yanko, W.A. 1987. Occurrence of pathogens in distribu-
    tion and marketing municipal sludges. Report No.:  EPA/
    600/1-87/014. (NTIS: PB88-154273/AS.) Springfield,
    VA: National Technical Information  Service.
                                                       35

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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 dif-
ferent ways. The implicit objective of all three alternatives
is to ensure that pathogenic  bacteria and enteric viruses
are reduced in density, as demonstrated by a fecal coliform
density  in  the treated  sewage sludge (biosolids) of  2  mil-
lion MPN or CPU per gram total solids biosolids (dry weight
basis)1.  Viable helminth ova  are  not necessarily reduced
in Class B biosolids.

   Unlike Class  A biosolids,  which are essentially patho-
gen free, Class  B biosolids may contain some pathogens.
Site restrictions  that restrict crop harvesting, animal graz-
ing, and public access for  a certain period of time are re-
quired. This allows  environmental factors to further reduce
pathogens. Where  appropriate, these restrictions are  de-
signed to ensure sufficient reduction in viable  helminth ova,
one of the hardiest of pathogens, since these pathogens
may not have been reduced  during sewage sludge treat-
ment.

  The Class B requirements apply to bulk biosolids that
are land applied to such areas as agricultural land, for-
ests, public contact sites,  or  reclamation  sites.  Biosolids
that are  placed on a surface disposal site also must meet
the  Class B pathogen requirements, unless the active
biosolids unit on which the biosolids are placed is covered
at the end of each operating day  (see Table 3-1). Because
the use  of Class B biosolids  must be closely  monitored,
Class B  biosolids cannot be given away or sold in bags or
other containers.

   Domestic septage applied to agricultural land, forest, or
a reclamation site must meet all of the Class  B site restric-
tions under 503.32(b)(5) unless the domestic septage has
met specific pH requirements (see Section 5.6).
1 Farrell et al. (1985) have shown that if a processed sewage sludge is processed
by aerobic or anaerobic digestion it has a fecal coliform density of 2 million MPN or
CPU per gram, enteric viruses and bacteria are significantly 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 sew-
age sludge represents a 100-fold (Z-log) reduction in fecal coliform density, and is
expected to correlate with an approximately 1.5 log (approximately 32-fold) reduc-
tion in Salmonella sp. density and an approximately 1.3 log (20-fold) reduction in
the density of enteric viruses.
   Class B  biosolids and domestic septage also must meet
one of the vector  attraction reduction  requirements  (see
Chapter 8). Note that the choice of vector attraction op-
tions may  affect the  duration of site restrictions in some
cases. Specifically,  if Option 9 or 10 (injection or incorpo-
ration) is  used to  reduce vector attraction,  the  restriction
on harvesting for food crops grown below the soil surface
(potatoes, carrots, etc.) is increased  from 20 months to 38
months.

   Sections 5.2 to 5.4  discuss the three alternative Class B
pathogen requirements for sewage  sludge. Section  5.5
discusses the site restrictions for land applied Class B
biosolids,  and Section 5.6 presents the requirements for
domestic septage  applied to agricultural land,  forests, or
reclamation sites,   me title  of each section provides the
number of the Subpart D requirement discussed in the
section. A copy of Subpart D can be found in Appendix B.
Chapters 9 and  10  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 sew-
age sludge (biosolids) be collected and  that  the  geometric
mean fecal coliform density of these  samples be less than
2  million CPU or MPN per  gram of biosolids  (dry weight
basis). This approach uses fecal coliform density  as an
indicator of the average density of bacterial and viral patho-
gens. Over the long term, fecal cojiform density is expected
to correlate with bacterial and viral pathogen density in
biosolids treated by biological treatment processes (EPA,
1992).

   Use of at least seven samples is expected to reduce the
standard error to a  reasonable value. The standard devia-
tion can be a  useful predictive tool. A relatively high stan-
dard deviation  for the fecal coliform density indicates a wide
range in the densities of the individual samples.  This may
be due to  sampling variability or variability in  the labora-
tory analysis, or  it may indicate that the  treatment process
is  not consistent  in its reduction of pathogens. A high stan-
dard deviation can therefore alert the  preparer that the
sampling, analysis, and treatment processes should be
reviewed.
                                                         36

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  Each of the multiple samples taken for fecal coliform
analysis should be taken at the same point in the process
so that treatment of each sample has been equal. Samples
must be handled correctly and analyzed within 24 hours in
order to minimize the effect of the holding time of the sample
on the microbial  population.

  Laboratory  sampling  should follow Standard  Methods
as outlined in the Appendix  of this document.  Standard
QA/QC practices, including duplicates to  verify laboratory
Calculating the Geometric Mean for Class B Alternative 1

  • Take seven samples over a 2-week period.

  • Analyze samples for fecal coliform using the membrane
    filter or MPN dilution method.

  • Take the log (Base 10) of each result.

  • Take the average  (arithmetic) of the logs.

  • Take the anti-log of the arithmetic average. This is the
    geometric mean of the results.

Example: The results of analysis of seven samples of sew-
age sludge are  shown below. The second column of the
table shows the log of each result.
Sample 1
Sample
Sample
Sample 4
Sample 5
Sample 6
Sample 7
Average (Arithmetic)
Antilog (geometric mean)
Log standard deviation
 Fecal Coliform
(MPN/dry gram
 sewage sludge)

   6.4 x106
   4.8 x104
   6.0x105
   5.7x105
   5.8x105
   4.4x106
   6.2 x 107
                  1.5
 Log

 6.81
 4.68
 5.78
 5.76
 5.76
 6.64
 7.80
 6.18
x 106
 1.00*
Note that this sewage sludge would meet Class B fecal
coliform requirements even though several of the analysis
results exceed the 2.0 x 106/dry gram limit.
*Duplicate analyses on the same sample  would give a
much  lower standard deviation. Variability is  inflated  by dif-
ferences in feed and product over a 2-week sampling pe-
riod.
protocols should be followed. Generally a log standard
deviation between duplicate samples under 0.3 is accept-
able for lab analyses.

  Process parameters including  retention  time  and tem-
perature should be examined in order to verify that the
process is  running as specified.  Monitoring equipment
should be calibrated regularly.
                                The seven samples should be taken over a 2-week pe-
                               riod in order to represent the performance of the facility
                               under a range of conditions. For small facilities that are
                               required to  sample infrequently, sampling should  be per-
                               formed under worst case  conditions, for example, during
                               the winter when the climatic conditions are the most ad-
                               verse.

                                It has been found that for Class B  compliance, the
                               MPN dilution method for fecal coliform  analysis  is more
                               appropriate than the membrane  filtration test. This is
                               because colloidal and  suspended  solids may interfere with
                               media transport through the membrane filter. Furthermore,
                               concentration of toxic  or inhibitory substances at the filter
                               surface may affect results. It is  therefore  recommended
                               that the membrane filter procedure be used only after dem-
                               onstrating comparability between the membrane filter test
                               and the MPN method for a given sewage sludge.
                                     Example of Meeting Class B Pathogen
                                     Vector Attraction Reduction Requirements
                                Type of Facility
                                Class
                                Pathogen  Reduction
                                Testing
  Vector Attraction
  Reduction

  Use or Disposal
                                Extended Aeration
                                B
Quarterly testing for pollutants
and for fecal coliform to determine
if Class B Alternative 1 require-
ments are met.
The SOUR test is used to
demonstrate compliance with
VAR Option 4
The Class B  biosolids are
delivered to farmers along with
information regarding analysis
and  site restrictions
5.3 Sewage Sludge Alternative 2:  Use of a
    Process  to Significantly  Reduce
    Pathogens  (PSRPs)  [503.32(b)(3)]
  The  PSRP Class B alternative provides continuity with
the 40 CFR Part 257 regulation. Under this Alternative,
treated sewage sludge (biosolids) 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 biological PSRP processes are sewage sludge
treatment processes that  have  been demonstrated to re-
sult in a 2-log reduction in  fecal coliform density. See Chap-
ter 7.

 The PSRPs in the Part  503 are reproduced in Table 5-1
and described in detail in Chapter 6. They are similar to
the PSRPs  listed in the Part 257 regulation, except that all
conditions related to reduction of vector attraction have
been  removed.  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 com-
parable Class A requirement (see Section  4.8), this Class
B  alternative does  not require microbiological monitoring.
                                                      37

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 However, monitoring of process requirements such as time,
 temperature,  and pH is required.


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

 1. Aerobic Digestion   Sewage 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
                       daysat15°C (59°F).
 2. Air Drying           Sewage 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 temperature is above 0°C
                       (32°F).
 3. Anaerobic Digestion   Sewage sludge is treated in the absence of
                       air 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  15 days at 35°C to 55°C (131°F)
                       and 60 days at 20°C (68°F).
 4. Composting        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).
 5. Lime  Stabilization   Sufficient lime is added to the sewage
                       sludge to raise the pH of the sewage
                       sludge to 12 for >2  hours of contact.
5.4 Sewage Sludge Alternative 3:  Use of
     Processes Equivalent to PSRP
     [503.32(b)(4)]
  The Part 257 regulation allowed the sewage  sludge to
be  treated by a process determined to be equivalent to a
PSRP. Under Class  B Alternative 3,  sewage  sludge treated
by  any process determined to be equivalent to a PSRP is
considered to be Class B biosolids. A list of processes that
have been  recommended  as equivalent to PSRP are
shown in  Table 11.1.

  Part 503 gives the  regulatory  authority responsibility for
determining equivalency. The Pathogen Equivalency  Com-
mittee is available as  a resource to provide  guidance and
recommendations  on  equivalency determinations to  the
regulatory  authorities (see Chapter  11).

5.5 Site  Restrictions for Land Application of
     Biosolids  [503.32(b)(5)]
  Potential exposure to pathogens in Class B biosolids
via  food crops is a function of three factors: first there must
be  pathogens in  the biosolids; second, the  application of
Class  B biosolids  to food crops  must transfer the patho-
gens to the harvested crop, and third, the crop must be
ingested before it  is processed to reduce the pathogens.
 Elimination of one of these steps eliminates the pathway
 by which public health may be affected.  The use of Class
 A biosolids protects  public health by reducing pathogens
 in sewage sludge to  below detectable levels. Biosolids that
 meet the Class B requirements may contain reduced  but
 still  significant densities  of pathogenic  bacteria, viruses,
 protozoans, and viable helminth ova. Thus, site restrictions
 are to allow time for further reduction  in the pathogen  popu-
 lation. Harvest restrictions are imposed in order to reduce
 the possibility that food  will be harvested and ingested
 before pathogens which may be present  on the food have
 died off. Harvest  restrictions  vary, depending on the type
 of crop, because the amount of contact a crop will have
 with biosolids or pathogens in biosolids  varies.

  The site restrictions  are primarily  based in the survival
 rates of viable helminth ova,  one of  the hardiest of patho-
 gens  that may be present on sewage sludge. The survival
 of pathogens, including the helminth ova, depends on  ex-
 posure  to the environment. Some of  the  factors that  affect
 pathogen survival include pH, temperature, moisture, cat-
 ions, sunlight, presence of soil microflora, and organic
 material content.  On  the soil surface, helminth ova has
 been  found to die off  within 4 months, but survival is longer
 if pathogens are within the soil. Helminth ova have been
 found to survive  in soil for several  years (Smith,  1997;
 Kowal  1985).  Site restrictions take this into account by
 making a distinction between biosolids that are applied to
 the land surface,  biosolids that are  incorporated into the
 soil after at least 4 months on  the soil surface, and biosolids
 that are  incorporated  into  the  soil within 4 months of  being
 applied.

  Site restrictions also take the potential pathways of ex-
 posure into account.  For  example, crops that do not con-
 tact the soil, such as oat or wheat, may be exposed to
 biosolids, but pathogens on crop surfaces  have been found
 to be reduced  very quickly (30 days) due to exposure  to
 sunlight, desiccation,  and other environmental factors.
 Crops that touch the soil, such as melons or cucumbers,
 may also come  into  contact with biosolids particles, but
 pathogens in  this scenario are also  subject to the harsh
 effects of sunlight and  rain and will die off quickly. Crops
 grown  in soil such as  potatoes are surrounded by biosolids
 amended soil, and pathogen die-off is much slower below
 the soil surface.

  These pathways should be considered when  determin-
 ing which site  restriction  is appropriate for a given situa-
 tion. The actual farming and  harvesting practices as well
 as the intended use of the food crop should also be con-
 sidered.  For example, oranges are generally considered a
 food crop that does not touch the ground. However, some
 oranges grow very low to the ground and may come into
 contact with soil. If the oranges that have fallen to the
 ground  or grew touching  the  ground  are  harvested for di-
 rect consumption  without processing,  the 14-month har-
 vest restriction  for crops that touch the soil should be fol-
 lowed. Orange  crops  which do not touch  the ground at  all
would not fall  under the 14-month harvest restriction; har-
vest would be restricted for 30 days under 503.32(b)(5)(iv)
                                                         38

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which covers food crops that do not have harvested parts
in contact with the soil.  For similar situations, the potential
for public health impacts must be considered. Harvest prac-
tices such as the use of fallen fruit or washing or process-
ing crops should be written into permits so that restrictions
and  limits are completely clear. Figure 5-1 illustrates the
steps of exposure that  should  be  considered when mak-
ing a decision about harvest and site  restrictions.  In addi-
tion, several  examples  of permit conditions are included.
The  site restrictions for  land applied Class B  biosolids are
summarized  below. The regulatory language is given in
italics. Note that the restrictions apply only to the  harvest-
ing of food crops, but not to the planting or  cultivation of
crops.
    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 surface shall not be harvested for 14 months after
    application of sewage sludge.

      This time  frame is sufficient to enable environmental
    conditions such as sunlight,  temperature, and  desiccation
    to further reduce pathogens on the land surface. Note that
    the restriction applies only to harvesting.  Food crops can
    be planted at any time before or after biosolids applica-
    tion,  as long as they are not harvested within  14 months
           Does sewage sludge comply with Class B
           requirements?
                           Yes
 No
 Must be diverted from land application.
            Does sewage sludge comply with Class A
            requirements?
                             No
Yes
Sludge  can be land-applied without site
restrictions.
          Is the sewage sludge applied to a food crop?
                            Yes
                                                       No
       Site restrictions for sod farms grazing
       animals, or public access should be
       followed.
           Does the food crop touch the ground or will
           fruit that falls on the ground  be harvested?
 No
Harvest may not take place until 30 days
after application.
                            Yes
Is it possible that harvested food will be
eaten raw or handled by the public?
Yes

Is the edible part of the crop grown below
the surface of the land?
Yes

Does the sewage sludge remain on the
surface of the land for more than 4 months
after application?
No

Harvest may not take place until 38 months
after application.
No
No
Yes

Permitting authority may use discretion to
reduce waiting period from 14 months to 30
days, depending on the application.

Harvest may not take place until 14
after application.
months

Harvest may not take place until 20
after application.
months

Figure 5-1. Decision tree for harvesting and site restrictions.
                                                        39

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after sludge application. Examples of food crops grown on
or above the soil surface with harvested parts that typi-
cally touch the  sewage sludge/soil  mixture include lettuce,
cabbage,  melons,  strawberries, and  herbs. Land  applica-
tion should be scheduled  so that crop harvests are not lost
due to harvest restrictions.

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
incorporation into the soil.

  Pathogens on the soil  surface will  be exposed  to envi-
ronmental stresses which greatly reduce their populations.
Helminth ova have been found to die  off  after 4 months on
the soil surface (Kowal,  1994). Therefore, a distinction is
made between biosolids left on the soil surface for 4 months
and biosolids which are disced or plowed into soil more
quickly.

  For  a September 1999 harvest,  biosolids could be ap-
plied to the soil surface up to the end of December 1997,
plowed or disced  into the soil in April 1998, and  the  crop
planted in order to allow it to be harvested in  September
1999.  Examples of crops with harvested parts below the
     Examples of Site  Restrictions for Questionable
                 Food Crop Situations

Tree Nut Crops -  Nuts which are washed hulled, and de-
hydrated before being distributed for public consumption
must follow the 30-day restriction. Nuts which are harvested
from the ground and sold in their shell without processing
are subject to the  14-month restriction.

Sugar Beets - Sugar beets aren't expected to be eaten
raw. If the beets are transported off site and considerable
biosolids amended soil is carried off with them, the restric-
tions apply. If biosolids are left on the soil surface for 4
months or longer  before being incorporated,  the 20-month
restriction applies.  If biosolids are incorporated within 4
months of application, the 38-month restriction applies.

Tomatoes (and peppers) - Fruit often comes in contact with
the ground. Tomatoes are sold both  to processors and to
farm stands. Tomatoes may be eaten raw by the public
without further processing. The 14-month restriction ap-
plies.
land surface are potatoes,  radishes, beets, onions 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
incorporation into the soil.

   Exposure of the surface of root crops such as potatoes
and carrots to viable  helminth ova  is a principal concern
under these circumstances.  Four  months is considered the
minimum  time for environmental conditions to reduce vi-
able helminth ova in biosolids  on  the land surface. Class B
biosolids  incorporated into the  soil surface  less than 4
months after application may contain significant  numbers
of viable helminth ova. Once incorporated into  the soil, die-
off of these organisms proceeds  much more slowly; there-
fore, a substantially longer waiting period is required to
protect  public health. Thirty-eight  months after  biosolids
application is usually sufficient to reduce  helminth ova to
below detectable levels.

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 sew-
age sludge.

  This restriction covers food crops that are  not covered
by 503.32(b)(l-iii). This would  include crops with harvested
parts that  do not typically touch the biosolids/soil mixture
and which are not collected from the ground after they have
fallen from trees or plants. The restriction also applies to
all feed and fiber crops. These crops may be exposed to
pathogens when biosolids are applied to the land. Har-
vesting of these crops could result in the  transport of
biosolids pathogens from the growing site to the outside
environment. After 30 days,  however,  any pathogens in
biosolids that may have adhered to the crop  during appli-
cation will  likely have been reduced to non-detectable lev-
els. Hay, corn, soybeans, or cotton are examples 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.

  Biosolids can  adhere to animals that walk  on  biosolids
amended  land and thereby be brought into potential con-
tact with humans who come  in contact with  the animals
(for example, horses and milking cows allowed to graze
on  a biosolids amended pasture). Thirty days is sufficient
to substantially  reduce the  pathogens in  surface applied
biosolids, thereby significantly reducing the risk of human
and animal  contamination.

Turf Harvesting
   503.32(b)(5)(vi): Turf grown  on land where sewage
sludge is  applied shall not be harvested for  7 year after
application of the sewage sludge when the harvested turf
is placed on either land with a high potential for public ex-
posure or a lawn, unless otherwise specified by the per-
mitting authority.

  The 1-year waiting period  is  designed to  significantly
reduce pathogens  in the soil  so  that subsequent contact
                                                       40

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 of the turf layer will not pose a risk to public health and
 animals. A  permitting  authority may reduce this time pe-
 riod in  cases in which the turf is not used on areas with
 high  potential for public  access.

 Public  Access
   503.32(b)(5)(vii): Public access to land with a high po-
 tential  for public exposure shall be restricted for 1 year
 after application of the sewage sludge.

   As with the turf requirement above, a 1-year waiting  pe-
 riod is  necessary to protect public health and the environ-
 ment in a potential  high-exposure situation. A baseball dia-
 mond,  playground, public park,  or  a soccer field  are ex-
 amples of land with a high potential for public exposure.
 The land  gets  heavy use and contact with the soil is sub-
 stantial  (children or ball players fall on it and dust is raised
 which is inhaled and ingested).

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

   A farm field used to grow corn or soybeans is an ex-
 ample of land with low potential for public exposure. Even
 farm workers and family  members walk about very  little  on
 such  fields.  Public access restrictions do not apply  to farm
 workers, but workers should be aware  of the public health
 implications of land application  and the  land  application
 schedule, and  should follow good  hygiene practice during
 the 30-day period. For  example, workers should be  in-
 structed to  wash their hands  after  handling soil or crops
 that come into contact with soil.  Protective  clothing and
 footwear are recommended for workers  who work on fields
 that have recently been applied with  Class B biosolids.
 More safety recommendations for  workers handling
 biosolids are included in  Section 2.2.

 5.6 Domestic Septage [503.32(c)]
   Under Part 503.32(c),  pathogen reduction in domestic
 septage applied to  agricultural land, forest, or reclamation
 sites2 may be reduced in one of two ways:

   • Either  all the  Class B  site restrictions  under
    503.32(b)(5) -see Section 5.5-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  al-
    kali, and the site  restrictions on crop harvesting  in
    503.32(b)(5)(l-iv)  must be met (see Section 5.5). The
    Part 503 regulation uses the term  alkali  in the broad
    sense to mean  any substance that  causes  an increase
    inpH.

   Vector  attraction reduction can be met with Option 9,
10, or 13. Domestic septage can be incorporated or in-
jected into the soil to prevent vector attraction, or the pH  of
the domestic septage can be adjusted  as outlined in Op-
tion 12  (see Section 8). pH adjustment can fulfill both patho-
gen  and vector attraction reduction.
  The pH requirement applies to every container of do-
mestic septage applied  to the land, which means that the
pH of each container must be monitored. The first alterna-
tive reduces exposure  to pathogens in land applied do-
mestic  septage while  environmental factors  attenuate
pathogens. The second alternative relies on alkali  treat-
ment to reduce pathogens and contains the  added safe-
guard of restricting  crop harvesting, which prevents  expo-
sure to  crops grown on domestic septage amended soils.


References  and Additional  Resources
Farrell,  J.B., G. Stern, and A.D. Venosa.  1985.  Microbial
    destructions achieved by full-scale anaerobic diges-
    tion. Workshop on Control of Sludge  Pathogens,  Se-
    ries IV.  Alexandria, VA: Water  Pollution Control  Fed-
    eration.

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

Gerba,  C.P., C. Wallis,  and J.L. Melmick. 1975. Fate of
    wastewater bacteria and viruses in soil. J. Irrig. Drain
    Div. Am. Soc. Civ. Engineers.101:157-174.

Kowal,  N.E.  1985. Health effects of land application of
    municipal sludge. Pub. No.: EPA/600/1-85/015. Re-
    search Triangle Park, NC: U.S. EPA Health Effects
    Research  Laboratory.

Kowal,  N.E.  1994.  Pathogen risk assessment: Status and
    potential  application in the development  of Round II
    regulations. Proceedings of the June 19-20,1994  Spe-
    ciality Conference. The Management of Water and
    Wastewater Solids for the 21st Century: A Global Per-
    spective. Water Environment Federation. Alexandria,
    VA.

Moore,  B.E., D.E. Camann,  G.A. Turk, and C.A. Sorber.
    1988. Microbial characterization of  municipal waste-
    water at a  spray irrigation site:  The Lubbock infection
    surveillance study. J. Water Pollut. Control Fed. 60(7):
    1222-1230.

Smith, J.E.,  Jr.  1988.  Fate of pathogens during the sew-
    age sludge treatment process and after land applica-
    tion. In Proceedings of the January 21-22, 1998 Cali-
    fornia Plant and Soil Conference: Agricultural chal-
    lenges in an urbanizing state, Sacramento,  CA.

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

Sorber,  C.A. and B.E.  Moore. 1986. Survival and trans-
    port of pathogens  in  sludge-amended  soil, a critical
    literature review. Report No.: EPA/600/2-87/028. Cin-
    cinnati, OH. Office  of Research and Development.
" Class B sewage sludge requirements apply to domestic septage applied to all other
 types of land. No pathogen-related requirements apply to domestic septage placed
 on a surface disposal site.
                                                        41

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Storey, G.W. and  R.A. Phillips. 1985. The survival of para-    U.S. EPA. 1992. Technical support  document for Part 503
    site eggs  throughout the soil profile.  Parasitology.        pathogen and vector  attraction  reduction  requirements
    91:585-590.                                              in sewage sludge. NTIS No.:PB93-110609. Springfield,
                                                             VA. National Technical Information  Service.
                                                       42

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                                                 Chapter 6
                 Processes to  Significantly Reduce Pathogens (PSRPs)
6.1  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  stabilization.  Under  Part  503.32(b)(3),  sewage
sludge meeting the requirements of these processes is
considered to be  Class B with respect to pathogens (see
Section 5.3). When operated under the conditions speci-
fied 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 Salmonella sp. and enteric
virus densities in  sewage sludge by approximately a fac-
tor 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 reclamation site or placed on a surface disposal site1.
Because Class B biosolids may  contain some pathogens,
land application of Class B biosolids is allowed only if crop
harvesting, animal grazing, and  public  access are limited
for specific periods of time following  application of  Class B
biosolids so that pathogens can be further reduced by en-
vironmental  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
regulation, except that all requirements related  solely  to
reduction of vector  attraction have been removed. Vector
attraction reduction is now covered under separate require-
ments  (see  Chapter 8) that include some of the require-
ments  that were part of the PSRP requirements under Part
257, as well as some new options for demonstrating vec-
tor attraction reduction.  These new options  provide greater
flexibility to the regulated  community in  meeting the vector
attraction reduction  requirements.

  Although  theoretically  two or  more PSRP processes,
each of which fails to meet its specified requirements,  could
be combined and effectively reduce  pathogens (i.e. partial
treatment in digestion  followed by partial treatment by air
drying) it cannot be assumed that the pathogen reduction
contribution of each of the operations  will result in the  2-
log reduction in fecal coliform necessary to define the com-
bination as a  PSRP. Therefore, to comply with Class B
pathogen requirements, one of the PSRP processes must
be conducted  as outlined in this chapter, or fecal coliform
testing must be conducted in compliance with Class B Al-
ternative 1. The biosolids preparer also has the option of
applying for PSRP equivalency for the combination of pro-
cesses. Achieving PSRP equivalency  enables the  preparer
to stop monitoring for fecal coliform density.

  This chapter provides detailed descriptions of the PSRPs
listed in Appendix B. Since the conditions for the PSRPs,
particularly  aerobic and anaerobic digestion, are designed
to meet pathogen reduction requirements, they are not
necessarily the same conditions as those traditionally rec-
ommended by environmental  engineering texts and  manu-
als.

6.2  Aerobic Digestion
  In aerobic  digestion, sewage  sludge is biochemically
oxidized by bacteria in an open  or enclosed vessel (see
photo). To supply  these aerobic microorganisms with
enough oxygen, either the sewage sludge must be agi-
tated by a mixer, or air must be forcibly injected (Figure 6-
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 sew-
age sludge and aerated  for 2 to  3 weeks or longer, de-
pending on the type of sewage sludge, ambient tempera-
ture, and  average oxygen levels. Following aeration, the
stabilized solids are allowed to settle and are then sepa-
rated  from the clarified supernatant. 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 continu-
ous 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:
1 Unless the active biosolids surface disposal unit is covered at the end of each
 operating day, in which case no pathogen requirement applies.
    Sewage sludge is agitated with air or oxygen to main-
    tain aerobic conditions for a specific mean cell resi-
                                                       43

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Digester in Vancouver, Washington.
               Raw
               Sludge
                                                     Aerodigester
                                                                                        Settling
                                                                                         Tank
Oxidized
Overflow
to Treatment Works
                                     Return  Sludge
                                    to Aerodigester
                                                                                                    Stabilized
                                                                                                    Sludge
                                                                                                    to Disposal
Figure  6-1. Aerobic  digestion.
                                                                   44

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    dence  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).

   For temperatures between 15°C (59°F) and 20°C (68°F)
use the  relationship between  time  and temperature pro-
vided below to determine the required mean  cell residence
time.

  Time @T°C  = 1.08(20-1)
     40 d

  The  regulation does  not differentiate between batch, in-
termittently fed, and continuous operation, so any method
is acceptable. The mean cell residence time is considered
the residence time of the sewage sludge solids. The ap-
propriate method for calculating residence  time depends
on  the type of digester operation used (see Appendix E).

  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  supernatant is 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
systems, the flow rate of the sewage sludge out of the
digester is  used  to calculate residence times.

  Continuous-Mode Feeding,  Batch  Removal of Sew-
age 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. Periodi-
cally, aeration is stopped to  allow solids to  settle and su-
pernatant 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 sew-
age sludge wasting requirement, or sufficient time  for di-
gestion 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 to-
tal time from initial charge to final withdrawal of the digested
sewage sludge.

  Batch or Staged Reactor  Mode A batch  reactor or two
or more completely-mixed reactors in series are more ef-
fective  in reducing  pathogens than is a single well-mixed
reactor at the same overall residence time. The residence
time required for this type of system to meet pathogen re-
duction goals may  be 30% lower than  the residence  time
required in the PSRP definition for aerobic  digestion  (see
Appendix E).  However, since lower residence times would
not comply with  PSRP conditions required for aerobic di-
gestion in the regulation, approval of the process as a PSRP
by the  permitting authority would be  required.
  Other  Digesters are frequently operated in unique ways
that do not fall into the categories above. Appendix E pro-
vides information that should be helpful in developing a
calculation procedure for these  cases. Aerobic digestion
carried out according to the  Part 503 requirements typi-
cally reduces bacterial organisms by 2-log and viral patho-
gens by 1-log. Helminth ova are reduced to varying de-
grees, depending on the hardiness  of the individual spe-
cies. 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 sew-
age sludges is demonstrated either when the percent vola-
tile solids reduction during sewage sludge treatment equals
or 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 addi-
tional volatile solids reduction during bench-scale  aerobic
batch digestion for 30 additional days at 20°C  (68°F) is
less  than 15% (see Chapter 8).

  Thermophilic aerobic systems  (operating at  higher tem-
peratures) capable of producing Class A biosolids  are de-
scribed  in Section  7.5.

6.3  Anaerobic Digestion
  Anaerobic digestion is a biological process that uses
bacteria 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 6-2)  that may or may not be heated. Because
the biological activity consumes  most of  the volatile solids
needed for  further bacterial growth, microbial activity in
the treated sewage sludge is limited. Currently, anaerobic
digestion is one of the  most widely used treatments for
sewage  sludge treatment, 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 ei-
ther  standard-rate or high-rate systems. Standard-rate
systems  take place in a simple  storage tank with sewage
sludge added intermittently. 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 temperature, though heat is some-
times 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 volatile solids  destruction.  These systems some-
times use pre-thickened sewage sludge introduced at  a
uniform  rate to maintain  constant conditions in  the reactor.
Operating conditions in  high-rate  systems foster more  effi-
cient sewage sludge digestion.

  The PSRP description in Part  503 for anaerobic diges-
tion is:
                                                       45

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          Raw
          Sludge

                                                                                   Supernatant
                              First Stage
                              (completely mixed)
                        Second Stage
                        (stratified)
Figure 6-2.  Two-stage anaerobic digestion (high rate).

   • Sewage sludge is treated in the absence of air for a
    specific mean cell residence time at a specified tem-
    perature. 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).

  Straight-line interpolation to  calculate mean cell resi-
dence time is allowable when the temperature falls be-
tween  35°C and  20°Q

  Section 6.2  provides information on calculating residence
times.  Anaerobic digestion  that meets the  required resi-
dence  times and temperatures typically reduces bacterial
and viral pathogens by 90% or more. Viable  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  (100T) and 50°C
(122°F).

  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%, which satisfies vector attraction reduction
requirements. Alternatively,  vector attraction reduction  can
be demonstrated by Option 2 of the vector attraction  re-
duction  requirements,  which requires that additional vola-
tile solids loss  during  bench-scale anaerobic  batch  diges-
tion of the sewage sludge for 40 additional  days at 30°C  to
37°C (86°F  to 99°F) be less than 17% (see Section 8.3).
The SOUR test is an  aerobic test and  cannot  be used for
anaerobically digested sewage sludge.

6.4 Air Drying
  Air drying  allows partially digested sewage sludge  to dry
naturally  in the open air (see photo). 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 evaporation. Sand beds have an underlying drain-
 age system; some type of mechanical mixing or turning is
 frequently added to paved  or unpaved basins. The effec-
 tiveness of  the air 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. During the drying/storage period in the
 bed, the sewage sludge is  undergoing physical, chemical,
 and biological changes. These include biological  decom-
 position of organic material, ammonia production, and des-
 iccation.
Sludge drying operation. (Photo credit: East Bay Municipal Utility
District)
                                                        46

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  The PSRP description in Part 503 for air drying is:

   • Sewage sludge is dried on sand beds or on paved or
    unpaved basins. The sewage sludge dries for a mini-
    mum of 3 months. During 2 of the 3 months, the  ambi-
    ent average daily temperature is above 0°C  (32°F).

  Although not  required by the Part 503, 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 di-
gested  before air drying.  Under these conditions, air dry-
ing will  reduce  the density of pathogenic viruses by 1-log
and  bacteria by approximately  2-log. Viable helminth ova
also are reduced, except for some hardy species that re-
main  substantially unaffected.

 Vector Attraction  Reduction
  Frequently sand-bed drying follows  an aerobic or anaero-
bic digestion process that does  not meet the specified pro-
cess requirements and does  not produce 38% volatile sol-
ids destruction.  However, it may be that the volatile  solids
reduction  produced by the  sequential  steps of  digestion
and drying will meet the vector  attraction reduction require-
ment  of 38% volatile solids reduction.  If this is the  case,
vector attraction reduction requirements are satisfied.
           Example of
     Vector Attraction
Type of Facility
Class
Pathogen Reduction
Testing
Vector Attraction
   Reduction

Use or Disposal
Meeting PSRP and
Reduction Requirements
Air Drying
B
 Partially digested sewage
sludge is thickened and
spread in drying beds. Filling
of beds starts in June, and the
beds accommodate sewage
sludge generated over 1 full
year. Beds are then emptied
the following September so
that all sewage sludge is re-
tained over an entire summer
(>0°C ambient temperatures).

Sewage sludge is tested for
 pollutants 2 weeks before
material is removed and dis-
tributed.
Biosolids are  land applied
and plowed immediately into
the soil.
Biosolids are delivered to lo-
cal  farmers.  Farmers are
given information on site re-
strictions,  and must follow
harvest, grazing, and public
access restrictions.
 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 8.2), 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
 8.8, and Option 8 in Section  8.9).

 6.5 Composting
  Composting involves the aerobic decomposition of or-
 ganic material using controlled temperature, moisture, and
 oxygen  levels. Several different composting methods are
 currently in use in the United  States. The three most com-
 mon are windrow, aerated static pile, and within-vessel
 composting. These  are described  below.

  Composting can yield either Class A or Class B biosolids,
 depending on the time and temperature variables  involved
 in the operation.

  All composting methods rely on the same basic pro-
 cesses.  Bulking agents such as  wood chips, bark, saw-
 dust, straw, rice hulls, or even-finished compost are added
 to the sewage sludge to absorb moisture, increase poros-
 ity,  and  add a source of carbon. 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 tem-
 peratures and the  process chosen, the time required  to
 reduce pathogens and produce Class B biosolids can range
 from 3 to 4 weeks. Aeration and/or frequent  mixing  or turn-
 ing  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), and the composted  biosolids are "cured" for
 an  additional period.

  Windrow   composting  involves stacking the sewage
 sludge/bulking agent mixture  into  long piles, or windrows,
 generally 1.5 to 2.7 meters high (5  to 9 feet)  and 2.7 to 6.1
 meters wide (9 to 20 feet). These rows are regularly turned
 or mixed with a turning machine or front-end loader to fluff
 up the material and increase porosity which allows better
 convective oxygen  flow into the material. Turning also
 breaks up compacted  material and reduces the moisture
content  of the composting media  (see photo, next page).
Active windrows are typically placed in the open air, ex-
cept in areas with heavy rainfall. In colder climates, winter
weather can significantly increase the amount of time
 needed  to  attain temperatures needed  for pathogen re-
duction.

  Aerated static pile  composting uses forced-air rather than
 mechanical mixing (see  Figure 6-3) to both supply suffi-
cient oxygen for decomposition and carry off moisture. The
sewage  sludge/bulking agent  mixture  is placed on top of
                                                      47

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Composted sludge is screened to remove the bulking agent prior
 to land application
Compost mixing equipment turns over a windrow of compost for
solar drying prior to screening   [Photo credit: East Bay Municipal
Utility District)
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 odor control. Pumps are  used to blow air into the com-
post pile or suck air  through it. The latter provides greater
odor control because the compost  air  can be  easily col-
lected and then filtered or scrubbed.

  Within-vessel composting  systems vary  greatly in  de-
sign, but they share two basic  techniques: the  process
takes place in  a reactor vessel where the operating condi-
tions can be carefully controlled (see photo page 49), and
active aeration meets the system's  high oxygen demand.
Agitated bed  systems  (one type of  within-vessel
composting) depend on continuous or periodic mixing
within the vessel, followed  by a curing period.

   Pathogen  reduction during composting depends on time
and temperature variables  (see photo page 49). Part 503
provides the following definition of PSRP  requirement for
pathogen reduction  during composting:

  • Using either the within-vessel, static aerated pile, or
    windrow composting methods, the temperature of the
    sewage  sludge is raised to 4CTC  (104°F) or higher and
    remains at 4ffC (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,
aerated static pile, or windrow  methods, reduce bacterial
pathogens by 2-log  and viral pathogens by 1-log.

  A process time of only 5 days is not long  enough to fully
break down the volatile  solids  in sewage  sludge, so the
composted  sewage  sludge produced under these condi-
tions will not be able to meet any of the requirements for
reduced vector attraction. In addition, sewage sludge that
has been composted for only 5 days may still be odorous.
Breakdown  of volatile solids 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 compost to fur-
ther mature or cure for at least several weeks following
active composting during which time pile turning or active
aeration may  continue.

  Composting is most often used to meet Class  A require-
ments.  More guidance for composting operations and how
to meet Class A time and temperature requirements is pro-
vided  in Chapter 7.

Vector Attraction Reduction
  Vector attraction reduction must be conducted in accor-
dance with Option 5, or  compost must be incorporated into
soil when land applied.  This option requires aerobic treat-
ment  (i.e., composting) of the sewage sludge for at least
14 days at  over 40^  (104°F) with an average tempera-
ture of  over 45°C (113°F).

6.6 Lime  Stabilization
  The lime stabilization 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 for
2 hours or more after 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.

  For the Class B lime stabilization  process,  the alkaline
material must be a form of lime. Use of other  alkaline  ma-
                                                        48

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Taulman Weiss in-vessel composting facility in Portland, Oregon.
                                                           Compost operator measures compost pile temperature as part of
                                                           process monitoring. (Photo credit: East Bay Municipal Utility District,
                                                           Oakland, California)
                      Air
           Air
   Composted
   Sludge
                  Bulking Agent/
                  Sludge'Mixture
                                     Porous Base:
                                     Wood Chips or
                                     Compost
Figure 6-3.  Static aerated pile composting.

terials must first be demonstrated to be equivalent to a
PSRP. Elevation of pH to  12 for 2 hours is expected to
reduce bacterial and  viral density effectively.

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

  Mixing must be sufficient to ensure that the entire mass
of sewage sludge comes into contact with the lime and
                                                                                           Filter Pile of
                                                                                           Composted Sludge
undergoes the increase in pH and to ensure that samples
are representative of the overall mixture (see Chapter 9).
pH should be measured at several locations to ensure that
the pH is  raised  throughout the  sewage sludge.

  A variety  of lime stabilization processes are currently in
use. The  effectiveness of any lime  stabilization process
for controlling  pathogens depends on maintaining the pH
at levels that reduce microorganisms  in the sewage sludge.
Field  experience has shown that the application of lime
stablized material after the pH has  dropped  below  10.5
may, in some cases, create odor problems.  Therefore it is
                                                         49

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recommended that biosolids application take place while
the pH remains elevated. If this is not possible, and odor
problems develop, alternate management practices in the
field include  injection or incorporation or top dressing the
applied biosolids  with additional  lime. Alternate manage-
ment practices if the biosolids have not yet left the waste-
water treatment  plant may include adding additional lime
to  maintain the elevated  pH or additional treatment through
drying or composting. Lime stabilization can reduce bac-
terial and viral pathogens by 99% or more. Such alkaline
conditions have  little effect on hardy species of helminth
ova, however.

Vector Attraction Reduction
  For lime-treated  sewage sludge, vector attraction  reduc-
tion is best demonstrated by  Option 6 of the vector attrac-
tion reduction requirements. This option requires that the
sewage 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 8.7).

  Lime stabilization does not reduce volatile solids. Field
experience has shown that the application of lime stabi-
lized material after the pH has dropped below 10.5 may
create odor  problems. Therefore it is recommended that
land application of biosolids take place as soon as pos-
sible after vector attraction reduction is completed and while
pH  remains  elevated.

6.7  Equivalent  Processes
  Table 11.1  in Chapter 11 lists some of the processes
that the EPA's Pathogen Equivalency Committee has rec-
ommended as being equivalent to PSRP under Part 257.
Information on the PEC and how to  apply for equivalency
are discussed in Chapter 11.

References and Other Resources

Berg, G. and D. Berman. 1980. Destruction by anaero-
    bic mesophilic and thermophijic digestion of vi-
    ruses ana indicator bacteria  indigenous to do-
    mestic sludges. Appl.  Envir. Microbiol.   39(2):361-
    368.
Farrell, J.B., G. Stern, and A.D. Venosa. 1990. Mi-
    crobial  destructions achieved by full-scale
    anaerobic digestion. Paper presented at Munici-
    pal Wastewater Sludge  Disinfection Workshop.
    Kansas City, MO. Water Pollution Control Fed-
    eration,  October 1995.
U.S. EPA.  1992. Technical support  document for re-
    duction of pathogens and vector  attraction in sew-
    age sludge.  EPA/822/R-93/004.
                                                     50

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                                                Chapter  7
                     Processes to  Further  Reduce Pathogens  (PFRPs)
7.1  Introduction
  Processes to Further Reduce  Pathogens (PFRPs)  are
listed in Appendix B of the Part 503.  There are seven
PFRPs: composting, heat drying, heat treatment, thermo-
philic aerobic digestion, beta ray irradiation, gamma ray
irradiation, and pasteurizafon. When these processes are
operated under the conditions specified in Appendix B,
pathogenic bacteria, enteric  viruses, and viable helminth
ova are reduced to below detectable levels. 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. Because the purpose of these
processes is to produce Class A biosolids, the pathogen
reduction process must  be conducted concurrent to or prior
to the vector attraction  reduction process (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 hel-
minth ova, enteric viruses, and  pathogenic bacteria. In
addition, Class A biosolids must be monitored for fecal
coliform or Salmonella sp. bacteria at the time of use on
disposal,  at the time the biosolids are prepared for sale or
give away in a bag or other container for land application,
or at the time the biosolids are prepared to meet the re-
quirements for "exceptional quafity" sludge (see  Chapter
2) in 503.10(b), 503.10(c), 503.10(e), or 503.10(f) to en-
sure that growth of bacteria has not occurred (see Section
4.3). Guidelines regarding the frequency of pathogen sam-
pling and sampling protocols are  included in Chapter 9.

7.2 Composting
  Composting  is the controlled, aerobic decomposition of
organic matter  which produces a humus-like material. Sew-
age sludge which is to be composted  is generally mixed
with a bulking  agent such as wood chips which increases
porosity in the sewage  sludge, allowing  air to more easily
pass through  the composting material and maintain aero-
bic  conditions. 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 tem-
    perature of the sewage sludge is maintained at 55°C
    (13TF)  or higher for 3 consecutive days.

  • Using the windrow composting method, the tempera-
    ture of the sewage sludge is maintained at 55°C (131°F)
    or higher for 15 consecutive 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 turn-
    ings of the windrow.

   For aerated static pile and  in-vessel composting pro-
cesses, temperatures should  be taken at multiple  points
at a range of depths throughout  the composting medium.
Points which are likely to be slightly cooler than the center
of the pile, such as the toes of piles, also should be moni-
tored.  Because the  entire mass of sewage  sludge  must
attain the required temperatures for the required duration,
the temperature profiles from every monitoring point, not
just the average of the points,  should  reflect  PFRP condi-
tions.

   It has been found that points within 0.3 m (1 foot) of the
surface of aerated static piles may be unable to reach PFRP
temperatures, and for this reason, it is recommended that
a 0.3 m  (1 foot) or greater layer of insulating material  be
placed over  all surfaces  of the pile.  Finished compost is
often used for insulation.  It must be  noted that because
the insulation will most  likely be mixed into the composted
material  during post-processing or curing, compost  used
as an  insulation material must be a Class A material so as
not to reintroduce  pathogens into the composting sewage
sludge.

   For  windrow composting, the operational  requirements
are based on the same  time-temperature relationship as
aerated static pile  and  in-vessel composting.  The material
in the  core of the windrow attains at least 55°C and must
remain at that temperature for 3  consecutive days. Wind-
row  turning  moves new material from the surface of the
windrow into the core so that this material may also un-
dergo  pathogen  reduction. After five turnings, all material
in the windrow must have spent 3 days at the core of the
pile. The time-temperature regime takes place over a pe-
riod of at least 15  consecutive  days during which time the
temperature in the core of the windrow is at least 55°C.
See Appendix J for  additional guidance.
                                                       51

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  Pathogen reduction is a function of three parameters:

   • Ensuring that all sewage sludge is mixed into the core
    of the pile at some point during active composting

  • Ensuring that all sewage sludge particles spend 3 con-
    secutive days in the core during which time the tem-
    peratures are at 55°C

  • Preventing growth of pathogenic bacteria in composted
    material

  The first issue, ensuring  that all material is  mixed into
the core of the pile, depends on  the  configuration  of the
windrows and the turning methodology. Pile size and shape
as well  as material characteristics  determine how much of
the pile  is in  the  "hot zone" at any given time. Additional
turning  and maintenance of temperatures after the  man-
dated 15 days are recommended,  depending on the wind-
row configuration. For example, the Los  Angeles County
Sanitation District found that as many as 12-15 turnings
were necessary to reduce pathogens in windrow
composted sewage sludge (Personal  Communication,
Ross  Caballero,  Los  Angeles  County Sanitation District,
1998).

  Second,  it is  important that once that material is  in the
pile core it be subject to the full time-temperature regime
necessary to reduce pathogens. Therefore,  the turning
schedule and the recovery  of the core zone to 55°C are
important factors. If pile turning is not evenly distributed
throughout the 15-day period, some material may not spend
adequate time in the core  of the pile. Additionally, pile tem-
peratures generally  drop  off immediately after turning;  if
temperatures in  the pile core do not quickly recover to 55°C
(within 24  hours), the necessary  pathogen reduction pe-
riod of 3 days will not be achieved.

  Because of the operational variability, pathogen reduc-
tion in windrow  composting has been found to be less pre-
dictable  than  pathogen reduction  in aerated static pile or
in-vessel composting. In order to improve pathogen re-
duction,   the following operational guidelines  are  recom-
mended.

  • Windrow turning  should  take place after the pile core
    has met pathogen reduction temperatures  for 3 con-
    secutive  days.  Windrow  turnings should  be evenly
    spaced within the 15 days so  that  all material remains
    in the core  zone for 3 consecutive  days; allowing addi-
   tional time as  needed for the core temperature to come
    up to 55°C.

  • Pathogen reduction temperatures (55°C) must be met
   for 15 consecutive days at the pile core.

  • Temperatures should  be taken at approximately  the
    same time each  day in order to demonstrate that 55°C
    has  been reached in the pile core within  24  hours after
    pile  turning.

  • Testing frequency should be increased; a large sew-
   age  sludge windrow composting operation recom-
    mends testing each windrow for Salmonella sp. be-
    fore  piles are distributed  (Personal  Communication,
    Ross Caballero,  Los Angeles County Sanitation Dis-
    trict,  1998). Samples are taken after turning is  com-
    pleted, and piles which do not comply with Class A
    requirements  are  retained on site for further
    composting.

  Vector Attraction Reduction  (VAR)
  The options for demonstrating  vector attraction reduc-
tion for both PFRP and PSRP composting are the same.
Option 5  is  the  most  appropriate for composting opera-
tions. This option  requires aerobic treatment  (e.g.
composting)  of the sewage sludge for  at least 14 consecu-
tive days at  over  40°C  (104°F) with an average tempera-
ture of over 45°C (113°F).  This is usually easily attained
by sewage sludge composting.

  The PFRP and VAR requirements  can  be met concur-
rently  in  composting. For within-vessel or aerated static
pile composting, the temperature profile should show PFRP
temperatures  at each of the temperature monitoring points
for 3 consecutive  days,  followed by a minimum of 11  more
days  during which time the average temperature of the
pile complies with VAR requirements. For windrow piles,
the compliance with PFRP temperatures will also fulfill  VAR
requirements.

  PFRP temperatures should be met before or at the same
time that VAR requirements are fulfilled in order to reduce
the potential  for  pathogen regrowth.  However, continued
curing of the composting material will most likely further
prevent the growth of  pathogenic bacteria from taking place.

  Like all  microbiological processes, composting can only
take place with sufficient moisture (45-60%).  Excessive
aeration of composting piles or arid ambient condition  may
dry composting piles  to the point at which microbial activ-
ity slows or  stops. The cessation of microbial activity re-
sults in lowered pile temperatures  which can easily be mis-
taken  for  the end-point of composting. Although  composting
may appear  to have  ended, and compost  may even meet
vector attraction reduction via Option 7, overly dried com-
post can  cause both  odor problems and vector attraction if
moisture  is  reintroduced  into the material and  microbial
activity resumes. It is  therefore  recommended that the
composting process be maintained at  moisture levels be-
tween  45-60% (40-55% total solids) (Epstein,  1997).

 Microbiological Requirements
  If the conditions specified  by the Part 503 regulation are
met, all pathogenic viruses,  bacteria, and parasites will be
reduced to below detectable  levels. However,  it may be
difficult to meet the  Class A microbiological requirement
for fecal coliforms even when Salmonella  sp. bacteria are
not present.  Biological sewage sludge  treatment processes
involving  high temperatures, such  as composting, can re-
duce Salmonella sp.  to below detectable levels while  leav-
ing some surviving  fecal coliforms.  If sufficient nutrients
remain in  the sewage sludge, bacteria can later grow to
                                                       52

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significant numbers. It may be  preferable,  therefore, to test
composted  sewage sludge directly for  Salmonella sp.,
rather than using fecal coliforms as an indicator of patho-
gen  control.

  Although not mandated by the Part 503 regulation, com-
post is  usually maintained on  site for longer than the re-
quired PFRP and VAR duration. In order to produce a high-
quality,  marketable product, it  has been found  that a cur-
ing period, or the period during which the  volatile solids in
the sewage  sludge continue to decompose, odor potential
decreases, and temperatures decrease into the mesophilic
(40-45°C) range, is necessary. Depending on the feed-
stock and the particular process, the curing period may
last  an  additional  30 -  50 days after regulatory require-
ments are met.

  In  general, compost is not considered  marketable until
the piles are no longer self-heating. It is important to note
that  compost piles that  are cooled by excessive aeration
or that do not self-heat  because the material is too dry to
support microbial activity may not actually be fully decom-
posed.

  It  has been  found that further reduction  of organic  mate-
rial takes place during  the curing phase of composting
(Epstein, 1997). Therefore microbiological  testing should
take  place at the end of the curing process when compost
is prepared for sale or distribution.  Compost which is stored
on site for extended periods of time until it can be sold or
distributed must be tested for  compliance  with microbio-
logical limits when  it is to be used or disposed.

7.3  Heat  Drying
  Heat drying  is used to reduce both pathogens and the
water content of sewage sludge. The  Part 503 PFRP de-
scription 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 tem-
    perature 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
viruses,  bacteria, and helminth ova  to below  detectable
levels. Four  processes are commonly used for heat drying
sewage sludge: flash  dryers,  spray dryers, rotary dryers,
and  steam dryers. Flash dryers used to be the  most com-
mon  heat drying process installed at treatment  works, but
current practice favors rotary dryers. These  processes are
briefly described below. More detailed descriptions are
provided in EPA's Process Design Manual (EPA, 1979).

Flash  Dryers
  Flash  dryers  pulverize sewage  sludge  in the presence
of hot gases. The process is based on exposing fine sew-
age  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 dry-
 ing 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  mechani-
 cally 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 contact between the sewage sludge and the hot
 gases. Indirect heating separates the two with steel shells.

 Steam Dryers
   Indirect steam dryers utilize steam to  heat the surface of
 the dryers which will come into contact with  the sewage
 sludge.  The heat transfer surface may  consist of discs or
 paddles, which  rotate to increase their contact with the
 sewage sludge.

 Vector Attraction Reduction
   No further processing is required because the PFRP
 requirements for heat drying  also  meet the  requirements
 of Option 8 for  vector attraction reduction (the percent sol-
 ids must be  at least 90% before mixing  the sewage sludge
 with other materials).  This fulfills the requirement of
 Option  7 if the sewage sludge being  dried contains no
 unstabilized solids.

   Drying of sewage sludge to  90% solids deters the at-
 traction  of vectors, however, unstabilized  dried  biosolids
 which are  rewet  may become odorous and attract vectors.
 Therefore, it is recommended that materials  be used  or
 disposed while  the level of solids  remains  high  and that
 dried  material be stored and maintained under dry condi-
 tions.

  Some operators have  found that maintaining stored
 material at solids levels  above 95% helps to deter reheat-
 ing because microbiological activity  is  halted.  However,
 storage  of materials approaching 90% total solids  can  lead
 to spontaneous  combustion with subsequent fires and risk
 of explosion. While there is little likelihood of an explosion
 occurring with storage of materials  like  pellets,  precaution-
 ary measures  such  as  maintaining proper oxygen levels
 and minimizing dust levels in storage silos and monitoring
temperatures in material can reduce the risk of fires.

 Microbiological Requirements
  Heat dried biosolids must be tested for fecal coliform or
 Salmonella sp. at the last point before  being used or dis-
 posed. For example, biosolids  should  be tested immedi-
 ately before they are bagged or before they leave the site
for bulk distribution. If material is stored for a long period
 of time,  it should be re-tested, even if previous testing has
                                                       53

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 shown the biosolids to have met the Part 503  regulation.
 This is particularly important if material has been rewetted.

 7.4 Heat Treatment
   Heat treatment processes are used to disinfect sewage
 sludge and reduce pathogens to below detectable levefs.
 The processes involve heating sewage sludge under  pres-
 sure for a short period of time. The sewage sludge be-
 comes sterilized and bacterial slime layers are solubilized,
 making it easier to dewater the  remaining sewage sludge
 solids. The Part 503  PFRP description for heat treatment
 is:

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

  Two processes  have principally been used for  heat treat-
 ing sludge in  preparation for dewatering: the  Porteous and
 the Zimpro process. In the Porteous process the sewage
 sludge is preheated and then injected  into a reactor ves-
 sel. Steam is  also injected into the vessel under pressure.
 The sewage sludge is retained  in the  vessel for approxi-
 mately 30 minutes after which it is discharged to a decant
 tank. The  resulting  sewage sludge can  generally be con-
 centrated  and dewatered to hign 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  pres-
 sures are approximately the same for the two processes.

 Vector Attraction Reduction
  Heat treatment in most  cases  must be followed by vec-
 tor  attraction reduction. Vector attraction reduction Options
 6 to 11  (pH adjustment, heat drying, or injection, incorpo-
 ration,  or daily cover) may be used (see Chapter 8). Op-
 tions 1 through 5 would not typically be applicable to heat
 treated sludge unless the sludge was digested  or other-
 wise stabilized during or after heat treatment (e.g. through
 the use of wet air oxidation during heat treatment).

 Microbiological Requirements
  When operated according to the Part 503 requirements,
 the process effectively reduces  pathogenic viruses,  bac-
 teria, and viable helminth  ova to below  detectable levels.
 Sewage  sludge must be properly stored after processing
 because  organic matter has not been reduced, and there-
 fore, growth of bacteria can occur.

  Heat treated sewage sludge  must be tested for fecal
 coliform or Salmonella sp. at the time  of use or disposal or
 as  it is prepared for sale or distribution. If heat treated
 biosolids  are subsequently composted or  otherwise treated,
 pathogen  testing should take  place after that processing
 is complete.

 7.5 Thermophilic Aerobic Digestion
  Thermophilic aerobic digestion is a refinement of the
conventional aerobic digestion  processes discussed in
 Section 6.2. In this process, feed sewage sludge is gener-
 ally 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 sludqe in  the diqester to as hiqh 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 oper-
 ates at ambient air temperature. The biodegradable vola-
 tile solids content of the sewage sludge can be  reduced
 by up  to 70% in a relatively short time. The digested sew-
 age sludge  is effectively pasteurized due to the high tem-
 peratures.  Pathogenic viruses,   bacteria, viable helminth
 ova and other parasites are reduced to below  detectable
 limits if the  process is carried out at temperatures  exceed-
 ing 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 description of thermophilic aerobic  digestion is:

   •  Liquid sewage sludge is agitated with air or  oxygen to
     maintain aerobic conditions and the mean cell resi-
    dence time of the sewage  sludge is 10  consecutive
    days at 55°C  to 60°C  (131 °F to 140°F).

   The thermophilic  process requires  significantly lower
 residence times (i.e., solids retention time) than conven-
 tional aerobic  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), respectively. Residence time is normally deter-
 mined  by dividing the volume of  sewage sludge in the ves-
 sel by the volumetric flow rate. Facility operation should
 minimize the potential for bypassing  by withdrawing treated
 sewage sludge before feeding,  and  feeding  no more than
 once a day.

   In the years  following the publication of the  Part 503 regu-
 lation,  advances in thermophilic digestion have  been made.
 It  should be noted,  however, that complete-mix reactors
 with continuous feeding may not  be adequate to meet Class
 A  pathogen  reduction because of the potential for  bypass-
 ing or  short-circuiting of untreated sewage sludge.

 Vector Attraction Reduction
  Vector attraction reduction must  be  demonstrated.  Al-
though all options, except Options 2, 4, and 12 are pos-
 sible, Options  1 and  3 which involve the demonstration of
 volatile solids  loss are the most suitable. (Option 2 is ap-
 propriate only  for anaerobically  digested sludge, and Op-
tion 4 is not possible because it is not yet known  how to
translate SOUR measurements  obtained at high tempera-
tures to 20°C  [68°F].)

 Thermophilically  aerobically digested biosolids  must be
tested  for fecal coliform or Salmonella sp. at the time of
                                                       54

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use or disposal or as it is prepared for sale or distribution.
If digested biosolids are subsequently  composted  or oth-
erwise treated, pathogen testing  for either fecal  coliform
or Salmonella sp. should  take place after processing is
complete.

7.6  Beta Ray  and Gamma Ray Radiation
  Radiation can be used to disinfect sewage sludge.  Ra-
diation 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 po-
tentials in the vicinity of 1 millions volts. Both types of ra-
diation destroy pathogens that they penetrate if the doses
are adequate. The  Part  503 PFRP descriptions  for irradia-
tion systems are:

  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 tempera-
    ture (ca. 20°C [68°F]).

  The  effectiveness of  beta  radiation  in  reducing patho-
gens depends on  the radiation dose, which is  measured in
rads. A dose of 1 megarad  or  more will reduce  pathogenic
viruses, bacteria,  and helminths to  below detectable  lev-
els. Lower doses may  successfully reduce bacteria and
helminth  ova but not viruses. Since organic matter has not
been destroyed with  processing, sewage sludge must  be prop-
erly stored after processing to  prevent contamination.

  Although the two types of radiation  function similarly to
inactivate  pathogens, there are important  differences.
Gamma rays can  penetrate  substantial thicknesses of  sew-
age sludge and can therefore be introduced to sewage
sludge by either piping liquid sewage sludge into a vessel
that surrounds the radiation  source (Figure 7-1)  or by car-
rying composted or dried sewage sludge  by  hopper  con-
veyor to  the  radiation source. Beta rays have limited  pen-
etration ability and  therefore are introduced by  passing a
thin layer of sewage sludge under the radiation  source
(Figure  7-2).

 Vector Attraction Reduction
  Radiation treatment must be followed by vector attrac-
tion reduction. The appropriate options  for demonstrating
vector  attraction reduction are  the same as for  heat treat-
ment (see  Section  7.4),  namely Options 6 to 11.  Options
1-5 are not applicable unless the  sewage  sludge is subse-
quently digested.
Microbiological  Requirements
  Irradiated sewage sludge must be tested for fecal coliform
or Salmonella sp. at the time of use or disposal or as it is
prepared for sale or distribution.

7.7  Pasteurization
  Pasteurization  involves  heating sewage sludge  to above
a predetermined temperature for a minimum  time  period.
For pasteurization, the Part 503  PFRP description is:

  • The temperature of the sewage sludge is maintained
     at 70°C (158°F) or higher for 30 minutes or longer.
             Sludge
              Inlet
      Vent
                                            Sludge
                                            Outlet
Figure 7-1. Schematic representation of cobalt-60 (gamma ray)
            irradiation facility at Geiselbullach, Germany. Source:
            EPA. 1979.
      Input
 (untreated or
 Digested Sludge)
Electron
 Beam
     Constant
     Head Tank
     Underflow
     Weir
     Inclined
     Feed Ramp
                                          Electron Beam
                                             Scanner
             High Energy
             Disinfection
                  Zone
                 Sludge
                leceiving
                   Tank
                                              Output
                                            (Disinfected
                                              Sludge)
Figure 7-2.    Beta ray scanner and sludge spreader. Source: EPA,1979.
                                                        55

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   Pasteurization reduces bacteria, enteric viruses, and  vi-
able helminth ova to below detectable values. Sewage
sludge can be heated by heat exchangers or by steam
injection. Although sewage sludge pasteurization is uncom-
mon in the United States, it is widely used in  Europe. The
steam injection method is preferred because it is more ef-
fective at maintaining even temperatures throughout the
sewage sludge batch  being processed.  Sewage sludge is
pasteurized in batches to prevent recontamination that
might occur in a continuous process. Sewage  sludge must
be properly stored after processing  because the organic
matter has not been  stabilized and therefore odors and
growth of pathogenic bacteria  can occur if sewage sludge
is re-inoculated.

   In theory, quicklime can be used to  meet  the require-
ments for pasteurization of sewage sludge. The water in
the sludge  slakes the  lime, forming calcium hydroxide, and
generates heat.  However, it is difficult to ensure that the
entire mass of sewage sludge comes into contact with the
lime and achieves the required 70°C for 30 minutes. This
is particularly true for dewatered sewage sludges. Pro-
cesses must be  designed to 1) maximize contact between
the lime and the sewage sludge, 2) ensure that adequate
moisture is present, 3) ensure that heat loss is minimal,
and 4) if necessary, provide an auxiliary heat source. Pas-
teurization cannot be  accomplished in open piles.

   In addition,  in order for pasteurization to be  conducted
properly, facility  operators must be trained with regard  to
1) the proper steps to be taken to ensure complete hydra-
tion of the  alkaline  reagent used, 2) the evaluation of the
slaking rate of the lime-based alkaline  material required
for their  particular  process, specifying  the reactivity  rate
required, 3) the proper measurement of pH, 4)  an aware-
ness of the effect of ammonia gassing off and how this
affects the  lime dose,  and 5) the necessity for maintaining
sufficient moisture  in  the sewage sludge/alkaline mixture
during the  mixing process to ensure the complete hydra-
tion of the quicklime and  migration of hydroxyl ions through-
out the sewage sludge  mass. This is to ensure that the
entire sewage sludge  mass is disinfected.

   EPA-sponsored  studies showed  that pasteurization of
liquid sewage sludge at 70°C  (158°F) for 30 minutes inac-
tivates parasite ova and  cysts and reduces the  population
of measurable viruses and  pathogenic  bacteria to below
detectable levels (U.S. EPA, 1979). This process is based
on the pasteurization of  milk which must be heated to  at
least 63°C (145°F)  for at least 30 minutes.

 Vector Attraction Reduction
  Pasteurization  must be followed by a vector attraction
reduction process unless the vector  attraction reduction
conditions  of Option 6 (pH adjustment) have been met.
The  options appropriate for demonstrating vector attrac-
tion reduction  are the same  as those  for heat treatment
(see Section 10.4),  namely Options 6 to  11. Options 1 to 5
are not  applicable  unless the sludge is subsequently di-
gested.
 Microbiological  Requirements
   Pasteurized sludge must be tested for fecal coliform or
 Salmonella sp. at the time of use or disposal or as it is
 prepared for  sale or distribution.  In Europe,  serious prob-
 lems with regrowth of  Salmonella sp. have occurred,  so
 pasteurization is rarely  used now as  a terminal treatment
 process. Pre-pasteurization followed by mesophilic diges-
 tion  has replaced  the use  of pasteurization after digestion
 in many European communities.

 7.8  Equivalent  Processes
   Under Class A  Alternative 6, sewage sludge treated in
 processes that are determined to be equivalent to PFRP
 are  considered to be Class A with respect  to pathogens
 (assuming the treated sewage  sludges also meet the Class
 A microbiological  requirement). Table 11-2 in Chapter 11
 lists  some of  the processes that were  found,  based on the
 recommendation of  EPA's  Pathogen Equivalency Commit-
 tee,  to be  equivalent to  PFRP  under Part 257. Chapter 11
 discusses how the PEC  makes a recommendation of
 equivalency.

 References  and Additional  Resources
 Caballero,  Ross.  1984. Experience at a  windrow
    composting facility: LA County site technology trans-
    fer. US EPA,  Municipal Environmental Research
    Laboratory Cincinnati, Ohio.

 Composting  Council.  1994.  Compost  facility operating
    guide: A  reference guide for composting facility  and
    process  management. Alexandria, Virginia.

 Epstein, Eliot. 1997. The science of composting. Technomic
     Publishing  Company.

 Farrell, J.B.  1992. Fecal  pathogen  control  during
    composting. Presented at International  Composting
    Research  Symposium,  Columbus, Ohio.

 Haug,  Roger  T. 1993. The practical handbook of compost
    engineering. Lewis  Publishers.

 lacaboni,  M.D., J.R. Livingston,  and TJ. LeBrun.  1984.
    Windrow  and  static pile composting of municipal sew-
    age sludges.  Report No.: EPA/600/2-84/122 (NTIS
    PB84-215748).

 U.S. EPA. 1979. Process design  manual for sludge treat-
    ment and disposal. Report No.: EPA/625/1-79/001.
    Cincinnati, OH:  Water  Engineering Research  Labora-
   tory and Center for Environmental Research Informa-
   tion.

 USDA/U.S.  EPA.  1980. Manual for composting sewage
    sludge by the Beltsville aerated-pile method.   Report
    No.: EPA/600/8-80/022.

WEF/ASCE. 1998. WEF Manual of Practice No. 8,  Design
   of  Municipal Wastewater Treatment Plants.  Pub. WEF
    (Alexandria, VA) and ASCE (New York, NY).
                                                      56

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Yankp, W.A.  1987.  Occurrence of pathogens  in distribu-
    tion and marketing municipal sludges. Report No.: EPA/
    600/1-87/014. (NTIS PB88-154273/AS.) Springfield,
    VA: National Technical Information Service.
                                                     57

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                                                  Chapter  8
                         Requirements  for Reducing Vector  Attraction
8.1  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 organism capable of transmitting a pathogen
from one organism to another either  mechanically (by sim-
ply 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 in-
sects, rodents, and birds.

  Suitable methods for measuring vector attraction directly
are  not available. Vector attraction reduction  is accom-
plished  by  employing one of the following:

  • Biological  processes which  breakdown volatile solids,
    reducing the available food nutrients for microbial ac-
    tivities  and odor producing potential

  • Chemical  or physical conditions  which stop microbial
    activity

  •  Physical barriers  between vectors and  volatile solids
    in the sewage sludge

  At the present time there is no vector attraction equiva-
lency committee that evaluates other options for vector
attraction reduction. The creation of one is being consid-
ered. The specific options outlined in the Part 503 regula-
tion  are currently the only available means for demonstrat-
ing vector  attraction reduction.

  The term "stability" is often used to  describe  sewage
sludge.  Although it is associated with vector attraction  re-
duction, stability is not regulated  by the Part 503  Rule. With
regard to sewage sludge, stability is generally defined  as
the point at which food  for rapid microbial activity is  no
longer available. Sewage sludge which  is stable will gen-
erally meet vector attraction reduction  (VAR) requirements.
The  converse is not necessarily true; meeting VAR require-
ments does not  ensure sewage sludge  stability. Because
stability  is also related to odor generation and the contin-
ued  degradation of sewage sludge, it is often considered
an important parameter when producing biosolids for sale
or distribution. Table 8-1 lists some of the common  meth-
ods  for  measuring stability.
Table 8-1. Stability Assessment

     Process
         Monitoring Methods
Composting

Heat Drying

Alkaline Stabilization


Aerobic Digestion


Anaerobic  Digestion
C02 respiration,

Moisture content
                uptake
pH; pH change with storage; moisture;
ammonia evolution; temperature

SOUR; volatile solids reduction, additional
volatile solids reduction

 Gas production; volatile  solids  reduction,
additional volatile solids  reduction
  More information on stability can be found in the WERF
publication, "Defining Biosolids Stability: A Basis for Public
and  Regulatory  Acceptance" (1997).

  The Part 503  regulation  contains 12 options, described
below and summarized in  Table 8-2, for demonstrating a
reduction  in vector attraction of sewage sludge. These re-
quirements are  designed to  either reduce the attractive-
ness of sewage sludge  to vectors (Options  1  through 8
and  Option 12) or prevent the vectors from coming in con-
tact 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 10.

  As mentioned in Chapter 3,  meeting the vector attrac-
tion  reduction  requirements must be  demonstrated sepa-
rately from meeting the pathogen reduction requirements.
Therefore, demonstration of vector attraction reduction
(e.g., through  reduction  of volatile solids  by  38% as de-
scribed below)  does  not  demonstrate  achievement of
pathogen reduction. It should  be  noted  that for  Class A
biosolids,  vector attraction  reduction must be  met after or
concurrent with  pathogen reduction to prevent growth of
pathogenic bacteria.

8.2  Option  1: Reduction in Volatile  Solids
     Content  [503.33(b)(1)]
  This option is  intended for use with biological treatment
systems only.  Under Option 1,  reduction  of vector attrac-
tion is achieved if the mass of volatile solids in the sewage
sludge is reduced by at least 38%. This is the percentage
                                                        58

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Table 8-2.  Vector Attraction Reduction Options

Requirement            What is  Required?
                                                           Most Appropriate For:
Option 1
503.33(b)(1)
At least 38% reduction in volatile solids during
sewage sludge  treatment
Sewage sludge processed  by:
Anaerobic biological treatment
Aerobic biological treatment
Option 2
503.33(b)(2)
Less than 17% additional volatile solids loss during
bench-scale anaerobic batch digestion of the sewage
sludge for 40 additional days at 30°C to 37°C
(86°F to 99°F)
Only for anaerobically digested  sewage sludge that
cannot meet the requirements of Option 1
Option 3
503.33(b)(3)
Option 4
503.33(b)(4)
Less than 15% additional volatile solids reduction during
bench-scale aerobic  batch digestion for 30 additional days
at20°C (68°F)
SOUR at 20°C (68°F) is <1.5 mg oxygen/hr/g total
sewage sludge solids
Only for aerobically digested liquid sewage sludge with
2% or less solids that cannot meet the requirements of
Option  1  —  e.g., sewage sludges treated in extended
aeration plants. Sludges with 2% solids must be
diluted

Liquid sewage sludges from aerobic processes run at
temperatures between 10 to 30 °C. (should not be used
for composted sewage sludges)
Option 5
503.33(b)(5)
Option 6
503.33(b)(6)
Option 7
503.33(b)(7)
Option 8
503.33(b)(8)
Option 9
503.33(b)(9)
Aerobic treatment of the sewage sludge for at least 14
days at over 40°C (104°F) with an average temperature
ofover45°C(113°F)

Addition of sufficient alkali to raise the pH to at least 12
at 25°C (77°F) and maintain a pH >12 for 2 hours and a
pH>11.5 for 22 more hours

Percent solids > 75% prior to mixing with other materials
Percent solids >90% prior  to  mixing with other materials
Sewage sludge is injected into soil so that no significant
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
Composted sewage sludge (Options 3 and 4 are likely
to be easier to meet for sewage sludges from other
aerobic  processes)

Alkali-treated sewage sludge (alkaline materials 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., 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
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 the
                       pathogen reduction process

Option 11               Sewage sludge placed on a surface disposal site must be
503.33(b)(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 > 12 for 30
                       minutes without adding more  alkali
                                                           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
of volatile  solids reduction that can generally be attained
by 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 per-
cent volatile  solids reduction can  include any additional
volatile  solids reduction that occurs  before  the  biosolids
                                              leave the treatment works, such as might occur when the
                                              sewage sludge is processed  on drying beds or in lagoons.

                                               The  starting  point for measuring volatile solids in sew-
                                              age sludge is at  the point  at which sewage sludge enters  a
                                              sewage  sludge treatment process. This can be problem-
                                                                  59

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atic for facilities in which wastewater is treated in systems
like oxidation ditches or by extended aeration. Sewage
sludges  generated in these processes are already sub-
stantially reduced in volatile solids content by their long
exposure to oxidizing conditions in the process. If sewage
sludge removed  from these processes is further treated
by anaerobic or aerobic digestion to  meet VAR require-
ments, it is unlikely that the 38% reduction required to meet
Option 1 can be  met. In these cases,  use of Options 2,3,
or 4 is more appropriate.

  The  end  point where volatile  solids are measured  to cal-
culate  volatile solids losses can be at any point in the pro-
cess.  Because volatile solids continue  to degrade through-
out sewage sludge treatment, it is recommended  that
samples  be taken at the end point of treatment.

  Volatile solids reduction is calculated by a  volatile solids
balance around the digester or by the  Van Kleeck formula
(Fisher, 1984). Guidance on methods of calculation  is pro-
vided in Appendix C.

  Volatile solids reduction is typically achieved by anaero-
bic or  aerobic digestion. These processes  degrade most
of the  biodegradable material to lower activity forms. Any
biodegradable material that remains characteristically de-
grades so slowly  that vectors are  not drawn  to it.

8.3 Option 2:  Additional Digestion of
     Anaerobically  Digested Sewage Sludge
     [503.33(b)(2)I
  Under this option, an  anaerobically digested sewage
sludge is considered to have achieved satisfactory  vector
attraction reduction if it loses less than  17% additional vola-
tile solids when it is anaerobically batch-digested  in the
laboratory  in a bench-scale unit at 30°C to 37°C (86°F to
99°F) for an additional 40 days. Procedures for this test
are presented in Appendix D. As noted in Appendix  D, the
material balance  method for calculating additional volatile
solids  reduction will likely show greater reductions than
the Van Kleeck method.

  Frequently, return activated 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 sub-
sequently treated by anaerobic digestion for a period of
time, they are adequately reduced in vector attraction, but
because they entered the digester with volatile solids al-
ready partially reduced, the volatile solids reduction after
treatment is frequently  less than 38%. The  additional di-
gestion test is used to demonstrate that these  sewage slud-
ges are indeed satisfactorily reduced in vector attraction.

  It is  not necessary to  demonstrate that Option 1 cannot
be met before using Option 2 or 3 to comply with VAR
requirements.

  This  additional anaerobic digestion test may have utility
beyond use for sewage sludge from the classical anaero-
bic digestion process.  The regulation states that the test
can  be used for a previously anaerobically digested sew-
age  sludge. One possible application is for sewage  sludge
that is to be removed from a wastewater lagoon. Such
sewage sludge may have been stored in such a lagoon for
many years, during which time it has undergone anaero-
bic digestion and lost most of its volatile  solids. It is only
recognized by  the regulations  as a sewage sludge when it
is removed from the lagoon.  If it were to be further pro-
cessed by anaerobic digestion,  the likelihood of achieving
38% volatile solids  reduction  is very  low. The  additional
anaerobic digestion test which  requires a long  period of
batch digestion at temperatures between 30°C  and 37°C
would seem to be an appropriate test to determine whether
such a sewage sludge has the potential to attract vectors.

8.4  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 sat-
isfactory vector attraction reduction if it loses less than 15%
additional volatile solids when it is aerobically batch-di-
gested in the laboratory in a bench-scale unit at 20°C  (68°F)
for an  additional 30 days. Procedures for this test and the
method for calculating additional volatile solids destruc-
tion 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  di-
gested at 20°C (68°F).  Liquid sludges with greater than
2% solids can be diluted to 2% solids with unchlorinated
effluent, and the test can then  be run on the diluted sludge.
This  option should not be used for non-liquid sewage sludge
such as dewatered  cake or compost.

  This option is appropriate for aerobically digested sew-
age  sludges that cannot meet the  38% volatile solids re-
duction required by Option 1.  These include sewage slud-
ges from extended  aeration and oxidation  ditch processes,
where  the nominal  residence time of sewage sludge leav-
ing the wastewater treatment  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.

  As was suggested for the additional  anaerobic digestion
test,  the additional  aerobic digestion test may have appli-
cation to sewage sludges that have been aerobically treated
by other means than classical aerobic digestion.

8.5 Option 4: Specific Oxygen Uptake Rate
     (SOUR) for Aerobically Digested
     Sewage Sludge [503.33(b)(4)]
  For an aerobically digested  sewage sludge  with  a total
solids content equal to or less than 2% which has been
processed at a temperature  between 10°- 30°C, reduc-
tion in vector attraction can also be demonstrated  using
the SOUR test. The SOUR of the sewage sludge to be
used or disposed must be less than or equal to 1.5  mg of
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 oxygen  per hour per gram of total sewage sludge solids
 (dry weight basis) at 20°C (68°F).i This test is based on
 the fact that if the aerobically treated sewage sludge con-
 sumes very little oxygen, its value as a food source for
 vectors is very low and therefore vectors are unlikely to be
 attracted  to it. Frequently aerobically digested  sewage slud-
 ges are circulated through the aerobic biological waste-
 water treatment  process 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 dem-
 onstrate 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. The SOUR  test
 should not  be used  on  sewage sludge  products  such as
 heat or air dried  sludge or compost. Because  of the reduc-
 tion of microbial  populations that occur in  these processes,
 the SOUR results are not accurate and should not be used.
 SOUR testing on sewage sludges with a total solids con-
 tent below 0.5%  may give inaccurately high results. Farrell,
 et al.  (1996) cite the work of several investigators indicat-
 ing such  an effect. Farrell, et al. (1996) also note that stor-
 age for up to two hours did not cause a  significant change
 in the SOUR measurement. It is therefore  suggested  that
 a dilute sewage sludge could be thickened to  a solids con-
 tent less  than 2% solids and then  tested,  provided that the
 thickening period is  not in excess of two hours.

  The  SOUR  test requires  a  poorly defined  temperature
 correction at temperatures differing substantially from 20°C
 (68°F). SOUR cannot be applied  to sewage sludges di-
 gested outside the 10-30°C range (50-86°F). The actual
 temperature of the sewage sludge tested  cannot be ad-
 justed because temperature changes can cause short-term
 instability in the oxygen uptake  rate (Benedict,  et al. (1973);
 Farrell, et al.  [1996]),  and this would invalidate the results
 of the test.  Guidance on performing the SOUR test and on
 sewage sludge-dependent factors are provided in Appen-
 dix D.

   It should  be noted  that the limit  on the use  of the SOUR
 test for sewage  sludges at different solids and  tempera-
 ture levels is due to the lack of research and data on differ-
 ent sewage sludges. EPA encourages the  collection  of
 SOUR data for different sewage sludges so that  at some
 point,  Option 4 may be expanded to include more sewage
 sludge materials.
1 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 as-
 sumed that it is the volatile matter in the sewage sludge that is being oxidized. The
 SOUR definition in Part 503 is based on the total solids primarily to reduce the
 number of different determinations needed and for consistency with application
 rates, which are measured in total solids per unit area. Generally, the range in the
 ratio of volatile solids to total solids in aerobically digested sewage  sludges is not
 large. The 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.
8.6 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, but not exclu-
sively, to composted  sewage sludge. These processed
sewage sludges generally  contain substantial amounts of
partially decomposed organic bulking agents, in addition
to sewage sludge. This option must be used for composted
sewage sludge; other options are either not appropriate or
have not adequately  been investigated for use with com-
post.

  The  Part 503 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 as long as temperature  requirements can
be  met and  the sewage sludge is maintained  in an aerobic
state for the treatment period, but other methods such as
Options 3 and 4 are likely to be easier to meet  for these
sewage sludges.

  If composting is  used to comply with Class A  pathogen
requirements, the VAR time-temperature regime  must be
met along with or  after compliance with  the  pathogen re-
duction time-temperature  regime.

8.7 Option 6: Addition of Alkali
     [503.33(b)(6)]
  Sewage sludge  is  considered to have undergone ad-
equate vector attraction reduction 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

  pH should be measured in a  slurry at 25°C.  For more
information  on making a  slurry,  see Section 10.7. Either
sewage sludge samples  may be taken and heated or
cooled to  25°C  or  results  can be adjusted based on the
ambient temperature where pH  is measured and the fol-
lowing calculation:
Correction Factor = 0.03 pH unitsX (Tmeas-25°C)

                            1.0°C

 Actual pH  =  Measured  pH +/- the Correction  Factor

  T = Temperature measured
       Example of Using the pH Correction Factor
  If the measured pH is 12.304 at 30°C, the actual pH can
  be calculated as follows:

  Correction Factor = 0.03 x (30-25) = +0.15
  Actual pH = 12.304+ 0.15 = 12.454
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  It should  be noted that temperature compensation de-
vices  on pH meters correct only for variations  in the con-
ductance of pH probes, and not for the variability in solu-
tion concentration. Therefore,  the  temperature correction
noted above should be applied to pH measurements, even
if a pH  meter  with temperature settings is used.

  As  noted  in  Section 5.6, the term "alkali" means a sub-
stance  that causes  an increase in pH.  Raising sewage
sludge  pH  through alkali addition  reduces vector attrac-
tion by  reducing  or stopping biological activity. However,
this reduction  in biological activity is not permanent. If the
pH drops, surviving bacteria become biologically active and
the sewage sludge will again putrefy and potentially at-
tract vectors. The more soluble the alkali, the less likely  it
is that there will be an excess present when a pH of 12 is
reached. Consequently, the  subsequent  drop  in pH with
time will be more  rapid than if a less soluble alkali is used.

  The conditions  required under this option  are designed
to ensure that  the sewage sludge can be stored for at least
several  days at the treatment works, transported, and ap-
plied  to soil without the pH falling to the  point where bio-
logical activity  results in vector attraction.  The requirement
of raising the  pH to 12 increases the probability that the
material will be used before pH  drops to a level at  which
putrefaction can  occur. The requirements for pH adjust-
ment  of domestic septage are less stringent because it is
unlikely  that septage  haulers  will hold domestic septage
for long periods of time.

  Raising the pH to 12 and  maintaining this  pH  for two
hours and a pH of 11.5 for an  additional 22 hours ensures
that the pH  will stay at adequately high  levels to prevent
putrefaction  before disposal  in  all  but  unusual cases.  In
any event, it is prudent in a timely manner to apply sludge
in a thin layer  or  incorporate it into  the soil for the preven-
tion of odors and vector attraction.

  More  information on alkali  addition  and measurement of
pH are  included in Chapter 10.

8.8 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 reduction must be achieved by removing water,
not  by adding  inert materials.

  It is important that the sewage sludge not contain
unstabilized solids because the partially degraded food
scraps likely to be present in such a sewage sludge could
attract birds, some mammals,  and  possibly insects, even
if the  solids  content of the sewage sludge exceeds 75%.
  The way dried sewage sludge is handled or stored be-
fore use or disposal can create or prevent vector attrac-
tion. If dried sewage sludge is  exposed to high humidity,
the outer surface of the sewage sludge could equilibrate
to a lower solids content and attract vectors. Proper man-
agement should be conducted  to prevent this from  hap-
pening.

8.9 Option  8:  Moisture Reduction of
     Sewage Sludge  Containing  Unstabilized
     Solids  [503.33(b)(8)]
  Vector attraction of any sewage sludge is considered to
be  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 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 at-
tract vectors.

  Because sewage sludge meeting  vector attraction re-
duction with this  option may contain unstabilized  solids,
material that absorbs moisture or is rewet may putrefy and
attract vectors. Proper storage and use of this material
should be considered in order to prevent potential patho-
gen growth and vector attraction.

8.10  Option 9:  Injection [503.33(b)(9)]
  Vector attraction reduction can be achieved by injecting
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 sewage  sludge,
which reduces  the mobility and odor of the sewage sludge.
Odor is usually present at the site during the injection pro-
cess, but it quickly dissipates when injection is complete.

  The  special  restriction requiring injection within 8 hours
for  Class A sewage sludge is  needed because these sew-
age sludges are likely devoid of actively growing bacteria
and are thus an ideal  medium for growth of pathogenic
bacteria  (see  Section 4.3).  If pathogenic bacteria are
present (survivors  or  introduced by  contamination), their
numbers increase  slowly for the first 8 hours after treat-
ment, but after this period, their numbers can rapidly in-
crease. This kind  of explosive growth is not likely  to hap-
pen with Class B sludge because high densities  of non-
pathogenic bacteria are  present which suppresses the
growth of pathogenic bacteria.  In addition, the use of Class
B biosolids requires site restrictions which reduce  the risk
of public exposure to  pathogens. Consequently, this spe-
cial requirement is not needed for Class B biosolids
                                                       62

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

  When applied at agronomic  rates,  the  loading of sew-
age sludge solids typically is about 1/100th or less of the
mass of soil  in the  plow layer (approximately the top six
inches of soil). 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 vec-
tors 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 that have not already met the vector  at-
traction reduction requirements of the regulation by one of
the other options.

  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 com-
plete 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.

8.12   Option 11: Covering Sewage Sludge
         [503.33(b)(11)]
  Under this  option, sewage sludge placed on a surface
disposal site must be covered with soil or  other material at
the end of each operating day. Daily covering reduces vec-
tor  attraction  by creating a  physical  barrier  between the
sewage sludge and vectors, while environmental factors
work to reduce pathogens.

8.13   Option 12: Raising the pH of
        Domestic  Septage [503.33(b)(12)]
  This option applies only to domestic septage applied to
agricultural land, forest, a reclamation site, or surface dis-
posal site. Vector attraction  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 pathogen reduction for domes-
tic septage-see Section 5.6.) When this option  is used,
every container (truckload)  must be monitored to demon-
strate that it  meets the requirement. As noted in Section
5.6, "alkali" refers to a substance that causes an increase
in pH.

  This  vector attraction  reduction requirement is slightly
less stringent than the alkali  addition requirement for sew-
age sludge. The method is geared to the practicalities of
the use or disposal of domestic septage, which is typically
treated  by  lime addition in the domestic septage hauling
truck. The treated septage is typically applied to the land
shortly after lime addition.  During the  very short time inter-
val, the pH is unlikely to fall to a level at which  vector  at-
traction  could occur.

   If domestic septage is not applied soon after pH adjust-
ment, it is recommended that pH be retested, and addi-
tional alkali be added to the domestic septage to raise the
pH to 12 if necessary. Alternatively, if pH  has dropped and
the domestic septage begins  to putrefy,  it is advisable to
cover or incorporate the domestic septage in order to pre-
vent vector  attraction.

8.14    Number of Samples and Timing
   Unlike pathogenic bacteria,  volatile  solids  cannot regen-
erate once they are destroyed,  so samples can be taken
at any point along the process. However, since volatile
solids are destroyed throughout treatment, it is recom-
mended that samples be taken  at the end of processing.

   Facilities which use Option 2 or 3 to demonstrate vector
attraction reduction  must schedule sampling to leave ample
time to complete the laboratory tests before sewage sludge
is used or disposed.  A suggested procedure would be to
take several samples at evenly spaced time intervals dur-
ing the  period between the required monitoring dates and
calculate running averages comprised  of at least  four  vola-
tile solids results. This has the advantage  of not basing
the judgement that the process is  performing adequately
(or inadequately) on one or two measurements that could
be erroneous because of experimental error or a poorly
chosen  sample inadvertently taken  during a brief process
upset.  It also provides an important  quality control mea-
sure for process operations. Since the Part 503 regulations
do not specify a sampling program, it  is recommended that
sewage sludge preparers  consult with the regulatory au-
thority with regard  to sampling schedules.

8.15 Vector Attraction Reduction
      Equivalency
   Many of the  vector attraction  reduction tests are time
consuming  and inconvenient, particularly for small treat-
ment plants that do not have a laboratory. Efforts to define
new, simpler methods for  measuring  vector attraction are
on-going.

   Since it is infeasible to measure the actual attraction  of
vectors,  given the large number of variables, methodology
development must continue to focus on the  cause of vec-
tor attraction, namely the availability of a food source (vola-
tile solids) or odor. The tests to measure the attractants
may vary depending on the technology by which the sew-
age sludge is processed.

   Some of the  parameters which might be used to mea-
sure vector attraction may  include gas production or mea-
sures of microbial activity. For example,  several methods
                                                       63

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which measure carbon dioxide evolution or  reheating  po-
tential are currently in  use  to measure compost stability,
but these methods must be examined more  closely to de-
termine if they can be applied to other forms of sewage
sludge and if results can be adequately correlated to vec-
tor  attraction.

  The  responsibility to eventually develop additional vec-
tor  attraction  reduction test protocols lies with the scien-
tific community and the sewage sludge industry. Since there
is currently no standard procedure for considering VAR
equivalency, new methods must be submitted to the EPA
for  consideration and  potential  inclusion  in the next rule-
making  effort.

References and  Additional  Resources
Benedict, A.M. and D.A. Carlson. 1973. Temperature ac-
    climation in aerobic bio-oxidation systems.  Jour.
    WPCF: 45(1): 10-24. January.

Farrell, Joseph B.,  Vinayak Bhide, and James E. Smith, Jr.
    1996. Development of EPA's new methods to quantify
    vector attraction  of wastewater  sludges. Water Envi-
    ronment Research, Volume  68,  Number 3.

Fisher,  WJ.  1984. Calculation  of volatile solids destruc-
    tion during sludge digestion. Pp  514-528 in Bruce, A.,
    ed Sewage sludge  stabilization  and disinfection. Pub-
    lished for Water Research Center. Chichester,  England:
    E.Harwood, Ltd.

Smith, J.E.,  Jr. and J.B. Farrell. Vector attraction reduc-
    tion issues associated  with the  Part 503 Regulations
    and Supplemental Guidance,  Proceedings of the Wa-
    ter Environment Federation's Conference, "Interna-
    tional Management of  Water and Wastewater Solids
    for the 21st Century: A Global perspective, June 19-
    22, 1994, Washington,  DC, pp 1311-1330.

Switzenbaurm, Michael S., L.H.  Moss, E. Epstein, A.B.
    Pincince, J.F. Donovan. 1997. Defining biosolids  sta-
    bility: a  basis for public and  regulatory acceptance.
    Water Environment Research Foundation.

WEF/ASCE. 1998. WEF Manual of Practice No. 8, Design
    of Municipal Wastewater Treatment Plants. Pub. WEF
    (Alexandria, VA) and ASCE (New York, NY).

WERF. 1997. Defining biosolids stability: A  basis for public
    and regulatory acceptance. Pub.  WERF. Alexandria,
    VA.

U.S. EPA. 1992. Technical  support document for  reduction
    of pathogens and vector attraction in  sewage sludge.
     EPA/822/R-93/004.  EPA, Washington,  DC.
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                                                Chapter 9
                       Sampling  Procedures and Analytical Methods
9.1  Introduction
  Many of the Part 503 Subpart D pathogen and vector
attraction reduction  requirements call for  monitoring and
analysis of the sewage sludge to ensure that  microbiologi-
cal  quality and vector attraction reduction meet specified
requirements (see Chapters 4 to 6 for a description of the
requirements).The purpose of this chapter is to describe
procedures for obtaining  representative samples and en-
suring their quality and integrity. It also summarizes the
analytical methods required  under Part 503, and  directs
the  reader to other sections of this  document that describe
some of those methods.

  Sampling personnel will also benefit from  reading ex-
panded presentations on the subject.  "Standard Methods"
(APHA, 1992), "Principles  of  Environmental Sampling"
(Keith, 1988),  "Samplers and  Sampling  Procedures for
Hazardous Waste Streams" (EPA, 1980), "Sludge Sam-
pling and Analysis Guidance  Document" (EPA, 1993) and
ASTM  Standard  E 300-86, "Standard Practice for Sam-
pling Industrial  Chemicals" (ASTM, 1992a) are highly rec-
ommended. The  latter publication provides  an in-depth
description of available sampling 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  inappropriate 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 contamination  during sampling.

9.2  Laboratory  Selection
  A very important, but often  overlooked component  of
pathogen and vector attraction  monitoring is  selecting an
appropriate analytical laboratory. The  analysis of sewage
sludge  or biosolids for indicator and pathogenic  organisms
is more complex than water analysis.  Solid samples such
as biosolids are  prepared differently than water samples
and  also typically  contain  a much  higher  background mi-
crobial  population  than water contains. Biosolids products
such as  compost can  be very heterogeneous, requiring
special sample preparation procedures.  It  is therefore im-
portant to use  a  laboratory that has developed  an exper-
tise through the routine analysis  of  biosolids  products.
Regional and state sludge coordinators  should be  con-
tacted for assistance in selecting a qualified laboratory.
  To ensure  that a laboratory has adequate  experience
with  biosolids analyses,  the  following  information should
be obtained and reviewed.

  • For how long has the laboratory been analyzing
    biosolids for the specified parameters?

  • Approximately how many  biosolids samples does the
    laboratory analyze per week or month?

  • For how  many wastewater treatment facilities is  the
    laboratory conducting the specified analyses?

   • A list of references.

   • Does the laboratory have a separate and distinct mi-
    crobiology lab?

   • Does the laboratory have microbiologists on staff?
    Request and  review their  resumes.

   • Who will actually  perform the analyses?

   • Is the laboratory familiar with the analytical procedures
    including  sample  preparation, holding times, and  QA/
    QC protocols?

  A laboratory tour and reference check are also  recom-
mended. A good laboratory should be  responsive, provid-
ing requested technical information in a timely manner. It
is the biosolids  generator's responsibility to provide accu-
rate  analytical results. Consequently, the selection of an
appropriate laboratory is an important  component of  de-
veloping a  biosolids monitoring plan.

9.3  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 appro-
priate precautions. Safety precautions that should be taken
when sampling  and when analyzing the samples are dis-
cussed  in Standard Methods  (APHA,  1992) in Sections
1060A  and 1090C.

  Individuals  performing  sampling  (usually employees of
wastewater  treatment works) should receive training in  the
microbiological hazards of sewage  sludge and in safety
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precautions to take when sampling. Laboratory personnel
should be aware that the outside of every sample con-
tainer is probably contaminated with  microorganisms, some
of which may be pathogens. Personal hygiene and labo-
ratory cleanliness  are also  extremely important.  Several
safety practices  that should be standard procedures dur-
ing sample collection  and analysis are:

   • Gloves  should be worn when  handling or sampling
    untreated sewage sludge or  treated biosolids.

   • Personnel taking the samples should clean sample
    containers,  gloves, and hands before delivering the
    samples to  others.

   • Hands should be washed frequently and  always  be-
    fore eating, smoking, and other activities  that involve
    hand-to-mouth contact.

   • Photocell-activated  or  foot-activated hand washing
    stations are desirable to reduced spreading of con-
    tamination to others.

   • Employees  should train themselves to avoid touching
    their lips or eyes.

   •  Mouth pipetting should be forbidden.

   •  Smoking should  not be allowed inside the lab.

   Employees  involved in  sample  collection (or any other
activity where they are exposed to wastewater or sewage
sludges) should review their immunization history. At a
minimum, employees should be  immunized against teta-
nus.  However, employees should consider  immunization
for other diseases, particularly hepatitis A and  B. Employ-
ees should also  consider having a blood sample analyzed
to determine if they  still have active antibodies for the vari-
ous immunizations they received  as children.

   Personnel  analyzing sewage sludge  or biosolids samples
should receive training in awareness  and  safety concern-
ing biohazards.  Because microbiological laboratories have
safety programs, this subject is not covered in  depth here.
A facility's sampling plan should  include a section  on  mi-
crobiological hazards  and appropriate safety practices or,
alternatively, refer the reader to another document where
this information  is  presented.

9.4  Requirements for Sampling Equipment
     and Containers

Containers
  Sampling containers may be of glass or plastic that does
not contain a  plasticizer  (Teflon, polypropylene, and poly-
ethylene are  acceptable).  Plastic bags are especially use-
ful for thick  sewage sludges and  free-flowing solids. Pre-
sterilized bags are  available. Stainless steel containers  are
acceptable, but steel  or zinc coated steel vessels are  not
appropriate.  In addition to providing  guidance on appropri-
ate containers for specific  analyses,  private analytical labo-
ratories will typically provide  sample  containers  at no cost.
Sampling containers used  for microbiological analyses
should be sterile. Sampling tools that come in contact with
the actual sample should be  constructed of stainless steel,
which is easily cleaned, and sterilized. Tools made of wood,
which is difficult to  sterilize because  of porosity, should not
be used.

Equipment
  The sampling equipment used is primarily dependent
on the type of material being sampled. For relatively high
solids content biosolids, a hand  trowel or scoop may be
adequate, whereas,  collecting stratified samples from a
lagoon requires more sophisticated and specialized equip-
ment. Automated sampling equipment, as commonly used
for wastewater, should not be used.  Such equipment can
cause solids separation during sampling and  is  difficult to
clean,  resulting in  cross contamination. Sampling  equip-
ment should be constructed of non-corrosive materials,
such as stainless steel, Teflon, or glass, that can be thor-
oughly cleaned. Sampling equipment should  be  dedicated
for this task and should not be used for other applications.
Equipment should  be cleaned well  with detergent and a
nylon scrub brush  after each use and stored inside  in a
dedicated location. The types of sampling  equipment and
their applications are presented in Table 9-1. The use of
this equipment is discussed in greater detail in  Sections
9.6 and 9.7.

Sterilization
  The containers and tools used for sampling  must be ster-
ilized if the biosolids  product is to be analyzed for Class A
microbiological parameters. Alternatively, pre-sterilized,
disposable scoops,  and other sampling devices can be
purchased, alleviating the need to  sterilize sampling equip-
ment. Conservative microbiological practice  also requires
sterilization of containers and sampling tools  used for col-
lecting samples to be tested for  meeting the Class  B re-
quirements.  Sample  containers and  equipment should be
scrupulously cleaned prior to actual  sample collection. Af-
ter the samples are collected, the sampling equipment
should be cleaned  well with soap and water and put away
until  the  next  sampling event. Equipment should be dedi-
cated to  sampling  and not used for other activities. Only
equipment that touches the  actual sample must be steril-
ized. Equipment such as shovels or heavy equipment used
to access a  sludge pile interior does  not need to be steril-
ized, but  should be clean, as  long as another sterile sample
collection  device (such as a hand trowel) is used to  ac-
cess and  collect the  actual sample.  Sterilization is not re-
quired when collecting samples of sewage  sludge to be
used in vector attraction reduction tests,  but all equipment
must be  clean.

  Either steam or a sterilizing solution such as sodium
hypochlorite (household bleach) should be used for  steril-
izing  equipment. If bleach  is used, equipment must be
rinsed  thoroughly in order to prevent residual bleach from
having an effect on the microbial population in the sample.
Equipment should be thoroughly washed with water, soap,
and a  brush prior to sterilization. If  an autoclave or large
                                                        66

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Table 9-1. Equipment  Used  for Collecting Sewage Sludge Samples

 Equipment
                                        Application
 Composite Liquid Waste
 Sampler (Coliwasa)
 Weighted Bottle




 Dipper



 Sampling Thief





 Trier




 Auger



 Scoops and Shovels
The Coliwasa is a device employed to sample free-flowing sewage sludges contained in drums, shallow tanks, pits,
and similar containers. It is especially useful for sampling wastes that consist of several immiscible liquid phases.
The Coliwasa consists of a glass, plastic, or metal tube equipped with an end closure that can be opened and closed
while the tube is submerged in the material to be sampled.

This sampling device consists of a glass or plastic bottle, sinker, stopper, and a line that is used to lower, raise, and
open the bottle. The weighted bottle is used for sampling free flowing sewage sludges and is particularly useful for
obtaining samples at different depths in a lagoon.  A weighted bottle with line is built to the specifications in ASTM
Method D270 and E300.

The dipper consists of a glass or plastic beaker clamped to the end of a two- or three-piece telescoping aluminum or
fiberglass pole that serves as the handle. A dipper is used for obtaining  samples of free flowing sewage sludges that
are difficult to access. Dippers are not available commercially and must be fabricated.

A thief consists of two slotted concentric tubes, usually made of stainless steel or brass. The outer tube has a conical
pointed tip that permits the sampler to penetrate the material being sampled. The inner tube is rotated to open and
close the sampler. A thief is used to sample high  solids content materials such as composted and heat dried biosolids
for which particle  diameter is less than one-third the width of the slots. Thief samplers are available from laboratory
supply companies.

A trier consists of a tube cut in half lengthwise with a sharpened tip that allows the  sampler to cut into sticky materials
such as dewatered cake and lime stabilized  biosolids. A trier samples moist or sticky solids with a particle diameter
less than one-half the diameter of the trier. Triers 61 to 100 cm long and 1.27 to 2.54 cm in diameter are available
from  laboratory supply companies

An auger consists of sharpened spiral blades attached to a hard metal central shaft. An auger can be used to obtain
samples through a cross section of a biosolids stockpile. Augers are available at hardware and laboratory supply
stores.

Scoops are used  to collect samples from sewage sludge or biosolids stockpiles, shallow containers, and conveyor
belts. Stainless steel or disposable plastic scoops are available at laboratory supply houses. Due to the difficulty of
sterilizing shovels and other large sampling equipment, this type of equipment should only  be used  for accessing the
center of stockpiles and should not be used for collecting the actual sample.
pressure cooker is available, enclose  the  sampling tool in
a  kraft paper  bag and place the bag in the autoclave. A
minimum period of 30  minutes at a temperature of 12TC
is required for sterilization.  The kraft paper bag  keeps the
sampling device from  becoming contaminated in the field.
A steam cleaner can also be used to sterilize sampling
equipment. Place the equipment in  a heat resistant plastic
bucket and direct steam onto the equipment for a  mini-
mum of 10 minutes.  When done, place the sterilized equip-
ment in a kraft paper bag.

   Many facilities do  not have an autoclave or steam clean-
ing equipment and will  need to use a  sterilizing solution to
sterilize equipment.  A 10% household bleach solution (1
part bleach, 9 parts water) is readily available and works
well.  However, bleach  is corrosive  and may also affect the
microbial population  of a sample and does need to be ad-
equately removed  from the equipment prior to sample col-
lection. Make up the  10% solution in a  clean plastic bucket.
Immerse each piece of clean equipment in the solution for
a minimum contact time of  a minute.  Rinse the equipment
in another bucket containing sterile or boiled water. Let
the equipment air dry for a  few minutes or dry with sterile
paper or cloth towels. After drying, place the  equipment in
a paper bag. Sterile  plastic  bags obtained  from a scientific
equipment supplier can also be used for short-term sterile
equipment  storage.
                                      9.5 Sampling  Frequency and Number of
                                           Samples Collected
                                       The primary objective  of biosolids monitoring is to as-
                                      sure that all of the biosolids produced meet the regula-
                                      tory requirements related  to land application. It is obviously
                                      not feasible to sample and analyze every load of biosolids
                                      leaving a facility,  nor is it  necessary.  However, a sampling
                                      plan does need to adequately account for the variability of
                                      the biosolids. This entails collecting samples at an adequate
                                      frequency and  analyzing a sufficient number of samples.
                                      The minimum  sampling frequency  and number of samples
                                      to be analyzed are shown in 40 CFR Part 503. As shown
                                      in Table 3-4, the sample collection frequency is determined
                                      by  the amount of biosolids used or disposed.

                                       The number of samples which must be analyzed for com-
                                      pliance with Class  A microbiological  parameters is not
                                      specified, however,  it is strongly recommended that  mul-
                                      tiple samples per  sampling event be analyzed for biosolids.
                                      The number of samples taken  must be sufficient  to ad-
                                      equately represent biosolids quality.  It must be noted that
                                      for  Class A biosolids, analytical  results are not averaged:
                                      every  sample  analyzed  must  meet  the Class  A require-
                                      ments.: "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.
                                                            67

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bacteria in sewage sludge must be less than 3 MPN per 4
grams of  total solids (dry weight basis)."

  To meet  Class B Alternative  1  requirements,  seven
samples must be taken and the geometric mean of results
must meet the 2.0 x 106 MPN fecal  coliform per dry gram
limit (see  Chapter 5). It is recommended that the samples
be  taken  over a two-week period in order to adequately
represent  variability in the sewage sludge.

  The actual sampling and analysis protocol is typically
developed by the facility and reported to the regulatory
authority, which can require a more stringent sampling and
analysis protocol than that stipulated in the Part 503 regu-
lation. In some cases, the regulatory authority may initially
require a  more  stringent monitoring schedule  which  may
be  relaxed once product consistency  is established. The
biosolids preparer should carefully consider the treatment
process,  analytical  variability, end-use, and other  factors
when determining  the frequency and number  of samples
to be analyzed. Collecting samples more frequently  or
analyzing more samples will help to ensure the product
meets the regulatory criteria and that pathogen and vector
attraction  reduction goals  have been met.  More informa-
tion on this subject is available  in  Chapter  10.

  It is recommended that additional sampling be conducted
for  heterogeneous biosolids products. A single grab sample
may adequately represent the sewage sludge in a digester
that is being mixed, but  might  not adequately represent
several hundred yards of compost product  stored in  sev-
eral stockpiles. Likewise, a facility that conducts a single
annual analysis should  consider  more frequent monitor-
ing, particularly if the analytical results from the annual
analysis are near the regulatory  limit. It is a facility's re-
sponsibility and in the facility's  best interest to develop a
monitoring plan that assures product quality.

9.6 Sampling Free-Flowing  Sewage
     Sludges
  Sewage sludges below about 7% solids behave, at worst,
like moderately viscous liquids  such as an  SAE 20 lubri-
cating oil.  They flow freely under small pressure gradients,
and flow readily into a sample  bottle. They are heteroge-
neous, and  concentration  gradients develop upon  stand-
ing. Generally settling is slow and is overcome by good
mixing.

  Liquid sewage sludges may be flowing in pipes,  under-
going processing, or stored in concrete or metal tanks,  in
tank cars  or tank trucks, or in  lagoons. This section de-
scribes procedures for sampling from these various situa-
tions,  except for lagoons, which are discussed in Section
9.7.

Filling Containers
  Liquid sewage sludge  samples are usually  transferred
into wide mouth bottles or flexible  plastic containers. Sew-
age sludges can generate gases,  and pressure may build
up  in the  container. Consequently, the bottle or container
 is generally not filled. If the sewage 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 respira-
 tion of the microorganisms in the sewage sludge. Con-
 versely, if the sewage sludge is to be used for the addi-
 tional anaerobic  digestion test for vector attraction reduc-
 tion, it is important that it not be exposed to oxygen more
 than momentarily. Consequently, sample bottles  must be
 completely filled  to  the top.  Bottles should  have closures
 that can pop off, or else be made of flexible plastic that
 can both stretch and assume a spherical shape to relieve
 any internal pressure that develops.

   The containers used  to collect the samples  can be
 widemouth 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 sam-
 pling location. Preferably, the transfer  should be made by
 use of a ladle rather than by pouring, since some settling
 can occur in the pail, particularly with primary or mixed
 sewage sludges of solids contents below about 3%.

 Collecting  Liquid Sewage Sludge Samples
   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 down-
 stream of a pump that serves to mix  the sewage sludge
 thoroughly. Ideally,  the sample  is taken through  a probe
 facing upstream in the center of the discharge pipe and is
 withdrawn at the velocity of the liquid  at the center-line of
 the pipe. This  approach generally is not possible with sew-
 age sludge, because fibrous deposits can 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  downstream 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 sewage  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. The
 container should  be large  enough to catch the  whole dis-
 charge during the sampling  interval,  rather than,  for  ex-
 ample, just sampling the center or the edge of the dis-
charge.  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.

  The collection of a representative sample  often  requires
the use  of time compositing procedures.  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
                                                       68

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samples should be brought back to the laboratory and
composited into a single sample. If the sample is being
analyzed for bacteria, viruses,  or vector attraction  reduc-
tion, the  composite should be prepared within an hour of
collecting the first  individual grab sample. A  longer time
period might allow microbiological changes to occur in the
first sample taken. Composite sampling  over  24 hours is
possible for viable  helminth  ova  analysis, provided that the
ova in the sample  are not exposed to chemical or thermal
stress such as temperatures above 40°C (KMT)  or cer-
tain chemicals such as ammonia, hydroxides, and oxidants.

Sampling Sewage Sludge in  Tanks
  The purpose of the sampling is to determine the proper-
ties of the entire mass of the sewage sludge,  rather than,
for  example, to find out if there is a gradient in 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.  Large tanks, even  if
they are  well-mixed, have the potential for developing gra-
dients  in  composition. An enclosed tank such as an anaero-
bic digester must  be sampled  through pipelines  entering
the digester. A minimum of three taps  on  a side wall of the
enclosed tank  is  recommended. The sample tap pipe
should project several feet into the  tank.  Precautions must
be  taken to minimize contamination  from sample collec-
tion lines. When a sample is taken, enough material must
be  withdrawn to thoroughly flush  the line before the sample
is collected. This helps  flush  any contaminants  in the
sample line and assure that a  representative sample is
collected from the tank. The sample line should be back-
flushed with water after the sample is withdrawn to clean
out residual sewage sludge and prevent microbial growth.
Sampling should be conducted when the tank is  being
agitated.  An open tank such as an aerobic digester can be
sampled  by drawing a vacuum  on a vacuum-filtering flask
connected to a rigid tube lowered to the desired level in
the tank.  A weighted sampling bottle may also be used to
sample the  liquid at the desired depth in the tank (see  ASTM
E30086,  Par. 21, in ASTM [1992a]).

9.7 Sampling  Thick Sewage Sludges
  If sewage sludges are above 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 in lagoons to 15%
solids. At these concentrations, they will not flow easily
and require a substantial hydrostatic head before they will
flow into  a  sample bottle.

  Sampling of sewage  sludge stored in  lagoons may be
very difficult, depending on the objectives of sampling and
the nature of the sewage  sludge in the lagoon. The thick-
ened sewage sludge solids are generally nonuniformly dis-
tributed in all three dimensions.  It is desirable  first to map
the distribution  of  depth with length and width to deter-
mine where the  sampling should  be concentrated. A length-
width  grid should  be  established that  takes the
nonuniformity of the solids deposit into account. ASTM
E300-86,  Figure 19 (ASTM, 1992a),  shows a grid for sam-
pling a uniform deposit in a railroad car.

  The layer of water over the sewage sludge complicates
the use of many types of tube samplers  because the over-
lying water should not  be  included  in the sample. A thief
sampler  (ASTM,  1992a) that samples only the sewage
sludge layer may be useful. Weighted bottle samplers
(ASTM,  1992a)  that can be opened at a given  depth can
be used to collect samples at a desired depth. Samples at
three depths can be taken  and composited. Most likely the
sewage sludge will be as much as  twice as high in solids
content at the bottom of the sewage sludge layer as at the
top. Compositing  of equal  volumes of samples from top,
middle, and  bottom 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 for  microbiological and VAR parameters, because
there is no practical way of separately removing layers of
sewage sludge from a  lagoon. Determining whether there
are gradients with length  and width makes more sense
because,  if desired, sewage sludge  could be removed se-
lectively from part of a lagoon,  leaving  behind  the  unac-
ceptable  material.

  Sewage sludges from dewatering equipment such as
belt filter  presses  and  centrifuges can have a solids con-
tent up to 35% and even higher following some condition-
ing methods. High solids content sewage sludges are easy
to sample if they  are on moving conveyors, as  described
in Section 9.5. However, if the sewage sludge is stored in
piles, obtaining a representative sample requires  more
planning and a greater overall effort. As a result  of the dif-
ferent environment between the pile surface and interior a
gradient will develop over time in the sewage sludge stor-
age pile.  The sampling methodology used needs to  ad-
dress this potential gradient between the pile surface and
interior. Sampling devices such as augers (a deeply
threaded  screw) are used on high solids cakes (ASTM,
1992a) to collect  a cross sectional  sample. 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." Alternatively,  a shovel can be used  to collect
subsamples for compositing from the pile interior. The pile
should be sampled in proportion to its mass; more samples
are taken where the pile is deeper.

9.8 Sampling  Dry  Sewage Sludges
  For purposes of this discussion,  "dry"  sewage sludges
contain as much as 60% water. They include heat  dried
and composted sewage sludges, and sewage 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 sewage sludges are best sampled when they are
being transferred,  usually on conveyors. Preferably mate-
rial across the entire width  of the conveyor is collected for
                                                       69

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 a short period of time.  Several of these across-width
 samples are collected and combined into a time-compos-
 ite 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.

    Collecting a representative sample from a stockpile
 containing a dried sewage sludge product poses a greater
 challenge than collecting the sample from a conveyor. The
 settling and classification of the material and the different
 environments  between the pile edge and interior must be
 considered. When a material comprised of  discrete par-
 ticles is formed into a pile, classification occurs. If the par-
 ticles are homogeneous in size and composition, a repre-
 sentative sample can be easily obtained (assuming the
 sample is  collected within 24 hours of pile construction).
 However if the particles are of a different size or composi-
 tion, an unequal  distribution of the particles may result
 during settling. For example, a  composted sewage sludge
 may be heterogeneous, with respect to particle composi-
 tion, even  when  oversized bulking  agents  have been  re-
 moved. It is important that the edges and interior of such
 piles are properly weighted as part of the  sample collec-
 tion procedure. A sampling grid that prevents bias,  such
 as that presented in ASTM E300-86, Item 31.4 (ASTM,
 1992a), should be used.

   The  heterogeneous nature and  presence of large par-
 ticles in some composted sewage sludges cause another
 problem  in sampling. For example,  most augers and  sam-
 pling thiefs will be ineffective in  getting a representative
 sample from the interior of a pile containing large wood
 chips and  fine composted sewage  sludge. There may  be
 no substitute for digging with a shovel to get to the desired
 location.

   Stockpile sampling is also made more difficult by the
 constant evolution  of the characteristics of stored  mate-
 rial. Immediately  after a sewage  sludge stockpile is con-
 structed, physical,  chemical, and  biological  changes be-
 gin to  occur within and on the surface of the stockpile.
 Within  a  period as short as 24 hours, the characteristics of
the surface and outer part of the pile can differ substan-
tially from that of the pile interior. The outer part of a pile
tends to remain  at or near ambient temperature,  loses
 moisture through evaporation, and  volatilizes some  com-
 pounds such as ammonia. In contrast, pile  interiors  retain
 heat (achieving temperatures that can be 40°C  greater than
the pile surface),  but lose little moisture or chemical  com-
 pounds  through evaporation  and  volatilization.  As a result,
the level of microbial growth and activity within  the pile
and on the pile surface will also differ. The potential for
growth of fecal coliform bacteria in mesophilic regions of
the pile is of particular concern. If a sewage sludge stock-
pile is  more than one day old, the  sample should be col-
lected from a  pile cross section. This is especially impor-
tant when there is  a large temperature  gradient between
the pile surface and interior.
  9.9 Control of Temperature, pH, and
      Oxygenation After Sample  Collection
      Samples  for Microbial  Tests
    Table 9-2  summarizes the maximum holding times and
  temperatures for sewage sludge samples taken for micro-
  bial analyses. All samples should be cooled to appropriate
  temperatures immediately after they are  collected to mini-
  mize changes in indicator organism and  pathogen  popula-
  tions. For example, enteric  viral and  bacterial densities are
  noticeably reduced by even 1 hour of exposure to tem-
  peratures of 35°C (95° F) or greater. The requirement for
  cooling limits the practical size of the sample collection
  container. A gallon sample bottle takes  much longer to cool
  than a quart bottle. Use of bottles no larger than a quart is
  recommended for most samples,  particularly if the sew-
  age sludge being sampled is from  a process operated at
  above ambient temperature. Granular solids and thick sew-
  age sludges  take a long time to cool, so  use of containers
  smaller than  one quart is advised.  For  rapid cooling,  place
  the sample container in a slurry of water and ice.  Placing
  the sample container in a cpoler containing  bagged ice or
  "blue ice" is  effective in maintaining  low  temperatures but
  several hours can elapse  before this  kind  of cooling re-
  duces sample temperature  to below 10°C  (50°F) (Kent and
  Payne,  1988). The same is  true  if warm  samples are placed
  in a refrigerator. The presence or absence of oxygen is not
  a serious concern for the microbiological tests if the
  samples are promptly cooled.

  Table 9-2. Analytical Methods Required Under  Part 503
Analysis
Enteric Viruses



Fecal Coliform


Salmonella sp.
Bacteria





Viable Helminth
Ova

Specific Oxygen
Uptake Rate
(SOUR)
Total, Fixed, and
Volatile Solids

Percent Volatile
Solids Reduction
Methodology
American Society for
Testing and Materials
Method D 4994-89
(ASTM,1992b)i
Standard Methods
Part 9221 E or Part
9222D(APHA, 1992)2
Standard Methods
Part 9260D
(APHA.1 992)2 or
Kenner and Clark
(1974) (see
Appendix G of this
document)
Yanko (1987) (see
Appendix I of this
document)
Standard Methods
Part 27108
(APHA.1992)
Standard Methods
Part 2540G
(APHA.,1992)
Appendlix C of this
document
Maximum Holding
Time3/Temperature
-18°C(0°F); up to 2
weeks


4°C (39.2°F) (do not
freeze); 24 hours

4°C (39.2°F) (do not
freeze); 24 hours





4°C (39.2°F) (do not
freeze); 1 month

20°C (sewage sludge
must be digested in the
10-30°C range); 2 hours
NA


NA

1 Appendix H of this document presents a detailed discussion of this
 method.
2 Method SM-9221  E, the MPN procedure, is required for analysis of
 Class A biosolids  and recommended for Class B biosolids. Method SM-
 9221 D, the membrane filtration procedure is also allowable for Class B
 biosolids.  See Appendix F of this document for recommended sample
 preparation procedures and a discussion of the reporting of results.
3Time between sampling and actual analysis, including shipping time.
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  Standard Methods (APHA, 1992) states that if analysis
for  bacterial species  (fecal  coliform and Salmonella  sp.)
will commence within 1  hour after sample collection,
no temperature adjustment is required. If analysis will
commence between 1 and 6 hours after collection,the
sample should be immediately cooled to at least 10°C.
If analysis  will commence between 6 and 24 hours  after
collection the sample should  be immediately cooled to 4°C.
The sample should never be frozen and analysis must
commence within 24 hours  of collection.

  Proper planning and  coordination  with the courier ser-
vice and analytical laboratory are essential if bacterial
analyses are to  be conducted within 24 hours of sample
collection. The laboratory needs to be notified several days
in advance so they can  be prepared to initiate the analysis
within several  hours of receiving  the sample. If they  are
not notified, the laboratory may not be adequately prepared
and  another day  may lapse before the samples are  ana-
lyzed. Actual sample collection should be conducted in the
afternoon, within a  few hours of the sample courier's ar-
rival. If the  samples are collected in the morning, a  greater
than 24-hour period may pass before the laboratory actu-
ally begins the analysis.

  Follow-up with  the laboratory is important to determine
the actual sample holding time and temperature of  the
sample when it was received. This information can be used
to improve  the overall sample collection and transfer pro-
cedure.  Feedback received from the  lab regarding sample
condition and holding times  may also provide an explana-
tion for  erroneous or unexpected  test results.

  The requirement for prompt chilling of samples is appro-
priate for viruses  as well as bacteria. There  are far fewer
laboratories  capable of carrying  out virus tests than can
conduct bacterial  analyses,  so time  between sample col-
lection and analysis can routinely  exceed 24 hours. Fortu-
nately, viruses are not harmed by freezing. Typically, virol-
ogy laboratories store samples at -70°C (-94°F) before
analysis. Samples can be frozen  in a -18°C (0°F) freezer
and stored for  up to 2 weeks without harm. Samples should
be frozen, packed in dry ice, and  shipped overnight to the
analytical laboratory.

  Viable helminth ova  are  only slightly affected by tem-
peratures below 35°C (95°F), provided chemicals such as
lime, chlorine,  or ammonia are not  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.  Freez-
ing  should  be avoided  because the effect of freezing on
helminth ova is not well understood.

 Vector Attraction Reduction Tests
  For the vector attraction  reduction tests that measure
oxygen  uptake, or additional anaerobic or aerobic diges-
tion  (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 provides adequate protec-
tion  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.

      Depending on whether the  sewage  sludge is from
an aerobic process or anaerobic  digestion, the presence
or lack of oxygen will determine  which vector attraction
reduction test is  appropriate and therefore how  the sample
should be handled. For aerobic sewage sludges, a lack of
oxygen will interfere with the metabolic rate of the aerobic
microorganisms  in the sample. Similarly, presence of oxy-
gen  will seriously affect or even kill the anaerobic organ-
isms that convert organic matter to gases in anaerobic di-
gestion. With samples  taken for SOUR analysis,  it has been
the experience of some investigators  that if the test is not
run almost  immediately after  collection (within about  15
minutes), that erroneous results are  obtained.  The  addi-
tional aerobic digestion test is more "forgiving" (because it
is a  long-term test and shocked bacteria can revive);  up  to
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 opera-
tions where there is a freeboard in the sample or testing
vessel, that space should  be filled with an inert gas such
as nitrogen.

  No pH  adjustment is to be made for any of the vector
attraction reduction tests.  For those vector attraction pro-
cesses that utilize lime, the only  requirement  is to  mea-
sure pH after the time periods indicated in the  vector  at-
traction reduction option (see Section 8.7).

9.10  Sample  Compositing and Size
        Reduction
  The amount of sample collected  in the field generally far
exceeds the amount needed for analysis. The field sample
must therefore be reduced to  a manageable size for the
analyst to handle. As  for all sample handling, sample size
reduction is more difficult for microbial samples than  for
samples taken for vector attraction reduction tests because
of the potential  for microbial contamination. The labora-
tory may be better equipped to perform subsampling than
samplers in  the field.

Microbial Tests
   Freely flowing liquid 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 shak-
ing  or  stirring it  thoroughly with a sterile paddle. Pouring
off a portion of  the contents of a large container into a
smaller bottle is  not an acceptable procedure because the
top  layer of any slurry always contains fewer solids than
do lower  layers.  Sampling  with a pipette with a wide bore
is an acceptable alternative, provided the bore  of the  pi-
pette does  not restrict the entry of  solid  particles. The
                                                       71

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sample should be drawn into the pipette slowly and the tip
moved through the sample to  minimize  selective collec-
tion of liquid over solid particles.

  Sample size reduction for thick sewage sludges is diffi-
cult, 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 satisfac-
tory approach is to hand mix a  composite of subsamples,
and then take a  large number of small  grabs from the
composited sample to form the  smaller sample for the ana-
lyst.

  Dry solids samples  can  generally be mixed adequately
by shaking if there is sufficient head space in the sample
container, but the individual particles are  frequently  large
and must be reduced in size to get a representative sample.
If the particles are large and a number of subsamples must
be combined 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  subsamples are then combined and
mixed by shaking, rotating, and tumbling.  A smaller  com-
posite is  then prepared by combining a number of grabs
from all parts of the combined sample.  Many facilities do
not have adequate equipment needed to perform this size
reduction  procedure.  However, most analytical laborato-
ries have this capability and will typically perform this pro-
cedure at a nominal cost.  Coordination with the analytical
laboratory regarding subsampling is an important  part of
the  sampling and analysis  procedure that should  not  be
ignored. Some other sample size reduction methods,  such
as "coning and quartering" (ASTM, 1992a)  may be use
only if aseptic  handling practices are observed. It should
be  noted that particle size  reduction  is not appropriate if
the  large pieces in the sample are not sewage sludge but
are  other materials which have  been added to the sewage
sludge for processing purposes.  For the purpose of micro-
bial or volatile solids reduction  testing,  additives such  as
wood chips should be removed from the sample before
size reduction or sample preparation (see  Section 10.5). It
is recommended in these  cases that a  one-quarter inch
mesh sieve be used for this purpose.

 Vector Attraction  Reduction  Tests
  The lack of a  need to  prevent microbial contamination
makes compositing and size reduction easier  for vector
attraction reduction tests than for the microbial tests.  How-
ever,  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  loca-
tion. 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 in size for a representative compos-
ite sample, must be avoided. One acceptable sample size
reduction procedure is to flush  a large  sterile bottle with
nitrogen,  then pour in the subsamples and blend them  to-
gether with  nitrogen still bleeding into the vessel. Alterna-
tively, the nitrogen-filled vessel  could be flushed with  more
nitrogen  after the admission of the subsamples,  capped,
and  then shaken thoroughly to accomplish the blending.
Analytical laboratories generally can perform this size  re-
duction  procedure.

9.11 Packaging and Shipment
  Proper packaging and shipment are important to ensure
that  the samples arrive in good condition (proper tempera-
ture, no spillage) within the specified time frame.

Sealing and Labeling Sample  Containers
  Sample containers should be securely taped to avoid
contamination, and  sealed  (e.g., with gummed paper)  so it
is impossible to open the container without breaking the
seal. Sealing ensures that sample  integrity is preserved
until  the sample is  opened in the laboratory. A permanent
label should  be  affixed to each sample container. At a  mini-
mum the following information  should be provided on  each
sample container:

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

  • Sample  identification code (if used)  or a brief descrip-
    tion  of the  sample (that  distinguishes it from other
    samples) if  no  sample code system is used

  •  Sample number (if more  than one sample was col-
     lected at the same point on the same day)

  Other information may include:

   •  Facility  name, address and telephone number

   •  Date and time the sample was taken

   •  Facility  contact person

  This information should also be included  on an enclosed
chain of custody form.

Shipment Container
  A  soundly constructed and  insulated shipment box is
essential to  provide the proper environment for the pre-
serving sample  at the  required  temperature and to  ensure
the sample arrives  intact.  Small plastic cased coolers are
ideal for sample shipping. It is recommended that the out-
side  of the shipment container be labeled  with the follow-
ing information:

  • The complete address of the receiving laboratory (in-
    cluding the  name of the person responsible for receiv-
    ing the samples and the telephone  number)

  • Appropriate shipping label that  conforms to the
    courier's standards

  • Number of samples included (i.e. "This cooler contains
   10 samples")
                                                       72

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   • 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 "tempered" to warm it up to the melting  point of
ice (0°C [32°F]) before it is placed around the sample. Ad-
ditional packing  material  (bubble wrap, Styrofoam peanuts,
balled-up newspaper) should  be placed in the shipping
container to fill in empty space to prevent sample  contain-
ers from  moving and potentially breaking  or spilling during
shipping.  It is also  recommended that the courier  be con-
tacted in order to determine if there are any special re-
quirements for the  shipping of this type of sample.

Adherence to Holding and Shipment Times
  Adherence  to sample preservation and  holding time lim-
its described in Section 9.6 is critical. Samples that are not
processed within the specified  time and  under  the proper
conditions can yield erroneous results, especially  with the
less stable microorganisms (i.e., bacteria). Make sure the
analytical laboratory reports the date and time when the
samples arrived, and total  holding time (period from when
the sample was collected to the initiation  of analysis). This
information will  be valuable for improving  future  sample
events and maintaining  quality control.

9.12  Documentation

Sampling Plan
  It is recommended that  all  procedures used  in sample
collection, preparation, and shipment be described in a
sampling  plan. At a minimum,  a sampling plan should pro-
vide the  following information:

   • Sample collection locations

   • Volume of sample to be collected

   • Sample compositing procedures

   • Days and times of collection

   • Required equipment

   • Instructions  for labeling samples and ensuring chain
    of custody

   • 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).

Sampling  Log
  All information pertinent to a sampling  event  should be
recorded in a bound log book, preferably with consecu-
tively numbered pages. At a minimum, the following infor-
mation should be recorded in the log book.
   • Purpose of sampling event

   • Date and time of sample collection

   • Location where samples were collected

   • Grab or composite sample (for composite  samples,
    the  location,  number, and  volume  of subsamples
    should be included)

   • Name of the person collecting the sample(s)

   • Type of sewage sludge

   • Number and volume of the sample taken

   • Description of  sampling point

   • Date and time samples were shipped

 Chain  of Custody
  To  establish the documentation necessary  to  trace
sample possession  from the time of collection, it is recom-
mended  that a chain-of-custody record be filled out and
accompany every sample. This record  is particularly  im-
portant 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

   • Requested  preprocessing (subsampling, compositing,
    particle size  reduction)

   • Requested analyses

   • Sample code number for each sample (if used)

   • Signatures of the persons involved in the chain of pos-
    session

  A good rule  of thumb is to record sufficient information
so that the sampling situation can be reconstructed with-
out reliance on the collector's memory. Chain-of-custody
forms can be obtained from the laboratory and should be
used even if the laboratory is on-site and part of the treat-
ment facility.

9.13 Analytical Methods
   Part 503.8(b) of  the Part  503 regulation specifies meth-
ods that must be used when analyzing for enteric viruses;
fecal coliform;  Salmonella sp.;  viable helminth ova; spe-
cific oxygen uptake rate; and total, fixed, and volatile sol-
ids. Table 9-2 lists  the required methods. Complete  refer-
ences for these methods can be found in Chapter 12, and
recommended sample  preparation and  analytical  methods
can be found in the appendix as listed below.
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 Calculating  volatile solids reduction      Appendix C
 Conducting  additional  digestion  and     Appendix D
 specific oxygen  uptake rate (SOUR)
 tests
 Determination of residence time in      Appendix E
 digesters
 Sample preparation  -  fecal             Appendix F
 coliform and Salmonella sp.  analysis
 Analytical method — Salmonella sp.    Appendix G
 Analytical method —  enteroviruses      Appendix H
 in sewage sludge
 Analytical method - viable             Appendix I
 helminth ova

  As of the  time  of publication of this document, the allow-
 able  analytical  methodologies are as listed above.  How-
 ever, in the case of fecal coliform analysis for Class B-
 Alternative 1, it is recommended that the MPN method be
 used instead of the membrane filter test (the MPN  method
 is required  for  Class A fecal  coliform  analysis), and that
 the Kenner and  Clark methodology be used for  Salmo-
 nella sp. analysis.

 9.14  Quality Assurance
  Quality assurance  involves  establishing a sampling plan
 and  implementing quality control  measures and procedures
 for ensuring that the results of analytical and test mea-
 surements  are correct. A complete presentation of this
 subject is beyond the scope of  this manual. A concise  treat-
 ment of quality  assurance is found in Standard Methods
 (APHA, 1992) and is strongly recommended.  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. Stan-
 dard Methods (Part 1020B) states that "a good  quality con-
 trol program consists of at least  seven elements: certifica-
 tion of operator competence, recovery of known additions,
 analysis of  externally supplied standards, analysis of  re-
 agent blanks, calibration with  standards,  analysis of dupli-
 cates, 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  regula-
 tion,  these elements cannot be  met completely, but they
 should be kept in mind as a goal.

 Microbial Tests
  For the microbiological tests,  quality assurance is  needed
 to verify precision and accuracy. Quality assurance for
 microbiological methods is discussed in Part 9020  of Stan-
 dard Methods. The quality control  approach suggested is
 recommended for the microbiological  tests required by the
 Part 503 regulation. In Part 9020B-4,  Analytical Quality
 Control  Procedures,  it  is suggested that precision be ini-
tially established by  running a number of duplicates, and
that thereafter duplicates (5%  of total samples) be run to
 determine whether precision is being maintained.

  Spiking and recovery tests are an important part of quality
 assurance. Yanko (1987)  has  found that spiking is useful
for the viable helminth ova test, but that testing recovery
effectiveness on unspiked sewage sludge is  more useful
for quality assurance for bacterial or viral tests. With either
method,  the density of the measured pathogens  should
be at levels that are relevant to the Part 503 regulation.
For example, for viable helminth ova, samples should be
spiked to density levels of approximately 100 per gram.
Recovery of bacteria and viruses should be conducted on
primary sewage sludges that typically contain viruses  at
low but consistent levels (such as  primary sewage slud-
ges from large  cities).

  For both  commercial  and in-house laboratories,  quality
assurance  procedures  should be incorporated into the
analytical  method and assessed  routinely.  Communication
with the analytical personnel is an important part  of devel-
oping a good sampling and analysis protocol. The sewage
sludge preparer should review quality assurance data along
with analysis results to ensure that laboratory  performance
is acceptable.

 Vector Attraction Reduction Tests
  It is not possible to test for accuracy for any of the vector
attraction reduction tests, because  standard sewage slud-
ges with  consistent  qualities do not exist. Standard Meth-
ods gives guidance  on  precision  and bias. However, for
some of  the vector  attraction reduction options, this infor-
mation was  not available or was approximate. Section 10.7
provides  guidance on the number of samples to take. The
procedures for three  of the  vector attraction options devel-
oped 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.

References  and Additional  Resources
APHA. 1992. Standard methods for the examination of
   water and wastewater. 18th ed. Washington, DC: Ameri-
   can Public  Health Association.

ASTM. 1992a.  Annual book of ASTM standards.  Philadel-
    phia, PA: American Society for Testing and Materials.

ASTM. 1992b.  Standard practice for sampling  industrial
   chemicals. Philadelphia, PA: American Society  for Test-
    ing and Materials.

Kent,  R.T. and  K.E. Payne. 1988. Sampling groundwater
   monitoring wells: Special  quality assurance and qual-
    ity control considerations, p 231-246 in Keith, L.H. Prin-
   ciples of Environmental Sampling. American Chemi-
   cal Society.

Kieth, L.H., ed.  1988. Principles of environmental sampling.
   American Chemical  Society.

U.S.  EPA.  1980. Samplers and sampling  procedures for
  hazardous waste streams.  Report No.: EPA/600/2-80/018.
                                                        74

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 Cincinnati, OH: Municipal  Environmental Re-            U.S. EPA.  1999. Biosolids Management Handbook. U.S.
    search Laboratory.                                      EPA Region VIII, P-W-P, 999 18* street,  Denver, CO
                                                         80202-2466.
U.S. EPA. 1993. POTW sludge sampling and analysis
    guidance  document. EPA/833/B-89/100. Office  of    Yanko,  W.A. 1987.  Occurrence of pathogens in distribu-
    Water.                                                tion and marketing municipal sludges. Report No.: EPA/
                                                         600/1-87/014. (NTIS PB88-154273/AS.) Springfield,
U.S. EPA. 1993. Sewage sludge sampling techniques       VA: National Technical Information Service.
    (video).
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                                               Chapter 10
                Meeting the  Quantitative Requirements of the Regulation
 10.1  Introduction
  The Part 503  regulation contains operational standards
for  pathogen and  vector attraction reduction. It provides
only minimal guidance  on the  amount of information that
must be obtained during  a monitoring event to prove that
a standard has been met or to demonstrate that process
conditions have been maintained. This document provides
more detailed information for regulators and facilities on
how to adequately satisfy the regulatory requirements.
Some frequently asked questions and  answers are also
included at the end of this chapter.

  In general, it has been  found that the daily, weekly, and
seasonal fluctuations that occur in wastewater treatment
works and sludge quality make it difficult to adequately
represent sludge quality with minimum sampling. It is there-
fore recommended that multiple samples be taken for any
sampling event and that samples be taken over a mini-
mum 2-week period in  order to best represent the perfor-
mance of a sludge treatment process. Although extensive-
sampling is time consuming  and facility operators  are of-
ten under pressure to  reduce costs, it is strongly  recom-
mended  that multiple samples  be included in a sampling
plan so that the variable quality of sludge can fully be un-
derstood.

  There  are  many  types of wastewater treatment  plants
and sludge management practices.  This document ad-
dresses some of the many operational variables and pro-
vides some  examples of how to demonstrate compliance
with the regulations. The final decision about what to moni-
tor  and how frequently to monitor it lies with the permitting
authority who may impose permit conditions based on spe-
cific parameters including the type of sludge produced, its
intended usage, and/or the history of the facility.

10.2  Process  Conditions
  Sufficient  information must be collected  about  sludge
processing  conditions and made available to the  permit-
ting authority and any other interested parties to enable a
qualified reviewer to determine if the Part 503 requirements
have been met. How this information is collected and how
much information  is needed depend  on the process. The
following example  illustrates  the type of  information and
the  level  of detail that may be included in a permit applica-
tion. 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 con-
ditions of 35°C  (95°F) with a 15-day residence time. To
meet the pathogen reduction requirement, the monitoring
results must demonstrate that the 35°C  (95°F) tempera-
ture  and 15-day  residence time are maintained whenever
the process  is being  used. The example below illustrates
some of the factors to be considered in assuring compli-
ance with the regulation. In addition, a contingency plan  in
case the conditions are not met, and product usage should
be specified.

                      Example

Facility         Clarksdale Wastewater  Treatment
               Facility Anaerobic Digestion
Size:           300 dry metric tons per year
Class:          B

  Sewage sludge is treated  in two digesters,  operated  in
parallel, fed  by constant displacement progressive cavity
pumps.  The  facility complies with PSRP requirements by
maintaining sludge at a temperature at or above 35°C for
a minimum of 15 consecutive days.

  • Temperature  — During the first six months of opera-
    tion under this permit, the permittee shall perform tem-
    perature  scans throughout the volume of the digester
    to establish the location of the zone at which tempera-
    ture is at a  minimum. Scans will be conducted under
    the expected range of operating conditions. Once the
    location  of the zone is established, the permittee will
    continuously measure digester temperature in the zone
    of minimum temperature. Temperatures will be re-
    corded continuously or at intervals of eight hours. The
    temperature measuring device will be calibrated on  a
    monthly  basis.

  • Retention Time —  The  permittee shall calculate the
    working volume of the digester to determine residence
    time. The permittee shall provide evidence that the
    digester  has been cleaned within the last two years,
    or alternatively, determine the levels of grit and scum
    accumulation.  Residence time must be  at least 15
    days. Flow rate and residence time will be measured
    and calculated each year.
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   • Vector Attraction Reduction - The facility will comply
     with vector attraction reduction via management prac-
     tices. After digestion, the sludge will be  dewatered  and
     transported to farm  land where it will be  land applied
     and disked immediately (within six hours) into the soil
     (see below). Sludge will  not be stored at application
     sites.

   • Reporting- The data collected throughout the year
     will  be summarized  and submitted to  the  permitting
     authority annually. Reports will include temperature  and
     residence time records as well as records of all appli-
     cation sites and  sludge application rates.

   • Contingency Plan -If the facility fails to meet the 35°
     C/15-day requirement, it has several options. The fa-
     cility can try to meet the Class B time/temperature re-
     quirement with  lower temperatures and  longer resi-
     dence times as  determined by a  linear  interpolation
     between 35°C (95°F)  and  15  days and  20°C  (68°F)
     and 60 days.  If the facility does not have  the flexibility
     to maintain sludge in  the digester for  longer than 15
     days, it can meet Class B  requirements  by  sampling
     the  sludge for fecal  coliform and  demonstrating that
     the sludge contains  less than 2 million CPU or MPN
     per gram of sludge on a dry weight basis. Alternatively,
     the facility can dispose of the sludge by means other
     than land application. In the case  that the facility  can-
     not meet  the time/temperature  requirements, the per-
     mitting authority  must be contacted  so that a  sampling
     plan which  adequately represents sludge quality and
     demonstrates  Class  B pathogen reduction can be de-
     signed. If the facility decides to divert the  sludge from
     land application,  it must notify the regulatory agency
     of its plans.

   •  Product Use - The sludge will  be land  applied in  ac-
     cordance with all Part 503 restrictions.  The facility will
     distribute the Class B sludge to local fruit farmers.  The
     facility will  notify applicators of  sludge quality and  rel-
     evant site restrictions. Crop harvesting will be restricted
     in accordance with  Part 503 site restrictions.  In  the
     case of application to fruit trees, the farmer will wait a
     minimum  of 30  days after  application  to  harvest  the
     fruit. If fruit that  has fallen off the trees or otherwise
    touched the ground will also be harvested, the farmer
    will wait 14 months after sludge application to harvest
    the fruit. If there  is  any  question  about  the waiting
     period or  if the facility  wishes to distribute sludge to
    farmers of crops which touch the ground, the facility
    should notify the regulator.  Site restrictions  for crops
    which touch the soil or which grow below the soil  sur-
    face are subject to longer waiting  periods.

  The number and the level of  detail of a permit's condi-
tions vary depending  on the type of process. Facilities  that
handle sludge or septage from more than one source
should be subject  to more frequent testing until  they  can
demonstrate that the  product consistently meets quality
standards. The  permitting authority must determine at what
 point the facility  has adequately demonstrated  consistency
 and can reduce the level of sampling.

   For example, consider a treatment facility that collects
 liquid  sewage sludge and septage from several  different
 sources. Although  all of the sludge collected undergoes
 standard  treatment  for Class  B pathogen  reduction, the
 quality of the sludge generated may vary depending on
 the  particular feedstock received.  Initially,  the permitting
 authority may require this facility to monitor  every  batch of
 sludge in order to demonstrate  that it consistently produces
 sludge in compliance with  regulatory and permit  require-
 ments. Eventually, if enough data is available showing that
 the treated sewage sludge is rarely off specification, the
 sampling frequency  could be reduced.

   For other processes, such as static  pile composting, a
 sampling plan might specify that one of several piles con-
 structed in  a  day could  be  monitored,  probably with sev-
 eral  thermocouples at different elevations and locations in
 the pile, to  demonstrate conformance for the whole day's
 production.

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

 10.3   Schedule and  Duration of Monitoring
        Events
   For  purposes of this discussion:

   • A  sampling event is defined as the period during which
    samples are collected. Samples  may include  several
    independently analyzed  subsamples taken  during the
    sampling  event.

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

  Monitoring events are intended to  reflect the typical usual
 performance of the  treatment works. Conditions should be
 as stable as possible before the monitoring event.  Day-to-
 day variations  in feed rate and quality are inevitable  in sew-
 age sludge  treatment, and the processes are designed to
 perform satisfactorily despite these variations.  However,
 major  process changes  should  be  avoided  before moni-
toring events, because  long periods  of time -as  much as 3
 months if anaerobic digestion is part of the process train-
are required  before steady state operation is  reestablished.

 Monitoring for  Microbiological Quality
  To meet the Part 503  pathogen reduction  requirements,
sewage sludges may have to be monitored to determine
densities of  fecal coliforms, Salmonella sp., enteric viruses,
                                                        77

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 and/or viable helminth ova. Monitoring  for these microor-
 ganisms presents special  problems, primarily caused  by
 the length of time it takes to obtain microbiological test
 results. This is a function of the time it takes to deliver the
 samples to a laboratory, have the  tests conducted, and
 obtain the results. Microbiological  analyses  require a sub-
 stantially longer period than conventional  physical and
 chemical analyses. The approximate  time to complete spe-
 cific microbiological  analyses is summarized as follows.

   Fecal  coliform (MPN), 4 days
   Salmonella sp. (MPN) 5 to 7 days
   Enteric viruses, 14 days
   Viable helminth ova, 28  days

   Variations in  the  microbiological  quality  of the treated
 sludge and intrinsic  variation in the analytical methods are
 generally large enough that a single measurement of a
 microbiological parameter is  inadequate  to determine
 whether  a process meets  or fails to meet a requirement.
 The Pathogen  Equivalency Committee recommends that
 the monitoring event include at least seven samples taken
 over a period of approximately 2 weeks  (see Section 10.7).
 Based on  the reliability of the treatment process and his-
 toric test results, there may be times when  a reduction in
 this monitoring  recommendation  is justified.

   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 generated is unknown. As dis-
 cussed in Section 4.10, classification of  sludge as Class A
 or B is based on the most recent test results available.
 Therefore,  material  can  continue  to be distributed  under
 its classification  as Class A or B until more  recent analyti-
 cal results are available. However, it is  recommended that
 material generated during the monitoring event be retained
 on site until results  from the monitoring event are avail-
 able. This  will prevent misclassified  sludge from being er-
 roneously distributed.

   For example, consider  a facility  producing a Class A
 sludge that is sampled for Salmonella  sp. analysis every
 quarter. All historic data has shown the facility to be in com-
 pliance with  Class A standards  including the most recent
 set of lab  analyses from the January  monitoring  event.
 Under these results, materials are distributed as Class A
 products  even throughout April  when a subsequent moni-
toring event takes place. This is acceptable because ma-
terial is still classified under the most recent available lab
 result. However, suppose the April results show non-com-
 pliance with  Class A standards. Despite the fact that the
 preparer  complied with regulations, it is possible that some
 Class B  material was inadvertently distributed for Class A
 use.

   In order to avoid  this  situation,  it  is recommended that
the sludge processed during the  monitoring event  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 (pro-
 vided it meets  the  Class B requirements). This may take
 up to 3 weeks in the case of fecal coliform  or Salmonella
 sp. analysis and much  longer if sludge is being analyzed
 for helminth ova or viruses. Contingencies for this type of
 situation should be discussed with the regulatory authority
 and included in permit conditions and operational plans. (For
 more discussion on the timing  of sampling and distribu-
 tion, see Section 4.10.)

 Monitoring  for Vector Attraction  Reduction
   Not all the  vector attraction reduction options listed in
 the regulation  (see  Chapter 8) require lab testing. 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  place-
 ment 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 per-
 formance are provided in Section  10.2.

   The remaining vector attraction reduction  options  are
 based on  laboratory testing  for volatile solids reduction,
 moisture content,  or oxygen  uptake reduction. Some  of
 the options can only be used with certain sludge processes.
 For example, the oxygen uptake rate test is  only appropri-
 ate for a sludge from any aerobic digestion or wastewater
 treatment process. Other options, such  as the 38 percent
 reduction in volatile solids, can be applied to a variety of
 biological  sludge treatment processes.  In  any case, the
 technology aspect of the option, or the process by  which
 vector attraction  reduction is being  attained, must be docu-
 mented in the manner described in Section  10.2. Monitor-
 ing for vector attraction  reduction should be  performed at
 a  minimum according  to the required  monitoring sched-
 ule.

   Some tests  for vector attraction reduction can be con-
 ducted 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 in the  material tested and the
 performance of the vector attraction  reduction process  as
 affected by the changes  in feedstock.

   It is suggested in Section 8.14 that facilities maintain a
 sampling program that involves sampling at evenly spaced
time intervals throughout  an established  monitoring period.
The on-going samples can be used  to calculate running
 averages of volatile solids  reduction which are more rep-
 resentative than single samples or an attempt to correlate
feed sludge and sludge product. As is the case for the mi-
crobiological 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
microbiological  parameters are being determined.
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  The longer VAR tests present a similar problem as  moni-
toring for microbiological quality. Some of the tests - such
as the additional 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  variability in the performance of the
treatment process. Storing  samples taken during  this pe-
riod  until the equipment becomes available  is  not an op-
tion, because samples cannot be stored  for more than a
limited time  period (see Section  9.6.)  In such  circum-
stances, the preparer  may wish to run the vector attraction
reduction tests  more  frequently than required  in order to
demonstrate  on-going compliance with the requirements.
More frequent testing  will indicate if the facility  is perform-
ing consistently  and will  reduce the need for multiple
samples during the sampling period.

  The preparer may wish to conduct composite sampling
which combines samples taken within a 24-hour period to
better represent sludge quality. (See Section 10.6).  Since
some of the  bench scale tests may  be  affected by long-
term storage of samples, compositing should be limited to
a 24-hour  period. If composting is done, the  composite
should be held  at 5°C during compositing, and the assay
must begin immediately upon  completion of the compos-
ite.

  Preparers should discuss  specific facility parameters with
the permitting authority to design a sampling program that
is appropriate.

10.4  Comparison  of Feed  Sludge and
       Sludge  Product Samples
  The enteric virus  and  viable helminth ova analytical re-
quirements  to demonstrate that an existing or new sludge
treatment process is equivalent to a PFRP one and  some
of the vector attraction  reduction methods (e.g.,  percent
volatile solids reduction) involve taking  input and output
samples that correspond (i.e., they are  "before  process-
ing"  and "after processing" samples of the same batch of
sludge). The  comparison of input and output samples al-
lows for the determination  of whether enteric viruses and
helminth ova levels are being  reduced to adequate levels
and/or percent  volatile solids reduction.

  Obtaining samples  that correspond can be  difficult for
sewage sludge treatment  processes, such as  anaerobic
digestion, that characteristically treat sludge in fully mixed
reactors with  long residence times.  For example, as  men-
tioned in Section  10.3, it can take up to 3 months for an
anaerobic digester to  achieve steady state operation after
some substantive change in feed sludge  or  process con-
dition is made.  Samples taken  only after the process has
reached steady state  operation are  considered as corre-
sponding.

  Many of  the treatment processes that  might  be consid-
ered for demonstrating  equivalency to PFRP  are either
batch or plug  flow  processes. In theory it is relatively simple
to obtain corresponding samples - it is only necessary 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 seldom easy. Consider, for example,  the difficulty of ob-
taining good correspondence of feed and treated sludge
for a composting operation in which the feed sewage sludge
is to be compared to composted sludge that has been
stored  for 3 months.

  Taking multiple samples and appropriately  compositing
the samples of feed and treated sludge averages out the
composition of these sewage sludges and reduces the
correspondence problem. It is the regulatory authority's
task to determine  how many samples should be taken and
how much data is necessary to demonstrate  reduction of
microorganisms in  corresponding samples. As indicated
in Section 10.6, limitations on the periods of time over which
microbiological  samples  can  be collected limit  the utility of
compositing.

10.5   The Effect of  Sludge  Processing
        Additives on  Monitoring
   Many sewage sludge dewatering and stabilization  pro-
cesses  introduce  other  substances  into the sludge.  With
the exception of large bulky additives such as wood chips,
there is no need to modify sampling and analytical proce-
dures. As discussed below, additives such as wood chips
can complicate sample  preparation  and analysis and are
best removed  prior to analysis.

   Polymers, lime,  ferric  chloride, paper  pulp, and recycled
sludge ash are frequently used to aid in dewatering. Disin-
fection by alkaline treatment requires the  addition of  lime
or other alkaline materials to increase the temperature of
the sewage sludge cake to disinfecting temperature. These
materials also  reduce  the microbial  densities by dilution
and increased solids content. However,  the change in mi-
crobial density caused by dilution may not be substantial.
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.

  The exposure risk to human health is directly related to
the mass of treated sludge. So the achievement of patho-
gen reduction  requirements and safe end-use is dictated
by the population of pathogenic organisms in the final prod-
uct. This is the  approach taken by  the Part 503 regulation,
which requires  that the  treated sludge,  regardless of the
mass of other  materials added, meet the standards for
Class A or Class B sludge.

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

  The issues of sampling and analytical procedures for
employment are different when considering wood chips or
other materials which are often added to sludge as a bulk-
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 ing agent for composting.  Compost product may be given
 away or sold as  a  screened or unscreened product, and
 although regulations require that the treated sludge, as it
 is applied, meets  503 standards, in the case of wood  chips
 and other large particle size bulking materials, it is appro-
 priate to remove  large pieces before analysis takes place.

   Large additives are removed in order 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 rep-
 resentative subsample.  Sample reliability is  reduced when
 the sample consists of a mix of sludge solids and fibrous
 wood-chip residue from blending. Another reason for  re-
 moving 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 handles the compost gets
 his or  her hands  covered with compost particles. Similarly,
 the user might breathe in a dust of compost  particles.  In
 both cases,  it is the "fines" of the compost, not the wood
 chips that the user is exposed to.

   In order to ensure that  wood chips are not included  in
 the lab's subsample, the facility should remove wood chips
 after sampling, being careful not to  contaminate, with a
 sterilized sieve.  The size of the sieve needed depends  on
 the dimensions of the wood chips, but the same sieve size
 should be used for  each sampling event. Alternatively, the
 laboratory should be asked to remove wood chips  from
 samples before subsampling or analyses are conducted.
 Again,  the sieve size should  be established  so  that a  stan-
 dard size is  used.

 10.6  Collecting Representative Samples
  Sludge quality varies depending on the inputs to the
 wastewater system. In  addition, the process is subject to
 ambient conditions which vary daily as well as seasonally.
 The goal of a sampling program is to adequately repre-
 sent the quality of sludge. Therefore,  both  the frequency
 of sampling  and the number of samples taken in any one
 sampling event must be considered carefully. This  section
 discusses the issue of variability and how sampling fre-
 quency and  composite sampling  can improve the quality
 of data collected.  A sampling plan is recommended for all
 sampling events to  assure representative samples.

 Random Variability
  Virtually all sewage sludge treatment processes will ex-
 perience 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. Cyclic variation can be minimized  by
sampling on randomly selected days and time-of-day in  a
given week.  In the case of Class B fecal coliform analysis
ONLY variability is minimized by taking the geometric mean
of analytical  results. In  the case of Class A, all samples
must meet the fecal coliform or Salmonella  sp. numerical
limit.
 Seasonal Variability
   For some sewage  sludge treatment processes,  perfor-
 mance is poorer during certain parts of the year due to
 seasonal  variations in such factors as temperature, sun-
 shine, and  precipitation. For example,  aerobic digestion
 and some composting operations can  be  adversely affected
 by low ambient temperature. 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 at intervals of
 2  or 3 months, 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 per-
 forming adequately for much of the year. It may also be
 beneficial  to initially conduct sampling more frequently than
 the required minimum, perhaps on a quarterly basis, in
 order to determine the range  of sludge quality. Process
 criteria of PSRPs and PFRPs should  be  discussed by the
 facility with  the regulatory authority, and specific require-
 ments should be included in permit conditions.

 Composite Sampling
   Composite sampling, or the combination of several grab
 samples to  better represent a large quantity of sludge, is
 frequently practiced in wastewater  treatment. Composites
 may consist of grab samples taken over  time (typically for
 continuous flow processes) or from random  locations in a
 vessel or pile (typically for batch processes).  Since the
 purpose of composite  sampling is  to provide representa-
 tion of a large quantity of sludge, the number and distribu-
 tion  of grab samples, the locations from where they are
 taken, and the process of combining grab samples to cre-
 ate a composite sample are important to consider.

  The following  is an example of a  sampling procedure  for
 compositing a continuous flow process. A small stream of
 wastewater  or sludge is  drawn  off at  rate proportional to
 the flow of the main stream being sampled  and collected
 as a  single  sample. Typically,  times  of  collection 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/microbiological change until it can be brought
 back to the  laboratory for analysis.

  Composite sampling from stockpiled solid material  in-
 volves taking multiple grab samples from  a range of loca-
tions in  the  stockpile.  Samples  should be taken from dif-
ferent interior sections of the pile which may represent
 material produced in different time periods. Grab samples
 should all  be of the same size so that the composite is  an
 equal representation of all of the grab samples. The grab
samples should be mixed  thoroughly and a subsample
 pulled from the mixture.

  Composite sampling  is useful  for any type of sampling,
 but the protocol  must be modified  when  microbial analy-
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 ses are intended. Samples must be taken  over a shorter
 period of time so that microbial populations do not undergo
 significant changes during the  sampling event. For ex-
 ample,  a composite time-average sample can be obtained
 by combining a series of small samples taken once every
 5 minutes for a period of an hour. A composite sample for
 bacterial and  viral testing could be taken over an  hour or
 less under most circumstances without  compromising the
 results. Composite sampling over 24 hours,  or even longer
 if special precautions are taken,  is possible for viable hel-
 minth 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 oxidants).  In addition to  limit-
 ing the sampling period, sterile  equipment  must be used
 when taking grab samples or compositing the samples for
 microbiological analysis in order to prevent introducing
 pathogenic  bacteria.

   Composite sampling may be possible  for  samples to be
 used in some of the  procedures to determine whether vec-
 tor attraction reduction is adequate. It may not be  appro-
 priate for those  procedures that depend  on  bacterial  respi-
 ration (i.e., aerobic or anaerobic  digestion).  This subject is
 discussed in Appendix D which presents procedures for
 three methods to  demonstrate reduced  vector attraction.

 10.7    Regulatory Objectives and  Number of
        Samples that Should  be  Tested
   Overall, it is recommended that numerous samples be
 taken over a period of 2 weeks  in order to represent the
 average characteristics of a sludge  stream. Unfortunately,
 sampling for microbial and vector attraction reduction  pa-
 rameters is more complicated than sampling for  heavy
 metals  because of the time  limits  and  contamination is-
 sues involved. In addition, the results of microbial testing
 must be handled differently. The following  is a review of
 the primary  sampling  and monitoring issues that relate to
 particular pathogen and vector attraction reduction param-
 eters.

 Class  B:  Monitoring for Fecal Coliform
 Densities
   Part 503 requires that seven samples  be  taken to dem-
 onstrate compliance with the fecal coliform levels required
 of Class B biosolids. Under the Class B requirements seven
 samples also means  seven analyses. Seven samples were
judged adequate to account for the  short-term fluctuations
 in treated sludge quality and  allow determination of aver-
 age 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 diffi-
 culty meeting the standard. If the mean value does not
 meet the standard, the material is not a  Class B biosolids
 and must be  disposed of otherwise until the standard is
 met.
  The regulation  requires that the geometric mean  fecal
coliform density of the seven  samples be less than 2 mil-
lion 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 coliform  per gram, measured values of the
fecal  coliform  density would cluster around  2 million per
gram, but half would  be below and half would be above it.
Half the time, the treatment 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  experi-
mentally determined  average will  be below  2 million per
gram. Just how much below depends on the standard er-
ror of the average.

  Use of at least seven samples is expected to reduce the
standard error to a reasonable value. In tests on extended
aeration 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.= s/(n1/2))is 0.11. Using the
normal probability distribution, the true mean must  be be-
low 1.30 million if the geometric mean of seven measure-
ments is to be below 2 million 95% of the time (see Table
10-1  for details of this calculation). If the standard  devia-
tion 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 measurements used to determine the geometric
    mean.

   • Reduce process variability.

   • Improve  sampling and analytical techniques.

  What action to take to  reduce the geometric mean de-
pends on the process. For anaerobic or aerobic digestion,
some suggested  steps are to increase temperature, in-
crease residence  time,  use a draw-and-fill feeding  proce-
dure  rather than fill-and-draw or continuous  feeding,  and
increase  the time between withdrawal and  feeding. After
an attempt at  improvement, the evaluation should  be re-
peated. If the  process continues to fail,  more substantial
changes to the process may be appropriate.

Class A: Monitoring for Fecal Coliform  or
Salmonella sp.  Densities
  Part 503 requires that,  to qualify as a Class A sludge,
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 sewage sludge (dry
weight basis)  or Salmonella sp.  densities below detection
limits (3 MPN/4 g). The regulation does not specify the
number of samples that have to be taken during a moni-
toring event. One sample  is not enough to properly repre-
sent  the sewage sludge. It is recommended that multiple
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Table 10-1. 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 normally distributed. (The arithmetic mean of the logarithms of the fecal coliform
     densities is the mean of the distribution. The geometric mean is the antilog of the arithmetic mean of the log values.)

   • 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:

 and:

 Where:
 P =
 u  =
u  =

y  =
X  =

n  =
s  =
the proportion of the area under the curve to the right of u relative to the whole area under the curve.
the standard measure
(x-u)/Sx (Equation 1)
true log mean
log mean of the measurements
Sx = s/n1'2
number of measurements that are averaged
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 u,

       1.645 = (6.301-u)/(0.3/71'2)
         u  = 6.114
 Antilog 6.114  = 1.3 million CFU/g.
 samples (>7) be taken over a period of two weeks in order
 to adequately represent sludge  quality. Based on the reli-
 ability of the treatment process and  historic test results,
 there  may be time when a reduction in this monitoring
 recommendation is justified. In the case  of Class A,  ana-
 lytical  results from multiple samples are  not  averaged to-
 gether; instead, all results must be  in compliance with
 Class A limits.

  The  measured fecal  coliform density provides an  esti-
 mate of the  likelihood of Salmonella sp. detection  and,  if
 detected, the expected density. Yanko (1987) obtained  a
 good correlation between  fecal coliform  density and  Sal-
 monella sp.  detections in  his extensive  investigation of
 composts  derived  from sewage sludge.  The fraction  de-
 tected is less than  10% when fecal coliform density is less
 than 1,000 MPN/g.  Yanko  also obtained  a good correla-
 tion between fecal coliform density and Salmonella sp.
 density for those samples for which Salmonella sp. were
 detected. That correlation  predicts that, for fecal coliform
 densities less than 1,000  MPN/g,Salmonella sp. densities
 will be less than 1.0 MPN/g. Thus, at fecal coliform  densi-
 ties 4,000  MPN/g, Salmonella  sp. detections will  be in-
 frequent and, if detected,  densities are expected to be
 below 1 MPN/g.

  The  Part 503 allows the  monitoring of either fecal coliform
 or Salmonella sp. in order to demonstrate  compliance  with
 Class  A microbiological requirements.  The Salmonella sp.
                                                    determination is somewhat similar to the fecal coliform test,
                                                    but it is much more expensive and requires a high  experi-
                                                    ence level. In all  likelihood, the Salmonella  sp. tests would
                                                    have to be carried out by a contract laboratory.

                                                      The standard deviation for Class A sludges will most likely
                                                    be lower than for Class B. This is due to the fact that we
                                                    have many more  organisms  present in Class B sludges
                                                    which are not equally distributed within the biosolids.  There-
                                                    fore you  have greater variability and  hence a higher S.D.

                                                      What action to take to further reduce pathogens in case
                                                    the fecal coliform requirement is not met depends  on the
                                                    process.  In general, verification of retention  times and  tem-
                                                    peratures as  well as  elimination  of cross-contamination
                                                    between  feed and treated sludge or opportunities  for re-
                                                    introduction  of pathogens  into treated sludge are  recom-
                                                    mended.  For  aerated deep-pile composting, thicker insu-
                                                    lating layers on the pile and longer maturing times are  sug-
                                                    gested.

                                                    Class A:  Monitoring for and Demonstration
                                                    of Enteric  Virus and Viable Helminth  Ova
                                                    Reduction
                                                      The  accuracy of monitoring  results demonstrating  the
                                                    absence  of enteric viruses and  helminth ova is influenced
                                                    by the variability in the influent to the treatment works and
                                                    the inherent error in the  experimental method. Information
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on method error for both enteric viruses and helminth ova
is available only on  standard  deviations  calculated from
duplicate samples.  Goyal et al. (1984) report that, in their
comparison of methods for determining enteroviruses, the
log standard deviation for the virus determination in sew-
age sludge was  0.26  (47 degrees of freedom). A review  of
the work of Reimers et al. (1989) indicates 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 mini-
mize this effect.

   Deciding how many samples to take for enteric viruses
and viable helminth  ova is more difficult than for fecal
coliform  and  Salmonella sp. because enteric  viruses  and
viable helminth ova often may  not be  present in untreated
sludge.  For this reason, the interpretation of the  density
determinations for these organisms in treated  sludge de-
pends on the quality of the feed sludge.  If no enteric vi-
ruses or viable helminth ova are detected in the feed sludge,
then the absence  of these organisms in corresponding
samples of treated sludge does not  indicate in any way
whether the process is or is not capable of reducing these
organisms to below detectable limits.  The ability of a pro-
cess 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 correspond-
ing samples must show positive in the feed sludge and
negative in the  treated sfudge to  provide  convincing  evi-
dence 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 micro-
organisms, compositing is suggested  as a way to obtain
meaningful 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 neutral-
izing any added  chemicals such as strong  bases that were
added as part of the pathogen-reducing process, compos-
ites can  be collected  over  a  2-week  period. Correspond-
ing composites of feed and treated sludge can be com-
pared, with  a  much lower  likelihood of not finding  viable
helminth  ova in the feed sewage sludge. Because the ana-
lytical method itself has a  high variance  (see above),  a
minimum of 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 samples will be
stored 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  vi-
 ruses in processed  sludge must be based  on  the results  of
 several  measurements.  Most of these measurements are
 expected to show  below detectable densities. If any one
 sample  is above 1 PFU (for viruses) or 1 viable helminth
 ovum (for helminths) per 4 grams, the process does not
 meet the Part 503 operational standard.

  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 dis-
 posal, provided there has been no significant dilution down-
 stream with  inert solids.

   Farrell et  al.  (1996) have determined the  standard de-
 viation  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%).
 Conventional  statistical procedures (see Davies and  Gold-
 smith, 1972) were  used to calculate the standard error  of
 the  percent volatile solids reduction (%VSR),  which is cal-
 culated from the %VS of the untreated and treated sludge.
 The standard error of the %VSR when calculated by the
 Van Kleeck equation (see Appendix 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 confidence interval
 is reduced to ±1.5%, which is a more acceptable value.

   The most difficult problem  with the  %VSR determina-
 tion, as  discussed above in Section 10.4, is getting corre-
 spondence of the  influent sludge with the effluent sludge.
 If there  has  been  a significant change in  an  inlet concen-
 tration or flow rate, achieving  correspondence can require
 several months of  monitoring inlet and outlet volatile sol-
 ids 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 performance.1  This
 implies  that data have been collected beforehand  that dem-
 onstrate  that sewage sludge composition has reached
 steady state 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 dem-
 onstrate steady state performance  before the testing pe-
 riod. Fortunately, the total and volatile solids determina-
 tions 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
1Note that, unlike the plug flow case, there should be no displacement in time be-
 tween comparisons of input and output for fully mixed reactors. Only when there
 has been a significant change is it necessary to wait a long time before the com-
 parisons can be made.
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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  re-
duce 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 8.3
and 8.4)  is the percent volatile solids content (%VS) from
which the percent volatile solids reduction  is  calculated
(%VSR).  Using  the standard deviation of 0.65%  determined
by Farrell et al.  (see above), the standard error of the %VSR
when calculated by the Van Kleeck equation (see Appen-
dix 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. Samples should also
be taken to account for the variability in  the  process. The
2-week sampling period suggested for the Class A disin-
fection microbiological  tests may be  excessively restric-
tive if several samples are to be evaluated. The equip-
ment needed for the test is not expensive  but the units
take up substantial bench space. It is unlikely that a treat-
ment 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
considered applicable to  the monitoring  period. It is esti-
mated on a  best judgment basis that five tests are needed
to account for variability in the  feed sludge and in the treat-
ment process  itself.

Specific Oxygen Uptake Rate Test
  The Oxygen uptake measuring part of the specific oxy-
gen uptake rate test (SOUR, see Appendix D) can be com-
pleted in  the laboratory or field in a few minutes,  so there
is no difficulty in completing the test during  a  monitoring
event. The test requires the SOUR determination to  be
made on two subsamples of a given sample. Farrell et al.
(1996) found that, in the target SOUR value of 1.5 mg 02/
hr/g, sludge solids replicates agreed within about ± 0.1 mg
02/hr/g. Since the test is easy to run, it is suggested that
seven  tests within the 2-week  sampling event will ad-
equately define the  SOUR. Labs performing this test should
demonstrate that they too can  achieve this level  of preci-
sion for replicates  (±0.1 mg 02/hr/g). Arithmetic average
of the  tests should be computed and compared  against
the Part 503 SOUR value.

Raising the pH to 12
  There are two options in the regulation that reduce vec-
tor 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 8.7).
The second method is for domestic septage. The pH  is
raised to pH >12 by alkali addition and, without further ad-
dition of alkali, remains at >12 for 30 minutes (see Section
8.13). 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 Oliver, 1987), which is pre-
sumed to have been 25°C  (77°F). Consequently, pH should
be measured at 25°C (77°F) or measured at the existing
temperature and converted to 25°C  (77°F) by use of a tem-
perature-versus-pH  conversion  table  determined  experi-
mentally for a  treated sludge that meets the pH require-
ments. The  correction is not trivial for alkaline solutions; it
is about -0.03 pH unitsfC  (-0.017  pH units/°F)for aqueous
calcium hydroxide with a pH of about 12, and should not
be ignored.  Note that temperature-compensated pH meters
only adjust  instrument parameters  and do not compen-
sate for the  effect of temperature on the pH of the solution.

pH Adjustment and 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 Oliver (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 in-
coming stream  of septage  distributes the lime and mixes it
with the domestic septage. The pH is measured when the
truck loading is complete. The truck then moves to the use
or disposal  site. Agitation generated by the motion of the
truck may help in mixing and distributing the lime how-
ever, supplemental mixing in the tank may be needed. The
pH is again measured at the use or disposal site. The sec-
ond pH measurement 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 stain-
less 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 oth-
ers.  Accuracy of these measurements is within  ± 0.1 pH
unit. If the pH is below 12, either  initially or after 30 min-
utes, 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.

pH Adjustment and Sewage  Sludges
   For addition of alkali to sewage sludges, the pH require-
ment is part of both the PSRP process description (see
Section 5.3) and the requirement of a vector attraction
option  (see  Section  8.7). Monitoring is required from 1 to
12 times a year (see Table 3-4 in Chapter 3), and the pro-
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cess must meet the prescribed operating conditions
throughout the year.

  Alkali is  sometimes added  to liquid sludge  and some-
times  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 liq-
uid 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  measurement 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 elec-
trode for use at pH values over 10. The pH  electrode is
inserted directly in the sludge  for the reading. The second
measurement is  made  24 hours after  addition of alkali. If
the sludge  is still in the liquid  state, the pH measurement
is made in  the same fashion. However, if the  process  in-
cludes 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 measurement. Ac-
ceptable  procedures for preparing  the sample and mea-
suring pH are given by EPA (1986). The procedure  requires
adding 20 ml_ of distilled water (containing 0.01 M CaCy
to 10 g of sludge cake, mixing  occasionally 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 do-
mestic 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 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 dewa-
tering  process discharges continuously to  a  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 measurement must be reduced in size for the pH
 measurement.  The alkaline-treated sludge may be dis-
 charged from the mixing devices in the form of irregular
 balls that can be up to 5 to 7.6 cm (2 or 3 inches) in diam-
 eter. It is important that the  biosolids to which the environ-
 ment will be exposed have  been treated to reduce patho-
 gens  and  vector attraction to the desired  level. If the dis-
 charged biosolids are  ball shaped and the alkali has not
 penetrated the entire ball, one  or both of these goals is not
 met for the material inside the ball. The entire ball should
 be  at the proper pH. It is suggested that the composite be
 thoroughly mixed and that a  subsample be taken  for analy-
 sis  from the mixed composite. An  even more conservative
 approach is to sample only the interior of the balls.

 Percent Solids  Greater  Than or Equal to
 75% and 90%
  The monitoring requirement  for these vector  attraction
 options (see Sections 8.8 and  8.9) is simply measurement
 or total solids.  This  measurement is described  in  Standard
 Methods (APHA [1992], Standard Method 2540 G).  Standard
 Methods states that duplicates should agree within ± 0.5% of their
 average. For 75% solids, this would be ± 3.8%. For a con-
 tinuous 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 de-
 composition will not  occur. Approximately seven such com-
 posites 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 at-
 traction reduction requirements before removing the sludge
 from the drying area. This can be done by taking two sepa-
 rate space-composites  from  the dried sludge, analyzing
 each of them  in duplicate, and removing the sludge only  if
 it meets the required solids  content.


 Frequently  Asked  Questions
  How many  samples should be  submitted for each
 monitoring event for Class A pathogen tests? How
 many grab samples should be taken for each com-
 posite?

  The 503  regulations do not  specify a minimum number
 of samples  per sampling event for Class A sludge, but it is
 strongly recommended  that  enough samples be  taken to
 adequately represent the mass of material which is to be
 distributed. A  minimum  of seven samples, as required for
 Class B fecal coliform  testing is recommended, but the
 number of samples, and the number of grab samples which
 each composite should  represent, depends on the size of
the  facility  and the volume of sludge product that  is distrib-
 uted. A sampling plan should be developed and submitted
to the permitting authority for review.

Are you out of compliance for Class A if you take more
than one sample, and one result is over the limit?
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 Yes, In order to meet Class A standards, all material must
meet pathogen standards. Although Class B pathogen stan-
dards are based on a geometric mean of analytical re-
sults, geometric  (or arithmetic) means are  not acceptable
for compliance with Class A standards. Therefore, if sev-
eral  samples are submitted for analysis during one moni-
toring event, and one sample is found to be out of compli-
ance with Class A pathogen  standards, the entire batch
must be considered Class B (assuming it  meets Class B
standards).

   For  batch processes, one way to prevent one 'out of
compliance'  sample from affecting the classification of a
large volume of finished product is to maintain smaller sepa-
rate  storage piles  and to sample  from segregated areas.
For  example, finished compost could be  separated  into
piles based  on when composting was completed. If  one
result shows  non-compliance with the  Class A standards,
but other samples are within the Class A limits, it would be
relatively simple to separate put  the  non-compliance  ma-
terial and reprocess it or distribute it as Class B material.

  Continuous flow operations can reduce the probability
that  one outlying result will cause their process to fail
by taking multiple samples over a 24-hour period and
compositing the samples. The composite sample can then
be analyzed in duplicate to provide more data.

  Averaging lab  results is allowable as a  means to elimi-
nate  laboratory variability; however, all data must be reported
to the permitting authority for review. For example, if a  lab
runs duplicate fecal coliform analyses on one sample, the
results from  these analyses can be averaged together for
one  result. This  is not intended to allow facilities to rerun
analyses on out-of-compliance samples in the hope of low-
ering average results.

  Pathogen  testing on our Class A sludge product  has
shown  that we consistently reduce Salmonella sp. to
below detectable limits,  but  fecal coliform levels  are
sometimes over  1000 MPN per gram.  Should we be
concerned about  this? Should we be concerned if the
fecal coliform level  in our Class A material is occa-
sionally as high as 990 MPN/gram?

  According  to the regulations, neither situation is a prob-
lem.  You are required to comply with either the Salmonella
sp. or the fecal coliform standards, not both. However, the
level of  fecal coliform in the product may indicate that there
is incomplete pathogen destruction or some regrowth in
your  product, in which case you  should examine your patho-
gen  and vector  attraction  reduction processes to ensure
fnat you are  complying fully with the requirements and are
not contaminating the product. The high fecal coliform
counts  may also be due to the presence of other, non-
fecal coliforms in the sludge. These coliforms, which share
some characteristics with fecal coliforms, may be detected
in fecal  coliform  testing. They are particularly likely to ap-
pear in  compost samples since they tend  to be found in
woody materials.

   In addition, certain processes have been found to leave
a residual population  of fecal coliform  which  can repopu-
late the sludge. It is  possible that testing would  find fecal
coliform over the Class A limits even when the pathogenic
bacteria for which fecal coliform are intended to  serve as
indicators have been reduced below detectable levels.
Composting and lime  treatment are two of these processes.
It is therefore recommended that if properly operated Class
A facilities yield high populations  of fecal coliform  in fin-
ished solids that Salmonella sp. be used as the indicator
organism for these types of facilities.

  Can we distribute finished material before getting
pathogen test  results back? If yes, what do you do  if
results later show that material was not Class A?

  This issue is covered extensively in Section 4.10. Sludge
classification is based on the most recent available lab data,
and therefore, material generated during a sampling pe-
riod can be distributed before results from that  sampling
period are available (based on the results of the previous
sampling event). However, it is recommended that materi-
als generated during  the  sampling period be held on site
until results are available  in order to prevent a situation in
which material is erroneously classified  and distributed as
Class  A.

  If composting piles are monitored  for temperatures
at three different points, do all three points have to
meet  PFRP at the same time?

  All particles of sludge must  undergo the PFRP  time and
temperature  regime.  For  aerated static  pile and  in-vessel
composting,  the entire pile must meet the temperature re-
quirements concurrently. If one point is found to be below
the 55°C level during the temperature monitoring period,
the entire pile is considered to be  out of compliance, and
the three consecutive day PFRP period must start over
again. However, if temperatures are taken in distinct piles
or cells of an in-vessel system, each section can  meet the
PFRP requirements separately.

  Our facility  often stockpiles  composted  sewage
sludge over the winter.  In the spring, we may have as
much as four months' production of compost on site.
How  should sampling be conducted?

  After material is stored  on site, it must be resampled in
order  to determine if regrowth of pathogens has taken
place.  The  number of samples  should correspond to the
time period that the stockpile represents  and the mandated
frequency of sampling based on the facility's size. For ex-
ample, if a facility is required to sample sludge every month,
and there are four months' worth of compost on site, a
minimum of four samples  (therefore, 4 times 7 or 28 analy-
sis) from appropriate sections  of the stockpile  must be
submitted. Ideally, material will be stored  in segregated
piles so that each month's production of compost can be
sampled separately.

  This applies to other long-term sludge storage such as
lagoons. The number of samples taken from  lagoons
should be based on the time period  that the lagoon(s) repre-
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sent and the frequency  of sampling that a facility is obli-
gated to follow because of the rate of sludge generation.

  What should we do if our process changes or ex-
pands?

  Permits are granted based on particular operational pa-
rameters.  Therefore, any projected changes  in the opera-
tion or expanded flow should be discussed  with the per-
mitting authority before changes are made, even if you do
not have a permit.

  Can we be permitted for operation only during cer-
tain months?

  If your operation  will only meet pathogen  or vector at-
traction reduction standards  during part of the year, your
permit can contain conditions which allow distribution only
during these times. Permits can also be written to take
ambient conditions  into account; for example, some "low-
impact" composting facilities are  required to retain mate-
rial over two summers. It may also be practical to limit stor-
age and  utilization of particular  types  of sludges to some
seasons.

  Can we combine  two PSRP processes that individually
do  not meet the specified process requirements to pro-
duce a Class B product? Can time in extended aeration be
added to  digester time?

  The only way to evaluate the effectiveness of pathogen
reduction through  a  combination  of two or  more PSRP pro-
cesses is  by testing  the sludge for fecal coliform density. If
sufficient pathogen  reduction can be demonstrated con-
sistently, the preparer also  may consider applying for a
PSRP equivalency for the combined processes in order  to
eliminate the need for fecal coliform testing.

  In general, extended  aeration cannot be  considered a
PSRP or part of a PSRP because raw sewage is continu-
ally being  added to the aerator and blending with the mixed
liquor. Specific  cases in which  extended  aeration  is not
subject to short-circuiting and is thought to contribute sig-
nificantly  to the pathogen  reduction  process should be
evaluated by testing the resulting sludge for fecal coliform
density and by the  SOUR test or extended aerobic diges-
tion one for addressing  VAR requirements.

  If I produce an  "exceptional quality" (EQ) product
and mix the product with topsoil  before  distribution,
does  the mix have to be tested for  503 compliance?

  Regulations regarding "exceptional  quality" material,  or
material which complies with the highest levels of  patho-
gen and vector attraction reduction as well as heavy met-
als limits,  are based on when the sludge preparer  loses
control of the material. If the  EQ material is still  within your
control (i.e. on-site  or owned by the preparer) when it is
mixed, the new product must undergo pathogen and vec-
tor  attraction reduction processes and be analyzed for Part
503 parameters  including pathogens,  vector  attraction re-
duction, and  heavy metals.  This  may  be problematic for
some facilities since a mix of stable compost and soil, for
example, is unlikely to meet/undergo PFRP time and tem-
perature requirements. You  may have to test the mix for
helminth ova and  enteric viruses  in order to demonstrate
compliance  with Class A pathogen reduction. If, however,
the EQ material has left your control (i.e. is sold to  a soil
blender), the material falls out of the jurisdiction of the Part
503, and any subsequent blending  of the material with other
products is not covered by these regulations. Non-EQ
materials are always subject to the Part 503, and storage
or mixing of non-EQ materials with soil, yard waste, or other
additives must  be  followed with re-testing and re-classifi-
cation. The party responsible for the sludge mixing is con-
sidered a sludge preparer and is therefore subject to all
Part 503 requirements.

  Our sludge  product meets vector  attraction reduc-
tion requirements because the  level of total solids  in
the material is greater than 75 percent. If stored  mate-
rial  becomes wet because of rainfall, is the material
still in compliance with the requirements?

  The vector attraction reduction requirement stipulates
that the material be processed  to greater than 75 percent
(or 90 percent  when  unstabilized  solids are present) total
solids. If dried sewage sludge (biosolids) is stored at your
facility and  becomes wet, it still  meets the vector attraction
reduction criteria as long as the facility has testing  docu-
mentation that the biosolids  were processed to  >75 or 90
percent solids prior to the time the material became wet.  It
is a gpod management practice however to prevent dried
biosolids from  getting wet while it is being stored at the
facility.

   In the case of vector attraction reduction Option 6, it  is
required that the pH of the  sludge be raised to >12 for  2
hours and >11.5 for 22 hours. It is not required that the
sludge be  maintained at the elevated pH once the  mate-
rial has fulfilled the vector attraction  reduction requirement.
However, it is important to note that the sludge which ap-
pears to be stable under the elevated conditions may be-
come odorous and attract vectors if the pH declines. It  is
recommended that sludge be utilized before the pH  drops
below 10.5  in order to prevent odors or vector attraction
which  may result in a public nuisance.

  Can Alternative 1 be used to demonstrate  pathogen
reduction for composting  if the compost piles do not
attain 55° C for  3  consecutive days?

  Alternative 1  is  based on  similar time/temperature rela-
tionships  as  the composting process.  Regime  A
(D=131,700,000/100-1400t in which t>50°C and D>0.0139
days) can  apply to composting. The table below shows
some points on the time/temperature curve that would com-
ply with the regime.
       Time (Days)
Temperature (°C)
0.02 (30 min)
0.04 (1 hour)
0.08 (2 hours)
1
2
3
70
68
66
58
56
55
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  As shown, it is theoretically possible that a compost pile
could comply with Alternative 1 by reaching very high tem-
peratures for a short period of time. Alternative 1  is based
on  the assumption  that  all  particles of sludge are at-
taining  these temperatures uniformly. This may be diffi-
cult in a compost pile unless the compost pile is completely
enclosed and well insulted. In addition,  excessive tempera-
tures in a composting process  may result  in anaerobic
conditions and  subsequent odors.

  Our  facility is planning to expand next year, and we
would  like to implement a new process  for pathogen
reduction. We will submit our  request for equivalency
to the  PEC this year, but, given the current turn around
time for applications, do not expect to have equiva-
lency granted for 2  more years. What should we do in
the interim?

  Depending on the class  of sludge you are hoping to pro-
duce, you have  two options. If you are producing a Class
B sludge, you should continue to do fecal coliform testing
in order to demonstrate compliance with the Class B limit
of 2 million CPU or MPN per dry gram of sludge. If you are
producing a Class A  sludge, you could follow Alternative 4
and test the  sludge  product for  helminth ova and enteric
viruses as well as either fecal coliform or Salmonella sp.
In either case, an application for equivalency  will  require
data demonstrating pathogen  reduction, so  this  data will
be  useful  in that respect.

  You  may also  wish,  in the case of Class A sludge, to test
the feed sludge for enteric virus and helminth ova. Adequate
demonstration that the process reduces these pathogens
on  a consistent  basis may Qualify the process as a  PFRP
equivalent one (Class A,  Alternative 6). You should con-
sult with the  permitting authority to  determine  an accept-
able sampling  protocol. Demonstration of helminth ova and
virus reduction is difficult, particularly if the density of these
pathogens in the influent is low or sporadic.  The sampling
program must demonstrate that  actual reduction is  taking
place,  not just that the pathogen density  in the treated
sludge  is low.  Once  pathogen reduction has  been  suffi-
ciently  demonstrated,  testing for  enteric viruses and helm-
inth ova are no longer necessary as  long as the process  is
conducted in compliance with  specified conditions  for PFRP
equivalency.

  Our  facility distributes  Class  B lime stabilized  sludge
to farmers who use  the sludge  on  a variety of crops.  Is
it our  responsibility to keep track of how this sludge  is
used?

  You  are required to provide the farmers with all sludge
quality data as  well  as regulatory information which will
allow them to  comply with the appropriate site restrictions.
The applicator, and/or the POTW, is then responsible for follow-
ing the  correct site and harvest restrictions. However, given
that any problems  with land application will most likely af-
fect the public perception of sludge reuse and this may  in
turn affect your facility, it  is recommended that you work
closely with farmers to ensure that the regulations are be-
ing followed.  In addition, the permitting authority may
choose  to include conditions related to site and harvest
restrictions in your permit.

  Is there any limit of how long Class B sludge can be
stored before it is used?

  Part 503 Rule defines storage as "the placement of sew-
age sludge: on land on which the sewage sludge remains
for  two  years or less." It does not include placement of
sewage sludge on the land for treatment.  After two years
the storage site is considered a final disposal one.  The
permitting authority may include storage conditions in  your
permit which  mandates  usage of the material while it still
retains certain characteristics (moisture content)  or within
a certain time period. It is recommended that storage of
Class B material be limited to  30 days and be conducted
under similar site restrictions as usage of Class B mate-
rial. For example,  public contact and access to  the stor-
age site should be restricted.

  If the vector attraction reduction requirements have
been fulfilled under Option 6,  is there any need for the
sludge  to remain at an elevated  pH?

  In the case of vector  attraction reduction Option 6, it is
required that the pH of the sludge be raised to >12 for 2
hours and >11.5 for 22  hours.  It is not required that the
sludge be maintained at the elevated pH once the mate-
rial  has  fulfilled the vector attraction reduction requirement.
However, it is important to  note that sludge that appears to
be  stable under the elevated conditions may become odor-
ous and attract vectors if the pH declines. It is recom-
mended that sludge be utilized before the pH drops below
10.5 in order  to prevent  odors or vector attraction  that may
result in a public nuisance.


References and  Additional Resources

Counts, C.A. and A.J.  Shuckrow. 1975.  Lime stabilized
    sludge: its stability and effect on agricultural land. Rept.
     EPA/670/2-75/012, pub. U.S. EPA.

Davies,  01. and P.L. Goldsmith, ad. 1972.  Statistical meth-
    ods in research and production. Essex, England:
    Longman Group Ltd.

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

Farrell,  J.B., V.  Bhide, and J.E. Smith.  1996. Development
    of EPA's  new methods to quantify vector attraction re-
    duction of wastewater sludges.  Water Environment  Re-
    search, Vol. 68, No.  3.

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.M. Gibbs, and  S.R. Farrah. 1984.
    Round robin  investigation of methods for recovering
    human enteric viruses  from sludge. Applied & Environ.
    Microbiology 48:531-538.
                                                        88

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Kowal, N.E. 1994. Pathogen risk assessment: Status and
    potential application in the development of Round II regu-
    lations. Proceedings of the June 19-20, 1994  Speciality
    Conference. The Management  of Water and Waste-
    water Solids for  the 21st Century: A  Global Perspec-
    tive. Water Environment Federation.  Alexandria, VA.

Reimers, R.S., M.D. Little,  T.G. Akers, W.D. Henriques,
    R.C. Badeaux, D.B.  McDonnell,  and K.K. Mbela.  1989.
    Persistence of  pathogens in  lagoon-stored sludge.
    Rept. No. EPA/600/2-89/015  (NTIS No. PB89-190359/
    AS). Cincinnati,  OH: U.S. EPA Risk  Reduction  Engi-
    neering Laboratory.

Ronner, A.B. and D.O. Cliver.  1987. Disinfection  of viruses
    in septic tank  and holding tank waste by calcium hy-
    droxide (Lime). Unpublished report,  Small Scale Waste
    Management Project. Madison,  Wl: University of Wis-
    consin.
U.S. EPA. 1986. Test methods for evaluating solid waste:
    method 9045A, soil and waste pH, Revision 1, Nov.
    1990. Washington, D.C.: Office  of Solid Waste and
    Emergency Response, U.S. EPA. (avail. U.S. Supt. of
    Documents).

Weaver, R.W., J.S. Angle , and P.S. Bottomley. 1994. Meth-
    ods of Soil Analysis. Part 2. Microbiological and Bio-
    chemical properties. Madison, Wl. Soil  Science  Soci-
    ety of America.

Yanko, W.A. 1987. Occurrence of  pathogens in distribu-
    tion and marketing municipal sludges.  Report  No.: EPA/
    600/1-87/014.  (NTIS PB88-154273/AS.) Springfield,
    VA: National Technical  Information Service.
                                                      89

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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 reduction requirements
of the Part 503 is to  treat sewage sludge in a process
"equivalent to" the PFRP or PSRP processes listed in Ap-
pendix B of the Part 503 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 microbiological requirement (see Section
    4.3) is considered to be a Class A biosolids with re-
    spect 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 biosolids with respect to pathogens (see
    Section  5.4).

  These alternatives provide continuity with the  Part  257
regulation, which required  that sewage sludge 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 respect to equivalency.  Under Part 257,
a process  had to be found equivalent in terms of both patho-
 ?en reduction and  vector attraction reduction.  Under Part
 03,  equivalency pertains only to  pathogen reduction.
However,  like all Class A and B biosolids,  sewage sludges
treated  by equivalent processes  must also meet a  sepa-
rate vector attraction reduction requirement (see  Chapter
8).

 What Constitutes Equivalency?
  To  be equivalent, a  treatment process must be able to
consistently reduce pathogens to  levels comparable to the
reduction achieved by the listed PSRPs  or PFRPs. (These
levels, described in Section 11.3, are the  same levels re-
quired of all  Class A and B biosolids.) The process contin-
ues to be equivalent as long as it is operated under the
same  conditions  (e.g., time, temperature, pH) that produced
the required  reductions.  Equivalency may  be site-specific;
equivalency applies only to that particular  operation run at
that location  under  the  specified 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  required patho-
gen reductions under the variety of conditions that may be
 encountered at different locations across the country may
 qualify for  a  recommendation of national  equivalency (a
 recommendation that the process will be equivalent wher-
 ever it is operated in the United States).

 Who Determines  Equivalency?
  The permitting  authority is responsible for  determining
 equivalency under Part  503.  The permitting authority  and
 facilities  are encouraged to  seek guidance from EPA's
 Pathogen Equivalency Committee (PEC) in  making equiva-
 lency determinations.  The PEC  makes  both  site-specific
 and national  equivalency recommendations.

 What Are  the  Benefits of Equivalency?
  A determination of  equivalency can be  beneficial to a
 facility, because it reduces the microbiological monitoring
 burden in exchange for  greater monitoring  of  process pa-
 rameters. For example a facility meeting Class A require-
 ments by sampling for enteric viruses and  viable helminth
 ova in compliance with Alternative 4 may be able to elimi-
 nate this monitoring burden if  they are able  to demonstrate
 that their treatment process adequately reduces these
 pathogens  on a consistent basis1.  Similarly, a facility meet-
 ing Class B Alternative  1 requirements  by  analyzing sew-
 age sludge for fecal coliform may be able to eliminate the
 need for testing if the process is shown to  reduce patho-
 gens to the same extent as  all PSRP processes. Equiva-
 lency is  also beneficial  to facilities which  may have  low
 cost,  low technology systems capable of reducing patho-
 gen populations.  Options such  as long-term storage, air
 drying, or  low technology composting  have been consid-
 ered by the PEC.

  Because equivalency status allows a facility  to eliminate
 or  reduce  microbiological sampling, it  is imperative  that
 the treatment processes deemed equivalent undergo rig-
 orous review to ensure that the Part 503 requirements are
 met. Obtaining  a recommendation of equivalency neces-
 sitates a thorough examination of the process and an ex-
1A determination of PFRP equivalency will not reduce the monitoring required for
 Salmonella sp. or fecal coliform because all Class A biosolids, even biosolids pro-
 duced by equivalent processes, must be monitored for Salmonella sp. or fecal
 coliform (see Section 4.3).
                                                       90

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tensive sampling and monitoring program. The time needed
to review an  application is contingent on  the  completeness
of the initial application. Sewage sludge  preparers wishing
to apply for equivalency should  review this  chapter care-
fully and  discuss the issue with the regulatory authority in
order  to  determine  if equivalency  is appropriate  for their
situation.

   Figure  11-1  indicates when application  for equivalency
may be appropriate.
                                Recommendation of National Equivalency

                                  The PEC can also recommend that  a process be con-
                                sidered 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 en-
                                countered  at different locations across the country.  A rec-
                                ommendation of national equivalency can be useful  for
                                treatment processes that will be marketed,  sold, or  used
                                at different locations in the United States. Such a recom-
                        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?
              No
            Your process is
            unlikely to be
            equivalent to
            PSRP
              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?
                      recommendation
                      of national
                      equivalency is
                      unnecessary
                  Yes
                                            Is your process covered under Class A
                                            Alternative 1,  2 or 5?
Site-specific
PSRP
equivalency may
be useful
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?
                               Yes
              Is the effectiveness of your process
              independent of the variety of climatic
              and other conditipns that may be
              encountered in different locations in
              the United States?
                              Yes
              A recommendation of national PSRP
              equivalency may be useful
                      Your process is
                      unlikely to be
                      recommended
                      as equivalent on
                      a national level
Is the effectiveness of your process
independent of the variety of climatic
and other conditipns that may be
encountered in different locations in
the United States?
                                            A recommendation of national  PFRP
                                            equivalency may be useful
Figure 11-1. When is application for PFRP or PSRP equivalency appropriate?
                                                             91

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mendation may be useful in getting PFRP or PSRP equiva-
lency determinations from different permitting authorities
across the country.

Role of the Pathogen Equivalency
Committee
  The U.S. Environmental Protection Agency  created the
Pathogen Equivalency Committee (PEC) in 1985 to make
recommendations to EPA management  on  applications for
PSRP and PFRP equivalency under Part 257  (Whittington
and  Johnson, 1985). The PEC consists of approximately
ten members with  expertise in  bacteriology, virology,  para-
sitology, environmental engineering,  medical  and veteri-
nary sciences, statistics, and sewage sludge  regulations.
It includes representatives from EPA's  Research and De-
velopment Office, the Office of Water, and  the regional of-
fices. The 1993 memorandum  included at  the end of this
chapter describes the role of the  PEC.

Guidance and  Technical Assistance on
Equivalency  Determinations
  The PEC continues to  review and make recommenda-
tions to EPA management on applications  for  equivalency
under Part 503. Its members also provide guidance to ap-
plicants on the data necessary to determine equivalency,
and  to permitting  authorities and members of the regu-
lated  community on issues (e.g., sampling and analysis)
related to meeting the Subpart D (pathogen and vector
attraction reduction) requirements of Part 503. It is not
necessary to consult the PEC with regard to sampling and
monitoring programs if a protocol  is already approved un-
der one of the Class A alternatives. Figure  11-2 elaborates
on the role of the PEC under Part 503.

What's in This Chapter?
  This chapter explains how the  PEC makes  equivalency
recommendations  and describes how to  apply for  PEC
guidance. The guidance in this chapter may also prove
useful  for  permitting  authorities  in establishing  the  infor-
mation 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
permitting authority. This is the regional EPA office or the
State in cases in which responsibility for the Part 503 pro-
gram has been delegated to the state. Appendix A pro-
vides a list of EPA Regional and state Contacts.  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  sew-
age sludge characteristics, process characteristics, climate,
and  other  factors  that may affect pathogen reduction or
process efficiency as described in Section  11.5. The  com-
mittee evaluates this information  in light of current knowl-
edge 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.

  Site-specific equivalency is  relevant for many applica-
tions; to  receive a recommendation for national  equiva-
lency, the applicant must demonstrate that the process will
produce  the desired  reductions in  pathogens under the
variety of conditions that may be encountered  at different
locations across the country. Processes affected by local
climatic conditions or that use materials that may vary sig-
nificantly  from one part of the country  to another  are un-
likely to be recommended as equivalent on a national ba-
sis  unless specific material specifications and process  pro-
cedure requirements can be identified.

  If the PEC recommends that a process is equivalent to a
PSRP or  PFRP, the operating  parameters and any other
conditions critical to  adequate pathogen reduction  are
specified in the recommendation. The equivalency recom-
mendation applies only when the process is operated un-
der the specified conditions.

  If the PEC finds that it cannot recommend equivalency,
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
the applicant, if  necessary, to ensure that the appropriate
data are  gathered in an acceptable  manner.  The commit-
tee then  reviews the  revised  application when the addi-
tional data are submitted.

11.3   Basis  for PEC Equivalency
        Recommendations
  As mentioned  in Section 11.1, to be determined  equiva-
lent, a treatment  process  must consistently and  reliably
reduce pathogens in  sewage  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 result in these reductions.

PFRP Equivalency
  To be equivalent to  a  PFRP, a treatment process must
be able to consistently reduce sewage sludge pathogens
to below  detectable limits. For purposes of equivalency,
the PEC  is concerned  only with the  ability of a process to
demonstrate that enteric viruses and viable helminth  ova
have been reduced to below detectable limits. This is be-
cause Part 503 requires ongoing monitoring of all Class  A
biosolids  for fecal coliform or Salmonella sp.  (see Section
                                                      92

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                      UNITED STATES  ENVIRONMENTAL PROTECTION  AGENCY

                                     WASHINGTON. D.C. 20460
                                      JUN  15 1993
                                                  OFFICE OF

                                                   WATER
         MEMORANDUM
         SUBJECT:
         FROM:
The  Role of the Pathogen  Equivalency  Committee Under
the  Part 503  Standards  for the Use or Disposal of
Sewage Sludge
         TO:
         PURPOSE
Michael B.  Cook,  Directd
Office of Wastewater Enforce
James A. Hanlon,  Acting Director
Office of  Science & Technology

Water  Division  Directors
Regions  I  -  X
                                                               ce
              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 Regi9nal 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
Figure 11-2. Role of the PEC under Part 503.
                                         93

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            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.


       TEE 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.

            Ford 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  (4304T),
       Office of Science & Technology,  1200 Pennsylvania Avenue,
       Washington, DC   20460  or directly  to  the PEC Chairman.  The
       current PEC Chairman is:   Dr. James E.\\  Smith, Jr.,  U.S.  EPA,
       NRMRL,  (National Risk Management Research Laboratory)  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).

                                        94

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         community.    The PEC membership has  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(58EB 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 (MSW)
         Landfill Regulation  (56  ER  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 reguires 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).

                                        95

-------
       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 Wastewatsr  Sludge"
       (EPA/625/10-89/006),  and is  available from  CERI.

            if  there are  any questions  about this  memorandum,  please
       contact  Bob Bastian  from OWM at 202/564-0635    or  Dr. Smith from
       NRMRL at 513-569-7355..
Figure 11-2. Role of the PEC under Part 503 (continued).

                                          96

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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]) and that growth
of pathogenic bacteria has not occurred. Thus, to demon-
strate PFRP equivalency, the treatment process must be
able to  consistently show that enteric viruses and viable
helminth ova are below the detectable limits, shown be-
low:

  There are two ways these reductions can be  demon-
strated:

   • 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.

  The process comparison approach to demonstrating
equivalency is discussed  in Section 11.4.
PSRP Equivalency
  To be equivalent to  PSRPs, a process must consistently
reduce the density of pathogenic viruses and bacteria (num-
ber per gram of biosolids (dry weight basis)) in mixed sludge
from a conventional plant by equal to or greater than 1 log
(base 10).  Data indicate tnat, for conventional biological
and chemical treatment processes (e.g.,digestion and lime
treatment)  a reduction of 1 log (base 10) in  pathogenic
virus and bacteria density correlates with a reduction of 1
to 2 logs (base 10) in the  density of indicator organisms
(Farrell et al., 1985, Farrah et al., 1986). On this basis a 2-
log (base 10) reduction in fecal indicator density is accepted
as satisfying the requirement  to reduce pathogen  density
by 1 log (base 10) for these types of processes (EPA,
1989c).  Specifically, the applicant  must demonstrate a 2-
log (base 10) reduction (number per gram of biosolids  (dry
weight basis))  in fecal coliforms.

  There is substantial data to indicate that sludge produced
by conventional wastewater treatment and  anaerobic di-
gestion at  35°C for more  than 15 days contains fecal
coliforms at average log (base 10) densities (number per
gram of biosolids (dry weight basis)) of less than 6.0
(Farrell, 1988). Thus, for processes or combinations of
processes that do not depart radically  from conventional
treatment (gravity  thickening, anaerobic or aerobic  biologi-
cal treatment,  dewatering, air  drying and storage of liquid
or sludge cake), or for any process where there is a dem-
onstrated correlation between  pathogenic bacteria  and vi-
rus reduction and indicator  organisms reduction, the  PEC
accepts an average log  (base 10)  density (no./g. TSS) of
fecal coliforms and fecal streptococci of less  than 6.0 in
the treated  sludge  as  indicating adequate viral and bacte-
rial pathogen  reduction. (The  average log density is the
log of the geometric mean of the samples taken. Calcula-
tions of average log density  should be based on data  from
approximately nine  sludge samples  to account for the natu-
ral variability and the variability of the microbiological tests.)
  The data submitted must be scientifically sound in order
to ensure that the process can reliably produce  the re-
quired reductions under all the different types of condi-
tions that the process may operate. For example, for pro-
cesses that may be affected by daily  and seasonal varia-
tions in the weather, four or more sets of  samples taken at
different times of the  year and during different precipita-
tion conditions  (including worst-case conditions)  will be
needed to  make this demonstration.

  For national equivalency recommendations, the demon-
stration  must show that the process can reliably produce
the desired reductions under the  variety of climatic and
other conditions that may be  encountered  at different lo-
cations in  the United States.

11.4 Guidance on Demonstrating
       Equivalency  for  PEC
       Recommendations
  Many of the applicants seeking  equivalency do  not re-
ceive  a recommendation from the PEC. The  most com-
mon reason for this  is incomplete applications or  insuffi-
cient microbiological data. The  review process can be  both
lengthy and expensive, but it can be expedited and simpli-
fied if the applicant  is aware of the  type of data  that  will be
required for the review and submits a complete plan for
demonstrating equivalency in  a timely fashion.

  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  perfor-
mance 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 condition  required in
Part 503 for lime stabilization)  but  uses a substance other
than lime  to raise pH could possibly  qualify as a  PSRP
equivalent.  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 microbio-
logical data (listed below) are  needed  to  demonstrate  pro-
cess equivalency:

   • A description of the various parameters (e.g., sewage
    sludge characteristics, process operating  parameters,
    climatic factors) that influence  the  microbiological char-
                                                       97

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    acteristics of the treated sewage 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).

   • Discussion  of the ability of the treatment process to
    consistently  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 us-
 ing the methods required by Part 503 (see Chapter 9).
 The sampling program  should  demonstrate the quality of
 the sewage sludge that will be  produced  under  a range of
 conditions. Therefore, sampling events should  include  a
 sufficient number of samples to adequately  represent prod-
 uct quality, and sampling  events should be  designed to
 reflect how the operation might be affected by changes in
 conditions  including  climatic and  sewage  sludge quality
 variability.

 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
    (see Chapter 9).

   • Obtaining samples  that are representative  of the ex-
    pected variation  in sewage sludge quality.

   • Developing and following quality assurance procedures
    for sampling.

   • Using  an  independent, experienced laboratory to per-
    form  the  analysis.

   Since processes differ widely  in their nature, effects, and
 processing sequences,  the  experimental plan to demon-
 strate that the process meets the  requirements for PSRP
 or PFRP  equivalency should be tailored to the process.
 The permitting authority  will evaluate  the study design,  the
 accuracy of the  data, and the adequacy  of the  results for
 supporting  the conclusions  of the study.

 Can Pilot-Scale Data Be Submitted?
   Operation of the process at a full-scale facility is desir-
 able. However, if a pilot-scale operation truly simulates full-
 scale  operation,  testing  on  this reduced scale is possible.
 The permitting authority  and the PEC should be contacted
 to discuss this possibility before testing  is  initiated. In such
 cases, it is important to indicate that the data were ob-
tained from a pilot-scale operation, and to discuss why and
to what extent this simulates full-scale operation.  Any data
 available from existing full-scale operations  would be use-
ful.
   The conditions of the pilot-scale operation should be at
 least as severe as those of a full-scale operation. The ar-
 rangement 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 parameters  of the full-scale  op-
 eration  that might reduce trie severity of the procedure will
 invalidate  any PEC equivalency recommendations and
 permitting authority equivalency determinations and will
 require a retest under 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 rec-
 ommendations  by EPA's Pathogen Equivalency Commit-
 tee.

 Summary Fact Sheet
   The application should include a brief fact sheet that
 summarizes  key information  about the  process. Any  im-
 portant additional facts should also be included.

 Introduction
   The full name of the treatment works and the treatment
 process should  be provided. The application  should indi-
 cate whether it is for recommendation of:

   • PSRP  or PFRP equivalency.

   • Site-specific  or national equivalency.

 Process  Description
   The type of sewage sludge used in the process  should
 be described, as well as other materials  used in the pro-
 cess.  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
 wastewater and sewage sludge treatment processes. De-
 tails  of  the wastewater treatment process should be pro-
 vided and  the  applicaton 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 sewage sludge  is  collected from the wastewater treat-
 ment  process.  Sufficient information should be  provided
 for a mass balance calculation (i.e.,  actual  or relative volu-
 metric flows and solids concentration in and out of all
 streams, additive rates for  bulking  agents or other addi-
 tives). A description of process parameters should be pro-
 vided 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:
   Sewage  Sludge Characteristics

   • Total and volatile  solids content of sewage sludge be-
    fore and after treatment
                                                             When 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.
                                                        98

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  • Proportion and type of additives (diluents) in sewage
    sludge

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

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

  • Wastewater treatment process performance data (as
    they affect sewage sludge type, sewage sludge age,
    etc.)

  • Quantity of treated sewage sludge

  • Sewage sludge age

  • Sewage sludge detention time

  Process Characteristics

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

  • Sewage sludge feed process  (e.g.,  batch vs. continu-
    ous)

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

  • Operating temperature(s)  (including maximum, mini-
    mum, 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 sewage  sludge

  • Mixing procedures

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

  Climate

  • Ambient  seasonal temperature range

  • Precipitation

  • Humidity

  The application should include a description of how the
process parameters are monitored including  information
on monitoring equipment.  Process uniformity and reliabil-
ity should also be addressed. Actual monitoring data should
be provided whenever appropriate.
Description of Treated Sewage Sludge
  The type of treated sewage sludge (biosolids) should be
described, as well as the sewage sludge monitoring pro-
gram for pathogens (if there is one).  How and when are
samples taken? For what  parameters are the samples
analyzed? What protocols are used for analysis? What are
the results? How long has this program been in opera-
tion?

Sampling Technique(s)
  The  PEC will evaluate the representativeness of the
samples  and the  adequacy of the sampling techniques.
For a  recommendation of national PFRP equivalency,
samples of untreated and treated sewage sludge are usu-
ally needed  (see Sections 11.3, 4.6, and 10.4). The sam-
pling points  should correspond to  the beginning and end
of the treatment process as defined previously under Pro-
cess Description above.  Chapters  9 and 10 provide guid-
ance on  sampling. Samples should be representative  of
the sewage sludge in terms of location of collection within
the sewage sludge pile or batch. The samples taken should
include samples from treatment under the least favorable
operating conditions that are likely to occur (e.g., winter-
time). Information should be provided on:

   • Where the samples were collected from within the sew-
    age 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  param-
    eters (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  trans-
    portation procedures.

   • The  amount of time that elapsed between sampling
    and  analysis.

Analytical Methods
   Identify  the analytical  techniques used and the
laboratory(ies)  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 appropri-
ate, the results  should be graphically displayed. Copies of
original data should  be provided in an appendix.
                                                      99

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Quality Assurance
  The  application should describe how the  quality  of the
analytical data has been ensured. Subjects appropriate to
address are: why the samples  are representative; the qual-
ity assurance  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
applicant's opinion, the process qualifies for PSRP or PFRP
equivalency. For example, it  may be appropriate  to de-
scribe or review  particular aspects of the process that con-
tribute  to pathogen reduction, and why the process is ex-
pected to operate consistently.  Complete references  should
be provided for  any  data cited.  Applications for a recom-
mendation of national equivalency 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 appen-
dix. Any important supporting  literature  references should
also  be included  as  appendices.

11.6  Pathogen  Equivalency  Committee
       Recommendations
  Tables 11.1 and 11.2 list processes that the PEC has
recommended for use nationally as equivalent to PSRP or
PFRP, respectively. Space in the tables limits the detail
given for each of the processes. As such  individuals hav-
ing an interest in any of the processes are encouraged to
contact either  the PEC  or  the applicant for  greater detail
on how the process must be operated to  be PSRP or PFRP,
respectively.
Table 11-1.   Processes Recommended as  Equivalent to  PSRP

Applicant           Process           Process Description
N-Viro Energy
Systems, Ltd.,
Toledo, Ohio
Synox Corp.,
Jacksonville, FL
Alkaline Addition
to achieve Lime
Stabilization
OxyOzonation
Use of cement kiln dust and
lime kiln dust (instead of lime)
to treat sludge by raising the
pH. Sufficient lime or kiln dust
is added to sludge to produce
a pH of 12 for at least 12
hours of contact

Batch process where sludge
is acidified to pH 3.0 by
sulfuric acid; exposed to 1 Ib.
Ozone/1000 gallons of treated
sludge under 60 psig
pressure for 60 minutes;
depressurized; mixed with
100 mg/l of sodium nitrite and
held for > 2 hours; and stored
at < pH 3.5. Limitations
imposed were for total solids
to be  < 4%; temperature must
be>20°C; and total solids
must be < 6.2% before nitrite
addition.
11.7  Current  Issues
  The  PEC is  continuing to develop methodologies and
protocols for the monitoring of pathogen and vector attrac-
tion reduction. Current issues include:

   • Establishment of a vector attraction reduction equiva-
    lency process

   • Conducting  round robin  laboratory testing for patho-
    gens in sewage sludge and biosolids

  In addition, the PEC continues to  recommend interpre-
tations of the Part 503 with regard to the sampling and
monitoring  requirements set forth in this document.
                                                        100

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Table 11-2.   Processes  Recommended as Equivalent to PFRP

Applicant                       Process
                                    Process Description
CBI Walker, Inc.,
Aurora, Illinois
ATP™  Two Stage Sludge
Stabilization Process
Fuchs Gas und
Wassertechnik, Gmbh,
Mayen, Germany
Autothermal Thermophilic
Aerobic Digestion
International  Process
Systems, Inc.,
Glastonbury,
Connecticut
K-F  Environmental
Technologies,  Inc.,
Pompton Plains, NJ
Type of Composting
Process
Sludge  Drying
Sludge is introduced intermittently into a vessel, amounting to 5 to 20% of
its volume, where it is heated by both external  heat exchange and by the
bio-oxidation which  results from vigorously mixing air with the sludge
(pasteurized) and has a nominal residence time of 18 to 24 hours. Time
between feedings of unprocessed sludge can range from 1.2 (@  ~ 65°C) to
4.5 (@ >  60°C)  hours. Exiting sludge is heat exchanged with incoming
unprocessed sludge. Thus the sludge is cooled before it enters a
mesophilic digester. Time and temperature in the first vessel are
critical and controlled by the equation below for sludges of < 7%
solids, times > 30 minutes,  and temperatures >50°C. Operations
of the reaction vessel during the time-temperature period must be
either plug flow or batch mode.

D = 50,070,00071 o°1400t where D = time required in days;  t =
temperature in °C

ATAD  is a two-stage, autothermal aerobic digestion process. The stages
are of equal volume. Treated sludge amounting to 1/3 the volume of a
stage is removed every 24  hours from the second stage as product. An
equal amount then is taken from the  first stage and fed to the second stage.
Similarly, an equal  amount of untreated sludge  is then fed to the first stage.
In the 24-hour period between feedings, the sludge in both  stages is
vigorously agitated and contacted with  air. Bio-oxidation takes place and
the heat produced  increases the temperature. Sludge temperature in
the reactors averages between 56 and 57°C for >a 16-hour period, while
the overall hydraulic residence time is 6 days.

40 CFR 503.32(a)(7) states that when the within-vessel composting
method  is employed, the sludge is to be maintained at operating conditions
of 55  °C or greater for three days, for  the product to be PFRP. IPS Process'
operation  is to further be controlled so that the  composting  mass passes
through  a zone in the reactor in which the temperature of the compost is at
least  55°C throughout the entire zone, and the time of contact in this  zone  is
at least three days.

Sludge is heated to a minimum temperature of  100°C and indirectly dried
to below 10% moisture using oil as a heat transfer medium. The final
discharge product has exceeded a temperature of 80°C and is granular dry
pellet  that can be land  applied, incinerated or landfilled. In addition the
following conditions must be met: Dewatered sludge cake is dried by direct
or indirect contact with hot gases, and moisture content is reduced to 10%
or lower. Sludge particles reach temperatures well in excess of 80°C or the
wet bulb temperature of the gas stream in contact with the sludge at  the
point  where it leaves the dryer is in excess of 80°C.
Lyonnaise des Eaux,
Le Pecz-Sur-Seine, France
Two-Phase Thermo-Meso
Feed  Sequencing  Anaerobic
Digestion*
ATW,  Inc.
Santa Barbara,
CA
Alkaline  Stabilization
Sewage sludge is treated in the absence of air in an acidogenic thermophilic
reactor and a mesophilic methanogenic reactor connected in series. The
mean cell residence time shall be at least 2.1 days (± 0.05 d) in the
acidogenic thermophilic reactor followed by 10.5 days (± 0.3 d) in the
mesophilic methanogenic reactor. Feeding of each digester shall be
intermittent and occurring 4 times per day every 6 hours. The mesophilic
methanogenic reactor shall be fed in priority from the acidogenic
thermophilic  reactor.  Between two consecutive feedings temperature inside
the acidogenic thermophilic reactor should be  between 49°C and 55°C with
55°C  maintained during  at least 3 hours. Temperature inside the mesophilic
methanogenic reactor shall be constant and at least 37°C.

Manchak  process uses  quicklime to simultaneously stabilize and pasteurize
biosolids.  Quicklime, or a combination of quicklime and flyash,  is mixed with
dewatered biosolids at a predetermined rate in a confined space. An instant
exothermic reaction is created in the product wherein the pH is raised  in
excess of 12 after two hours of contact, in addition, the temperature is
raised in excess of 70°C for > 30 minutes.
                                                                                                                              (continued)
                                                                     101

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Table  11-2.  Continued.

Applicant
Process
Process Description
N-Viro Energy Systems, Ltd.,
Toledo,  OH
Advanced Alkaline stabilization
with subsequent accelerated
drying
Synox Corp.,
Jacksonville,  FL
OxyOzonation
Ultraclear,
Marlboro, NJ
Microbiological Conditioning
and Drying Process (MVCD)
Alternative 1: Fine alkaline materials (cement kiln dust, lime kiln dust,
quicklime fines, pulverized  lime, or hydrated lime) are uniformly mixed by
mechanical or aeration mixing into liquid or dewatered sludge to raise the
pH to >12 for 7 days. If the resulting sludge is liquid, it is dewatered. The
stabilized sludge cake is then air dried (while pH remains >12 for >7 days)
for >30 days and until the cake is > 65% solids. A solids concentration of >
60% is achieved before the pH drops below 12. The mean temperature of
the air surrounding the pile  is > 5°C (41°F) for the first 7 days.
Alternative 2: Fine alkaline materials (cement kiln dust, lime kiln dust,
quicklime fines, pulverized  lime, or hydrated lime) are uniformly mixed  by
mechanical or aeration mixing into liquid or dewater sludge to raise the pH
to > 12 for >72 hours. If the resulting sludge is liquid, it is dewatered. The
sludge cake is then heated, while the pH  > 12, using exothermic reactions
or other thermal processes  to achieve temperatures of > 52°C (126°F)
throughout the sludge for > 12  hours. The stabilized sludge is then air dried
(while pH > 12 for > 3 days) to > 50% solids.

Operation occurs in a batch mode and under the  following conditions:
sludge temperature of > 20°C;  sludge solids of <  6%  TSS; pH during
ozonation of  2.5 - 3.1 and during nitrite contact of 2.6 - 3.5; sludge ORP
after ozonation of > 100 mV; nitrite dose of > 670 mg (NCy/l sludge or 16
g (N02)/kg sludge solids, whichever is greater is to be mixed into the
ozonated sludge. Ozonation takes place in a pressure vessel operating at
60 psig.

In this process, sludge cake passes through several  aerobic-biological  type
stages  (Composting is an example) where different temperatures  are
maintained for varying times. Stage 1 occurs at 35°C for 7-9 hours; stage 2
occurs at 35-45°C for 8-10  hours; stage 3 occurs  at 45-65°C for 7-10 hours;
and the last stage is pasteurization at 70-80°C for 7-10 hours. In addition
one of two conditions described below must be met:
Condition 1: Dewatered sludge cake is dried by direct or indirect contact
with hot gases, and moisture content is reduced to 10% or lower. Sludge
particles reach temperatures we//in excess of80°C or the wet bulb
temperature  of the gas stream in contact with the  sludge at the point where
it leaves the  dryer is in excess of 80°C. OR
Condition 2: A)  Using the within-vessel, static aerated pile, or windrow
composting methods, the sludge is maintained at minimum operating
conditions of 40°C for 5 days. For 4 hours during the period the temperature
exceeds 55°C; {Note: another PS RP-type process should be substituted for
that of composting}; and B) Sludge is maintained for at least 30 minutes at a
minimum temperature of70°C.
'Currently a site specific recommendation. Undergoing further study for national equivalency.
References  and Additional  Resources
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Farrell,  J.B.,  G.  Stern, and A.D. Venosa.  1985.  Micro-
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                                     Smith, James E. Jr. and J.B. Farrell. 1996. Current and future
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                                     Whittington, W.A. and E. Johnson. 1985. Application of 40 CFR
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                                          application of sewage sludge  or septic  tank pumpings.
                                          Memorandum  to  EPA Water  Division Directors.  U.S.  EPA
                                          Office of Municipal  Pollution  Control, November 6.
                                                                102

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                                                Chapter 12
                             References and Additional Resources
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Bonner, A.B. and D.O. Cliver. 1987. Disinfection of viruses in
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    age  organisms: a color atlas.  Metropolitan Water Rec-
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                                                       103

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    (Photos in Chapter 2 reproduced with permission of the
    Metropolitan Water Reclamation District of Greater Chi-
    cago.)

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    water bacterial and viruses in soil. J. Irrig. Drain Div. Am.
    Soc. Civ. Engineers. 101:157-174.

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 viruses from sludge. Applied and Environ.
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Cover, N. 1993.  HIV in wastewater  not a recognized threat,
    other pathogens can be. National Small Flows Clear-
    inghouse Newsletter. July  1993.

Gupta, P. 1991.  HIV Survivability in Wastewater. Proceed-
    ings of a Symposium: Survival  of HIV in  Environmental
    Waters. Baltimore,  MD.  National Science  Foundation
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Haines, J.,  1995. Aspergillus  in compost:  Straw man or fatal
    flaw? BioCyde, 36 (4):32-35.

Harding,  H.J., R.E. Thomas,  D.E. Johnson, and C.A. Sorber.
    1981. Aerosols generated by liquid  sludge application
    to land. Rept. No.  EPA/600/1-81/028. U.S. EPA, Office
    of Research and Development. Washington, DC.

Haug,  R.T.  1993. The  practical handbook of compost engi-
    neering. Lewis  Publishers.

Hay,  J.C.  1996. Pathogen destruction and  biosolids
    composting. BioCyde, 37 (6):67-76

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

lacaboni, M.D., J.R. Livingston, and TJ. LeBrun. 1984. Wind-
    row and static pile composting of municipal sewage slud-
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    215748).

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Kenner, B.A. and H.P. Clark.  1974.  Detection  and enumera-
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      monitoring wells:  Special quality assurance  and quality
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  Kindzierski, W.B., R.E. Roberts, and NJ. Low. 1993. Health
      effects associated with wastewater treatment, disposal,
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  Kowal, N.F. 1985. Health effects of land application of mu-
      nicipal sludge.  Pub.  No.: EPA/600/1-85/015.  Research
      Triangle  Park, NC: U.S.  EPA  Health Effects Research
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      phase digestion. J. WPCF 61 (8):1422-1429.

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      tions of enteric microorganisms during aerobic sludge
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  Millner, P.O.,  S.A. Olenchock, E. Epstein, R. Rylander, J.
      Haines, J. Walker, B.L. Ooi, E. Home, and M. Maritato.
      1994. Bioaerosols associated with composting facilities.
      Compost Sci. and Util.  2(4):6-57.

  Moore, B.E.,  D.E. Camann,  G.A.Turk, and C.A. Sorber. 1988.
      Microbial  characterization of municipal wastewater at a
      spray irrigation  site: The  Lubbock infection surveillance
      study. J.  WPCF. 60(7):1222-1230.

  Moore, B.E.  1993. Survival of human immunodeficiency vi-
      rus (HIV),  HIV-infected Lymphocytes, and Poliovirus in
      Water. Applied  and Environ.  Microbiol. 59:1437-1443.

  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.

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  Olivieri,  V.P., L. Cox,  M. Sarao, J.L. Sykora, and P.
      Gavagahn. 1989.  Reduction of selected indicator and
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      1997. Effects of different biosolids treatment systems
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      Environ.  Res. 69:1195-1206.

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      R.C.  Badeaux,  D.B.  McDonnell, and K.K. Mbela. 1989.
      Persistence of pathogens  in lagoon-stored sludge.
      Rept. No. EPA/600/2-89/015 (NTIS No. PB89-190359/
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Schafer, P.L., J.B. Farrell, W.R. Uhte, and B. Rabinowitz.
    1994.  Pre-pasteurization,  European and  North Ameri-
    can assessment and experience.  Pp. 10-39 to 10-50.
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    Proceedings,  Water  Environment Federation.

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    pal sludge. EPA Pub. No. 600/1-85/015. Health Effects
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    method 9045A,  soil and waste pH, Revision 1, Nov. 1990.
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    ance document. 2nd edition. EPA/833/B-89/100. Office
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    reduction in sewage sludge. NTIS No.: PB89-136618.
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    municipal sewage sludge applied to land. Project Sum-
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    nical Information Service. Springfield, VA.

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    Technical Information Service. Springfield, VA.

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    Biosolids Rule. EPA/832/R-93/003.  Washington,  DC.

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    EPA/833/R-95/001.  Washington, DC.

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    Region VIII, Denver, CO.
                                                       105

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    gens in sludge: Occurrence, inactivation,  and poten-       600/1-87/014. (NTIS PB88-154273/AS.) Springfield,
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                                                A

              of

Thelma Hamilton Murphy
U.S. EPA Region!
Office of Ecco-System Protection
Boston, MA 02203
(617)918-1615(phone)
(617)918-1505{fax)
MURPHY.THELMA@EPAMAIL.EPA.GOV

Alia Roufaeal
U.S. EPA Region I!
Div. of Enforcement and Compliance Assist.
290 Broadway- 20th Floor
New York, NY 10007-1866
(212)637-3864
(212)637-3953
ROUFAEAL.ALIA@EPAMAIL.EPA.GOV
AnnCarkhuff
U.S. EPA Region III
Water Protection Div.
841 Chestnut Street
Philadelphia, PA 19107
(215) 566 5735 (phone)
(215) 566 2301 (fax)
CARKHUFF.ANN@EPAMAIL.EPA.GOV

Madolyn S. Dominy
Region 4 Biosolids Coordinator
U.S. Environmental Protection Agency
61 Forsyth Street, SW
Atlanta, GA 30303
ph. (404)562-9305
fax (404)562-8692
dominy.madolyn@epa.gov

JohnCoIIetti
U.S. EPA Region V (WN-16J)
Water Division
77 West Jackson Blvd.
Chicago, IL 60604-3590
(312) 886-6106 (phone)
(312) 886-7804 (fax)
COLLETTI.JOHN@EPAMAIL.EPA.GOV
Stephanie Kordzi (6WQ-PO)
U.S. EPA Region VI
Water Quality Management Division
1445 ROSS Avenue #1200
Dallas, TX 75202-2733
(214) 665-7520 (phone)
(214)665-2191 (phone)
KORDZI.STEPHANIE@EPA.GOV

John Dunn
U.S. EPA Region VII
Waste Management Division
726 Minnesota Ave.
Kansas City, KS 66101
(913) 551-7594 (phone)
(913) 551-7765 (fax)
DUNN.JOHN@EPAMAIL.EPA.GOV

Bob Brobst
Biosolids Program manager (P2-W-P)
U.S. EPA Region VIII
999 18th Street, Suite 500
Denver, CO 80202-2466
(303)312-6129(phone)
(303) 312-7084 (fax)
BROBST.BOB@EPA.GOV

Lauren Fondahl
U.S. EPA Region IX(WTR-7)
Biosolids Coordinator
Office of Clean Water Act Compliance
75 Hawthorne Street
San Francisco, CA 94105-3901
(415) 744-1909 (phone)
(415) 744.1235 (fax)
FONDAHL.LAUREN@EPAMAIL.EPA.GOV

Dick Hetherington
U.S. EPA Region X
       Permits Unit (OW-130)
1200 Sixth Avenue
Seattle, WA 98101
(206) 553-1941 (phone)
(206) 553-1280 (fax)
HETHERINGTON.DICK@EPAMAlL.EPA.GOV
                                         107

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                            State Sludge Coordinators
Region I

Connecticut
Bob Norwood/Warren Herzig
CTDEP
Water Compliance Unit
79 Elm Street
Hartford, CT 06106-1632
(860) 424-3746 (phone)
(860) 424-4067 (fax)
ROBERT.NORWOOD@PO.STATE.CT.US

Maine
David Wright
Maine DEP
Sludge Residuals Unit
State House, Station 17
Augusta, ME 04333
(207) 287-2651 (phone)
(207) 287-7826 (fax)
DAVID.W.WRIGHT@STATE.ME.US

Massachusetts
Larry Polese
MA DEP
50 Route 20
Millbury, MA01527
(508) 752-8648 (phone)
(508) 755-9253 (fax)
LARRY.POLESE@STATE.MA.US

New Hampshire
Michael Rainey
Sludge & Septage Management
NHDES
6 Hazen Drive
Concord, NH 03301
(603) 271-2818 (phone)
(603) 271-7894 (fax)
M_RAINEY@DES.STATE.NH.US

Rhode Island
Warren Towne, P.E.
Supervising Sanitary Engineer
Rl DEM, Office of Water Resources
235 Promenade St.
Providence, Rl 02908
(401) 222-6820 (phone)
(401) 222-6177 (fax)
Vermont
Cathy Jamieson
VTDept. of Environmental Conservation
103 S. Main St., Sewing Bldg.
Waterbury,VT 05676
(802) 241-3831 (phone)
(802) 241-2596 (fax)
CATHYJ@DEC.ANR.STATE.VT.US
Region 2

New Jersey
Mary Jo M. Aiello, Chief
Bureau of Pretreatmentand Residuals
Watershed Permitting Element, DWQ
NJDEP
P.O. Box 029
Trenton, NJ 08625-0029
(609) 633-3823 (phone)
(609) 984-7938 (fax)
MAIELLO@DEP.STATE.NJ.US

New York
Sally J. Rowland, Ph.D., PE
NY Dept. of Environmental Conservation
Division of Solid and Hazardous Materials
50 Wolf Road, Room 212
Albany, NY 12233-7253
(518) 457-3966 (phone)
(518) 457-1283 (fax)
SJROWLAN@GW.DEC.STATE.NY.US
Puerto Rico
Robert Allada
Water Quality Area
Environmental Quality Board
PO Box 11488
Santurce,PR00916
(787) 767-8073 (phone)
Virgin Islands
Leonardo. Reed, Jr.
Environmental Protection Division
Department of Planning & Natural Resources
396-1 Foster Plaza
St. Thomas, VI 00802
(340) 777-4577 (phone)
                                         108

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Region 3

Delaware
Steve Rohm
DEDNREC
P.O. Box 1401
89 Kings Highway
Dover, DE19903
(302) 739-5731 (phone)
(302) 739-3491 (fax)
SROHM@DNREC.STATE.DE.US

District of Columbia
Jeruselem Bekele
Water Quality Control Branch
Department of Health
2100 MLK Jr. Avenue SE #203
Washington, DC 20020
(202)645-6617

Maryland
HussainAlhija, Chief
Design & Certification Division
Maryland Department of the Environment
2500 Broening Highway
Baltimore, MA 21224
(410)631-3375
(410)631-3842

Martha Hynson
MD Dept. of the Environment
2500 Broening Hwy
Baltimore, MD 21224
(410)631-3375 (phone)
(410)631-3321 (fax)

Pennsylvania
DeniseUzupis
Bureau of Water Quality Protection
P.O. Box8774
RCSUB 11th Floor
Harrisburg, PA 17105-8774
(717) 787 7381 (phone)
(717) 772-5156 (fax)
duzupis@state.pa.us

Virginia
CalM. (C.M.) Sawyer
VA Dept. of Health
Division of Wastewater Engineering
Box2448
Richmond, VA 23218
(804) 786-1755 (phone)
(804) 371-2891 (fax)
CSAWYER@VDH.STATE.VA.US
Lily Choi
VADEQ
P.O. 60x11143
Richmond, VA23230-1143
(804) 698-4054 (phone)
(804) 698-4032 (fax)
YCHOI@DEQ.STATE.VA.US
West Virginia
Clifford 6rowning
WVDEP
Office of Water Resources
1201 Greenbrier Street
Charleston, WV25311
(304) 558-4086 (phone)
(304) 558-5903 (fax)
Region 4

Alabama
L. Cliff Evans
Municipal 6ranch, Water Division
AL Dept. of Environmental Management
P.O. 60x301463
Montgomery, AL 36130-1463
(334) 271-7816 (phone)
(334) 279-3051 (fax)
LCE@ADEM.STATE.ALUS

Florida
Maurice 6arker
Domestic Wastewater, Section MS #3540
Florida Department of Environmental Protection
Twin Towers Office 6ldg, 2600 6lair Stone Road
Tallahassee, FL 32399-2400
(850) 922-4295 (phone)
(850) 921-6385 (fax)
8ARKER_M@DEP.STATE.FLUS
Georgia
Sam Shepard/Nancy Prock
Municipal Permitting Program- Environmental
Protection Division
GADNR
4244 International Pkwy, Suite 110
Atlanta, GA 30354
(404) 656-4708 (phone)
(404) 362-2680 (phone)
(404) 362-2691 (fax)
NANCY_PROCK@MAILDNR.STATE.GA.US
                                          109

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Kentucky
Mark Grim/Bob Bickner
Solid Waste Branch, Division of Waste Manage-
ment
KY Department of Natural Resources and Environ-
mental Protection
Frankfort Office Park
14ReillyRoad
Frankfort, KY40601
(502) 564-6716 (phone)
(502) 564-4049 (fax)
CRIM@NRDEP.NR.STATE.KY.US
BICKNER@NRDEP.NR.STATE.KY.US
Art Curtis
Facilities Construction Branch, Division of Water
Kentucky Department of Natural Resources and
Environmental Protection Cabinet
Frankfort Office Park, 14 Reilly Road
Frankfort, KY 40601
(502) 564-4310 (phone)
(502) 564-4245 (fax)
CURTIS@NRDEP.NR.STATE.KY.US

Mississippi
Glenn Odom, P.E.
MSDEQ
Office of Pollution Control
P.O. Box10385
Jackson, MS 39289-0385
(601)961-5159 (phone)
(601) 961-5376 (fax)
GLENN_ODEM@DEQ.STATE.MS.US
North Carolina
Dennis Ramsey
Division of Water Quality
NC Department of Environment and Natural
Resources
P.O. Box29535
512 N.Salisbury Street
Raleigh, NC 27626-0535
(919) 733-5083 ext. 528 (phone)
(919) 733-0719 (fax)
DENNIS_RAMSEY@H20.ENR.STATE.NC.US

Kim H. Colson
Division of Water Quality
NC Department of Environment and Natural
 Resources
P.O. 60x29535
512 N.Salisbury Street
Raleigh, NC 27626-0535
(919) 733-5083 (phone)
(919) 733-0719 (fax)
 KIM  COLSON@H2O.ENR.STATE.NC.US
South Carolina
Michael Montebello
Domestic Wastewater Division
SC Dept. of Health & Environment
2600 Bull Street
Columbia, SC 29201
(803) 734-5226 (phone)
(803) 734-5216 (fax)
MONTEBMJ@COLUM632.DHEC.STATE.SC.US

Tennessee
John McClurkan/RogerLemaster
Div. of Water Pollution Control
TNDEC
401 Church Street, Sixth Floor Annex
Nashville, TN 37243-1534
(615) 532-0625 (phone)
(615) 532-0603 (fax)
JMCCLURKAN@MAILSTATE.TN.US

Region 5

Illinois
S. Alan Keller
ILEPA
DWPC, Permits Section
P.O. 60x19276
1021 N. Grand Avenue, East
Springfield, IL62794-9276
(217) 782-0610 (phone)
(217) 782-9891 (fax)
EPA1185@EPA.STATE.ILUS

Indiana
Dennis Lasiter, Chief
Land Use Section
IN DEM
P.O. 60x6015
1 DON. Senate Avenue
Indianapolis, IN 46206-6015
(317) 232-8732 (phone)
(317) 232-3403 (fax)
DLASITER@DEM.STATE.IN.US

Michigan
6ob 6abcock
Chief, Pretreatmentand 6iosolids Unit
MIDEQ
Surface WQ Div., Permits Section
Knapp's Office Center, Second Floor
300 S. Washington Square
P.O. 60x30273
Lansing, Ml 48909-7773
(517) 373 8566 (phone)
(517) 373 2040 (fax)
6A6COCKR@STATE.MI.US
                                          110

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Grace Scott
(517) 335-4107 (phone)
SCOTTG@STATE.MI.US

Minnesota
JorjaDuFresne
WQ Div., Point Source Section
MN Pollution Control Agency
520 Lafayette Road
St. Paul, MN 55155-4194
(612) 296-9292 (phone)
(612) 297-8683 (fax)
JORJA.DUFRESNE@PCA.STATE.MN.US

Ohio
Brad Gallant
Division of Surface Water
Ohio EPA
P.O. Box 1049
1800 Watermark Drive
Columbus, OH 43216-0149
(614) 644-2001  (phone)
(614) 644-2329 (fax)
BRAD@GALLANT@EPA.STATE.OHIO.US

Annette De Havilland
Division of Solid & Infectious Waste Mgmt.
Ohio EPA
P.O. Box1049
Columbus, OH 43216-1049
(614) 644-2621  (phone)
(614) 728-5315 (fax)
ANNETTE.DEHAVILLAND@EPA.STATE.OH.US

Wisconsin
GregKester(WT/2)
WIDNR
Bureau of Watershed Mgmt., Point Source
Section
101 South Webster Street
Madison, Wl 53707
(608) 267 7611  (phone)
(608) 267 7664 (fax)
KESTEG@DNR.STATE.WI.US

Region 6

Arkansas
Keith Brown, P.E.
Manager, State Permits Branch
Water Division
AR Department of Pollution Control and Ecology
P.O. Box8913
Little Rock, AR 72219
(501) 682-0648 (phone)
(501) 682-0910 (fax)
BROWNK@ADEQ.STATE.AR.US
Jamal Solaimanian, Ph.D
AR Department of Pollution Control and Ecology
P.O. Box8913
Little Rock, AR 72219-8913
(501) 682-0648 (phone)
(501) 682-0910 (fax)
JAMAL@ADEQ.STATE.AR.US
Louisiana
J. Kilren Vidrine
Water Pollution Control Division
Louisiana Department of Environmental Quality
P.O. 60x82215
6aton Rouge, LA 70884-2215
(504) 765-0534 (phone)
(504) 765-0635 (fax)
KILRENV@DEQ.STATE.LA.US
Hoa Van Nguyen
Solid Waste Division
Louisiana Department of Environmental Quality
P.O. 60x82178
6aton Rouge, LA 70884-2178
(504) 765-0249 (phone)
(504) 765-0299 (fax)
HOAVAN_N@DEQ.STATE.LA.US
Yolunda Righteous
Solid Waste Division
LADEQ
P.O. 60x82178
6aton Rouge, LA 70884-2178
(504) 765-0249 (phone)
YOLUNDAR@DEQ.STATE.LA.US
NewMexico
Jim Davis
NMED Surface Water Quality 6ureau
NM Environment Department
P.O. 60x26110
Santa Fe, NM 87502
Oklahoma
Danny Hodges
WaterQuality Division
OK Dept. of Environmental Quality
1000 NE Tenth Street
Oklahoma City, OK 73117-1299
(405) 271-5205 (phone)
(405) 271-7339 (fax)
DANNY.HODGES@DEQMAILSTATE.OK.US
                                         111

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Texas
Paul Curtis
TX Natural Resource Conservation Commission
P.O. Box 13087
Austin, TX 78711-3087
(512) 239-4580 (phone)
(512) 239-4750 (fax)
PCURTIS@TNRCD.STATE.TX.

Region 7
Iowa
Billy Chen
IA Dept. of Water, Air & Waste Mgmt.
Henry A. Wallace Building
900 East Grand
DesMoines, IA50319
(515) 281-4305 (phone)
(515) 281-8895 (fax)

Kansas
Mark Gerard
Kansas Dept. of Health & Environment
Forbes Field Building 283
Topeka,KS 66620-0001
(785) 296-5520 (phone)
(785) 296-5509 (fax)

Missouri
Ken Arnold
MODNR
P.O. Box 176
205 Jefferson Street
Jefferson City, MO 65102
(573) 751-6825 (phone)
(573) 526-5797 (fax)

Nebraska
Rudy Fiedler
Permits and Compliance
NEDEQ
Suite 400 The Atrium
1200 N. Street, P.O. Box 98922
Lincoln, NE 68509-8922
(402)471-4239
(402)471-2909
DEQ118@MAILDEQ.STATE.NE.US

Region  8
Colorado
Lori Tucker
Water Quality Control  Division
CO Dept. of Public Health & Environment
4300 Cherry Creek Drive South
Denver, CO 80246-1530
(303) 692-3613 (phone)
(303) 782-0390 (fax)
LORI.TUCKER@STATE.CO.US
Montana
Paul LeVigne
MT Dept of Environmental Quality
Technical & Financial Assistance Bureau
Metcalf Building
Helena, MT 59620
(406) 444-6697 (phone)
(406) 444 6836 (fax)
PLAVIGNE@MT.GOV
North Dakota
Gary Bracht
Environmental Health Section
Division of Water Quality
ND Dept. of Health
1200 Missouri Ave.
P.O. Box5520
Bismarck, ND 58505-5520
(701) 221-5210 (phone)
(701)328-5200 (fax)
CCMAILGBRACHT@RANCH.STATE.ND.US
South Dakota
Eric Meintsma
SD Dept. of Environment and Natural Resources
Joe Foss Building
523 East Capital
Pierre, SD 57501-3181
(605) 773-3351 (phone)
(605) 773 5286 (fax)
ERICM@DENR.STATE.SD.US
Utah
Mark Schmitz
UTDEQ
Division of Water Quality
28814 1460 Street West
Salt Lake City, UT 84114-4870
(801) 538-6097 (phone)
(801) 538-6016 (fax)
MSCHMITZ@DEQ.STATE.UT.US
Wyoming
Larry Robinson
WYDEQ
HerschlerBldg., 4th Floor West
122 W. 25th Street
Cheyenne, WY 82002
(307) 777-7075 (phone)
(307) 777-5973 (fax)
LROBIN@MISSC.STATE.WY.US
                                          112

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Region 9
Arizona
Nicole Heffington
AZDEQ
3033 N. Central
Phoenix, AZ 85012
(602) 207-4158 (phone)
(602) 207-2383 (fax)
HEFFINGTON.NICOLE@EV.STATE.AZ.US

JillGalaway
AZDEQ
3033 N. Central
Phoenix, AZ 85012
(602) 207-4125 (phone)
(602) 207-2383 (fax)
GALAWAY.JILL@EV.STATE.AZ.US

California
Todd Thompson, P.E.
Division of Water Quality
State Water Resources Control Board
PO Box 944213
Sacramento, CA 94244-2130
(916) 657-0577 (phone)
(916) 657-2388 (fax)
THOMT@DWQ.SWRCB.CA.GOV

Michael Wochnick
CA Integrated Waste Mgmt. Board
Remediation, Closure, and Technical Services
Branch
8800 Cal Centre Drive
Sacramento, CA 95826
(916) 255-1302 (phone)
MWOCHNIC@CIWMB.CA.GOV

Bill Orr
CA Integrated Waste Mgmt. Board
8800 Cal Centre Drive
Sacramento, CA 95826
BORR@MRT.CIWMB.CA.GOV

Hawaii
Dennis Tulang/Gayle Takasaki, Engineer
Wastewater Branch
HI Dept. of Health
P.O. Box3378
Honolulu, HI 96813
(808) 586-4294 (phone)
(808) 586-4370 (fax)
GTAKASAKI@EHA.HEALTH.STATE.HI.US
Nevada
BillCoughlin
NVDEP
333 West Nye Lane
Carson City, NV 89706-0866
(702) 687-4670 ext. 3153 (phone)
(702) 687-5856 (fax)

Region 10
Alaska
Kris McCumby
Solid Waste Program
AK Dept. of Environmental Conservation
610 University Avenue
Fairbanks, AK 99709-3643
(907) 451-2134 (phone)
(907) 451-2187 (fax)
KMCCUMBY@ENVIRCON.STATE.AK.US

Idaho
RickHuddleston
DEQ Construction & Permits Bureau
IDDHW
1410 North Hilton
Boise, ID 83706-1253
(208) 373-0501 or (208) 373-0502 (phone)
(208) 373-0576 (fax)
RHUDDLES@DEQ..STATE.ID.US

Oregon
MarkCullington,Biosolids Coordinator
DEQ Water Quality Division, Land Application &
Licensing
Oregon Department of Environmental Quality
811 S.W. Sixth Avenue
Portland, OR 97204
       PHONE: 503/229-6442; 229-5411;  FAX:
503-229-5408
       NET:cullington.mark@deq.state.or.us
Washington
Kyle Dorsey
Biosolids Coordinator
Washington State Department of Ecology
PO Box47600
Olympia, WA 98504-7600
(360) 407-6107 (phone)
(360) 407-7157 or-6102 (fax)
KDOR461 @ECY.WA.GOV
                                          113

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             USEPA                                                    - 2003
Robert K. Bastian, Senior Environmental Scientist
U.S. EPA (Biologist)
Office of Wastewater Management (4204M)
Ariel Rios BIdg. — Rm.7220B ICC BIdg.
1200 Pennsylvania Ave., NW
Washington, DC  20460
Tele:
Fax:  202-501-2397
e-mail: Bastian.Robert@epa.gov

Robert B. Brobst, PE
Environmental Engineer
Biosolids Program Manager
USEPA-Region 8 (P2-W-P)
999 18th Street, Suite 500
Denver, CO 80202-2466
303-312-6129
Brobst.Bob@epa.gov

Don Brown
Environmental Engineer
USEPA-NRMRL
26 West Martin Luther King Drive
Cincinnati, OH 45268
513-569-7630
Brown.DonaId@epa.gov

Dr. John Cicmanec (MS-G75)
Veterinarian
USEPA-NRMRL-TTSD
26 W Martin Luther King Drive
Cincinnati, OH 45268
513-569-7481
Cicmanec.John@epa.gov

Dr. G.ShayFout(MS-320)
Viro legist
USEPA-NERL
26 W Martin Luther King Drive
Cincinnati, OH 45268
513-569-7387
Fout.Shay@epa.gov
Dr. Hugh Mainzer
Environmental Health Services Branch
Emergency & Environmental Health Services Division
CDC, National Center for Environmental Health
4770       Highway, NE
Mailstop F-29
Atlanta, GA 30341-3724
770-488-3138
hmm2@cdc.gov

Mark Meckes (MS-489)
Microbiologist
USEPA-NRMRL
26 W Martin Luther King Drive
Cincinnati, OH 45268
513-569-7348
Meckes.Mark@epa.gov

Dr. Frank W. Schaefer, 111
Parasitologist
USEPA-NERL
26 W Martin Luther King Drive
Cincinnati, OH 45268
513-569-7222
Schaefer.Frank@epa.gov

Dr. Stephen A. Schaub (4304T)
Virologist
USEPA-OST-HECD-HRAB
Ariel Rios Building
1200 Pennsylvania Avenue, N. W.
Washington, DC 20460
202-566-1126
Schaub.Stephen@EPA.GOV

Dr. Jim Smith (MS-G77)
Chair & Senior Environmental Engineer
USEPA-NRMRL-TTSD
26 W Martin Luther King Drive
Cincinnati, OH 45268
513-569-7355
Smith.James@epa.gov
                                             114

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                                           Appendix B
                           Subpart D of the Part 503 Regulation

                                  [Code  of Federal  Regulations]
                              [Title 40, Volume 21, Parts 425 to 699]
                                    [Revised as of July  1,1998]
                   From the U.S. Government Printing Office via GPO Access
                                        [CITE: 40CFR503.30]
TITLE 40 - PROTECTION
ENVIRONMENT
OF
CHAPTER I - ENVIRONMENTAL
PROTECTION  AGENCY  (Continued)

PART 503 -  STANDARDS FOR THE  USE OR
DISPOSAL OF SEWAGE  SLUDGE-Table of
Contents

Subpart D-Pathogens and  Vector
     Attraction  Reduction
Sec. 503.30 Scope.
  (a) This subpart contains the requirements for a sewage
sludge to be classified either Class A or Class  B with re-
spect to pathogens.

  (b) This subpart contains the site  restrictions for land on
which a Class B sewage sludge is applied.

  (c) This subpart 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.

Sec. 503.31  Special  definitions.
  (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 decomposi-
tion 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 microor-
ganisms 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 lo-
cated 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 organ-
isms. These include,  but are not limited to, certain bacte-
ria, protozoa, viruses, and viable helminth ova.

  (g) pH means the logarithm of the reciprocal of the hy-
drogen  ion concentration.

  (h) Specific oxygen uptake rate (SOUR) is the mass of
oxygen consumed per unit time per unit mass of total sol-
ids (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, mqsquitos, or other organisms
capable  of transporting infectious agents.

  (I) Volatile solids is the amount of the total solids in sew-
age sludge lost when the sewage sludge is combusted at
550 degrees Celsius in the presence of excess air.
                                                   115

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Sec. 503.32  Pathogens.
  (a)  Sewage sludge-Class A. (1) The  requirement in Sec.
503.32(a)(2)  and the  requirements in either Sec.
503.32(a)(3), (a) (4), (a) (5), (a) (6) (a)(7) or (a) (8) shall be
met for a sewage sludge to be classified Class A with  re-
spect to  pathogens.

  (2)  The Class A pathogen requirements  in Sec. 503.32
(a)(3) through (a)(8) shall be met either prior to meeting or
at the same time  the  vector attraction reduction require-
ments in Sec. 503.33,  except the vector attraction reduc-
tion requirements in Sec. 503.33 (b)(6) through (b)(8), are
met.

  (3)  Class A-Alternative 1. (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-
sis), or the density of Salmonella sp. bacteria in the sew-
age sludge shall be less than three Most Probable Num-
ber 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 Sec. 503.10
  (ii) 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 be 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 an  immiscible liquid.
           sludge  is 50 degrees Celsius or higher; and the time  pe-
           riod is 30 minutes or longer, the temperature and time  pe-
           riod shall be determined using  equation (3).
        D =
             131,700,000
Eq. (2)
                 0.14001
Where,
D=time in days.
t=temperature  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 immis-
cible liquid, the temperature  of the sewage sludge shall be
50 degrees Celsius or higher; the time period  shall be 15
seconds  or longer; and  the  temperature and  time period
shall be determined using equation (2).

  (C) When the percent solids of the sewage 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
                 D =
            50,070,000
             100.1400t
Eq.3
Where,
D=time in days.
t=temperature  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-
sis), or the density of Salmonella sp. bacteria in the sew-
age sludge shall be less than  three Most Probable Num-
ber 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 Sec. 503.10
(b), (c), (e), or (f).

  (ii)(A) The pH of the sewage sludge that is used or dis-
posed  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 pe-
riod 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  ba-
sis), or the density of Salmonella sp. bacteria in 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 sew-
age 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 Sec. 503.10  (b),
(c),(e),or(f).

  (ii)(A) The sewage sludge shall be analyzed prior to
pathogen treatment to determine whether the sewage
sludge contains enteric viruses.

  (B) When the density of enteric viruses in the sewage
sludge  prior to  pathogen treatment is less than one Plaque-
forming Unit per four grams of  total solids (dry weight ba-
sis), 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
                                                       116

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than one  Plaque-forming Unit per four grams of total sol-
ids (dry weight basis), the sewage sludge is Class A with
respect to enteric viruses when the  density of enteric  vi-
ruses  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 treat-
ment 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 patho-
gen 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 docu-
mented 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 sew-
age sludge prior to pathogen treatment is  less than one
per four grams of total solids (dry weight basis), the sew-
age 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 sew-
age 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 helm-
inth ova when the density of viable helminth ova in the
sewage sludge after pathogen treatment  is less than one
per four grams of total solids (dry weight  basis) and when
the values or ranges of values for the operating param-
eters for the pathogen  treatment  process  that produces
the  sewage sludge that meets the viable helminth  ova den-
sity requirement are documented.

  (D) After the viable helminth ova reduction in paragraph
(a)(5)(iii)(C) of this section  is demonstrated for the patho-
gen treatment process,  the sewage  sludge continues  to
be  Class A with respect to viable helminth  ova when the
values for  the pathogen treatment process operating pa-
rameters are consistent with the values or  ranges or val-
ues documented  in paragraph (a)(5)(iii)(C) of this section.

  (6) Class A - Alternative 4. (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-
sis), or the density of Salmonella sp. bacteria in the sew-
age sludge shall  be less than three Most Probable Num-
ber 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  Sec. 503.10
(b), (c), (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 con-
tainer 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 Sec. 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  applica-
tion to the land; or at the  time the  sewage sludge or mate-
rial derived from sewage sludge is  prepared  to meet the
requirements  in Sec.  503.10  (b), (c), (e), or (f), unless oth-
erwise specified by the permitting authority.

   (7) Class A - Alternative 5. (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-
sis), or the density of Salmonella sp. bacteria in the sew-
age  sludge shall be  less than three Most Probable Num-
ber 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  Sec.
503.10 (b), (c), (e), or (0.

   (ii) Sewage sludge that  is used  or  disposed shall be
treated in one of the Processes to Further Reduce Patho-
gens 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 ba-
sis), or the density of Salmonella,  sp. bacteria in the sew-
age  sludge shall be less  than three Most Probable Num-
ber 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 Sec.
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 Fur-
ther  Reduce  Pathogens,  as  determined by the permitting
authority.

   (b) Sewage sludge-Class B. (1)(i) The requirements in
either Sec. 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  Sec. 503.32(b)(5) shall  be met
when sewage sludge that meets the Class B pathogen
requirements in Sec. 503.32(b)(2), (b)(3), or (b)(4) is ap-
plied to the land.
                                                       117

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  (2) Class B - Alternative 1. (i) Seven samples of the sew-
age  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 be  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 deter-
mined  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 be 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 appli-
cation of sewage sludge when the sewage  sludge remains
on the land surface for four months or longer prior to incor-
poration  into the soil.

  (iii) Food crops with harvested parts below the surface
of the land shall not  be  harvested for 38 months after ap-
plication  of sewage  sludge  when the sewage sludge re-
mains 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 be 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  Sec.
503.32 (b)(5) shall be met when domestic septage is ap-
plied 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  Sec. 503.32  (b)(5)(i) through (b)(5)(iv)  shall
be met.

Sec.  503.33 Vector attraction  reduction.
  (a)(1) One of the vector attraction reduction requirements
in Sec. 503.33  (b)(1) 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 Sec. 503.33 (b)(1) 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 Sec. 503.33 (b)(1) through (b)(8) shall be met when sew-
age sludge is sold or given away in a bag  or other con-
tainer for application to the land.

  (4) One  of the vector  attraction reduction requirements
in Sec. 503.33 (b)(1) through (b)(11) shall  be met when
sewage sludge  (other than domestic septage) is placed
on an active sewage  sludge unit.

  (5) One  of the vector  attraction reduction requirements
in Sec. 503.33 (b)(9),  (b)(10), or (b)(12) shall be met when
domestic septage is applied to agricultural land, forest, or
a reclamation  site and one of the vector attraction reduc-
tion requirements in Sec. 503.33 (b)(9) through (b)(12)  shall
be met when domestic septage is placed on  an active  sew-
age  sludge unit.

  (b)(1) The mass of volatile solids in the sewage sludge
shall be reduced by a minimum of 38 percent (see calcu-
lation procedures in "Environmental Regulations and Tech-
nology - Control of Pathogens and Vector Attraction in
Sewage Sludge," EPA/625/R-92/013,1992, U.S. Environ-
mental  Protection Agency,  Cincinnati,  Ohio 45268).

  (2) When the 38 percent volatile solids reduction require-
ment in Sec. 503.33 (b)(1) cannot be met for an anaerobi-
cally digested sewage sludge,  vector attraction reduction
can  be demonstrated by digesting a portion of the previ-
ously digested sewage sludge anaerobically  in the labora-
tory in a bench-scale unit for 40 additional days at a tem-
perature 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 less
than 17 percent, vector attraction reduction  is achieved.

  (3)  When the 38 percent volatile solids reduction require-
ment in Sec. 503.33 (b)(1) cannot be met for an aerobi-
cally digested  sewage sludge, vector attraction reduction
can be demonstrated by digesting a portion of the previ-
ously digested sewage sludge that has a percent solids of
two percent or less aerobicaliy 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
                                                        118

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 by less than 15 percent, vector attraction reduction is
achieved.

   (4) The specific oxygen uptake rate (SOUR) for sewage
sludge treated in an aerobic  process shall  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 de-
grees Celsius.

   (5) Sewage sludge shall be treated in an aerobic pro-
cess for 14 days or longer. During that time, the tempera-
ture of the sewage sludge shall be higher than 40 degrees
Celsius  and the average temperature of the  sewage sludge
shall be 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 waste-
water 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 treat-
ment process shall be equal to or greater than 90 percent
based on the moisture content and total solids prior to mix-
ing with other materials.
     (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 sew-
age 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 sur-
face within eight hours after being  discharged from the
pathogen treatment process.

  (10) (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 pro-
cess.

  (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.
                                                        119

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                                               Appendix  C
                Determination of Volatile Solids  Reduction  by Digestion
Introduction
  Under 40 CFR 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 vola-
tile solids in the sewage sludge by 38% or more (see Sec-
tion 8.2 of this  document). Typically, volatile solids reduc-
tion is accomplished by anaerobic or aerobic digestion.
Volatile solids reduction also occurs under other circum-
stances, 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 com-
parison is  between the sewage sludge entering the digester
and the sewage sludge leaving the digester. The remain-
der of the discussion is limited to this circumstance,  ex-
cept for the final section of this 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)  ob-
served 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 discus-
sion of the ways that volatile solids reduction may be cal-
culated and their limitations. 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
approach  but requires more information than is  currently
collected at a wastewater  treatment plant. The approxi-
mate mass balance equation assumes steady state con-
ditions. The "constant  ash"  equation requires the assump-
tion 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 ex-
amples of considerable complexity and illustrates that dif-
ferent methods frequently yield different results.

  Fischer's paper is extremely thorough and is highly rec-
ommended for someone  trying to develop a deep under-
standing of potential  complexities  in calculating volatile
solids reduction.  However,  it was not written as a  guid-
ance document for field staff faced with  the  need to calcu-
late volatile solids reduction. The nomenclature  is precise
but so detailed that it makes comprehension difficult. In
addition, two  important troublesome situations that  com-
plicate the calculation of volatile solids reduction - grit depo-
sition in digesters and decantate removal  - are not explic-
itly  discussed. Consequently, this presentation has  been
prepared to present guidance that describes the  major pit-
falls  likely to be encountered in  calculating percent volatile
solids reduction.

  It is important to note that the calculation of volatile sol-
ids  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 repre-
sentative, 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, ad-
equacy  of stabilization  can  be verified by the  method de-
scribed under Options 2 and 3 in Chapter 8 -periodically
batch digest anaerobically digested sewage sludge for  40
additional days at 30°C  (86°F) to 37°C (99°F), or aero-
bically 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 8.3 and
8.4).
                                                        120

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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
constant  ash equation.  This  equation  gives identical  re-
sults to the 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 meth-
ods 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 "s"  in subscripts.  Simi-
larly, "bottoms" is used  in place of "sludge" to avoid use of
"s"  in subscripts.

Method Full Mass  Balance
  The full  mass balance method must be used when steady
conditions do not prevail over the time period chosen for
the  calculation.  The chosen time period must be substan-
tial, at least twice the nominal residence time in the di-
gester (nominal residence  time equals average volume of
sludge in  the digester  divided by the average volumetric
flow rate.  Note: when there is decantate withdrawal, vol-
ume of sewage sludge withdrawn should be used to cal-
culate 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 composi-
tions. If input compositions have been relatively constant
for a long  period of time, then  the time  period can be short-
ened.

  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),
    discharging 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
solids + accumulation of volatile solids in the digester.    (1)
  Loss of volatile solids is calculated from Equation 1.
FVSR is calculated by Equation 2:

FVSR =      loss in volatile solids
           sum of volatile solids  inputs              (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
volumes, initial and final volumes in the digester, and vola-
tile 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 volatile solids in the digester over the time  period of the
test,  an approximate mass  balance (AMB) may be used.
The basic relationship is stated simply:

volatile solids input rate = volatile solids output rate + rate
of loss of volatile solids.                             (3)

        The FVSR is given  by Equation 2.

No Decantate, No Grit Accumulation (Problem 1)
  Calculation of FVSR is illustrated for Problem 1  in Table
C-1, which  represents a simple situation with no decantate
removal and  no grit accumulation. An approximate mass
balance is applied to the digester operated under  constant
flow  conditions. 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

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

(5)


(6)


(7)
  Nomenclature is given in Table C-1. Note that the calcu-
lation did not require use of the fixed solids concentra-
tions.

  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) devia-
tion divided by arithmetic average) than the fractional vola-
tile  solids (VS is the fraction of the sewage sludge solids
                                                       121

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 Table C-1. Quantitative Information for Example Problems
                                                 1,2,3
                                                                            Problem Statement Number
 Parameter
Symbol
Units
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
6
—

F
Yf
Xf
vsf
Mf

B
Yb
xb
vsb
Mb

D
Yd
xd
VSd
Md
d
d

rrWd
kg/m3
kg/m3
kg/kg
kg/d

m3/d
kg/m3
kg/m3
kq/kq
kgV

rrWd
kg/m3
kg/m3
kg/kg
kg/d
20
60

100
50
17
0.746
6700

100
30
17
0.638
4700

0
—
—
—

20
60

100
50
17
0.746
6700

100
41.42
15
0.667
4500

0
—
—


20
60

100
50
17
0.746
6700


41.42
23.50
0.638



12.76
7.24
0.638

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.
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 YfYbdata will  show larger deviations than if it were cal-
culated by the Van  Kleeck equation using VSf -VS^ data.

   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 sus-
pending the grit,  and  it tends to settle.  If agitation is inad-
equate to keep  the grit particles in suspension, they will
accumulate in the  digester. The approximate  mass  bal-
ance can  be used  to estimate accumulation of fixed sol-
ids.

   For Problem 1, the  balance yields the following:

FXf =  BXb + fixed solids loss                          (8)
 (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 con-
sume 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.

                              Grit Deposition (Problem  2)

                                The calculation of fixed  solids is repeated for Problem 2.
                              Conditions in  Problem 2  have been selected to show grit
                              accumulation. Parameters are the same  as  in Problem 1
                              except for the fixed solids concentration  (Xb) and param-
                              eters related to it.  Fixed  solids concentration in the sew-
                              age 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 balance on fixed solids (input
                              rate = output rate + rate of loss of fixed solids) is presented
                              in Equations  11-13.
                              FXf = BXb + Fixed Solids Loss
                                                                 (11)
             Fixed Solids Loss = FXf- BXb                       (12)

             Fixed Solids Loss = (100)(7) - (100)(15) = 200 kg/d   (13)

               The  material balance, which only looks at inputs and
             outputs, informs us that 200 kg/d of fixed solids have not
             appeared  in the outputs as expected.  Because  fixed sol-
             ids  are not destroyed, it can  be concluded  that they are
             accumulating in the bottom of the  digester. The calcula-
             tion of  FVSR for Problem 2  is exactly the same as for  Prob-
             lem 1  (see Equations 4 through 7) and yields the same
             result.  The approximate  mass balance  method gives the
                                                          122

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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 know-
ing 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., accumulation 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
 Problem 3 and solving for D and B,
 (100)(17)  = (100 - D)(23.50)  + (D)(7.24)

 D = 40.0m3/d, B = 60.0m3/d
(16)

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

 FVSR= loss   =     FYf-BYb-DYd
           FY f           FYf
(18)


(19)
FVSR = (100) (50)-  (60) (41.42) -(40)(12.76) = 0 40

                  (100) (50)                        (2°)

   Unless information is available on actual volumes of
decantate and sewage sludge  (bottoms), it is not possible
to determine 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 biologi-
cal reactions that convert them  to carbon dioxide and meth-
ane. 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 accumulation of volatile sol-
ids. FVSR calculated  by Equations 18 through  20 will be
overestimated  if the volatile solids accumulation 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 Equa-
       tions 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 calculated assuming no grit accumu-
       lation (Problem 3-see previous discussion), and measured
       quantities are  compared  below:
          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) - (50.43)(12.76)

                         (100)(50)
                                                                = 0.461
                                                         (21)
   If it had been assumed that there was no grit accumula-
 tion,  FVSR would equal 0.40 (see  Problem 3). It is  pos-
 sible to determine 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- Dxj

       FXf            FXf                       (23)

  Substituting in the parameter values for Problem 4,

Fixed Solids Loss = (100)(17) - (49.57)(23.50) - (50.43)(7.24)

      FXf
                                    (100)(17)
                    = 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 accu-
       mulation 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 deriva-
       tion 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 sol-
       ids mass balances around the digestion system. Consider
       a digester  operated under steady state  conditions with
       decantate and bottom sewage sludge removal. A total sol-
       ids mass balance and a volatile solids mass balance are:
         Mf = Mb + Md + (loss of total solids)
                                                 (25)
                                                       123

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  Mf • VSf  = Mb • VSb + Md • VSd + (loss of volatile solids)
                         (26)
 where
   Mf, Mb, andMd are the mass of solids in the feed, bot-
   toms, 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
 concentration 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 Equations 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 VSt, equals VS^, and making this substitution in the
 defining  equation  for FVSR (Equation 2),

FVSR= Loss of vol. solids  = -|.  (Mb + Md) VSb
             Mf x VSf              Mf x VSf        (27)

   From Equation 25, recalling that we have assumed that
 loss of total solids equals loss of volatile solids,

 Mb + Md + Mf - loss of vol. solids                   (28)

   Substituting  for  Mb + Md into Equation 27,

 FVSR = 1 -  (Mf"loss °fv0'- solids) • VSb       (29)
                      Mf • VSf
   Simplifying further,

       1-(1/VSf-FVSR)'VSb                     (30)

   Solving for FVSR,

 FVSR=   VSf-VSb
           VSf-(VSf VSb)
                                                (31)
   This is the form of the Van Kleek 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(1-VSf)
            VSfx(1-VSb)
                         (32)
 Approximate Mass
  Balance (AMB)
 Van Kleeck (VK)
 1

0.40
0.40
   2

0.40
0.318
  3

0.40
0.40
0.461
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 short-
                       comings 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 equa-
                       tions will all be  averages.  For the material balance meth-
                       ods, the averages should be weighted averages  accord-
                       ing 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 addi-
                       tions
                       Addition     Volume       Total Solids          VS
                                                 Concentration
                                  1
                                  2

                                  3
                                  4
                                     12 m3
                                      8m3

                                     13 m3
                                     10 m3
                                           72 kg/m3

                                           50 kg/m3

                                           60 kg/m3

                                          55 kg/m3
                                                      0.75

                                                      0.82

                                                      0.80

                                                      0.77
                                  Weighted by Mass
                                                                               (33)
                              VSav =
                                        12x72x0.75 + 8x50x0.82
                                       + 13 x 60 x 0.80 + 10x55x0.77
                                      12 x 72 + 8x 50+ 13 x 60 + 10 x 55
                                   = 0.795
                                                                       (34)
                                  Weighted by Volume

                             vs av  = 12 x 0.75 + 8 x 0.82 +13 x 0.80 + 10 x 0.77
                                                  12+8+13+10
                                     =  0.783
                                                                               (35)
                                 Arithmetic Average
   The Van Kleeck equation is applied below to  Problems 1
 through 4 in Table C-1 and compared to the approximate
 mass balance equation  results:
vs gv = 0.75 + 0.82 + 0.80 + 0.77  = 0.785
                   4                            (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 vola-
 tile solids reduction for all  approaches to digestion, even
                                                      124

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 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 concentration and the volumes  of all streams
 added to or withdrawn from  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 "equiva-
 lent" method that shows that the  sewage sludge has un-
 dergone the  proper volatile solids reduction 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
 treatment equivalent to a 38% volatile solids  reduction  if
 volatile  solids reduction after batch digestion of  the sew-
 age 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  composi-
 tion, 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 accumu-
 lation of grit is substantial  and FVSR is calculated assum-
 ing 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 pre-
 sented.  The equation is never valid when there is grit ac-
 cumulation  because  it assumes the fixed solids input equals
 fixed solids output. Fortunately, it  produces a conservative
 result in this case. Unlike the AMB method it  does not pro-
 vide a convenient way to check for accumulation  of grit.  It
 can be used when decantate is withdrawn, provided VS^
 equals VS^. Just how significant the difference  between
 these VS values can be  before an appreciable error in
 FVSR occurs is  unknown,  although it could  be  determined
 by making  up a series of problems with increasing differ-
 ences 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 sub-
stantial,  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 de-
viation divided by  arithmetic average) than volatile solids
and fixed solids concentrations. 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 approach may turn out to be advanta-
geous. The AMB method could be used first to  determine
if grit accumulation is occurring. If grit  is  not accumulating,
the Van Kleeck equation could be used. If decantate is
withdrawn, the Van Kleeck equation  is appropriate,  par-
ticularly if the decantate is low in total  solids. If not, and if
VSd differs substantially from VSb, it could yield an incor-
rect  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
calculate the volatile solids loss from  the point at which
the sewage 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  balance approach,  because  flow
rates are not uniform. The full  mass balance  could be used
in principle,  but practical difficulties 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 impossibility.
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  cor-
respondence between the incoming sewage sludge  and
the treated sewage sludge to which it is being compared
(see Section 10.4). 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  Require-
    ments in Sewage Sludge. Office of Water, U.S. EPA,
   Washington,  DC. NTIS No PB93-110609. Natl.  Techni-
   cal  Information Service, Springfield, VA.

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. Norwood  Ltd.,  Chichester,  En-
   gland.
                                                       125

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Van  Kleeck, L.W. 1945. Sewage Works J., Operation of    Water Pollution Control Federation. 1968. Manual of Prac-
    Sludge Drying and Gas Utilization Units.  17(6): 1240-       tice No. 16, Anaerobic Sludge Digestion. Washington,
    1255.                                                     DC.
                                                       126

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                                               Appendix  D
                  Guidance on Three Vector Attraction  Reduction Tests
  This appendix provides guidance for the vector  attrac-
tion reduction Options 2,3, and 4 to demonstrate reduced
vector attraction  (see Chapter 8 for a description of these
requirements).

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 param-
eters including volatile solids content while carrying out
additional  digestion of anaerobically digested  sludge from
several  treatment 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 procedures  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 representa-
    tive sample of the sewage sludge to be evaluated to
    determine  additional  volatile solids destruction. Keep
    the  sample protected from  oxygen and maintain it at
    the  temperature of the digester. 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 determination. 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 watersealed bubbler by means of a ver-
 tical glass tube. The tube should be at least 30-cm
 long with enough water in the bubbler so that an in-
 crease 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 tempera-
 ture 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 con-
 trolled within + 0.15°C (0.27°F).

• Each flask should be swirled every day to assure ad-
 equate 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 evi-
 dence that gas is being produced  and passing through
 the bubbler.

• After 20 days, withdraw five flasks at random. Deter-
 mine 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  with-
 drawn.  Use a consistent procedure. If holdup on walls
 appears excessive, a minimal  amount of distilled wa-
 ter 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. De-
 termine total and volatile solids content using the en-
 tire  sample from  each flask for the determination. Use
 the  same precautions as in the preceding step to re-
 move virtually  all of the sludge, leaving  only material
 with the same approximate composition  as the mate-
 rial  removed.
                                                       127

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 Total and volatile solids contents are determined using
the procedures of Method 2540  G of Standard  Methods
(APHA, 1992).

  Mean values and standard deviations of the total solids
content, the volatile solids content, and the percent vola-
tile 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 Ap-
pendix 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  sub-
stantiate  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, pro-
vided accuracy and reproducibility can be demonstrated.
The approach described  above was developed  because
Farrell and Bhide  (1993)  in their preliminary work experi-
enced much difficulty in withdrawing representative
samples  from large digesters  even when  care was taken
to stir the digesters thoroughly before sampling.  If an al-
ternative  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  reduction.

  Variability in flow rates and  nature of the sludge will re-
sult in variability in performance of the plant-scale digest-
ers. It is  advisable to  run the additional digestion  test rou-
tinely so  that sufficient data are available to indicate aver-
age performance.  The arithmetic mean of successive tests
(a minimum of three is suggested) should show  an addi-
tional volatile solids reduction  of < 17%.

Calculation Details
  Appendix  C,  Determination of Volatile Solids Reduction
by Digestion, describes calculation methods to use for di-
gesters 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 ending 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 equa-
tion 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 bal-
ance method shown below has been refined  by  subtract-
ing 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 usually is ignored,  because the amount is
 small in relation to the total digesting mass, and mass be-
 fore and after digestion are assumed to  be the same. Con-
 sidering the inherent difficulty in matching mass and com-
 position  entering to mass and  composition  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 sol-
 ids and the water in the sludge)- and are indicated by, the
 symbols lowercase y and x. This  is different from the  us-
 age in Appendix C where  concentrations are given  in mass
 per unit volume, and are  indicated by the symbols upper-
 case y and x. This change has been made because masses
 can be determined more accurately 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  con-
 verted to gases that escape or to volatile compounds that
 distill 9ff when the sludge is dried. Any  production or con-
 sumption  of water by the biochemical reactions in diges-
 tion  is assumed to be negligible. The data collected (vola-
 tile solids and fixed solids concentrations of feed and di-
 gested sludge) allow mass balances to  be drawn on vola-
 tile 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 or the equations for fractional
 volatile solids reduction (mass balance [m.b.]  method)  and
 fractional  fixed solids reduction (m.b. method) are given
 below:
FVSR(m.b.)=
                 yf(1-xb-yb)
 rr^Df   ^
 FFSR(m.b.)=
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:
   FvsR(m.b.)   =   (yf-yb)/yf(i-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-di-
gested by Farrell and Bhide (1993),  the fixed solids reduc-
                                                        128

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tions were about one-third  of the volatile solids reductions.
When the FVSR(m.b.) calculated by Equation 1a averaged
15%,  the FVSR(m.b.)  calculated by Equation 2 averaged
14.93%,  which  is a trivial difference.

  The disappearance  of fixed  solids unfortunately  has a
relatively large effect on the calculation of FVSR by the
Van Kleeck equation. The result is lower than it should be.
For five sludges that were batch-digested by Farrell and
Bhide (1993), the FVSR  calculated by the Van  Kleeck
method averaged 15%, whereas the FVSR (m.b.)  calcu-
lated  by  Equation 1a or 2 averaged about 20%. When the
desired endpoint is an FVSR below 17%, this is a sub-
stantial 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 re-
quired, with  the requirement adjusted  upward by  an ap-
propriate  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
digesting sludge. The procedure required  by the Part  503
regulation for this test is  presented in 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 reli-
able method  for indicating  sludge  stability provided  tem-
perature  effects 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
02/hr/g VSS  (volatile suspended solids). The authors in-
vestigated several  alternative methods for indicating  sta-
bility 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 digest-
ers operated at temperatures above 10°C  (SOT), SOUR
fell to about 2.0 mg 02/hr/gVSS after a total sludge age of
60 days and to 1.0 mg 02/hr/g VSS  after about 120 days
sludge age. These authors state that a SOUR of less than
1.0 mg 02/hr/g VSS at temperatures above 10°C (SOT)
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  elimi-
nate odor generation  from  aerobically  digested sludges.
Since the industry is not being deluged with complaints
about odor from aerobic 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 protective. Farrell and Bhide (1993)  reviewed the
data these authors obtained  with four sewage  sludges from
aerobic treatment processes  and concluded  that a  stan-
dard of 1.5 mg 02/hr/g TS at 20°C  (68T) would discrimi-
nate between  adequately stabilized and poorly  stabilized
sludges. The "adequately digested" sludges  were not to-
tally trouble-free, i.e., it was possible under adverse con-
ditions to develop odorous conditions. In all cases where
the sludge was deemed to be adequate, minor adjustment
in plant operating conditions created  an acceptable sludge.

  The SOUR requirement is  based on total  solids  rather
than volatile suspended solids. This  usage  is preferred for
consistency 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 ra-
tional since the entire sludge solids and not just the vola-
tile 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 recom-
mended value and  2.1 times higher than Ahlberg and
Boykos' recommendation.

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

  Eikum and Paulsrud (1977) recommend that the follow-
ing equation be used to adjust the  SOUR  determined at
one temperature to the SOUR for another temperature:
(SOUR)T1/(SOUR)T2  = 6(T1'T2)
(3)
where:
    (SOUR)n = specific oxygen uptake rate at T-|
    (SOUR)T2 = specific oxygen uptake rate atT2
           9 = the Streeter-Phelps temperature sensitivity
               coefficient
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  These authors calculated the temperature sensitivity
coefficient using their data on the effect of temperature on
the rate of reduction in volatile suspended solids with time
during  aerobic 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 vola-
tile solids disappearance.  Another problem  is that the
coeffficient depends on  the makeup of each individual
sludge. For example, Koers and Mavinic (1977) found the
value  of 9 to be less than 1.072 at temperatures above
15°C (59°F)  for aerobic digestion of waste activated slud-
ges, whereas Eikum and  Paulsrud (1977) determined 0 to
equal  1.112 for primary sludges. Grady and  Lim  (1980)
reviewed the data of several investigators and recom-
mended that  9 =  1.05 be used for digestion of waste-acti-
vated sludges when more specific information  is not avail-
able. Based on a review of the available information and
their own work, Farrell and Bhide (1993) recommend that
Eikum  and  Paulsruds' temperature 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 02/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 tem-
perature  at which the aerobic digestion is occurring  in the
treatment works and corrected  to 20°C (68°F)  by the fol-
lowing equation:
= SOURTx9(2°-T)
                                                  (4)
where
  9 = 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 re-
quired to limit the possible error in the SOUR caused  by
selecting an improper temperature coefficient. Farrell and
Bhide's  (1993) results indicate that the suggested values
for 9  will give a conservative value for SOUR when trans-
lated  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 directions be followed if a respirom-
eter is used. No further reference to respirometric  meth-
ods 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
followed with one exception. The total solids concentra-
tion instead  of the volatile suspended solids concentration
is used in the calculation of the SOUR. Total solids con-
centration is determined by Standard Method  2540 G.
Method 2710 B cautions that if the suspended solids con-
tent 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 02/g/h.  It is pos-
sible to verify that mixing is adequate by  running repeat
measurements  at several stirrer bar speeds. If stirring is
adequate, 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 probably 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 waste-
water 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 mineral 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 deter-
mine 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 im-
portant. The  sample should be a composite of grab samples
taken within  a period of a few minutes duration. The sample
should be transported to the laboratory expeditiously and
kept under aeration if the SOUR test cannot be run imme-
diately. The  sludge  should be kept at the temperature of
the digester from which it was drawn and aerated thor-
oughly 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 inap-
propriate 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 re-
sult in  variability in performance of the plant-scale digest-
ers. It is  advisable to run the SOUR test routinely so that
sufficient data are available to indicate average perfor-
mance. The arithmetic mean of successive tests-a mini-
mum of seven over 2 or  3 weeks is suggested-should give
a SOUR  of < 1.5 mg O^/hr/g  total solids.

3.   Additional Digestion Test for
     Aerobically Digested Sewage  Sludge

Background
  Part  503 lists several options that can be used to dem-
onstrate reduction of vector  attraction  in sewage sludge.
These  options include reduction of volatile solids by  38%
and demonstration of the SOUR value discussed above
(see also Chapter  8). These options are feasible for many,
but not all,  digested  sludges. For  example, sludges from
extended aeration treatment works that are aerobically di-
                                                       130

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 gested usually cannot meet this requirement because they
 already are partially reduced in volatile solids content by
 their exposure to long  aeration times in  the wastewater
 treatment process.

   The specific oxygen uptake test can be  utilized to evalu-
 ate aerobic  sludges that do not meet the 38% volatile sol-
 ids reduction  requirement. Unfortunately,  this test  has a
 number of limitations. 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 un-
 der all possible  conditions of use, such as for sludges of
 more than 2% solids.

   A straightforward approach for aerobically treated slud-
 ges that cannot meet either of  the above  criteria is to de-
 termine 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 gen-
 eration that  attracts vectors. Such a test necessarily takes
 many days  to complete, because time  must be provided
 to get measurable biodegradation. Under most circum-
 stances, 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
 possible to show compliance over a period of time.

  The additional  digestion test for aerobically digested slud-
 ges 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, BOD, and SOUR-declined
 smoothly  and approached asymptotic values with time  as
 sludge was  aerobically digested. Any one of these param-
 eters potentially  could be  used as  an index of vector  at-
 traction reduction for aerobic sludges.  SOUR has been
 adopted (see above) for this purpose.  Farrell and  Bhide
 (1993) have shown  that the additional  volatile solids re-
 duction that occurs when sludge is  batch digested aerobi-
 cally 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 slud-
 ges investigated by Jeris et al.  (1985),  the relationship
 between  SOUR  and additional volatile solids reduction
 showed that the  SOUR was approximately equal to 1.5
 mg 02/hr/g (the Part 503 requirement for SOUR)  when
 additional  volatile solids  reduction was 15%. The two re-
quirements 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  accessible and are easily scraped clean  of ad-
 hering 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 par-
 ticle-free air is supplied to the bottom of the digester through
 porous stones at a  rate sufficient to thoroughly mix the
 sewage  sludge.  This will  supply adequate oxygen 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 sec-
 ondary effluent at the start of the test. The requirement
 stems from the results of Reynolds (1973) and Malina
 (1966) which demonstrate that rate of volatile solids  re-
 duction decreases as the feed solitis concentration  in-
 creases.  Thus, for example, a sludge  with  a 2%  solids con-
 tent 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 vola-
 tile solids reduction.  However, the long duration of the test
 should provide adequate time for recovery and demon-
 stration  of the appropriate reduction  in volatile solids con-
 tent.

  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 reduction. Even if  the bacteria  are
 shocked  and do  not  recover completely, 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 at-
 tract 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 temperature
 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. Con-
 sequently, it is unlikely to  attract vectors.

  The digester is charged  with about 12 liters of the sew-
 age sludge to be additionally digested, and aeration is com-
 menced. The constant flow of air 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 temperature of  the digesting sludge should be
approximately 20°C (68°F).  If the temperature of the labora-
                                                        131

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tory 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 succes-
sive weeks. Before  sampling,  makeup  water is  added (this
will generally 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 contents of both samples are
determined preferably by Standard Method  2540 G  (APHA,
1992). Percent volatile solids is  calculated from  total and
volatile  solids  content. Standard  Methods  (APHA,  1992)
states that duplicates should  agree within  5% of their av-
erage. 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
method. The mass balance (m.b.) equations become very
simple,  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.)=

FFSR(m.b.) =

 where:
                       / Xf
(5a)


(5b)
   y and x = mass fraction of volatile and fixed solids, re-
             spectively (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
densities are the same. Very little error is introduced by
this assumption.

  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 procedure 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 volatile  solids reduction than the calcu-
lation made by using the Van Kleeck equation.

4.  References
Ahlberg,  N.R. and B.I. Boyko.  1972.  Evaluation and de-
    sign of aerobic digesters. Jour. WPCF 44(4):634-643.

Benedict,  A.M. and  D.A. Carlson.  1973.  Temperature ac-
    climation  in aerobic big-oxidation systems. Jour. WPCF
    45(1): 10-24.

Eikum, A., and B.  Paulsrud. 1977. Methods  for measuring
    the degree of stability of aerobically stabilized  slud-
    ges. Wat. Res. 11:763-770

EPA. 1992. Technical support document for Part 503 patho-
    gen and vector attraction reduction  requirements  in
    sewage sludge. NTIS No.: PB93-110609. Springfield,
    VA: National Technical Information Service.
Farrell, J.B., V. Bhide,  and Smith, J. E. Jr. 1996.
    Development of methods  EPA's new methods to
    quantifying vector attraction of wastewater sludges,
    Water  Envir.  Res.,68,3,286-294
APHA (American  Public Health Association). 1992.  Stan-
    dard  methods for the examination of  water and waste-
    water. 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. Lim. 1980. Biological waste-
    water treatment: theory and applications. Marcel
    Dekker,  New York.

Jeris, J.S., D. Ciarcia, E. Chen, and M.  Mena.  1985. De-
    termining the stability of treated municipal sludge. EPA
    Rept. No. 600/2-85/001  (NTIS No. PB 85-1471891
    AS).  U.S. Environmental Protection  Agency, Cincin-
    nati, 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  Re-
    search, Vol. 2,  pp 143-163. Water  Pollution Control
    Federation, Washington, DC.

Reynolds,  T.D. 1973. Aerobic digestion  of thickened waste-
    activated sludge. Part 1, pp. 12-37, in Proc. 28th
    Industr, Waste Conf.,  Purdue University.
                                                        132

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                                               Appendix E
      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 tempera-
tures 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 residence 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 digest-
ers.

Approach
  The discussion has to be  divided into two parts: resi-
dence time for batch operation and for plug flow, and resi-
dence 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 follow-
ing equation:

6 = 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  par-
ticles escape very soon  after entry whereas others circu-
late  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 that leaves the reactor
                                                  6 = time period this increment has been in the reactor
                                                  6n= 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:
                                                e
                                                t>n =
                                                     qcq
                                                   (3)
   On  =
Z(8s x 6)

  E(5s)
                                                   (2)
where
   V = reactor volume
    q = flow rate leaving
  Cv = 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 reac-
tor agitation, allow a supernatant layer to form, decant the
supernatant, and resume operation. Under  these condi-
tions, 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 qC  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 residence time  equation:
Q     mass of solids in the digester

     mass  flow rate of solids leaving                 (4)

  Using this form, residence time for the important operat-
ing  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  in-
crease residence time and part removed as  product. The
calculation follows Equation 4 and is  identical with the  SRT
(solids retention  time)  calculation used in activated sludge
process calculations. 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 Equa-
tion 5:
                                                       133

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

  The subscript p indicates the final  product leaving the
system, not the underflow from the thickener. This approach
ignores any additional residence time in the thickener since
this time is  relatively short and not at proper digestion con-
ditions.

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 op-
erating modes:

Case 1
   • 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:

  9n= VCV = V
      qcq    q

  The concentration terms  in Equation 4 cancel out be-
cause Cv equals Cq.

Case 2a
   • Complete-mix  reactor

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

   • Vessel contains a "heel" of liquid sludge (Vf) at the
    beginning of the  digestion step

   • 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:

         j  x time that batch i remains in the reactor
 n =
Let Vh = 30 m3 (volume of "heel")
    Vd= 130 m3 (total digester volume)
    Vj = each day 10 m3 is fed to the reactor at the begin-
        ning of the day
    Cj =12 kg/m3
    Vf is reached in 10 days. Sludge is discharged at the
    end of Day 10.
  Then 9n =(10-12-10+10-12-9 +...+10-12-1)
               (10-12 +  10-12 + ... 10-12)
        9n  = 10-12-55  =  5.5 days
              10-12-10

  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 = 30m3, and Vd  = 130m3
                                                       Day      vi (m3)
                    Solids Content (kg/rtf)
Decantate (m3)
1
2
3
4
5
6
7
8
9
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
  The following problem illustrates the calculation:
9n = (10-10-12+10-15-11+10-20-10+...
      ...+10-10-3+10-15-2+10-20-1)
     (10-10+10-15+10-20+...

       +10-10+10-15+10-20

9n =11,950/1,900 = 6.29d

  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 sev-
eral days.

  A conservative 9n can be calculated by simply adding
the number of extra days of operation to the 6n calculated
                                                      134

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 for Case 2. The same applies to any other cases followed
 by batch  mode operation.

 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 re-
     turned  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:

LetV=100m3
   qf =  10 m3/d  (feed  stream)
   Cf = 40 kg solids/m3
   q =  5  m3/d  (existing sludge stream)
  Cv =  60 kg  solids/m3

  9n =  100x60 = 20d
        5x60

 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
     thickened, some  sludge is recycled, and  some is drawn
     off as  product

   This  mode  of operation is sometimes used in aerobic
 digesters. 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 m3/d
 Solids content of sludge from the digester = 13.3 kg/m3
 Flow rate of sludge from the thickener = 4 m3/d
 Solids content of sludge from the thickener = 40 kg/m3
 Flow rate of sludge returned to the digester = 2 m3/d
 Flow rate of product  sludge = 2 m3/d

 en = 100x13.3 =  16.6d
        2x40
   The denominator is the product of the  flow rate leaving
the system  (2 m3/d) and the concentration of sludge leav-
ing the thickener (40 kg/m3). Notice that flow rate of sludge
leaving the  digester did not enter into the calculation.
Comments on Batch and Staged Operation
  Sludge can be aerobically digested using a variety of
process  configurations (including  continuously fed single-
or multiple-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).  Single-stage completely mixed re-
actors with continuous feed and withdrawal  are the least
effective of these  options for bacterial and viral destruc-
tion, because  organisms that have been exposed 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
operation, 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 com-
pared to single-stage operation. If the kinetics of the reduc-
tion in pathogen  densities are known, it is possible to esti-
mate how much  improvement can be made by staged  op-
eration.

  Farrah et al. (1986) have shown that the declines in den-
sities of enteric  bacteria  and viruses  follow  first-order ki-
netics. 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 improved operating
mode.  Since not  all factors involved in  the decay of micro-
organisms 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 required be reduced  to 70% of the time
required  for single-stage aerobic  digestion in  a continu-
ously mixed reactor. This allows  a 30%  reduction  in time
instead of the 50% estimated from theoretical consider-
ations. 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
reduction.

  If the plant operators desire, they may  dispense with the
PSRP  time-temperature requirements of  aerobic digestion
but  instead demonstrate experimentally that microbial lev-
els in the  product from their sludge digester are satisfacto-
rily  reduced. Under the current regulations, fecal coliform
densities must be less than  or equal to  2,000,000 CFU or
MPN per gram total solids. Once this performance is dem-
onstrated,  the process  would  have  to be operated between
monitoring episodes at time-temperature conditions at least
as severe as those used during their tests.
                                                        135

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References                                                 N.TIS Publication No. PB86-183084/AS.  National Tech-
                                                              nical  Information  Service, Springfield,  Virginia.
Farrah. S.R., G. Bitton, and S.G. Zan.  1986.  Inactivation
    of enteric pathogens during aerobic digestion of waste-     Lee, K.M., C.A.  Brunner, J.B. Farrell, and A.E.  Eralp. 1989.
    water sludge. EPA Pub. No.  EPA/600/2-86/047. Wa-         Destruction  of enteric bacteria and viruses during two-
    ter Engineering  Research Laboratory,  Cincinnati, OH.         phase digestion. Journal WPCF  61(6):1421-1429.
                                                        136

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

 1.1 Class B Alternative 1
  To  demonstrate that a given domestic sludge sample
meets Class  B Pathogen  requirements under alternative
1, the density of fecal coliform from at least seven samples
of treated sewage sludge must be determined and the
geometric mean of the fecal coliform density must not ex-
ceed 2 million Colony Forming Units (CPU) or Most Prob-
able Number (MPN) per gram of total solids (dry  weight
basis). The splids content of treated domestic sludge can
be  highly variable. Therefore, an aliquot of  each sample
must be dried and the solids content determined  in accor-
dance with procedure 2540 G. of the 18th edition of Stan-
dard Methods for the Examination of Water and Wastewa-
ter  (SM).

  Sludge samples to be analyzed in accordance with SM
9221  E. Fecal Coliform MPN Procedure and 9222  D. Fe-
cal  Coliform Membrane Filter Procedure may require dilu-
tion prior to analysis. An ideal sample volume will yield
results which accurately estimate the fecal  coliform den-
sity 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 follow-
ing  procedures be used (experienced  analysts  may sub-
stitute other dilution  schemes as appropriate).

For Liquid Samples:
  1.  Use a sterile graduated cylinder to transfer 30.0 ml
      of well mixed sample  to a sterile  blender jar. Use
      270  ml of sterile buffered dilution water (see Sec-
      tion 9050C) to rinse any remaining sample from the
      cylinder into the  blender. Cover  and blend for two
      minutes on high  speed. 1.0 ml of this mixture is 0.1
      ml_ of the  original sample  or 1.0X10"1.

  2.  Use a sterile pipette to transfer 11.0 ml_ of the
      blended sample mixture to  99 ml of sterile buffered
      dilution in a sterile screw cap bottle and mix by vig-
      orously shaking the bottle  a minimum of 25 times.
      This is dilution "A." 1.0  ml of this mixture is  0.010
      ml_ of the  original sample  or 1.0X10"2.

  3.  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 dilution "B." 1.0  ml of this mixture is 0.00010
      ml of the original sample or 1.0X104.

   4.  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 5 for MPN analysis
      (preferred) or 7 for MF analysis.

   5.  For MPN analysis, follow procedure  9221  E. in SM.
      Four series of 5 tubes will be used for the analysis.
      Inoculate the first series of 5 tubes  each  with 10.0
      ml of dilution "B." This  is a 0.0010 m L of the original
      sample. The  second series of tubes should be in-
      oculated 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 5 tubes
      each with  1.0  ml of dilution "C" (0.0000010). Con-
      tinue the procedure as described in SM.

   6.  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
      estimate. Compute the MPN/g according to the fol-
      lowing equation:
MPN Fecal Coliform/g =
  10 x MPN Index/100 ml
largest volume x % dry solids
Examples:
  In the examples given below,  the dilutions used to de-
termine the MPN are underlined. The number  in the nu-
merator represents positive tubes; that in the  denomina-
tor,  the total number of tubes planted; the combination of
positives  simply represents the  total  number of positive
tubes per dilution.
Example
a
b
c
0.0010
ml
5/5
5/5
0/5
0.00010
ml
5/5
3/5
1/5
0.000010
ml
3/5
1/5
0/5
0.0000010
ml
0/5
0/5
0/5
Combination
of positives
5-3-0
5-3-1
0-1-0
                                                      137

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  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:
.._,...       	10x80
MPN/g   =  	
                 0.00010x4.0
              = 2.0x106
  For example b:

  The MPN index/100 mLfrom Table 9221.4 is 110. There-
fore:
                   10x110
 MPN/g  =
                0.0010x4.0
              = 2.8 x 105
  For example c:
  The MPN index/100 ml from Table 9221.4 is 2. There-
fore:
                     10x2
 MPN/g   =  	  =5.0x103
                  0.0010x4.0

  5.  Alternately the  membrane filter procedure may be
      used to determine fecal coliform density. This
      method should only be used  if comparability with
      the MPN  procedure has been established for the
      specific sample medium. 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. In-
      cubate samples, and count colonies as directed.
      Experienced analysts are encouraged to modify this
      dilution scheme (e.g. half log dilutions) in order to
      obtain filters which yield between 20 and 60 CFU.

  6.  Compute the density of  CFU from membrane filters
      which yield counts within the desired range of 20 to
      60 fecal coliform  colonies:
   coliform colonies/g =


For Solid Samples:
coliform colonies counted x 100
  ml sample x % dry solids
   1.   In a sterile dish weigh out 30.0 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 test-
      ing. One exception 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 270  m L of sterile buffered dilution wa-
      ter to rinse any remaining sample into the  blender.
      Cover and blend on high speed for two minutes. One
      milliliter of this sample contains 0.10 g of the origi-
      nal 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 "Liquid Samples" starting
      at Step 3.

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. Fur-
                                  thermore, the membrane filter technique was used to de-
                                  termine 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  (MF)
                                  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
                                    The coliform density is calculated using only those MF
                                  plates which have between 20 and 60 blue colonies when-
                                  ever possible. However, there may be occasions when the
                                  total number 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 - 60), total the coliform counts
                                  on all countable filters and  report as coliform colonies/g.
                                  For sample number 2 the fecal coliform density is:
                                                       138

-------
coliform colonies/g =
                         (2+18)x100
                     (0.000010 +0.00010) x 4.3
         = 4 2 x 106  For Lic|uic' Samples:
    Sample number 3 has two filters which have colony
  counts outside the ideal range also. In this case both count-
  able  plates should be used to calculate the coliform den-
  sity/g. For sample number 3, the fecal coliform density is:
 coliform colonies/g =
                           (8 + 65) x 100
                     (0.00010 + 0.0010)x 4.0
         = 1.6x106
    Except for sample number 5, all of 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  num-
  ber 1, the fecal coliform  density is:
    ...       ...        23x100
  coliform colonies/g  =  	
                       0.0010x3.8
= 6.0x 105
    Coliform densities of all the samples were calculated and
  converted to Iog10 values to compute  a geometric  mean.
  These calculated values are presented in Table 2.

  Table 2.    Coliform Density of Sludge Samples
Sample No.
1
2
3
4
5
6
7
Coliform Density
6.0 x105
4.2x106
1.6x106
1.4x105
4.0x105
1.0 x106
5.1x105
l°9io
5.78
6.63
6.22
6.14
5.60
6.02
5.71
   The geometric mean for the seven samples is determined
  by  averaging the log 10 values of the coliform density and
  taking the antilog of that value.

   (5.78 + 6.63 + 6.22 + 6.14 + 5.60 + 6.02 + 5.71)/7 = 6.01

   The antilog of 6.01 = 1.03 x 106

   Therefore, the geometric mean fecal coliform density is
  below 2 million and the  sludge  meets Class B Pathogen
  requirements 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 two weeks  and  that at least seven samples
  be  collected and analyzed. The membrane filter procedure
  may  not be used  for this determination. 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.
       Follow procedure 9221  E. in SM. Inoculate at least
       four series of five tubes using ten fold serial dilu-
       tions. Prepare the sample as described for "Class
       B Alternative 1,  Liquid Samples," except inoculate
       each of the first  series of tubes with 10.0 m L of the
       blender contents (the  concentration of  the  enrich-
       ment broth must be adjusted to compensate for the
       volume of added sample).  This is equivalent to add-
       ing 1.0  ml_ of sludge to the first series of tubes. In-
       oculate the remaining tubes and complete the  analy-
       sis in accordance with SM.

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

For Solid Samples:
   1.   Follow procedure 9221  E. in SM. Inoculate at least
       four series of five tubes using ten  fold serial dilu-
       tions. Prepare the sample  as described  for "Class
       B Alternative 1,  Solid  Samples,"  except inoculate
       each of the first series  of tubes with 10.0 ml of the
       blender contents (the  concentration  of  the enrich-
       ment broth must be adjusted to compensate for the
       volume of added sample). This is equivalent to add-
       ing 1.0 g of sludge (wet wieght) to the first series of
       tubes. Inoculate  the remaining tubes and complete
       the analysis in accordance with SM.

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

2.   Sample  Preparation for Salmonella sp.
     Analysis
   Salmonella sp. quantification may be used  to demon-
strate that a sludge meets Class A criteria,  instead of ana-
lyzing for fecal coliforms. Sludges with  Salmonella sp.  den-
sities below 3 MPN/4 g total solids (dry weight basis) meet
Class A criteria. The analytical method  described  in Ap-
pendix F of this document describes the procedure  used
to identify Salmonella sp. in a water sample. Similarly, the
procedures for analysis of Salmonella sp. in SM (Section
9260 D) do not address procedures for sludges,  the sample
preparation step described here should be used, and the
total  solids content of each  sample must be determined
according to method 2540 G in SM.

For Liquid Samples:
   1.    Follow the same procedure used for liquid sample
       preparation for fecal coliform analysis described un-
      der "Class A Alternative 1." However, the enrichment
      medium used for this analysis should be dulcitol se-
      lenite broth (DSE) as described in  Appendix G of
      this document or dulcitol  selenite  or tetrathionate
      broth as  described in SM. 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 well
      mixed sample to  each tube in the first series. These
      tubes should contain 10.0 mL of double strength
      enrichment broth. Each tube in the second  series
      should contain 10.0 mL of double  strength enrich-
      ment  broth. These tubes should each receive  10.0
                                                         139

-------
      ml of the blended mixture. The final series of tubes
      should contain 10.0 ml of single strength enrich-
      ment broth. These  tubes should each receive  1.0
      ml of the blended mixture.  Complete the  MPN pro-
      cedure as described in Appendix G or SM as ap-
      propriate.

  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/4 g = MPN  Index/100 mL x 4
                                %  dry solids

  For example:

  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  com-
bination of positives has an MPN index/100 ml of 2. If the
percent of dry  solids for the sample was 4.0, then:
Salmonella sp. MPN/4g
 2x4
4.0 = 2
= 2
For Solid Samples:
   1.  Follow the procedure for solid  sample preparation
      for fecal  coliform analysis described under Class A
      Alternative 1  above. However, the enrichment me-
      dium used for this  analysis should be dulcitol selen-
    ite broth (DSE) as described in Appendix G or dulci-
    tol selenite or tetrathionate broth as described in
    SM, 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 enrichment broth. Likewise,
    each tube in the second series should contain 10.0
    ml  of double  strength enrichment broth. These tubes
    should receive 10.0 ml of the blended mixture. The
    final series of tubes should contain 10.0 ml of single
    strength enrichment broth.  These  tubes should re-
    ceive 1.0  ml of the blended mixture. Alternately,
    because the calculated  detection  limit is dependent
    upon the total solids content of the sample, samples
    with total solids contents >28% can  be blended as
    described  above and the blender contents can be
    used for inoculating the  initial series of tubes.  When
    this option is  chosen, the final series of tubes will
    contain 0.1 ml of the blender contents. Complete
    the  MPN procedure as described in Appendix G or
    SM as  appropriate.

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:

Sa/mone//a  sp. MPN/4g    =    MPN Index/1 OOmLx 4
                                  % dry solids
                                                        140

-------
                                  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 1 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 patho-
   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^    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; NazHPCM, 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
                                        141

-------
KENNER  AND  CLARK
             TABLE I.-Retentive Characteristics of SeveralGlass Fiber Filter Papers*
                               Compared with Membrane Filters
                  Filter
                                          Total Bacteria f
                                            Filtered
Number
  Filter
Percentage
 Retention
Millipore (MF) HAWG 047 HA 0.45 |0,
  grid, 47 mm, Millipore Filter Corp.
984H Ultra Glass Fiber Filter,  47 mm,
  Reeve Angel Corp.
GF/F Glass Paper  Whatman, 147 mm,
  Reeve Angel Corp.
GF/D Glass Paper Whatman,*  47 mm>
  Reeve Angel Corp.
934AH  Glass Fiber Filter, 47 mm,
  Reeve Angel  Corp.
GF/A Glass Paper Whatman,  47 mm,
  Reeve Angel Corp.
                                 white,
                                             1,376

                                             1,229

                                             2,698

                                             2,622

                                             1,049

                                             1,066
     0

    25

     6

  2,166

    198

   680
  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.
   f  Enteric bacteria. E. coli,  0.5 X 1-3 |a
   {  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,
                                             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
the  flexible filter is folded  double  with table in "Standard Methods" 14  is  used to
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
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  MPN  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 3,600 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 1 0 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.
                                             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  loop-
                                             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 desoxychqlate agar (XLD) 15  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).
2164 Journal WPCF
                                            142

-------
                                                                        PATHOGEN  DETECTION
                         Sterile
                         polypropylene
                         container
                                               Filter funnel
                                               for 47-mm  984 H
                                                      filer pad
                         2 Gallon
                         sample
                         of waler
                                                    vacuum
                                                flask
                                         After filtration filter-pad is
                                        folded double with forceps
                                          4
                        5 1000ml pad inserted into 20ml
                          1xDSE broth for each of 5-tubes
                                       _in 1st row
                                           I  2ml to
                                         8ml 1xDSE in
                                            _2nd row
                                             1 ml Irom
                                             2nd row to
                                             9ml ixDSE /
                                           3rd row etc
                         N 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
                               XLD Agar plate invert  plates incubate 37C  20-24 hrs
                       Loosen cap & incubate
                             -_  6-20 hrs
                             W  toe
                    Chloroform
                        extract
                        I  blue
                 1000A
                    King A
                    Tech Agar
              Loosen  caps
Pick Black centered If
*• colonies to KIA      • ,
  slants	  1000 A. [Red or
              —_i   < no-change
                    i Lslanl
                     'H2S
                      Black
                      Yellow
                      Acid
                      Bull
                                                     Pink colonies
                                                     rarely
                                                     Salmonella sp
                                                   'Streak and Slab butt
                Blue Green
              Ps. aeruginosa
      Slide Serology
  Salmonella  "0". poly A-l
or Salmonella "H" poly a-z \ Negativex
                                                  Incubate Slants at 35-
                                      Pick flat erose edge    37C 18-20 hr.
                                      grayish alkaline colonies
                                      to Tech Agar streak & stab
                                      Urease
                                               ' Test
             . typical  slant
          ^r  Salmonella sp
       Purify  on XLD  Plate
      • for isolated pure  strains
                     FIGURE I.~Procedure for isolation of pathogens.
   Positive  incubated XLD plate cultures
contain  typical clear,  pink-edged,  black-
centered  Salmonella  colonies,  and  flat,
mucoid,  grayish alkaline, pink erose-edged
Ps.  aeruginosa. The  Salmonella  colonies
are  picked  to Kligler  iron agar  (KIA)   or
Triple  sugar iron  agar  slants for  typical
                                    appearance, purification, and identity  tests.
                                    Ps. aeruginosa  colonies  are picked to  King
                                    A agar slants  (Tech agar BBL) for obtain-
                                    ing  the bluegreen  pyocyanin  confirmation
                                    at 40°C (Figure  1).
                                       Typically,  Salmonella sp.  slant cultures
                                    (streaked  and  stabbed), incubated  over-

                                    -Vol. 46,  No.  9, September 1974  2165
                                                  143

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

Stormwater 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./100ml)
S. bareilly7

none

none
Arizona3




none


none

S. ohio10


S. cholerasuis
var. kunzendorf2

Salmonella
(no/gal)
210

7.3

3.6
1,500




110


28

>11,000


21

Serotypes Found
(no./gal)
S. kottbus10
S. t>areilly"
S. Java4
S. muenchen2
S. group G4
Arizona4
S. anatum2
S. newporf
S. san diego7
S. worthington2
S. anatum3
S. derby1
S. newporf
S. Uockley7
S. newporf
S. ohio19
S. derby2
S. mdeagridis6
S. cholerasuis
var. kunzendorf5
S. navport6
night at  37°C,  give an unchanged or alka-
line red-appearing slant;  the butt is black-
ened  by  ri~2S,  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.
aeruginosa  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.

2166  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 (Tl),   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°C 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-
                                           144

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                                                             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
Storm water 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
I

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
40
4

21
7

6
8

14
2
13

6
34
347
Percentage
Positive
79
100


76
78

79
76
66
90
76

43
59

70
50

83
87
83

33
82
average 78
Range of
Salmonella
count^lOO ml
3.0-1,500
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. typhimuriumin 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-
                                      1 R
pared according to the  original formula
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 TT,
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°Cis apparent in  the
results of  Dutka and Bell,*8  where the TT
broth-XLD combination yielded 26  percent
confirmation of colonial  picks, and selenite
broth-BGA  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
                                       145

-------
KENNER AND CLARK

TABLE rV.-Serotypes of Salmonella Found in
Polluted Waters


; Vo of
Serotjpe strains
1 lyphiitmrium* 375
2 derby 287
3 cubana 223
4 Chester 203
5 nwport 1 188
6 kottbus , 158
7 blocklry : 157
8 infautis 141
9 entiriMis 128
10 aiiafHin 127
11 htidtlbrrg 111)
12 manhaltaii '17
13 paratyplii B 91
14 i(II> i 42
22 {£nIOff£tt>'f i 41
23 orioii ' 41
24 stnftinbrrf 39
25 jchwarsengrund t 37
26<«i»fioii 33
27 cholerasuis 30
28 ftiiizn ; 29
29 cholfraittis var.
kunzcndorf 29
Other fcrotyiws:
30 albauy 20
314«>i/lra : 10
32 braendfrttp -, 13
JJ brancastcr 1
34 brtdfiiry 8
35 California i
3d dry pool ' 14
37 fricilcimu 4
38 tire 25
40 /iui/d . 2
41 karlfivJ • 2
42 hatantt . 16
43 iitJiitna > 10
44>,mi 15
45 jiiriiiiid 13
46hlcfc.«!i-U 17
47 Uitnita 26
48 mtlfimriilis ! 18
49 musiiiit i 14
50 ntwiiiKlm i
51 ntwltlii.ls ; K
52 fn)ru'ic/l : 14
53 ii/iiii 19
54 prriiim 2
55 retitliiiR 26
56 /•u6r:[uui 15
57 saiiil /inn! 21
59 jiw>*&ury 9
60 JuA-joiiy 16
61 l.iiiifj),,- 12
62 lyplii-sias var.
voldiin-ei! '
63 i{-
-------
                                                                  PATHOGEN DETECTION

     TABLE V.-Percentage of Various Types of Water Samples Positive for Salmonella species
           Type of Sample
Number of
 Samples
Number
Positive
Number
Negative
Percentage
 Positives
Municipal wastewaters                      28
Municipalprimary effluents
    (chlorinated)                           9
Activated  sludge effluents (clarified)           40
Activated sludge effluents
  Before chlorination                         5
  After chlorination, 1.4-2.0 mg/1
    residual, 5 min contact                   8
Trickling  filter effluents                     26
Package  plant  effluents                     15
Creek 1 mile (1.6 km) below package
    plant                                 3
Ohio River above Cincinnati public
    landing                              20
Wabash River                             4
Mississippi River                           4
Streams collective                          31
Stormwater runoff after heavy rain            6
Farm wells                                4
Home cisterns  suburban                      5
Septic  tank sludges                         6

      Totals                            183
                  28

                   5
                  29
                  0
                  15
                  7
                 4
                11
                 114
                13
                 3}
                 4
                 3
                 3

                69
                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.
  { 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
                                          147

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         KENNER AND  CLARK
           TABLE Vl.-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
87 4/72
107 9/72*
III 6/72*
117 6/72
11/26/72
Municipal supplies
Population served 54,700
3/17/71
6/21/71
7/19/71
6/19/72
107 9/72
57 8/72
Population served 14,000
57 8/72
10/24/72
Population served < 10,000
11/27/72
Ps. aeruginosa
Isolation
+
+
+

+
+

+
+
+
+
+

+
+
+
+
0
0
+
0
Indicators/100 ml
Total
Coliforms
4
22
—

—
—

—
—
—
—
—

—
—
—
—
—
—
—
—
Fecal
Coliforms
—
—
<1

0.25
<2

180
15
<2
<2
3

<1
<1
0.26
<1
<1

-------
                                                                     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 et 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. 1 st
      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."   din. Lab. forum
      (Eli Lilly), 2,  1  (May-June  1970).
10. Reitler,  R., and Seligmann, R., "Pseudo-
      monas aeruginosa  inDrinking Water."
      ]our.  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.  L,  "Isolation of  Shigellae.  I.
      Xylose Lysine Agars; New Media for Iso-
      lation  of Enteric Pathogens."  Tech.  Bull.
      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., el 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
                                              149

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                                             Appendix H
  Method  for the Recovery and Assay of Total Culturable Viruses from Sludge
1.  Introduction

1.1.   Scope
     This chapter describes the method that must be
followed to produce Class A sludge when virus monitoring
under 40 CFR Part 503 is required.  The method is designed
to demonstrate that sludges meet the requirement that
human enteric viruses (i.e.,  viruses that are transmitted via
the fecal-oral route) are less than one plaque-forming unit
(PFU) per 4 g of total dry solids.

1.2.   Significance
     More than 100 different species of pathogenic human
enteric viruses maybe present in raw sludge. The presence
of these viruses can  cause hepatitis,  gastroenteritis and
numerous other diseases. Hepatitis A virus and noroviruses
are the primary human  viral pathogens of concern, but
standard methods  for their isolation and detection have not
been developed.  The method1  detailed in  this  chapter
detects total culturable viruses, which primarily include the
human enteroviruses (e.g., polioviruses, coxsackieviruses,
echoviruses) and reoviruses.

1.3.   Safety
     The sludges  to be monitored may contain pathogenic
human enteric viruses. Laboratories performing virus analy-
ses are responsible for establishing an adequate safety plan
and must decontaminate  and dispose of wastes according
to their safety plan and all applicable regulations.  Aseptic
techniques  and sterile materials  and apparatus must be
used throughout the method.

2.  Sample Collection
     For each batch of sludge that must be tested for
viruses, prepare a composite sample by collecting ten
representative samples of  100 mL each (1,000 mL total)
from different locations of a  sludge pile or at different times
from batch or continuous flow processes. Combine  and mix
thoroughly  all  representative samples for a composite.
Batch samples that cannot  be assayed within 24 hours of
collection must be frozen at -70°C; otherwise, they should
be held at 4°C  until processed.  If representative samples
must be frozen before they can be combined, then  thaw,
combine and mix them thoroughly just prior to assay.  Then
remove a 50 mL portion  from each composite sample for
solids determination as described in section 3. The remain-
ing 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.
     Freeze/thawing  biosolids may result in some virus
loss.

3.  Determination of Total Dry Solids2

3.1.   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.

3.2.   Place the pan and its contents into an oven main-
tained at 103-105°C for at least one hour.

3.3.   Cool the sample to room temperature in a desiccator
and weigh again.

3.4.   Repeat the drying (1 h each), cooling and weighing
steps until the loss in weight is no more  than 4% of the
previous weight.

3.5.   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).

4.  Total Culturable Virus Recovery from
Sludge

4.1.   Introduction
     Total  culturable viruses 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
'Method D4994-89, AS1M(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 Biohazard Assessment
Research Branch, National Exposure Research Laboratory, U.S. Environmental Pro-
tection Agency, Cincinnati, Ohio, USA 45268.
                                                   150

-------
bind free virus to solids. Virus is then eluted from the solids
and concentrated prior to assay.

4.2.   Conditioning of Suspended Solids
     Conditioning of sludge binds unadsorbed total cultura-
ble viruses present in the liquid matrix to the sludge solids.
     Each analyzed composite sample (from the portion re-
maining after solids determination) must have an initial total
dry solids  content of at least  16 g. This amount is needed
for positive controls  and for storage of a portion of the
sample at-70°C as a backup in case of procedural mistakes
or sample cytotoxicity.

4.2.1   Preparation

(a)    Apparatus and Materials

(a.1)   Refrigerated centrifuge capable of attaining  10,000
*g and screw-capped centrifuge bottles with 100 to 1000 ml_
capacity.
     Each bottle must be rated for the relevant centrifugal
force.

(a.2)   A pH meter with an accuracy of at least 0.1  pH unit,
equipped with a combination-type electrode.

(a.3)   Magnetic stirrer and stir bars.

(b)    Media and Reagents
     Analytical Reagent or ACS  grade chemicals (unless
specified otherwise) and deionized, distilled water (dH2O)
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.

(b.1)   Hydrochloric acid (HCI) —1 and 5 M.
     Mix 10 or 50 mL of concentrated HCI with 90 or 50mL
ofdH2O, respectively.

(b.2)   Aluminum chloride (AICI3 • 6H2O) — 0.05 M.
     Dissolve 12.07  g of aluminum chloride in  a  final
    ne o
minutes.
volume of 1000 mL of dH2O.  Autoclave at 121 °C for 15
(b.3)   Sodium hydroxide (NaOH) — 1 and 5 M.
     Dissolve 4 or 20 g of sodium  hydroxide in a final
volume of 100 mL ofdH2O, respectively.

(b.4)   Beef  extract (Difco  Product  No.  0115-17-3  or
equivalent).
     Prepare buffered 10% beef extract by dissolving 10 g
beef extract, 1.34 g Na2HPO4 • 7H2O and 0.12 g citric acid
in 100mL of dH2O.  The pH should be about 7.0.  Dissolve
by stirring on a magnetic stirrer.  Autoclave for 15 minutes
at121°C.
     Do not use paste beef extract (Difco Laboratories
Product No. 0126) for virus elution. This beef extract tends
to elute cytotoxic materials from  sludges.

(b.5)   HOCI —0.1%
                                                              Add 19 mL of household bleach (Clorox, The Clorox
                                                         Co., or equivalent) to 981 mL ofdH2O and adjust the pH of
                                                         the solution to 6-7 with 1 M HCI.

                                                         (b.6)  Thiosulfate — 2% and 0.02%
                                                              Prepare a stock solution of 2% thiosulfate by dissolv-
                                                         ing 20 g of thiosulfate in a total of 1 liter of dH20.  Sterilize
                                                         the  solution by autoclaving  at 121°C for  15 minutes.
                                                         Prepare a working solution of 0.02% thiosulfate just prior to
                                                         use by mixing 1 mL of 2% thiosulfate with 99 mL of sterile
                                                         dH2O.

                                                         4.2.2 Conditioning Procedure
                                                              Figure 1 gives a flow diagram for the procedure to
                                                         condition suspended solids.

                                                         (a)    Calculate the amount of sample to condition.
                                                              Use a graduated cylinder to measure the volume.  If
                                                         the volumes needed are not multiples of 100 mL (100, 200,
                                                         300 mL, etc.), add sterile water 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.

                                                         (a.1)  Calculate  the  amount  needed to  measure  the
                                                         endogenous total  culturable virus in  a composite sludge
                                                         sample using the formula:
                                                                              Xts  =
                            12
                            Y
where Xts equals the milliliters of sample required to obtain
12 g of total solids and T equals the fraction of total dry sol-
ids (from section 3).3

(a.2)   Calculate the amount needed for a recovery control
for each sludge composite from the formula:
                             4
                     Xpc  = -
where Xpc equals the milliliters of sample required to obtain
4 g of total solids.
     Add 400  plaque forming units  (PFU) of a Sabin
poliovirus stock to the recovery control sample.  Use a virus
stock that has  been filtered through  a 0.2 pm filter  (see
Section 4.3.1)  prior to assay to  remove clumped virus
particles.

(a.3)   Place 30 mLof 10% buffered beef extract and 70 mL
of dH2O into a 250  mL beaker with stir bar to serve  as a
negative process control.

(a.4)   Freeze any remaining composite sample at -70°C for
backup purposes.
                                                        3This formula is based upon the assumption that the density of the liquid in sludge is
                                                        1 g/mL. If the fraction of total dry solids is too low (e.g., less than 0.02), then the
                                                        volume of sludge collected must be increased.
                                                     151

-------
  SUSPENDED SOLIDS (PER 100 ml_)
   I   Mix suspension on magnetic stirrer.
  A.  Add 1 mL of 0.05 M AICI3.

  SALTED SOLIDS SUSPENSION
       Continue mixing suspension.
   I   Adjust pH of salted suspension to 3.5 ±0.1
   I    with 5 M HCI.
   »   Mix vigorously for 30 minutes.

  pH-ADJUSTED SOLIDS SUSPENSION
       Centrifuge salted, pH-adjusted suspension
   I    at 2,500 xg for 15 minutes at 4°C.
  »ly  Discard supernatant.
       Retain solids.

  SOLIDS
Figure 1.  Flow diagram of method for conditioning suspended
        solids
(b)     Perform the following steps on each 100 mL aliquot
from steps 4.2.2a.1 to 4.2.2a.3.

(b. 1)   Place the beaker on a magnetic stirrer, cover loosely
with aluminum foil, and stir at a speed sufficient to develop
vortex. Add 1  mL of 0.05 M AICI3 to the mixing aliquot.
     The final concentration of AICI3 in  each aliquot is
approximately 0.0005 M.

(b.2)   Place a  combination-type pH  electrode  into  the
mixing aliquot. Adjust the pH of the aliquot to 3.5 ± 0.1 with
5 M HCI. Continue mixing for 30 minutes.
     The pH meter must be standardized at pH 7 and 4.
When solids adhere to an electrode,  clean it by moving up
and down gently in the mixing aliquot.
     After  adjusting the pH of  each  sample, rinse  the
electrode with dH2O and sterilize it with 0.1% HOCI for five
minutes.  Neutralize the HOCI by submerging the electrode
in sterile  0.02% thiosulfate for one to five minutes.
     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
HCI. If the pH drifts down, readjust it with 5 M NaOH. Use
1 M acid or base for small adjustments.  Do not allow the pH
to drop below 3.4.

(b.3)   Pour the conditioned aliquot into a centrifuge bottle
and centrifuge at 2,500  xgfor 15 minutes at 4°C.
     To  prevent the transfer of the stir bar into the centri-
fuge 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.  If a
large enough centrifuge bottle is available, the test sample
aliquots may be combined into a single bottle at this step.
If there is more than one recovery control aliquot, they may
also be combined into another centrifuge bottle.

(b.4)   Decant the supernatant into a beaker and discard.
Replace the  cap onto the centrifuge bottle. Elute the solids
by following the procedure described in section 4.3.

4.3.   Elution of Viruses from Solids

4.3.1   Apparatus and Materials
     In this and following sections only apparatus and
materials  which  have  not been  described in previous
sections are listed.

(a)     Membrane filter apparatus for sterilization — 47 mm
diameter Swinnex filter holder and 60 mL slip-tip syringe
(Millipore  Corp.  Product  No.  SXOO 047  00 and  Becton
Dickinson Product No.  1627 or equivalent).

(b)     Discfilters, 47 mm diameter—3.0, 0.45, and0.2|jm
pore size filters (Mentec America, Filterite Div., Duo- Fine
series, Product No. 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 0.2 urn 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 °C
for 15 min.
     Filters  stacked in  tandem as described tend  to clog
more  slowly when turbid material is filtered through them.
Prepare several filter stacks.

4.3.2  Elution Procedure
     A flow diagram of the virus elution procedure is given
in Figure 2.

(a)     Place a stir bar and 100 mL of buffered 10% beef
extract into the centrifuge bottle containing the solids (from
section 4.2.2b.4).
     If the test and control samples are divided into more
than one centrifuge bottles, the solids should be combined
at this step.
     Place the centrifuge bottle on a magnetic stirrer, and
stir at a speed sufficient to develop a vortex for 30 min at
room temperature.
     To minimize foaming (which may inactivate viruses),
do not mix faster than necessary to develop vortex.

(b)     Remove the stir bar from each bottle with  a long
sterile forceps or a magnet retriever  and centrifuge  the
solids-eluate mixture at 10,000 xg 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.
                                                     152

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  SOLIDS
   •   Add 100 mL of buffered 10% beef extract,
   I    adjust to pH 7.0 ±0.1 if necessary.
  w  Mix resuspended solids on magnetic stirrer for
        30 minutes to elute viruses.

  RESUSPENDED SOLIDS
       Centrifuge resuspended solids for 30 minutes
   I    at 4°C using a centrifugal force of 10,000 *g
  »l*  Discard solids.
       Retain eluate (supernatant).

  ELUATE
       Filter eluate through 47 mm  Filterite filter
   I    stack of 3.0, 0.45 and 0.2 |_im pore sizes
   I    with the 0.2 |_im pore size on support screen
  W/   of filter and remaining filters on top in
        order of increasing pore size.

  FILTERED ELUATE
Figure 2.  Flow diagram of method for elution of virus from solids.

     Centrifugation at 10,000 *g is normally required to
clarify the sludge samples sufficiently to force the resulting
supernatant through the filter stacks.

(c)     Place a filter holder that contains filter stacks (from
section 4.3.1b) onto a 250 mL Erlenmeyer receiving flask.
Load 50 mL syringes with the supernatants from step 4.3.2c.
Place the tip of the syringe into the filter holder and force the
supernatant through the filter stacks into 250 mL receiving
flasks.
     Prior to use, pass  15 mL of 3% beef extract through
each filter holder to minimize non-specific  adsorption of
viruses. Prepare 3% beef extract by mixing 4.5 mL of 10%
beef extract and 10.5 mL of dH2O.  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 filter stack to force
residual eluate from the filters.  Continue the filtration proce-
dure with another filter holder and filter stack. Discard con-
taminated filter holders and filter stacks.  This procedure
may be repeated as often as necessary to filter the entire
volume of supernatant. Disassemble each filter holder and
examine the bottom 0.2 /jm filters to be certain they have
not ruptured. If a bottom filter has ruptured, repeat the step
with new filter holders and filter stacks.
     Proceed immediately to section 4.4.

4.4.   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 total cul-
turable viruses in the eluate. The step significantly reduces
costs associated with labor and materials.
     Floe formation capacity of the beef extract reagent
must be pretested. Because some beef extract lots may not
produce sufficient floe, each new lot must be pretested to
determine virus recovery. This maybe performed by spiking
100 mL of dH2O with a known amount of poliovirus in the
presence  of a 47 mm nitrocellulose filter.   This sample
should be conditioned using section 4.2 above to bind virus
to the filter. Virus should then be eluted from the filter using
the procedure in section 4.3, and concentrated and assayed
using the following procedures.  Any lot of beef extract not
giving a overall recovery of at least 50% should not be used.

4.4.1  Media and Reagents
     In this and following sections only media and reagents
which have not been described in previous  sections are
listed.

(a)     Sodium  phosphate, dibasic (Na2HPO4 • 7H2O) —
0.15 M.
     Dissolve 40.2 g of sodium phosphate in a final volume
of 1000 mL  Autoclave at 121°C for 15 minutes.

4.4.2  Virus Concentration Procedure
     A flow diagram for the virus concentration procedure
is given in Figure 3.

(a)     Pour the filtered  eluates  from  the test sample,
recovery control and negative  process control from section
4.3.2d into graduated cylinders,  and record their volumes.
Transfer the samples into separate 600  mL  beakers and
cover them loosely with aluminum foil.

(b)     For every 3 mL of beef extract eluate, add 7 mL of
dH2O to the 600 mL beakers. Add stir bars to each 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.

(c)     Record the total volume of the diluted eluates.  Place
the beakers onto a  magnetic stirrer, cover  loosely with
aluminum foil, and stir at a speed sufficient to develop
vortex.
     To minimize foaming (which may inactivate viruses),
do not mix faster than necessary to develop vortex.

(d)     For each diluted, filtered beef extract, insert a sterile
combination-type pH electrode and then add 1  M HCI slowly
until the pH of the extract reaches 3.5 ±0.1. Continue to stir
for 30 minutes at room temperature.
     The  pH meter must be standardized at pH 4 and 7.
Sterilize the electrode by treating it with 0.1% HOCI for five
minutes.  Neutralize the HOCI by treating the electrode with
0.02% sterile  thiosulfate for one to five minutes.
                                                     153

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  FILTERED ELUATE
   •  Add sufficient volume of dH2O to filtered eluate
   I    to reduce concentration of beef xtract from
  »L   10% to 3%. Record total volume of the
   V   diluted beef extract.
  DILUTED, FILTERED ELUATE
       Mix diluted eluate on a magnetic stirrer.
   I   Adjust the pH of the eluate to 3.5 ±0.1 with
   I    M HCI. A precipitate (floe) will form.
   »   Continue mixing for 30 minutes.

  FLOCCULATED ELUATE
       Centrifuge flocculated eluate at 2,500 xg for
   •    15 minutes at 4°C.
   I   Discard supernatant.
  ^|r   Retain floe.

  FLOC FROM ELUATE
       Add 0.15 M Na2HPO4 to floe, using 1/20th of
        the recorded volume of the diluted 3% beef
   I    extract.
   I   Mix suspended floe on magnetic stirrer until
  ^   floe dissolves.
       Adjust to a pH of 7.0 to 7.5.

  DISSOLVED FLOC
   •   See section 5 for virus assay procedure.
 ASSAY DISSOLVED FLOC FOR VIRUSES
Figure 3. Flow diagram of method for concentration of viruses
        from beef extract eluate.

     A precipitate will form.  If the pH is accidentally re-
duced 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.

(e)     Pour the  contents of  each beaker into 1,000 mL
centrifuge  bottles. Centrifuge the precipitated beef extract
suspensions at 2,500 *g for 15 minutes at 4°C.  Pour off
and discard the supernatants.
     To prevent the transfer of the stir bar into a centrifuge
bottle, hold another stir bar or magnet against bottom of the
beaker when decanting contents.

(f)     Place stir bars into the centrifuge bottles that con-
tains the precipitates.  To each, add a volume of 0.15 M
Na2HPO4 • 7H2O equal to exactly 1/20 of the volume record-
ed in step 4.4.2c.  If the precipitate from a sample is in more
than one bottle, divide the 1/20th volume equally among the
centrifuge  bottles containing that sample. Place the bottles
onto a magnetic stirrer, and stir slowly until the precipitates
have dissolved completely.
     Support the bottles as necessary to prevent toppling.
Avoid foaming which may inactivate or aerosolize viruses.
The precipitates may be partially dissipated with sterile spa-
tulas before or during the stirring procedure.

(g)     Measure the pH of the dissolved precipitates.
     If the pH is  above or below 7.0-7.5,  adjust to  that
range with either 1 M HCI or 1  M NaOH.

(h)     Freeze exactly one half of the dissolved precipitate
test sample (but not the positive and negative controls) at -
70°C. This sample will be held as a backup to use should
the sample prove to be cytotoxic. Record the remaining test
sample volume (this volume represents 6  g of total dry
solids). Refrigerate the remaining samples immediately at
4°C until assayed in accordance with the instructions given
in section 5 below.
     If the virus assay cannot be  undertaken  within 24
hours, store the remaining samples at -70°C.

5.  Assay for Plaque-forming Viruses4

5.1.   Introduction
     This section  outlines procedures for the detection of
viruses in sludge by use of the plaque assay system.  The
system uses an agar medium to localize virus growth follow-
ing attachment of infectious virus particles to a cell mono-
layer. 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, whose number is proportional to the
amount of infectious virus particles inoculated.
     The detection methodology presented in this section
is geared towards  laboratories with a small-scale virus as-
say requirement.   Where the quantities of cell cultures,
media and reagents set forth in 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.

5.2.   Plaque Assay Procedure

5.2.1  Apparatus and materials.

(a)     Waterbath  set at 50 ± 1 °C.
     Used for  maintaining the agar temperature (see
section 5.2.2J).

5.2.2  Media and Reagents.

(a)     ELAH — 0.65% lactalbumin hydrolysate in Earle's
base.
     Dissolve 6.5 g of tissue culture, highly soluble grade
lactalbumin hydrolysate (Gibco BRL Product No. 11800 or
                                                        4ModifiedfromEPA/600/4-84/013(Rll), March 1988 Revision
                                                    154

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equivalent) in 1 L of Earle's base (Gibco BRL Product No.
14015 or equivalent) prewarmed to 50-60°C. Sterilize ELAH
through a 0.22 /jm filter stack and store for up to two months
at 4°C.

(b)     Wash medium—Add 1 ml_ of penicillin-streptomycin
stock  (see section 6.4.2e.1 for preparation of antibiotic
stocks), 0.5  ml_ of tetracycline stock  and 0.2 ml_ of fungi-
zone stock per liter to ELAH immediately before washing of
cells.

(c)     HEPES —  1  M (Sigma  Chemical  Product No.
H-3375 or equivalent).
     Prepare 50 mL of a 1 M solution by dissolving 11.92g
of HEPES in a final volume of 50 mL dH2O.  Sterilize by
autoclaving at 121 °C for 15 min.

(d)     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 dH2O.
Sterilize by filtration through a 0.22 /jm filter.

(e)     Magnesium chloride (MgCI2 • 6H20) — 1.0% solution.
     Prepare 50 mL of a 1.0% solution by dissolving 0.5g
of magnesium chloride in a final volume of 50 mL dH2O.
Sterilize by autoclaving at 121°C for 15 min.

(f)     Neutral red solution — 0.333%, 100 mL volume
(GIBCO BRL Product No. 630-5330 or equivalent).
     Procure one 100 mL bottle.
     Some neutral red solutions are cytotoxic. All new solu-
tions should  be tested prior to their use for assaying sludge
samples. Testing may be performed by assaying a stock of
poliovirus with known titer using this  plaque assay proce-
dure.

(g)     Bacto skim milk (Difco Laboratories Product No.
0032-01 or equivalent).
     Prepare 100mL of 10% skim milk in accordance with
directions given by manufacturer.

(h)     Preparation of Medium 199.
     The procedure described is for preparation of 500m L
of Medium 199 (GIBCO BRL Product No. 400-1100 or equi-
valent) at a 2X concentration.  This procedure will prepare
sufficient medium for at least My 6 oz glass bottles or eighty
25 cm2 plastic flasks.

(h.1)   Place a three inch stir bar into a one liter flask. Add
the  contents  of a 1 liter packet of Medium 199 into the flask.
Add 355 mL of dH2O.  Rinse medium  packet with  three
washes of 20 mL each of dH2O and add the washes to the
flask.
     Note that the amount ofdH2O is 5% less than desired
final volume  of medium.

(h.2)   Mix on a magnetic stirrer until the medium is com-
pletely dissolved. Filterthe reagent under pressure through
a filter stack  (see section 6.2.6).
     Tesf each lot of medium to confirm sterility before the
lot is used (see section 6.5). Each batch may be stored for
two months at 4°C.

(i)     Preparation of overlay medium for plaque assay.
     The 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 section 5.2.2J.

(i. 1) Add 79 mL of Medium 199 (2X concentration) and 4 mL
of serum to a  250 mL flask.

(i.2) Add the following to the flask  in  the order listed,  with
swirling after each addition:  6 mLof7.5% NaHCO3, 2 mLof
1 % MgCI2, 3 mL of 0.333% neutral red solution, 4  mL of 1 M
HEPES, 0.2 mLof penicillin-streptomycin stock (see section
6.4.2e  for a  description  of antibiotic stocks), 0.1 mL of
tetracycline stock, and 0.04 mL of fungizone stock.

(i.3) Place flask with overlay medium in waterbath set at 36
± 1°C.
G)
Preparation of overlay agar for plaque assay.
(j.1) Add 3 g of agar (Sigma Chemical Product No. A-9915
or equivalent) and 100 mL of dH2O to a 250 mL flask. Melt
by sterilizing the agar solution in an autoclave at 121 °C for
15 min.

(j.2) Cool the agar to 50°C in waterbath set at 50 ± 1°C.

(k)     Preparation of agar overlay medium.

(k.1)   Add 2 mL of 10% skim milk to overlay medium pre-
pared in section 5.2.2L

(k.2)   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 min.

5.2.3  Procedure for Inoculating Test Samples.
     Section 6.6 provides the procedures for the prepara-
tion of cell cultures used for the virus assay in this section.
     BGM cell cultures used for virus assay are generally
found to be at their most sensitive level between the third
and sixth days after initiation. Those older than seven days
or which are not 100% confluent should not be used.

(a)     Decant and discard the growth medium  from pre-
viously prepared cell culture test vessels.
     To prevent splatter, a gauze-covered beaker may be
used to collect spent medium.
     The medium is changed from one to four hours before
cultures are to be inoculated and carefully decanted so as
not to disturb the cell monolayer.

(b)     Replace discarded medium with an equal volume of
wash medium (from section 5.2.2b) on the day the cultures
are to be inoculated.
                                                    155

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 Table 1. Guide for Virus Inoculation, Suspended Cell Concentration and
       Overlay Volume of Agar Medium
               Volume of    Volume of Agar
              Virus Inoculum  Overlay Medium   Total Number of
Vessel Type
1 oz glass
bottle1
25 cm2 plastic
flask
6 oz glass bottle
75 cm2 plastic
flask
(mL)
0.1
0.1-0.5
0.5-1.0
1.0-2.0
(mL)
5
10
20
30
Cells
1 x 107
2 x 107
4x 107
6x 107
 Size is given in oz only when it is commercially designated in that unit.

     To reduce shock to cells, prewarm the wash 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 wash medium to the
side of cell culture test vessel opposite the  cell monolayer.

(c)     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 monolayers are to be inoculated.

(d)     Decant and discard the wash medium from cell cul-
ture test vessels.
     Do not disturb the cell monolayer.

(e)     Inoculate BGM  cultures with the test sample and
positive  and negative process control samples from section
4.4.2h. Divide each sample onto a sufficient  number of BGM
cultures to  ensure that the inoculum volume is no greater
than 1 mL for each 40 cm2  of surface area.  Use Table 1 as
a guide  for inoculation size.
     Avoid touching  either the cannula or the pipetting de-
vice to the inside rim  of the cell culture test vessels to avert
the possibility of transporting contaminants to the remaining
culture vessels.
     If the samples are frozen, thaw them rapidly by placing
them in  warm water.  Samples should be shaken during the
thawing process and removed from the warm water as soon
as the last ice crystals have dissolved.

(e. 1)   Inoculate BGM cultures with the entire negative pro-
cess control sample  using  an inoculum volume per vessel
that is appropriate for the vessel size used.

(e.2)   Inoculate two  BGM  cultures with an appropriate vol-
ume of 0.15 M Na2HPO4 •  7H2O preadjusted to pH 7.0-7.5
and seeded with 20-40 PFU of poliovirus.  These cultures
will serve as a culture sensitivity control.

(e.3)   Remove a volume  of the test sample concentrate
exactly equal to 1/6th (i.e.,  1 g of total dry solids) of the vol-
ume recorded in section 4.4.2h.  Seed 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 5.2.5b).
(e.4)   Inoculate BGM cultures with the entire recovery con-
trol sample using an inoculum volume per vessel that is
appropriate for the vessel size used.

(e.5)   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 por-
tion  (even if diluted  to  reduce cytotoxicity) onto  BGM
cultures using an inoculum volume per vessel that is appro-
priate for the vessel  size  used.  Inoculation  of the entire
volume is necessary to demonstrate a virus density level of
less than 1 PFU per 4 g total dry solids.

(f)     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.

(g)     Incubate the inoculated cell cultures at roomtemper-
ature for 80 min to permit viruses to adsorb onto and  infect
cells and then proceed immediately to section  5.2.4.
     It may be necessary to rock the vessels  every 15-20
min during the 80 min incubation to prevent cell death in the
middle of the vessels from dehydration.

5.2.4  Procedure for Overlaying Inoculated  Cul-
tures with Agar.
     If there is a likelihood that a test sample will be toxic to
cell cultures, the cell monolayer should be treated in accor-
dance with the method described in section 5.2.5b.

(a)     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 1).
     The preparation of the overlay agar and the agar over-
lay medium must be  made far enough in  advance so that
they will be at the right temperature for mixing at the end of
the 80 min 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.

(b)     Place cell culture testvessels, 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 coverto reduce the light
intensity during solidification and incubation.   Neutral red
can  damage  or  kill tissue culture cells  by light-induced
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 com-
plete and an erroneous virus assay will result.
     Agar will fully solidify within 30 min.
                                                      156

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(c)     After 30 min, invert the cell culture test vessels and
incubate them covered in the dark at 36.5 ± 1°C.

5.2.5  Plaque Counting Technique.

(a)     Count, mark and record plaques in cell culture test
vessels on days one, two, three, four 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.

(b)     Determine if samples are cytotoxic by macroscopic
examination  of the appearance of the cell culture monolayer
(compare  negative, positive and recovery controls from
section 5.2.3e with  seeded  and  unseeded test samples)
after one to four days of incubation at 36.5 ± 1°C. Samples
show cytotoxicity if cell death is observed on test and
recovery control  samples  prior to  its development  on
positive controls.  Cytotoxicity should  be suspected  when
the agar color is more subdued, generally yellow to yel-
low-brown.   This change in  color results  in a mottled or
blotchy appearance  instead of the evenly diffused "reddish"
color observed in "healthy"  cell monolayers.  Cytotoxicity
may also cause viral plaques to be reduced in 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 (section 5.2.3e).   If
samples are  cytotoxic, do not proceed to the next steps.
Re-assay a  small amount of the remaining sample  using
1:2, 1:4 and  1:8 dilutions.  Then re-assay the remaining
sample as specified  in section 5.2.3 using the dilution which
removes cytotoxicity and the specified number of flasks
times the reciprocal  of the dilution.
     A small amount of sample maybe tested for cytotoxici-
ty prior to a full assay.

(c)     Examine cell culture test vessels as in step 5.2.5a on
days six, eight, twelve and sixteen.
     If no new plaques  appear at 16 days, proceed with
step 5.2.6; otherwise continue  to count, mark and record
plaques every two days until no new plaques appear be-
tween counts and then proceed with step 5.2.6.
     Inoculated cultures should always be compared to un-
inoculated control cultures so that the deterioration of the
cell monolayers is not recorded as plaques.  If experience
shows that cultures start to deteriorate prior to 16 days, a
second layer of agar can be added after 7 days as de-
scribed in section 5.2.4.
     If negative process controls develop plaques or if pos-
itive controls fail to develop plaques, stop all assays until the
source of the problem is corrected.
     Samples giving plaque counts that are greater than 2
plaques per cm2 should be diluted and replated.
5.2.6  Virus Plaque Confirmation Procedure
     The presence of virus in plaques must be confirmed
for all plaques obtained from sludge samples. Where more
than ten plaques are observed, it is allowable to confirm at
least ten well-separated plaques per sample or 10% of the
plaques in a sample, whichever is greater.  Flasks may be
discarded after samples are taken for plaque confirmation.

(a)     Apparatus, Materials and Reagents

(a.1)   Pasteur pipettes, disposable, cotton plugged — 229
mm (9  inches) tube length and rubber bulb  — 1 ml_ capa-
city.
     Flame each pipette gently about 2 cm from end of the
tip until the tip bends to an approximate angle of 45°. Place
the pipettes into a 4 liter beaker covered with aluminum foil
and sterilize by autoclaving or by dry heat.

(a.2)   16 x 150 mm  cell culture  tubes  containing  BGM
cells.
     See  section 6.6 for the preparation  of cell culture
tubes.

(a.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).

(a.4)   Freezer vial, screw-capped (with  rubber insert) or
cryogenic vial — 0.5-1  dram capacity.

(b)     Procedure for obtaining viruses from plaque.
     In addition to plaques from sludge samples, perform
the procedure on at least three negative regions of negative
process control flasks and at least three plaques from pos-
itive control flasks.

(b.1)   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.2)   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 insure that virus-cell-agar plug enters the pipette.

(b.3)   Remove the pipette from the plaque bottle and tightly
replace the cap or stopper.

(c)     Procedure for  inoculating cell  cultures with agar
plugs from negative control samples and from plaques.

(c.1)   Prepare plaque conformation maintenance medium
by adding 5 ml_ of serum and 5  ml_ of dH2O per 90 ml_ of
wash medium (section 5.2.2b) on  day samples are to be
tested.

(c.2)   Pour the spent medium from cell culture tubes and
discard the medium. Replace the discarded medium with 2
                                                     157

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ml_ of the plaque conformation 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 medi-
um to 36.5 ± 1 °C before placing on cell monolayer.
     To prevent disturbing cells with the force of the liquid
against the cell monolayer,  add the maintenance medium to
the side of 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.

(c.3)   Remove the cap from a cell culture tube and place
the tip of a Pasteur pipette containing the agar plug from
section 5.2.6b.3  into the maintenance medium in the cell
culture tube.  Force the 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 pro-
cedure and  to avoid scratching  the cell sheet with the
pipette.
     Squeeze bulb repeatedly  to wash contents of pipette
into the maintenance medium.

(c.4)   Place the cell culture tubes in the drum used with the
tissue culture roller apparatus.  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 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 enteric virus infections.  How-
ever, uninfected cells round up during mitosis and a sample
should not be considered positive unless there are signifi-
cant clusters of rounded-up cells  over and beyond what is
observed in the uninfected controls.   If there is any doubt
about the presence of CPE or if CPE appears late (i.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.
     If tubes receiving agar plugs from negative controls
develop CPE or tubes receiving  agar plugs from positive
controls fail to develop CPE, stop all assays until the source
of the failure is identified and corrected.
     Tubes  developing CPE may be stored  in a -70°C
freezer for additional optional tests (e.g., the Lim Benyesh-
Melnick identification procedure.5

(c.5)   Determine the fraction of confirmed plaques (C) for
each sludge sample tested.  Calculate "C" by dividing the
number of tubes inoculated with  agar plugs from plaques
that developed CPE by the total number of tubes inoculated
(i.e., if CPE was obtained from 17 of 20 plaques, C = 0.85).

5.2.7  Calculation of virus titer.
     If more than one composite sample was  assayed,
average the titer of all composite samples and report the
average titer and the standard deviation for each lot of
sludge tested.

(a)     If the entire remaining portion of a test sample was
inoculated  onto  BGM  cultures as described in section
5.2.3e.5, calculate the virus titer (V) in PFU per 4 g of total
dry solids according to the formula:

                    VU  O.S=x=Px=C

where P is the total number of plaques in all test vessels for
that sample and C equals the fraction of confirmed plaques.

(b)     If the sample was diluted due to high virus levels
(e.g., when the virus density of the input to a process is be-
ing determined; see section 5.2.5c), calculate the virus titer
(V) in PFU per 4 g total dry solids with the formula:
                         P
               V   O.&x — x=D x S x C   D
                         in
where P is the total number of plaques in all test vessels for
dilution series, I is the volume (in mL)  of the dilution inocu-
lated, D is reciprocal  of the dilution made  on the  inoculum
before plating, S is the volume of the  remaining portion of
the test sample (as recorded in  section 5.2.3e.5) and C is
the fraction of confirmed plaques.

5.2.8  Calculate the percent of virus recovery (R) using the
formula:                 p
where P is the total number of plaques on all test vessels
inoculated with the recovery control.

6.  Cell Culture Preparation and
    Maintenance6

6.1.   Introduction
     This section outlines procedures and media for cultur-
ing the Buffalo Green monkey (BGM) kidney 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 characteris-
tics 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 are the results of the BGM cell
line optimization studies by Dahling and Wright (1 986). The
BGM cell line can be obtained by qualified laboratories from
the Biohazard Assessment  Research  Branch, National
Exposure Research Laboratory, U. S. Environmental Protec-
tion Agency, Cincinnati, Ohio, USA 45268. Although BGM
!For more information see EPA/600/4-84/013(R12), May 1988 Revision
'Modified from EPA/600/4-84/013(R9), January 1987 Revision
                                                     158

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ce//s will not detect all enteric viruses that maybe present in
sludges, the use of this cell line alone is sufficient to meet
the requirements of 40 CFR Part 503.

6.2.  Apparatus and Materials

6.2.1  Glassware, Pyrex (Corning Product No. 1395 or
equivalent).
     Storage vessels must be equipped  with airtight clo-
sures.

6.2.2  Autoclavable inner-braided tubing with metal
quick-connect connectors or with screw clamps  for
connecting tubing to equipment  to be used under
pressure.
     Quick-connect connectors can be  used only after
equipment has been properly adapted.

6.2.3  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 recom-
mended by manufacturer.

6.2.4  Dispensing  pressure vessel — 5  or  20 liter
capacity (Millipore Corp. Product No. XX67  OOP  05
and XX67 OOP 20 or equivalent).

6.2.5  Disc filter holders — 142 mm or 293 mm diame-
ter (Millipore Corp. Product No. YY30 142  36 and
YY30 293 16 or equivalent).
     Use only pressure type filter holders.

6.2.6  Sterilizing filter stacks — 0.22 |jm pore size
(Millipore Corp. Product  No. GSWP 142  50 and
GSWP 293  25 or equivalent).  Fiberglass prefilters
(Millipore Corp. Product No. AP15  142 50 or AP15
293 25 and AP20 142 50 or AP20 293 25 or equiva-
lent).
     Stack AP20 and AP15 prefilters and 0.22 fjm mem-
brane filter into a disc filter holder with AP20 prefilter on  top
and 0.22 /jm membrane filter on bottom.
     Always disassemble the filter stack after use to check
the integrity of the 0.22 /jm filter. Refilter any media filtered
with a damaged stack.

6.2.7  Positively-charged cartridge  filter — 10 inch
(Zeta plus TSM, Cuno Product No. 45134-01-600P or
equivalent).  Holder for cartridge filter with adaptorfor
10 inch cartridge (Millipore Corp. Product No. YY16
012 00 or equivalent).

6.2.8  Culture capsule filter (Gelman Sciences Prod-
uct No. 12140 or equivalent).

6.2.9  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.
6.2.10  Screw caps, black with rubber liners (Brock-
way Product  No. 24-414 for 6 oz bottles7 or equiva-
lent).
     Caps for larger culture bottles  usually supplied with
bottles.
6.2.11   Roller apparatus (Bellco Product No. 7730 or
equivalent).
6.2.12  Incubator capable of maintaining the temper-
ature of cell cultures at 36.5 ± 1 °C.
6.2.13  Waterbath, equipped  with circulating device
to assure even heating at 36.5 ± 1°C.
6.2.14  Light microscope,  with  conventional light
source, equipped with lenses to provide 40X,  100X,
and 400X total magnification.
6.2.15  Inverted light microscope equipped with lens-
es to provide 40X, 100X, and 400Xtotal magnification.
6.2.16  Cornwall syringe pipettors, 2, 5 and 10 ml
sizes (Curtin Matheson Scientific Product  No. 221-
861, 221-879, and 221-887 or  equivalent).

6.2.17  Brewer-type pipetting machine (Curtin Mathe-
son Scientific Product No. 138-107 or equivalent).

6.2.18  Phase contrast counting chamber  (hemocy-
tometer) (Curtin Matheson Scientific Product No.
158-501 or equivalent).
6.2.19  Conical centrifuge tubes, sizes 50 ml and
250 ml.
6.2.20  Rack fortissue culture tubes (Bellco Product
No. 2028 or equivalent).
6.2.21   Bottles, aspirator-type with tubing outlet, size
2,000 ml.
     Bottles for use with pipetting machine.
6.2.22  Storage vials, size 2 ml.
     Vials must withstand temperatures to -70°C.

6.3.   Media and Reagents

6.3.1  Sterile fetal calf, gammagobulin-free newborn
calf or iron-supplemented calf serum, certified free of
                                                     7Size is given in oz only when it is commercially designated in that unit.
                                                 159

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viruses, bacteriophage and mycoplasma (GIBCO BRL
or equivalent).
     Tesf 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 should be
heat-inactivated at 56°C for 30 min and stored at 4°C for
short term use.

6.3.2 Trypsin,  1:250  powder (Difco  Laboratories
Product No. 0152-15-9 or equivalent) ortrypsin, 1:300
powder  (BBL Microbiology  Systems  Product  No.
12098 or equivalent).

6.3.3 Sodium (tetra) ethylenediamine  tetraacetate
powder (EDTA), technical grade, (Fisher Scientific
Product No. S657-500 or equivalent).

6.3.4 Thioglycollate medium  (Difco  Laboratories
Product No. 0257-01-9 or equivalent).

6.3.5 Fungizone  (amphotericin  B, Sigma Chemical
Product No. A-9528 orequivalent), Penicillin G (Sigma
Chemical Product No. P-3032 orequivalent), dihydro-
streptomycin  sulfate (ICN Biomedicals Product  No.
100556 orequivalent), and tetracycline (ICN Biomed-
icals Product  No. 103011 orequivalent).
     Use antibiotics of at least tissue culture grade.

6.3.6 Eagle's minimum essential medium (MEM) with
Hanks' salts and  L-glutamine, without sodium bicar-
bonate (GIBCO BRL Product No. 410-1200 or equiva-
lent).

6.3.7 Leibovitz's   L-15  medium  with  L-glutamine
(GIBCO BRL  Product No. 430-1300 orequivalent).

6.3.8 Trypan blue (Sigma Chemical Product No. T-
6146 orequivalent).
     Note:  This chemical is on  the EPA list of proven or
suspected carcinogens.

6.3.9 Dimethyl sulfoxide (DMSO;  Sigma Chemical
Product No. D-2650 or equivalent).

6.3.10   Mycoplasma testing kit (Irvine Scientific Prod-
uct No. T500-000  or equivalent).

6.4.  Preparation of Cell Culture Media

6.4.1  General Principles
(a)    Equipment care — Carefully wash and sterilize
equipment used for preparing media before each  use.
(b)    Disinfection of work area — Thoroughly disinfect sur-
faces on which the medium preparation equipment is to be
placed. Many commercial disinfectants do not adequately
kill total culturable viruses. To ensure thorough disinfection,
disinfect all surfaces and spills with either a solution of 0.5%
(5 g per liter) iodine in 70% ethanol or 0.1% HOCI.
(c)    Aseptic technique — Use aseptic technique when
preparing and handling media or medium components.

(d)    Dispensing filter-sterilized media — To avoid post-
filtration contamination, dispense filter-sterilized media into
storage containers through clear glass filling bells in a micro-
biological laminar flow hood. If a hood is unavailable,  use
an area restricted solely to cell  culture manipulations.

(e)    Coding media — Assign a lot numberto 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.

(f)    Sterility test — Test each lot of medium and medium
components to confirm sterility as described in section 6.5
before the lot is used for cell culture.

(g)    Storage of media and medium components — Store
media and medium components in clear airtight containers
at 4°C or -20°C as appropriate.

(h)    Sterilization of NaHCO3-containing solutions — Ster-
ilize 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.

6.4.2 Media Preparation Recipes

(a)    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 dissolu-
tion in  dH2O  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.

(b)    Procedure for the preparation of EDTA-trypsin.
     The procedure described is for the preparation of 10
liters of EDTA-trypsin reagent.  It is used to dislodge cells
attached to the surface of culture bottles and flasks.  This
reagent, when stored at4°C, retains its working strength for
at least four months.   The amount of reagent prepared
should be based on projected usage  over a four-month
period.

(b.1)  Add 30 g oftrypsin (1:250) or 25 g oftrypsin (1:300)
and two liters of dH2O to a six liter flask containing a three
inch stir bar. Place the flask onto a magnetic stirrer and mix
the trypsin solution rapidly for a minimum of one hour.
     Trypsin remains cloudy.

(b.2)  Add four liters of dH2O and a three-inch stir bar into
20 liter clear plastic carboy.  Place the carboy onto a mag-
netic stirrer and stir at a speed sufficient to develop a vortex
while adding the following chemicals:  80 g NaCI, 12.5 g
                                                   160

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EDTA, 50 g dextrose, 11.5 g Na2HPO4 • 7H2O, 2.0 g KCI,
and 2.0 g KH2PO4.
     Each chemical does not have to be completely dis-
solved before adding the next one.

(b.3)   Add four more liters of dH2O to carboy.
     Continue mixing until all chemicals are completely dis-
solved.

(b.4)   Add the two liters oftrypsin fromstep6.4.2b.1 to the
prepared solution  in step 6.4.2b.3 and mix for a minimum of
one hour. Adjust the pH of the EDTA-trypsin reagent to 7.5
-7.7.

(b.5)   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 (section 6.2.7)  can be used in
line with the culture capsule sterilizing filter (section 6.2.8)
as an alternative to a filter stack (section 6.2.6).

(c)     Procedure forthe preparation of MEM/L-15 medium.
     The procedure described is for preparation of 10 liters
of MEM/L-15 medium.

(c. 1)   Place a three inch stir bar and four liters of dH2O into
20 liter carboy.

(c.2)   Place the  carboy onto a  magnetic stirrer.  Stir at a
speed sufficient to develop a vortex and then  add the con-
tents of a five  liter packet of L-15  medium to the carboy.
Rinse the medium packet with three washes of 200 ml_ each
of dH2O and add the rinses to the carboy.

(c.3)   Mix until the medium is evenly dispersed.
     L-15 medium may appear cloudy as it need not be
totally dissolved before proceeding  to step 6.4.2c.4.

(c.4)   Add three  liters of dH2O to the carboy and the con-
tents of a five  liter packet  of MEM  medium to the carboy.
Rinse the MEM medium packet with three  washes of 200
ml_ each of dH2O and add the rinses to the carboy. Add 800
ml_ of dH2O and 7.5 g of NaHCO3 and continue mixing for
an additional 60 min.

(c.5)   Transfer the MEM/L-15 medium to a pressure can
and filter under positive pressure through a 0.22 |_im steriliz-
ing filter. Collect the medium in volumes appropriate forthe
culturing of BGM  cells (e.g., 900 ml_ in a 1  liter bottle) and
store in tightly stoppered or capped containers at 4°C.
     Medium  may be stored for  periods of up to  two
months.

(d)     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 determina-
tion of the viable cell counts of the BGM stock cultures.  As
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.
(d.1)   Add 0.5g of trypan blue to 100 ml_ofdH2Oin a 250
mL flask. Swirl the flask until the trypan blue is completely
dissolved.

(d.2)   Sterilize the solution by autoclaving at 121 °C for 15
minutes and store in a screw-capped container at room tem-
perature.

(e)    Procedure for preparation  of stock antibiotic solu-
tions.
     If not purchased in sterile form, stock antibiotic solu-
tions must be filter-sterilized by the use of 0.22 /jm mem-
brane 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.

(e.1)   Preparation of penicillin-streptomycin stock solution.
     The procedure described is for preparation often 10
mL aliquots of penicillin-streptomycin  stock solution at
concentrations of 1,000,000 units of penicillin andl, 000,000
fjg of streptomycin per 10mL unit. The antibiotic concentra-
tions listed in step 6.4.2e.1.1 may not correspond to the
concentrations obtained from  other lots or from a different
source.

(e.1.1) Add appropriate amounts of penicillin G and dihydro-
streptomycin sulfate to a 250 mL flask containing 100 mL of
dH2O.  Mix the contents of the flasks on magnetic stirrer un-
til the antibiotics are dissolved.
     For penicillin supplied at  1435 units permg, add 7gof
the antibiotic.
     For streptomycin supplied at 740 mg per g, add  14 g
of the antibiotic.

(e.1.2) Sterilize the antibiotics by filtration through 0.22 |jm
membrane filters and  dispense in 10  mL volumes  into
screw-capped containers.

(e.2)   Preparation of tetracycline stock solution.  Add  1.25
g of tetracycline hydrochloride powder and 3.75 g of ascor-
bic acid to a 125 mL flask containing 50 mL of dH2O.  Mix
the contents of the flask on a magnetic stirrer until the antibi-
otic is dissolved.  Sterilize the antibiotic by filtration through
a 0.22  |jm membrane filter and dispense in 5 mL volumes
into screw-capped containers.

(e.3)   Preparation of  amphotericin B  (fungizone) stock
solution.  Add 0.125 g of amphotericin B to a  50 mL flask
containing 25 mL of ddH2O.  Mix the contents of the flask on
a magnetic stirrer until the antibiotic is dissolved.  Sterilize
the antibiotic by filtration through 0.22 |jm membrane  filter
and dispense 2.5 mL volumes into screw-capped contain-
ers.
                                                      161

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6.5.   Procedure for Verifying Sterility of
       Liquids
     There 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 compo-
nents has been demonstrated. BGM cell lines should be
monitored every six months for mycoplasma contamination
according to test kit instructions.  Cells that are contami-
nated should be discarded.

6.5.1  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 seven days to determine whether growth of contam-
inating  organisms has occurred.
     Vessels that contain thioglycollate medium must be
tightly sealed before and after medium is inoculated.

6.5.2  Visual Evaluation of Media for Microbial Contami-
nants.  Incubate media at 36.5 ±  1°C for at least one 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.

6.6.   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.

6.6.1  Vessels and Media for Cell Growth

(a)     The BGM cell line  grows readily on the inside sur-
faces of glass or specially treated, tissue culture grade plas-
tic vessels.  16 to 32 oz (or equivalent growth area) flat-sid-
ed, 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-sid-
ed 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.

(b)     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 anti-
biotics (100 ml_ of serum, 1 ml_ of penicillin-streptomycin
stock, 0.5 ml_ oftetracycline stock and 0.2 ml_ of fungizone
stock per  900 ml_ of MEM/L-15).  Prepare  maintenance
medium by supplementing MEM/L-15 with antibiotics and
2%  or 5% serum (20 or 50  mL of serum, antibiotics as
above for growth medium and 70 or 50 mLof dH2O, respec-
tively).

6.6.2  General Procedure for Cell  Passage
     Pass stock BGM cell cultures at approximately seven
day intervals using growth medium.

(a)     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.

(b)     Add to the cell cultures a volume of warm EDTA-
trypsin reagent equal to 40%  of the volume of medium
replaced.
     See  Table 2 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.

(c)     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 five min).
     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 neces-
sary as prolonged contact can alter or damage the cells.

(d)     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.

(e)     Centrifuge cell suspension at 1,000  xgfor 10 min to
pellet cells. Pour off and discard the supernatant.
     Do not exceed this speed as cells maybe damaged or
destroyed.
                                                    162

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 TABLE 2. Guide for Preparation of BGM Stock Cultures
Vessel Type P,0,™'1?^
XH Volume (mL)
16 oz glass flat
bottles3
32 oz glass flat
bottles
75 cm2 plastic
flat flask
150 cm2 plastic
flat flask
690 cm2 glass
roller bottle
850 cm2 plastic
roller bottle
10
20
12
24
40
50
Media Volume
(mL)2
25
50
30
60
100
120
Total No. Cells to
Plate per Vessel
2.5
5.0
3.0
6.0
7.0
8.0
x 106
x 106
x 106
x 106
x 107
x 107
 'The volume required to remove cells from vessels.
 2Serum requirements: growth medium contains 10% serum; maintenance medium
 contains 2-5% serum. Antibiotic requirements: penicillin-streptomycin stock solution,
 1.0 mL/ liter; tetracycline stock solution, 0.5 mL/liter; fungizone stock solution, 0.2
 ml/liter.
 3Size is given in oz only when it is commercially designated in that unit.

(f)     Suspend the pelleted cells in growth medium (see
section  6.6.1b) and  perform a viable  count  on the  cell
suspension according to procedures in section 6.7.
     Resuspend pelleted cells in sufficient volumes of medi-
um 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 proce-
dure.   The quantity  of medium used for resuspending
pelleted cells  varies from 50 to several hundred mL,  de-
pending upon the volume of the individual laboratory's need
for cell cultures.

(g)     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 Brew-
er-type pipetting machine dispenser.
     Calculate the dilution factor requirement using the cell
count established in section 6.7 and the cell and volume
parameters given in Table 2 for stock cultures and in  Table
3 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 two hundred 25 cm2
cell culture flasks weekly from  a low-level passage of the
line would require the preparation of six roller bottles (sur-
face area 690 cm2 each): two to prepare the six roller bottles
and four to prepare the 25 cm2 flasks.

(h)     Except during handling  operations, maintain  BGM
cells at 36.5 ± 1°C in airtight cell culture vessels.

6.6.3  Procedure for Changing Medium on Cultured Cells
— Cell monolayers normally become 95 to 100% confluent
three to four 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. Mainte-
nance medium  with  5% serum should be  used  when
monolayers are not yet 95% to  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.

6.7.   Procedure for Performing Viable Cell
       Counts
      With  experience a fairly accurate cell concentration
can be made based on the volume of packed cells.  How-
ever,  viable cell counts should be performed periodically as
a quality control measure.

6.7.1  Add 0.5 mL of cell suspension (or diluted cell sus-
pension) to 0.5 mL 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  be-
tween 20 and 50.  This range is equivalent to between  6.0
x 105 and 1.5 * 106 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.

6.7.2  Disperse cells by repeated pipetting.
      Avoid introducing air bubbles into the suspension,  be-
cause air bubbles may interfere with subsequent filling of the
hemocytometer chambers.

6.7.3  With a capillary pipette,  carefully  fill a hemocyto-
meter chamber  on  one side of  a  slip-covered  hemo-
cytometer slide.  Rest the slide on a flat surface for about
one  min to allow the trypan blue to penetrate  the  cell
membranes of nonviable cells.
      Do not under or over fill the  chambers.

6.7.4  Under 100Xtotal magnification, countthe 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 clear in color.  Do not count cells
that are blue.
 Table 3. Guide for Preparation of Virus Assay Cell Cultures
                    Volume of Medium    Final Cell Count per
                         (mL)1              Bottle
Vessel Type
1 oz glass bottle2
25 cm2 plastic flask
6 oz glass bottle
75 cm2 plastic flask
16 mm x 150 mm
tubes
4
10
15
30
2

9.0 x 105
3.5 x 106
5.6 x 106
1.0 x 107
4.0 x 10"

 'Serum requirements: growth medium contains 10% serum; maintenance medium
 contains 2-5% serum. Antibiotic requirements: penicillin-streptomycin stock solution,
 1.0 mL/liter; tetracycline stock solution, 0.5 mL/liter; fungizone stock solution, 0.2
 mL/liter.
 2Size is given in oz only when it is commercially designated in that unit.
                                                       163

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6.7.5  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 4000,
and where necessary, multiplying the resulting product by
the reciprocal of the dilution.

6.8.   Procedure for Preservation ofBGM Cell
       Line
     An adequate supply ofBGM 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.

6.8.1   Preparation of Cells for Storage
     The procedure described is for the preparation of 100
cell culture vials. Cell concentration per mL must be at least
1 x 106.
     Base the actual number of vials to be prepared on
usage  of the line and the anticipated time interval require-
ment between cell culture start-up and full culture produc-
tion.

(a)    Prepare  cell storage medium by adding  10 mL of
DMSO to 90 mL of  growth medium (see section 6.6.1b).
Sterilize cell  storage medium by passage through an 0.22
|jm sterilizing filter.
     Collect sterilized medium in 250 mL flask containing a
stir bar.

(b)    Harvest  BGM  cells from  cell  culture vessels as
directed in section 6.6.2. Count the cells according to the
procedure in  section  6.7 and resuspend them in the cell
storage medium at a concentration of 1 x 106 cells per mL.

(c)    Place the flask containing suspended cells on a
magnetic stirrer and slowly mix for 30 min.  Dispense 1 mL
volumes of cell suspension into  2 mL vials.

6.8.2  Procedure for Freezing Cells
     The freezing procedure requires slow cooling of the
cells with the optimum rate of-1 °C per min. 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 recom-
mended by the manufacturers.

(a)    Place the vials in a rack and place the rack in refrig-
erator at 4°C for 30 min, in a -20°C freezer for 30 min,  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.

(b)    Rapidly transfer vials into boxes or other containers
for long-term storage.
     To prevent substantial loss of cells during storage,
temperature of cells should be kept constant after-70°C has
been achieved.
6.8.3  Procedure for Thawing Cells
     Cells must be thawed rapidly to decrease loss in cell
viability.

(a)     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% iodine in
70% ethanol.

(b)     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 3).  Use two vials of
cells for 6 oz bottles and one vial for 25 cm2 flasks.

(c)     Incubate BGM cells at 36.5 ± 1°C. After 18 to 24 h
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 section
6.6.

7.   Bibliography and Suggested Reading

ASTM. 1998. Standard Methods for the  Examination of
  Water and Wastewater (L.S. Clesceri, A.E. Greenberg
  and  A.D. Eaton, ed), 20th Edition. United Book  Press,
  Baltimore, MD.

Barren, A.L., C. Olshevsky, and M.M. Cohen. 1970. Charac-
  teristics of the  BGM line  of cells from African  green
  monkey kidney. Archiv. Gesam. Virusforsch. 32: 389-392.

Berg, G., D. Berman,  and R.S. Safferman. 1982. A Method
  for concentrating viruses recovered from sewage sludges.
  Can. J. Microbiol. 28:553-556.

Berg, G., R.S.  Safferman, D.R. Dahling, D. Berman,  and
  C.J.  Hurst. 1984. USEPAManualof MethodsforVirology.
  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. 3:
  283-291.

Brashear,  D.A.,  and R.L Ward. 1982. Comparison of
  methods for recovering indigenous viruses from  raw
  wastewater sludge. Appl. Environ.  Microbiol.  43:MIS-
  MIS.

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.  51:790-812.

Dahling, D.R.,  G. Berg, and D.  Berman.  1974.  BGM, a
  continuous cell line more  sensitive than primary rhesus
  and African green kidney cells forthe recovery of viruses
  from water. Health  Lab. Sci. 11:275-282.

Dahling, D.  R., G. Sullivan, R. W.  Freyberg and  R. S.
  Safferman. 1989. Factors affecting virus plaque confirma-
  tion  procedures. J.  Virol. Meth. 24:111-122.
                                                    164

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Dahling, D. R.,  R. S. Safferman, and B. A. Wright.  1984.
  Results of a survey of BGM cell culture practices. Envi-
  ron. Internal  10:309-313.

Dulbecco, R. 1952. Production of plaques  in monolayer
  tissue cultures by single particles of an animal virus. Proc.
  Natl. Acad. Sci. U.S.A. 38:747-752.

Eagle, H. 1959. Amino acid metabolism in mammalian cell
  cultures. Science. 130:432-437.

Hay, R. J.  1985. ATCC Quality Control Methods for Cell
  Lines.  American Type Culture Collection, Rockville, MD.

Hurst, C. J. 1987. Recovering viruses from sewage sludges
  and from solids in water,  pp.  25-51. In G. Berg (ed),
  Methods for Recovering Viruses from the Environment.
  CRC Press, Boca Raton, FL.

Katzenelson,  E.,  B. Fattal,  and T. Hostovesky.  1976.
  Organic flocculation:  an efficient second-step concentra-
  tion method forthe detection of viruses in tap water. Appl.
  Environ.  Microbiol. 32:638-639.

Lennette, E. H.  and N.  J.  Schmidt (ed.). 1979. Diagnostic
  Procedures for Viral, Rickettsial and Chlamydial  Infec-
  tions, 5th ed. American Public Health Association, Inc.,
  Washington,  D.C.

Safferman, R. S., M. E. Rohrand T. Goyke. 1988. Assess-
  ment of recovery efficiency of beef extract reagents for
  concentrating viruses from municipal wastewater sludge
  solids by the  organic flocculation procedure. Appl. Envi-
  ron. Microbiol. 54:309-316.

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.

Ward, R. L, and C. S. Ashley. 1976. Inactivation of polio-
  virus in  digested  sludge.  Appl.  Environ.  Microbiol.
  31:921-930.
                                                     165

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                                         Appendix I
                   Test Method for Detecting, Enumerating, and
                Determining the Viability of Ascaris Ova in Sludge
1.0  Scope

   1.1  This test method describes the detection, enu-
meration, and determination of viability of Ascaris ova
in water, wastewater, sludge, and compost. These patho-
genic intestinal helminths occur in domestic animals and
humans. The environment may become contaminated
through direct deposit of human  or animal feces  or
through sewage and wastewater discharges to receiv-
ing waters. Ingestion of water containing infective /As-
caris ova may cause disease.

   1.2  This test method is for wastewater, sludge, and
compost. It is the user's responsibility to ensure the va-
lidity of this test method  for untested matrices.

   1.3  This standard does not purport to address  all
of the safety problems, if any, associated with its use. It
is the responsibility of the user of this standard to es-
tablish appropriate safety and health practices and de-
termine the applicability of regulatory limitations prior
to use.  For specific hazard statements, see section 9.

2.0  Referenced Documents

   2.1  ASTM Standards:

     °  D 1129  Terminology Relating to Water1
     0  D 1193  Specification for Reagent Water2
     0  D 2777  Practice for Determination of Precision
       and Bias of Applicable Methods of committee
       D-19on Water3

3.0 Terminology

   (Definitions and Descriptions of Terms must be ap-
proved by the Definitions Advisor.)

   3.1  Definitions - For definitions of terms used in
this test method, refer to Terminology D 1129.
   3.2
dard:
Descriptions of Terms Specific to This Stan-
   3.2.1  The normal nematode life cycle consists of
the egg, 4 larval stages and an  adult. The larvae are
similar in appearance to the adults; that is, they are typi-
cally worm-like in appearance.

   3.2.2  Molting (ecdysis) of the outer layer (cuticle)
takes place after each larval stage. Molting consists of
2 distinct processes, the deposition of the new cuticle
and the shedding of the old one or exsheathment. The
cuticle appears to be produced continuously, even
throughout adult life.

   3.2.3  A molted cuticle that still encapsulates a larva
is called a sheath.

   3.2.4  Ascarid egg shells are commonly comprised
of layers. The outer tanned, bumpy layer is referred to
as the mammillated  layer and is useful in identifying
Ascaris eggs.  The mammillated layer  is sometimes
absent. Eggs that do not possess the mammillated layer
are referred to as decorticated eggs.

   3.2.5  A potentially infective Ascaris egg contains a
third stage larva4 encased  in the sheaths of the first
and second larval stages.

4.0   Summary of Test Method

   4.1  This method is used to concentrate pathogenic
Ascaris ova from wastewater,  sludge, and compost.
Samples are processed by blending with buffered wa-
ter containing a surfactant.  The blend is screened to
remove large particulates. The solids in the screened
portion are allowed to settle out and the supernatant is
decanted. The sediment is subjected to density gradi-
ent centrifugation using magnesium sulfate (specific
gravity 1.20). This flotation procedure yields a layer likely
1Annual Book of ASTM Standards, Vol 11.01.
2Annual Book of ASTM Standards, Vol 11.01.
3Annual Book of ASTM Standards, Vol 11.01.
4P.L. Geenen, J. Bresciani, J. Boes, A. Pedersen, L. Eriksen,
H.P. Fagerholm, and P. Nansen (1999)The morphogenesis
of Ascaris suum to the infective third-stage larvae within
the egg, J. Parasitology 85(4):616-622.
                                          166

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to contain Ascaris and  some  other parasitic ova, if
present, in the sample. Small particulates are removed
by a second screening on a small mesh size screen.5
The resulting concentrate is  incubated at 26EC  until
control Ascaris eggs are fully embryonated.  The con-
centrate is then microscopically examined for the cat-
egories of Ascaris ova on a Sedgwick-Rafter counting
chamber.

5.0

   5.1  This test method is useful for providing a quan-
titative indication of the level of Ascaris ova contamina-
tion of wastewater, sludge, and  compost.

   5.2 This test method will not identify the species of
Ascaris detected nor the host of origin.

   5.3 This method may be useful in evaluating the
effectiveness of treatment.

6.0

   6.1  Freezing of samples will interfere with the buoy-
ant density of Ascaris ova and  decrease the recovery
of ova.

7.0

   7.1  A good  light microscope equipped  with
brightfield, and preferably with  phase contrast and/or
differential contrast optics including objectives ranging
in power from 10X to 45X.

   7.2 Sedgwick-Rafter cell.

   7.3 Pyrex beakers, 2 L. Coat with organosilane.

   7.4 Erlenmeyer  flask,  500 ml.  Coat  with
organosilane.

   7.4 A centrifuge that can sustain forces of at least
660 X G with the rotors listed below.

   7.4.1  A swinging bucket rotorto hold 100or250 ml
centrifuge glass or plastic conical bottles.

   7.4.2  A swinging bucket rotorto hold 15 ml conical
      or plastic centrifuge tubes.

   7.5 Tylersieves.

   7.5.1  20 or 50 mesh.
   7.5.2  400 mesh, stainless steel, 5 inch in diameter.

   7.5.3  A large plastic funnel to support the sieve.
Coat with organosilane.

   7.6  Teflon spatula.

   7.7  Incubator set at 26EC.

   7.8  Large test tube rack to accommodate 100 or
250 ml centrifuge bottles.

   7.9  Small test tube rack to accommodate 15 ml
conical centrifuge tubes.

   7.10  Centrifuge bottles, 100 or 250 ml. Coat with
organosilane.

   7.11   Conical centrifuge tubes, 15 ml. Coat with
organosilane.

   7.12  Pasteur pipettes.  Coat with organosilane.

   7.13  Vacuum aspiration apparatus.

   7.13.1  Vacuum source.

   7.13.2  Vacuum flask, 2 L or larger.

   7.13.3  Stopperto fit vacuum flask, fitted with a
or metal tubing as a connector for 1/4 inch tygon tub-
ing.

   7.14  Spray bottles (16 floz.) (2).

   7.14.1  Label one "Water".

   7.14.2  Label one "1%7X".

8.0

   8.1  Purity of Reagents — Reagent grade chemi-
cals shall be used in  all tests.  Unless otherwise indi-
cated, it is intended that all  reagents shall conform to
the specifications of the  Committee on Analytical Re-
agents of the American Chemical  Society6. Other
       may be used, provided it is first ascertained that
the reagent is of sufficiently high purity to permit its use
without lessening the accuracy of the determination.
5This method is based on a protocol published by Bowman,
D.D., M.D. Little, and R.S. Reimers (2003) Precision and
accuracy of an assay for detecting Ascaris eggs in various
biosolid matrices. Water Research 37(9):2063-2072.
6Reagent Chemicals. American Chemical  Specifications.
American Chemical Society, Washington, D.C. For sugges-
tions on testing of Reagents not listed by the American
Chemical Society,  see Analar Standards  for Laboratory
Chemicals, BHD Ltd., Poole, Dorset, U.K.  and the United
States Pharmacopeia and National Formulary, U.S. Phar-
maceutical Convention, Inc. (USPC).
                                               167

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   8.2  Purity of Water—Unless otherwise indicated,
references to water shall be understood to mean re-
agent water conforming to Specification D 1193, Type I.

   8.3  Preparation of Reagents — Prepare reagents
in accordance with Practice E200.

   8.3.1   Phosphate-buffered water (1 L = 34.0 g
KH2PO4, pH  adjusted to 7.2 ± 0.5 with 1 N NaOH).

          1 % (v/v) 7X ("ICN" laboratory detergent) (1 L
= 999 ml phosphate-buffered water,  1 ml 7X "ICN",
Adjust pH to 7.2 ± 0.1 with 1N NaOH).

   8.3.3   Magnesium sulfate, sp. gr. 1.20. (1 L = 215.2
g MgSO4, check specific gravity with a hydrometer; ad-
just as necessary to reach 1.20).

   8.3.4   Organosilane.  For coating glassware. Coat
all glassware according to manufacturer's instructions.

   8.3.5   Fresh Ascaris  ova for positive control, puri-
fied from Ascaris infected pig fecal material.

9.0   Precautions

   9.1   When handling Ascaris ova and biosolids, per-
sonal protective measures must be employed to pre-
vent infection. Prevention of infection in humans is a
matter of good personal hygiene.  Wear a laboratory
coat at all times in the laboratory. In addition, latex or
nitrile gloves and       protection safety       should
always be worn in the laboratory.  Mouth pipetting is
strictly forbidden. Contaminated pipettes are never laid
down on the  bench top but are immediately placed in a
pipette discard container which has disinfectant in it.
Contaminated equipment is separated as it is used into
containers for disposable materials and containers for
re-cycling.  After these containers which are always
autoclave pans, are full, they are autoclaved for 30 min-
utes at 121 EC and 15 pounds/in2. Contaminated glass-
ware is never washed until after it has been autoclaved.
Eating, drinking, and smoking in the laboratory is not
permitted. Likewise,  refrigerators are not to be used
for storing lunches or other items for human consump-
tion. If infective Ascarisova are ingested they may cause
disease.

10.0

   10.1    Collect  1  liter of compost,  wastewater, or
sludge in accordance with Practice D 1066, Specifica-
tion D 1192,  and Practices D 3370, as applicable.

   10.2    Place the sample containers) on wet ice or
around chemical ice and ship back to the laboratory for
analysis within 24 hours of collection.

   10.3    Store the samples in the laboratory refriger-
ated at 2 to  SEC. Do not freeze the samples during
transport or storage.
11.0  Preparation of Apparatus

   11.1   Test the centrifuge with a tachometer to make
sure the revolution's per minute correlate with the speed
gauge.

   11.2   Calibrate the incubator temperature with a
NIST traceable thermometer.

   11.3   Microscope.

   11.3.1  Clean the microscope optics.

   11.3.2  Adjust the condenser on the microscope, so
Kohler illumination is established.

12.0

   12.1   The percentage moisture of the sample is de-
termined by analyzing a separate portion of the sample,
so the final calculation of ova  per gram dry weight can
be determined. The concentration of ova in liquid sludge
samples may be expressed as ova per unit volume.

   12.2   Initial preparation:

   12.2.1  Dry or thick samples:  Weigh  about 300 g
(estimated dry weight) and place in about 500 ml water
in a beaker and let soak overnight at 4 -1 DEC. Transfer
to  blender and blend at  high for one minute.  Divide
sample into four beakers.

   12.2.2  Liquid samples: Measure 1,000 ml or more
(estimated to contain at least 50 g  dry solids) of liquid
sample. Place one half of sample in blender. Add about
200 mL water. Blend at high speed for one minute trans-
fer to a beaker. Repeat for other half of sample.

   12.3   Pour the homogenized sample into a 1000
mL tall form beaker and using a wash bottle, thoroughly
rinse blender container into beaker. Add 1 % 7X to reach
900 ml final volume.

   12.4   Allow sample to settle four hours or overnight
at 4 -1 DEC. Stir occasionally with a wooden applicator,
as needed to ensure that material floating on the sur-
face settles. Additional 1 % 7X may be added, and the
mixture stirred if necessary.

   12.5   After settling, vacuum aspirate supernatant
to just above the layer of solids. Transfer sediment to
blender and add water to 500 ml, blend again for one
minute at high speed.

   12.6   Transfer to beaker, rinsing blender and add
1% 7Xto reach 900 ml. Allow to     for two hours at
4 - 10EC, vacuum aspirate supernatant to just above
the layer of solids.
                                               168

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   12.7  Add 300 ml 1% 7X and stir for five minutes
on a magnetic stirrer.

   12.8  Strain homogenized sample through a 20 or
50 mesh sieve placed in a funnel over a tall beaker.
Wash sample through sieve with a spray of 1 % 7X from
a spray bottle.

   12.9  Add 1%7X to 900 ml final volume and allow
to settle for two hours at 4 -1 DEC.

   12.10  Vacuum aspirate supernatant to just above
layer of solids.  Mix sediment and distribute equally to
50 ml graduated conical centrifuge tubes.  Thoroughly
wash any sediment from beaker into tubes using water
from a wash bottle. Bring volume in tubes up to 50 ml
with water.

   12.11   Centrifuge  for 10 minutes at 1000 X G.
Vacuum aspirate supernatant from each tube down to
just above the level of sediment. (The packed sediment
in each tube should not exceed 5 ml.  If it exceeds this
volume, add water and distribute the sediment evenly
among additional tubes, repeat centrifugation, and
vacuum aspirate supernatant.)

   12.12  Add  10 to 15 ml of MgSO4 solution (spe-
cific gravity 1.20) to each tube and mix for 15 to 20 sec-
onds on a vortex mixer.  (Use capped tubes to avoid
splashing of mixture from the tube.)

   12.13  Add  additional  MgSO4 solution  (specific
gravity 1.20) to  each tube to bring volume to 50 ml.
Centrifuge for five to ten  minutes  at 800 to 1000 X g.
DO NOT USE BRAKE.

   12.14  Allow the centrifuge to coast to a stop with-
out the brake. Pourthetop25to35 ml of supernatant
from each tube through a 400 mesh sieve supported in
a funnel over a tall beaker.

   12.15  Using a water spray bottle, wash excessive
flotation fluid and fine particles through sieve.

   12.16  Rinse sediment collected on the sieve into
a 100 ml beaker by directing the stream of water from
the wash bottle onto the upper surface of the sieve.

   12.17  After thoroughly washing the sediment from
the sieve, transferthe suspension to the required num-
ber of 15 ml centrifuge tubes, taking care to rinse the
beaker into the tubes. Usually one beaker makes one
tube.

   12.18  Centrifuge the tubes forthree minutes at 800
X G, then discard the supernatant.

   12.19  If more than one tube has been usedforthe
sample, transfer the sediment to  a single tube, fill with
water, and repeat centrifugation.
   12.20  Aspirate the supernatant above the solids.

   12.21  Resuspend the solids in 4 ml 0.1 N H2SO4
and pour into a 20-mL polyethylene scintillation vial or
equivalent with loose caps.

   12.22  Before incubating the vials,  mark the liquid
level in each vial with a felt tip pen. Incubate the vials,
along with control vials containing Ascaris ova mixed
with4ml_0.1 N H2SO4, at 26EC forthree to four weeks.
Everyday or so, check the liquid level in each vial. Add
reagent grade water up to the initial liquid level line as
needed to compensate for evaporation. After 18 days,
suspend, by inversion and sample small aliquots of the
control cultures once every 2 - 3 days.  When the ma-
jority of the control Ascaris ova are fully embryonated,
samples are ready to be examined.

   12.23  Examine the concentrates microscopically
using a Sedgwick-Rafter cell to enumerate the detected
ova. Classify the ova as either unembryonated, em-
bryonated to the first, second, or third  larval stage. In
some embryonated Ascaris ova the  larva may be ob-
served to move. See Figure 1 for examples of various
Ascaris egg categories.

13.0  Calculation

   13.1   Calculate % total solids using  the % mois-
ture result:

         % Total solids = 100% - %  moisture

   13.2  Calculate catagories of ova/g dry weight in
the following manner:

         Ova/g dry wt = (NO) x (CV) x (FV)
                         (SP) x (TS)

Where:

     NO = no. ova
     CV = chamber volume(= 1  ml)
     FV = final volume in ml
     SP = sample processed in ml org
     TS = % total solids

14.0  Report

   14.1   Report the results as the total number of As-
caris ova, number of unembryonated Ascaris ova, num-
ber of 1st, 2nd, or 3rd stage larva; reported as number
of Ascaris ova and number of various larval Ascaris ova
perg dry weight.

15.0  Keywords

   Ascaris, ova, embryonation, viability assay, helminth.
                                              169

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   Notice

   The PEC was consulted in a recent (1998-1999) pi-
lot study by Lyonnaise des Eaux concerning the use of
a microscope in making helminth ova counts for differ-
ent types of sludge. Solids and debris present in the
sludge being viewed with the microscope were found to
impair ones ability to count. Dilution of raw sludge and
digested  sludge, however, with phosphate-buffered
water priorto analyzing them significantly improved the
numberof ova that could be counted. Raw sludges  were
diluted by a factor of 20 and digested sludges by a fac-
tor of 5.  QA/QC procedures were followed to validate
this procedure. The PEC should be consulted for  more
details.

[revised May 15,2003]
                                               170

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Figure A1.1.  Ascaris ovum:  potentially non-fertile,
note bumpy mammilated outer layer.
Figure A1.2. Ascaris ovum:  fertile, note the bumpy
outer mammilated layer.
Figure A1.3. Ascaris ovum: decorticated, unembryonated.
Note the outer mammilated layer is  gone
                                                         Figure A1.4. Ascaris ovum: decorticated and embryonated.
                                                    171

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Figure A1.5. Ascaris ovum: decorticated, embryonated.
                                                         Figure A1.6. Ascaris ovum with second stage larva;
                                                         note the first stage larval sheath at the anterior end of
                                                         the worm
                                                    172

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                                               Appendix J
                              The Biosolids Composting  Process
Introduction
  Composting  is the biological  decomposition of organic
matter under controlled aerobic conditions. The objectives
of composting  are  to reduce pathogens to below detect-
able levels, degrade volatile solids,  and produce a usable
product. Pathogen reduction is a function of time and tem-
perature. Composted biosolids is one way to meet 40 CFR
Part 503 pathogen  (and vector attraction) reduction require-
ments. Composted biosolids can meet either  a "Process
to Significantly Reduce Pathogens" (PSRP/Class B) or a
"Process to  Further Reduce Pathogens" (PFRP/Class A)
standard, depending upon the  operating conditions  main-
tained at the facility. Process and  operational consider-
ations must  be taken into account when a facility desires
to meet the pathogen and vector attraction requirements
of 40 CFR 503. The 40 CFR Part 503 regulations require
composted  biosolids applied to the land to meet specific
pollutant limits, site restrictions, management practices,
and  pathogen  and vector attraction reduction  processes,
depending upon  whether they: 1) are applied to agricul-
tural land, forest, a public contact  site, or a reclamation
site; 2) are sold or  given away in a bag or other container;
or 3) are applied to a  lawn or home garden. Discussions
provided here are presented in summary form;  it is recom-
mended that the facility seek additional details  in develop-
ing a compost operation.

Composting Process Description
  The addition of a bulking agent to sewage  sludge pro-
vides optimum conditions for the  composting process,
which usually lasts  3 to 4  weeks. A bulking agent acts as a
source of carbon for the  biological process, increases po-
rosity, and reduces the moisture level. The composting
process has several phases,  including the active phase,
the curing phase, and  the drying phase.

  Active phase. During the active or stabilization phase,
the sewage  sludge/bulking agent mix  is aerated and the
sewage sludge is decomposed due to  accelerated biologi-
cal activity.  The biological process involved in  composting
can  raise the temperature up to 60°C or more. At  these
high temperatures, all of the  disease-causing pathogens
are destroyed. Windrow systems must meet this condition
by achieving 55°C   for a minimum of 15 consecutive days
during which time  the windrow  is turned five  times. The
critical requirement is that the material in  the core of the
compost pile  be maintained at the required temperatures
(55°C) for the required time (3 days). Therefore, the first
phase typically lasts 21 days.  Aeration is accomplished in
one of two ways: 1) by mechanically turning the mixture
so that the sewage sludge is exposed to oxygen in the air;
or 2) by using blowers to either force or pull air through the
mixture.

   Curing phase. After the active phase, the resulting ma-
terial is cured  for an  additional  30 days to 180 days. At this
time, additional decomposition, stabilization,  pathogen
destruction, and degassing takes place. Composting is
considered  complete when  the  temperature of the com-
post returns to ambient levels. Depending  upon the extent
of biodegradation during the active phase and the ultimate
application of the finished product, the curing phase  may
not be  carried out as a separate process.

   Drying phase. After curing, some operations add another
step called the drying phase which can vary from days to
months. This stage is necessary if the material is to be
screened to either recover  the  unused bulking  agent for
recycling or for an additional finished  product. If the prod-
uct is to be marketable, the final compost should be  50%
to 60% solids.

  There are  two main process configurations for the
composting process:

   Unconfined composting. This process  is conducted in
long piles (windrows)  or in static piles. Operations  using
unconfined  composting methods may provide oxygen to
the compost by turning the piles  by hand or machine or by
using air blowers which may be operated  in either a posi-
tive (blowing) or negative (suction)  mode. For windrows
without blower aeration, it  is typical to turn the windrow
two or three times a week, using a front-end loader. Prop-
erly operating aerated static piles do not require turning.

  Confined (in-vessel) composting. This  process is car-
ried out within an enclosed container, which minimizes
odors and process  time by providing better control over
the process variables. Although  in-vessel  composting has
been effective for small operations, typically these opera-
tions are proprietary and therefore will not be described
any further in this fact sheet.
                                                       173

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 Operational  Considerations
  The key process variables for successful composting are
 the moisture content and carbon to nitrogen (C:N) ratio of
 the biosolids/bulking agent mixture, and temperature and
 aeration of the  compost  pile. Other process parameters
 such as volatile  solids content, pH,  mixing and the materi-
 als used in the compost also affect the process.

   Bioso/ids/Bu/king Agent Mixture Moisture Content. Mois-
 ture control is an important factor for effective composting.
 Water content must be controlled for effective stabiliza-
 tion, pathogen inactivation, odor  control and finished  com-
 post quality (Benedict, 1988). The optimum  moisture con-
 tent of the mix is between  40% and 60%. At  less than 40%
 water, the material  is too fluid, has reduced porosity and
 has the potential for producing septic conditions and odors;
 above 60% solids, the  lack of moisture may slow down the
 rate of decomposition. Since typical  dewatered  sewage
 sludge or biosolids are often in the range of 15% to 20%
 solids for vacuum filtered  sewage  sludge or biosolids and
 20% to 35% solids for belt press or filter pressed  sewage
 sludge or biosolids, the addition of drier materials  (bulking
 agents) is usually essential.

   Biosolids/Bulking Agent Mixture  Carbon to Nitrogen Ra-
 tio. Microorganisms need  carbon for growth and  nitrogen
 for  protein synthesis.  For efficient composting, the carbon
 to nitrogen (C:N) ratio of the biosolids/bulking  agent mix-
 ture should be in the range of 25:1 to 35:1

  Oxygen levels. For  optimum aerobic biological  activity,
 air  within the pile should  have oxygen levels  of between
 5% and 15%. Lower  levels of oxygen will create odors and
 reduce the efficiency of the composting. Excessive aera-
 tion  will cool the pile,  slow the composting process, and
 will not provide the desired pathogen and vector attraction
 reduction.

  Conventional windrows obtain necessary oxygen through
 the natural draft and ventilation induced from  the hot, moist
 air  produced during active  composting and from the peri-
 odic windrow turning.  Where blowers are used for aera-
 tion, it is typical to provide at least one blower per pile.

  Biosolids/Bulking Agent Mixture  Volatile Solids Con tent.
 The volatile solids content of the biosolids/bulking agent
 mix should be greater than 50% for successful composting
 (EPA, 1985). This parameter is an indicator  of the energy
 available for biological activity and therefore compostability.

   Bioso/ids/Bu/king Agent Mixture pH. The pH  of the
 biosolids/bulking agent mix should be in the range of 6 to
 9 for efficient composting (EPA, 1985).  Higher pH mixtures
 may result if lime stabilized biosolids are used. They can
 be  composted;  however,  it may take longer  for the
composting process to  achieve the temperatures  needed
to reduce  pathogens.

  Biosolids and  Bulking Agent Mixing.  Uniform mixing is
necessary  in order to  assure that  moisture  concentration
 is constant through the pile and that air can flow throughout.
       Type of Biosolids. The type of biosolids used
 may have an effect on the composting process.
 Composting  can be accomplished with unstabilized
 biosolids, as well as anaerobically and aerobically digested
 biosolids. Raw sludge has a greater potential to cause
 odors because they have more energy available and will,
 therefore, degrade more readily. This may cause the com-
 post pile to achieve higher temperatures faster unless suf-
 ficient oxygen  is provided and may also cause odors (EPA,
 1985).

   Material for Bulking Agents. Materials such as wood
 chips,  sawdust and recycled compost are usually added
 as "bulking agents" or "amendments" to the compost mix-
 ture  to provide an additional source of carbon and to  con-
 trol the moisture content  of the  mixture.  Other  common
 bulking agents used by facilities around the country  include
 wood waste,  leaves, brush, manure, grass, straw,  and
 paper (Goldstein, 1994). Because of their cost, wood chips
 are often  screened out  from the matured compost, for re-
 use. Although sawdust is frequently used for in-vessel
 composting, coarser materials such as wood chips, wood
 shavings,  and  ground-up wood are often preferred because
 they permit better air penetration and are easier to remove.
 Recycled compost is often  used as a bulking agent in wind-
 rows, especially if bulking agents must be purchased. How-
 ever, its use is limited because the porosity decreases as
 the recycle ages (EPA, 1989). The amount of biosolids
 and  bulking agent which must be combined to make a  suc-
 cessful compost is based on a mass balance process  con-
 sidering the moisture contents, C:N ratio, and volatile sol-
 ids content.

   Compost Pile Size.  In general, assuming adequate aera-
 tion,  the  larger the pile the better. A larger  pile  has  less
 surface area per cubic yard of contents and therefore re-
 tains more of the heat that is generated and is less influ-
 enced  by ambient conditions.  In addition,  less cover and
 base material  (recycled compost, wood chips,  etc.)  is
 needed as well as  the overall land requirements for the
 compost  operation.  Larger piles  tend  to  retain  moisture
 longer. The surface area to volume ratio has an effect on
 the temperature of the pile. Assuming other factors are
 constant (e.g.,  moisture, composition, aeration), larger piles
 (with their lower surface area to volume ratio), retain more
 heat than  smaller piles.  Ambient temperatures have a sig-
 nificant impact on composting operations (Benedict,  1988).

  A typical aerated static pile for a large operation would
 be triangularly shaped in cross section  about 3 meters(m)
 high  by 4.5 to 7.5 m wide (15 to 25 feet) at the base by 12
to 15 m long  (39 to 50 feet) (Haug, 1980). One survey
study indicates that extended aerated static pile (where
 piles are formed on the side of older piles)  heights were
typically 12 to  13 feet high. Minimum depths of base  and
cover materials (recycled compost, wood chips, etc.) were
 12 and 18 inches, respectively (Benedict,  1988).

  In  windrow  composting, the  compost mix is stacked  in
long  parallel rows. In  cross section, windrows may range
from  rectangular to trapezoidal  to  triangular,  depending
                                                        174

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upon the material and the turning equipment. Atypical trap-
ezoidal windrow might be 1.2 m  (4 feet) high by 4.0 m (13
feet) at its  base and 1.0 m (3 feet) across the top (Haug,
1980).

Monitoring  and Sampling of the Compost
Pile
   Unless the entire composting mass is subject to the
pathogen reduction temperatures,  organisms  may survive
and repopulate the mass once the piles or windrows are
cooled. Therefore it is crucial  that temperatures be attained
throughout the entire pile. For aerated static piles or in-
vessel systems using  static procedures such as tunnels or
silos,  temperature monitoring  should represent points
throughout the  pile, including  areas which  typically are the
coolest.  In aerated static piles this is  usually the toes of
the pile (Figure 1). Temperatures should be taken  at many
locations  and at various  depths to be  assured that  the core
of the pile maintains the required temperature. Records of
the temperature, date, and time should be maintained and
reviewed on  an ongoing  basis.  Microbial  analysis should
at a minimum be taken  in a matter to represent the entire
compost  pile. Operational parameters  such as moisture,
oxygen as well as the  others should  be monitored at a
frequency necessary  to assure  that the  compost opera-
tion  is operating within  acceptable ranges.

   For  composting, vector attraction reduction (VAR) is
achieved through the degradation of volatile solids. The
extent to which the volatile solids are degraded  is often
referred to  as compost  stability.  Stabilization requires suf-
ficient time for the putrescible organic compounds and for
other potential food sources for vectors  to decompose.
Under this  vector attraction reduction option, the Part 503
requires that  biosolids be maintained under aerobic condi-
tions for at least 14 days, during which time temperatures
are over 40°C(104°F),  and the average temperature  is
over 45°C  (113°F)  (503.33(b)(5).  These criteria are based
on studies  which have shown that most of the highly pu-
trescible compounds are decomposed during  the  first 14
days of composting and that significant stability is achieved
at mesophilic (<45°C ) temperatures.

Recommendations for  Specific
 Technologies
  Aerated static pile - Aerated static piles should be cov-
ered with an insulation layer of sufficient thickness to en-
sure that temperatures  throughout the  pile, including the
pile surface, reach 55°C. It is  recommended that the insu-
lation layer be at least 1 foot thick. Screened compost is a
more  effective insulation than unscreened compost or wood
chips. Screened compost also provides more odor control
than the other two materials.

  Air  flow rate and the configuration of an aeration  system
are other factors which affect temperature. Air flow must
be sufficient to supply oxygen to the  pile,  but excessive
aeration  removes heat and moisture from the  composting
material. The configuration of an aeration system  is also
important. Aeration piping too  close to  pile edges may re-
sult in uneven temperatures in  the pile and excessive cool-
ing at the pile toes. If holes in the perforated piping are too
large  or  not distributed properly,  portions of the pile may
receive too much air and be too cool as a result.

   Windrows  - Compliance with the pathogen reduction
requirements for windrows depends on proper windrow size
and configuration. If windrows  are too small, the high sur-
face  area to volume ratio will result in excessive heat loss
from  the pile sides. Turning must ensure that  all  material
                                     A 1 foot thick insulation layer is recommended to ensure that the
                                     entire pile reaches pathogen reduction temperatures.
                 Blower
                                      Pile toes are usually the coolest part of an aerated static pile.
Figure  1a.  Aerated static pile.
                                                        175

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                                                    Pile Core
                                         z
       \
                                       /                          \
                           Material turned into the pile core reaches pathogen reduction temperatures.
                           Operations must ensure that all material is turned into the core at some point
                           during composting and that core temperatures rise to 55 degrees after turning.
Figure 1b. Windrow.
in a windrow  be introduced into the pile core and raised to
pathogen reduction  temperatures. This is  most easily
achieved with a  windrow turning machine.

  In-Vessel systems- It  is difficult to provide  guidance for
these systems as there  are numerous types with varying
configurations. Two key  factors that apply to all in-vessel
systems  are aeration and available carbon. As with aer-
ated static piles, the air flow configuration and rate can
affect the distribution of aeration to different  parts of a
composting mass and the temperature profile of a pile.
Many in-vessel  systems use sawdust  as an  amendment.
This may not provide sufficient energy  if the volatile solids
in the biosolids  are low.

Requirements for Class A/Class B Compost
  For class A biosolids, aerated static pile,  conventional
windrow  and in-vessel composting methods must meet the
PFRP  requirements,  including the following  temperature/
time requirements:

  • Aerated static piles and  in-vessel systems must be
    maintained at a  minimum operating temperature of
    55°C  (131°F) for at least 3 days; and

   • Windrow piles must  be maintained at a minimum op-
    erating temperature of 55°C  (131°F)  for 15 days or
    longer. The piles  must be turned five times  during this
    period.

   For class B  biosolids, aerated  static pile,  conventional
windrow  and in-vessel composting methods must meet the
PSRP  requirements,  including the following  temperature/
time requirements:

  • The  compost pile must be maintained at a minimum of
    40°C for at least five days; and

  • During the  five-day  period, the temperature must rise
    above 55°C for at least four hours to ensure pathogen
    destruction.  This is usually done near the end of the
    active composting phase in order to prevent inactivat-
    ing the organic destroying bacteria.
  To meet 40 CFR Part 503 vector attraction reduction
requirements  using  the "aerobic  process" alternative,
composting operations must ensure that the process lasts
for 14 days or longer at  a temperature greater than  40°C.
In addition, the average  temperature must be higher than
45 °C.

Additional  References
Benedict, Arthur et al.,  Composting Municipal  Sludge: A
    Technology Evaluation,  Pollution  Technology Review
    No. 152, Noyes Data Corporation, Park Ridge, New
    Jersey, 1988.

BioCycle, Managing Sludge  by Composting, JG Press Inc.,
    Emmaus,PA, 1984.

Goldstein,  N.  et al.,  "1994 Biocycle Biosolids Survey."
    Biocycle: Journal  of Composting  and Recycling, De-
    cember 1994.

Haug, Roger T., Compost Engineering, Principles and Prac-
    tice, Ann Arbor Science Publishers, Ann Arbor, Michi-
    gan,  1980.

Information Transfer  Inc., 1977 National  Conference  on
    Composting of Municipal Residues and Sludges, Au-
    gust 23-25,1977,   Information Transfer, Inc., Rockville,
    Maryland,  1978.

Jensen, Ric, Research Encourages  Biosolids Re-use, En-
    vironmental Protection,  December 1993.

The  BioCycle  Guide  to  In-Vessel Composting,  JG Press
    Inc., Emmaus, PA. 1986.

U.S. EPA, A Plain English Guide  to the EPA Part 503
    Biosolids Rule.  Office  of Wastewater Management.
    EPA/832/R-93/003. September 1994.

U.S. EPA Guidance  for NPDES Compliance  Inspectors,
    Evaluation of Sludge Treatment Processes. Office  of
    Wastewater Enforcement  and Compliance, Office  of
    Water.  November 1991.
                                                       176

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U.S.  EPA, Summary Report, In-Vessel Composting of Mu-        nation, Office of Research and Development. EPA/625/4-
   nicipal Wastewater Sludge. EPA/625/8-89/016.  Sep-        85/014. August 1985.
   tember 1989.
                                                        U.S. EPA, Environmental Regulations and Technology, Use
U.S. EPA, Seminar Publication: Composting of Municipal Waste-        and  Disposal of Municipal Wastewater Sludge.  EPA/
   water Sludges. Center for Environmental Research  Infor-        625/10-84/003.1984.
                                                     177

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