&EPA
    United States
    Environmental Protection
    Agency
Montgomery  County,  Maryland
Uses Biological  Monitoring  to
Better Understand  and Manage
Watersheds
 Background
                                                                PENNSYLVANIA
Montgomery County faced a growing problem that has
confronted local governments across the country: the
cumulative impacts that population growth and resulting
land-use changes are having on local streams and their
accompanying ecosystems.

Land-use change brings with it an increase of impervious
(non-absorbent/non-permeable) surfaces. Studies show that
stream health is directly related to imperviousness.
As imperviousness increases, stream and groundwater
health decreases.
         IMPERVIOUS VS.  PERMEABLE SURFACES
                        INFILTRATION
                      Nutrients, pathogens,
                    sediment ana toxics filtered
                     through plants and soil
  As IMPERVIOUSNESS increases,
          quality decreases.
                Pollutants
                Erosion   4-
              Sedimentation -^
                Flooding
               Aquatic Life
               Temperature
             GROUNDWATER
                Infiltration
                Pollutants  4,
                 Supply
                     As PERMEABILITY increases,
                     quality increases.
                Montgomery County,'
                Maryland, adjacent
                and to the northwest of
                Washington, DC
                                              Population Growth and Projections
                                                for Montgomery County

                                             1,200,000
                                   Montgomery County has:

                                   • Higher household income
                                   than most counties in the
                                   country
                                   • Resources for biomonitoring
                                   and traditional monitoring
                                   • Very little "heavy" industry
                   • Environmental compliance problems from small
                   shops and industries
                   • Multi-media public environmental educational
                   program
    Montgomery County stopped collecting data on its streams during
    the 1980s when only chemical and physical tests of the water were
    available. Many of these tests were expensive and did not measure
    the cumulative impacts observable in county streams. County officials
    needed an affordable tool to serve as a report card for stream
    health. Local community groups in Montgomery County had begun
    using biological monitoring (biomonitoring) techniques - drawing upon
    knowledge of the abundance and diversity of plant and animal life in
    local streams - to monitor stream health. Federal and state agencies were
    also recommending biomonitoring as a cost-effective tool to assess the
    cumulative impacts  in streams and rivers. Living things integrate and
    reflect the effects of physical, chemical and biological stressors, and can
    be a major asset for evaluating ecological condition.

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Program  Development
Montgomery County began its biomonitoring program in 1994. At that time, a wide assortment of many different
biological monitoring methods were in use by Maryland agencies. No one method was recommended over the others.
Montgomery County formed a work group to develop methods (protocols) that followed those recommended by EPA's
Office of Water, in Rapid Bioassessment Protocols for Use in Streams and Wadeable Rivers, http://www.epa.gov/owow/
monitoring/rbp/chO 1 main .html.

                                   Provisional Montgomery County IBI
                      Invertebrate IBI
                                                                          Fish IBI
          Total number of taxa
          Biota Index
          Ratio of scrapers (scrapers + filtering
             collectors)
          Proportion of hydropsyche and
             cheumatopsyche/total EPT individuals
          Proportion dominant taxa
          Total number of EPT taxa
          Proportion of total EPT individuals
          Proportion of shredders
                                                          Total number of species
                                                          Total number of riffle benthic insectivores
                                                          Total number of minnow species
                                                          Total number of intolerant species
                                                          Proportion of tolerant individuals
                                                          Proportion of omnivores/generalists
                                                          Proportion of pioneering species
                                                          Total number of individuals (excluding
                                                            tolerants)
                                                          Proportion of disease
In 1995, with guidance from the EPA Biological Criteria Team, the County began developing an Index of Biotic Integrity
or IBI on an eco-region basis. Benthic macroinvertebrate (bottom dwelling insects) and fish IBIs reflect the structure and
function of these communities as compared to those in the reference streams. Reference streams are the highest
quality streams found within the County and surrounding areas and are
generally found in heavily forested and less developed areas. Streams rated
excellent or good by the IBIs are considered healthy. Excellent streams are
comparable to the highest quality reference streams and good streams are
comparable to the remainder of the reference  streams. Poor streams are
considered unhealthy compared to reference streams. These Indexes have
several measures that describe stream health.  For example, the number of
species (a measure of community structure), the feeding mode (a measure
of community function), pollution sensitivity, and proportion of introduced
species, provides a picture of overall ecological stream health. (See the
Technical Appendix of From the Mountains to the Sea - The State of
Maryland's Freshwater Streams, EPA/903/R-99/023, http://www.epa.gov/
maia, for a more detailed explanation of the development offish and benthic
IBIs.) The County is in the process of finalizing the two interim indexes it
developed, one for stream fish and one for benthic macroinvertebrate s.

Montgomery County uses both targeted and probability-based (random)
sampling to support different management  needs. Sites are selected in one
of three ways:  (1) sections of streams (reaches) are randomly selected
and sites are randomly  chosen within each  section (reach), (2) sections of
streams (reaches) are targeted and sites are  randomly chosen on the reach,
or (3) both reaches and sites are targeted. For the purposes of developing
integrated estimates of stream condition, only the probability-based samples
(selection methods  1 and 2) can be used. Targeted sites are useful for other
purposes (particularly to diagnose causes of stream degradation at specific    Figure 1. Tony Prochaska, Maryland Department
local sites), but do not support area estimates  with known precision. Over     of Natural Resources, demonstrates techniques to
time, Montgomery County is shifting to random selection of reaches and
sites, but will continue  to employ some targeted reaches and fixed  sites tor
detection of trends in stream condition.
                                                                    hands-on training

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The County also developed protocols to assess the
surrounding riparian and in-stream habitat. A rapid habitat
assessment is taken every time a monitoring station is
visited. A more quantitative physical habitat assessment (such
as stream gradient, width, depth, flow rate, stream side
vegetation, etc.) is also taken at each station.

Montgomery County's protocols were peer reviewed by state,
local and federal agencies and used for more than six
years. During this time, Maryland's Department of Natural
Resources developed the Maryland Biological Stream Survey
(MBSS), which included standardized field methods  to
monitor fish and benthic macroinvertebrates.

In 2000, Montgomery County, Department of Environmental
Protection (DEP), and EPA's Mid-Atlantic Integrated
Assessment (MAIA) program executed a Memorandum of
Understanding (MOU) to establish a working partnership
and a commitment to work together to share information
and develop joint products addressing the County's various
activities to monitor and evaluate biological resource
conditions, prioritize stream protection needs, plan and
construct projects to retrofit urban stormwater controls and
restore degraded habitats.

In 2001, Montgomery County revised its field monitoring
methods to directly compare to those of the MBSS as a result of
a comparative study funded by MAIA.
Figure 2. Macroinvertebrate samples collected during stream
monitoring.
         Figure 3. Angela Chaisson, Andrea Farley, and David Jordahl collect samples.

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Outcomes
In 1997, Montgomery County monitored every
watershed (23 in total) within its boundaries. The
biomonitoring program screened the watersheds,
identifying areas of healthy waters and areas of
impairment.

Impaired areas were assessed to determine if the
impairment was habitat-related or caused by other
stressors. Two primary stressors were identified: altered
flow and sediment. The County will monitor every 5
years to assess the condition and the success or failure
of management actions.

In 1998, Montgomery County published the first
Countywide Stream Protection Strategy (CSPS). This
document provides stream condition information on
more than 200 sub-watersheds within 23 watersheds
containing 1,500 miles of streams. An updated CSPS in
2003 will provide information on afl County streams.

Once the condition of the streams was determined,
Montgomery County combined the results with
information about current and future land-use to develop
five possible watershed management categories:

• Watershed Preservation Areas
• Watershed Protection Areas
• Watershed Restoration Areas
• Urban Watershed Management Areas
• Agricultural Watershed Management Areas
                        O Insufficient Data
                    Figure 4. Montgomery County stream condition as determined by the
                    Biomonitoring Program.
Each category has an associated set of prevention or remediation efforts.
     Before Rehabilitation
         Paint Branch
     Montgomery County,
            Maryland
An excellent stream running through public lands would qualify as a Watershed
Preservation Area. Public policy for such an area could include dedication of
the area as parkland, creation of easements for conservation or agricultural
preservation, and restrictions on future land-use. Fair or poor streams running
through heavily developed/impervious areas qualify as Watershed Restoration
                                       Areas. Policy responses could include
                                       new stormwater controls, restoration
                                       of stream habitat, public education
                                       campaigns, or increased forested
                                       buffers.

                                       The County used the CSPS to prioritize
                                       its watershed restoration efforts to those
                                       areas most in need of immediate
                                       remediation. Prioritization was based
                                       on the stability of the stream channel
                                       and the condition of the stream biotic
                                       communities as a measure of the degree
                                       of cumulative impacts in the upstream
                                       drainage area.
                                          After Rehabilitation

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Program Support
                                        Six primary programs support or require the use of information
                                        from Montgomery County's biomonitoring program:
   The Federal Clean Water Act paved
   the way for the use of biomonitoring
and assessment in public decision-
making. A municipal storm water permit
system administered by the states to
restore and protect U.S. watersheds,
was established as part of the National
Pollutant Discharge Elimination
System (NPDES). Montgomery County
uses biomonitoring to screen all
watersheds for areas of impairment at
least once every five years.
                                                 The Countywide Stream Protection Strategy (CSPS)
                                                 updates stream condition ratings every five years,
                                                 resulting in updated watershed management categories
                                                 and priorities. The Strategy provides a way for planners,
                                                 managers, and elected officials to understand and
                                                 consider environmental data as part of their planning
                                                 process. Montgomery County officials note that it is
                                                 crucial to provide this information in a timely, concise,
                                                 and understandable manner to elected officials to allow
                                                 a more considered understanding of the trade-offs
                                                 inherent in economic growth.
                  U.S. EPA's Science to
                  Achieve Results (STAR)
                  Grant Program. Montgomery County is a co-investigator with the University
                of Maryland on an EPA STAR grant. The goal of this grant is to determine how
                the timing, rate, and spatial configuration of land conversion influences stream
                habitat and ecosystem health in four watersheds. The grant funds five University
                of Maryland interns, serving as stream monitors, and the equipment to support this
                monitoring. The County has timely access to the data being collected, allowing it
                to be applied immediately.
        K^Mom
               Impr
     Montgomery County's Capital
     Improvement Program receives grants
   for watershed restoration. As part of
   the grant requirements, the County uses
   biomonitoring to document the success
   of its restoration programs. Restoration
   goals are set and assessed through the
   biomonitoring program.
                                     The County's Special Protection Area Monitoring
                                     Regulation is also known as the "Water Quality
                                     Ordinance." This regulation assesses the impact of
                                     development and designates Special Protection Areas.
                                     These are areas with good quality water, but where
                                     planned growth is coming. The County wants to
                                     maintain the water quality while allowing growth
                                     to occur. Under these regulations, the staff first
                                     uses fee-supported biomonitoring to evaluate stream
                                     	  condition and then developers  provide on-going
                                           Best Management Practice (BMP) monitoring.
                                                                                                0
                                                    Maryland Biological Stream Survey (MBSS).
                                                    Montgomery County coordinates with the MBSS in the
                                                    monitoring and screening of County waters. Use of the
                                                    same field monitoring protocols used by Maryland
                                                    has allowed County watershed assessments to be
                                                    used for the State's 305(b) report on the condition
                                                    of State waters and its 303(d) list of impaired water
                                                    bodies.

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             How Can  Other Counties and Local
      Governments Develop a Similar Program?

A good way to begin is to develop a benthic macroinvertebrate program, collecting
specimens and then identifying them in-house or sending them to a taxonomist's
laboratory for identification. A benthos-only program in Montgomery County would
cost from $1,000 to $1,500 per monitoring station per year in staff, equipment, and
analysis fees. Alternately, local officials could develop their budgets for a "benthos
only" program by assuming that each monitoring station requires 12 work hours
per year - four hours worth of collection, and another eight hours to transport
the benthos, identify them, and then develop a stream rating. For counties that
send their specimens to taxonomists for identification, assume that any sample
containing 100 organisms will cost between $120 and $250 to process. The cost
becomes more expensive depending on the specificity of identification (to family
or genus) requested.

                         Adding a fish component requires an additional level of
                          commitment in terms of staffing. It costs an additional $1,500 per station per year,
                           because of the expertise required to catch the fish and identify them immediately.
                             For the first few years of its fish program, Montgomery County relied heavily
                              on volunteer support, requiring a minimum of four people to collect, identify,
                               and release fish quickly.

                                Counties conducting habitat monitoring or additional chemical testing
                               usually require two- or three-person teams.

                             Much of the success of the
                             program depends on the
                            personal involvement and
Figure 5. Montgomery County      leadership of local officials and
Geologists (Alicia Bachinsky, David  capabie volunteers. Participation
Jordahl, and Mark Sommerfield)       , ,   • .    j /^i       i  r>
taking fish samples.            m statewide and Chesapeake Bay
                         watershed monitoring groups (the
Maryland Water Monitoring Council and the Tributary Strategy
Teams) has allowed County officials to interact with, and
learn from other experts. Leadership in the community is
essential. Community groups such as the Audubon Naturalist
Society, the Glen Preservation Society, and the Eyes of
Paint Branch, have helped secure and maintain funding
for biological monitoring by elevating the issue to the
County Council  level, frequently attending the Council's
working sessions, and making statements in support of
the program. The Glen Preservation Foundation and the
Audubon Naturalist Society also run annual training programs,
preparing volunteers to help local officials conduct their spring
and summer macroinvertebrate monitoring programs in Maryland,
Virginia and the  District of Columbia.

Montgomery County initially approved two full-time positions, a
monitoring vehicle, and necessary additional equipment. Today,
the County's Watershed Management Division is supported by a
$228,000 annual budget, of which about $180,000 goes toward
the salaries of four full-time biologists and two interns. The
remainder pays for equipment and other expenses.
Figure 6. Montgomery County ecologist, David Jordahl,
taking water samples.

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                                 KEY LESSONS
            That May Be Helpful to Other Local Jurisdictions:
    Develop
    PROGRAM GOALS
8
    Decide on the LEVEL OF
    EFFORT needed to begin
     COORDINATE
     with state officials
    Be CREATIVE
    when seeking FUNDING
     THINK through the type of
     reports that will be needed
     Conduct PUBLIC
     OUTREACH programs
    BUILD SUPPORT with
    elected officials and budget
    staff
Maintain QA/QC control
throughout each stage
Because of the natural differences in water bodies, residential,
commercial and industrial developments, and political and budget
constraints, every county should develop its own goals and
parameters.

Goals should include the level of effort needed to begin and plans for
optimal levels in the future. In this regard it is important to determine
how much the community can afford to pursue. Start out small and
build the program in stages (see previous page). The level of data
obtained should not exceed that necessary to develop the minimum
amount of information needed to make decisions.

Interaction with state and federal monitoring programs can help to
facilitate data sharing in the future, saving time and money.

This includes the use of volunteers, partnerships, grants, and
developer fees.

Understanding your audience is an important aspect as well.
Knowing how the final report and presentation will be used can help
determine the number of hours and expertise needed on staff, saving
money in the long run. Strive to make reports understandable to
decision-makers and the public.

Public outreach programs allow the community to interact and
participate in the discussion and development of protocols and ideas
in their area. Public outreach can include materials posted on the
Internet, posters and brochures, media advertisements, and
coordination with other government outreach efforts.

The elected officials and budget staff should be included in the
decision-making process as well. The biomonitoring program must
be understandable and relevant because these officials will ultimately
decide whether the  programs receive the resources they need.

The proper identification of species found in the local waters is
essential and requires on-going training and reviews of field, lab,
sample preservation and shipping, data entry, and data management
techniques. Everything from sampling design to the final report has
a margin of error that officials can predict and for which they can
prepare.  Look to state monitoring programs for quality assurance/
quality control (QA/QC) assistance.
                          Practicing these steps and a little creative financial planning will ensure
                        the success of any biomonitoring program in every county.

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I
5
A
\
 C3
EPA Region 3
Philadelphia, PA 19103
EPA/903/F-02/005
August 2002
Wayne Davis
davis.wayne@epa.gov
410-305-3030

U.S. Environmental
  Protection Agency
Mid-Atlantic Integrated Assessment
Environmental Science Center
701 MapesRoad
Ft. Meade, MD 20755-5350
www.epa.gov/maia


Keith Van Ness
keith.vanness@co.mo.md.us
240-777-7726
Montgomery County
Department of Environmental Protection
255 Rockville Pike, Suite 120
Rockville,MD 20850
www.co.mo.md.us/dep


Brenda Ortigoza Batemen
bbateman@irgltd. com
202-289-0100
University of Maryland,
  Baltimore County
Center for Urban Environmental
  Research and Education
Research Seminar on Best Practices
  in Environmental Management
1000 Hilltop Circle - TRC 102
Baltimore, MD 21250
www.umbc.edu/cuere
                       UMBC
                        CUERE
Partnerships and  Coordination

Collection of stream data is a joint effort among the Montgomery
County Department of Environmental Protection (DEP), the
Maryland National Capital Park and Planning Commission
(M-NCPPC), and the Maryland Biological Stream Survey
(MBSS). Watershed monitoring is coordinated so efforts are not
duplicated. Biomonitoring has become a widely accepted tool to
measure the degree of cumulative impacts in local streams and
rivers and an effective way to communicate the condition of these
waters to the public and decision makers within federal, state, and
local governments.

•  The data is used by DEP to assess the overall health of County
streams, while the M-NCPPC uses the data in the master- and
park-planning processes.

•  The Countywide Stream  Protection Strategy (CSPS) has
become a vital and useful tool for County agencies to better
manage watersheds and to communicate the results of their
management programs.
•  Use of the  same field monitoring protocols used by MBSS has
allowed County watershed  assessments to be used for the State's
305(b) report and its 303(d) list.
•  Recently, County biologists have coordinated follow-up
biomonitoring of several point sources of pollution with the
Maryland Department of the Environment. This collaboration
enabled the County to better understand the condition of its
streams and possible stressors causing localized impairments.

•  Involvement with the academic community has provided the
County a new resource for the exchange of ideas, data, and
new ways of evaluating how land-use conversion impacts stream
habitat and ecosystem health. New ideas about stream processes
provide insights into the evaluation of stream restoration.
                                       •AIA Best Management Practice!
                                              Case Studies Course
                         Organizations throughout the Mid-Atlantic region have developed and
                         implemented unique approaches to respond to environmental problems
                         and concerns.  The Mid-Atlantic Integrated Assessment (MAIA) has also
                         conducted considerable research in the region, much of which has been
                         used by managers to meet their responsibilities.

                         MAIA and UMBC initiated a graduate-level research seminar where
                         students document these success stories so that other managers and
                         organizations can also use these approaches and research.
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