&EPA
           United States
           Environmental
           Protection Agency
           Office of
           Pollution Prevention
           and Toxics
EPA 747-R95-004
April 1995
Report on the National
Survey of Lead-Based
Paint in Housing
Appendix  I:
Design and Methodology

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          REPORT ON THE NATIONAL SURVEY

          OF LEAD-BASED PAINT IN HOUSING

           Appendix I:  Design and Methodology
              This work was conducted under
           HUD Contract Number HC-5848 and
EPA Contract Numbers 68-D2-0139, 68-D9-0174, and 68-D3-0011.
                      June, 1995

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The material in this document has been subject to Agency technical and policy review and approved for
publication as an EPA report. The views expressed by individual authors, however, are their own and
do not necessarily reflect hose of the U.S. Environmental Protection Agency.  Mention of trade names,
products,  or services does not convey, and  should not be interpreted as conveying, official  EPA
approval, endorsement, or recommendation.
                                              11

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                                TABLE OF CONTENTS


Chapter

   1         INTRODUCTION	       1-1

             1.1    Background	       1-1

                    1.1.1   Prior Surveys and Their Limitations	       1-1
                    1.1.2   Lead in Surface Dust and Soil	       1-4
                    1.1.3   Pathways Between Paint Lead and Blood Lead	       1-5

             1.2    Reports Based on the National Survey	       1-5


   2         THE RESEARCH DESIGN FOR THE NATIONAL SURVEY	       2-1

             2.1    Objectives and Data Requirements	       2-1
             2.2    Research Design	       2-1

                    2.2.1   Overview of the Research Design	       2-2
                    2.2.2   Sample Design and Selection	       2-4
                    2.2.3   Data Collection Protocols	       2-5
                    2.2.4   Paint, Dust and Soil Samples	       2-6


   3         SAMPLE DESIGN AND SELECTION	       3-1

             3.1    Target Population	       3-1
             3.2    Sample Design: Selection of Counties	       3-2
             3.3    Multi-stage Sample: Differences Between Private and
                    Public Sampling Procedures	       3-5
             3.4    Within - County Private Housing Sample Selection	       3--S
             3.5    Within - County Public Housing Sample Selection.	       3-13
             3.6    Sampling Within the Dwelling Unit	       3-15
             3.7    Dust and Soil Sampling	       3-20


   4         DATA COLLECTION PROTOCOLS	       4-1

             4.1    Data Requirements	       4-1
             4.2    Household Questionnaire	       4-2
             4.3    Housing Unit Inspection Protocol	       4-2
             4.4    Paint, Dust, and Soil Sampling Protocols	       4-3


   5         FIELD OPERATIONS	       5-1

             5.1    Objectives	       5-1
             5.2    Field Period	       5-1
                                           11

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                            TABLE OF CONTENTS (continued)
Chapter                                                                          Page

              5.3     Private Housing Frame Development	      5-1

                     5.3.1  Listing	      5-1
                     5.3.2  Screening	      5-2

              5.4     Public Housing Frame Development	      5-3
              5.5     Field Data Collection	      5-4

                     5.5.1  Telephone Interviews	      5-4
                     5.5.2  Housing Unit Inspections	      5-5

              5.6     Field Technicians'Duties	      5-9
              5.7     Laboratory Analysis of Dust and Soil	      5-10


   6          QUALITY ASSURANCE PLAN	      6-1

              6.1     Measures to Enhance Response Rates	      6-1
              6.2     Quality Assurance for Questionnaire Data	      6-2
              6.3     Quality Assurance for Home Inspection Data	      6-2
              6.4     Quality Assurance for Environmental Samples	      6-3

                     6.4.1  Quality Assurance for MAP/XRF Data	      6-3
                     6.4.2  Quality Assurance for Dust and Soil Samples
                           (Field and Laboratory)	      6-4

              6.5     Software Quality Assurance for Data Preparation and
                     Analysis	      6-5
              6.6     Calculation of Sample Weights	      6-6


   7          LEAD-BASED PAINT DATABASE	      7-1


                                      List of Appendices
Appendix                                                                         Page


   A    Soil and Dust Sampling Protocols	      A-l

   B    Survey Materials	      B-l
                                           m

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                            TABLE OF CONTENTS (continued)

                                      List of Tables

Table                                                                             Page
   1-1        Prevalence of Lead-Based Paint in Housing by Year of
              Construction Based Upon Prior Surveys	       1-3
   3-1        National Distribution of Dwelling Units Built Before 1980	       3-4
   3-2        Sample Design Planned for National Survey of Lead-Based
              Paint in Housing	       3-4
   3-3        Distribution of Completed Inspections by Construction Year
              and Dwelling Unit Type	       3-10
   3-4        Development of Private Housing Sample from Screening
              Through Completed Inspection as a Percent of the Prior Stage	       3-12
   3-5        Distribution of Environmental Samples	       3-17
   5-1        Methodology for Estimating Areas of Painted Components	       5-8
   7-1        Sources of Data hi Analytical Data Files	       7-2
   7-2        Coefficients for XRF Bias Adjustments	       7-9

                                      List of Figures
   3-1        Multistage Sample Design	       3-6
   3-2        Development of the Private Housing Sample:  Yield by
              Sample Stages	       3-11
                                            IV

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                                       1.  INTRODUCTION


       The National Survey of Lead-Based Paint in Housing was conducted under the sponsorship of the
Department of Housing and Urban Development to provide basic data for comprehensive and workable
plans for the prompt and cost-effective abatement of lead-based paint hazards in private  and public
housing.   The  comprehensive and workable  plans (CWPs)  were required by the  Lead-Based  Paint
Poisoning  Prevention Act  (LPPPA), as amended by  Section 566  of the Housing and  Community
Development Act of 1987.1  The CWP for private housing was issued to Congress in December, 1990?
The CWP for public housing is being prepared for future issuance.

       This report is Appendix I of the Report on the National Survey of Lead-Based Paint in Housing. It
presents a detailed description of the design and methodology of the  survey, including research design,
survey sample design, data collection protocols, quality assurance, and data preparation.


1.1    Background

       This section presents the background for the National Survey.  It briefly describes the data available
prior to the National Survey on the estimated extent of lead-based paint hazards in the United States.

1.1.1  Prior Surveys and Their Limitations

       There were four notable surveys of lead-based paint in housing that preceded the National  Survey.
Three municipal surveys were conducted in the mid-1970s, and one national survey of public housing was
carried out in the 1980s.

       The Washington,  DC, survey, conducted in 1973 by the National Bureau of Standards (now the
National Institute of Standards and Technology JNIST]) had a sample of 233  housing units (of which 115
were inspected) representing the city of Washington.3 This survey also acted  as HDD-sponsored field test
for a Pittsburgh survey conducted a year later.

       The Pittsburgh survey, conducted in 1974 and  1975  by the Allegheny  County (PA) Health
Department for the National Bureau of Standards under HUD sponsorship, is by far the largest study of its
type ever conducted.  The survey completed inspections in approximately 3,300 housing units out of a
sample of 4,000 units that represented the entire Pittsburgh urban area.4
 Amendment in Section 566 of the Housing and Community Development Act of 1987 (Public Law 100-242).


 U.S. Department of Housing and Urban Development, Office of Policy Development and Research (1990), Comprehensive and "Workable
 Plan for the Abatement of Lead-Based Paint in Privately Owned Housing: Report to Congress.


 Hall, William; and Ayers, Tyrone (1974), Survey Plans and Data Collection and Analysis Methodologies: Results of a Pre-Survey for the
 Magnitude and Extent of the Lead-Based Paint Hazard in Housing (NBSIR 74-426), U.S. Department of Commerce, National Bureau of
 Standards.

4
 Shier, Douglas R.; and Hall, William G. (1977), Analysis of Housing Data Collected in a Lead-Based Paint Survey in Pittsburgh,
 Pennsylvania, Parts I and H (NBSIR 77-1250 and 77-1293), U.S. Department of Commerce, National Bureau of Standards.
                                                1-1

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      The Phoenix survey, conducted in 1976 by the Arizona Department of Health Services, had a
sample of 268 units and conducted inspections of 146.  The sample represented a single Phoenix census
tract that was chosen because of a high number of both pre-1940 units and children under five years old.
5
      The fourth survey was part of a national study of the modernization needs of public housing. It was
conducted in 1984-1985.  Two hundred and sixty-two public housing units (apartments) plus associated
common areas (i.e., hallways, playgrounds) were inspected in 131 public housing projects in 34 cities. The
34 cities haH community  lead-poisoning prevention programs tW provided for the inspections.    The
results of the study were projected onto the national stock of public housing.

      The reported percentage of housing units  in the samples found  to  contain lead-based paint  are
summarized for these four studies in Table 1-1.

      Limitations of Previous Surveys

      As a basis for calculating national estimates of the number of housing units with lead-based paint,
analyzing other lead hazards in housing, and estimating the  cost of abatement, these prior surveys  are
limited.

       Sample Limitation. Because of the limited geographic coverage of most of the surveys, there is no
way of knowing the extent to which the findings are representative of housing throughout the nation.

       Wide Divergence in Estimates of Homes with Lead.  As reported in Table 1-1, the prior surveys'
estimates for the percentage of homes with lead varied immensely. For housing built prior to 1940, the
range was 71 to 100 percent; for homes built between 1940 and 1959, the range was 64 to 92 percent; and
for units  built between 1960  and  1977, the range was 48 to 76 percent.  The wide  ranges of these
percentages underscore the need for a systematic national survey to generate estimates sufficiently reliable
for analysis and policy development

       Differences in Estimates of Unsound Paint Conditions. The ATSDR report estimated that there
were 1,972,000 housing units  with  lead-based paint in an "unsound" condition.  This figure provided an
indicator of the number of units in which the risk of exposure to lead from paint was greatest.  It was based
on data from the 1983 American Housing Survey, which reported on peeling paint, cracked plaster, and
holes in walls.  Peeling paint was the indicator selected to represent unsound condition. To calculate the
estimate, ATSDR multiplied the estimated number of units with lead-based paint in each  of the three
periods of construction by a single  average percentage of units with peeling paint for all housing in the
nation, regardless of year of construction. This method appears to have resulted in an underestimate.  The
prevalence of peeling paint, according to the 1983 American Housing Survey, was 8.7 percent in pre-1940
housing, 4.3 percent in housing built between 1940 and 1959, and 1.8 percent  in housing built between
1960 and 1979. If these percentages had been used in the ATSDR model, the estimated number of housing
units with lead-based paint and peeling paint would have been 2,574,000 instead of 1,972,000.
 Arizona Department of Health Services, Division of Environmental Health, Bureau of Sanitation (1976), 'Lead-Based Paint: Report of
 Findings to the State Legislature" (mimeo).

6
 A project is a public housing development consisting of one or more buildings in the same neighborhood.


 Wallace, James £. (1986), The Cost of Lead-Based Paint Abatement in Public Housing, U.S. Department of Housing and Urban
 Development.
                                               1-2

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                                        TABLE 1-1
                   PREVALENCE OF LEAD-BASED PAINT IN HOUSING
              BY YEAR OF CONSTRUCTION BASED UPON PRIOR SURVEYS
Survey
Pittsburgh
All Housing
Public Housing
Washington, DC
Phoenix
Public Housing (1)
Year of Construction
pre-1940
Percent of
units w/LBP

88%
71
100
100
81
Units in
Sample

2,525
76
63
124
99
1940-1959
Percent of
units w/LBP

74%
79
92
85
64
Units in
Sample

178
117
24
22
96
1960-1977
Percent of
units w/LBP

61%
60
76
NA
48
Units in
Sample

27
63
17
NA
52
  (1) This survey, part of the Modernization Needs Study, used different year-of-construction
intervals than the other surveys.  The prevalence of 81 percent is for public housing built prior
to 1950, and the prevalence of 64 percent is for the period 1950-1959.
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       Measurement Imprecision.  The portable X-ray fluorescence analyzers used in all of the surveys
were subsequently found by NIST to have been highly imprecise at the 1.0 mg/cm2 (milligram per square
centimeter) level.  Paint with a loading of lead greater than this level is defined as lead-based paint under
the Federal standard.

       Lack of Dust and Soil Lead Data.  The prior surveys also lack some of the information needed to
analyze lead hazards in housing and estimate the cost of abatement. They provide no information on the
prevalence of lead in house dust and in exterior soil, yet these are two sources identified in the research
literature as important pathways of lead, including lead-based paint. Therefore, the studies cannot be used
to analyze the prevalence of lead in  dust and soil, or the association between lead-based paint and lead in
dust and soil.  The prior surveys also provide limited information on  the number and dimensions of the
surfaces containing lead-based paint within housing units.  Such information can be estimated, but such a
procedure increases the error in calculating the costs of abatement.   Cost estimates  are legislatively
required for public housing and are desirable in developing policies for private housing.

1.1.2  Lead in Surface Dust and Soil

       A large number of studies published during the past two  decades have indicated an association
between lead dust and childhood blood lead.  Three studies established the apparent importance of lead dust
as a pathway for lead-based paint. In 1980, based on data from a study in Rochester, New York, Chamey
and colleagues concluded that, although several factors accounted for childhood lead poisoning, dust lead
and hand lead (lead that clings  to fingers and hands) were strongly correlated with blood lead, and that
interior dust lead should be taken into  account  in  attempting to reduce lead hazards  in residential
environments.9

       In 1983, based on a HUD-funded study in Baltimore, Chamey and colleagues analyzed whether dust
control measures, in addition to treatment of potential lead-based paint hazards, would lower blood lead
levels.  The investigators concluded that their results  showed  "that a focused dust-control program can
reduce blood lead levels more than standard lead removal in the home."10

       Bellinger and colleagues (1986) enrolled 249 metropolitan Boston children with low-to-moderate
blood lead levels at one month of age and collected  data semiannually on blood lead levels, environmental
lead (water, air,  dust, paint, and breast milk/formula), sociodemographic factors, home environment and
care-giving  style, behavior (especially mouthing), and development.   Environmental  lead and mouthing
behavior  were  significantly  associated  with blood  lead,  but  home environment/care  giving,  child
development, and sociodemographic characteristics  were not.  Although refinishing  and month of sample
selection were  significant, dust lead was the most  important environmental variable.  The investigators
concluded that "the most promising approach for achieving community-wide reductions in children's blood
lead levels is reduction of the amount of lead in the proximate environment."11
 McKnight, Mary £.; Byrd, Eric W.; Roberts, Willard £.; and Lageigren, Eric S. (December 1989), Methods for Measuring Lead
 Concentrations in Paint films (NISTIR 89-4209), U.S. Department of Commerce, National Institute of Standards and Technology.

9
 Chamey, E.; Sayre, I.; and Coulter, M. (February 1980), 'Increased Lead Absorption in Inner City Children: Where Does the Lead Come
 From?', Pediatrics, 65(2).


  Chamey, E.; Kessler, B; Farfel, M.; and Jackson, D. (1983), 'Childhood Lead Poisoning: A Controlled Trial of the Effect of Dust-
 Control Measures on Blood Lead Levels,' New England Journal of Medicine 309(18):1089-1093.


  Bellinger, D.; Leviton, A.; Rabinowitz, M.; Needleman, H.; and Waternaux, C. (1986), 'Correlates of Low-Level Lead Exposure in
 Urban Children at 2 Years of Age,' Pediatrics 77(6):826-833.
                                                 1-4

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1.1.3  Pathways Between Paint Lead and Blood Lead

       Bornschein and colleagues (1985)12 at the University of Cincinnati studied the relationship between
children's blood lead levels and measures of the extent of lead-based paint in dwelling units.  They found
that lead in paint does not directly impact blood lead levels, but it does impact them through the pathways:

       •        Lead-based paint hazard index —> dust lead —> blood lead, and

       •        Lead-based paint hazard index —> dust lead —> hand lead —> blood lead.

       In addition, it should be noted that exterior surface scraping of dust lead derives, in part, from paint
lead.   Bornschein, et  al. reported a correlation of .30,  with a significance at p<.001, between these two
variables.  The conclusion is that, except for children with an abnormal craving to eat substances not fit for
food, or pica, dust is the major immediate source  of lead for children, and that lead-based paint  is a
primary contributor to dust lead.

       Analysis of Effects of Housing Condition. In an early paper from the Cincinnati study, Clark and
colleagues found evidence that the condition of the paint affects the level of the hazard, because defective
paint provides chips that are more  accessible for direct ingestion and  can readily contaminate dust
circulating in a house.13   Mean blood lead levels for  residents  of  housing in  poor condition were
dramatically higher (approaching 35 ug/dl for children reaching 18 months of age) than those for housing
in good repair.  This  study suggested the  importance  of  "unsoundness" as a marker for lead poisoning
hazard.

       Isotope Ratio Analysis. Two studies have conducted isotopic analyses of lead in children's blood
and environmental lead and made inferences about the sources of the blood lead.14  Yaffe and colleagues
examined 12 children with blood lead levels above 30 ug/dl.15 The lead in their blood resembled the lead in
paint from exterior walls and the soils in adjacent areas where they played. Yaffe's data suggest that the
soil lead came from the paint lead and that the soil lead was the proximate cause of the blood lead.


1.2    Reports Based on the National Survey

       Reports on the National Survey  included two HUD reports to Congress, the Comprehensive  and
Workable Plan  (CWP) for Private Housing16 and the Comprehensive and Workable Plan (CWP) for
   Bomschein, R.L; Hammond, P.D.; Dietrich, K.N.; Succop, P.A.; Krafft, ICM,; Clark, C.S.; Pearson, D,; and Que Hee, S.S. (1985),
  The Cincinnati Prospective Study of Low-Level Lead Exposure and Its Effect on Child Development Protocol and Status Report,"
  Environmental Research 38:4-18.


  Clark, C.S.; Bornschein, ILL.; Succop, P.; Que Hee, S.S.; Hammond, P. D.; and Peace B. (1985), "Condition and Type of Housing as
  an Indicator of Potential Environmental Lead Exposure and Pediatric Blood Lead Levels," Environmental Research 38:46-53.


  These analyses exploited the feet that lead obtained from different sources differs in isotopic composition.


  Yaffe, Yechiam; Flessel, Peter C.; Wesolowski, Jerome J.; Del Rosario, Aurora; Guirguis, Guirguis N.; Matias, Violeta; Degarmo,
  Thomas E.; rniem.ii, Gordon C.; Gramlich, John W.; and Kelly, William R. (July/August 1983), "Identification of Lead Sources in
  California Children Using the Stable Isotope Ratio Technique," Archives of Environmental Health 38(4):237-245.


  U.S. Department of Housing and Urban Development, Office of Policy Development and Research, (1990), Comprehensive and Workable
  Plan for the Abatement of Lead-Based Paint in Privately Owned Housing: Report to Congress.
                                                  1-5

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 Public Housing (forthcoming), and Midwest Research Institute's report, Analysis of Soil and Dust Samples
 for Lead (Pb) Final Report.  These are briefly described below.

       Comprehensive and Workable Plan for Private Housing

       The Comprehensive and Workable Plan (CWP) for private housing contained extensive statistical
 data on lead-based paint in private housing.  Among other findings,  it reported fh?f lead-based paint is
 widespread in private housing.  A large majority of the homes built before  1980 have lead-based paint.
 Homes with children under age seven are just as likely to have lead-based paint as those without small
 children. However, relatively few homes have conditions that pose priority hazards.  The CWP included
 data on the characteristics of the housing unit and the household occupying it.  As found in prior studies,
 lead-based paint is found more often in prewar housing units than  in those built since 1940.  Unlike
 previous findings, though, no correlation was found between the prevalence of lead-based paint and the
 income of the household.

       In agreement with prior research, the survey found an association between lead-based paint and the
 presence of high levels  of lead in dust and soil.  The chance of a home having high dust lead levels is about
 twice as large if the home has high levels of interior lead-based paint than if it does not.   The CWP
 supports the pathway models that cite soil outside the building to be another direct source of childhood lead
 exposure and an indirect source of lead dust in the home.  The chance of this occurring is at least four to
 five times greater if the house has exterior lead-based paint than if it does not.

       The statistical findings of the National Survey are included in Appendix n of the present report.

       In addition to statistical findings, the CWP presented the results of a literature search on the history
 of lead-based paint use, effects of lead exposure, and prior studies of lead-based paint in housing, including
 prevalence of childhood lead exposure, prevalence of lead-based paint in housing,  and sources  and
 pathways of lead.  The CWP also analyzed the cost and other issues related to testing and abating lead-
 based paint,  such as testing technology, industry  capacity, and methods of abatement.  As part of a
 program review, the CWP considered representative city and state programs, private abatement activity,
 and current HUD regulations.

       The recommendations contained in the comprehensive plan proposed  as a result of the CWP's
 findings included: updating the HUD lead-based paint regulations; the provision  of public information by
 various means;  further research on testing, abatement, and health  effects of paint lead; and soil  lead
 abatement.   Other recommendations  covered: developing local programs with a training  component;
 providing information and exchange; and monitoring, evaluating, and reporting.  The CWP also reviewed
 current HUD and Health and Human Services (HHS) programs which could provide financial resources for
 private housing lead-abatement programs.

       The CWP for Public Housing is being developed and will be available at a later date.

       Analysis of Soil and Dust Samples for Lead

       The Environmental  Protection Agency (EPA),  through  an Ihteragency Agreement with the
Department of Housing and Urban Development (HUD), was given the task of providing analytical support
to HUD for the National Survey of Lead-Based Paint in Housing.
17Spurlin, Dr. S. et al., Midwest Research Institute Report: Anafysi* tfSM and Dust Svnpte for I*ad (Pb). May 1991.
                                               1-6

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      Midwest Research Institute (MRI), as the prime contractor to EPA's Office of Toxic Substances
(EPA/OTS), Field Studies Branch, was given the task of providing appropriate analytical protocols and
carrying out the analysis of the dust and soil samples collected by Westat as part of the National Survey.
The Midwest Research Institute also was charged with monitoring the quality of the  results from the
subcontractor laboratories used to conduct the analyses. A subsequent task was added to the initial work
assignment — to evaluate several systems and select a sample collection  system that could be  used to
sample lead in household dust.  The evaluation and results of this procedure were incorporated into the field
protocol in the national survey.

      The Midwest Research Institute's report, Analysis of Soil  and Dust Samples for Lead (Pb),
discusses the pretest survey, the dust and soil sampling procedures, the selection of laboratories, the sample
         system, and the sample analysis.  It describes the quality assurance program, including quality
control results and their assessment  Quality control charts from the analytical laboratories are included, as
is a discussion of the quality control results for the National Survey.
                                               1-7

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                2. THE RESEARCH DESIGN FOR THE NATIONAL SURVEY


2.1     Objectives and Data Requirements

      The objectives of the National Survey were based on Section 302 of the Lead-Based Paint Poison
Prevention Act of 1971, as amended. The research requirements set forth in that Act were to provide:

      •     An estimate of the amount, characteristics, and regional distribution of housing in the United
            States t^at contains lead-based paint hazards at differing levels of contamination.

      •     A comprehensive and workable plan for the cost-effective inspection and abatement of public
            housing..., including an estimate of the total cost of abatement.

      •     A comprehensive and workable plan, including  any recommendations for changes  in
            legislation, for the prompt and cost-effective inspection and abatement of privately-owned
            single family and multi-family housing, including housing assisted under Section 8 of the
            U.S. Housing Act of 1937.

      To attain these objectives, the National Survey of Lead-Based Paint in Housing was designed  to
obtain data for estimating:

      •     The number of dwelling units in the United States with interior and exterior lead-based paint,
            by year built, type of housing, level of lead loading, and census region.

      •     The number of multi-family (private and public) residences with lead-based paint in common
            areas, by year built, level of lead loading, and census region.

      •     The extent of surface area of lead-based paint in order to estimate national abatement costs in
            public and privately owned housing.

      •     The prevalence of paint in unsound condition.

      •     The prevalence of lead in dust in dwelling units and in soil around the perimeter of residential
            structures.

      •     The characteristics of housing with varying levels of lead hazard and  examine possible
            priorities for abatement.

      The information was needed to support a number of research questions. These included the analyses
of: the relationship among sources and pathways of lead in the residential environment;  the characteristics
of housing with varying hazard levels; and the costs, effectiveness and benefits of alternative strategies of
reducing lead-based paint hazards.  Information also was needed to identify the dimensions of each of these
issues.


2.2    Research Design

      This section presents a brief overview of the research design for the National Survey.  The final
research design was the culmination of a systematic process involving several rounds of planning testing,
and revision, with participation from a number of agencies, experts, and contractors.
                                              2-1

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       As part of this design process, HUD and EPA developed a Memo of Understanding to enable HUD
 to draw upon EPA's experience and perspective in environmental health hazards. HUD and EPA brought
 together the Interagency Task Force on the National Survey to  enable this  sharing.   The Task Force
 participants  included scientists, statisticians, lawyers, and other professionals actively involved in lead
 issues. Agencies and organisations represented in the Task Force included HUD, EPA, Centers for Disease
 Control, Department of Health and Human Services, Agency for Toxic Substances and Disease Control,
 National Institute of Environmental Health Sciences, National Institute of Occupational Safety and Health,
 Consumer Product Safety Commission, National Institute of Standards  and Technology, and Occupational
 Safety and Health Administration.

       After a Task Force  review, HUD was asked to respond to questions and concerns raised dealing
 with technical, statistical, policy, and funding matters.  In each case, HUD and the survey team investigated
 and developed a response to each comment or question.  As a result, in many cases, accommodations and
 changes were made that improved the research design.

       The final design components as they were ultimately implemented are summarized in Sections 2.2.2
 through 2.2.5.

 2.2.1   Overview of the Research Design

       The sample design was  multi-tiered.  It was structured to support the  development of national
 estimates based on inspections of 400 households.  The use of cluster sampling techniques in combination
 with efficient in-home procedures minimized the per-household costs and allowed for the inspection of a
 sufficient number of households to form reliable national estimates.  The data collection protocols and
 survey methodology combined field interview  activities,  dwelling  unit inspection,  physical sample
 collection, and in-field materials testing.

       The major components of the research design were:

       •      Sample design and selection.

             Data collection protocols.

       •      Survey methodology and operations.

       •      Methods to measure lead loadings and concentrations in paint, dust, and soil samples.

       •      Quality assurance plan.

       As previously noted, the objectives of the Survey were to obtain data to produce statistically reliable
national estimates of a number of dimensions of lead-paint hazards.  Thus, the research design had to
accommodate methods for collecting  data from a statistically valid national sample that would support
analytical findings on the following: the number of private and public dwelling units with lead-based paint;
totals of surface area of lead-based paint; prevalence of lead in dust and soil in or around dwelling units;
paint  condition; levels of lead  hazard;  characteristics  of the household  residents and  structural
characteristics of dwelling units with lead-based paint; and costs of abating the lead in these units.

       The  survey sample design began with the stratification of housing units into privately owned and
publicly owned units. The design for private housing used a stratified random sample of 300 dwelling units
developed through multistage area probability sampling  The design  for public housing combined area
probability sampling with sampling from lists of public housing projects to produce a sample of 100 public
housing units. These sample sizes were affordable and provided the statistical precision needed for the
                                               2-2

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national estimates required by Congress.  The sampling plan stipulated the eligibility criteria for housing to
be included in the survey sample, such as cut-off for age of construction (pre-1980) and type and usage of
dwelling unit. For a complete list of criteria, refer to Section 3.3.

       The methods designed to construct the sample frames and draw the sample involved a variety of
methodologies at different stages of selection, including generation of initial sampling data from 1980
Census Bureau information,  field listing and screening of housing units,  telephone screening of sampled
private units  and public projects, and dividing the final sample into categories, or strata comprising private
single and multi-family units  and public units. Each methodology was stratified into one of three dwelling-
age categories.  The incorporation of age strata, or the  categorization of housing stock by decades(s) of
construction  (see Section 3.4) into the design was based on differences in historical patterns in the use of
lead-based paint. Age strata also were needed to analyze the associations between age of structure, paint
condition, and the condition of the substrate, which is the construction material underlying the paint. Also
analyzed were the lead loadings in dust, and lead concentration in soil. Refer to Section 5.7 for details on
dust loadings and soil lead concentration.

       The sample frame was constructed by selecting a sample of 30 counties designated as the Primary
Sampling Unit that was used for both the private and public housing samples. For the private housing
sample, five  census blocks were selected in each county.  A census block is a block or group of adjacent
blocks in an  urban area, or a Census enumeration district or group of adjacent enumeration districts in a
rural area. Using detailed maps and listing forms, field interviewers traveled to the census blocks and
developed lists of all housing units  within each census block.  A sample  of the listed dwelling units was
selected for further in-person screening interviews to determine the units' eligibility for the survey (in terms
of their type and age) and to collect residents' names and phone numbers.

       Telephone interviewers  subsequently contacted  residents  of sampled eligible  private  units to
administer a  questionnaire about the household members, the dwelling unit and the structure. Interviewers
also elicited inventories of rooms and scheduled on-site visits by field data collection teams.

       For public housing units, however, the sample frame was constructed from HUD's national list of
public housing units.  Telephone contact was made with public housing administrators to update the lists,
sample dwelling units, and collect structural data about the units.

       The data  collected in the field consisted of observational recording  and structural measurements of
randomly selected rooms and architectural components of the unit. Further observations and measurements
covered the exterior of the structure, and common areas in multi-family structures. The design called for
the collection of environmental samples related to these areas, and a data collection system mat would
permit the tracking and tying together of all data collected for each unit. The environmental samples were
designed to measure the lead loading of sampled painted surfaces inside and outside the unit.  Samples also
were needed  to measure the lead loading of interior dust and concentration of exterior soil at locations in
and around the unit. Hence,  the design spelled out the number and type of architectural components and
locations around the unit that should be selected for measurement, observation, and sample collection.

       The design also established  the data collection methodologies for obtaining the data:  telephone
interviews and in-person interviews for household information and some structural data; observation and/or
measurement for the rest of the structural and architectural data; in-situ, non-destructive readings of lead
loadings on sampled paint surfaces using X-ray fluorescence devices; collecting dust samples using surface
vacuuming/canister filter techniques; and taking soil core samples from selected ground areas outside the
unit.

       The survey  design  created  the specifications for other necessary elements  such  as  personnel
qualifications and training protocols, protocols for collecting the environmental samples, and the chain-of-
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custody protocols for ihe samples and associated data.   The design addressed other areas  of quality
assurance, such as field operations and laboratory analysis.

      This research design reflects an explicit boundary of the survey.  All audiences of the National
Survey results should be aware it was never the survey's objective that the testing of sampled paint surfaces
within homes be sufficient to prove or disprove whether a lead hazard existed in a specific home, or had the
potential for hazard.  The data  collection  was designed to provide the  supporting basis for national
estimates, not to determine definitively whether a particular house had lead-based paint present.

      The statistical sample was specifically designed to permit the development of valid national
prevalence estimates, even with limited data on any particular dwelling Given ihe ratio of sampled surfaces
to the total number of painted surfaces in a home, it is readily conceivable that lead-based paint could be
present in a given home but not detected as part of a statistically based sampling procedure. Conversely,
the testing protocol could have produced a very high lead reading where there was, in feet,  no current
hazard.  That is, lead-based paint was present, but was totally enclosed.

      To create extensive lead tests designed to say with certainty whether a lead hazard existed in each
unit was beyond the scope of the survey and would have substantially increased cost and effort levels. Past
experience has shown that the more burden placed on a survey's respondents, the more refusals that can
result. There is generally a direct relationship between the length and intrusiveness  of a data collection
effort and the rate at which sample respondents decline to participate either beforehand or as a breakoff
during the actual collection.  Consequently, the increased time and effort spent in each unit can actually
reduce the quality of the overall survey data, rather increase quality as might be expected from increased
effort.

      In the remainder of this report, each of the key components and individual elements of this design is
presented in its appropriate section.

2.2.2   Sample Design and Selection

      The sample design was the result of compromise between funding availability and the research
objectives. The target of 400 dwelling units  was affordable and provided the statistical accuracy needed to
develop national estimates upon which government policy could be based.  The sample selection followed a
multi-stage design with the following stages:

      Private Housing. A six-stage design was developed for private housing that consisted of four steps
to select the housing units and two stages for selecting environmental sampling locations inside and outside
the units:

      •      Selecting 30 counties, stratified by Census Region and climate zone.

      •      Selecting five census blocks per  sampled county as  the source for a screening sample of
             dwelling units.

      •      Selecting a sample of listed dwelling units in each block for in-person screening.

      •      Selecting a stratified random sample  of approximately ten dwelling units from the screened
             dwelling units of each sampled county (an average of two units per census block).

      •      Selecting interior rooms and exterior walls from which to collect data and samples.
                                               2-4

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       •      Selecting the specific locations and types of construction materials in rooms, on walls, and
             outside the unit for sample collection.

       This design produced a  sample of 300 privately owned units.  The 300  units were apportioned
among six strata, described in full in  Section 3.3.  These  strata were based on grouping by three
construction age categories and  single/muto-family dwelling-types. Following selection of a dwelling unit,
two additional sampling stages  covered within-unit (unit level) sampling for collecting observational and
measurement data, and environmental samples, for selected architectural components/locations  of the unit
and surrounding area. These stages of sampling are described below in Sections 3.7 and 3.8. The interior
and exterior architectural components such as doors, molding,  cabinets, radiators, etc. were grouped into
strata according to postulated similarity of function and similarity of painting history.

       Public Housing.   The  public housing sample  was drawn from  these same 30 counties,  but
subsequent selection procedures varied somewhat.  Lists of eligible (i.e., family units built prior to 19SO)
public housing projects were developed. The list frame provided a source for a stratified random sample of
100 public housing units in the sampled counties.  The 100 units were apportioned among three public
dwelling-unit age strata, described in full in Section 3.4.   There was no attempt to limit PHA housing
projects to the census blocks selected for the private housing sample.  However, the within-unit sampling
procedures were the same.

2.23  Data Collection Protocols

       The survey design included a within-dwelling unit  sampling  plan so that when findings from all
dwelling units were amassed in  a single database, the resulting estimates of the percentage of homes with
lead-based paint at different levels would be reliable. After the dwelling units were selected in the sample,
a telephone interview was conducted to collect basic household data  and to develop a full inventory of
household rooms. For private housing, the interview was done with  the resident. For public housing, the
architectural information was collected from the PHA administrative  contact.  The household data was
collected at a later time, during the on-site housing unit inspection.

       A set of customized field data collection forms were then pre-printed for each household, reflecting
the random selection, from the completed inventory, of one wet room  and one dry room for the unit. A wet
room has plumbing while a dry room does not.  The forms also  contained a scheme for the inspection team
to choose particular architectural components from among all the  possible components in the selected
rooms, exterior wall, and common areas. This scheme was based on the previous assignment of a random
priority to each possible component for each sampling location in each dwelling unit.  The dwelling-unit
inspection protocol called for the field team to verify the information on the form and do an inventory of
architectural features by component and substrate material. The in-home inspection team only  had to
identify which surfaces were present and painted, and the form would  tell them which of these to test

       The dwelling unit inspection protocol also called for the inspection team to take measurements of the
architectural components, to be used for deriving the national estimates of total surface area of lead-based
paint.  To develop the criteria for priority lead hazards, the team also recorded observational data on the
condition of the paint and the substrate material.

       The design established similar protocols for the exterior of all sampled units and for adjacent
hallways and common rooms of multi-family dwellings.

       The same within-unit sampling plan was employed for both private and public housing.
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      Finally, the data collection protocols laid out systematic specifications for the number, locations, and
sample collection/field measurement of environmental samples of paint dust and soil associated with each
dwelling unit.

2.2.4   Paint, Dust and Soil Samples

      The research  design specified the collection of three types of environmental samples for each
dwelling unit: paint measurements, interior dust samples, and exterior soil samples. The locations where
various types of samples would be collected included:

      •     One wet room and  one  dry room,  both randomly selected (paint measurements and dust
            samples).

      •     One other nonrandom, standard location within the units (dust sample).

      •     Any location within the unit for a purposive (see below for definition) paint test; one exterior
            wall of the building (paint measurements).

      •     The adjacent common hallway and main entry way for multi-family dwellings  (paint
            measurements and dust samples).

      •     A randomly selected common room for multi-family dwellings (paint and dust samples).

      •     Soil around the building.

      •     Playground equipment (paint measurements) and playground soil.

      The final location satisfies the survey's  focus on the effects of lead on children.  For more detail on
identifying and choosing the environmental samples, refer to Section 3.7.

      Paint Samples. The design called for collecting the data on paint-lead loadings using an in-situ, non-
destructive protocol.  It specifically eliminated the alternative, which entailed collecting paint scrapings
from several locations in the unit and submitting them for laboratory analysis  using Atomic Absorption
Spectroscopy.  The chosen protocol was to take readings of paint surfaces using MAP/XRF technology.

      MAP/XRPs were selected for the paint-lead data collection, since they were deemed capable of
taking readings of lead loadings on the premises, in a nondestructive manner, and with sufficient precision
and reliability for the analytical objectives of the survey. The selection of the MAP/XRF was based on
MIST studies that indicated that the 'spectrum reading" MAP/XRF results were more accurate and precise
than the previously-used "direct" reading MAP/XRF  technology.   Extensive pre-field, in-field, and post-
field experiments were enacted to collect additional MAP/XRF readings to help in the evaluation of the
MAP/XRF readings.

      The protocol for measuring paint-lead loading with the MAP/XRF specified a single reading of 60-
second  duration using a 40 millicurie cobalt source.  For  each component to be tested, the protocol
provided for the technician to use individual discretion in choosing a convenient and safe spot  that was
accessible, there was no person on the other side of the wall, and where there was no electrical wiring or
pipes with leaded joints in the wall).

      The protocol for  selecting the locations to be tested used a combination of random,  standard and
purposive  selection of locations and of architectural components within locations.  For purposes of this
report purposive selection involves the intentional selection of area most likely to have lead paint.  The
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protocol called for the field team to identify painted surfaces and their substrate material, in order to place
them in the architectural component strata determined by the sample design.

      Identification and Measurement of Painted Areas.  The paint sampling protocol also required the
field team to identify, classify and measure the area of major painted components, such as walls and
ceilings.  The identification/classification protocols established standard rules for dealing with classifying
and recording measurements for single components with more than one substrate (e.g., both wood and
plastic baseboards).  For sampled components with multiple discrete occurrences (e.g., 3 windows), the
protocols called for the field team to classify and measure all of them, then choose which one to test at their
discretion, all other factors being the same.  In order to limit the amount of time spent in the dwelling unit,
the protocol settled on a procedure to measure only the length of certain types of components  (such as
baseboards) and count other types (such as doors and windows), then apply standard parameters for widths
or areas during the analysis stage.

      Dust Samples. The dust collection protocol established fixed locations  in the unit as a whole, in
individual sampled rooms, and in multi-family housing common areas for the collection of dust  samples.
All dust samples  were  collected using  portable vacuums.   For floors, the collection technique was
vacuuming of dust from  a four-square-foot floor area, using a template to define the vacuumed area. For
window sills/stools or window wells18, the protocol defined a sample as the accumulation resulting from
continuous vacuuming until "enough" dust was collected (or until all window sills/stool or all window wells
in a sampled room had been vacuumed).  A cumulative area measurement of all vacuumed areas was then
recorded for the sample.

      Soil Samples.  The soil collection protocol established three standard locations around the building
exterior, and three more from any common play areas.

      The collection technique involved using a corer to take samples from the  soil.  The protocol defined
a sample as a blended composite of three cores taken at twenty-inch intervals from each sample  location.
The protocol also addressed the depth of the core and the amount of each core to  use for the sample.

      The soil collection protocol also  set up rules  for types of areas to avoid (such as depressions
collecting runoff from other areas) and  how to handle typical urban situations where there may be a
scarcity of locations suitable for soil sampling.

      The decisions  for the locations for dust and soil samples were designed to  correspond  with the
pathway models being tested.

      For all three types of environmental samples, the protocols prescribed the standardized techniques
for using the sampling equipment during the actual collection (for both accuracy and purity of sample), as
well as proper handling between samples and between visits.  They delineated the guidelines for handling
and cleaning the collection devices during and between each sampling  activity.  For  these  samples,
protocols also put in place measures to prevent cross-contamination from outside the sampled unit, from
the field technicians, or from one sample to the  next. The protocols addressed the  handling, storage,
protection, and shipment  of the collected samples. Copies of the dust and soil sampling protocols are found
in Appendix A of this document. The protocols are documented in the Field Manual.
18 The window sill is the building component forming the bottom of a window opening.  The window stool is the flat, horizontal molding
 fitted over the sill, on the window ulterior, between jambs. The window well is the horizontal area of the sill that comes in contact with the
 bottom rail of the operating sash when closed.



                                               2-7

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                           3.  SAMPLE DESIGN AND SELECTION


      This section presents a detailed description of the sample design of the National Survey.  The
survey design was based on a multi-stage, stratified random sample.  Private and public housing were
sampled, using somewhat different methodologies. This section covers both.


3.1    Target Population

      Private Housing Population

      Except for  the categories listed below, the study population consisted of all housing in the
United States constructed before 1980.  Newer houses were presumed to be lead-free because, in 1978,
the Consumer Product Safety Commission banned the sale of lead-based paint to consumers and the use
of such paint in residences.

      Certain other categories of housing were also excluded from the study:

      •     Housing used  exclusively by the elderly or handicapped, e.g., housing  in which the
            minimum age of residents is 50 and no children are allowed to reside.19

      •     Housing for the elderly insured under Section 231 of the National Housing Act.

      •     Group quarters such as nursing homes or dormitories.

      •     Vacation homes.

      •     Homes in Alaska and Hawaii.

      •     Military housing.

      •     Unoccupied housing.

      Thus, along with  housing constructed after 1979, these categories  were all defined as out-of-
scope and thereby ineligible for the survey.  All  other private housing formed the population eligible
for the survey.  Approximately 77 million units were in the target population.

      Public Housing Population

      The survey was limited to public housing owned  and assisted  by public housing authorities.
There are other forms of housing subsidies, notably Section 8, which were not  considered  eligible.
Only public housing projects were  included. Single-family dwellings,  such as  scattered-site public
housing,  were excluded.  The sample frame included only housing eligible for assistance under the
Comprehensive Improvement Assistance Program (CIAP).
19
  Housing for the elderly is exempt from the provisions of Section 302 of the Lead-Based Faint Poisoning Prevention Act.
                                             3-1

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      Additional exclusion criteria are as follows:

      •     Projects that were no longer active in the public housing program.

      •     Projects that completed construction hi 1980 or later.

      •     Projects or units designated as elderly housing.

      •     Projects where the proportion of elderly units is 90% or more.

      All of these categories were defined as out-of-scope and therefore, ineligible for the survey. All
other public housing formed the population eligible for the survey.

      The following criteria were used to define elderly housing for the purpose of the sample frame:

      •     Units hi a project or building formally designated for elderly use under HUD procedures
            for the public housing program.  (The designation may have occurred at the inception  of
            the project or at a later date.)

      •     Units for which elderly have preference in tenant selection as approved by HUD.

      •     Units with less than one bedroom.


3.2    Sample Design :  Selection of Counties

      A  sample of 30 counties  was selected from the approximately 3,000 counties  hi the United
States.  The counties  were stratified by climate and  census region and selected with probability
proportional to size. The size measure was the 1980 population.

      In order to optimize the  Congressionally required estimates, a design stratified on dwelling unit
age and type was constructed. Privately owned dwelling units were grouped into:

      •     Two types of housing:

                  Privately owned single-family houses, defined as  having one to four dwelling units.

                  Privately owned multi-family houses,  defined as  having five or  more dwelling
                  units.

      •     Three age categories designated by construction date:

                  Built between 1960 and 1979.

                  Built between 1940 and 1959.

                  Built before 1940.
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      Table 3-1 displays the national distribution of occupied privately owned housing by construction
year and housing type.  The private  dwelling units were allocated across the  strata  using statistical
optimality criteria.  The basic sample design is laid out in Table 3-2.20

      •     Public housing was grouped into three age categories of construction date:

                   Built between 1960 and 1979.

                   Bunt between 1950 and 1959.

                   Built before 1950.

      A sampling frame is the source from which sample units are selected.  Two data sources were
used to compile the county-level information for the initial sampling frame:

      •     For private housing -  Bureau  of the  Census tape  "1980 STF3C  - National Data",
            containing information for  each  county or county-equivalent hi the  contiguous United
            States.

      •     For public housing - A HUD file, where each record described a public housing project.

      The number of private single family  and multi-family  dwelling units in each  county was
obtained from the Census tape.  Furthermore, the distribution of private dwelling units by year-interval
of construction (pre-1940, 1940-1959, and  1960-1979) was estimated for each county.  These intervals
defined the age-strata  for private housing; they permitted roughly equal distributions of the housing
population, given mat the source data  were not broken  down  below the decade  level, and  the
desirability of separating pre- and post-World War n housing  stock.  Under the assumption of
independence of housing type and age, their joint distribution was estimated for each county and for all
counties  combined. The desired sample  size of 300 private  dwelling units was  distributed among the
six strata (two housing types multiplied by three age intervals) proportional to the national experience,
with a slight oversampling of multi-family units.

      Public housing  information on the HUD  file was summarized in the following manner.  The
number of non-elderly dwelling units by year-interval  of construction  completion (pre-1950,  1950-
1959, and 1960-1979)  was tabulated for each county and for all counties.  These intervals are the three
strata for public housing.  Note that the two older age strata for public housing used 1950 as  the
dividing boundary, while the same strata for private housing used 1940.  This was done because almost
no public housing was constructed prior to 1940.  For the cumulative  data, the approximately four
percent of the dwelling units with missing date of construction were distributed proportionally over the
three intervals.  The sample size of 100 public housing units (plus  10 more for  attrition) was then
distributed  over the three intervals proportional to  the national experience.  Using  these data,  the
sampling rate was constructed for the three public housing domains.
 It was estimated that this design would result in estimates of percentages having confidence intervals no wider than ±. 7 percent for private
 single-family housing and no wider than +. 12 percent for private multi-family housing.
                                              3-3

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                            TABLE 3-1
                   NATIONAL DISTRIBUTION OF
                DWELLING UNITS BUILT BEFORE 1980
Number of Pre-1980 Dwelling Units (000)
Type
Privately Owned- Occupied
Single Family
Muttifamfly
Sub-Total

All Public, Family Units
Total
Construction Year
1960-1979
29,137
6,548
35,685
1960-1979
182
35,867
1940-1959
18,782
1,690
20,472
1950-1959
278
20,750
pre-1940
18,499
2,521
21,020
pre-1950
346
21^66
Total
66,418
10,759
77,177
Total
807
77,984
Source: 1987 American Housing Survey.
                            TABLE 3-2
                   SAMPLE DESIGN PLANNED FOR
        NATIONAL SURVEY OF LEAD-BASED PAINT IN HOUSING
Surrey Design
Type
Privately Owned- Occupied
Single Family
MuWfflmily
Sub-Total

AH Public, Family Units
Total
Construction Year
1960-1979
104
34
138
1960-1979
49
187
1940-1959
63
21
84
1950-1959
21
105
pre-1940
59
19
78
pre-1950
30
108
Total
226
74
300
Total
100
400
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       A dichotomous climate severity variable was created for each state based on the classification
system of the American Housing Survey (Hadden and Leger, 1988)21 anticipating that maintenance of a
structure including painting would differ by climate severity.  Those states with a mild climate rating
by Census geographic region are:

       Northeast:
             New Jersey, Pennsylvania, Rhode Island

       North Central:
             Illinois, Indiana, Kansas, Missouri, Nebraska, Ohio

       South:
             Alabama, Florida, Georgia, Louisiana, Mississippi, Oklahoma, South Carolina, Texas

       West:
             Arizona, California, Nevada, New Mexico, Oregon

       The remaining states had a severe climate rating.

       When the two county-level files (one containing information on private housing and the other on
public housing) were  merged, an indicator of public housing  availability was created to differentiate
those counties with a Public Housing Authority from those without one. A composite size measure
mat reflected numbers of units in each of the nine strata of interest  (three dwelling ages multiplied by
three dwelling types) was also constructed at this point. The resulting file was then sorted by several
characteristics:   public housing indicator, Census  region, climate rating, State, and  size  measure.
Thirty counties were  then  selected via a probability minimum replacement (PMR) selection scheme
(Chromy 1979, Williams and Chromy 1980).22


3.3    Multi-stage Sample:  Differences Between Private and Public Sampling Procedures

       To carry out the sample design, a multi-stage area  probability sample was drawn according to
the stages outlined below.  The first four stages pertain to the selection of dwelling units and the last
two pertain to selecting locations and architectural components within each unit. Certain aspects of the
initial frame development and operational sampling procedures were  different for the private and public
strata  of the sample.   Where differences occurred, the  comparable stages  for private and public
sampling  are presented in  parallel columns.  Figure  3-1 is  a summary display of the multi-stage
outline. The details of each stage follow.
21Hadden, L. and M. Leger (1988).  Codebook for die Annual Housing Survey Database.  Project Report by Abt Associates under HUD
 Contract No. HC-5740.


22Chromy, JJH. (1979).  "Sequential Sample Selection Methods," Proceedings of the American Statistical Association. Williams, R. and J.
 R. Chromy (1980).  "SAS Sample Selection Macros," Presented at 1980 SAS Users Group Annual Conference, San Antonio.
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              FIGURE 3-1 MULTISTAGE SAMPLE DESIGN
                                   Select Counties
                  Private
Public
Select Census Blocks
      Extract and Update
       Frame of Projects
 List Housing Units
       Select Projects for
            Sample
     Select and
Screen Housing Units
      Select Housing Units
  Select Units and
 Conduct Telephone
  Interviews with
     Occupants
      Telephone Interview
      with Project Managers
                                Inspect Housing Unit for
                                LBP, Select Rooms and
                                      Components
                                        3-6

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      Stage_1. A stratified sample of 30 counties was selected with probability proportional to
      size as described in Section 3.2.
PRIVATE HOUSING SAMPLE

•       Stage 2.  Within each sampled comity,
        five census blocks were selected. Lists
        were developed of every housing unit
        within each census block.
PUBLIC HOUSING SAMPLE

•      Stages 2/3. Within each
       sampled county, lists of Public
       Housing Authority (PHA)
       housing projects, and numbers
       and types of units in projects,
       were developed from lists
       supplied by HUD.
        Stage 3. A sample of the listed dwelling
        units was selected for in-person
        screening visits to determine the type
        and age of the units, to establish
        eligibility for the Survey. An average
        of 20 units were screened per census block.

        Stage 4. From the approximately 11
        eligible units in each sample census block,
        two (plus backups) were randomly selected
        inclusion, resulting in a total target sample
        of 300 households.
        Telephone interviews were conducted
        with residents of the sampled units
        to collect preliminary information
        needed to plans and carry out the
        within-unit subsampling in stage 5
       Stage 4.  From the final
       corrected list frame, a stratified
       random sample of 110 projects
       was drawn, and one unit was
       drawn within each project. 110
       units were chosen to yield the
       desired sample size of 100,
       after expected attrition for out-
       of-scope, refusals, etc.

       Telephone interviews were
       conducted with project
       administrators of the sampled
       units to collect preliminary
       information for subsampling
       within units.
            Stage 5.  Two rooms were selected at random for testing in each sampled dwelling
            unit.  One was a random selection from among the dry rooms and the other from
            among the wet rooms.

            One exterior wall  of the dwelling  unit was similarly selected, inventoried for
            architectural components,  and assessed;  several  components from within  these
            groups were selected at random for paint testing.

            Stage 6.  All components (architectural features) in the wet and dry rooms and on
            the exterior wall were inventoried, grouped into one of four component categories,
            and assessed for paint history. A random sample of one or two surfaces from each
            of the four groups was selected for paint lead testing.
                                       3-7

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      Dust sampling was done in three rooms/locations within the unit, and in two common-entry
locations where applicable. Soil sampling was done in three locations outside the building.  Paint and
dust sampling were done using the same sampling rules in one randomly selected common area of
multifamily dwellings.   Purposive paint and soil samples were taken from any common playground
area.

      This  multi-stage  design  was  chosen  over   other  approaches  because  it efficiently  and
economically satisfied major operational requirements of the study.  The objectives  and design of the
study required in-person visits to the sampled dwelling units.  The clustering of homes allowed those
visits to be conducted much more economically.  Also, a survey sample requires a sampling frame,
i.e., a list of all dwelling units eligible for the survey.  For private housing,  no such  list exists
nationally, or even hi many localities.  In light of time and cost constraints, the  required number of
lists was  minimized  by using the multi-stage  area probability sample for the private housing.  A
geographic grouping of the sampled homes was deemed to be operationally efficient and statistically
acceptable.  Also, tying the development of the public housing list frame to the same counties as used
for the private housing  extended the efficiency of the clustering of the whole survey operation.  The
following sections provide the details and rationale for the design.

      It should be noted that the cost of efficiencies of clustering come with a price. Because homes
hi the same neighborhood tend to be more alike than homes hi different neighborhoods, the precision
of estimates calculated from a clustered sample is less than the precision from a single random sample.
As a rule, clustering is used when the expected cost savings outweighs the expected  precision loss. It
was anticipated that this clustered design of 400 homes would  result in sampling errors of two to six
percentage points for estimates of percentages.


3.4    Within - County Private Housing Sample Selection

      Census Block Sampling

      With each of the 30 sampled counties, five census blocks were selected using systematic random
selection.  To ensure that the full spectrum of income levels would be represented hi the sample, a
measure of wealth was  computed for each census block. The measure of wealth  was created from a
weighted  average of the value of owner-occupied housing and the rent of renter-occupied housing.  The
blocks were sorted by this wealth measure and every nth block was selected, where n was chosen to be
one-fifth of the number of blocks hi the county. Thus, one census block was selected from the poorest
fifth of the census blocks hi the county, one census block was selected from the second poorest fifth,
and so on, up to the richest fifth.

      Developing the Private Sample Frame

      Field interviewers were sent to each of the 150 census  blocks hi the 30 counties to list every
dwelling unit hi the  census block. This process  created a frame for the sampling of dwelling units.
The interviewers listed 27,833 dwelling units, an average of 186 per census block ranging from 0 to
2,467 housing units.

      Selecting the Screening Sample

      Samples of dwelling units  were selected from the  lists using systematic  random sampling
procedures.  Every /rth  dwelling unit in the list was selected where n was chosen to result hi a fixed
sample size for the census block.  At this stage,  approximately 3,000 units, or ten times the desired
                                             3-8

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final sample size of 300  was selected, to allow for  attrition due to out-of-scope units, refusals to
participate, and other losses.

      Screening of Dwelling Units Sampled from Segment Lists

      The sampled dwelling units were visited by a field interviewer, who conducted a brief screening
interview with an adult occupant.  The objective of the screening interview was to determine if the
dwelling unit was  eligible for the survey and, if so, to which of the six age/type strata it belonged.
Screening was  attempted on 2,978  dwelling  units,  an average of 20 per census block.   Fifty-four
percent of these dwelling units were determined to be eligible for the survey.

      Sampling of Eligible Units

      A sample of dwelling units was randomly selected from the eligible homes  according to the
survey design in a manner that maintained the sample design  structure (in terms of housing type and
construction date) and ensured that all eligible census blocks were represented in the sample. To allow
for attrition (refusals, unable to contact, etc.), the initial sample size was  inflated by about 50 percent,
to 447 units. For 403  of these units, a reserve or backup unit was selected from the same county and
design stratum. The backup was telephoned only if the primary unit failed to yield an appointment for
an inspection visit, or canceled after making the appointment.

      Telephone Interviews with Sampled Screened Units

      Household interviews were conducted by telephone with the sampled homes (and backups when
necessary) to collect detailed information about the dwelling unit and the rooms in the dwelling unit to
be used for within-unit sampling.  Additional data concerning the occupants (i.e., occupation, hobbies,
age, income) were collected.  Appointments were made to visit the  dwelling unit.  Ultimately, 607
units were contacted by telephone.  Appointments were made with 55 percent of the dwelling units for
a total of 332 appointments.

      Private Housing Unit Sample Substitution Plan

      In-field substitution of dwelling units was  not allowed in the private housing design.  In cases
where a respondent was unable or refused to keep an appointment, the field interviewer reported this
immediately to the field manager   The backup sample for the dwelling unit in question was  then
contacted by the telephone staff to conduct the Household Interview and schedule an appointment for
the inspection team while they were still hi the county.

      Final Sample Size

      Inspection visits were completed  in  284 private dwelling  units,  86  percent  of the  332
appointments. Table 3-3 displays the distribution of the completed inspections across  the six design
strata.  Figure 3-2 displays the development  of  the private housing  sample and includes a yield by
sample stages.  Table 3-4 displays the development of the sample from  screening through completed
inspection as a percent of units at the prior stage.
                                              3-9

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                 TABLE 3-3
   DISTRIBUTION OF COMPLETED INSPECTIONS
BY CONSTRUCTION YEAR AND DWELLING UNIT TYPE
Completed Inspection Visits
Type
Privately Owned- Occupied
Single Famfly
Mnltifamfly
Sub-Total

AD Public, Famfly Units
Total
Construction Year
1960-1979
94
26
120
1960-1979
30
150
1940-1959
72
15
87
1950-1959
24
111
pre-1940
61
16
77
pre-1950
43
120
Total
227
57
284
Total
97
381
              3-10

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                                                    FIGURE 3-2
                            DEVELOPMENT OF THE PRIVATE HOUSING SAMPLE:
                                           YIELD BY SAMPLE STAGES
       Sample 30 Counties
  Sample 150 Census
         Blocks per County
  List AU Dweffing Units (DUs)
      in Sampled Census Blocks:
         27,833 DUs Listed
  186 DUs/Census Block, average
    Select Sample for Screening
          2,978 DUs Screened
20 DUs/Census Block, average
      Completed and Passed
          1,622 DUs
           54% of Screeners
  Select Sample for
       Telephone Interviews:
  447 DUs in Primary Sample
  403 DUs in Reserve
  Telephone Calls Made to
            607 DUs
 (All primaries phis 160 reserves)
  Appointment Made to Visit
           332 DUs
           55% of DUs Called
  Never at Home
   666  DUs
   22%
Refused
222 DUs
7%


Not Eligible
201 DUs
7%


Vacant
75 DUs
3%


Other
192 DUs
6%
Never Answered Phone
67 DUs
11 %



Refused
115 DUs
19%



Other
93 DUs
15 %
       Tnspfrfion Completed
           284 DUs
           86% of Appts.
Refused
    30  DUs
                                                     3-11

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                 TABLE 3-4
   DEVELOPMENT OF PRIVATE HOUSING SAMPLE
FROM SCREENING THROUGH COMPLETED INSPECTION
       AS A PERCENT OF THE PRIOR STAGE
a. Passed Screener -Pet of Population
Type
Single Family
Miiljifamily
All
Construction Year
1960-1979
1.5%
2.0%
1.6%
1940-1959
2.6%
33%
2.6%
nre-1940
2.4%
3.3%
2.5%
An
2.0%
2.5%
2.1%
b. Primary Phone Sample -Pet of Passed Screener
Type
Single Family
Multifamily
All
Construction Year
1960-1979
36%
35%
36%
1940-1959
20%
56%
23%
pre-1940
21%
34%
23%
All
25%
39%
28%
c. Total Phone Sample -Pet of Passed Screener
Type
Single Family
Multifamily
An
Construction Year
1960-1979
46%
44%
46%
1940-1959
31%
71%
35%
pre-1940
28%
49%
31%
All
35%
51%
37%
d. Appointments - Pet of Total Phone Sample
Type
Single Famfly
Multifamily
All
Construction Year
1960-1979
56%
59%
57%
1940-1959
54%
41%
51%
pre-1940
59%
45%
55%
All
56%
50%
55%
e. Completed Inspections- Pet of Appointments
Type
Single Family
MllmfiHTmy
Total
Construction Year
1960-1979
84%
74%
82%
1940-1959
90%
94%
91%
pre-1940
86%
89%
87%
All
86%
83%
86%
                   3-12

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3.5     Within - County Public Housing Sample Selection

      The selection process for public housing units followed a different path than that for private
housing.  The public housing plan was designed to utilize existing records (HUD's computerized
listing of PHA properties) and resources (HUD regional and PHA staff). It is generally more efficient
to create a sample frame from existing records and lists than to develop a frame by collecting new data,
as in the case of the private housing sample.  The availability,  accuracy and comprehensiveness of
existing list sources are factors in deciding whether to  use  existing lists as the starting point for the
sample  frame.

      Public Housing Frame Development

      The frame for the public housing  sample was developed from a data file, provided by HUD, that
contained information on each public housing project in  the nation. The file contained 10,140 records
of projects with a total of 933,573 family units. Of these, 7,483 projects, with 796,656 family units,
were reported to have been built before  1980.

      All records on the file that described public housing projects in any  of the 30 sampled counties
were extracted.   The extract included presumably out-of-scope projects, such as projects reported to
have been built after  1979,  or to have no family units.  There  were 793 records of projects, with
186,210 family units, on the extract.

      To ensure that the frame data was  as  current and accurate as  possible, all PHAs  hi the 30
counties were contacted to  verify and update the following data for each project  hi  the extract:
existence, name, location, construction  date, and number of family units.  The verification effort also
sought  to identify any in-scope projects hi the PHAs'  inventory that were not on the extract from
HUD's records.  If so, these projects were added to the frame.  Projects were in-scope if they were
built before 1980 and had one or more family units.

      After adding newly identified projects and eliminating out-of-scope or non-existent projects and
units, the final sampling frame had 636  records of projects containing 205,565 family units. Three of
the 30 counties had no in-scope public housing units.  An additional eight counties each had less man
500 in-scope units.  The three largest counties accounted for 111,363 in-scope units.

      Sampling of Projects  and Dwelling  Units from Lists

      After the  PHA housing inventory list was verified  and corrected, it was divided into the three
age strata. Each stratum was sorted by county. The public housing sample was designed to be equally
probable within age strata.   That is, all units hi  the same age stratum had the same probability of
selection, although units in different age strata had different selection probabilities.  In order to sample
public housing  family  units with equal probability within age strata, projects were sampled with
probability proportional to their sizes.  The measure of size was the number of family  units  in the
project.  Units within projects were then sampled with equal probability.   One dwelling unit within
each sampled project was randomly selected for inclusion hi the study. Because  of past practices hi
public housing projects, painting history is likely  to be very similar for all units  at the  same public
housing project location. Thus, the sampling plan  specified that no more than one unit from a specific
project could be selected as a primary sample.

      To allow  for attrition, 110 projects were selected, with the goal of achieving the target sample
size of  100.  During the course of the field work, it was discovered that eight projects that had
previously been  reported as in-scope, and had been selected into the sample, were in fact out-of-scope.
                                              3-13

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The reasons included:  the project didn't exist, a project was listed twice under different names, and
there were no pre-1980 family units hi the project. These eight projects were in four different counties
and contained 2,519 units.

      Telephone Interviews with PHAs to Sample Units from Selected Projects

      Thus, after selection of the 110 projects, the next sampling stage randomly selected one unit
from each project, as follows. A telephone representative contacted each PHA with a sampled project
and determined how units within the project were numbered or listed.  The interviewer used whatever
listing was available or convenient for establishing  a clear sequence of all units  in the project as a
serial list numbered 1 through N, where N was the total number of units in the project.  (For instance,
if the units were numbered 1-A through 1-F, 2-A through 2-F, etc.,  1-A might become unit number 1,
1-B unit number 2, ...  1-F unit number 6, 2-A unit number 7, etc.)  The telephone  representative
guided the PHA representative in assigning the serial numbers and counting through the list to the
randomly selected dwelling unit.  (For the previous example, if random number 9 were assigned for
the sampled unit hi that project, counting to the 9th unit would identify 2-C as the sampled unit.) This
dwelling unit became the sampled unit for that project.

      Public Housing Unit Sample Substitution Plan

      Frequently no one from the survey team or the PHA spoke directly with the unit resident prior
to the visit.  Substitutions for sampled units were occasionally necessary due to the unsuitability of the
unit (e.g., the unit was under renovation, the building was inaccessible due  to construction).  An on-
site substitution plan was established  which allowed a visit to a substitute unit which was in the same
building and had a  similar floor plan and paint history.  The field staff followed five sampling
substitution rules:

      •     If the sampled public housing unit was not available, select the unit immediately above
            the sampled unit.

      •     If mere was no such unit or it was unavailable for any reason, select the unit immediately
            below the sampled unit.

      •     If there was no such unit or it was unavailable for any reason, select the unit to the right
            of the sampled unit.

      •     If there was no such unit or it was unavailable for any reason, select the unit to the left of
            the sampled unit.

      •     If all these options were exhausted, the PHA should designate a unit that could be entered
            for inspection.

      final Sample Size

      In addition to the eight projects discovered to be  out-of-scope, there was one refusal and four
cases  of canceled or incomplete inspection visits.  The final public housing sample thus consisted of 97
completed inspection visits completed out of 110 initially sampled units.
                                             3-14

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3.6     Sampling Within the Dwelling Unit

      The within-unit sampling plan was an integral part of the multi-stage design. As mentioned in
Section 2.2.1, the research design specifically adopted a sampling approach that was meant to yield
national estimates, not to perform extensive lead testing of specific units. This design resulted in part
from resource limitations and from the need to minimize respondent burden during the unit inspection.
These  considerations led to the within-unit sampling plan described in this  section.  This plan
employed  a  stratified approach of random, fixed,  and purposive  selection  of rooms,  locations,
architectural features in and around the unit which would be the target of environmental samples and
measurements.  This design  met the goals of  controlling the number of observations per unit,
producing  data for national estimates,  and permitting a link to current understanding of the typical
applications of lead-based paint in the home and pathway models for the dispersion of lead between the
home and die environment.

      The sample design called for the  same within-unit sampling  procedures  to be used for both
private  and public housing.  The within-unit procedures cover all sampling that took place at the unit
level. The final design of random,  fixed, and purposive selections  for  locations,  architectural
components,  and types of environmental samples/measurements can be  described in  terms of  the
following stages and categories.

      Rooms/Locations

      In the first stage of within-unit sampling, rooms or other locations were selected as follows.

        Room or Location                                         Environmental Sample

      Interior of unit: 1 wet room and 1 dry room                   (paint and dust)

      Interior of unit: main entry way                              (dust)

      Exterior of building: 1 wall                                  (paint)

      1 common area room*                                      (paint and dust)

      Outside unit/inside building:
      Common hallway adjacent to unit*                            (paint and dust)
      Common hallway inside main entrance to building*            (paint and dust)

      Outside building:
      Surrounding ground                                         (soil)
      Play area*                                                 (paint and soil)


      * If present (multi-family only)

      From among all rooms in a household, one wet room and one dry room were selected at random
based on information obtained in the telephone household interview.  Previous studies  indicated that
rooms with plumbing fixtures (e.g., bathrooms, kitchens) had a higher likelihood of having lead-based
paint  In terms  of the number of rooms  and the  square footage of paint therein, though, wet rooms
were outnumbered by dry rooms.  The stratification by wet and dry helped ensure adequate coverage
of both  types of rooms.
                                             3-15

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      Architectural Components

      At the next stage of within-unit sampling,  all possible painted surfaces were categorized into
four strata of architectural components. This stage applied to sampled rooms (wet, dry, and common)
and  to the sampled exterior wall,  and was  used exclusively for collecting paint-related data.   It
employed the following pre-determined list of:

      Room Component Strata:

      •     Walls, ceiling, and floor.

      •     Components made of metal substrates (e.g., metal molding, window frames, door frames,
            radiators).

      •     Components made of nonmetal substrates  (e.g., wood door and window systems, wood
            molding).

      •     Other (e.g., built-in shelves, cabinets, fireplace, etc.).

      Exterior Wall Component Strata:

      •     Wall.

      •     Components made of metal substrates  (e.g.,  metal trim, window frames, door frames,
            railings, columns).

      •     Components made of nonmetal substrates (e.g., wood trim, window frames, door frames,
            railings, columns).

      •     Other (e.g., porch, stairs, etc.).

      For the components in strata 2 and 3, the critical distinction was the substrate.  For rooms, all
components in the room were part of the sample frame.  For the exterior wall, only the components
attached to that one wall were part of the sample frame.

      One painted component was selected from each of the four strata, with a fifth randomly selected
from among all four strata.  (After random selection of one exterior wall, the wall itself was a unique
stratum, with a certain selection as a sampled component.)

      These  strata were constructed to help ensure a representation  of the occurrence of lead-based
paint on these different,  common building materials.  Each of the substrate materials was anticipated to
have a potentially different  frequency of usage for lead-based paint,  and different characteristics of
usage. The four strata  were designed to group components likely to  have  similar painting histories.
This  approach met the design goal of  ensuring  equal  representation of the  four strata.   The
stratification of painted surfaces into these four component groups helped ensure adequate coverage for
each type of substrate material, with minimal MAP/XRF tests.
                                             3-16

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     Environmental Sample Selection

     The combination of the room/location sampling  and the  architectural component sampling
determined the final selection and distribution of environmental samples collected  and  physical
measurements taken.  The distribution of the samples is presented in Table 3-5.
                                       TABLE 3-5
                      DISTRIBUTION OF ENVIRONMENTAL SAMPLES

Unit Interior
Wet Room
Dry Room
Entry Way
Purposive, Anywhere hi Unit
Building Common Areas*
Common Hallway
Common Main Entrance
Common Room/Area
Building Exterior
Wall
Purposive, Anywhere on Wall
Outside Surrounding Area
Entry Way
Drip Line
Remote Location
Play Equipment*
Play Area
Paint Dust

5 3
5 3
1
1-2

1 1
1 1
5 3

5
1-2

1-8
Soil







1
1
1
3
      : If present; for multi-family only
                                         3-17

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      The following outline presents brief descriptions of the types of selection criteria for these
samples:

      1.     Random sampling

            •      10 paint samples: 2 rooms sampled. For each room

                         Subsampling of 1 architectural  component from each of the 4 groups of
                         ulterior components per room, plus a 5th selection: 1 component randomly
                         selected from 1 of the four groups.

                         Measurements and counts of all painted components in each room.

            •      5 paint samples: 1 exterior wall sampled. For the wall:

                         Wall selected as 1 component; subsampling of 1  architectural component
                         from each of the other 3 groups of exterior  components, plus a 5th
                         selection:  1 component randomly selected from 1 of the four groups.

                         Measurements and counts of all painted components on the wall.

            •      5 paint samples: 1 common room sampled, if present (multi-family housing only).
                  For the room:

                         Subsampling of 1 architectural component from each of the 4 groups of
                         interior components,  plus a 5th selection: 1  component randomly selected
                         from 1 of the four groups.

                         Measurements and counts of all painted components in each room.

      2.     Standard location sampling

            •      2 paint samples: wall outside unit in common hallway and wall inside common
                  front door of building (multi-family housing only).

            •      1 paint sample for each type of outside play equipment, if present  (multi-family
                  housing only). Up to 8 samples taken.

            •      1 dust sample inside unit entry way.

            •      2 dust samples: outside unit in common hallway and inside  common front door of
                  building (multi-family housing only).

            •      1 soil sample outside front  entry way of building  and 1  soil  sample  at remote
                  location.

            •      3 soil samples in play area, if present (multi-family housing only).
                                            3-18

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      3.    Fixed locations within randomly selected areas

            •     6 dust samples: 3 dust samples  (floor, window sills, and window wells) within
                  each of the 2 randomly sampled rooms.

            •     3 dust samples (floor,  window sills, window wells) within sampled common room,
                  if present (multi-family housing only).

            •     1 soil sample from drip line, or collection point for run-off from a painted exterior
                  wall of randomly sampled exterior wall.

      4.    Purposive (field technician to search for surfaces most likely to have lead based paint)

            •     Up to 2 paint samples of any components anywhere in unit.

            •     Up to 2 paint samples of any components anywhere on exterior of building.

      Sampling Procedures

      In order to minimize delays and complexities in the field operations, the actual sampling of the
wet and dry room and the sampling of five components  (within  the four component strata) was
conducted prior to the site visit based on the room inventory obtained during the telephone Household
Interview.  The random sampling of the exterior wall and of its components and the assignment of the
random priority to potential common rooms their components also was prepared ahead of time.

      The wet/dry room selection was a simple random pick based on numbers drawn from a random
numbers table.  The sampling of components within strata  was more complex.  The forms used to
collect data in the field listed all possible architectural components within a stratum. For each housing
unit  the following  sampling approach was  used.  Based on  a random sampling algorithm, each
component within each component stratum was assigned a random rank order ranging from 1 through
n (n =  the number of component types in the stratum). The field data collection forms for each unit
were then individually produced with this randomly selected rank ordering of components  within
strata.   The field staff used each unit's custom form to determine the component that had been ranked
as "1" in its stratum. If that (e.g., ceiling) was painted and accessible, it was tested. If the component
was not present, was unpainted, or was inaccessible, the form  specified what other component should
be substituted (the component numbered "2").  Every component was assigned a number specifying its
rank in the substitution order.

      The same approach was used for component sampling  on the exterior wall and for common
room sampling hi multi-family housing.

      Because random techniques were used to sample painted surfaces, there was concern that some
lead-based paint hi the home might go undetected.   In order to minimize the probability of missing
lead-based paint hi a home, technicians were instructed to look for and test painted  surfaces in the
dwelling unit  deemed likely to contain lead.  The  technicians'  selections were based  on then*
knowledge of past painting practices and experience with  testing paint for lead.  If the first test failed
to find  lead, a second  selected surface was  tested.  Due to practical constraints,  the  technicians
sometimes were limited to searching for lead-based paint  in  areas of the dwelling unit entered during
the course of the  inspection and did not wander throughout the dwelling unit looking for lead-based
paint. A similar set of one or two purposive samples was taken for the exterior wall.
                                            3-19

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3.7    Dust and Soil Sampling

      Dust and soil sampling were conducted at pre-established locations that paralleled key points in
several lead dust pathway models.  These locations, the rationales for dust and soil sampling, and the
number of samples were as follows:

      Dust samples:

      •     Floor of wet room (1) and dry room (1).

            The floor is a collection sink for dust;  children come into direct contact with it when
            crawling or playing.

      •     Window sills/stools of wet room (1) and dry room (1).

      •     Window wells of wet room (1) and dry room (1).

            The windows  are boundaries between the ulterior of the unit and exterior sources  of
            environmental  lead;  the wells  are  collection  sinks  for  dust;   the  abrasion  of
            opening/closing windows causes paint dust to collect on horizontal window components.

      •     Inside most frequently used entry to dwelling unit (1).

      •     Outside unit in common hallway (1) and inside common front door  of building (1) for
            multi-family housing only.

            Entry ways and common heavy traffic areas are more  likely to  collect deposits of soil
            tracked in from outside the building.

      •     Common room floor (1), window sills/stools (1), and window well (1) for multi-family
            housing only.

      Soil samples:

      •     Near front entry way to structure (1).

            The entry way is a proximate source of exterior  soil lead that could be tracked into the
            interior.

      •     At drip line of sampled exterior wall for building roof (1).

      •     Remote location halfway between dwelling unit and property line (1).

            The remote location provided  data on  the background  contribution of environmental
            sources of lead not associated with the unit or building itself.

      •     Play area if present (3) for multi-family housing only.

            Play areas are likely sources of exposure for children.
                                             3-20

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                               4.  DATA COLLECTION PROTOCOLS


4.1     Data Requirements

      The information collected was needed to support a number of research questions, as discussed in
Section 2.  Information covered the percent of housing with lead-based paint hazards and analyses of: the
characteristics of housing with varying hazard levels; costs, the effectiveness and benefits of alternative
strategies of reducing lead-based paint hazards; and the relationship among sources and pathways of lead in
the residential environment.  Information also covered identification of the dimensions of each of these
issues.

      In order to obtain data that would support these analyses and the more detailed questions described
in Section 2.1, the project team developed the following list of required data items for each household in the
survey.   The following list covers the data collected by the main survey (after constructing the sample
frame):

      1.     Information about all  household members, including demographic  data  (age, sex,  race),
             income, and occupation and personal activities linked to lead exposure;

      2.     Financial information about the dwelling unit (market value or monthly rent, ownership
             status);

      3.     Structural information about the unit (age, HVAC systems, number and types of rooms);

      4.     Identification and  measurements of interior and exterior painted surfaces, by architectural
             component;

      5.     Identifications of substrate materials of painted surfaces;

      6.     Identification of condition of paint and substrates;

      7.     Identification of exterior structural condition;

      8.     Measurements of lead loadings in paint;

      9.     Measurements of lead loadings in interior surface dust;

      10.    Measurements of lead concentration in exterior soil; and

      11.    Determination  of  other potential proximate sources of lead from multi-family  housing
             common rooms, passageways, and play areas.

      In order to collect this data at the level of detail required by the sampling and analysis plans, three
primary data  collection methods were created: a household questionnaire, a dwelling unit inspection, and a
battery of paint, dust, and soil samples.
                                              4-1

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4.2    Household Questionnaire

      Data items 1,2, and 3 were collected by a telephone interview with an adult resident of the sampled
dwelling unit  The data collection instrument  entitled the  "Household Questionnaire" accomplished the
following:

      •     Collected information on the construction age of the unit by decade;

            Identified  public housing units (scattered site projects) that entered the private housing
            sample;

      •     Collected information on household demographics, jobs and hobbies related to lead (e.g., oil
            refinery work or furniture stripping) and income in broad ranges; and

      •     Performed a comprehensive room inventory that described each room and determined if the
            room had plumbing and if any renovations had recently been performed.

      This method was used for the private housing sample. (A copy of the questionnaire is included in
Appendix B of this document). A variation on this method was used for the public housing sample. The
structural and room inventory data were  collected in  a  telephone  interview and  conducted with  a
representative of the cognizant Public Housing Authority. However, the information about the household
residents was collected in the field using an in-person interview that took place at the time of the housing
unit inspection.


4.3    Housing Unit Inspection Protocol

      The remaining data items (4 through 11) required in-person visits to the sampled housing units. The
field protocol was divided into two major types of data collection that were performed during a single visit
to each sampled dwelling  unit.  The  first was a Housing  Unit  Inspection,  which consisted of the
observation, inventory,  measurement,  and  recording  of data  about sampled  rooms, architectural
components, construction materials, and condition of painted surfaces inside the unit, on the exterior of the
building, and  in common  areas of multi-family  housing.   The second type was  the collection  of
environmental samples.

      To minimize the length of the visit, and to assign tasks to field personnel with  appropriate skills,
inspection visits were conducted by two-person field teams. Each team consisted of one field interviewer to
administer questionnaires,  fill  out observational data  forms,  and administer sampling and operations
records. A second field technician conducted the collection of physical samples and readings.

      The Housing Unit Inspection required the interviewer to conduct the following data collection tasks:

      •     Obtain the resident's consent to the inspection, using an informed consent and waiver form
            (Appendix B),

      •     Administer a brief questionnaire  to confirm  several of the  questions from the telephone
            interview;

      •     Complete a battery of interior and exterior observation and inventory forms which fulfilled
            several data collection functions:
                                              4-2

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                   Explicitly  identify or  guide the  interviewer in  identifying  sampled  rooms and
                   architectural components;

                   Create an inventory of painted components;

                   Record measurements and counts of inventoried components;

                   Identify each component's substrate material;

                   Record the condition of the paint and the substrate; and

                   Serve as the data collection form for the MAP/XRF readings of sampled painted
                   components, taken according to the Paint Sampling Protocol.

       •      Assist the field technician by  identifying sample locations and maintaining the logs and
             administrative records pertaining to paint, dust, and soil sampling.


4.4     Faint, Dust, and Soil Sampling Protocols

       The paint sampling protocol employed on-site readings of lead loading using a MAP/XRF device.
Dust and soil protocols involved collection of physical samples and their transmittal to a laboratory for
analysis of lead content.

       Paint Sampling

       Components were selected for testing, as described in Section 3.6.

       The lead-based paint testing was accomplished by using the MAP-3 portable spectrum analyzer
device manufactured by Scitec,  Inc. that estimated the  lead content of the paint.23  The MAP/XRF was
equipped with a 40-miUicurie Cos? source, a scanner, a display console, and carrying case. The protocol
called for the technician to place the MAP/XRF's scanner against the sampled component, hold it stationary
and flat against the surface throughout a 60-second reading, then record the reading from the MAP/XRF's
console.

       The paint sampling  protocol also  specified procedures for assuring  accuracy of readings, or
permitting post facto adjustments for instrument variability.  These  included the one-minute stationary
reading of each paint sample; the use of a full intensity radiation source; the recording of standard ^ead'ngs
before and after the field period  as well as at the beginning and end of each day, guidelines on the regular
replacement of the battery power source; and shipping and storage guidelines to protect the instrument.

       Selection of MAP/XRF Equipment

       There were two primary rationales for choosing the MAP/XRF to test for lead in paint.   The
spectrum analyzer MAP/XRFs were used in preference over the direct reading XRF because the National
Institute of Standards and Technology (NIST) determined that they were more accurate and more precise
•^Consideration was given to scraping samples of paint for laboratory analysis. Laboratory analysis is more precise and accurate than in situ XRF.
 However, it requires damaging painted surfaces in peoples' homes, ft was felt that the gain in measurement precision and accuracy would be more
 than oflset by effects of a very large refusal rate.



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than the direct-reading XRFs used in earlier surveys.24.25  The  spectrum analyzer XRF was  used in
preference to taking paint scraping samples because the survey was conducted in occupied dwellings where
it was not feasible to take scrapings for laboratory analysis.

      Dust Sampling

      The dust sampling protocol involved the collection of an array of samples, described in Sections 3.6
and 3.7, at locations inside and outside the unit.

      The dust collection protocol employed a portable vacuum pump fitted with a length of Tygon tubing,
a 37-mm mixed cellulose ester membrane filter cassette (0.8 um pore size) connected to the other end of the
tubing, and an angle-cut Teflon collection nozzle inserted over the filter cassette. For samples of floor dust,
the protocol specified laying down a template that outlined an area of one  square foot.   The technician
vacuumed the area in overlapping passes, first left to right over the entire area and then top and  bottom.
Care was taken to hold the nozzle level to the surface and to move the nozzle at a steady rate.  Next, the
template was moved over one foot and the process repeated until four square feet were HEPA vacuumed.
This protocol required about four minutes.

      For areas which could not accommodate the template, such as window wells, the entire area was
HEPA vacuumed and dimensions of the area were recorded.

      Throughout these procedures the technician was careful to hold the nozzle upright and not allow
dust to ^11 out of the cassette. The vacuum pump was continuously running throughout the vacuuming of
the entire sample area to help ensure that dust did not escape from the cassette. The technician changed the
cassette and nozzle after each sample. Nozzles were washed at the end of the day and reused the next day.

      When finished with one sample, the technician detached the dust filter cassette from the tubing and
inserted plugs in each end of the cassette. Tape was wrapped around the long axis of the cassette covering
both plugs. The technician placed the cassette and a preprinted sample  ID label in a small plastic bag,
sealed the bag, and gave it to the interviewer to insert that bag into a second bag.  The interviewer would
then affix a second preprinted adhesive ID  label to the outer bag. (See Appendix A of this document for
the full detail on the protocol prepared by MRI)

      Soil Sampling

      The soil sampling protocol called for  the field technicians to employ a soil corer with plunger to
collect soil and expel the sample into a plastic bag. The corer was inserted into the ground and removed.
The sample plug was expelled from the corer  into a plastic bag.  For each sampled location, the technician
drew three soil plugs from the ground, the first as close as possible to the targeted sample site, and the other
two 20 inches to either side of the first.  The protocol defined the soil sample for each statistically sampled
location as the blended composite of the three  soil plugs.  Hence, all three were expelled from the corer into
the same plastic bag. When this was done, a preprinted identification label was placed in the plastic bag,
which was then sealed and placed in a second bag affixed with an adhesive ID label. After each composite
sample was drawn, the technician cleaned the  corer before collecting the next sample. (See Appendix A for
the full detail on the protocol prepared by MRI.)
24
  McKnigbt, Mary E.; Byrd, W. Eric; Roberts, Willard E. (May 1990), Measuring Lead Concentrations in Paint Using a Portable Spectrum
 Analyzer X-Ray Fluorescence Device (NISTTR W90-650), U.S. Department of Commerce, National Institute of Standards and Technology.

25
  McKnigbt Mary E.; Byrd, W. Eric; Roberts, Willard E. and Lagergren, Eric S. (December 1989), Methods for Measuring Lead Concentration in
 Paint films (NISTIR 89-4209), U.S. Department of Commerce, National Institute of Standards and Technology.



                                                4-4

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      For dust and soil samples, the protocols prescribed detailed procedures and techniques for cleaning
of equipment, anti-contamination measures, and physical handling before,  during, and  after sampling,
These were designed to assure collection of full, accurate samples, free of contamination.

      To insure against sample loss and assure valid unking of analytical results with statistical sampling
data, the protocols for paint, dust, and soil also prescribed the procedures for sample logging, labeling,
double-checking, and transmission of chain-of-custody forms to all parties.
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                                      5.  FIELD OPERATIONS


      This  chapter  presents the field  procedures  employed  in the National  Survey.   Included are
descriptions of field operations for  listing  and screening  activities  used for private housing frame
development; housing unit inspection; using the MAP/XRF and other field technicians1 duties, field
interviewing and  using  of survey instruments; and conducting the laboratory analysis.  This  section
incorporates brief discussions of two activities integral to field operations that were conducted by telephone
from the field operations headquarters. The first is the verification and final sampling of the public housing
list sample.  They are presented because they closely parallel the private housing frame development, which
depended heavily on  field activity.  This  activity also was combined with the scheduling and coordination
activities of the in-field public housing inspections.  The second is the telephone interviewer of sampled
private units, which was tightly bound to  the field effort. Interviewers scheduled the visits of the field team
for household inspections. Interviewers  also  carried  out the room inventory. The inventory was initially
designed as a field activity, but was ultimately carried out as a field preparation activity to make the in-
field household inspection more efficient.  Copies of all data collection forms and related field materials are
included in Appendix B of this document.


5.1     Objectives

      The objective  of the national survey field operations was to implement the data collection phase
according to the overall research design and the specific data collection protocols designed for the Survey.
Operationally, the objective required the training of field staff in the data collection procedures and
protocols, placing them into the field to collect the data. It also required managing the field operations and
controlling the processes of collecting, transmitting, and managing the data. For environmental samples,
field operations personnel bad to  execute  strict quality  control and  chain-of-custody procedures in
collecting and transmitting the samples.  This ensured that further laboratory analyses could be performed
on dust, soil and paint and provide meaningful results for incorporation into the overall analysis.  The
ultimate objective of the field operations was, therefore, the collection and processing of accurate and
statistically valid  data and physical samples  from the  dwelling units in the 30 sampled counties, which
could support the national estimates required by the research objective.


5.2     Field Period

      The field period for the national survey extended from November, 1989, to March, 1990.  Listers,
screeners, field interviewers, and field technicians were trained  in November.  Listing activity began that
same month and  field screening of dwelling units  began in December.   The final screenings  briefly
overlapped the start of the inspection visits in January, 1990.  Field activities were completed in March,
1990.
       Private Housing Frame Development

53.1  Listing

      After random selection of five census blocks from each of the sampled counties, maps of the selected
census blocks were prepared.  Two copies of each census block map were forwarded to the Field Director,
who reviewed the maps and resolved any problems.  A Listing Folder was prepared for each census block
and sent to the designated field interviewer.  The Listing Folder included two copies of the census block
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map with the perimeter outlined in yellow, and a supply of blank dwelling unit main listing sheets (two-ply
non-carbon duplicates).

      For listing, the field interviewers prepared a route list of streets to cover the census block, and then
traveled every street to record every dwelling unit  When listing was completed, the interviewer returned
one copy of each map and one copy of the completed listing sheets to the Field Director, who reviewed the
listing materials and resolved any irregularities.

      All listing was conducted using standard survey research listing methodology, augmented by project-
specific protocols.

5.3.2   Screening

      A systematic random sample of listed dwelling units was selected for each census block from the
completed listing sheets.  The target sample sizes ranged from 24 to 40 housing units per census block,
depending on the number of dwelling units in the block. These  were the estimated numbers of screening
interviews required to obtain two completed inspections per census block, based on assumptions regarding
the eligibility and response rates.

      The sampled units were  assigned  identification numbers  (IDs), which were  entered into  a
computerized dwelling  unit tracking system. Street address, city, state and ZIP code were also entered.
Screener Packets were  prepared for each county that included the materials which a field interviewer
needed to screen all the dwelling units in the county. The Screener Packet included:

      •      250 blank Screener Questionnaires;

      •      Label affixed to back of Screener Questionnaires containing unit ID and address;

             250 HUD Letters of Introduction;

      •      Photocopy of Listing Sheets with sampled households indicated; and

      •      Complete list of units sampled from the county.

      The survey contractor issued approximately 7,500  screener instruments in 30 Screener Packets,
corresponding to the 30 counties.

      The screening task involved going to the designated homes and initiating contact with a resident over
the age of 18. The interviewer briefly introduced the study and obtained agreement to ask a few questions
about the home, e.g., age of home, single or multiple dwelling unit, own or rent. If no one over 18 was
home, the interviewer queried as to the best time to return.  If no one was home, the interviewer left a note
saying he/she had been there and would return at a later time.  A HUD letter introducing the survey was
also  left.

      At the conclusion of efforts to visit to each unit, the interviewer entered a final result code on each
Screening Questionnaire (e.g., result code P9 =  completed screener, P10 = not eligible).  After screening
efforts had been performed for each unit, the interviewer returned all completed screener instruments to the
Field Director, along with complete contact records for all units.

      After a review, all information from the screener was entered into the dwelling unit tracking system
and the screeners were filed.  After the screening was completed, the tracking system database was used to
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identify all in-scope units, which formed the frame for the final selection of the dwelling units to be
inspected. Nationally, screening interviews were attempted with 2,978 dwelling units; 1,622 dwelling units
were eligible for inspection.


5.4    Public Housing Frame Development

      The development of the sample frame for public housing followed the steps outlined below, for each
of the 30 counties:

      •     Generated a computer listing of PHA inventory.

      •     Contacted the HUD field staff designated to assist the survey and obtained name/number of a
            PHA. staff member to verify and correct the inventory.

      •     Contacted PHA and determined a strategy for verifying inventory.

      •     Conducted inventory verification and correction.

      •     Submitted the corrections for updating the computer file.

      •     Drew a sample of projects and selected a dwelling unit within project, and

      •     Contacted PHA to (1) determine the  address of sample selections, (2) conduct the room
            inventory portion of Household Interview, and (3) set appointments for inspection.

      Initial PHA Housing  Tape.  HUD's Public Housing Enumeration tape contains a national public
housing authority inventory.  The data includes the name, address, administering agency, program, size,
age and other information for each public housing complex in the nation. A  list of 793 public housing
projects in the 30 sampled counties was extracted from the master list The data was not guaranteed to be
current, fully accurate, or complete.

      Verification of PHA  Housing Inventory.   The next step was to verify and update the list of
housing projects. The survey staff contacted HUD field representatives assigned to assist the survey.  The
HUD field representative provided the names and telephone numbers of knowledgeable PHA staff members
at all PHAs in the 30 counties comprising sampled counties. When there were multiple PHAs present in a
county, the representative provided contact names for all PHAs.

      Telephone  representatives  called the  PHA staff contact  persons,  introduced the study,  and
determined the best method for verifying the  inventory of housing in that PHA.  The data items  verified
were:

            Projects still in inventory.

      •     Number of family units.

      •     Number of elderly units.

      •     Date of construction completion  of project, and
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      •     Any additional projects in the inventory?  If yes, the above information was requested and
            recorded for the additional projects.

      Telephone interviewers paid special attention to distinguish the year construction was completed
from the year the building became part of the PHA inventory.  Sometimes buildings are acquired by a PHA
long after construction. The construction completion date, not the acquisition date, determined the potential
painting history of the building.

      All changes (additions, deletions, corrections) in the PHA inventory were noted on an  Inventory
Verification Form.  The  list of projects, as updated with the changes, formed the sample frame for the
public housing sample.


5.5     Field Data Collection

5.5.1   Telephone Interviews

      For  both the private and public housing  sample,  telephone contact was made with responsible
individuals at the sampled units to collect household information and schedule appointments for on-site
inspection.   Although the approaches for the two samples were similar, there were some methodological
differences.

      Private Housing Interviews

      The information collected in the screening interviews  and entered into the  tracking system was
designed to facilitate re-contacting by telephone the residents of the units hi the  sample. This  telephone
contact was used to conduct the Household Interview (using the Private Housing Questionnaire described in
Section 4.2), schedule an appointment for the on-site inspection and offer a $50 incentive to participate in
the survey.

      The packets were transferred to survey contractor's telephone center, where telephone interviewers
administered the Private Housing  Questionnaire and  then proceeded to operational tasks,  including
scheduling  an appointment for the inspection.  Telephone interviewers used calling protocols that entailed
using project-specific  scripts and standard interviewing procedures for  telephone  manners, callback
procedures, and call result reporting and coding.  At the conclusion of calling, the interviewers forwarded
questionnaires and appointment schedules to the Field Director in preparation for the site visits.

      Critical data items from the telephone survey, such as  the  call result code and  appointment
information for the home visit, were entered into the tracking system.

        Public Housing Interviews

      The  telephone interviewer re-contacted each PHA in order to identify the sampled dwelling units,
conduct the Household  Interview and schedule visits.   As  described in Section  3.5, the  telephone
interviewer carried out the unit sampling at this point. He/she discussed with the PHA representative how
the units were numbered.  Using each project's list of units, the telephone interviewer instructed the PHA
staff contact to count through the list to the nth dwelling unit.  This unit was selected for inclusion in the
sample.

      At this point, the exact address of the sampled unit was determined.  The telephone interviewer went
on to conduct the Household Interview with the PHA staff contact.   The Private Housing Questionnaire
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was modified for the public housing interview, since the interview was conducted with the PHA staff, not
the unit residents.  (If the PHA contact person was not familiar with the dwelling unit, the telephone
interviewer asked for referral to a person who was familiar.) These questions verified certain data herns
already obtained from the computerized public housing inventory (e.g., year of construction completion).
In addition, the telephone interviewer conducted the room inventory. As with the private housing sample,
this inventory was used to perform the within-unit sampling in advance of the on-she inspection. Questions
concerning household residents were not asked at this time; these questions were administered  to the
residents themselves, during the dwelling unit visit. A PHA representative took care  of contacting the
dwelling unit residents and obtaining their cooperation for the study.

5.5.2  Housing Unit Inspections

      The inspection protocol was the same for bom private and public housing.   Inspection  teams
conducted inspections in 284 privately owned and 97 public housing units, for a total sample size of 381
dwelling units.  The inspection visits were  performed by a two-person team: a field interviewer  who
interviewed  the occupant, and collected and recorded  the within-unit architectural sampling  and
observational information within each dwelling unit; and a technician who performed the MAP/XRF testing
and collected the dust and soil samples.  A description of procedures observed for in-house inspections
follows.

      Preparation of Field Teams. Technicians and interviewers were brought to the survey contractor's
headquarters for a four-day training session.  The training covered all aspects of the home visit  plus
detailed training on the use of the MAP/XRF and the procedures for collecting dust and soil samples. An
additional half-day training session was conducted for dust sampling.

      Field Materials. Each technician was equipped with equipment and supplies that had been tested for
lead contamination. The technician's equipment/supplies inventory included:

      Clipboard
      Picture ID badge
      Pens
      Scitec MAP/XRF scanner, console, and carrying case
      Unpowdered gloves
      Paper slippers
      HEPA Vacuum pump  and  attachments (5-foot length of Tygon tubing, 25-foot  length of tubing,
      nozzles)
      Dust sample cassettes
      Template for vacuuming
      Masking tape (to affix template if necessary)
      Soil sample corer
      Alcohol-free wet wipes
      Bottle brush
      Flashlight
      Putty knife
      Brick hammer
      Trowel
      Extension cord (25-foot)
      Electric plug adapter
      Ladder (3-foot)
      Personal dosimeter (portable device used to measure cumulative exposure to radiation)
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            Interviewer's equipment/supplies included the following materials:

      Clipboard
      Pens
      Calculator
      Picture ID badge
      Identification tags for all equipment
      Large and small plastic bags
      Notepaper with project logo
      Self-stick removable notes
      Tape measure (30-foot)
      Overnight delivery shipping materials
      HUD letters of introduction
      Dwelling-unit Inspection Packets

      Preparation for Visit In preparation for the in-house visit, an Inspection Packet was assembled at
the field management office located at the survey contractor's headquarters.  The packet contained all the
forms and information needed by the interviewer/technician team to conduct the inspection. Among other
items, the packets included a copy of the Household Questionnaire conducted by telephone, customized
forms for recording MAP/XKF results, and logs to record dust and soil sampling. Copies of the forms can
be found  in Appendix 8 of  this document. Packet  customization included  putting the household
identification number on each form, designating what components should be tested in each sampled room of
the unit, and inserting adhesive identification labels for application to each dust and soil sample container.

      A fully prepared packet included:

      •     Copy of Telephone Household Interview (Form 5);

            Informed Consent Release and Waiver Letter (Form 6);

      •     Dwelling Unit Form customized for specific dwelling unit (Form 13);

      •     Interior Observation Form customized for sampled dry room (Form 15);

      •     Interior Observation Form customized for sampled wet room (Form 15);

      •     Exterior Observation Form customized for sampled wall (Form 17);

            Soil/Dust Sample Log (Form 19);

      •     Common Area Inventory (Form 25)*;

      •     Common Area Observation Form (Form 27)*;

      •     Common Area Collection Form (Form 29)*;

            Control Log (Form 35);

      •     Request for Results Form (Form 64), with business reply envelope; and
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      •     $50 incentive check made out to resident and blank receipt acknowledgment form.

            * Multi-family housing only

      The packets were shipped to the interviewer via overnight delivery service.  Typically, the set of
packets for a county was waiting for the interviewer at the hotel upon his or her arrival in the county.

      Housing Unit Inspections.  The day before each inspection, the interviewer called the resident to
confirm the appointment recorded on the copy of the telephone Household Interview.  If necessary, the
interviewer  rescheduled while  in  the  field.   A PHA representative  confirmed the public housing
appointments, and usually escorted the inspection team to the public housing units and waited for them to
complete the inspection and sampling.  When the inspection team arrived at an address, the interviewer
noted which wall of the structure faced the street named in the address of the unit. That was designated as
wall 1. Going clockwise, the remaining three walls were numbered 2,3, and 4. The same rule was applied
to interior walls.  This numbering was used in conjunction with the Observation  Forms for within-unit
sampling of walls.  This was the only aspect of statistical sampling that the inspection team needed to
conduct in the field.

      After entering the home, the team introduced themselves and the study to the dwelling unit occupant.
Before entering, the team  members put on paper slippers to avoid cross-contamination.  The technician
began the dust sampling after the interviewer obtained the resident's signed consent.  The interviewer
proceeded to identify and quantify all painted components, identify the substrate material, and identify the
condition of the paint and substrate in the sampled wet and dry rooms.

      Quantification of painted surfaces was accomplished in different ways  on  different architectural
components.  For example, painted ceilings were quantified by measuring and recording their length and
width in the field and deriving the area during data analysis.  Trim was quantified by recording the length
while the  analysis plan assumed  a standard, average width.  Doors  and windows were quantified by
recording the number of each in the field and assuming an average  surface area for each.  Table 5-1 details
the field measurements and analytical estimation methodology for each component.

      After the inventory was completed, the interviewer showed the technician what surfaces had been
selected for testing with the MAP/XRF. The technician took the necessary readings and the interviewer
recorded the results on the appropriate form.

      The team then moved outside the dwelling unit to do the MAP/XRF test of the exterior walls and to
collect the soil samples.  At this point, multi-family dwellings, common rooms were inspected. If present,
common rooms such as a m?il room, laundry room, community  room, etc., were inventoried.  One was
randomly selected and inspected according to the same protocol used for the wet and dry rooms. If present,
playgrounds were  inspected.  Each type of playground equipment was quantified, described,  and a
convenient painted surface was chosen for MAP/XRF testing.  A "type" of playground equipment was, for
example, one or more slides that appeared to be produced by the same manufacturer, were installed at the
same time, and shared a common painting history.

      At the conclusion of all testing, the interviewer paid the $50 respondent incentive by check, to both
private and public housing respondents.
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                       TABLE 5-1
METHODOLOGY FOR ESTIMATING AREAS OF PAINTED COMPONENTS
Component
Interior
Wall


Ceiling, floor
Baseboard trim
Stair trim
Door trim
Window sills
Window trim
Crown, molding
Doors
Window casing
Air/heat vents
Radiators
Shelves
Cabinets
Fireplace
Closets
Exterior
Wall
Window sills
Window trim
Soffit and Fascia
Door trim
Doors
Columns
Railings
Porch
Balcony
Stairs
Data Recorded in Survey

Length, height;#doorways
^windows, #fireplaces/other
"holes*
Length, width
Length
Length
Length
Length
Length
Length
Number of doors
Number of windows
Number of vents
Number of radiators
Length
Number of cabinets
Number of fireplaces
Number of closets

Length, height
Length
Length
Length
Length
Number of doors
Number of columns
Length
Length
Number of balconies
Number of steps
Methodology for Estimating Painted Area

Multiply; subtract 19 sq ft/doorway, 13 sq ft/
window, and 16 sq ft per fireplace/other "hole".

Multiply.
Assume width = 4 inches. Multiply.
Assume width = 10 niches. Multiply.
Assume width = 4 inches. Multiply.
Assume width = 4 inches. Multiply.
Assume width = 4 inches. Multiply.
Assume width = 7 inches. Multiply.
Assume 17 sq ft per door.
Assume 5 sq ft per window.
Assume 1 sq ft per vent
Assume 8 sq ft per radiator.
Assume width = 12 inches. Multiply.
Assume 625 sq ft per cabinet.
Assume 16 sq ft per fireplace.
Assume 19 sq ft per closet.

Multiply.
Assume width = 4 inches. Multiply.
Assume width = 4 inches. Multiply.
Assume width = 20 inches. Multiply.
Assume width = 6 inches. Multiply.
Assume 21 sq ft per door.
Assume 20 sq ft per column.
Assume width = 10 inches. Multiply.
Assume width = 5 feet Multiply.
Assume 24 sq ft per balcony.
Assume 4 sq ft per step. Multiply.
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5.6    Field Technicians' Duties

      The field technician's primary duty was carrying out the paint, dust, and soil sampling, as described
in the protocols.  He was also responsible for the transportation, storage, handling  and security of the
sampling equipment  This included the assembly/disassembly of the  MAP/XRF  and HEP A  vacuum
equipment at each inspection. The technician also was responsible for cleaning the dust and soil collection
equipment while  following the strict  survey protocols, that  prevented sample contamination   This
responsibility applied to cleaning between samples, between inspection visits, and before the start of each
day, as prescribed by each appropriate protocol.  Finally, the technician performed daily MAP/XRF
readings of shims, in fulfillment of the protocols for checking the variability over time in each MAP/XRF
device's calibration.

      As a safety precaution, the technician carried a radiation meter and wore two radiation dosimeters.
He was responsible for monitoring these devices, as well as the dosimeter worn by the interviewer.

      Painted Surface Sampling

      The Interior, Exterior, and Common Room  Observation Forms were constructed to follow the four
strata of architectural components detailed in Section 3.6.  In each inspected room, the customized form
guided the interviewer in inventorying all architectural components and identifying the randomly selected
ones. The interviewer measured and assessed all existing painted components, and identified the  sampled
ones for the technician to test with the MAP/XRF.   All sampled painted components  on the  sampled
exterior wall were subjected to MAP/XRF testing, using the same protocols as the interior tests. The field
technician then proceeded to perform the MAP/XRF tests on any sampled common room components and
playground equipment identified by the field interviewer  while following the inspection, observation,  and
sampling protocol for multi-family dwellings.

      The paint sampling required the technician to  make  purposive MAP/XRF tests on one or two
interior and  exterior components which he judged as having a high likelihood of lead-based paint.  (See
Section 3.6.) Field experience showed that requests to wander about looking for lead-based paint were not
always well  received by the dwelling unit occupant.  In these cases, teams were instructed to limit then-
search to either sampled room or areas/rooms entered while passing to and from the sampled rooms.

      Dust Sampling

      The field technician collected samples of dust by vacuuming in three locations in each  sampled
room:  the floor, a window sill/stool, and a window well.  He collected another dust sample from the floor
near the most-used entrance to the dwelling unit. Two dust samples were taken from an interior  common
hall (if it existed) — one just outside the sampled dwelling unit and one just inside the main entrance to the
building. The technician followed the dust sampling protocol, as described in Section 4.4 and Appendix A
of this document.

      Soil Sampling

      The field technician took soil samples at the specified locations.  Three exterior soil samples  were
collected at the drip hue along the sampled exterior wall, at a remote location away from the building, and
at the most-used entrance  to the dwelling unit. Each sample was a composite, consisting of three plugs of
soil drawn from the ground at 20-inch intervals at the sampled location, and then blended.  If present, three
soil samples also were taken from the playgrounds.  The soil  sampling protocols followed by  the field
technician were described  fully in Section 4.4 and Appendix A of this document.
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 5.7    Laboratory Analysis of Dust and Soil

       The laboratory contractor  logged in the  dust and soil samples  upon receipt from the field and
 followed testing protocols documented in the Dust and Soil Samples Analysis report cited in Section 1.2.
 The samples were sent to a laboratory to be analyzed for their lead content.  The laboratory analyzed the
 dust by graphite furnace atomic absorption (GFAA) spectroscopy and the soil by inductively coupled
 plasma-atomic emission spectrometry  (ICP-AES).  The test results were reported to the laboratory
 contractor and the survey contractor on computer diskette. Following federal guidelines, dust loading was
 reported as the amount of lead vacuumed per  square foot of surface (fig/ft2),26 usually measured  in
 micrograms.  Soil lead concentration was reported as the amount of lead per gram of soil (ug/g), usually
 measured  in micrograms which is equivalent to parts per million (ppm).  As  discussed in the federal
 guidelines, dust lead loadings and  soil lead concentrations are not comparable units of measurement.  It is
 notpossible to convert from ug/fl2 to ng/g in any consistently reliable way.
26U.S. Department of Housing and Urban Development, "Lead-based Faint Interim Guidelines for Hazard Identification and Abatement in Public
 and Indian Housing," Federal Register, 55 (April 18):14557-14789.
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                                  6.  QUALITY ASSURANCE PLAN


       Quality assurance was an integral component of the study design and execution.  This chapter
describes the quality assurance procedures employed in each phase of the National Survey of Lead-Based
Paint in Housing.  Many QA procedures related to the  collection and handling of survey data, such as
measures to enhance participation of sample members, cross-checking  of records, careful  chains-of-
custody, and independent re-keying of data.  Other measures were instituted to help evaluate the new
technologies  and protocols utilized in the survey.  A significant  example of the first group was the
verification of the PHA housing inventories; of the second group, extensive MAP/XRF baseline reading
tests.

       For all aspects of data collection, the principal source of quality assurance was the utilization of
detailed, well-planned, and tested protocols for all methods of data collection.  Designing workable and
easily followed field procedures for implementing these protocols was the next step in this process. These
procedures cover all aspects of telephone and in-person interviewing, in-field observation, measuring and
recording physical data, collecting environmental samples, handling equipment, and handling and storing
samples.  Next, the thorough training of the interviewers and field staff in all data collection instruments
and procedures, field operations procedures,  and environmental sampling protocols was critical to the
assurance of quality.  For both training and operations, it  was essential to  have comprehensive and
comprehensible documentation of these procedures and protocols for staff use during the survey.  Finally,
ongoing communication between the field and  headquarters, between the  survey contractor and  the
laboratory contractor, and among the various functional groups responsible for each stage of the survey
was rigorously maintained to assure the quality of all information collected.

       The following sections document specific quality assurance  steps taken in the survey.  Since the
verification of the Public Housing frame was discussed in detail in Section 5.4, it will not be discussed
further in this Chapter.


6.1     Measures to Enhance Response Rates

       In the national survey, as any survey, maximizing response rates is  critical to minimi Ting bias and
maintaining the  representativeness  of the data   Maintaining participation at the point of the home
inspections was particularly important because of the investment of effort  that was required to reach that
point.  Fallback options  in case of refusals were limited.  Choices available were simply to do without the
inspection, try to reschedule with a backup unit during the remaining time the team was in the county, or go
to the expense of sending another team back to the county when a backup inspection could be scheduled.

       For private housing,  efforts to ensure participation began with  in-person visits  to homes  for
screening purposes.  In  addition to the personal contact initiated by the interviewer, a letter from HUD
explaining the survey and verifying its legitimacy was left with the dwelling  unit respondent

       After dwelling units were  selected  from among the  eligible dwelling units, telephone calls were
placed to the residents.  The interviewers were trained to explain the survey and answer any questions or
concerns the resident might have. One indicator of the success of the household interviewing effort was the
interviewers'  ability to gain the residents' confidence  in the  survey and  their cooperation in providing
detailed room inventories.

       The telephone interviewer scheduled appointments for inspections to occur five to ten days after the
phone call.  Inspections were scheduled at times convenient to the respondents, resulting in some early
evening and weekend inspections.  Minimizing the delay between the call and the inspection reduced the
                                               6-1

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opportunity for the respondents to reconsider their agreement to participate.  The residents were informed
at the time of this call that they would receive a $50 incentive for allowing the home inspection.

      One day in advance of the inspection, the field interviewer called each dwelling unit to confirm the
designated time of the inspection.  Some minor rescheduling was done by the field interviewers during these
calls.


6.2    Quality Assurance for Questionnaire Data

      Training and Documentation.  Telephone and field interviewers received extensive training in the
content and administration of the various questionnaires used in the survey.  Complete documentation of all
data items and administration procedures was prepared for the training and retained as a reference by the
interviewers during data collection.

      Verification and Monitoring.  The Field Director verified the work of the field interviewers by
contacting participants after receiving the completed instruments. Telephone interviewers were regularly
monitored for correct administration of the questionnaire.

      Dwelling Unit ID. The dwelling unit identification number was designed to minimize error in data
collection and processing and to allow easy recognition by data handlers.  The first two positions of all IDs
indicated the county (01-30).  The third position was the assigned census block number (1 through 5 for
private housing, 6 for public housing).  The fourth and  fifth positions were the sequence number of the
dwelling  unit within the census  block (01, 02,  ...).   The sixth and seventh  positions  were computer-
generated control digits.


6.3    Quality Assurance for Home Inspection Data

      Customized Forms and Dwelling Unit Packets.  Laser-printed customized forms were used for
each dwelling unit room inspection. The form used, for example, to collect field measurements in the wet
room included a preprinted ID, room identification information, and specific sampling procedures for that
room. The dwelling unit packet contained only forms suitable for the dwelling unit, e.g., forms to collect
samples in common areas were only included for multi-family settings.  Adhesive labels preprinted with the
9-digit test sample number were included for all dust and soil samples.

      Telephone Verification.  Field supervisors from field operations headquarters  contacted a number
of inspected dwelling units to verify that the team had been there and acted appropriately.

      800 Number.  The survey contractor  maintain^ a 24-hour 800-number to receive calls from
interviewers and participants throughout the field period.  In addition, the interviewers had the direct home
and work telephone number for the Field Director.   Her home  phone was equipped with an  answering
machine and the work phone was backed up by a receptionist.  Every effort was  made to ensure that survey
staff were available to take interviewer calls during inspections.  This created the ability to provide rapid,
centralized resolution of field problems.
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6.4.    Quality Assurance for Environmental Samples

6.4.1   Quality Assurance for MAP/XRF Data

      Extensive quality assurance procedures were developed for use of the MAP/XRF in the national
survey for a number of reasons. MAP/XRFs were a relatively untested technology for the detection of lead
in paint, given the requirements of the National Survey. For example, Federal regulations define paint as
lead-based if lead content is 1.0 mg/cm2 or higher. The MAP/XRF was traditionally used to detect higher
loadings, such as might occur in a mining environment. Furthermore, mining substrates affected the field
measurements in a different way than common residential building material housing substrates. Second,
the MAP/XRF has software that interprets the spectrum reading and generates a  single reading.  This
software was developed shortly before the start of the survey field period. Thus, its evaluation and testing
prior to the field period were limited. There were some indications that the equipment would perform better
than other brands, based on testing by NIST, but there was still some uncertainty.  These concerns led to
the establishment of rigorous  before, after, and in-field procedures to track the performance of each
MAP/XRF used.

      Training.  The field technicians were trained by the MAP/XRF manufacturer in the correct use,
         and maintenance of the MAP/XRF.
      Baseline Validation Measurements. A detailed protocol was established to produce a baseline of
64 readings of different lead loadings on different substrate materials for each MAP/XRF used in the study.
The testing helped establish that each MAP/XRF was ready to be used in the field.

      Eight standards were developed to conduct the baseline validation measurements.  A standard
consisted of a small (3" x 4") plastic sheet (called a shim) painted with paint containing a known level of
lead and placed tightly  on  a piece of background material (called a substrate).  The shims used in the
national survey  were made by NIST.  There were four substrates of interest (common dwelling unit
building materials): wood, drywall, steel, and cement.  All substrates used in the construction of standards
had a smooth surface that allows the shim to be tightly and evenly affixed.

      Two different shims  were used.  One shim contained 0.6 mg/cm2 of lead, the other 2.99 mg/cm2.
The four substrates and two shims were layered to make eight test standards:

      1 .     0.6 mg/cm2 shim on wood substrate

      2.    2.99 mg/cm2 shim on wood substrate

      3.    0.6 mg/cm2 shim on steel substrate

      4.    2.99 mg/cm2 shim on steel substrate

      5.    0.6 mg/cm.2 shim on drywall substrate

      6.    2.99 mg/cm2 shim on drywall substrate

      7.    0.6 mg/cm2 shim on cement substrate

      8.    2.99 mg/cm.2 shim on cement substrate

      A set of these eight standards was assigned to each of the eight MAP/XRFs used in the study.  All
readings conducted with a specific MAP/XRF used only one set of standards.
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      Preparation of the MAP/XRF. Each MAP/XRF was delivered by the manufacturer with a fresh
Co57 source and fresh batteries.   Upon receipt from the manufacturer, each MAP/XRF  console was
initialized with the serial number of the MAP/XRF reader. Batteries were checked.  The radiation detector
was placed near the MAP/XRF during initial operation to establish that there was no radiation leakage.

      Conduct  of  64 Pre-Field Baseline Field Measurements and Data Transfer.   The quality
assurance test technician performed eight 60-second readings on each of the  eight  standards.   The
MAP/XRF readings were recorded on the XRF Baseline Reading Form.

      Conduct of 64 Post-Field Close-out Field Measurements . The above procedures were repeated in
full when an MAP/XRF was retired from the field, and before it was returned to the manufacturer.

      In-Field Readings. In a scaled-down procedure, one reading was taken on each standard (for a total
of  eight  readings) every  day that the MAP/XRF was in the field and in use.  This practice  had  the
additional benefit of helping detect machine drift and malfunction.  Technicians were instructed to call their
supervisor if readings varied from original  baseline readings by over 30 percent.  The MAP/XRFs were
designed so that they could  be calibrated only by the  manufacturer. Field technicians could not calibrate
the devices.  The procedure also helped detect if batteries had become low and needed replacement.

      In-field MAP/XRF Quality Assurance Procedures.  In addition to the MAP/XRF quality control
procedures described above, technicians were instructed to observe the development of the spectrum on the
MAP/XRF console display.  An experienced technician could tell by the spectrum display if a MAP/XRF
was acting irregularly. Additionally, technicians installed fresh batteries in the MAP/XRF after arriving in
each county.  The technicians were instructed to handle equipment gently and to store it within a specified
temperature range.

      Calibration of MAP/XRF.  It is not possible  to perform in-field calibration of the MAP/XRF as
was possible with direct read MAP/XRFs.  The only remedy available in the case of a mis-calibrated XRF
was to return the MAP/XRF to the manufacturer for repair.  This occurred once.

      The in-field QA readings were not used by the technicians to adjust this field measurement.  Rather,
the raw field measurements were recorded.  During the data analysis, the QA readings were used to develop
recalibrated measurements.  This analysis is described in Appendix H, Chapter 3.

6.4.2  Quality Assurance  for Dust and Soil Samples (Field and Laboratory)

      Field Quality Assurance Measures

      Dust  and Soil Sampling  Protocol.  The protocols used in the national survey were carefully
designed and pretested.   Once the protocols were  finalized, the  survey contractor prepared  detailed
instructions for the  identification of, and administrative controls  for,  handling the samples.  During the
actual data  collection phase, the field  technicians  followed procedures  provided  by the laboratory
contractor.  The four-day training session for the field teams held at the survey contractor's headquarters
ensured comprehensive instruction and practice in the protocols, as well as consistent understanding  and
application of them by  all the team members.  A video was made of the training  so additional or
replacement inspectors could be trained at a later date with equal thoroughness and consistency.

      Sample Custody Procedures. All samples were labeled with pre-printed labels using a standard
numbering scheme.  For  example, the dust sample taken inside the main entry to the  unit was always
number 61.  This helped minimize recording and handling error. The labeling of each sample by the field
technician was checked by the field interviewer.  All samples were carefully logged as they were collected.
All were accompanied by a separate transmittal sheet (chain-of-custody  form) whenever they were shipped.
                                              6-4

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Copies of logs and transmittal sheets were submitted to the Field Director for entry into the tracking
system. The survey contractor and laboratory contractor devised a joint system for test sample custody to
ensure the integrity and location of all samples at all points in time. All contractors and testing laboratories
utilized the survey contractor's  sample numbering system,  which was designed  to  accommodate the
inconspicuous numbering of control samples inserted by the laboratory contractor.

      Prevention of Contamination of Dwelling Units and Samples.   There was  concern that the
inspection team might bring lead into the home. Of even greater concern was the possibility that the team
members would introduce dust from a consistent non-dwelling unit source, e.g., the floor of their car. A
number of measures were employed to help minimize this problem.  Each team member put paper slippers
over bis or her shoes before entering the dwelling unit  Team members wore rubber gloves during the
inspection.  The technician discarded his gloves after he took each dust and soil sample,  replacing them
with new ones.  He replaced the dust sampling  vacuum nozzle with a clean one after  collecting each
sample. He cleaned the corer, inside and out, after each soil sample.

      Quality Assurance for field Equipment and Supplies.  Efforts were taken to ensure that the
equipment or supplies themselves did not introduce lead contamination. Wet wipes used to clean soil
sampling equipment were tested for lead. Shavings from the soil sampling equipment, including the painted
handle, were tested. Particular caution was observed in testing supplies that technicians were expected to
purchase while in the field, e.g., wet wipes, plastic bags, etc.  Several brands of plastic bags and wet wipes
were tested to ensure that commonly available brands would not introduce any lead contamination.

      Laboratory Quality Assurance Measures

      Quality Control Samples.  In coordination with the survey contractor, the  laboratory contractor
systematically introduced spikes and control samples among the soil and  dust samples from each dwelling
unit.  To prevent detection of the control sample by laboratory technicians, the survey contractor prepared
a mid-sequence sample ID label for each batch of field samples from a single dwelling unit.  This label was
sent along with the unit's samples to the laboratory contractor, who affixed it to a control sample that was
transmitted to the lab along with rest of the samples.

      Intra-Laboratory Quality  Assurance.   Techniques included analytical  replicates, instrument
performance testing,  and the use of quality control samples.  Careful sample custody procedures were
observed throughout the survey. Details are provided in MRI's Dust and Soil Analysis Report.


6.5    Software Quality Assurance for Data Preparation and Analysis

      100 Percent Verification of Keyed Data.  All data that required key entry were  subject to 100
percent re-keying.  Any discrepancies uncovered in this process were  immediately investigated and
resolved.  The re-keyed data was again subjected to 100 percent re-keying to ensure that errors were not
introduced during the course of making the correction.  The keyed data included the  responses on the
household questionnaire, the household data collected during the site visit, the painted surface inventory
from  each sampled interior room,  exterior wall,  common area room, and playground.   Dimensions of
vacuumed areas were keyed, as were ID numbers for each dust and soil sample collected.

      The complete data base resulted from the merger of the household questionnaire data  (telephone),
additional household and painted surface data, plus test results that were  provided  on diskette from
laboratories.  The data and test results were submitted to  computerized range and logic checks.  All
discrepancies and out of range values (e.g., no wet room data or extreme field measurements  for sampled
component) were investigated and resolved.  The system developed to verify data remained stable and no
systematic problems were encountered.
                                               6-5

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      Bar Code IDs.  To minimize key entry error, ID labels on soil and dust samples were printed as bar
codes. The testing laboratories passed a bar code reader over the label to pick up the ID number. The bar
code incorporated a "check digit" to help assure the accuracy of the bar code reader.


6.6     Calculation of Sample Weights

      This section presents a description of the calculation of the sampling weights. In a complex survey
it is necessary to apply sampling weights  to each completed case.27 A dwelling unit's  sampling weight is,
roughly, the number of pre-1980 dwelling units nationwide represented by the inspected unit.  Sampling
weights  were calculated  independently  for public  and private housing, using  similar methodology.
Sampling weights were calculated in this survey for two major reasons.

      First, there was  disproportionate sampling in the six design strata; multi-family  dwelling units were
sampled at about twice the rate as single family units (see Tables 3-2  and 3-3).  Weights were therefore
necessary to produce  unbiased estimates.  These  initial  weights are the  ratios of the numbers in
corresponding cells in Tables 3-2 and 3-3.

      Second, the initial weights were often  adjusted to  balance  differences  in nonresponse  and
noncoverage.  There were significant differences in the response rates in identifiable groups of this sample.
Specifically, homes with children under age seven were over represented in the private housing sample.
While these homes represent 18 percent  of the nation,  they represent  32 percent of the private housing
sample.  In addition,  the regional distribution  of the  sample is disproportionate.   The South is over
represented while the  West and Northeast were underrepresented.  The private housing weights were
therefore adjusted so that  the estimated numbers of dwelling units with children under age seven  would
agree with the estimate in the 1987 American Housing Survey (AHS) (13,912,000 units), and so that the
estimated numbers of dwelling units in each of the four census regions also would agree with the AHS's
estimates.  These two adjustments were not necessary for public housing sampling weights.  However, the
public housing weights were adjusted so that the estimated number of family housing units in each of the
three construction year strata would agree with HUD's counts.
2*7
  Ksh, L. (1965), Survey Sampling, (New York: John WUey and Sons), Chapter 11.
                                               6-6

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                               7.  LEAD-BASED PAINT DATABASE


      This chapter provides a general description of the analytical data files developed and used for the
National Survey of Lead-Based Paint in Housing. More detailed documentation, including file layouts and
definitions of all variables may be found in the Westat report, Documentation of Analytical Data Files.
These analytical data files have been used in the preparation of the Comprehensive and Workable Plan for
the Abatement of Lead-Based Paint in Privately Owned Housing: Report to Congress.  They have also
been used in the analysis of the survey data as reported. The nine analytical data files are:

      Occupant File
      Interior Components File
      Exterior Components File
      Soil/Dust File
      Common Areas File
      Dwelling File
      MAP/XRF Maximum File
      Reading File
      Soil/Dust/Paint (SDP) Files

      These analytical data files were developed from information recorded on the data collection forms
and the telephone questionnaire. The eight forms used in the survey are:

      DU Form                             Dwelling unit form.  Contains data on dwelling unit
                                           occupant, and the purposive MAP/XRF data

      Interior Observation Form              Contains data on the painted component, substrate, and
                                           MAP/XRF data for interior surfaces

      Exterior Observation Form             Contains data on the painted component, substrate and
                                           MAP/XRF data for exterior surfaces

      Common Area                        Contains data on the painted component, substrate, and
      Observation Form                     MAP/XRF data for common area surfaces

      Common Area Collection               Contains data on playground equipment, common hall,
      Form                                and MAP/XRF data

      Common Area Inventory               Contains inventory data on types/existences of common
      Form                                areas in muM family buildings

      Soil/Dust Sampling Log                Contains data on soil/dust sampling (area sampled,
                                           sample location)

      Telephone Questionnaire               Contains data on dwelling, occupant, and interior
                                           rooms

      Copies of the blank data collection forms are provided in Appendix B of this document.  Table 7-1
provides a cross reference of the analytical data files and the data collection forms from which data were
extracted.
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             TABLE 7-1
SOURCES OF DATA IN ANALYTICAL DATA FILES
Data Collection Form
(Source of Data)
DU (Dwelling Unit)
Interior Observation
Exterior Observation
Common Area Observation
Common Area Collection
Common Area Inventory
Soil/Dust Sampling Log
Telephone Questionnaire
Analytical Data File
Common
Occupant Interior Exterior Soil/Dust Areas
X
X
X
X
X
X
X
X
Dwelling
X
X
X
Reading
X
X
X
X
X
X
X
Soil/Dust
Paint
X
X
X
X
X
X
X
X

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      Occupant File

      One data record was developed for each dwelling unit occupant.  It contains information on the
occupant's age, sex, and race. These data were derived from the Telephone Questionnaire Form for private
housing, and from the back of the Dwelling Unit Form for public housing.

      Interior Component File

      The interior  rooms were classified as either a wet room or a dry room according to the presence or
absence of plumbing in the room.  One wet room and one dry room were randomly selected. All painted
surfaces in each of the two rooms were identified and quantified; the substrate surfaces identified, the
condition of the paint and substrate surfaces noted.  Quantification of the painted surfaces by the inspection
team was accomplished in different ways for different architectural components. For example, ceilings
were quantified by recording their length and width, and walls  by their length and height.  Trim was
recorded by length. Components such as doors, windows, fireplaces, and closets were quantified by their
number.

      If a room was a kitchen, bathroom, laundry, or utility room then it was classified  as a wet room,
otherwise it was classified as a dry room.  If the room type could not be determined, then it was classified
as a dry room.

      There was one record for each painted architectural component in an interior room. These data were
obtained from the Interior Observation Form.  There was a total of 29 different architectural components
possible for an interior room, including such items  as ceiling, wall (separate components for each of four
walls), metal window trim, nonmetal crown molding, and fireplace.  Components which could not be
assigned to one of the 29  categories were placed in  an "other" category.  There can be up to 60 records of
this type for a single dwelling unit.

      One complex derived variable in this file is COMP_QTY, the computed area of the painted surface
for the architectural component.  The following calculations were performed to obtain this variable using
the raw data collected for the interior room.  The basic unit of measurement is the foot.

      Architectural                              Method for
      Component	Calculation of' COMP  OTY1

      Air/heat vents                  Calculate area as number of air/heat vents multiplied by
                                     representative area for such systems of 1 square foot
      Baseboard trim                 Calculate area as length multiplied by representative
                                     width of such trim of 1/3 foot (4 inches)
      Cabinets                       Calculate area as number of cabinets multiplied by
                                     representative area of 6.25 square feet
      Ceiling                        Calculate total area as product of length and width
      Closets                        Calculate area as number of closets multiplied by
                                     representative area of 19 square feet
      Crown molding                 Calculate area as length multiplied by representative
                                     width of such molding of 7/12 foot (7 niches)
      Door systems                   Calculate area as number of door systems multiplied by
                                     representative area for such systems of 17 square feet
      Door trim                      Calculate area as length multiplied by representative
                                     width of such trim of 1/3  foot (4 inches)
      Fireplaces                      Calculate area as number of fireplaces multiplied by
                                     representative area of 16 square feet
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      (continued:)
      Architectural
      Cc
      Floor
      Other
      Radiators

      Shelf

      Stair trim

      Wall



      Window sill

      Window system


      Window trim
            Method for
        Calculation of' COMP
Calculate total area as product of length and width
The area of this undefined architectural component is
set equal to recorded value for component, assuming a
unit area of 1 square foot or width of 1 foot
Calculate area as number of radiators multiplied by
representative area of 8 square feet
Calculate area as length of shelf multiplied by
representative width of 1 foot
Calculate area as length multiplied by representative
width of such trim of 5/6 foot (10 inches)
Calculate total area of wall from product of recorded
height and width, then subtract 19 square feet for each
doorway in the wall, 13 square feet for each window,
and 16 square feet for each fireplace
Calculate area as length multiplied by representative
width of such sills of 1/3 foot (4 inches)
This item refers to the casing around the window.
Calculate area as number of window systems multiplied
by representative area of 5 square feet
Calculate area as length multiplied by representative
width of such trim of 1/3 foot (4 inches)
      The substrate category variable (SUB_CAT) takes on one of four code values depending upon the
identified architectural component:

      = 1 for walls, ceiling, or floor
      = 2 for metal substrate surfaces
      = 3 for nonmetal substrate surfaces
      = 4 for shelves, cabinets, fireplaces, closets, and "other1 components

      There are 0,1, or 2 nonmissing field measurements for each of the above four values of SUB_CAT
in each inspected dwelling unit.  For each value of SUB_CAT (each architectural component stratum)
within a room, the average of the nonmissing values was computed.  This average was then applied to each
component in the room with the same SUB_CAT value (i.e., in the same stratum) that had no recorded field
measurement. This imputation was repeated for all interior rooms and exterior walls in the sample.  The
following is a hypothetical example of this procedure:

      MAP/XRF data as read for a wet room in a single hypothetical dwelling unit:

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Component
Walls, ceiling, floor:
Non-metal substrate:
Surface
Walll
Wall 2
WallS
Wall 4
Ceiling
Baseboard trim
Door trim

1
1
1
1
1
3
3
SUB CAT
(missing)
1.0
(missing)
0.8
(missing)
2.3
(missing)
MAP/XRF data


      The average value for the SUB_CAT=1 data in  this room  is 0.9,  and the average  for the
SUB_CAT=3 is 2.3.   The imputation procedure then yields the following data set for this wet room
example:
                                    Surface
                            SUB  CAT
      Walls, ceiling, floor
      Non-metal substrate:
Walll
Wall 2
WallS
Wall 4
Ceilin

Baseboard trim
Door trim
1
1
1
1
1
n 3
3
0.9
1.0
0.9
0.8
0.9
2.3
2.3
(imputed)

(imputed)

(imputed)


(imputed)
      The  variable XRF_VALU indicates whether the corresponding  XRF  data  value  is  actual
(XRF_VALU=1) or imputed (XRF_VALU=2).

      This data file contains both raw MAP/XRF field measurements, and recalibrated MAP/XRF
measurements adjusted for bias by surface component, as described in Appendix H, Chapter 3 of this
report. It is strongly recommended that the recalibrated MAP/XRF measurements be used in any analysis
work.

      Exterior Component File

      Quantification of the exterior component painted surfaces by the inspection team was accomplished
in different ways for different architectural components. For example, walls were quantified by recording
their length and height, and trim was recorded by length.  Components  such as doors,  columns, and
balconies were quantified by their number.

      There is one record for each painted architectural component  These data were obtained from the
Exterior Observation Form.  There is a total of 21 different architectural components possible for a unit
exterior, including such items as wall, metal window trim, nonmetal column, and porch.  There is  one
additional category "other" for components which can not be assigned to one of the 21 categories. There
can be up to 21 records for the exterior components for a dwelling unit.

      One complex derived variable in this file is COMP_QTY, the computed area of the painted surface
for the architectural component  The following calculations were performed to obtain this  variable using
the raw data collected for the exterior components. The basic unit of measurement is the foot.
                                             7-5

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      Architectural                             Method for
      Component	Calculation of COMP OTY1

      Balcony                       Calculate area as number of balconies multiplied by
                                     representative area for balconies of 24 square feet
      Column                       Calculate area as number of columns multiplied by
                                     representative area for columns of 20 square feet
      Door systems                   Calculate area as number of door systems multiplied by
                                     representative area for such systems of 21 square feet
      Door trim                      Calculate area as length multiplied by representative
                                     width of such trim of 1/2 foot (6 inches)
      Other                         The area of this undefined architectural component is
                                     set equal to recorded value for component, assuming a
                                     unit area of 1 square foot or width of 1 foot
      Porch                         Calculate area as number of porches multiplied by
                                     representative area for such systems of 5 square feet
      Railing                        Calculate area as length multiplied by representative
                                     width of railing of 5/6 foot (10 inches)
      Soffit/fascia                    Calculate area as length multiplied by representative
                                     width of such systems of 5/3 foot (20 inches)
      Stairs                         Calculate area as number of steps multiplied by
                                     representative area for such systems of 4 square feet
      Wall                          Calculate total area of wall from product of recorded
                                     height and width
      Window sill                    Calculate area as length multiplied by representative
                                     width of such sills of 1/3  foot (4 inches)
      Window trim                   Calculate area as length multiplied by representative
                                     width of such trim of 1/3  foot (4 inches)

      The substrate category variable (SU6_CAT) takes on one  of four code values depending upon the
identified architectural component:

      = 1  for walls
      = 2  for metal substrate surfaces
      = 3  for nonmetal substrate surfaces
      = 4  for porch, balcony, stairs, and 'other1 components

      There are 0,1, or 2 nonmissing field measurements for each of the above four values of STJB_CAT
in each inspected dwelling unit.  An imputation procedure was  used to develop field measurements for
components which had no direct field measurements.  This procedure is discussed in detail in the preceding
section.

      This  data  file  contains  both raw MAP/XRF field measurements,  and recalibrated MAP/XRF
measurements for bias by surface  component.  It is  recommended  that the recalibrated MAP/XRF
measurements be used in any analysis work

      Soil/Dust File

      There is one record for each soil and each dust sample taken.  Data in this file were derived from the
soil/dust sampling log and match-merged with the lab data file.
                                              7-6

-------
      Common Area File

      There are three types of common areas in the multi-family buildings:  common room, common hall,
and playground. The common room category includes laundry room, mail room, and similar types rooms.
A common room was examined using the same protocol as for a dry or wet room within a dwelling unit.
The common hall category indicates a hallway adjacent to the entrance to an apartment.  The playground
category includes playground equipment outside of the apartment building.

      There is one record for each painted architectural component. These data were obtained from the
Common Area Observation Form, the Common Area Inventory Form, and the Common Area Collection
Form. For a common room, there is a total of 29 different architectural components possible, including
such items as ceiling, wall (separate components for each of four walls), metal window trim, nonmetal
crown molding, and fireplace.  There is one additional category "other" for components which cannot be
assigned to one of the 29 categories.

      One complex derived variable in this file is COMP_QTY, the computed area of the painted surface
for the architectural component. Calculations are performed to obtain this variable using the raw data
collected for the common areas.   The basic  unit of measurement is  the  "foot" for  common room
components. Refer to the previous section "Interior Component File" for definitions of COMP_QTY if the
common area is a 'room'. For the two other types of common areas, the following definitions are used:

      For playgrounds, COMP_QTY = number of pieces of equipment
      For common hall, COMP_QTY = 1

      For an  adjacent  hallway (COMPON=51) and the EXISTS variable =  "1", then the  variable
COMP_QTY is computed assuming an average of 80 square feet of painted hallway walls and ceiling per
apartment (floors are not usually painted).

      If PUBLIC=0 (private housing) Then COMP  QTY=80*CI6NEW
      If PUBLIC=1 (public housing) Then COMPjQTY=80*FAMILYU

      otherwise COMP_QTY=0

      The variable CI6NEW is the number of dwelling units in building for private housing. The variable
FAMILYU is the number of family units in a public housing unit

      The substrate category variable (SUB_CAT) takes on  one of six code values depending upon the
identified architectural component:

      = 1 for walls, ceiling, or floor in a common area room
      = 2 for metal substrate surfaces in a common area room
      = 3 for nonmetal substrate surfaces in a common area room
      = 4 for shelves, cabinets, fireplaces, closets, and 'other* components in a common area room
      = 5 for playground equipment
      = 6 for common hall

      For common area rooms, there are 0, 1, or 2 nonmissing field measurements  for each of the above
values of SUB_CAT (1, 2, 3 or 4) in each inspected dwelling unit. An imputation procedure was used to
develop XRF measurements for components which had no field measurements.
                                            7-7

-------
      For common area halls and playgrounds, the imputation procedure was not needed.  For these areas,
XRF_VALU=1 for nonmissing field measurements, and MAP/XRF_VALU=2 for missing MAP/XRF field
measurements.

      This data file contains both raw MAP/XRF field measurements, and MAP/XRF measurements
recalibrated for bias by surface component.   It is recommended that the  recalibrated  MAP/XRF
measurements be used in any analysis work.

      Dwelling File

      This data file contained one set of data for each dwelling unit.  The records were developed from the
Telephone Interview Questionnaire and the Dwelling Unit Form.  Because certain fields contained were
meant only for renters, this data file contained some variables only pertinent to renters. Similarly, variables
related to market value of the dwelling unit only contain data if the occupant was the dwelling unit owner.
There also are variables identifying the age and race of the youngest occupant of the dwelling unit.  They
were obtained from data in the Dwelling Unit Form.

      MAP/XRF Maximum File

      This data file contained one record of corrected MAP/XRF measurements for each dwelling unit.

      There  were two MAP/XRF  type variables  in  this data file.  One type contains the  maximum
corrected measurement (i.e.,  corrected measurement) by  location (exterior, interior, common  area,
playground, and entire dwelling unit).  The other type was a corrected MAP/XRF measurement for the
entire dwelling unit adjusted for MAP/XRF bias and incomplete sampling in a dwelling unit.

      Reading File

      This data file contained one set of data for each painted architectural component.  They contained
interior, exterior, and common area data and represent a convenient composite data set of information from
the interior,  exterior, and common area  data files.  The  reading files  also contained the  purposive
MAP/XRF data obtained from the interior and exterior surfaces of the dwelling unit.

      Soil/Dust/Paint File

      This data file contained one record for each dwelling unit. The data set contained separate variables
for the dust on the wet and dry room floors, on window sills, and in window wells. There also are variables
for the estimated area of intact and nonintact (damaged or peeling) paint in the rooms and on exterior walls.
Some of the variables are  quantitives while others are flags, e.g., denote the presence or absence of lead-
based paint in die wet room.

      Certain variables were assigned a minimum value of  0.025.  That is, if the value was less  than
0.025, then it was set to 0.025. The variables thus adjusted are DSTWTjxx and MAP/XRF_xxx, where
xx and xxx denote suffixes defining  sample location (e.g., 'WS1 for window sill and 'DRY1 for dry room).
This adjustment was made before the natural logarithm  of the variable was taken.  Therefore, the minimum
natural logarithm for these variables  is ln(0.025) or -3.6889.

      XRF Adjustments to Eliminate Substrate and Instrument Bias

      The  recalibrated XRF measurements were  obtained from the  field measurements  using the
methodology  described in Appendix  n,  Chapter 3.   Four equations were used to correct the  field
                                              7-8

-------
measurements for substrate bias and for the specific MAP/XRF machine used. The four substrates are:
wood, steel, drywall, and concrete. The equations have the form:

      XKFA = constant + XRFCoeFXRF + DateCoef*daysince

        where
       XRFA     is the recalibrated measurement (mg/sq cm)
       XRF     is the field measurement (mg/sq cm)
       daysince  is the number of days from 2/2/90 (the date of beginning of data collection) to the date
that the measurement was taken

      Values of'constant1, 'XRFCoef, and 'DateCoef are listed in Table 7-2 for the different MAP/XRF
machines and for the four substrates.
                                        TABLE 7-2
                        COEFFICIENTS FOR XRF BIAS ADJUSTMENTS
      Serial

       32
       34
       35
       36
       37
       38
       39
       41
       32
       34
       35
       36
       37
       38
       39
       41
       32
       34
       35
       36
       37
       38
       39
       41
       32
       34
       35
       36
       37
       38
Substrate

  2
  2
  2
  2
  2
  2
  2
  2
  1
  1
  1
  1
  1
  1
  1
  1
  4
  4
  4
  4
  4
  4
  4
  4
  3
  3
  3
  3
  3
  3
Constant

0.57926289
-0.94722461
-2.38953999
-1.02852647
-0.92737469
-2.88539502
-0.98324686
-0.31665053
0.57728690
0.51080053
0.57764705
0.57789670
0.23897089
0.58492849
0.42144247
0.09328605
0.54396423
0.56782847
0.54346480
0.56921937
0.54754401
0.57533900
0.55145354
0.56350756
0.56839751
0.57154194
0.57302341
0.16940757
0.23107495
0.58393402
XRFCoef

0.61607564
1.07477134
1.98292590
1.05800227
1.23514212
2.00489039
1.12735849
1.33451777
0.67478026
0.77666059
0.68420416
0.69770523
0.88792570
0.70808139
0.75301015
1.46462396
1.66475841
1.41289116
1.73049289
1.55457732
2.25471698
1.15860912
1.48596447
0.86731876
0.93887384
0.82130029
0.80144343
0.82195767
0.91864190
0.75480287
DateCoef

0.00060991
0.00106402
0.00196310
0.00104742
0.00122279
0.00198484
0.00111608
0.00132117
0.00066803
0.00076889
0.00067736
0.00069073
0.00087905
0.00070100
0.00074548
0.00144998
0.00164811
0.00139876
0.00171319
0.00153903
0.00223217
0.00114702
0.00147110
0.00085865
0.00092949
0.00081309
0.00079343
0.00081374
0.00090946
0.00074725
                                           7-9

-------
     (continued:)

     Serial       Substrate       Constant           XRFCoef          DateCoef

      39          3           0.33891181         0.79428126         0.00078634
      41          3           -0.31529249        1.49587482         0.00148092

     The four substrate categories used in the bias adjustments are determined from the observed
substrate as follows:

            Observed Substrate	Substrate for Bias Adjustment

            "PLASTER"                          DRYWALL
            "GYPSUM (DRYWALL)"                DRYWALL
            "CONCRETE BLOCK"                  CONCRETE
            "CONCRETE CAST"                   CONCRETE
            "CONCRETE, PRECAST"                CONCRETE
            "BRICK"                             CONCRETE
            'WOOD PANELING"                   WOOD
            "WOOD, SMOOTH"                    WOOD
            'WOOD, ROUGH"                      WOOD
            "WALLPAPER"                       DRYWALL
            "OIL CLOTH"                         DRYWALL
            "CERAMIC TELE"                      DRYWALL
            "METAL, SMOOTH"                   STEEL
            "METAL, ROUGH"                     STEEL
            "WAINSCOT"                         STEEL
            "STONE"                            CONCRETE
            "VINYL SIDING"                      WOOD
            "ALUMINUM SIDING"                  STEEL
            "SHINGLE, WOOD"                    WOOD
            "SHINGLE, ASBESTOS"                DRYWALL
            "STUCCO"                           CONCRETE
            "CEILING TILE"                       DRYWALL
            "LINOLEUM"                         WOOD
            "FIBERGLASS"                        WOOD

     Paint Damage

     The amount of paint damage (as a percentage) was estimated from recorded categories for paint
condition on architectural components as follows:

     Recorded                          Estimated
     Paint Condition Code	   Paint damage percent

     "1" (All paint intact)                      0
     "2" (Up to 10 percent not intact)             5
     "3" (10-25% not intact)                    17.5
     "4" (Over 25% not intact)                  35
     "5" (Wallpaper)                          0
     "6" (No paint)                           0
     "9" (Not ascertained)                      0
                                      7-10

-------
            APPENDIX A




SOIL AND DUST SAMPLING PROTOCOLS

-------
                        SOIL AND DUST SAMPLING PROTOCOLS


      The  following protocols were established by MRI  Laboratories  in  January  1990 as
documented in the MRI final report titled Analysis of Soil and Dust Samples for use in the
National Survey of Lead-Based Paint  in Housing.   The first protocol concerns dust sampling
procedures.  The second concerns soil sampling. These protocols provided detailed instruction for
Survey inspectors.  In addition to written instructions, MRI  provided in-person training for the
inspectors.

       Household Dust Protocol

      The following protocol is for the sampling of household dust for lead (Pb).  This protocol is
intended to allow for the sampling of a representative sample of surface dust on most surfaces
including heavy carpet.  The dust thus collected will be used for the determination of the surface
loading of Pb in households.

      Sampling Equipment

      1.    Pump - Gast rotary-vane vacuum pump operated  at approximately 16L/min. with the
           sample cassette attached.

      2.    Sample Cassette - Gelman GN-4, 37mm, mixed cellulose ester (MCE) filter cassettes
           (O.Sum pore size) connected to the vacuum pump via thick walled Tygon tubing.

      3.    Pick-up Nozzle - Teflon pick-up nozzle  ("Blue Nozzle") designed and  supplied by
           MRI.

      4.    Template -1 Sq.Ft. template for defining the sampling area. Alternately, an area can
           be sampled and then measured to determine the actual sample area.  This number is
           very important because surface loading of lead can only be determined if the sampling
           area is known.

     5.     Miscellaneous equipment - Tape to seal and mark the cassettes, a small screwdriver
           for prying loose jammed cassettes, a marking pen, 1-qt and 1-gal ziplock plastic bags,
           plastic trash bag, vinyl gloves (powderless), sampling data forms, sampling traceability
           forms, shoe covers, steel measuring  tape.

     Sampling Procedures

      1.     Place your shoe covers on when entering the front door to prevent contamination of
          sampling areas.
     2.
      Place the template over the area of interest or define the area to be sampled in some
      fashion (e.g., a window sill top surface).

3.     Holding the nozzle with the open cassette upright, turn on the pump.

4.     Vacuum the area of interest in overlapping passes first left to right over the entire
      area  and  then front to back over the entire area.  Care should be taken to hold the
      nozzle level to the surface and move the nozzle at a steady rate. If the nozzle becomes
      stuck, twist loose and continue. Do not turn off pump.
                                         A-l

-------
      5.    Jurn the nozzle back upright and then turn off the pump.

      6.    Continue holding the nozzle upright and remove the cassette gently being careful not
           to allow dust to spill from the cassette.

      7.    Place the top back on the cassette and insert the colored plugs back into the small
           holes on the cassette.

      8.    Tape the cassette over the long axis being certain to tape down both small plugs in the
           process.

      9.    Label the cassette and bag with additional label for shipment.

      10.   If multiple areas are being done with a  single cassette, do not turn off the vacuum
           between areas but hold the cassette upright as you move from one area to the other.

      Also note that you should change nozzles when you change cassettes to collect a new sample.

       Soil Sampling Protocol

      The following is for the sampling of soil for lead.  This protocol is intended to allow for the
sampling of a representative sample of soil around the dwelling unit

      Sampling Equipment

           Corer

           Lab Approved Wet Wipes

           Latex Gloves

           Plastic Sampling Bags

           Sampling Data Forms

           Sampling Traceability Forms

           Plastic Trash Bags

     Sampling Procedures


           •     The technician will always wear the latex gloves when taking soil samples.

           •     The technician will change gloves after each composite soil sample is taken.

           •     It is important that the technician always use the wet-wipes that are approved
                by MRI labs.


           •     When using wet-wipes, always wipe in one direction.


           •     Never reuse a wipe unless the  contaminated or dirty side of the wipe is folded
                to the inside.
                                          A-2

-------
      •     Clean hands (gloves) with a wipe before and after the decontamination process.

      •     Hie technician will insert core into ground approximately 10 centimeters.

      •     The  technician will put  the three core sub-samples  in  a  plastic bag (one
            composite sample) and hand it to the team leader who will double bag  the
            sample, and attach the label to the inside bag.

      •     The technician will clean  the core with a baby wipe after each composite  soil
            sample is taken.

      •     The  technician will note the location of the  sample,  and make remarks
            regarding exceptions to normal procedures on the Sampling Data Forms.

      •     If soil samples cannot be taken as outlined in the procedures, use the following
            guidelines: If there is soil within twenty-five (25) feet of the sampled building,
            take a soil sample at the location and treat it as a remote sample.

Below are the procedures to follow to insure that the equipment is decontaminated.

After each composite soil sample is taken, the technician will

•     Clean hands (gloves) with wipe,

•     Clean the plunger,

•     Wad a wet-wipe into the sample tube, starting in the bore and using the plunger to
      push the wipe through the tube,

•     Remove the wipe from the tube, if the wipe is dirty, repeat the second and third steps
      and continue until the wipe comes out of the plunger clean,

•     Clean the external part of the bore with a wipe, and

•     Clean hands (gloves) with wet-wipe and dispose of gloves in plastic trash bag.
                                     A-3

-------
   APPENDIX B




SURVEY MATERIALS

-------
                    TABLE OF CONTENTS

                                                        Page
SEGMENT MAP	  B-l
EXAMPLE OF A STETCH MAP	  B-2
LISTING ROUTE FORM	  B-3
MAIN LISTING SHEET	  B-4
SPECIAL INSTRUCTIONS FORM	  B-5
INTRODUCTION LETTER, VERSION 1	  B-6
INTRODUCTION LETTER, VERSION 2	  B-7
SCREENER	  B-8
CONTACT RECORD	  B-ll
PRIVATE HOUSING QUESTIONNAIRE	  B-12
IN-PERSON CONTACT RECORD	  B-19
INFORMED CONSENT RELEASE AND WAIVER	  B-20
RECEIPT	  B-22
DWELLING UNIT FORM	  B-23
INTERIOR OBSERVATION FORM	  B-25
EXTERIOR OBSERVATION FORM	  B-26
SOIL AND DUST SAMPLING LOG	  B-27
COMMON AREA INVENTORY	  B-29
COMMON AREA OBSERVATION FORM	  B-30
COMMON AREA COLLECTION FORM	  B-31
CONTACT RECORD	  B-32
LETTER REQUESTING RESULTS	  B-33
TRANSMTITAL FORM	  B-34
                             11

-------
           TABLE OF CONTENTS (continued)
SAMPLE LABELS FOR SOIL AND DUST	B-35



SURVEY MATERIALS CHECKLIST	B-36



XRF VALIDATION FORM	B-37



VALID CODES	B-38

-------
o.
   0"7
                                            GOOt»ii-_
     HDHBER OF DO'S,,
   VI




£,C
                                      S22HEHT RUBBER,
J?^L

-------
o.
Vrtj-v	*_>^u- ^. i^._
       NUMBER OF  DU'S_
                            a/
i  MUHH&K
                                                                                   ^
                                             B-2

-------
LISTING ROOTE  FORM



 Page 	 of 	
                          Seg

List All Streets in
the Order Traveled
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
fir
o • *•
Beginning
Intersection





















V
Ending
Intersection




















 B-3

-------
Listed by:
                                 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
                                   NATIONAL SURVEY OF LEAD-BASED PAINT IN HOUSING
                                                 MAIN LISTING SHEET
Page_
PSU *:	
Segment f:
o?
       pages
MAILING INFORMATION FOR SEGMENT
Name of City, Township, etc.:
Zip Code:	
(•)
OfflM
Us*
Only




















(b)
Unt
i
1
2
3
4
5
6
1
0
9
0
1
2
3
4
s
8
7
8
0
0
(c)
StfMtNanw




















W
HOUM
t




















(•)
Apt.
*




















«
DeicflpHofi or Location




















f
OCR.
Qtra.
i/i








f
1










(h)
Remirkt





















-------
                         SPECIAL INSTRUCTIONS
                         AND GENERAL COMMENTS
 SPECIAL INSTRUCTIONS:
GENERAL COMMENTS
                             B-5

-------
                                                             INTRODUCTION LETTER. VERSIC
^rcirc 0F THE ASSIST*""! SECPETABv
=00 POLICY DEVELOPMENT AND RESEARCH
       November 29, 1989
       Dear Resident:


            I would lite your help in an important national study.  The United
       States DeoartnEnt of Housing and Urban Development (HUD) is conducting a
       survey of'homes throughout the Nation to examine them for the possible
       presence of lead in paint,  dust,  and soil.   Unsafe levels of lead are
       associated with nany debilitating diseases,  particularly in children and
       unborn babies.  Public health officials know the dangers of lead
       poisonina but not the extent of the problem in our hones.  Congress
       mandated "this study of hones across America to learn just how widespread
       the problem of lead-based paint is in our country.

            Your home nay be randomly selected from among all hones in America
       for inclusion in this survey.   HUD has asJoed Westat,  Inc.,  a large
       statistical survey company,  to conduct the  survey.   This Westat
       interviewer wants to ask  you a few questions about your hone.  If  you are
       selected for the survey,  Westat will  schedule an appoinonent for the
       interviewer and a technician to visit your home again.  They will  measure
       painted surfaces for lead and will collect small samples of dust and soil
       from your home.   We don't know if  any measurable amounts of lead will be
       found.   The data for your home will be combined with data for many other
       homes across the Nation to estimate the extent of lead in American homes.
       Your information is totally  confidential  and will never be  associated
       with you individually.  If you wish,  you  personally may obtain the
       recoros of your test results.

            Your voluntary cooperation in this survey is essential.   Please take
       the time to cooperate with the survey staff  in their  questions and
       testing needs.   All survey staff carry picture identification authorized
       by HUD.

            Thank you for helping in  this effort to reduce the problem of lead
       poisoning in our country.  If  you  have  any questions  or concerns that the
       interviewer is unable to answer, please call Westat's National Field
       Director at 1-800-937-8284 or  call HUD at 1-202-755-4370.   (The HUD
       number  is  not  toll  free.)

                                          Very sincerely  yours,
                                          Ronald J. Morony, P.E.
                                          Director of Innovative  Technology
                                          Office of Research
                                          B-6

-------
~
'~                                 WASHINGTON. D.C. 20410
  /                                                      INTRODUCTION LETTER. VERSION 2
     November 24, 1989
     Dear Resident:


         I would lite your help in a study of importance to our Nation.   The
     United States Department of Housing and Urban Development  is conducting a
     survey of homes throughout the Nation to examine them  for  the possible
     presence of lead in paint, dust, and soil.  Unsafe levels  of lead are
     associated with many debilitating diseases, particularly in children and
     unborn babies.  Public health officials know the dangers of lead
     poisoning but not the extent of the problem in the environment.   Congress
     mandated this study of homes across America to learn just  how widespread
     the problem of lead-based paint is in our country.

         Your home has been randomly selected from among all heroes in America
     for inclusion in this survey.  The Department has asked Westat, Inc.,  a
     large statistical survey company, to conduct the survey.   A Westat
     interviewer wants to visit you to ask you a few questions  about your
     horns.  In addition, a technician will measure selected painted surfaces
     for lead, and will collect small samples of dust from your home and  soil
     iron the outside.  The survey team does not know if any measurable
     amounts of lead will be found.  The results for your home  will be
     combined with the results for many other homes across the  Nation  to
     estimate the extent of lead in American homes.  Your test  results are
     totally confidential and will never be associated with you individually.
     If you wish, you personally may obtain the records of your test results.

         Your voluntary cooperation in this survey is essential.   This study
     is very important to the public health of this country.  Please take the
     lime to cooperate with the survey interviewer and technician in their
    questions and testing needs.   All survey staff carry picture
     identification authorized by HUD.

         Thank you for helping in this effort to reduce the problem of lead
    poisoning in our country.   If you have any questions or concerns  that  the
    int&rviewer is unable to answer,  please call Westat*s National Field
    Director at 1-800-937-8284 or call HUD at 1-202-755-4370.

                                        Very sincerely yours,
                                        Ronald J.*MDrony, PT
                                        Director of Innovative Technology
                                        Office of Research
                                        B-7

-------
         	
OMB 2528-10372
Expirw August 31.1990
               U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
                                NATIONAL SURVEY OF
                            LEAD-BASED PAINT IN HOUSING
                          SCREENING QUESTIONNAIRE
                                Assurance of Confidentiality

 The intormanon you provide will be used tor research purposes only.  Your answers will be kept strictly
 confidential and protected from disetosyfe_as specified by the privacy Act of 1974 and as required by law. The
 informanon you provide will never be identified witti you or your family.
                                         B-8

-------
51.    Interviewer Verify that the OU address *
       ttat on tne label on back of questionnaire.

            1      Yes. address same
            2      Not same (Cornet HO)
 [Hand respondent HUD tetter) Hello, my name is _ . lam
 witriWestat. Wesat is assisting the U.S. Department of Housing
 and Urban Development (HUD) with a national housing survey
         to  coUect  information about  lead-based  paint in
                                                              S9.   Would you say the building s_.
                                                                        1    Lett than 10 yean, old (Code P10: end)
                                                                        2    10 to 29 years old
                                                                        3    30 to 49 years old
                                                                        4    At least SO years old or older
                                                                        8    Don't know
 housing.  I would like to  ask you a lew quesoons about your
 house.
S2.
SI
S4.
Is this  house/apartment  primarily a  residence  or
business?
     1      Business (Code P10: end)
     2      Residence
Is this a year-round residence or is it a vacanon home?

     1      Year-round residence
     2      Vacation home (Code P10: end)
How marry  apartments/dwelling  units  are  in  this
building?

     LJ_I_I_I  (S6)
     Enter number

     9998  Don't know
       S5.  Would you say that there are...
Q«f\ 1.
oiu. ir





uerview
1
2
3
4
e

1980- present
1960-1979
1940-1959
Prior to 1940
Dorrtknow






S11.    Do you own or rant?
             1     Own(S13)
             2     Rent (S13)
 S12.   Interviewer:  Is this an owner-occupied single family
        home?

              1    Yes (GotoSIS)
              2    No
                                                             S13.    Is this a condominium or cooperative?
                                                                          1
                                                                          2
                                                                        No (Go to S15) if own, then go to S16; if
                                                                            rentgotoSl4
                      4 or fewer units
                      5 units or more
                                                             S14.
 S£.    Interviewer Unit count B~
                  1 to 4 units
                  5 or more units
                                                              If your home is selected for the full survey, we will want
                                                              to visit and take dust and soil samples from common
                                                              areas. We  will  need  to  contact the  management
                                                              company or owners' assooaocTi about visiting in those
                                                              areas. Who should we contact?
                                                              Name:
57.    When was this building/home constructed?

           LI—I—I—I  (W1980 or later, code P10: end)
                         (If before 1980. S10)
           9998   Don't know
                                                              Address:
      SS.  Was it constructed in...

                1     1980 to present (Code
                2     1960-1979    (S10)
                3     1940-1959    (S10)
                4     Prior to 1940  (S10)
                8     Don't know
                                                                    Telephone:
                                                              area code
                                                    B-9

-------
   S15.  Interviewer Circle the correct code:
               1    PubBdyownad
               2    Privately owned
 S16.    Are there any children 6 years or younger living in this
         building/home?
              1      Yes (S19)
              2      No
              8      Don't know

 S17.    Are there any rules or regulations prohibiting children
         from living in this budding orrwghboiliood?

              1      Yes
              2      No (S19)
              B      Don't know

 S1B.    Do the rules prohibit adutts under the age of 50 from
         living  in this building or neignbomood?

              1      Yes (Code P10; end)
              2      No
              B      Don't know

 S19.    If we need to call  again, who should we contact?

         Name:
        Telephone:
        Homo:
             area cooe
        Other
             areacooe
S20.    When would be  a good  time to contact
        (above named person)?
        Days/Dates:

        Times:
Thank tne respondent tor time and parfinparq
                                                   B-10

-------
OMB * 2528-0137:35
                                                                                         Contact Record
                                                                    ID
                                                                    Interviewer Initials
Respondent:.
Address:_
                                          CONTACT RECORD
          Date
Time
Result
code
Con
 4.
 5.
 7.
 8.
9.
          In-Peraon Result Codes

          P1  •  No one home
          P2  -  Vacant
          P3  -  Would not answer aoor
          P4  -  Refusal
          PS  •  No aOult home
          pg  .  Language problem
          P7  -  Breakotf/Friendly/Revisit
          P8  «  Breakoff/Friendry
          P9  «  Comoieted saeener/inspecnon
          P10 -  Not eligible
          P11 -  Other
                                    Telephone Result Codes

                                    T1  • Ring, no answer
                                    T2  - Wrong number
                                    T3  - Language problem
                                    T4  - Callback needed
                                    T5  • Refusal to allow inspection
                                    T6  - Appointment rescheduled
                                    i f  m Appointment confirmed/
                                          call completed successfully
                                    TB  • Other
                                              B-ll

-------
                                HUD NATIONAL SURVEY OF
                              LEAD-BASED PAINT IN HOUSING

                            PRIVATE HOUSING QUESTIONNAIRE
                                           LABEL
INTRODUCTION:
May 1 speak to (	
                  (Screener Respondent)
My name is (_
                     j. I'm calling from Westat in Rockvflle. Maryland on behatf
of the U.S. Department of Housing and Urban Development. You may remember on _	        	
                                                                         (Date of Screener)
a Westat interviewer spoke with you or someone in your household concerning a national survey on lead-based
paint in housing. Do you remember that visit and the letter from HUD explaining the survey?
Have I reached (
 If Respondent Does Not Remember Visit Or Letter

	)at(	
                   (Telephone Nurnoerj
                                       (Address)
J?
                         TELEPHONE NUMBER CORRECT.,

                         ADDRESS CORRECT	
                                          ..  YES
                                             NO
                                          ..  YES
                                             NO  (TERMINATE
                                                 SHOW TO
                                                 SUPERVISOR)
                          If Respondent Remembers Visit And/or Letter

Your home was selected to be pan of this survey. At this time I have a few questions I would like to ask you. Let
me assure you that your answers wil be kept strictly confidential. The information you provide will be combined
in statistical form with similar information from across the country.  WhBe your participation is voluntary, your
cooperation is very important to the success of the survey.
                                          E Or COMnODfTUIJTY
 TIM IntarmMon you
 at
 yourtantty. Your
 mis
                     by law. TIM miminauon you
                        «uoy or •• raourad by INT,
                     m BUB >unwy vi
                                            B-I2

-------
                                                    Him Begun
                                                                               AM/PM
 I woutd Wke to verify one question from the interview to make sure we rBcadodtheWomaitoncorTBCfly?
                                                1.  How many u.i«tt«g UTOOT in thgfauJdmo?
1.

2.
            When was this buioTiig constructed?
                                                           Nicrar
                                                           DenttoK
                                               i_!_LJ_!
                                              DOIIT KNOW
      3.
     Was &
      4.    Would you say this building
19BOtOp™"°^
1STO-197B 	

1950-1959
1QdA.1QAp
1920*1939
1Q1Qnroariior
nnuTK-unw
1 (End interview)
	 2 (5)
	 a rs>
A fg)
5 (5)
• 6 (5)
	 7 (5)
	 8
                                             Lass than 10 years old.
                                              10 to 19 years old	
                                              20 to 29 years old	
                                              30 to 39 years old	
                                              40 to 49 years old	
                                              50 to 59 yean old	
                                              60 to 69 years old.
                                              At least 70 years old.
                                              DONT KNOW	
                                                                       01 (End interview)
                                                                       02
                                                                       03
                                                                       04
                                                                       05
                                                                       06
                                                                       07
                                                                       08
                                                                  	  98
I have a few other questions I would like to ask.
           How many stones are in the bidding, including the basement?
           greatest number of stones on top of each other.)
                                                               (If split level, count the
                                              Number of Stones

     6.    Does this building have central air conditioning?

                                              Yes	
                                              No	
                                                                    ....  1 (8)
                                                                    _  2
                                          B-13

-------
7.     Does this bufldlng have forced hot air heat?
                                     Yes.
                                     No.
8.     How many people live in this household?
                                     Number
9.    For each person, please tell me their age and sex?
                                  1
                                  2
                S«K
Raca
                                               11.
                                               12.
Sex
Ag.
                                                                       Rao*
10.   Would you piease tell me the race or ethnic background of (ask person no. 1; then person
     no. 2: etc.) Is he/she.
                READ UST AND ENTER CODE F OH RACE/ETHNIC BACKGROUND
                     01.  AMERICAN INDIAN OR ALASKA NATIVE
                     02.  ASIAN OR PACIFIC ISLANDER
                     03.  BLACK/AFRO AMERICAN (NON-HISPANIC)
                     04.  WHITE (NON-HISPANIC)
                     05.  HISPANIC
                     06.  OTHER
                     97.  REFUSED
                                 CHECKPOINT

               DOES NUIBSER OF PEOPLE IN 08 EQUAL THE NUMBER
               LISTED IN 09?  IN NO. RECONCILE.
                                  B-14

-------
 tt.    In the test six months, or less if you have recently moved to this address, have you or
       anyone in your household worked at any of the following jobs?
          READ LIST. AT THE FIRST YES ANSWER, CIRCLE 1 AND GO TO
          NEXT QUESTION.
      Paint removal Including scraping       Chamtaai plant work
        and sanding                        Glass work
      Building Demolition                  tad Simttar wort
      Welding                             Foundry wort
      Plumbing                            00 Refinery work
      Sandblasting                        Battery Manufacturing Plant work
      Autobodyworfc                      Other Lead-Retatod Industry work
      Salvage (La^ baltarias/nidiatora

                                       Yas	 1
                                       No	 2
                                       DONTKNOW	 8
 12.   In the last sac months, or iess if you have recently moved to this address, have you or
      anyone in your household participated in any of the following activities?
         HEAD LIST. AT THE FIRST YES ANSWER. CIRCLE 1 AND GO TO
         NEXT QUESTION.
      Removed paint from furniture in the house
      Palmed cars
      Painted bicycles
      Soldered pipes
      Soldered electronic parts
      Worked with stained glass
      Painted pictures with artists' paint
      Removed paint sanded or painted any pan of the house
13.   Do you own or rent?
                                       Yes	1
                                       No	2
                                       DONTKNOW	8
                                       Own	  1  (16)
                                       Rent	  2
                                    B-15

-------
 14.   What is the total monthly rent?
Ooflan
DONTKNOW 	


15. Which of the follcwmgcategonea best describes yc
-------
       19.   We need now to create a list of the rooms in your harm. A« I read the tet please tall me if sucha
            room exists, and If the room has ptumtotng. Also If the room has been added since the house or
            budding wn eonsBusad.

                                  ROOM NAME AND DESCRIPTION
'";* -
^
•••••v.x>.-.v s x
nOOHl'1
1. Partor/Sitting/Livino Room
2. D«/R«/F«niV/FI«*«^Gr«Room
3. Den/Rec/Farreiy/Ftorida/GreBRoom
4. Breakfast Room
5. Kitchen
6. Dining Room
7. Bathroom (Specify)
8. Bathroom (Specify)
9. Bathroom (Specify)
10. Bedroom (Specify)
1 1 . Bedroom (Specify)
12. Bedroom (Specify)
13. Bedroom (Specrfy)
14. Study/Office
15. Laundry/Utility Room
16. Other Room (Specrfy)
17. Other 3oom (Specify)
18. Other Room (Specify)
19. Other Room (Specify)
•• 'Ov>>5\ "-5 y^


1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
r "^tlTV.
-V ~ - s-tfes~
;r4e^-it
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
V>J\ v -.
"Ifflffu:
$$•*
1
1
1
1
1
i
1
1
1
1
1
1
1
1
1
1
1
1
1


v TOSfi^^^
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
n?N"
s"w
•^•X**''"
t?No-



















      19a.  Have any of these rooms bf»eo added since the original construction date?
'Addition: 1. Toultvi

        2. Cotncmooof pottti or pnge into eactOKd roan wtiieta a uicd for living piinxK.
                                           B-17

-------
                           srJon section of the survey.
The room inventory ends the i

A two member Westat team wffl visit your home to measure the paMad surfaces and take dust samples
in two randorrtyseiecaad rooms inside the house. The team w* also measure parted surfaces and tak»
soil samples outside.  Westatwilgive you «ty defers (SSOOO) to help compensate for your time and any
inconvenience.
At this time we wouU Oka to make an appoMment tor the vist to your home. We are scheduling the

visits beginning	   .
                    (Inspection Date)
                   What day and time wodd be convenient for you?

                   DATE	

                   TIME	
                                                            AM/PM
                     TRANSFER  APPOINTMENT  TIME  TO  BACK
                     COVER
                                            Time Ended
                                                                          AM/PM
                                        B-18

-------
OMB # 25284137:35
                                                               Control Log and
                                                      In-Person Contact Record
                                                                    ID
                                                                    Interviewer Initials
Respondent:.
Address:	
                                          CONTACT RECORD
          Date
Time
Result
 code
Comments
 6.
 7.
 B.
          In-Person Result Codes

          P1  =  No one home
          P2  =  Vacant
          P3  =  Would not answer door
          P4  -  Refusal
          PS  *=  No adult home
          P6  •=  Language problem
          P7  =  Breakoff/Friendly/Revisit
          P8  =  Breakoff/Friendly
          P9  «=  Completed screener/inspection
          P10=  Not eligible
          P11 -  Other
                                    Telephone Result Codes

                                    T1 =  Ring, no answer
                                    T2 =  Wrong number
                                    T3=  Language problem
                                    T4*  Callback needed
                                    T5-=  Refusal to allow inspection
                                    T6«=  Appointment rescheduled
                                    T7=  Appointment confirmed/
                                         call completed successfully
                                    TB-=  Other
                                                B-19

-------
                                                                                    WAIVER
OMB #2528-0137:6

                                                                       10:
                      U.S. Department of Housing and Urban Development

                        National Survey of Lead-Based Paint in Housing

                 INFORMED CONSENT RELEASE AND WAIVER FOR RESIDENT


       Westat, inc. is conducting a nationwide study to assess the presence of lead in painted surfaces
and dust and soil of dwellings in the United States. This study is being conducted for the U.S Department
of Housing and  Urban Development (HUD) to help develop a strategy to reduce the nsk of lead-based
paints in homes.

       Your home has been randomly selected for possible participation in this study. Your participation
in the study is entirely voluntary.  You may refuse at any time to allow the employees to perform the tests.
The information gathered about your home and information about this study will be provided via certified
mail to you free of charge.  All information wfll be handled in confidence.  Other than information provided
to you about your dwelling, information will be reported only as group statistics and not by name or
address.  You may call (800) 937-8284 in regard to this study, its results, or your particular dwelling.  You
will be provided with a HUD pamphlet with information regarding lead-based paint in dwellings.

       I/WE  consent to have my/our dwelling entered  by representatives of Westat to measure the
existence and amount of lead, if any. in the paint present on the interior surfaces, walls, doors, moldings.
floors, baseboards and attached fixtures, such as cabinets and bookcases;  in interior dust; and to  have
exterior surfaces, including the soil surrounding the dwelling, sampled.

       I/WE  understand that neither HUD nor Westat nor  their agents will perform any abatement or
correcting activities upon my dwelling.

       This statement does not operate to remove responsibility from Westat or its employees or agents
for negligence while present during the sampling study.

       WITNESS MY/OUR HAND this	day of	. 19	.


                                                 PLEASE  READ  THE  ABOVE   COMPLETELY
                                                 BEFORE SIGNING
Witness:
                                              B-20

-------
 OMB #2528-0137:6                                                                   WAIVER

                                                                       ID:


                       U.S. Department of Housing and Urban Development

                         National Survey of Lead-Based Paint in Housing

              INFORMED CONSENT RELEASE AND WAIVER FOR OWNER/MANAGER


        Westat, Inc. is conducting a nationwide study to assess the presence of lead in painted surfaces
 and dust and soil of dwellings in the United States. This study is being conducted for the U.S. Department
 of Housing and Urban Development (HUD)  to help develop a strategy to reduce the risk of lead-based
 paints in homes.

        Your building has  been randomly selected  for  possible participation in this  study.   Your
 participation in the study is entirely voluntary.  You may refuse at any time to allow the employees to
 perform the tests.  The information gathered about your building and information about this study will be
 provided via certified mail to you and the resident tenant free of charge. All information will be handled in
 confidence.   Other than information provided to you and your  resident tenant about their dwelling,
 information will be reported only as group statistics and not by name or address.  You may call (800) 937-
 8284 in regard to this study, its results, or your particular building.  You will be provided with a  HUD
 pamphlet with information regarding lead-based paint in dwellings.

        I/WE consent to have my/our owned building entered by representatives of Westat to measure the
 existence and amount of lead, if any. in the paint present on the interior surfaces, walls, doors, moldings.
 floors, baseboards and attached fixtures, such as cabinets and bookcases: in interior dust; and to  have
 exterior surfaces, including the soil surrounding the building, sampled under the described procedures.

        I/WE understand that neither HUD nor Westat nor their  employees nor agents will perform any
 abatement or correcting activities upon my building.

       This statement does not operate to remove responsibility from Westat or its employees or agents
 for negligence while present during the sampling study.

       WITNESS MY/OUR HAND and SEAL this	day of	, 19	.


                                                  PLEASE   READ THE   ABOVE  COMPLETELY
                                                  BEFORE SIGNING
                                                                                    (SEAL)


                                                                                    (SEAL)
Witness:
                                              B-21

-------
 OMB *2S28-0137:9                                                                RECEIPT
                                                                    ID:

                      LLS. Department of Housing and Urban Development
                        National Survey of Lead-Based Paint m Housing
                                  PARTICIPANT RECEIPT

I,	. hereby acknowledge the receipt of $50JOO from Westat.
Inc. acknowledging my participation in this research project. The payment is based on my dwelling being
sampled for lead in the paint soil, and dust.
                                                         Participant's Signature
                                                            Representative
Date
                                          B-22

-------
OMB 25280137:13
23-25
      Backup Exterior Wall: (Proceed counter clockwise from sampled wall)



      Interviewer Initials/Name



      	/	        13. Actual Time In:  	
      Technician Initials/Name
                                                17. Time Out:
      XRF INFORMATION:  «. XRF Serial Number
20-22   XRF Verification Time/XRF#:   Before Insp:
                                                 time
After Insp:
                                                 time
                                                                                         DU Form
                                                                                ID:
1.
2.
3.
6-7.
e.
10.
11.
12.

Address:

Appointment Date/Time:^
Rescheduled for
Date
Sampled Dry Room:
Backup Dry Room:
Sampled Wet Room:
Backup Wet Room
Sampled Exterior Wall:





(MM/DD/YY)
Room*
Room*
Room*
Room*
Wall*





Time
Name
Name
Name
Name

                                                   (Enter wall #)
                                             first #
                                             last*
PURPOSIVE XRF READING
Reading
26. Interior 1
27. Interior 2
». Exterior 1
29. Exterior 2
A B
Room #/Wall #




c
Component




D
Substrate




E
XRF*




F
XRF Reading




 FLOATING XRF READING: Selected strata:
                                                     (wall/metal/non-metal/shelf)
 so. Dry Room:     XRF#:_
 31. Wet Room:     XRF#:
                                             B-23

-------
OU32 in the last six months, (or fewer if you have recently moved to this area) have you or anyone in your household worked
      at any of the jobs on card A?
                                        Yes	
                                        No	
                                        Don't Know..
                                   ....  1
                                   _..  2
                                   _..  8
            Paint removal including
             scraping and sanding
            Welding
            Oil Refinery work
            Salvage (Le., batteries/
             radiators
Building Demolition
Foundry work
Sandblasting
Auto body work
Chemical Plant work
Glass work
Lead Smelter work
Plumbing
Battery Manufacturing Plant work
Other Lead-Related Industry work
DU33 In the last six months, (or fewer if you have recently moved to this area) have you or anyone in your household done
      any of the following activities listed on Card B at home?
                                        Yes	
                                        No....
                                        Don't Know	
                                       1
                                       2
                                       8
               Removed paint from furniture                     Soldered electronic parts
               Painted cars                                   Worked with stained glass
               Painted bicydes                                Painted pictures with artists' paint
               Removed paint, sanded or painted                Soldered pipes
                 any pan of the house

DU34 How many people live in this household?

              |_|_|   (P-vacant)
              Number

DU35 For each person, please tell me their age and sex?

            Would you please tell me the  race or ethic background  of (ask person no. 1; then person no. 2; etc.) Is
            he/she...

1.
2.
3.
4.
5.
6.

Sex






Age






Race







7.
8.
g.
10.
11.
12.
Sex






Age






Race







READ UST AND ENTER CODE f OR RACE/ETHIC BACKGROUND
                                01.   AMERICAN INDIAN OR ALASKA NATIVE
                                02.   ASIAN OR PACIFIC ISLANDER
                                03.   BLACK/AFRO AMERICAN (NON-HISPANIC)
                                04.   WHITE (NON-HISPANIC)
                                05.   HISPANIC
                                06.   OTHER
                                97.   REFUSED
                                                    B-24

-------
 1,2. Room*/Type:	
 3. What floor is room on (vis a vis buBding):  Basement _B  Attic-A  Level*-.
 4. If thisis-adry room, is a wet room hmeoiateiy adjacent?  Yes...1  No.~2
Component
6 Wall 11 D W F
7Wall«2D W F
8.Wal!f3D W F
9.Wall*4D W F
10.Ceiling
11. Floor
A. Exist/
Painted
YPNPN
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
B C
Dimensions/
Quantity
t
t
t
i
t
»
D
Sub-
Code






E F
Condition
Paint






Substrate






G
Access
Y N
1 2
1 2
1 2
1 2
1 2
1 2
H
Select
Code
4
6
1
5
2
3
I
XRF
*






J
XRF
Reading






 Metal Substrate
12. Baseboard trim
13. Stair tnm
14. Door trim
15. Window sills
16. Window trim
17. Crown molding
18. Door systems
13. Window systems
20. Air /heat vents
21. Radiators
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
ft
ft
ft
ft
ft
ft
*
1
1
1






























1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
s
7
10
9
6
B
1
3
2
4




















Non-Metal Substrates
22.BaseDoardtnm
23. Stair trim
24. Door tnm
25. Window sills
26. Window trim
27. Crown molding
28. Door systems
29. Window systems
3D. Air /heat vents
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
ft
ft
ft
ft
ft
ft
ft
1
*



























1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
5
8
7
1
2
E
9
4
3


















Shelves /Other
31. Shelves
32. Cabinets
33. Fireplace
34. Closet
35. Other (Specify)
1 2 3
1 2 3
1 2 3
1 2 3
1- 2 3
ft
1
1
1
















1 2
1 2
1 2
1 2
1 2
5
1
3
2
4










                                                           B-25

-------
                                                                                           ID:	
1.  Wall*	
2.  Building conoTtions:  T=UTrue,  F*2=False
      T   F
   a)   1   2   Roof, gutters, downspouts: Roof missing parts of weathering surtaccs, or has holes or eiacits. Guttere or downspouts broken.
   b)   1   2   Chimney:  Masonry cracked, bricks or coping loose or missing. Obviously out of plumb and not stable.
   c)   1   2   Walls and siding:  Obvious large cracks or notes in masonry or plaster, requiring nwe than routine painting.
                               Siding has boards or shingles broken or missing.  Obviously out of piumb or with bulges and not stable.
   d)   1   2   Windows and doors:  Two or more windows or doors broken, missing, or boarded up.
   e)   1   2   Porch or steps:  Major elements broken, missing, or out of plumb.
   f)   1   2   Foundation:  Foundation has major, visible cracks, missing material.  Structure leans or is visibly unsound.
Component
A. Exist/
Painted
YP NP N
B C
Dimensions/
Quantity
D
Sub-
Code
E F
Condition
Paint
Substrate
G
Access
Y N
H
Select
Code
I
XRF
1
J
XRF
Reading
Wall Strata
3. Wall
1 2 3




1 2
i


Metal Substrate
4. Window sills
5. Window trim
6. Soffit and facia
7. Door trim
8. Door systems, sub #1
9. Door systems, sub <2
10. Columns
11. Railings
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
ft
ft
ft
ft
*
1
1
ft
























1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
5
1
4
3
E
7
6
2
















Non-Metal Substrates
12. Window sills
13. Window trim
14. Soffit and facia
liDoortnm
16. Door systems, sub 11
17. Door systems, sub 12
18. Columns
19. Railings
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
ft
ft
ft
ft
I
t
f
ft
























1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
4
E
B
2
1
3
5
7
















Porches/Other
20. Porch
21. Balcony
22. Stairs
23. Other (Specify)
1 2 3
1 2 3
1 2 3
1 2 3
ft
*
1













1 2
1 2
1 2
1 2
2
3
4
1








                                                                B-26

-------
 OMB *2528-0137:19
Soil/Dust sampling
ID:
INTERIOR OUST SAMPLES
Location
i. Inside entry
a. Floor of diy room
a. Roer of WK room
4. Site wet room
A. Wells w8t room
e. SflJs dry room
7. Wells dry room
i Hall adj. to
sampled DU
9. Common entryway
A
Carpet
Yet No
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
B
YM No
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
c
Samp* no.
61
62
63
64
65
66
67
68
69

0
ATM
sq.ft.
sq.ft.
sq.ft.
In. ft.
In. ft.
In. ft.
In. ft.
sq.ft.
sq.ft.
EXTERIOR SOIL SAMPLES
DWELLING UNIT SOIL SAMPLES
Location
10. Front entryway
to structure
11. Drip line
12. Remote
A
Sample No.
81
82
83

wmiMiioim



Location of drip line of tested painted surface and remote soil samples:

RECREATION/PLAY AREA SOIL SAMPLES
A
Location
13.
14.
IS.
t
Sample No.
84
—85
86
Cn.mm- -..i
wm i ii 1 101 iu>



                                            B-27

-------
OMB #2528-0137:19
£Oii/uusi sampling
ID:
COMMON ROOM DUST SAMPLES
Loctton
i. Floor
2. Window sill
a. Window *•»
A
Carpet
Y« No
1 2
1 2
1 2
B
fttf^W WVMtt
toouaide
Y«s No
1 2
1 2
1 2
c
Sampl* no.
70
71
72
D
ATM
sq.ft.
In. ft.
In. ft.
                                      B-28

-------
OMB #2528-0137:25
COMMON AREA INVENTORY

ID: 	_____
1. Permission to test:    Not needed...!   Provided...2   Denied...3

2. In what year was this building built? 	

3. Is this a single family unit?  Yes...l   No...2
4. Does  the complex have any of the following common areas?

     For each "Yes,  Exists",  ask for the number of each.  Then use the
     Select Code to pick the area to be sampled.  Circle the Select Code
     for the selected area.   For each sampled area, determine if it is
     located in a separate building and if access is possible (i.e., the
     room is not locked).   Lastly,  determine how many DU's utilize the
     selected area.
* 5. Area
(1) Laundry room
(2) Indoor stairwell
(3) Outdoor stairwell
(4) Clubhouse/Community rm
(5) Office
(6) Lobby
(7) Daycare
(8) Public bathroom
(9) Common mailbox area
(10) other (Specify)
(11) Other (Specify)
A
Exists?
Y N
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2 •
1 2
1 2
1 2
B
If "Yes"
How Many?











C
Select
Code
4
5
8
2
6
7
3
10
11
1
9
D
Separate
Bldg?
Y N
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
E
Is Area
Accessible?
Y N
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
6. How many dwelling units utilize the  selected area?
 Put an asterisk  (*) next to the name of the  selected area,  e.g., * office.
                                     B-29

-------
U Areaf/Name:	
3. Whatfioorisroomon(visavisbuiding):  Basement_B   Attic-A  Level*.
4. If this is a dry room, is a wet room immedateiy adjacent? YES-1   N0~2

6.Walll1 D W F
7.Walll2D W F
8. Wall 13 D W F
9.Wallf4D W F
10-Cfiiling
11. Floor
A. Exist/
Painted
YPNPN
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
B C
Dimensions/
Quantity
•
t
•
t
*
t
D
Sub-
Code






E F
Condition
Paint






Substrate






G
Access
Y N
1 2
1 2
1 2
1 2
1 2
1 2
H
Select
Code
4
6
2
5
3
1
I
XRF
*






j
XRF
Reading






Metal Substrate
12. Baseboard tnm
13. Stair trim
14. Door trim
15. Window sills
16. Window tnm
17. Crown molding
18. Door systems
19. Window systems
20. Air /heat vents
21. Radiators
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
ft
ft
ft
ft
ft
ft
*
*
*
t






























1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
2
4
6
5
1
7
8
3
10
9




















Non-Metal Substrates
22.Baseooardtnm
23. Stair tnm
24. Door tnm
25. Window sills
26. Window tnm
27. Crown molding
28. Door systems
29. Window systems
30. Air /heat vents
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
ft
ft
ft
ft
ft
ft
ft
f
t



























1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
i
3
5
2
9
7
6
8
4


















Shelves /Other
31. Shelves
32. Cabinets
33. Fireplace
34. Closet
35. Other (Soecify)
1 2 3
1 2 3
1 2 3
1 2 3
1 2 3
ft
1
1
1
1















1 2
1 2
1 2
1 2
1 2
4
5
2
3
1










                                                       B-30

-------
 OMB #2528-013729
Common Area Collection Form
            ID: (HO generated)
 Identify types of recreation/play equipment. Record what the component is (e.g., slide, swings), how many there
 are, what they are made of, what condition the paint and substrate are In.  Indicate accessibility. Perform XRF
 readings then record XRF # and reading.
PLAY EQUIPMENT
A
Equipment
Type
i.
2.
3.
4.
i.
6.
7.
B.
B
Quantity








c
Substrate
Code








D
Paint
Condition








E
Substrate
Condition









F
Access
Y N
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2

G
XRF
#









H
XRF
Reading








Complete items  below describing the condition of the walls in the common  hall.  Record  XRF # and XRF
readings.
COMMON HALL
Location
e.
Hallway adj.
to sampled DU
10.
Just inside
front door
to building
A
Paint?
Y N

1 2



1 2
e
Substrate






c
Paint
Condition






0
Substrate
Condition






E
Access
Y N

1 2



1 2
F
XRF
#






G
XRF
Reading






                                              B-31

-------
OMB # 2528-0137:35
                                                               Control Log and
                                                      In-Person Contact Record
                                                                    ID
                                                                    Interviewer Initials
Respondent:.
Address:	
                                          CONTACT RECORD
           Date
Time
Result
code
Comments
 2.
 7.
 8.
 9.
          In-P-rrson Result Codes

          P1  - No one home
          P2  - Vacant
          P3  « Would not answer door
          P4  - Refusal
          PS  - No adult home
          P6  « Language problem
          P7  - Breakoff/Friendly/Revistt
          P8  •= Breakoff/Friendly
          PS  •= Completed screener/inspection
          P10 « Not eligible
          P11 * Other
                                    Telephone Result Codes

                                    T1 =  Ring, no answer
                                    T2«=  Wrong number
                                    T3 •=  Language problem
                                    T4-  Callback needed
                                    T5«=  Refusal to allow inspection
                                    T6-  Appointment rescheduled
                                    T7-  Appointment confirmed/
                                         call completed successfully
                                    T8-  Other
                                                B-32

-------
 OMB 2528-1037:64                                                Letter Requesting Results
 TO:        Ms. Frankie Robinson
            Westat Field Director
            1650 Research Boulevard
            Rockville, MD 20850


 My home was inspected as pan  of the Department of Housing and Urban Development's
 Study of Lead-Based Paint  in Housing.   I wish to receive a copy of the results  of the
 inspection. I understand that these results alone will neither confirm nor deny if lead poses a
 hazard in my home.

 The ID number associated with my inspection results is: 	

 The person and address to whom I wish the results sent:
       Name:
       Address:
       Daytime Telephone: (
The inspection results based on this survey will be available approximately 12 weeks after the
date of inspection.
            Signature of Respondent                              Date
                                         B-33

-------
OMB #2528-0137^1
                                                                                  Trxnsfnittsi Form
                                                                         ID:
In cas* this transmittal package
is lost, please return to:
Ms. Frankie Robinson
1650 Research Boulevard
Rodcvffle, MD 20850
or call:  1-800-937-8284
              D"
              D
r |r««f>»r4»lc
 Bg
              Q Inspection docmnc
              ["^ Sa»m}f>;
                                  etc.
           ID NUMBERS
COMMENTS
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20









































Sentbv:
Date:
                                            B-34

-------
 PSO «• 28
 SEG - 4
 DO  « 01
PSU - 28
SEG - 4
DO  - 01
SAMPLE LABELS FOR SOIL AND DUST

         PSU - 28
         SEG • 4
         DO  - 01
 DOST
DUST
         SOIL
 284010661
284010667
 284010662
284010668
                                                     284010682
 284010663
                         284010669
                           284010683
284010664
                         284010670
                           284010684
284010665
                         284010671
                           284010685
284010666
                         284010672
                           284010686
                                B-35

-------
 OMB #25280137:39                                                       Survey Materials Checklist
 Interviewer's Responsibility/Need (# following required at each Inspection)

 Clipboard (1)
 Pens (2)
 Calculator (4-function) (1)
 Personal ID badge (Westat issued) (1 for interviewer)
 Identification tags on all items (4)
 Large baggies (Ziploc 1 gal. freezer) (4)
 Small baggies (Ziploc sandwich) (30)
 Note paper
 Post-its (1 pad)
 Tape measure (Sears Craftsman 30') (1)
 Technician's Responsibility/Need

 Clipboard (1)
 Personal ID badge (Westat issued) (1 for technician)
 Pens (2)

 ScitecXRF(l)
 Unpowdered gloves (10)
 Paper booties (1)
 Vacuum pump and attachments (1)
        tubing (one 5 ft., one 25 ft.)
        nozzle (9)
 Vacuum cassettes (9)
 Template (1)
 Masking tape (1 roll)

 Corer(1)
 Baby wipes (J&J, alcohol free) (5)
 Bottle brush (1)

 Flashlight (1)
 Putty knife (1)
 Brick hammer (Sears Craftsman 9-6546) (1)
Trowel (Sears 71-85510) (1)
Extension cord (one • 25 feet)
Electric plug adapter (Sears Levton 9-83815)
Udder (3 ft.)
Decimeter, personal (1-3)
                                                  B-36

-------
OMB 2528413723
                                                       XRF Validation Form
                                                        ID:
  1.  Sdtec MAP serial*:,
  2.  Technicians initials/Name:.

3,4.  Time:	

  5.  Date:	
     Substrate

 6.  Wood

 7.  Wood

 8.  Steel

 9.  Steel

10.  Drywall

11.  Drywall

12.  Concrete

13.  Concrete
 Shims Lead
Concentration
  mg/cm2

    0.6

    2.99

    0.6

    2J99

    0.6

    233

    0.6

    2.99
Reading
mg/cm2
   B

Baseline
mg/cm2
Dffierence
 mg/cm2
                                          B-37

-------
Sub Codes (Substrates)

20     Plaster
21     Gypsum (dry wall)
22     Concrete block
23     Concrete (cast)
24     Concrete, Precast
25     Brick
26     Wood paneling
27     Wood smooth
28     Wood rough
29     Wall paper
30     OH doth
31     Ceramic tile
32     Metal smooth
33     Metal rough
34     Wainscor
35     Stone
36     Vinyl siding
37     Aluminum siding
38     Shingle, wood
39     Shingle, asbestos
40     Stucco
41     Ceiling tile
42     Linoleum floor covering
Paint Condition Codes

1      All paint intact
2      Up to 10% not intact
3      10% to 25% not intact
4      Over 25% not intact
5      Wallpaper
6      No paint
Substrate Condition Codes

1      Satisfactory
2      Needs repair
3      Needs replacement
Exists/Painted

1      YP:Yes. exists and is painted
       and/or wallpapered
2      NPrYes. exists but not painted
3      N:No. does not exist
                                               D	.  W,

                                               D	# of doors, doorways, dosets
                                               W	# of windows, pass thrus
                                               F     # of fireplaces, large attached wall
                                                     covers (e&, book shelves with back
                                                     built in)
                                              Playground Equipment

                                              1      Swings
                                              2      Slides
                                              3      Jungle gym
                                              4      Meny-go-round
                                              5      Horses on springs
                                              6      Sandbox
                                              Wall/Ceiling/Floor Codes

                                              1      Wall facing street named in address
                                              2      Moving counter dockwise from
                                                     Wall 1. the next wall
                                              3      Moving counter dockwise from
                                                     Wall 2, the next wall
                                              4      Moving counter dockwise from
                                                     Wall 3, the next wall
                                              5      Orfling
                                              6      Floor
                                             Component Codes

                                             1      Wall#l
                                             2      Wall #2
                                             3      Wall #3
                                             4      Wall #4
                                             5      Ceiling
                                             6      Floor
                                             7      Baseboard trim
                                             8      Stair trim
                                             9      Door trim
                                             10     Window sills
                                             11     Window trim
                                             12     Crown molding
                                             13     Chair rail
                                             14     Air/heat vents
                                             15     Radiators
                                             16     Interior doors
                                             17     Downspouts
                                             18     Shelves
                                             19     Facia
                                             20     Exterior doors
                                             21     Exterior door systems
                                             22     Wood siding
                                      B-38

-------