REPORT OF
THE NATIONAL WORKSHOP
           ON
  INSTREAM BIOLOGICAL
MONITORING AND CRITERIA

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                   REPORT OF

            THE NATIONAL WORKSHOP

                      ON

  INSTREAM BIOLOGICAL MONITORING AND CRITERIA
                     held in

              LINCOLNWOOD, ILLINOIS

               DECEMBER 2-4, 1987
                   sponsored by
      U.S. ENVIRONMENTAL PROTECTION AGENCY
   OFFICE OF WATER REGULATIONS AND STANDARDS
                 WASHINGTON, DC
      U.S. ENVIRONMENTAL PROTECTION AGENCY
     INSTREAM BIOLOGICAL CRITERIA COMMITTEE
                    REGION V
                CHICAGO, ILLINOIS
      U.S. ENVIRONMENTAL PROTECTION AGENCY
ENVIRONMENTAL RESEARCH LABORATORY - CORVALLIS
               CORVALLIS, OREGON

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                                      CONTENTS
Acknowledgements	ii
Terminology  	  iii
Executive Summary  	v

    I.          Introduction  	1
    II.         Biocriteria in State Programs  	4
    III.        Workgroup Summaries and Recommendations
               Water Quality-Based Effluent Limitations	7
               Water Quality Standards  	9
               Sampling and Data Evaluation For Fish and Benthic
                 Macroinvertebrates	  12
               Ecoregions  	  18

Bibliography	21
Appendices
    A.  Region V Draft Statement  	23
    B.  Speakers and Workgroup Leaders	27
    C.  List of Participants  	30

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                                 ACKNOWLEDGEMENTS


This national workshop was sponsored by the U.S. EPA Office of Water Regulations and Standards,
U.S. EPA Region V Instream Biological Criteria Committee, and U.S. EPA Environmental Research
Laboratory -- Corvallis through U.S.  EPA Contract No. 68-03-3246 to Northrop Services, Inc.
Funding for the invited speakers' expenses was provided by U.S. EPA Office of Water.

The principal contributors to this report were Wayne Davis, Jim Luey and Thomas Simon, Region
V; John Maxted and Jim Plafkin, Office of Water; Robert Hughes and Thorn Whittier, Northrop
Services, Inc.  The workshop and this report could not have been accomplished without the interest
and support of: the Director of the Office of Water Regulations and Standards; the Directors of
Region V's Water, and Environmental Services Divisions; and the Director of the Environmental
Research Laboratory  — Corvallis.

Essential contributions came from the States' Representatives and academic researchers who spoke
at the workshop, who are listed in Appendix  B,  and from  all participants in the workgroups
through their discussions at the workshop and their review of this document. Susan Davies, James
Giattina, John Giese and Chris Yoder served as official reviewers.  Thorn Whittier assembled and
edited this report.

Copies of  this report are available from:

              U.S. EPA  Office of  Water  Regulations
                     and Standards  (WH 585)
              401 M Street, SW
              Washington, DC 20460
              Atten: John Maxted   or   James Plafkin

                           or

              U.S. EPA  Region V
              Instream Biological Criteria Committee
              536 S. Clark St. (5-SMQA)
              Chicago, IL 60605
              Atten: Wayne  Davis

                           or

              U.S. EPA  Environmental Research Laboratory
              200 SW. 35th Street
              Corvallis, OR 97333
              Atten: Thorn Whittier
                                            11

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                                      TERMINOLOGY


This section "defines"  some of the terms used at the  Workshop.  These are working definitions
only, and somewhat general; they are presented for purposes of clarification and continuity in
this report.  It is apparent from discussions at the workshop and from comments to earlier drafts
of this document, that  many of these terms are used inconsistently or are misunderstood.  The U.S.
EPA should provide clear definitions for these terms  and foster consistent usage.

Standards -- the legally established State rules consisting of two parts, designated uses and criteria.

Designated Uses -- the purposes or benefits to be derived from a waterbody, e.g., drinking water,
       aquatic life.

Criteria — the  conditions presumed to support  or  protect the designated use(s),  e.g.,  dissolved
       oxygen not less than 5 mg/1  to protect a  cold-water fishery use designation.

Biocriteria — the numerical or narrative expressions of the biological characteristics of ambient
       aquatic communities (often  structural   measures,  e.g., species  composition,  organism
       abundance and diversity).  Biocriteria, as  generally applied in State  programs, are designed
       to reflect attainable characteristics under  minimally  impacted   conditions.   As such,
       biocriteria describe  the ecological  potential for  aquatic community  health  in a given
       watershed, drainage basin  or ecological region.

Ambient (Instream) Biological Sampling -- the  process of collecting a representative portion of
       the organisms living in the waterbody of interest, to determine the characteristics of the
       lotic or lentic aquatic community.  Fish and benthic macroinvertebrates are usually sampled.
       This term includes short-  or long-term surveys and  monitoring.

Biosurvey -- used synonymously with ambient biological  sampling, in this report.

Biological Integrity -- a measure of the state of health in aquatic communities. A healthy aquatic
       community is a balanced community of organisms having a species composition, diversity
       and functional organization comparable to that found in natural (unimpaired) habitats in
       the region (Karr et al.  1986).  Also called "Biotic  Integrity".

Bioassay  — the procedure of exposing  test   organisms,  in  a laboratory setting, to  various
       concentrations  of suspected toxicants or dilutions of whole effluent.

Toxicity Test — used synonymously with bioassay, in this report.

Jn Situ Bioassay — is conducted on test organisms,  in  the ambient water or discharge mixing
       zones, for known exposure periods, e.g.,  with caged fish or clams.

Chemical-Specific Criteria —  criteria  that set  specific  allowable concentrations of individual
       chemicals in the water. These criteria are  presumed to be protective of  the designated
       aquatic life uses, as well as other uses, e.g., drinking water or  human health ("swimmable"
       conditions).

Whole Effluent Testing ~ a bioassay using the  complete discharge "as it comes from the pipe",
       as opposed to separate bioassays on the individual component chemicals.

Ecoregions — broad scale areas with a common  ecological characteristic,  e.g., Central Corn Belt
       Plains, Western Allegheny Plateau, etc.  Also called  Ecological Regions.


                                             iii

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Biosurveillance -- used synonymously with biosurvey in this report.  Also can be used to describe
       a series of systematic biosurveys.

Bioassessment  -- assessment of the condition of a waterbody using  any available biological
       methods.  Biosurvey and bioassay  are common bioassessment methods.

Biomonitoring  -- is conducted  to ensure standards or effluent limitations are being met using
       either the ambient community or toxicity tests.
                                             IV

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                                EXECUTIVE    SUMMARY


The  purpose of the National Workshop on Biocriteria was  to assess the role of biocriteria* and
information generated by  ambient biological sampling  in  the  State and  Federal  surface water
programs.  This workshop was convened,  in part, in response to the  Water Quality Act (WQA)
of 1987, Section 303(c)(2)(B), which requires U.S. EPA to develop criteria based on  biological
assessment methods when numerical criteria are not established for the priority pollutants listed
in Section 307(a) of the Clean Water Act (CWA); and in part to bring together a nationwide group
of aquatic biologists and water resource managers who are presently developing and/or applying
biocriteria to protect or restore the biological integrity of the Nation's waters.

This report summarizes the recommendations of the workshop and illustrates to regulatory agencies
that  biosurveys are an important monitoring and evaluation tool, and that biocriteria can provide,
in a  quantifiable regulatory context, a measure of the attainment  of the interim goals of Section
101(a)(2) of the WQA.

The  workshop participants represented 18 States, nine  U.S.  EPA Regional  offices, three EPA
laboratories and  three headquarters Offices and  Divisions, as  well  as other organizations and
universities (TVA, U.S. Geological Survey, Environment Canada, etc.).  This illustrates the interest
in biological criteria and ambient biological sampling to protect the Nation's waters, and the need
for guidance and support in developing these tools.


STATE APPROACHES TO BIOCRITERIA

In the past, the U.S. EPA  and States have generally been discouraged by:  perceived problems of
variability,  complexity,  and  cost of  assessing  ambient  biological conditions; applying such
information to water resource  management; setting standards and assessing attainment of those
standards; and formulating and implementing regulatory controls.  However, several States have
independently  found  that  reliance solely on chemical-specific criteria and toxicity  tests is
insufficient for protecting aquatic life designated uses as  mandated by the WQA.  These States
have therefore included  biocriteria  in developing a more  integrated approach  to  the  protection
of aquatic life.  At the Biocriteria Workshop, ten States presented their development and use of
biocriteria  and  biosurvey methods.   While no two  States use exactly the same biocriteria and
biosurvey procedures, several common themes were evident from their presentations:

o      States  in  different regions of the  country face  different problems and conditions,  but
       appropriate  biocriteria  have been established to  successfully  address many  of these
       problems.  There is considerable potential for applying similar ambient biological sampling
       methods among neighboring States that share similar ecological regions.

o      Within  each  State, extensive  knowledge concerning the biological conditions  of  the
       waterbodies exists  among  State regulatory personnel and academic researchers.  These
       experiences, in combination with databases from  biological surveys can provide the initial
       framework  for establishing biocriteria and developing biosurveys  (i.e., no  State needs to
       start from a "no information" position).

o      In the ten States  presenting  papers at the workshop, professional  aquatic biologists have
       been active participants in the process of establishing biocriteria, performing biosurveys,
       analyzing data, and writing and reviewing reports.
     Boldface terms "defined" in the Terminology Section p. iv.

                                             v

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       All ten States use systematic and standardized methods to  collect  and analyze ambient
       biological community based data (as opposed to indicator species). Measures of biological
       integrity range  from a  fairly simple  diversity  index  of benthic  macroinvertebrate
       communities, to a combination of several more complex measures of aquatic community
       health.  All of these data measure deviation from conditions found in minimally impacted
       reference sites.

       Biosurvey data have  been used primarily to establish  designated  uses and assess their
       attainment.  Biocriteria and ambient biological sampling have been integrated into existing
       State programs (monitoring, permits, nonpoint source assessments, etc.).

       Valuable information can be obtained without performing intensive, complete surveys of
       ambient biological conditions. The costs of biosurveys make them competitive with toxicity
       testing and chemical-specific analyses.
WORKSHOP RECOMMENDATIONS

The  Workshop's major recommendations are: (1) the concept of biocriteria and the information
generated by ambient biological sampling should be integrated into the full spectrum of State and
Federal surface water programs;  and (2) the U.S. EPA should provide strong  guidance to, and
support for, State  programs using these concepts.  The  development and  implementation of
biocriteria and ambient biological assessments is consistent with National statutory and regulatory
mandates  and clearly consistent  with National  policy.   These conclusions  are based  upon a
consensus of  workshop  participants and  the practical experiences described  by the  States'
representatives.

The  Workshop was a forum for discussion  and formulation of specific recommendations for  the
continued development  and  implementation of  biocriteria.   A summary of  recommendations
follows:

o      The  use of ambient biological sampling should be supported in State programs to identify
       aquatic  life use  impairment  due  to toxic and conventional parameters, from point and
       nonpoint sources.   The  States should  use  biosurvey data  to  evaluate aquatic life  use
       attainability  and  attainment  for  WQA Sections 305(b), 304(1), 314,  and  319  reporting
       requirements; spill evaluations; and  "monitoring for environmental results."

o      U.S. EPA should prepare  a Technical Support Document for Development of Biocriteria
       and Use of Ambient Biological Sampling in surface  water programs. This guidance would
       be consistent with requirements in the WQA Section 304(a)(8) and can be developed using
       information  from existing State  and U.S.  EPA programs.   States should be  permitted
       flexibility to use  methods and approaches suitable to their needs.

o      In general, biosurvey data should be considered the optimum means to assess attainment
       of designated aquatic life uses.   However,  if chemical-specific, toxicity, and  biosurvey
       methods yield apparently  contradictory indications, none of the three types of evaluation
       should  be assumed,  a priori, to  be  superior to the  others; rather the quality and
       appropriateness of the data used in each approach should determine the course  of action.
       A protective strategy for  decision making should be adopted in these cases until further
       studies are completed.
                                             VI

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The integration of biocriteria, and  biosurvey and physical habitat assessment data into
surface water programs should consider the relative strengths and  appropriate uses of  all
assessment tools to maximize the effectiveness of monitoring programs.  Integration into
the effluent limits should be through the wasteload allocation and water quality standards
process using  a protective  "weight of evidence"  evaluation  of  information  from  all
assessment  tools.    Guidance  is needed  on  procedures  to  make  these  evaluations.
Appropriate  controls should not be withheld  in the absence of any particular piece  of
information from  biological or chemical assessments.

Technology and information transfer among States, U.S. EPA and other Federal agencies,
and academic institutions  should  be promoted.  Simultaneous  implementation of public
education and  participation programs for ambient biological studies will  result in better
understanding of the needs and goals of the regulatory agencies.

The ecoregion  concept and ecoregional reference sites should be used as:
       benchmarks  for evaluating use attainment and defining biological, chemical and
       physical integrity;
       alternatives,  or supplements, to upstream reference and downstream recovery sites;
       tools to evaluate nonpoint source influences, as well as point source impairment; and
       a framework for developing ecoregional biocriteria and  water quality standards.

A process should  be developed for site-specific  criteria (both chemical  and biological)
modification that  incorporates  biosurvey data.

The Agency should support  the  development, evaluation, implementation, and  use  of
numerical biocriteria by the States.  These  numerical criteria should be used to translate
narrative  criteria  for protecting  aquatic life uses  into  more  quantifiable measures  of
attainment.
                                      vn

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                                    I. INTRODUCTION


The purpose of this workshop was to assess the role of biocriteria  and information generated by
ambient  biological sampling  in  the variety of surface water  programs.  The workshop was
convened in  response to  (1)  the  1987  Office  of  Water report, Surface  Water Monitoring:   A
Framework For Change, calling for increased ambient biomonitoring and an improved framework
for monitoring, assessment and reporting, and (2) the sections of the Water Quality Act (WQA) of
1987, which amended the Clean  Water  Act (CWA), referring directly to  biological assessments,
requiring:

o      restoration and maintenance of biological Integrity, Sec.  101;

o      U.S. EPA  to  develop  criteria based  on biological assessment methods  when numerical
       criteria for toxicity are not established, Sec. 303(c)(2)(B); and

o      guidance and  criteria based on biological monitoring and assessment methods,
       Sec. 304(a)(8).

There are several other  sections of the  CWA whose implementation would be  improved  by
biocriteria and biosurvey  data, requiring:

o      development of improved measures of the  effects of pollutants on biological integrity,
       Sec.  105;

o      guidelines  for evaluating  Nonpoint Sources (NFS), Sec. 304(f);

o      lists of waters unable  to support balanced  biological communities, Sec 304(1);

o      biennial reports of the extent to which waters support balanced aquatic communities,
       Sec. 305(b);

o      assessments of lake trophic states and trends,  Sec. 314;

o      lists of waters that cannot attain  designated uses without additional NFS controls, Sec. 319;
       and

o      prohibitions   against   dredge and  fill  disposal  adversely affecting  balanced  wetland
       communities,  Sec. 404.

In addition, there are several U.S. EPA  program activities  that address biological assessments;
including, the 305(b) reporting  guidance, the Surface Water  Monitoring Strategy,  the  Water
Quality-based Program Policy (49 FR  9016), the Rapid Bioassessment Protocol, and the  Water
Quality Standards Framework being developed by  the Office of Water Regulations and Standards.

This report summarizes the recommendations of the workshop to illustrate to regulatory agencies
that  biosurveys are an important monitoring and evaluation tool, and that biocriteria can provide,
in a quantifiable regulatory context, a  measure of the interim goals of Section  101(a)(2) of the
CWA.

The workshop participants represented 18 States, nine U.S. EPA Regional offices, three laboratories
and  three headquarters Offices  and Divisions, as well as  other organizations (TVA.  USGS,
Environment  Canada,  etc.)  and  the  academic  community.   This illustrates the  regulatory
      Boldface terms "defined" in the Terminology Section p. iv.

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community's interest in ambient biological assessments and the twin needs for increased  use of
biocriteria to protect the Nation's waters and for guidance and support in developing these tools.
A list of workshop participants is in Appendix C.  The workshop consisted of two parts.  On the
first day, two university researchers related the current state of aquatic ecological knowledge to
biocriteria and  biosurvey  issues,  two  speakers  from EPA-Office of  Water  (OW)  discussed
conceptual and practical issues facing regulators, a speaker from EPA-Office  of  Research and
Development (ORD) presented ecological regions as a framework for stratifying variability to solve
regulatory problems,  and,  most  importantly, representatives  from  ten States  presented their
development, methods, and uses of biocriteria (See Appendix  B for a list of speakers).

For  the  remainder of the  workshop, attendees participated in one of five discussion groups.
These  groups were  responsible for defining issues of concern, areas  of consensus, and areas
requiring further effort, including research questions as well as the guidance and support needed
to use  ambient biological sampling and  biocriteria. The discussion topics were:  water quality-
based effluent limitation (permits), water quality standards, sampling and data evaluation for fish
and for benthic macroinvertebrates, and use of ccoreglons.


An Overview of Issues

The WQA of 1987 seeks to restore  and maintain the chemical, physical and biological integrity of
the Nation's waters.   The  U.S. EPA  and  the States  have developed a  variety  of  standards to
achieve these goals, by specifying beneficial uses for waterbodies and criteria to evaluate whether
the uses are being attained (and thus,  whether the standards are being met).  The traditional
approach to criteria has been to develop chemical-specific limits deemed to be protective of the
designated uses. These limits were usually established by performing single chemical toxicity tests
on test organisms.  More recently whole  effluent testing has been added to the array of assessment
tools.

This approach  to  water quality has produced  significant improvement in the Nation's waters.
These laboratory derived criteria are particularly appropriate for designated uses related to  human
activities, e.g., drinking water, irrigation water,  human contact (swimming, water skiing), etc.
Chemical-specific criteria and subsequent water quality sampling are essential to establish effluent
limitations in the National Pollution Discharge Elimination System (NPDES) permits program. The
chemical-specific criteria approach also has been applied to protecting designated aquatic life uses.
However, an increasing body of evidence indicates that regulatory agencies cannot rely solely on
these criteria without also sampling the ambient  biological communities  to verify the results of
pollution control measures.

The existing criteria are insufficient to protect aquatic life uses for two main reasons. Primarily,
they are laboratory-based simulations that cannot address all  factors affecting resident aquatic
communities (e.g.  habitat limitations,  additive impacts of multiple dischargers, etc.).  Thus they
are only  surrogates for actually evaluating for achievement of the desired results.  There are
several related limitations to single chemical toxicity tests: they have been completed on a minority
of  the  suspected  toxicants;  they cannot  assess  bioaccumulation  and indirect  (food  chain,
competition, etc.)  effects;  the test  organisms often are not appropriate to the waters in question;
and chemical toxicity changes as receiving water  chemistry  changes.   Whole effluent toxicity
testing compensates for some of these deficiencies, but must be evaluated on a site-specific basis
and is  thus relatively  expensive.  Chemical  concentrations  and toxicity  must  be monitored
continuously to effectively  track changes in processes,  spills, and flows; this is an expensive (and
rare) undertaking  for regulators and dischargers.

In  addition, chemical-specific criteria  cannot always address potential impacts  from  habitat
modifications and  many "npntoxic" pollutants,  particularly  those from nonpoint  sources  (e.g.
sediments and nutrients) which affect a vast majority  of river miles. These issues  are discussed

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in more detail in the 1987 Office of Water - Office of Processes, Planning and Evaluation report,
Surface Water Monitoring:  A Framework For Change.

In the past, the U.S. EPA and  States have generally been discouraged by actual and perceived
problems  in  sampling and  evaluating  the  health of the  ambient "aquatic  life" and  using  this
information in regulation.  Natural communities were thought to be too variable and complex to
be precisely and consistently measured  and therefore could not be used as the basis  for standards
and criteria in the way "hard" data such as chemical concentrations were used.  Indices  (such as
species diversity) intended to reduce this complexity proved unreliable.  There was considerable
debate about sampling methods  (what kinds, how extensive/intensive, and where to sample) and
which organisms to sample.  Finally,  the  costs of sampling and  evaluating ambient biological
conditions were considered  too  high for the level of information obtained.

The past ten years of aquatic ecosystem research and assessments support a change in direction.
There is an increased awareness of the limitations of the chemical-specific, toxicological approach,
as outlined above. At the same time the tools for assessing ambient biological conditions (sampling
protocols, sampling gear, ecoregions, new indices, analytical methods, etc.)  have been markedly
improved,  tested and refined, thus addressing many of the issues that limited the establishment of
biocriteria and use of biosurveys. Most importantly, advances have  been made in the development
of more tractable definitions of  biological integrity, and the analytical tools to assess the integrity.
These developments have allowed for standardization of sampling and analysis,  thus making
workable  biocriteria possible.

One result of these improvements is that expensive, intensive biological surveys of all organisms
over long periods are not necessary for many regulatory purposes.  Research  in field methods has
shown that reliable data, useful for monitoring, can be collected without excessive expense, usually
a few hundred  dollars annually per site.  This makes biosurvey data especially  valuable as a
screening  tool,  while   reserving more  expensive investigatory techniques  for more complex
situations,  e.g., where  there is a high probability of litigation.

Biosurveys provide a valuable set of tools to more directly assess attainment of the objectives of
Section 101 of the 1987 WQA;  to  restore and  maintain  the biological  integrity of the  Nation's
waters.  Biological communities integrate impact effects over a variety of spatial  and temporal
scales. Water chemistry sampling usually provides only  instantaneous "snapshots' of conditions.
Limited   biological sampling  often  suffices  to demonstrate  ongoing  impacts (e.g., "midnight
dumpers",  chronic sublethal toxic  levels, etc.) that may  be  missed even by monthly chemical
samples.   Meanwhile,  equipment costs and increasingly  complex  chemical  analyses are making
chemical-specific regulation relatively  more expensive.

On the other hand, biosurvey data indicate effects; they also may indicate the category of pollution
causing an effect on the biological community (e.g., enrichment, siltation, toxicity).  As such,
biosurvey data are generally used in a "reactive" manner, e.g., to detect where current controls are
inadequate.  Chemical-specific criteria are a "proactive" tool, e.g., to  set  limits  for discharge
permits.   These proactive and  reactive functions form an important  balance  in the regulatory
process.  Biosurvey data and biocriteria  are not meant to replace chemical water quality assessments
and chemical-specific  criteria, but should be integrated into the surface water programs to  more
fully  evaluate and  protect water quality.

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                         II. BIOCRITERIA IN STATE PROGRAMS


Several States have been acutely aware that a reliance solely on chemical criteria and toxicity tests
may not be fully protective of aquatic life as mandated  in the CWA and  State legislation. These
States have begun to develop biocriteria to directly address the protection of aquatic life.  At the
workshop,  ten States presented  their development, methods, and uses of biocriteria.  The States
have used four general  approaches to develop biological  criteria: (1) State law explicitly defines
an appropriate biological use classification system, or a particular biological measure or set of
measures (Maine, Vermont, Florida and  Ohio have  such legislative mandates).  (2)   The  State
regulatory agency develops detailed  lists of characteristic and key  organisms  expected in healthy
waterbodies for each ecological region (Arkansas uses this approach).  (3) The State regulatory
agency develops quantitative numerical criteria based on several biological  indices and sets regional
expectations for  minimally-impacted waterbodies (e.g.,  Ohio's numerical biocriteria).  (4)  The
State regulatory agency uses biosurvey data as decision-support information.  Many States currently
use this less structured  approach.


Experiences in Common Among States Developing Biocriteria

While no  two States use exactly  the same set  of ambient biological assessment  tools,  several
common themes  were evident from the presentations.  This section discusses these  themes and
presents an overview  of the States' development of biocriteria,  the kinds of  problems being
addressed,  and the sampling  methods.

o      States in different parts of the country face a variety of water quality problems and natural
       conditions.  Despite  this variety  of regulatory  issues,  several States have been  able to
       successfully develop appropriate biocriteria tools  to address the problems of protecting
       aquatic life.

o      There is considerable potential for applying similar biosurvey methods among neighboring
       states that share similar ecological regions. For  example, the southeast Atlantic Seaboard
       States (except Florida) all share portions of four  distinct ecoregions and should be able to
       conserve  fiscal resources to develop the needed  biosurvey tools.

o      Within each State there exists extensive knowledge about the biological condition of  the
       waterbodies among State regulatory personnel and academic  researchers.  These experiences
       and databases from biological  surveys can provide the initial framework for  establishing
       biocriteria.  That  is, no State needs to start from a "no information" position.

o      In the ten States presenting talks at the workshop, professional aquatic  biologists have been
       active participants in the process of establishing water quality standards and biocriteria and
       in  monitoring the environmental  results  of pollution and pollution controls.  This  is an
       important point, because development of meaningful  biocriteria and biosurvey  methods
       requires  knowledge of both aquatic biological communities and the regulatory process.

o      All ten States use community-based biological data (as opposed to indicator species)  from
       ambient   biosurveys.    These  data  range  from  a  fairly  simple  diversity index  of
       macroinvertebrate communities, to  a  combination of several more complex measures of
       macroinvertebrate and fish community health.  All ten States have methodologies to define
       benchmarks of attainability to which they compare this community-based data. They have
       established levels  of  deviation  from attainable conditions  that, when exceeded, warrant
       remedial  action.

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o      Biosurvey data have been used to establish and define aquatic life uses, to plan programs
       and  as a corrective  feedback device  in  monitoring activities.   Biocriteria have  been
       integrated into existing State programs and have not replaced ongoing chemical monitoring
       programs.


State  Applications of Biosurvev Data and Biocriteria

From a practical standpoint, there are three interrelated issues that  bear directly on performing
ambient biological sampling and establishing biocriteria.  They are, in broad terms, defining health
or integrity of aquatic communities, developing measurements that address the definition(s), and
applying the information from biosurveys to  the legalities of monitoring, standards  and  permits.
A healthy aquatic community is usually defined as one  that possesses a diversity, an abundance
of organisms,  a trophic structure,  and  a species composition  closely matching those found in
relatively unimpacted or natural conditions.  This definition implies  a spatial and ecological
framework for comparing sites.  Measuring the health of a system has two components, sampling
(data  collection) and analysis of data.  States must also  decide  how  to apply this information in
their  water quality programs.  States implement their findings by determining which waters will
be subject to which measures, which impacts can be assessed biologically, and how to establish
reasonable and adequate standards.  A summary of the States' approaches to  these three issues
follows.

Data  Collection -- Data collection represents a compromise between the  resource expended and
the information gained. This compromise is one of the factors that has led to a fairly wide variety
of State  biosurvey programs.   However, all ten States presenting  talks  at  the workshop  have
developed  standard field  methods and quality  assurance documents to  insure  consistent and
defensible results.

All ten States sample macroinvertebrates in  their  biosurveys.  There  was no clear preference
between  artificial  substrate samplers or  sampling natural  substrates.   The  major expense of
macroinvertebrate sampling is in the identification  of specimens.  This has led to varying levels
of resolution among State  programs (e.g.. field identification to the family level  as  in North
Carolina, subsampling and  identifying  100  organisms per  sample as  in  New York's  rapid
bioassessment protocol, and identification to the species level and counting all organisms in a large
subsample as with, Ohio and Vermont).  The suitability of these levels depends on the impact
being examined, the  level of certainty needed, the resolution needed to detect  changes, the need
for rapid turnaround and the probability of litigation.

Five  of  these States also  sample  fish.   Fish sampling requires a  larger field effort than for
macroinvertebrates, but the specimens are typically identified  to the species level and counted in
the field. Thus, the data are quickly available for analysis.  In addition, fish have a greater public
appeal. Four of the States use electrofishing techniques for most of their collecting. Arkansas uses
a combination of electrofishers and rotenone, depending on the waterbody being sampled.

The States also reported collecting physical habitat data.   The physical condition of the waterbody
greatly affects the health of the biological communities and the ability of a waterbody  to attain
a  given  use.  A separate assessment of the  habitat  helps to determine  whether any  measured
impairment  to the biota results  from water quality or  habitat limitations and whether  they are
controllable.  These  data begin to address the issues of nonchemical and nonpoint degradation.
They also help refine the comparability of sites.  There is a wide range of uses of this information
among States.

Reference Sites — To assess the level of impact at a site it is  necessary to refer to one or more
similar sites that are relatively unimpaired.  These are  often upstream from a point or nonpoint
source of pollution. All States use  this approach for most of their assessments. Many States  assess

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a point source impact by surveying several upstream  and downstream recovery sites to better
evaluate ambient variability.

When conditions upstream are also impacted, the States typically choose reference sites in nearby
streams (or lakes).  Four States are  beginning to use ecoregions to define attainable conditions.
This allows assessment without paired samples.   Ohio developed explicit ecoregional standards for
all stream classes, for  fish and macroinvertebrates.  Arkansas uses ecoregional species signatures
(profiles)  of  "characteristic" and "key" fish to define the expected communities in unimpacted
streams. Nebraska and North Carolina are in the process of developing regional criteria.

Interpretation of Field Data — For regulatory purposes there are two parts to the analysis of field
data:  defining quantifiable features of the biological  community that describe its health, and
comparing those results to some standard usually derived from unimpacted or minimally impacted
communities.  The simplest measures of biotic health are species richness and diversity.  Florida
defines an impact as reducing the macroinvertebrate species diversity  index to less than 75% of
established background levels.  Because opportunistic species can colonize a site and inflate the
index, Florida's state biologists  have proposed removing  these species  from their analysis. Other
States  calculate species  diversity among their  analyses,  but only Florida's rules have  specific
reference  to that index.

Another feature of a healthy biotic community is the presence and abundance of species intolerant
of degraded  conditions.  A growing body of research continues to improve our knowledge of
species' tolerances.  Traditionally, three Orders of insects (Stoneflies,  Mayflies, and Caddisflies)
have been considered  intolerant of a variety of pollution  impacts.  This relatively coarse level of
resolution (initially developed by North Carolina) is one of the metrics used by New York, Ohio,
North Carolina and others. Maine, Ohio, Vermont and others identify individual species tolerances
to environmental disturbances.  Florida uses Beck's Biotic Index of macroinvertebrate tolerances
to pollution  and  New  Mexico  uses  Winget and Mangum's  Biotic Condition Index that was
developed for the Rockies.  Fish  species tolerances are also used by some States.

There is  growing  interest  in and use of  more  complex assessments of  biotic health.   These
evaluations  use multiple features of community structure e.g., diversity, abundance,  trophic
structure, and tolerance  to  degradation.  The advantage of this type of  evaluation is that  it
provides a more complete, ecologically sound assessment of the health  of the aquatic community.
One approach examines each component of biological integrity serially  through a decision matrix.
Maine and Vermont use this approach  with macroinvertebrate community data.

The other approach sums the values of individual metrics into one index  value.  For fish, the
Index  of Biotic Integrity (IBI) is gaining wider acceptance.  Currently, the IBI is most applicable
to small streams and rivers, but research is continuing to  expand it for use in major rivers, lakes
and  estuaries.  Ohio and Illinois  are using the IBI and  Vermont is modifying it for use in  its
streams. Several similar indices are being developed for macroinvertebrate communities.  Ohio has
developed an  Invertebrate Community  Index (ICI) modeled closely on  the IBI.

Application of biosurvev data to criteria — There is currently a wide range in the uses of ambient
biological data by  the States.  New Mexico, Nebraska and  North Carolina do not have explicit
biological language in their standards but are considering its inclusion. New York, Illinois and Ohio
have proposed explicit narrative and numerical criteria.  Vermont, Maine, Florida  and Arkansas
have biocriteria in  place. Vermont and New Mexico use  biosurvey data primarily to measure the
level of impact of recreational development on mountain streams. Florida uses ambient biological
data to assess impacts from point sources and  dredge/fill  operations.  Maine  has developed a
detailed decision matrix to assess whether a  waterbody  is attaining its designated uses.  Ohio's
proposed  criteria use  ecoregional values for several  indices of biotic  health to assess point and
nonpoint source, and habitat impacts and as an arbiter of aquatic life  use attainment.

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Thus, despite diverse natural settings and legislative mandates, at  least ten States have taken a
community oriented approach to analyzing biosurvey data and to applying the results to regulatory
decision making and planning.
              III.  WORK GROUP SUMMARIES AND RECOMMENDATIONS

To facilitate effective consideration of the diverse technical, and program/policy related issues
specific discussion groups were established to address each major topic. This section summarizes
the discussions of the five workgroups. Some recommendations were presented by more than one
group. These repetitions emphasize the importance of those issues, and concurrence among groups
working independently, while showing their relationship to each topic.  The recommendations of
the two sampling and data evaluation workgroups (for fish and for benthic macroinvertebrates) are
combined to present an overview of biological sampling and data issues related to the surface water
programs.


WATER QUALITY-BASED EFFLUENT LIMITATION  (PERMITS) WORKGROUP

Technical Support Document for Biocriteria and Biosurvev

Standardized, documented  methods and procedures are necessary  to  integrate  biocriteria and
biosurvey information into the water programs.  Further, development and documentation of these
procedures are particularly  critical to their integration into the National  Pollutant  Discharge
Elimination System (NPDES) permits  program.

To promote and guide development of these procedures, it is recommended that U.S. EPA produce
a Technical Support Document that describes the use of ambient biosurveys  and development of
biocriteria.  This document should draw  upon the experiences and knowledge of the existing State
programs  while  encouraging States to tailor biosurvey  programs to their specific needs.  The
document should present guidance on a  broad range of subjects  to include:

o      The necessity and description of standard operating procedures. Carefully conceived and
       documented field and laboratory procedures are essential for effective evaluation  of impacts
       and for enforcement of standards;

o      Quality assurance/quality control plans.   These are an integral  part of standardized
       operating procedures;

o      The use of specific indices, i.e.,  definitions of each  index, what each measures, the range
       resolution each provides, and appropriate uses for each category of regulatory  concern;

o      The ecoregion concept and regionalization of criteria, both biological and chemical;

o      Consideration  of  the appropriate  uses (and limitations) of Rapid Bioassessment Protocols
       for fish and macroinvertebrate community evaluation.

A Biocriteria "Policy" Document

The Region V draft statement "Regarding the Use of Ambient  Biosurvey  Data in Implementing
the Objectives, Goals and Policies of the Clean Water  Act" served as the focal point for the
workgroup's discussions regarding integration of biocriteria and biosurvey data into the  regulatory
permits program. The Region V statement was subsequently redrafted, based  on recommendations
contained in this report.  The concepts contained in the statement are broadly applicable and this

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workgroup recommends the statement (Appendix A) as a guide for the Office of Water and other
Regions and States.  The following are specific  recommendations from this workgroup.
Most  importantly, biosurvey information should be used,  where applicable  in all surface water
programs, to include broad use  in monitoring, planning, water  quality standards,  permitting,
hazardous waste, wetlands  and other programs.

To facilitate integration of biosurvey data specifically into the regulatory permits program:

o      The U.S. EPA should actively encourage the States to  use ambient biological sampling as
       an additional monitoring tool for  toxicity screening  and environmental problem discovery.

o      lo general, site-specific biosurvey data should be considered  the optimum assessment of
       attainment of designated aquatic  life uses.  However, if chemical-specific, toxicity, and
       biosurvey methods  yield apparently contradictory indications, none of the three types of
       evaluation should be assumed, a  priori, to be superior to the  others.  Rather, the  quality
       of the data  and analysis used in each of the  three approaches should  determine the
       appropriate course of action.

o      An integrated approach should be taken  in the development of NPDES permit limitations,
       using a  weight of  evidence  evaluation  of bioassay,  biosurvey, and  chemical-specific
       information at a level  of complexity dictated  by  site-specific  concerns.  The necessity of
       any particular piece of information should be evaluated on a  case-by-case basis.

o      Although many population  effects are revealed, it should be recognized  that biosurvey
       information  may not  address potential  wildlife or human  health  concerns, allocations
       necessary to prevent the cumulative impacts of long-term low level discharges to lakes and
       wetlands, or potential accumulation of pollutants to deleterious levels in sediment or tissue.

o      Discussion of the use  of biosurvey data in the water programs should be  included in an
       update of the Regional Water Monitoring Strategy.

o      Personnel  performing  ambient  biological  sampling  should be  actively  involved in
       formulating  and approving water quality  based permitting  requirements in State  and
       Regional programs.

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WATER QUALITY STANDARDS WORKGROUP

The discussion focused on two main topics.  First, does the water quality standards program need
criteria that are based  on  assessments of the resident  biological community?  The States have
limited resources and are justifiably reluctant to develop  new types of criteria and assessment
procedures, unless  there is a clear and convincing need for them. Second, how can those States
that are interested in biocriteria incorporate  them into their standards and what needs to be done
next, by both EPA and the States? The experiences of the States that have developed biocriteria
were discussed.  A summary of the uses of biosurvey data and biocriteria in several  States is
presented in Section II


Biosurvev  Data  and   Biocriteria  Fill a Critical Gap  in the Standards Program

Ambient biological sampling provides  a direct  assessment of the biological community  in  the
waterbody being evaluated, and therefore, a measurement of aquatic life use attainment that cannot
be obtained by laboratory-based criteria, (chemical-specific, toxicity or whole effluent testing).
Biocriteria provide a basis for evaluating the effectiveness of existing pollution controls and  for
identifying previously unknown sources of impairment.  They also can be used to identify where
site-specific criteria modifications are needed. Currently, there is no ecologically based mechanism
within the  standards program for evaluating  the appropriateness of existing criteria for protecting
aquatic life uses.   It is necessary to recognize the value of biosurvey data or the adoption of
biocriteria  in  State standards to provide a "reality check" on State and Federal chemical-specific
criteria.

There are no criteria to address many pollutants from nonpoint sources, particularly sedimentation
and  its effect on aquatic habitats.  Nonpoint sources are the  major  causes of surface water use
impairment (Judy, et al. 1984). The Agency policy on nonpoint source control (updated SAM-32,
of  1987) recommends  that biological assessments and  other  site-specific evaluations  (e.g.,  for
physical habitat degradation) be used to determine the effectiveness of Best Management Practices
(BMP's).

Biosurvey data and biocriteria can also be applied to use attainability analyses. Biocriteria, coupled
with regional  use classifications, such as those that employ  the ecpregion concept, provide a more
quantitative basis for establishing aquatic life uses.  This specificity is often necessary to identify
use impairment.   These tools provide an effective mechanism for characterizing the ecological
value of high quality  waters, i.e.,  those waters that possess exceptional water quality or that
support sensitive and/or endangered aquatic species.  This evaluation of high quality waters is a
necessary component of State antidegradation policies and  State standards.

Biocriteria and biosurvey data provide a screening tool for other programs such as monitoring and
permits. These tools along with all other relevant information such as chemical-specific and whole
effluent criteria, should be used in the permit setting process.  Conflicts between these assessment
approaches should be resolved using a "weight of evidence" approach, which considers the "power"
of each type of assessment to address the issues and the level of resolution of the data.  The lack
of evidence of biological impairment in the receiving water should not preclude establishing permit
limits based on other evidence.   Biosurvey data maybe useful in modifying  the application of
chemical-specific  and bioassay based criteria.

Characterization of a waterbody based on biosurvey data and in terms of biological criteria is more
understandable to the general public and encourages their  involvement  in the regulatory process.

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Biocriteria Development in State Programs

Many of  the  applications discussed  above do  not require  any changes  in  State water  quality
standards  statutes.  They  include the following:

o      Use attainability analyses

o      Identifying  areas where  site-specific criteria (both biological and chemical) are  needed

o      Characterizing the value of high quality waters as required by antidegradation statutes

o      Determining the need for additional controls

o      Identifying  previously unknown sources of pollution

o      Use attainment to achieve the swimmable/fishable goals of the CWA.

Some minor modifications or clarifications  of State statutes  may be warranted to better describe
the specific applications of biosurvey data  (and biocriteria where they exist) in  the standards.

Existing aquatic life and  fishery use designations generally do not adequately describe  the types
of organisms that should be found in the  waterbody.  Uses are  generally distinguished  only as
warmwater and coldwater aquatic life (usually meaning salmonid  and nonsalmonid waters).  This
has been adequate  where one numeric criterion is developed for a  particular contaminant;  e.g.,
national criteria recommendations under Section 304(a) of the Clean Water Act.   However, there
are several examples  that show  that national criteria are not applicable in all cases;  e.g., natural
conditions (regional patterns in Arkansas  dissolved  oxygen), species  composition responses to
impacts in warmwater habitats, etc.

There is evidence that the need for site-specific criteria (biological, chemical and physical) may
follow regional patterns similar to those developed by Omernik (i.e., ecoregions).  The  biosurvey
information used to define these patterns can be used to develop more descriptive designated uses.
The Ohio and  Arkansas standards are examples of ecoregional use designations  that describe the
types of species that should  be found in waterbodies within each class.  These  more descriptive
use classes provide a basis for site-specific criteria, conducting use attainability analyses, long-
term monitoring, problem discovery, etc. In addition, designated uses based on species composition
allow for  greater public involvement in a range of surface water programs.

Biocriteria can be  numeric,  narrative, or both.  Where a narrative statement is used,  a  process
should be  in place that describes how biological  information will be collected  and evaluated to
determine  compliance.  This is similar to the implementation procedure required  for the narrative
criteria currently in all State standards.  Biocriteria  should  initially be  narrative until  sufficient
data have been collected  to develop  numeric criteria.  Narrative  criteria can take the form of a
general statement that the waterbody exhibit an unimpaired  biological community.  This must be
supported  by procedures  to evaluate the level of impairment. Maine's standards are  an example
of appropriate use  of narrative criteria.

Numeric criteria may be based on individual measurements or indices  such as  species richness,
diversity,  trophic composition, abundance or biomass.  Preferably, they should also integrate
several  indices to  provide  an overall measure of aquatic  health,  e.g., Karr's  Index  of Biotic
Integrity (IBI), Gammon's Index of Weil-Being (IWB), or the Invertebrate Community Index (ICI).
Ohio's standards, for example, set  regional numeric biocriteria for all three of these indices.

Implicit in any "standard" is the issue of comparability.  In  the case of  biocriteria, the  standards
are biological  conditions in relatively unimpacted  waterbodies.  When assessing suspected  impacts
on  the  biological community, and  appropriate nearby unimpacted  stations  exist upstream, the


                                             10

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biological characteristics of upstream and downstream reaches can be directly compared.  This
would be most applicable in high quality headwater streams.  Where such stations do not  exist,
(e.g. heavily industrialized waterbodies, waters impaired by nonpoint sources or large  waterbodies
such as lakes and estuaries) the biological quality must be compared  to similar (usually nearby)
unimpacted or  less impaired waterbodies. Another approach uses data from a set of minimally
impacted  reference sites that are considered to  be similar ecologically.  This approach does  not
require paired  sample  comparisons and is often  used in  conjunction  with  the  ecoregion
methodology for  defining relatively homogeneous areas and a  series of  minimally impacted
reference reaches.  State standards should allow both types of methods for using biosurvey data
and when establishing biocriteria.


It is recommended that:

o      States begin developing biocriteria. Biocriteria and ambient biological surveys fill important
       gaps in the water quality standards program.

o      EPA develop national guidance  on the use of biocriteria and biosurvey data in the  water
       quality-based  program;  similar to the  1985 Technical Support  Document  for   Water
       Quality-based  Toxics  Control".   This should  include guidance on physical  habitat
       assessments.

o      EPA develop a national policy on  the inclusion of  biocriteria in State standards and clarify
       how this information  will  be used  in the  surface water programs.  This policy should
       clarify the legal basis for application of biocriteria and biosurvey data.

o      Further evaluations be made of how biosurvey information compares with chemical-specific
       or whole effluent assessments.
                                             11

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SAMPLING AND DATA EVALUATION: FISH AND BENTHIC MACROINVERTEBRATES
WORKGROUPS

Two aquatic life discussion  groups were established, one for fish and the other for benthic
macroinvertebrates.  The intent of separating these workgroups was not to discourage exchange
between them but to consider the particular attributes of each aquatic life groups in greater detail.
The experiences and knowledge of the participants convinced us that evaluation of  both aquatic
life groups is clearly optimal and often  necessary.  We do not advocate  the  routine use of one
group over the  other on a programmatic  basis.  The knowledge and professional experience of a
qualified field  biologist should be applied to decide how best to biologically assess a particular
environmental project.

Surface Water Program Issues

Ambient biological  sampling  and  evaluation of these data should  be integrated  into a variety of
State and Federal surface water programs to more completely assess and monitor the health of the
Nation's waters. Biosurveys improve our  ability to assess attainment and nonattainment of aquatic
life uses, as well as enhance use attainability studies. These assessments should be included among
the measures of the success of pollution  abatement programs.

Biosurvey data  should be used for surveillance,  monitoring, and enforcement  of water quality
standards for point source discharges. These data enable evaluation of multiple point sources, and
can be used to  identify additive impacts of multiple dischargers. Even when designated uses are
being attained,  small incremental impacts can be identified by quantitative and  qualitative shifts
in biological community structure  and  function.  A single sampling session  is adequate for
screening  purposes,  to  indicate where  further sampling is needed, or  to  initiate some other
regulatory action.  However, the need for more complete information increases as the complexity
of the  issues  increases.

Whereas there are a variety of surrogate methods (e.g., chemical monitoring and bioassay) for
estimating point source impacts to  the biota, surrogates are unsatisfactory for  estimating many
kinds of nonpoint source (NFS) impacts.  Biosurveys should be used to screen for  location, severity
and extent of  suspected (or  known) areas of  NFS  impacts and to evaluate long-term trends.
Results of previous biological surveys should be  incorporated  into subsequent 305(b) reports to
identify lakes and stream segments  with  NFS impacts, and to demonstrate trends.

A conceptual framework (Figure  1)  for using ambient biological sampling data in surface water
programs has been proposed by some of the staff of  the Ohio EPA.   Most  importantly, this
framework shows that when decisions are made on aquatic life use attainability, attainment and
nonattainment,  those decisions should be  based  largely on a direct assessment of the  aquatic
community.  This framework does not represent a policy statement by either U.S. EPA or Ohio
EPA, rather it  should be a starting  point for further discussions.

Professional aquatic biologists (both  fisheries  and benthic)  should  be active participants in all
phases of the biosurvey programs; from planning, sampling site selection, data collection, specimen
identification, analysis and interpretation of data, to report and permit writing  and  review.

A technical support or guidance  document should be developed by  U.S. EPA  to identify  how
biocriteria and  ambient biological assessments can be implemented in the surface water programs.
This document  should provide:

o      Clear definitions of terms to eliminate  the confusion that currently exits about usage and
       meaning.  These workgroups recommend the definitions used  in this report;

o      Guidance to State and Federal personnel in surface water programs about the appropriate
       uses and advantages of ambient biological sampling; and,


                                            12

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    ficure  1. ».  conceptual framework for assessing anslent biological perfornance
             •no tne success or laplnejited pollution control  strategies.
                                                            Presurvfy Reconnaissance
                                                           (SeeOnloCPAQAmanual for auils)
    ^Recent ^  (Surrogate Evaluation}
    Biological    l<.« vp»nf
          Analysis ol
           lanouse
         Practices nc
                            Permit Limits "T
                         I Control Slategles
              Implementation
             if Pollution Control
                Strategies	
• Screening blesurvcys us* widely spaced Mvpling  slt«s to obtain general
  viter quality  Inioraatlon •bout a watershed.

e Ceaiprehenslve/  blosurveyt require nuaeroiu eaapling altes to docuwnt
  severity and extent of lapacts.  Saapllng occurs at reference sites, sites
  up and oovnstreu fro* point sources, and areas  of expected changes In
  water quality.

c Biologies! coaraunltlei react predictably to warloui water quality probleas
  le.g.. tOKlclty.  0.0  sags,  slltatlen).  Us a result, blosurveys Indicate
  tne type of lupact. and vhen coupled with receiving vator Bonttorlng
  provide greater  resolution of tne sourcefel and  typels)  of Impacts.
                                                  13

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o      An evaluation of the relative strengths and weaknesses of the various chemical,  physical
       and biological assessment methods to address different regulatory issues.  Table  1 is one
       such evaluation and  is presented here only as an example and a suggestion for additional
       calculations.  The cost effectiveness of biological sampling as an assessment tool has been
       demonstrated by the Ohio EPA (Ohio EPA 1987). Other States and regulatory  agencies
       should document the relative costs of these methods.


Sampling  Issues

It  is essential that biosurveys be  performed with the same  degree of  procedural  rigor used in
chemical  monitoring  and toxicity testing.   Clear data quality  objectives (DQOs) need  to be
developed and  implemented before ambient biological sampling is done.  States need to develop
(with guidance from U.S. EPA) and  document standard field and data evaluation  methods to
achieve the data quality objectives.  The rationale for using  particular assessment  procedures to
address a given regulatory issue should  be included in such a document. However, it is understood
that States may need to use  the results of ambient biological  sampling without having completely
documented their methods or DQOs,(e.g., while they are in  the  process of testing and selecting
methods).  The data evaluation techniques currently used by many of the States should serve as
models  or beginning points  for other State programs.

Both fish and benthic macroinvertebrate (benthos) communities  should  be used  in any ambient
biological sampling program. The experiences of the State biologists at the workshop indicate that
frequently results of ambient fish and benthos assessments  corroborate each other.  However, these
two groups are not equally  sensitive to all perturbations in all  circumstances. An understanding
of these differences  is important in selecting assessment methods and evaluating  data.

The following are some considerations in selecting assessment methods.  These considerations do
not imply a superiority of either biological group  for regulatory assessment purposes and are not
reasons to use only one group exclusively.
Fish
       Fish populations and individual fish tend to remain in the same area during summer, when
       most sampling occurs.  Fish communities are persistent and recover rapidly from droughts
       and floods.  Thus, large community fluctuations are unlikely for purely  natural reasons.
       Comparable results can be expected from an unperturbed site at various times during a
       summer.

       Fish are a highly visible  component  of the aquatic community to the  general  public.
       Aquatic life uses and regulatory language are typically characterized in terms of fish (e.g.,
       coldwater, warmwater, sport, etc.).

       Most fish species have long life spans (3-10* years) and  can reflect both long term  and
       current environmental quality.  The sampling frequency required for trend estimates is less
       than for shorter-lived organisms.

       Fish have larger ranges and are less  affected by natural microhabitat differences than
       smaller organisms. This makes fish especially useful for assessing regional and macrohabitat
       differences.

       Fish continuously inhabit the receiving waters and  integrate the chemical, physical,  and
       biological histories of the waters that are not directly measured by chemical or short-term
       bioassays alone.
                                             14

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 Table 1.   The comparative ability and  "power" of various chemical, physical, and biological
           assessment  techniques  to measure or indicate key components of factors affecting
           biological  Integrity of surface waters (D -  directly measures; I - Indirectly measures!
           S - strongly  reflects;  C - casual relationship).  Modified from Ohio EPA (1987).
Factors/Components
Level 1&2
Exposure
Assess . 1
Level 3
Exposure
Assess.'
Toxlcity
(acute)
Toxlcity
(chronic)
Physical
Assessment
Ambient
Biological
Evaluation
 X. CHEMICAL WATER QUALITY
  Conventional substances   D            D            I
  Heavy metals              D            D            I
  Toxic organic*                         D            I
  Static interactions       SSI
  Dynamic  Interactions                   I
 s
 s
M/A
 S
II.  ENERGY DYNAMICS
   1° and 2° dynamics        C            I                                                   I
   Nutrient cycling          C            I                                                   I
   Organic Inputs                         C                                                   I

III.  HABITAT QUALITY
   Substrate                                                                    D             S
   Water velocity                                                               D             S
   Instreara cover            ____§}             5
   Channel integrity                                                            D             S
   Riparian buffer                                                              D             S
   Habitat diversity                                                            D             S

IV.  FLOW REGIME
   Low Extremes              I            I                                                   S
   High Extremes             -                                                                S
   Temporal cycles                        C           -            -            C             S
   Volume                    D            D           -            -            D             S

V.  BIOITC RESPONSES
   Acute effects             I            I           D            D            -             S
   Chronic effects           Ills-             S
  Abundance, bicmass        -                                                                D
   Structural                -----             D
   Functional                -----             n
  Disease, etc.                                      C            C                          D
  Tolerances                _____             D
  Competition               _____             s
  Reproduction                                                    S                          S
  Predatlon                 _____             s
  Growth                                 C           -            S                          D
1  primarily models for oxygen demanding substances and simple mass-balance dilution calculations
   for other substances; steady-state conditions assumed.
2  applications ranging from probaballstic dilution to dynamic fate-assessment models.

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o      The taxonomy of fish is well established, allowing experienced biologists to identify most
       species in the field, reducing data generation time.

o      Distributions, life histories and tolerances to environmental stresses of many fish species
       are documented in the scientific literature.  Fishes are collected annually by a variety of
       agencies and organizations.  Thus, the relative abundances of tolerant and intolerant species
       and  the absence of expected, but generally intolerant species, provide evidence about a
       site's quality.


Benthic Macroinvertebrates

o      Most benthos are sessile or have limited migration patterns, making them well-suited for
       assessing site-specific impacts (upstream/downstream studies).

o      Benthic communities integrate the effects of short-term impacts since most species have
       complex life cycles of one  to two years or less.  The sensitive life stages respond quickly
       to stress.

o      Degraded stream  conditions  may be detected  with  only  a cursory examination of the
       benthos since many sensitive taxa are relatively easy to identify to the family level in the
       field.

o      Sampling for benthos is easy, requiring few biologists with inexpensive equipment, and has
       no detrimental effect on the  resident biota.

o      Benthos are  a primary  food source  for  important recreational  and commercial  fish.
       Abundant food is a primary  requirement for healthy fish populations.

o      Many small streams (1st and 2nd order) naturally support a diverse macroinvertebrate fauna
       and  can provide ample data for many rigorous statistical analyses and tests.  Likewise,
       tributaries to lakes and large rivers are best evaluated using benthos due to  the ability  of
       fish to freely migrate in and out of the larger  waterbody.

o      Many State  regulatory agencies routinely  collect  benthos and  thus have extensive  data
       available.

For  evaluating specific  impacts, a series  of reference sampling  sites should be  selected from
upstream and downstream recovery areas wherever possible.  If the upstream or recovery segments
are impacted,  a series of  reference sites may be chosen in adjacent streams of similar drainage
areas and morphology, within the same ecoregion.   These data should serve as  the  basis for
evaluating data from suspected impact areas.

Long-term  biomonitoring should be conducted at  regional reference sites.  Data from these sites
may be  used to evaluate  the effectiveness of the overall water quality control  program and  to
detect any long-term trends.  The  range of data collected from regional reference sites should  be
the basis for developing  regional biocriteria.  For either  long-term or site-specific purposes,
sampling and data evaluation should be done within an ecoregional framework.

Selection of actual sampling locations and specific habitats within  those locations should be made
by the field biologists, within State defined guidelines.   The choice of habitats to sample (e.g.,
riffles, pools, etc) will  be dictated by  their availability at the site, other  site conditions and
whether they  are representative of that ecoregion.   Likewise, the  use  of artificial or natural
substrate sampling  for benthos should depend on site  conditions, the data needs of a particular
program and  past experience. The rationale for site and  substrate choices should be included  in
State guidelines and the choice documented for  each sample.


                                             16

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Larval fish, or young-of-the-year, although not used in most indices, are sensitive to particular
kinds of stresses. Their presence should be included in a narrative discussion of the survey results.

The issues of seasonality and low-flow sampling continue to generate much discussion. Although
sampling is not limited  by season, for purposes of assessing environmental impact, fish should be
sampled during  the low-  to moderate-flow periods of summer and early fall and benthos should
be sampled during stable base flows conditions.  Sampling during these periods produces the most
consistent and ecologically meaningful results.

It is  not necessary  to sample  during  7Q10  conditions because  not  only  do the biological
communities integrate ecosystem effects over a long time period, but biological  populations are
most stable and easily collected at base-flow. The longer term (annual, seasonal) impact of chronic
toxicity can be evaluated. Low-level chronic toxicity occurring only during the 7Q10  may not be
detected;  however, the ecological significance of this toxicity is also questionable. The ecological
significance of toxicity  occurring only during extreme low flow  conditions can  be  highly variable,
depending in part on the flow regime of the stream.  It is recommended that, whenever possible,
flow data be used to help interpret results of biosurveys.

Benthic surveys are useful for instances when potential toxicity is predicted from effluent toxicity
tests.  If the  biosurvey data  does not support  the toxicity evaluation,  the information may be
reevaluated,  where  feasible using a "weight of evidence" approach.   If biosurveys indicate  a
potential toxicity problem with a discharge, an  effluent toxicity test is recommended.

An evaluation of physical habitat quality should be conducted in conjunction with the biological
assessment.  The health of  biological communities is as dependent on the physical  habitat as on
the chemical water quality.  Many NFS impacts affect the physical condition of the  waterbody.
A habitat evaluation is  necessary to delineate these effects and to account for natural  ecoregional
and site-specific differences.  Different evaluations should be made for fish and benthos.  Benthos
habitat assessments should collect information on the riparian zone.

State and regional training is needed on the use of the Rapid Bioassessment Protocols (RBP).  The
RBP may be used  to augment, but does not necessarily replace, any more intensive State biosurvey
methods.  In addition, the U.S. EPA biological field methods manual should be updated to address
all  of these  issues and to provide information about  advances in sampling techniques.

Data Evaluation Issues

The State and Federal surface water programs need  to develop guidance regarding the  quantity,
quality and kinds of data (from biosurveys, chemical sampling, bioassays, etc.) required to address
each regulatory  issue. There needs to be a mechanism (e.g., a decision tree) to determine the level
of sampling and data effort and  resolution of information that  is sufficient for various purposes.

Perturbations in aquatic communities should be demonstrated by measuring shifts in the structural
and functional  composition from conditions  expected  in unimpaired  or  minimally  impacted
situations. For example,  increases in the number of species tolerant of pollution and decreases in
the number of carnivore species indicate structural  and functional shifts. This approach should
be  considered for parallel studies with in situ bioassays and toxicity testing.

To effectively assess the  health (or integrity) of a biological community, it is necessary to use a
multimetric approach.  A reliance on one or two measures (e.g., species  richness and diversity) is
often inadequate.   Data evaluation methods now are available to more  completely assess biotic
integrity.   One approach  combines several community measures, e.g.,  species  richness  and
composition, trophic composition, condition of individuals, etc. into one index, while  making the
original measures  available for further analyses or evaluation.  Karr's Index  of Biotic Integrity
(IBI) is an example of  this  approach.  Another method uses several community measures placed
in a "decision matrix" or "decision tree" to evaluate the level of impact on a biological community.


                                             17

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Again,  these  measures are used  to compare results with  those  expected of communities in
minimally impacted sites.

There should be increased use of computer programs and databases, including (but not limited to)
the U.S. EPA BIOS system  for storage, retrieval and analyses of biological data.  Rigorous data
quality  checks,  including automated spelling, locational  controls and duplicate data entry, are
needed  to ensure data quality. The U.S. EPA should encourage exchange of data and analytical
tools among all agencies (Federal and State) involved with surface water programs.  Ideally, there
should be a  mechanism  to  evaluate existing  data and sampling programs from among  various
agencies and to  coordinate efforts by neighboring States to evaluate cross-boundary streams and
watersheds.
ECOREGIONS WORKGROUP

Ecological  regions (rather  than political or  hydrographic regions) are  a  useful geographic
framework for developing biological criteria.  Ecoregions reduce (but do not eliminate) overall
variability among sites.  Thus they provide a method to determine a range of attainable conditions
and allow development of protective yet reasonable standards on a regional basis. This framework
allows a means  to develop biological expectations that is  far less expensive than  site specific
approaches and much more accurate than national criteria.

Relatively unimpacted reference sites are essential for evaluating known or suspected impacts.  The
ecoregion  methodology  provides   alternatives  to,  or  can  augment,   the currently  used
upstream/downstream site selection methods.  This is  especially  important for monitoring and
reporting an entire State's  waterbodies  (305b and  319 reports) and where  upstream sites are
disturbed or naturally different.

Regional reference sites function as: checks on  upstream reference sites and downstream recovery
sites;  tools to evaluate nonpoint source problems; a means to develop regional  biological criteria;
and benchmarks for evaluating use attainment. In addition, the process of establishing regional
reference sites provides the States with a list of their best waters.  These sites may be considered
for special  protection from  degradation.

The U.S. EPA and the States should invest in the up-front cost of locating and evaluating regional
reference sites.  These sites would then form the framework for a long term monitoring network
that has  enormous potential in long term  cost savings and status and  trend assessment.

The States and U.S. EPA should evaluate the usefulness of alternative ecoregion maps, based on
their needs and applications. For example, in Minnesota, Ohio, and Oregon, Omernik's ecoregions
showed better correspondence with patterns in  fish communities and/or water chemistry than did
Bailey's ecoregions, river basins or physiographic regions. In Arkansas, Omernik's ecoregions and
physiographic regions both corresponded better to aquatic ecosystem patterns than did Bailey's
ecoregion or river basins. However, the USDA  map of Major Land Resource Areas may be more
applicable to chemical patterns in Nebraska and Iowa.  These  ecoregion evaluations  must include
data from minimally impacted regional sites. Using a mix of disturbed and "clean" sites blurs any
regional  patterns and defeats the purpose of establishing benchmarks of attainability.

Regional biological criteria should  initially  be narrative, until sufficient data exist to develop
numeric criteria.  Narrative criteria should be in the form of key,  characteristic and dominant
species expected in minimally impacted sites, as well as those species that dominate disturbed sites
on  a  regional basis.  Numeric criteria should  be based on expected  regional  values for species
richness and composition, diversity, trophic composition, abundance and/or biomass, and condition.
As  many of these measures as possible should be analyzed to evaluate the overall health of the
biotic communities. Eventually the individual  metrics should be incorporated into a multimetric


                                             18

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analysis of aquatic community  integrity; either as a "decision  matrix" such  as Maine's, or as an
index of integrity such as Karr's IBI.

Ecoregions can be used  to organize data for 30S(b)  reporting on an ecological, rather than a
statewide or site specific, basis.  Regions can stimulate a broader ecosystem  perspective on water
issues, helping  managers to  prioritize problems and  locate outliers.  Ecoregions do not  yield
biological numbers for permits.  Ecoregions are not "magic bullets" with static, precisely defined
boundaries. Instead, they require a fair amount of thought and biogeographical knowledge to use
properly.

EPA and the States should:

o      'Use ecoregions as a geographic framework for stratifying biological  variability;

o      Use minimally-impacted ecoregional reference sites to set regional biological expectations
       (narrative or numerical);

o      Locate and  monitor these ecoregional reference sites;

o      Test the relative usefulness of various ecoregion maps based on data  from these reference
       sites;

o      Support  a  technology transfer  program  to assist  States in  the development of  regional
       biological criteria.
                                              19

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20

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                              SELECTED BIBLIOGRAPHY


Arkansas DPCE. 1988. Regulation No. 2, As Amended.  Regulation Establishing Water Quality
       Standards for Surface Waters of the State of Arkansas. Little Rock, AR.

Courtemanch,  D. L.  and  S. P. Davies.  1987.  A Coefficient  of Community  Loss to Assess
       Detrimental Change in Aquatic Communities. Water Research. 21:217-222.

Cummins, K. W., and M. A. Wilzbach. 198S. Field Procedures For Analysis of Functional Feeding
       Groups  of  Stream  Macro-invertebrates.    Appalachian  Environmental  Laboratory.
       Contribution  1611. Frostburg, MD.

Gammon, J. R. 1980. The Use of Community Parameters Derived from Electrofishing Catches of
       River Fish as Indicators of Environmental Quality, pp 335-363 in Seminar on water quality
       management  tradeoffs.  U.S.  Environmental  Protection  Agency. EPA-90S/9-80/009.
       Washington, DC.

Hellawell, J. M. 1978. Biological surveillance of rivers. Water Research Centre. Stevenage, England.

Hughes, R. M. and D. P. Larsen.  1988. Ecoregions:  An Approach to Surface Water Protection.
       Journal  of the Water Pollution Control Federation. 60:486-493.

Hughes, R. M., D. P. Larsen and J. M. Omernik. 1986. Regional Reference Sites: a Method For
       Assessing Stream Potentials.  Environmental Management 10:629-635.

Judy, R. D., P. N. Seeley, T. M.  Murray, S. C. Svirsky,  M. R. Whitworth, and L. S.  Schinger.
       1984. 1982 National Fisheries Survey. Vol. 1. Technical Report Initial Findings.  U.S. Fish
       and Wildlife Service. FWS/OBS-84/06. Washington, DC.

Karr, J. R. 1981. Assessment of Biotic Integrity Using Fish Communities.  Fisheries 6(6):21-27.

Karr, J.  R., K. D. Fausch,  P. L. Angermeier, P. R.  Yant  and I. J. Schlosser.  1986.  Assessing
       Biological Integrity in Running Waters:  A Method and Its  Rationale. Special Publication
       5.  Illinois Natural History Survey. Champaign, IL.

Nebraska DEC. 1987. A Summary of NDEC's Stream Inventory and Classification Process. Lincoln,
       NE.

Ohio  EPA. I987a.  Biological Criteria for  the Protection of Aquatic Life:  Vol  1. The Role of
       Biological Data in Water Quality Assessment. Division of Water Quality  Monitoring and
       Assessment. Columbus, OH.
	. 1987b. Biological Criteria for the Protection of Aquatic Life: Vol. 2. Users' Manual for
       Biological Field Assessment of Ohio Surface Waters. Division of Water Quality Monitoring
       and Assessment. Columbus, OH.

Omernik,  J. M.  1987. Ecoregions of the conterminous United States.  (Map Supplement). Annals
       Of the  Association of American Geographers. 77(1):118-125.

Plafkin, J. L., M.  T. Barbour, K. D. Porter, S.  K. Gross, and R. M. Hughes.  In Press.  Rapid
       Bioassessment Protocols for Use in Streams and Rivers:  Benthic  Macroinvertebrates and
       Fish.   U.S. Environmental Protection Agency.  Monitoring and  Data Support Division.
       Washington, DC.
                                            21

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Robertson,  P. G.  1988. A Critique of and Proposal  for Modifying Maryland's Surface Water
       Monitoring Program.  Maryland Department of the Environment. Baltimore, MD.

U.S. Environmental Protection Agency. 1987. Surface Water Monitoring: A Framework For Change.
       Washington, DC.

U.S. General Accounting Office. 1986. The Nation's Water: Key Unanswered Questions About The
       Quality of Rivers and Streams.  U.S. GAO Progress, Evaluations and Methods Division.
       Washington DC. GAO/PEMD-86-6.
                                          22

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    Appendix A: The Region V Statement sent as a letter to all six State Water Program  Malagas
    (example letter to Ohio).

    ^v^t  TJ
          i                           REGION 5
                              230 SOUTH DEARBORN ST.
                              CHICAGO, ILLINOIS 60604
                                                                  REPLY TO THE ATTEKTION OF

    2 6 MAY  i:0                                                     5WQS-TUB-8

  Richard L.  Shank,  Ph.D.
  Director
  Ohio Environmental  Protection Agency
  P.O.  Box  1049
  1800 WaterMark Drive
  Columbus. Ohio  43266-0149

  Re:   Region V  Statement Regarding the Use of Instream Biosurvey Data in
        Implementing  the Objectives, Goals and Policies of the Clean Water Act

  Dear Dr.  Shank:

  The purpose of this letter is to reinforce Sections 308(c)  and (d) of the
  1987 Clean  Water Act (CWA) amendments by encouraging Region V States to
  gather and  use instream biological survey data, where possible, when
  implementing pollution control requirements mandated by the Act.  In the
  past,  the emphasis of both Federal and State regulatory programs has been on
  the  control of point source discharges of pollutants to surface waters
  through the National Pollutant Discharge Elimination System (NPDES) permit.
  The  1987  amendments reaffirm our past efforts, but  also broaden the focus
  of  our respective  agencies hy requiring additional  efforts  in a number of
  areas.  These areas of increased emphasis include nonpoint  source concerns
  (e.g..  Section 319 of the CWA), identification and  control  of toxic substance
  influences  (e.g.,  Sections 304 and 305 of the CWA), follow-up studies to
  examine benefits of pollution control efforts, and  other initiatives.  As
  efforts to  control surface water pollution diversify and as our understanding
  of  the complexity of the problems increases (particularly in  the toxic
  substance control area), it is important that  the regulatory  agencies fully
  utilize and integrate available assessment and control methods (i.e.,
  biological, chemical and treatment technology) to ensure the  goals of the
  CWA  are achieved.  This integration appears critical to developing and
  implementing the most efficient and appropriate monitoring  and control
  programs given limited resources.

  On August 25, 1987, Region V distributed guidance on implementing whole
  effluent toxicity controls in NPDES permits.  This  guidance was consistent
  with the U.S. Environmental Protection Agency's (U.S. EPA)  1984 National
                                         23

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policy for the development of water quality-based  permit  limitations for
toxic pollutants (FR 49 [48]: 9016-9019,  March 9,  1984).  To  further encourage
the Region V States to adopt and implement the truly  Integrated  approach to
pollution control referenced in the National  policy statement. Region V
(through the Environmental Sciences Division  and Regional Instream Biological
Criteria Committee) will  work with each State agency  to update the State
water monitoring strategy.  The purpose of this effort should be to ensure
the appropriate biosurvey. toxicity testing,  and chemical-specific analytical
capabilities are Incorporated into ongoing programs.  Encouraging the expanded
and integrated use of biosurvey Information Is clearly consistent with National
policy and objectives.

The biomonltoring capabilities (both biosurvey and toxicity testing expertise)
of all of the Region V States are recognized.  In  addition, expanded use of
Instream assessments and  efforts to develop and implement biocrlteria are
apparent in selected States both within and outside Region V. These activities
are encouraged where appropriate and the  information  should be used in the
appropriate manner to effectively Influence regulatory decisions and actions.
Instream assessments can  also be utilized to  document environmental Improvements
resulting from these actions.  The Region V Instream  Biological  Criteria
Committee can provide technical assistance, and review biocriteria or other
proposals.

It is clear that toxicity testing and toxicity controls are playing an
important role in complementing traditional chemical-specific controls on
toxic substances.  In addition to these tools, biosurvey  information can
complement ongoing monitoring activities  and  play  an  important role in such
areas as:

(1) determining if the aquatic life use designation is being  attained;

(?) indicating whether additional point or non-point  source abatements are
    needed;

(3) verifying the effectiveness of pollution  abatement programs;

(4) indicating th? general level of treatment necessary to attain, or
    maintain, the desired use designation by  comparison with  pollutant
    loadings from similar receiving waters with demonstrated  healthy aquatic
    communities;

(5) satisfying water program reporting requirements under Clean  Water Act
    Sections 304(1). 305(b), 314 and 319  and

(6) educating the public  about water quality  assessment and management.

Along with the expanded use and integration of biosurvey  information Into
the variety of surface water programs. Integration Into the NPDES program
is critical.  Because the focus on controlling discharges of  toxic substances
from point sources must be intensified to ensure compliance with Section
304(1) and other objectives of the CWA, 1t Is important to utilize all
available tools to satisfy these CWA requirements. With  particular regard
                                       24

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to the role of biosurvey Information in the development  of  toxic  substance
controls and individual strategies,  U.S. EPA guidance recommends  the  use  of
biosurvey results, where appropriate, in the water quality  standards  and
wasteload allocation programs.   This information  should  be  used to  complement
effluent toxicity information when developing water quality-based effluent
limitations for NPDES permits.   The integration of chemical  and biological
assessment methods will provide b.etter protection of receiving water
quality by lending considerable insight into the  source,  character, or
magnitude of potential environmental Impacts and  by helping State agencies
focus resources and prioritize  additional  abatement efforts.

In cases where there appear to  be significant differences in the  estimates
of receiving water quality based on the different assessment methods
(i.e., biosurvey. toxicity testing and chemical-spedfie  analyses), Region V
recommends use of a "weight of  evidence" evaluation which utilizes  the
relative strengths of all  of the assessment tools.  Integration of  biosurvey
information into the NPDES program as opposed to  other water programs may
be a more sensitive process because the NPDES program is  relatively well
established with a number of specific procedures  and policies.  Also,
biosurvey information and inferences are generally not as directly  applicable
(as toxicity or chemical-specific measures) to the formulation of permit
limitations.  Therefore, the following specific recommendations are intended
to address the effective integration of biosurvey information into  State
programs specifically from the  NPDES permitting perspective:

(1) The States should be encouraged to use instream biosurveys as an
    additional monitoring tool  for environmental  problem discovery.

(2) In general, site-specific biosurvey data should be considered the most
    direct measure of designated aquatic life use attainment. However,
    when chemical-specific, bioassay. and biosurvey methods yield contra-
    dictory indications, none of the three types  of methods should  be
    assumed, a priori, to be superior to the others; rather the quality
    of data and analysis utilized in each of the  three approaches will
    determine the appropriate course of action.

(3) An integrated approach should be taken to the development of  NPDES
    permit limitations, using bioassay. biosurvey and chemical-specific
    information at a level o* complexity dictated by site-specific  concerns.
    The necessity of any particular piece of information should be  evaluated
    on a case-by-case basis.

(4) Although many chronic and acute population effects are  revealed,  it
    should be recognized that biosurvey information may  not address
    potential wildlife or human health concerns,  allocations necessary to
    prevent the cumulative impacts of long-term low-level discharges  to
    lakes, or potential accumulation of pollutants to deleterious levels
    in sediment or tissue.

(5) Discussion of the use of instream biosurvey data in  the water programs
    should be included in an update of the Regional Water Monitoring
    Strategy and respective State strategies.

                                    25

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  (6) Personnel  performing biomonitoring  (biosurvey and bioassay) evaluations
      should be  an integral  part  of  the formulation and approval of water
      quality-based permitting  requirements  in  State and Regional programs.

  Although relatively concise,  these recommendations are intended to address
  a number of critical  aspects  with  respect  to  integration of biosurvey
  information into ongoing State  programs.   "Institutionalization" of
  biosurvey information into State programs  is  deemed necessary to maximize
  the effectiveness of State monitoring,  wasteload allocation and control
  efforts.

  As a final  note, the recent National Biocriteria Workshop recommended that
  U.S. EPA assemble a Technical Support Document for the development and
  implementation of biocriteria.  This document is expected to present more
  detailed methods and technical  material regarding development of biocriteria
  and instream assessment  programs consistent with this statement.  Also,
  copies  of the  National Biocriteria Workshop Report will be sent to your
  office  within  the next few weeks.   If you  have any questions regarding the
  application of biosurvey data or biocriteria, please contact the Regional
  Water Quality  Standards  Coordinator, James Luey, at 312-886-0132, or the
  Instream Biological  Criteria  Committee  Chairperson, Wayne Davis, at
  312-886-6233.
  Sincerely  yours,
^Charles H.  SutTin             &      William H. Sanders III, Director
  Director, Water  Division             Environmental Sciences Division
                                    26

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Appendix B.  Speakers and Work Group Leaders:
             Resource people to contact for further information.

I.  State Program Presenters

       Arkansas
             John Giese
             Arkansas Department of Pollution Control and Ecology
             8001 National Drive
             Little Rock, AR 72209
             (501) 562-7444

       Florida
             Jim Hulbert
             Florida Department of Environmental Regulation
             Suite 232
             3319 Maguire Blvd.
             Orlando, FL 32803
             (305) 894-7555

       Illinois
             Robert Hite
             Illinois Environmental Protection Agency
             2209 West  Main
             Marion, IL 62959
             (618) 997-4371

       Maine
             David Courtemanch        or      Susan Davies
             Dept of Environmental                   Dept. of Environ.
                     Protection                                Protection
             State House No. 17                       State House No.  17
             Augusta, ME 04333                       Augusta,  ME 04333
             (207) 289-7789                                  (207) 289-7778

       Ohio
             Chris Yoder
             Ohio Environmental  Protection Agency
             Water Quality Laboratory
              1030 King Ave.
             Columbus, OH 43212
             (614) 466-1488

       Nebraska
             Terry Maret
             Department of Environmental Control
             Box 94877
             State House Station
             Lincoln, NB 69509
             (402) 471-2186
                                           27

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       New Mexico
             Gerald Jacobi
             Environmental Sciences
             School of Science and Technology
             New Mexico Highlands University
             Las Vegas, NM 87701
             (505) 425-7511

       New York
             Robert Bode
             New York State Department of
                    Environmental Conservation
             Box  1397
             U.S. Post Office and Courthouse
             Albany, NY 12201
             (518) 432-2624

       North Carolina
             David Penrose                      or   David Lenat
             Dept. of Natural Resources &
                    Community Development
             512 North Salisbury Street
             Raleigh,  NC 27611
             (919) 733-6946

       Vermont
             Richard Langdon                  or     Steve Fiske
             Dept. of Environmental                   Dept. of Environ.
                    Conservation  10 North                   Conserv. Lab.
             103 S. Main Street                       6 Baldwin St.
             Waterbury, VT 05676                    Montpelier, VT 05602
             (802) 244-5638                                  (802) 828-3369
II.  Ecological Issues Speakers

       Fish Ecology
             Charles Hocutt
             Horn Point Environmental Lab.
             Box 775
             University of Maryland
             Cambridge, MD 21613
             (301) 228-8200

       Benthic Ecology
             Kenneth Cummins
             Appalachian Environmental Laboratory
             University of Maryland
             Frostburg, MD 21532
             (301) 689-3115
                                          28

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III.  Work Group Leaders

       Water-Quality Based Limitation Permits
             James Luey
             U.S. EPA Region 5
             230 S. Dearborn (5WQS)
             Chicago, IL 60604
             (312) 886-0132      FTS 886-0132
      Water Quality Standards
             John Maxted
             Criteria  and Standards Division
             U.S. EPA  WH 585
             401 M Street SW
             Washington, DC 20460
             (202) 382-5907     FTS 382-5907
      Field Sampling -- Benthos
             Wayne Davis
             U.S. EPA Region 5
             536 S. Clark St. (5-SMQA)
             Chicago, IL 60605
             (312) 886-6233     FTS 886-6233

                   or

             James Plafkin
             Monitoring and Data Support Division
             U.S. EPA  WH 553
             401 M. Street SW
             Washington, DC 20460
             (202) 382-7005     FTS 382-7005

      Field Sampling — Fish
             Tom Simon
             U.S. EPA Region 5
             536 S. Clark St. (5-CRL)
             Chicago, IL 60605
             (312) 353-9070     FTS 353-5524
       Ecoregions
             Bob Hughes
             Northrop Services, Inc.
             1600 SW Western Ave.
             Corvallis, OR 97333
             (503) 757-4666 x333     FTS 420-4666 x333
                                         29

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Appendix C:  1987 National Biocriteria Workshop Participants
       Paul Adamus
       Corvallis ERL, Wetlands Program
       200 S.W. 35th Street
       Corvallis, OR 97333
       (503) 757-4666    FTS 420-4666
               EXT. 341
      Rick Albright
      USEPA Region 10, WD-139
      1200 6th Avenue NW
      Seattle, WA 98101
      (206) 442-8514   FTS 399-8514
      Max Anderson
      USEPA Region 5
      536 S. Clark St. (5SCRL)
      Chicago, IL 60605
      (312) 353-9070   FTS 353-9070
      John Arthur
      USEPA
      Environmental Research Lab
      6201 Congdon Blvd.
      Duluth, MN 55804
      (218) 720-5565   FTS 780-5565
      Joe Ball
      Wisconsin DNR
      Water Resource Management, WR/2
      P.O. Box 7921
      Madison, WI  53707
      (608) 266-7390
      Robert Bode
      New York State Department
        of Environmental Conservation
      Box 1397
      U.S. Post Office and Courthouse
      Albany, NY 12201
      (518) 432-2624
      Susan Boldt
      USEPA  Region 5
      230 S. Dearborn (5WQS)
      Chicago, IL 60604
      (312) 886-0141    FTS 886-0141
Greg Bright
Department of Environmental
  Management
5500 W. Bradbury
Indianapolis, IN 46241
(317)243-5114

Paul Campanella
USEPA Headquarters. OPPE
401 M St. S.W., PM 222-A
Washington, D.C. 20460
(202) 382-4906   FTS 382-4906

Brian  Choy
Hawaii Department of  Health
645 Halekauwila Street
Honolulu, HI  96813
(808) 548-6767

David Courtemanch
Department of Environmental
  Protection
State House No. 17
Augusta, ME  04333
(207) 289-7789

Bill Creal
Michigan DNR
Surface Water Quality Division
P.O. Box 30028
Lansing, MI 48909
(517) 373-2867

Norm Crisp
Environmental Services Div.
USEPA  Region 7
25 Funston Road
Kansas City. KS 66115
(913) 236-3881   FTS 757-3881

Phil Crocker
Water Quality Mgmt. Branch
USEPA Region 6
1445 Ross Ave.
Dallas, TX 75202-2733
(214) 655-7145

Kenneth Cummins
Appalachian Environmental Lab
University of Maryland
Frostburg, MD 21532
(301) 689-3115
                                         30

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Susan Davies
Department of Environmental
  Protection
State House No. 17
Augusta, ME  04333
(207) 289-7778
Wayne Davis
USEPA Region 5
536 S. Clark St.  (5-SMQA)
Chicago, IL 60605
(312) 886-6233   FTS 886-6233
Jeff DeShon
Ohio EPA, Surface Water Section
1030 King Ave.
Columbus, OH 43212
(614) 294-5841
Gar> Fandrei
Minnesota Pollution Control Agency
Division of Water Quality
520 La Fayette Road North
St. Paul, MN 55155
(612) 296-7363
Kenneth Fenner
USEPA Region 5
Water Quality Branch
230 S. Dearborn
Chicago, IL 60604
(312) 353-2079   FTS 353-2079

Steve Fiske
Department of Environmental
  Conservation Laboratory
6 Baldwin St.
Montpelier, VT 05602
(802) 828-3369

Jack Freda
Ohio EPA, Surface Water Section
1030 King Avenue
Columbus, OH 43212
(614) 294-5841

Toby Frcvert
Illinois EPA
Div. of Water Pollution Control
2200 Churchill Road
Springfield, IL 62706
(217) 782-3362
Cynthia Fuller
USEPA GLNPO
230 S. Dearborn
Chicago, IL 60604
(312) 353-7942   FTS 353-7942

Jeff Gagler
USEPA Region 5
230 S. Dearborn (5WQS)
Chicago, IL 60604
(312) 886-6679   FTS 886-6679

Jim Giattina
USEPA Region 5
230 S. Dearborn (5WQP)
Chicago, IL 60604
(312) 886-6107   FTS 886-6107

John Giese
AR Department of  Pollution
  Control and Ecology
8001 National Drive
Little Rock,  AR 72209
(501) 562-7444

Jim Green
Environmental Services  Div.
USEPA Region 3
303 Methodist Bldg.
llth and Chapline
Wheeling,  WV 26003
(304) 233-1271

Martin Gurtz
U.S. Geological Survey, WRD
P.O. Box 2857
Raleigh, NC 27602-2857
(919) 856-4791   FTS 672-4791

Rick Hafele
OR Dept.  Environmental Quality
1712 S.W.  llth Street
Portland, OR 97201
(503) 229-5983

Jim Harrison
USEPA Region 4
345 Courtland St. (4WM-MEB)
Atlanta, GA 30365
(404) 347-2930   FTS 257-7788

Steve Heiskary
MN Pollution Control Agency
520 Lafayette Road
St. Paul, MN 55155
(612) 296-7217
                                   31

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Rollie Hemmett
USEPA  Region 2
Environmental Services
Woodridge Avenue
Edison, NJ 08837

Robert Hite
Illinois Environmental
  Protection Agency
2209 West Main
Marion, IL 62959
(618) 997-4371

Charles Hocutt
Horn Point Environmental
  Laboratory Box  775
University of Maryland
Cambridge, MD 21613
(301) 228-8200

Linda Hoist
USEPA  - Region  5
230 S. Dearborn  (5WQS)
Chicago, IL 60604
(312)886-1506   FTS 886-1506

William  B. Horning II
U.S. EPA
Environmental Monitoring &
  Support Lab
3411 Church Street
Cincinnati, OH 45244
(513) 727-8350   FTS 527-8350

Hoke S. Howard
USEPA, Region 4
College Station Road
Athens,  GA 30605
(404) 546-2207

Robert Hughes
Northrop Services Inc.
200 SW 35th Street
Corvallis, OR 97333
(503) 757-4666   FTS 420-4666
         EXT. 333

Jim Hulbert
Florida Dept Environmental
   Regulations
Suite 232
3319 Maguire Blvd.
Orlando, FL 32803
(305) 894-7555
Gerald Jacobi
Environmental Sciences
School of Science & Technology
NM Highlands University
Las Vegas, NM  87701
(505)  425-7511

Roy Kleinsasser
Texas Park & Wildlife
P.O. Box 947
San Marcos,  TX 78667
(512)  353-3480

Robert Koroncai
Water Management Division
USEPA Region 3
847 Chestnut Bldg.
Philadelphia, PA 19107
(205)  597-0133    FTS 597-0133

Jim Kurtenbach
USEPA Region 2
Woodbridge  Ave.
Rariton Depot Bldg. 10
Edison, NJ 08837
(201)  321-6695    FTS 340-6695

Roy Kwiatkowski
Water Quality Objectives Div.
Water Quality Branch
Environment Canada
Ottawa, Ontario
Canada K1A OH3
(819)  953-3198

Richard Langdon
Department of Environmental
  Conservation — 10  North
103 S. Main  Street
Waterbury, VT 05676
(802)  244-5638

James Luey
USEPA Region 5
230 S. Dearborn (5WQS)
Chicago, IL  60604
(312)  886-0132    FTS 886-0132

Terry Maret
Dept. Environmental Control
Box 94877
State  House  Station
Lincoln, NB 69509
(402)  471-2186
                                   32

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Wally Matsunaga
Illinois EPA
1701 First Ave., *600
May wood, IL 60153
(312) 345-9780
John Maxted
Criteria & Standards Division
USEPA  WH 585
401 M Street, SW
Washington, DC 20460
'(202) 382-5907   FTS 382-5907
Robert Mosher
Illinois EPA
2200 Churchill Rd. *15
P.O. Box 19276
Springfield, IL 62794
(217) 782-3362
Phillip Oshida
U.S. EPA,  Region 9
215 Fremont Street
San Francisco, CA 94105
(415) 974-8318
 Bill Painter
 USEPA HQ, OPPE
 401 M Street, SW (W435B)
 Washington, DC 20460
 (202) 475-9530   FTS 475-9530
 Loys Parrish
 USEPA Region 8
 P.O. Box 25366
 Denver Federal Center
 Denver, CO 80225
 (303) 236-5064

 David Penrose
 Dept of Natural Resources &
  Community Development
 512  N. Salisbury Street
 Raleigh, NC 27611
 (919) 733-6946

 Rob Pepin
 USEPA   Region 5
 230  S. Dearborn
 Chicago, IL 60604
 (312) 886-0157   FTS 886-0157
James Plafkin
Monitoring & Data Support Div.
USEPA   WH 553
401 M Street. SW
Washington, DC 20460
(202) 382-7005    FTS 382-7005

Wayne Poppe
Tennessee Valley Authority
270 Haney Bldg.
Chattanooga, TN 37401
(615) 751-7333

Walter Redmon
USEPA   Region 5
230 S. Dearborn
Chicago, IL 60604
(312)886-6110    FTS 886-6110

Jean Roberts
AZ Dept. Environmental Quality
2655 East Magnolia
Phoenix, AZ 85034
(602) 628-5321

Charles  Saylor
Tennessee Valley Authority
Field Operations Eastern Area
Division of Services & Field  Operations
Norris,  TN 37828
(615) 632-1792

Robert Schacht
Illinois EPA
1701 First Avenue
May wood,  IL 60153
(312)  345-9780

Larry Shepard
USEPA - Region 5
230 S. Dearborn (5WQP)
Chicago, IL 60604
(312)  886-1980    FTS 886-1980

Jerry Shulte
OH River Sanitation Commission
49 E. 4th St., Suite 851
Cincinnati, OH  45202
(S13) 421-1151

Bruce Shackleford
Arkansas Dept.  of  Pollution
  Control & Ecology
8001 National Drive
Little Rock. AR 72209
(501)  562-7444
                                    33

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Thomas Simon
USEPA - Region 5
536 S. Clark St. (5SCRL)
Chicago, IL 6060S
(312) 353-5524   FTS 353-5524
J.P. Singh
USEPA  Region 5
536 Clark St. (5SCDO)
Chicago,  IL 60605
(312) 353-9637   FTS 353-9637
Marc Smith
OH EPA Biomonitoring Section
1030 King Avenue
Columbus, OH 43212
(614) 466-3981

Denise Steurer
USEPA - Region 5
230 S. Dearborn
Chicago, IL 60604
(312)886-6115   FTS 886-6115

Bill Tucker
Illinois EPA
Div. of Water Pollution Control
4500 S.  Sixth Street
Springfield, IL 62706
(217) 786-0315
Stephen Twidwell
Texas Water Commission
P.O. Box 13087
Capital Station
Austin, TX 78711-3087
(512) 463-8464

Thorn Whittier
Northrop Services, Inc.
200 SW 35th Street
Corvallis, OR 97333
(503) 757-4666   FTS 420-4666
        EXT. 337

Barbara Willliams
USEPA  Region 5
230 S. Dearborn
Chicago, IL 60604
(312) 886-0149   FTS 886-0149

Bill Wuerthele
Water Management  Division
USEPA  Region 8  WM-SP
999  18th Street  Suite 500
Denver, CO 80202
(303) 293-1586   FTS 564-1586

Chris Yoder
Ohio EPA
Water Quality Lab
1030 King Ave.
Columbus, OH 43212
(614) 466-1488
                                   34

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